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Needham: Why the AI buildout hasn't paid off yetapple ai needham payoff2 months ago
Published March 26, 2026 by Philip Elmer-DeWitt

Needham: Why the AI buildout hasn't paid off yet

"Friction in replacing FTEs with LLMs owing to emotional connections may negatively impact near-term ROICs on GenAI investments." — Analyst Laura Martin

Read More Needham: Why the AI buildout hasn't paid off yet

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How a friend of the bros sees Zuck's judicial comeuppanceapple om zuck trials2 months ago
Published March 26, 2026 by Philip Elmer-DeWitt

How a friend of the bros sees Zuck's judicial comeuppance

"This week two verdicts came in quick succession. First, a New Mexico jury ordered Meta to pay $375 million for knowingly enabling child predators on Instagram and Facebook."

Read More How a friend of the bros sees Zuck's judicial comeuppance

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How Apple verifies ages on the other side of the pondapple uk age verification2 months ago
Published March 26, 2026 by Philip Elmer-DeWitt

How Apple verifies ages on the other side of the pond

Scanning an ID or using a credit card will do the trick. 

Read More How Apple verifies ages on the other side of the pond

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Premarket: Apple is redapple premarket red 5-20-262 months ago
Published March 26, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Markets Fall as Iran Rejects Trump Peace Plan. Stock Futures Drop, Oil Prices Soar." posted early Thursday.

Read More Premarket: Apple is red

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Zuck hit with a 1-2 punchapple jury zuck meta2 months ago
Published March 25, 2026 by Philip Elmer-DeWitt

Zuck hit with a 1-2 punch

A day after one jury socked Meta for $375 million in damages, another hit it for millions more.

Read More Zuck hit with a 1-2 punch

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Why this Apple 'uber-skeptic' doesn't sell his stockapple uberskeptic paul meeks2 months ago
Published March 25, 2026 by Philip Elmer-DeWitt

Why this Apple 'uber-skeptic' doesn't sell his stock

"It has so many fan boys, this company, that no matter what happens, no matter how far down the road they kick the can on AI and other purported growth drivers, they always come in to support the stock."

Read More Why this Apple 'uber-skeptic' doesn't sell his stock

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Tim Cook not picked for Trump's Science Councilapple trump science council2 months ago
Published March 25, 2026 by Philip Elmer-DeWitt

Tim Cook not picked for Trump's Science Council

The Council will be co-chaired by David Sacks and Michael Kratsios.

Read More Tim Cook not picked for Trump's Science Council

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Jessica Levin: Apple's AI deal with Google runs deepapple lessin google AI2 months ago
Published March 25, 2026 by Philip Elmer-DeWitt

Jessica Levin: Apple's AI deal with Google runs deep

"In fact, Apple has complete access to the Gemini model in its own data center facilities."

Read More Jessica Levin: Apple's AI deal with Google runs deep

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OpenAI kills Disney-backed token-wasting Soraapple sora openai altman2 months ago
Published March 25, 2026 by Philip Elmer-DeWitt

OpenAI kills Disney-backed token-wasting Sora

"The Sora discontinuation is a rebuke to OpenAI’s previous strategy, which involved an array of product launches that created a complicated organizational structure and competing priorities."

Read More OpenAI kills Disney-backed token-wasting Sora

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Raw data: Insider trading on Trump's Iran plansapple trump iran treason2 months ago
Published March 25, 2026 by Philip Elmer-DeWitt

Raw data: Insider trading on Trump's Iran plans

Some might call it "treason."

Read More Raw data: Insider trading on Trump's Iran plans

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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.]

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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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