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Mark Gurman: iPhone 16 will arrive without its whizbang intelligenceapple gurman ai delay1 year ago
Published July 28, 2024 by Philip Elmer-DeWitt

Mark Gurman: iPhone 16 will arrive without its whizbang intelligence

The new timing means the AI capabilities won’t be widely launched until a subsequent update to the new operating system.

Read More Mark Gurman: iPhone 16 will arrive without its whizbang intelligence

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Apple first to sign 'responsible AI' pledge — White Houseapple trump EU scrutiny1 year ago
Published July 27, 2024 by Philip Elmer-DeWitt

Apple first to sign 'responsible AI' pledge — White House

From "Biden-⁠Harris Administration Announces New AI Actions and Receives Additional Major Voluntary Commitment on AI" posted Friday by whitehouse.gov.

Read More Apple first to sign 'responsible AI' pledge — White House

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Barron's: Is Apple headed for a supercycle? Wall Street debates.apple barrons supercycle debate1 year ago
Published July 26, 2024 by Philip Elmer-DeWitt

Barron's: Is Apple headed for a supercycle? Wall Street debates.

"Bulls point to Apple’s massive base of iPhone users who might want to upgrade, but they could be overestimating demand."

Read More Barron's: Is Apple headed for a supercycle? Wall Street debates.

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It may take a few quarters for Apple to crack the Chinese AI marketapple crack chinese ai1 year ago
Published July 21, 2024 by Philip Elmer-DeWitt

It may take a few quarters for Apple to crack the Chinese AI market

"Bringing Apple Intelligence to China is going to be a marathon rather than a sprint."

Read More It may take a few quarters for Apple to crack the Chinese AI market

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Evercore sees multiyear double-digit revenue growth for Appleapple evercore double digit1 year ago
Published July 19, 2024 by Philip Elmer-DeWitt

Evercore sees multiyear double-digit revenue growth for Apple

"Our survey data suggests that nearly 1⁄2 (46%) of users that aren’t on iPhone 15 generation are likely to upgrade to iPhone 16 to leverage the added functionality from Apple Intelligence." — Analyst Amit Daryanani

Read More Evercore sees multiyear double-digit revenue growth for Apple

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Morningstar sticks with $170 Apple 'fair value estimate', despite AI promiseapple morningstar 170 ai1 year ago
Published July 18, 2024 by Philip Elmer-DeWitt

Morningstar sticks with $170 Apple 'fair value estimate', despite AI promise

"We believe Apple has cemented a long-term position atop the consumer electronics industry with a focus on a premium ecosystem of tightly integrated hardware, software, and services." — Analyst William Kerwin

Read More Morningstar sticks with $170 Apple 'fair value estimate', despite AI promise

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Apple: YouTube transcripts are not training our AI productsapple intelligence youtube1 year ago
Published July 18, 2024 by Philip Elmer-DeWitt

Apple: YouTube transcripts are not training our AI products

Apple has said that Apple Intelligence models were trained “on licensed data, including data selected to enhance specific features, as well as publicly available data collected by our web-crawler.”

Read More Apple: YouTube transcripts are not training our AI products

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How Apple went from AI laggard to AI leaderapple ai last first1 year ago
Published July 17, 2024 by Philip Elmer-DeWitt

How Apple went from AI laggard to AI leader

"By relentlessly highlighting everyday use cases, Apple has managed to wrangle the more hysterical promises of AI into something approachable (and monetizable) inside its ecosystem."

Read More How Apple went from AI laggard to AI leader

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This early AI investor thinks his bet has got a little frothyapple ai van geelen1 year ago
Published July 15, 2024 by Philip Elmer-DeWitt

This early AI investor thinks his bet has got a little frothy

"If any company can get this done it’s going to be Apple." — Citrini founder James van Geelen

Read More This early AI investor thinks his bet has got a little frothy

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IDC's Bryan Ma: Behind its walled garden, Apple has leisure to be late (video)apple idc bryan ma1 year ago
Published July 11, 2024 by Philip Elmer-DeWitt

IDC's Bryan Ma: Behind its walled garden, Apple has leisure to be late (video)

From "Apple's slower rollout of AI features is not necessarily a huge issue, analyst says" which aired in Asia Wednesday on CNBC.

Read More IDC's Bryan Ma: Behind its walled garden, Apple has leisure to be late (video)

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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