Fortnite isn’t TikTok. There would be protests at Apple stores. The only way TikTok is removed from the App Store is by a government order. Even then it’ll be a nightmare for Apple and Google.

The only way Apple removes TikTok over this is if it wants to destroy itself.

In case you missed it: New iOS 18, Vision Pro 2 and Apple AI details, iPad Pro will run M4 chip and more bloomberg.com/news/newslette…

NEW: Apple is now engaged in talks with OpenAI on using its technology to power some AI features in iOS 18. Talks with Google remain ongoing. bloomberg.com/news/articles/…

The new Apple Pencil will be a big focus at the May 7 iPad Let Loose event. A new detail: it’ll have haptic feedback for the first time alongside the new gestures. bloomberg.com/news/newslette…

New Vision Pro details: Roadmap doesn’t call for a new model until Fall 2026, as the company struggles to figure out how to make a cheaper version; VisionOS 2.0 is catch-up release, not a game-changer; Expansion to China is happening in very near future. bloomberg.com/news/newslette…

Power On: Apple’s top rivals — Google and Meta — retool their product development process as they smell an opportunity to better compete with Apple. bloomberg.com/news/newslette…

New iPad Pro details: There is a strong possibility the new model will run the M4 chip, which will include a huge focus on AI. M4 chips are coming to the Mac later this year in an acceleration for Apple Silicon. bloomberg.com/news/newslette…

More Apple retail-related news: At some stores, employees are being asked to fill out surveys after giving Vision Pro demos in a push to close a sale. The Beats Solo 4 are going on sale May 2 and are en-route to Apple stores. bloomberg.com/news/newslette…

Some more iOS 18 details: There will be major upgrades to Mail, Photos, Fitness and Notes, but don’t expect a full design overhaul. bloomberg.com/news/newslette…

New Apple AI details: There are concerns at high levels of Apple about whether people will actually use the new AI features. Some new features: auto-summarizing articles in Safari and missed notifications. Chatbot talks ongoing with Google and OpenAI. bloomberg.com/news/newslette…

The new Apple Pencil will be a big focus at the May 7 iPad Let Loose event. A new detail: it’ll have haptic feedback for the first time alongside the new gestures. bloomberg.com/news/newslette…

New iPad Pro details: There is a strong possibility the new model will run the M4 chip, which will include a huge focus on AI. M4 chips are coming to the Mac later this year in an acceleration for Apple Silicon. bloomberg.com/news/newslette…

New Vision Pro details: Roadmap doesn’t call for a new model until Fall 2026, as the company struggles to figure out how to make a cheaper version; VisionOS 2.0 is catch-up release, not a game-changer; Expansion to China is happening in very near future. bloomberg.com/news/newslette…

Power On: Apple’s top rivals — Google and Meta — retool their product development process as they smell an opportunity to better compete with Apple. bloomberg.com/news/newslette…

Apple’s iOS 18 features they will highlight at WWDC are based on an in-house model. The talks with OpenAI and Google are for a chatbot/search component.

NEW: Apple is now engaged in talks with OpenAI on using its technology to power some AI features in iOS 18. Talks with Google remain ongoing. bloomberg.com/news/articles/…

Apple’s lead marketer for the Vision Pro has retired bloomberg.com/news/articles/…

When was the market consensus 700K-800K units?

Mark Gurman has been saying for a while that Apple planned to sell 400K-500K units in 1 year.

(This picture is from July 2023)

This is indeed a video, not an in person event. But they’ll invite press for a hands on — probably in NY — on the launch day.