Greg Lippert on Premarket: Apple is red - 'It’s almost as if this war scenarios were not thought out in advance. Imagine that…'
on Premarket: Apple is red - 'Index futures are deep in the red this morning as oil prices spike in response to transport challenges in the Persian Gulf and an expanding conflict in the Middle East. Pre-market Apple is trading down $2.32 at $255.14. Today’s trading session begins in about 40 minutes…'
on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'To Ben and Greg, Upvoted. Very interesting take on things, although I can’t tell how accurate all the things he talks about is but it seems to make sense to this Luddite. Even with that in mind, both videos probably speak to the reason why Apple was trying to solve its AI problem on its own and was finally forced to partner with someone else when it was taking too long. And, again, if accurate, means that Apple probably won’t be giving up on having its own totally owned solution. It may also be the reason why Apple seems to have been able to retain a large amount of its chip design teams, from memory and correct me if I am wrong about this. Apple would seem to be working on things that would be of interest to chip designers.'
on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'Thanks so much for the pro-Apple AI videos! To clarify, when I say Apple “failing at AI,” what I mean is the end-user experience of the personal device being an intimate, personal, trusted advisor (what Apple branded as “Siri” in 2011). This end-user experience is different from the back-end developer infrastructure for creating AI software applications. It goes to the essence of how Steve talked in the early 1980s about the evolution of the personal computer: As a trusted, lifelong friend, confidante & coach. I feel like Google and Perplexity keep moving this “trusted advisor” vision forward, and Apple keeps falling behind. Perhaps there will be a New World Order in the technology stack that will favor Apple going forward. But I remain troubled by why Apple seems to keep falling farther behind over the last 15 years in being the most trusted personal confidante to its own users.'
on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'I saw this a week ago by the same Youtuber. It changed my perspective on Apple’s prospects in AI… for the positive. Apple Eats AI for Breakfast https://www.youtube.com/watch?v=9VZaI44odyg'
on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'Steve Jobs was the Most Uniquest business leader of the century! 🙂 @PED. 🙂'
on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'Thanks for sharing that video, Gregg. It sounds like a very reasonable take.'
on Mark Gurman: Apple's coming Ultra product lines - 'Great observation. Which camp comes to mind when reading this: “Iran is a modern country ruled by Clerics aspiring to the 9th century.”, the former or the latter? I’m not as optimistic as you on the outcome in Iran, because wars have a way of generating unpredictable outcomes such as the burning through all of our irreplaceable Patriot missile stocks (actually that was predictable), Iran is an extremely complex and large country, and has no desire for the meddling from outsiders especially the U.S, but I hope that you are right.'
on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'Tim Cook is the master of sticking to the script. He knows what’s at stake if he doesn’t.'
on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'An excellent explanation of why Apple will prevail the world of AI, and why the massive investments in data centers going to go for naught. https://www.youtube.com/watch?v=QgQ3s8AqAac Thinking different, debating everything really does make a difference.'
on This week's Apple trading strategies (3/9-3/13/26) - 'More from Errol Brandt: “Apple didn’t set out to beat Nvidia at their own game. They decided to play a different game entirely.” Brandt highlights the ease of use for developers. With the recent product introductions, the decks have been cleared. WWDC, anyone? https://youtu.be/QgQ3s8AqAac'
on Mark Gurman: Apple's coming Ultra product lines - 'I prefer Warren Buffet’s distinction: “Price is what you pay; value is what you get.” So, in that regard, the seller almost always overhypes the value the buyer receives. That duality is why Wintel computers once upon a time became dominant: cheap entry price “for a computer” and the highly convenient ignorance of most buyers in regards to the colossal difference in value, when compared to an Apple.'
on War fallout: Iranian drones damage AI data centers - 'Trumpism MAY be no better? Really, Johnny? I stopped reading right after those weasel words. “For too long we’ve been ruled by progressives who have forgotten to defend the West, but Trumpism may be no better” Excerpt From “Enemies like Iran will exploit liberal naivety until we’re destroyed” The Times of London https://apple.news/AQbx34Dr-TKmUjVouwZ-jDA This material may be protected by copyright.'
on War fallout: Iranian drones damage AI data centers - 'As I said, I do not laud him, I think he is a despicable man. By way coincidence, this man destroying the Iranian regime happens to be a very good thing for all human beings. Only improved once Putin has gone the same way of course. Interesting that there seems to be only enthusiasm from military quarter. No resistance to the plan. This sums things up pretty tidily for me: https://apple.news/AQbx34Dr-TKmUjVouwZ-jDA'
