Gene Munster and Doug Clinton explore the implications of Apple taking a stake in OpenAI.
Read More Can Apple build another $100 billion business with AI? (video)
Gene Munster and Doug Clinton explore the implications of Apple taking a stake in OpenAI.
Read More Can Apple build another $100 billion business with AI? (video)
From "Apple doesn't own its own AI destiny, says Deepwater's Doug Clinton" which aired Thursday on CNBC.
Read More Why Deepwater's Doug Clinton doesn't own Apple (video)
Tested every which way against the leaders, Apple Intelligence (either on device or on the server) scores well, not great.
Read More Cult of Mac takes a deep dive into an Apple Foundation Model white paper
"Investing in OpenAI could complicate Apple’s efforts to be a neutral partner with other AI companies."
"We expect Apple’s claim on the future economics of [AI] apps to be substantial as it exploits its distribution advantage."
Read More This hedge fund manager loaded up on Apple in April, sees 'significant upside' ahead
"If Apple can’t catch up quickly, Chief Executive Officer Tim Cook may need to rethink the company’s approach to AI. It also could put Apple AI chief John Giannandrea on the spot."
Ben Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss Apple's company outlook, Nvidia's AI dominance, state of the chips sector, and more.
Read More Ben Reitzes: Expectations for Apple are relatively low (video)
"Rome was not built in a day and neither will this unprecedented AI Revolution."
Read More Daniel Ives promises an 'AI tidal wave of spending'
From "Gemini is replacing Assistant on Pixel phones and it's a train wreck" posted Tuesday by FastCompany.
From Emma Roth's "Every time Google dinged Apple during its Pixel 9 launch event" posted Tuesday by The Verge.
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