Gregg Thurman on Neil Cybart: Is there a business opportunity in Apple Vision Pro rental arcades for sports? - ' And the return rate on the investment might not be very good if they only get rented 20 times a year. Vision Pro rentals wouldn’t make sense until gross revenue equaled $20,000/year/unit, and maybe not even then. That’s why I say people should stop bending over backwards to make a business case out of rentals. Let the economics of individual ownership justify the sale. As much as I talk about my Jayhawks, I don’t think I’m all that different from fans of other sports. I intend to watch 35+ Jayhawks games per year (at minimum). $5,000 (fully equipped device at current pricing) / 35 games = ~$75 (2 seasons). Thats the cost of a single decent game ticket. Throw in (in my case) air travel, lodging, meals, food and ground transportation and it’s an absolute bargain. I think the economics of individual ownership justifies current Vision Pro pricing. In addition to that you’ve got the best seat in the house.'
on Neil Cybart: Is there a business opportunity in Apple Vision Pro rental arcades for sports? - 'Grumble, grumble. I don’t root against the Cowboys, but I don’t root for them in particular. But I definitely don’t want people rooting against them. They are struggling hard enough as it is. And Jerry J is a a clown. That’s more than I have cared about gridiron football in a long time. PS Totally unrelated, it is kinda sorta possible to rest your iPad with a Magic Keyboard on your dog’s back while trying to do some light reading. The tray that the full-on MacBook rests on does not allow for the dog to be in the lap at the same time. This is good learning.'
on Apple: Liquid Glass blamed for iOS 26's dismal adoption rate - 'Liquid glass strikes me as somewhat gimmicky and a reversion to the OSX Aqua era. Aqua was amazing back then… but we all grew up. The Jony Ive flatness era, to me, represents a zenith of Apple design ethos – ease of use, economy of form and aesthetic sensibility. It was so deeply considered and rigorous. It was a nexus of aesthetically aligned hardware and software. Is Liquid Glass change for the sake of change? Looking back at the iMac (pre candy colours), that [unibody]form factor remained the same for so long. A brilliant move in my mind – a form factor that was authentically and immediately recognisable as Apple. As the years went by they became ubiquitous – what a branding opportunity. Sometimes it okay to leave the form factor as it is, until necessity demands something new. Clearly Apple at some point needs to refresh iOS interface to; distinguish it from other interfaces, stimulate flagging sales or represent a technological/cultural shift. Liquid Glass feels like an unnecessary, or contrived, style and interface shift. One that feels more cumbersome, sometimes clunky, less legible/intuitive. Rather a subtle refinement/modernisation of the ‘Flat’ interface that introduced some of the elements of Liquid Glass may have been a better move. It’s worth remembering there was a similar backlash to the introduction to the flatness era. Maybe they should rehire Susan Kare.'
on Apple: Liquid Glass blamed for iOS 26's dismal adoption rate - 'The amount of people I know defending the murder of the woman by ICE is frightening. I am repurposing a quote by SJ. “Murder is like porn, you know it when you see it”.'
on Apple: Liquid Glass blamed for iOS 26's dismal adoption rate - 'I don’t have an issue with Liquid Glass and actually like it. How does the percentage of previous IOS upgrades compare? Maybe I missed it or don’t care. Maybe folks are distracted by the destruction of our democracy?'
on Apple: Liquid Glass blamed for iOS 26's dismal adoption rate - 'In a gust of wind a new manager appears in the manager and announces he’s going to change everything. Then just as quickly he’s transferred elsewhere. In the meantime those left behind comment that he was inspirational, made a difference, he’ll be missed. That sounds like a description of Brigadier Generals in the Pentagon….'
on Apple: Liquid Glass blamed for iOS 26's dismal adoption rate - 'Legibility issues are top of my list of complaints with Liquid Glass. Camera zoom controls can be almost invisible with some subjects and things like input fields can blend into the background. Because of that I’ve been advising elderly relatives not to install it. I haven’t installed Tahoe on any of my computers for the same reason. First time I haven’t updated the OS by at least the .2 release since probably 2000. Also I’ve noticed more bugs with this release than any other I can recall.'
on Premarket: Apple was green, turned red - 'It is always hard to figure out the stock movement of a company and what is the underlying issue unless it is a very public reason. Most of the news is really noise which dominates the conversation but doesn’t reflect the underlying fundamentals. I will say that Apple stock often trades about 10% off of its high price if there isn’t a good news story to keep it climbing. 288 x .9= 259.20. So far this year there hasn’t been a “good” news story that the market is paying attention to. And I do expect Apple to report a record quarter on Jan 29. But often the market doesn’t care. What I do pay attention to is the overall analyst reports about what is working and what is not. and how close Apple stock is to the average prices set for the stock high in the next year. For instance today Evercore raised its price target slightly to $330 a share. If you bought today and the stock hits the price target of 330 you are looking at around a 27% percent return. Pretty impressive for the expected time period. Maybe not the highest rate of return in this market but very high compared to the average return of the stock market over the years.'
on Premarket: Apple was green, turned red - 'Apple closed up just a smidgen on modest volume. Apple has given back about all the gains of the last two months. I wonder if this is a case of using Apple as a bank, again. Funds taking gains in Apple to buy other stocks they hope have good short term prospects.'
on Neil Cybart: Is there a business opportunity in Apple Vision Pro rental arcades for sports? - 'Here’s an idea: Maybe some of the Apple 3.0 folks that have a pair of Vision Pros can watch the game together and report on what it was like. Thoughts?'
on Evercore hikes 'top pick' Apple target $5 to $330 - 'Correct me if I’m wrong, but wasn’t there another article recently in which some pundit was emphasizing that Apple was facing big memory shortages? Given Apple’s and TC’s history of doing better than pretty much every other major company in the world in relation to securing supply chains, I tend to believe Daryanani’s prediction of insulation from “memory inflation”, but it’s an interesting contrast.'
on Evercore hikes 'top pick' Apple target $5 to $330 - 'Perhaps Mr Market wishes to help Apple maximise buy backs today to maximise the blow out year ahead?'
on Neil Cybart: Is there a business opportunity in Apple Vision Pro rental arcades for sports? - 'Being a Laker girl is a pretty big deal in Los Angeles. Hollywood is just around the corner, and the exposure can open doors to better career opportunities, even if none reach the fame of Paula Abdul. However, if you want to assign blame for professional cheerleading, look no further than where it all started: the Dallas Cowboys.'
on Neil Cybart: Is there a business opportunity in Apple Vision Pro rental arcades for sports? - 'Agree it can be a distraction but the girls are pretty and train hard for it.'
