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

From "The AI Interface Apple Already Built (But Never Launched)" posted Thursday on Tommo.fyi.

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.] ...

"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 ...

"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.

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

"Although the denial of a stay is a headwind for Apple, we continue to believe the magnitude of impact is likely to be ...

From Mike Scarcella's "Apple loses bid to pause app store reform order in Epic Games case" posted Wednesday by Reuters.

From "Apple and Alibaba’s AI rollout in China delayed by Donald Trump’s trade war" posted Wednesday by the Financial Times.

From Orla Sheridan's "Apple of high society’s eye" posted Monday by Tatler.

From a note to Evercore clients that landed on my desktop Tuesday.