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Meta vs. Apple (video)apple meta techcheck2 years ago
Published January 27, 2024 by Philip Elmer-DeWitt

Meta vs. Apple (video)

From "The headset wars: Why it's Apple's to lose" which aired Friday on CNBC.

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Oppenheimer: Apple is pivoting to high-definition gamingapple vision gaming oppenheimer2 years ago
Published January 26, 2024 by Philip Elmer-DeWitt

Oppenheimer: Apple is pivoting to high-definition gaming

"Such a change in altitude is both logical and necessary, given the growth headwinds Apple self-inflicted and received from regulators on the mobile game market." — Analyst Martin Yang

Read More Oppenheimer: Apple is pivoting to high-definition gaming

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Visor: An Apple Vision Pro for $400? Dream on.apple vision pro visor2 years ago
Published January 26, 2024 by Philip Elmer-DeWitt

Visor: An Apple Vision Pro for $400? Dream on.

From Nicholas Sutrich's "Visor is the pro VR headset the Apple Vision Pro is pretending to be" posted Thursday by Android Central.

Read More Visor: An Apple Vision Pro for $400? Dream on.

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Why Apple Vision Pro is 'secretly brilliant'apple vision pro brilliant2 years ago
Published January 25, 2024 by Philip Elmer-DeWitt

Why Apple Vision Pro is 'secretly brilliant'

"1. The technology is brilliant; it's just not practical yet (this governs everything)."

Read More Why Apple Vision Pro is 'secretly brilliant'

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Here comes the Apple Vision Pro backlashapple vision pro backlash2 years ago
Published January 25, 2024 by Philip Elmer-DeWitt

Here comes the Apple Vision Pro backlash

From Chris Taylor's "Apple Vision Pro is for hipsters and hustlers, but who else?" posted Wednesday by Mashable.

Read More Here comes the Apple Vision Pro backlash

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One scalper bot bought 1,592 Apple Vision Pros — reportapple vision scalper bots2 years ago
Published January 25, 2024 by Philip Elmer-DeWitt

One scalper bot bought 1,592 Apple Vision Pros — report

"We aren't expecting to make thousands from one of these locally, but if you have connections to export, you will make f...ing bank." — Anonymous scalper

Read More One scalper bot bought 1,592 Apple Vision Pros — report

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Wedbush's Daniel Ives: Apple Vision Pro strong out of the gateapple vision strong gate2 years ago
Published January 24, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: Apple Vision Pro strong out of the gate

"We now expect Apple to ship and sell roughly 600k Vision Pro headsets for 2024 vs. our prior estimate of 460k."

Read More Wedbush's Daniel Ives: Apple Vision Pro strong out of the gate

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Will Apple Vision Pro put a dent in the universe?apple vision dent universe2 years ago
Published January 24, 2024 by Philip Elmer-DeWitt

Will Apple Vision Pro put a dent in the universe?

Spy Magazine, for one, says it won't.

Read More Will Apple Vision Pro put a dent in the universe?

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Daniel Eran Dilger gets his Apple Vision Pro in a weekapple vision pro dilger2 years ago
Published January 24, 2024 by Philip Elmer-DeWitt

Daniel Eran Dilger gets his Apple Vision Pro in a week

From Dilger's "Why Apple Vision Pro in 2024 won't be like 1984" posted Tuesday by AppleInsider.

Read More Daniel Eran Dilger gets his Apple Vision Pro in a week

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J.P. Morgan: Pay no attention to the Apple Vision Pro lead-time 'noise'apple vision jpmorgan wizard2 years ago
Published January 22, 2024 by Philip Elmer-DeWitt

J.P. Morgan: Pay no attention to the Apple Vision Pro lead-time 'noise'

"More than the lead times, the targets to monitor will be the initial volume expectation of 500K units relayed to the supply chain." — Analyst Samik Chatterjee

Read More J.P. Morgan: Pay no attention to the Apple Vision Pro lead-time 'noise'

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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.]

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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 ($)
  • Tommo.fyi
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