Gregg Thurman on Premarket: Apple was red, turned green - '”Now I’m really eager to see and hear what they report next week.” Me too, although I’ll bet the one thing we won’t hear, is that the CEO’s workload these last three or four years has gotten untenable. This afternoon I remembered something I predicted after the Vision Pro was announced, and before WWDC. That was that the iPhone 15 would include the ability take spatial photographs and videos, in order to create personal libraries of spatial content for buyers of the Vision Pro. The iPhone 18 will be the start of 4th generation iPhone since Vision Pro announcement. That’s about 550 million (1st through 3rd generation) Vision Pro capable iPhones currently roaming the planet with spatial capability. By the time iPhone 19 hits the stands that number will have increased to about 775 million. My thought is, when does Vision Pro capable iPhones hit critical mass, and if Vision Pro general release is tied to that metric?'
on The tragedy of Tim Cook - 'I think that the heart of the matter is that Tim was faced with the most difficult choice: smell the glove or I will kill your family, your company, etc.. I think that if the choice was: smell the glove or I will kill you, he would have acted differently. It is relatively easy to be a martyr when compared against the loss of everyone, everything else that you love more than yourself. That is why it is a tragedy, because Tim is willing to suffer, to endure, so much because of his love for Apple. I think we all should offer him a show of support so that he can at least know that we understand his sacrifice, and are grateful to him for being willing to make it. Not many with his power and wealth would choose to do that.'
on 13 myths busted in David Pogue's 'Apple: The First 50 Years' - 'I thought they were totally out of ARM. Guess I need to investigate. Or someone post to correct me.'
on The tragedy of Tim Cook - '“an equivalency where none exists” That I can agree with you. But that doesn’t mean one side is right, and one side is wrong. Both can be wrong, or both can be part right and part wrong. And one side can be 100% right, and the other 100% wrong. But both do have a right to their beliefs, and both have the right to argue their case in public. But I agree- there is no equivalency. I believe that is where humility (I realize that I may not always be right) and tolerance (others have the same right I have to believe what they want).'
on The tragedy of Tim Cook - 'Sounds good on paper, Don, but two wrongs don’t add up to a right. The latest threat from on high: Trump Threatens Companies That Seek Tariff Refunds They’re Owed – The New Republic “The president is sending a clear message to corporations as tariff refunds become available…Donald Trump is still not happy that his tariffs were struck down by the Supreme Court, and he said Tuesday that he would “remember” the companies that don’t seek refunds…” This dude got where he is with threats. And every time folks give in, he gains more power. Apple chose to stand with the timid. And we all are paying the price. I seriously doubt Steve Jobs would have gone this route….'
on 13 myths busted in David Pogue's 'Apple: The First 50 Years' - 'The focus on RISC from the early days has been a far sighted decision by Apple And then getting a license in perpetuity for ARM designs made Apple Silicon possible (as was buying a chip design company when it was small that made Apple silicon a reality). Everyone else has to pay hefty fees to get that sort of design. ot so much for Apple. That is one reason they can produce such powerful chips for a reasonable cost. Thus giving us the smartphone and Mac Neo. And Apple always does this early one for tech. They only spend billions whne trying to rectify a mistake (ie Beats). So look at the small companies they buy.'
on 13 myths busted in David Pogue's 'Apple: The First 50 Years' - 'I’m at the part where Jobs is about to return to Apple. I didn’t know they were instrumental in creating ARM, and I believe they still own a percentage of the company, akin to their investment in Globalstar. Some good bets on their end, I must say.'
on The tragedy of Tim Cook - 'Rodney Avilla said: I believe some people’s hate for Trump is so great that it is distorting their perception of other people and events. TC is a perfect example. Whenever they hear the word Trump (or any word that makes them think of Trump) their blood pressure goes up. Whenever they speak about Trump, it’s always in hyperbole- they take anything that Trump has done or said and exaggerate and distort it to the max. They could never even consider anything Trump has done as ever being even OK, much less good. **I’m afraid I’m not following your comment, Rodney. I believe I understand what you were saying in these two bolded sentences, but I can’t think of what *highly criticized*, *important* thing that Trump has said or done as president that HAS to be exaggerated and distorted. Instead, I very much see corruption and mismanagement in his presidential actions. As much as I abhor Donald Trump, I believe I’m willing to consider what you’re saying…so, would you mind giving a few examples of something *significant* that Trump has done, as president, that you consider OK or good?'
on Perplexity endorses Apple's privacy-first AI strategy - '@David It is really interesting how the topic du jour among the analysts changes so quickly. Yet, for a manufacturer like Apple, planning has to be carried out on a multi -year time frame. That is a huge disconnect.'
on Premarket: Apple was red, turned green - 'In the lead-up to next week’s earnings release and call, the smartest responses to the announcement about TC’s move to Executive Chairman and Ternus stepping up to CEO is that there is no way that’s announced pre-earnings unless they’ve absolutely nailed the latest quarter’s earnings, and have a really great message to convey in the earnings call. Now I’m really eager to see and hear what they report next week.'
on The tragedy of Tim Cook - 'To get some context on where people fall you can listen this weeks Macbreak weekly podcast, where a few of the hosts start dinging Cook to various degrees it gives a good take on where many people land. In particular some feel that going to the Melania preview was unnecessary and too far. For my take FWIW, Tim is like someone who has found himself in a relationship with a toxic relative. Someone with extreme behaviors. He is forced to do somethings he doesn’t want to do. The focus should be on the toxic behavior of the relative, but instead it’s about Tim. Some might say that is giving Tim a pass I guess but that is how I see it. Also Gruber has been unrelenting in criticism of Cook, enough that I think he has lost some of his golden access. I don’t think we will ever see and exec at his WWDC show ever again.'
on The tragedy of Tim Cook - 'Personally, I distinguish the ‘conforming to Chinese legal requirements’ from ‘participating in Trump’s events.’ Many of the criticisms I’ve seen of Apple/Tim Cook lump these together. Tim has been clear “We obey the law where we operate.” (Although in many cases there have been substantial legal actions to establish exactly what that law is, e.g. for the App Store.) But when Tim himself, and Apple as a company, has contributed to Trump initiatives, or bowed to pressure (as distinct from legal orders) such as the ICE tracking apps, I think Tim and Apple have taken actions that are not defensible, or at least not as defensible as “following the law.” Sure, special case tariff treatment was a big deal (financially) for Apple. But that came at a different kind of cost.'
on Perplexity endorses Apple's privacy-first AI strategy - 'There was a time when I was convinced that Apple needed to make a big AI acquisition, like buying Perplexity back when that particular idea was being bandied about. I am so glad that didn’t happen.'
on Perplexity endorses Apple's privacy-first AI strategy - 'What we here have been saying long-time.'
on 13 myths busted in David Pogue's 'Apple: The First 50 Years' - 'Great question on PED’s part. A fascinating list. Can we take a sec to recognize Pogue’s generosity here? And maybe his marketing prowess? Such a list should feature prominently in his book, and a lesser person might have hoarded it for the second edition. That he would do the considerable work at PED’s request then toss it off for free…that’s it, I’m buying the book.'
on John Ternus' turnaround - 'For me Sonos integration would be the must have. Being able to simply say “Alexa play…” and then hearing the music on our in-wall speakers is something we do many times a day. I’ve seen no indication to-date of any Siri integration with Sonos. AirPlay 2 compatibility doesn’t cut it, Apple needs to just do what Alexa has been doing for years.'
