Bill Donahue on Meet the market for Apple Intelligence - 'I’m betting the current market for solo operators among LLM peddlers is small. Mainly because the cost, utility and ROI to a user at that level is crystal clear, and they’re able to spin on a dime in changing what and how they do things without having to work through an often-resistant corporate bureaucracy. They also have multiple options for LLMs to use, which means they will pay as little as possible, always. I think the market for enterprise AI is eventually going to be ripe for Apple (not that it isn’t already, but most companies of any size move slowly, especially with IT and not really tracking associated costs very well – and we’re already seeing that with AI and its associated costs and lack of quantifiable ROI). And that’s because if Apple delivers on AI as it looks like it’s going to, then as with the days of enterprise being absolutely dominated by the blackberry and internal IT types refusing to permit or support Apple machines or smart phones, eventually they’ll be forced to follow their employees’ very strong preferences and let Apple in the door. And then, even ignoring the lack of reliability of today’s LLMs for quality output, its unclear ROI, and the total lack of security, organizational leaders will discover that the costs of AI-associated internal IT and external AI tokens far exceeds costs of Apple Intelligence, and that the Apple users are significantly more efficient in the work-place than the non-Apple users. AI’s trajectory is hardly an original story, and Apple’s path with it, internally and quite possibly in its business and dominance, is similarly not original. Assuming Apple delivers on AI with the same quality standards as everything else it’s put out, in 3 years it’s going to be a global power in AI. And the majority of today’s US LLM peddlers will have been displaced.'
on Trump, Xi, Huang, Cook - 'Jeff Bezos, Elon Musk, Jensen Huang, Tim Cook, Sam Altman and Mark Zuckerberg. “One of these is not like the others.” I would have a very hard time sitting at that table.'
on Trump, Xi, Huang, Cook - 'Thank you Apple for being an energy leader and leading the charge for change. Fossil fuel data centers are not helping our world predicament.'
on Trump, Xi, Huang, Cook - 'https://9to5mac.com/2026/09/22/apple-expands-tap-to-pay-on-iphone-across-eight-latin-american-markets/ Apple expands Tap to Pay on iPhone across eight Latin American markets'
on Meet the market for Apple Intelligence - '30 million sole traders pulling in $1.8 trillion. Sounds impressive until it isn’t. That’s an average of $60,000 each. That doesn’t leave a lot of room for shiny new kit from Apple. (Especially at current prices). And sure the author notes relevance to the ‘top slice’ of that cohort, but how big is that relevant slice? 1 million, 2 million, 5 million? Does that move the needle much for Apple?'
on Apple's market cap keeps bouncing off $5 trillion - 'I am neither recommending or endorsing Broadcom as an investment. I do follow the company in part because it’s an important Apple supplier. I’ve been quite curious why generally conservative Morningstar has such a high Fair Value Estimate – $650 – for an enterprise that closed today at $350.36. https://apple.news/A7o4-ppmJSoScDyHLpoqNcQ I think this article from Morningstar is good reading for anyone interested in a key Apple supplier, chip makers and the tech market in general. Personally I do like the company and I’ve been fascinated by how and by how much it has grown.'
on Apple's market cap keeps bouncing off $5 trillion - 'Did anyone else notice the exceedingly low volume today? As of 5:25 PDT, AAPL trading volume is 24.36 M. That’s 46.2% of average volume, folks. Less than half! And after hours is at 0.00%…. AAPL closed down 0.33% at $335.92.'
on Apple's market cap keeps bouncing off $5 trillion - 'A 6G upgrade to cellular services would be a huge mobile upgrade catalyst. I’m thankful that little ol’ Spokane is always on the front lines of cellular upgrades. If 6G is as powerful as I believe it will be, I will cancel my fiber WiFi. I’m not using its capabilities any way.'
on Postcard from Toulouse - 'Loved France so much, though I went in November when it was cold. Happy trails! P.S. Nice pic!'
