Horace Dediu on Prof G: 'Apple is the ultimate second mouse.' - 'Right answer, wrong derivation. Apple’s success in all categories is (as they confess) comes from a focus on the problem customers have to solve. All “early” solutions are incomplete, unrefined and don’t accomplish what the customer needs as an outcome. The biggest missing ingredient is trust, not “luxury positioning” and “brand equity”. If you ask most customers why they choose Apple, not one will say because Apple offers brand equity and luxury positioning.'
on T.Row Price money manager likes Apple's smart home push - 'Likewise, a willing Guinea Pig for 1st gen. Sign me up. And agree there are sufficient ‘ardent’ customers for this to be successful for both Apple and AAPL.'
on Apple is not taking the smart home sub route - 'Greg: Yes, yes and yes. Apple One has the attributes of a comprehensive services plan and I expect new services to be added to the tiers. I consider the Apple One Premier plan at $40 per month to be a screaming bargain considering it covers five additional family members at no additional cost. To me that’s so much better than à la carte monthly fees.'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'My view is similar, so I’ll throw in my two cents here: 1) The iPhone 18 Pro/Max is standard fare, and how many Apple sell in the last two weeks of their Fourth Quarter is not relevant to how well the iPhone 18 Pro/Max will sell in the Apple First Quarter (i.e. “The Holidays”) – completely overlooking Chinese New Year. The iPhone 18 Pro/Max will do just fine. 2) The iPhone Due is new. New, new, new, new, NEW!!! How it does in its first quarter in interesting, but not important. How it does as a new Product Category for the iPhone Family is very much more interesting. The thought that “John Ternus — who would love a breakout hit to begin his tenure” is new to this, or that this has not been years in development, is asinine. (I’ve probably stated that elsewhere more than once.) The immediate performance of either device – and when or how you choose to measure it – is not relevant to the long-term performance of either the devices, or Apple Inc, or “AAPL” as a presumably related signifier.'
on Apple is not taking the smart home sub route - 'I don’t think the Home Pod should be part of the it. That feels awkward and limiting. They should be separate items.'
on Apple is not taking the smart home sub route - '‘Home’ is dependent on a sufficiently -rich- and -reliable- set of peripherals to work with it. That’s been the problem to date with Apple’s home automation, not enough stuff that works reliably with it.'
on Apple is not taking the smart home sub route - 'Count me in (possibly for two) if you get something decent for $350. But, I think $350 is much too cheap. The HomePod sells for $349, plus add on the price of a display and I think it will be closer to $599, possibly $699. The screen size mentioned in the article, is that diagonal? Seems pretty small. An iPad mini 8.3 inch diagonal display seems better suited and with dual use would help keep the price down. Hardware costs plus the Apple ecosystem “value add” should command higher than $350. But let’s hope I’m wrong and it comes in at $350.'
on Prof G: 'Apple is the ultimate second mouse.' - '”I like Galloway, yet somehow I grew tired of him.” About 15 years ago I couldn’t get enough of him. Today I rarely watch him, even though his insights remain just as good as they were 15 years ago.'
on Prof G: 'Apple is the ultimate second mouse.' - 'I heard this on his market podcast yesterday. The co-host, Ed Elson, wasn’t so bullish'
on Apple is not taking the smart home sub route - 'It sure seems like a lot of info is coming out about this home push without Apple saying much, and there’s more on Apple Insider with photos of the new accessories. I wonder whether all this info-leaking is coming from Apple’s new partner, LG. Wouldn’t Apple be very unhappy if LG were leaking without authorization (which I doubt Apple would ever give them)?'
on Apple is not taking the smart home sub route - 'Whoever Apple picks as a partner for their home hub, it will need to be someone who takes security around the devices seriously. There has been some recent stories about LG TVs listening to things all the time but the company disputes that. With Apple helping to control the software, I would hope that this won’t be an issue. For LG, even if they do an Apple device, it could sell as well to Android as well, just with different software so they should have incentive to make this work.'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'upvoted I was excited about the Duo until comparing camera specs. Now the 18 Pro Max looks best.'
on Apple is not taking the smart home sub route - 'I am very interested in this Apple Home upgrade to see if it solves some of the issues I currently am dealing with. Some of the problems are with Apple’s current home integration. Some of the problems are because the non Apple solutions are not very appealing. From what I understand there is likely to be some subscription costs if one has multiple security cameras uploading to the Cloud but we have to see what Apple delivers. If this announcement with LG is to believed there might be many more items to think about. Of course it is always wise to be cautious for critical function with new product lines.'
on Apple is not taking the smart home sub route - 'Greg, fyi…Apple One already includes additional storage for HomeKit enabled cameras and Apple AI assisted guesses at what’s in the clipped videos when motion is sensed. Meaning the notifications to my Watch tell me if it’s an animal, human, package or vehicle detected.'
on Apple 3.0 meetup in Palo Alto 6/11/26 (video) - 'How about a Southwest meet-up, let’s say Scottsdale, Arizona this winter? Come and enjoy the beautiful weather and sunsets!'
