Mobile
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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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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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The Deployment Company, Back to the 70s, Apple and Intel
OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that AI’s impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.
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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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Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.
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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
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Apple’s 50 Years of Integration
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
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Apple Earnings, Supply Chain Speculation, China and Industrial Design
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.