Recent Comments

  • Stephen Gordon on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'I read the novel in college, and some it went over my head at the time, mostly because I wasn’t accustomed to dystopian science fiction at the time, especially from a writer like Gibson who saw the pessimism in technology and portrayed it cynically. Of course the series will look like “Blade Runner”, and that’s a good thing. I can’t wait to check it out.'
  • Rodney Avilla on Saturday Apple video: Steve Jobs, master storyteller - 'Good point. Another aspect that can happen is that we tend to remember the good (iPhone, iMac, etc) and forget the bad (Lisa, ‘you’re holding it wrong’, etc)'
  • Dan Scropos on Mark Gurman: Why Apple's HomeView? Why now? - 'Leveraging external technology takes time, but has always been part of Apple’s playbook. Apple’s “from scratch” AI never got off the ground. Perhaps it wasn’t supposed to. Regardless, licensing Gemini allows them to quickly deploy high-end AI, while simultaneously engineering its own 1 trillion parameter model slated for 2027. Most importantly, everything will run locally on-device or via Private Cloud Compute.'
  • Gregg Thurman on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'Q: Why didn’t Apple release this a month earlier, thereby qualifying for 2027 Oscar consideration? A: The next generation Apple Vision Pro won’t be ready until then.'
  • Gregg Thurman on This week's Apple trading strategies (10/12-10/16/26) - '“I know noting” says the only honest person in the Apple centric media.'
  • Gregg Thurman on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'Now if they tell us it was “filmed” on a collection of iPhone 17 Pro Maxes, and edited on an M6 powered Mac Studio with software developed by Apple, and available on an M4 powered Apple Vision Pro priced at $2,495, that would be something. Otherwise count me out.'
  • Steven Philips on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'I just hope they don’t “adapt” Neuromancer as much as they “adapted” Foundation. That might be a good series (I quit watching after two episodes but should probably go back) but it’s not Foundation. Having Callum Turner as lead doesn’t fit my image or give me hope. (I think he’s an OK actor, just not a cyberpunk.)'
  • Greg Lippert on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'Probably be great but the hype may deem it a disappointment.'
  • Steven Philips on This week's Apple trading strategies (10/12-10/16/26) - 'Considering history it’s all guesswork until we hear from Apple.'
  • Michael Goldfeder on This week's Apple trading strategies (10/12-10/16/26) - 'My hunch, even if this story has any validity at all, is that Apple is trimming and reallocating these internal parts for what they’re expecting to be substantial initial orders for the new Duo. A foldable phone without creases has never been made by anyone. Hence, Apple’s decision to produce a product that will eat up current market share probably has already caused upgrades to the 18 to be subsumed by expected sales of the new Duo.'
  • Bart Yee on Why Gene Munster is not worried about early iPhone production cuts - 'So is there any symbolism to the Apple “Welcome Home” embroidery of the multicolored Apple logo seen here?: https://nr.apple.com/Dj2Q8t1gn7 Could it be disparate threads being pulled together in an Apple technology stack? Could it be many home products being woven into a whole (Apple) that works well together? Or Apple wants you to feel comfort and safe like we used to when embroidery was more common?'
