"We lay out the 3 things that Cook and Apple need to do to prove this will not be a melting ice cube AI strategy and make sure Cupertino is not watching this AI Party through the windows."
"Classic innovator’s dilemma. Too worried about protecting profit margins, while they are being disrupted by the next computing shift."
Read More Tae Kim: 'Apple is being way too timid and hesitant'
Ben Thompson: For Apple, AI is — at least in the short to medium term — not an existential threat
1 month ago
1 month ago"This... makes it extremely difficult for a mere manager to contemplate spending 10x or 20x in CapEx to pursue a model of computing that isn’t in the company’s nature."
Google mocks Apple (video)
2 months ago
2 months ago"If you buy a new phone because of a feature that’s coming soon. But, it’s been coming soon for a full year. You could change your definition of soon. Or you could just. Change your phone."
"Something akin to a stripped-down, Apple-built approach to ChatGPT-like search is coming."
"Apple must do this. Apple will do this. This is sort of ours to grab."
Read More Mark Gurman: Tim Cook calls all hands for an Apple AI 'pep talk'
"It is valued like a growth stock, but I’m very skeptical about the potential for a significant inflection in growth, and I think it will eventually lose that premium." — Andersen Capital's Peter Anderson
Read More With June earnings hours away, Bloomberg sets Apple up for a fall
A Marxist economist's jaundiced view of AI
2 months ago
2 months ago"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures on AI in the last two years, but they have only accrued revenues of about $35 billion." — Michael Roberts
"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some significant headway on its AI strategy."
Read More Daniel Ives: The clock is ticking for Apple — and for Tim Cook
Meta poaches another Apple AI guy
2 months ago
2 months agoThe departures have thrown Apple’s models team into flux.
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