Steven Philips on Apple is not taking the smart home sub route - 'I don’t think the Home Pod should be part of the it. That feels awkward and limiting. They should be separate items.'
on Apple is not taking the smart home sub route - 'Finally a real Apple TV set! 🙂 There’s an analyst who might be (re) excited by that.'
on Premarket: Apple is green - 'Apple’s share price trended higher in afternoon trading and closed up $3.04 or 0.91% at $336.67. Apple’s performance today landed it on the DJIA’s leaderboard and slightly ahead of Walmart and its 0.90% gain. Amgen was the top performer on the index with a 2.80% gain. Moderna added $9.02 or 4.81% to close the day at $196.48 and was among the top leaders on the S&P 500. Pfizer rose 1.82% and CVS advanced $1.52 or 1.76% to $87.95 in a generally strong day for healthcare related stocks.'
on T.Row Price money manager likes Apple's smart home push - 'Maybe it’s just my mood, but somehow it just doesn’t seem like he’s really saying anything. And unless there’s some universal – non Apple – appeal to the Home products I’m not sure where an increase in TAM would come from. Please enlighten me if I’m missing something.'
on Apple 3.0 meetup in Palo Alto 6/11/26 (video) - 'It’s deja vu all over again! Just last week I sent Romeo a note remarking that over 30 years ago he and I were contributing work to the same Apple-focused e-zine. Romeo created artwork for the publication and I delivered content on all things Apple. Here we are so many years later to see Romeo’s name associated with even more good creative work for an Apple-focused publication and its related community. Thank you, Romeo, for accompanying so many of us through the decades on this scenic journey with Apple and with those of us that that have benefitted so greatly by allowing ourselves to just “Think different.”'
on Apple is not taking the smart home sub route - '‘Home’ is dependent on a sufficiently -rich- and -reliable- set of peripherals to work with it. That’s been the problem to date with Apple’s home automation, not enough stuff that works reliably with it.'
on Apple is not taking the smart home sub route - 'Count me in (possibly for two) if you get something decent for $350. But, I think $350 is much too cheap. The HomePod sells for $349, plus add on the price of a display and I think it will be closer to $599, possibly $699. The screen size mentioned in the article, is that diagonal? Seems pretty small. An iPad mini 8.3 inch diagonal display seems better suited and with dual use would help keep the price down. Hardware costs plus the Apple ecosystem “value add” should command higher than $350. But let’s hope I’m wrong and it comes in at $350.'
on Mark Gurman: Apple sees a future in smart home security - 'The Macalope discusses Gurman’s sources: Given design’s central role in Apple’s product development and in generating ideas for future devices, many people inside and close to the company believed it should recruit an outside chief design officer to oversee the entire organization. But I’m told no such search is underway. Bloomberg’s Mark Gurman, October 4, 2026 If many are, indeed, saying this, then those many should avail themselves of one of the various means by which one can get bent in today’s modern society. There are many options, please pick one of your choosing, because it is largely unfathomable as to who could just step into the role of chief freakin’ designer at Apple freakin’ Inc. Are Gurman’s sources people who think it should be them? Because this reads like one of those surveys of macho bros who think they could go a few rounds with a bear or a gorilla.'
on Prof G: 'Apple is the ultimate second mouse.' - '”I like Galloway, yet somehow I grew tired of him.” About 15 years ago I couldn’t get enough of him. Today I rarely watch him, even though his insights remain just as good as they were 15 years ago.'
on Prof G: 'Apple is the ultimate second mouse.' - 'I heard this on his market podcast yesterday. The co-host, Ed Elson, wasn’t so bullish'
on Apple is not taking the smart home sub route - 'It sure seems like a lot of info is coming out about this home push without Apple saying much, and there’s more on Apple Insider with photos of the new accessories. I wonder whether all this info-leaking is coming from Apple’s new partner, LG. Wouldn’t Apple be very unhappy if LG were leaking without authorization (which I doubt Apple would ever give them)?'
on Apple is not taking the smart home sub route - 'Whoever Apple picks as a partner for their home hub, it will need to be someone who takes security around the devices seriously. There has been some recent stories about LG TVs listening to things all the time but the company disputes that. With Apple helping to control the software, I would hope that this won’t be an issue. For LG, even if they do an Apple device, it could sell as well to Android as well, just with different software so they should have incentive to make this work.'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'upvoted I was excited about the Duo until comparing camera specs. Now the 18 Pro Max looks best.'
