"The absence of AI features on Chinese iPhones had been cited as a factor weighing on sales as consumers gravitated toward domestic brands offering built-in AI assistants."
Read More Reuters: Apple will be the first U.S. firm to crack the Chinese AI market
1 week ago"The endgame of AI is not four companies renting you intelligence by the token from a datacenter in Virginia."
"Apple is not an investment story. Apple is not a finance story. Apple is all about long-term advantage acquired by investing in hardware and customer experiences."
Read More Nate B. Jones: Apple is playing a 20 to 30-year AI game (video)
"They used a high-margin cash generation machine to fund a low-margin leasing business — and took on the balance-sheet risk OpenAI didn't want to carry."
Read More Apple-AI enthusiast Errol Brandt looks forward to Oracle's comeuppance
“This AI thing better work out because if it doesn’t ... we’re going to have a problem.” — Apollo Global Management's Torsten Slok
"Apple Intelligence was both the worst and best thing to happen to Apple as far as the AI bubble goes." — AI skeptic Ed Zitron From…
From "Dan Niles on the biggest issue with Apple" which aired Monday on CNBC.
Read More Dan Niles on Apple AI: 'Sometimes you get lucky for being incompetent'
3 weeks ago"If it's wrong, it will not survive."
"On-device frontier inference would re-rate Apple from AI-loser to AI-distribution-owner."
Read More Angel investor Jason Calacanis calls Apple a 'screaming buy'
"The iPhone maker is letting its Mag Seven peers pony up for AI research and development, and is ready to swoop in to grab the best models when the dust settles."
Read More Barron's: What Apple learned from J.D. Rockefeller
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