OpenAI's CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth.
"The Ternus pick is Apple admitting — structurally — that they cannont win a software race in the age of AI." — Nate B Jones
Read More Nate B. Jones: Apple has made a hardware bet against cloud AI (video)
To what AI party, exactly, is Apple late?
4 months ago
4 months ago"The majority of the world uses no AI at all."
'Apple is about to burst the AI bubble' (video)
4 months ago
4 months ago"I've been saying it on this channel for months." — Kiraa founder Errol Brandt
“Here’s my opinion and I haven't said this before, the iPhone is actually not getting disrupted by AI at all." — CEO Aravind Srinivas
Read More Perplexity endorses Apple's privacy-first AI strategy
Horace Dediu imagines Apple after John Ternus
4 months ago
4 months ago"Apple incoming CEO faces a defining challenge: Fixing the company’s Services dependence."
Mark Gurman: About that glow on the number 26
4 months ago
4 months ago"Siri’s new look is what Apple is highlighting in its teaser."
"It's the perfect storm of supply and demand."
Read More Neo isn't the only Mac that Apple can't build fast enough
Re-training Apple's Siri team
4 months ago
4 months agoThe company’s Siri group... has developed a reputation as a laggard inside Apple.
Apple's accidental AI moat
4 months ago
4 months ago"If intelligence becomes abundant, context becomes the scarce resource." — Alfonso de la Rocha
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