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20 more years at 24%? Summa de arithmetica, geometria, proportioni et proportionalita (Summary of arithmetic, geometry, proportions and proportionality) is a math book written by Luca Pacioli. It is a compendium of the…
· Farshad · Office Hours, Research
An Office Hours question asked by Bob V., June 9, 2026. Q: When the iPhone 4S came out, the rumor was that Siri was its own operating system running alongside iOS. Watching WWDC, that intent-based OS finally seems to be…
· Farshad · Office Hours, Research
An Office Hours question asked by Greg, June 9, 2026. Q: That long child-safety section seemed to be championing the walled garden — things Apple can do that companies whose business models depend on selling data can’t.…
· Farshad · Office Hours, Research
An Office Hours question asked by Roger S., June 9, 2026. Q: Beyond selling more capable hardware — phones, Macs, iPads — is there real monetization in all of this AI? Absolutely. They gave us an architecture: it’s about…
Tim Cook warns memory costs to be passed-on to customers Apple will not absorb all costs of memory and storage chips, Tom Cook confirms. “Unfortunately, price increases are unavoidable,” he said. “We’re doing our best to…
· Farshad · Office Hours, Research
An Office Hours question asked by Bob V., June 9, 2026. Q: The Apple–Google deal for the frontier model is multi-year with no known end date. What happens after — and what is Google really getting out of it? When that…
The end of apps? Not so fast. The traditional computing “stack” is usually portrayed as a layered cake where the base is silicon, on top of which are system-level interfaces, followed by the operating system, then core…
You don’t have to choose. In the grand debate on the future of computing, we’ve been led to believe that there was a choice coming, a new interface to replace the touch UI interface that emerged in 2007. One camp…
AI sales are booming. AI FCF not so much. So what new cash flows does Apple Intelligence unlock? Apple’s release of a new framework for AI at WWDC26, centered mainly on new layers in the device/OS which process intent to…
How to measure helping others Apple isn’t measured by revenue or profit, at least not primarily. The measure is always satisfied customers. The application of services, software and computing hardware to improve lives…
