"We expect developers over the next 6 to 12 months will build hundreds of generative AI driven apps."
Read More Daniel Ives: iPhone 16 AI-Driven Massive Upgrade Cycle On the Horizon
"Demand for the advanced chips that power AI systems has skyrocketed thanks to the success of ChatGPT and other generative AI products."
Read More Samsung's operating profit jumped 1,452% in calendar Q2
Gene Munster thinks that's too low. He's putting his money on 10% or greater.
Read More The Street is looking for Apple to grow 7% in 2025 (video)
From John Gruber's "Gurman just pantsed the WSJ on their report about Apple and Meta working on a AI deal" posted last week on Daring Fireball.
"It shouldn’t be a major engineering task, given that visionOS is a variant of the existing iPadOS software."
Read More Mark Gurman: How hard could it be to pour Apple Intelligence into the goggles?
Mark Gurman: How Apple hopes to monetize AI
2 years ago
2 years ago"Though Apple Intelligence will be free to start, the long-term plan is to make money off the capabilities."
"When you have 10,000 orders that just came in that you have to ship in two hours, you have to optimize for that. Language is not gonna help; it’s just going to slow things down."
Apple Intelligence "opens the door to a meaningful boost in Apple’s services revenue, its most profitable business and its fastest-growing."
"Apple is wisely carving its own path and (mosly) ditching the work of pioneers."
"We project iPhone growth will start to accelerate materially by the December quarter of this calendar year." — Analyst Ben Reitzes
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