In advance of our panel at the 28th Annual Needham Growth Conference Tuesday, Horace Dediu prepared responses to analyst Laura Martin's questions.
Read More Horace Dediu's answers to Laura Martin's Apple bull-vs.-bear Qs
You could argue Apple made the right call from a business standpoint, but was it the right Apple move?
Read More 'For an AI loser, Apple did an awful lot of winning last year'
"I think that the ChatGPT integration is going to die on the vine."
Read More Gene Munster says the Apple-Gemini deal could be worth $5B, not $1B, to Google
Some of the features will launch this spring. Others, including Siri’s ability to remember past conversations it had with a customer, or proactive features that could suggest they leave home to avoid traffic ahead of an airport pickup that’s listed on their Apple calendar, are expected to be announced at the company’s annual developer conference in June.
Read More The Information: We won't see the best of Siri's Gemini-powered features until WWDC
From Omar Sohail's "Apple’s In-House Server Chips Reportedly Entering Mass Production In H2 2026, But The Company Is Expected To Face Two Short-Term Challenges With AI Development" posted Tuesday by wccftech:
Read More Baltra, Apple's in-house accelerated computing chip, is late to the party
When will OpenAI go broke?
1 month ago
1 month ago"Not even Mr. Altman can keep juggling indefinitely."
"In short, I think Apple has made a good decision here for short term reasons, but I don’t think it’s a short-term decision."
Read More Ben Thompson: With Gemini, Apple has sealed its fate
"With Apple dependent on Google, there is no way that its agent will be better than Google’s."
Read More Richard Windsor: Apple and Google — Desperate Times
Apple goes with Google
1 month ago
1 month ago"Apple's decision to use Google's Gemini models for Siri shifts OpenAI into a more supporting role." — Equisights' Pxarth Talsania
"Vision Pro remains an ultra-niche proof of concept with no commercial footprint to speak of, while Apple Intelligence is palpably behind the AI offerings of other companies. At least one of these needs to deliver in 2026."
Read More Macworld anticipates a 'wild ride' for Apple in 2026
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