Steven Philips on The Information: We won't see the best of Siri's Gemini-powered features until WWDC - '🙂 (The only negative being that it was – partly – at AAPL’s expense.)'
on The Information: We won't see the best of Siri's Gemini-powered features until WWDC - '“…what’s in it for [Alphabet]?” Have you checked their Market Cap lately?'
on When will OpenAI go broke? - 'Hey Siri, can you send me the directions and list of components to build an A-bomb? And then order all the components and have them send to my man cave. Then afterwards, can you erase any references or ‘paper trail’ to my inquiry and order, and any other conversations we have had on this topic from the internet? I think I have been watching too much TV.'
on BofA sees a 'bullish setup' into Apple's Dec. quarter earnings - 'Historically, March quarter revenue declines 30-35% from the December quarter. Moran’s iPhone estimate reflects a 36% decline QoQ. I find this entirely accepts because revenue volatility is greater in the iPhone segment than in Computers or Services. I think we’re going to see an overall revenue decline within historical range, so when Apple reports JAN 29 we can factor historical decline and management’s guidance to come up a fairly accurate March quarter revenue projection. This kind of analysis doesn’t do well with unit forecasts.'
on BofA sees a 'bullish setup' into Apple's Dec. quarter earnings - 'Wanted to pass along to everyone, even though it’s probably not necessary based on the wealth of knowledge all Apple 3.0 subscribers provide, but make certain you vote your Apple shares. I received my notices from Schwab yesterday and voted my shares. I’m really looking forward to this earnings report as it ought to be one for the ages across all categories.'
on When will OpenAI go broke? - 'I’m guessing that too, along with the long mutually beneficial working relationship the two companies have had, and Alphabet’s similarly deep pockets and the fact that it’s run by adults.'
on When will OpenAI go broke? - 'Our iPhones, Macs, etc. have a lot of this data already on device. So an eventual (not necessarily this year’s release, but at some point in the future) Apple solution could use it for the user’s benefit without having access themselves to it. That sounds like a win, win situation to me.'
on Baltra, Apple's in-house accelerated computing chip, is late to the party - 'Or, you know, maybe Apple started designing their AI server chip *after* they decided on the strategic path forward'
on Premarket: Apple is red - 'How could there be a put peak at $150? Maybe they are anticipating war with Iran and high tariffs on all goods from Asia?'
on When will OpenAI go broke? - 'Or it went with Google because it would allow it control the data thievery that will follow all other iterations of AI..?'
on When will OpenAI go broke? - 'I was thinking that might be a reason why Apple went with Gemini, simply that it will be working with a company that’s more likely to be around for longer. Forgive me if everyone else already thought that.'
on Apple: Bull vs. bear - 'PED, I just started listening to SITM’s presentation at this Needham conference. As a presenter, can you get the audio recording for us to listen to? Thanks!'
on When will OpenAI go broke? - 'Mallaby writes: “….if A.I. appears unlikely to live up to its hype. This is the wrong worry; A.I.’s promise is real.” I agree, the promise is real, but the hype is exuberance. The dot-com promise was real, but the hype was exuberance. Up to half of the dot-com companies died. It is not inconceivable that OpenAI and other AI dedicated companies will die or be swallowed up (as Mallaby implies).'
on When will OpenAI go broke? - 'An FT headline put it this way… OpenAl needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates'
