"The company needs more than a holiday season sales bump — it needs a path to leadership in the next era of computing."
Mark Gurman rains on Apple's blowout results
7 months ago
7 months ago
"Investors, however, will look for comments from the company on how it aims to navigate a global memory chip crunch that is likely to raise its cost and weigh on margins."
Read More Reuters: Apple tomorrow will report its strongest iPhone sales growth in four years
"Beyond the reputational sting, the report raised existential questions about the future of the group — and the jobs of its employees."
Read More Mark Gurman: How my reporting sent 'shockwaves' through Apple's AI team
"He is known at Apple as a penny-pincher who keeps a tight rein on salaries... He tends to scrutinize every detail of his team’s expenses, down to their budgets for bananas."
Read More The Information: The risks of putting Hair Force One in charge of Apple Intelligence
The comparatively low annual payment helps illustrate how mutually beneficial the partnership is: a win-win for two FAANG (sic) companies helping each other bolster the ramparts against the high-flying AI startups that could upset their longtime advantage.
Read More The Verge: Apple can stop investing in its reputation as a frontier model company
In advance of our panel at the 28th Annual Needham Growth Conference Tuesday, Horace Dediu prepared responses to analyst Laura Martin's questions.
Read More Horace Dediu's answers to Laura Martin's Apple bull-vs.-bear Qs
You could argue Apple made the right call from a business standpoint, but was it the right Apple move?
Read More 'For an AI loser, Apple did an awful lot of winning last year'
"I think that the ChatGPT integration is going to die on the vine."
Read More Gene Munster says the Apple-Gemini deal could be worth $5B, not $1B, to Google
Some of the features will launch this spring. Others, including Siri’s ability to remember past conversations it had with a customer, or proactive features that could suggest they leave home to avoid traffic ahead of an airport pickup that’s listed on their Apple calendar, are expected to be announced at the company’s annual developer conference in June.
Read More The Information: We won't see the best of Siri's Gemini-powered features until WWDC
From Omar Sohail's "Apple’s In-House Server Chips Reportedly Entering Mass Production In H2 2026, But The Company Is Expected To Face Two Short-Term Challenges With AI Development" posted Tuesday by wccftech:
Read More Baltra, Apple's in-house accelerated computing chip, is late to the party
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