Jonny T 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 Larry Ellison's AI meltdown - '”Steve: “I have enough.” Reflecting on my past financial habits, having enough is a new habit for me. It would have been nice if I had acquired it sooner.'
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 Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - 'Smart glasses are still creepy to me (thanks Meta and Google!). I’m sure Apple will redefine them in a way that makes them more practical, if, in fact, they are planning to release them.'
on The price of an Apple 3.0 subscription has changed - 'I just did the same research, but I’m not due until April 2028. I think that if AAPL has appreciated significantly by that time, it is fair to give Philip his due, too.'
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 Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - 'Eddie seems unusually upbeat!'
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.'
on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - 'This is obviously bad news for AAPL, which should be seen as doomed no matter what. If upgrades are occurring at all-time-high rates, this means AAPL is at a peak, it can only get worse from here, and is sadly “pulling forward” future sales, as any fool can see.'
on Amazon wants Globalstar. Apple owns 20 percent - 'Maybe Apple should up their stake in Globalstar to 51%.'
