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Mac OS Ken

Analysts Bullish on Apple + A.I. - MOSK: 02.14.2024

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 14 February 2024

⏱️ 14 minutes

🧾️ Download transcript

Summary

- Evercore Sees AI on iPhone Driving Device Upgrades - Wedbush: AI Revolution Now Coming to Cupertino - EU Says iMessage Falls Outside of DMA Regulation - Apple Developers Get New Round of OS Betas - 9to5Mac: tvOS Code Points to New HomePod - Longest-Serving Apple Designer Set to Retire - Developers Get Second Beta of visionOS 1.1 - Apple Says Over 1,000 Apps Built for Apple Vision Pro - Peloton Dropping Apple GymKit for Its Own "One-Tap" Tracking - Apple Watch Heart Challenge Set for Today - "The New Look" Starts Its Run on Apple TV+ - Apple TV+ Orders Third Season of "Invasion" - Check Out the OpenCase Kickstarter NOW at kickstarter.com/projects/johnrokos/opencase-magsafe-perfected/ - Check Out the Latest Checklists by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0

This is Mac OSKIN.

0:07.0

This is Mac OSKIN.

0:09.0

Analysts are stoked for iPhone and AI.

0:12.2

Eye-messed can keep its blue bubbles to itself in the EU, and another

0:16.8

round of OS betas makes the scene.

0:20.1

Happy Valentine's Day, my pretties. It is Wednesday, the 14th of February, 2024.

0:26.5

Don't blush. I'm Ken Ray and this is news from Maco-S-Kan brought to you by yours truly and supported by people like

0:39.1

you patrons through Patreon. Patreon.

0:43.0

Find out more and add your support at Patreon.

0:47.0

dot com slash Maco-Sken.

0:51.0

From the people who brought you pin numbers and ATM machines,

0:57.0

Evercore analyst Ahmedarianani thinks iPhone could be a perfect home

1:01.0

for large L.L. M's. One of those L's stands for large, you see.

1:09.4

Apple 3.0, and part of a note Darianani wrote that as him 100% buying the idea of

1:16.1

Edge AI or artificial intelligence that runs on device, the position that Apple is

1:22.4

in to capitalize, looking good as far as he's concerned,

1:27.2

and the surge in iPhone sales that that could create.

1:31.7

Currently the analyst says people are holding on to their iPhones for about 44 months

1:36.0

but there is practically no way a three and a half year old iPhone is going to be able to

1:40.6

pull off the kinds of things he thinks Apple's virtual assistant 2.0

1:46.2

will be able to do, hence the upgrades.

1:50.5

Outside of the virtual assistant, Darienani says he and his also think that an

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