Mike Wuerthele
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iPhone 17 import tariffs may cost Apple more than expected, as Trump threatens India
avon b7 said:Did something get mangled in the first paragraph?
India selling oil to Russia?
With the beginning of sanctions against Russia, India quickly became a key customer of Russian oil. That hasn't changed.
But India selling oil to Russia?
Is there something I'm missing?
Trump might not like the situation but in terms of sanctions support, countries representing over 80% of the world's population have decided to ignore them. -
iPhone 17 import tariffs may cost Apple more than expected, as Trump threatens India
Jim_MAY said:Apple and India will eat most of the tariff. The consumer will also come to eat some. -
All hands on deck: Tim Cook, Craig Federighi address Apple employees on AI, Siri
red oak said:Mike Wuerthele said:red oak said:Who brought up “community service” for this all-hands?We are going to war gentleman. Gear up and fly the Pirate Flag
It was Tim Cook who brought it up, by the way.
And yes, I know Cook brought it up"The future is at stake" is ridiculous. -
All hands on deck: Tim Cook, Craig Federighi address Apple employees on AI, Siri
red oak said:Who brought up “community service” for this all-hands?We are going to war gentleman. Gear up and fly the Pirate Flag
It was Tim Cook who brought it up, by the way. -
Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom
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.
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.Turns out, that's not what happened.