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Asymmetric Intelligence

Tech news / industrySociety / politics / economy

’10’15’20’25
Posts
2,187 from 7 Jul 2009 to 7 Nov 2026
Posting
about daily (361 in the last year)
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personal blog
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Latest

November 2026

  1. Asymco Office Hours: Apple’s Fiscal 2026 Q4 – Recording, Slides & Transcript, November 4, 2026
  2. Apple Earnings Office Hours: TODAY at 12pm ET / 9am PT
  3. Counterpoint says Mac shipments were down 11%, Apple says Mac revenues were up 24%
  4. The Ternus Doctrine
  5. Asymco Office Hours: Apple’s Fiscal 2026 Q4 and Full Year, Wednesday, November 4, 12pm ET / 9am PT
  6. Estimates for the September Quarter 2026
  7. The Last Consumer Company

October 2026

  1. Global Smartphone Shipments Down 20% in 3Q26, regressing to 2013 level
  2. Full Circle on AI
  3. Bank of America finds a way to buy the iPhone Duo
  4. The best worst case scenario
  5. Why do phones have cameras?
  6. iPhone 18 Pro demand jumps nearly 20% in India, rises 12% in China

September 2026

  1. The best selling product of all time
  2. Remember Netflix? Stock Downgraded As YouTube Harvests Viewers
  3. Apple’s Unpretentious Moonshot
  4. Mac sales in Mainland China grew 63% in Q2
  5. John Ternus Defends the Vision Pro
  6. Asymco Bulletin 031 – Sep 20, 2026
  7. Refurbishing the Innovator’s Dilemma
  8. Asymco Office Hours Boston: TODAY at 4pm ET — In Person or Remote
  9. Stairway to the $3200 Heaven
  10. Siri, not a companion, by design.
  11. Duo dollars a day, Duo cents an unlock
  12. The iPhone Duo: theater, not specs
  13. Asymco Office Hours Duo: The First Ternus Keynote – Sunnyvale Session Recording & Transcript, September 11, 2026
  14. Asymco Office Hours Duo: Boston: Friday, 18 September 2026
  15. What happens when smartphones become too good?
  16. The Dawn of Gestural Computing
  17. Asymco Bulletin 030 – Sep 13, 2026
  18. Apple Watch Is Growing in a Shrinking Market
  19. Are iPhones too cheap?
  20. Asymco Office Hours Duo: Sunnyvale and Boston
  21. Is the Stairway to Heaven still working?
  22. Apple iPhone Event First Impressions
  23. IPhone 17 is the best selling iPhone ever with first year revenue for $170 billion
  24. Apple now in third place in US PC market share
  25. Apple acquires Sonera. The next pivot point for interfaces?
  26. Asymco Bulletin 029 – Sep 6, 2026
  27. Deploying Enterprise AI on Apple Hardware is Suddenly a no-Brainer
  28. The first surgical Apple Vision Pro application approved by the FDA

August 2026

  1. IDC lowers smartphone market volume estimates again: Now down 16.7%, lowered from previous estimate of down 13.9%. ASPs to rise 27%.
  2. Asymco Bulletin 028 – Aug 30, 2026
  3. The Freshman Register
  4. One in three phones sold in Europe is now an iPhone
  5. Asymco Bulletin 027 – Aug 23, 2026
  6. Rothschild & Co. Redburn upgrades Apple to ‘Buy’ from ‘Neutral’
  7. AI: a technology in search of a job
  8. What’s Going on with Smartphones?
  9. Apple and memory chips: a flat no, then a quiet maneuver?
  10. A Second Study on the Apple Vision Pro in Surgery is now Published
  11. What’s so special about Apple Upgrade?
  12. Apple TV: content is still king
  13. EU tech policy: playing chess by looking ahead one move
  14. Asymco Bulletin 026 – Aug 16, 2026
  15. Apple passes $10B/yr sales in India
  16. The Economy Chosun Interview Part 2
  17. The Economy Chosun Interview Part 1
  18. The SoC crunch: Apple has had fires and earthquakes too
  19. iPhone unit sales: count users, not phones
  20. Asymetric Podcast: Episode 139 — No Free Lunch
  21. Cook Doctrine’s remedy: floods don’t change architectures
  22. Vision Pro and glasses: the job is seeing, not capturing
  23. Apple Upgrade: down to the penny, up to an algorithm
  24. Asymco Bulletin 025 – August 9, 2026
  25. The foldable iPhone: what will it be good for?
  26. Apple’s guidance: in six months there will be a new set of worries
  27. Apple 2026 FQ3 Review: The Presentation — Asymco Office Hours, 31 July 2026
  28. Apple Vision Pro in Surgery: A New Paper
  29. Asymco Bulletin 024 – August 2, 2026

