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  • Bart Yee on Mark Gurman: Why Apple's HomeView? Why now? - '“how do you think Apple will solve this with their Oct 13 event in New York?” At the October 13 “Welcome home” event in New York, Apple plans to address its capability bottlenecks not by abandoning its privacy first principles, but by throwing high-performance local silicon and centralized ambient displays at the problem. By creating dedicated, powerful hardware specifically for the house, Apple is trying to bridge the gap between “local privacy” and “advanced intelligence”. Industry reports and supply chain leaks point to a three-pronged strategy to solve these limitations: 1. The “HomeView / HomePad” Smart Display (Localizing the Brain) The centerpiece of the event is a rumored 6-to-7-inch square smart display (codenamed J490) designed to sit on a tabletop or mount to a wall. * How it solves the bottleneck: Historically, HomeKit suffered because a tiny HomePod mini didn’t have the computing power to process complex commands or handle advanced visual AI. This new hub is expected to be powered by the A18 chip or newer paired with significant RAM. * The Result: This gives the house its own dedicated Neural Engine. The display can run Apple Intelligence and a modernized, Siri AI entirely on-device. It can use local cameras to recognize who is in the room and personalize responses without sending household data or camera feeds to a cloud server. 2. A High-Powered Apple TV 4K (The Local Server Upgrade) Apple is expected to refresh the Apple TV 4K with an advanced chip (like the A17 Pro or A19) and 8GB of RAM. * How it solves the bottleneck: 8GB of RAM is Apple’s strict baseline hardware requirement for running local Apple Intelligence Large Language Models (LLMs). * By upgrading the Apple TV— which serves as the default permanent HomeKit hub—Apple creates a powerhouse local edge server that stays plugged into the wall 24/7. This allows complex automated routines to process instantly inside the home, removing the latency that usually plagues cloud-dependent systems like Alexa or Google Home. 3. Deep Hardware Partnerships (Bypassing Ecosystem Limitations) Apple has historically struggled with a lack of first-party smart home hardware (no Apple video doorbells, no Apple smart locks). At this event, Apple is expected to solve this through major structural collaborations, most notably a reported hardware partnership with LG and security integrations with ADT. * How it solves the bottleneck: Instead of forcing users to buy cheap, unsecure third-party plastic gadgets, Apple is co-developing or deeply certifying a wave of smart locks, thermostats, and indoor/outdoor cameras built on Matter and Thread protocols. These devices will feed natively into the Apple Home architecture, giving users the broad utility of the Amazon ecosystem while maintaining Apple’s strict local cryptographic security keys. The Aggressive Bet Apple is betting that users are willing to pay a premium—reports suggest the new hub could sit around the $350 mark—to get the raw speed of a fast, local AI assistant without the corporate data tracking, “by-the-way” ad bloat, and bricking risks that currently plague Google Nest and Amazon Alexa. “The event kicks off tomorrow at 9 a.m. ET. Once the official specifications drop, would you like me to analyze how the new Apple Home hub compares?”'
  • Bart Yee on Mark Gurman: Why Apple's HomeView? Why now? - 'How They Stand Up to Corporate Changes Feature ☁️ Google / Amazon Apple HomeKit Home Assistant Where does data process? Corporate Cloud Servers Locally on an Apple Hub Locally on your own Hardware Works when Internet is down? No. Completely breaks down. Yes. Local control remains. Yes. Local control remains. Subscription Fees? High. Pushing heavily for AI/video None (Optional iCloud video) Zero. Completely free Risk of Bricking? High. Products get sunsetted. Low. Hardware relies on local API. Zero. Software is open-source. Setup Difficulty Plug-and-play simple. Plug-and-play simple. Requires a weekend DIY project. “Does Apple’s approach to local management and control of the Home seem to mirror its approach to AI?” Yes, Apple’s local approach to the smart home is a direct blueprint for how it handles AI. The fundamental philosophy behind Apple HomeKit and Apple Intelligence is identical: “Local first, cloud only when necessary, and user privacy as a product feature.” While Google and Amazon pioneered a “cloud-first” model for both smart homes and AI, Apple’s strategy across both domains focuses on keeping data processing on the physical devices you own. 1. The Edge Computing Parallel (On-Device Processing) * The Smart Home: In Apple HomeKit, your automations and device communications are handled locally by an “edge” device in your house—an Apple TV or a HomePod. It doesn’t need to send a message to a distant server just to toggle a light bulb. * The AI Approach: Apple Intelligence relies heavily on on-device models. Small, highly optimized generative models run directly on your iPhone, iPad, or Mac’s Neural Engine. Your text messages, photos, and calendar data are summarized and processed right on the silicon of your device without ever being transmitted to Apple. 