Recent Comments

  • Stephen Gordon on Apple invitation-only event today in NYC - 'The HomeView looks really cool, and the video is fun. Too bad I’m a renter.'
  • Gregg Thurman on Apple breaks $348: New record highs on HomeView release - '”How soon before we start hearing about ‘production cuts for the new HomePod display’?” Immediately after Thanksgiving.'
  • Gregg Thurman on Apple breaks $348: New record highs on HomeView release - '”For once, the stock doesn’t fall on the news” AAPL hasn’t gone negative, but it did drop about $7.00 just moments after hitting a new ATH. It seems to have bottomed at ~$341 then regained $2.00 (printing $343 plus). I’ll take it.'
  • David Emery on Apple breaks $348: New record highs on HomeView release - 'Doomed! How soon before we start hearing about ‘production cuts for the new HomePod display’?'
  • Daniel Albaugh on Apple breaks $348: New record highs on HomeView release - 'Yeah, after yesterday’s nice gain, I was ready for the bottom to drop this morning, but just the opposite (so far). Let’s hope it holds throughout the day.'
  • Daniel Albaugh on Apple HomeView available for preorder - 'HomeView not nearly as big as I thought it was going to be, but ordered one anyway (at $299, it’s cheaper than rumors thought), along with the AppleTV 4k. Not sure where I’m going to put the HomeView. I may just keep it in my study until I see how /how well it works.'
  • David Emery on Apple invitation-only event today in NYC - 'An appropriate ding on the EU with that last line…'
  • Rick Povich on Apple HomeView available for preorder - 'I’m already using Waze cameras for my two homes. I probably wont be buying an entirely different system from Apple. I also use LaCrosse Technology weather stations and thermometers at the two houses. I probably won’t be ditching them to buy new stuff. I am interested to see what the replacement cost to do so would be. Not inexpensive is my guess'
  • Cy on Apple invitation-only event today in NYC - 'Much appreciate you posting the announcements Bart!'
  • John Lizza on Apple HomeView available for preorder - 'Apple TV 4K. Pre order $299. https://www.apple.com/apple-tv-4k/'
  • Bart Yee on Apple invitation-only event today in NYC - 'https://www.apple.com/newsroom/2026/10/meet-apple-homeview-a-new-way-to-enjoy-entertainment-and-manage-the-home/ PRESS RELEASE October 13, 2026 Meet Apple HomeView, a new way to enjoy entertainment, stay connected, and manage the home Apple HomeView is powered by Apple Intelligence with Siri AI and built with privacy and security at its core'
  • Bart Yee on Apple invitation-only event today in NYC - 'Another long announcement so here’s the link for you to read it. https://www.apple.com/newsroom/2026/10/apple-announces-the-next-generation-of-homepod-mini/ PRESS RELEASE October 13, 2026 Apple announces the next generation of HomePod mini with support for Siri AI, beautiful new colors, and rich sound With a profoundly more capable and conversational Siri AI, new ways to enjoy music, and a more immersive home theater experience, HomePod mini does more than ever before'
  • Bart Yee on Apple invitation-only event today in NYC - 'Pricing and Availability Apple Home Collection will be available starting in December at apple.com/store, in the Apple Store app, and at Apple Store locations, with select accessories available starting early 2027. LG Video Doorbell Wired starts at $249.95 (U.S.), LG Floodlight Cam starts at $399.95 (U.S.), and LG Outdoor Cam Plug-In starts at $299.95 (U.S.), all available in Essence Graphite and Essence Silver in the U.S., Canada, and the UK. LG Indoor Cam Plug-In, also available in the U.S., Canada, and the UK, starts at $199.95 (U.S.) in Essence White. LG Smart Deadbolt Lock starts at $349.95 (U.S.) and is available in Essence Graphite and Essence Silver in the U.S. and Canada. LG Smart Thermostat starts at $199.95 (U.S.) and LG Temperature Sensor starts at $39.95 (U.S.), and are available in Essence White in the U.S. and Canada. Schneider Home Smart Thermostat starts at $199.95 (U.S.) and is available in Silver + White in the U.S. and Canada. Schneider Home Room Sensor, also available in the U.S. and Canada, starts at $39.95 (U.S.) in White. Installation accessories for smart thermostats are available separately at apple.com/store and in the Apple Store app. LG C‑Wire Power Adapter starts at $24.95 (U.S.), Schneider Home Trim Plate starts at $14.95 (U.S.), and Schneider Home C‑Wire Power Adapter starts at $24.95 (U.S.). Apple HomeView is not available for sale in the European Union, as Siri AI is currently unavailable in iOS in the EU. Apple is working constructively with the EU in an attempt to find a path forward.'
