Neal Guttenberg on Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone - 'Bill, Upvoted your post as well as a bunch of others here. I will first say I didn’t read the article itself to see if some of what I am going to mention is talked about there. As Bill mentioned, they were first going to come up with a different device. Presumably, it didn’t work out, or, they found out there isn’t a market for it. A phone, both the hardware and the software, is a much more complicated device. For them to have suppliers later this year or early next year would mean that they would have to have a working model right now. It doesn’t sound right to me. Also, to be tightly integrated, they would, like Apple, have to come up with their own silicon. Which, from the story, they aren’t. The “tight integration” doesn’t sound like it will be as “tight” as Apple’s. Also, would you trust your personal data to an “Open AI Phone”? I wouldn’t. It is one of the reasons why Apple is doing well in the Smart Phone space because, in most cases, they are respectful of the user’s privacy. By definition, your information if part of Open AI’s product. I know many people handle a lot of stuff on their phones. I still do the most important stuff on my Mac mini(used to be a Mac book pro). A little skepticism from Kuo should be in order on this story. The timeline seems very fast, unless this is what Open AI has been doing for the past several years. But this sounds like a shift in strategy from them so I can’t seem to wrap my mind around their timeline being in any way, shape or form being doable. Just my take.'
on Premarket: Apple is red - 'The legal battle between Elon Musk and Sam Altman over OpenAI starts today. Assuming it proceeds and doesn’t end in a settlement (which I can’t imagine Musk doing), it should be revealing on a bunch of levels, including the contrast between the arguments and evidence presented and the inevitable rhetoric, hyperbole and bluster of the two named parties, who both share a penchant for exaggeration and deflection.'
on Evercore: iPhone revenues grew 20%-plus in the March quarter - 'Does anyone know about the RAM in the M series chips? Does Apple buy in a chip to integrate into this package or does TSMC make it as part of M series fabrication?'
on Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone - 'Well, you could use one of the British Lords! 🙂'
on Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone - 'A quick read made me take the lord’s name in vain, and I’m not even religious.'
on Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone - 'And I think this is what is depressing Apple’s stock today. There are factual reports that indicate Apple is doing amazingly well, and this vaporware report that indicates there may be some competition in the future. Guess which one moves the stock? Sheesh.'
on Premarket: Apple is red - 'Feels like a typical drop in Apple stock price before earnings is occurring. Also Monday mornings seem like a negative for Apple stock these days. Doesn’t mean the stock will pop much past highs of last week after earnings but often the sellers are in control before they learn how well the company is doing. Not a buy the rumor sell the news pattern. Considering the change of CEO to Ternus and Cook going to be chairman already announced I wonder what the updated Buyout and dividend numbers will be. Guidance should be interesting as well. Hoping for some good news on peace with Iran but not counting on that.'
on Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone - 'Nothing about Ming’s article makes sense to me. If it’s true, Open AI is playing directly into Apple’s strengths — particularly 1) its ecosystem of a family of devices that complement each other and work well together, along with a vast and established data cloud infrastructure, 2) trustworthiness, and 3) firm commitment to privacy. And if Ming is correct, it represents an enormous change in direction for Open AI that calls their timeline into question. They said as recently as Feb. 2026 that the device they are designing will be screenless and voice controlled. Creating an entirely new OS for a phone comparable to Apple’s, plus designing, vetting, and mass producing phone hardware backed up by the necessary data cloud infrastructure seems a daunting task. And given that this is their first effort and they have a lot to prove, they will want it to be “just right.” 2028 seems nearly impossible. Wildly speculating 2030 at the earliest. And this assumes that Ive – a famous perfectionist – can keep that impulse in check.'
on To what AI party, exactly, is Apple late? - 'Great reminder. Thanks. Upvoted. A lot of AI infra companies’ income comes from VC funded startups. And a lot of AI build-out is with borrowed money.'
on Big bet on Apple puts - 'That looks like money laundering to me. In order to have open interest you need both a buyer and a seller to hold their positions. It is extraordinarily unlikely for a widely held stock like AAPL to drop 30% in one non-earnings day, particularly when you consider its inclusion in major indices and the crash circuit breakers design to give people time to reconsider what is actually transpiring. So it looks like two parties are purposely doing a transaction to transfer money from one party to the other using the exchange’s variation margin process to bypasses normal bank large transaction reporting requirements.'
on Premarket: Apple is red - 'Happy Monday! Index futures are below the line as we approach the beginning of the week’s trading. Qualcomm is up over $13 pre-market on talk of a new AI smartphone processor to debut in 2028. The shares are at $162.12. The shares rose $14.90 on Friday to $148.85. Apple reports March quarter results on Thursday. The shares are off before the bell $3.24 at $267.82 this morning after falling $2.37 on Friday. Domino’s pizza is off nearly $26 pre-market at $342.25 on disappointing quarterly results. Trading begins in 10 minutes.'
on Big bet on Apple puts - 'I dont really know what I’m looking at but this coincides with Mings article hitting the wires I guess.'
on To what AI party, exactly, is Apple late? - 'I’ve had AI make simple math mistakes. Friday I asked it to count a simple column of numbers and it was wrong until I called BS, then it said sorry. My calc wouldn’t do that.'
on Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone - 'This will be great! I’ve missed so many trips to Tokyo , forgotten to reply to so many “Important Emails” and family dinners with my iPhone! My take? Someone wants cheaper shares before Thursday.'
on Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone - 'So an iPhone to compete with the iPhone, which is an asymmetric threat if I’ve ever seen one. Now that’s thinking differently.'