  • Bart Yee on Why Gene Munster is not worried about early iPhone production cuts - 'Could Apple be set to announce a partnership with ADT? Rumor: Apple to Announce New Partnership With ADT https://www.macrumors.com/2026/10/10/rumored-apple-adt-partnership/ “Apple may be planning to announce a new partnership with home security company ADT, alongside the introduction of its all-new smart home hub, according to several clues. Apple has invited the media to a “Welcome home” experience in New York on Tuesday, October 13, so the partnership could be made official on that day. “Since around July, ADT has posted “Low Voltage Technician” job listings in various U.S. cities, but those hired for the position so far have been provided with very few details about their specific responsibilities. In recent months, some of these people said they have primarily been shadowing other ADT technicians while they await further information. In addition, some of the employees and their managers said they signed a non-disclosure agreement (NDA) related to the role. This high level of secrecy is very common for Apple.” Another potential giveaway is that ADT has provided these new hires with iPhones for work, whereas its other technicians have received Android devices. A third clue is that some of the new hires said ADT finally plans to share more details about the role later this month, so the company may be waiting for Apple to announce its smart home hub on Tuesday. Apple is also expected to unveil an ecosystem of third-party smart home accessories it developed in partnership with brands such as LG. One of the new hires said ADT initially planned to provide details about the role in September, but later delayed this timeframe until October. This would be consistent with reports that Apple has postponed the announcement of its home hub multiple times, as Siri AI was not ready. The revamped version of Siri finally launched last month. In addition to Siri AI, the home hub will reportedly offer smart home accessory management, home security monitoring, photo faces and galleries, an overview of calendar appointments, music playback, FaceTime video calling, and more. The hub will reportedly be available in a tabletop version with a speaker base and a wall-mounted version. Some of the new hires who asked their managers about the secretive role were told that it will apparently relate to home automation and in-home installation services, so perhaps Apple will announce an option for customers to have an ADT technician professionally install the wall-mounted home hub or the related accessories from LG. It is unclear if Apple’s partnership with ADT would extend to home security monitoring. ADT already reached a home security partnership with Google in 2023, but it reportedly dropped some features that it offered on Google Nest devices earlier this year. A few people familiar with the matter told us that ADT’s agreement with Google either already expired this year or will expire next year and is not set to be renewed. If this is true, then it would pave the way for ADT to reach a partnership with another tech giant: Apple. Keep in mind that a potential partnership between Apple and ADT is still just a rumor for now, and all of these clues could somehow prove to be one big coincidence. But if the partnership does become official on Tuesday, you heard it here first.” And here at Apple 3.0. Where’s Gurman’s scoop?'
  • Bart Yee on Why Gene Munster is not worried about early iPhone production cuts - 'This “experience” is supposed to be in Tribeca, NY, at an undisclosed location but Gemini speculates it’s an Apple owned residential property where previous private hardware demos have been done for reviewers. Unlikely it will be staged or using cutaway buildings or rooms. I’m guessing Apple, Ternus and Joswiak want to demo in real home residential environments to show press, users, and world how well it works in real life. Hopefully, the risks of bugs and demo glitches is low or zero and the Experience and event go smoothly. Since it’s at 9:00am Eastern, 6:00am PDT, it’ll be watched by the market somewhat closely. If it looks attractive and promising, it should be a small positive, depending on prices and availability. I’m not looking for a spectacular market reaction as most analysts are still iPhone counters, that will be upended at the end of the week with Duo Preorders, delivery time slippage, speculation on Duo Production and inventory supply vs demand. Should be as usual, Apple will not announce any numbers, unlike Samsung which loves to trumpet S. Korean home market reaction to new products like the Z Fold 8 series, and compare them to last year’s numbers. While important, it doesn’t necessarily project any real number internationally, and many Android products rise sharply at intro, only to fall off quickly over the next 6-8-10-12 weeks down to a residual level for weeks or months till the inevitable discounting, promotions, and other inventory reduction methods Samsung and Android makers use. That’s why in this high cost environment they are watching build, production, and inventory levels closely, not wanting to be stuck with excess product in sales channels who’s sales have slowed to a crawl. Apple doesn’t have that problem, see Top 10 selling smartphone models each quarter showing continued iPhone sales at the top 4-5 spots with jockeying between newest iPhone models and best of last year’s models. This shows continued sales momentum and legs, even after 3-6-9 months after introduction, whereas Android falls off dramatically after 6-9 weeks or for sure after 1 full quarter of sales. Many ascribe that to high volume of competition in Androids, especially premium models, never giving credit to Apple as the main competitor, and of course, dominant in the premium >$600 and Ultra Premium >$1000, and now what I would call the hyper or Ultra premium >$1500 tier, although none of the research companies have defined that tier yet. Apple has reasonably consistent sales momentum throughout the year, trailing off gradually with occasional upswings like in China with some Apple promotions, but Apple famously doesn’t run discounts or sales often, focusing instead on leasing, trade-in, and upgrade deals through carriers globally when possible.'
