"We lay out the 3 things that Cook and Apple need to do to prove this will not be a melting ice cube AI strategy and make sure Cupertino is not watching this AI Party through the windows." ...

Apple likely to make investment commitment" posted early Wednesday by Reuters.

From Kate Conger's "So Long to Tech’s Dream Job" posted Monday by the New York Times.

We settled on 25%, but I think I’m gonna raise that very substantially over the next 24 hours.” — President Trump, speaking ...

Excerpts from the notes I've seen. More as they come in.

From Thompson's "Apple’s AI Strategy, Redux" ($) posted Tuesday by Stratechery.

From Ed Harvey's "iPhone rakes in 3 times the revenue of any rival" posted Monday by Cult of Mac.

From Luke Broadwater's "Trump to Announce Additional $100 Billion Apple Investment in U.S." posted Wednesday by the New York Times.

From Gurman's "Power On" column, posted early Sunday to Bloomberg Technology subscribers.

Zuckerberg is clearly betting that advanced artificial intelligence’s near emergence will finally open the door to a ...

"If Netflix can reverse its philosophy on ads, there’s no reason Apple can’t do it too." ...

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...