Seth Bobroff 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!'
on Apple 3.0 meetup in Palo Alto 6/11/26 (video) - 'Did AI compose the background music? It’s fantastic.'
on Apple is not taking the smart home sub route - 'I hope this product, and its extensions (locks, lights, thermostats, etc.) are everything I have been waiting for and dreaming of. Right now, my home is a mess of different brands and no-longer-supported software of Sonos speakers, nest thermostats, Alexas, Kasa smart outlets, Phillips Hue bulbs, etc. that now never talk to one another but are always talking to me (“you don’t have any thermostats connected to this device,” “the light isn’t responding,” “did you mean ‘the lock?’ ‘ did you mean the lock?”). The detritus of everyones’ attempts to conquer the home. I pray that Apple is now finally coming to the rescue, as it inevitably does.'
on Mark Gurman: Apple sees a future in smart home security - 'Agreed but that is a legal issue, right? Sue-able, fireable?'
on Apple is not taking the smart home sub route - 'Agreed, I am tired of subs. One Trojan horse could be to include service in Apple One – could even have tiers based upon your sub level.'
on Mark Gurman: Apple sees a future in smart home security - 'Not enthusiastic about “infrastructure” products from Apple. As opposed to a phone, laptop, watch, etc. that I would replace in a few years, I consider an infrastructure product something to install in my home that needs to work reliably and be supported for years to come. I still remember well the airport routers that went end-of-life too soon. Not sure that I want to install locks, cameras, and such that are basically proprietary hardware that would depend on Apple’s continued support. My home security system was installed 27 years ago and has been regularly updated as needed ever since. Bottom line, you need to think of decades long support timeframes.'
on Prof G: 'Apple is the ultimate second mouse.' - 'He’s smart, but smug. And his face is kinda punchable… lol'
on Apple has a 'Full Disk Access' problem - 'Robert, I would guess that the vast majority of Facebook users, as well as the public in general, are totally unaware of and oblivious to the risks and dangers of using any Meta product. Sad…and dangerous!'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'Why not get both? I upgraded my 17 Pro Max to the 18 Pro Max, and will be getting the Duo as well. With the new Handoff feature, it should be easy to swap back and forth to either device for making and answering calls from a single phone number.'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'I for one plan on buying sight unseen.What a breathless first few minutes that preordering process will be! Have to wonder how many — or how few — will get their orders delivered on the first day of sale! This should create quite a buzz!'
on Mark Gurman: Apple sees a future in smart home security - 'Probably more like violating an NDA, I would think.'
on Apple has a 'Full Disk Access' problem - 'Why would anyone knowingly download and install an app on a Mac or an iPhone at any time and for any reason that is made and/or distributed by Meta? Doesn’t the recent huge multi-billion dollar settlement with attorneys general around the country over the mental health harm visited on millions of minors from the company’s products suggest it’s not advisable to do business with this company? Sure. Apple can make important security changes to its products to state explicitly it is ill-advised to give Meta access to any of your data. But why would someone install the software? Isn’t it like playing Russian Roulette with your data and personal privacy?'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'The backlog will help ProMax sales. The best iphone is the one in your pocket.'
on Mark Gurman: Apple sees a future in smart home security - '”The products developed with South Korea’s LG will also include a smart deadbolt lock, indoor security camera, outdoor security camera and floodlight camera, said the people, who asked not to be identified because the undertaking is private…” If people are revealing private info that they dont want to be identified by name because they would get in trouble, isn’t that corporate IP theft?'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'I would be surprised to see Pro and Pro Max sales surge after the Duo ships as potential buyers weigh its cost vs what they get for the price tag.” Should read: “I would NOT be surprised to see Pro and Pro Max sales surge after the Duo ships, as potential buyers weigh its cost vs what they get for the price tag.”'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'Lee’s weak thesis is similar to the one I made over the weekend. iPhone sales aren’t down for lack of demand, they are down because of Duo curiosity. Even if that curiosity results in significant unit sales, it won’t be as revenue additive as its $2,000 minimum price tag would imply. That’s because the Duo is going to cannibalize iPhone Pro and Pro Max revenue. Bottom line, in my opinion (based on as much hard data as the pro Duo crowd), the Duo will only increase the size of Apple’s pie marginally. I would be surprised to see Pro and Pro Max sales surge after the Duo ships as potential buyers weigh its cost vs what they get for the price tag. What is a higher memory configuration Duo going to cost in relationship to a comparably equipped iPhone Pro/Pro Max? 1 Terra Byte, No Trade-in, No Apple Care – $2,599 vs $1,899. Note that foldables only account for ~3% of Android sales (after 9 years of market availability from multiple vendors). From an entirely business perspective I wish the Duo the greatest success. I just don’t see it happening in the same way the Mac Neo, mini or Studio is succeeding.'
