Bart Yee on Apple leaks a demo of AirPods with eyes (video) - 'Viral marketing or hidden in plain sight for those who are looking?'
on Premarket: Apple was red, turned green - 'Apple closed on an uptick which was nice. Pretty high volume, ~50M.'
on Premarket: Apple was red, turned green - 'A few minutes from the close and Apple is up $6.54 or 2.11% at $316.57. This is an impressive two days of gains with the backdrop of a challenging month for Apple investors.'
on Bloomberg: Apple won't be selling any 'PervertPods' - '“… Apple can learn from all this if it wants its devices to avoid becoming known as “PervertPods …” Apple has very little to learn from Zuckerberg. Apple’s leadership has long considered him to be amoral (or worse) and Facebook’s business model to be ethically suspect. Back in 2018, when Facebook was under fire for enabling the Cambridge Analytica data scandal, Cook said “Apple has never believed that detailed online profiles of people should exist. We can make a ton of money if customers were our product. We have elected not to do that.” CNBC: “When asked [in 2018] what he would do if he were currently faced with the problems confronting Facebook CEO Mark Zuckerberg, Cook said: ‘I wouldn’t be in this situation.’” Source: https://www.cnbc.com/2018/03/28/tim-cook-on-facebooks-scandal-i-wouldnt-be-in-this-situation.html'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'Maybe Apple has done the work (thought it through) and facial recognition won’t be part of the deal.'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'The rumor I’ve heard is that the camera is not high resolution enough to use for facial recognition but will be useful for identifying surroundings or OCR. So perhaps look at a product in the grocery store and ask what are the ingredients or if there are any active recalls? Or can I find it cheaper somewhere else?'
on Apple: Risk off in the EU - 'Apple won. Predators win. People get nothing. Sure 5% vs 30% seems like a big loss. But then it’s: 1) Only in the EU. 2) Only for Apps that sell enough to justify setting up their own market place. 3) Only for customers that choose to go outside the walled garden. But most customers like the walled garden – it’s simple and safe. 4) Hard for App sellers to give customers much incentive and save much by splitting the 25%. Considering all of the above, it only makes sense for large in-App purchases like games, horoscopes, dating sites, etc., where there are significant predatory factors.'
on Bloomberg: Apple's modest CapEx is dragging it down - 'Maybe it is me but I have heard more compliments about Apple’s Cap Ex control related to AI recently than criticisms. True some people try and approach as a backhanded compliment. The reason for the poor performance of the stock price seems to me to be related to the guidance not meeting or beating expectations for the current quarter. And Apple is not the only company which was hit after their earnings report so I think this is just as much a market story as it is anything related to way the business is doing. And of course this is the slow period before Apple announces the fall line up etc. So why not make it sound like a critical period for the company so one can generate clicks and market ripples. Bloomberg is not alone in this kind of reporting but they seem to practice it regularly. I guess Apple’s tight lipped approach in front of a product announcement period is frustrating the reporters more than usual.'
on Nearly half of Australia's iPhone Pro owners say they'd 'consider' a foldable - 'Morning, Greg, “…just use an ipad (which some day might be foldable).” Isn’t a foldable iPhone essentially a foldable iPad? If looks, acts, and quacks like a duck….'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'Zuck looks like a perv even without the glasses.'
on Nearly half of Australia's iPhone Pro owners say they'd 'consider' a foldable - 'Many posts ago, I commented that Apple would never release a foldable phone because it takes two hands to open it and you can just use an ipad (which some day might be foldable). I have never looked so forward to being proven so spectacularly wrong as I do today. Can’t wait to see what this device does.'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'They will always be known as “PervertPods”. It’s easy to say, it’s catchy and it’s true.'
on Early Apple investor buys first Ferrari EV for $40 million - 'I would gladly sponsor his subscription…in exchange for a test drive of his new Ferrari!'
on Apple leaks a demo of AirPods with eyes (video) - 'Interesting. Would love an off-ear, high quality bone-conduction AirPods Pro or Beats Pro product, though.'