  • Steven Philips on Saturday Apple video: Steve Jobs, master storyteller - 'I don’t think the “fish” is necessarily getting bigger but that, maybe, in retrospect, people are realizing how big that fish actually was. (Especially compared to meta-minnows! 🙂 )'
  • Bart Yee on Why Gene Munster is not worried about early iPhone production cuts - 'I agree. Partnering with LG and others provides a practical and pragmatic way to enter the Home Market without needing to do all the R&D to develop Apple’s own products and reinvent the wheel. As for other partners like Sonos or Aquara, Sonos or Aquara would be great partners but do they have the manufacturing capability and capacity to make millions of products at Apple scale? LG does and can make the displays too. While I share your concerns about recent issues with LG privacy, Apple would definitely control the software controlling the hardware and would shut down any potential for LG to do something untoward or nefarious, lest they jeopardize their relationship and $$$$$ with Apple. Partnering with Apple raises your own consumer and industry prestige as an Apple supplier AND someone Apple wants to trust. Make good on that and Apple’s shine rubs off on you, so LG would/should toe the line for Apple if they know what’s good for them. Besides, LG and Apple are both competitors vs Samsung, especially in Korea, so this benefits both companies in Korea and internationally, not only in tech but now in smart home. It’s not out of the realm of possibility that LG can leverage that to have LG appliances connect and communicate/and be controlled by Apple HomeHub. Monitoring refrigerator and freezer temps, space capacity, ice storage, and scan internal contents for shopping lists, manage washer and dryer for cycle, progress, and start/stop remotely, electronic ovens, broilers, stoves, etc., and desktop appliances like coffee makers (set alarm or calendar schedule to start first cups or pots), and control LG TV with Apple TV 4K together, etc. Review any deliveries for the day, set external cameras to watch for delivery, placement and for any Porch Pirates or unknown visitors.'
  • Steven Philips on Why Gene Munster is not worried about early iPhone production cuts - 'I vaguely remember from several years ago a diagram of a theoretical “Home” system showing a multitude of airborne device interconnections for a whole house all talking to each other. This somehow sounds very similar. Verrry interesting! 🙂 and a very long gestation.'
  • Bart Yee on Why Gene Munster is not worried about early iPhone production cuts - 'Brian Tong previews the Home event and products expected. He does bring up an interesting point – with iPhones, iPhone Duo, Watch, AirPods, then Home Products, then Mac and iPad refreshes, all before the end of the year, even well heeled Apple users may be hard pressed to make or afford expenditures on more than a few products at a time, especially in the current high cost, inflationary micro and macro economic environment. On the other hand, Apple unleashing ALL of these products sequentially over a few months may finally put to rest the idea that Apple can’t innovate, has stale designs, and is so behind in so many areas of tech. No matter what, competitors will be hard pressed to keep up, let alone fast copy and imitate, especially given current development costs and production costs, all to try to match hardware, but have no clue how to integrate them effectively under one system or with other products. Apple is about to reopen up the HomeKit for other brands products to work with Apple Home, along with Apps to leverage Apple Home. Let the wailing and gnashing of teeth begin in a few days and then the Duo begins as well. Apple non-stop through October and November. No wonder Cook and Ternus weren’t excited for the product roadmaps. https://youtube.com/watch?v=OzJyAkwQp5k&is=e7w2qnwjNDgokYvu'
  • Daniel Epstein on Why Gene Munster is not worried about early iPhone production cuts - 'My impression of the new Apple home products and its partners arrangement so far. Apple is mostly providing the Hub and software (the Brains) and others are providing the compatible switches and devices (the Brawn). There may be more than a few Apple branded devices over time but they are really trying to play well with others in the ecosystem. Maybe this will be the fulfillment of the promise of “Home” control we have been waiting for. I can only hope.'
  • David Emery on Why Gene Munster is not worried about early iPhone production cuts - 'Apple isn’t ‘late’, but its efforts so far in home automation have been very underwhelming. Here’s hoping for a new emphasis, new stuff, and better integration than what I’ve seen so far.'
  • John Konopka on Why Gene Munster is not worried about early iPhone production cuts - 'In the keynotes Apple uses a cutaway house to exhibit products. I imagine they’ll use it again here. I look forward to the in store exhibits.'
