Recent Comments

  • Gregg Thurman on Apple: An hour with Mark Gurman and Nilay Patel (video) - 'Ternus doesn’t have to FIND anything. ANYTHING is already in the works and Ternus was instrumental in getting it there.'
  • Joseph Bland on Premarket: Apple is red - 'Holy moly. AAPL blew through Triple Witching like it wasn’t even there. This is what happens when you stick to your knitting.'
  • Steven Philips on Premarket: Apple is red - 'My kind of red! 🙂 Almost 339 at 9:00 Pacific.'
  • Les Surdykowski on In India, demand for Apple's latest has been 'phenomonal' - 'I just can’t shake how all the news around Apple these days doesn’t feel like a Disney CEO transition where TC will need to swoop in to save the day.'
  • Chris De Armond on Jim Cramer went to the Apple Store for the iPhone 18 Pro release (audio) - 'Don’t worry about the audio file length. The Apple part is all in the first 5 minutes.'
  • Greg Lippert on This week's Apple trading strategies (9/21-9/25/26) - 'IMHO Gruber is one of the best Apple (and tech focused writers) out there. I read him every day. His biggest problem is he’s a Yankee fan ;)- I see him as Apple+ but he calls a spade a spade. When they screw up, he’s on them – and his voice facilitates chance. I think that actually got him booted from the Apple A-List. He also created the Markdown language that has garnered wide industry support.'
  • Roger Schutte on This week's Apple trading strategies (9/21-9/25/26) - 'Robert, I’ve probably been reading Gruber’s Daring Fireball blog for more than 20 years. He is one of the 25 or so Apple + technology related sites/podcasts/substacks/twitter accounts I visit daily.'
  • Neal Guttenberg on The Information: There's gold for Apple in the Duo - 'The profit from the Duo may not be only in the hardware. Many of those who buy a Duo will, probably, be consuming a fair amount of media on it. It may also help drive services revenue.'
  • Greg Lippert on The Information: There's gold for Apple in the Duo - 'All depends on how many they can make. I believe demand will far outstrip supply – at least in the short term.'
  • Gregg Thurman on The Information: There's gold for Apple in the Duo - 'Herein lays the law of small numbers. Foldable revenue grew 16%, or expressed another way: $3.7 Billion units, and that’s after ~10 years on the market. While smartphone sales grew a paltry 7%. But was paltry really bad? After all 7% represented an increase in revenue of $36.0 Billion. The matrix that I’m going to be watching will be iPhone Duo’s FY 2027 revenue vs the next 12 months revenue of all other foldable smartphones. Will iPhone Duo revenue match, fall sort of, or exceed all other foldable revenue. This will be a good comparison because pricing is quite similar among the competitors. I think the iPhone Duo will exceed all other foldable revenue for two primary reasons: 1/ the Android market isn’t near as well heeled as the iOS market, and 2/ from the reviews I’ve seen so far, the iPhone Due is, by far, the superior machine. To me the important question here is: will the iPhone Duo simply cannibalize existing foldable sales, or will its sales come from expanding the market, or both. Now that the Duo is here I’m hoping for the latter.'
  • Les Surdykowski on The Information: There's gold for Apple in the Duo - 'Another opportunity for Apple to own 60–80 percent of the profit in the market for this category of device?'
  • David Emery on Saturday Apple video: Asking Steve Jobs about the Blackberry (2008) - 'A lot of the MBA ‘business is a war’ metaphor is badly misplaced. To quote Sun Tsu, “The supreme art of war is to subdue the enemy without fighting.”'
  • Les Surdykowski on This week's Apple trading strategies (9/21-9/25/26) - 'Oh, Gruber has been in the Apple sphere for quite a long time. Here’s a bit from Wikipedia about him: “ John Gruber (born 1973) is a technology blogger, UI designer, and co-creator of the Markdown markup language. Gruber writes the Apple enthusiast blog Daring Fireball and hosts its accompanying podcast, The Talk Show.” He’s had Apple executives on his show after WWDC for years. There’s been a bit of a falling out between him and Apple after he called out Apple’s aborted Siri launch in 2025 and they’ve declined his invitations to appear on the yearly live show from WWDC'
  • Les Surdykowski on How 'mysterious' John Ternus got Hollywood eating out of his hand - 'My comment reflects reporting that it was Cook that has been championing a foldable for years and that this was driven by the kind of demand he saw in Asia. Now I’m not saying it was Cook who did the hard work around design, nor do I think he would even be ever that interested in getting into that level of detail based on reports around that kind of thing as well. What I’m making a conjecture about is that they’ve been working on this product for years, and there’s nothing in the CEO rulebook 😉 that would require him to give up the reins this year. He could have easily waited another year and be the person who brought the device to the world. He didn’t, and I think that speaks volumes about him. And I do believe the whole organization was aligned around ensuring that Ternus got a “one more thing” moment as a kind of validation of his role. And I’m not saying he didn’t earn that or that Apple manufactured that moment. But lesser people would have tried taking that credit.'
