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VOICE ARCHIVE

Horace Dediu

@asymco
188 posts
2026-03-05
MacBook Neo is: A18 Pro chip, $599, four colors.  A watershed event.  First Mac with a mobile processor and the end of the disruptive arc of mobile computing.  From Motorola to Intel to Apple silicon M, now personal computing is an accessory to mobile computing.  A sharp punctuation point.
2026-03-05 View on X
Tom's Hardware

Apple unveils the $599+ MacBook Neo, with a 13-inch Liquid Retina display, an A18 Pro chip, side-firing speakers, a 1080p webcam, two USB-C ports, and Touch ID

Apple debuts a new entry-level MacBook at just the right time  —  Apple finally took the wraps off its long-rumored budget laptop.

2026-03-04
MacBook Neo is: A18 Pro chip, $599, four colors. A watershed event. First Mac with a mobile processor and the end of the disruptive arc of mobile computing. From Motorola to Intel to Apple silicon M, now personal computing is an accessory to mobile computing. A sharp punctuation
2026-03-04 View on X
Tom's Hardware

Apple unveils the $599+ MacBook Neo, with a 13-inch Liquid Retina display, an A18 Pro chip, side-firing speakers, a 1080p webcam, two USB-C ports, and Touch ID

Apple debuts a new entry-level MacBook at just the right time  —  Apple finally took the wraps off its long-rumored budget laptop.

2026-02-06
Apple overtook Google and Microsoft for second highest market cap and is 4% below #1 Nvidia.  Of course, none of this is permanent and you should not read much into market cap.  Don't forget that Apple pours out tens of billions in market cap to its shareholders every quarter and pays 17% tax on earnings.
2026-02-06 View on X
Financial Times

US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%

Nasdaq drops as recent high-flying companies pull market lower  —  US tech stocks fell on Thursday, as weak jobs data piled further pressure …

2025-05-02
Apple reported earnings per share (EPS) $1.64 on revenue of $95.4 billion. Wall Street was anticipating EPS of $1.62 and revenue of $94.2 billion. My estimates, alas, were too high ($1.75 and $97b).
2025-05-02 View on X
Apple Inc.

Apple reports Q2 revenue up 5% YoY to $95.4B, vs. $94.6B est., China sales down 2% YoY to $16B, vs. $16.83B est., and authorizes a $100B share buyback program

Services revenue reaches new all-time high  —  EPS sets March quarter record … The Company posted quarterly revenue of $95.4 billion …

Apple's board of directors has declared a cash dividend of $0.26 per share of the Company's common stock, an increase of 4 percent. The board of directors has also authorized an additional program to repurchase up to $100 billion of the Company's common stock.
2025-05-02 View on X
Apple Inc.

Apple reports Q2 revenue up 5% YoY to $95.4B, vs. $94.6B est., China sales down 2% YoY to $16B, vs. $16.83B est., and authorizes a $100B share buyback program

Services revenue reaches new all-time high  —  EPS sets March quarter record … The Company posted quarterly revenue of $95.4 billion …

2024-09-10
Apple shares plummeting on announcement of iPhone 16.
2024-09-10 View on X
9to5Mac

Apple debuts the iPhone 16 and 16 Plus with an Action button, a 3nm A18 chip for 30% faster CPU performance vs iPhone 15, a side Camera Control button, and more

Apple today announced the iPhone 16 and iPhone 16 Plus, which Apple said “is built from the ground up” for Apple Intelligence.

Apple shares plummeting on announcement of iPhone 16.
2024-09-10 View on X
MacRumors

Apple unveils iPhone 16 Pro and Pro Max with larger 6.3" and 6.9" screens, four titanium finishes, Camera Control, A18 Pro, 48MP ultrawide, 5x telephoto cameras

Apple today announced the iPhone 16 Pro and iPhone 16 Pro Max—its latest flagship smartphones—featuring larger displays …

2023-06-01
Apple's App Store economic activity is estimated at $1.1 trillion in 2022. A 29% increase (after a 27% increase the year before.) Run rate is $916 per iOS user. 90% of this is does not create revenue for Apple.
2023-06-01 View on X
TechCrunch

Apple touts an Analysis Group study saying its App Store ecosystem generated $1.1T in 2022, up 29% YoY; $910B came from the sale of physical goods and services

Sarah Perez / TechCrunch :

2023-01-18
In addition to computational audio, new HomePod includes support for Spatial Audio, Sound Recognition with detects and notifies of smoke or carbon monoxide alarms and has built-in sensors for temperature and humidity. https://www.apple.com/...
2023-01-18 View on X
The Verge

Apple announces an updated HomePod with a similar design to the original from 2018, Matter support, and more, available now for $299, shipping February 3

It will be sold alongside the HomePod Mini, the smaller version of the speaker introduced in 2020, and features support …

2023-01-16
The Shit Show https://furbo.org/...
2023-01-16 View on X
furbo.org

Twitterrific developer Craig Hockenberry calls Twitter's decision to ax APIs for third-party apps without notice a “shit show”, leaving customers in the lurch

Well, it happened.  —  We knew it was coming.  —  A prick pulled the plug.  And what bothers me most about it is how Space Karen did it.