July 2026

  1. Apple Will ‘Watch Everything Burn’ When AI Bubble Bursts
  2. Post-Apple Earnings Live Q&A with Horace Dediu / Friday July 31, 12pm ET / 9am PT—Office Hours
  3. What to Watch for: Apple’s FQ3 Earnings
  4. Wall Street Predicts Third Quarter Numbers For Apple
  5. Apple reaches $5 trillion market cap for first time
  6. Invitation: Apple Earnings Special: Office Hours Live Q&A with Asymco’s Horace Dediu, Friday July 31.
  7. Goldman Raises Price Target Ahead of Q3 Earnings
  8. Is the Market Overvalued? Four Perspectives
  9. Apple Earnings Consensus for June Quarter
  10. Why is there no Apple Car?
  11. Asymco Bulletin 023 – July 26, 2026
  12. Beware December Quarter Guidance
  13. Preview of Apple’s June Quarter
  14. Time to Buy, Time to Sell.
  15. Why Huawei and Apple Grew While China’s Smartphone Market Fell Again in Q2 2026
  16. Omdia: Global smartphone market down 4% in 2Q26 while Apple and Samsung soared
  17. Asymco Office Hours Live Q&A with Horace Dediu, Friday July 31.
  18. How to maintain a Sell rating on Apple
  19. Asymco Bulletin 022 – July 19, 2026
  20. Why all-in and why all are in
  21. Game Over. Remember Consoles?
  22. Capturing Eyespace: Plotting Apple’s disruption of eyewear
  23. Citi hikes Apple price target by $50 to $365
  24. JP Morgan raises Apple stock price target by $20 to $345
  25. Why doesn’t anybody copy Apple?
  26. Worldwide PC market update Q2 2026: Omdia: overall decline 4%, Apple up 16%. IDC: overall decline of 4.9%, Apple up 10%
  27. No one admits they like or want to buy more AAPL
  28. Asymco Bulletin 021 – July 12, 2025
  29. The portability superpower
  30. Apple destroyed the mid-tier watch market. Now it’s coming for the $200 billion eyewear industry
  31. More than meets the eye
  32. Apple and Broadcom extend deal through 2031
  33. Did a lottery winner become “the company of the future”?
  34. Asymco Bulletin 020 – July 5, 2025
  35. Will agents kill the app economy?
  36. Counterpoint: Apple to Hit Record Market Shares in Smartphones, Laptops, Tablets; Watch Share Also Set to Grow
  37. Why is betting against Apple the extraordinary claim?

June 2026

  1. Memory is a Commodity
  2. Earnings are an opinion, cash flow is a fact
  3. Apple’s Q1 iPhone sales in Africa grew 44%
  4. Asymco Bulletin 019 – June 28, 2026
  5. The Memory Shock: Six Readings from a Supply-Chain Conversation
  6. Why is the most expensive thing you own the dumbest?
  7. Why iPhones prices don’t change
  8. ‘China’s Apple’ is in free-fall
  9. The Puzzle of Sustainable Growth
  10. Only one in eight smartphone users uses a smartwatch. What’s the problem?
  11. Asymco Bulletin 018 – June 21, 2026
  12. Asymetric Podcast: Episode 138 — Watershed
  13. Was Siri just thirteen years too early?
  14. Why is Apple selling hygiene?
  15. Where is the monetization? Follow the compute
  16. The range of options has run out. When will Apple raise prices?
  17. What’s a billion between friends?
  18. TD Cowen and Morgan Stanley increase Price Targets
  19. Asymco Bulletin 017 – June 14, 2026
  20. WWDC Special: Asymco Office Hours – June 2026 – Live Q&A with Horace Dediu: Recording & Transcript
  21. Trendforce: Global Smartphone Production Fell 1.7% YoY in 1Q26; Sharper Decline expected in 2Q26
  22. Apple confirms not using Google models, apps or search in Apple Intelligence
  23. Meet the System Orchestrator: Toward Intent-centric Computing
  24. Asymetric: Deleted Scenes
  25. Intent Computing vs. Spatial Computing
  26. Apple Intelligence: Show me the money!
  27. Counterpoint Research: Apple has shipped over 450 million Apple Intelligence-capable iPhones
  28. How to Measure WWDC
  29. Asymco Bulletin 016 – June 7, 2026
  30. How not to over serve; The machinery of vanity
  31. The Apple Ecosystem Approaches $2 Trillion
  32. 42% of Apple Analysts rate it a Hold or Sell
  33. WWDC Special: Asymco Office Hours Live Q&A with Horace Dediu, Tuesday June 9.
  34. Q4 PC shipments are expected to fall 20% year-over-year, 11.3% for the full year
  35. Citi reiterated a Buy rating and a $315 price target
  36. Morgan Stanley reiterates $330 price target with bull-case $440

May 2026

  1. Asymco Bulletin 015 – May 31, 2026
  2. Low-end, Game consoles, Secondary Markets, Displays and AI
  3. IDC Forecast: The smartphone market is on track for its worst year ever
  4. Melius’ Ben Reitzes raises price target on Apple to $385
  5. Omdia: Apple grows 9% as European Smartphone Market Grows 2%
  6. Bank of America increases AAPL price target considering agentic and on-device AI
  7. The problem with the P/E ratio

Every year

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