From Gurman's "Apple Poised to Get OpenAI Board Observer Role as Part of AI Pact" posted Tuesday by Bloomberg.
Apple gets a seat at OpenAI's table — for cheap
10 months ago
10 months ago
Gene Munster thinks that's too low. He's putting his money on 10% or greater.
Read More The Street is looking for Apple to grow 7% in 2025 (video)
Revisiting the Apple-Meta genAI deal that wasn't
10 months ago
10 months agoFrom John Gruber's "Gurman just pantsed the WSJ on their report about Apple and Meta working on a AI deal" posted last week on Daring Fireball.
Business Insider: Get ready for smartphone WWII
10 months ago
10 months ago"The original smartphone wars were so intense for Steve Jobs he once declared that he'd start a 'thermonuclear war.'"
"It shouldn’t be a major engineering task, given that visionOS is a variant of the existing iPadOS software."
Read More Mark Gurman: How hard could it be to pour Apple Intelligence into the goggles?
Mark Gurman: How Apple hopes to monetize AI
10 months ago
10 months ago"Though Apple Intelligence will be free to start, the long-term plan is to make money off the capabilities."
GenAI will only take you so far, warns Mr. iRobot
10 months ago
10 months ago"When you have 10,000 orders that just came in that you have to ship in two hours, you have to optimize for that. Language is not gonna help; it’s just going to slow things down."
Fast Company: Apple AI services could go boom
10 months ago
10 months agoApple Intelligence "opens the door to a meaningful boost in Apple’s services revenue, its most profitable business and its fastest-growing."
Oppenheimer raises Apple target $50 to $250
10 months ago
10 months ago"We suspect that WWDC showcased only a fraction of what Apple Intelligence could do in the future." — Analyst Martin Yang
"We view conversational AI with context and privacy as key to monetization of the installed base of Apple devices over time." — Analyst Wamsi Mohan
Read More BofA takes a deep dive into Apple services in the Apple Intelligence era
8 Comments