"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
6 months ago
6 months agoThe company’s Siri group... has developed a reputation as a laggard inside Apple.
Apple's accidental AI moat
6 months ago
6 months ago"If intelligence becomes abundant, context becomes the scarce resource." — Alfonso de la Rocha
Benedict Evans on Apple AI
7 months ago
7 months ago"There’s a view going around now that Apple and Tim Cook are being geniuses in sitting out the AI capex surge, which doesn’t make much sense to me."
Can Apple build an AI with a human face?
7 months ago
7 months agoFifty-five percent of Americans say AI will do more harm than good in their day-to-day lives, an 11% increase since last April, according to poll results released Monday.
Apple as AI distributor
7 months ago
7 months ago"Now Apple is ready to flex its distribution capabilities to over two billion Apple iPhone and Mac users globally, with all manner of AI products."
"The opportunity to turn Apple Intelligence into a moneymaker has effectively passed."
Read More Mark Gurman: Forget AI, Apple's core strength is hardware
KeyBanc cheers Apple's monetization push
7 months ago
7 months ago"It remains to be seen how well Apple Intelligence features will integrate, which will be key in a successful re-launch." — Analyst Brandon Nispel
"Apple remains one of our favorite tech names and one of our IVES AI 30 winners as the consumer AI Revolution ultimately goes through the walls of Cupertino." — Analyst Daniel Ives
Read More Wedbush's Street-high $350 Apple target is nearly $100 above the share price
"It has so many fan boys, this company, that no matter what happens, no matter how far down the road they kick the can on AI and other purported growth drivers, they always come in to support the stock."
Read More Why this Apple 'uber-skeptic' doesn't sell his stock
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