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Can Apple deliver privacy-safe agentic AI? (video)apple schwab windows AI2 months ago
Published June 8, 2026 by Philip Elmer-DeWitt

Can Apple deliver privacy-safe agentic AI? (video)

"If anyone has a shot of doing this, honestly Apple does." — Windows Central‬'s Daniel Rubino

Read More Can Apple deliver privacy-safe agentic AI? (video)

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Pivotal moment: Mark Gurman paints Apple AI as a power struggleapple ai rockwell federighi2 months ago
Published June 7, 2026 by Philip Elmer-DeWitt

Pivotal moment: Mark Gurman paints Apple AI as a power struggle

In his telling, Mike Rockwell lost the first round to Craig Federighi.

Read More Pivotal moment: Mark Gurman paints Apple AI as a power struggle

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WWDC 26 preview: Mark Gurman empties his Siri notebookapple wwdc26 gurman notebook2 months ago
Published June 5, 2026 by Philip Elmer-DeWitt

WWDC 26 preview: Mark Gurman empties his Siri notebook

To dampen the joys of surprise and wonder, here's everything he knows in bullets.

Read More WWDC 26 preview: Mark Gurman empties his Siri notebook

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Just in time for WWDC, Apple's App Store billings hit $1.4 trillionapple app store trillion2 months ago
Published June 5, 2026 by Philip Elmer-DeWitt

Just in time for WWDC, Apple's App Store billings hit $1.4 trillion

"In 2025, sales of physical goods and services accounted for $1.1 trillion, fueled by the continued growth of grocery, food delivery and pickup, general retail, and travel."

Read More Just in time for WWDC, Apple's App Store billings hit $1.4 trillion

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WSJ: How Apple plans to bring genAI to the massesapple wsj siri reboot2 months ago
Published June 5, 2026 by Philip Elmer-DeWitt

WSJ: How Apple plans to bring genAI to the masses

"Apple’s key advantage in this future world is that iPhones already know everything about their users."

Read More WSJ: How Apple plans to bring genAI to the masses

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Evercore takes a deep dive into Apple Intelligence 2.0apple siri evercore wwdc2 months ago
Published June 5, 2026 by Philip Elmer-DeWitt

Evercore takes a deep dive into Apple Intelligence 2.0

"We don't think Apple needs to win the frontier-model race to monetize AI but rather its edge is in distribution to a ~1.25B iPhone install base." — Analyst Amit Daryanani

Read More Evercore takes a deep dive into Apple Intelligence 2.0

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UBS: No WWDC fireworksApple ubs fireworks wwdc2 months ago
Published June 4, 2026 by Philip Elmer-DeWitt

UBS: No WWDC fireworks

"We don’t expect the event to be a positive catalyst for the shares." — Analyst David Vogt

Read More UBS: No WWDC fireworks

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Goldman Sachs: What to expect at Apple's WWDC 26apple goldman sachs wwdc263 months ago
Published June 3, 2026 by Philip Elmer-DeWitt

Goldman Sachs: What to expect at Apple's WWDC 26

"The announcement of a new AI-enhanced Siri, controllable through voice or a new text-based interface, will be the key development in focus by investors." — Analyst Michael Ng

Read More Goldman Sachs: What to expect at Apple's WWDC 26

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If Apple's AI needs its partners in the cloud, how private is it?apple sri cloud privacy3 months ago
Published May 31, 2026 by Philip Elmer-DeWitt

If Apple's AI needs its partners in the cloud, how private is it?

"Apple has been working to bring big AI smarts to the modest processing environment of a smartphone. Apple fans may not like the outcome, though."

Read More If Apple's AI needs its partners in the cloud, how private is it?

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Mark Gurman: Artist's rendition of the new Siriapple gurman siri artist3 months ago
Published May 29, 2026 by Philip Elmer-DeWitt

Mark Gurman: Artist's rendition of the new Siri

"The images are based on information viewed by Bloomberg and people with knowledge of the company’s plans."

Read More Mark Gurman: Artist's rendition of the new Siri

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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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