Hardware
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Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
Apple and OpenAI have two completely different hardware announcements; both represent pressure on Nvidia.
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Apple Earnings, More on Amazon’s Earnings
Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.
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Apple Sues OpenAI, Apple’s Real Problem
Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out.
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Apple Price Increases, Apple Intelligence and the E.U.
Apple is (finally) raising prices, but they’re not shipping Siri AI to the E.U.
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An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.
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The iPhone’s Last Stand
Siri isn’t state of the art, but as long as it works — and it appears it does — it’s good enough for the consumer market.
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John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
The elevation of John Ternus suggests that Apple’s future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.
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Tim Cook’s Impeccable Timing
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
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An Interview with Asymco’s Horace Dediu About Apple at 50
An interview with Asymco’s Horace Dediu about his career in tech, Apple’s first 50 years, and the prospects for the next 50, particularly in the face of AI