"In short, I think Apple has made a good decision here for short term reasons, but I don’t think it’s a short-term decision." ...

From "Global Smartphone Shipments Grew 2% YoY in 2025; Apple Emerged as Market Leader" posted Monday by Counterpoint Research ...

From a note to Wedbush clients that landed on my desktop Sunday.

From "Apple, Google strike Gemini deal for revamped Siri in major win for Alphabet" posted Monday by Reuters.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...

A place for Apple traders and investors to share their best ideas.

"I'm thinking to myself, how much would you pay for these seats if you were really there?" ...

What's surprising is how many of the features and products he introduced next were disappointments.

From Ed Hardy's "iOS 26 still struggles to gain traction with iPhone users" posted Thursday by Cult of Mac.

From Kalley Huang and Tripp Mickle's "The Man Who Could Be Apple’s Next C.E.O." (free) posted Thursday.

From Cybart's "A Different Sales Proposition for Apple Vision Pro?" posted Friday to Above Avalon subscribers.

X’s deepfake porn feature clearly violates app store guidelines. Why won’t Apple and Google pull it?