From Gurman's "Apple AI and Search Executive Robby Walker to Leave Company" posted Friday by Bloomberg.
"The smaller models of today are much more capable than the larger models of last year." — Counterpoint's Mohit Agrawal
Read More The Economist: 'Good news for AI laggards like Apple'
Anthropic trained Claude on database of works it knew were pirated, and now it has to pay $1.5 billion to the authors.
Read More Did Apple buy a copy of every book it's using to train its AI?
"The industry narrative says Apple is late to AI, but the consumer data says Apple's timing may be just right."
Read More Apple's customers care less about AI features than cost, battery life or cameras
Jim Cramer: Apple's luck turned on Tuesday
2 weeks ago
2 weeks ago"Yesterday, Apple had no cards. Today they have all of the cards."
"In our view, what needs to be settled before shares can regain more momentum is clarity on Apple’s AI strategy, which recent reports indicate is slowly emerging following a shake-up of the Apple Intelligence team earlier this year." — Analyst Erik Woodring
Read More Morgan Stanley: The path to Apple's outperformance gets clearer
Mark Gurman: Apple is rolling its own GenAI
2 weeks ago
2 weeks ago"Apple is aiming to release the service, described by some executives as an “answer engine,” in the spring as part of a long-delayed overhaul to Siri."
“I think this is what everyone who’s holding shares of Apple... wants them to do.”
Read More Josh Brown: Apple will pop $30 the day it buys Perplexity
CNBC's Apple watchers find themselves on opposite sides of the question.
Read More Should Apple buy Perplexity's AI agent or roll its own? (video)
Among the potential targets Apple executives have discussed are Mistral AI, a Paris-based rival to OpenAI, and AI-powered search engine Perplexity.
Read More Guess who at Apple is pushing hardest for an AIquisition
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