From Debby Wu, Takashi Mochizuki and Yuan Gao's "Apple Aims to Ship 10% More New iPhones This Year After Bumpy 2023" posted Wednesday by Bloomberg: Apple…
"We expect developers over the next 6 to 12 months will build hundreds of generative AI driven apps."
Read More Daniel Ives: iPhone 16 AI-Driven Massive Upgrade Cycle On the Horizon
"On the enterprise AI front Nvidia/Microsoft will drive this while Apple/Meta/Google now unleash the consumer AI Revolution heading into year-end with iPhone 16 the beginning of this AI driven smartphone era."
Read More Wedbush's Daniel Ives: The AI party is just getting started
"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."
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