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80 minutes with the guy who prototyped Apple Vision Pro (video)apple vision bar-zeev2 years ago
Published March 19, 2024 by Philip Elmer-DeWitt

80 minutes with the guy who prototyped Apple Vision Pro (video)

Avi Bar-Zeev was hired to show Apple management what "Spatial Computing" might look like. He may also have sold them on the term.

Read More 80 minutes with the guy who prototyped Apple Vision Pro (video)

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Premarket: Apple is greenapple premarket green 1-9-262 years ago
Published March 19, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Waver as Fed Decision Looms and Inflationary Pressures Persist" posted early Tuesday.

Read More Premarket: Apple is green

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Apple and Nvidia, BFFs?apple vision pro nvidia2 years ago
Published March 19, 2024 by Philip Elmer-DeWitt

Apple and Nvidia, BFFs?

From Jacob Roach's "Nvidia and Apple are collaborating on the Vision Pro in the most unlikely way" posted Monday by Digitaltrends.

Read More Apple and Nvidia, BFFs?

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Evercore: Apple's AI deal with Google could be a win-winapple evercore ai google2 years ago
Published March 18, 2024 by Philip Elmer-DeWitt

Evercore: Apple's AI deal with Google could be a win-win

"Reaping the AI Benefits Without the High Investment Levels?" — Analyst Amit Daryanani

Read More Evercore: Apple's AI deal with Google could be a win-win

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Gene Munster believes Apple now gets it (i.e. AI)apple gene munster ai2 years ago
Published March 18, 2024 by Philip Elmer-DeWitt

Gene Munster believes Apple now gets it (i.e. AI)

"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."

Read More Gene Munster believes Apple now gets it (i.e. AI)

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Ben Thompson: Why Apple would license Google AIapple google martin exclusive2 years ago
Published March 18, 2024 by Philip Elmer-DeWitt

Ben Thompson: Why Apple would license Google AI

"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."

Read More Ben Thompson: Why Apple would license Google AI

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Apple blowback from TikTok?apple tiktok china blowback2 years ago
Published March 18, 2024 by Philip Elmer-DeWitt

Apple blowback from TikTok?

From "Analyst warns that a TikTok ban could lead to major trouble for Apple, Big Tech" ($) posted Friday by The Street.

Read More Apple blowback from TikTok?

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Mark Gurman pours cold water on Apple's AI effortsapple genai gurman cold water2 years ago
Published March 18, 2024 by Philip Elmer-DeWitt

Mark Gurman pours cold water on Apple's AI efforts

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

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Premarket: Apple is greenapple premarket green 1-9-262 years ago
Published March 18, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "S&P 500 futures climb to start the week as investors await fresh Fed guidance" posted early Monday.

Read More Premarket: Apple is green

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Apple: KeyBanc is sitting out this cycleapple keybanc sitting out2 years ago
Published March 17, 2024 by Philip Elmer-DeWitt

Apple: KeyBanc is sitting out this cycle

"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

Read More Apple: KeyBanc is sitting out this cycle

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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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