"Not even Mr. Altman can keep juggling indefinitely."
"In short, I think Apple has made a good decision here for short term reasons, but I don’t think it’s a short-term decision."
Read More Ben Thompson: With Gemini, Apple has sealed its fate
"With Apple dependent on Google, there is no way that its agent will be better than Google’s."
Read More Richard Windsor: Apple and Google — Desperate Times
7 months ago"Apple's decision to use Google's Gemini models for Siri shifts OpenAI into a more supporting role." — Equisights' Pxarth Talsania
A place for Apple traders and investors to share their best ideas.
8 months agoFrom Evan Gorelick's "Rage Quit" which landed on my desktop Friday via the New York Times.
It's not about AI. It's about replacing general-purpose computing with what Jensen Huang calls "accelerated computing."
Read More The trillions spent on new computing infrastructure suddenly makes sense to me
"This isn’t the best performance in the world, but it is super cool."
Read More How to build a powerful LLM machine by Thunderbolting four Apple Mac Studios together
"You want to fade the AI? You done? Then buy Apple."
Read More Jim Cramer: Apple will be the beneficiary of the hyperscalers' investments in AI











16 Comments