Gregg Thurman on Mark Gurman: Johny Srouji is talking about leaving Apple - 'Just back from lunch at Frank’s Diner, a landlocked railroad diner car. During lunch I had a thought, Srouji is the Father of Apple silicon. His work has made everything else at Apple possible. Think about where he’d go for a moment: AVGO, NVDA, GOOG, MSFT, META, QCOM, INTC, TI, AMD, a startup? Can you imagine him going to work somewhere else, where the technology isn’t near the cutting edge that Apple’s is? That thought makes this Eddie story all the more ludicrous. If Srouji is getting ready to leave it will be because he has way more money than he’ll ever need/want and he wants to enjoy more of his retirement years with his family.'
on Mark Gurman: Johny Srouji is talking about leaving Apple - 'Disregard rumors. Thank Jony for his contributions and wish him well. His leadership gave Apple control over nearly all the most important chips, A and M series compute processing, ML/AI compute, modems and comms, the R1 for another potential transformational Spatial Computing. More importantly, he hired and inspired brilliant leaders and designers to carry on. We’ll more great chips and SoCs, from his team in 2026.'
on Mark Gurman: Johny Srouji is talking about leaving Apple - 'Are we really to believe that Apple is caught by surprise that a bunch of its 60-something long-term senior people are retiring or calling it a day at Apple? I think not. Contrast the tone of Gurman’s take with that of Gene Munster discribing recent departures of Apple execs. Why am I not surprised?'
on Mark Gurman: Johny Srouji is talking about leaving Apple - 'OK, that would be “a source at the C-level” in my taxonomy, right?'
on Saturday Apple video: 'I'm not remarkable' - 'The youthful energy is off the charts. Inspiring, too.'
on Mark Gurman: Johny Srouji is talking about leaving Apple - 'What if this is something Tim and Johny are using as a test to see who’s leaking info to Gurman?'
on Gov. Newsom 'begrudges' Apple's fealty to Trump, but Cook's not so much (video) - 'Folks: It is blindingly clear to me now that there is a dark purpose behind the decision of the Supreme Court to embrace gerrymandering, which is to render the House of Representatives just a second House of States, and thus attempting to subvert the will of our Founding Fathers. Having said that, I find I need to prioritize various issues over posting here, and so I’m officially taking a leave of absence from Apple 3.0 for an indeterminate length of time. Happy Holidays to all, and especially to you and your family, Philip! Signing off for now, I remain: Yours Truly, Joseph Bland, aka Sacto Joe'
on Saturday Apple video: 'I'm not remarkable' - 'This is to the crazy ones, the special ones, the ordinary ones — to the ones needing support, protection and empowerment — the ones needing clarity, vision and hope. Time again for a “think different” — or maybe a “think new” — or “think together”…'
on Gov. Newsom 'begrudges' Apple's fealty to Trump, but Cook's not so much (video) - 'Pic makes him look more AI than human…'
on Gov. Newsom 'begrudges' Apple's fealty to Trump, but Cook's not so much (video) - 'In 2012, I worked for a chat company in San Francisco on Brannan Street. We sometimes visited friends at YCombinator which was nearby, and I was occasionally surprised to see Lt Governor Gavin Newsome hanging out with the startup entrepreneurs. He’s been connected to that subculture for decades; he understands the corporate world as well. His perceptions are probably more attuned with reality and pragmatism than most tech critics can imagine.'
on Gene Munster on Apple's latest leadership changes - 'Munster is easy to agree with because he tends to restate the obvious in a very positive way. And his very long history of covering Apple closely, confirms the accuracy of his facts and helps support his conclusions. Anyone who follows him knows his prognostications are not always 100% right. But he is more right than wrong and being a perennial Apple bull, he’s still one of my favorite analysts. For me, the most salient and interesting thing he said – at least for the near-term, is that he thinks Apple’s going to out-perform the top tech stocks into the Spring. What’s not to like?'
on Barron's: How slow-moving Apple could win the AI race - '“…slow moving Apple…”??? How about SMART moving Apple?'
on Counterpoint: With Apple's entry, 2026 will be a breakout year for foldables - 'It’ll get people through the Apple Store doors. 🙂'
on Apple snags star attorney, gives her two big jobs - 'Newstead was at Meta for 6 1/2 years … that’s a major blot on her resume in my book. In my book, a bigger blot is her role in helping to draft the Patriot Act.'
on Counterpoint: With Apple's entry, 2026 will be a breakout year for foldables - 'Solving the durability is an issue. But not durability of the hinge mechanism, because that is a solved problem (see MacBooks). It the durability of the folding screen. If Apple (and Samsung as the screen supplier, if the rumors are true) solves this, expect the foldable screens to permeate Apple’s device line up from the MacBook to iPads, and may be even the smaller sized iPhones.'
on Apple AirTag helps rescue black lab swept out to sea (video) - 'Sadie needs an Apple Watch to call for help. I’d totally pay for some AirTag Ultra with GPS and cellular connectivity. P.S. Go Niners and CMC! (See Sadie’s mom’s jersey.) LA doesn’t deserve two NFL teams.'
on David Baraff: Dear Apple, why the hell... - 'Unlocking my Mac with Watch mostly works, but often enough it doesn’t. Sometimes it gives no reason, sometimes it says something about a weak signal even though the Watch is right next to the Mac. The upside is that this helps me remember my password as I have to use it almost every day. 😉'
