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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Mark Gurman: Meta poaches 6th Apple AI guyapple meta sixth ai guy12 months ago
Published August 22, 2025 by Philip Elmer-DeWitt

Mark Gurman: Meta poaches 6th Apple AI guy

"For Apple, the exodus has brought more upheaval to an AI effort that’s already struggling."

Read More Mark Gurman: Meta poaches 6th Apple AI guy

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Google AI goes nuclearapple ai google nuke12 months ago
Published August 19, 2025 by Philip Elmer-DeWitt

Google AI goes nuclear

Hermes 2 is the first deployment under an agreement that Google and Kairos signed last year to launch the startup’s nuclear technology at a commercial scale.

Read More Google AI goes nuclear

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How Zuck blew AImeta zuckerberg squandered AI apple1 year ago
Published August 16, 2025 by Philip Elmer-DeWitt

How Zuck blew AI

"Meta was teeming with top AI talent, until it wasn’t."

Read More How Zuck blew AI

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CNN: OpenAI's Sam Altman is making 'sweaty apologies' for GPT-5apple altman gpt-5 retina1 year ago
Published August 14, 2025 by Philip Elmer-DeWitt

CNN: OpenAI's Sam Altman is making 'sweaty apologies' for GPT-5

"The messy rollout speaks to how the AI industry as a whole is struggling to prove themselves as producers of consumer goods."

Read More CNN: OpenAI's Sam Altman is making 'sweaty apologies' for GPT-5

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Perplexity's bid for Google's Chrome complicates any acquisition plans Apple may haveapple perplexity google chrome1 year ago
Published August 12, 2025 by Philip Elmer-DeWitt

Perplexity's bid for Google's Chrome complicates any acquisition plans Apple may have

Perplexity said its offer to buy Chrome is “designed to satisfy an antitrust remedy in highest public interest by placing Chrome with a capable, independent operator.”

Read More Perplexity's bid for Google's Chrome complicates any acquisition plans Apple may have

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Privacy is Apple's Achilles heel — or is it genAI's?apple ai achilles privacy1 year ago
Published August 9, 2025 by Philip Elmer-DeWitt

Privacy is Apple's Achilles heel — or is it genAI's?

WSJ: While Apple gives priority to privacy, Meta and OpenAI are talking about AI-powered by devices gobbling up user information.

Read More Privacy is Apple's Achilles heel — or is it genAI's?

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Saturday Apple video: Fall previewapple saturday fall preview1 year ago
Published August 9, 2025 by Philip Elmer-DeWitt

Saturday Apple video: Fall preview

Here's a bunch of new stuff that's supposed to be coming in September (from WWDC25).

Read More Saturday Apple video: Fall preview

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Daniel Ives: WIll Apple be the Blackberry of AI?apple blackberry ai wedbush1 year ago
Published August 8, 2025 by Philip Elmer-DeWitt

Daniel Ives: WIll Apple be the Blackberry of AI?

"We lay out the 3 things that Cook and Apple need to do to prove this will not be a melting ice cube AI strategy and make sure Cupertino is not watching this AI Party through the windows."

Read More Daniel Ives: WIll Apple be the Blackberry of AI?

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Tae Kim: 'Apple is being way too timid and hesitant'apple existential tae kim1 year ago
Published August 5, 2025 by Philip Elmer-DeWitt

Tae Kim: 'Apple is being way too timid and hesitant'

"Classic innovator’s dilemma. Too worried about protecting profit margins, while they are being disrupted by the next computing shift."

Read More Tae Kim: 'Apple is being way too timid and hesitant'

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Ben Thompson: For Apple, AI is — at least in the short to medium term — not an existential threatapple thompson ai existential1 year ago
Published August 5, 2025 by Philip Elmer-DeWitt

Ben Thompson: For Apple, AI is — at least in the short to medium term — not an existential threat

"This... makes it extremely difficult for a mere manager to contemplate spending 10x or 20x in CapEx to pursue a model of computing that isn’t in the company’s nature."

Read More Ben Thompson: For Apple, AI is — at least in the short to medium term — not an existential threat

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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.]

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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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