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Mark Gurman: iPhone 16 will arrive without its whizbang intelligenceapple gurman ai delay2 years ago
Published July 28, 2024 by Philip Elmer-DeWitt

Mark Gurman: iPhone 16 will arrive without its whizbang intelligence

The new timing means the AI capabilities won’t be widely launched until a subsequent update to the new operating system.

Read More Mark Gurman: iPhone 16 will arrive without its whizbang intelligence

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Apple first to sign 'responsible AI' pledge — White Houseapple trump EU scrutiny2 years ago
Published July 27, 2024 by Philip Elmer-DeWitt

Apple first to sign 'responsible AI' pledge — White House

From "Biden-⁠Harris Administration Announces New AI Actions and Receives Additional Major Voluntary Commitment on AI" posted Friday by whitehouse.gov.

Read More Apple first to sign 'responsible AI' pledge — White House

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Barron's: Is Apple headed for a supercycle? Wall Street debates.apple barrons supercycle debate2 years ago
Published July 26, 2024 by Philip Elmer-DeWitt

Barron's: Is Apple headed for a supercycle? Wall Street debates.

"Bulls point to Apple’s massive base of iPhone users who might want to upgrade, but they could be overestimating demand."

Read More Barron's: Is Apple headed for a supercycle? Wall Street debates.

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It may take a few quarters for Apple to crack the Chinese AI marketapple crack chinese ai2 years ago
Published July 21, 2024 by Philip Elmer-DeWitt

It may take a few quarters for Apple to crack the Chinese AI market

"Bringing Apple Intelligence to China is going to be a marathon rather than a sprint."

Read More It may take a few quarters for Apple to crack the Chinese AI market

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Morningstar sticks with $170 Apple 'fair value estimate', despite AI promiseapple morningstar 170 ai2 years ago
Published July 18, 2024 by Philip Elmer-DeWitt

Morningstar sticks with $170 Apple 'fair value estimate', despite AI promise

"We believe Apple has cemented a long-term position atop the consumer electronics industry with a focus on a premium ecosystem of tightly integrated hardware, software, and services." — Analyst William Kerwin

Read More Morningstar sticks with $170 Apple 'fair value estimate', despite AI promise

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How Apple went from AI laggard to AI leaderapple ai last first2 years ago
Published July 17, 2024 by Philip Elmer-DeWitt

How Apple went from AI laggard to AI leader

"By relentlessly highlighting everyday use cases, Apple has managed to wrangle the more hysterical promises of AI into something approachable (and monetizable) inside its ecosystem."

Read More How Apple went from AI laggard to AI leader

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This early AI investor thinks his bet has got a little frothyapple ai van geelen2 years ago
Published July 15, 2024 by Philip Elmer-DeWitt

This early AI investor thinks his bet has got a little frothy

"If any company can get this done it’s going to be Apple." — Citrini founder James van Geelen

Read More This early AI investor thinks his bet has got a little frothy

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IDC's Bryan Ma: Behind its walled garden, Apple has leisure to be late (video)apple idc bryan ma2 years ago
Published July 11, 2024 by Philip Elmer-DeWitt

IDC's Bryan Ma: Behind its walled garden, Apple has leisure to be late (video)

From "Apple's slower rollout of AI features is not necessarily a huge issue, analyst says" which aired in Asia Wednesday on CNBC.

Read More IDC's Bryan Ma: Behind its walled garden, Apple has leisure to be late (video)

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Apple pops on AI reportapple pop bloomberg ai2 years ago
Published July 10, 2024 by Philip Elmer-DeWitt

Apple pops on AI report

From Debby Wu, Takashi Mochizuki and Yuan Gao's "Apple Aims to Ship 10% More New iPhones This Year After Bumpy 2023" posted Wednesday by Bloomberg: Apple…

Read More Apple pops on AI report

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Apple dominates the June quarter PC buying spreeapple pc shopping spree2 years ago
Published July 10, 2024 by Philip Elmer-DeWitt

Apple dominates the June quarter PC buying spree

From Reuters' "Global PC shipments rise in second quarter, Apple sees biggest jump, IDC says" posted Tuesday.

Read More Apple dominates the June quarter PC buying spree

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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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