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This is what 'Constitutional AI' looks likeapple amazon anthropic constitutional1 year ago
Published June 25, 2025 by Philip Elmer-DeWitt

This is what 'Constitutional AI' looks like

The facility will consume 2.2 gigawatts of electricity — enough to power a million homes. Each year, it will use millions of gallons of water to keep the chips from overheating.

Read More This is what 'Constitutional AI' looks like

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Macalope: Welcome to Vaporgate, the lawsuitapple intelligence vaporgate macalope1 year ago
Published June 24, 2025 by Philip Elmer-DeWitt

Macalope: Welcome to Vaporgate, the lawsuit

From the Macalope's "Those Apple AI rumors aren’t all that Perplexing when you think Intelligently about it" posted Tuesday by Macworld.

Read More Macalope: Welcome to Vaporgate, the lawsuit

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Ben Thompson: AI, for Apple, is a sustaining innovationapple ai thompson sustaining1 year ago
Published June 24, 2025 by Philip Elmer-DeWitt

Ben Thompson: AI, for Apple, is a sustaining innovation

A fresh look — using Clay Christensen's framework of sustaining versus disruptive innovation — at the impact of AI on Apple, Google, Meta, Microsoft and Amazon.

Read More Ben Thompson: AI, for Apple, is a sustaining innovation

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Shay Boloor: Apple hasn't lost the AI raceapple ai shaw boboor1 year ago
Published June 23, 2025 by Philip Elmer-DeWitt

Shay Boloor: Apple hasn't lost the AI race

If Apple really is circling names like Perplexity, Cohere, Mistral, and Databricks -- that’s not just a feature acquisition spree. That’s a declaration. A reframing.

Read More Shay Boloor: Apple hasn't lost the AI race

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Mark Gurman: The case for Apple swallowing Perplexity AIapple perplexity acquisition gurman1 year ago
Published June 22, 2025 by Philip Elmer-DeWitt

Mark Gurman: The case for Apple swallowing Perplexity AI

"Buying a multibillion-dollar AI company would represent a radical shift away from Apple’s conservative M&A strategy."

Read More Mark Gurman: The case for Apple swallowing Perplexity AI

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Apple & Perplexity AI: Tommo's for it (updated)apple perplexity tommo_UK1 year ago
Published June 22, 2025 by Philip Elmer-DeWitt

Apple & Perplexity AI: Tommo's for it (updated)

"Apple is not looking for a search engine. It’s looking for a brain."

Read More Apple & Perplexity AI: Tommo's for it (updated)

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Will Apple buy Perplexity? — with Bloomberg updateapple buy kantrowitz perplexity1 year ago
Published June 20, 2025 by Philip Elmer-DeWitt

Will Apple buy Perplexity? — with Bloomberg update

"Not likely! But Meta-Scale is so unlikely that I feel we aren’t living in a world of likelies." — Perplexity chief business officer Dmitry Shevelenko

Read More Will Apple buy Perplexity? — with Bloomberg update

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Apple's AI tortoise wins a transcription race with OpenAI's hareapple india steady gains1 year ago
Published June 18, 2025 by Philip Elmer-DeWitt

Apple's AI tortoise wins a transcription race with OpenAI's hare

Newly released to developers, Apple Intelligence's transcription tools are fast, accurate, and typically double the speed of OpenAI's longstanding equivalent.

Read More Apple's AI tortoise wins a transcription race with OpenAI's hare

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Apple is one step closer to bringing its AI to Chinaapple alibaba ai china1 year ago
Published June 18, 2025 by Philip Elmer-DeWitt

Apple is one step closer to bringing its AI to China

Alibaba has launched open-source models optimised for Apple’s MLX framework for machine learning. 

Read More Apple is one step closer to bringing its AI to China

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The Deepwater guys try to make an investment case for Apple AI (video)apple ai deepwater case1 year ago
Published June 16, 2025 by Philip Elmer-DeWitt

The Deepwater guys try to make an investment case for Apple AI (video)

"If you're saying that we have a safe device ecosystem that grows low single digits into perpetuity, that's not really that exciting of an investment case." — Deepwater's Doug Clinton

Read More The Deepwater guys try to make an investment case for Apple AI (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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Apple 2.0 Archives

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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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