David Emery on GM reverses itself, designs new dashboard with Apple and Google - 'We’ll see JUST HOW FAR this goes… Will this reach GM’s full project line, or just “selected models based on consumer demand’?'
on GM reverses itself, designs new dashboard with Apple and Google - 'Ad AI to the mix. Private tour guide telling history tales as you pass landmarks, or finding resources you might need on the road ahead.'
on GM reverses itself, designs new dashboard with Apple and Google - 'Great news – thanks And great news from a struggling Angel investment just got off the phone. All things come to those who wait. As long as they work like hell while they wait. Go Apple – team and leaders.'
on GM reverses itself, designs new dashboard with Apple and Google - 'What a waste of energy that was GM’s short-lived transition from CarPlay.'
on GM reverses itself, designs new dashboard with Apple and Google - 'There now, GM. Was that so hard?'
on Apple owned the 2026 Emmys - 'I”m with you Ron on all three opinions. But heck, as investors, we’re happy. Slow Horses: Season 6 E 1 tomorrow night.'
on Apple owned the 2026 Emmys - 'Keep watching the show…at least through episode 3 where the fun picks up'
on Apple owned the 2026 Emmys - 'It’s a strange show, Ron, and not really a true comedy per se. It’s more of a twisted, light-horror sit-com if anything. Whatever it is, I enjoyed it all.'
on Apple owned the 2026 Emmys - 'Kemble Widmer said: “It’s exceptional Gregg” **Please help me out, Kemble. My wife and I watched the first episode of “Widow’s Bay” last night and found nothing funny at which to laugh. We’ve thoroughly enjoyed other Apple TV shows, like “Ted Lasso” and “Slow Horses” and hope “Widow’s Bay” is just a slow starter. Is there comedy ahead or just bizarre circumstances?'
on Premarket: Apple is red - 'It’s just after 2pm in the east and the four major indexes remain in the red on the day. Apple is also under pressure and is currently down $2.48 or $0.75% at $330.60. IBM, a name very much in the news over the past few days due to the company’s leadership in quantum computing, is up $2.09 at $251.18. Overall it’s yet another challenging day for the broad market.'
on Apple owned the 2026 Emmys - 'I can still remember everyone belly laughing back in March, 2019 when Apple made the announcement that they were entering the streaming wars. Looks like Apple is having the last laugh and didn’t need to spend bazillions to acquire a film studio or content library like everyone said they had to do otherwise their misguided streaming venture would flop.'
on Premarket: Apple was red, turned green - 'David: I had a link to share with you but it’s not working. I believe Corning’s equity distribution agreement with Goldman has more to do with demand for optical cable and the costs of furnaces than demand for display glass from Apple for the iPhone.'
on Evercore: iPhone 18 orders are 'off to a strong start' - '@Rodney: Thanks for that insight as to Duo preorders for business accounts.'
on Evercore: iPhone 18 orders are 'off to a strong start' - 'I was certain I would get the foldable long before launch. But I’ve pre-ordered a ProMax 18 to replace my ProMax 17. Spending time outdoors (e.g., just completed the ADK46 in 58 days) hiking and on my property, I’m concerned how the Duo will hold up in such environments. For example, getting dirt on the inside screens, the occasional drop on the ground or rocks, etc. Also, the camera downgrade is uninspiring. Still thinking about a Duo though. If I can get satisfied on Duo durability before I open the ProMax, I’ll return the ProMax and pre-order the Duo. I’ve also thought about running both a ProMax and a Duo but that seems slightly awkward. And what’s pushed me away from two phones for now is the rumor of a larger foldable. If a foldable is for ‘easy’ use and my ProMax the knock-about, the Duo would last a couple years and I’d rather wait for more screen real estate. It would certainly make sense for AAPL to expand the foldable line just as they have the current iPhone. Presume AAPL is waiting for component costs, availability, production yields, demand, etc. to improve before expanding the foldable line-up.'
on Premarket: Apple is red - 'As we finish the first hour of today’s trading, I’m describing the S&P 500 as the “Red See” because most of what one will recognize is the color red across the scape. About 76% of components are trading below Monday’s closing prices. Apple is currently down $3.91 at $329.17. Among the tech companies moving higher today is Cisco Systems. The shares are up $0.64 at $110.70. The company is launching new Splunk tools. The company was named Splunk before Cisco acquired it.'
