This one thing at Apple's WWDC25 blew ZDNet away

From David Gerwirtz's "How Apple just changed the developer world with this one AI announcement" posted Tuesday by ZDNet.

31 Comments

Look who CNBC brought on for its Apple WWDC walkup

10 months ago

Published June 9, 2025 by Philip Elmer-DeWitt

Look who CNBC brought on for its Apple WWDC walkup

"I don't think we're going to hear a ton about AI." — Toni Sacconaghi

2 Comments

WSJ: Heading into WWDC, AI may be the least of Apple's worries

10 months ago

Published June 7, 2025 by Philip Elmer-DeWitt

WSJ: Heading into WWDC, AI may be the least of Apple's worries

“We believe that, for this stock to work, it must have the catalyst of an iPhone replacement cycle, which we do not foresee in the next 12 months.” — Needham’s Laura Martin.

31 Comments

Apple's Tim Cook better read this

10 months ago

Published June 6, 2025 by Philip Elmer-DeWitt

Apple's Tim Cook better read this

"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."

30 Comments

Gene Munster: Apple has a couple years to get AI right

10 months ago

Published June 5, 2025 by Philip Elmer-DeWitt

Gene Munster: Apple has a couple years to get AI right

"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."

3 Comments

BofA sticks with Buy rating and $235 Apple price target

10 months ago

Published June 2, 2025 by Philip Elmer-DeWitt

BofA sticks with Buy rating and $235 Apple price target

"We see multiple avenues for revenue and margin growth." — Analyst Wamsi Mohan

2 Comments

Apple chatbot hallucinations: What would Steve have said?

10 months ago

Published June 2, 2025 by Philip Elmer-DeWitt

Apple chatbot hallucinations: What would Steve have said?

"The company has held off on using the technology to offer its own chatbot due to concerns over hallucinations and philosophical differences among company executives." — Mark Gurman