  • Bart Yee on Apple invitation-only event today in NYC - 'Home Climate Two new Smart Thermostats are available — one from LG Electronics and one from Schneider Electric — so users can choose the product that best fits their home’s broader energy ecosystem. Using on-device intelligence from iPhone, Adaptive Temperature in the Home app automatically adjusts the thermostats based on whether someone is at home, winding down at night, or away, ensuring the home is always at the right temperature without any manual scheduling. (Photos) Schneider Electric’s Smart Thermostat shows a room temperature at 68 degrees. LG’s Smart Thermostat shows a room temperature cooling to 70 degrees. In the contiguous U.S., Clean Energy Guidance can shift heating and cooling to cleaner, lower-cost periods for users with a compatible utility plan, and the Home app displays usage insights over time, including peak and off-peak rate information. The new thermostats can read temperature and humidity across multiple rooms using LG Electronics’ and Schneider Electric’s new standalone temperature and humidity sensors, or the sensors already built into HomeView, HomePod, and HomePod mini. Both thermostats and temperature and humidity sensors are Matter compatible and DIY-friendly, and work with a broad range of HVAC systems, with on-device wire detection to simplify installation. One Home, Working Together Every product across the new lineup shares a consistent, seamless setup and control experience. Starting with a single tap with iPhone, the accessory is added to Apple Home, similar to setting up HomePod — with no additional app to download and no separate account to create. Every device supports Thread, helping it maintain connectivity even if a Wi-Fi connection drops. Products also automatically update their network credentials if a customer changes their home Wi-Fi, eliminating a common smart home frustration. The accessories are designed to work together, and users can control every product with Siri. A single “Good Morning” scene can simultaneously adjust the thermostat, tilt an indoor camera down while a user is getting ready, and start music on HomePod. Using on-device intelligence from iPhone or Apple Watch, users can set up Apple Home to recognize key moments throughout the day: As the last user leaves for work, the thermostat adjusts for an empty home, the door locks, and cameras begin monitoring again. Before they arrive home, the thermostat begins adjusting the temperature, and the front door unlocks automatically as they approach. Privacy at Home Privacy is foundational to Apple Home. Camera footage and personal data in the Home app are stored end-to-end encrypted and never accessible to LG Electronics, Schneider Electric, or Apple. Camera footage is securely processed locally on the customer’s own Apple Home hub or in Private Cloud Compute and, for users with iCloud+, stored encrypted in iCloud for 10 days. No one, not even Apple, can access the data. Professional Installation Available at Apple Retail For customers who prefer to have their smart home accessories professionally installed, Apple Retail now offers third-party installation from ADT for an additional charge, available in the U.S. starting this fall.'
