Greg Lippert on An Apple CEO's valediction - 'Honestly did we expect anything less from Tim Cook! Thank you, Tim! Tim for President!'
on Mark Gurman: Phil Schiller is moving on - 'I suspect that for every departing veteran leader there is a well established and probably younger veteran backup. As when Ives left. It wasn’t a disaster it was an opportunity. It might be a positive for Ternus.'
on Premarket: Apple is red - 'Al Root at Barron’s, who had an AI-related article featured on Apple 3.0 on Saturday, followed up today with “6 numbers That Back Up the AI Trade.” The article through Apple News is linked below: https://apple.news/AqrW1ze4AQH2TCAsk1ivxIw I found the article to be a worthwhile read.'
on An Apple CEO's valediction - 'I remember how I felt with the passing of Steve, an emptiness of sorts. Tim stepping down isn’t the same but it’s close. I hope bonding with John won’t take long.'
on An Apple CEO's valediction - 'Steve Jobs’ deep trust in Tim Cook is a testament to the character of both. Bravo, Mr. Cook!'
on An Apple CEO's valediction - 'Such a class act on all points of the compass. Glad he will still have an important role with Apple.'
on Premarket: Apple is red - 'After Labor Day the senior staff returns from summer vacation, or so they say. Things may change then. Eight days till the iPhone event.'
on Mark Gurman: Phil Schiller is moving on - 'Nothing to see here. Not a disrespect to Schiller at all, but when a major role (especially CEO) is closed and filled, lots of people leave the company. There will surely be more of this.'
on Mark Gurman: Phil Schiller is moving on - 'Smart man. Made sure he qualified for Medicare. Congratz, Mr.Schiller 🙂'
on Aaron Tilley: Apple was unprepared for the Mac Mini's success - '… AI is still going to drive Mac sales. Especially in those crucial enterprise markets. … In fact, it’s probably more valuable. https://appleinsider.com/articles/26/08/31/ai-needs-more-macs-but-not-for-the-reason-you-might-assume One pretty critical point here is that even though these engineers are using Macs, most aren’t primarily relying on self-hosted AI. More than a third are using hosted AI services like OpenAI or Claude. Less than a quarter are primarily self-hosting private models, and another 23% are using a mix of self-hosted and hosted. But that doesn’t mean Mac isn’t valuable. In fact, it’s probably more valuable. About 90% of those polled report increased pull requests and commits since they’ve started using AI coding tools. And AI adoption has increased Mac infrastructure costs for 83% of survey respondents. MacStadium puts it plainly: “More code means more builds. More builds mean more Macs.” This practically means that even if the Mac isn’t being used to run the AI itself, AI is still going to drive Mac sales. Especially in those crucial enterprise markets.'
on A tale of two Great Lakes - 'A toothless protest, but i switched the IOS default search engine to DuckDuckGo after Google’s decision. Seems to pretty much offer the same search function as Google for my purposes.'
on A tale of two Great Lakes - 'As a followup comment, since Apple is obligated to follow the laws of the countries which they operate in, Canada has their own Canadian Geographic Names Information System which calls the lake “Lake Ontario”. Going on that, if push comes to shove, Apple could label the Canadian side of Lake Ontario as “Lake Ontario” and the US side as “Lake America”.'
on They say that Apple, the company, was Steve Jobs' greatest product - 'Tim Cook rightly gets credit for his logistics prowess. But one important innovation that is now embedded in Apple wrt logistics is making it resilient enough to deal with producing the new innovations that Apple comes up with. One of the problems with the Innovator’s Dilemma is being able to shift to entirely new product segments when a company is selling the current ones so well. Creative destruction is one of the hard things Apple does so well. Apple Silicon is a great example. Creating this from scratch and adding innovations to make it useful are great hardware innovations. But creating the supply chain to make 100s of millions of chips is a true testament to Cook’s, and now Apple’s, logistical innovation. ANd this then allowed them to create an entorely new product segment in the Mac Neo. That is just one example. Many others, including becoming a streaming service that just wins awards, do the same. Most old-style companies stop really innovating and simply try to get a bigger piece of the market share pie. Apple easily creates entirely new pies, so market share is not an issue. Then, it actually increases market share.'
on SCMP: Apple and Huawei set to face off on foldables - 'The lead paragraph implies that a foldable phone will be Apple (and Huawei’s) salvation in the face of a 17% global smartphone decline. Wasn’t aware that Apple is facing any significant decline. Claude tells me that while shipments are expected to be flat in 2026, Apple’s revenue share is its highest ever, up 22% YoY. Maintaining market share while everyone else has double-digit declines hardly sounds like a company in need of salvation. Not sure that Apple is in need of a foldable silver lining story.'
