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Mark Gurman: Apple is falling behind in both AI and ARapple behind AI AR2 years ago
Published January 26, 2025 by Philip Elmer-DeWitt

Mark Gurman: Apple is falling behind in both AI and AR

"Rivals like Meta Platforms Inc. and Alphabet Inc.’s Google have jumped ahead in the AR race."

Read More Mark Gurman: Apple is falling behind in both AI and AR

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CNBC: AI bandwagon leaving the station without Appleapple missed ai mandwagon2 years ago
Published January 23, 2025 by Philip Elmer-DeWitt

CNBC: AI bandwagon leaving the station without Apple

The latest news in the AI space is Stargate, the partnership between Oracle, Japanese investment firm SoftBank and OpenAI.

Read More CNBC: AI bandwagon leaving the station without Apple

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Daniel Ives: Apple investors have nothing to fear but fear itselfapple wedbush ives fear2 years ago
Published January 23, 2025 by Philip Elmer-DeWitt

Daniel Ives: Apple investors have nothing to fear but fear itself

"We believe the panic and bear frenzy around Apple is way overdone."

Read More Daniel Ives: Apple investors have nothing to fear but fear itself

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Nvidia overtakes Appleapple nvidia market cap macdailynews2 years ago
Published January 22, 2025 by Philip Elmer-DeWitt

Nvidia overtakes Apple

The market-cap watch continues.

Read More Nvidia overtakes Apple

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In iOS 18.3, Apple Intelligence will be opt outapple intelligence opt out2 years ago
Published January 22, 2025 by Philip Elmer-DeWitt

In iOS 18.3, Apple Intelligence will be opt out

From Juli Clover's "macOS Sequoia 15.3 and iOS 18.3 Enable Apple Intelligence Automatically" posted Tuesday by MacRumors.

Read More In iOS 18.3, Apple Intelligence will be opt out

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AI features fail to impress iPhone and Samsung usersapple ai samsung unimpressed2 years ago
Published January 17, 2025 by Philip Elmer-DeWitt

AI features fail to impress iPhone and Samsung users

"73% of iPhone Users and 87% of Samsung Users Say They Add Little or No Value."

Read More AI features fail to impress iPhone and Samsung users

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Second thoughts about AIapple ai minsky papert2 years ago
Published January 17, 2025 by Philip Elmer-DeWitt

Second thoughts about AI

"It’s hard, and it’s early and there’s not a clear value proposition yet for mainstream consumers." — Creative Strategies' Ben Bajarin

Read More Second thoughts about AI

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Hallucinations sent Apple Intelligence features back for fine tuningapple intelligence hallucinations news2 years ago
Published January 17, 2025 by Philip Elmer-DeWitt

Hallucinations sent Apple Intelligence features back for fine tuning

"When you enable notification summaries, iOS 18.3 will make it clearer that the feature – like all Apple Intelligence features – is a beta."

Read More Hallucinations sent Apple Intelligence features back for fine tuning

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The risk to Apple from the rise of embedded SLMsapple small language models2 years ago
Published January 11, 2025 by Philip Elmer-DeWitt

The risk to Apple from the rise of embedded SLMs

"If this hardware structure is adopted by consumers, app aggregators (like AAPL, Android, Roku, Samsung, LG, etc) will become less valuable over time." — Needham analysts Laura Martin

Read More The risk to Apple from the rise of embedded SLMs

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More evidence Apple may have dodged an AI bulletapple dodged bullet AI2 years ago
Published January 6, 2025 by Philip Elmer-DeWitt

More evidence Apple may have dodged an AI bullet

Sam Altman says OpenAI is losing money on every $200/month subscription. 

Read More More evidence Apple may have dodged an AI bullet

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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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