danox

sconosciuto said:

Flatter the fascist cult leader and things will go well for you 🙄

https://www.npr.org/2025/08/02/nx-s1-5489704/praise-trump-flattery

It will come to nothing because on the next day, the mad King will be mad at you for something else, and he’ll be right back where you started with nothing.

Another Taco Tuesday I have a bottle of tequila sitting around. I think it’s time for a drink….

blastdoor said:

One exciting possibility for Apple is that by using their own silicon, they could potentially have lower inference costs than people relying on Nvidia. Combine that with their privacy / security and they could make a compelling case for their AI offering.

hopefully they will realize that potential.

The best part about this AI (Apple Intelligence) push is that it appears that, Apple was forced to develop in house servers (more robust Mac Studios?) only time will tell particularly with the pending intro of the M5 SOC.

WillfulJonsin said:

Danox, is there literally something wrong with you? Your posts exists in this weird off-topic parallel universe where you seem to be parasite-style hosting your own disconnected, rambling blog via the comment section of AppleInsider. Your links often don't illustrate the points you think they do and you seem to be continually waging a holy war against some perceived insult against a trillion dollar corporation. What's your end game here? I've lurked on AI for years before making an account and maybe I'm burning whatever goodwill I have by posting this but swear to god you make zero sense.

The links shows Dan Ives doesn’t exist in isolation every year for the last 15 or so years same old thing Apple in trouble because China sales have dropped yet when Apple announces their results low and behold what drop in China? China is the most competitive smartphone market in the world by far, and it also happens to be the largest. Apple has consistently been in the top five for the last 15 years yet they are always doomed every year in China.

https://www.webpronews.com/dan-ives-slams-apples-ai-lag-urges-perplexity-buy-for-4t-future/  Crying about AI is basically the same.

The links also show that there are a lot of analyst who are full of something, and the same meme is playing out when it comes to AI, Apple will take whatever time it needs to develop their Apple Intelligence system. Don’t like it switch to Android, or Microsoft Windows both have a larger marketshare and are ahead in being attached to super computers back home when you need a fix.

blastdoor said:

Mike Wuerthele said:

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.

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…..