From "Stephanie Palazzolo, Amir Efrati and Aaron Tilley's "How Apple is Using Gemini to Give ChatGPT-Like Answers" ($) posted Tuesday.
From Sebastian Mallaby's "This Is What Convinced Me OpenAI Will Run Out of Money" posted Tuesday by the New York Times.
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.] ...
From "Global Smartphone Shipments Grew 2% YoY in 2025; Apple Emerged as Market Leader" posted Monday by Counterpoint Research ...
"With Apple dependent on Google, there is no way that its agent will be better than Google’s." ...
From a note to Wedbush clients that landed on my desktop Sunday.
"In short, I think Apple has made a good decision here for short term reasons, but I don’t think it’s a short-term decision." ...
From Kalley Huang and Tripp Mickle's "The Man Who Could Be Apple’s Next C.E.O." (free) posted Thursday.
What's surprising is how many of the features and products he introduced next were disappointments.
From Ed Hardy's "iOS 26 still struggles to gain traction with iPhone users" posted Thursday by Cult of Mac.
From "Apple, Google strike Gemini deal for revamped Siri in major win for Alphabet" posted Monday by Reuters.
From Cybart's "A Different Sales Proposition for Apple Vision Pro?" posted Friday to Above Avalon subscribers.