Everything Mark Gurman said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Gurman: Apple is developing camera-equipped AirPods alongside smart glasses
“You know, they've also been working on AirPods like I'm wearing with cameras in there as well, and so I think there's actually a bake-off going on internally too.”
Gurman: Meta's next-gen display glasses will feature binocular screens
“The current Meta's, they have one screen in them. The second generation version will have displays in, in, in both eyes.”
Gurman: Google to launch smart glasses with Samsung and Warby Parker
“What you're going to see is Google come into this space, too. They're going to launch, you know, their smart glasses with Samsung in a few months, their glasses with Warby Parker and a few other glasses brands in a few months, and there's going to be a lot of …”
Gurman: Snap should partner with Google rather than develop SnapOS
“In my mind, they might be just better off sort of lowering their R&D on these things by focusing on their hardware, partnering with a company like Google, and putting their own social layer over Android XR, but obviously they have their own SnapOS.”
Gurman: Apple delayed car to 2028 and downgraded to Level 2-plus
“And so the decision was made to delay their planned release date a couple years to the twenty-twenty-eight, twenty-twenty-nine time frame, so about five, six years from now, and re-architect the car around a level two, two-plus design.”
Gurman: Apple canceled car project to reallocate resources to generative AI
“And this was clear admission of failure and admission of a need to disperse some of the resources from that program to other projects at the company, such as the work going on in generative artificial intelligence.”
Gurman: Apple considered acquiring Tesla and met with Musk before passing
“Initially, the first part of the car project was examining what it would take to acquire Tesla, integrate Tesla, and take Tesla to a new level under Apple ownership. And so they spent a lot of time exploring the possibility of acquiring Tesla. Apple's head of …”
Gurman: Elon Musk would have quickly left if Apple acquired Tesla
“I quite frankly don't think Elon Musk would have lasted long at Apple, right, with Tesla. I think Elon Musk would have wanted control. I think Elon Musk would have wanted to run, you know, probably the whole company, obviously a very ambitious guy, and certain…”
Gurman: Apple explored non-opening car windows with simulated exterior audio
“They had ideas about not having windows that can open.
And so instead of that, they put microphones outside the car with a, you know, a high tech spatial audio system inside the car that could present
The user with the feeling that they have open windows.”
Gurman: Apple tested bidirectional car design with no front or rear windows
“There were other strange ideas, such as not having windows on the front or the back of the car, and the idea being that the front and back look identical, so the car could drive in either direction, and it's always driving forward.”
Gurman: Apple considered game controllers and remote operators for driving fallbacks
“There was talk of having a game controller-like interface in the car to be able to drive the car, because the big idea was having no pedal or steering wheels, of course.
The other idea was being able to call into a 24 seven Apple Command Center and have them d…”
Gurman: Apple was committed to eliminating pedals and steering wheels until 2022
“So certainly they were thinking and putting an incredible amount of time into fallback options for the autonomy because they were
Till about two years ago, very much all in on the lack of pedals or steering wheels.”
Gurman: Doug Field faced indecision from Tim Cook on Apple Car
“He implemented a lot of the fail safes for the backup to the autonomy, but he ran into issue after issue related to disagreement, Indecision from top Apple executives, including Tim Cook and really a desire to bring something to market while having this inhere…”
Gurman: Weak margins were the main factor in Apple canceling its car
“I think ultimately, to be honest with you, the biggest factor was probably, ah, the lack of profitability and the lack of strong margins that they saw coming from the car project.”
Gurman: Tim Cook cut his $100M compensation after public backlash
“He was making a hundred million a year a few years ago. Then everyone flipped out, and he had no choice but to cut his pay because they were kind of sick and tired of the backlash, right?”
Gurman: Apple Will Not Remove ChatGPT-Siri Integration
“They're not taking that away. They're not taking it away.”
Gurman: Upgraded Siri commerce integrations will become a massive business
“When this new Siri starts working, when it has those upgraded technologies that mean that I can call an Uber for my phone and know that it's actually going to happen, then they'll be able to come to those financial agreements because people are going to start …”
Gurman: Snap aims to launch consumer Spectacles in 2026
“They're trying to get this consumer version of the glasses out on the market next year.”
Gurman: Meta glasses are the most successful AI device in years
“The meta glasses are far and away the most successful AI device brought to market in this era over the last two or three years.”
Gurman: Apple would have absorbed Tesla rather than run it as subsidiary
“Buying Tesla would have been the basis of their own car project. I don't think it would have operated necessarily as its own subsidiary. I think it would have been the beginnings of, you know, an Apple vehicle.”
Gurman: Apple car core design resembled the Volkswagen ID Buzz
“And I think that the very core of the car looked something like the Volkswagen ID Buzz,
Which is their, you know, new generation concept reimagining of the 19 fifties, 19 sixties micro bus, right?”
Gurman: Apple Vision Pro was an 8-to-10-year development effort
“The Vision Pro went on sale in February, 2024, so a little bit earlier this year. But development of that project kicked off around the same time as the Apple Car project, and you can argue the Vision Pro was an eight, nine, year, 10 program as well.”
Gurman: Apple held partnership talks with Mercedes, BMW, McLaren, and Canoo
“Flew throughout the world to meet with different car manufacturers. They held discussions with Mercedes, Volkswagen, BMW, McLaren, self-driving company called Canoe. If you can name the company, they thought about working with them in some fashion.”
Gurman: Apple Car project faced early rift over autonomy levels
“The big disagreement that, that Apple was facing from the get-go of the project was the level of autonomy to work through, right? Would it be something close to no autonomy? Would it be something like level two, like you see in a Tesla? Would it be level five …”