"If it's wrong, it will not survive."
"On-device frontier inference would re-rate Apple from AI-loser to AI-distribution-owner."
Read More Angel investor Jason Calacanis calls Apple a 'screaming buy'
"The iPhone maker is letting its Mag Seven peers pony up for AI research and development, and is ready to swoop in to grab the best models when the dust settles."
Read More Barron's: What Apple learned from J.D. Rockefeller
"With the approval resolving Apple’s go-to-market for Apple Intelligence in a key geographic region which has contributed recently to its share gains, we expect the development to be a positive on multiple counts" — Analyst Samik Chatterjee
Read More J.P. Morgan calls Chinese Okay of Apple AI a 'signficant positive'
"“There’s a battle in the market, and right now Apple is benefiting because it isn’t in the storm that the rest of the AI trade is…
Read More Bloomberg: Investors fleeing AI are flocking to Apple
"Sure, the company abandoned the vehicle. But it kept the technology that may ultimately prove far more valuable."
Read More Mark Gurman: Maybe the Apple Car wasn't a dead end
"What are you getting on the margin for this new phone?"
Read More Silvant's Michael Sansoterra doesn't believe in Apple AI
Marques Brownlee: How Apple lost/won the AI race
3 months ago
3 months ago"Apple doesn't make search engines either."
"It's all about AI."
Read More Mark Gurman: What Apple needs from Broadcom and vice versa
"We see this as strategically important because Siri AI can leverage Apple’s privileged access to device context, app capabilities, screen state, and private user data in ways that generic assistants may struggle to replicate." — Analyst Wamsi Mohan
Read More BofA: Siri AI is an underappreciated positive architecture reset for Apple
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