In a bold departure from its Big Tech peers, Apple sidestepped the $650 billion AI infrastructure spending frenzy, a move likened to opting out of purchasing the US Navy annually. While Amazon, Goo…
Apple at 50: eight technology leaps that changed our world
From Apple II to the iPhone, time and again this extraordinary company has anticipated the value of opening up computing to everyone.
Is Apple's AI Strategy as Safe as It Looks?
Protected by its moat, Apple has time to get AI right
Best of all, the hardware it sells today will run whatever Apple comes up with.
Why Do the Biggest Companies Keep Getting Bigger? It’s How They Spend on Tech
The secret of success for Amazon, Google and Microsoft is how much they invest in their own technology.
Coopting Disruption
Our economy is dominated by five aging tech giants – Alphabet, Amazon, Apple, Meta, and Microsoft. In the last twenty years, no company has commercialized a new
Adversarial Interoperability: Reviving an Elegant Weapon From a More
Today, Apple is one of the largest, most profitable companies on Earth, but in the early 2000s, the company was fighting for its life. Microsoft's Windows operating system was ascendant, and
Apple Turnaround
I spend a lot of time thinking about what Apple should be doing differently. I wrote Apple Turnover because so many of my notions kept running into a dead end: I could no longer bring myself to believe Apple would do these things without a change in leadership.
Apple Earnings; Cook’s AI Comments; Apple’s AI Strategy, Redux
Apple appears committed to its original Apple Intelligence strategy.
WWDC25: Apple’s Playing a Different Game
The strategy makes sense. The narrative is missing. Let’s examine Apple’s AI approach from first principles and assess whether WWDC delivered.
Column: Apple takes its eye off the ball: Why Apple fans are really coming to hate Apple software
There always have been two great virtues in Apple's policy of keeping the development of hardware and core software in-house: their seamless integration with each other and their quality.
The Internet Economy
We are living in an era of bundling. The big five consumer tech companies — Google, Apple, Facebook, Amazon, and Microsoft — have moved far…
Is Big Tech's AI Gamble Starting to Look Riskier? - Slashdot
The Washington Post looks at giant tech companies "feeding every available dollar into the cash-incinerating maw of AI machines." They warn "Tech superstars that once had oodles of cash left over at the end of each year are now flipping into the red..." [While optimists expect] huge corporate p...
Google just scored a huge win against Amazon by landing Apple as a customer
Apple has reportedly signed a contract worth between $400 million and $600 million to use Google's Cloud Platform.
The loudest warning about AI and jobs yet
200 economists and AI leaders say something big is happening. What should we do about it? Plus: Apple sues OpenAI
Big Tech’s A.I. Spending Is Accelerating (Again)
Despite the risk of a bubble, Google, Meta, Microsoft and Amazon plan to spend billions more on artificial intelligence than they already do.
The Great AI Divide: Navigating U.S. and Chinese dominance
At a Rest of World event during New York Tech Week, we explored the challenges and possible solutions to the dominance of American and Chinese AI companies.