  • Bart Yee on Apple invitation-only event today in NYC - 'Home Monitoring LG’s lineup of four cameras gives users a private and intelligent way to monitor their homes when using a home hub like Apple HomeView, HomePod, HomePod mini, or Apple TV 4K. Every camera captures up to 2.5K resolution video and recognizes people, familiar faces, pets, vehicles, and packages, with video history securely stored in users’ supported iCloud+ plan, so there’s no separate camera subscription.2 The lineup includes the following devices: LG’s Video Doorbell offers dual cameras that capture separate views of visitors and packages — allowing users to switch between the front and bottom camera views seamlessly — along with a built-in spotlight and a chime that plays through HomeView, HomePod, and HomePod mini. The front camera captures 2.5K resolution video, and the bottom camera captures full HD resolution. LG’s Floodlight Cam delivers powerful perimeter monitoring with adaptive dual floodlights that activate automatically when motion is detected, and low-light color night vision that preserves clarity in darker conditions so users can see more of what’s happening outside. LG’s Outdoor Cam also offers low-light color night vision and can be easily angled, delivering flexible outdoor coverage with simple self-installation. LG’s Indoor Cam takes a distinctive approach to privacy in the Home app by automatically tilting upward and downward to adjust the view when users check in on the home, and tilting back down to stop monitoring as soon as the first member of the household returns. Users can also tilt the camera manually or in the Home app at any time, whether to take a quick look around the room or adjust the view to exactly where they need it. Each camera works with iCloud+, giving users access to 10 days’ worth of event video history. On eligible iCloud+ plans, Apple Intelligence adds automatic video descriptions that summarize what’s happening in a clip, along with the ability to search footage using natural, descriptive language.3 Built-in storage keeps cameras recording even when Wi-Fi goes down, and improvements to the way footage is captured and stored ensure detected moments aren’t missed during a network outage. Users can view live footage and camera activity at any time right from the Home app on iPhone, iPad, Mac, Apple TV 4K, or HomeView — with quick live snapshots that give an at-a-glance view without needing to open a full livestream. Home Access LG’s Smart Deadbolt Lock brings a new level of convenience to home access. Using Ultra Wideband technology, the lock can tell how close a user is and when they’re approaching the door. As a user with a home key on a compatible iPhone or Apple Watch walks up, the door unlocks automatically, with no tapping required. For flexibility, users can also tap to unlock with an iPhone or Apple Watch, use an integrated PIN pad, or rely on a hidden backup key slot. The lock can sense if the door has been opened, closed, or tampered with, alerting users if it’s open even while locked. Guest access can also be shared directly through the Home app, making it simple to grant a dog walker, house sitter, or visiting family member their own way in. The exterior keypad and interior lock mechanism of LG’s Smart Deadbolt Lock, shown in Essence Graphite. The exterior keypad and interior lock mechanism of LG’s Smart Deadbolt Lock, shown in Essence Silver. Controls in the Home app allow the doorbell and lock to work together as a front-door system — letting users see who’s there and unlock the door in a single view or by asking Siri. When a visitor rings the bell, a chime sounds through HomeView, HomePod, or HomePod mini, and a notification appears on the user’s Apple devices, like iPhone or iPad. From wherever they are, users can see who’s at the door, speak to the visitor, and unlock the door for them. The new smart lock is Matter compatible and supports Aliro, working entirely locally so core access functions continue even without an internet connection.'
  • Bart Yee on Apple invitation-only event today in NYC - 'PRESS RELEASE October 13, 2026 Introducing Apple Home Collection, a new lineup of smart home accessories In collaboration with LG Electronics and Schneider Electric, Apple brings the simplicity, reliability, and privacy of iPhone and Apple Home to a new suite of smart cameras, thermostats, and a door lock A showcase of Apple Home Collection accessories include the doorbell pad and interior lock mechanism of LG Electronics’ Smart Deadbolt Lock, LG’s Indoor Cam, and LG’s Video Doorbell, along with Schneider Electric’s Smart Thermostat. https://www.apple.com/newsroom/2026/10/introducing-apple-home-collection-a-new-lineup-of-smart-home-accessories/ CUPERTINO, CALIFORNIA Apple today announced Apple Home Collection, a new lineup of smart home accessories — including indoor and outdoor cameras, thermostats, temperature sensors, and a video doorbell and door lock — designed in collaboration with LG Electronics and Schneider Electric.1 These new accessories are simple to set up starting with one tap with iPhone, and everything is managed through the Apple Home app — no separate app or