A fresh look — using Clay Christensen's framework of sustaining versus disruptive innovation — at the impact of AI on Apple, Google, Meta, Microsoft and Amazon.
Read More Ben Thompson: AI, for Apple, is a sustaining innovation
Premarket: Apple is green
10 months ago
10 months agoFrom Barron's' "Stock Futures Surge, Oil Plunges as Israel Agrees Ceasefire With Iran" posted early Tuesday.
Shay Boloor: Apple hasn't lost the AI race
10 months ago
10 months agoIf Apple really is circling names like Perplexity, Cohere, Mistral, and Databricks -- that’s not just a feature acquisition spree. That’s a declaration. A reframing.
Where did Jony & Sam's lovefest go?
10 months ago
10 months agoOpenAI tells The Verge the deal is still happening, but it scrubbed mentions due to a trademark lawsuit from Iyo, the hearing device startup spun out of Google’s moonshot factory.
Premarket: Apple was green, turned red
10 months ago
10 months agoFrom CNBC's "Stock futures tick up as oil falls following U.S. bombing of Iran" posted early Monday.
"Buying a multibillion-dollar AI company would represent a radical shift away from Apple’s conservative M&A strategy."
Read More Mark Gurman: The case for Apple swallowing Perplexity AI
Apple & Perplexity AI: Tommo's for it (updated)
10 months ago
10 months ago"Apple is not looking for a search engine. It’s looking for a brain."
This week's Apple trading strategies (6/23-6/27/25)
10 months ago
10 months agoA place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (6/23-6/27/25)
Saturday Apple video: Paul McCartney's iPod ad
10 months ago
10 months agoFor the music video version of McCartney's "Dance Tonight" (featuring the ghost of Natalie Portman), click here.
Will Apple buy Perplexity? — with Bloomberg update
10 months ago
10 months ago"Not likely! But Meta-Scale is so unlikely that I feel we aren’t living in a world of likelies." — Perplexity chief business officer Dmitry Shevelenko
Read More Will Apple buy Perplexity? — with Bloomberg update
23 Comments