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Apple silicon meets genAI in the data centerapple silicon data center1 year ago
Published May 15, 2024 by Philip Elmer-DeWitt

Apple silicon meets genAI in the data center

"We have long bemoaned the lack of compelling consumer uses for generative AI, and we often add that the industry needs Apple to show everyone else what can be done."

Read More Apple silicon meets genAI in the data center

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NYT: Scarlett Johansson is coming to your iPhoneapple iphone scarlett johansson1 year ago
Published May 15, 2024 by Philip Elmer-DeWitt

NYT: Scarlett Johansson is coming to your iPhone

From Kevin Roose's "A.I.’s ‘Her’ Era Has Arrived" in Wednesday's New York Times.

Read More NYT: Scarlett Johansson is coming to your iPhone

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Premarket: Apple is redapple premarket red 8-14-251 year ago
Published May 15, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "Futures flat before key inflation test" posted early Wednesday.

Read More Premarket: Apple is red

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Daniel Ives: Why Apple is betting on OpenAI (video)apple ives google openai1 year ago
Published May 15, 2024 by Philip Elmer-DeWitt

Daniel Ives: Why Apple is betting on OpenAI (video)

"It comes down to who has the best technology out there." 

Read More Daniel Ives: Why Apple is betting on OpenAI (video)

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Will Apple ever reach net cash neutrality?Apple OpenAI windsor zeno1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

Will Apple ever reach net cash neutrality?

"The company is kicking off approximately $100B of free cash flow a year."

Read More Will Apple ever reach net cash neutrality?

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Morgan Stanley expected Apple to go with Gemini over ChatGPT (or GPT-4o)apple openai google morgan stanley1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

Morgan Stanley expected Apple to go with Gemini over ChatGPT (or GPT-4o)

"An OpenAI and Apple partnership could have wider-reaching financial ramifications." — Analyst Eric Woodring

Read More Morgan Stanley expected Apple to go with Gemini over ChatGPT (or GPT-4o)

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Tim Cook blamed for Apple's lack of a Next Big Thingapple paris marx cook1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

Tim Cook blamed for Apple's lack of a Next Big Thing

"Tim Cook was never a product genius. But right now, that's exactly what Apple needs."

Read More Tim Cook blamed for Apple's lack of a Next Big Thing

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This analyst expects AI to accelerate the iPhone refresh cycleapple ai king lip1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

This analyst expects AI to accelerate the iPhone refresh cycle

"Personally I think it's a big deal for Apple." — BakerAvenue's King Lip

Read More This analyst expects AI to accelerate the iPhone refresh cycle

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Two analysts on what CPT-4o means for Apple (video)apple gpt4o daryanani crocket1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

Two analysts on what CPT-4o means for Apple (video)

From "AI is crucial for Apple right now, says Rosenblatt Securities' Barton Crocket" which aired Monday on CNBC.

Read More Two analysts on what CPT-4o means for Apple (video)

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Watch the GPT-4o demo (video)apple openAI gpt-4o1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

Watch the GPT-4o demo (video)

Imagine what Apple could do with this.

Read More Watch the GPT-4o demo (video)

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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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