Gregg Thurman on Live immersive baseball on the Apple Vision Pro is a hit - 'A couple hundred Vision Pro layoffs is fine tuning labor to need. Apple is not backing away the Apple Vision Pro. To the contrary, it is demonstrating, more and more, just how good it is before they solve their screen supply problem. They must be getting close.'
on Nate B. Jones: With the new Macs, Apple is betting on desktop AI (video) - 'The idea ‘betting on AI’ goes too far, I think. What Apple is doing is enabling AI for those who want it, but NOT REMOVING all the stuff that people already find useful. Ternus will NOT turn the Mac into “An Agentic AI box”, but rather “a box that lets you use AI as much as you want.”'
on Live immersive baseball on the Apple Vision Pro is a hit - 'tick tock … I have been patiently waiting for sports on AVP for years now … I thought they had a deal with Real Madrid …. what is taking so long?'
on Live immersive baseball on the Apple Vision Pro is a hit - 'Would love to see an Apple campaign where they invited people to bring in recorded sporting events shot on qualifying iPhones that support spatial video, perhaps of themselves or their children, and to watch it in an Apple Store on an Apple Vision Pro. I have to believe this would help stimulate sales of Apple Vision Pro. Concert videos, or any special occasion would work, too.'
on Premarket: Apple is red - 'If my CNBC app is to be believed Aapl is up about 8 dollars per share at 10:30 this morning! I doubt John Ternus taking over is the reason but a good way to start a new position.'
on They say that Apple, the company, was Steve Jobs' greatest product - 'IMHO, people who say “Tim Cook Wasn’t a Product Guy” haven’t a clue what a real technology “product guy” is. Both Tim and Steve had failed products. (Steve: Apple TV. Tim: Apple Car). But that doesn’t mean they weren’t highly effective product guys. Companies that never fail at anything are usually companies that are way too risk averse. There is an enormous amount that goes into any successful technology product launch. It’s not voodoo. It’s a lot of hard work. Geoffrey’s Moore’s book, Crossing the Chasm, is a superb guide to successful product strategies in disruptive technologies. Read it, and you might realize: Oh, Tim actually is a product guy after all.'
on Giving Apple's Tim Cook the recognition he deserves - 'A new day has dawned. I think JT will continue Apple down the path of innovation. I think the coming day is bright.'
on An Apple CEO's valediction - 'For investors, here’s the part that differentiates Apple: “This place is proof that culture triumphs over everything. We share a belief that what we build matters, and that we have both the opportunity and the responsibility to leave the world better than we found it. That purpose is part of what makes this place extraordinary. ” Other companies that have done extremely well for their shareholders often have culture as key, even if each culture is different. Many books have been written about culture not only at Apple but also Tesla, SpaceX, Pixar, Nvidia and more. All very different cultures. But they share one thing in common: Big dreams and a culture oriented towards achieving them. This then creates something for shareholders that they all share: outsized returns sustained over record-breaking time spans.'
on Giving Apple's Tim Cook the recognition he deserves - 'You don’t need to knock someone else down to be able to say someone did an excellent job. 🙁 Tim Cook was the “real” genius? Oh! Come on. There are good observations about his contributions, but I really dislike this kind of writing.'
on Mark Gurman: Phil Schiller is moving on - 'Speaking personally, it’s uncomfortable to witness Tim Cook, Phil Schiller or any well-known Apple executive from the 1990’s and 2000’s retire. It’s like we lived through the company’s successes and challenges together and shared collectively in the triumphs. It’s also a reminder to us Boomers we are getting older and we are entering new eras in our own lives. I’m witnessing these changes with a tinge of sadness. It’s like having an old friend move away or like having a long-time co-worker and friend transfer to a new location. I’m sure it’s no easier for Tim Cook or Phil Schiller as they endeavor to walk off stage gracefully so-to-speak with very mixed emotions. I wish them well. It has to be hard and yet I applaud them for the wisdom and determination to step back and move forward to different roles at the company they spent much of their lives building together. May they move forward in peace, with grace and the understanding they gave so much of themselves to their work and through their efforts hundreds of millions of lives have been enriched and, even in small ways, made better.'
on Aaron Tilley: Apple was unprepared for the Mac Mini's success - 'Here is an excellent video analysing what open source AI models the Mini and Studio can handle based on their RAM configuration. It also compares the Studio M5 Ultra with 2 NVDIA DGX Sparks – comparable in price. The Studio has far greater memory bandwidth so it can therefore process many more tokens/sec. 22min long but super interesting. Also compares AI subscription cost to Hardware cost. Takeaways: 1) Buying a Mac to save on AI subscriptions doesn’t stack up in 2026. 2) Are Macs worth it for edge compute?- NotSure. 3) These Macs cannot run frontier models – only basic AI – Macs only allocate up to 75% of RAM for GPU use. 4) As models improve in. the next 6-12 months the current Macs will provide an increasingly better experience. https://youtu.be/eDoWKgFqRM4?si=kSxsDtFrLb6tona1'
on Aaron Tilley: Apple was unprepared for the Mac Mini's success - 'Do you think Nvidia was prepared for GPUs to become the engine of AI?'
on WSJ: The challenge for Apple's new CEO - 'This will be a slam dunk. John Ternus has two back-to-back sets of very big shoes to fill, but Mr. Cook is still available to give advice if it’s ever needed. That’s a real advantage, IMO We lost a lot of elderly wisdom during Covid, and the actual impact of that may never be quantifiable. Nonetheless, it’s real.'
on An Apple CEO's valediction - 'Such a class act on all points of the compass. Glad he will still have an important role with Apple.'
on Premarket: Apple is red - 'After Labor Day the senior staff returns from summer vacation, or so they say. Things may change then. Eight days till the iPhone event.'
