Recent Comments

  • Brent Maynard on Hell freezes over at Walmart - 'I get the “That’s cool” or “I didn’t know you could do that.” A few times a month when I use my Apple watch. The only time I use my iPhone is when the watch is dead or starts updating cards.'
  • Steven Philips on Mopping up the AI slop - 'Still, that may be fitting in this situation. 🙁'
  • Steven Philips on For Mark Gurman, the foldable iPhone is a dream come true - 'My current iPhone is already tugging at my running shorts. I’m not sure I want one that turns me into a streaker! Still, I’ll wait and see.'
  • Steven Philips on This week's Apple trading strategies (8/24-8/28/26) - 'I’ve been around for too long (sigh!) for these early announcements to have any real meaning. I’ll just wait for the products and then the discussions of their positive and negative qualities and how the market reacts to the realities.'
  • John Konopka on This week's Apple trading strategies (8/24-8/28/26) - 'If we are in fact about two weeks ahead of the new iPhone release then we might expect the stock boosters to start their work sometime this week, probably by Friday. Just eyeballing the recent stock price it looks like the stock ran up about $20 before the recent earnings report. Looking at last year’s iPhone announcement, I don’t see much of a boost before the announcement (9/9/25) but the stock did jump ~$25 a few weeks later. Hard to say how it will go this year. There will be a lot of attention drawn to the folding iPhone from reporters unfamiliar with Apple.'
  • John Konopka on Mopping up the AI slop - 'King Canute is misunderstood. The common idea is that he was guilty of hubris thinking he could command the tides. The actual story (probably apocryphal ) is that he commanded his flunkies to take him to the shore to command the tides to stop in order to prove to them that he was powerless in this situation.'
  • John Konopka on Mopping up the AI slop - 'I guess it is like junk mail. You send out 10,000 letters and hope to get a few responses that cover the cost and give you a profit. It costs very little to generate a vast amount of slop and the generators hope to get a small return that justifies the effort. Meanwhile the rest of us have to deal with it.'
  • Bill Donahue on For Mark Gurman, the foldable iPhone is a dream come true - '“I’ve been obsessed with the category because of how high-tech, powerful and truly useful it feels.” “feels”? Seriously? Unlike Mark, I look for things that *are* powerful and truly useful, not ones that “feel” powerful and useful. And I don’t consider the ability to be folded to be any sort of indicator of either computing power or utility. And didn’t Samsung have to cancel a few of its folding-fone lines, because of ridiculously high production costs lack of sales?'
  • Kirk DeBernardi on Mopping up the AI slop - 'Three words… Got no soul.'
  • Stephen Gordon on For Mark Gurman, the foldable iPhone is a dream come true - 'Without knowing all the details details about the foldable iPhone, all I can say is that I want one, given its potential as an iPad mini.'
  • Rodney Avilla on Mopping up the AI slop - '“ What’s the appeal to upload junk” What is the appeal of buying a lottery ticket when your chance of getting money is about one and 10 million? Hopium'
  • Kemble Widmer on For Mark Gurman, the foldable iPhone is a dream come true - 'Huge skeptic of the foldable form factor until I held one. There is just something about it that cannot be understood until you actually hold it.'
  • Gregg Thurman on For Mark Gurman, the foldable iPhone is a dream come true - '” something I’ve personally been yearning for….I’ve been obsessed with the category ” I want, ergo Apple should offer. Forget the dismal sales numbers since the category’s launch about 9 years ago. Now that’s quality research.'
  • Romeo Esparrago on For Mark Gurman, the foldable iPhone is a dream come true - 'Sigh. My dream use case is prolly rare. But I fantasize of an  clamshell iPhone Pro with uncompromised cameras that can fit again in all my pockets and a foldable  iPad Pro I can fit better into any of my backpacks including my camera backpacks when I travel. I do personal photos/recordings then process/production work on my non-folding iP17Pro & M5 iPad Pro respectively whenever I travel nowadaze. Or yes, ideally an Mx Pro foldable iPhone with uncompromised cameras that can do the above will work, too. Someday!'
  • Gregg Thurman on Mopping up the AI slop - 'What’s the appeal to upload junk, other than to be able to say you did it.'
  • Rodney Avilla on For Mark Gurman, the foldable iPhone is a dream come true - '“You can move between a device that feels like a classic smartphone — for quick glances, texting and calls — and something much larger when you want to be entertained, hop on a videoconference call or get more productive.“ I for one have made an 180° U-turn, and am now looking forward to getting one, barring a bad in-store trial.'
  • Rodney Avilla on John Gruber: A win for Apple in the EU - 'Apple’s Lawyer expenses and White House Bullying were one time events. Apple’s commission will keep on going, and going, and going. Yes, it is a win for Apple. But I’m not sure how you could see it as a loss.'
