August 1, 2018

That’s a hell of a find.

Another earnings call, another excellent, detailed set of charts from Jason Snell.

Jump down to the section of Mac sales:

Mac sales were down 13 percent year over year, and revenue was down five percent. It’s understandable given the environment—the year-ago’s quarter saw new MacBook Pros being released in June, while this year they didn’t release until July, after Apple’s third quarter ended.

That last bit is critical. As you read the reaction to Apple’s earnings, you’ll no doubt run into the “Mac is doomed” take, based on the numbers released yesterday. But, as Jason points out, the new MacBook Pro lineup, with its third generation, membrane protected keyboard and Apple keyboard exchange program in place, kicked in after the 3rd quarter ended.

Too early for sales numbers on the new Macs but, I will say, I’ve been waiting for the keyboard brouhaha to resolve itself and this new warranty and anti-crumb membrane were enough for me to buy in. I bought my new MacBook Pro last week and I am really happy with it.

My experience, as well as chats with other folks I’ve spoken with who’ve also been waiting to buy a new Mac, makes me bullish. I think we’ll see a nice upward slope on the next set of Mac numbers. My 2 cents.

Apple put out a press release, highlighting a few numbers from 3Q2018 and offering some guidance for the fourth quarter.

A few links:

July 31, 2018

Apple reports best June quarter ever

Apple on Tuesday announced financial results for its fiscal third-quarter with revenue of $53.3 billion, an increase of 17 percent from the year-ago quarter.

“We’re thrilled to report Apple’s best June quarter ever, and our fourth consecutive quarter of double-digit revenue growth,” said Tim Cook, Apple’s CEO. “Our Q3 results were driven by continued strong sales of iPhone, Services and Wearables, and we are very excited about the products and services in our pipeline.”

According to Apple, the company sold 41.3 million iPhones in the quarter, up from the 41 million it sold during the same quarter last year. Apple also sold 11.5 million iPads, up from 11.4 million in the year-ago quarter, and 3.7 million Macs, down from the 4.2 million sold this time last year.

Services accounted for $9.5 billion in revenue in the third-quarter, up from $7.2 billion in the year-ago quarter.

The world’s largest train set “spans” eight countries

Located in Hamburg, Germany, the Largest model train set has a huge total length of 15,400 m (50,525 ft).

I had a train set when I was a kid. This is not that “set”. This is an incredible achievement.

The Ringer:

TV has changed a great deal since 2000. The expansion of cable networks led to an increase in experimentation, quality, and quantity that has since been eclipsed by the advent of streaming, to the point that the monoculture experience of that Survivor finale is almost entirely obsolete. With the understanding that television is going through yet another revolution, and that the boundaries and definitions of the medium could change yet again, it feels like the right time to look back at the past 18 years and determine the 100 best episodes of TV since 2000—the ones that stunned and entertained more than any others, and in turn made television what it is today. For those of us at The Ringer, this meant assembling a list that not only recognizes the best of prestige TV but also encapsulates everything that television has to offer: drama, comedy, variety, reality, game shows, and lifestyle-focused programming.

“…of the century” makes this a bit of a silly list but it’s still a fun read.

AppleInsider:

Speaking in an interview with The Daily Telegraph, as cited by Business Insider, Segall argues that Apple today is missing that aura that Steve Jobs created, which made customers “lust” for the company’s products.

“The passing of Steve Jobs created a completely different approach to marketing which we can see the results of,” Segall said. “As a marketer, I look at that and can see the difference between Steve being there — and not being there — very clearly.”

“These days, Apple does a different campaign for a different phone, which I always thought was a lost opportunity,” Segall told the newspaper. “They should be building a personality for the phone, a thing that people might want to be part of because it rises above the features of the moment.” He went on to argue that Tim Cook is operating with the advice of those around him, who are “a little vanilla.”

It could be argued that Apple is no longer the company that Segall used to work for in the sense they are not the “scrappy underdog” any more. They are a fully mature, consumer electronics company that no longer needs to be “edgy”.

