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Horace Dediu: How Apple can turn the memory crisis to its advantageapple dediu panic 202620 hours ago
Published May 11, 2026 by Philip Elmer-DeWitt

Horace Dediu: How Apple can turn the memory crisis to its advantage

"There’s never been a semiconductor boom that’s not followed by a semiconductor bust. Never. And they know it."

Read More Horace Dediu: How Apple can turn the memory crisis to its advantage

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Apple competes with Appleapple ipad neo ternus21 hours ago
Published May 11, 2026 by Philip Elmer-DeWitt

Apple competes with Apple

"Why would you buy a $349 iPad and a $249 keyboard when you can just get a MacBook Neo – with double the storage?"

Read More Apple competes with Apple

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Arete Research likes Apple's AI strategy (video)apple kramer video arete22 hours ago
Published May 11, 2026 by Philip Elmer-DeWitt

Arete Research likes Apple's AI strategy (video)

"The second mouse often gets the cheese." — Analyst Richard Kramer

Read More Arete Research likes Apple's AI strategy (video)

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Excerpt from Geoffrey Cain's 'Steve Jobs in Exile'apple geoffrey cain exile23 hours ago
Published May 11, 2026 by Philip Elmer-DeWitt

Excerpt from Geoffrey Cain's 'Steve Jobs in Exile'

"And then Steve burst into tears."

Read More Excerpt from Geoffrey Cain's 'Steve Jobs in Exile'

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Premarket: Apple was green, turned redapple premarket green 5-11-261 day ago
Published May 11, 2026 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From Barron's' "Markets Fall After Trump Slams Iran Peace Proposal. Stock Futures Slip, Oil Soars." posted early Monday.

Read More Premarket: Apple was green, turned red

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Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Proapple vision gurman dediu2 days ago
Published May 10, 2026 by Philip Elmer-DeWitt

Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro

"Mark Gurman claims Apple dissolved the Vision Products Group in 2025, but that contradicts the fact that this group is still active and hiring new employees as of April 27 2026." —Asymco's Horace Dediu

Read More Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro

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YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26apple wwdc hardware walkup2 days ago
Published May 10, 2026 by Philip Elmer-DeWitt

YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26

New MacMini, MacStudio, Apple TV, HomePod Mini and iMac in addition to Siri 2.0 and the OS 27 family.

Read More YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26

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This week's Apple trading strategies (5/11-5/15/26)apple trading strategies 5-11-262 days ago
Published May 10, 2026 by Philip Elmer-DeWitt

This week's Apple trading strategies (5/11-5/15/26)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (5/11-5/15/26)

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This robot vacuum maker's wannabe iPhone sucks (video)apple iphone robot vacuum3 days ago
Published May 9, 2026 by Philip Elmer-DeWitt

This robot vacuum maker's wannabe iPhone sucks (video)

"I’m confident they’ll never truly launch." — The Verge's Dominic Preston

Read More This robot vacuum maker's wannabe iPhone sucks (video)

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The Verge: Samsung's flagship is a MacBook missapple samsung macbook clone3 days ago
Published May 9, 2026 by Philip Elmer-DeWitt

The Verge: Samsung's flagship is a MacBook miss

“Good artists copy, great artists steal.” But what if they botch the robbery?

Read More The Verge: Samsung's flagship is a MacBook miss

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Philip Elmer-DeWitt
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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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