Bart Yee on Mark Gurman and pals break down Apple's HomeView event (video) - 'Claims are made that Apple has huge bezels, why couldn’t they avoid them? Well, for an always on display with fixed or unchanging elements, burn in can be a real problem. In most applications OLED displays are much more prone (due to individual pixels being lit much more than others so that ages them faster) to burn in without a number of mitigation strategies. LCD panels are preferred due to separate backlighting from the pixel layer. “Amazon Echo Show and Google Nest Hub smart displays utilize LCD panels and feature prominent display bezels. When compared to the Apple HomeView, all three devices rely on LCD-based display technology and include bezels, but they differ significantly in screen shape, resolution, and overall design aesthetic. • Bezels: • Older models featured thick, raised plastic frames or white lips around the screen. • Newer generations (such as recent Echo Show and Nest Hub models) transition to a flatter, near-flush border design, though a distinct physical black or colored border/bezel still surrounds the active display area to house the camera or sensors. Comparison with Apple HomeView • Display Technology: Apple’s HomeView steps up to a Liquid Retina display (Apple’s marketing term for high-resolution, high-PPI IPS LCD panels), which provides sharper visuals, higher pixel density, and truer color calibration (True Tone support) than the standard LCD panels found on Amazon and Google hubs. • Screen Shape & Orientation: • Apple HomeView uses a 7-inch square display format mounted on a domed, HomePod-style speaker base (plus a wall-mounted variant). • Amazon and Google rely predominantly on rectangles/widescreen orientations (ranging from compact 5.5-inch/7-inch/8-inch models up to large 15-inch and 21-inch wall panels). • Bezels & Build Quality: • Apple HomeView features a refined industrial design built with a recycled aluminum body and a stainless steel hinge mechanism, leaning into a cleaner modern tablet-on-a-stand aesthetic. • Amazon and Google frames are built primarily from plastics, glass, and fabric wraps, with more traditional functional bezels designed to blend into counter or wall environments.'
on OpenAI promises not to use Apple trade secrets — for now - '”Now, if we can just get past this memory price tsunami…” How many AI firms are right behind Meta and Oracle, caught between a rock and a hard place. If, for any reason, firms such as these (and these are just the first) cannot complete construction of planned data centers, what happens to the memory they ordered? They become available to others that are not building data. centers. My estimate of a 2030 collapse of the AI infrastructure buildout may occur earlier than forecasted. When memory prices ultimately collapse the value of every AI firm is going to drop like a lead balloon. Further, the elimination of all that data center projected future capacity is going to transfer to on device providers. Could there be an on site rack mount Mac in Apple’s future? Probably not, a Mac Mini/Studio server farm would suffice. Think Broadcom. Think custom ASIC for Apple. Think Different. Think Apple.'
on OpenAI promises not to use Apple trade secrets — for now - 'Most remarkable was that it is THE most aerodynamically efficient Ferrari ever made!'
on OpenAI promises not to use Apple trade secrets — for now - 'Richard: I’m about to reference Dan Niles. Yes, Dan Niles! He was on Closing Bell Overtime today and talked about the challenges with the neocloud stocks as the conversation about financing against higher interest rates and possible changes in future demand. He says straight up toward the end of this 4-minute clip Alphabet (Google) and Apple will be winners on the consumer side. I bring this up because the economics of many things from the cost of memory to the cost of compute will be changing and more competition may enter these spaces. What Anthropic and OpenAI offer may be at reduced prices to both enterprise customers and consumers soon. In other words, the economic landscape may be changing rapidly. This is influencing Anthropic’s and OpenAI’s timetable for their respective IPOs. Among the other issues presently is as capital costs rise to borrow, more AI-related enterprises may see the benefit of an IPO versus rising capital costs to borrow at rising interest rates. Here’s the video clip with Dan Niles from earlier today: https://apple.news/AVoD9YDjDTVuE6FNClmQvyQ'
on OpenAI promises not to use Apple trade secrets — for now - 'You got the right version of “this”. IMHO, they are trying to get this lawsuit out of the way for the moment. And your other point is right on the money. OpenAI thinks this will give them time to get a huge IPO. I think the Meta collaboration with Apple to run no-cost to download Open weight models locally on the Mac will destroy the business model and long-term viability of the AI companies. But then, I am not sure how Meta ends up making any money from this, but I know Apple will. Now, if we can just get past this memory price tsunami. WHich I think we might when the hyperscaler plans collapse next year and all of a sudden there is a lot of memory capacity. I hope.'
on Mark Gurman and pals break down Apple's HomeView event (video) - 'Gurman mentioned the next event happening 10/23, and pointed out that Apple will be covering hotel fare and business class travel for influencers on the invite list. Standard practice these days for the creator economy, he noted, especially since they no longer host live keynotes for fanboys and journalists who attend on their own dime. How times have changed.'
on OpenAI promises not to use Apple trade secrets — for now - 'Detecting and proving either company is using knowledge from the other strikes me as difficult. It would need A LOT of discovery.'
on Premarket: Apple is green - 'Already seeing extended delivery dates. I just ordered a starlight colored HomeView and the delivery date is 11/20 (7 days after the 11/13 available date). Also ordered an AppleTV and its delivery date is 11/23 – 11/27 (10 to 14 days after 11/13). Silver and gray HomeViews were available for delivery on 11/13 but I wanted a little color on this guy.'
on OpenAI promises not to use Apple trade secrets — for now - 'Speaking of Meta, I saw Apple is working to allow Muse to run locally on Macs, for better or worse.'
on OpenAI promises not to use Apple trade secrets — for now - '@Richard The big problem they have for the IPO is showing that they have any useful revenue. This is the big mystery about AI: enormous expenses, little to no revenue.'
on OpenAI promises not to use Apple trade secrets — for now - 'It was panned – until they actually drove one.'