on Apple owned the 2026 Emmys - 'Not only Widow’s Bay but Apple’s DNA all over the awards. The little streamer dominated with Pluribus, Slow Horses and more.'
on Premarket: Apple was red, turned green - ' It’s reportedly intended to provide capital as a backstop for some big capex contracts. Am I wrong in thinking that Corning is expecting an expansion of orders? Could they challenge Samsung for folding displays?'
on Premarket: Apple was red, turned green - 'Robert: Thank you. I strive to provide informed context for greater understanding of the market’s daily activity along with awareness of market-wide factors that influence Apple’s trading price each day. There just isn’t a trading vacuum available for Apple’s share price to move around in it all on its own. It can get kind of crowded out there on the Street!'
on 28 million views in 4 days - 'Apple’s share price has “inflated” enough (much like our favorite, proverbial beach ball under water), that I am definitely not worried about the price of the Duo. Of course, the beach ball analogy is imperfect, because we don’t really want it to be held down.'
on Evercore: iPhone 18 orders are 'off to a strong start' - '” But I almost certainly will buy the larger foldable, whether a “BiPad” or a “Neo Duo”” I’m holding out for the Apple Vision Pro and an NCAA basketball subscription. I’ve waited this long, what’s another couple of years among friends (boy did I miss the timing of that introduction).'
on 28 million views in 4 days - 'Once you hit a certain level of views, subscribes, likes, etc the power of YouTube’s algorithms will turn an emerging star into a superstar. I’m sure anyone who searched iPhone Duo on YouTube over the last few days was fed Marquis’ video, and probably iJustine’s too. Anyone who then clicks on what they’re fed by these algorithms enhances the “stars” even more. That’s why the wannabe stars, usually in the first five seconds of their video, ask you to be sure to SUBSCRIBE and LIKE this video!'
on Horace Dediu on iPhone 2.0 - 'I just preordered the Duo, although I must admit the lesser optical zoom did give me pause. But my wife is getting the 18 pro, and she reminded me that she takes 95% of ‘our’ pics. So now she will take 95% of our pics, and 100% of our pics requiring 5x optical zoom. So I believe it will work out fine.'
on Evercore: iPhone 18 orders are 'off to a strong start' - 'I have a business account, and was able to place a preorder today for the Duo. He assured me that my Duo will come in with the first shipment of Duo’s that arrive the Friday after regular preorders begin in October. So my Duo won’t come before everyone else’s, just that my preorder (and all business accounts- unless it is a very large order) will be placed first in the preorder line, and will be in the 1st shipment. I’m excited. I have several friends with folding phones (crease very noticeable) and I can’t wait to show off Apple’s technology.'
on Horace Dediu on iPhone 2.0 - 'I currently use an iPhone 16 Pro max. From my look at the specs (spent about 15 minutes at Apple) , the Duo cameras are mostly the same as the 16 (48MP Fusion Main, 48MP Fusion Ultra Wide), but forgoing the telephoto lens, so optical zoom only goes to 2x not 5x which I do not use very much. It does not do Spatial photos or ProRaw, which I never use. But it does have Macro. So ,yeah, serious photogs will want more but since I’m retired and mostly use my camera for family pictures and my daylilies, I’m fine. Plus it has all the fun new AI tools, like Smart Take, Photographic styles 3, smart focus tracking. Also video looks better with cinematic mode (allowing up to 4K Dolby Vision at 60 fps instead of 30 fps, better low light video). Oh, it will also do time-lapse video with stabilization that the iPhone 16 Pro max doesn’t. And it can charge up to 50% in 20 minutes vs 35. And has Bluetooth 6. So I am convinced I will not see a change from the type of photography I do now. And it actually has 3000 nits vs 2000 nits for outside viewing. One final thing — the Duo uses the Apple C2 and N1 chips. The 18 Pro/Max does not use the C2 in the US, sticking with the Qualcomm chip. I’m convinced it will serve my needs the best right now. YMMV, which is why Apple makes something for everyone.'
on 28 million views in 4 days - 'I suspect that Apple is going to spend the next month chugging out as many Duos as they can. They now know it will be a monster hit and will sell every one they can make. Just in time for Christmas. I’m looking at Night Sky, 1 TB, $50/month lease after trade-in. I can put my entire music catalog of 450 GB on it and have room to spare for movies. In 2 years, I can turn it in and get the newest A22 Pro.'


