From "Apple needs to supercharge their AI efforts, says Needham's Laura Martin" posted Tuesday by CNBC.
Read More Laura Martin: Apple is falling further behind (video)
From Mark Gurman's "Apple Weighs Using Anthropic or OpenAI to Power Siri in Major Reversal" posted Monday by Bloomberg at 2:45 Eastern.
"If one believes even half of what Google, OpenAI, Anthropic, Meta and so on say about where the use of AI agents is going, then this could put the iPhone business at risk of becoming much less profitable."
Read More Richard Windsor: Acquisition is the most likely outcome of Apple's AI dilemma
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
Shay Boloor: Apple hasn't lost the AI race
10 months ago
10 months agoIf 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.
Will Apple buy Perplexity? — with Bloomberg update
10 months ago
10 months ago"Not likely! But Meta-Scale is so unlikely that I feel we aren’t living in a world of likelies." — Perplexity chief business officer Dmitry Shevelenko
Read More Will Apple buy Perplexity? — with Bloomberg update
Newly released to developers, Apple Intelligence's transcription tools are fast, accurate, and typically double the speed of OpenAI's longstanding equivalent.
Read More Apple's AI tortoise wins a transcription race with OpenAI's hare
Apple is one step closer to bringing its AI to China
10 months ago
10 months agoAlibaba has launched open-source models optimised for Apple’s MLX framework for machine learning.
Read More Apple is one step closer to bringing its AI to China
"If you're saying that we have a safe device ecosystem that grows low single digits into perpetuity, that's not really that exciting of an investment case." — Deepwater's Doug Clinton
Read More The Deepwater guys try to make an investment case for Apple AI (video)
From Gary Marcus' "Seven replies to the viral Apple reasoning paper – and why they fall short" posted Thursday by Marcus on AI: The Apple paper…
Read More Seven (unconvincing) reasons Apple is wrong about AI reasoning
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