Neal Guttenberg on MacRumors: Apple aiming to make 10 million foldable iPhones next year — maybe - 'I could see a market for a foldable phone. It is almost a different category of device sitting between a phone and a tablet. Could be good for consuming media. But I am still not sure Apple has this on the schedule for release in 2026, or at all. But, maybe because of all the recent chatter about it, I may be softening on the subject. But I wonder how much better F1 would appear on a foldable rather than on an iPhone? Has anyone started watching it on an AVP?'
on MacRumors: Apple aiming to make 10 million foldable iPhones next year — maybe - 'I’m posting this OT article here #1 because there is no other place to post it, and #2 my thoughts are pure rumor/speculation, just as the article re: foldable iPhones. https://www.prnewswire.com/news-releases/ai-creation-engines-transform-biotech-as-wellness-tech-captures-growth-wave-302640247.html The article describes how generative AI is shortening drug creation time by 30%. It goes on to point out that the pharmaceuticals will increase AI expenditures from $2.5 Billion in 2025 to $40 Billion in 2034. That’s a massive increase and only the beginning. That got me to thinking about TC’s oft stated comment that Apple’s biggest contribution to society will be in health. What if TC wasn’t referring to health related applications. What if he was referring to the creation of health specific AI data centers using Apple designed/manufactured servers (Houston server manufacturing plant), running MacOS AI Server, powered by Apple designed silicon (M-7/8/9 anyone?). Imagine the price/performance/operation advantage Apple would have in such a market, especially when you consider just how extensively Macs are used in science. Would this be a realistic motivation to acquire an AI engine, or a startup that could be molded specifically for the pharmaceutical industry? Could this be Apple’s health legacy?'
on Apple wins one, loses one - 'But multiple jurisdictions are moving to consider iOS as an ‘utility’ with both monopoly power over the market (as they define it) AND therefore subject to government regulation of prices and profits. On an intellectual level, I can understand the argument that the dominance of iOS and of Android in what is increasingly an essential product should be converted to an utility for regulatory purposes. BUT it’s not clear at all to me that current laws support this view. Regulators and competitors are moving in that direction, but that’s in the absence of clear legal basis.'
on Apple wins one, loses one - 'PUC = Public Utility commission for us undereducated (ie- electric rates commission)'
on Apple wins one, loses one - 'FRAND is not applicable- Apple never developed their IP in this case for licensing or adoption by the broader market place. In fact, quite the opposite.'
on Premarket: Apple is red - 'Exactly. But it’s not that Time doesn’t know how limited this view is. It’s actually why legacy media is increasing irrelevant. They are captured by an elite and it’s not in their interests to see things a certain way. Their blind spots are massive.'
on MacRumors: Apple aiming to make 10 million foldable iPhones next year — maybe - 'Such an order – if it exists – does not imply Apple expects to use up the entire order of displays in just the first year.'
on Premarket: Apple is red - 'More like “The Salesmen of AI”. It’s a laughable cover and that Time doesn’t acknowledge how limited the view and vision of AI that this gang is attempting to sell is is a pretty big miss for what are supposed to be real journalists.'
on Apple wins one, loses one - 'Couldn’t FRAND somehow be applicable to IP? (Just a question for anyone who might know. I’m totally ignorant on the subject.)'
on Apple wins one, loses one - 'Wage and price control by a judicial decision? What could go wrong…. /s'
on MacRumors: Apple aiming to make 10 million foldable iPhones next year — maybe - 'Can’t wait to buy one. This should easily add $10 billion in incremental revenue.'
on Apple wins one, loses one - 'Huge win for Apple. The ruling makes Judge Rogers a virtual PUC rate setter. By rejecting Apple’s 27%, she takes on the burden of proof for what is fair from an accounting and competitive analysis perspective. Then Apple can appeal again. Meanwhile, Epic gets nothing.'
on Apple wins one, loses one - 'An overreaching judge has been put in her place by the Court of Appeals. Most media outlets were characterizing this decision as a huge loss for Apple. No surprise there.'
on Premarket: Apple is red - 'Index futures are mixed on this Friday morning. Despite beating estimates and forecasting strong demand for its AI products, Broadcom is off nearly 5% ahead of the bell. A half-hour from today’s opening bell Apple is in the red $0.31 at $277.72. Oracle continues its slide. After dropping $10.83% on Thursday to $198.85, the shares are in the red over $2 pre-market at $196.50. Goldman Sachs, which gained $21.79 on Thursday is ahead 3.80 pre-market at $914.97. This sets up for a lively end to the trading week.'
on MacRumors: Apple aiming to make 10 million foldable iPhones next year — maybe - '“ Have we moved any closer to the truth? ” Nope.'
on Jim Cramer is sticking with Apple and Nvidia - 'Might be this?… ADHD “racing speech” is rapid, excessive talking driven by a fast mind, impulsivity, and difficulty regulating thoughts, often sounding pressured, slurred, or with incomplete sentences, stemming from neurotransmitter imbalances (dopamine) and hyperactive brains, needing techniques like pausing, slowing down, and therapy for management, as it’s a key expression of internal restlessness.'
on Premarket: Apple was red, turned green - 'Wow. Oracle dropped about 13% today. Volume almost 4x normal. This was based on poor earnings and debt issues. This dragged down a bunch of other AI related stocks. Apple didn’t get hurt too badly. I often drive by the Oracle Towers in Redwood City. I wonder if they’ll start tilting like the famous Tower of Pisa?'
on Premarket: Apple was red, turned green - 'Jeff Williams and Disney: finance.yahoo.com/news/investors-may-respond-walt-disney-131146375.html'
