Recent Comments

  • Gregg Thurman on Jony Ive's AI project draws a lawsuit from Apple - '” Sam Altman, with every test, has been failing my sense of integrity and trustworthiness” OpenAI’s BoD fired Altman for undisclosed conduct. Altman fought back (and won) then fired the Directors that acted against him. I never understood what that was all about. Since then I have grown wary of Altman, but could never pinpoint the reason. I now know why.'
  • Gregg Thurman on Apple bull flips to bear - '” What is this amazing thing that Huawei has that will CRUSH apple in china?” It’s primary investor (the Chinese government) and nationalism. China has MCGA chapters, just as we have MAGA chapters.'
  • Gregg Thurman on Silvant's Michael Sansoterra doesn't believe in Apple AI - 'Wish I could “like” your comment Bart but there is no mechanism to do that. So I’m going to say ”EXTREMELY WELL DONE” and start a “like” post here.'
  • Gregg Thurman on Silvant's Michael Sansoterra doesn't believe in Apple AI - 'Obviously this opinionated, over educated excuse for actual knowledge hasn’t ready my treatise that Apple is monetizing AI through sales of AI capable hardware, and that everyone that buys Apple hardware will be paying for AI, whether they use it or not. Whereas subscription models will never achieve 100% of the TAM, and that competition will driven the cost of tokens downward in a race to the bottom. I swear CNBC invites guest speakers not for their knowledge, but for the controversy their idiot opinions spawn.'
  • Greg Bates on Apple dodged chip tariffs by doing a deal with Intel - 'How things change. The conservative position used to be a favorite saying of Maine’s junior senator, Angus King: “Government should not be in the business of picking the winners.” Fast forward 13 years since he became Senator: China is ascendant in no small part because of its industrial planning, and the conservative position today is to go beyond picking winners by also pressuring their customers to support them. With so many American workers cheering on “made in America”, even Trump’s detractors are forced to admit it’s good politics. For those who want to see Trump and Vance out, the question becomes in part, how do we do a better job than Trump has done of creating more manufacturing jobs? There’s tons of justified criticism of Trump, but the question remains: what’s the better plan that many Trump voters will buy? Oddly, with Trump’s chaos, the bar for answering that question is pretty low–so what is it?'
  • Richard Gayle on Jony Ive's AI project draws a lawsuit from Apple - 'My hypothesis: Apple’s purpose is not an eventual payout years from now. OpenAI has been considering an IPO, seeing how successful the SpaceXAI one went. It would be the big payout they have all been hoping for. That hope may be gone. This type of lawsuit, from such a large corporation, with connections to virtually every company OpenAI would want to work with (including the financial ones who would be responsible for the IPO) , could have a huge impact on the valuation of the IPO. It makes OpenAI a bit more toxic to work with. And who would want to piss off Apple by working with OpenAI? One part of this that is telling about culture – Apple claims that OpenAI lied to one of Apple’s suppliers, telling them Apple had given permission to reveal trade secrets when it had not. In an industry where trust remains a big part of the interactions, this could well poison OpenAI’s relationship with every supplier.'
  • Anice Hassim on Jony Ive's AI project draws a lawsuit from Apple - 'I see Mark Gurman is now claiming previous beef… Apparently Tan was miffed when he was passed over for John Ternus as hardware chief of engineering at Apple a few years ago… So it might not be personal with the Jony dynamic, although that has to be part of it – it definitely appears personal with Tan. As an interesting note remember Steve’s widow Laurene and a number of Apple icons were invested in IO as well… doing quite well when Sam bought them out. They might be finding out that backing Jony is now caught up in backing Sam, something many of them must be squirming about. I recently discovered Steve’s discomfort with the military and intelligence communities and their interest in Next, (connected through Ross Perot). I can only imagine what is going on in AI land with the kind of applications it empowers.'
