nubus

IIc, IIe, Plus, SE, SE/30, IIcx, Classic, LC, LC II, LC III, Color Classic, LC 475, Centris 610, PB 180c, Duo 210, Quadra 840AV, PowerMac 7500, Power Computing xxx, PowerMac 4400, PowerMac G3 (Beige), PB 1400, AppleVision 1710AV, Newton MP 120, MP 2000, QuickTake 150, eMate 300, iBook (Tangerine), Pismo (PB G3), MacBook Pro (Core), MacBook Pro 15 (mid-2010), OSX86, iPhone 15 Pro.... and waiting for something insanely great! Well, it seems Apple Intelligence is insanely great by functionality - not by name. A new golden era.

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nubus
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  • Apple CEO Tim Cook gifts President Trump gold & glass commemorative plaque

    nubusnubus
    Xed said:
    mikethemartian said:
    It’s comical.
    I have a different word — words — to describe bribing pubic officials for favorable outcomes.
    Pubic officials :wink: 
    Xedjroyramanpfaff

  • iPhone 17 import tariffs may cost Apple more than expected, as Trump threatens India

    nubusnubus
    If Trump wants to stop India from funding Russia then simply say "call centers can't operate in the country". That is putting 2 million Indian jobs at risk without hurting Apple or US consumers.
    mbenz1962williamlondon

  • Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom

    nubusnubus
    blastdoor said:
    This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. 
    This report absolutely proves that the analysts who cried about this quarter because of Apple Intelligence were wrong.
    The report does indeed prove that analysts were wrong about the quarter. Currency tailwinds (likely 2%), tariff scare moving sales forward (1%), access to $42 billion in government incentives from China (MSRP of iPhone 16 Pro dropped 30%!), strong F1 opening, limited negative impact of tariffs, and boost in services.The analysts didn't see all of that.

    But @blastdoor is right in the sense that AI is holding Apple back. While Apple delivered 24% growth in services then MS hit 34%. Microsoft is also less exposed to tariffs. The series of strategic blunders and product misfires from Apple caused this, and the quarter just expanded it to nearly a trillion gap.

    And Apple might be heading towards another strategic miscalculation. Apple is trying to keep AI on-device. It will increase the cost of devices and expose them to tariffs while the quality of AI on-device remains limited by storage, battery, memory, and processing power. MS is mostly doing AI as services delivering tariff free recurring income with constantly updated models.

    Apple is betting on on-device to the point where we have a datacenter gap (thanks Dr. Strangelove). The Environmental Progress Report from Apple is showing 6.7% growth in data centers from 2023 to 2024. Microsoft is growing 33% per year (both numbers based on energy consumption). This gap can define what Apple is capable of doing when looking ahead.
    blastdoorwilliamlondonBlizzard

  • Apple's $94B Q3 soundly beats Wall Street thanks to iPhone and China growth

    nubusnubus
    As usual, Apple nails it!
    Apple delivered 9% net income growth while Microsoft hit 24%. Deduct currency tailwinds of 2% and inflation of 3% and it is more like 4% vs. 19%.
    The growth in services from Apple at 24% is impressive but Microsoft did even better at 34%.

    Microsoft joined the 4 trillion club today while Apple is fighting tariffs, legal battles, brain drain, and a series of strategic misfires.
    It will take years for Apple to nail. But customers are loyal and a few steps in the right direction can always change things.
    ronndanoxgrandact73williamlondon

  • Apple hits back at DOJ antitrust suit paragraph by paragraph in scathing response

    nubusnubus
    Answering line by line seems childish. Fighting to keep everything closed when some are known to work with larger populations in more countries is a hard sell. It makes Apple look greedy towards US consumers and out of step with the Trump administration. 

    Cook should rethink his approach to regulation. This won’t help the brand or give him friends.

    jeffharrisVictorMortimermike1dewmeeriothtericthehalfbeeWesley_Hilliardomar moralesjib