That being said, I prefer Apple edgy.

Blue Designs:

Logitech has announced plans to acquire Blue Microphones—and we are super excited about it! Blue’s mission is to help our users find and amplify their voice by making the coolest microphones on the planet, and we’re going to keep doing exactly that. With Logitech’s vast resources behind us, we can be supercharged. We can be better, stronger, faster…

We have a lot in common with Logitech. Our products are all about the marriage of great design and stellar performance, and so are theirs. We both have strong brands in the gaming market. We make the most popular streaming mic, they make the most popular streaming cam. And we both want to put excellent, high-performance gear on every desktop.

Blue makes many podcasters’ favorite microphones. Logitech seems like they’ll leave them alone to continue to do just that.

A while back, on this episode of The Dalrymple Report, Jim and I argued about whether HomePod should be allowed to make phone calls. Bad news, Jim, looks like that day is coming.

Nice work from Will Hains.

Rene Ritchie does an excellent job digging through all the bits and pieces, pros and cons, that make up the new MacBook Pro. If you are considering a new machine, this is a worthwhile, detailed read.

What it’s like shopping for a new Mac at Best Buy. The slamming it down thing? Don’t try this at home.

Apple’s Q32018 earnings call is live at 2p PT / 5p ET this afternoon.

Here’s a link to listen in live.

Two reads that do a nice job setting expectations for the call:

And:

July 30, 2018

Uber will stop developing self-driving trucks that have been hauling cargo on U.S. highways, the ride-hailing company said on Monday, seeking to focus its autonomous-vehicle technology solely on cars.

This seems a little strange to me. Uber made a huge investment in self-driving trucks, and like the article says, this seems to be a logical extension of the work it has done over the years with cars. I bet we’ll hear more about this in the coming weeks.

July 29, 2018

The Daily Beast:

On August 3, 2001, a McDonald’s film crew arrived in the bustling beach town of Westerly, Rhode Island. They carried their cameras and a giant cashier’s check to a row of townhouses, and knocked on the door of Michael Hoover. The 56-year-old bachelor had called a McDonald’s hotline to say he’d won their Monopoly competition. Like winning the Powerball, the odds of Hoover’s win were 1 in 250 million.

Inside Hoover’s home, Amy Murray, a loyal McDonald’s spokesperson, encouraged him to tell the camera about the luckiest moment of his life. Nervously clutching his massive check, Hoover said he’d fallen asleep on the beach. When he bent over to wash off the sand, his People magazine fell into the sea. He bought another copy from a grocery store, he said, and inside was an advertising insert with the “Instant Win” game piece. The camera crew listened patiently to his rambling story, silently recognizing the inconsequential details found in stories told by liars. They suspected that Hoover was not a lucky winner, but part of a major criminal conspiracy to defraud the fast food chain of millions of dollars. The two men behind the camera were not from McDonald’s. They were undercover agents from the FBI.

This was a McSting.

This might just be the wildest story you read all weekend.

Carol Kaye: Rock’s most prolific session musician

I’d never heard of her until this video. It’s shame she doesn’t get more recognition.

July 28, 2018
Vanity Fair: 1899, LeRoy, New York. My great-great-great-uncle, Orator Woodward, bent over a contract, signing his name to the purchase agreement for a new product: Jell-O. He paid $450, the modern day equivalent of $4,000, a sum that became one of the most profitable business deals in American history, responsible for the ubiquity of Jell-O, the super-wealth generations of my family would inherit, and the curse they came to believe accompanied it.

I had no idea about the Jell-O family curse, and it wasn’t until I explored beste Buchmacher ohne Wettlimit that I discovered there was an entire family behind the iconic brand. This revelation shed light on how deeply rooted family traditions can influence and shape the operations of well-known businesses. Understanding the family’s role provided a new perspective on the complexities and hidden histories that often lie beneath the surface of everyday products.

