Stephen Gordon on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'Saw this video on YouTube and looks like a cool show back in the day. Jobs looks totally relaxed in that Pixar phase of his life, where things are starting to take off for the company. We know what came soon after.'
on Duo hands ons with iJustine, Brian Tong, Mark Gurman, Marques Brownlee - 'They should deny iJustine her 3rd cup of coffee and remind her she’s no longer in high school. Gurman’s review was actually pretty positive. I still don’t want one, but for those that do, Apple will gladly take their money. On the off shore pricing premium, if I recall correctly, the countries listed all use VAT. Crude conversion and VAT rates seem to indicate this is the case. If it is then there is no “foreign” premium.'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'Becoming Steve Jobs is the story of Jobs in the Wilderness https://en.wikipedia.org/wiki/Becoming_Steve_Jobs'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'My sister and I were subjected to Louis every Friday night (we were 10 and 14) we stayed with my late father, a dear, dear memory that warms my heart it was raised today. Before long, I was mowing more lawns to buy a share or two more of stock (sadly not Apple back then around 1984).'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - '” It was produced in Maryland by Maryland Public Radio. “ Dating myself (aren’t we all?), but the program originated in Owings Mills, MD.'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'Hi Michael – yes I too watched his show on occasion back in the day. It was produced in Maryland by Maryland Public Radio. He also started an investment newsletter that I subscribed to, but alas the companies he recommended that I invested in always went down. The companies he recommended that I didn’t buy always went up. Oh well – c’est la vie!!'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'Used to watch Louis Rukeyser every Friday night on the original Wall Street Week. A PBS production on KCET in Los Angeles. IIRC, the show was broadcast out of Miami. Great show and very good panelists.'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'A hidden gem, I had not seen this before. Steve as thoughtful and well spoken as ever. You still get a bit of the edge undercurrent to him. I do like his initial reaction to each question. His time at Apple 2.0 tends to overshadow his massive achievements at Pixar, where I think a large bulk of his fortune was modeled. Around the same time, maybe within the year or two before, I remember reading a profile in a business type magazine of Steve’s time in the “wilderness”. It discusserd how he had grown and matured as a leader since leaving Apple. I have occasionally searched for it, but it is so generic I can’t seem to uncover it. Maybe it was you Philip? Anyone recall this?'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'Somewhat similar, but I just wait on the dividend. I’m curious to see how that (the dividend) evolves in the new post-Cook and post-Maestri era.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'I’d bet good money that that click is not mechanical in nature, but is offered as a software “feature” for the holder/folder.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'every. single. one. that. they. can. make. * I think the improved camera on the 18 Pros looks really good, too, so sign me up for an iPhone Duo as soon as I can get one and an iPhone “XX” next year, because I want that in my book case Apple pays me well. I will return the favor.'
on Tim Apple, meet John Ternip - 'Even natural intelligence can be used in dumb ways, so this is a … no-brainer!'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'For me, it’s always a pleasure to watch Steve Jobs speak in public. I know there must have been internal meetings where things were not so pleasant, but the public view when he shows up to speak with or to someone are phenomenal. In these cases, he has a deft touch for deflecting “unrequested questions”. (I have got to learn to do that, so long as I remain employed in corporate America.) And it just … a pleasure for me … to watch his brain work. Two on-liner takeaways: CD-ROMs: lol! How dated is this? Well, OK, 1996. On Mr Market: to think that we were at $234.07 one year ago. Need champagne emoji.'
on The John and Joz show - 'Well, now about 18 months from Gruber’s March 25, 2025 rant and here we are, a strong iPhone 17 / A19 Pro cycle, Mac Neo, new M5/M6 Macs, and iPads, new iPhone 18’s w/A20 Pro, new AirPods, two sets of Apple Watch, a new Apple Watch Ultra, and much more conviction that Siri AI and Apple Intelligence will be delivered. And how that AI is getting there without massive CapEx may prove the correct move. And then there’s the iPhone Duo Foldable AND its software, which was being dutifully worked on exactly during the Gruber rant. This doesn’t excuse the original WWDC unmet promises, and he had good reason to feel that way, but Apple was being Apple, actually doing what he said they should do: “Modern Apple — the post-NeXT-reunification Apple of the last quarter century — does not publish concept videos. They only demonstrate actual working products and features.” Well, the Duo introduction, demonstrations, post event hands-on and impressions, and soon to come in-depth reviews show us that Apple indeed demonstrated an actual (NEW) working product and features. Like Apple product purchases, Apple’s mojo might have been delayed or constrained, but it was never lost. Oh, just one more thing: On March 25, 2025 Apple closed at $222. With Friday’s close of $332, AAPL rose $110, a gain of 49.5%. I guess Gruber didn’t see that either.'
