"No US Global 2000 is going to use a Chinese start-up DeepSeek to launch their AI infrastructure and use cases."
Read More Daniel Ives: The Street's post-DeepSeek slump is an AI buying opportunity
"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
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
"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
Nvidia overtakes Apple
4 months ago
4 months agoThe market-cap watch continues.
In iOS 18.3, Apple Intelligence will be opt out
4 months ago
4 months agoFrom Juli Clover's "macOS Sequoia 15.3 and iOS 18.3 Enable Apple Intelligence Automatically" posted Tuesday by MacRumors.
"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
Second thoughts about AI
4 months ago
4 months ago"It’s hard, and it’s early and there’s not a clear value proposition yet for mainstream consumers." — Creative Strategies' Ben Bajarin
"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
The risk to Apple from the rise of embedded SLMs
4 months ago
4 months ago"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
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