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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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This is what 'Constitutional AI' looks likeapple amazon anthropic constitutional6 months ago
Published June 25, 2025 by Philip Elmer-DeWitt

This is what 'Constitutional AI' looks like

The facility will consume 2.2 gigawatts of electricity — enough to power a million homes. Each year, it will use millions of gallons of water to keep the chips from overheating.

Read More This is what 'Constitutional AI' looks like

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Premarket: Apple is greenapple premarket green 12-26-256 months ago
Published June 25, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "S&P 500 futures are little changed as index nears all-time high" posted earky Wednesday.

Read More Premarket: Apple is green

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Macalope: Welcome to Vaporgate, the lawsuitapple intelligence vaporgate macalope6 months ago
Published June 24, 2025 by Philip Elmer-DeWitt

Macalope: Welcome to Vaporgate, the lawsuit

From the Macalope's "Those Apple AI rumors aren’t all that Perplexing when you think Intelligently about it" posted Tuesday by Macworld.

Read More Macalope: Welcome to Vaporgate, the lawsuit

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Apple Insider's Malcom Owen takes a deep dive into Apple Siliconapple silicon deep dive6 months ago
Published June 24, 2025 by Philip Elmer-DeWitt

Apple Insider's Malcom Owen takes a deep dive into Apple Silicon

It's been five years since Tim Cook's Apple Silicon announcement, and over a decade of rumors. Here's how the whole saga started, how it launched, and…

Read More Apple Insider's Malcom Owen takes a deep dive into Apple Silicon

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Ben Thompson: AI, for Apple, is a sustaining innovationapple ai thompson sustaining6 months ago
Published June 24, 2025 by Philip Elmer-DeWitt

Ben Thompson: AI, for Apple, is a sustaining innovation

A fresh look — using Clay Christensen's framework of sustaining versus disruptive innovation — at the impact of AI on Apple, Google, Meta, Microsoft and Amazon.

Read More Ben Thompson: AI, for Apple, is a sustaining innovation

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Premarket: Apple is greenapple premarket green 12-26-256 months ago
Published June 24, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Surge, Oil Plunges as Israel Agrees Ceasefire With Iran" posted early Tuesday.

Read More Premarket: Apple is green

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Shay Boloor: Apple hasn't lost the AI raceapple ai shaw boboor6 months ago
Published June 23, 2025 by Philip Elmer-DeWitt

Shay Boloor: Apple hasn't lost the AI race

If Apple really is circling names like Perplexity, Cohere, Mistral, and Databricks -- that’s not just a feature acquisition spree. That’s a declaration. A reframing.

Read More Shay Boloor: Apple hasn't lost the AI race

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Where did Jony & Sam's lovefest go?apple ive altman scrubbed6 months ago
Published June 23, 2025 by Philip Elmer-DeWitt

Where did Jony & Sam's lovefest go?

OpenAI tells The Verge the deal is still happening, but it scrubbed mentions due to a trademark lawsuit from Iyo, the hearing device startup spun out of Google’s moonshot factory.

Read More Where did Jony & Sam's lovefest go?

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Premarket: Apple was green, turned redapple premarket red 12-18-256 months ago
Published June 23, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC's "Stock futures tick up as oil falls following U.S. bombing of Iran" posted early Monday.

Read More Premarket: Apple was green, turned red

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Mark Gurman: The case for Apple swallowing Perplexity AIapple perplexity acquisition gurman6 months ago
Published June 22, 2025 by Philip Elmer-DeWitt

Mark Gurman: The case for Apple swallowing Perplexity AI

"Buying a multibillion-dollar AI company would represent a radical shift away from Apple’s conservative M&A strategy."

Read More Mark Gurman: The case for Apple swallowing Perplexity AI

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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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