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Maxim's Tom Forte: The lack of AI is costing Apple market share in Chinaapple maxim forte china4 months ago
Published March 14, 2025 by Philip Elmer-DeWitt

Maxim's Tom Forte: The lack of AI is costing Apple market share in China

"The good news is that Apple is still a huge cash machine."

Read More Maxim's Tom Forte: The lack of AI is costing Apple market share in China

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Rosenblatt's Barton Crockett comes to Apple's defenseapple barton crockett defense4 months ago
Published March 14, 2025 by Philip Elmer-DeWitt

Rosenblatt's Barton Crockett comes to Apple's defense

"Apple's strength is their massive footprint."

Read More Rosenblatt's Barton Crockett comes to Apple's defense

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Daring Fireball? More Like Smouldering Embersapple gruber tommo_uk4 months ago
Published March 13, 2025 by Philip Elmer-DeWitt

Daring Fireball? More Like Smouldering Embers

Friend-of-the-blog Tommo_UK laid this on my desktop today.

Read More Daring Fireball? More Like Smouldering Embers

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25 Comments

John Gruber: Heads should roll at AppleApple intelligence guillotine gruber4 months ago
Published March 13, 2025 by Philip Elmer-DeWitt

John Gruber: Heads should roll at Apple

"The ride is over. When mediocrity, excuses, and bullshit take root, they take over."

Read More John Gruber: Heads should roll at Apple

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Why Morgan Stanley cut its Apple target (video)apple erik woodring video4 months ago
Published March 13, 2025 by Philip Elmer-DeWitt

Why Morgan Stanley cut its Apple target (video)

"There's still a lot to be excited about." — Analyst Eric Woodring

Read More Why Morgan Stanley cut its Apple target (video)

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Apple’s AI Strategy: The Panic Merchants Are Wrong — Againapple ai panic merchants tommo4 months ago
Published March 12, 2025 by Philip Elmer-DeWitt

Apple’s AI Strategy: The Panic Merchants Are Wrong — Again

"First, let’s deal with the reality of where AI actually is."

Read More Apple’s AI Strategy: The Panic Merchants Are Wrong — Again

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Would Apple really license Google's Gemini?apple google gemini licensing4 months ago
Published March 11, 2025 by Philip Elmer-DeWitt

Would Apple really license Google's Gemini?

"Apple needs to have a service that is distinct from Google’s to prevent user perception that the quality of the two user experiences is converging."

Read More Would Apple really license Google's Gemini?

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Apple: Smart Siri delayedapple siri delay gruber4 months ago
Published March 7, 2025 by Philip Elmer-DeWitt

Apple: Smart Siri delayed

"It’s going to take us longer than we thought to deliver on these features and we anticipate rolling them out in the coming year." — Apple PR

Read More Apple: Smart Siri delayed

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As promised: A new Apple iPad Airapple ipad air M34 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

As promised: A new Apple iPad Air

Apple continues to have exactly zero meaningful competition in the tablet market, and the iPad continues to improve.

Read More As promised: A new Apple iPad Air

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Apple did the right thing by not investing in AI, says analyst (video)apple safe haven reitzes4 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Apple did the right thing by not investing in AI, says analyst (video)

From "Apple is a 'safe haven' amid tech slide, says Melius Research's Ben Reitzes" which aired Monday on CNBC.

Read More Apple did the right thing by not investing in AI, says analyst (video)

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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 ($)
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