Bart Yee on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - 'Hmmm, if new HomePods, HomePod Mini’s, and HomeBase display “are sitting in warehouses” just waiting for Apple software to catch up before being released, this suggests a few things to me: 1) Apple has already built the next generation specification of Home products with likely at least A17 or higher level and S9-10 chips installed. This increases the yield on these older chips, extends their useful life, and allows binned versions to be used as well. That’s a continuing cost advantage. 2) if Apple has say 20M-30M units already built, they have most all of these built with much cheaper memory already paid for. This may sustain inventory for the better part of a year or two with additional production as demand unfolds. I’ll bet Apple also has existing stocks of memory chips waiting to be used specifically for in-demand products. 3) the ability of these products to self-update to the newest versions once released and activated or tied to iPhone/iPad or Macs and WiFi suggest easy OS, Apple Intelligence updates. 4) I wonder if Apple has also installed C1X modem chips or created new Mesh WiFi chips which could use HomePod installations as a mesh WiFi system on its own? HomePod AirPort? 5) pair HomePods with a new Apple TV 4K with at least A18 chips like the Neo. I think we could see a huge leap in Home products and services.'
on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - 'Smart glasses are still creepy to me (thanks Meta and Google!). I’m sure Apple will redefine them in a way that makes them more practical, if, in fact, they are planning to release them.'
on The price of an Apple 3.0 subscription has changed - 'I just did the same research, but I’m not due until April 2028. I think that if AAPL has appreciated significantly by that time, it is fair to give Philip his due, too.'
on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - 'His take on Apple is probably the one I trust most. Agreed, he knows his stuff.'
on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - 'I’m also very much looking forward to the foldable. 95%+ of my ‘computer time’ (e.g., reading, email, music, GPS directions, P90X and other workouts, watching F1) is done on my Pro Max with the remaining 5% on my 13” iPad Air and MacBook Air. Should use my iPad more, but don’t as I’ve never got into the habit of having it nearby. And even when it is nearby, I don’t switch devices unless I’m going to do a lot of reading. The iPhone screen and keyboard is good enough. And I have 75” and 85” TVs both with Sonos surround sound, sound bars and sub woofers. They’re wonderful, but I only use each of them maybe once per month. If I am going spend time watching something, I’d rather sit outside with my dogs and watch on my iPhone. Part of this as I haven’t had cable in 15 or so years and primarily watch YouTube for its highly tailored content. I’ll use a TV if there’s a ‘must watch’ movie on AppleTV. It’s like they say of cameras, the best one is the one you have with you. My iPhone is always with me and having the fold out screen real estate available is going to be appreciated.'
on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - '“Apple Expert” – a legend in his own mind…'
on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - 'Eddie seems unusually upbeat!'
on Amazon wants Globalstar. Apple owns 20 percent - 'I own a small, “starter position” in Globalstar from about 5 years ago.Sure wish I had bought a whole lot more.'
on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - '“WS and the media were just blind to it.” I believe WS assumed that the Smart Siri would be at the center AND main part of Apple AI strategy. So when the Smart Siri Stumble occurred, WS was blinded, not because they weren’t looking, but because they could not see around the Stumble. It’s all they could talk about. So any analysis of Apple’s AI strategy was heavily influenced by The Stumble. I do believe that position is in the process of changing, thanks to some critical thinking regarding AI CapEx and monetization.'
on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - 'Perfectly. I can be verbose at times. My major point is that Apple has had an “AI” strategy all along. WS and the media were just blind to it. Not seeing is not the same thing as not having.'
on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - 'This is obviously bad news for AAPL, which should be seen as doomed no matter what. If upgrades are occurring at all-time-high rates, this means AAPL is at a peak, it can only get worse from here, and is sadly “pulling forward” future sales, as any fool can see.'
on Amazon wants Globalstar. Apple owns 20 percent - 'Maybe Apple should up their stake in Globalstar to 51%.'
on Apple's fitness guru is gone - 'Speaking of introspection, I highly recommend Ezra Klein’s conversation with Michael Pollan about consciousness. https://podcasts.apple.com/us/podcast/the-ezra-klein-show/id1548604447 Mindblowing.'
on Apple's fitness guru is gone - 'Here is the current model I am playing with to explain why kind, caring , empathetic people are in charge. It seems to go a long way to explain some things. Basically, many people simply do not think and are not fully conscious as we know it. The techbros claim that introspection is not part of their process. However, introspection, the ability to have an internal monologue to examine one’s actions and create logical causes and effects, is the hallmark of consciousness. From Socrates and the concept of the unexamined life to Descartes and the famous statement “I think, therefore I am,” to Jaynes and “The Origin of Consciousness in the Breakdown of the Bicameral Mind,” we see the significance of introspection throughout history. The absence of introspection implies a lack of consciousness as we understand it—the ability to engage in actual thought. Now, consider the fact that approximately 30% of people today lack an introspective, internal monologue, an internal “I,” and the potential consequences when they are allowed control over us. They live without slow, deep thought, relying instead on fast, instinct-driven actions (as suggested by Kahneman’s ideas). They fail to think; they simply act from their heart, not their head. They are even proud of claiming that this is how they make decisions—not by thoughtful consideration. And, for some, this has allowed them to gain tremendous power/money. They do not think of others. Because they do not think. They do not think about consequences. Because they do not think. And they do not ever think of failure. Because they do not think. And in a changing complex world, where what we used to think was true does not seem to work as well, they attract many of the other ‘unconscious’ who are afraid. And an unrealistic cult is born. One without empathy, without kindness, without thought. Unmoving, solitary islands in the stream of human consciousness (like my metaphor? 😉 But, we are a social animal, not a solitary one. And as Feynman said “Nature cannot be fooled”, so their approaches will cause collapse and those of us who do live an examained life will have to pick up the pieces. (My gut feeling is that PED 3.0 members do a lot of introspection. Pun intended.)'
on Amazon wants Globalstar. Apple owns 20 percent - 'Hi, Rodney. “…could GlobalStar sell their share and Apple become partners with Amazon?” Not nearly as far-fetched as you might imagine. Globalstar is a ticket to space, and there aren’t many left. Blue Origin and Apple? Personally, I’m in favor of it.'
