Gregg Thurman on Apple: An hour with Mark Gurman and Nilay Patel (video) - 'Ternus doesn’t have to FIND anything. ANYTHING is already in the works and Ternus was instrumental in getting it there.'
on Premarket: Apple is red - 'Holy moly. AAPL blew through Triple Witching like it wasn’t even there. This is what happens when you stick to your knitting.'
on In India, demand for Apple's latest has been 'phenomonal' - 'I just can’t shake how all the news around Apple these days doesn’t feel like a Disney CEO transition where TC will need to swoop in to save the day.'
on Jim Cramer went to the Apple Store for the iPhone 18 Pro release (audio) - 'Don’t worry about the audio file length. The Apple part is all in the first 5 minutes.'
on This week's Apple trading strategies (9/21-9/25/26) - 'IMHO Gruber is one of the best Apple (and tech focused writers) out there. I read him every day. His biggest problem is he’s a Yankee fan ;)- I see him as Apple+ but he calls a spade a spade. When they screw up, he’s on them – and his voice facilitates chance. I think that actually got him booted from the Apple A-List. He also created the Markdown language that has garnered wide industry support.'
on This week's Apple trading strategies (9/21-9/25/26) - 'Robert, I’ve probably been reading Gruber’s Daring Fireball blog for more than 20 years. He is one of the 25 or so Apple + technology related sites/podcasts/substacks/twitter accounts I visit daily.'
on The Information: There's gold for Apple in the Duo - 'The profit from the Duo may not be only in the hardware. Many of those who buy a Duo will, probably, be consuming a fair amount of media on it. It may also help drive services revenue.'
on Saturday Apple video: Asking Steve Jobs about the Blackberry (2008) - 'A lot of the MBA ‘business is a war’ metaphor is badly misplaced. To quote Sun Tsu, “The supreme art of war is to subdue the enemy without fighting.”'
on Apple's five-phase plan to deliver its own AI (video) - 'George: IIRC, he also stated a few inaccuracies about Apple’s history. I’ll give him a pass on his presentation of Apple’s actions 30 years ago. I do like the way he characterized the company’s competitive position today.'
on Apple's five-phase plan to deliver its own AI (video) - 'My intent in the search I did was to come up with a way of preventing those long and ugly links in emails to friends. In addition to their appearance, they seem less trustworthy. Why should I forward that kind of stuff on to my friends?'
on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'I put a screen protector on no matter what they say. It’s the only way to be sure.'
on Apple's five-phase plan to deliver its own AI (video) - 'Hap, how are you able to post a link and make it appear in your reply? Is it some type of HTML code?'
on Apple's five-phase plan to deliver its own AI (video) - '@David Knowledge Navigator is really amazing and curious. It is curious that Apple would make and release a video like that. Amazing how prescient it was. It has been interesting to watch over the years as little-by-little the different parts of that video have become real. I guess the AI isn’t quite there yet. And we don’t have a folding iPad, … yet. Apple put out two or three other videos around the same time. I’m not sure how to find them now. They were interesting but not as compelling as Knowledge Navigator.'
on Apple's five-phase plan to deliver its own AI (video) - 'One nitpick: I think the title of the piece should have quotes around “accidental.” His whole thesis is about how it is not an accident, but a repeatable process. But he hits the main points quite well. It was also a nice discussion of how influential Ternus has been. Like how Ternus is continuing the Apple view of saying “No” to projects, something most other companies fail to do.'
on This week's Apple trading strategies (9/21-9/25/26) - 'Yeah but at least Tom Bodet leaves the light on for ya! 😉'
