jellybelly

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jellybelly
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  • Experience Immersive sizzle reel for Apple Vision Pro updated with new scenes, sports

    jellybellyjellybelly
    It’ll take some time for developments in camera technology for stereoscopic shooting in various situations at 24 and 48 fps 8K and 12K by various entities that make these cameras.
    It’ll also take a while for producers to learn storytelling that involves cuts that may be different than what might be chosen in 2D cinema. 
    With development of cameras (Sony and others) there are considerations for sports with cameras, that are larger and heavier due to two sets of lenses for stereoscopic shooting. They need to have higher data throughput along with the production room doing live editing having an a tremendous amount of throughput with data coming in from 12 or more cameras. 

    Stereoscopic effects are more evident in the camera position being close — not with zoom. How do you get closer to the action without interfering with the action in live events such as baseball, American football and soccer?

    I can think of four entities working on this in sports and cinema: Apple of course; James Cameron and his Avatar 2 & 3 Cinematographer Russell Carpenter—both live shots and a large amount of virtual cameras; Disney with its stable of ESPN contracts (game reels after the game, then later live real time stereoscopic with a myriad of cameras and torrent of at least a dozen stereoscopic camera data to live editing production room, the virtual cameras in Marvel and PIXAR production and evolving changes in storytelling; and fourth, Industrial Light and Magic. Imagine the data stream of 48 fps at 8K. 

    Much may being held back for WWDC in a few weeks. And another bunch to reveal at Fall iPhone release. The would be In a variety — eg. games, storytelling, sports, and use as in software creative tools such as in CAD and animation software, engineering development, education, medical visualization and guidance as well as medical education. 

    Teasing and releasing content and new tools for a new product over the first year or two is Apple’s history in new product enhancement. 

    StudioSouphmlongco

  • Flagship iPad head-to-head -- M4 iPad Pro vs M2 iPad Pro compared

    jellybellyjellybelly
    entropys said:
    …
    One thing I find a bit strange. If the M4 iPad Pro  has an e-sim, why the split model range? I would like the GPS but don’t plan on needing a mobile service.
    The eSIM is used to help GPS accuracy by using cell tower triangulation.  This works even if you don’t get a phone line activated. 
    I’ve always gotten cell capable models (one exception) along with GPS even when there was a choice of GPS without cell capability.  I’ve had a lot of iPads going back to first one.  The one time I skipped cell capability I found GPS to be a lot less accurate.  
    Apple confirmed my guess on that exception of GPS w/o cell, that cell capability was added accuracy on GPS. 
    Alex_Vappleinsideruser

  • Warren Buffett has sold a lot of Apple stock so far in 2024

    jellybellyjellybelly
    ssfe11 said:
    Half of Buffett portfolio is Apple stock. Yes I said half. That is amazing and there is no way you can’t not diversify away a bit. Way too much allocated to one stock and I’m sure Buffett heard this constantly from the new younger berkshire managers. Means nothing but that explains some of the price drop this year. 
    Yes, most people just don’t understand this.  Speak with any investment advisor and they will most likely tell you to have no more than 10% in any one equity, or even in one particular sector.  When you get above this, it may be time to “rebalance”.
    Young Padawans, look deeper into the world of finance and at what Berkshire Hathaway (BRK)/Warren Buffet invested in AAPL cost compared to their assets, as well as when they invested (2016 through 2018). And learn Buffet’s philosophy of finding companies that are worth holding for a very long time, even if they are so successful as to seem unbalanced proportion of their investment because of continuing success.

    BRK is a holding company of wholly owned subsidiaries (no longer available on the market ) AND partially owned companies ( owning stock). So you’ll see that the CURRENT VALUE of their AAPL shares is 50% of their partially owned companies, referred to as their  ‘stock investment portfolio’.  But that’s less than half of the story. 

    BRK bought most of their AAPL shares between 2016 and 2018 at an average price of $35 per share.  From their Annual Report for 2018, the company assets (largely their investments in wholly owned companies and partially owned companies) were $707,794,000,000.  The cost of the shares AAPL they had purchased was $36,044,000,000 (that was 5.4% of AAPL shares outstanding or market cap at that time, fairly close to estimated 5.6% today or even mentioned elsewhere as 6% of Apple— most of that increase in their ownership due to stock buybacks as they bought little or no more shares after 2018).

    As an investment company, as per their own Annual Report company description, the BRK investment in AAPL was approximately 5.1% of their assets as of the end of 2018. 
    BRK’s cost of AAPL shares as a percentage of their partially owned companies stock portfolio total was 35.04%.  Interestingly however at that time, the market value of their AAPL. shares was only 23.31% of their partially owned companies portfolio. The other partially owned companies were averaging better at that time than Apple. 

