Jony Ive
Gemini
May 21st, 2025. My Thoughts on Google I/O 2025
Meta
May 20th, 2025: Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta Is CoComelon for Adults
iPhone 16e
May 19th, 2025. The WSJ’s Sketchy iPhone Pricing Article, Does Apple Need Higher iPhone Pricing?, Does iPhone 16e Provide Pricing Clues?
CarPlay Ultra
May 16th, 2025. Apple Unveils CarPlay Ultra, CarPlay Ultra vs. CarPlay, Revisiting CarPlay Strategy
2Q25 10-Q
May 15th, 2025. Notes From Apple 2Q25 10-Q, Apple Buyback Tidbits, Forecasting Apple’s Share Buyback Pace
App Store
May 13, 2025. Apple Requests App Store Stay Motion, The Four-Prong Test, Apple’s Odds of Success
Eddy Cue
May 12th, 2025. Eddy Cue Talks up AI Search, Google’s Response to Cue’s Testimony, Future of Search
Reading Between the Lines
May 9th, 2025. Reading Between the Lines of Apple’s 2Q25 Earnings Q&A With Analysts
Apple 2Q25 earnings
May 7th, 2025. Apple’s 2Q25 in Three Charts
App Store
May 6th, 2025. Judge Gonzalez Rogers’ App Store Pretzels, The Case for Apple’s Appeal, Potential App Store Fallout
Anti-steering