"I suspect that once Apple gets a look under the hood by sitting on the board meetings, it will decide that OpenAI needs to be kept at arms-length."
Read More Richard Windsor: Why Apple keeps OpenAI at arm's length
From Gurman's "Apple Poised to Get OpenAI Board Observer Role as Part of AI Pact" posted Tuesday by Bloomberg.
Gene Munster thinks that's too low. He's putting his money on 10% or greater.
Read More The Street is looking for Apple to grow 7% in 2025 (video)
From John Gruber's "Gurman just pantsed the WSJ on their report about Apple and Meta working on a AI deal" posted last week on Daring Fireball.
"The original smartphone wars were so intense for Steve Jobs he once declared that he'd start a 'thermonuclear war.'"
"It shouldn’t be a major engineering task, given that visionOS is a variant of the existing iPadOS software."
Read More Mark Gurman: How hard could it be to pour Apple Intelligence into the goggles?
"Though Apple Intelligence will be free to start, the long-term plan is to make money off the capabilities."
"When you have 10,000 orders that just came in that you have to ship in two hours, you have to optimize for that. Language is not gonna help; it’s just going to slow things down."
Apple Intelligence "opens the door to a meaningful boost in Apple’s services revenue, its most profitable business and its fastest-growing."
"We suspect that WWDC showcased only a fraction of what Apple Intelligence could do in the future." — Analyst Martin Yang
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