From Mickle's "Will A.I. Be a Bust? A Wall Street Skeptic Rings the Alarm." in Thursday's New York Times.
Goldman Sachs and Sequoia have soured on AI
10 months ago
10 months ago
From an AIPRM press release that landed on my desktop.
Read More Top global hotspots for AI start-ups: U.S., Singapore and ... Sweden?
Sam Altman: Deep learning will work, real soon now
10 months ago
10 months ago"There are a lot of details we still have to figure out, but it’s a mistake to get distracted by any particular challenge."
Read More Sam Altman: Deep learning will work, real soon now
Would Apple restart this?
10 months ago
10 months agoNever before has a U.S. nuclear plant come back into service after being decommissioned, and never before has all of a single commercial nuclear power plant’s output been allocated to a single customer.
"In the current state, most of the use cases offered through Apple Intelligence, or even by other OEMs, are generally 'nice to have'."
Read More Counterpoint: No supercycle — more like a step cycle — for the iPhone 16
From "Expect Apple to benefit from its Apple Intelligence software, says Bernstein's Toni Sacconaghi" which aired Friday on CNBC.
Read More Apple's going to sell 25% more iPhones — eventually — says Toni Sacconaghi
WSJ: For Apple and Google, AI is just a feature
10 months ago
10 months agoFrom Christopher Mims' "What Is AI Best at Now? Improving Products You Already Own" posted Friday by the Wall Street Journal.
Three Apple Intelligence promotional videos
10 months ago
10 months agoThese dropped overnight in advance of the Friday morning preorder opportunity.
Goldman Sachs' Michael Ng is 'constructive' on Apple
10 months ago
10 months ago"No huge surprises," he said of Apple's Glowtime event. "I think it was straight down the fairway."
Read More Goldman Sachs' Michael Ng is 'constructive' on Apple
Low-hanging fruit
10 months ago
10 months agoFrom Ethan Wolff-Mann's "Apple picks the low-hanging fruit in iPhone unveil" posted Wednesday by Yahoo!Finance.
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