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Wedbush's Daniel Ives weighs in on Apple vs. Microsoftapple microsoft ives preference2 years ago
Published January 12, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives weighs in on Apple vs. Microsoft

Ives prefers Apple.

Read More Wedbush's Daniel Ives weighs in on Apple vs. Microsoft

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Daniel Ives: Apple Vision Pro is the start of Cupertino's 'AI vision' (video)apple ai vision ives2 years ago
Published January 9, 2024 by Philip Elmer-DeWitt

Daniel Ives: Apple Vision Pro is the start of Cupertino's 'AI vision' (video)

"We're super bullish on Apple. Just the start of a renaissance of growth in Cupertino."

Read More Daniel Ives: Apple Vision Pro is the start of Cupertino's 'AI vision' (video)

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Apple, late to the game, wants the best data to train its botsapple AI licensing publishers2 years ago
Published December 23, 2023 by Philip Elmer-DeWitt

Apple, late to the game, wants the best data to train its bots

Unlike some of its competitors, it is will to pay millions for licenses ahead of time.

Read More Apple, late to the game, wants the best data to train its bots

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Daniel Ives: Apple et al. will grow 30% in 2024 (video)apple ai app store2 years ago
Published December 19, 2023 by Philip Elmer-DeWitt

Daniel Ives: Apple et al. will grow 30% in 2024 (video)

"We think it's a get-out-the-popcorn moment for tech. 

Read More Daniel Ives: Apple et al. will grow 30% in 2024 (video)

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Apple AI in actionapple iphone magnifier ai2 years ago
Published December 16, 2023 by Philip Elmer-DeWitt

Apple AI in action

"My iPhone 15 Pro Max is surprisingly good at recognizing objects."

Read More Apple AI in action

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Apple's AI teams have not been asleep at the switchapple machine learning framework2 years ago
Published December 6, 2023 by Philip Elmer-DeWitt

Apple's AI teams have not been asleep at the switch

From Jonny Evans' "Apple launches MLX machine-learning framework for Apple Silicon" posted Wednesday by Computerworld.

Read More Apple's AI teams have not been asleep at the switch

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What Katy Huberty said about Apple yesterdayapple katy huberty ai2 years ago
Published December 6, 2023 by Philip Elmer-DeWitt

What Katy Huberty said about Apple yesterday

From "Apple, Qualcomm in focus as Morgan Stanley says smartphone recovery 'not yet priced in'" posted Tuesday by Seeking Alpha.

Read More What Katy Huberty said about Apple yesterday

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Mark Gurman: Apple is 'racing to catch up'apple gurman glass bugs2 years ago
Published November 13, 2023 by Philip Elmer-DeWitt

Mark Gurman: Apple is 'racing to catch up'

As usual with Gurman, Apple's glass is half empty. Also full of bugs.

Read More Mark Gurman: Apple is 'racing to catch up'

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Ben Bajarin: Apple silicon, Apple user data, Apple AIapple silicon ai bajarin2 years ago
Published November 9, 2023 by Philip Elmer-DeWitt

Ben Bajarin: Apple silicon, Apple user data, Apple AI

"The idea of using a public cloud solution to train and then run the unique AI data models of a corporation is a hard stop no from many CIOs/CSOs we talk to."

Read More Ben Bajarin: Apple silicon, Apple user data, Apple AI

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Wedbush's Daniel Ives pounds the table on AI (video)apple dan ives ai2 years ago
Published November 8, 2023 by Philip Elmer-DeWitt

Wedbush's Daniel Ives pounds the table on AI (video)

"We believe this is the beginning of the next tech bull market."

Read More Wedbush's Daniel Ives pounds the table on AI (video)

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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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