Bart Yee on He was about to return his Apple Vision Pro, then... - 'Here’s the fun part. The Apple Vision Pro, gen 1 with M2 and now Gen 2 with M5 clock in at $3500 for the 256GB version and $3700/512GB, and $3900/1TB. The new Samsung Trifold, the double folding smartphone that folds out to a 10” diagonal tablet size, lists at $2900 for the only 512GB version, just $600 less than the base Vision Pro. Remember how many Vision Pro’s were bought, demo’ed for a couple of weeks and then returned because the users felt they couldn’t justify the expense, weight, lack of compelling immersive content, or other issues? And remember we learned that Sony had a hard limit on MicroOLED display production of about 900,000 displays annually which translates to a maximum of 450,000 Vision Pro’s per year. Given process and yield issues, it’s likely only 400,000 maximum Vision Pro’s could reliably be produced per sales year. Sony has repeatedly declined to expand production despite Apple’s requests. So it’s not clear how many Vision Pro’s have actually sold and were kept. But, at least according to Reddit, the same thing is happening with the Samsung Z Trifold – people are buying them, but seems quite a few people are returning them, again having difficulty justifying the expense, concerns over durability, being unable to get Samsung Cate full warranty on them (for now, not sure why?), weight and visible creases. Plus no trade ins to help with costs. Samsung has apparently limited capacity for the Trifold display so they are limiting production and distribution in waves, probably to gauge interest and demand. May be production to demand. “The rollout focuses on a premium,, limited-release strategy, with the device positioned as a high-end “proof of concept” rather than a mass-market phone, featuring a $2,899 price tag.” “ Release Schedule & Availability Initial Markets: The device first launched in Korea, China, Taiwan, Singapore, and the United Arab Emirates in December 2025. U.S. Release: The official U.S. launch occurred on January 30, 2026, on Samsung.com and in Samsung Experience Stores. Availability: Due to high demand and limited stock, the device has been hard to find, selling out in minutes in some Asian markets.” We’ll see how well the Trifold sells, and whether Apple can produce compelling enough content for the Vision Pro to start selling at least to the limits of its production, at least until the next version comes along.'
on He was about to return his Apple Vision Pro, then... - '”The Laker game could have been a test to see how this type of content would be received” Neal, how much do think Apple has invested in in AVP in the last 10 years? I’m not saying Apple has been working on it that long, I just wanted to make sure my question reasonably covered the entirety of Apple AVP investment. You make a good point, but don’t you think testing at this stage is kinda late in the game, especially after announcing, then shipping an upgrade and investing in content? Why would anybody develop ($$$$) a totally new technology, expose it to the world (including its competitors) without knowing how the market would react to it. In my opinion that kind of research was completed years ago. I don’t think Apple is testing the market so much as it’s testing new distribution technology (working out real world kinks) before a wide spread, expanded volume release. Please forgive me if my post seems snarky. After reading it (before posting) I felt it may be interpreted that way. I tried rewriting it, but my points presented themselves essentially the same way after each rewrite.'
on Scott Galloway: Unsubscribe from everything Apple and avoid buying its hardware - 'I see Scott Galloway on that screenshot posted above that he advocates boycotting and avoid buying Apple hardware, in addition to their paid services, but does not advocate the same for avoiding Google for search, or stop shopping at Amazon.com. Sure, unsubscribing from a paid services is just a click away. But why only advocate for avoiding Apple hardware but not avoiding the other companies core offerings?'
on Premarket: Apple was red, turned green - 'Into the final hour of today’s session and Apple is off $4.32 at $273.54. The shares went ex-div today with Thursday as the pay date for the $0.26 quarterly dividend. The major indexes are currently green on the day. Broadcom is up $13.08 at $346 and Microsoft is higher by $13.02 at $414.16. Cisco Systems, which reports this week, is in the green $2.21 at $87.03. Beyond the tech sector, Goldman Sachs is ahead $16.87 at $945.62.'
on He was about to return his Apple Vision Pro, then... - 'Confession time. Bless me Father, for i have sinned. I’ve changed my mind on Vision Pro. This is by far the best way to watch an nba game other than in person,.and better than most seats in person. Needs camera selection, replay control, and live streaming. But as soon as they get live streaming, I’m buying a faster AVP.'
on Mark Gurman: Here's Apple's busy release schedule - 'We have a few friends over each year for a superbowl party. And I confess the only time it gets quiet (to focus on the TV) is during the commercials.'
on Scott Galloway: Unsubscribe from everything Apple and avoid buying its hardware - 'They do? News to me.'
on Scott Galloway: Unsubscribe from everything Apple and avoid buying its hardware - 'Everybody seems to think Scott Galloway is wonderful. Why?'
on Premarket: Apple was red, turned green - 'Last week, AAPL was a safe haven. Today, AAPL is a piggy bank being raided. Brownian movement?'
on He was about to return his Apple Vision Pro, then... - 'Bill, Upvoted. I posted this on the Gurman prediction page earlier today essentially asking the question if anyone thinks we will be seeing a new AVP this year since Gurman is not predicting it at this time. The Laker game could have been a test to see how this type of content would be received. Since it seems to have been received well, it may push Apple to upgrade the AVP sooner rather than later. Especially since it can enhance services revenues.'
on Premarket: Apple was red, turned green - 'in other news lovefrom has revealed their work on the interior of the first all electric Ferrari… it’s sexy stuff.'
on Premarket: Apple was red, turned green - 'AAPL is trading ex-dividend of $0.26 today, so red by that amount or less is actually green to holders from Friday’s close.'
on He was about to return his Apple Vision Pro, then... - 'Make it cheaper, make it smaller, extend the battery life, and this tech will change the world. And cheaper, smaller, with longer battery life, has been the story of hardware since the famous Intel guy shared his observation that component density in microchips increases at a predictable exponential rate over time. Go Apple!'
on Premarket: Apple was red, turned green - 'You may be on to something. “Was red, turned green” is a pattern I’ve seen a lot of late.'
on Tim Cook, Bad Bunny and the Apple Music Super Bowl - 'This is the first halftime show in a long, long time. I want to rewatch it because there was so much going on, so many cameos, so many Easter eggs. Apple deserves some credit for stepping back and not trying to influence the production (IMHO, the best in decades). Imagine what it would have been like if MS or Amazon were the sponsors? I may not have understood the words, but I understood the point. And I also enjoyed seeing one of my favorite punk bands, Green Day, perform 2 of their great songs to start the festivities. As an old fart, I did love seeing the 3 lads, now in their 50s, rip the stage open.'
