blastdoor

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blastdoor
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  • Siri may get Chat GPT-like search powers driven by a new Apple team

    ApplePoor said:
    Hopefully this is not just a distraction from or an addition to the disinformation at the iPhone 16 presentation in 2024. Also could be the only "big" new thing next month as we see the usual claims of all new device using last years enclosure, etc. But there will be "new" colors.....
    Distraction? Nope, they've been developing this for years. Disinformation? Nope, Apple launched everything it announced, but delayed one product that was operational, but hallucinating more than they like. Last year's enclosure? Nope, we're getting all-new enclosures with camera bars and a new ultra thin model.

    i recommend reading AppleInsider to keep up with all the news ;)
    Has Swift Assist been released?
    elijahgAlex1N
  • US fears iPhone supplier BOE is a Chinese military company

    anthogag said:
    It's easy to suspect Chinese companies because China isn't a democracy. China's government is always there planning for the long-term because they aren't going anywhere. A democracy is much more dynamic. The best route for China to get a long with the West is to become a democracy. 
    I agree with this, but unfortunately if you replace "Chinese" with "American" and "China" with "US" the statement is equally true. 

    The US is now the kind of country in which the dictator fires the head of a statistical agency because he doesn't like the numbers (even though, with supreme irony, the numbers actually support his preferred interest rate policy, but that's a whole other subject). 
    muthuk_vanalingam
  • All hands on deck: Tim Cook, Craig Federighi address Apple employees on AI, Siri

    I figured Apple senior executives were likely taking AI very seriously and working hard to catch up. I'm glad to see some confirmation that is correct. 

    If Apple executives were as clueless regarding the importance of AI as some fanboys posting on this site, Apple would be in huge trouble. As it is, they are behind, and they are at risk, but with appropriate senior management attention (and their vast financial resources and all the good tech on their shelf), they can catch up. 
    muthuk_vanalingamwilliamlondon
  • Outlying analyst concedes error, boards 2027 folding iPad ship date train

    No.  Just no.

    Unless there are major advances in materials science, folding screens are a no-go.  They're more fragile, they're always going to have an ugly crease sooner or later, and they're ridiculously expensive.

    At this point, my fear is that the way Apple is known to jump headfirst into things that they'll go all-folding.  And I think that would be my red line, I don't want one at any price.
    I seriously doubt that Apple will go all folding. For many years now, they have kept around older iPhone form factors at lower price points. This started perhaps most noticeably when they released the iPhone 8 and iPhone X in the same year. Also, others have been selling folding phones for a few years now -- Apple has been very cautious about entering this market, for good reason. I just can't see Apple doing something super dumb here. 
    williamlondon
  • Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom

    danox said:
    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.
    Can you provide a link substantiating that claim? I can’t find anything saying that Webusch predicted a bad quarter due to AI issues.

    Very easy all of the same doom and gloom noise about Apple.

    1. Sales down doomed in China again for the last dozen years.
    2. Apple behind in AI their competitors are ahead whatever that means (behind even those companies who have no OS and no hardware).
    3. Designing that Apple modem is a waste of time.
    4. Why can’t Apple be like HP and Dell and just design hardware?
    5. Tim Cook sucks….
    6. Apple should buy a movie studio Paramount?, or a AI company Perplexity?, or some other AI company for billions of dollars doesn’t matter who.
    7. The Verge writes its normal Geek Chic Apple is perpetually doomed unless they do what the Verge thinks is right since 2008.
    8.  :) 

    Note: If you are a shareholder long Apple, you are used to discounting the noise, however if you were a casual retail investor, you are bombarded and confused and the same applies to many other people on some of the non Apple Tech sites.

    No wonder Apple stock goes through the same repeating pattern of stalling before earnings reports and after and then slowly crawls up over-time a wash rinse and repeat pattern.

    https://www.siliconvalley.com/2025/05/19/how-apple-fell-behind-in-the-ai-race/

    https://www.forbes.com/sites/timbajarin/2025/06/19/apples-ai-approach-innovation-criticism-and-the-road-ahead/

    https://www.iclarified.com/97352/why-apple-still-cant-catch-up-in-ai-and-what-its-doing-about-it-report

    https://www.creativebloq.com/design/apples-ugly-and-embarrassing-ai-debacle-is-causing-tension-in-the-company

    https://www.reuters.com/business/apple-earnings-under-pressure-tariffs-slow-ai-roll-out-2025-07-30/

    https://www.ainvest.com/news/apple-ai-struggles-tech-giant-struggling-pace-ai-race-2504/

    https://seekingalpha.com/article/4788607-apple-risks-from-every-direction-plague-this-legacy-giant

    https://www.businessinsider.com/apple-tariff-uncertainty-china-iphone-exemption-trump-2025-4?op=1

    https://finance.yahoo.com/news/apples-150-billion-meltdown-tariffs-184825581.html

    https://fortune.com/2025/07/16/apple-tim-cook-leadership-shakeup-ai-analyst-note/

    https://www.fool.com/investing/2025/05/07/sorry-but-tariffs-least-of-apple-stock-problems/

    The number of sites are legion…..

