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Gene Munster likes Siri's oddsapple deepwater siri odds10 months ago
Published July 1, 2025 by Philip Elmer-DeWitt

Gene Munster likes Siri's odds

"Perplexity is Apple’s best option because it’s both a strategic fit and allows Apple control."

Read More Gene Munster likes Siri's odds

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Tom Forte on report that Apple may find an AI partner: 'I'm very encouraged'apple forte anthropic openai10 months ago
Published July 1, 2025 by Philip Elmer-DeWitt

Tom Forte on report that Apple may find an AI partner: 'I'm very encouraged'

From "Apple overpromised and underdelivered with Apple Intelligence, says Maxim's Tom Forte" which aired Tuesday on CNBC.

Read More Tom Forte on report that Apple may find an AI partner: 'I'm very encouraged'

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Laura Martin: Apple is falling further behind (video)apple ai martin falling10 months ago
Published July 1, 2025 by Philip Elmer-DeWitt

Laura Martin: Apple is falling further behind (video)

From "Apple needs to supercharge their AI efforts, says Needham's Laura Martin" posted Tuesday by CNBC.

Read More Laura Martin: Apple is falling further behind (video)

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Vision Pro engineer told Apple he needed family timeapple engineer family time10 months ago
Published July 1, 2025 by Philip Elmer-DeWitt

Vision Pro engineer told Apple he needed family time

Three days before leaving Apple, Liu used his company credentials to download thousands of Apple documents containing trade secrets, and upload them into his personal cloud storage, the lawsuit claimed.

Read More Vision Pro engineer told Apple he needed family time

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Judge: Apple may have monopoly control of a 'distinct submarket'apple monopoly performance smartphone10 months ago
Published July 1, 2025 by Philip Elmer-DeWitt

Judge: Apple may have monopoly control of a 'distinct submarket'

"Performance smartphones, "Apple's lawyers had argued, was “an invented definition divorced from commercial reality.”

Read More Judge: Apple may have monopoly control of a 'distinct submarket'

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Here's what's goosing Apple's share price (video)apple gurman ai acquisition10 months ago
Published July 1, 2025 by Philip Elmer-DeWitt

Here's what's goosing Apple's share price (video)

From Mark Gurman's "Apple Weighs Using Anthropic or OpenAI to Power Siri in Major Reversal" posted Monday by Bloomberg at 2:45 Eastern.

Read More Here's what's goosing Apple's share price (video)

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Richard Windsor: Acquisition is the most likely outcome of Apple's AI dilemmaapple windsor acquisition ai10 months ago
Published July 1, 2025 by Philip Elmer-DeWitt

Richard Windsor: Acquisition is the most likely outcome of Apple's AI dilemma

"If one believes even half of what Google, OpenAI, Anthropic, Meta and so on say about where the use of AI agents is going, then this could put the iPhone business at risk of becoming much less profitable."

Read More Richard Windsor: Acquisition is the most likely outcome of Apple's AI dilemma

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Premarket: Apple is greenapple premarket green 4-17-2610 months ago
Published July 1, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Fall as Investors Fret About Trade Tensions" posted early Tuesday.

Read More Premarket: Apple is green

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Ming-Chi Kuo: Apple Vision Series and Smart Glasses Roadmap (2025–2028)apple kuo glasses schedule10 months ago
Published June 30, 2025 by Philip Elmer-DeWitt

Ming-Chi Kuo: Apple Vision Series and Smart Glasses Roadmap (2025–2028)

From "Smart Glasses Set to Drive the Next Wave in Consumer Electronics" posted Sunday on Kuo's website.

Read More Ming-Chi Kuo: Apple Vision Series and Smart Glasses Roadmap (2025–2028)

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Dan Nathan and Dan Ives: Apple at the precipice (video)apple dan nathan ives10 months ago
Published June 30, 2025 by Philip Elmer-DeWitt

Dan Nathan and Dan Ives: Apple at the precipice (video)

"Do they care about people like me? No. But here's who they do care about: developers." 

Read More Dan Nathan and Dan Ives: Apple at the precipice (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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