DanielEran

canukstorm said:

"Siri’s development is one area where we need to watch closely from Apple in the post-Jobs era of Apple. There was a major concern that Apple would not be same, and their run on innovation would end. That certainly has not been the case, however, what I’m not sure we have seen is how Apple in the post Jobs era deals with failure or potentially impactful struggles to the companies future."

https://techpinions.com/apple-siri-and-dealing-with-failure/52484

"What do you anticipate WWDC 18 will introduce for Siri, Workflow, HomePod and Continuity?" => Given that the rumors point to iOS 12 / macOS 14 being a "Snow Leopard" type of release, I'm not expecting much this year.  

Given that Siri languished for many years under Eddy Cue's leadership (Federighi now being in charge of Siri) & how important Siri is to Apple's future, I am surprised he still around at Apple.

GeorgeBMac said:

In the years following the Great Recession Apple and many other companies were borrowing money (at super cheap rates) in order to funnel it out to shareholders as stock buybacks and dividends --which is obviously not a sustainable business model.  But it kept the stock market in a 10 year bull market -- the largest period of sustained growth in its history (Well, actually, the 2nd longest).

But, now that the Fed is raising rates, that mechanism is no longer viable.   So, rather than letting the stock market crash to its fundamental value, they thought up a new ponzi scheme:  The federal government borrows the money, funnels the proceeds to corporations and the corporations funnel it out to their stock holders via share buybacks and dividends.  Essentially, the U.S. government borrows the money from China and gives it to stock holders...

Like all scams, it's a brilliant scheme that works really, really well.   Until it doesn't.

klock379 said:

"Display estimates for iPhone 7 and 8 models have suggested an LCD component cost closer to $50. Yet the screens' cost ratio to the entire iPhone BOM was only a few percentage points different. And even a nearly $50 difference component cost for the display would only result in a retail price difference of about twice that much, or around $100 of the final price. " I am sure DED has done the math and I am confident that his statement is correct. But for my own education, can someone help me understand how that conclusion is derived?

k2kw said:

For once i would like to see DED come out with his prediction of how the iPhoneX is doing ?   How much revenue will Apple pull in this quarter?   How many phones will be sold.    What will be the ASP?   And what percentage of phones where the iPhoneX?   Will the iPhoneX be the still be the big seller?

Same for iPads, Computers, and HomePods.

And how will Apple do in the next year?   Will sales in Fiscal year 2019 be better or worse than 2020 when the second generation of Apple OLED phones come out.

Its easy being a critic and attacking others in hindsight.

I'd like to see Apple's staff make their predictions and publicly track how they do (along with all these 3rd party analysts).   Track two predictions be for Earnings release ; one made one month be fore the earnings call and one 3-5 days before the earnings call.

dewme said:

I really (really!) hope that Apple doesn't fall into creating a SDK/API/Platform/Toolkit galaxy of time sucking black holes like the ones that Microsoft created for itself throughout the 90s and 00s. An endless parade of unfinished, ever changing, and unfulfilled promises perched precariously atop fragile SDKs, APIs, Platforms, Toolkits, and fantastical reimagined architectures that kept tens of thousands of engineers very busy for years building technical tidbits that would too often never even see the light of day and constantly keeping customers sitting on their hands year after year waiting for the next big thing that would transform their business and pump up their bottom line. It ends up being an endless chain of pass-along promises and everyone ends up losing - except the company selling the toolkits and technical book publishers.

Apple's success is based on its ability to deliver highly compelling, easy to use, valuable, and reliable products (and to a lesser degree - services). These big geek laden mashups like WWDC are fabulous opportunities (and boondoggles) for those who will be building the pieces and parts too get with the program so they can help bring the next round of products and services to market. But Apple has to be very careful to always be selling this technology to the technologists who "touch the code" and don't try to sell technology to the managers, directors, VPs, SVPs, C-suite residents, and especially end-customers. There's nothing quite as horrifying as seeing your CEO get up at a big customers facing conference and start spewing the virtues of service oriented architecture (SOA) like they're selling Swiss Steak as the daily special at Bob Evans. "You, our most valued customers, you need some SOA (pronounced 'so ahh') and by golly we're the ones who are gonna bring you the best SOA on the planet, with some help from our friends in Redmond no less, and it's going to be totally awesome. You're gonna love it. Maybe with some green beans on the side." 

It's all about the products. Don't forget that.

rogifan_new said:

Of course DED would use an Amazon shareholder letter to spin up a positive article on Apple and how Apple > Amazon.  Let’s see if he writes a feature/editorial around AAPL shares being down 2% pre-market with TSMC offering weak guidance attributing it to softening demand in the premium smartphone market.

franklinjackcon said:

I'm not sure I agree with the assumptions that this article is based on. Could Apple have developed something like Voice Match to differentiate between less personal accounts, e.g. News or Apple Music without opening up access to contacts or calling? If the issue was privacy not technology then why wouldn't they at least start with those? This looks very much like retrofitting a privacy excuse that was never the main reason for HomePod's limitations.

Soli said:

Good on Apple. I hope they have workout sessions every day for this WWDC and future developer conferences. I wonder if Steve Jobs would've ever greenlit this had the Apple Watch existed under his watch.


For DED:

1) Was there a requirement to have an Apple Watch to be part of this session?

2) How long was the workout session?

3) Did you have to sign up far in advance to get in and was it full?