Roger Schutte on Mark Gurman on Siri AI - 'I have the new Siri AI running on my laptop + iPhone. Building a new local database data in Mail, Messages, Photos, Calendar (and I assume elsewhere) took days to complete on each device. Apple is doing a controlled rollout as it took until last night to get off the waitlist. Doing a ‘Hey Siri’ request starts a new conversation in Siri App on the laptop. Subsequent back and forth land in the conversation thread. New requests get a new conversation. (similar to ChapGPT.) Asking Siri a question on my iPhone like ‘When does Nicole land?’ got me a thorough reply in 4-ish seconds. Reply included the date, time, flight number for both her flight to Maine next week and for her return to SC which I didn’t expect. There was a link to the event in my Calendar and along with clickable flight numbers for flight tracking a little further down. Later I found the full conversation in the Siri App as it synced via iCloud. There are settings in Settings/Siri for how long you want conversations to stick around if you don’t want to do manual deletes. Asked Siri this question after stepping on a bees nest in my lawn this morning: ‘Hey Siri what can you tell me about the green headed bee that I just took a picture of?’ I learned Sweat Bees are faily docile and don’t seem to mind that I flattened their access tunnel. This is working well in my opinion. I am not a programmer or accountant or any of the other professions Gurman listed in his 3rd paragraph. That .5 of 1 percent of the worlds population can pay OpenAI, Anthropic, Google all they want but for the rest of us, Siri AI is going to be just fine. I’ve read commentary that a certain amount of Apple PCC comes with my iCloud storage fees (part of the Apple One bundle). I’ll update when I hit that limit and find out what fees Apple will be charging for heavier usage.'
on Mark Gurman on Siri AI - '(That’s both a comment on how little I value Gurman’s input, AND a serious question about providing filters for LLM content.)'
on TSMC can't make enough 3nm wafers to meet AI demand - '“ However, the Taiwanese firm likely realizes that this shift may happen sooner rather than later, and even after Apple continues to adopt this technology for several years for its SoCs, TSMC’s real test will happen when the AI boom stretches to this lithography.” I agree with Bart’s take, but I think that it is very important that Apple is helping to bankroll the transition. This will help a *lot* when allocation of a constrained supply becomes an issue. Being friends early beats being angry demanders late. Basically what Gregg said. I just hadn’t read all the comments.'
on This week's Apple trading strategies (6/15-6/19/26) - 'Entering this week’s trading, below is the market cap scoreboard of the Terrific Ten. These are the ten most valuable enterprises traded on US exchanges. This is a look at the numbers following the sell-off in Apple after the WWDC 2026 keynote and Friday’s SpaceX IPO. Week-over-week Apple lost $230 billion in value. SpaceX joins the Terrific Ten in the #6 spot. NVIDIA (NVDA) $4.97 trillion Alphabet (GOOG) $4.39 trillion Apple (AAPL) $4.28 trillion Microsoft (MSFT) $2.90 trillion Amazon (AMZN) $2.57 trillion Space Exploration (SPCX) $2.11 trillion Taiwan Semiconductor (TSM) $1.89 trillion Broadcom (AVGO) $ 1.82 trillion Tesla (TSLA) $1.53 trillion Meta Platforms (META) $1.44 trillion Three other US listed enterprises currently have a valuation of $1 trillion or more: Micron (MU) $1.11 trillion Berkshire Hathaway (BRK) $1.05 trillion Eli Lilly and Company (LLY) $1.01 trillion'
on This week's Apple trading strategies (6/15-6/19/26) - 'Nate’s video and Max’s convince me that Apple has created “AI for the rest of us”, a personal AI tool. It works for everyday consumer needs as well has professional creators of all sorts. This is a whole new category, just starting. While Apple won’t challenge the enterprise AI vendors, Apple has no competition in their personal AI. It also makes sense why it took so long to get all these pieces working. And two years ago, even Apple’s latest silicon would have been barely up to the task. Because this really new, complex, and poweful, it will take time to roll out, then to get Apps on board with it, and then ramp consumption by 1B users. Beyond that, we can only guess how analysts and the market react.'
on This week's Apple trading strategies (6/15-6/19/26) - 'I listened to a presentation last night on the threat of AI super-intelligence. And I strongly suspect it is indeed a very real and very fast-approaching danger. That said, the answer to avoiding that peril may well be found in the Apple AI Path. Yes, Alphabet is a frail reed. But as near as I can tell, Apple has defanged them, has convinced them of the power of being trustworthy. Also, I suspect/hope that Apple has established a trust-but-verify relationship. “Remember Google Maps!” should be their byword. And who knows: If Alphabet truly has bought into the Apple trustworthiness concept, then who else is better suited to bring trustworthiness to Android? Hey, I’m still allowed to dream….'
on This week's Apple trading strategies (6/15-6/19/26) - 'Hmmm! Tell this to “Eddy”. (See later post.)'
on TSMC can't make enough 3nm wafers to meet AI demand - '”Bart Yee’s take: Apple bankrolling 2nm fabrication and production will only go so far before demand there exceeds TSMC supply capability.” How much you want to bet Apple gets priority status on its orders?'
on Apple's iPhone revenue share was its highest ever for the March quarter - 'The market of consumers is clearly voting for Apple’s devices + Apple’s idea of safeguarding its users from evildoers and snoops. Presented with the relatively “open” Android devices with their lower price of entry, more and more consumers are saying to Apple: “please take my money.” Cue the EU regulators. They profess to have grave concerns about Elon Musk’s X and Grok and yet cannot seem to stop him. Apple of course can stop him locally. So it is of course time for the EU to force Apple to open all its computing devices and give Musk’s Grok full access to every piece of data on its users cell phones and computing devices. If EU regulators find Musk’s views offensive (and who doesn’t?), they’re going to love it when his version of AI has carte blanche to takeover the cell phones of Europe.'
on Flowchart: How Siri AI works - 'Excellent video. Max seems very self aware – he understands that his level of engagement with tech is not typical. And on that… I almost think that the reason we have sd slots in Mac’s is not because there is broad consumer demand but because of noisy tech influencers that make videos about Mac’s. It’s completely self-referential and an indication that tech influencers have no self awareness. I’m a creative professional and I don’t ‘need’ an sd slot… can get a dongle if I really need one.'
on Flowchart: How Siri AI works - 'Good video with Max and Ben Barjarin posted a few days ago. https://youtu.be/LUSeE30qruE?si=LQon9Au6EEMFgBFH'
on An influencer from Nottingham switches from Apple to Android - 'Lina Khan says Apple needs to do more to make switching easier and is using this video as an instructional foundation basis to enhance her strident and consumer oriented position that Apple stifles innovation. Lina is currently preparing another term paper that the EU, in conjunction with her Mentor and BFF Margrethe Vestager, can utilize to force Ferrari, Lamborghini, Porsche, Rolls Royce, and Bugatti to make these car companies compatible with all OEM automobile parts manufactured by Ford and GM. Compatibility is necessary across all manufacturers for simplicity and ease of use by consumers. As well as those consumers who want to undertake their own repairs by avoiding the burden of having to drive their cars to the dealership’s service center.'
