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Saturday, November 11, 2023

Headlines — Start With Apple — Veterans Day — Seldom Happy — Always Bittersweet

Locator: 46021HEADLINES. 

On tap: next week.

NASA+: free. Went live last week. Direct to site. Holy mackerel.

US crude oil exports: massive.

WTI: likely to go lower.

US crude oil inventories: update, EIA report delayed for one week.

Riyadh Air: new start-up to order 100 Boeing 737 Max jets.

TotalEnergies to expand in Texas: huge.

Deregulation: unmitigated disaster?

Diamond pricing collapse: Bloomberg.

Ann Mather: and Steve Jobs.

Money: and happiness.

Disney: to lose big on The Marvels

Apple earnings: analysis. This is probably the best analysis I’ve seen. To whet your appetite: 

Services reached a new all-time revenue record of $22.3 billion, +16% Y/Y, accelerating from +8% Y/Y in the previous quarter. Apple set new records in every Services category. The growth was attributed to double-digit growth in transacting and paid accounts. 
Apple now has “well over 1 billion paid subscriptions.” 
How big are Services? To put the $22.3 billion revenue into perspective — it was more than the combined revenues of Netflix, Mastercard, Spotify, Electronic Arts, Dropbox, and Peloton in the same quarter. 
Disney subscribers: 150 million. Netflix: 250 million. Warner Bros Discovery (MAX, HBO): 95 million and falling. 
How “big” is Apple? Almost 50% of Buffet’s entire equity portfolio is one stock: AAPL. Let that sink in.

Apple’s earnings: graphic.

Apple’s clout: see Amazon-Apple agreement.

Apple product review: Pro M3. To whet your appetite: 

Hello again. It’s only been about 10 months since the M2 Pro and Max chips arrived on the MacBook Pros, but that’s already old news. Here I am with the MacBook Pro 16 with the M3 Max chip — and hoo boy, this is one big, beefy hunk of Pro laptop. 
It’s priced like one, too. 
If this bad boy and its benchmarks came out in 2021, we’d all be picking our jaws up off the floor. But it’s 2023, and we’ve already seen what Apple Silicon can do. 
Spec bumps just aren’t as tantalizing as whole transitions. And while this computer is powerful, it starts at $3,499. That’s for the “base” M3 Max configuration with a 14-core CPU, 30-core GPU, 36GB of RAM, and 1TB of storage. That’s about as much as my current rent is for a two-bedroom New York City apartment.

Cameras: will Apple spur 35 mm camera sales this Christmas?

The Verge: time to subscribe. Christmas present to me.

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