"Foundation models are becoming commoditized, and Apple is better off letting AI mature into table-stakes technology before rejoining the fray — something that almost assuredly needs to happen for next year’s updates."
Read More Mark Gurman: Sitting out the AI race may have been Apple's smartest move
"We are going back to the roots of Apple. They are an excellent phone maker."
Read More Alex Kantrowitz: What the long iPhone 17 lines say about Apple Intelligence
2 months agoFrom Gurman's "Apple AI and Search Executive Robby Walker to Leave Company" posted Friday by Bloomberg.
"The smaller models of today are much more capable than the larger models of last year." — Counterpoint's Mohit Agrawal
Read More The Economist: 'Good news for AI laggards like Apple'
Anthropic trained Claude on database of works it knew were pirated, and now it has to pay $1.5 billion to the authors.
Read More Did Apple buy a copy of every book it's using to train its AI?
"The industry narrative says Apple is late to AI, but the consumer data says Apple's timing may be just right."
Read More Apple's customers care less about AI features than cost, battery life or cameras
2 months ago"Yesterday, Apple had no cards. Today they have all of the cards."
"In our view, what needs to be settled before shares can regain more momentum is clarity on Apple’s AI strategy, which recent reports indicate is slowly emerging following a shake-up of the Apple Intelligence team earlier this year." — Analyst Erik Woodring
Read More Morgan Stanley: The path to Apple's outperformance gets clearer
2 months ago"Apple is aiming to release the service, described by some executives as an “answer engine,” in the spring as part of a long-delayed overhaul to Siri."
“I think this is what everyone who’s holding shares of Apple... wants them to do.”
Read More Josh Brown: Apple will pop $30 the day it buys Perplexity
19 Comments