on Apple has a 'Full Disk Access' problem - 'Yeah, that’s the sound of the Full Disk Access issue. My problem was that Apple quietly removed support for connecting to older Macs via smb. Fortunately, I found a workaround, I can still connect to my older Intel Mini via VNC and pass files back and forth that way. (Also, I’ll note that most of the problems I’ve previously had with Mac Music.app are -still there- in Golden Gate. But I’m not quite ready to produce the current list of errors. A lot of those are Heisenbugs, they’re apparently random in appearance.)'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'I have no interest in the Duo, and my 18 Pro arrived yesterday.'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'You can count me as one. I upgrade every year and am anxiously awaiting the Duo!'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'Of course the under reported issue is how sales for the Iphone 17 hold up until the delayed release of the basic Iphone 18. If the sales of the older Iphone model hold up well then the positive sales push from the Duo and Pro line will be noticed. If the basic models sales fall off too much compared to previous releases than the gain Apple usually gets from new model introduction might be lower than usual. At least in the first quarter. It may make for tough compares. I am sure Apple has looked at this from many angles so they should know more what they are risking by changing the release schedules.'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'Sounds like clickbait. I think this goes to the Macalope’s first rule of Apple journalism. All news must spun as bad for Apple. Few people click on the headline “Good News! Apple is Doing Fine.”'
on Apple has a 'Full Disk Access' problem - '@David It sounds to me from the article that Apple is not disabling this feature, just adding more cautions before allowing you to do this. I recently paid for something with a wire transfer and my bank had me answer a few simple questions to help me not participate in a scam before completing the transaction. Sounds similar.'
on Yahoo: Apple is one of a trio of stocks keeping the market afloat - 'Well it is interesting that 3 stocks can account for 21% of the market cap value of the S&P 500. Makes it very difficult for the money managers to keep to their investment allocation rules. These few stocks and a couple of others are probably under owned by many fund managers. So are individual investors taking up the slack? I guess that has to be the answer. Otherwise the companies values could have been limited if the fund managers were in control. And if these companies perform well then the fund managers performance compared to the S&P 500 should suffer a bit.'
on Apple has a 'Full Disk Access' problem - 'I hate having to defend Muse, but this story doesn’t have much data. Sounds like a single person had a problem. In the comments to that story another person suggested that Muse had been installed and running with no guardrails and then the user added limits. Closing the barn door after … This user claimed that by limiting Muse before running it he didn’t see any bad behavior. This is all very confusing as we are trying to decide what to do based on a few anecdotes.'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - '“I’m not sure…” that Lee knows much. iPhone Pro sales are up 12% vs last year in China, the second largest market. That would offset other geos. His first premise falls flat. Since each Duo sale is really duo – two time the revenue, it takes little to pump the full season YoY comps. His second premise falls flat.'
on Mark Gurman retails Apple smart home rumors in his first 'Power On' podcast - 'With all the unconditional hate Gurman is getting from this board, reading PEDs take is, well, refreshing!'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - '“My take: I’m not sure the situation is quite as binary as Lee paints it.” I basically agree with Philip’s take. This is not a binary do or die moment for the Iphone or Apple. It is more indicative of how the supply chain has pushed Apple to adjust its usual cadence. It is important to make Apple’s position for the future to have make or break tension for these writers to get people excited and or worried about something. Since there doesn’t seem to be an Apple killer or competitor on the horizon this “month” bringing up concerns about the popularity of the Duo vs Pro Max seems like a good short term subject until orders start. So we have about 10 days to wait before learning more about this subject. If Apple also introduces new products before the Duo order date like expected I think that is a reflection of how positive Apple is of its path this fall.'
on Apple has a 'Full Disk Access' problem - 'If Apple plays it well, privacy control could really become one of its main selling points. Having an app requesting full disk access to do interesting things is not a good way to handle privacy.'


