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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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Toni Sacconaghi sees Siri as a front-end for either OpenAI or Geminiapple openai gemini sacconaghi1 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

From "Apple doesn't have to get into the AI sphere by itself" which aired Monday on CNBC.

Read More Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

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Eddy Cue's big stickapple hollywood bonus cue1 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

Eddy Cue's big stick

From Lucas Shaw's "Apple, Netflix Amazon Want to Change How They Pay Hollywood Stars" posted Sunday by Bloomberg.

Read More Eddy Cue's big stick

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You could grow old waiting for Apple's folding iPhoneapple folding iphone digitimes1 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

You could grow old waiting for Apple's folding iPhone

From Rebecca Kuo and Rodney Chan's "Apple said to have signed pact with Samsung Display for foldable devices" posted Friday by DigiTimes.

Read More You could grow old waiting for Apple's folding iPhone

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Tech leviathans are gobbling up genAI startupsgenai startups leviathan frothy1 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

Tech leviathans are gobbling up genAI startups

"A lot of companies took a lot of very risky bets, a lot of them are running out of money.” — Hugging Face CEO Clem Delangue

Read More Tech leviathans are gobbling up genAI startups

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This Apple store unionized two years ago. Last week they voted to strike.apple towson union strike1 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

This Apple store unionized two years ago. Last week they voted to strike.

From Shubhangi Goel 's "Apple staff could go on strike at the first US store to unionize" ($) posted Monday by Business Insider.

Read More This Apple store unionized two years ago. Last week they voted to strike.

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Premarket: Apple is greenapple premarket green 8-15-251 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures rise slightly after Dow’s best week of the year, investors look toward inflation data" posted early Monday.

Read More Premarket: Apple is green

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Mark Gurman shakes up Apple's executive teamapple succession mark gurman1 year ago
Published May 12, 2024 by Philip Elmer-DeWitt

Mark Gurman shakes up Apple's executive team

"Apple’s management team is made up of longtime executives nearing the end of their tenures."

Read More Mark Gurman shakes up Apple's executive team

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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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