Another week, another AI guy leaving Apple for Meta

"Just weeks ago, he was appointed head of a team called Answers, Knowledge and Information." — Mark Gurman

10 Comments

Apple's go-to chipmaker raises its guidance — again

8 months ago

Published October 16, 2025 by Philip Elmer-DeWitt

Apple's go-to chipmaker raises its guidance — again

"The outlook hike was striking given Taiwan’s biggest company last raised its guidance just three months ago, igniting a rally that’s tacked on more than $260 billion to its market value."

3 Comments

Are we in an AI bubble? The Wall Street Journal seems to think so.

8 months ago

Published October 13, 2025 by Philip Elmer-DeWitt

Are we in an AI bubble? The Wall Street Journal seems to think so.

Seven "AI bubble" headlines in the space three months.

22 Comments

Apple to snap up Prompt AI

8 months ago

Published October 11, 2025 by Philip Elmer-DeWitt

Apple to snap up Prompt AI

"While Prompt AI’s technology and the Seemour app were working well, the business model wasn’t."

Richard Windsor: Why Apple will have to buy its way out of its AI dilemma

"Apple is hoping to launch the revamped assistant in March 2026 with a full overhaul of the AI experience at the end of 2026."

12 Comments

Saturday Apple video: A dud out of the gate

9 months ago

Published September 27, 2025 by Philip Elmer-DeWitt

Saturday Apple video: A dud out of the gate

Bloomberg presents Mark Gurman on Apple Intelligence.

7 Comments

CNBC discovers Apple silicon

9 months ago

Published September 22, 2025 by Philip Elmer-DeWitt

CNBC discovers Apple silicon

"They want the iPhone to be the best place for developers to run AI." — Creative Strategies Ben Bajarin

Mark Gurman: Sitting out the AI race may have been Apple's smartest move

"Foundation models are becoming commoditized, and Apple is better off letting AI mature into table-stakes technology before rejoining the fray — something that almost assuredly needs to happen for next year’s updates."