







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.

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
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.

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...

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.

Don’t Believe the Hype — or Doom — About AI
For America’s VC-dominated tech industry, AI hype isn’t just a crazy by-product — it’s a structural part of the US economy in which capital tries to write our destinies. We shouldn’t let it.

2024 MacBook Air review: Dawn of the AI laptop
Apple's new laptop is one of the first pitching itself as being ideal for AI. Soon it'll have plenty of company.

Apple is planning a big AI comeback, but we've heard this song before
Apple's future AI products and services sound fantastic, but Apple's unannounced future products usually do.

How Apple Can Own I/O to Own the Universe
Plus! The Great Inflation; Two-Way API Businesses; Zoom and Cities; From ETrade to eToro; Hardware-as-a-Service

How a 40-Minute Window Brought Down a $10 Billion AI Startup: The Mercor Data Breach, Explained
A poisoned open-source package, a credential-stealing payload, and 4 terabytes of stolen data here’s what every AI company needs to learn…
