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Second thoughts about AIapple ai minsky papert8 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

Second thoughts about AI

"It’s hard, and it’s early and there’s not a clear value proposition yet for mainstream consumers." — Creative Strategies' Ben Bajarin

Read More Second thoughts about AI

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Hallucinations sent Apple Intelligence features back for fine tuningapple intelligence hallucinations news8 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

Hallucinations sent Apple Intelligence features back for fine tuning

"When you enable notification summaries, iOS 18.3 will make it clearer that the feature – like all Apple Intelligence features – is a beta."

Read More Hallucinations sent Apple Intelligence features back for fine tuning

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The risk to Apple from the rise of embedded SLMsapple small language models8 months ago
Published January 11, 2025 by Philip Elmer-DeWitt

The risk to Apple from the rise of embedded SLMs

"If this hardware structure is adopted by consumers, app aggregators (like AAPL, Android, Roku, Samsung, LG, etc) will become less valuable over time." — Needham analysts Laura Martin

Read More The risk to Apple from the rise of embedded SLMs

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More evidence Apple may have dodged an AI bulletapple dodged bullet AI9 months ago
Published January 6, 2025 by Philip Elmer-DeWitt

More evidence Apple may have dodged an AI bullet

Sam Altman says OpenAI is losing money on every $200/month subscription. 

Read More More evidence Apple may have dodged an AI bullet

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Tim Cook's uphill battleapple cook uphill battle9 months ago
Published December 31, 2024 by Philip Elmer-DeWitt

Tim Cook's uphill battle

From Hasan Chowdhury's "Apple's Vision Pro and AI bets are falling short of their promises" posted Tuesday by Business Insider.

Read More Tim Cook's uphill battle

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Apple is No. 6 in Wedbush's 'Top 10 Tech Winners for the AI Revolution'apple wedbush ai winners9 months ago
Published December 31, 2024 by Philip Elmer-DeWitt

Apple is No. 6 in Wedbush's 'Top 10 Tech Winners for the AI Revolution'

"The AI Software era is now here." — Analyst Daniel Ives

Read More Apple is No. 6 in Wedbush's 'Top 10 Tech Winners for the AI Revolution'

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Apple in 2025: Business Insider Pro's versionapple 2025 business insider9 months ago
Published December 28, 2024 by Philip Elmer-DeWitt

Apple in 2025: Business Insider Pro's version

"Timing is everything for Apple going into 2025."

Read More Apple in 2025: Business Insider Pro's version

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Why Apple is the best company to deliver AI to consumersapple julie biel cnbc9 months ago
Published December 27, 2024 by Philip Elmer-DeWitt

Why Apple is the best company to deliver AI to consumers

"When it comes to AI, this is the brand that has the most trust." — Kayne Anderson Rudnick's Julie Biel.

Read More Why Apple is the best company to deliver AI to consumers

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Apple's market cap makes the cut on NBC News (video)apple market cap NBC9 months ago
Published December 26, 2024 by Philip Elmer-DeWitt

Apple's market cap makes the cut on NBC News (video)

From "Apple is poised to become the first publicly traded company worth four trillion dollars" which aired Wednesday on NBC News.

Read More Apple's market cap makes the cut on NBC News (video)

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With Apple closing over $258, Maxim sticks to its $215 targetapple maxim forte 2159 months ago
Published December 24, 2024 by Philip Elmer-DeWitt

With Apple closing over $258, Maxim sticks to its $215 target

"I'm not yet sold that there's going to be an upgrade cycle." — Analyst Tom Forte

Read More With Apple closing over $258, Maxim sticks to its $215 target

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

Apple 3.0 Archives

Apple 2.0 Archives

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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