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 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…