Another Analyst on Apple and A.I. - MOSK: 06.05.2024

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 5 June 2024

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

- J.P. Morgan: WWDC Announcements Will Herald Hardware Upgrade Cycle - TSMC Chairman Says Not Possible to Move Factories From Taiwan - IDC: Apple Still Tops in Wearables, But… - The Information: Apple Was or Is in Talks to Take Apple TV+ to China - Apple TV+ Moves Up in Latest ACSI Telecoms Study - Netflix Dropping Support for 2nd and 3rd Gen Apple TV Models - Code Hints at Games Coming to Uber App for iOS - Apple Books Official Home for Reese’s Book Club Audiobooks - Sponsored by Pen Chalet: Try a Mac OS Ken Starter Box or Get 10% off with code MOK10 at PenChalet.com/macosken - Hear Creative Strategies CEO Ben Bajarin on the first Episode of "The Mac Observer Show," dropping 6/7/24 - Check Out the Latest Checklist by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:06.8	This is Mac OS Ken.
0:08.9	J.P. Morgan sees an Apple upgrade cycle ahead.
0:12.3	Apple still controls wearables, but in news of many past times,
0:18.7	it is Wednesday the 5th of June 2024, I'm Ken Ray and this is news from Maco-S-Can brought to you by yours
0:29.4	truly and sponsored by Penchalet selling exquisite fountain pens for over 10 years
0:35.4	with special offers for MacoS Ken listeners at pencilay.com slash Mac-S can. This show is also supported by people like you patrons
0:49.6	through Patreon. Find out more and then your support at Patreon.
0:55.6	dot com slash Maco-S-Can.
1:01.0	J.P. Morgan Analysts and Eek Chattergy has done what most Apple analysts have done over the past week or so,
1:07.0	written about Apple and AI and iPhone updates ahead of next week's Worldwide Development Conference keynote.
1:14.8	Apple 3.0 ran part of the note he wrote.
1:18.4	It's kind of convoluted, but basically he seems to see the whole thing as a money machine churning out more money than
1:24.4	Apple normally does which is no small amount.
1:29.4	Apparently not expecting much from iPhone 16 in terms of design changes. He seems to think the AI features
1:35.9	introduced by Apple will be enough to spur more than the normal round of hardware
1:40.4	upgrades. On the services side, the analyst says the broader and increasing adoption of AI-assisted applications
1:48.8	will drive revenue upsides from both a volume and pricing perspective with AI applications to be priced at a
1:56.0	premium to the current average on the App Store.
2:00.9	My friend Bruce reposted a post on Instagram earlier this week.
2:05.0	Computer scientists say, we have invented a virtual dumbass who is constantly wrong,
2:10.0	to which tech CEOs say, let's add it to every product. Now Chatterty says we'll
	...

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