"Investing in OpenAI could complicate Apple’s efforts to be a neutral partner with other AI companies."
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From Cheng Ting-Fang and Lauly Li's "Apple orders over 10% more iPhones than last year on AI bet" posted Thursday.
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"Which one do you prefer: downgrading to keep the same price, or upgrading to a higher configuration with a moderate price increase?" — Redmi's Wang Teng Thomas
"However, there is a potential upside to the iOS forecast with a lot depending on how well the demonstrated GenAI use cases play out in the upcoming iPhone 16 launch and how soon Apple can establish local AI partnerships in China." — Senior IDC researcher Nabila Popal
Read More IDC: Android shipments expected to grow 9 times faster than iOS in 2025
"Any disappointment could reset the mood to the start of the year when Apple lagged behind peers over fears it was too slow to move in AI."
Excerpts from the notes I've seen. More as they come in.
Read More Apple's CFO transition: What the analysts are saying
Apple is getting a new CFO
4 weeks ago
4 weeks agoAs of Jan. 1, 2025, Luca Maestri is out, Kevan Parekh is in.
"With robotics, Apple believes it can solve a series of first-world problems."
Read More Mark Gurman: Apple tried to buy dog-and-humanoid robot-maker Boston Dynamics
"Video seems to be where there’s definite growth, and they’re not even trying on that." — Cumulus Media's Pierre Bouvard
Read More How Apple, which invented the podcast, lost its way
The Digital Market Act has given Europeans the power to really screw up their iPhones.
Read More Ready to delete Music, Photo, Camera, Messages, Safari and the Apple App Store?
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