blastdoor
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All hands on deck: Tim Cook, Craig Federighi address Apple employees on AI, Siri
There were "personal computers" before the Apple II, also.mikethemartian said:Does Cook realize that the Apple II predated the PC or does he think it all started with the Mac?
But in general I do think it's a shame that the Apple II receives so little love from Apple. That's been a major gripe from Apple II diehards for decades.
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Outlying analyst concedes error, boards 2027 folding iPad ship date train
From my point of view, folding isn’t worth any trade offs in price, battery life, or anything else. If two phones are identical in every other way, I’d consider buying the folding version. Otherwise, nope. -
Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom
Still no link to substantiate that claim, which makes me think you don't have one.Mike Wuerthele said:
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.blastdoor said:
Who were the analysts who expressed concerns about apples performance in the most recent quarter due to AI?Mike Wuerthele said:
This report absolutely proves that the analysts who cried about this quarter because of Apple Intelligence were wrong.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.
There were plenty of concerns about the quarter due to tariffs and China, but not AI. The concern about AI is in the future. I don't see what advantage there is in making stuff up like this. It just seems silly. -
Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom
That is not an accurate description of the current state of AI — in fact, it sounds like a hallucination.paulmacintosh said:
By AI, I mean artificial intelligence; and, right now, AI has proven itself to be neither artificial nor intelligent. Using AI to magic up some pictures where people’s hands have six fingers, etc, isn’t revolutionary. If AI never improved beyond this point, it would fizzle out once people stopped being amused by its hallucinations.blastdoor said:
AI is tremendously useful right now. If it never improved beyond this point it would still be revolutionary. Unless by AI you mean Apple intelligence…paulmacintosh said:Right now, AI is a gimmick. Until it’s actually useful, it won’t make much impact.
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Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom
I did not ask for evidence that people say negative thighs about Apple. I asked for evidence that Webusch predicted a bad quarter (this most recent quarter, not a quarter two years from now) due to AI issues, because that’s what the person I was replying to asserted. Do any of your links support that specific claim? If the claim cannot be supported then I hope the author corrects the article.danox said:blastdoor said:
Can you provide a link substantiating that claim? I can’t find anything saying that Webusch predicted a bad quarter due to AI issues.Mike Wuerthele said:
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.blastdoor said:
Who were the analysts who expressed concerns about apples performance in the most recent quarter due to AI?Mike Wuerthele said:
This report absolutely proves that the analysts who cried about this quarter because of Apple Intelligence were wrong.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.Very easy all of the same doom and gloom noise about Apple.
- Sales down doomed in China again for the last dozen years.
- Apple behind in AI their competitors are ahead whatever that means (behind even those companies who have no OS and no hardware).
- Designing that Apple modem is a waste of time.
- Why can’t Apple be like HP and Dell and just design hardware?
- Tim Cook sucks….
- 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.
- The Verge writes its normal Geek Chic Apple is perpetually doomed unless they do what the Verge thinks is right since 2008.
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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.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…..