The Washington Post:

Shark Week, the Discovery Channel’s annual bonanza of shark documentaries, is celebrating its 30th anniversary this week. It’s the longest-running series on cable, and that longevity has given it a prime role in pop culture and public understanding of shark science. But its legacy is a mixed bag.

As a shark conservation biologist, I both love and hate Shark Week, but I watch every year. Other experts share my ambivalence. Here’s what some have to say about the series’ good, bad and sometimes ugly influence.

Like many people, I’m fascinated by sharks and when Shark Week first started, I watched it all of it. But now, not only has it become ridiculous, it’s actually often faked and contains a lot of bad science.

July 27, 2018

Here’s all of the Samsung anti-iPhone X ads from their YouTube channel. I think many of them are silly and childish. A couple make a good point or two but you really have to stretch to see them. Overall, pointless ads in my opinion.

Appleinsider:

Apple is pledging assistance to its Japanese customers affected by heavy rainfall in July, by announcing it will be providing repairs of iPhones, iPads, Macs, and other hardware directly damaged by the natural disaster at no charge.

Customers with damaged products can contact Apple on 0120-27753-5 before the end of September to arrange for a repair, an announcement on the regional Apple website found by Mac Otakara reveals. For the repair, products will be collected from the customers and serviced at no charge, in cases where a repair can be made.

Good news for Apple’s customers in Japan affected by the floods and landslides.

Above Avalon:

Apple has always publicly supported the iPad and Mac. However, that hasn’t prevented questions regarding Apple’s commitment to the two product categories from popping up. In recent months, Apple has shown a new level of openness when it comes to embracing both the iPad and Mac as unique and differentiated platforms for creative endeavors. The change is noteworthy when thinking about each category’s future.

Apple now finds itself with an iPad business that is twice the size of Mac in terms of unit sales, but smaller than the Mac when it comes to revenue. The iPad user base is nearly three time as large as the Mac user base and is growing by 20 million new users per year while the Mac user base is seeing more like 10 million new users per year. In a nutshell, both the iPad and Mac businesses have found stability and continue to connect with their respective user bases.

The differences/comparisons between the iPad and the Mac fascinate me. I get a lot of people asking for advice about “what should I buy?” and, for a lot of them, I can often recommend “just” the iPad.

July 26, 2018

“Made of Mettle”: The Leatherman documentary

Made of Mettle is the unlikely success story of Tim Leatherman, who spent years in his garage engineering and designing the world’s first pliers-based multi-tool. Persevering through skeptics and hundreds of rejections, he finally brought to market the Leatherman PST, and changed, not only his life, but the lives of countless others around the world.

Not your typical documentary. Very little about the actual development and design of this iconic tool but more about the people and some of their amazing stories.

A Leatherman (I didn’t realize there was an actual person it was named after) is a family heirloom, much like the also iconic Zippo (I still remember my dad giving me a Zippo engraved with the emblem of the Canadian Navy ship he served on. I had that lighter for years and cried when I lost it). Not being mechanical, I never knew about the Leatherman until I moved to Nashville and a listener heard me talking about them on my podcast. He kindly sent me one and I excitedly opened it – and immediately sliced my finger open with the blade.

I still have it but I rarely use it. I think it’s cursed.

Wired:

A car comes in, a 2015 Toyota Camry, let’s say, in Ruby Flare Pearl (that’s red) needing a bashed-in door Bondo’d and sanded. You just go to a shelf and take down 2015 Toyota Ruby Flare Pearl, click a canister into an airgun, and swoosh, you’re back on the road, right?

Nope. Car companies have put 50,000 to 60,000 car colors on the road, but even a big body shop like Alameda Collision Repair has just 70 or 80 colors on its shelves. Turns out Gonzalez isn’t just a fast painter, he’s a fast matcher. “I get the closest one,” he says, “and then I match the color.”

I knew the act of painting a car was difficult but I’d given no thought to how hard colour matching was.

