Richard Gayle on Apple's five-phase plan to deliver its own AI (video) - 'One nitpick: I think the title of the piece should have quotes around “accidental.” His whole thesis is about how it is not an accident, but a repeatable process. But he hits the main points quite well. It was also a nice discussion of how influential Ternus has been. Like how Ternus is continuing the Apple view of saying “No” to projects, something most other companies fail to do.'
on This week's Apple trading strategies (9/21-9/25/26) - 'Yeah but at least Tom Bodet leaves the light on for ya! 😉'
on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'I’m an Otter Box Defender fanatic for all my iPhones. Skin crawling be damned. When I upgrade the iPhone traded in looks brand new to whomever will be receiving it.'
on Apple's five-phase plan to deliver its own AI (video) - 'I think that “more than 30 years” can be well defined. I Googled “Knowledge Navigator Video”, and one option was “apple knowledge navigator video 1987” I think that pretty well pins it down.'
on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'Maybe you just need thicker “skin” — or Tom Marieb’s email address!'
on Apple's five-phase plan to deliver its own AI (video) - 'Roberto filled some gaps in my memory and illustrated the importance of many seemingly unrelated actions. This is what I have been trying to accomplish. Even with some slight inaccuracies Roberto’s version is more comprehensive than my own and exposes how bad the analysis of the naysayers truly is. Even with his inaccuracies nobody has come as close to describing Apple’s long term (nearly 30 years?) strategy as Roberto, and for that, on a scale of 0-10, I give Roberto a 10. Think about that for a moment, Apple [JOBS] has been working towards 2027 for more than 30 years. During that time, all of Apple’s acquisitions and hires have focused on a goal that was a generation into the future. Was/is Apple behind its “competitors”? No, it was so far ahead of its “competitors” that its VISION couldn’t be seen. Apple’s famous secrecy allowed its “competitors” to travel down a dead end path, one from which I don’t think they will be able to recover, at least not in the next 20 years, but by then where will Apple be. As a side note, Roberto highlights how deeply the industry is reliant on Apple’s vision. When the industry strikes out on its own, it fails miserably. Strangely, the media ranks Apple’s progress against its “competitors progress”, without understanding Apple’s vision. I was one of them, but based on Apple’s historical innovation record, I trusted Apple unspoken vision.'
on This week's Apple trading strategies (9/21-9/25/26) - 'I am upgrading from the 17 PM so I can hand down my phone to my son who has a 14. Thats how we roll here. Win-win. And with family Apple Care, all are protected. What a great bargain. I now have 25+ devices protected for one fee.'
on Apple's five-phase plan to deliver its own AI (video) - 'Very well put together, indeed. Greatly enjoyed and appreciated.'
on Apple's five-phase plan to deliver its own AI (video) - 'I’m afraid he may be perpetuating some inaccuracies regarding Apple and Gemini.'
on This week's Apple trading strategies (9/21-9/25/26) - 'I think tbe point Gruber was trying to make is year over year it’s not compelling for normies to run out and get. For a normie who’s holding on to a 2-3 year old phone it is compelling. And really the most compelling device for normies (or otherwise) is the device that won’t be available for another month. But it’s weird seeing someone like Gruber on CNBC. It’s like seeing your elementary school teacher at the Supermarket. You acknowledge their right to be there getting groceries and yet somehow it flips your mind’s map of the universe.'
on How 'mysterious' John Ternus got Hollywood eating out of his hand - 'I kept all the pkg for my VP Gen1 for that very same reason, Stephen. Still using it. 🙂'
on How 'mysterious' John Ternus got Hollywood eating out of his hand - 'BTW, I see now why Apple feels obliged to split shares. Can you imagine owning AAPL that was worth 1/457th of $17,203,503.94 or (17204504/457=) $37,647/share? Yikes! PS – I said above “…so today’s split-adjusted share at about $11,000/share.” Should have said “so today’s non-split-adjusted share at about $11,000/share.”'
