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Mark Gurman: My reporting about Apple and Google's AI made both stocks popapple google ai pop8 months ago
Published August 22, 2025 by Philip Elmer-DeWitt

Mark Gurman: My reporting about Apple and Google's AI made both stocks pop

The iPhone maker recently approached Alphabet Inc.’s Google to explore building a custom AI model that would serve as the foundation of the new Siri next year, according to people familiar with he matter.

Read More Mark Gurman: My reporting about Apple and Google's AI made both stocks pop

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Mark Gurman: Meta poaches 6th Apple AI guyapple meta sixth ai guy8 months ago
Published August 22, 2025 by Philip Elmer-DeWitt

Mark Gurman: Meta poaches 6th Apple AI guy

"For Apple, the exodus has brought more upheaval to an AI effort that’s already struggling."

Read More Mark Gurman: Meta poaches 6th Apple AI guy

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Bloomberg on the AI bubble8 months ago
Published August 20, 2025 by Philip Elmer-DeWitt

Bloomberg on the AI bubble

"The fallout of the AI boom won’t be known for many years. But like the mobile, cloud, social and cryptocurrency crazes that came before it, it’s likely to produce more losers than winners."

Read More Bloomberg on the AI bubble

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Google AI goes nuclearapple ai google nuke8 months ago
Published August 19, 2025 by Philip Elmer-DeWitt

Google AI goes nuclear

Hermes 2 is the first deployment under an agreement that Google and Kairos signed last year to launch the startup’s nuclear technology at a commercial scale.

Read More Google AI goes nuclear

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How Zuck blew AImeta zuckerberg squandered AI apple8 months ago
Published August 16, 2025 by Philip Elmer-DeWitt

How Zuck blew AI

"Meta was teeming with top AI talent, until it wasn’t."

Read More How Zuck blew AI

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Apple's biggest supplier now makes more money building AI serversapple foxconn ai servers8 months ago
Published August 15, 2025 by Philip Elmer-DeWitt

Apple's biggest supplier now makes more money building AI servers

"Revenue from AI servers is expected to grow more than 170% annually in the third quarter and triple from the previous quarter." — Foxconn CEO Kathy Yang

Read More Apple's biggest supplier now makes more money building AI servers

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Apple still has a play in AI, says T. Rowe Price (video)apple ai wang price8 months ago
Published August 14, 2025 by Philip Elmer-DeWitt

Apple still has a play in AI, says T. Rowe Price (video)

"The cost of intelligence is going to zero."

Read More Apple still has a play in AI, says T. Rowe Price (video)

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Daniel Ives: WIll Apple be the Blackberry of AI?apple blackberry ai wedbush8 months ago
Published August 8, 2025 by Philip Elmer-DeWitt

Daniel Ives: WIll Apple be the Blackberry of AI?

"We lay out the 3 things that Cook and Apple need to do to prove this will not be a melting ice cube AI strategy and make sure Cupertino is not watching this AI Party through the windows."

Read More Daniel Ives: WIll Apple be the Blackberry of AI?

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Ben Thompson: For Apple, AI is — at least in the short to medium term — not an existential threatapple thompson ai existential8 months ago
Published August 5, 2025 by Philip Elmer-DeWitt

Ben Thompson: For Apple, AI is — at least in the short to medium term — not an existential threat

"This... makes it extremely difficult for a mere manager to contemplate spending 10x or 20x in CapEx to pursue a model of computing that isn’t in the company’s nature."

Read More Ben Thompson: For Apple, AI is — at least in the short to medium term — not an existential threat

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WSJ: Mark Zuckerberg sees his moment to take on Appleapple zuckerberg ai glasses8 months ago
Published August 4, 2025 by Philip Elmer-DeWitt

WSJ: Mark Zuckerberg sees his moment to take on Apple

Zuckerberg is clearly betting that advanced artificial intelligence’s near emergence will finally open the door to a post-smartphone world.

Read More WSJ: Mark Zuckerberg sees his moment to take on Apple

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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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