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Bloomberg's Peter Elstrom previews Apple's Q2 earnings (video)apple q22024 walkup bloomberg1 year ago
Published May 2, 2024 by Philip Elmer-DeWitt

Bloomberg's Peter Elstrom previews Apple's Q2 earnings (video)

How much is this going to be a China story for Apple? 

Read More Bloomberg's Peter Elstrom previews Apple's Q2 earnings (video)

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Ben Bajarin: All eyes this Thursday will be on the iPhone (video)apple Q22024 ben bajarin1 year ago
Published April 30, 2024 by Philip Elmer-DeWitt

Ben Bajarin: All eyes this Thursday will be on the iPhone (video)

From "Apple iPhone sales and China are key for earnings, strategist says" posted Monday by Yahoo Finance.

Read More Ben Bajarin: All eyes this Thursday will be on the iPhone (video)

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Evercore: Apple will reap the benefits of AI without building the infrastructureapple ai reap infrastructure1 year ago
Published April 30, 2024 by Philip Elmer-DeWitt

Evercore: Apple will reap the benefits of AI without building the infrastructure

"Crucial to understand that AI is not a potential “existential threat” to AAPL’s business as it may be for others." — Analyst Amit Daryanani

Read More Evercore: Apple will reap the benefits of AI without building the infrastructure

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FT: Apple fills secretive Swiss lab with AI experts poached from Googleapple poach google ai1 year ago
Published April 30, 2024 by Philip Elmer-DeWitt

FT: Apple fills secretive Swiss lab with AI experts poached from Google

From Michael Acton's "Apple targets Google staff to build artificial intelligence team" ($) posted Monday by the Financial Times.

Read More FT: Apple fills secretive Swiss lab with AI experts poached from Google

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Mark Gurman: Next week's iPads will be marketed as AI machinesapple ipad AI machine1 year ago
Published April 28, 2024 by Philip Elmer-DeWitt

Mark Gurman: Next week's iPads will be marketed as AI machines

"To be fair, though, these new products aren’t engineered and developed entirely around AI."

Read More Mark Gurman: Next week's iPads will be marketed as AI machines

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Mark Gurman: Apple is still shopping for an AI partnerapple generative ai partner1 year ago
Published April 27, 2024 by Philip Elmer-DeWitt

Mark Gurman: Apple is still shopping for an AI partner

"Apple hasn’t made a final decision on which partners it will use, and there’s no guarantee that a deal will be worked out."

Read More Mark Gurman: Apple is still shopping for an AI partner

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The Information: A window onto Apple's AI strategyapple window ai future1 year ago
Published April 26, 2024 by Philip Elmer-DeWitt

The Information: A window onto Apple's AI strategy

What's behind this week's release of eight open-source AI models?

Read More The Information: A window onto Apple's AI strategy

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Apple's AI won't be evilapple ai doctor evil1 year ago
Published April 25, 2024 by Philip Elmer-DeWitt

Apple's AI won't be evil

From Marko Zivkovic's "Apple's generative AI may be the only one that was trained legally & ethically" posted Wednesday by AppleInsider.

Read More Apple's AI won't be evil

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Apple releases eight open-source AI modelsapple ai models hugging face1 year ago
Published April 24, 2024 by Philip Elmer-DeWitt

Apple releases eight open-source AI models

"They are the latest in a surprising string of open source AI model releases from Apple, a notoriously secretive and typically 'closed' technology company."

Read More Apple releases eight open-source AI models

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Apple AI in the cloud?apple ai cloud chips1 year ago
Published April 24, 2024 by Philip Elmer-DeWitt

Apple AI in the cloud?

From Hartley Charlton's "Apple Reportedly Developing Its Own Custom Silicon for AI Servers" posted Tuesday by MacRumors.

Read More Apple AI in the cloud?

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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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