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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Daniel Ives: 25% of the world will ultimately access AI through an iPhoneapple ai iphone cnbc2 years ago
Published August 27, 2024 by Philip Elmer-DeWitt

Daniel Ives: 25% of the world will ultimately access AI through an iPhone

"We continue to believe the consumer AI revolution goes through Cupertino." 

Read More Daniel Ives: 25% of the world will ultimately access AI through an iPhone

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Mark Gurman: Apple tried to buy dog-and-humanoid robot-maker Boston Dynamicsapple boston dynamics gurman2 years ago
Published August 25, 2024 by Philip Elmer-DeWitt

Mark Gurman: Apple tried to buy dog-and-humanoid robot-maker Boston Dynamics

"With robotics, Apple believes it can solve a series of first-world problems."

Read More Mark Gurman: Apple tried to buy dog-and-humanoid robot-maker Boston Dynamics

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Saturday Apple video: Charlie Rose with Jony Ive on designsaturday apple rose ive design2 years ago
Published August 24, 2024 by Philip Elmer-DeWitt

Saturday Apple video: Charlie Rose with Jony Ive on design

"What me make describes us. It describes the things we care about. It describes our values. It describes our preoccupations."

Read More Saturday Apple video: Charlie Rose with Jony Ive on design

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How Apple, which invented the podcast, lost its wayapple podcast lost way2 years ago
Published August 23, 2024 by Philip Elmer-DeWitt

How Apple, which invented the podcast, lost its way

"Video seems to be where there’s definite growth, and they’re not even trying on that." — Cumulus Media's Pierre Bouvard

Read More How Apple, which invented the podcast, lost its way

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Why Hightower's Stephanie Link sold off more than 40% of her Apple shares (video)apple stphanie link trims2 years ago
Published August 23, 2024 by Philip Elmer-DeWitt

Why Hightower's Stephanie Link sold off more than 40% of her Apple shares (video)

When the Street was trashing the company, Link upped her Apple holdings from 1% of her portfolio to 9%. Now it's down to 5%.

Read More Why Hightower's Stephanie Link sold off more than 40% of her Apple shares (video)

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Mark Gurman: Apple-branded humanoid robots a real possibility a decade from nowapple gurman humanoid robot2 years ago
Published August 22, 2024 by Philip Elmer-DeWitt

Mark Gurman: Apple-branded humanoid robots a real possibility a decade from now

But the company is unlikely to replace Qualcomm's modem for another five or so years.

Read More Mark Gurman: Apple-branded humanoid robots a real possibility a decade from now

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MoffettNathanson initiates Apple coverage at Neutral with $211 targetapple moffettnathanson neutral 2112 years ago
Published August 20, 2024 by Philip Elmer-DeWitt

MoffettNathanson initiates Apple coverage at Neutral with $211 target

"All we are suggesting is that some level of sobriety is appropriate, given how high the bar has already been set." — Founder Craig Moffett

Read More MoffettNathanson initiates Apple coverage at Neutral with $211 target

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Why Morgan Stanley's Erik Woodring has new-found optimism for Appleapple woodring morganstanley optimism2 years ago
Published August 17, 2024 by Philip Elmer-DeWitt

Why Morgan Stanley's Erik Woodring has new-found optimism for Apple

From "Apple's iPhones could see a strong Q3, explains Morgan Stanley's Erik Woodring" which aired Friday on CNBC.

Read More Why Morgan Stanley's Erik Woodring has new-found optimism for Apple

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Saturday Apple video: The interpersonal computer (1991)apple saturday jobs interpersonal2 years ago
Published August 17, 2024 by Philip Elmer-DeWitt

Saturday Apple video: The interpersonal computer (1991)

"The real competitive advantage in the 1990s is going to come from improving group productivity and collaboration." — NeXT's Steve Jobs

Read More Saturday Apple video: The interpersonal computer (1991)

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Ben Reitzes: Expectations for Apple are relatively low (video)apple reitzes melius buffett2 years ago
Published August 17, 2024 by Philip Elmer-DeWitt

Ben Reitzes: Expectations for Apple are relatively low (video)

Ben Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss Apple's company outlook, Nvidia's AI dominance, state of the chips sector, and more.

Read More Ben Reitzes: Expectations for Apple are relatively low (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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