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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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This year, non-Pro iPhones are invited to the partyapple regular iphones ai2 years ago
Published September 8, 2024 by Philip Elmer-DeWitt

This year, non-Pro iPhones are invited to the party

"It’s very likely that all of the iPhone 16 models will be able to run Apple Intelligence, which Apple is hoping will be a big upgrade driver."

Read More This year, non-Pro iPhones are invited to the party

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J.P. Morgan: Unknowns make Apple event more eventful than typicalApple jpmorgan better 2452 years ago
Published September 8, 2024 by Philip Elmer-DeWitt

J.P. Morgan: Unknowns make Apple event more eventful than typical

"The magnitude of variability relative to expectations is likely a lot higher given that the focus on software features is higher than the hardware configurations." — Analyst Samik Chatterjee

Read More J.P. Morgan: Unknowns make Apple event more eventful than typical

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Mark Gurman: 'Allow me to provide a dose of reality'apple gurman ai supercycle2 years ago
Published September 8, 2024 by Philip Elmer-DeWitt

Mark Gurman: 'Allow me to provide a dose of reality'

An iPhone super cycle is "simply unlikely this year."

Read More Mark Gurman: 'Allow me to provide a dose of reality'

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'What to expect' at Apple's Glowtime event was a must-post videoapple glowtime expect videos2 years ago
Published September 7, 2024 by Philip Elmer-DeWitt

'What to expect' at Apple's Glowtime event was a must-post video

The clips that caught my eye. More as they come in.

Read More 'What to expect' at Apple's Glowtime event was a must-post video

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Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal waveapple tidal wave ives2 years ago
Published September 6, 2024 by Philip Elmer-DeWitt

Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal wave

"Apple and its golden iOS ecosystem hold the only keys to the castle of 2.2 billion iOS devices worldwide."

Read More Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal wave

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This portfolio manager likes Apple, but not Apple Intelligence (video)apple coons cash ai2 years ago
Published September 4, 2024 by Philip Elmer-DeWitt

This portfolio manager likes Apple, but not Apple Intelligence (video)

"What we like is that it's a sustained business that pushes off a lot of cash flow without a lot of effort." — Winthrop's Adam Coons

Read More This portfolio manager likes Apple, but not Apple Intelligence (video)

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The great iPhone 16 splitapple EU iphone split2 years ago
Published September 3, 2024 by Philip Elmer-DeWitt

The great iPhone 16 split

"The iPhone 16 or iPhone 16 Pro in Europe will be a very different device from the one available in the United States."

Read More The great iPhone 16 split

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Why Deepwater's Doug Clinton doesn't own Apple (video)apple ai destiny clinton2 years ago
Published August 31, 2024 by Philip Elmer-DeWitt

Why Deepwater's Doug Clinton doesn't own Apple (video)

From "Apple doesn't own its own AI destiny, says Deepwater's Doug Clinton" which aired Thursday on CNBC.

Read More Why Deepwater's Doug Clinton doesn't own Apple (video)

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Apple among hedge fund Third Point's top four 'unstoppable' AI investmentsApple ai daniel loeb2 years ago
Published August 30, 2024 by Philip Elmer-DeWitt

Apple among hedge fund Third Point's top four 'unstoppable' AI investments

Loeb loaded up, acquiring nearly 2 million shares of the iPhone maker in a stake valued at roughly $411 million and representing nearly 5% of his portfolio.

Read More Apple among hedge fund Third Point's top four 'unstoppable' AI investments

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Cult of Mac takes a deep dive into an Apple Foundation Model white paperapple evercore antitrust deep dive2 years ago
Published August 29, 2024 by Philip Elmer-DeWitt

Cult of Mac takes a deep dive into an Apple Foundation Model white paper

Tested every which way against the leaders, Apple Intelligence (either on device or on the server) scores well, not great. 

Read More Cult of Mac takes a deep dive into an Apple Foundation Model white paper

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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 ($)
  • Tommo.fyi
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