"Apple AI is still a non-factor in buying decisions, with limited consumer interest." — Analysts John Vinh and Brandon Nispel
Read More KeyBanc is sticking with its $200 Apple price target
"The scaling laws that have observed improvements in model performance as parameters, data and compute are increased have stopped working."
Read More Richard Windsor: AI is getting no closer to its goal
"Hong Kong-listed shares of Alibaba surged on Thursday to hit their highest level since 2022."
Read More Alibaba confirms Apple deal for Chinese AI, shares pop
J.P. Morgan measures Apple's Alibaba tailwind
7 months ago
7 months ago"As a reminder, Samsung is partnering with Baidu for AI features in China." — Analyst Samik Chatterjee
"Of all regions, Chinese iPhone users are most willing to pay for unlimited access to Apple Intelligence, despite having never used the features." — Analyst Erik Woodring
Read More Morgan Stanley: The Chinese are more than ready for Apple Intelligence (charts)
Apple and Alibaba have submitted the Chinese AI features they co-developed for approval by China’s cyberspace regulator, the person added, indicating that the partnership has gained significant progress.
Read More The Information: Apple is working with Alibaba to deliver AI in China
"Apple could have the last laugh since it is a true ‘toll road’ to mobile AI." — Melius analyst Ben Reitzes
Why Needham's Laura Martin cut her Apple numbers
8 months ago
8 months agoFrom "Really worried that Apple Intelligence won't drive an upgrade cycle, says Needham's Laura Martin" which aired Wednesday on CNBC.
Ed Zitron on the AI bubble
8 months ago
8 months agoI had to stop my car to listen to this all the way to the end.
"Apple now risks making a bigger misstep by failing to find a 'next big thing' — the kind of moneymaking idea that turned it into a $3.5 trillion company."
Read More Mark Gurman: Apple is missing the boat on AI, AR, autonomous systems, more
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