Gregg Thurman on Errol Brandt: 'This whole cloud migration thing has been a massive disaster' - 'A million upvotes.'
on A tale of two Great Lakes - 'Semi-related, but also supportive of my position (which is “hell no”) on whether or not Apple should follow Alphabet’s lead: “A Native tribe is fighting back as Trump’s tariffs threaten its livelihood Ranchers, taxi drivers and campsite owners on the Blackfeet reservation have endured two years of financial losses. They worry a new trade war with Canada will make things even worse.” https://apple.news/AExGiv2t8QRSlWO9NM0Pm7Q'
on A tale of two Great Lakes - 'Changing the names of landmarks such as the Great Lakes like the way local cities and municipalities change the names of streets, boulevards, and avenues is certainly a terrible idea. As I recall Instanbul, Turkey has been referred to as several different names over the centuries such as Byzantium, Constantinople, and several other names. For those familiar with the State of California “Thomas Guides”, these various street name changes creates a real mess of sorts for folks trying to navigate around the southland. Probably no longer an issue for recent times as Google Maps and Siri directions have replaced Thomas Guides and rendered them extinct.'
on A tale of two Great Lakes - 'I don’t understand why those outside of the U.S. and Canada will see both names. If another nation wants to call it by yet a different name, will everyone see all 3 (4, 5, 100) names? Google needs to do better.'
on Errol Brandt: 'This whole cloud migration thing has been a massive disaster' - 'I’m guessing his unique Kirra tool will run on a customer’s choice of model, where ever a customer chooses to host it (macOS hosted instance or other).'
on Errol Brandt: 'This whole cloud migration thing has been a massive disaster' - 'As long as PED gives us good content, I don’t care if the name behind the info is Brandt, or Jerry, or even Tim Long or Tommo. In other words, I don’t want to hear from someone just because of who they are, but what they say. It’s not necessary to only give the info that I want to hear. Having said that, I also realize space is limited. So pick and choose wisely- based on content, not name.'
on This week's Apple trading strategies (8/31-9/4/26) - 'The media always acts like Apple’s successes are lucky or an accident. Like how the M-series chip “luckily” does AI really well. Apple’s culture and organizational structure move information around very fast, allowing deep discussions at all levels years before a CEO at another company has gotten a summarized report. I am reminded of Richard Feynman’s story of visiting NASA during the Challenger investigation. Everyone else on the committee went to the dog and pony tour/lunch planned by the bigwigs. Feynman went on his own to talk with the actual engineers. One important question he asked was “what were the odds of a solid rocket booster exploding?” The top management of NASA said greater than 1/100,000. Each level down the chart, the odds increased: 1/10,000, 1/1000. Finally, when he asked the actual engineers, they said, based on the data from missiles, it was about 1/100. Each shuttle had 2 solid fuel boosters. Challenger was the 51st launch. Organizations that cannot move data/information fast enough to get the right material to the right people will make stupid decisions. Apple seldom makes stupid decisions.'
on A tale of two Great Lakes - '“Has it always been that the president can unilaterally change names of landmarks and geography on a whim?” No.'
on A tale of two Great Lakes - 'As an Apple shareholder, I expect John Ternus to do what’s in the best interests of Apple and its shareholders…just as his predecessor did.'
on A tale of two Great Lakes - 'I have a bad feeling he will capitulate. Being a new CEO, he doesn’t wanna get on the bad side of this vindictive, corrupt administration.'
on This week's Apple trading strategies (8/31-9/4/26) - 'There is no chance in hell that Tim Cook and John Ternus did not talk extensively over what changes Tim would make and what he would “left” for John to do. Any implication that this is a surprise *internal* to Apple’s C-Suite is asinine. So basically, unfortunately, this is a stupid analyst video.'
on Errol Brandt: 'This whole cloud migration thing has been a massive disaster' - 'I invested in the Kiraa fundraiser last week. Don’t know how it’ll work out, but I’m willing to take that risk, knowing I didn’t bet the farm. It’s also an indirect bet on Apple, given the hardware requirements to run local AI models efficiently.'
on Barron's: Nvidia's PE today is reminiscent of Apple's 20 years ago - 'Where I’m sitting, Nvidia it is already in a countdown to the fall, even as it rises. Chips are cyclical and this time is no different. Comparing to Apple is a total non starter.'
on Errol Brandt: 'This whole cloud migration thing has been a massive disaster' - 'One learns something from his videos – and isn’t that what we’re all here for?'
on This week's Apple trading strategies (8/31-9/4/26) - 'A bit of an over exaggerated take? And a bit of an overexcited delivery?'
on Errol Brandt: 'This whole cloud migration thing has been a massive disaster' - 'Too much? No. I learn from each one. He talked about the software tooling for Apple to become a winner in local AI. Apple has an architectural head start with unified memory and the embedded Neural engine. Perfect timing for John Ternus to lead Apple into this next big thing, high performance local AI, which entails winning over a new class of developers and customers.'
