"Beyond upgrading the products themselves, Apple is changing when it releases new iPhones." ...
A long-time friend of the blog invites submissions.
A certain amount of corporate spending on AI companies might not be carefully thought through. It’s more performative, a ...
From Mark Gurman and Edward Ludlow's "Tesla Is Working to Add Apple CarPlay in Bid to Boost Vehicle Sales" posted Friday by Bloomberg.
From "Investors view Apple's capital discipline as a strategic advantage, says Plexo Capital's Lo Toney" which aired ...
From Pei Li's "Apple, Tencent Agree to 15% Cut of WeChat Mini App Spending" posted Thursday by Bloomberg.
From William Gallagher's "EU developers don't pass on App Store fee savings to users" posted Wednesday by AppleInsider.
From Khac Phu Nguyen's "Apple Turns AI Caution Into Gold as Rivals Drown in Spending Spree" posted Tuesday by GuruFocus.
From Ryan Vlastelica and Carmen Reinicke's "Apple’s Restraint Finds Fans as AI Spending Faces Scrutiny" ($) posted Tuesday by ...
From "The iPhone Air is INCREDIBLE. So why is media saying it’s failing?" which aired last week.
Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.
From Stan Schroeder's "Apple's iPhone Pocket is a new way to carry the iPhone, and we have questions" posted Tuesday by ...
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