2. The Cloud Compromise: Local Security Over Corporate Servers When local hardware isn’t powerful enough, both systems scale outward—but they do so through highly locked-down, encrypted pathways rather than open cloud databases. * The Smart Home (HomeKit Secure Video): When a HomeKit camera captures video, the local Apple TV analyzes it to see if it’s a person, pet, or car. Only after it is analyzed and fully encrypted locally is it sent to iCloud for storage. Apple cannot read the video. * The AI Approach (Private Cloud Compute): For complex AI tasks that require a massive LLM, Apple routes the request to its Private Cloud Compute (PCC) servers. Crucially, your personal data is never stored, Apple cannot inspect it, and independent security researchers can actively audit the server software to prove that Apple isn’t keeping logs. 3. Monetizing Hardware, Not Data * The Smart Home: Google and Amazon sell cheap smart plugs and speakers to capture user data, build behavioral profiles, and push subscription services. Apple charges a premium for an Apple TV or HomePod up front, using the local smart home ecosystem as a retention mechanism to keep you buying iPhones. * The AI Approach: While Google and Microsoft charge monthly fees for their premium AI tiers (or use your data to refine ad-targeting engines), Apple bundles its core AI features directly into the operating system. The AI is used to incentivize you to upgrade to the latest hardware that features a chip capable of running those models locally. The Downside to This Philosophy Mirroring this approach across both industries means Apple inherits the exact same drawbacks in both spaces: capability bottlenecks. Because Apple insists on processing things locally, HomeKit was historically slower to adopt new third-party accessories than Alexa, and Siri remained frustratingly basic for years. Similarly, Apple Intelligence has rolled out at a much slower, more cautious pace than cloud-native competitors like ChatGPT or Google Gemini, prioritizing local security over raw, unrestricted cloud power.'
  • Bart Yee on Mark Gurman: Why Apple's HomeView? Why now? - 'Vendor Best Used For App & Routine Usability Support & Longevity Danger Amazon Budget-friendly setups, wide accessory choice, and strict security alarms. High. Easy to automate, but voice menus are spammy. Moderate. Subscriptions are expanding; older hardware gets left behind. Google Video intelligence, 24/7 camera monitoring, and display aesthetics. Medium. App can be clunky; migrations are frustrating. High. High probability of hardware features being turned off remotely. Because of these issues, many tech enthusiasts are moving to open-source software like Home Assistant (HA) to run their homes locally without the cloud. Would you like to know how Home Assistant or Apple HomeKit bypass these support risks? “Yes” To completely bypass the threat of corporate shutdowns, forced migrations, and cloud dependencies, users are moving toward local-first platforms. Apple HomeKit and Home Assistant (HA) represent the two best alternatives to Google and Amazon, but they target very different types of users. Here is how both platforms solve the support and reliability issues of the smart home. Apple HomeKit: The Secure Walled Garden Apple handles the smart home differently than Amazon and Google. It is not an enterprise cloud service; it is a local-first framework baked directly into iOS and Apple hardware. * How it Solves the Support Risk: HomeKit devices communicate directly with your local Apple hub (an Apple TV or HomePod) over your home’s Wi-Fi or Thread network. If Apple decides to stop selling a smart speaker, your third-party HomeKit light switches, plugs, and sensors will continue to work indefinitely because they don’t rely on an Apple cloud server to turn on. * The Cloud Exemption: If your internet goes completely down, your automated routines, schedules, and switches still function flawlessly inside the house. * The Catch: It requires an Apple TV or HomePod to act as a home hub for remote access, and it requires you to be fully invested in the iOS ecosystem. While it is highly secure, your automation options are relatively basic compared to what you can do with Google or Amazon. Home Assistant (HA): The Ultimate Local Powerhouse Home Assistant is a free, open-source software program that you install on a dedicated piece of hardware inside your house (like a cheap Raspberry Pi or an old mini PC). It acts as a universal translator for your entire home. * How it Solves the Support Risk: Home Assistant gives you 100% digital sovereignty. It does not belong to a corporation, so it can never be discontinued, bricked, or hidden behind a mandatory monthly subscription. Your data never leaves your house unless you want it to. * Universal Compatibility: Home Assistant bypasses corporate rivalries. It can take a Google Nest Thermostat, an Amazon Ring Doorbell, a Philips Hue light, and a budget IKEA sensor, and force them all to talk to each other seamlessly in one interface. * The Catch: There is a learning curve. While it has become significantly easier to use in recent years, it still requires you to buy your own hub hardware and spend time setting up your integrations. It is a hobbyist platform that requires a “Do It Yourself” mentality.'
