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WSJ: Apple owns the best smartphone customers, takes most of the profitsapple profits smartphone richest4 months ago
Published June 22, 2026 by Philip Elmer-DeWitt

WSJ: Apple owns the best smartphone customers, takes most of the profits

The state of the smartphone market in three bar charts. (March quarter, 2026)

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'We rebuilt Siri from the ground up, literally, tore it to the ground'apple siri rebuilt rockwell4 months ago
Published June 16, 2026 by Philip Elmer-DeWitt

'We rebuilt Siri from the ground up, literally, tore it to the ground'

"It allowed us to build a profoundly more capable Siri." — Apple VP Mike Rockwell

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Nate B. Jones' on Apple's AI strategy (revisited with index)apple nate jones siriai4 months ago
Published June 15, 2026 by Philip Elmer-DeWitt

Nate B. Jones' on Apple's AI strategy (revisited with index)

Reposting by popular demand (and for those who skipped this week's Apple trading strategies.)

Read More Nate B. Jones' on Apple's AI strategy (revisited with index)

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Siri is dead. Long live Siri AIapple siriai fastcompany mcCracken4 months ago
Published June 15, 2026 by Philip Elmer-DeWitt

Siri is dead. Long live Siri AI

"Apple is finally on the cusp of putting this epic vaporware fiasco behind it."

Read More Siri is dead. Long live Siri AI

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Flowchart: How Siri AI worksapple siri ai flowchart4 months ago
Published June 13, 2026 by Philip Elmer-DeWitt

Flowchart: How Siri AI works

Creative Strategies analyst Max Weinbach sketches, scribbles and waves his arms. 

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Counterpoint's M5 Pro teardown finds a chip built for accelerated computingapple m5 ai teardown4 months ago
Published June 12, 2026 by Philip Elmer-DeWitt

Counterpoint's M5 Pro teardown finds a chip built for accelerated computing

"For the first time, each GPU core includes a Neural Accelerator, while the SoC also features a separate 16-core Neural Engine. This greatly improves AI performance." — Analyst Brady Wang

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Apple's WWDC26: Consumers don't care about agents, the two Bens agreeapple wwdc ben ben4 months ago
Published June 11, 2026 by Philip Elmer-DeWitt

Apple's WWDC26: Consumers don't care about agents, the two Bens agree

"Silicon Valley just has such a bad mental model for the rest of humanity — people like shopping, they do it for fun!" — Ben Thompson

Read More Apple's WWDC26: Consumers don't care about agents, the two Bens agree

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M.G. Siegler: Apple winsapple siri ai siegler4 months ago
Published June 10, 2026 by Philip Elmer-DeWitt

M.G. Siegler: Apple wins

"If ChatGPT showed AI to the masses, Apple is set to bring usage mainstream."

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Barron's gives Apple Intelligence its blessingapple intelligence barrons blessing4 months ago
Published June 10, 2026 by Philip Elmer-DeWitt

Barron's gives Apple Intelligence its blessing

"AI isn’t yet driving device sales yet. Someday it will, and Apple will be ready."

Read More Barron's gives Apple Intelligence its blessing

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WSJ reporter's hands-on Siri AI demo was hands-offapple siri AI handsoff4 months ago
Published June 10, 2026 by Philip Elmer-DeWitt

WSJ reporter's hands-on Siri AI demo was hands-off

"In a room tucked inside Apple Park, I got to experience the all-new Siri AI up close."

Read More WSJ reporter's hands-on Siri AI demo was hands-off

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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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