on How 'mysterious' John Ternus got Hollywood eating out of his hand - 'Stephen, you’ll have to ask yourself – the new iPhone Duo will cost you 6-10 shares of AAPL stock at $340/share depending on which model and storage you buy. You could use them and enjoy them, show them off to friends and, unless there are mechanical, electrical or cosmetic issues, likely be able to resell them or trade in with good value left. Or you could acquire them, seal in a controlled collector space and wait 10-15 years (like an unopened boxed original iPhone) and see what you could get for it then. Difference is original iPhone was pretty unique and only 6.1M total were sold. Of those, here’s a rough breakdown from Gemini: • “4GB Model ($499): This is by far the rarest variant. Because users overwhelmingly preferred the extra storage of the 8GB model for just $100 more, it suffered from lagging sales. Apple discontinued the 4GB version on September 5, 2007, just over two months after launch. Today, unopened 4GB models are highly prized collectors’ items, fetching record prices at auction. • 8GB Model ($599 original / $399 later): This was the flagship powerhouse of the original lineup, accounting for the vast majority of overall sales. When Apple killed off the 4GB model in September 2007, they dropped the price of this 8GB version to $399, causing sales to skyrocket through the holiday season. • 16GB Model ($499): Introduced late to the game on February 5, 2008, to satisfy demands for more music and video storage. It was only on the market for about five months before the entire first-generation lineup was completely discontinued in July 2008.“ No telling exactly how many of the last two were sold but I’d have to say both sold over 2-2.5M, even with limited market time. So rarity does dictate value for collectors. That would mean the 1TB and 2TB versions would be the rarest Duo models. And Duo probably would sell, IMO, 7-15M over a 1 year lifespan. If the Duo was kept for sale for 2 years unchanged, then maybe 20M+. The crazy thing is, balance the potential collector value increase of an unopened Boxed Duo, vs the price appreciation of those 10 AAPL shares (or more if you’re buying multiples of Duo’s – Duals of Duo’s? 🙂 ) and what they would be worth 10-15 years from now. Tough choice. I had the same dilemma when I bought my 2000 Porsche Boxster S – $65K out the door in early 2000 at the height of the dot com boom, bought by Intel stock at the time (not accounting for the capital gains taxes paid). Here’s Gemini again on what I would have today: “If you had invested $65,000 in Intel at its March 2000 peak unadjusted price of $131.94, you would have purchased 492.65 original shares. Following the 2-for-1 stock split on July 31, 2000, your holding would have doubled to 985.30 total shares. Today, with Intel trading at $108.60 per share, those shares would be worth $107,003.18.“ Barely kept up with inflation and my Boxster was/is a depreciating asset (plus sunk costs of repairs, maintenance and fuel (especially at today’s prices), worth $10-16K but still running after 26 years and a very enjoyable drive. Even a 911 of that vintage is still only worth around $20-32K. As a fun exercise, what if it was AAPL stock instead? “At its March 2000 unadjusted intraday peak of $142.24 per share, a $65,000 investment would have initially secured you 456.97 original shares. However, since March 2000, Apple has split its stock 4 separate times: • June 21, 2000: 2-for-1 split • Feb. 28, 2005: 2-for-1 split • June 9, 2014: 7-for-1 split • Aug 31, 2020: 4-for-1 split These corporate actions created a 112-to-1 compounding split multiplier ((2 x 2 x 7 x 4)). Your initial 456.97 shares would have multiplied into an incredible 51,181.10 shares today. With Apple now trading at $336.13 per share, the final calculation represents generation-defining wealth: Current Portfolio Value: $17,203,503.94 Total Principal Return: +26,366.9%” Nice but sometimes tortuous to think about. But hey YOLO and you were making the “best” decision at the time. Maybe. 🙂'
on Saturday Apple video: Asking Steve Jobs about the Blackberry (2008) - 'The Blackberry movie is highly recommended in light of this, given the role the iPhone played in the decline of RIM.'
