"Do locals really wear this?"
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The Times, Post and USA Today reviewed him. Scott Galloway and Jon Stewart interviewed him. You may have even read his bestseller.
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"Of course, Apple is late to AI, but they are essentially a toll collector on its unmatched global ecosystem."
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"If judged on the question of creation and satisfaction of the customer — i.e. the ultimate purpose of the firm — the App Store and Services in general has satisfied 1.4 billion people. That they are spending over $1.3 trillion and doubling in 4 years is nothing short of astonishing."
Apple's Tim Cook better read this
1 week ago
1 week ago"The genius of SenseOS is that Apple already has the only advantage that matters: people living inside its ecosystem. And unlike any startup, Apple can deploy a unified, privacy-first, latency-free interface across 2 billion devices."
Premarket: Apple is green
1 week ago
1 week agoFrom CNBC's "S&P 500 futures rise ahead of May jobs report" posted early Friday.
KeyBanc: iPhone panic buying continues
1 week ago
1 week ago"Our Key First Look Data reflects outsized y/y iPhone sales growth (+20% y/y) for the second month in a row, due to continued panic buying ahead of tariff- related price pricing concerns." — Analyst John Vinh
"What jumps out to me is that Apple has a more advanced cloud-based LLM that is rumored to be 150 billion parameters. This would be comparable to ChatGPT-4o, which is impressive and would mark about a 50x increase in model size."
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"AAPL believes that it “makes its own weather." — Analyst Laura Martin
"I’ve said it before but not in a while: Meta is a criminal enterprise."
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