"The haters will continue to hate on Apple and that narrative has been around the last five years." — Analyst Daniel Ives
Read More Wedbush sticks with its Street-high $325 Apple target
"Apple AI is still a non-factor in buying decisions, with limited consumer interest." — Analysts John Vinh and Brandon Nispel
Read More KeyBanc is sticking with its $200 Apple price target
"The scaling laws that have observed improvements in model performance as parameters, data and compute are increased have stopped working."
Read More Richard Windsor: AI is getting no closer to its goal
"Hong Kong-listed shares of Alibaba surged on Thursday to hit their highest level since 2022."
Read More Alibaba confirms Apple deal for Chinese AI, shares pop
"As a reminder, Samsung is partnering with Baidu for AI features in China." — Analyst Samik Chatterjee
"Of all regions, Chinese iPhone users are most willing to pay for unlimited access to Apple Intelligence, despite having never used the features." — Analyst Erik Woodring
Read More Morgan Stanley: The Chinese are more than ready for Apple Intelligence (charts)
Apple and Alibaba have submitted the Chinese AI features they co-developed for approval by China’s cyberspace regulator, the person added, indicating that the partnership has gained significant progress.
Read More The Information: Apple is working with Alibaba to deliver AI in China
"Apple could have the last laugh since it is a true ‘toll road’ to mobile AI." — Melius analyst Ben Reitzes
From "Really worried that Apple Intelligence won't drive an upgrade cycle, says Needham's Laura Martin" which aired Wednesday on CNBC.
Ed Zitron on the AI bubble
1 year ago
1 year agoI had to stop my car to listen to this all the way to the end.
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