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Meet Apple's new $200 million AI acquihire (video)9 years ago
Published August 6, 2016 by Philip Elmer-DeWitt

Meet Apple's new $200 million AI acquihire (video)

A year ago, Apple's machine learning efforts weren't even on Carlos Guestrin's radar screen. In prepared remarks to analysts last month, Tim Cook casually referred to Apple's…

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Apple Campus 2: First drone flyover of August (video)9 years ago
Published August 5, 2016 by Philip Elmer-DeWitt

Apple Campus 2: First drone flyover of August (video)

Check out the security kiosk. Matthew Roberts' latest tour of the spaceship and its satellites landed on YouTube today, five months to occupancy. Check it out. 4:14…

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Apple: iPhone 7 rumor roundup9 years ago
Published August 5, 2016 by Philip Elmer-DeWitt

Apple: iPhone 7 rumor roundup

The list is from the Royal Bank of Canada. The annotations are mine. In a note to clients Friday, RBC's Amit Daryanani did an iPhone 7 "data…

Read More Apple: iPhone 7 rumor roundup

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New Tesla fender bender caught on dashcam video9 years ago
Published August 5, 2016 by Philip Elmer-DeWitt

New Tesla fender bender caught on dashcam video

Driver blames Tesla's Autopilot. Eletrek has the story, along with a link to a similar accident in Switzerland. Now imagine the market reaction if these had been Apple…

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Chart: The reassuring inevitability of iPhone growth9 years ago
Published August 4, 2016 by Philip Elmer-DeWitt

Chart: The reassuring inevitability of iPhone growth

Apple doesn't have to grow new buyers to sell more iPhones. Apple investors may take some comfort in the chart UBS analyst Steven Milunovich sent to clients…

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A kick in the pants for Apple Pay and Android Pay9 years ago
Published August 3, 2016 by Philip Elmer-DeWitt

A kick in the pants for Apple Pay and Android Pay

One of the unintended consequences of a bungled rollout. If you think Joanna Stern's critique of the new generation of credit card chip readers in Wednesday's Wall…

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Apple: Buried treasure9 years ago
Published August 3, 2016 by Philip Elmer-DeWitt

Apple: Buried treasure

Here's what the analysts found in Apple's Form 10-Q. "Is Apple['s] beat a real inflection point?" asked Morgan Stanley's Katy Huberty in a note to clients late last week. "While…

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What happens to Apple in a financial collapse9 years ago
Published August 2, 2016 by Philip Elmer-DeWitt

What happens to Apple in a financial collapse

An SEC filing last week spelled it out. Scanning the Form 10-Q that Apple filed with the U.S. Securities and Exchange Commission on Day 3 of the…

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Apple iPad: Shrinking market, growing share9 years ago
Published August 2, 2016 by Philip Elmer-DeWitt

Apple iPad: Shrinking market, growing share

From IDC's Worldwide Quarterly Tablet Tracker: An overwhelming majority of tablets shipped this past quarter were Android-based systems (65%) followed by iOS, which captured 26%, and Windows…

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Here's what I don't get about Apple's buybacks9 years ago
Published August 1, 2016 by Philip Elmer-DeWitt

Here's what I don't get about Apple's buybacks

How can the orange line fall so steeply without pushing up the blue? Since 2012, Apple has purchased and retired nearly 1.2 billion of its own shares,…

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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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