discountopinion

The tariff game sort of makes sense in its destructive chaos. I do not like it one bit, but there is some method in the madness.

Ensuring that chips, electronics and other increasingly strategic products have a geopolitically diverse footprint makes perfect sense. There is a huge concentration risk at present which does not help anyone other than China.

Short term we will stumble and make mistakes brining these processes back to the US and Europe. That is ok and normal for any large transition. But a change like this does not happen on the Trump time scale, but if Trump does not blowtorch the industry to move then it will likely never do so.

Love him or hate him - Elon Musk’s Tesla is the most geopolitically resilient company from a supply chain standpoint. Very few other companies are.

I want to see a future where high tech is manufactured and invented in hubs of awesome across the globe. We are in the very early stages of spinning up the robots economy and why on earth should a small island off the coast of China be a single point of failure and why should mainland China be a single point of failure for such a large quantity of goods when many other countries can do the same work to build planet wide resilience.

Tricky balancing act for Apple balancing the number of SKUs to meet different needs, strong competition and small market share.

Everyone that enjoys my HomePod 2 home cinema and music sessions are impressed with the sound quality and experience. If they can build on this with a HomePod 3 then i will buy them day 1. I am that satisfied with them from a sound perspective. Abillity to combine more than 2 speakers into groups for even better immersive sound. I would love to group 4 large HomePods rather than the two HomePod 2s i use for the AppleTV. Moar speakers please so we can take the sound volume to 11.

Apple Intelligence for a decent Siri experience will be essential as Siri is just embarrassing at this stage. Latency is everything so running things off a dedicated hub at home may not be good enough.
Mesh wifi options may be helpful to take a leaf from Amazon and use speakers as network extenders and full HomeKit hubs for Thread and Zigbee may be another.
Mesh cluster inference/compute load sharing may be a potential benefit with model sharding like exolabs but home wifis will likely make this non performant.

All of the above does pressure the BOM so unlikely to get the full list.

Another neat angle would be travel accessories for HomePod mini as bringing your own Apple Music when travelling is dope.

For me AppleTV+ has some absolute bangers like Slow Horses, Foundation, Silo etc. and a some meh content. Overall it feels very much too Hollywood / California / US centric.

Apple has too often leaned in on an established cast approach which is quite costly and a bit tired. Content is also safe and not very edgy. 

Contrast that with Netflixs superb global production approach with lots of local content produced to be accessible globally. Prime used to have a lot of out there edgy stuff before they went all bonkers with LOTR and Wheel of Time money pits.

Streaming is a format that enables you to take risks and enable a diverse palette of artistic directions. Having said this I also find it tiring to wade through the vast volumes of rubbish on other streaming platforms.

AppleTV+ is my least used streaming service but I still hold out hope for improvement over time. Apple made Apple Music into something wonderful for me and I hope that AppleTV+ will get there eventually.

Tim Cook has excellent access to Trump so likely Apple will be an example used in a soon to come tariff war.

Nah, Tim Cook should remain. He has done a great job overall and the services pivot is fantastic.

Craig should have been axed some years ago though. iPad OS is a dog compared to what it could be, Apple Intelligence miss is on him etc.

Also puzzled why a company of Apples resources cannot keep rapid product development on all of their product lines in parallel.