on Apple is not taking the smart home sub route - 'I am very interested in this Apple Home upgrade to see if it solves some of the issues I currently am dealing with. Some of the problems are with Apple’s current home integration. Some of the problems are because the non Apple solutions are not very appealing. From what I understand there is likely to be some subscription costs if one has multiple security cameras uploading to the Cloud but we have to see what Apple delivers. If this announcement with LG is to believed there might be many more items to think about. Of course it is always wise to be cautious for critical function with new product lines.'
on Premarket: Apple is green - 'Bucking today’s selloff, Apple is trading up $1.74 at $335.37. SanDisk is leading the S&P 500 in early afternoon trading. The shares are up $59.54 at $1,720. Other gainers on the day include Eli Lilly, up 4.04% at $1,204.29 and CVS Health which is higher by 3.42% at $89.39. Several health care names are gaining on the day. '
on Apple is not taking the smart home sub route - 'Greg, fyi…Apple One already includes additional storage for HomeKit enabled cameras and Apple AI assisted guesses at what’s in the clipped videos when motion is sensed. Meaning the notifications to my Watch tell me if it’s an animal, human, package or vehicle detected.'
on Apple 3.0 meetup in Palo Alto 6/11/26 (video) - 'How about a Southwest meet-up, let’s say Scottsdale, Arizona this winter? Come and enjoy the beautiful weather and sunsets!'
on Apple 3.0 meetup in Palo Alto 6/11/26 (video) - 'Did AI compose the background music? It’s fantastic.'
on Apple is not taking the smart home sub route - 'I hope this product, and its extensions (locks, lights, thermostats, etc.) are everything I have been waiting for and dreaming of. Right now, my home is a mess of different brands and no-longer-supported software of Sonos speakers, nest thermostats, Alexas, Kasa smart outlets, Phillips Hue bulbs, etc. that now never talk to one another but are always talking to me (“you don’t have any thermostats connected to this device,” “the light isn’t responding,” “did you mean ‘the lock?’ ‘ did you mean the lock?”). The detritus of everyones’ attempts to conquer the home. I pray that Apple is now finally coming to the rescue, as it inevitably does.'
on Mark Gurman: Apple sees a future in smart home security - 'Agreed but that is a legal issue, right? Sue-able, fireable?'
on Apple is not taking the smart home sub route - 'Agreed, I am tired of subs. One Trojan horse could be to include service in Apple One – could even have tiers based upon your sub level.'
on Mark Gurman: Apple sees a future in smart home security - 'Not enthusiastic about “infrastructure” products from Apple. As opposed to a phone, laptop, watch, etc. that I would replace in a few years, I consider an infrastructure product something to install in my home that needs to work reliably and be supported for years to come. I still remember well the airport routers that went end-of-life too soon. Not sure that I want to install locks, cameras, and such that are basically proprietary hardware that would depend on Apple’s continued support. My home security system was installed 27 years ago and has been regularly updated as needed ever since. Bottom line, you need to think of decades long support timeframes.'
on Prof G: 'Apple is the ultimate second mouse.' - 'He’s smart, but smug. And his face is kinda punchable… lol'
on Apple has a 'Full Disk Access' problem - 'Robert, I would guess that the vast majority of Facebook users, as well as the public in general, are totally unaware of and oblivious to the risks and dangers of using any Meta product. Sad…and dangerous!'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'Why not get both? I upgraded my 17 Pro Max to the 18 Pro Max, and will be getting the Duo as well. With the new Handoff feature, it should be easy to swap back and forth to either device for making and answering calls from a single phone number.'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'I for one plan on buying sight unseen.What a breathless first few minutes that preordering process will be! Have to wonder how many — or how few — will get their orders delivered on the first day of sale! This should create quite a buzz!'
on Mark Gurman: Apple sees a future in smart home security - 'Probably more like violating an NDA, I would think.'
on Apple has a 'Full Disk Access' problem - 'Why would anyone knowingly download and install an app on a Mac or an iPhone at any time and for any reason that is made and/or distributed by Meta? Doesn’t the recent huge multi-billion dollar settlement with attorneys general around the country over the mental health harm visited on millions of minors from the company’s products suggest it’s not advisable to do business with this company? Sure. Apple can make important security changes to its products to state explicitly it is ill-advised to give Meta access to any of your data. But why would someone install the software? Isn’t it like playing Russian Roulette with your data and personal privacy?'


