Asymco analyst Horace Dediu argues that agentic AI will not kill the app economy but will transform it, with apps becoming callable APIs while retaining trusted data and relationships. Apple's orchest…
Asymco analyst Horace Dediu argues that hyperscaler AI spending is not heading for a bust, comparing it to Amazon's early infrastructure investment. He notes that while profits are thin due to reinves…
Apple's home hub strategy faces a challenge as AI advances, with the Apple TV potentially being replaced by a more intelligent, anthropomorphic device like a HomePod with a screen. The author argues t…
Apple's WWDC 2026 showcased a re-architected operating system integrating intent-based AI across all platforms, fulfilling Siri's original vision from 13 years ago. The success of Apple Intelligence h…
Apple's AI monetization strategy relies on existing business models, with revenue flowing through device sales, App Store commissions, and iCloud subscriptions tied to compute usage, according to Asym…
Apple and Google announced a multi-year agreement for Google's Gemini models to power a revamped Siri and Apple Foundation Models, with the deal valued at roughly $1 billion per year. Apple will run m…
Apple Intelligence will primarily monetize through hardware upgrades rather than new services, as the AI framework demands significant increases in computing resources that leave older devices behind.…