  • David Emery on John Gruber: A win for Apple in the EU - 'PED, it would be MUCH BETTER to post the direct link to the DaringFireball website, rather than a link to Apple News. (Here it is: https://daringfireball.net/2026/08/apple_eu_business_terms_conceding_little ) I, for one, don’t use Apple News.'
  • Fred Stein on John Gruber: A win for Apple in the EU - 'Since most App payments cost at most few Euros / month, it’s meaningless. The ruling only helps the predators pandering to consumers addicted to games, horoscopes, dating sites, etc. Those addicts won’t get any savings.'
  • Ron Fredrick on Apple confirms reports of layoffs in Siri and Vision Pro teams - 'Gregg Thurman said: Apple Vision Pro is the most likely place this can be done. I can see the grand relaunch of the Apple Vision Pro being extended to 2027. Of course, this gives Apple another year to firm up AVP content deals and secure new memory sources, thereby breaking Micron’s grip on pricing. **Upvoted, Gregg…you get it!! Over the last 2+ years, the AVP has provided the most amazing technological experiences I’ve ever had. The folks who’ve labeled the AVP a “flop” are mistaken!'
  • David Drinkwater on GM's decision to drop Apple's CarPlay fails an A/B test - 'I don’t see this as being a strictly CarPlay A/B Test. I think that the lower Honda sales prices are important, and I think Brand Identity/Recognition is important. Sorry, GM, but failing to include CarPlay is bone-headed and it really speaks to the reputation and thought process of the company as a whole. If I were given a choice to buy seemingly similar cars from GM or from Honda, I’d probably pick the Honda 9 times out of ten, and that is probably influenced by my hand-me-down cars going all the way back to the mid-80s, when “buy American” was still a thing.'
  • David Emery on Bloomberg: Apple won't be selling any 'PervertPods' - 'An organization does reflect the morals (or lack thereof) of its leadership. That’s why I said, “Anyone who leaves Apple for Meta, -Good Riddance!-“'
  • Bill Donahue on Bloomberg: Apple won't be selling any 'PervertPods' - 'Does it really surprise anyone that the guy who created Facebook solely to grade and rank the physical appearance of young women at Harvard is now pushing pervert glasses so a-holes can surreptitiously film women?'
  • Hap Allen on Saturday Apple video: Inside the Neural Engine - 'An articulate look at the AI bubble, including some of the investment manias which Errol refers to: https://youtu.be/wTiYaWFP59Q?is=b7Juv45ETymAl4vP'
  • Fred Stein on Saturday Apple video: Inside the Neural Engine - 'Great material. This is why Nvidia pre-announced RTX Spark. Both sides have the best developer ecosystems and nearly identical market caps. Battle of the Titans.'
  • Gregg Thurman on Hell freezes over at Walmart - 'I’m surprised that, with the requirement to upgrade terminals, Apple Pay wasn’t ubiquitous within 3 years of launch.'
  • Gregg Thurman on Apple confirms reports of layoffs in Siri and Vision Pro teams - '” This isn’t goodbye, it’s aloha. Until we meet again, Apple spatial video.” This should been have predictable, and would have been if we were in the habit of exploring consequences to known facts. Fact: Memory prices have gone up dramatically. Fact: Apple has to prioritize the allotment of available memory supplies. Fact: only Apple Vision Pro is at a stage where further R&D expenditure will not result in increased unit sales, due to screen supply constraints. Fact: to protect Margins Apple must find areas where expenses can be reduced. Apple Vision Pro is the most likely place this can be done. I can see the grand relaunch of the Apple Vision Pro being extended to 2027. Of course, this gives Apple another year to firm up AVP content deals and secure new memory sources, thereby breaking Micron’s grip on pricing. 2030 remains the beginning of a long term growth phase for Apple (Apple on device intelligence, Apple Intelligence hardware (Mac mini/Studio servers, etc., Apple Vision Pro, Apple 3D content subscriptions).'
  • Ben Gepp on Hell freezes over at Walmart - 'This never ceases to perplex me. In Australia Apple Pay has been ubiquitous for years. I don’t carry cash or cards as my default mode. And yet in the nation that invented the technology it still has major holdouts, over a decade later?'
  • Steven Philips on Apple confirms reports of layoffs in Siri and Vision Pro teams - 'I don’t see glasses as the same market. And I’m still (almost) angry about the “limited number of active Vision Pro users”. They could have (imho) at least somewhat reduced the size and cost with a few simple modifications. Eliminating the unnecessary outward facing eyeballs etc. Without waiting for a second generation. So I guess I’ll quit waiting and just get what we have.'