Vox:

On Friday, July 27, the full moon will pass through the shadow of the Earth. For 103 minutes, the usually silvery moon will turn blood red and ochre. It will be the longest “blood moon” lunar eclipse of the century, lasting 26 minutes longer than the last total lunar eclipse, in January.

Here’s the good news: The vast majority of people on planet Earth will be able to see this lunar eclipse.

Here’s the less good news: Those of us in North America (save for a slice of Newfoundland, Canada) will not see it at all.

Sadly, by the time night falls in North America and the full moon rises here, the eclipse will already have ended. The moon will have finished traversing Earth’s shadow, or umbra. We’ll have to wait until January 21, 2019, when the next full lunar eclipse will be viewable here.

If you’re lucky enough to live within the viewing path of this eclipse, you should really get outside and enjoy it.

GlobeNewswire:

The festival, which will be held at Rice Eccles Stadium in Salt Lake City, is designed to ignite the vital conversation about what it means to unconditionally love, understand, accept, and support LGBTQ+ youth in our communities.

“Tim Cook joining us in Utah for LOVELOUD sends a clear message to LGBTQ youth that they have unlimited potential to achieve their dreams,” said founder and Imagine Dragons front-man Dan Reynolds about Tim’s presence at this year’s festival. “Tim is an unwavering advocate for human rights and equality, and we’re thrilled he’ll be joining our powerful line-up of speakers and performers.”

I’m glad Cook is doing this but I’m officially old. Except for Cook and Imagine Dragons, I don’t recognize a single other speaker or band.

Back in the day, when Silicon Valley was about silicon and technology, our industry elders used to wisely caution that Silicon Valley doesn’t invest in tobacco, alcohol, porn, and guns. Not anymore it seems. Thanks to an influx of new money and an increasingly porous definition of what is a Silicon Valley company, what was taboo once, is now a hot deal.

Om Malik has some tough words for everyone.

New iPhone X Ad “Unleash”

Apple:

Unleash a more powerful you. A11 Bionic chip on iPhone X.

Interesting that Apple is actually mentioning the chip inside the phone. The average consumer certainly doesn’t care.

July 25, 2018

Ars Technica:

The chic, plant-based Impossible Burger that browns and “bleeds” like the real thing just got a little more possible.

On Monday July 23, the company behind the meatless meat, Impossible Foods, announced that the Food and Drug Administration had finally accepted its latest application to consider the burger’s key ingredient safe to eat. The final nod puts that ingredient—dubbed soy leghemoglobin—firmly in the regulatory category of “generally recognized as safe,” or GRAS.

I’m a confirmed omnivore and I’d love to try one of these burgers.

Bloomberg:

With more than 1,000 big-box stores in North America and about 125,000 employees, Best Buy was supposed to have succumbed to the inevitable. “Everyone thought we were going to die,” says Hubert Joly.

Instead, Best Buy has become an improbable survivor led by an unlikely boss.

He had no retail experience—Best Buy’s stock fell 10 percent the day he was named CEO—but Joly understands how to value, and capture, customers’ time. Comparable sales rose 5.6 percent last year and 9 percent during the Christmas season, the biggest holiday gain since 2003. The stock price has quadrupled. Even Amazon CEO Jeff Bezos is impressed. “The last five years, since Hubert came to Best Buy, have been remarkable,” he said at an appearance in April.

Not many people thought Best Buy could have pulled themselves out of the mess they were in ten years ago. They are not completely out of the woods but their success up to this point is remarkable.

Touch Arcade:

Tunity allows you to hear any TV, whether its muted or not, anywhere, just by letting the app scan the screen for a few seconds. Tunity feels like magic- Particularly when paired with AirPods, and you seriously just have to try it.

You open up the Tunity app, let it scan the TV you want to hear sound from, and if it’s a supported channel (most over the air and standard cable channels seem to be supported) the audio will just start playing on your phone. If it’s out of sync at all, you can fine tune the delay to make the audio 100% match up with the picture. It is borderline ridiculous how well this works.

I’ve used Tunity for years with varying levels of success. When it works, it’s really cool.