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Will Apple ever reach net cash neutrality?Apple OpenAI windsor zeno1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

Will Apple ever reach net cash neutrality?

"The company is kicking off approximately $100B of free cash flow a year."

Read More Will Apple ever reach net cash neutrality?

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Morgan Stanley expected Apple to go with Gemini over ChatGPT (or GPT-4o)apple openai google morgan stanley1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

Morgan Stanley expected Apple to go with Gemini over ChatGPT (or GPT-4o)

"An OpenAI and Apple partnership could have wider-reaching financial ramifications." — Analyst Eric Woodring

Read More Morgan Stanley expected Apple to go with Gemini over ChatGPT (or GPT-4o)

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Tim Cook blamed for Apple's lack of a Next Big Thingapple paris marx cook1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

Tim Cook blamed for Apple's lack of a Next Big Thing

"Tim Cook was never a product genius. But right now, that's exactly what Apple needs."

Read More Tim Cook blamed for Apple's lack of a Next Big Thing

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This analyst expects AI to accelerate the iPhone refresh cycleapple ai king lip1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

This analyst expects AI to accelerate the iPhone refresh cycle

"Personally I think it's a big deal for Apple." — BakerAvenue's King Lip

Read More This analyst expects AI to accelerate the iPhone refresh cycle

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Two analysts on what CPT-4o means for Apple (video)apple gpt4o daryanani crocket1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

Two analysts on what CPT-4o means for Apple (video)

From "AI is crucial for Apple right now, says Rosenblatt Securities' Barton Crocket" which aired Monday on CNBC.

Read More Two analysts on what CPT-4o means for Apple (video)

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Premarket: Apple is greenapple premarket green 8-15-251 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures are little changed as investors brace for key inflation reports" posted early Tuesday.

Read More Premarket: Apple is green

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Watch the GPT-4o demo (video)apple openAI gpt-4o1 year ago
Published May 14, 2024 by Philip Elmer-DeWitt

Watch the GPT-4o demo (video)

Imagine what Apple could do with this.

Read More Watch the GPT-4o demo (video)

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Toni Sacconaghi sees Siri as a front-end for either OpenAI or Geminiapple openai gemini sacconaghi1 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

From "Apple doesn't have to get into the AI sphere by itself" which aired Monday on CNBC.

Read More Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

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Eddy Cue's big stickapple hollywood bonus cue1 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

Eddy Cue's big stick

From Lucas Shaw's "Apple, Netflix Amazon Want to Change How They Pay Hollywood Stars" posted Sunday by Bloomberg.

Read More Eddy Cue's big stick

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You could grow old waiting for Apple's folding iPhoneapple folding iphone digitimes1 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

You could grow old waiting for Apple's folding iPhone

From Rebecca Kuo and Rodney Chan's "Apple said to have signed pact with Samsung Display for foldable devices" posted Friday by DigiTimes.

Read More You could grow old waiting for Apple's folding iPhone

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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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