Recent Comments

  • Jeff Daniel on The Information: The risks of putting Hair Force One in charge of Apple Intelligence - 'Craig F missed AI. How is still employed? He ignored SIRI for years.'
  • Robert Paul Leitao on Premarket: Apple is green - 'On this Thursday the Russell 2000 set another all-time high while the DJIA, S&P 500 and Nasdaq Composite moved closer to record-setting ground. On the S&P 500 Arista Networks gained 8.74% to $138.41 and was the top performer for the index today. Northern Trust rose 6.02% to end the session at $153.12. This provider of wealth management services delivered better-than-expected results. About 57% of index components gained on the day. Apple end the day higher by $0.70 to close at $248.35.'
  • David Emery on Mark Gurman: Tim Cook quietly gave John Turnus oversight of Apple design - 'John Gruber said “Here’s to hoping Ternus is as pissed as the rest of us are about MacOS 26 Tahoe.” Me, I hope Ternus is as pissed as I am about Apple’s declining software quality. Mac Music.app is now at the point where I have to fiddle with it several times daily. And I’ve seen consistent app crashes at least weekly, most recently a Spotlight daemon crash whenever I try to search in Mail.app.'
  • Greg Lippert on Mark Gurman: Tim Cook quietly gave John Turnus oversight of Apple design - 'Hopefully he can bring a turnaround in some of the design missteps – especially in MacOS.'
  • David Emery on The Information: The risks of putting Hair Force One in charge of Apple Intelligence - '“Show me your cost sheets. It is more interesting to know how well and how cheaply you have done this thing than how much money you have made, because the one is a temporary result, due possibly to special conditions of trade, but the other means a permanency that will go on with the works as long as they last.” https://blog.supplysideliberal.com/post/64932174020/andrew-carnegie-on-cost-cutting'
  • Gregg Thurman on Mark Gurman: Tim Cook quietly gave John Turnus oversight of Apple design - 'OK Now we can focus on issues important to Apple.'
  • Don Donofrio on The Information: The risks of putting Hair Force One in charge of Apple Intelligence - 'Seems like the inside source here was someone with an ax to grind against Craig / Apple. Price of bananas – really? I do worry that Apple’s culture – small teams, secrecy, predicability, release cadence driven, etc – goes against what it takes to make a great LLM, where you don’t quite know what you have until you have it. If you have not read Ken Kocienda’s book Creative Selection about the efforts to make the first versions on Safari and the iPhone keyboard you should. It is shocking how small the teams were that made these keynote tentpole features.'
  • Ron Fredrick on Premarket: Apple is red - 'Robert Douglass said: “As I mentioned yesterday, folks who watch NewsMax get to ‘see’ the other side of the political debate.” **Ah, the other side of the political debate…got it! Do you mind if I ask what station it is that YOU watch to get “the other side of the political debate”? As for me, I don’t pay much attention to what’s said by either the pro-Trump OR the anti-Trump people. However, I do place *very* close attention to what Trump says and does. And, I admit, to not holding him in very high esteem as a president or as a person based entirely on those two factors. “And, if they watch regularly, they would have known that Trump is dead-serious about acquiring Greenland, and that he has the skill to get it done. “ **Oh, I’m very *certain* Trump is dead-serious about acquiring Greenland. But, since, according to the “biased media”, the people of Greenland don’t seem to WANT to be *acquired* how and why does Trump’s skill enter into it? And, please understand, when you use the phrase, “skill to get it done”…I can’t help but replace “skill” with “U.S. Military”. “Regardless of the TDS on display on this forum, if they actually WATCHED his speech this morning at DAVOS, they would realize that there was a good chance that Greenland would become ours. No need to be an insider in D.C.; no need for insider information. “ **In my mind, Trump deciding that “Greenland would become ours” is very much the same as Putin deciding that “Ukraine would become ours”.'
