Bart Yee on Justin Ryan watched Friday's Lakers-Bucks game live on the Apple Vision Pro (video) - 'Another reply: Lloydian64 • 8h Vision Pro Owner • “It’s an interesting take, but I disagree with some of the points. And perhaps that can be alleviated in the future with options for personal controls. I like having announcers. Not just the PA guy, but in-game commentary. It’s also why there are plenty of people who go to football or baseball games and listen to the radio broadcast while experiencing the game in person. I also like having multiple angles. Yes, I’m okay with turning my head from side to side to follow the action on the court, but l’ll note that there were blind spots to either extreme of the view where action was actually taking place. I would have preferred a default of regular transitions. Center camera during the run from back court to the offensive side with the under goal camera taking over when the offensive end is established. People can differ on preferences there, but the obvious solution is to offer the game in multiple formats. I’m unsure of the infrastructure requirements to do so. I would note a gripe with not being able to hear the in-arena announcing during what are commercial breaks for the standard TV audience. I would have preferred that they tap into the arena audio when choosing to show the Lakers Girls dancing instead of relying on whatever ambient audio their microphones picked up. Also, I wouldn’t fault Apple for any of this. While Apple undoubtedly assisted, this was a Spectrum Sports broadcast, and good for them. But I’II note that all of this is what a test period is for. I have faith that they’ll work out the kinks and improve the product for the next broadcast.” As we can see, plenty of differing opinions as to what individual users want to see or hear or control vs what the Spectrum SportsNet immersive broadcast wants to send or offer to the AVP. Since most are used to watching a 2D broadcast, you accept what you get and are passive watchers. With the AVP and a 3D broadcast, it’s all relatively new, Thompson and others are advocating a small set of cameras, raw feed and local user viewpoint switching, and leave them alone to enjoy and remain in an immersive environment as opposed to an immersive 3D broadcast with all the usual production, commentary and broadcast directorial camera switching (which some say REMOVES the immersive aspect due to loss of control). It’s a work in progress, although why it’s taken so long to get to this point is unclear. Some have said it’s the development, production of, and fine tuning in the field of the Spatial Cameras that may have been the delaying factors, plus getting filmmakers and broadcast crews / companies sufficiently interested and experienced in buying or renting, and deploying the cameras to venues and creating something interesting content possibilities. And of course, who is paying for these pioneering efforts?'
on Premarket: Apple was green, turned red - '“…Max pain starts the week at $225 (down $35)…” IMO, options players are obsessed with last year’s big selloff and expecting something similar to happen again this year. It’s true that the person largely responsible for that overblown selloff is still President. However, his tariff gambit has proven to be relatively toothless. One other weight on Apple’s valuation last year, its AI position, was also found to be an overblown negative. Finally, the lack of apparent growth in EPS in fy 2025 was revealed to be masking actual underlying growth in net profit, when the one-time hit by the EU to year-over-year profit evaporated at the end of fy 2025. So this “bet” by the options market against Apple appears to be ill-advised. Of course, nobody that I know can predict the future….'
on Apple goes with Google - ' Will Google pay Apple for customer access like they do with search? This seems like a natural move. Apple’s current Search partner is Google. AI is search on steroids. Separating out AI search vs traditional could be a pain. Calculating a search compensation plan could be complex and unwieldy. Sticking with Google for both sides simplifies everything. On top of that Gemini seems to be the best for how Apple will use it. I can’t say because I’m a neophyte in that arena. Seems logical to me that the decision was made a long time ago and Apple and Google have been working together with a Summer 2026 release target for some time (hence the employment of Giannandrea). He didn’t fail in his assignment, he got Apple Intelligence/SIRI to a point he could hand it off and retire. Once again the blogosphere got the whole issue wrong.'
on Apple goes with Google - 'Yeah so we can see all apple execs naked. X and Grok should be pulled from the app stores until they get their s*** together.'