  • Bart Yee on Mark Gurman: Why Apple's HomeView? Why now? - '“question is, how well does each vendors products actually work and how well supported?” When assessing how well smart home products actually work and how they are supported, the answer depends on your tolerance for two major industry realities: planned obsolescence and heavy dependence on the cloud. Both Amazon and Google have excellent daily hardware performance but abysmal long-term product support track records. Amazon Alexa & Ring Ecosystem ️ Daily Performance: How Well It Works * Strengths: Amazon has the absolute best third-party compatibility in the industry, supporting over 400,000 devices. Creating routines, syncing budget smart bulbs, and setting up automated smart home triggers is incredibly easy. Its acquisition of Ring provides a flawless, highly reliable security system that integrates tightly with Echo speakers (e.g., using Echos to listen for breaking glass or smoke alarms). * Weaknesses: The interface is frequently criticized for being bloated. Echos are notorious for trying to upsell users via voice commands (“By the way, did you know you can order…”). Additionally, their video recording defaults strictly to event-based tracking rather than 24/7 rolling footage. Long-Term Support & Corporate Track Record * The Reality: Amazon’s smart home and hardware divisions have historically lost billions of dollars. This has triggered massive corporate layoffs affecting the Alexa, Devices, and AWS divisions. * The Risk: Because Alexa has struggled to monetize beyond selling cheap hardware, Amazon has shifted toward a paid-subscription heavy model (Alexa+) to access advanced AI smart features. If a device gets too old, Amazon has no qualms about quietly cutting software features or pushing forced upgrade cycles to make up for lost revenue. Google Nest Ecosystem ️ Daily Performance: How Well It Works * Strengths: Google excels in sheer intelligence and aesthetics. Nest smart displays feature premium industrial designs, and their built-in cameras use superior AI algorithms for familiar-face detection and precise tracking. Crucially, Nest cameras offer a paid 24/7 continuous cloud recording option, which catches everything that event-based cameras miss. * Weaknesses: The Google Home app can be sluggish, and migrating older Nest accounts into the Google ecosystem has been an absolute mess for users. It is also less compatible with random, off-brand smart devices compared to Amazon. Long-Term Support & Corporate Track Record * The Reality: Google has a notorious reputation for “bricking” or abandoning products. If a product line doesn’t align with their current focus (which is shifting aggressively entirely into Gemini AI), they kill it. * The Risk: Google completely terminated smart support for 1st and 2nd Gen Nest Learning Thermostats. Premium $250 devices that worked perfectly fine mechanically were stripped of their app control, voice assistant integration, and remote scheduling, turning them into basic manual wall dials overnight. Google also completely discontinued the Nest Secure alarm line and older Dropcams. The Shared Elephant in the Room: The Cloud Both Amazon and Google share a massive single point of failure: Total Cloud Dependence. If your internet goes down, or if Amazon AWS / Google servers suffer a massive regional outage, your smart home ceases to function. Routines won’t trigger, smart switches stop responding, and video doorbells will completely fail to record any local security events.'
