"Apple has more than a billion devices in service. Could all those equipped Apple devices quietly become the largest distributed compute network on earth?"
"The iPhone Air starts at $999, but the comparable iPhone 17 starts at $899, or you can get the total package in the iPhone 17 Pro for just $100 more, at $1,099."
Read More Designer of the iPhone Air leaves Apple after it set the price of the device too high
WSJ: AI's blast radius
5 months ago
5 months ago"If the AI market blows up, the blast radius would be wide, hitting not only Wall Street firms, but also pensions, mutual and exchange-traded funds and individual investors."
From Vlad Savov and Tom Metcalf's "Peter Thiel’s Fund Sold Off Entire Nvidia Stake Last Quarter" posted Monday by Bloomberg.
Read More Look which billionaire AI tech bro sold Nvidia, kept Apple
Richard Windsor: Replacing Apple's MasterChef
5 months ago
5 months ago"If the replacement is internal, I will be worried about more-of-same which is not what I think this company needs."
Greg Bates: What do you call what Apple does?
5 months ago
5 months ago"We need a name, a term for when a company/person does what the whole world is utterly convinced is the wrong move — and then turns out to be right to earth-shattering effect."
WSJ: The source of AI froth
5 months ago
5 months agoA certain amount of corporate spending on AI companies might not be carefully thought through. It’s more performative, a demonstration that leadership is doing something.
From "Apple's minimal AI spend may lead to big gaps in competition, says Big Technology's Alex Kantrowitz" which aired Tuesday on CNBC.
Read More CNBC: Apple's minimal AI CapEx spend — pro and con (video)
Apple as AI safe harbor
5 months ago
5 months agoLight footprint, fortress balance sheet, massive cash reserves.
"There is this positive feel for Apple that they don’t have to answer the big question that everybody else does, which is: What is the return on your invested capital in all of these other areas?" — Zack's Brian Mulberry
Read More Apple's CapEx strategy is working to its advantange. Finally.
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