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Wamsi Mohan's Apple Intelliphone, on air and in a research noteapple bofa intelliphone video1 year ago
Published May 30, 2024 by Philip Elmer-DeWitt

Wamsi Mohan's Apple Intelliphone, on air and in a research note

From "We are entering an era where current smartphones without AI will look dumb, says BofA's Wamsi Mohan" which aired Wednesday on CNBC.

Read More Wamsi Mohan's Apple Intelliphone, on air and in a research note

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BofA calls Apple's new phones 'IntelliPhones.' Says they will rule.apple bofa intelliphones ai1 year ago
Published May 29, 2024 by Philip Elmer-DeWitt

BofA calls Apple's new phones 'IntelliPhones.' Says they will rule.

"As AI technology evolves the gap between IntelliPhones and traditional smartphones is likely to widen further." — Analyst Wamsi Mohan

Read More BofA calls Apple's new phones 'IntelliPhones.' Says they will rule.

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Mark Gurman: Apple's 'Project Greymatter' debuts June 10apple project greymatter gurman1 year ago
Published May 26, 2024 by Philip Elmer-DeWitt

Mark Gurman: Apple's 'Project Greymatter' debuts June 10

"Many of these features will be purely catch-up. There’s no leapfrogging here."

Read More Mark Gurman: Apple's 'Project Greymatter' debuts June 10

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Apple and Microsoft: Different tracks to the AI futureapple microsoft ai future1 year ago
Published May 23, 2024 by Philip Elmer-DeWitt

Apple and Microsoft: Different tracks to the AI future

"For the time being, Microsoft seems to be way ahead."

Read More Apple and Microsoft: Different tracks to the AI future

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Barron's: Why Apple has an edge over more established AI playersapple barrons ai edge1 year ago
Published May 22, 2024 by Philip Elmer-DeWitt

Barron's: Why Apple has an edge over more established AI players

"But the pressure on the tech giant to hit the mark with its AI announcement is intense."

Read More Barron's: Why Apple has an edge over more established AI players

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'Big Short' trader thinks Apple is the hidden AI play (video)apple ai big short1 year ago
Published May 22, 2024 by Philip Elmer-DeWitt

'Big Short' trader thinks Apple is the hidden AI play (video)

"I know for sure when all those apps come on, I'm going to need a new phone. And I'll need a new iPad. And I'll need a new laptop."

Read More 'Big Short' trader thinks Apple is the hidden AI play (video)

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Dan Ives: Microsoft just sent a shot across Apple's bow (video)apple microsoft battle ives1 year ago
Published May 21, 2024 by Philip Elmer-DeWitt

Dan Ives: Microsoft just sent a shot across Apple's bow (video)

"This is going to be a battle."

Read More Dan Ives: Microsoft just sent a shot across Apple's bow (video)

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Mark Gurman: Apple's in-house AI announcements at WWDC will underwhelmapple ai wwdc underwhelm1 year ago
Published May 19, 2024 by Philip Elmer-DeWitt

Mark Gurman: Apple's in-house AI announcements at WWDC will underwhelm

"It doesn’t help that Apple releases one big iOS overhaul each year. To keep up with the AI frenzy, Apple will need to add major new features at a far quicker rate."

Read More Mark Gurman: Apple's in-house AI announcements at WWDC will underwhelm

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BofA's Wamsi Mohan: All eyes on Appleeyes apple bofa mohan1 year ago
Published May 16, 2024 by Philip Elmer-DeWitt

BofA's Wamsi Mohan: All eyes on Apple

"Given that both OpenAI and Google have provided updates on their AI capabilities, all eyes will now be on Apple."

Read More BofA's Wamsi Mohan: All eyes on Apple

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Toni Sacconaghi sees Siri as a front-end for either OpenAI or Geminiapple openai gemini sacconaghi1 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

From "Apple doesn't have to get into the AI sphere by itself" which aired Monday on CNBC.

Read More Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

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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

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  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
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