  • Bart Yee on Mark Gurman: Why Apple's HomeView? Why now? - '“so is nest a big player or one of a fragmented digital home? what about Amazon or others” Google Nest is a massive player in the smart home landscape, but it exists inside a market that is simultaneously dominated by huge tech ecosystems and fragmented by hardware variety. The industry is structured less like a single unified house and more like competing walled gardens. The Big Two: Amazon vs. Google Amazon and Google control the vast majority of mainstream, mass-market smart home setups. They used their massive capital to buy out early smart home pioneers and aggressively scale them. * Amazon (The Market Leader): Amazon cemented early dominance through the ubiquity of Alexa and Echo smart speakers. Rather than building hardware from scratch, Amazon bought Ring (for DIY security and doorbells) and Blink (for budget-friendly wireless cameras). * Google Nest (The Premium Contender): Google maintains a strong second place. While Amazon focuses on aggressive pricing and wide varieties of hardware, Google has positioned Nest as a premium tier. For example, in the critical video doorbell market, Amazon Ring holds about 40% of the U.S. share, while Google Nest holds roughly 24%. How the Competitors Stack Up To understand how the “fragmented digital home” splits its power, it helps to look at the unique positions of the major tech giants: Company – Core Sub-Brands Ecosystem / Voice Assistant Market Position & Strategy Amazon – Ring, Blink, Echo Alexa Volume & Ubiquity: Aggressive pricing, widest product variety, and the largest market share. Google – Nest, Google Home Google Assistant / Gemini AI Premium & Intelligence: High-end hardware, deeply integrated AI for advanced person/object tracking. Apple – HomePod, Apple TV Siri Privacy & Premium: Strict local security, higher entry-cost hardware, tightly locked to iOS users. Samsung – SmartThings Bixby Appliance Hub: Integrates TVs, refrigerators, and washing machines with smaller third-party IoT accessories. The Fragmentation Problem and the “Matter” Solution Historically, the smart home has been deeply fragmented. If you bought a Nest thermostat, it did not talk to an Amazon Ring camera natively, forcing users to download multiple apps and build parallel, non-communicative setups. To solve this, the major tech giants—including Google, Amazon, Apple, and Samsung —partnered to create Matter, a universal open-source connectivity standard. Matter allows devices from different brands to communicate directly over a home local network (using a technology called Thread) without needing specialized cloud bridges. As the industry transitions to Matter-compliant ecosystems, Nest and Ring remain massive corporate pillars, but the digital home is finally becoming less fragmented, allowing users to mix and match hardware under whatever software assistant they prefer.'
  • Bart Yee on Mark Gurman: Why Apple's HomeView? Why now? - 'Horace said: “Total nonsense” Phil said: “Which part of it?” I’ll take a stab and say this part: “Gurman said: “If a rival comes up with a single breakout AI product, that could persuade consumers to look beyond Apple’s universe. And if someone falls in love with a new device from Amazon, Google or OpenAI’s forthcoming hardware lineup, defecting becomes that much easier if the customer’s home isn’t already tied to Apple technology.” “ So what about Apple’s existing major competition in the home space? Yes, they dominate, but why and really, how well are they doing? This is a Gemini mini-dive since I really don’t know much about Digital Home Products and Services because I’m a luddite in this area: “what has google done with nest products? how has nest done since google acquired it?” “Google bought Nest Labs in January 2014 for $3.2 billion, folded it into its main hardware division in 2018, and unified its smart-home brand under Google Nest in 2019. What Google Has Done with Nest Products * Rebranding and Consolidation: Google merged the old Google Home and Nest brands, transitioning products from the independent “Works With Nest” API to “Works With Google Home” and discontinuing older developer integrations like IFTTT. * Ecosystem Shift: Nest hardware (thermostats, cameras, doorbells, smart displays, and smoke detectors) was tightly integrated with Google Assistant and shifted into the Google Home app ecosystem. * Discontinuations and Sunset Dates: Google has phased out or canceled several distinct product lines and hardware generations over the years: * Discontinued the Nest Secure home security system and older Dropcam devices. * Phased out or stopped selling select Nest Protect smoke detector models and regional units as they hit expiration. * Ended support and smart features for 1st and 2nd generation Nest Learning Thermostats(ending remote/smart capability). * Subscription Model Push: Older models that allowed free or local storage shifted toward mandatory paid cloud subscription tiers (such as Google Nest Aware) for full camera and video history features. How Nest Has Done Since the Acquisition * Mixed User and Industry Consensus: Public and user feedback on Reddit and tech reviews reflects general frustration, citing a decline in standalone product identity, forced app migrations, and broken legacy integrations. * Internal Turmoil and Turnover: Following the 2014 acquisition, Nest faced early cultural friction, high employee turnover, and the departure of co-founder Tony Fadell in 2016 before being absorbed into Google’s core organization. * Losing Market Trust: While Google provided massive engineering resources that expanded Nest’s baseline distribution, the pattern of sunsetting older hardware generations (such as early Nest thermostats) has drawn criticism over the long-term lifespan of smart home devices. Continues'
  • Robert Paul Leitao on This week's Apple trading strategies (10/12-10/16/26) - 'Yes. I’m just filling in why after years of this nonsense. There’s also this week’s event between now and earnings as well as the commencement of orders for the iPhone Duo.'
