Alibaba 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
From David Gerwirtz's "How Apple just changed the developer world with this one AI announcement" posted Tuesday by ZDNet.
"I don't think we're going to hear a ton about AI." — Toni Sacconaghi
Read More Look who CNBC brought on for its Apple WWDC walkup
“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.
Read More WSJ: Heading into WWDC, AI may be the least of Apple's worries
Apple's Tim Cook better read this
1 month ago
1 month ago"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."
"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."
Read More Gene Munster: Apple has a couple years to get AI right
"We see multiple avenues for revenue and margin growth." — Analyst Wamsi Mohan
Read More BofA sticks with Buy rating and $235 Apple price target
"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
Read More Apple chatbot hallucinations: What would Steve have said?
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