discountopinion
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Yeah agreed and this is the clincher.. providing above as-is experience will cost a tonne in inference and thus Amazon may bow out as cannot see the business case. Apple on the other hand as a you and I mentioned can do PCC based queries for old…
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Hi Dewme, I see your points and my points were not articulated well. Amazon seems to be abandoning Alexa and giving up on the ecosystem since it was an initial loss leader for a way to shop with Amazon that never appeared. Amazon will not cont…
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HomePod upgrade path for AI is sorely needed as Siri for HomePod is just awful at this stage. I have observed a deterioration over the past updates of OS or maybe the HomePod 2's have worse microphones. Frustrating part is that there are no diagnost…
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Completely blown away with the measured and savvy AI strategy from Apple. Rather than getting into the Buy all the Nvidia cards war of attrition they are doing things a lot smarter. Much of the inference "Capex" will be borne by the customer since i…
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Hmmm not convinced they will do it as portrayed as there as some similar adoption use cases in the past that bit Apple while at the same time bought them time. It makes sense for Apple to bundle a LLM service into their iCloud+ subscription, be it …
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I would bet on tandem OLED for the flagship iPhones since Apple has proven the tech for the iPad Pro and it would put the Pro line in sync with premium visuals. I highly doubt they will go for under screen anything as what is the pull factor? Yes T…
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I am not convinced this is true. Apple seems to be accelerating devices towards the M4 platform or they would not have dropped the M4 bomb with the iPad Pro. Further they have demonstrated acceleration in model ramp of CPUs last year by releasing m…
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The app is pretty useful and what I wish Siri was. Hopefully Siri LLM edition will also embed into macOS like Gemini does into Google Workplace and Android Astra assistant that is coming. Apple has a great opportunity to really bring fantastic outco…
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Solid silicon update. Anyone want to bet that we will see some refreshed Macs@WWDC with the M4? Since they are making a massive AI play it would make sense to get the M4 into both the IPadOS and macOS camps stat. My old Mac with M1Max may need a …
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Nah this rumour is hogwash. When AV Pro 2 comes out in 2025/26 it is likely having M5 or M6. M4 was a giant leap from M2, so likely AVP2 will have some serious horsepower to bring to the table and likely by then widely established on device GenAI m…
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OMG so tempting to get the M4 IPad Pro with all the trimmings. I am holding out though to understand if the 8GB vs 16GB is of material importance or not for the future.
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Woah.. NPU in M4 seems to be 2x of TOPS than M3... Memory bandwidth is also up 20%. GenAI here we go. Can't wait to see an Ultra or Extreme version of this baby.
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Clearly a challenging quarter on the hardware side and the story seems to be repeating over the last few quarters. The services story is becoming increasingly pronounced and thus a source of exposure given the anti-trust activities looking to unlock…
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Any tech company that wants to be a player has to be a player in AI. Any company that wants to be a player in AI has to amass a lot of training & inference compute. Currently king of the hill is Nvidia with H100 and upcoming B100. AMD, Grok an…
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This tech is just outstanding and I keep seeing more and more stories about how Apple saved lives or made a significant health difference in peoples lives. This is the way. I hope that Apple feels encouraged by all the success stories and triples d…
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Apple has a natural mesh wifi option which would be to take a page out of Amazons book for their Echo smart speakers that can act as wifi extenders. Eero and other mesh wifi devices are slowly encroaching on smart home connectivity such as being t…
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Solar radiation sensor for UV intensity and exposure is a no brainer as a use case. The rest not so much. air quality if possible would be amazing.
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Personally I am hoping that MacBook and iPad get a muted announcement and i hope that Apple is instead spending their fanfare gunpowder on a splash on Home and Wearables related products. MacBook updates are pretty foreseeable and iPad updates are…
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Apple has finally publicly pivoted towards GenAI instead of keeping it hidden and discreet. Extrapolating current trends then n a few years Services will contribute 50% of total gross margin so any hardware strategy will be built around enabling th…
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I have no doubt that Apple explores all sorts of concepts and files patents. Some of it may be PsyOps against the competition to occlude their real intent. Apple Ring - feels meh if already having a watch. A better product would be a scaled down A…