Kemble Widmer on Apple owned the 2026 Emmys - 'It’s exceptional Gregg'
on Premarket: Apple is red - 'As we finish the first hour of today’s trading, I’m describing the S&P 500 as the “Red See” because most of what one will recognize is the color red across the scape. About 76% of components are trading below Monday’s closing prices. Apple is currently down $3.91 at $329.17. Among the tech companies moving higher today is Cisco Systems. The shares are up $0.64 at $110.70. The company is launching new Splunk tools. The company was named Splunk before Cisco acquired it.'
on Apple owned the 2026 Emmys - 'Not only Widow’s Bay but Apple’s DNA all over the awards. The little streamer dominated with Pluribus, Slow Horses and more.'
on Premarket: Apple was red, turned green - ' It’s reportedly intended to provide capital as a backstop for some big capex contracts. Am I wrong in thinking that Corning is expecting an expansion of orders? Could they challenge Samsung for folding displays?'
on 28 million views in 4 days - 'Apple’s share price has “inflated” enough (much like our favorite, proverbial beach ball under water), that I am definitely not worried about the price of the Duo. Of course, the beach ball analogy is imperfect, because we don’t really want it to be held down.'
on Evercore: iPhone 18 orders are 'off to a strong start' - '” But I almost certainly will buy the larger foldable, whether a “BiPad” or a “Neo Duo”” I’m holding out for the Apple Vision Pro and an NCAA basketball subscription. I’ve waited this long, what’s another couple of years among friends (boy did I miss the timing of that introduction).'
on 28 million views in 4 days - 'Once you hit a certain level of views, subscribes, likes, etc the power of YouTube’s algorithms will turn an emerging star into a superstar. I’m sure anyone who searched iPhone Duo on YouTube over the last few days was fed Marquis’ video, and probably iJustine’s too. Anyone who then clicks on what they’re fed by these algorithms enhances the “stars” even more. That’s why the wannabe stars, usually in the first five seconds of their video, ask you to be sure to SUBSCRIBE and LIKE this video!'
on Horace Dediu on iPhone 2.0 - 'I just preordered the Duo, although I must admit the lesser optical zoom did give me pause. But my wife is getting the 18 pro, and she reminded me that she takes 95% of ‘our’ pics. So now she will take 95% of our pics, and 100% of our pics requiring 5x optical zoom. So I believe it will work out fine.'
on Horace Dediu on iPhone 2.0 - 'I currently use an iPhone 16 Pro max. From my look at the specs (spent about 15 minutes at Apple) , the Duo cameras are mostly the same as the 16 (48MP Fusion Main, 48MP Fusion Ultra Wide), but forgoing the telephoto lens, so optical zoom only goes to 2x not 5x which I do not use very much. It does not do Spatial photos or ProRaw, which I never use. But it does have Macro. So ,yeah, serious photogs will want more but since I’m retired and mostly use my camera for family pictures and my daylilies, I’m fine. Plus it has all the fun new AI tools, like Smart Take, Photographic styles 3, smart focus tracking. Also video looks better with cinematic mode (allowing up to 4K Dolby Vision at 60 fps instead of 30 fps, better low light video). Oh, it will also do time-lapse video with stabilization that the iPhone 16 Pro max doesn’t. And it can charge up to 50% in 20 minutes vs 35. And has Bluetooth 6. So I am convinced I will not see a change from the type of photography I do now. And it actually has 3000 nits vs 2000 nits for outside viewing. One final thing — the Duo uses the Apple C2 and N1 chips. The 18 Pro/Max does not use the C2 in the US, sticking with the Qualcomm chip. I’m convinced it will serve my needs the best right now. YMMV, which is why Apple makes something for everyone.'
on Evercore: iPhone 18 orders are 'off to a strong start' - 'A lot more presents for Santa to deliver? 🙂'
on Horace Dediu on iPhone 2.0 - 'I’ll up you one on that idea: I’m trading in my 17 PM for an 18 PM, and will also be ordering and using a Duo…all due to the nifty new Handoff feature made possible by eSim technology!'
on 28 million views in 4 days - 'Don’t get me wrong, while MKBHD is very good at what he does, I just don’t understand the viewership omnipotence that his vlog repeatedly obtains. In the Influencer world, it must be nice to become a ‘gotta see’, regardless. There are so many others who are just as good though — if not better. (Jus’ sayin’.)'
on Horace Dediu on iPhone 2.0 - 'Me, too, Peter K. But hoping to convince my wife to a Duo. The answer to when you can’t decide between two : “Why not both?”'
on Horace Dediu on iPhone 2.0 - 'Apple did buy a company earlier this year that had something to do with reading gestures, and maybe something to do with sound. It will be interesting to see if/how this gets incorporated into Apple products. And if a premium product like the Duo may be the first to get something like this(more likely to be the AVP though)'
on Horace Dediu on iPhone 2.0 - '1. The iPhone Pro has a better camera. I’m hoping for a Duo Pro next year…'
on Horace Dediu on iPhone 2.0 - 'I also initially rejected the Duo due to the poor camera specs. My last experiment with a non-Pro iPhone a couple years ago made me vow, never again without an optical zoom! But then I realized iPhone Handoff allows me to easily swap my primary number between two devices. That lets me keep my iPhone Pro with the better camera AND buy a new Duo so I can take the most appropriate one with me each day. Apple just talked me into having two devices, at least until the Duo catches up. I wonder which I’ll start preferring for most tasks.'
on Evercore: iPhone 18 orders are 'off to a strong start' - '“My take: Yesterday J.P. Morgan looked at early delivery data and came to the opposite conclusion. I tend to trust Evercore, which follows this stuff more regularly.” A lot of noise at the beginning of the Iphone release this year. Many different factors playing into making the comparisons from previous years difficult. Saturday morning ordering, Jewish New Year holiday, different models to be evaluated, unknown production levels. I saw an article on Apple Insider that tried to estimate the demand after the first hour or so of orders and time delays or lack there of. Headlines are more important than information apparently. JP Morgan had the same idea. It remains to be seen if Apple has judged this as well as we would like or created a bit of a perception problem by not keeping to the previous release cadence. I will say it does seem to be hard for Apple to get all of its product releases out before the Xmas quarter like it used to.'
on Evercore: iPhone 18 orders are 'off to a strong start' - '@Steven: here are a few more that will be making headlines soon: Tim Cook didn’t manage the memory supply chain efficiently; Tim Cook resigned as CEO to lay the manufacturing shortage blame on the incoming CEO; The new CEO doesn’t know what he’s doing and Tim Cook just wanted to be done with Apple; and; The tariff’s are finally catching up to Apple’s insistence on manufacturing in China.'
on Horace Dediu on iPhone 2.0 - 'You mean “Pluribus “, Greg? More likely it will be one that’s just entering production and isn’t a period piece….'
