Tested every which way against the leaders, Apple Intelligence (either on device or on the server) scores well, not great.
Read More Cult of Mac takes a deep dive into an Apple Foundation Model white paper
WSJ: Apple has its eye on OpenAI
1 year ago
1 year ago"Investing in OpenAI could complicate Apple’s efforts to be a neutral partner with other AI companies."
"We expect Apple’s claim on the future economics of [AI] apps to be substantial as it exploits its distribution advantage."
Read More This hedge fund manager loaded up on Apple in April, sees 'significant upside' ahead
"If Apple can’t catch up quickly, Chief Executive Officer Tim Cook may need to rethink the company’s approach to AI. It also could put Apple AI chief John Giannandrea on the spot."
Ben Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss Apple's company outlook, Nvidia's AI dominance, state of the chips sector, and more.
Read More Ben Reitzes: Expectations for Apple are relatively low (video)
"Rome was not built in a day and neither will this unprecedented AI Revolution."
Read More Daniel Ives promises an 'AI tidal wave of spending'
Google train wreck
1 year ago
1 year agoFrom "Gemini is replacing Assistant on Pixel phones and it's a train wreck" posted Tuesday by FastCompany.
From Emma Roth's "Every time Google dinged Apple during its Pixel 9 launch event" posted Tuesday by The Verge.
From "Google vs. Apple: How Gemini AI Is Pushing Android Ahead" posted Tuesday by the Wall St. Journal.
Read More WSJ's Joanna Stern has fun with Google's Gemini AI guy
"We believe AI technology being introduced into the Apple ecosystem will bring monetization opportunities on both the services as well as iPhone/hardware front and adds $30 to $40 per share."
6 Comments