Robert Stack on CNBC: What to expect from Apple at WWDC 26 (video) - 'I’m not going to be as harsh on her as the rest of you. I think we all need to appreciate that by definition, everyone here has pretty deep knowledge of all things Apple. We are like at a graduate school/Ph.D. level and of course she is speaking at a High School/Undergraduate level. E.g. people who watch CNBC, but don’t follow Apple anywhere near as deeply as anyone here. Viewed from that perspective, I think she did a pretty good job.'
on Ives and Kantrowitz on Apple's WWDC (video) - 'Robert, I think I can answer that. For all the hype surrounding “AI”, even though the majority of potential users want to use it, they have no idea how. By embedding “AI” in OSX (MacOS 27, iOS 27, et al) Apple has solved that issue. I think showing how “AI” improves searches, photography and such, would excite and encourage “AI” adoption, but only on Apple devices capable of running xxOS27.'
on Ives and Kantrowitz on Apple's WWDC (video) - '@PED: Thank you for this clip. I did get to listen to Fast Money yesterday but not Closing Bell. Thank you for filling in the blanks so-to-speak. With the billions (literally) of Apple-branded devices in use today, what announcement on Monday might be “good enough” for consumers to keep them wedded to the Apple eco-system and hardware platforms?'
on CNBC: What to expect from Apple at WWDC 26 (video) - 'Worse, Gregg: They’re Luddites, obsessed with freezing future progress….'
on Ives and Kantrowitz on Apple's WWDC (video) - 'Still wondering why no one talks about developer tools or Edge Agentic. All three see Apple as the gateway to cloud LLMs. No one mentioned the rampage to get the Mac Mini for edge AI; Nor Jensen’s rush to announce RTX Spark to compete with M-series; Nor Apple’s LMX to run LLMs on Apple devices and easily migrate to CUDA if massive scale is needed for LMX authored applications.'
on Ives and Kantrowitz on Apple's WWDC (video) - 'Dan Ives is the financial world’s fashion equivalent of what Chi Chi Rodriguez was to the golfing community back in the day.'
on Ives and Kantrowitz on Apple's WWDC (video) - 'Better than the previous video. Loved the detail in Dan’s jacket! 🙂'
on Saturday Apple video: Steve Jobs says 'jump' (1999) - 'they don’t do it like that no more. good stuff.'
on Wedbush: AI will add $15 billion to Apple's services revenue - 'Hmm, is Ives figuring “what could be an additional $15 billion annual services revenue for Apple” on top of already 15% services growth and accelerating (that would be +$16.4B to $125.5B for FY2026, and $+18.8B to $144.3B for FY2027. If we add $15B to FY2027, that moves it to ~$160B in services. To put that into perspective, that’s 77% of FY2025’s iPhone revenues. Quite possibly Apple would then exceed $500B in revenues for FY2027.'
