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Daniel Ives: 'Tech fundamentals holding up like Rock of Gibraltar'apple ives gibraltar unfazed2 years ago
Published November 7, 2023 by Philip Elmer-DeWitt

Daniel Ives: 'Tech fundamentals holding up like Rock of Gibraltar'

"Apple remains our Top Tech Pick."

Read More Daniel Ives: 'Tech fundamentals holding up like Rock of Gibraltar'

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Don't look for the AI labelapple android ai label2 years ago
Published November 7, 2023 by Philip Elmer-DeWitt

Don't look for the AI label

"According to a new report from Digitimes Asia, AI development will be one of the biggest factors consumers consider when purchasing a new smartphone."

Read More Don't look for the AI label

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With Apple nipping at its heels, Samsung hops on the AI bandwagonapple samsung AI bandwagon2 years ago
Published November 7, 2023 by Philip Elmer-DeWitt

With Apple nipping at its heels, Samsung hops on the AI bandwagon

"The world's largest smartphone maker has been steadily losing market share to Apple in the premium smartphone segment and to Oppo and Vivo in the mid-range."

Read More With Apple nipping at its heels, Samsung hops on the AI bandwagon

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Mark Gurman: 'A lot of anxiety' within Apple about missing the AI bandwagonapple ai gurman anxiety2 years ago
Published October 22, 2023 by Philip Elmer-DeWitt

Mark Gurman: 'A lot of anxiety' within Apple about missing the AI bandwagon

"Apple was caught flat-footed when ChatGPT and other AI tools took the technology industry by storm."

Read More Mark Gurman: 'A lot of anxiety' within Apple about missing the AI bandwagon

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How Apple can monetize AIapple siri monetize ai2 years ago
Published October 18, 2023 by Philip Elmer-DeWitt

How Apple can monetize AI

"Apple can bring AI to the consumer's pocket by the billions and is rumored to be sitting on one of the best AI models on the market today, with comparable performance to OpenAI's ChatGPT."

Read More How Apple can monetize AI

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Daniel Ives anticipates two new Apple app stores: AI and Vision Pro (video)apple ives ai app store3 years ago
Published September 14, 2023 by Philip Elmer-DeWitt

Daniel Ives anticipates two new Apple app stores: AI and Vision Pro (video)

"I think yet again the Street is going to underestimate Cupertino."

Read More Daniel Ives anticipates two new Apple app stores: AI and Vision Pro (video)

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Under Giannandrea, Apple spending millions of dollars a day on AIApple AI Giannandrea millions3 years ago
Published September 6, 2023 by Philip Elmer-DeWitt

Under Giannandrea, Apple spending millions of dollars a day on AI

 From Wayne Ma's "Apple Boosts Spending to Develop Conversational AI" ($) posted Wednesday by The Information.

Read More Under Giannandrea, Apple spending millions of dollars a day on AI

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Daniel Ives: From Apple AI to shareholders' pockets (video)apple ai payoff ives3 years ago
Published September 1, 2023 by Philip Elmer-DeWitt

Daniel Ives: From Apple AI to shareholders' pockets (video)

"Anyone who thinks Tim Cook doesn't have an AI strategy, I mean, that's like thinking Steph doesn't have a 3-point shot."

Read More Daniel Ives: From Apple AI to shareholders' pockets (video)

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Nvidia took a page from Apple's bookapple nvidia moat ai3 years ago
Published August 22, 2023 by Philip Elmer-DeWitt

Nvidia took a page from Apple's book

"Nvidia... differentiated itself beyond the chips by creating a large community of A.I. programmers who consistently invent using the company’s technology." From Don Clark's "How Nvidia…

Read More Nvidia took a page from Apple's book

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Apple may regret having skipped this meeting with the Presidentapple ai president meeting3 years ago
Published July 21, 2023 by Philip Elmer-DeWitt

Apple may regret having skipped this meeting with the President

From Andrew Orr's "AI companies pledge to safety commitments at White House, but Apple's absence raises eyebrows" posted Friday by AppleInsider.

Read More Apple may regret having skipped this meeting with the President

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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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