  • Ron Fredrick on Why Apple tops Fortune's 'most admired companies list' again and again and again - 'Timothy Smith said: “Ron, The Boston Tea Party was a direct response to a tariff. Its core principle—”No taxation without representation”—is non-debatable: under the Constitution, the power to tax and levy tariffs rests with Congress, not the executive.” **Timothy, I agree…but, it’s certainly not important that WE agree. What’s important is the attitude of the Republicans in Congress and the Supreme Court…and, judging them based on their previous actions and comments to date, they support Trump in *whatever* he does. If one’s defense of the Constitution is contingent on it not jeopardizing personal wealth, then we fundamentally disagree.” **If you’re been invested sufficiently in AAPL for a great number of years…then you’re probably reasonably wealthy. Like many others on Apple 3.0, my wife and I would be fine if AAPL dropped substantially because of Trump’s actions…but a considerable number of AAPL investors would not be fine. Fortunately, you and I are not responsible for the safety of AAPL investors…but Tim Cook is Apple’s C.E.O. and *does* bears that responsibility. “But the reality is that we cannot know what would have happened had Tim Cook refused to grovel before Donald Trump.” **I don’t disagree with you. Even Trump doesn’t know what would have happened. And, furthermore, I don’t believe he would care. “Better safe than sorry” is how the expression goes. And, that applies to investments, as well. “You haven’t considered what Cook could have achieved had he stood his ground against the threat of tariffs. ” **Yes…I have. And we both realize it could have gone either way. “If a late-night host like Jimmy Kimmel has cultural power, then the leader of the world’s most admired company for 17 years possesses immense leverage.” **Yes, it’s true…Jimmy Kimmel has cultural power. But, please remember, cultural power didn’t keep him on the air between 09/17/25 and 09/22/25. Please remember also that Steven Colbert has cultural power. But, cultural power didn’t prevent him from being completely canceled from late-night TV. I’m guessing we both understand that Steven Colbert would not have been canceled if he didn’t made negative(but mostly true) comments about Trump. “Cook could have addressed the nation with the gravitas of Chairman Powell. We don’t know how American stockholders would have reacted to the executive overreach that threatened their retirement funds, nor how European and Chinese markets would have shifted in response to a principled stand. TACO. TACO. TACO.” **As I’ve stated previously…my opinion is that you’re correct, we don’t know. “Ultimately, it is impossible to prove whether a principled reaction to the administration would have increased or decreased your personal wealth. My position is simple: if the financial outcome is an unknown, why not choose to do the right thing? I am a stockholder in a company led by a man who claimed it was his DUTY to speak out for justice, the fair treatment of immigrants, and the environment. He is now an ally of the man who sells pardons, who sends armed, masked, murdering thugs into Democratic controlled states, and who is doing everything he can to destroy the environment. When the moment of testing arrived in 2025, did Cook live up to HIS principles? No, he did not.” **Timothy, from all that you’ve said, I believe you and I are in complete agreement when it comes to Trump. When it comes to Tim Cook, we’ll just have to agree to disagree.'
  • Rodney Avilla on The Information: The risks of putting Hair Force One in charge of Apple Intelligence - 'He is known at Apple as a penny-pincher I cringe whenever I hear someone justifying an expenditure saying “they can afford that” or “that’s only 0.5% of their revenue”. The justification of an expenditure is based on the price of the item/service vs its value to the company. It has nothing to do with whether they can afford it or not. I have a business, and I don’t pay $5 for an ink pen just because I can afford it, or it’s only 0.001% of my revenues. And these are 2 common reasons I hear when people complain about Apple not buying something. Now whether Craig is overly frugal or just wise, I don’t know. But my guess is that those who are complaining don’t know either; they just wanted something that he didn’t think it’s value matched the price.'
  • Joseph Bland on Mark Gurman: Apple's Gemini-powered chatbot coming in June - 'So two Siris, one private but dumb, one smart but ubiquitous in its knowledge of you – and under the thumb of Alphabet. Thus does Apple kick the can down the road. Well, at least they give us a choice.'
  • Hap Allen on Apple aims to upstage Sam & Jony with 2 cameras, 3 mics and a Siri that works - report - '“…according to people with direct knowledge of the project.” Just what does that mean? How direct? Paid spys? Suppliers? Apple employees who want to lose their jobs?'
  • Gregg Thurman on Premarket: Apple is green - 'Apple is up $1.58 at $249.23 pre-market.’ AAPL is up ~$80 since bottoming a couple weeks ago. And yet January Options contracts are marginally down. So much for options wagging the dog.'
  • Joseph Bland on Apple cuts iPhone prices in China. Again. - 'It was always possible for AAPL to protect market share by decreasing the sales price. But Apple is circumspect in its use and exquisite in its timing. Manufacturing is both tamping down right on schedule as the 2nd fiscal quarter begins and Chinese New Year gives Apple an opportunity to clear inventory. What’s not to like?'
  • David Emery on Apple cuts iPhone prices in China. Again. - 'Isn’t there 2 different kinds of memory? One is the on-chip/integrated memory (“core”) and the other is the persistent storage (“disk”).'
  • Kemble Widmer on Apple cuts iPhone prices in China. Again. - 'No mention of the fact THE SAME research from Cointerpoint showed that yes, while the overall Chinese smartphone market shrank, Apple gained significant market share.'
  • Gregg Thurman on Apple cuts iPhone prices in China. Again. - 'Memory was never an issue. TSMC produces Apple designed unified memory on Apple designed SOCs. Unified memory is an exclusive Apple technology. Except for foundry cost increases Apple isn’t going to raise the price to itself.'
