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Apple's Glowtime: What the talking heads are sayingapple glowtime talking heads10 months ago
Published September 10, 2024 by Philip Elmer-DeWitt

Apple's Glowtime: What the talking heads are saying

The clips that caught my eye. More as they come in.

Read More Apple's Glowtime: What the talking heads are saying

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WSJ: 'Will artificial intelligence help Apple sell more iPhones?'apple wsj glowtime walkup10 months ago
Published September 9, 2024 by Philip Elmer-DeWitt

WSJ: 'Will artificial intelligence help Apple sell more iPhones?'

"AI hasn’t resonated yet with the masses." — BayState's Cliff Maldonado

Read More WSJ: 'Will artificial intelligence help Apple sell more iPhones?'

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NYT's Tripp Mickle on Apple, generative AI and the technology's viabilityapple ai nyt mickle10 months ago
Published September 9, 2024 by Philip Elmer-DeWitt

NYT's Tripp Mickle on Apple, generative AI and the technology's viability

"As a latecomer to the A.I. party, Apple is in a position to take the technology mainstream — or sow fresh doubt about its viability if it doesn’t live up to expectations."

Read More NYT's Tripp Mickle on Apple, generative AI and the technology's viability

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This year, non-Pro iPhones are invited to the partyapple regular iphones ai10 months ago
Published September 8, 2024 by Philip Elmer-DeWitt

This year, non-Pro iPhones are invited to the party

"It’s very likely that all of the iPhone 16 models will be able to run Apple Intelligence, which Apple is hoping will be a big upgrade driver."

Read More This year, non-Pro iPhones are invited to the party

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Mark Gurman: 'Allow me to provide a dose of reality'apple gurman ai supercycle10 months ago
Published September 8, 2024 by Philip Elmer-DeWitt

Mark Gurman: 'Allow me to provide a dose of reality'

An iPhone super cycle is "simply unlikely this year."

Read More Mark Gurman: 'Allow me to provide a dose of reality'

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'What to expect' at Apple's Glowtime event was a must-post videoapple glowtime expect videos10 months ago
Published September 7, 2024 by Philip Elmer-DeWitt

'What to expect' at Apple's Glowtime event was a must-post video

The clips that caught my eye. More as they come in.

Read More 'What to expect' at Apple's Glowtime event was a must-post video

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Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal waveapple tidal wave ives11 months ago
Published September 6, 2024 by Philip Elmer-DeWitt

Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal wave

"Apple and its golden iOS ecosystem hold the only keys to the castle of 2.2 billion iOS devices worldwide."

Read More Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal wave

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This portfolio manager likes Apple, but not Apple Intelligence (video)apple coons cash ai11 months ago
Published September 4, 2024 by Philip Elmer-DeWitt

This portfolio manager likes Apple, but not Apple Intelligence (video)

"What we like is that it's a sustained business that pushes off a lot of cash flow without a lot of effort." — Winthrop's Adam Coons

Read More This portfolio manager likes Apple, but not Apple Intelligence (video)

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Can Apple build another $100 billion business with AI? (video)apple munster clinton nvidia11 months ago
Published August 31, 2024 by Philip Elmer-DeWitt

Can Apple build another $100 billion business with AI? (video)

Gene Munster and Doug Clinton explore the implications of Apple taking a stake in OpenAI.

Read More Can Apple build another $100 billion business with AI? (video)

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Why Deepwater's Doug Clinton doesn't own Apple (video)apple ai destiny clinton11 months ago
Published August 31, 2024 by Philip Elmer-DeWitt

Why Deepwater's Doug Clinton doesn't own Apple (video)

From "Apple doesn't own its own AI destiny, says Deepwater's Doug Clinton" which aired Thursday on CNBC.

Read More Why Deepwater's Doug Clinton doesn't own Apple (video)

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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 ($)
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