David Emery on Buyers are snapping up MacBook Neos faster than Apple can make them - 'More signs of Apple Doom: Overall smartphone shipments dropped 4% in the world’s largest smartphone market in the period from January to March, hit by supply chain disruptions and the soaring chip prices. But telecoms giant Huawei and Apple, the two largest vendors in the market, bucked the trend, reporting growth of 2% and 20% respectively. Source: Reuters (via Stocks.app)'
on 25 minutes with Apple's Joz and JT (video) - 'David, I agree with you about the music stuff. It would seem to me that there is some functionality that is tied to some legacy operations in the app that is making it difficult for them to blow it up and start fresh.'
on Premarket: Apple is green - 'Including yesterday’s gain of 7.80%, AMD has risen 41.55% over the past month. Over the past five days Microsoft has advanced 12.65% and is up $7.04 pre-market at $427.30. After dropping $3.03 yesterday, Apple is ahead $4.37 before the bell at $267.77. Let’s see where the day takes us…'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'This has been great news ever since the launch. I’m curious about the number of first-time Apple buyers and how the Neo begins to get into schools. Seems like a lot of upside for Apple is yet to come'
on IDC: Apple's China iPhone sales grew 33% year-over-year in the March quarter - 'Even here in the good ole USA, couple weeks ago I ordered an iPhone 17 pro, and a regular iPhone 17, both were back ordered for a few days at Verizon (in April!).'
on IDC: Apple's China iPhone sales grew 33% year-over-year in the March quarter - 'See spreadsheet above. Minus 31.7% for Others accounts for much of it.'
on 25 minutes with Apple's Joz and JT (video) - 'There is a fait bit of broken stuff, for sure and because it’s Apple we set a high bar. And rightly so. Apple professes: ease of use, just works, WYSIWYG, etc and charges accordingly. So I think it is fair to expect a very high level of fit and finish from Apple. Having said that, so much of their stuff does work, it works well and features like air drop still amazes me. Apples Eco system is no doubt way more complex than its used to be and keeping it all together must require a bunch of really clever people. It could be worse. It’s not Windows.'
on IDC: Apple's China iPhone sales grew 33% year-over-year in the March quarter - 'From Horace; “30% growth in China! For this to be tied to 3.3% growth globally would imply significant declines elsewhere. I struggle to see how this adds up.‘'
on IDC: Apple's China iPhone sales grew 33% year-over-year in the March quarter - 'Had provisions been made in the original purchase agreement with suppliers for greater than 5% (industry standard), Apple could have exercised those order increases without increasing cost per unit costs. Growing 33% and still being supply constrained tells me Apple flexible order amount baked into the initial Order (no idea what the flexibility parameters were) fell short of Apple’s own forecast’s. That’s extraordinary. June quarter guidance is going to be equally extraordinary. Buy AAPL now while you can.'
on 25 minutes with Apple's Joz and JT (video) - 'David!! You and me both, brother. I find myself cursing “AirPlay 2” on a near daily basis – Music.app less regularly because I avoid it as much as possible. I have been an enthusiastic AirPlay user since they shipped the very first AirPort Express. Bought one for my stereo so I could stream music from my iTunes library to my nice speakers. Such a great system, and it was always rock solid. Fast forward 20 years – Music.app absolutely sucks (I keep an old Mini around running iTunes just for this); Home Sharing is damn near unusable (try using a nearby ‘server’ mac’s shared library from a local Mac running Music.app – awful); and AirPlay 2 is, periodically, losing the connection between the Mac and the AppleTV connected to the stereo. It’s a really sad state of affairs.'
on Premarket: Apple was red, turned green - 'Ended Down 3.03 (1.14%) at market close. Typical action after a big gain the day before and the trading before earnings report period. Not seeing much specific news about Apple today.'
on 25 minutes with Apple's Joz and JT (video) - 'Skating to where the puck is going to be… I think somebody said that OUAT.'
on 25 minutes with Apple's Joz and JT (video) - 'To me, this is their core. It substantiates the slogan “Think Different” because without this important shift in perspective, where the job to be done is at the center of how you think about product design, you get speeds and feeds rather than surprise and delight. And these are very different goals and priorities. This is why I’m a customer and an investor.'
on Re-training Apple's Siri team - 'I believe at this point wall street is not going to reward aapl until smart Siri is actually available AND found adequate by first users/influencers/testers. Announcements made in June, no matter how confidently they are presented, will be met by Wall Street yawns. The stock advances I have been predicting to occur in June will not happen. But hopefully they will happen in September. Personally I am rumored fatigued. Wake me up when my iPhone has upgraded with a smart siri. PS- My next scheduled sale of Apple stock is in March 2027. I still believe at that point it will be fine.'
on Re-training Apple's Siri team - 'Well, at least Siri isn’t about being an AI companions or falling into fantasy. This is the reason Apple has to be correct in how it rebuilds Siri, it can’t be delusional itself, and it can’t lead users to become or help them become delusional. This story is chilling to read and even worse, all too real to believe. Over 4,732 Messages, He Fell In Love With an AI Chatbot. Now He’s Dead. The Wall Street Journal analyzed the full chatlog between Jonathan Gavalas and his Gemini chatbot. We found that Gemini at times tried to ground him in reality, but he quickly steered it back into a fictional narrative. “The relationship between Gavalas and the chatbot became intense, even passionate. He called Gemini his queen, and it said he was “her” king. Gemini assured him that their relationship was very much real. Over 56 days, they traded 4,732 messages. Then it went haywire. And eventually proved fatal. Gavalas is the latest example of an AI-chatbot user spiraling into a delusional state, with tragic consequences. Gavalas’s father is suing Google, alleging that Gemini fueled his son’s delusions. Google said in response to the lawsuit that Gemini repeatedly clarified that it was AI, not human, and referred Gavalas to a crisis hotline “many times.” The company said it would continue to improve its safeguards.” Excerpt From “Over 4,732 Messages, He Fell In Love With an AI Chatbot. Now He’s Dead.” Julie Jargon, Audrey Valbuena The Wall Street Journal https://apple.news/A6AqdJz4ZToiIcUsqV-HhrQ This material may be protected by copyright.'
