China To Tim Cook: We Still Really Like You -- September 13, 2023

Locator: 45631AAPL.

Link here.

Let's say, just for argument, that the Chinese government really did ban Apple's iPhones for government workers. 

Now, let's say, just for argument, the Chinese government reverses itself, and says the government is not banning iPhones for government workers.

Can anyone connect the dots? This is not rocket science.

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Tim Cook: "Mention "AI" And Get Fired"

 Link here.

Very, very slowly, and very, very deliberately, Apple is building an AI-device that will lap the competition to the point that the moat will be incredibly wide.

Peter Zeihan noted that in his note today. China will fall further and further behind, leaving Samsung and Apple as the only two choices. 

Brilliant: Apple's "finger-gesture" controls and emphasis on the iPhone as a medical device. 

Answering the phone on your wrist while holding groceries or a cup of coffee: brilliant. Link here.

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Nvidia 

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The Book Club

Ancient Sea Reptiles, Darren Naish, c. 2023. Link here.
Pterosaurs: Natural History, Evolution, Anatomy, Mark Witton, c. 2013. Link here.