blastdoor

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blastdoor
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  • Tim Cook: We spent on AI companies in the quarter, but nobody big

    blastdoorblastdoor
    One exciting possibility for Apple is that by using their own silicon, they could potentially have lower inference costs than people relying on Nvidia. Combine that with their privacy / security and they could make a compelling case for their AI offering.

    hopefully they will realize that potential.
    williamlondondanoxSturmimuthuk_vanalingamssfe11

  • Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom

    blastdoorblastdoor
    paulmacintosh said:
    Right now, AI is a gimmick. Until it’s actually useful, it won’t make much impact.
    AI is tremendously useful right now. If it never improved beyond this point it would still be revolutionary. Unless by AI you mean Apple intelligence…
    williamlondon13485paulmacintoshmuthuk_vanalingammacgui

  • Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom

    blastdoorblastdoor
    Mike Wuerthele said:
    blastdoor said:
    Mike Wuerthele said:
    blastdoor said:
    This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. 

    The concerns about AI are not about earnings next quarter or even next year. It's about 18 months and further out. 

    One thing I'm very confident of -- Apple leadership is not as myopic as the fanboy base. They've known for a while now that they've got a problem, they just haven't solved it yet. One way or another, I'm pretty confident the problem will be solved. But it won't be solved by pretending it doesn't exist. 
    This report absolutely proves that the analysts who cried about this quarter because of Apple Intelligence were wrong.

    Apple will do what it very nearly always does, which is what the analysts in question always, always fail to see -- Iterate until they have something that they like. No visibility as to what Apple is doing does not mean that Apple is not working on it. 

    At this point in the AI lack of maturity, not having a product that really utilizes generative AI is not really an issue. If Apple doesn't do anything in a year or two, then maybe it's an issue.
    Who were the analysts who expressed concerns about apples performance in the most recent quarter due to AI?
    As briefly addressed in the piece, Wedbush's Dan Ives said Apple had to announce what the specific plan was at WWDC, or the quarter would be terribly bad. Just about everybody complained across the quarter minus Morgan Stanley that without improved Siri, there was no reason to buy an iPhone 16 at all.

    Turns out, that's not what happened.
    Can you provide a link substantiating that claim? I can’t find anything saying that Webusch predicted a bad quarter due to AI issues.
    williamlondondanox13485muthuk_vanalingammacgui

  • Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom

    blastdoorblastdoor
    Mike Wuerthele said:
    blastdoor said:
    This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. 

    The concerns about AI are not about earnings next quarter or even next year. It's about 18 months and further out. 

    One thing I'm very confident of -- Apple leadership is not as myopic as the fanboy base. They've known for a while now that they've got a problem, they just haven't solved it yet. One way or another, I'm pretty confident the problem will be solved. But it won't be solved by pretending it doesn't exist. 
    This report absolutely proves that the analysts who cried about this quarter because of Apple Intelligence were wrong.

    Apple will do what it very nearly always does, which is what the analysts in question always, always fail to see -- Iterate until they have something that they like. No visibility as to what Apple is doing does not mean that Apple is not working on it. 

    At this point in the AI lack of maturity, not having a product that really utilizes generative AI is not really an issue. If Apple doesn't do anything in a year or two, then maybe it's an issue.
    Who were the analysts who expressed concerns about apples performance in the most recent quarter due to AI?
    williamlondonmacgui

  • Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom

    blastdoorblastdoor
    This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. 

    The concerns about AI are not about earnings next quarter or even next year. It's about 18 months and further out. 

    One thing I'm very confident of -- Apple leadership is not as myopic as the fanboy base. They've known for a while now that they've got a problem, they just haven't solved it yet. One way or another, I'm pretty confident the problem will be solved. But it won't be solved by pretending it doesn't exist. 
    muthuk_vanalingamwilliamlondonnubusdanoxmacxpress