  • Robert Paul Leitao on Apple's five-phase plan to deliver its own AI (video) - 'George: IIRC, he also stated a few inaccuracies about Apple’s history. I’ll give him a pass on his presentation of Apple’s actions 30 years ago. I do like the way he characterized the company’s competitive position today.'
  • Robert Paul Leitao on This week's Apple trading strategies (9/21-9/25/26) - 'I’m puzzled. I’m not really familiar with John Gruber except for a reference to his blog on Apple 3.0 at different times and the comments of others through the years that have followed his work. Does he just have a negative outlook in general or is it something about Apple that bothers him? Taking the time to watch this interview was a wasted four minutes for me. I guess I’m just not among the “normal people” because I look forward to upgrading my iPhone every year. I’m really disappointed by his demeanor and I don’t see what value his “insights” provide to anyone that might watch the clip.'
  • Hap Allen on Apple's five-phase plan to deliver its own AI (video) - 'My intent in the search I did was to come up with a way of preventing those long and ugly links in emails to friends. In addition to their appearance, they seem less trustworthy. Why should I forward that kind of stuff on to my friends?'
  • Hap Allen on Apple's five-phase plan to deliver its own AI (video) - 'Bart: I’m not sure if I did anything special. A couple of days ago, I asked AI to come up with a Safari extension to get rid of trackers. I ended up with one called “Clean URL Copier.” Then I asked AI to exclude YouTube videos from its results. I’m pretty foggy on just what I did. In any case, I hope it doesn’t encroach on any of Philip’s rules about posting links.'
  • Joseph Bland on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'Ditto, Steven, Greg, Michael. My last iPhone, I didn’t wait to get the screen protector. The very first day, i got a screen scratch. Never again! BTW, I especially like the color of my new Glacier Blue 18 Pro Max, so I tried my old 17 Pro Max “clear” protective case on it, and darned if it didn’t fit!'
  • Greg Lippert on Apple's five-phase plan to deliver its own AI (video) - 'Wow I am very bullish on the future of Apple if AI doesn’t destroy us all first.'
  • Joseph Bland on Apple's five-phase plan to deliver its own AI (video) - 'I think there is some serendipity involved, Richard, but that’s been helped along by the baked-in trust factor: No other computer company has even close to Apple’s user trust, and that’s what’s ultimately driving the PCC revolution. Siri has been the butt of humor for years, but it was always “dumb” by choice, because that also made it safe. Now, Apple’s many-years-long project aimed precisely at creating a smart yet safe Siri has borne fruit, and left everyone else in the dust. It’s really quite as simple as that. I don’t know aboit the meek inheriting the Earth, but those that stick to their knitting definitely will….'
  • Joseph Bland on Apple's five-phase plan to deliver its own AI (video) - 'That was very cool. Thanks, Hap!'
  • Greg Lippert on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'Apple Store today to pick up my new phone and showed him the scratches, and he said it was borderline. Then he said, just make it worse so it’s a no brainer for $29. That’s what AppleCare is for. I even showed him this article. He knew of it.'
  • Stephen Gordon on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'I put a screen protector on no matter what they say. It’s the only way to be sure.'
  • Bart Yee on Apple's five-phase plan to deliver its own AI (video) - 'Hap, how are you able to post a link and make it appear in your reply? Is it some type of HTML code?'
  • Hap Allen on Apple's five-phase plan to deliver its own AI (video) - 'More from Errol Brandt at Kiraa: “Apple Fixed Cloud AI” https://www.youtube.com/watch?v=lxzDyA6jq3U'
  • John Konopka on Apple's five-phase plan to deliver its own AI (video) - '@David Knowledge Navigator is really amazing and curious. It is curious that Apple would make and release a video like that. Amazing how prescient it was. It has been interesting to watch over the years as little-by-little the different parts of that video have become real. I guess the AI isn’t quite there yet. And we don’t have a folding iPad, … yet. Apple put out two or three other videos around the same time. I’m not sure how to find them now. They were interesting but not as compelling as Knowledge Navigator.'
  • John Konopka on This week's Apple trading strategies (9/21-9/25/26) - 'For what it is worth there was a healthy line outside my local Apple store yesterday.'
  • Richard Gayle on Apple's five-phase plan to deliver its own AI (video) - 'One nitpick: I think the title of the piece should have quotes around “accidental.” His whole thesis is about how it is not an accident, but a repeatable process. But he hits the main points quite well. It was also a nice discussion of how influential Ternus has been. Like how Ternus is continuing the Apple view of saying “No” to projects, something most other companies fail to do.'
  • Robert Stack on This week's Apple trading strategies (9/21-9/25/26) - 'Yeah but at least Tom Bodet leaves the light on for ya! 😉'