  • Gregg Thurman on Mark Gurman: Apple's Gemini-powered chatbot coming in June - 'This is exactly what TC said at the last conference call with a bit more detail, detail that’s made possible with Apple/Google’s Gemini announcements earlier this month. Eddie doesn’t want to reveal his sources because they are Company (Apple/Google) Press Releases that his employer previously published.'
  • David Wilson on Mark Gurman: Apple's Gemini-powered chatbot coming in June - 'This rumor doesn’t sound overly unlikely to me.'
  • Gary Morton on The Information: The risks of putting Hair Force One in charge of Apple Intelligence - 'Craig Federighi seems to understand both the power and limitations of LLMs. I think/hope/expect that he will be one of the rare software leaders in this era of LLM exuberance that will not get deluded by the hype. LLMs alone will not deliver what Apple and its users want in Siri 2.0 because LLMs are fundamentally not able to do so. Apple has been at the forefront of acknowledging the reasoning and world model issues with LLMs, and Craig seems to have a knack for leading teams that combine key software elements together to produce something that users want. I am looking forward to seeing what Apple delivers with the next gen of Siri.'
  • Bill Fouche on The Information: The risks of putting Hair Force One in charge of Apple Intelligence - 'I’ve read several accounts of this, and one thing seems clear: Key individuals on Apple’s AI team seem to be – or to have been – quite thin-skinned and defensive. When your company’s back is against the wall, few things are less helpful than the “it’s not my fault” song. All that matters – and all the grownups care about at that point – is: “where exactly are we now? And how do we get our collective ox out of this ditch as quickly as possible, while minimizing longterm damage.” Everything else is secondary, personal indulgence, and a distraction. Going further, I wonder if key inside sources for the myriad “Apple is hopelessly behind on AI” stories are these same people, embittered by the feeling that they were unfairly shackled and then scapegoated, mad that they weren’t allowed to keep driving the bus. Would explain a lot. And if these same people fled to Meta for bigger bucks, good riddance. Finally, to the idea that Federighi has irreversibly mortgaged Apple’s AI future by outsourcing certain things to outside companies, I doubt this very much. Apple can walk and chew gum at the same time. It can research a better way while temporarily relying on a partner. And the suggestion that Apple is unwilling to spend big bucks to get this done ignores so much recent history. Ask Intel. Ask Qualcomm. Ask Palm.'
  • Robert Paul Leitao on Premarket: Apple is green - 'The S&P 500 is up 0.50% and Apple is trading higher by $1.66 or 0.69% at $249.37. Again today the Russell 2000 index is outpacing the big cap indexes. The small cap index is higher by 1.26% at 2,732.24.'
  • Fred Stein on Apple cuts iPhone prices in China. Again. - 'Puts doubt on the rumors about memory cost – at least for now.'
  • David Emery on Mark Gurman: Apple's Gemini-powered chatbot coming in June - 'It’s not an official rumor until Gurman says it?'
  • Jonathan Rotenberg on Apple aims to upstage Sam & Jony with 2 cameras, 3 mics and a Siri that works - report - 'I *so SO* don’t get this “wearable AI pin” idea. It strikes me as the greatest human surveillance and privacy threat in the history of technology. If I imagine a world of people wearing these things in public spaces, I see myself always on edge—having to stop and stay silent any time I speak with a stranger or someone who may have questionable motives. I always have to ask myself: Am I being covertly recorded? Can anything I say be used against me? Am I being used to advance someone else’s agenda that I don’t endorse? Might this even be a setup for entrapment? This is not now—and never was—Apple’s vision of technology empowering people. This is an insane dystopian future. And to what end? Is my phone going to have amazingly better intelligence (or serve me better) if every moment of my life is being sucked into the cloud? Does someone in the 3.0 community have a more optimistic view of why these pins aren’t the worst idea ever? I’ve never seen any prototypes or read any use cases, so I am totally ignorant. I would love to feel more positively about Sam, Jony, and now Apple. Can anyone help? Thanks '
  • Robert Paul Leitao on Premarket: Apple is green - 'News of progress on the Greenland issue has the market seeing green this morning. Jobless claims remain low and there’s a slight upward revision to the September quarter economic growth numbers. Apple is up $1.58 at $249.23 pre-market.'
  • Philip Elmer-DeWitt on Apple aims to upstage Sam & Jony with 2 cameras, 3 mics and a Siri that works - report - 'From Ben Bajarin X account… PSA: Apple experiments making all sorts of stuff. Most never to come to market. This will not.'
  • Jonny T on Apple aims to upstage Sam & Jony with 2 cameras, 3 mics and a Siri that works - report - 'What? Feeling the need to compete with the Sam and Jony “Alexa Pen”?! Pull the other one… Cameras and microphones everywhere.. just what AI needs to fill its coffers with data.'