Errol Brandt: A tale of two awesome families of Apple chips (video)

"On-device AI has been in your pocket for a decade. It just wasn't sold as AI. It was sold as a camera."

3 Comments

Apple confirms reports of layoffs in Siri and Vision Pro teams

2 months ago

Published August 21, 2026 by Philip Elmer-DeWitt

Apple confirms reports of layoffs in Siri and Vision Pro teams

"We are grateful to these team members for their contributions, and we are committed to supporting them throughout their transition, including opportunities to apply for other roles at Apple."

9 Comments

Bloomberg: Apple's modest CapEx is dragging it down

2 months ago

Published August 19, 2026 by Philip Elmer-DeWitt

Bloomberg: Apple's modest CapEx is dragging it down

"Apple, which has opted to power its AI services through partnerships and avoid the costly arms race for computing infrastructure, is among the 25 worst performing stocks in the S&P 500 Index over the past three weeks."

11 Comments

Reuters: Apple will be the first U.S. firm to crack the Chinese AI market

2 months ago

Published August 14, 2026 by Philip Elmer-DeWitt

Reuters: Apple will be the first U.S. firm to crack the Chinese AI market

"The absence of AI features on Chinese iPhones had been cited as a factor weighing on sales as consumers gravitated toward domestic brands offering built-in AI assistants."

4 Comments

How Apple wins AI's endgame

2 months ago

Published August 7, 2026 by Philip Elmer-DeWitt

How Apple wins AI's endgame

"The endgame of AI is not four companies renting you intelligence by the token from a datacenter in Virginia."

Nate B. Jones: Apple is playing a 20 to 30-year AI game (video)

"Apple is not an investment story. Apple is not a finance story. Apple is all about long-term advantage acquired by investing in hardware and customer experiences."

8 Comments

Apple-AI enthusiast Errol Brandt looks forward to Oracle's comeuppance

3 months ago

Published August 3, 2026 by Philip Elmer-DeWitt

Apple-AI enthusiast Errol Brandt looks forward to Oracle's comeuppance

"They used a high-margin cash generation machine to fund a low-margin leasing business — and took on the balance-sheet risk OpenAI didn't want to carry."