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Apple 3.0

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WSJ: Mark Zuckerberg sees his moment to take on Appleapple zuckerberg ai glasses8 months ago
Published August 4, 2025 by Philip Elmer-DeWitt

WSJ: Mark Zuckerberg sees his moment to take on Apple

Zuckerberg is clearly betting that advanced artificial intelligence’s near emergence will finally open the door to a post-smartphone world.

Read More WSJ: Mark Zuckerberg sees his moment to take on Apple

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Mark Gurman: Tim Cook calls all hands for an Apple AI 'pep talk'apple ai pep talk8 months ago
Published August 2, 2025 by Philip Elmer-DeWitt

Mark Gurman: Tim Cook calls all hands for an Apple AI 'pep talk'

"Apple must do this. Apple will do this. This is sort of ours to grab."

Read More Mark Gurman: Tim Cook calls all hands for an Apple AI 'pep talk'

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Daniel Ives: The clock is ticking for Apple — and for Tim Cookapple ives clock ticking8 months ago
Published July 30, 2025 by Philip Elmer-DeWitt

Daniel Ives: The clock is ticking for Apple — and for Tim Cook

"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some significant headway on its AI strategy."

Read More Daniel Ives: The clock is ticking for Apple — and for Tim Cook

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Meta poaches another Apple AI guyapple ai meta poach8 months ago
Published July 29, 2025 by Philip Elmer-DeWitt

Meta poaches another Apple AI guy

The departures have thrown Apple’s models team into flux.

Read More Meta poaches another Apple AI guy

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Gene Munster: Apple has found a bottom in its recent iPhone softnessapple munster q3 walkup8 months ago
Published July 28, 2025 by Philip Elmer-DeWitt

Gene Munster: Apple has found a bottom in its recent iPhone softness

"The bottom line is iPhone is the most important part of the business, and results have been lumpy over the past couple of years."

Read More Gene Munster: Apple has found a bottom in its recent iPhone softness

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Daniel Ives has dropped Apple from his list of 'Big Tech stalwarts'apple ives sticking 3109 months ago
Published July 23, 2025 by Philip Elmer-DeWitt

Daniel Ives has dropped Apple from his list of 'Big Tech stalwarts'

"We have barely scratched the surface of this 4th Industrial Revolution now playing out around the world led by the Big Tech stalwarts such as Nvidia, Microsoft, Palantir, Meta, Alphabet, and Amazon."

Read More Daniel Ives has dropped Apple from his list of 'Big Tech stalwarts'

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Model deathknell: Meta grabs two more Apple LLM engineersapple meta model deathknell9 months ago
Published July 18, 2025 by Philip Elmer-DeWitt

Model deathknell: Meta grabs two more Apple LLM engineers

The moves are part of a scramble for AI talent across the tech industry.

Read More Model deathknell: Meta grabs two more Apple LLM engineers

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'Agentic browsers' have landed — but not for Appleapple agentic browsers tommo9 months ago
Published July 11, 2025 by Philip Elmer-DeWitt

'Agentic browsers' have landed — but not for Apple

They make traditional browsers feel quaint, as if they belong in a museum. Once you shift off Safari—or any legacy browser—you’ll be as eager to return as you are to reinstall AOL. — Tommo_UK

Read More 'Agentic browsers' have landed — but not for Apple

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Why did Apple buy WhyLabs and TrueMeaning?apple whylabs truemeeting9 months ago
Published July 8, 2025 by Philip Elmer-DeWitt

Why did Apple buy WhyLabs and TrueMeaning?

Apple seems to be focused on boosting not only the work it has been doing on the Vision Pro headset but also in escalating its AI ambitions further by advancing its Apple Intelligence initiatives.

Read More Why did Apple buy WhyLabs and TrueMeaning?

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Gene Munster likes Siri's oddsapple deepwater siri odds9 months ago
Published July 1, 2025 by Philip Elmer-DeWitt

Gene Munster likes Siri's odds

"Perplexity is Apple’s best option because it’s both a strategic fit and allows Apple control."

Read More Gene Munster likes Siri's odds

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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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Apple 2.0 Archives

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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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