From "Apple has a trojan horse in Siri, but it's still in the barn, says Requisite’s Bryn Talkington" which aired Thursday on CNBC.
Read More She halved her Apple holdings in December amid iPhone AI supercycle hype
Mark Gurman: Head rolled
2 months ago
2 months ago"Tim Cook has lost confidence in the ability of AI head John Giannandrea to execute on product development, so he’s moving over another top executive to help: Vision Pro creator Mike Rockwell."
"The part that people sometimes forget is that all of the $100 billion-plus free cash flow comes back to you, the shareholder. It doesn't get invested in CPUs. It doesn't get invested in buying security companies."
Read More Evercore's Amit Daryanani explains his Apple target hike (video)
DarwinAI has developed methods for speeding up the training of AI models, while making them smaller and faster and giving users a window into how the systems are making decisions.
Read More A deep look at Apple's 2024 acquisition of DarwinAI
WSJ: Why Siri's delay cost Apple so dearly
2 months ago
2 months ago"AI hype propelled stock’s valuation during a weak iPhone cycle, making news of Siri delay extra costly."
The editor of Macworld weighs in on Siri's delay.
Read More Apple AI: 'A load of phony-baloney vaporware codswallop'
Jim Jordan wants to root out "woke" AI at Apple
2 months ago
2 months ago"The Committee on the Judiciary is conducting oversight of how and to what extent the executive branch coerced or colluded with artificial intelligence (AI) companies and other intermediaries to censor lawful speech."
From Gurman's "Apple’s AI crisis will be top of mind at Apple’s Top 100 executive offsite meeting this week." mailed Sunday to Bloomberg Technology subscribers.
Read More Mark Gurman: Heads unlikely to roll at Apple's offsite this week
"“This was not one of these situations where we get to show people our plan after it’s done,” he said. “We showed people before.”
Read More At all-hands meeting, Siri team leader throws marketing under the bus
"The good news is that Apple is still a huge cash machine."
Read More Maxim's Tom Forte: The lack of AI is costing Apple market share in China
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