Bart Yee on Chateâu de la Treyne - 'Pretty amazing that Porsche is back-filling Apple Play functionality to older Porsche models, what other manufacturers would do that? From Road & Track via Apple News: https://apple.news/ArxKweCNCQuKfXpczO7bk0Q Porsche Just Gave 300,000 of Its Best Older Sports Cars Modern Infotainment With Apple CarPlay Porsche Classic Communication Management Plus brings CarPlay, Android Auto and more modern functions to many 2009-2016 cars. “Many Porsche enthusiasts prefer old-school technology. Manual transmissions, naturally aspirated engines, and analog gauges often provide a more tactile, more engaging driving experience than their alternatives. But when it comes to infotainment, newer is generally better. Porsche began bringing those two worlds together in 2020 with Porsche Classic Communication Management Plus (PCCM Plus), giving owners of classic models access to modern infotainment without sacrificing the factory look. And as of Tuesday, Porsche is expanding the technology to a newer generation of future classics.” “The latest version of PCCM Plus is now available for the 997.2-generation 911, 987.2-gen Boxster and Cayman, 991.1-generation 911, and 981-gen Boxster and Cayman. Porsche says that opens the factory infotainment upgrade to more than 300,000 cars from model years 2009 through 2016. These generations represent something of a dividing line in Porsche history, arriving before turbocharged Carreras and four-cylinder Boxsters and Caymans became the norm. At the center of PCCM Plus is a seven-inch high-resolution touchscreen, but the biggest upgrade is the addition of wireless Apple CarPlay and Android Auto. Bluetooth and Wi-Fi connectivity are included, along with Bluetooth audio streaming, 4G support through a nano SIM card, and over-the-air map updates.” “PCCM Plus was designed to integrate with the car’s existing electronics. Cars originally equipped with a multifunction steering wheel can use it to control the new system, while navigation instructions and music information can appear in the instrument cluster. Existing vehicle settings remain supported as well; for example, Boxster and Cayman models equipped with parking sensors gain a visual distance display to supplement the original audible warning. Plus, the look is seamless and can easily be mistaken for original equipment, unlike most aftermarket systems. But Porsche drivers love to drive above all else, so PCCM Plus adds a few features that seem tailor-made for drivers. Oil temperature and oil pressure can be displayed on the trip screen; even more exciting is the satellite-image navigation and a Scenic Roads function that can deliberately select winding, panoramic routes rather than simply finding the fastest way to your destination. Porsche offers two versions of the system: One covering the 997.2 and 987.2, and another for the 991.1 and 981. Individual functions vary depending on the model and original equipment, and Porsche recommends having PCCM Plus installed at a Porsche dealer.” Excerpt From “Porsche Just Gave 300,000 of Its Best Older Sports Cars Modern Infotainment With Apple CarPlay” Joe Kucinski Road & Track This material may be protected by copyright.'
on Chateâu de la Treyne - 'Its is highly speculative. In today’s Fast Money podcast Gene Munster mentions Apple’s AI efforts and Siri at about the 15 minute mark and at about the 25 minute mark the panel debunks the risk to Apple from Meta’s Muse. https://podcasts.apple.com/us/podcast/cnbcs-fast-money/id215529509?i=1000792271402'
on Chateâu de la Treyne - 'Wow! That is scary. I don’t need to be advised to continue to avoid anything Meta. So maybe after this new report gets out, the market will be less intimidated by the incomplete news from Benzinga that caused the selloff today. That could bode well for an AAPL rebound'
on Chateâu de la Treyne - 'Here is a non-paywall account of the article: Unsurprisingly, Meta’s new Muse AI agent blatantly ignores users permissions'
on Chateâu de la Treyne - 'Love the details about the locations you’re staying at, PED. Makes me want to go back and explore the country some more, though by car. There used to be a version of me that was more journalistic after finishing college, but my career path got the better of me and eventually led to Apple stock ownership, 3.0, etc. In other words, my passion for research and curation is not what it used to be, not to mention the lack of bandwidth. Much respect to whomever can fill in when needed. Regarding Muse, I downloaded the app and set up my avatar, then deleted the app after hearing how it accessed information that was supposed to be walled off. Never used it in between, I might add. Meta might squeeze out a few extra bucks by leveraging the agent against their vast advertising network, but competition is on the horizon, and the new Siri is already much improved and will only get better. Speaking of leverage, does it matter that Meta had to resort to financial engineering to keep data center expenses off the balance sheet?'
on Chateâu de la Treyne - 'The idea that Meta’s software replaces Apple’s hardware is highly “speculative”. The little bit I read on Mohan’s comments were not particularly persuasive.'
on Château de Mercuès - 'Some interesting revelations in the filings for Anthropic’s IPO: Revenue in 2025 was nearly $4.6 billion. Operating losses more than doubled in 2025 to more than $8 billion. About $3.8 billion of the 2025 revenue was from customers paying based on how much they use Claude , while subscription revenue was $789 million. Anthropic said it expects the former to comprise “the substantial majority” of its revenue for the foreseeable future. Anthropic paid roughly $351 million back to the platforms in distribution fees, or about 16% of sales. By early 2026, Anthropic’s total long-term commitments exceeded $417 billion. So, in summary: their IPO goal is a $2 trillion valuation… with last year’s revenue of $4.6 billion, an operating loss of $8 billion (more than double the year before), and outstanding long-term commitments of $417 billion. Now that IPO “plan” truly is some financial alchemy!'
on Chateâu de la Treyne - '– Bank of America’s Wamsi Mohan warned Meta’s Muse agent could siphon Apple’s product discovery and transaction revenue, yet kept a Buy rating on AAPL. – A person said to be close to Foxconn’s supply chain told China’s Jiemian News that final assembly yields for Apple’s first foldable iPhone were only slightly above 60% as of September 17. – Apple’s haptic feedback $5.7B trial loss likely to get pared way back. I dont want to make a thing, but if someone feels they could assist, great. It’s always been a great place to catch the headlines, consolidated, and enjoy members quick rebuttals and sanity checks.'
on Chateâu de la Treyne - 'In other news, the tiny post-premarket tail wagged the massive open-market AAPL dog, taking advantage of its minimum volume to influence said open market, which itself barely managed a lackluster 38 M trading volume, closing down 3.25% for the day, And as Apple is still buying in the open market (it still being September), yet more undervalued stock just got removed from Apple’s float, which makes me a very happy camper.'
on Chateâu de la Treyne - 'Like most of us, you are advanced in years. I hope you are grooming someone to take over when you decide you don’t want to do it anymore. PS, I imagine that would be a rare person, much like yourself.'
