Apple prefers to own the whole stack.
"TSMC’s executives found the idea so absurd that they took to calling Mr. Altman a 'podcasting bro,' one of these people said."
Read More Sam Altman's $7 trillion AI datacenter scheme gets panned
EU pact fails to corral Apple Intelligence
2 years ago
2 years agoFrom Pieter Haeck and Mathieu Pollet's "Meta, Apple snub EU’s AI Pact" posted Wednesday by Politico.
Goldman Sachs and Sequoia have soured on AI
2 years ago
2 years agoFrom Mickle's "Will A.I. Be a Bust? A Wall Street Skeptic Rings the Alarm." in Thursday's New York Times.
From an AIPRM press release that landed on my desktop.
Read More Top global hotspots for AI start-ups: U.S., Singapore and ... Sweden?
"There are a lot of details we still have to figure out, but it’s a mistake to get distracted by any particular challenge."
Read More Sam Altman: Deep learning will work, real soon now
Would Apple restart this?
2 years ago
2 years agoNever before has a U.S. nuclear plant come back into service after being decommissioned, and never before has all of a single commercial nuclear power plant’s output been allocated to a single customer.
"In the current state, most of the use cases offered through Apple Intelligence, or even by other OEMs, are generally 'nice to have'."
Read More Counterpoint: No supercycle — more like a step cycle — for the iPhone 16
From "Expect Apple to benefit from its Apple Intelligence software, says Bernstein's Toni Sacconaghi" which aired Friday on CNBC.
Read More Apple's going to sell 25% more iPhones — eventually — says Toni Sacconaghi
From Christopher Mims' "What Is AI Best at Now? Improving Products You Already Own" posted Friday by the Wall Street Journal.
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