David Drinkwater on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - '🙂'
on Saturday Apple video: Steve Jobs' 1999 campus speech - 'I love that this happened outdoors, completely against the grain of what we see with today’s tech execs who shield themselves from the elements (and their employees) in their heavily-curated environments.'
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 Saturday Apple video: Steve Jobs' 1999 campus speech - '“We’re the last people in this business who give a shit about making great computers.” I disagree. Apple is the last company in any business who gives a shit about making great products.'
on Larry Ellison's AI meltdown - 'Most of us, even of relatively modest means, actually have way more than enough…'
on Apple's fitness guru is gone - 'These are such interesting topics that I have only lately stumbled upon. If you like Jaynes, I think that you will really enjoy “ The Ecological Approach to Visual Perception James J. Gibson”. It’s a magnum opus of Perception and Action learned the hard way, after a long productive career spent in the field. I have a ton of great resources on this if anyone is interested.'
on Good Friday: Markets are closed - 'Read this, and go to the link to hear David sing his paean to the first iPhone. Enjoy! “David Pogue: ‘Apple and Me’ Thu Apr 2 02:15:45 GMT 2026 David Pogue, on his new blog at Substack:” Excerpt From “David Pogue: ‘Apple and Me’” Daring Fireball https://apple.news/ADN4qiHuZNTW-DZUsr5XDmw This material may be protected by copyright.'
on Larry Ellison's AI meltdown - 'I heard this story about Larry Ellison when at Apple some years ago. They say its true. Larry Ellison and Steve Jobs were talking and Larry said “I have a $160 million super-yacht, I own the whole island of Lanai, multiple mansions around the wold, etc. etc…. Steve replied “Yes Larry, that’s very nice. But I have one thing you’ll never have.” Larry: “What’s that?” Steve: “I have enough.”'
on Apple's fitness guru is gone - 'Thank you for this, Richard. I often ponder the work of Julian Jaynes. “The Origin of Consciousness in the Breakdown of the Bicameral Mind”–whether or not one thinks it’s true–is one of the most stimulating books on my shelf. Too bad he passed away so soon. Jaynes makes an intriguing argument that civilization could have been built up by humans and (until around 1500 BCE) all without the consciousness we take for granted, i.e. with “nobody home.” Go figure!'
on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - 'Hmmm, if new HomePods, HomePod Mini’s, and HomeBase display “are sitting in warehouses” just waiting for Apple software to catch up before being released, this suggests a few things to me: 1) Apple has already built the next generation specification of Home products with likely at least A17 or higher level and S9-10 chips installed. This increases the yield on these older chips, extends their useful life, and allows binned versions to be used as well. That’s a continuing cost advantage. 2) if Apple has say 20M-30M units already built, they have most all of these built with much cheaper memory already paid for. This may sustain inventory for the better part of a year or two with additional production as demand unfolds. I’ll bet Apple also has existing stocks of memory chips waiting to be used specifically for in-demand products. 3) the ability of these products to self-update to the newest versions once released and activated or tied to iPhone/iPad or Macs and WiFi suggest easy OS, Apple Intelligence updates. 4) I wonder if Apple has also installed C1X modem chips or created new Mesh WiFi chips which could use HomePod installations as a mesh WiFi system on its own? HomePod AirPort? 5) pair HomePods with a new Apple TV 4K with at least A18 chips like the Neo. I think we could see a huge leap in Home products and services.'
on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - 'His take on Apple is probably the one I trust most. Agreed, he knows his stuff.'
on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - 'I’m also very much looking forward to the foldable. 95%+ of my ‘computer time’ (e.g., reading, email, music, GPS directions, P90X and other workouts, watching F1) is done on my Pro Max with the remaining 5% on my 13” iPad Air and MacBook Air. Should use my iPad more, but don’t as I’ve never got into the habit of having it nearby. And even when it is nearby, I don’t switch devices unless I’m going to do a lot of reading. The iPhone screen and keyboard is good enough. And I have 75” and 85” TVs both with Sonos surround sound, sound bars and sub woofers. They’re wonderful, but I only use each of them maybe once per month. If I am going spend time watching something, I’d rather sit outside with my dogs and watch on my iPhone. Part of this as I haven’t had cable in 15 or so years and primarily watch YouTube for its highly tailored content. I’ll use a TV if there’s a ‘must watch’ movie on AppleTV. It’s like they say of cameras, the best one is the one you have with you. My iPhone is always with me and having the fold out screen real estate available is going to be appreciated.'
on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - '“Apple Expert” – a legend in his own mind…'
on Amazon wants Globalstar. Apple owns 20 percent - 'I own a small, “starter position” in Globalstar from about 5 years ago.Sure wish I had bought a whole lot more.'
on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - '“WS and the media were just blind to it.” I believe WS assumed that the Smart Siri would be at the center AND main part of Apple AI strategy. So when the Smart Siri Stumble occurred, WS was blinded, not because they weren’t looking, but because they could not see around the Stumble. It’s all they could talk about. So any analysis of Apple’s AI strategy was heavily influenced by The Stumble. I do believe that position is in the process of changing, thanks to some critical thinking regarding AI CapEx and monetization.'
