Daniel Ives: In AI, Apple is a have-not. Given the App Store, they're front and center

From "Wedbush's Dan Ives: 80% of Musk lawsuit against Apple, OpenAI is 'noise'" which aired Monday on CNBC.

7 Comments

Richard Windsor: 'Apple AI – Desperate Days'

3 weeks ago

Published August 26, 2025 by Philip Elmer-DeWitt

Richard Windsor: 'Apple AI – Desperate Days'

"If users begin to use AI agents on smartphones to carry out tasks on their behalf, then the Apple user experience as it stands today would go from the best in the industry to the worst."

8 Comments

Mark Gurman: My reporting about Apple and Google's AI made both stocks pop

4 weeks ago

Published August 22, 2025 by Philip Elmer-DeWitt

Mark Gurman: My reporting about Apple and Google's AI made both stocks pop

The iPhone maker recently approached Alphabet Inc.’s Google to explore building a custom AI model that would serve as the foundation of the new Siri next year, according to people familiar with he matter.

13 Comments

Mark Gurman: Meta poaches 6th Apple AI guy

4 weeks ago

Published August 22, 2025 by Philip Elmer-DeWitt

Mark Gurman: Meta poaches 6th Apple AI guy

"For Apple, the exodus has brought more upheaval to an AI effort that’s already struggling."

10 Comments

Google AI goes nuclear

1 month ago

Published August 19, 2025 by Philip Elmer-DeWitt

Google AI goes nuclear

Hermes 2 is the first deployment under an agreement that Google and Kairos signed last year to launch the startup’s nuclear technology at a commercial scale.

How Zuck blew AI

"Meta was teeming with top AI talent, until it wasn’t."

CNN: OpenAI's Sam Altman is making 'sweaty apologies' for GPT-5

"The messy rollout speaks to how the AI industry as a whole is struggling to prove themselves as producers of consumer goods."

12 Comments

Perplexity's bid for Google's Chrome complicates any acquisition plans Apple may have

1 month ago

Published August 12, 2025 by Philip Elmer-DeWitt

Perplexity's bid for Google's Chrome complicates any acquisition plans Apple may have

Perplexity said its offer to buy Chrome is “designed to satisfy an antitrust remedy in highest public interest by placing Chrome with a capable, independent operator.”