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Mark Gurman: About that glow on the number 26apple gurman wwdc26 teaser12 hours ago
Published April 19, 2026 by Philip Elmer-DeWitt

Mark Gurman: About that glow on the number 26

"Siri’s new look is what Apple is highlighting in its teaser."

Read More Mark Gurman: About that glow on the number 26

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Neo isn't the only Mac that Apple can't build fast enoughapple mini sold out2 days ago
Published April 18, 2026 by Philip Elmer-DeWitt

Neo isn't the only Mac that Apple can't build fast enough

"It's the perfect storm of supply and demand."

Read More Neo isn't the only Mac that Apple can't build fast enough

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Re-training Apple's Siri teamapple siri boot camp4 days ago
Published April 15, 2026 by Philip Elmer-DeWitt

Re-training Apple's Siri team

The company’s Siri group... has developed a reputation as a laggard inside Apple.

Read More Re-training Apple's Siri team

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Apple's accidental AI moatapple accidental ai moat7 days ago
Published April 13, 2026 by Philip Elmer-DeWitt

Apple's accidental AI moat

"If intelligence becomes abundant, context becomes the scarce resource." — Alfonso de la Rocha

Read More Apple's accidental AI moat

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Benedict Evans on Apple AIapple ai benedict evans3 weeks ago
Published March 31, 2026 by Philip Elmer-DeWitt

Benedict Evans on Apple AI

"There’s a view going around now that Apple and Tim Cook are being geniuses in sitting out the AI capex surge, which doesn’t make much sense to me."

Read More Benedict Evans on Apple AI

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Can Apple build an AI with a human face?apple ai friendly face3 weeks ago
Published March 31, 2026 by Philip Elmer-DeWitt

Can Apple build an AI with a human face?

Fifty-five percent of Americans say AI will do more harm than good in their day-to-day lives, an 11% increase since last April, according to poll results released Monday.

Read More Can Apple build an AI with a human face?

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Apple as AI distributorapple ai distributor parekh3 weeks ago
Published March 30, 2026 by Philip Elmer-DeWitt

Apple as AI distributor

"Now Apple is ready to flex its distribution capabilities to over two billion Apple iPhone and Mac users globally, with all manner of AI products."

Read More Apple as AI distributor

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Mark Gurman: Forget AI, Apple's core strength is hardwareapple gurman ai strategy3 weeks ago
Published March 29, 2026 by Philip Elmer-DeWitt

Mark Gurman: Forget AI, Apple's core strength is hardware

"The opportunity to turn Apple Intelligence into a moneymaker has effectively passed."

Read More Mark Gurman: Forget AI, Apple's core strength is hardware

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KeyBanc cheers Apple's monetization pushapple keybanc monetization3 weeks ago
Published March 27, 2026 by Philip Elmer-DeWitt

KeyBanc cheers Apple's monetization push

"It remains to be seen how well Apple Intelligence features will integrate, which will be key in a successful re-launch." — Analyst Brandon Nispel

Read More KeyBanc cheers Apple's monetization push

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Wedbush's Street-high $350 Apple target is nearly $100 above the share priceapple wedbush ives walls3 weeks ago
Published March 27, 2026 by Philip Elmer-DeWitt

Wedbush's Street-high $350 Apple target is nearly $100 above the share price

"Apple remains one of our favorite tech names and one of our IVES AI 30 winners as the consumer AI Revolution ultimately goes through the walls of Cupertino." — Analyst Daniel Ives

Read More Wedbush's Street-high $350 Apple target is nearly $100 above the share price

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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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Apple 2.0 Archives

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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
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