Predictions and Developer Dollars Ahead of WWDC - MOSK: 06.01.2023

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 1 June 2023

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Wedbush Analyst Stoked Heading into WWDC - Apple Highlights Developer Earnings Ahead of WWDC - Gurman: New Macs Expected in Two-Hour+ WWDC Keynote - Next Round of Betas Makes Way to Developers - Microsoft Spots macOS Vulnerability Dubbed "Migraine" - Thunderbolt Display and OG iPad Air Hit Apple's Obsolete List - Apple TV+ Trailer Teases Upcoming Shows and Movies - Apple Announces October Premier Date for "Lessons in Chemistry" - Sponsored by BetterHelp: Professional, licensed, and vetted counselors that you can trust. Get 10% off your first month at BetterHelp.com/MacOSKen - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: info@macosken.com 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	Wed Bush has surprising predictions for next Monday.
0:12.6	Apple Talks Money with developers and a sizzle reel for Apple TV Plus.
0:18.0	It is Thursday 1st of June 2023.
0:22.2	I'm Ken Ray and this is news from Maco West can brought to you by yours
0:29.6	truly and sponsored by better Help, online therapy.
0:34.0	Visit Better Help.com slash MacoS
0:38.0	Ken today to get 10% of your first month. This show is also supported by people like you, patrons
0:48.1	through Patreon. Find out more and add your support at Patreon.com slash Maco-West Ken.
0:58.0	A set of surprising expectations from Wedbush analyst Daniel Lives headed into the
1:04.1	W. W. D.C. keynote.
1:06.8	Apple 3.0 ran part of a note he wrote Wednesday, starting with thoughts on the
1:11.5	Cupertino companies anticipated mixed reality headset.
1:16.0	Like just about everybody, he's expecting a sales price for the device of roughly $3,000.
1:22.0	While he seems to be a fan of the thing itself, his expectation for the first year of sales is decidedly low.
1:30.0	According to the note, he and his believe initial shipments, given the high price points, are expected to be roughly 150,000 units for year one, based on recent Asia supply chain checks. That is higher than the 100,000 units
1:46.0	expected by trend force but lower than the 200,000 expected by B of A analyst
1:51.2	Wamsi Mohan and way lower than the 500,000 to 1 million units called for
1:58.0	by Cowan and Company analyst Harsh Kumar.
2:02.0	Here's where it gets weirder though.
2:04.0	Ives seems to see Apple making as big a deal about its AI strategy at
	...

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