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Tech leviathans are gobbling up genAI startupsgenai startups leviathan frothy1 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

Tech leviathans are gobbling up genAI startups

"A lot of companies took a lot of very risky bets, a lot of them are running out of money.” — Hugging Face CEO Clem Delangue

Read More Tech leviathans are gobbling up genAI startups

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Wedbush's Daniel Ives: WWDC will be Apple's biggest event in a decadeapple ives crush apology1 year ago
Published May 11, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: WWDC will be Apple's biggest event in a decade

"What do they need to show to get us really excited besides a little smiley face toy being exploded?"

Read More Wedbush's Daniel Ives: WWDC will be Apple's biggest event in a decade

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NYT: Apple discovered only last year that Siri needed a brain transplantapple siri brain transplant1 year ago
Published May 10, 2024 by Philip Elmer-DeWitt

NYT: Apple discovered only last year that Siri needed a brain transplant

"The realization that new technology had leapfrogged Siri set in motion the tech giant’s most significant reorganization in more than a decade."

Read More NYT: Apple discovered only last year that Siri needed a brain transplant

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Daniel Ives anticipates a 'tidal wave' of AI spendingapple tidal wave ives1 year ago
Published May 10, 2024 by Philip Elmer-DeWitt

Daniel Ives anticipates a 'tidal wave' of AI spending

An iPhone moment for Microsoft and a new app store for Apple. From a note to Wedbush clients that landed on my desktop Friday: The AI…

Read More Daniel Ives anticipates a 'tidal wave' of AI spending

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You'll never guess what Evercore's AI 'Expert' thinks Apple is makingapple evercore ai robots1 year ago
Published May 8, 2024 by Philip Elmer-DeWitt

You'll never guess what Evercore's AI 'Expert' thinks Apple is making

AI also gets far more exciting when we start thinking about a hardware product designed from the ground up to integrate AI at every level. — Analyst Amit Daryanani

Read More You'll never guess what Evercore's AI 'Expert' thinks Apple is making

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WSJ: Apple trying to roll its own AI server chipsapple ai server chips1 year ago
Published May 7, 2024 by Philip Elmer-DeWitt

WSJ: Apple trying to roll its own AI server chips

"The component will likely be focused on running AI models—what’s known as inference—rather than on training AI models."

Read More WSJ: Apple trying to roll its own AI server chips

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Fueled by Apple and AI, Foxconn is boomingapple foxconn booming1 year ago
Published May 6, 2024 by Philip Elmer-DeWitt

Fueled by Apple and AI, Foxconn is booming

From "Foxconn sees record April sales with 19% jump, offers positive Q2 outlook despite ‘off-peak season’" posted Sunday by the South China Morning Post.

Read More Fueled by Apple and AI, Foxconn is booming

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What if Siri were really, really, really good?apple ai siri verge1 year ago
Published May 6, 2024 by Philip Elmer-DeWitt

What if Siri were really, really, really good?

"If you look through Apple’s published AI research, a picture starts to develop of how Apple’s approach to AI might come to life."

Read More What if Siri were really, really, really good?

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Apple stays mostly mum on AI plansapple ai cook mystery1 year ago
Published May 4, 2024 by Philip Elmer-DeWitt

Apple stays mostly mum on AI plans

"The only hint at what could be coming was its purchase of Darwin AI, a little known Canadian AI startup that develops technology to make AI systems smaller and faster."

Read More Apple stays mostly mum on AI plans

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Apple: AI on the cheapapple ai cheap infrastructure1 year ago
Published May 4, 2024 by Philip Elmer-DeWitt

Apple: AI on the cheap

"Chief Financial Officer Luca Maestri said Apple investors should not expect a huge change in how the company handles capital expenditures."

Read More Apple: AI on the cheap

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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

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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