"If judged on the question of creation and satisfaction of the customer — i.e. the ultimate purpose of the firm — the App ...

"What jumps out to me is that Apple has a more advanced cloud-based LLM that is rumored to be 150 billion parameters. This ...

From a note to Needham clients that landed on my desktop Wednesday.

"Our Key First Look Data reflects outsized y/y iPhone sales growth (+20% y/y) for the second month in a row, due to continued ...

From Gruber's "Meta and ayandex have both been de-anonymizing Android users' ostensibly sandboxed private web browsing ...

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.] ...