account required. Each accessory is encrypted end-to-end in Apple Home, so only users and the people they choose can access their home data. Building on the thousands of Works with Apple Home and Matter accessories available today, Apple Home Collection offers customers a new array of recommended products to better understand what’s happening inside and outside their home, manage access, and keep the temperature just right throughout the day. Availability for all products begins in December, with select accessories available starting early 2027. “Apple Home Collection makes it easy to choose smart home accessories with confidence,” said Matthew Costello, Apple’s vice president of Hardware Engineering. “Working closely with industry leaders LG Electronics and Schneider Electric, we designed every accessory to work seamlessly with Apple Home, so managing your home is simple, reliable, and private.” (Photo) Smart Deadbolt Lock and Video Doorbell are featured on a dark green front door. Floodlight Cam in Essence Graphite is mounted on a brick wall above a door, illuminating the area at night. Smart Deadbolt Lock and Video Doorbell are featured on a dark green front door. Apple Home Collection accessories feature a clean, minimal aesthetic and premium materials, with every detail considered, from how they mount and adjust to how they look and feel throughout the home. Floodlight Cam in Essence Graphite is mounted on a brick wall above a door, illuminating the area at night. A New Kind of Apple Home Works with Apple Home and Matter certification have allowed a wide array of third-party accessories to connect with Apple’s smart home ecosystem for years, and Apple Home Collection takes it even further. Apple worked closely with LG Electronics and Schneider Electric to create an integrated Apple Home experience across the new product lineup. And like all accessories in Apple Home, Apple Home Collection products are designed for privacy, with Home app data encrypted end-to-end, so LG Electronics, Schneider Electric, and Apple can’t read it. These new Apple Home Collection products feature a clean, minimal aesthetic and premium materials, with every detail considered, from how they mount and adjust to how they look and feel alongside Apple products throughout the home. Each product can be set up starting with a single tap with iPhone, controlled entirely from the Home app and using Siri, and work as either standalone accessories or together as a connected system. “LG Electronics has spent decades developing technologies and products designed around the way people live,” said Kihyun Jung, LG Electronics’ executive vice president. “Working closely with Apple, we’ve co-created a more connected, intuitive, and convenient home experience for our customers.” “As a global leader in energy technology, we are proud to bring our experience in innovative and advanced climate control to Apple Home,” said Olivier Blum, Schneider Electric’s CEO. “Schneider Home’s new Smart Thermostat is a true collaboration with Apple to give customers a seamless way to help manage their home’s energy use, effortlessly blending efficiency with everyday comfort and simplicity.” Continued'
  • Bart Yee on Apple's China ecosystem doubled in five years - '4 Trillion Chinese Yuan is equal to $1.05 Trillion US dollars. A lot of money in any book.'
  • Greg Lippert on Nikkei Asia casts a shadow over Tim Cook's China tour - '@Neal That’s sooooo boring!!! 🙂'
  • Greg Lippert on Apple invitation-only event today in NYC - 'Somewhat surprised there’s not a pre-recorded presentation at 9am.'
  • Bart Yee on Apple invitation-only event today in NYC - 'Well, about 30 minutes to go before the experience starts for the lucky attendees. Don’t know why I’m up at 5:30 am PDT, but there you go. Hope it’s a lot of fun, informative, and perhaps even eye opening and well done. And perhaps even truly groundbreaking for Apple. However, wonder if there will be the typical buy the rumors and sell the news type AAPL action today?'
  • Cy on Apple invitation-only event today in NYC - 'Looking forward to what AAPL will show here! Likely several years too late for me as I am deep in Sonos (speakers and TV systems), Ring (camera doorbells and cameras), Lutron (light switches and control), Blink (cameras), Ecobee (thermostats), and Nest (smoke and CO detectors). These devices all work beautifully at their very narrow tasks and don’t wear out rapidly. Perhaps if their home integration system and controller is amazing I could be interested. However, my iPhone, which is always with me, serves as a great controller and has a folder in the dock with the native apps for ask these systems that works well as an ‘integration system’. So it’s hard to see how a separate device(s) laying around the house could be sufficiently better and convenient. And I presume AAPL will make that home integration software available on iPhone. Anyway, I’m clearly into home automation and if there’s nothing that makes sense for me to upgrade or add, it’s great to see AAPL finally enter the space. Just wish they’d done so 5+ years ago and had been an option before I invested so much in these other systems.'
