Gregg Thurman on J.P.Morgan: Apple Pay is moving up the fintech money stream - '”PayPal’s share remains dominant and climbing across both desktop (available at 87% of merchants surveyed) and mobile (available at 85% of merchants surveyed)” Are they including AppleCard in mobile payments?'
on M.G. Siegler: Apple wins - 'Several of us have been saying the same thing now for months regarding what the conspicuously upgraded, AI-infused new version of Siri to be released this year. It will be a proverbial game changer for Apple and its device owners the world over. With privacy and security as a priority, Apple will deliver AI to most of the world in an intuitive and decidedly Apple kind of way. Apple might not be an “inexpensive stock” even following the recent sell-off. However, in my view it is trading in a value range considering what is about to get started with Apple and its customers over the next three years. I’m very long Apple. Go Apple! Go Apple 3.0! I’m looking forward to embracing AI in a uniquely Apple kind of way!'
on J.P.Morgan: Apple Pay is moving up the fintech money stream - 'For me, it’s replaced being badly nearsighted with astigmatism to badly farsighted (presbyopia). The most cool thing for me so far was walking the dogs and it started to rain. I didn’t have to worry about raindrops on my glasses!'
on M.G. Siegler: Apple wins - 'I would go so far as to say it’s more like 99.9something %. I have a friend, who is enmeshed in all things AI, who poo-pooed Apple’s on-device approach as underwhelming compared to a data centre capability. At the same time he also questioned whether he could see the bigger picture because of the focus of his expertise. So there’s an anecdote that backs up Siegler’s ascertion.'
on M.G. Siegler: Apple wins - 'Apple just launched “The whole product”. AI summarizes Geoffrey Moore: The Chasm: The significant gap between the visionary early adopters (who buy into a new idea) and the pragmatic early majority (who need proven solutions and references). Technology Adoption Life Cycle: A model describing how different customer segments adopt new technology: Innovators, Early Adopters (Visionaries), Early Majority (Pragmatists), Late Majority (Conservatives), and Laggards. The “Whole Product”: The complete solution a customer needs, including the core product plus all the supporting products, services, and partnerships required to solve their problem.'
on J.P.Morgan: Apple Pay is moving up the fintech money stream - '@Gregg I get excellent results, even with significant hearing loss, from ReSound aids. I’m on my 4th iteration of upgrades. Current model is the Vivia, but even last generation’s Nexias are great, too. Either of them restores nearly all my moderate-to-severe hearing deficits — easily. Best price anywhere is from Pure Hearing. They are out in Utah but give excellent remote service…including being able to give you a full hearing test remotely via the ReSound app. (Great app, which lets you create as many of your own custom presets as you desire.) And if you ever need any tweaks or adjustments, Pure Hearing does all that easily via remote, too…at no charge. Amazing service by the owner herself. Couldn’t praise them highly enough. Unless your hearing loss is so severe that you need cochlear implants, there is no reason you should not be able to hear very well in almost all environments and circumstances. Treat yourself to today’s high-tech advances in hearing devices. You’re worth it!'
on Premarket: Apple was green, turned red - 'Repeating: From Barron’s yesterday: ““We are collaborating with Google and NVIDIA to run new Apple Intelligence workloads on Google Cloud, extending our industry-leading PCC [private cloud compute] privacy commitments to third-party data centers for the first time,” Apple said in a statement on Monday.” grantbbunker recently supplied this link: https://9to5mac.com/2026/06/08/craig-federighi-details-apples-collaboration-with-google-for-siri-ai-in-ios-27/ Tying what Mr. Federighi says in the above link with the Apple quote above, gives me a thought on the “deal” Apple and Alphabet cooked up. There are zero hooks inside Apple for Google. What they got is a “tenant” for their server farms and the good press that made it look like they would get more. Yes, there’s now a direct link through those strictly cordoned off Google Cloud/iCloud farms and Nvidia graphics-processing units, and also some strictly iCloud to Nvidia links, but none of Apple user’s data will pass out of Apple’s control. That, IMO, is a huge Apple accomplishment.'
on WSJ reporter's hands-on Siri AI demo was hands-off - 'I loved the Macalope’s take on the keynote. https://www.macworld.com/article/3159985/its-apples-ai-party-and-were-all-invited.html This triggered a debate in our house about how hard is it to plan a party? I pointed out that for guys it is rather easy. You call a friend and tell them to come over to watch the game and pick up some chips and drinks on the way. Done.'
on J.P.Morgan: Apple Pay is moving up the fintech money stream - 'I am still amazed, 20 years later, just how life-changing cataract surgery was for me!'
on J.P.Morgan: Apple Pay is moving up the fintech money stream - 'I use and patronize vendors and Apps that use Apple Pay checkout like Costco, Home Depot, Lowe’s, iHOP/Applebee’s, BJ’s Brewhouse, Olo checkout, etc. Although I have Sam’s Club membership and really like their Scan & Go feature with pretty good inventory and availability search (hey Costco, get with it!), I steadfastly refuse to join Walmart+, not interested in sharing even more of my shopping data with you. I need to use my local Walmart for pharmacy and other grocery items for convenience, but loathe the credit card checkout. At Costco, I can arrange a full cart’s barcodes upright, not unload a thing, have the cashier scan the entire cart in under 30 seconds, have already Apple Watch clicked Apple Pay payment (my contribution to Apple Pay revenues), and w/receipt in hand leave the cashier in under a minute, my consistent goal. I prefer to use and promote Apple Pay as a much more secure and convenient way to pay over anything else. I trust Apple and Apple Pay above all others because they have earned it.'
on Premarket: Apple was green, turned red - 'Robert: Like you, I loved the keynote. What a huge step forward this will be compared to the current Siri. They still have two to three months to thoroughly test and fine-tune things. And if Apple delivers well across all its platforms and later across countries and multiple languages then iDevices will not just be aspirational but must-haves for all those not in the ecosystem yet. Imagine the revenues and income then!'
