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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)

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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?

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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)

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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

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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

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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)

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Premarket: Apple is greenapple premarket green 5-7-262 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

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Watch the GPT-4o demo (video)apple openAI gpt-4o2 years ago
Published May 14, 2024 by Philip Elmer-DeWitt

Watch the GPT-4o demo (video)

Imagine what Apple could do with this.

Read More Watch the GPT-4o demo (video)

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Toni Sacconaghi sees Siri as a front-end for either OpenAI or Geminiapple openai gemini sacconaghi2 years ago
Published May 13, 2024 by Philip Elmer-DeWitt

Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

From "Apple doesn't have to get into the AI sphere by itself" which aired Monday on CNBC.

Read More Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

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Eddy Cue's big stickapple hollywood bonus cue2 years ago
Published May 13, 2024 by Philip Elmer-DeWitt

Eddy Cue's big stick

From Lucas Shaw's "Apple, Netflix Amazon Want to Change How They Pay Hollywood Stars" posted Sunday by Bloomberg.

Read More Eddy Cue's big stick

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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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