  • Daniel Epstein on Omdia also sees the Mac gaining market share - 'As far as the supply chain reports and news. I read earlier today that Apple has increased Duo orders by 30%. Before pre orders even start. As for the Pro 18 and Pro 18 Max the order change was for the 18 pro down 15% and the 18 pro max up 15% so more of a product mix adjustment which would actually be a revenue increase even though essentially what was ordered before the release. This may mean the premium priced models are going to be even more popular than expected. As for demand overall we will have to see if the the basic 17 models continue to sell well enough till the basic 18 gets introduced. I do think Apple customers often surprise us to the upside on demand for the newest models.'
  • Robert Paul Leitao on Premarket: Apple is green - 'CNBC’s MacKenzie Sigalos says it all in this clip from today’s Fast Money podcast. Apple’s shares closed up today $3.70 or 1.29% at $340.97 and just shy of the current all-time closing high of $341.07 set on September 25th. Concerns about slack demand for the iPhone 18 Pro and iPhone 18 Pro Max appear to have dissipated. In other news today, JPMorgan raised its price target on Apple from $340 to $360 per share. Apple’s closing market cap today is $4.98 trillion. https://apple.news/AHy6vAw6CQQS9yI1-3ZJv9Q'
  • Richard Gayle on Omdia also sees the Mac gaining market share - 'You are right, especially if Seinfeld was letting one friend alone so they could lift the other up, so both actually end up higher than either alone. It gets into the complexity of Apple’s supply chain and why anyone with smarts takes ‘supply chain’ reports with a grain of salt. They seldom say which supplier is up or down. Or how many. Just that one is. In the old days, I’d refer to it as the “OMG they are buying fewer resistors and are doomed” approach to analysis. Could be because Apple is sourcing a few parts somewhere else. Could be because Apple dropped a supplier due to leaks. Could be Apple now has a huge stockpile for the next 3 months. Could be Apple is re-adjusting its product line. Could be no one is buying the entire Apple product. Again since they seldom report WHICH suppliers. It could be any of those. The media always hooks on the last one because Apple doom and gloom in the headline moves the market so that the institutions can get in before it takes off as later reports come online. Rinse. Repeat.'
  • Gregg Thurman on Apple sticks with 'Apple Intelligence,' for now - '”Makes Apple Intelligence at once cleanly simple, direct, brand specific, and informative while others veer off to other symbolism.” Your list of brands for “AI” products reminds me of another time, when the CEO tried to increase sales by introducing several variants of the same product, and all he did was confuse customers. Then, when Jobs returned, he condensed it all down to Good, Better, Best.'
  • Bart Yee on Apple sticks with 'Apple Intelligence,' for now - 'No, that will be reserved for another grifting product or service for unsuspecting wallets called SI-FT for Freedom Trump, SI-EVE, for Excellent Value Extraction, and SI-SNAKE-EEE for • S – Subversive or Self-Serving • N – Narcissist • A – “Actor” or agent for other power, also Amoral, Autocratic, Antagonistic, Aggressive, and Adversarial • K – Known for • E – Ego, Evasion, Exploitation, and unmet Expectations. Spin the alphabet wheel for to roll your own. Sorry if that’s too political, but it is in keeping with Trump’s penchant for wanting everything to be monuments to HIM, not our country. There’s a word definition of that behavior somewhere. Starts with an M and ends with a C.'
