Excerpts from the notes I've seen. More as they come in.
WWDC Keynote 2026" posted Monday to Deepwater Asset Management subscribers.
From a note to KeyBanc clients that landed on my desktop Sunday.
"The opportunity is not mainly about taking over high ability tasks and forcing human effort to be displaced. It’s much more about making the less able become more abled." ...
From Kalley Huang and Brian X. Chen's "Apple Has Another Go at A.I., but Don’t Call It a Reinvention" posted early Monday.
From Gurman's "Inside Apple’s Secret Meeting That Led It to Finally Take AI Seriously" posted Sunday by Bloomberg.
A place for Apple traders and investors to share their best ideas.
I've booked my flight and a hotel room in Palo Alto. Hope to see you there.
From "Apple preps for WWDC on Monday" posted Friday on CNBC.
From "‘Closing Bell’ panel talks what to expect from Apple’s WWDC next week" posted Friday on CNBC Pro.
From Ryan Whitwam's "Apple working to cram massive Gemini model into iPhone to power new Siri" posted Thursday by ArsTechnica ...
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