"The news of Apple launching its own model and talking with Google and OpenAI to license a foundation model speaks to the degree that the company's growth North Star has changed over the past month."
"This is a classic example of a rumor that is a bit of a shock but not at all a surprise. This partnership, should it come to fruition, makes a massive amount of sense for both sides."
From Gurman's "Apple Is in Talks to Let Google Gemini Power iPhone AI Features" posted Sunday by Bloomberg.
Read More Mark Gurman pours cold water on Apple's AI efforts
Apple reports AI training breakthrough
1 year ago
1 year ago"We demonstrate that for large-scale multimodal pre-training using a careful mix of image-caption, interleaved image-text, and text-only data is crucial for achieving state-of-the-art few-shot results across multiple benchmarks."
"We think the sell-off is rather overdone" — Analyst Amit Daryanani
Read More Evercore is still a Buy on Apple with a $220 target
From Nick Turner and Mark Gurman's "Apple’s 10 Biggest Challenges, From AI to China" posted Wednesday evening by Bloomberg.
"They need to come up with a really interesting AI innovation at their World Wide Developers Conference in June."
Read More Barton Crockett: 'Apple is at a crossroads' (video)
"Apple has this powerful installed base. The question is, can it use AI to add more value to that installed base, and I think it can."
Read More Toni Sacconaghi on Apple: 'The core of the business is fundamentally intact'
WSJ: Can Apple catch up?
1 year ago
1 year agoKilling ambitious car project will free up some R&D budget, but Apple still lags behind big tech peers on network scale and relative investment.
WSJ: What's Apple's AI story?
1 year ago
1 year agoFrom Aaron Tilley's "Apple Investors Grow Impatient on Artificial Intelligence" posted Thursday by the Wall Street Journal.
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