Michael Goldfeder on WSJ: The challenge for Apple's new CEO - 'Reminds me of college football when Bear Bryant was winning National Championships at Alabama. Nobody could come close to what he achieved. Then a few decades later they hired Nick Saban who did nothing in the NFL and the fans were all in an uproar as he would never replace the Bear. Half a dozen National Championships later he was crowned the Messiah. I see the same parallels with Steve Jobs moving to Tim Cook. Jobs picked Cook. Cook picked Ternus. I’ll trust the judgment of both of those incredible CEO’s as they made the right selection. Once again the naysayers in the bleachers are always clutching their pearls predicting doom and gloom. Or saying what the next CEO ought to be doing. Given that they are sitting in the bleachers watching the events from a different vantage point, they ought to just shut up and let the new CEO lead the way. That was why Ternus was selected.'
on SCMP: Apple and Huawei set to face off on foldables - 'The only silver lining? How about Mac sales which have been going gangbusters.'
on Mark Gurman: Ternus will be the CEO of Apple AI - 'I’m guessing that he’s referring to using AI in product development and manufacturing that involves something other than LLMs, and would also guess with >99.9% confidence that such a move happened long ago. However, I would also guess that Gurman and probably most other tech reporters thinks it is LLM-based and that engineers and scientists deep in the bowels of Apple’s ingenuity lair are starting all their investigations with “Siri, tell me…”'
on A tale of two Great Lakes - 'Also on the lighter side, a friend suggested that Mark Carney sign an EO renaming the USA as Baja Canada! 🙂 And Mexico should follow and rename the USA as Alta Mexico!'
on Mark Gurman: Ternus will be the CEO of Apple AI - 'Ternus has something no other CEO of Apple has had- a Tim Cook as chairman of the board to handle (and free up Ternus from) the political issues. There are probably a lot of CEOs out and about a little jealous.'
on Mark Gurman: Ternus will be the CEO of Apple AI - 'Looking forward to what’s to come under Mr. Ternus. Let’s get lucky!'
on SCMP: Apple and Huawei set to face off on foldables - 'I imagine that Apple is not competing against Huawei in most markets for foldable sales. The mobile phone market is not one market. Apple doesn’t make generic devices for the most part. The Android market has many more generic product makers. That is the part of the mobile business which is contracting.'
on WSJ: The challenge for Apple's new CEO - 'I remember an acquaintance who worked at Apple when Cook became CEO but left soon afterwards. Her prediction at the time was that Cook would kill the company through a lack of product innovation and hyper focus on keeping costs down. That seemed to be the prevailing theme of many in tech at the time, at least as I can recall from my sub-par brain. Phillip is right—the thumb suckers will come out in force to lament the absence of Tim Cook. My own prediction is that they will be as wrong about Ternus as their forebears were about Cook.'
on WSJ: The challenge for Apple's new CEO - 'Seems a bit like a backhanded compliment to Cook. Like he only “managed” Apple to a higher stock price. At least that is what I felt on first reading. I wonder how Ternus will be treated by the press.'
on WSJ: The challenge for Apple's new CEO - 'AI, AI, AI ugh…. The new Siri is doing very well and coming along nicely. Some new products (fold), Macs in enterprise for private AI, huge share gains on the low end with Neo. Those are just a few of the innovations coming.'
on This week's Apple trading strategies (8/31-9/4/26) - 'Index futures are mixed overnight as we approach the final trading day of August. Apple, which gained $5.12 on Friday to finish the week at $319.70, is off $0.61 overnight. Today (Monday) is also Tim Cook’s last official day as CEO of the company. On Tuesday John Ternus formally takes the helm. I’m looking forward to the new trading week!'
on Aaron Tilley: Apple was unprepared for the Mac Mini's success - 'One thought to add to my comment above: in the late ‘70s the memes was “Nobody ever got fired for buying IBM”. Today the meme could be “Nobody ever got fired for buying Apple”'
on This week's Apple trading strategies (8/31-9/4/26) - 'There is a clear denial filter involved in this process. Top level management do not want to know how much it will really cost to make the ultimate product. They want to know how much they can sell it for and how much they can reduce its cost to manufacture. Not that I’ve been in the top level seats, … but this is my view from “the bottom looking up”. And one can imagine what you see from there.'
on Errol Brandt: 'This whole cloud migration thing has been a massive disaster' - '“Backlash” is too aggressive a term to characterize the response by this crowd who loves PED. But the response to “Too much Brandt? Tell me when” likely shatters a record: 17 comments, all in the direction of “give us more!” and, by my (mis)count, @94 likes of those comments–so far. Has any other post garnered anything close to this kind of reaction? We are so grateful to PED for putting Errol in front of us. The subscribers have spoken!'
on A tale of two Great Lakes - 'Ah! I got the solution. According to Maps, the border between our two nations pretty much runs down the middle of the lake. Therefore, since trump wants to rename our southern half, the northern half can still be called Lake Ontario and the southern half can be called the new name only for those in the US. Everyone else will only see Lake Ontario.'
on Aaron Tilley: Apple was unprepared for the Mac Mini's success - 'From what I recall reading It feels over the past several years there have been many requests from the business community demand side that have mostly gone unacknowledged and unanswered until this current big push. It’s like the demand was finally a wake up call. So I guess I’m mostly agreeing with the author.'
on A tale of two Great Lakes - 'Joy of Tech nailed this one: https://www.geekculture.com/joyoftech/joyarchives/3285.html'
on A tale of two Great Lakes - 'For me, Apple Maps displays: Gulf of Mexico (Gulf of Mexico) Why, outside of the US do I need to be reminded of that egregious petulant twat? I hope you collective make a determination that Trump is and always was a clusterf**k and vote accordingly, from now on. Nonvoting is only an endorsement.'
on Aaron Tilley: Apple was unprepared for the Mac Mini's success - 'Apple’s success here is not an accident. Apple’s A to M to M Pro/Ultra progress results from decisions made years ago. They still have a long way to go to win over developers and customers. One class of computing has been overlooked analysts, high-end workstations and servers. It’s not enterprise as in top-down from the CIO. It’s more scientists and engineers and other specialists. Frankly, I’ve tried to figure this out and failed. Maybe others on the blog can shed some light.'
