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Apple's iPhone 15 helps lift the smartphone market out of its post-COVID funkapple smartphone growth counterpoint2 years ago
Published November 23, 2023 by Philip Elmer-DeWitt

Apple's iPhone 15 helps lift the smartphone market out of its post-COVID funk

"The one-week delay this year meant the full effect of the new iPhone sales was felt in October."

Read More Apple's iPhone 15 helps lift the smartphone market out of its post-COVID funk

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Sam Altman's restoration: What the analysts are sayingaltman restored openai analysts2 years ago
Published November 22, 2023 by Philip Elmer-DeWitt

Sam Altman's restoration: What the analysts are saying

"Sam Altman seems awfully powerful and it is unclear that any board would be able to oversee him." 

Read More Sam Altman's restoration: What the analysts are saying

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Premarket: Apple is greenapple premarket green 7-2-252 years ago
Published November 22, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "U.S. Stock Futures Pause Before Pre-Thanksgiving Economic Data" posted early Wednesday.

Read More Premarket: Apple is green

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Apple's 2023 holiday film: Fuzzy Feelings (video)apple holiday fuzzy feeling2 years ago
Published November 21, 2023 by Philip Elmer-DeWitt

Apple's 2023 holiday film: Fuzzy Feelings (video)

"Sometimes, seeing things through a new lens can make all the difference."

Read More Apple's 2023 holiday film: Fuzzy Feelings (video)

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Evercore: About the $18-$20 billion Google pays Appleapple google evercore 20B2 years ago
Published November 21, 2023 by Philip Elmer-DeWitt

Evercore: About the $18-$20 billion Google pays Apple

According to analyst Amit Daryanani, those $18-$20 billion include — or more precisely, are equal to — 36% of Google's revenue from Safari search traffic. 

Read More Evercore: About the $18-$20 billion Google pays Apple

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The Journal sees trouble ahead for Apple in Chinaapple wsj watch back2 years ago
Published November 21, 2023 by Philip Elmer-DeWitt

The Journal sees trouble ahead for Apple in China

"Apple dominated the premium handset market for most of the pandemic years, partly thanks to the troubles of competitors like Huawei. But nothing lasts forever."

Read More The Journal sees trouble ahead for Apple in China

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The New York Times blames Apple's Steve Jobs for OpenAI's Sam Altmanapple NYT blames steve2 years ago
Published November 21, 2023 by Philip Elmer-DeWitt

The New York Times blames Apple's Steve Jobs for OpenAI's Sam Altman

Also Theranos' Elizabeth Holmes, WeWork's Adam Neumann, SBF's Sam Bankman-Fried, and X's Elon Musk.

Read More The New York Times blames Apple's Steve Jobs for OpenAI's Sam Altman

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Premarket: Apple is redapple premarket red 7-3-252 years ago
Published November 21, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "U.S. Stock Futures Slip Ahead of Fed Minutes, Nvidia Earnings" posted early Tuesday.

Read More Premarket: Apple is red

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Sam Altman, OpenAI, Microsoft: Kara Swisher has the blow-by-blowaltman openai kara swisher2 years ago
Published November 20, 2023 by Philip Elmer-DeWitt

Sam Altman, OpenAI, Microsoft: Kara Swisher has the blow-by-blow

"That's when things went wacky."

Read More Sam Altman, OpenAI, Microsoft: Kara Swisher has the blow-by-blow

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Morgan Stanley: 20-40% of Apple's job postings seek generative AI skillsapple AI morgan stanley2 years ago
Published November 20, 2023 by Philip Elmer-DeWitt

Morgan Stanley: 20-40% of Apple's job postings seek generative AI skills

"Huawei vs. the iPhone 15... and Apple's AI intentions were key topics of discussion at our 2023 AP Summit." — Analyst Erik Woodring.

Read More Morgan Stanley: 20-40% of Apple's job postings seek generative AI skills

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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 ($)
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