  • Robert Paul Leitao on Jony Ive's AI project draws a lawsuit from Apple - 'Is there a reason Apple picked now to go public with the claim and file the suit? In other words, it appears there been a lot of investigative work performed by Apple to back up the case. The cause of the claim didn’t create itself last week or last month.'
  • Robert Paul Leitao on Jony Ive's AI project draws a lawsuit from Apple - 'Thank you, Anice. I appreciate the post.'
  • Stephen Gordon on Apple scores a 'staggering' 87 Emmy nominations - 'Widow’s Bay is fantastic. So much fun!'
  • James Hillhouse on Apple dodged chip tariffs by doing a deal with Intel - 'If the Trump Admin. is successful in forcing the diversifying of semiconductor supply chains for Apple and other US tech companies towards US suppliers while simultaneously boosting US chip companies, then something good will have come out of all of this.'
  • Greg Lippert on Apple dodged chip tariffs by doing a deal with Intel - 'Corrupt because his family probably insider traded on the situation. Anyone look into Intel purchases by them before the announcements were made and the info confidential?'
  • Fred Stein on Jony Ive's AI project draws a lawsuit from Apple - 'Upvoted. Thanks for perspective.'
  • Romeo Esparrago on New AirPods could read lips - ' Wouldn’t have to worry about hair getting in the way. LOL'
  • Dan Scropos on Jony Ive's AI project draws a lawsuit from Apple - 'Jony Ive has a legacy defining choice to make. What he does in the next 3-6 months could define him far more than anything he did at Apple. An eventual ugly and immoral loss, be it legally or simply in the court of public opinion, would be what most remember. Today’s generation were barely alive when he was doing great things at Apple. THIS is what they’ll remember.'
  • Philip Elmer-DeWitt on Jony Ive's AI project draws a lawsuit from Apple - 'Howard Lindzon on StockTwits: lolol.. $AAPL suing open ai and Its no small thing time for sam altman to go If they have a shot at saving anything'
  • David Emery on Jony Ive's AI project draws a lawsuit from Apple - 'Unfortunately, we know the pattern from here. Lots of pre-trial motions. Lots of challenges. Lots of delays. Then if we’re lucky, a trial sometime before I die. Then lots and lots of appeals. The US justice system has a tremendous problem with rich litigants/defendants (of all political persuasions) who use the system to delay and frankly pervert the course of justice. But hopefully E. Jean Carroll gets her money from one of her lawsuits before she dies.'
  • David Emery on Jony Ive's AI project draws a lawsuit from Apple - 'In particular, a company may have a ‘delete all email after one month’ policy (which is legal in general, there are exceptions.) Such an order would prevent/disable that deletion policy.'
  • Jonny T on Jony Ive's AI project draws a lawsuit from Apple - 'I think that it is more than apparent that Sam Altman is an untrustworthy, lying, manipulating little man. And Jony Ive is a lesser person in my eyes for having got into bed with him. Here is all the evidence we need.'
