Michael Goldfeder on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'Used to watch Louis Rukeyser every Friday night on the original Wall Street Week. A PBS production on KCET in Los Angeles. IIRC, the show was broadcast out of Miami. Great show and very good panelists.'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'A hidden gem, I had not seen this before. Steve as thoughtful and well spoken as ever. You still get a bit of the edge undercurrent to him. I do like his initial reaction to each question. His time at Apple 2.0 tends to overshadow his massive achievements at Pixar, where I think a large bulk of his fortune was modeled. Around the same time, maybe within the year or two before, I remember reading a profile in a business type magazine of Steve’s time in the “wilderness”. It discusserd how he had grown and matured as a leader since leaving Apple. I have occasionally searched for it, but it is so generic I can’t seem to uncover it. Maybe it was you Philip? Anyone recall this?'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'Somewhat similar, but I just wait on the dividend. I’m curious to see how that (the dividend) evolves in the new post-Cook and post-Maestri era.'
on The John and Joz show - 'Well, now about 18 months from Gruber’s March 25, 2025 rant and here we are, a strong iPhone 17 / A19 Pro cycle, Mac Neo, new M5/M6 Macs, and iPads, new iPhone 18’s w/A20 Pro, new AirPods, two sets of Apple Watch, a new Apple Watch Ultra, and much more conviction that Siri AI and Apple Intelligence will be delivered. And how that AI is getting there without massive CapEx may prove the correct move. And then there’s the iPhone Duo Foldable AND its software, which was being dutifully worked on exactly during the Gruber rant. This doesn’t excuse the original WWDC unmet promises, and he had good reason to feel that way, but Apple was being Apple, actually doing what he said they should do: “Modern Apple — the post-NeXT-reunification Apple of the last quarter century — does not publish concept videos. They only demonstrate actual working products and features.” Well, the Duo introduction, demonstrations, post event hands-on and impressions, and soon to come in-depth reviews show us that Apple indeed demonstrated an actual (NEW) working product and features. Like Apple product purchases, Apple’s mojo might have been delayed or constrained, but it was never lost. Oh, just one more thing: On March 25, 2025 Apple closed at $222. With Friday’s close of $332, AAPL rose $110, a gain of 49.5%. I guess Gruber didn’t see that either.'
on Tim Apple, meet John Ternip - 'The trick / workaround is not to ask for an image of a person or celebrity. But you can take an image of a person and ask Playground to make something with it. However, in my limited testing Chat GPT gave better results. And when I asked SiriAI if they can use famous people (by name) she said NO. #guardrails'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'I may get a Duo for casual use, but will always maintain the latest pro for its camera. I have Little doubt this is why Apple released the feature for two phones simultaneously sharing one phone number at the same time as the Duo. I often play a game with myself: “if Apple gets to 350 I’ll sell a few shares and buy the Duo”. Allows me to feel good about being a little frivolous.'
on Premarket: Apple is red - 'Apple’s current all-time high of $344.57 was set on July 29th. At today’s closing price of $332.27 the company’s market cap is about $4.89 trillion. Let’s see if Apple joins the $5 trillion market cap club before the end of the month.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - '” The specs look awesome.” I have to wonder at what point does camera ability exceed the average person’s needs, and photography stops being a significant upgrade driver. My Ford GT had a top end of 220mph (certified by Ford to be 212mph on mine). I never had it above 150mph. I could afford to pay extra for the bragging rights, but I was in an extreme minority.'
on The John and Joz show - 'I can say that I’m getting excited. After all the stumbles, all the doubts — the mood is changing. The change from Gruber to Tom’s, the change from Cook to Ternus, it starts to make sense. Seeing a CEO of such a company talk in that way, with remarkable technical competence, and at the same time disarming humility — feeling like a regular guy, seemingly a peer of Joz without losing the aura of a leader. He knows how to listen, he knows how to answer, he is authentic, empathetic, simple and multiple at the same time. That interview is very revealing, and it makes me aware of what the transition from Cook to Ternus really could mean, but also — stunningly — what the transition from Jobs to Ternus could mean — times are changing. I feel good!'
on Apple's Live Rewind and Siri Recap: The 'Creep Factor' - 'I’m very hard of hearing. I see value in situations where you can’t really ask someone to repeat themselves. But really not as much value as if I actually DID. Have a recording I could go back to. That’s the price of granting privacy.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'Here is another. https: //youtu.be /CEgynoERrqc (I added spaces to the url to survive posting) Much of what he says is familiar. The interesting thing in this was how much he appreciated the fit and finish. One thing he mentioned is the hinge. When you close the Duo, at the last instant there is a satisfying pop or click. You know a group of engineers worked hard at getting that sound just right. I can’t wait to go to an Apple and experience this.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'I suspect that one reason the Duo pre-orders do not even start until next month is to give Apple another month of stockpiling models before the flood of Christmas orders hits. I think that the delivery times will rapidly extend into next year. And the Pro/Pro Max will be grabbed by those who not only want the latest but also care about taking pictures. The specs look awesome. And Apple gets an extra six months of producing the 17 until the 18, which, due to Moore’s law, should be cheaper for Apple to make. I suspect that after seeing their first-adopter friends with the 18 Pro/Pro Max and Duo, many may want to upgrade in 2027. My main question is whether 17 sales might drop off with people waiting until next year? I bet Apple knows.'
on Apple's Live Rewind and Siri Recap: The 'Creep Factor' - 'It seems surprising to me that many people seem to assume that they have a right to privacy when in a public area. Such a right does not, and has not ever existed (please do correct me if I’m wrong). Don’t get me wrong- it definitely bothers me whenever someone walks by with thick glasses that they may be recording. But I also believe Apple is trying to alleviate that concern. Whether they have done enough is yet to be determined (by the consumer). In the meantime, remember what Thumper told Bambi- “If you can’t say something nice, don’t say nothing at all”'
on Premarket: Apple is red - 'So I guess the concerns about Apple growth after the earnings report are disappearing since the stock has recovered most of the fall. Now we are starting to get into interesting territory as to how the market will evaluate the reception of the new Iphone’s release schedule. Since there is no basic Iphone 18 yet will that turn out to be a way to smooth out the growth spikes in other quarters. Will Apple be able to upsell the consumers who would normally by the basic Iphone to the Pro models? Or will they think they should have released the basic model on the normal schedule? We will see.'
