Apple's Headset -- 5,000 Patents -- But First, Breaking News In Golf -- Trump Calls It A “Glorious” Merger — June 6, 2023

Locator: 44853AAPL. 

Holy mackerel, breaking. Huge story. This speaks volumes. 

I noticed it during the Master's and/or the PGA Championship. Both tournaments were duds as far as I was concerned. I wasn't interested in watching either after the first day.

Why? Both tournaments were missing the "big names" in professional golf.

My hunch: TV viewership of the PGA has dropped significantly with the loss of these big names.

Phil's fingerprints are all over this.

Trump supports merger. Remember, Trump is a huge golfer.

Locator: 44853AAPL.

Definition of a "tell," from wiki:

A tell in poker is a change in a player's behavior or demeanor that is claimed by some to give clues to that player's assessment of their hand.

A player gains an advantage if they observe and understand the meaning of another player's tell, particularly if the tell is unconscious and reliable.

Sometimes a player may fake a tell, hoping to induce their opponents to make poor judgments in response to the false tell. More often, people try to avoid giving out a tell, by maintaining a poker face regardless of how strong or weak their hand is. 

A change in a player's behavior.

"Faking a tell" never works.

Yesterday, during Tim Cook's Apple WWDC, there was a "tell." A huge tell.

Can you guess what it was?

Hint:

• a significant change in "behavior" by the Apple CEO (Steve Jobs, now Tim Cook) when introducing a new product  

Other links:

• The WSJ: Bobowsky and Tilley.
• The WSJ: Joanna Stern.
• The Washington Post: Molly Roberts.
  

Won't be available until early 2024?

Apple doesn't release sales breakdowns for "wearablers."

Apple's headset is different than all the rest. And Mark Zuckerberg knows it.

2023: for developers.

2024: for early adopters.

2030: for the rest of us.

Drivers and autonomous cars: a natural fit? Especially for long-haul truckers?

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Tim Cook: A Shot Across The Bow

Mentioning these two data points more than once during the keynote speech was a shot across the bow of any competitor who might want to challenge the Apple headset one-on-one:

• decades to develop; and,
• 5,000 patents