Now you can have a conversation with bestselling author Patrick McGee.

"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 ...

From "The AI Interface Apple Already Built (But Never Launched)" posted Thursday on Tommo.fyi.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...

"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.

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

Apple TV+.

From "Apple and Alibaba’s AI rollout in China delayed by Donald Trump’s trade war" posted Wednesday by the Financial Times.

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