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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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When will the generative AI bubble burst?apple ai bubble zitron1 year ago
Published June 3, 2024 by Philip Elmer-DeWitt

When will the generative AI bubble burst?

"Spending on AI is probably getting ahead of itself in a way we last saw during the fiber-optic boom of the late 1990s—a boom that led to some of the biggest crashes of the first dot-com bubble."

Read More When will the generative AI bubble burst?

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Will it be AI that pulls Edward Ludlow in for a new phone?apple samsung ai discounts1 year ago
Published June 3, 2024 by Philip Elmer-DeWitt

Will it be AI that pulls Edward Ludlow in for a new phone?

"Generative artificial intelligence is cool and everything, but it’s not top of mind for most consumers in a smartphone upgrade cycle."

Read More Will it be AI that pulls Edward Ludlow in for a new phone?

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Microsoft has an Apple-shaped AI nightmare on its handsapple microsoft openai nadella1 year ago
Published June 3, 2024 by Philip Elmer-DeWitt

Microsoft has an Apple-shaped AI nightmare on its hands

From Jez Corden's "The enormity of Microsoft's Windows Phone shut-down mistake is becoming increasingly clear in the AI era" posted Monday by Windows Central.

Read More Microsoft has an Apple-shaped AI nightmare on its hands

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Apple is No. 1 in Goldman Sachs' 'underweight' basketapple goldman baskets 6-3-241 year ago
Published June 3, 2024 by Philip Elmer-DeWitt

Apple is No. 1 in Goldman Sachs' 'underweight' basket

Also No. 6 in Goldman's top 10 stocks in the "move loved" list.

Read More Apple is No. 1 in Goldman Sachs' 'underweight' basket

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Premarket: Apple is greenapple premarket green 11-12-251 year ago
Published June 3, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From "S&P 500 futures edge higher to start the month" posted early Monday.

Read More Premarket: Apple is green

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Marques Brownlee tours Apple's iPhone torture chambers (video)apple tortune marques brownlee1 year ago
Published June 2, 2024 by Philip Elmer-DeWitt

Marques Brownlee tours Apple's iPhone torture chambers (video)

"I recently got to visit some Apple labs where they durability test new iPhones before they come out, and learned a few things"

Read More Marques Brownlee tours Apple's iPhone torture chambers (video)

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Mark Gurman: Apple's piecemeal Siri revampapple siri wwdc gurman1 year ago
Published June 2, 2024 by Philip Elmer-DeWitt

Mark Gurman: Apple's piecemeal Siri revamp

"Though Apple plans to push out several AI features this fall with iOS 18, the upgraded Siri capabilities won’t arrive until sometime next year."

Read More Mark Gurman: Apple's piecemeal Siri revamp

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Wedbush's Daniel Ives: Fashion plateapple daniel ives glowtime1 year ago
Published June 2, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: Fashion plate

From Nadine DeNinno's "I’m Wall Street’s best dressed man" posted Tuesday by the New York Post.

Read More Wedbush's Daniel Ives: Fashion plate

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This week's Apple trading strategies (6/3-6/7/24)apple trading strategies 6-3-241 year ago
Published June 2, 2024 by Philip Elmer-DeWitt

This week's Apple trading strategies (6/3-6/7/24)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (6/3-6/7/24)

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BofA's Wamsi Mohan sees the new, smarter Siri taking over everyday tasksapple bofa ai siri1 year ago
Published June 1, 2024 by Philip Elmer-DeWitt

BofA's Wamsi Mohan sees the new, smarter Siri taking over everyday tasks

We view messaging, payments, ride hailing, workouts, photos, car commands, restaurant reservations, music, shortcuts etc as potential domains that will likely see deeper integration with Siri.

Read More BofA's Wamsi Mohan sees the new, smarter Siri taking over everyday tasks

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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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