Morgan Stanley: A.I. Could Drive iPhone Sales - MOSK: 11.21.2023

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 21 November 2023

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Morgan Stanley Talks Apple and A.I. and iPhone and China - Twitter CEO Calls Advertiser Defections "Temporary" - MacRumors Expects Bug Fixing iOS 17.1.2 Next Week - Ford F-150 Lightning Gets Apple Maps EV Routing - Apple TV+ Outs Trailer for New England Patriots Docuseries - 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

Click on a timestamp to play from that location

0:00.0	This is Mac OSKIN.
0:06.8	Morgan Stanley talks AI and iPhone.
0:12.2	Twitter CEO says advertisers will be back. AI and I'm
0:15.0	I phone Twitter CEO says advertisers will be back and stops on the way for an electric truck.
0:18.0	It is Tuesday the 21st of November 2023.
0:22.0	I'm Ken Ray and this is news from Maco-S Ken brought to you by
0:29.0	yours truly and supported by people like you patrons through Patreon.
0:35.0	Find out more and then your support at Patreon.
0:40.0	dot com slash Maco-O-S-Can.
0:43.0	Morgan Stanley held in Asia-Pacific Summit, it seems.
0:48.0	In Morgan Stanley analyst Eric Woodring has written up some thoughts tied to Apple.
0:53.0	Apple 3.0 has outlined a couple of notes he wrote,
0:56.0	one on Apple and artificial intelligence,
0:59.0	and another on iPhone and China.
1:02.0	Starting with the Coppertino Company and Artificial Intelligence. on iPhone and China.
1:02.6	Starting with the Cupertino Company and Artificial Intelligence,
1:05.9	the analyst says Apple is working on AI,
1:09.8	though it's not spending on it,
1:11.9	at least not in an appreciable way.
1:14.9	Quoting the note, Apple is clearly investing in generative AI-related head count
1:20.1	where natural language processing or NLP and deep learning skill sets make up 20 to 40% of Apple's AI job postings today.
1:30.0	But with CAPEX still just 3% of revenue versus 6% at the peak year in fiscal year 16,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.