Robert Paul Leitao on M.G. Siegler: Apple wins - 'I’m going to go at this a different way. This evening Reuters is running a story on OpenAI possibly cutting its prices to compete for customers with Anthropic. Both OpenAI and Anthropic need huge amounts of cash to continue development and to meet demand for AI compute. There’s only one enterprise on this planet that can introduce hundreds of millions of customers to the world of AI and provide a means for developers to deliver AI-based services to these same customers and that’s Apple. By the way, Apple One subscriptions include iCloud+ which was mentioned during the keynote in reference to delivery of select enhanced AI services. This is wholly overlooked by the tech and financial press covering this week’s WWDC. This isn’t about AI-related parlor tricks. It’s about AI capabilities being woven into Apple’s operating systems and the A-series and M-series Apple silicon to foster AI processing on chip to provide for greater security and user privacy. This is Apple leading much of the world into the transformative AI industrial revolution. Like I’ve been saying: Go long! Go Apple! Go Apple 3.0! There’s a huge opportunity for Apple, its customers and shareholders unfolding before our very eyes this week and opening for Apple customers all over this world in late summer and early fall. Siri is just the beginning…'
on Tim Cook gets coached on saying 'good morning' - 'This is what chatGPT told me : “I couldn’t directly play the X video here, but the best source I found that gives the full list in order is iPhoneAddict. Cross-checks from AppleInsider, MacRumors, 9to5Mac and Cult of Mac confirm the same main set of names, though most only name a subset. In order, the celebrities are: Lainey Wilson Druski Jimmy Fallon Jessica Williams Jane Krakowski Brett Goldstein Matthew Rhys Zedd Whoopi Goldberg Harrison Ford Ryan Tedder Michael B. Jordan Rhea Seehorn Diplo ” Only 4 names on that list ring a bell to me…'
on J.P.Morgan: Apple Pay is moving up the fintech money stream - '@Gregg According to Gemini AI: The VA provides top-of-the-line, premium digital hearing aids from major global manufacturers, including Phonak, Oticon, ReSound, Widex, Starkey, and Signia. These are provided at no cost to eligible veterans, along with necessary batteries, charging equipment, repairs, and adjustments. Types of Hearing Aids Available The VA provides a wide range of styles tailored to your specific level of hearing loss, lifestyle, and manual dexterity needs: Behind-the-Ear (BTE): The most common style; it sits behind the ear and channels sound into the ear via a custom earmold or tube. In-the-Ear (ITE): Custom-made devices that sit directly in the ear canal or outer ear, which some find easier to handle.Implantable Devices: For severe to profound hearing loss, the VA also provides surgically implanted options like cochlear implants and bone-anchored hearing aids (BAHA).'
on Premarket: Apple was green, turned red - 'I too made that observation that the pullback is to recent ATHs, so we need not be glum. And Robert, its was probably fortunate that AAPL briefly spiked at $317.4, which makes the current dip appear somewhat over done – or just another ‘justified’ smite from the market for Apple underwhelming them, as it does so every WWDC. By year’s end we will have left the low $300 behind. (subject to no unnecessary macro events raining on our parade – vote wisely, all, in November!)'
on J.P.Morgan: Apple Pay is moving up the fintech money stream - '”PayPal’s share remains dominant and climbing across both desktop (available at 87% of merchants surveyed) and mobile (available at 85% of merchants surveyed)” Are they including AppleCard in mobile payments?'
on J.P.Morgan: Apple Pay is moving up the fintech money stream - 'For me, it’s replaced being badly nearsighted with astigmatism to badly farsighted (presbyopia). The most cool thing for me so far was walking the dogs and it started to rain. I didn’t have to worry about raindrops on my glasses!'
on M.G. Siegler: Apple wins - 'Apple just launched “The whole product”. AI summarizes Geoffrey Moore: The Chasm: The significant gap between the visionary early adopters (who buy into a new idea) and the pragmatic early majority (who need proven solutions and references). Technology Adoption Life Cycle: A model describing how different customer segments adopt new technology: Innovators, Early Adopters (Visionaries), Early Majority (Pragmatists), Late Majority (Conservatives), and Laggards. The “Whole Product”: The complete solution a customer needs, including the core product plus all the supporting products, services, and partnerships required to solve their problem.'
on Premarket: Apple was green, turned red - 'Repeating: From Barron’s yesterday: ““We are collaborating with Google and NVIDIA to run new Apple Intelligence workloads on Google Cloud, extending our industry-leading PCC [private cloud compute] privacy commitments to third-party data centers for the first time,” Apple said in a statement on Monday.” grantbbunker recently supplied this link: https://9to5mac.com/2026/06/08/craig-federighi-details-apples-collaboration-with-google-for-siri-ai-in-ios-27/ Tying what Mr. Federighi says in the above link with the Apple quote above, gives me a thought on the “deal” Apple and Alphabet cooked up. There are zero hooks inside Apple for Google. What they got is a “tenant” for their server farms and the good press that made it look like they would get more. Yes, there’s now a direct link through those strictly cordoned off Google Cloud/iCloud farms and Nvidia graphics-processing units, and also some strictly iCloud to Nvidia links, but none of Apple user’s data will pass out of Apple’s control. That, IMO, is a huge Apple accomplishment.'
on WSJ reporter's hands-on Siri AI demo was hands-off - 'I loved the Macalope’s take on the keynote. https://www.macworld.com/article/3159985/its-apples-ai-party-and-were-all-invited.html This triggered a debate in our house about how hard is it to plan a party? I pointed out that for guys it is rather easy. You call a friend and tell them to come over to watch the game and pick up some chips and drinks on the way. Done.'
on J.P.Morgan: Apple Pay is moving up the fintech money stream - 'I am still amazed, 20 years later, just how life-changing cataract surgery was for me!'