2023-01-12
Gartner estimate for last quarter's PC sales was -28%. Biggest drop they've reported since starting in 1990. https://finance.yahoo.com/...
2023-01-12 View on X
TechCrunch

Canalys, IDC, and Gartner report global PC shipments fell for the fourth consecutive quarter in Q4 2022, by 28%-29% YoY to 65.3M-67.2M units; Dell fell ~37% YoY

When you look at fourth quarter worldwide PC sales data from Canalys, IDC and Gartner, it's fair to say that the news was not great …

Apple Music now features over 100 million songs, representing nearly the entire history of recorded music. That's 100,000 times “1,000 songs in your pocket.”
2023-01-12 View on X
TechCrunch

Apple launches Apple Business Connect, letting US business owners update and manage their information for Apple Maps, a feature Google Maps has had since 2005

The iOS ecosystem will cross $5 trillion in cumulative total billings and sales in a few months. 90% occurred outside the App Store.
2023-01-12 View on X
TechCrunch

Data.ai: in 2022, global mobile app spending fell 2% YoY to $167B, downloads grew 11% YoY to 255B, game spending fell 5% YoY, and non-game spending grew 6% YoY

data.ai REPORT The State of Mobile 2023: How to Navigate … Stuart Dredge / Music Ally : App store spending fell by 2% in 2022 (but it was still $167bn) Tweets: @dataai : The State ...

2022-12-07
Updated App Store pricing system: all developers will have the ability to select from 900 price points, which is nearly 10 times the number of price points previously available for most apps. This includes 600 new price points to choose from, 100 higher price points upon request.
2022-12-07 View on X
Bloomberg

Apple changes the App Store's pricing range from $0.49-$999.99 to $0.29-$10,000, starting with subscription apps; the top 100 prices require Apple's approval

why is Apple dictating pricing steps at all? If I want to charge $.63 and then jump to $.84 why is that an issue? https://www.apple.com/... @film_girl : I Am Rich 2.0, now $10,000,...

2022-11-22
by year four of the Alexa experiment, “Alexa was getting a billion interactions a week, but most of those conversations were trivial commands to play music or ask about the weather.” Those questions aren't monetizable. Apple's Siri was at 4 billion interactions a week in Aug 2019
2022-11-22 View on X
Ars Technica

Report: Amazon's hardware group is on track to lose $10B in 2022, as many Echo devices are sold at cost and plans to monetize Alexa have failed

Layoffs reportedly hit the Alexa team hard as the company's biggest money loser.  —  Amazon is going through the biggest layoffs …

2022-09-09
The Apple Watch segments took almost 40 minutes in the Apple event. The AirPods took 8 minutes. The iPhone took about 45 min. This time budget is indicative of what the company thinks it needs to communicate.
2022-09-09 View on X
The Verge

Apple Watch Ultra's app ecosystem challenges Garmin, which dominates the $699+ premium active wearables market, and its usability could erode Garmin's position

2022-06-08
The iPhone lock screen totally rips off the Apple Watch.
2022-06-08 View on X
9to5Mac

iOS 16 will fix the issue in SMS chats where reacting with Tapbacks sends separate spammy messages, and will instead show the Tapbacks above relevant messages

The hero changes to iMessage in iOS 16 are the addition of edit button and undo send features.

The iPhone lock screen totally rips off the Apple Watch.
2022-06-08 View on X
9to5Mac

iOS 16 beta code includes multiple references to an always-on display, a rumored feature for the iPhone 14 Pro and iPhone 14 Pro Max coming later in 2022

2022-06-07
Remember that people use their cars one hour a day and their iPhones 4 hours a day. Using CarPlay as the car UX increases Apple screen time by a solid 25%. With large screens and wearables we're approaching 12 hr/day.
2022-06-07 View on X
MacRumors

Apple announces a CarPlay update with multiple display support, A/C and heat controls, integrated speedometer and RPM, and more, coming to select vehicles

2022-05-06
RT @counternotions: Meta. Verse. ↓ https://twitter.com/...
2022-05-06 View on X
Wall Street Journal

Whistleblowers: Meta deliberately took down Pages for hospitals and other Australian institutions in 2021 as a negotiating tactic over the news bargaining law

When Facebook blocked news pages last year to pre-empt Australian legislation that would force it to pay for content …