"The news of Apple launching its own model and talking with Google and OpenAI to license a foundation model speaks to the degree that the company's growth North Star has changed over the past month."
"This is a classic example of a rumor that is a bit of a shock but not at all a surprise. This partnership, should it come to fruition, makes a massive amount of sense for both sides."

From "Analyst warns that a TikTok ban could lead to major trouble for Apple, Big Tech" ($) posted Friday by The Street.
From Gurman's "Apple Is in Talks to Let Google Gemini Power iPhone AI Features" posted Sunday by Bloomberg.
Read More Mark Gurman pours cold water on Apple's AI efforts

"We are seeing NT estimates as full where a reacceleration in revenue is likely already embedded in expectations, which could prove challenging." — Analyst Brandon Nispel

"We demonstrate that for large-scale multimodal pre-training using a careful mix of image-caption, interleaved image-text, and text-only data is crucial for achieving state-of-the-art few-shot results across multiple benchmarks."
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"We don't compete with the 30% guys anymore. We compete, really, with piracy."
Cook had told investors on an Nov. 1, 2018, analyst call that although Apple faced sales pressure in markets such as Brazil, India, Russia and Turkey, where currencies had weakened, "I would not put China in that category."
Read More Apple agrees to pay shareholders for Tim Cook's China happy talk
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