  • Bart Yee on Why Gene Munster is not worried about early iPhone production cuts - 'Cross posted here for comments: Regarding Home hardware article from a few days ago: “The Apple Store has already tipped its hand with a “PRE-ORDER 10.16” banner, signaling that the hardware is ready for prime time.” NO, no, NO!, this isn’t the preorder date for new Home hardware which hasn’t even been announced yet, it’s the preorder date for the iPhone Duo, and that has been well known for weeks. There’s even “Get Ready” early setup times: “Monday, October 12, through Thursday, October 15, 2026 – You can pre-select your color, storage capacity, carrier details, trade-in, and payment method ahead of time.” Now whether during the Home hardware presumed announcement or event October 13, Apple decides to coincide Home hardware preordering or availability with the same October 16, 2026 date (unlikely IMO, it’s confusing, cluttering or otherwise detracts and pulls focus from iPhone Duo) or moves launch to a different and later date so Home launch can occupy mindspace on its own and give time for potential buyers to think it over (much more likely), Apple will coordinate those two deftly. In fact, I expect Home products to ramp up slowly, then faster over the next 2-4 months as the hardware rolls out and Apple educates would be users on how it ties together. Plus a lot of folks won’t buy until hardware reviews from tech, fintech, and influencers give users concrete ideas and ways the Home hardware works and integrates. They beauty of that is hardware revenues begin in Apple’s Q1 FY2027 and run over to Q2 and beyond, adding additional and incremental revenues in succeeding quarters, in addition to iPhone 18 base and Air, 18e, model sales. If financial analysts had trouble figuring out Apple’s revenue streams and YoY comparisons, Apple’s just disrupted all of that. Whether by design or being forced to by memory costs, IMO, Apple’s making the most of this opportunity and planning rollouts that work for both users and Apple. Typical well thought out execution. Oh, and one other side benefit – Apple dominates the consumer tech space for months on end, especially during Samsung’s and other company’s most important hardware events. IMO, brilliant! And yes, the shouts of “Apple’s late, already been stuff like this for years, Apple didn’t invent it first, etc.”, true, but it will show the home space for what it is, fractured, fragmented, and portly supported and integrated, completely ready for disruption by Apple, and ready to be integrated by Apple.'
  • Bart Yee on Apple is not taking the smart home sub route - '“The Apple Store has already tipped its hand with a “PRE-ORDER 10.16” banner, signaling that the hardware is ready for prime time.” NO, no, NO!, this isn’t the preorder date for new Home hardware which hasn’t even been announced yet, it’s the preorder date for the iPhone Duo, and that has been well known for weeks. There’s even “Get Ready” early setup times: “Monday, October 12, through Thursday, October 15, 2026 – You can pre-select your color, storage capacity, carrier details, trade-in, and payment method ahead of time.” Now whether during the Home hardware presumed announcement or event October 13, Apple decides to coincide Home hardware preordering or availability with the same October 16, 2026 date (unlikely IMO, it’s confusing, cluttering or otherwise detracts and pulls focus from iPhone Duo) or moves launch to a different and later date so Home launch can occupy mindspace on its own and give time for potential buyers to think it over (much more likely), Apple will coordinate those two deftly. In fact, I expect Home products to ramp up slowly, then faster over the next 2-4 months as the hardware rolls out and Apple educates would be users on how it ties together. Plus a lot of folks won’t buy until hardware reviews from tech, fintech, and influencers give users concrete ideas and ways the Home hardware works and integrates. They beauty of that is hardware revenues begin in Apple’s Q1 FY2027 and run over to Q2 and beyond, adding additional and incremental revenues in succeeding quarters, in addition to iPhone 18 base and Air, 18e, model sales. If financial analysts had trouble figuring out Apple’s revenue streams and YoY comparisons, Apple’s just disrupted all of that. Whether by design or being forced to by memory costs, IMO, Apple’s making the most of this opportunity and planning rollouts that work for both users and Apple. Typical well thought out execution. Oh, and one other side benefit – Apple dominates the consumer tech space for months on end, especially during Samsung’s and other company’s most important hardware events. IMO, brilliant!'
  • Richard Gayle on Saturday Apple video: Steve Jobs, master storyteller - 'Steve Jobs’ return to WWDC in 1997, when he was just an advisor, was one of the greatest presentations ever, and it shows all aspects of what is discussed in this storytelling video. It is this response to a hostile question that reveals so much — his vision, his humanity, his rapport, and his ability to command our attention. Without any theatrical displays to distract. He is not some authority on high coming down from the mountain to give us the future. He is just a man trying to do what is best and recognizing he may not always succeed. But he and his team will try anyway. He takes one of the worst nightmares of public speaking and turns it into a positive. It gives me chills everytime I see it. His masterfu, extemporaneous reply reveals why no one else has been able to copy him. He really did Think Different.'