    I did not ask for evidence that people say negative thighs about Apple. I asked for evidence that   Webusch predicted a bad quarter (this most recent quarter, not a quarter two years from now) due to AI issues, because that’s what the person I was replying to asserted. Do any of your links support that specific claim? If the claim cannot be supported then I hope the author corrects the article.
    williamlondonneoncatMike Wuertheledanoxmuthuk_vanalingammacgui
  • Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom

    Right now, AI is a gimmick. Until it’s actually useful, it won’t make much impact.
    AI is tremendously useful right now. If it never improved beyond this point it would still be revolutionary. Unless by AI you mean Apple intelligence…
    williamlondon13485paulmacintoshmuthuk_vanalingammacgui
  • Apple scaling back iPhone 7 production as early demand fades - report

    blastdoor said:
    sog35 said:

    it seems to me that the difference in physical appearance between the iPhone 7 and the iPhone 6 is in the same ballpark as the difference between the iPhone 5 and 4. True, there was a change in materials between the 4 and 5 and there really hasn't been a big change in materials since the 5, but I don't think the materials matter that much. Also, I actually think the iPhone 7 looks really good. I just don't think this is an issue. 

    If we define "design" more broadly than physical appearance (which I think we should), then the iPhone 7 has a lot going for it. The SOC is far and away the best on the market. The storage speed is phenomenal. The camera is very good -- whether it's the best depends on what you care about. Waterproofing is a good feature. 

    The biggest problem with the design is the omission of the 3.5 mm jack. I think that's really the crux of the bad sales. If AirPods had been released a year before the iPhone 7, and if they worked well and people loved them, then removing the 3.5 mm jack would have seemed like obviously the right thing to do. Instead, they remove the jack, promise these great new wireless earphones, but then delay them indefinitely. There were surveys showing interest in the AirPods running much higher than interest in the Apple Watch. 

    So my theory is that sales are weak because of the audio situation. 
    Isn't the audio situation mitigated by:

    iPhone 7 In the Box
    • iPhone with iOS 10
    • EarPods with Lightning Connector
    • Lightning to 3.5 mm Headphone Jack Adapter
    • Lightning to USB Cable
    • USB Power Adapter
    • Documentation


     The adapter is a Band-Aid solution to a self-inflicted wound.  It is better to have a Band-Aid than not have a Band-Aid; but even better not to inflict the wound in the first place. 
    anantksundaramavon b7baconstang
  • Apple revenue could actually benefit from China tariff war

    Another “pull forward” that could hurt Apple is China deciding now (or soon) is the time to launch a gambit to take Taiwan. Trump has no credibility with anyone. No country is going to put their soldiers in harms way to support the US under his leadership. That means no country will support the US in defending Taiwan. In fact, Trump might not even try to defend Taiwan.

    But I could see Trump blowing up TSMC fabs so the Chinese don’t get them. 
    ssfe11williamlondonronnJanNLalgnormAnObserverwatto_cobra
  • Calls for Tim Cook's resignation over Apple Intelligence miss that he has made Apple what ...

    My thinking on Tim Cook in 2021:

    https://forums.appleinsider.com/discussion/comment/3330877/#Comment_3330877

    Back then I said the most important next step for him -- after many accomplishments-- was to pick a successor. 

    I don't think he should be fired over this AI thing. But after the Car debacle and now this AI thing, I think it's become increasingly clear that he really does need to work on identifying a successor and then retiring. He's done a good job, but it's close to time for him to go. 
    Ofermike1xbitdanoxdecoderringwilliamlondonForumPoststompyjas99entropys
  • Tim Cook tells iPhone 7 customer to expect AirPods in the 'next few weeks'

    Sources within Apple corporate have told AppleInsider that there was "no way" that the company was going to miss a holiday season release. 

    Hmm... 

    So, it's all about quality control unless that means they miss the holidays, in which case, just get it out the door? 

    I was interested in these, but I will definitely be holding off until I see reviews and how they are working for real customers.