"Though Apple Intelligence will be free to start, the long-term plan is to make money off the capabilities."
"When you have 10,000 orders that just came in that you have to ship in two hours, you have to optimize for that. Language is not gonna help; it’s just going to slow things down."
Fast Company: Apple AI services could go boom
3 months ago
3 months agoApple Intelligence "opens the door to a meaningful boost in Apple’s services revenue, its most profitable business and its fastest-growing."
Oppenheimer raises Apple target $50 to $250
3 months ago
3 months ago"We suspect that WWDC showcased only a fraction of what Apple Intelligence could do in the future." — Analyst Martin Yang
"We view conversational AI with context and privacy as key to monetization of the installed base of Apple devices over time." — Analyst Wamsi Mohan
Read More BofA takes a deep dive into Apple services in the Apple Intelligence era
genAI: Burning coal and smoking hopium
3 months ago
3 months ago"Microsoft is betting on an effort to generate power from atomic fusion — the collision of atoms that powers the sun — a breakthrough that has eluded scientists for the past century. Physicists predict it will elude Microsoft, too."
"I ultimately believe that Apple is in a great position in terms of where they're at with regulators."
Read More Gene Munster: Ignore the Apple-vs.-EU headlines (video)
Macalope: Apple AI is less worse than the rest
3 months ago
3 months ago"Apple is wisely carving its own path and (mosly) ditching the work of pioneers."
"Apple has played its hand quite remarkably over the last few weeks. It's amazing. They went from AI laggard to almost the gatekeeper in the space." — CNBC's Deirdre Bosa
Read More Will Apple commoditize the generative AI models? (video)
"We don’t see a significant impact to the upgrade cycle." — Analyst Samik Chatterjee
Read More J.P. Morgan: 'Will EU DMA Impact the AI Upgrade Cycle?'
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