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Ben Thompson is finally at peace with the iPadapple ipad thompson peace1 year ago
Published May 8, 2024 by Philip Elmer-DeWitt

Ben Thompson is finally at peace with the iPad

"Jobs died, and I’ve never been able to shake the sense that this particular vision of the iPad died with him."

Read More Ben Thompson is finally at peace with the iPad

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Richard Windsor: Apple ups its chip cadenceapple chip cadence windsor1 year ago
Published May 8, 2024 by Philip Elmer-DeWitt

Richard Windsor: Apple ups its chip cadence

"The net result is an impossibly thin iPad Pro (which I don’t think anyone asked for)."

Read More Richard Windsor: Apple ups its chip cadence

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iPhones sales took off in China last Marchapple iphone china march1 year ago
Published May 8, 2024 by Philip Elmer-DeWitt

iPhones sales took off in China last March

From "Apple’s China iPhone Shipments Soar 12% in March After Discounts" posted Wednesday by Bloomberg News.

Read More iPhones sales took off in China last March

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

Premarket: Apple is green

From CNBC's "Stock futures are little changed after Dow notches longest winning streak since December" posted early Wednesday.

Read More Premarket: Apple is green

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You'll never guess what Evercore's AI 'Expert' thinks Apple is makingapple evercore ai robots1 year ago
Published May 8, 2024 by Philip Elmer-DeWitt

You'll never guess what Evercore's AI 'Expert' thinks Apple is making

AI also gets far more exciting when we start thinking about a hardware product designed from the ground up to integrate AI at every level. — Analyst Amit Daryanani

Read More You'll never guess what Evercore's AI 'Expert' thinks Apple is making

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Live from Apple's 'Let loose' eventapple let loose live1 year ago
Published May 7, 2024 by Philip Elmer-DeWitt

Live from Apple's 'Let loose' event

I'm typing as fast as I can. All times Eastern.

Read More Live from Apple's 'Let loose' event

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WSJ: Apple trying to roll its own AI server chipsapple ai server chips1 year ago
Published May 7, 2024 by Philip Elmer-DeWitt

WSJ: Apple trying to roll its own AI server chips

"The component will likely be focused on running AI models—what’s known as inference—rather than on training AI models."

Read More WSJ: Apple trying to roll its own AI server chips

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Counterpoint: More than ever, consumers want Apple's pro iPhonesapple counterpoint pro iphones1 year ago
Published May 7, 2024 by Philip Elmer-DeWitt

Counterpoint: More than ever, consumers want Apple's pro iPhones

"The growing popularity of the Apple Pro line-up was evident, as it captured half of Apple’s total sales in Q1 2024, a significant increase from 24% in Q1 2020."

Read More Counterpoint: More than ever, consumers want Apple's pro iPhones

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What to expect from today's Apple eventapple ipad event 5-7-241 year ago
Published May 7, 2024 by Philip Elmer-DeWitt

What to expect from today's Apple event

Apple will be holding its first event of the year this Tuesday, May 7 at 7 a.m. Pacific Time, with a live stream to be available on Apple.com and on YouTube.

Read More What to expect from today's Apple event

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Premarket: Apple is greenapple premarket green 8-15-251 year ago
Published May 7, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "U.S. Stock Futures Rising, Markets Extending Rally Fueled by Rate-Cut Hopes" posted early Tuesday.

Read More Premarket: Apple is green

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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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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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