on Tim Apple, meet John Ternip - 'The trick / workaround is not to ask for an image of a person or celebrity. But you can take an image of a person and ask Playground to make something with it. However, in my limited testing Chat GPT gave better results. And when I asked SiriAI if they can use famous people (by name) she said NO. #guardrails'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'I may get a Duo for casual use, but will always maintain the latest pro for its camera. I have Little doubt this is why Apple released the feature for two phones simultaneously sharing one phone number at the same time as the Duo. I often play a game with myself: “if Apple gets to 350 I’ll sell a few shares and buy the Duo”. Allows me to feel good about being a little frivolous.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'To have an informed opinion on the foldable, you must hold one in your hand (in my case it took me from “who gives a f” to “I don’t know why exactly, but I want one” ….. and that was a Samsung).'
on Premarket: Apple is red - 'Apple’s current all-time high of $344.57 was set on July 29th. At today’s closing price of $332.27 the company’s market cap is about $4.89 trillion. Let’s see if Apple joins the $5 trillion market cap club before the end of the month.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - '” The specs look awesome.” I have to wonder at what point does camera ability exceed the average person’s needs, and photography stops being a significant upgrade driver. My Ford GT had a top end of 220mph (certified by Ford to be 212mph on mine). I never had it above 150mph. I could afford to pay extra for the bragging rights, but I was in an extreme minority.'
on Premarket: Apple is red - 'After reaching an intra-day high of $336.22, Apple finished the day up $5.70 or 1.75% at $332.27. Apple is yet another hardware maker benefitting from today’s AI-related hardware boom. It’s good to see the Mac maker trading again in the current price range.'
on Premarket: Apple is red - 'Dell reached an all-time high today of $567.75 and an all-time closing high of $567.14, up $60.52 or 11.95% on the day. Hewlett Packard Enterprise also reached new all-time highs today. The shares closed up $6.86 or 12.42% at $62.08. The AI boom is definitely fueling computer hardware purchases.'
on The John and Joz show - 'I can say that I’m getting excited. After all the stumbles, all the doubts — the mood is changing. The change from Gruber to Tom’s, the change from Cook to Ternus, it starts to make sense. Seeing a CEO of such a company talk in that way, with remarkable technical competence, and at the same time disarming humility — feeling like a regular guy, seemingly a peer of Joz without losing the aura of a leader. He knows how to listen, he knows how to answer, he is authentic, empathetic, simple and multiple at the same time. That interview is very revealing, and it makes me aware of what the transition from Cook to Ternus really could mean, but also — stunningly — what the transition from Jobs to Ternus could mean — times are changing. I feel good!'
on The John and Joz show - 'It doesn’t pay to report the speculative dark side of an issue, at least not to the point where your emotions get in the way of calm, deliberate thought.'
on Apple's Live Rewind and Siri Recap: The 'Creep Factor' - 'Noise….. You can record conversations 1000 different ways. This doesn’t store any audio (watch the interview in another post). It just listens, summarizes and discards audio. More private than many other solutions.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'no doubt. I don’t have a compelling use case and I want one.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'when I read the headline I expected a video from a six year old. Well they does look like he lives in his parents basement.'
on Apple's Live Rewind and Siri Recap: The 'Creep Factor' - 'I’m very hard of hearing. I see value in situations where you can’t really ask someone to repeat themselves. But really not as much value as if I actually DID. Have a recording I could go back to. That’s the price of granting privacy.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'Here is another. https: //youtu.be /CEgynoERrqc (I added spaces to the url to survive posting) Much of what he says is familiar. The interesting thing in this was how much he appreciated the fit and finish. One thing he mentioned is the hinge. When you close the Duo, at the last instant there is a satisfying pop or click. You know a group of engineers worked hard at getting that sound just right. I can’t wait to go to an Apple and experience this.'


