Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
Apple silicon meets genAI in the data centerapple silicon data center2 years ago
Published May 15, 2024 by Philip Elmer-DeWitt

Apple silicon meets genAI in the data center

"We have long bemoaned the lack of compelling consumer uses for generative AI, and we often add that the industry needs Apple to show everyone else what can be done."

Read More Apple silicon meets genAI in the data center

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

13 Comments

NYT: Scarlett Johansson is coming to your iPhoneapple iphone scarlett johansson2 years ago
Published May 15, 2024 by Philip Elmer-DeWitt

NYT: Scarlett Johansson is coming to your iPhone

From Kevin Roose's "A.I.’s ‘Her’ Era Has Arrived" in Wednesday's New York Times.

Read More NYT: Scarlett Johansson is coming to your iPhone

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

7 Comments

Premarket: Apple is redapple premarket red 8-21-252 years ago
Published May 15, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "Futures flat before key inflation test" posted early Wednesday.

Read More Premarket: Apple is red

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

8 Comments

Daniel Ives: Why Apple is betting on OpenAI (video)apple ives google openai2 years ago
Published May 15, 2024 by Philip Elmer-DeWitt

Daniel Ives: Why Apple is betting on OpenAI (video)

"It comes down to who has the best technology out there." 

Read More Daniel Ives: Why Apple is betting on OpenAI (video)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

6 Comments

Will Apple ever reach net cash neutrality?Apple OpenAI windsor zeno2 years 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?

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

22 Comments

Morgan Stanley expected Apple to go with Gemini over ChatGPT (or GPT-4o)apple openai google morgan stanley2 years 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)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

7 Comments

Tim Cook blamed for Apple's lack of a Next Big Thingapple paris marx cook2 years 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

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

25 Comments

This analyst expects AI to accelerate the iPhone refresh cycleapple ai king lip2 years 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

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

3 Comments

Two analysts on what CPT-4o means for Apple (video)apple gpt4o daryanani crocket2 years 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)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

4 Comments

Premarket: Apple is greenapple premarket green 1-22-262 years 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

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

6 Comments

Posts pagination

Previous 1 … 276 277 278 … 1,341 Next
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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

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
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt