Mike Wuerthele

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Mike Wuerthele
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  • Apple hits back at DOJ antitrust suit paragraph by paragraph in scathing response

    Mike WuertheleMike Wuerthele
    Everybody take a deep breath and re-read the commenting guidelines.

    As a reminder, this suit started under the previous administration.
    muthuk_vanalingamjibronnfreeassociate2

  • Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom

    Mike WuertheleMike Wuerthele
    blastdoor said:
    Mike Wuerthele said:
    blastdoor said:
    This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. 

    The concerns about AI are not about earnings next quarter or even next year. It's about 18 months and further out. 

    One thing I'm very confident of -- Apple leadership is not as myopic as the fanboy base. They've known for a while now that they've got a problem, they just haven't solved it yet. One way or another, I'm pretty confident the problem will be solved. But it won't be solved by pretending it doesn't exist. 
    This report absolutely proves that the analysts who cried about this quarter because of Apple Intelligence were wrong.

    Apple will do what it very nearly always does, which is what the analysts in question always, always fail to see -- Iterate until they have something that they like. No visibility as to what Apple is doing does not mean that Apple is not working on it. 

    At this point in the AI lack of maturity, not having a product that really utilizes generative AI is not really an issue. If Apple doesn't do anything in a year or two, then maybe it's an issue.
    Who were the analysts who expressed concerns about apples performance in the most recent quarter due to AI?
    As briefly addressed in the piece, Wedbush's Dan Ives said Apple had to announce what the specific plan was at WWDC, or the quarter would be terribly bad. Just about everybody complained across the quarter minus Morgan Stanley that without improved Siri, there was no reason to buy an iPhone 16 at all.

    Turns out, that's not what happened.
    dewmeblastdoormacxpressdanoxmacgui

  • Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom

    Mike WuertheleMike Wuerthele
    blastdoor said:
    blastdoor said:
    blastdoor said:
    This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. 

    The concerns about AI are not about earnings next quarter or even next year. It's about 18 months and further out. 

    One thing I'm very confident of -- Apple leadership is not as myopic as the fanboy base. They've known for a while now that they've got a problem, they just haven't solved it yet. One way or another, I'm pretty confident the problem will be solved. But it won't be solved by pretending it doesn't exist. 
    This report absolutely proves that the analysts who cried about this quarter because of Apple Intelligence were wrong.

    Apple will do what it very nearly always does, which is what the analysts in question always, always fail to see -- Iterate until they have something that they like. No visibility as to what Apple is doing does not mean that Apple is not working on it. 

    At this point in the AI lack of maturity, not having a product that really utilizes generative AI is not really an issue. If Apple doesn't do anything in a year or two, then maybe it's an issue.
    Who were the analysts who expressed concerns about apples performance in the most recent quarter due to AI?
    As briefly addressed in the piece, Wedbush's Dan Ives said Apple had to announce what the specific plan was at WWDC, or the quarter would be terribly bad. Just about everybody complained across the quarter minus Morgan Stanley that without improved Siri, there was no reason to buy an iPhone 16 at all.

    Turns out, that's not what happened.
    Still no link to substantiate that claim, which makes me think you don't have one. 

    There were plenty of concerns about the quarter due to tariffs and China, but not AI. The concern about AI is in the future. I don't see what advantage there is in making stuff up like this. It just seems silly. 
    FWIW, I try to not work on the weekend.

    Anyway, there's a reason we used Ives from Wedbush in the piece.

    So, a backstage tip for AppleInsider is one of us has CNBC on all the time. It helps with market-breaking stuff, like tariff applications and the like. Ives is a frequent guest on the morning show, and the lunchtime panel, and has been beating the drum all year that second quarter would be bad, and when that wasn't he shifted his target to the third quarter, because Siri was postponed. He's kept going on with the iPhone sales would suffer this year, because, you know, Apple Intelligence. And tariffs.

    I'll see if he said it in a note, but he constantly went over it, again, and again. I will admit, it is a very low priority on my work list. Another forum-goer posted you many, many links, with several of them talking about this last quarter.

    I understand my comment irritated you, but it really wasn't the point of the piece as a whole. You're welcome to disagree and not like it, and I enjoy your points you've made, but the piece will not be altered. William was right. 
    muthuk_vanalingamwilliamlondon

  • AppleInsider's updated commenting guidelines

    Mike WuertheleMike Wuerthele
    Updated with a rule about using your own words, not ChatGPT.

    We may rescind this someday, but it isn't today. Make your own points.
    muthuk_vanalingam

  • Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom

    Mike WuertheleMike Wuerthele
    Blackwhitepanda said:
    Mike Wuerthele said:
    blastdoor said:
    This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. 

    The concerns about AI are not about earnings next quarter or even next year. It's about 18 months and further out. 

    One thing I'm very confident of -- Apple leadership is not as myopic as the fanboy base. They've known for a while now that they've got a problem, they just haven't solved it yet. One way or another, I'm pretty confident the problem will be solved. But it won't be solved by pretending it doesn't exist. 
    At this point in the AI lack of maturity, not having a product that really utilizes generative AI is not really an issue. If Apple doesn't do anything in a year or two, then maybe it's an issue.

    Wrong. 
    If Apple does not solve the AI lack of maturity for Siri, it will be an issue.

    I know that AI is more than Siri. Devices from Apple have always been based on AI as I consider Machine Learning as AI. 
    But analysts want to see Siri working as our voice assistant. 

    It is what it is. Apple showed it at WWDC 2024. I will believe their good progress when the well progressed Siri is on my iPhone. Stay tuned. I hope they can fix it.
    "At this point" does not mean "forever."
    williamlondonBlackwhitepandadewmeblastdoor

  • Solihull UK store relocating across the hall to a hugely larger location

    Mike WuertheleMike Wuerthele
    napoleon_phoneapart said:
    Hugely larger?

    Okay. 
    Five times the square footage seems like it qualifies, yes.
    VictorMortimer

  • Fears over tariff price rises prompted panic buying of iPhones

    Mike WuertheleMike Wuerthele
    studiomusic said:
    1 point out of 10 points of growth doesn't seem to be "panic buying" of iPhones. That seems "tiny".
    Tim Cook disagrees with you.
    pulseimagesjrfunk