Raj Pandey on Premarket: Apple is green - 'Hahahaa!! My next two wishes, coming soon….'
on Premarket: Apple is green - '@Raj: Since you had your first wish granted and generally there are always three (3) given, what are the next numerics that you be requesting? Be bold my friend.'
on Premarket: Apple is green - 'Raj, looks like you got your wish! AAPL closed up $8.32 today to another new ATCH of $350.69, up 2.43%, on a day where all of tech rebounded in a sea of green except for NVDA. AAPL’s volume was 40.42M shares, almost the 90 day avg. The day’s intraday high was only $252.28, well below Nov. 5’s IDH of $355.38. AAPL is now up +29% YTD and +30.6% over 1 year. NVDA is finding itself down -4.3% today, -11.6% last 5 sessions, -22% over the last month, -17% over 6 months, only down -4% YTD, and -5% over 1 year.'
on Evercore believes in Siri AI - 'I agree that keeping everything on your device is not the ultimate solution, Mordechai, and that PCC is the solution that, hopefully, Apple is planning. But I disagree that “…the “early days” concept [doesn’t give] Apple a pass.” You yourself have posited that the solution is PCC, which I completely agree with, but that literally took years to put firmly in place. And then they had to implement a hard course correction, which they’ve done elegantly, that took more years. But you are giving Apple no credit for making both of those time-consuming choices. Clearly, Apple is doing the job right, even if it’s not happening fast enough for some. Let’s not throw the baby out with the bathwater..'
on The Ternus transition (video) - 'Culture is Apple’s most important asset. Without it, the passionate connection people have with the company will fade. Despite the rapid succession of recent product launches, I’ve rarely felt so disinterested. I hope this is just a transitional phase, and that Apple can evolve its culture with today’s generational shifts while staying true to its core values.'
on The Ternus transition (video) - 'Now this is a change that could be really exciting.Apple’s iOS 28 schedule shift helps engineers get more creative . They are getting an extra 2 weeks of coding in the earliest stages, allowing more creativity before starting code convergence. Appreantly employees like this. Wonder if Ternus was involved?'
on Evercore believes in Siri AI - 'Par for the course, Mordechai. It’ll take some patience. Apple is missing a decade’s worth of innovation in AI. Cook dropped the ball, then Federighi tripped over it, and Google had to be enlisted to pick it up and run with it. Processing requests like you mentioned through an external engine like Google Gemini creates several friction points that slow things down. Private Cloud Compute, data masking and no storage left behind are all *good* things, though. But they take time to run through an external model. I believe Siri also has to decide if a request will be handled locally (on device) or sent out to Gemini, and that, too, takes time. This will be a slower rollout because Apple is using Gemini, but this isn’t a race to be first—it’s a race to be best (safe and private). I just wish it was entirely Apple’s stack running the queries. Perhaps one day it will be.'
on The Ternus transition (video) - 'You learn a new word every day! I have long known this theory but did not know it had a name. We were taught that good design is only possible when you remove the ego from the problem (the design problem at hand). The ego can get in the way of the problem with issues like, “how do I make my self look good”, or “how much money can I make from solving this problem”. These conflict with the possibility of ‘best fit’ design outcomes. Ive was cocooned by Jobs championing, removing distractions enabling good design to happen. Good design is also only possibly in environments conducive to those outcomes. Apple and its proactive and curated culture is conducive to good design outcomes. In some ways Cook taking on the BS of handing lunatic megalomaniacs frees up Ternus to focus on the important stuff.'
on Evercore believes in Siri AI - 'Rodney, I don’t think the “early days” concept gives Apple a pass. They’ve had years to think about how to implement AI. I assume that what they rolled out comes after having spent a lot of time evaluating what other players released as well as whatever they’ve been working on in their skunk works. This should have been a solid first release, not a throw it against the wall and see what sticks release. Btw, this business about we can only protect your privacy if we keep everything on your device is flawed. Nothing is more sensitive than all the passwords and access credentials sitting in my keychain and that is somewhere in the cloud otherwise it would not be available across all my devices. Of course, it’s in Apples Private Cloud Infrastructure which presumably is much more secure than other cloud infrastructure (sure hope so). So if the Apple Private Cloud is good enough for my keychain it’s good enough for the AI index of my data and, if it’s not good enough, we’re all screwed.'
on Evercore believes in Siri AI - 'At this point I find AI to be over-hyped. This is not a radical statement. When it works it is impressive. It seems to me like a talking dog. I heard this aphorism somewhere long ago. Everyone is really impressed to meet a talking dog, no one wants to listen to what it says. My encounters with AI driven assistants on the telephone have been so-so. They seem to understand my words and the replies sound great, but the actual data content of their replies is unhelpful. Lately when you call Apple the first thing you get is an AI. Lately it’s been a young woman’s voice. Cheerful and lilting and sort of valley girl intonation. In the background you a bunch of muffled voices as if she were a real person in a room full of other telephone helpers. In fact the understanding of the problems is weak and the answers are not helpful. Luckily, if you just say “representative” she quickly passes you off to a real person. I’ve had some success with Siri on the iPhone finding quotations or invoices from long ago. That’s great. And Siri seems pretty good at searching for information. However, I don’t think I’d pay for Siri.'
on Daniel Ives is betting that Jensen Huang keeps his job - 'In a normal administration, he’d have his security clearance pulled, and extra oversight on his company. Don’t forget the girlfriend’s company is accused of smuggling chips to China.'
on Evercore believes in Siri AI - 'My take: It’s early days. Apple’s got time to get it right. That is no minor statement. I hope Ternus remembers that every morning.'
on Daniel Ives is betting that Jensen Huang keeps his job - 'In Taiwan, the mountain of video of the two Huangs during last May’s tech conference in Taipei, is giving everyone a good laugh. And in China, a restaurant is now marketing the “Jensen Cheating Meal”. The obvious risk is what, if anything, Jensen knew of Alice Huang’s company exporting restricted chips to China. The downside to Nvidia of its co-founder and CEO playing hanky-panky with someone who is a possible Chinese agent is hard to overstate. https://youtu.be/W7kXm_0KsC8?is=qHD2SbMl2DjrorTl'
on Premarket: Apple is green - 'Maximum-pain.com has been down for days. I’m in the market for a more dependable source.'
