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Apple Vision Pro: Brian Tong has a few suggestions (video)apple goggles brian tong2 years ago
Published June 26, 2024 by Philip Elmer-DeWitt

Apple Vision Pro: Brian Tong has a few suggestions (video)

From Tong's "So...What's Up With Apple Vision Pro?" posted Tuesday on YouTube: After the latest reports and WWDC24, I think it’s time to ask, What’s Up…

Read More Apple Vision Pro: Brian Tong has a few suggestions (video)

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Daniel Ives: Apple's walking a regulatory tightwireapple ives regulatory tightwire2 years ago
Published June 25, 2024 by Philip Elmer-DeWitt

Daniel Ives: Apple's walking a regulatory tightwire

"Realistically, we're talking $1 billion to $2 billion in terms of what they'll have to pay."

Read More Daniel Ives: Apple's walking a regulatory tightwire

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Gene Munster: Ignore the Apple-vs.-EU headlines (video)apple munster regulators2 years ago
Published June 25, 2024 by Philip Elmer-DeWitt

Gene Munster: Ignore the Apple-vs.-EU headlines (video)

"I ultimately believe that Apple is in a great position in terms of where they're at with regulators."

Read More Gene Munster: Ignore the Apple-vs.-EU headlines (video)

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Will Apple commoditize the generative AI models? (video)apple bosa commoditize LLMs2 years ago
Published June 25, 2024 by Philip Elmer-DeWitt

Will Apple commoditize the generative AI models? (video)

"Apple has played its hand quite remarkably over the last few weeks. It's amazing. They went from AI laggard to almost the gatekeeper in the space." — CNBC's Deirdre Bosa

Read More Will Apple commoditize the generative AI models? (video)

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Palantir co-founder: The EU is right to go after Appleapple joe lonsdale dma2 years ago
Published June 24, 2024 by Philip Elmer-DeWitt

Palantir co-founder: The EU is right to go after Apple

"I think in this case they are probably making a good point." — Joe Lonsdale

Read More Palantir co-founder: The EU is right to go after Apple

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Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution2 years ago
Published June 23, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution

And the Street is just starting to get it.

Read More Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution

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Saturday Apple video: Self Pity (Get a Mac)apple saturday self pity2 years ago
Published June 22, 2024 by Philip Elmer-DeWitt

Saturday Apple video: Self Pity (Get a Mac)

"Why go on? Just let me lie here and depreciate."

Read More Saturday Apple video: Self Pity (Get a Mac)

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It's Nvidia, Microsoft, Apple and everybody else (video)apple microsoft nvidia moorhead2 years ago
Published June 21, 2024 by Philip Elmer-DeWitt

It's Nvidia, Microsoft, Apple and everybody else (video)

From "Moor Insights' Patrick Moorhead talks mega cap AI trades" which aired Thursday on CNBC.

Read More It's Nvidia, Microsoft, Apple and everybody else (video)

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This guy said to sell Nvidia before the bubble burstapple nvidia ai bubble2 years ago
Published June 21, 2024 by Philip Elmer-DeWitt

This guy said to sell Nvidia before the bubble burst

From "I Have To Call It: The AI Stock Market Bubble Will End Ugly..." posted two weeks ago by Value Investing with Sven Carlin, Ph.D.

Read More This guy said to sell Nvidia before the bubble burst

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Nvidia: 'The perfect momentum company' (video)apple nvidia video leswing2 years ago
Published June 19, 2024 by Philip Elmer-DeWitt

Nvidia: 'The perfect momentum company' (video)

"People were starting to realize that if AI was a gold rush, Nvidia was the one making the shovels." — CNBC's Kif Leswing

Read More Nvidia: 'The perfect momentum company' (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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