Tim Cool “The markets where we had rolled out Apple Intelligence the year-over-year performance of the iPhone 16 family was stronger than those where Apple Intelligence was not available.” Say it with me: D double-o M E D.
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Apple reported an install base of over 2.35 billion active devices. Growth of 150 million over previous year. Consistent with historic trend that traces back to 2009.
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The great Bobby Korn is here too.
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OH: Don Norman is at this conference. Standing right there. A little intimidating. He seems like a nice guy.
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It’s showtime.
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Tesla P/E ratio now 192. Post-disappointing-earnings rally might well take it to 200.
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https://www.facebook.com/1686015532/posts/10221852083966368/
The struggle with Elon is deciding whether he acts out of malice or incompetence. He exhibits a fascinating abundance of both. This post confirms that he leans toward malice, but the banal kind; which then forces one to ask if he's more dangerous or less.
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Ready to go to the airport on my beater ebike.
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Working on a new talk. In four generations, consumption of communication has increased by 4 orders of magnitude (x10,000). US data.
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It’s interesting how all the people who adored Musk as recently as 3 years ago now say they don’t recognize the guy. I know two such people personally and now I hear that Grimes is shocked, shocked, shocked by his behavior. I have never been a good judge of character but I saw Musk coming 10 years ago. Damn, how dumb can smart people be?
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Indian ride-hailing firm Ola Consumer on Friday said it does not set fares based on a user's phone model, a day after global rival Uber denied allegations of differential pricing for Android and Apple phones.
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According to data from Consumer Intelligence Research Partners (CIRP) for the December 2024 quarter, the iPhone 16 models collectively held a 68% share of U.S. sales, slightly surpassing the 65% share of the iPhone 15 models. No wonder Apple shares are down 15%.
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$18k in UK gets you a new electric car. The base Spring Expression 45, with a 26.8kWh battery, 44bhp electric motor, 0–62mph time of 19.1 seconds, a top speed of 78mph and a range of 140 miles. You get 14in wheels, a 7in digital instrument cluster, electric front windows, AC, cruise control and rear parking sensors. No infotainment display though, instead an app for your phone that operates the multimedia. #Disruptive? #PeoplesCar? Of course not.
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TikTok ban imminent. This should be interesting.
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Tesla US EV market shares:
2022: 65%
2023: 55%
2024: 48.7%
Q4 2024: 44%
[#]ToTheMoon
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“Only AfD can save Germany, end of story, and people really need to get behind AfD, and otherwise things are going to get very, very much worse in Germany,” Musk said during an audio livestream alongside party co-leader Alice Weidel on X. Germans love their Teslas don't they? Sales boom coming?
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Norway's total car fleet most probably will be fully transitioned to electric by 2042. The duration of the conversion will have been 32 to 35 years. The incentive structures, which make up 2% of the Norwegian national budget, are not present in any other country.
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Tesla sales in US were down more than they were world-wide.
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US Car Market, Winners and Losers of 2024.
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