Can It Get Any Better Than This? October 18, 2021

 

Apple special event.

Lox on a bagel.

12-year-old Scotch.

******************************

Opening: amazing.

Music and the Mac.

Begin with music.

I have Amazon music. I will probably keep it but will eventually add Apple music.

Alexa / Amazon.

Siri / Apple.

New subscription plan: Voice Plan
$4.99 / month

Gradually, gradually, gradually -- I'm moving from Alexa / Amazon / music to Apple / Homepod / music.

I might start with Sophia's unicorn cave.

At beginning of event:

• AAPL: up nineteen cents; trading at $145.03.

Music? Apple needs to mention Lana Del Rey.

Transition to Apple Silicon.

MacBook Pro: M1 Pro chip.

33.7 billion transistors. Double the M1.

And now, Apple introduces a second chip, the M1 Max.

57 billion transistors. Holy mackerel.

AOC says this is so powerful, NASA can use an M1 Max system to land an astronaut on the sun, even more incredible than landing a man on the moon.

It appears some of these Apple presenters are getting thinner.

The MacBook Pro. 

Wow, look at all the input ports.

16" and for first time, 14" model.

50% more air movement. The two fans are seldom needed.

16": 4.7 pounds; 16.8 mm thick

14": 3.5 pounds; 15.5 mm thick

Old keyboard brought back!

Lots of ports:

• one side
• HDMI
• Thunderbolt 4.0.
• SD disk
  
• other side:
• Magsafe!
• Two thunderbolt ports
• headphone jack

This is really amazing. Apple listened to its users. We've never seen this before.

It looks like the notch is there, but the displays are bigger.

Display: same technology as the iPad Pro.

The presentation is moving much more quickly than previous presentations. 

Great presentation.

What's AAPL doing?

Wow, wow, wow -- someone is paying attention -- AAPL up $1.10. I've never seen this before.

It's going to take a lot of time to go through this presentation again, but bottom line -- the gap widened between Apple and anything else.

Can't wait to see the prices.

Battery life.

• 14": 17 hours of video playback; an addition 7 hours of video playback battery life;
  
• 16": 21 hours of video playback; that's 10 additional hours of video playback based on a single charge; if you need more than 21 hours, you need a life;
  
• longest battery life of any MacBook Pro.

New term: unified memory. Up to 64 GB.

Prices?

• $1999
• $2499

• silver and space grey

• order today; available next week

AAPL: up $1.02.

CNBC: now updating the event.

bottom line:

• inside: so incredibly only engineers know what this all means
• outside: magsafe; all those new ports -- wow

Expensive machines.

Over time, this technology will make its way into the entire Apple line. This is a five-year pipeline.

Shares popped.

Not seen before. 

Analyst after presentation, AAPL:

• revenue will grow 24% this year; 9% next year
• price target: $200