  • Robert Paul Leitao on This week's Apple trading strategies (10/12-10/16/26) - 'This week marks the beginning of earnings season. Several of the nation’s largest financial institutions will be reporting early in the week. In general, I like the sector although it’s been hit hard over the past month. I like the sector because of the long-term, total return investment opportunities offered by many of the names. Outside the sector ASML and TSMC also report this week. Barron’s offers this calendar of events for the week: https://apple.news/Aur4JYD7DSBeVuLVuTA4swQ'
  • Steven Philips on This week's Apple trading strategies (10/12-10/16/26) - 'So – “until we hear from Apple.”'
  • Steven Philips on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'I was about the same age, but I was living a bit of a dystopian lifestyle myself so it really clicked.'
  • Steven Philips on Mark Gurman: Why Apple's HomeView? Why now? - 'If they’re invisible how can they be beautiful? Do they also sound great when the power is off? 🙂'
  • Steven Philips on Nikkei Asia casts a shadow over Tim Cook's China tour - 'The usual known unknowns. I don’t see any unknown unknowns.'
  • ben luna on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'Tracked down the Czech “Cybernuns” IBM ad from PED’s linked to Time article: https://www.youtube.com/watch?v=HmQ3f1PRnw0 It was fun watching the future unfold back when we had one.'
  • Richard Gayle on Nikkei Asia casts a shadow over Tim Cook's China tour - '“Apple has asked some suppliers”. Not all. Some. I wonder if these are suppliers that provide iPhone 18 Pro/Max only parts (like batteries or camera components). And I suspect that this is planned. And I bet we will hear in a month that ‘some’ suppliers are seeing increases in production (because the regular iPhone 18 will be coming up soon next year). The goal is to prevent the huge high and low between quarters. That means suppliers will also see lower highs and also higher lows in production requests. IMHO.'
  • Robert Paul Leitao on This week's Apple trading strategies (10/12-10/16/26) - 'Steven: In my observations over the years not only doe these reports appear each year soon after the release of new iPhone handsets, there may also be some misunderstandings about what Apple’s reports represent. Apple, for example, may ask contractors to have capacity to produce X number of units and then provides information on the number of units that are being ordered based on demand and market conditions. Second, peak demand season has been changing over time. Lunar New Year demand, for example, has extended the peak purchase season for new iPhone handsets beyond the December peak holiday season in the west. This has also reduced the acute demand shortages we had seen in years past in which iPhone supplies were often seriously constrained in the first few months following release. Supply orders have recently become more fluid early in the new model year. Third, the iPhone Duo has yet to be released and the lower-cost new iPhone handsets won’t be released until 2027 thus reducing demand at this time for many components that will needed later in the model year. Fourth, the media likes a proverbial horse race or contest to grab viewer/reader interest and stories about Apple will always create interest and become stores about the stories. Fifth, only Apple knows what’s being ordered and when orders are placed. As others have said, Apple has the information and senior management will detail the demand story on the next earnings call.'
  • Gregg Thurman on Nikkei Asia casts a shadow over Tim Cook's China tour - '”Nikkei Asia reported last week that Apple had asked some suppliers to cut production of components for the new Pro models, raising questions about demand after the initial launch period.” Even if Nikkei is correct, I do not for a moment believe any reduction was unplanned. A quarter over quarter revenue graph distinctly depicts declining sequential revenue for the March and July quarters. For the life of me, I do not see Apple getting caught flat footed to seasonal patterns, Besides there are levers that can be pulled before cutting production, ie., sales incentives given to carriers. I for one, would not be making such a dramatic decision until December, after a full month of Duo and Pro sales data. By then it would be too late to cut March quarter production, such is the nature of large scale production planning. If cuts were to be made, they would happen during the transition to iPhone 19 production in the September quarter when Apple traditionally gears down this year’s latest greatest. It’s a good thing that Nikkei doesn’t print their opinions (aka bogus rumors) anymore, because they’d have trouble planning its demand for ink.'