    Closing price on Friday ( May 3, 2024) was $183.38.  That is approximately 5.24 times the cost they paid.  That huge increase is how they got to 50% of their partially owned companies or what we call their “stock market portfolio”.  Warren Buffet’s investment philosophy is to invest long term in companies you believe will succeed and grow in value. He buys and holds.  

    BRK’s 2023 Annual Report states Assets of $1,069 billion. With AAPL shares owned by BRK at a value mentioned in this article of $135.4 billion, that pits the current value of investment in Apple at 12.65% of their assets.  

    But the original cost of AAPL purchase was $36.04 billion, putting that original cost at 3.4% of their current assets. Wow!  Remember, their business asset is owning wholly or partially, other companies. That ownership of 100’s of companies is their business—that ownership is their asset.  I’d say BRK/Warren Buffet made a good return on that investment.  

    I’ll go out on a limb and say I believe while they may sell some more of Apple stock, I don’t think it will be much more—I doubt they’ll go below a 4% or even 5% stake in Apple. 

    Your philosophy of 10% maximum in any one company would have had you selling AAPL that you might have purchased in 2018 because it was doing so much better than the rest of your portfolio. Nah, probably not? Or if you invested in 2011 would you have sold the stock
    if it swelled to too much of your portfolio? Don’t forget that between 2020 and 2021 the stock price doubled. 

    I did this research and took the time to write this because your harsh judgement of Warren Buffet really pissed me off.  I really hope you can pull back from any judgement at all and just keep learning long term—it’s a rewarding investment in yourselves (2 of you)  and worthwhile for all of us, myself included.

    I’ve included screen captures of pages from the BRK 2018 Annual Report to show their position with AAPL and their asset statement.  Also is a really nice graphic of companies owned wholly and partially.  The owned companies graphic is cool but shows a fraction of the wholly owned companies and those companies’ subsidiaries. The graphic is from BRK 2021 Annual Report.
    PDF is mind boggling chart of companies and subsidiaries of Berkshire Hathaway.  



    avon b7mobirdFileMakerFeller

  • Apple to unveil AI-enabled Safari browser alongside new operating systems

    jellybellyjellybelly
    Please can we get more contrast of the active tab vs the inactive tabs.  And offer the option of two line deep tab text description for when you have a lot of tabs and they are too narrow to read the text. Also have a high contrast color to signify if a tab has media/sound playing. 

    Give us an option of the cursor color with control on the page (not in settings).  Then when in dark mode or if App or web page has light type on a dark background, we can see the cursor.  Currently dark mode on iPad has a blue cursor against black.  With small type, the cursor disappears. 
    Offer all these options as an interface button in the ellipsis… menu.  

    Fix the annoying phenomenon of when tapping in url field that while it’s okay to have whole url selected, make it easy to tap where you want to insert the cursor.  It’s currently difficult to deselect the whole url. 

    When in grid view of pages, have screen view of webpage preserved over time, not disappearing when is dormant for a while. 

    Offer these web page previews as thumbnails in the bookmarks that grow in size if you have the cursor over them.  When AI is implemented, have brief summaries of web page pop up when hovering over bookmarks.  Offer an option for bookmark page to enlarge and have discernible thumbnails of webpage.  
    Alex1Nwatto_cobrawilliamlondonroundaboutnow

  • Apple Pay isn't working for some Chase customers

    jellybellyjellybelly
    I had trouble getting my Apple Card to go through as Apple Pay over a week ago and had to use my Chase card.  Then a day later the Apple Card worked through Apple Pay.  
    Perhaps all cards are going through a maintenance update and are being sequenced through different banks so customers that have an alternate card can switch which card they use.  

    I remember back when Apple Pay came out, that VISA and Mastercard were getting terminals updated for a new security measures on newly issued and mandatory replacement cards sent out—and that they required retail stores to replace their terminals. Part of the update on the cards was the hologram on one end of the front of the card. 

    IIRC:  It turned out that the new terminals had Apple Pay compatibility turned on and CVS and Home Depot card terminals accepted Apple Pay. CVS and Home Depot were going to adopt Current-C (sp?), championed by Walmart (and consortium of partner retail companies) and as a result, the Apple Pay acceptance was turned off sometime after that when CVS and Home Depot figured out what was happening (or Walmart was pressuring them to hold them to their prior agreement).  Consortium partners started to drop out of the partnership. 
    After long delays, Current-C never came out and eventually CVS accepted Apple Pay.  Home Depot only accepted Apple Pay in the last year or two.   

    IIRC: Current-C was set up for loyalty programs and was going to collect customer transaction data on device in-App, and monetize it through distribution to Current-C partner retail companies, while Apple Pay transaction had just the required data for the transaction ( the companies can still continue to various purchase and customer data as well as store and branch data through their registers).  Current-C also lacked security on device that Apple Pay held encrypted in the Secure Enclave chip.
    dewme