Gregg Thurman on This week's Apple trading strategies (6/8-6/12/26) - '” Conversely, if the token market approaches saturation, the low cost supplier crushes the others.” In my view, as the token market nears saturation, the cost of tokens will decline, hurting all hyperscalers. Then there will be “AI” users using data center LLMs, that will look at their token expense and decide that an on-device “AI” is less expensive and more secure.'
on Pivotal moment: Mark Gurman paints Apple AI as a power struggle - 'AVP “viewed internally as a technical achievement despite being a sales flop …” “Internally”? I don’t recall a single reviewer of AVP that wasn’t absolutely gobsmacked by the “technical achievement.”'
on Pivotal moment: Mark Gurman paints Apple AI as a power struggle - 'But not weird compared to the rest of Gurman’s posts. The funniest bit is from the headline; “finally take AI seriously”. Despite all the twists and turns, Apple always took AI seriously. Look no further than the first M-series chip. Errol Brandt breaks it down for y’all.'
on Who's coming to the July 11 Apple 3.0 meetup? - 'Can someone accept the responsibility as scribe/secretary, and provide a summary to those of us who can’t make it? Thanks in advance!'
on Ives and Kantrowitz on Apple's WWDC (video) - 'Gregg: I asked for an update out of respect for you. Over the past few weeks there have been several new WWDC-related announcements as well news about AI functionality being built into the company’s operating systems. A few of these announcements have me revisiting some of my investment timelines. I know you monitor the news and will be doing so into and through tomorrow’s keynote and the announcements from WWDC throughout this week.'
on Pivotal moment: Mark Gurman paints Apple AI as a power struggle - 'Joanna Stern provided a recap of Siri announcements over the years. In retrospect, the achievements are laughable. youtube.com/shorts/Y8NUvWzIiw4?si=b4LcK7Z9si3s5eC5'
on Who's coming to the July 11 Apple 3.0 meetup? - 'Looking forward to seeing some pics of the evening! Hope one of you lot is good with an iPhone camera. Have fun. I’d love to come but disengaging from my boat in the Med would be hard to do.'
on Who's coming to the July 11 Apple 3.0 meetup? - 'Hi, David. Unfortunately, the light bulb went off too late to consider this time frame. Maybe next year, although rooms and restaurants could be tougher to set up then….'
on Who's coming to the July 11 Apple 3.0 meetup? - 'If this happens next year, maybe my wife & I can return. My wife & I visited Boston & friends in Dunstable last month.'
on Who's coming to the July 11 Apple 3.0 meetup? - 'A PED meetup in Boston the evening before Horace’s Apple Investor Conference in September would work for me.'
on Who's coming to the July 11 Apple 3.0 meetup? - 'I’ll be driving up from the LA area. Don’t tell the CHP.'
on Who's coming to the July 11 Apple 3.0 meetup? - 'Boston is practically in PED’s back yard, so that, at least, would be an easy trip. As a kid and as a prep school and university alum, I’ve driven the southern New Hampshire / Vermont and northern Massachusetts east-west byways many, many times. There are some gorgeous views out there in the sticks.'
on Who's coming to the July 11 Apple 3.0 meetup? - 'July or June? Is it not associated with WWDC this week?'
on Who's coming to the July 11 Apple 3.0 meetup? - 'It’s at Cafe Pro Bono in Palo Alto on July 11. Joe has not set a time yet – maybe a cocktail hour before dinner would be a good idea? Sort of a meet and mingle before sitting down for dinner. Thanks to Joe for all his work setting this up!'
