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Why Apple's $1B investment in Didi shrank to $200Mapple didi investment3 years ago
Published August 31, 2022 by Philip Elmer-DeWitt

Why Apple's $1B investment in Didi shrank to $200M

From Ben Lovejoy's "Apple’s Didi investment flop sees company exec quietly resign from the board" posted Wednesday on 9to5Mac.

Read More Why Apple's $1B investment in Didi shrank to $200M

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Gene Munster: 'Apple is the biggest competitive risk to Tesla' (video)apple tesla munster loup tv4 years ago
Published January 12, 2021 by Philip Elmer-DeWitt

Gene Munster: 'Apple is the biggest competitive risk to Tesla' (video)

"If you're trading [Tesla] for a year, I would not do that." 

Read More Gene Munster: 'Apple is the biggest competitive risk to Tesla' (video)

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Unlike Apple, Uber lacks a moatKalanick8 years ago
Published June 22, 2017 by Philip Elmer-DeWitt

Unlike Apple, Uber lacks a moat

From Uber’s Biggest Problem: Its Business Model.

Read More Unlike Apple, Uber lacks a moat

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How Apple's car project turned on a dimeapple autonomous taxi service9 years ago
Published November 20, 2016 by Philip Elmer-DeWitt

How Apple's car project turned on a dime

Above Avalon's Neil Cybart weaves a mosaic of rumors into a coherent narrative. In the summer of 2015, Apple's Project Titan seemed to be firing on all…

Read More How Apple's car project turned on a dime

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Morgan Stanley: Apple's $1B in Didi could be transformative9 years ago
Published May 16, 2016 by Philip Elmer-DeWitt

Morgan Stanley: Apple's $1B in Didi could be transformative

"If Apple chooses to launch a car," writes Katy Huberty, "it can go to market as hardware-as-a-service instead of through traditional dealerships." Five days later, Wall…

Read More Morgan Stanley: Apple's $1B in Didi could be transformative

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Apple & Didi overload9 years ago
Published May 13, 2016 by Philip Elmer-DeWitt

Apple & Didi overload

News of Apple's $1 billion investment in the Chinese Uber broke late Thursday, right after the company lost the title of "world's most valuable" to Google. The story had everything.…

Read More Apple & Didi overload

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Apple's $1billion in Didi: What analysts are saying—updated9 years ago
Published May 13, 2016 by Philip Elmer-DeWitt

Apple's $1billion in Didi: What analysts are saying—updated

Excerpts from the notes we've seen. Neil Cybart, Above Avalon: It felt like Silicon Valley took a collective pause Thursday evening when news broke that Apple bought…

Read More Apple's $1billion in Didi: What analysts are saying—updated

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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 ($)
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