  • Anice Hassim on Jony Ive's AI project draws a lawsuit from Apple - 'I cannot help but think there is so much more to this story. I remember that strange “best pals” video that Sam and Jony made, and then pulled in a hurry. When I watched it, I guess there’s no other way to say it, but say it – I felt sad for Jony because it seemed he was yearning for a new Steve, and couldn’t detect that Sam Altman was nothing like. This Tan person, was no newbie at Apple – he was there for 24 years. Apple is an organism built on trust – perhaps uniquely for the trials of trust that Steve navigated, not always wisely, in his life, but codified in Apple’s culture. So when he went, and then did this, it had to affect many in Apple who had trusted him. And to discover that the ex-Apple gang went on to pull 400 more team from Apple, under these kind of tactics, well that’s not just hard elbows within the bounds of the game, that starts to look pretty personal. Apple went out of their way to not name Jony Ive by name, or Sam Altman, but I also cannot fathom that neither of them heard this was going on, stepped in and avoided this step. Apple wrote to OpenAI. These are our concerns. No Answer. Think about that? If they took the time to write OpenAI, even if they made a mistake on such an important thing, and addressed it only to the guy causing the problem, not his boss Jony, or his bosses boss, Sam – I cannot imagine that Jony and Sam weren’t hearing about it through mutual relationships. They didn’t respond. As in, they chose not to respond. From what is known at the moment, that’s how it appears to me. And the only reason they didn’t respond is because it’s personal and no other explanation could make sense. Because none of this does. You don’t go poaching 400 staff members of a “partner”, even if you didn’t think they were delivering on their promises (ChatGPT+Apple bundling). Especially not if that partner also happens to be a titan in the industry with a direct relationship with 80% of the market you are hoping will pay for your product. Judging from OpenAI’s history of the past three years since ChatGPT blew up, the fractures of trust, not just with Apple, as in this case, but clearly also Microsoft (and by extension Satya Nadella, a man trusted in the industry) and their own founding team splintering, it is clear that they have a problem in their culture. Our mistake is that we assume that one would want to correct for that deficiency of character or grace and adjust yourself accordingly – we fail to recognise that this is the culture they WANT. Fair dues, I am an OpenAI customer. The last months our team have consumed their product with enthusiasm for the things we can do with it. But increasingly we are having to question the wisdom of that choice as people. Sam Altman, with every test, has been failing my sense of integrity and trustworthiness that I would want in someone developing a technology that could warp my reality. And maybe that’s what attracted Jony, who knows. The reality distortion field that AI generates and it’s plasticity…. There’s a human interest drama playing out here. We haven’t heard the last of this by a long shot.'
  • Darren DMW on Premarket: Apple is red - 'Did the mini spike at about 3;40pm coincide with news of the open ai suit?'
  • Darren DMW on Apple bull flips to bear - 'What is this amazing thing that Huawei has that will CRUSH apple in china?'
  • Robert Paul Leitao on Premarket: Apple is red - 'Apple ended the holiday-shortened week on Thursday, July 2nd at $308.63. Apple closed today at $315.32, up $6.69 on the week.'
  • Charles A. on Jony Ive's AI project draws a lawsuit from Apple - 'I had to check on that term: A motion for preservation (or motion to preserve evidence) is a formal request asking a judge to order someone to save important information. You use it when you fear the other side might delete, throw away, or hide items or data needed for a fair trial. It works like asking a judge to put a “do not touch” sticker on a box of items. Here is how it works: Why it matters: In a lawsuit, evidence (proof) is key. If key facts disappear, you might lose your case. What it protects: It can save physical items (like a broken car part) or digital data (like text messages, emails, or security camera video). What happens next: If the judge approves the motion, the other side must save the items. If they break the rules and destroy the proof, the judge can punish them.'
  • Robert Paul Leitao on Jony Ive's AI project draws a lawsuit from Apple - 'The story is now being covered by Yahoo! Finance and the story is featured on the site’s home page at this time. This is good news for Apple, in my view, and not-so-good news for OpenAI as it considers an initial public offering.'
  • Richard Gayle on Jony Ive's AI project draws a lawsuit from Apple - 'I suspect the Apple employee whose computer was used rolled over to save themselves. Looks like any IPO from OpenAI is going to be damaged. At least the valuation will be. With Apple and its lawyers hanging over this for years. Think it likely it’s trillion dollar IPO hopes are dashed.'
  • Stephen Gordon on Jony Ive's AI project draws a lawsuit from Apple - '“We have no interest in other companies’ trade secrets.” Said no one ever!'
  • David Emery on Jony Ive's AI project draws a lawsuit from Apple - '(It really is -rich- that OpenAI asserts it can’t search through large amounts of message data!!!!)'
  • David Emery on Jony Ive's AI project draws a lawsuit from Apple - 'OpenAI and hiding evidence: https://arstechnica.com/tech-policy/2026/07/openai-faked-inability-to-search-training-data-hid-billions-of-logs-nyt-says/'