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Monday, June 10, 2024

If Sam Altman Shows Up On Stage Today -- It's A Game-Changer -- June 10, 2024

Locator: 47995TECH.

Updates

Later, 2:15 p.m. CDT: for the record, my wife is non-plussed. She doesn't trust anyone. 

Later, 1:44 p.m. CDT: presentation ends. AAPL shares down $3.20; down 1.63%. That's fine. Typical. Didn't test $190 (at least not yet) which was the big fear.

Later, 1:43 p.m. CDT: looks like Tim is finishing up. Apple Intelligence is the new big "feature." Big partner: OpenAI / ChatGPT.

Later, 1:42 p.m. CDT: Siri will use ChatGPT / OpenIA (with your permission) to do whatever ChatGPT already does --- without opening a ChatGPT account. Current ChatGPT subscribers will have access to their current ChatGPT account. Everybody wins. This is a biggie. I've talked about it before. Apple Intelligence. Personal intelligence and absolutely private. iPad Pro, as well as new iOS for the Mac and OS for the iPhone.

Later, 1:31 p.m. CDT: Holy mackerel -- now at the one-hour-thirty-one-minute mark.

Later, 1:24 p.m. CDT: AAPL shares down almost 2%; typical for all Apple presentations. Comments later. Again, this suggests analysts don't understand the "purpose" of the WWDC.

Later, 1:03 p.m. CDT: huge updates. Calculator. iPhone mirroring. Notes. Wow. Buries "Grammarly." Wow, wow, wow -- Apple took the very opposite "view" of Microsoft's "Backlash" app. Amazing. The divergence. Private cloud compute! A brand new standard for privacy. Just the opposite of Microsoft's "Backlash." Holy mackerel, going long. Well past the one-hour mark and now really getting exciting.

Original Post

Everything in the market is now becoming personal: Elon Musk, Tim Cook, Huang Jensen, Sam Altman -- 

... Tim Cook knows that -- not as good a marketer as Steve Jobs but ... where Steve Jobs refused to share the stage with anyone, Tim Cook knows the value of partnerships ....

So, the betting: Sam Altman showing up on stage today:

__ no, won't happen
__ yes, will happen within 15 minutes
__ yes, will happen but will come later in the presentation

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Disclaimer Briefly Reminder
  • I am inappropriately exuberant about the US economy and the US market, 
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
  • Reminder: I am inappropriately exuberant about the US economy and the US market, 
  • I am also inappropriately exuberant about all things Apple.

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