"Apple has more than a billion devices in service. Could all those equipped Apple devices quietly become the largest distributed compute network on earth?"
Richard Windsor: Replacing Apple's MasterChef
4 months ago
4 months ago"If the replacement is internal, I will be worried about more-of-same which is not what I think this company needs."
Greg Bates: What do you call what Apple does?
4 months ago
4 months ago"We need a name, a term for when a company/person does what the whole world is utterly convinced is the wrong move — and then turns out to be right to earth-shattering effect."
WSJ: The source of AI froth
4 months ago
4 months agoA certain amount of corporate spending on AI companies might not be carefully thought through. It’s more performative, a demonstration that leadership is doing something.
From "Apple's minimal AI spend may lead to big gaps in competition, says Big Technology's Alex Kantrowitz" which aired Tuesday on CNBC.
Read More CNBC: Apple's minimal AI CapEx spend — pro and con (video)
Apple as AI safe harbor
4 months ago
4 months agoLight footprint, fortress balance sheet, massive cash reserves.
"There is this positive feel for Apple that they don’t have to answer the big question that everybody else does, which is: What is the return on your invested capital in all of these other areas?" — Zack's Brian Mulberry
Read More Apple's CapEx strategy is working to its advantange. Finally.
"Credit where it’s due: Apple is doing whatever it takes to deliver a product that meets user expectations — setting aside pride and its typically cautious spending habits."
Read More Mark Gurman: Why Apple is keeping mum about its collaboration with Google AI
"AI money isn't eternal. Apple's money effectively is, though. They can wait."
Read More AppleInsider: Apple is playing the long game in AI
"Now, to be clear, I’m not declaring AI a total flop — it just hasn’t lived up to the promises of the hardware vendors who told us it would revolutionize the way we use electronics."
Read More Vlad Savov: The iPhone is winning because AI isn't
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