Jonny T on Apple confirms reports of layoffs in Siri and Vision Pro teams - 'Putting on the Apple Vision Pro still ports me to the future. Old family photographs that become Spatial at the touch of a button will still bring tears and emotion to anyone lucky enough to have access to it. Nope, mine is not going anywhere, even if there is little or no more dedicated Spatial content. For now.'
on Apple confirms reports of layoffs in Siri and Vision Pro teams - 'It’s one thing to report something, it’s another for Gurman to gloat and rub it in: https://x.com/markgurman/status/2090998919174275201?s=46&t=oxd_m7t-OId5inFp8E4nbQ Mark Gurman @markgurman X.com “Sorry, Vision Pro fans, I tried to tell you.“ That said, the costs of building the AVP also skyrocketed with the memory crisis, and increasing the price just isn’t palatable now and in the near term. My hope is the AVP will continue on the back burner, immersive and live content will eventually come through, and once the memory crisis abates, the next generation AVP can return.'
on Apple heads Evercore's list of the top six stocks to own - 'https://www.cnbc.com/2026/07/15/star-analyst-dan-ives-forms-yorkville-ives-merchant-bank-after-leaving-wedbush.html'
on GM's decision to drop Apple's CarPlay fails an A/B test - 'From my reading over the past several months, Walmart is experiencing increases in foot traffic from customers in higher income strata than had previously frequented the stores. Walmart+ customers using the associated OnePay card get 5% back on Walmart purchases. Non-Walmart+ customers get 3% back on purchases using OnePay. For customer not interested in OnePay, ApplePay would be a payment method of choice. This works for everyone involved. I believe Walmart is the top US grocer by dollar volume in the US and I expect foot traffic to continue to increase at Walmart stores so the company is smartly embracing ApplePay to meet the desires of many of the company’s newer customers. I find the technology transformation that is occurring at Walmart quite fascinating to observe so I follow the company fairly closely.'
on Apple confirms reports of layoffs in Siri and Vision Pro teams - 'Macro view: A year ago, TC rallied the team to focus on AI. Hence the HR re-allocation. In researching Apple’s ability to compete with CUDA to get developers to make device AI really take off, AI produced the following – key phrases “long game”, “more disruptive”: “Apple is playing a long game. MLX now has an experimental CUDA backend, and Apple used WWDC 2025 to position MLX as the preferred framework for LLM work on its platforms, alongside the separate, app-developer-facing Foundation Models framework. This isn’t a side project — it’s platform strategy. The Bottom Line MLX isn’t trying to dethrone vLLM in the data center, and it doesn’t need to. It’s doing something arguably more disruptive: making the question “do I need a GPU cluster for this?” a lot less obvious than it used to be. For local development, private inference, and on-device fine-tuning, Apple has quietly built one of the most compelling AI stacks around — and it’s already sitting on millions of desks.”'
on GM's decision to drop Apple's CarPlay fails an A/B test - 'Walmart US, that is. Walmart has been accepting it in Canada from the start of AP, I think.'
on GM's decision to drop Apple's CarPlay fails an A/B test - 'On a related note, Walmart is adopting Apple Pay after years of resistance. Those negotiations must have been interesting.'
on Apple heads Evercore's list of the top six stocks to own - 'I suspect no one has ever been fired for parroting Gurman. Except to be replaced by AI.'
on Joy of Tech: How Apple got the fold tight and creaseless - 'Swaggy? Are they giving him away for free?'
on GM's decision to drop Apple's CarPlay fails an A/B test - 'Will GM actually pay any attention to this result? Or are GM executives convinced they know better than the consumer what the consumer wants? I’m betting the latter.'
on Apple heads Evercore's list of the top six stocks to own - 'Last week it was the naysayer Apple newscasts. This week, the Apple News has been positive. Let us see what the next week brings. Sometimes, the tone is set by Gurman’s Sunday notes.'
on GM's decision to drop Apple's CarPlay fails an A/B test - 'The burning question that new car buyers have these days is whether to get the 55 inch or 65 inch flat panel for the dashboard.'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'Unfortunately, I have to for my band. It’s the most effective way to connect and promote my shows. Outside of that, I try to avoid.'
on Apple heads Evercore's list of the top six stocks to own - 'Looks like a pretty encouraging note to me. Daryanani has been relatively positive on AAPL for a while and I think he offers good perspective. He’s not as in-depth in his notes as Eric Woodring but explains things pretty well. I see a few analysts (Gene Munster again) mentioning the under appreciation of the Siri potential. I can’t recall seeing anything lately from Dan Ives. Maybe he’s getting ready to make another super prediction!'
