"Of course, Apple is late to AI, but they are essentially a toll collector on its unmatched global ecosystem." ...

"If judged on the question of creation and satisfaction of the customer — i.e. the ultimate purpose of the firm — the App ...

"Our Key First Look Data reflects outsized y/y iPhone sales growth (+20% y/y) for the second month in a row, due to continued ...

"What jumps out to me is that Apple has a more advanced cloud-based LLM that is rumored to be 150 billion parameters. This ...

From a note to Needham clients that landed on my desktop Wednesday.

From Gruber's "Meta and ayandex have both been de-anonymizing Android users' ostensibly sandboxed private web browsing ...

"Although the denial of a stay is a headwind for Apple, we continue to believe the magnitude of impact is likely to be ...

From Mike Scarcella's "Apple loses bid to pause app store reform order in Epic Games case" posted Wednesday by Reuters.

From the Wall Street Journal's "Dow Futures Edge Up; Nasdaq Futures Lead Gains" posted early Thursday.

From a note to Evercore clients that landed on my desktop Tuesday.

But “hallucination” is the first thing developers bring up when someone suggests using LLMs, despite it being (more or less) ...

In the end, these deeply flawed rules that only target Apple — and no other company — will severely limit our ability to ...