on Apple goes with Google - 'I’m speculating but I think Google will pay something, as Apple could’ve done a deal with OpenAI or Anthropic, or even xAI (perish the thought!).'
on Apple: Bull vs. bear - 'I don’t think Horace is an unflagging bull. I think he is w righted and measured bull. And I don’t think we seed PED making Bull or Bear commentary, but just bringing other people’s commentary with occasional observations. That’s my two cents, anyway.'
on Apple: Bull vs. bear - 'I’m confused: who is making the bear case? Neither of you seem suited to the role. Horace has been an unflagging bull, and PED’s column hinges on Apple’s continued relevance and power that its devices and services inject into the culture. How can either of you make a sincere and compelling bear case?'
on Apple goes with Google - 'I read the original post but didn’t see any mention of money. Will Google pay Apple for customer access like they do with search?'
on Counterpoint: Apple's iPhone won 2025 - '@PED: I agree 100% with your analysis regarding not the time to be short Apple. Although, with the current Short interest (122.035) Million as of December 15, 2025. 2.949 days to cover, the makings for some additional rocket fuel when 1Q earnings are announced is all in place for a “short squeeze.”'
on Justin Ryan watched Friday's Lakers-Bucks game live on the Apple Vision Pro (video) - 'Roger Schutte said: “Ben Thompson’s not too happy today: Apple: You (Still) Don’t Understand the Vision Pro” **Roger, I disagree with Ben Thompson and so do many at: https(colon)//www.reddit(dot)com/r/VisionPro/comments/1qasm73/apple_you_still_dont_understand_the_vision_pro/ This is what MarkB-Uk had to say: “The article is just the person’s opinion, but they write as if it is the last word on how things should be. Personally, I disagree with much of what was written. Again, just my opinion and I have no expectations of it being the same for anyone else. In my case, I was glad to have the view move to the hoop. The court-side view left me with an aching neck stretching my head from side to side. Also, there were people there who kept standing in front of the camera. At the hoop, you got a clearer view of what was going on and I personally found that engaging. In terms of things like the graphics and commentary, I also found that useful. I can understand that if you know everything about the NBA, all the teams, and all the players, then you might be able to watch a game without any of that. I have never watched NBA before and those extras were super useful to me. If I was a casual watcher, I think I would still find it useful – like having a personal expert helping you through the experience. Mainly, though, this is the first time this has been done at this quality, in 3D, and free. The first time with anything new always has limitations. It tends to be an opportunity for those behind the scenes to gather stats and feedback that can be used to improve things. I expect that’s what this “limited edition” series of six games is all about – trial the technology and process and see what works. The article referenced a number of historical things which started minimal and improved over time. I’m hopeful that will happen here, too. It’s disengenuous to blast something so utterly when we are only at the first step of a long journey.” IMO, MarkB-Uk makes a lot of great points.'
on Apple: Bull vs. bear - 'Laura Martin is the Tripp Mickle of analysts. As long as you ignore the substance and supporting data, sounds plausible.'
on Daniel Ives: Four reasons Apple will hit $350 this year - '1. Google partnership. Done. 2. New and improved Siri- onetime. I assume so. If not, get ready for another roller coaster ride. A new subscription? Not sure about that. 3. Success of iPhone 17. Yes, with still more to come. 4. Cook staying? I think the rumors are intentional and preparation for WS to be ready. I am hoping that chairman responsibilities include political liaison. No one is better than TC for that job. Worse case scenario is that Cook is sensing China taking Taiwan, and would rather let someone else deal with the mess that will cause. And what a mess that will be with Taiwan making 90% of all the fast processors in the world. And then, overnight, China will be in control of all those processors, and the ROM that goes on each chip that determines how it functions.'
on Apple: Bull vs. bear - 'I’d like to hear a discussion of Tim Cook assisting Trump in the destruction of American Democracy.'
on Apple: Bull vs. bear - 'It seems that not much if anything in that list of issues is causing much grief… 12% growth last quarter should shake things up for the gloomsters.'
