WWDC -- 2024

Locator: 47997APPLE.

This is where everything coming out of Apple's WWDC will be tracked. This event was truly revolutionary. It was the real deal. It was huge.

Tech is tracked here.

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WWDC 2024

June 11, 2024: holy mackerel -- being reported after market close, Elon Musk will drop suit against Sam Altman, OpenAI. Link here.

June 11, 2024: holy mackerel -- AAPL surges. Hits all-time high. Trades well above $200.

June 10, 2024:

• Fireworks: duel of the Titans. Apple ensnared in spat between Elon Musk and OopenAI, link to Barron's.
  

• OpenAI: OpenAI hires new CFO and product chief, announces Apple deal to integrate ChatGPT
• new finance chief, ex-CEO of Nextdoor; former CFO of Square
• the agreement to include a ChatGPT-Siri integration
  

• Elon Musk: Elon Musk "goes nuts." Musk threatens to ban Apple products from his businesses (e.g., Twitter).

• Sam Altman: just "what is" the relationship between Tim Cook / Sam Altman and Apple / OpenAI all about? Can Apple thread the needle when it comes to "privacy" and Elon Musk's assertions?

• M4: I'm waiting for the book. The "M4 story" must be amazing. Absolutely amazing.

• Apple calculator: every engineer and every engineering student is going to buy an M4 iPad.  This was the "wow" moment!

• Apple WWDC: I have no problem with AAPL's volatility today, but listening to the comments by the analysts, I'm wondering if they watched the whole presentation. Live blog.

• Everything Apple killed today: link here. I saw the same thing in real time. This was simply amazing. A lot of folks are going to "jump ship" to join Apple. 

• Not addressed: FinTech. Actually so much not addressed, and they still took 90 minutes to present what they did. 
  

Everything Apple killed today (see thread linked above):

• Grammarly
• Midjourney (maybe)
• every calculator app
• all competitors for 1Password (maybe even them
• all those Ai translator demos
• Humane
• Rabbit
• Athlytics with their Apple Watch improvements
• AllTrails
• Magnet (tiles -- wow)
• Bezel and other mirroring apps
• basically every ChatGPT wrapper app
• possibly Suhail's Playground
• DeepL
• PayPal
• Otter
  

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Earlier Today During The Keynote Presentation

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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Also, Earlier Today

Locator: 47994TECH.

Updates

Later, 3:00 p.m. CDT: how big is this! AAPL is down three or four dollars today and yet the S&P 500 is going to close at a record high ... and that close will be comfortably greater than the previous high ... closing at 5,361 vs 5,344 previously.  NASDAQ also closed at a record high.  The Dow did not hit a new 52-week high, but it did close in the green. So, all three major indices closed higher today, and two set new 52-week highs.

Later, 2:59 p.m. CDT: it's now easy to decide between Microsoft AI and Apple AI for those concerned about privacy and ease of use.

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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.