"We expect developers over the next 6 to 12 months will build hundreds of generative AI driven apps."
Read More Daniel Ives: iPhone 16 AI-Driven Massive Upgrade Cycle On the Horizon
"On the enterprise AI front Nvidia/Microsoft will drive this while Apple/Meta/Google now unleash the consumer AI Revolution heading into year-end with iPhone 16 the beginning of this AI driven smartphone era."
Read More Wedbush's Daniel Ives: The AI party is just getting started
"Realistically, we're talking $1 billion to $2 billion in terms of what they'll have to pay."
Read More Daniel Ives: Apple's walking a regulatory tightwire
And the Street is just starting to get it.
Read More Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution
From Adam Clark's "Apple Stock Is on a Tear. How Far It Could Go." ($) posted Saturday on Barron's.
Read More Barron's: Apple could go one of two ways from here
"We believe over the next year the race to $4 Trillion Market Cap in Tech will be front and center between Nvidia, Apple, and Microsoft."
Read More Daniel Ives: Apple, Microsoft and the 'Godfather of AI'
From "Apple 'will now own AI in the consumer,' hit $4T in a year: Wedbush's Ives at SA Summit" ($) posted Tuesday by Seeking Alpha.
Read More Daniel Ives: 'Look, the haters always hate, right?'
"The AI party is just getting started as its 9 pm in a party going till 4 am with the rest of the tech world now joining." — Analyst Daniel Ives
Read More Wedbush's Daniel Ives: Apple, Microsoft and Nvidia in a 3-way race to $4 trillion
WWDC 2024: What the analysts are saying
2 years ago
2 years agoExcerpts from the notes I've seen. More as they come in.
The post WWDC 2024 reactions that caught my eye. More as they come in.
Read More Apple Intelligence: What the talking heads are saying (videos)
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