  • Bart Yee on Apple sticks with 'Apple Intelligence,' for now - 'Richard, you are exactly right, and perhaps Apple got it right already in more ways than one. 1) in June, https://www.apple.com/newsroom/2026/06/apple-introduces-siri-ai-a-profoundly-more-capable-and-personal-assistant/ Apple announced the new “Siri AI, powered by Apple Intelligence”. “Siri AI leverages the next generation of Apple Intelligence” (broadly and pragmatically trained with help from Gemini). 2) Apple also introduced “Siri with Visual Intelligence Now Across iPad, Mac, and Apple Vision Pro” Each time Apple discusses Siri, they add an Apple specific qualifier name to the service and stress an Apple Brand name, especially Apple Intelligence. It’s not Apple’s fault but rather its direct marketing genius to call its AI Apple Intelligence which “just happens to be the same abbreviation, AI”. It’s not confusing, it’s a happy coincidence or full on deliberate choice that for Apple users AND media, and now politicos, Apple Intelligence and AI can and will be used interchangeably, essentially fusing the two, and Apple builds yet another anchoring brand within its ecosystem. Such is the power of Apple Marketing, and hopefully strongly if not yet fully backed up by the software and results. 3) here’s the fun part: In creating and naming it “Siri AI, powered by Apple Intelligence”, Apple can rightly (but doesn’t usually) shorten that to SAI and legitimately say it’s Siri Apple Intelligence, and drop the “AI as Artificial Intelligence) thoughts, phrasing, and references. Apple’s acronym already fits the executive order and beat Musk and Salesforce to the punch 4 months ago! 4) therefore, Apple has no need to describe any AI or Siri as a “Super Intelligence” (and most wouldn’t say Siri currently anywhere comes close to that level yet) because it will keep referring to its product and brand as Apple Intelligence, as the overarching umbrella of AI features, again forging and reinforcing Apple’s branding power and narrative, while others squabble over generic references of “Super vs Artificial”. Now I grant you others in the AI industry have made great strides in getting huge models and Apps named and already in use, most now also synonymous with AI, and some actually have a meaning (news to me) 1) OpenAI’s (soon to be renamed to OpenSI?) ChatGTP which is “Chat Generative Pre-trained Transformer”. Rolls right off the twisted tongue. OpenAI itself was supposed to mean developing AI in an Open and transparent manner consistent with its not for profit charter but we know how that’s going. Capability Tiers: • Sol • Terra • Luna 2) Anthropic’s, meaning “relating to mankind” and with human aligned safety, Claude, named for Claude Shannon, father of modern information theory. Pretty esoteric reference that most average users wouldn’t know or care about. Capability Tiers from small to very large: • Haiku • Sonnet • Opus • Fable 3) Google Gemini, formerly Bard, “twins” celebrating the merger of Google Brain and DeepMind. Brand and product. Capability Tiers: • Flash • Pro • Ultra 4) xAI’s Grok. Here xAI is confusing – does it mean SpaceX, X formerly Twitter, or as some say “x” as in little x as in infinite variables? Grok refers to Heinlein’s novel and to understand something so deeply you become one with it. Seen in T-Shirts in the 60’s and 70’s (“I Grok Spock”). 5) Microsoft CoPilot, literally your second in command (or will that become your unwitting Master?). 6) and then there’s the dizzying array of ever changing new models and names to befuddle the mind and memory: A. GTP Sol, Terra & Luna B. Gemini 4 Argon C. DeepSeek 4.1 Flash D. Claude Fable 5.1 E. Anthropic Mythos F. META llama, no scratch that, now called Muse Wonder / Muse Spark, complete with animated and munchkin sized real life innocuous looking mascots. Beware. G. World Labs “Spatial Intelligence”, (bordering on Apple’s name for Vision Pro features). H. International entries include France’s Mistral, Germany’s DeepL (for learning), Chinese Alibaba Qwen (loosely translated as “seeking universal truth through a thousand questions”, Abu Dhabi’s TII institute’s Falcon-Emirati (national bird), etc. Makes Apple Intelligence at once cleanly simple, direct, brand specific, and informative while others veer off to other symbolism.'
  • Steven Philips on Apple sticks with 'Apple Intelligence,' for now - 'I’m surprised Trump didn’t just name SI after himself. The smartest turnip in the patch – ever! 🙂'
  • Steven Philips on Apple sticks with 'Apple Intelligence,' for now - 'Super set?'
  • Les Surdykowski on Omdia also sees the Mac gaining market share - 'All these reports of Apple products being scaled back while others are selling better make me feel like I’m in a Seinfeld episode. It’s like Jerry’s ‘Even Steven’ theory—whenever one friend is down, the other is always up.'