Why Deepwater's Doug Clinton doesn't own Apple (video)

From "Apple doesn't own its own AI destiny, says Deepwater's Doug Clinton" which aired Thursday on CNBC.

15 Comments

Apple among hedge fund Third Point's top four 'unstoppable' AI investments

11 months ago

Published August 30, 2024 by Philip Elmer-DeWitt

Apple among hedge fund Third Point's top four 'unstoppable' AI investments

Loeb loaded up, acquiring nearly 2 million shares of the iPhone maker in a stake valued at roughly $411 million and representing nearly 5% of his portfolio.

12 Comments

Cult of Mac takes a deep dive into an Apple Foundation Model white paper

11 months ago

Published August 29, 2024 by Philip Elmer-DeWitt

Cult of Mac takes a deep dive into an Apple Foundation Model white paper

Tested every which way against the leaders, Apple Intelligence (either on device or on the server) scores well, not great.

6 Comments

Daniel Ives: 25% of the world will ultimately access AI through an iPhone

11 months ago

Published August 27, 2024 by Philip Elmer-DeWitt

Daniel Ives: 25% of the world will ultimately access AI through an iPhone

"We continue to believe the consumer AI revolution goes through Cupertino."

6 Comments

Mark Gurman: Apple is miles behind Google in AI

11 months ago

Published August 18, 2024 by Philip Elmer-DeWitt

Mark Gurman: Apple is miles behind Google in AI

"If Apple can’t catch up quickly, Chief Executive Officer Tim Cook may need to rethink the company’s approach to AI. It also could put Apple AI chief John Giannandrea on the spot."

16 Comments

Ben Reitzes: Expectations for Apple are relatively low (video)

11 months ago

Published August 17, 2024 by Philip Elmer-DeWitt

Ben Reitzes: Expectations for Apple are relatively low (video)

Ben Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss Apple's company outlook, Nvidia's AI dominance, state of the chips sector, and more.