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Philip Elmer‑DeWitt

Apple 3.0

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15 hours ago

Published November 12, 2025 by Philip Elmer-DeWitt

Apple as AI safe harbor

Light footprint, fortress balance sheet, massive cash reserves.

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Philip Elmer-DeWitt — Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

9to5Mac
Above Avalon ($)
AppleInsider
Apple Investor News
Asymco
Daring Fireball
Deagol's AAPL Model
MacDailyNews
Monday Note
Six Colors
Stratechery ($)
Techpinions ($)
Tommo.fyi

Apple 3.0

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