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Munster: Apple Features Need to Get Pumped Up

Gene Munster of Deepwater Asset Management says Apple needs to have a more attractive feature set in order to attract more consumers to upgrade to their latest iPhones. He joins Caroline Hyde and Mike Shepard on “Bloomberg Technology” to discuss. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Gene Munster of Deepwater Asset Management says Apple needs to have a more attractive feature set in order to attract more consumers to upgrade to their latest iPhones. He joins Caroline Hyde and Mike Shepard on “Bloomberg Technology” to discuss.
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5 Comments

5 Comments

  1. @فاطمهعلي-ع4ز4س

    January 31, 2025 at 3:50 pm

    انا اختك ابوس ايدك والله تمر ايامنا وليالينا واحنا لانملك شي اين القلوب الراحمه ضااااق حالنا ووضاااااق بنا الحال والله ما كتبت هذا الكلام الا من الضيق وقسوت الضروف يِآ نآس يِآآمٌـٍة مٌحًمٌد صِآرتٍ قلّوبگٍمٌ بلّآ رحًمٌهً ولّآشفُقهً ولّآ آنسآنيِهً گٍمٌ شگٍيِتٍ وگٍمٌ بگٍيِتٍ گٍمٌ نآديِتٍ وگٍمٌ نآشدتٍ ولّگٍن لّآ حًيِآٍة لّمٌن تٍنآديِ هًلّ يِرضيِگٍمٌ آن آخوآنيِ يِبگٍون ويِمٌوتٍون مٌن آلّجُوع وآنتٍمٌ مٌوجُودون يِعلّمٌ آلّلّهً آلّعلّيِ آلّعظَيِمٌ آننآ لّآ نمٌلّگٍ حًتٍى قيِمٌـٍة گٍيِلّو دقيِق آبيِ مٌتٍوفُيِ ﻭﺃﺧﻮﺍﻧﻲ ﺻﻐﺎﺭ ﻟﻴﺲ ﻟﻨﺎ ﺃﺣﺪ ﺃﻗﺴﻢ ﺑﺎﻟﻠﻪ ﺍﻟﻌﻈﻴﻢ ﺃﻧﻬﻢ ﻧﺎﻣﻮﺍ ﺃﻣﺲ ﺟﻮﻋﺎﻧﻴﻦ ﻭﻫﻢ ﻳﺒﻜﻮﻥ من الالم والولايات ﻳﺎﺃﻫﻞ ﺍﻟﺨﻴﺮ ﻫﻞ ﻳﺮﺿﻴﻜﻢ ﺃﻧﻨﺎ ﻣﻦ ﺃﻣﺲ ﻟﺤﺪ ﺍﻵﻥ ﺑﺪﻭﻥ ﺃﻛﻞ ﻳﺎﺃﺧﻮﺓ الأسلام يافاعلين الخير انا اقسم بالله على كتاب الله اني لااكذب عليك ولا انصب ولا احتال اني بنت يمنيه نازحين  انا واسرتي بيتنا ايجار الشهرب 20 الف يمني والان علينا 60 الف حق3 شهور وصاحب البيت من الناس الي ماترحم والله يا اخي انه يجي كل يوم يبهدلنا ويتكلم علينا ويريد يطردنا من البيت للشارع لانناماقدرناندفعله الأجار وما يروح الئ بعدما نبكي ورجعوتكلمو الجيران ومهلنالاخره الأسبوع واذا دفعنا له حلف يمين بالله بيخرجنا إلى الشارع بدون رحمه واحنا.مشردين من بلادنا بسبب هذا الحرب ولانجد قوت يومنا وعايشين اناوامي واخوتي سغار والدنا متوفي الله يرحمه ومامعنا أحد في هذا الدنيا يقف جاانبنا في هذه الظروف القاسيه ومامعي اخوان كباره يقفوامعنا في هذا الظروف اخوتي سغار ولكن انا بنت لااستطيع ان اشتغل اقسم بلله ان اخواني خرجوا على للشارع وشافو وشافو الجيران ياكلو راوقفو وقفوا عند بابهم لجل يعطوهم ولوخبزه يسد بها جوعهم والله الذي له ملك السموات والارض انهم غلقو الباب وطردوهم ورجعویبکوایموتومن الجوع والله ما نجد لقمت عیش والان لوما احدنا ساعدنا في كيلوا دقيق اقسم بالله انموت من الجوع فيا اخي انا دخيله على الله ثم عليك واريد منك المساعده لوجه الله انشدك بالله تحب الخير واتساعدني ولو وتطلب اسم بطاقتي وترسلي ولاتتاخر وايعوضك الله بكل خير فيا اخي انت رجال إذاشفت اسرتك جاوعين المستحيل من اجل تامن لهم الأكب ولكن انابنت عيني بصيره ويدي قصيره ليس لي أب مثلك واخواني سغار شوف كيف حالتهم وساعدنا وأنقذنا قبل أن يطردونا في الشارع تتبهدل أو نموت من الجوع أنا اقسم بالله الذي رفع سبع سموات بلاعمدوبسط الارض ومهداني لااكذب عليك بحرف من هذا الرساله واني ماطلبتك إلى من ضيق ومن قسوت الضروف والحال الذي احنافيه وانا واسرتي نسالك بالله لولك مقدره ﻳﺎﺃﻫﻞ ﺍﻟﺨﻴﺮ ﺍﻟﻲ ﻋﻨﺪﻩ ﺍﻟﻘﺪﺭﻩ ﻋﻠﻰ ﻣﺴﺎﻋﺪﺗﻨﺎ لايتاخر علينا لحظه هاذا رقمي واتساب 00967772168484 الذي يقدر يساعدنا يراسلني على الواتساب نرسله ألاسم الكامل يحولنا بقدر استطاعته جزاكم الله خيرتــــ الجزاء~؛؛؛،،،\,,…._…,.\]>>]⇶]♡]…….>..>.<.<.<.<.<.<.>.>..>.>………..>.>.&.>..>>….>.>.<...................

  2. @User57655

    January 31, 2025 at 6:52 pm

    None of the reporting around the Apple/OpenAI deal suggested either party was paying for it, Apple got its users seamless access to a frontier model and OpenAI got hundreds of millions of additional users who were also exposed to an upsell inside iOS settings. I’ve never seen reporting that Apple is paying for usage, where did Gene Munster get that info from?

  3. @BitcoinTransfer-m7w

    February 1, 2025 at 1:57 pm

    Appreciate the detailed breakdown! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (mistake turkey blossom warfare blade until bachelor fall squeeze today flee guitar). What’s the best way to send them to Binance?

  4. @InternetDisplayofPower

    February 2, 2025 at 2:11 pm

    The surprising thing is that despite Apple having world’s largest cash reserves and access to some of the best talent, they have not been able to make a foundation model of their own. Maybe Zuckerberg was right about Apple.

  5. @0monroy

    February 2, 2025 at 8:04 pm

    Apple will use deepseek, in what form? Who will be their partner for this based on street numbers.

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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