  • Charles A. on Saturday Apple video: Steve Jobs, master storyteller - 'Hap, I believe using “different” in a nominal sense suggests that Apple, the company, should be seen as a distinct entity, apart from the norm: i.e. Think Different — Think Apple.'
  • Ben Gepp on Mark Gurman: Why Apple's HomeView? Why now? - 'I’m a non starter if they Adobeafie Apple Home as a subscription service – that to me would mark the enshitification of Apple. I’ll pay top dollar for the hardware but I’m not paying Apple rent. I already have an Apple One subscription, which I pay top dollar for, that’s enough.'
  • Mordechai Beizer on Mark Gurman: Why Apple's HomeView? Why now? - 'Before someone comments that some Sonos hardware is AirPlay enabled, that doesn’t help me with the Sonos amps driving my beautiful in-wall invisible speakers.'
  • Mordechai Beizer on Mark Gurman: Why Apple's HomeView? Why now? - 'Meh, let me know when it works with my Sonos speakers and amps. Until then various Echos will keep populating my house. “Alexa play…” is heard repeatedly at the Beizer residence.'
  • Gregg Thurman on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'I know, but I can dream.'
  • Charles A. on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'The Vision Pro starts at $3,699, Gregg.'
  • Steven Philips on Mark Gurman: Why Apple's HomeView? Why now? - 'Is Apple just showing how well it works with “threads” ? 🙂'
  • Hap Allen on Saturday Apple video: Steve Jobs, master storyteller - 'I think he misses something about the “Think Different” choice: “Different” is an adjective. This implies a noun. So what it the noun? Is the noun the “different” people in the 1984 ad? Or a prospective customer, who may want to think of themself as “different,” or an outsider, in some special way?'
  • John Konopka on Mark Gurman: Why Apple's HomeView? Why now? - 'How long before I can get a handmade copy of that logo on Etsy?'
  • Philip Elmer-DeWitt on Mark Gurman: Why Apple's HomeView? Why now? - '“Total nonsense.” Which part of it?'
  • Horace Dediu on Mark Gurman: Why Apple's HomeView? Why now? - 'Total nonsense.'
  • Fred Stein on Mark Gurman: Why Apple's HomeView? Why now? - 'Yes, worth watching for the plan(s). Apple One already has 3 tiers. Maybe they’ll add another tier, offer a stand-alone, and use Home as an on-ramp to existing bundles. Wait and see.'
  • Richard Gayle on Mark Gurman: Why Apple's HomeView? Why now? - 'I will be carefully watching the subscription costs for these devices, especially the camera.This is an area where I expect we will see Ternus’ viewpoint on squeezing the services stone to get more revenue. Rumors are that it will cost $10 a month per camera for storage to access its AI features (face recognition, summaries, etc.). Not too bad but if one outfits the whole house it could be a lot, although probably still less than an ADT system — although there is a rumor Apple will work with ADT to have its own techs install the systems, so who knows how the pricing will develop. Maybe there will be a Home One plan where all the devices are included in an AI package that is reasonable. I’ll be watching carefully.'
  • Richard Gayle on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'I felt the same way about Foundation. I hated the changes. But now I stand up for it when I can. I went back to it after the 2nd season came it. And to view it on its own rather than what I wanted to see. I came to love many of the changes. I found it much, much better. Great science fiction. The first season was kind of slow due to lots of world building and exposition (kinda like Asimov 😉 . The 2nd season really took off (they brought in Jane Esperson of Buffy and Battlestar fame). Jared Harris is Seldon. The robot Demerzel is another iconic representation (with some changes from the books) who is the heart of the show. Lee Pace as the various Cleons is so great an addition, I wonder why Asimov never thought of that. Having an authoritarian rule where the emperor never really dies is genius. I can hardly wait for the 4th season next year. I’ve rewatched all three seasons a couple of times (on my AVP while sitting on the top of Mt Haleakalā on Maui 😉 and really enjoy them. YMMV but I now think it is one of the best SF series on Apple TV. Not Leverage or Silo level but top tier.'