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Daring Fireball? More Like Smouldering Embersapple gruber interview workflow4 months ago
Published March 13, 2025 by Philip Elmer-DeWitt

Daring Fireball? More Like Smouldering Embers

Friend-of-the-blog Tommo_UK laid this on my desktop today.

Read More Daring Fireball? More Like Smouldering Embers

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CNBC discovers 'this Gruber gentleman' (video)apple cnbc gruber gentleman4 months ago
Published March 13, 2025 by Philip Elmer-DeWitt

CNBC discovers 'this Gruber gentleman' (video)

From "The supercycle for Apple is nowhere to found, says Big Technology's Alex Kantrowitz," which aired Thursday on CNBC.

Read More CNBC discovers 'this Gruber gentleman' (video)

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Apple’s AI Strategy: The Panic Merchants Are Wrong — Againapple ai panic merchants tommo4 months ago
Published March 12, 2025 by Philip Elmer-DeWitt

Apple’s AI Strategy: The Panic Merchants Are Wrong — Again

"First, let’s deal with the reality of where AI actually is."

Read More Apple’s AI Strategy: The Panic Merchants Are Wrong — Again

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Apple did the right thing by not investing in AI, says analyst (video)apple safe haven reitzes5 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Apple did the right thing by not investing in AI, says analyst (video)

From "Apple is a 'safe haven' amid tech slide, says Melius Research's Ben Reitzes" which aired Monday on CNBC.

Read More Apple did the right thing by not investing in AI, says analyst (video)

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Mark Gurman: Apple Intelligence half a decade late to the gameapple intelligence behind gurman5 months ago
Published March 2, 2025 by Philip Elmer-DeWitt

Mark Gurman: Apple Intelligence half a decade late to the game

"AI is a once-in-a-generation technology. Apple probably still has time to turn things around, but that window is closing fast."

Read More Mark Gurman: Apple Intelligence half a decade late to the game

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AI buzz helped drive Samsung's Galaxy 25 lineup to record-fast salesapple samsung galaxy ai5 months ago
Published March 2, 2025 by Philip Elmer-DeWitt

AI buzz helped drive Samsung's Galaxy 25 lineup to record-fast sales

In just 21 days, it has sold over one million units.

Read More AI buzz helped drive Samsung's Galaxy 25 lineup to record-fast sales

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Mark Gurman: Apple Vision Pro AI update coming5 months ago
Published February 17, 2025 by Philip Elmer-DeWitt

Mark Gurman: Apple Vision Pro AI update coming

"The company aims to roll out the features as part of a visionOS 2.4 software upgrade targeted for as early as April."

Read More Mark Gurman: Apple Vision Pro AI update coming

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Mark Gurman: Apple may have to postpone the new Siriapple siri gurman delay5 months ago
Published February 15, 2025 by Philip Elmer-DeWitt

Mark Gurman: Apple may have to postpone the new Siri

"Getting Siri right is especially crucial for Apple."

Read More Mark Gurman: Apple may have to postpone the new Siri

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Bloomberg: China is a big deal to Appleapple china tariffs ai5 months ago
Published February 15, 2025 by Philip Elmer-DeWitt

Bloomberg: China is a big deal to Apple

"Apple’s level of exposure to China is a risk relative to much of the rest of the market" — Northwestern Mutual Wealth Management's Matt Stucky

Read More Bloomberg: China is a big deal to Apple

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Alibaba confirms Apple deal for Chinese AI, shares popapple alibaba ai surge5 months ago
Published February 13, 2025 by Philip Elmer-DeWitt

Alibaba confirms Apple deal for Chinese AI, shares pop

"Hong Kong-listed shares of Alibaba surged on Thursday to hit their highest level since 2022."

Read More Alibaba confirms Apple deal for Chinese AI, shares pop

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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 ($)
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