I got a lot of great feedback and suggestions on my ‘senior moments’ post early this week. I appreciate the ideas, and links and good spirit from this community. It’s nice to hear from people. I love when people say hello. I try and answer all emails and am so grateful to have such a diverse and smart community of readers.
I took one idea to heart and purchased a case for my Airpods to attach to my body. For now they are attached to my keys. Problem is my keychain is starting to look like those of a janitor:
I now need an assistant to carry my keys so as not to wreck my $LULU pants.
I posted the photo on Twitter and a funny thread ensued with some good ideas, wisdom and hacks.
Next up…While I have been a crazy road warrior the last few months, Ellen and I also moved into a new home in Phoenix. Ellen of course did all the planning, designing, moving, loan negotiations and paperwork.
We live right in the city on the squaw peak mountains and this is our new morning hike outside our home.
This is the best time of the year to live in Phoenix and so I am glad to be home for a bit.
Next up…Apple Services…
Ben Thompson has the best deep take on the recent Apple event.
Bob Lefsetz, as usual, the most emotional.
I think both takes have it right.
I think a lot of fintech ‘neo bank’ companies had a nervous afternoon on the gross but interesting partnership between Apple and Goldman’s Sack.
The Tim Apple jokes and insults were flying in my streams. People think Apple is not being bold enough.
Apple is my largest position which seems like just another ‘senior moment’ right now, but I am fine with Apple ‘the utility’ and Apple ‘the retailer’ and Apple ‘the services company’.
I don’t think they can continue to dominate as a hardware and software company. There will be no next iPhone.
I don’t think Apple will win the ‘living room’ (they will surely get a piece), but I think thats’s an overrated strategy. They are sticking with your hands, your eyes, your screen, your wrist and your ears. It makes sense that they go for our wallet.
Tim’s version of skating to where the puck is going is R&D, small acquisitions and cash flow from services.
I like that Apple is finally in banking without all the headaches of being a bank.