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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Apple and Microsoft: Different tracks to the AI futureapple microsoft ai future2 years ago
Published May 23, 2024 by Philip Elmer-DeWitt

Apple and Microsoft: Different tracks to the AI future

"For the time being, Microsoft seems to be way ahead."

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Barron's: Why Apple has an edge over more established AI playersapple barrons ai edge2 years ago
Published May 22, 2024 by Philip Elmer-DeWitt

Barron's: Why Apple has an edge over more established AI players

"But the pressure on the tech giant to hit the mark with its AI announcement is intense."

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'Big Short' trader thinks Apple is the hidden AI play (video)apple ai big short2 years ago
Published May 22, 2024 by Philip Elmer-DeWitt

'Big Short' trader thinks Apple is the hidden AI play (video)

"I know for sure when all those apps come on, I'm going to need a new phone. And I'll need a new iPad. And I'll need a new laptop."

Read More 'Big Short' trader thinks Apple is the hidden AI play (video)

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Dan Ives: Microsoft just sent a shot across Apple's bow (video)apple microsoft battle ives2 years ago
Published May 21, 2024 by Philip Elmer-DeWitt

Dan Ives: Microsoft just sent a shot across Apple's bow (video)

"This is going to be a battle."

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Mark Gurman: Apple's in-house AI announcements at WWDC will underwhelmapple ai wwdc underwhelm2 years ago
Published May 19, 2024 by Philip Elmer-DeWitt

Mark Gurman: Apple's in-house AI announcements at WWDC will underwhelm

"It doesn’t help that Apple releases one big iOS overhaul each year. To keep up with the AI frenzy, Apple will need to add major new features at a far quicker rate."

Read More Mark Gurman: Apple's in-house AI announcements at WWDC will underwhelm

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BofA's Wamsi Mohan: All eyes on Appleeyes apple bofa mohan2 years ago
Published May 16, 2024 by Philip Elmer-DeWitt

BofA's Wamsi Mohan: All eyes on Apple

"Given that both OpenAI and Google have provided updates on their AI capabilities, all eyes will now be on Apple."

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Toni Sacconaghi sees Siri as a front-end for either OpenAI or Geminiapple openai gemini sacconaghi2 years ago
Published May 13, 2024 by Philip Elmer-DeWitt

Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

From "Apple doesn't have to get into the AI sphere by itself" which aired Monday on CNBC.

Read More Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

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Tech leviathans are gobbling up genAI startupsgenai startups leviathan frothy2 years ago
Published May 13, 2024 by Philip Elmer-DeWitt

Tech leviathans are gobbling up genAI startups

"A lot of companies took a lot of very risky bets, a lot of them are running out of money.” — Hugging Face CEO Clem Delangue

Read More Tech leviathans are gobbling up genAI startups

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Wedbush's Daniel Ives: WWDC will be Apple's biggest event in a decadeapple ives crush apology2 years ago
Published May 11, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: WWDC will be Apple's biggest event in a decade

"What do they need to show to get us really excited besides a little smiley face toy being exploded?"

Read More Wedbush's Daniel Ives: WWDC will be Apple's biggest event in a decade

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NYT: Apple discovered only last year that Siri needed a brain transplantapple siri brain transplant2 years ago
Published May 10, 2024 by Philip Elmer-DeWitt

NYT: Apple discovered only last year that Siri needed a brain transplant

"The realization that new technology had leapfrogged Siri set in motion the tech giant’s most significant reorganization in more than a decade."

Read More NYT: Apple discovered only last year that Siri needed a brain transplant

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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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