From Aaron Tilley's "How Apple Fell Behind in the AI Arms Race" posted Wednesday by the Wall Street Journal.
Read More WSJ: How Hair Force One swooped in and seized Apple AI from Google guy
"We're not talking about a business going from 2% to 30% growth."
Read More Gene Munster: Apple's revenue will be up a 4% in Sept. and 6% in Dec.
"This would represent Apple's most important software overhaul to-date, and formally enter Apple into the mega-cap Gen AI race." — Analyst Erik Woodring
Read More Morgan Stanley takes a deep (28-pp) preliminary dive into Apple's AI event
When will the generative AI bubble burst?
2 years ago
2 years ago"Spending on AI is probably getting ahead of itself in a way we last saw during the fiber-optic boom of the late 1990s—a boom that led to some of the biggest crashes of the first dot-com bubble."
We view messaging, payments, ride hailing, workouts, photos, car commands, restaurant reservations, music, shortcuts etc as potential domains that will likely see deeper integration with Siri.
Read More BofA's Wamsi Mohan sees the new, smarter Siri taking over everyday tasks
Apple's AI black box
2 years ago
2 years agoIf this approach works, it will allow Apple to integrate AI into its products without threatening its longstanding promise to keep its user data private.
"The new system will allow Siri to take command of all the features within apps for the first time, said the people, who asked not to be identified because the initiative isn’t public."
Read More Mark Gurman has more details on Apple's Siri AI overhaul
Who's ready to use genAI to trade Apple?
2 years ago
2 years agoA work in progress — and an invitation — by friend-of-the-blog Tommo_UK.
From "We are entering an era where current smartphones without AI will look dumb, says BofA's Wamsi Mohan" which aired Wednesday on CNBC.
Read More Wamsi Mohan's Apple Intelliphone, on air and in a research note
"As AI technology evolves the gap between IntelliPhones and traditional smartphones is likely to widen further." — Analyst Wamsi Mohan
Read More BofA calls Apple's new phones 'IntelliPhones.' Says they will rule.
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