  • Bart Yee on Saturday Apple video: Steve Jobs, master storyteller - 'For another day or another post, despite how much Jobs is lauded as a visionary, design and product guy, and a pretty good CEO of an iconic company, tons of people hate/hated him for his management style, his treatment of his family and particularly his daughter, and by many accounts and retelling, his harsh treatment of employees. Just look in the comments to the posted video for those who have receipts about Jobs public and private behaviors that created those reactions, not unlike how many people feel about Apple as a company today. Yet when I went down that rabbit hole to understand it, I never knew or understood what shaped some of that behavior, his denial of his daughter for so long, and eventual reconciliation of sorts, along with his treatment of people, until I learned he was an orphan, adopted, how he grew up, how experiences shaped him and his thinking (different), and his meteoric rise in fame, public persona vs private reality, and how being different works positively AND negatively to your story and legacy. One thing Gemini gave me was that people assign their feelings about someone and never waver or change it, even when the person evolves and does change, as most of us do. This chosen or believed identity persistence never allows for changes or growth to be acknowledged. That’s why some haters hate and never change that stance. Here’s a few of my non-deeper explorations: share dot google/aimode/ 6qsbAMGYcIOBTKApD share dot google/aimode/ 4DFkVmXRylud6nZq3 share dot google/aimode/ zhscmLJh53IQy0QvD share dot google/aimode/ zA6SPkHxVd8rAKWTN share dot google/aimode/ yoGEwcpq7v2wpaN5P share dot google/aimode/ WgrqFWdg0Ir53Ui9J share dot google/aimode/ D764aIfkG38Snaf2j'
  • Joseph Bland on IDC: As the PC market shrank, Apple gained share - 'Thanks for doing the math, Bart! Upvoted!'
  • Dan Scropos on Why Gene Munster is not worried about early iPhone production cuts - 'The current data points across the board are positive. Every single one of them. Orders for iPhone are strong, the Duo is virtually a new and separate segment that will increase switchers, the Watch is selling well and Apple is introducing a far deeper and more serious Home ecosystem. The partnership with Gemini is the linchpin to the next 2-3 years. It’s helping both companies, but it solves Apple’s AI woes. They have privacy and safety guard railing in spades, and now they have this hybrid foundational model that has both brains (Gemini) and stateless anonymity (Apple). Combined, you have the perfect model, with Apple learning more and more everyday and coming closer to owning the entire stack.'
  • Bart Yee on Saturday Apple video: Steve Jobs, master storyteller - 'Here’s the only other video on Apple in “The Art of Storytelling” channel so far, a breakdown of why grammar didn’t win out in the “Think Different” ad campaign and how it may have helped save Apple in 1997. https://youtu.be/WcEAGA_ca8k?is=2fR2spuBD6O5xuhF'
  • Bart Yee on Saturday Apple video: Steve Jobs, master storyteller - 'I follow this channel for really fun and insightful storytelling commentary and analysis of Star Trek: The Next Generation episodes and characters. Imagine my delight to see this analysis of Steve Jobs’ most important media appearances, highlighting some of Steve’s natural gifts as a storyteller and visionary. A fascinating and thoughtful review, highly recommended. The channel also delves into Star Wars, Hitchcock, Lord of the Rings, Music in films, Disney, even Casablanca, Severance and Pluribus, all of which I haven’t had a chance to view yet. If they’re as good as this one about Jobs, they will be fun viewing. Wonder how they would look and sound on a new Duo?'
  • Rodney Avilla on Saturday Apple video: Steve Jobs, master storyteller - 'I’m a Steve Jobs fan, but sometimes it seems like the fish keeps getting bigger and bigger. Even so, I still like hearing them.'
  • Charles A. on Saturday Apple video: Steve Jobs, master storyteller - 'With the upcoming event in TriBeCa (Apple store?), I have a hunch and a hope that this could be a sort of mini experiment at testing out a return to real-time streaming!'