Hap Allen on This week's Apple trading strategies (4/6-4/10/26) - 'OT: More from Errol Brandt at Kiraa.ai. This is the guy who earlier posted a video titled “Why Apple is Quietly Winning the AI Race.” I don’t understand most of the video below. Still, I’m excited by what he’s saying. https://youtu.be/6ZGlseSqar0'
on Saturday Apple video: Steve Jobs' 1999 campus speech - 'I’ve been reading Pogue’s history of Apple and I’m enjoying it -very much-. The first computer I bought was a TRS-80, rather than an Apple II, but I remember reading “Byte” and tracking the growth of the personal computer world. There’s a lot of ‘zeitgeist’ in that book. Plus the way Pogue organized that book, with the little snapshot biographies of key people, the side box excursions, and the anecdotes, makes it like reading a book-length magazine article. After reading Schake’s rather depressing book “The State & The Soldier”, I needed something more up-beat.'
on This week's Apple trading strategies (4/6-4/10/26) - 'The world really needs safety rails between users and AI, and Apple is not only laser focused on providing that, but far better positioned to provide it than its competitors. “Just the facts, ma’am.” – attributed to Joe Friday, Dragnet'
on Amazon wants Globalstar. Apple owns 20 percent - '”Another nightmare thought- could GlobalStar sell their share and Apple become partners with Amazon?” Or it could incentivize Apple to increase its stake in GlobalStar to 51%. I would be shocked to learn that Apple doesn’t have a first right of refusal clause in its original partnership agreement.'
on This week's Apple trading strategies (4/6-4/10/26) - 'Have never disagreed with a POV more. The Wordpress comparison is especially egregious, in that the Wordpress iOS app offers content management for static web pages, not a pointer to some dubious, unvetted vibe coded web site that can request sensitive information or redirect you to a darker part of the web. The desktop portal allows plugins and such, but those are rife with vulnerabilities. Apple will probably introduce an AI App Store in the near future, but it won’t stop vetting apps there either, for reasons of safety and compliance. In a couple years it will grow so exponentially that the EU will start complaining about fairness and what have you. Rinse and repeat.'
on Amazon wants Globalstar. Apple owns 20 percent - 'From FOB Sharon Lawton (sent by email): Amazon already has Leo and is already building partnerships for its internet services. Just one more example of Apple letting opportunity slip.'
on A weightless Apple iPhone floats across the screen - 'Why not both? 😉 Maureen O’Hara for me, but the choice is difficult. I hope that they all lived very happy lives.'
on A weightless Apple iPhone floats across the screen - 'iPhone. The official phone of NASA. Or is it also now being called: “Space Force?” I’m waiting for a comment from Lina Khan or Jonathan Kanter that this is an extreme Antitrust violation that mandates an injunction and stifles Android from being able to participate in the space program. An egregious suppression of innovation by eliminating a competitor from a high profile taxpayer funded governmental program. Will a lawsuit be filed before they circle the moon? Before the capsule splashes down? Or after they splashdown? Is it true the real reason the toilet malfunctioned was because one of the astronauts who happens to be a longtime terrestrial Android user flushed their iPhone down the toilet as a protest of sorts?'
on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - 'I think part of the “blindness” you reference is willful. Or sadistic. Many people want “Apple schadenfreude” (i.e. “Apple is doomed”, which we all so frequently reference). And when you add to that technical ignorance/incompetence/disingenuity, you get a lot of people saying things that are technically inaccurate and/or dishonest.'
on Saturday Apple video: Steve Jobs' 1999 campus speech - 'Steve was MAGA back in 1999…. Make Apple Great Again 😀 It’s informal, but Steve unpacks what makes Apple tick in this little talk and it’s just amazing to see how very spot on he was. Everybody was unbundling at the time except Apple. (Unless you count the in/out zigzag of Claris. Everybody was acquiring. Apple rarely did. In every major technology inflection point, the ability to synthesise the service the technology offers the human, absolutely depends on your being able to control “the whole stack” — in the case of Apple today — hardware, software and services. But beyond that, they also steward an ecosystem that makes them both, at one and the same time, broad and deep. You can hear Steve’s frustration when he speaks of the problem — how no one can co-ordinate around the goal. The Microsoft dig was classic! But Apple went ahead and worked with partners they could align with, built trust and shared alignment — an ecosystem, not a supply chain, which is Tim’s defining legacy at Apple, the operationalisation of Steve’s vision. And that ecosystem includes us, the 2 billion Apple devices that are active in the hands of humans all over the world, no matter their passion or purpose. The Macbook Neo is born into that ecosystem, and the original mission of the Macintosh, technology for the rest of us, is burning brighter than ever in its 42 year history. Just like the iBook a generation ago took portable and wireless computing to the ordinary consumer, the Macbook Neo will make computing, the internet, AI accessible to the world with privacy, trust and performance unmatchable by the competition at any price. all because they build the whole widget.'
on A weightless Apple iPhone floats across the screen - 'Hopefully they’re shooting their videos in 3D mode! That would be great to share and tie in to Apple’s upcoming AVP video of the launch. 🙂'
on Saturday Apple video: Steve Jobs' 1999 campus speech - 'The easiest person in the world to listen to. No word salad. No talking down to his audience. A little hyperbole, but it never felt like he was trying to convince himself of its reality. Optimistic about the future with the caveat of proper execution. Competent without overestimating his own competency. Conversational without boring you to death. God I miss that.'
on Larry Ellison's AI meltdown - 'Most of us, even of relatively modest means, actually have way more than enough…'
