Greg Lippert on WSJ: How Apple plans to bring genAI to the masses - 'I don’t want my iPhone doing anything without asking, or really ME telling it what I want.'
on Premarket: Apple is green - 'I agree with both your process and your findings, Gregg. Why? Because I’ve literally arrived at the same conclusions as you and Horace, but in my own idiosyncratic way. I also made the following comment on Asymco One: “ Hmm. I wonder if there’s any data on just how prevalent [analysts’ underestimating of Apple has] been? My guess: bad as it still is, it was a great deal more so in years past. Apple has perennially been doomed….'
on Counterpoint: Apple grows as low-end smartphone makers get squeezed - '” Palm with WebOS was the last true competitor, RIP.” If WebOS had the finances to offer products for 3 years (vs one) after its initial launch, Apple may have had a real competitor. I demoed one before iPhone 3G came out, and almost bought it. It was very fast and feature rich (including multi-tasking, something Apple didn’t introduce until a few years later). Unfortunately it had trouble attracting carriers.'
on Hundreds of Apple Vision Pro engineers have re-entered the job market - 'repost: That report is interesting in that it references Gruber’s post on the AVP team as a source, yet it contradicts his outright statements such as: —— I don’t know who told MacRumors what (and their sourcing is just “MacRumors has learned”), but I know for a fact that it is not true that the teams working on the Vision platform have “been redistributed to other teams within Apple.” It’s a strange thing for MacRumors to state so categorically something I believe has no truth to it whatsoever. And if there is some truth to it, it’s not what the article implies, which is that the whole thing has been shut down, somehow without the world knowing until now. —— The entire post is worth a read. https://daringfireball.net/2026/04/on_the_future_of_apples_vision_platform'
on UBS: No WWDC fireworks - 'The latest price target on Apple from Mr. Vogt I can find is $296 issued May 1st. The shares closed at $311.23 today. I wouldn’t be surprised if he’s surprised by what’s announced on Monday and throughout next week’s WWDC event.'
on Premarket: Apple is green - '@Joseph There seems to be a bias among analysts for new, the edgy, the monopoly. Well over a decade ago a guy at TD Ameritrade suggested I sell AAPL because they were done for. Commodity phones would take over. It seems to be a kind of group think for them. Maybe they have seen too many other companies that tried to provide quality products fail in the face of cheap commodities? Also, looks like a surprising absence of puts in the chart PED posted above.'
on UBS: No WWDC fireworks - 'Yes – it’s quite funny. I found it on YouTube by simply searching “Apple ad Chrome”. Good choice of music to go with the ad, as you’d expect from Apple.'
on Hundreds of Apple Vision Pro engineers have re-entered the job market - 'I’ll stand – right behind you! 🙂 I really, really hope you’re right.'
on UBS: No WWDC fireworks - 'I don’t expect fireworks but I do expect improvements. That’s about it.'
on Hundreds of Apple Vision Pro engineers have re-entered the job market - 'GlassDoor aggregates the opinions of the employees about Apple culture, benefits, CEO approval etc., no spin, just data. Ignore third party hallucinations.'
on Hundreds of Apple Vision Pro engineers have re-entered the job market - 'Thank you Johnny T …. After reading the actual article, it is abundantly clear that the “Apple Culture” is a real thing of value, and is very much alive and well, after all these years since Steve Jobs created it. The uniqueness of a former Apple employee cannot be underestimated. This bodes well for Apple’s future.'
on Counterpoint: Apple grows as low-end smartphone makers get squeezed - 'Travel through many parts of the world and you will see the low end shamelessly copying, no counterfeiting, apple’s designs. If this means they can profit no more while apple (slowly) moves to offer more affordable entry points and take market share then good.'
on Ming-Chi Kuo: John Ternus has torn up my Apple vision roadmap - 'A wish list for Apple competitors? Therefore it may be Apple directed misinformation.'
