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VOICE ARCHIVE

Aaron Tilley

@aatilley
32 posts
2026-01-23
My latest look at Apple's AI moves w/ @waynema : -Craig Federighi now oversees all of Apple's AI strategy, despite being a longtime AI skeptic over the years -Apple's to Google's AI model was announced internally in October, leaving the internal foundation AI model team frustrated -Craig is internally known for his tight budget and has chaffed at paying AI researchers more than top Apple execs -The foundation model team has since been tasked with building smaller models
2026-01-23 View on X
Bloomberg

Sources: Apple expanded the job of hardware chief John Ternus to manage design teams at the end of 2025, solidifying his status as a leading CEO candidate

Apple Inc. has expanded the job of hardware chief John Ternus to include design work, solidifying his status as a leading contender …

My latest look at Apple's AI moves w/ @waynema : -Craig Federighi now oversees all of Apple's AI strategy, despite being a longtime AI skeptic over the years -Apple's to Google's AI model was announced internally in October, leaving the internal foundation AI model team frustrated -Craig is internally known for his tight budget and has chaffed at paying AI researchers more than top Apple execs -The foundation model team has since been tasked with building smaller models
2026-01-23 View on X
The Information

A look at Craig Federighi's approach to AI at Apple; sources say he led a push to use other companies' models to help launch a revamped Siri later in 2026

The Information:

2026-01-22
My latest look at Apple's AI moves w/ @waynema: -Craig Federighi now oversees all of Apple's AI strategy, despite being a longtime AI skeptic over the years -Apple's to Google's AI model was announced internally in October, leaving the internal foundation AI model team
2026-01-22 View on X
The Information

A look at Craig Federighi's approach to AI at Apple; sources say he led a push to use other companies' models to help launch a revamped Siri later in 2026

The Information:

SCOOP: Apple is launching their own AI pin. Wonder how Humane (remember the Ai Pin?) folks will feel about this https://www.theinformation.com/ ...
2026-01-22 View on X
The Information

Sources: Apple is developing an AirTag-sized AI wearable pin with cameras, a speaker, microphones, and wireless charging, which it could launch as early as 2027

Apple is developing an AI-powered wearable pin the size of an AirTag that is equipped with multiple cameras, a speaker …

SCOOP: Apple is launching their own AI pin. Wonder how Humane (remember the Ai Pin?) folks will feel about this https://www.theinformation.com/ ...
2026-01-22 View on X
The Information

A look at Craig Federighi's approach to AI at Apple; sources say he led a push to use other companies' models to help launch a revamped Siri later in 2026

The Information:

2026-01-21
SCOOP: Apple is launching their own AI pin. Wonder how Humane (remember the Ai Pin?) folks will feel about this https://www.theinformation.com/ ...
2026-01-21 View on X
The Information

Sources: Apple is developing an AirTag-sized AI wearable pin with cameras, a speaker, microphones, and wireless charging that could be released as early as 2027

Apple is developing an AI-powered wearable pin the size of an AirTag that is equipped with multiple cameras, a speaker …

2025-07-04
Apple has thought about turning its Apple chips into a public cloud for its developers. My latest for The Information [image]
2025-07-04 View on X
The Information

Sources: in 2024, Apple explored a cloud service renting its own chips to developers; it spends ~$7B per year on renting Nvidia chips from AWS and Google

Apple over the past few years considered launching a business renting out its servers to the millions of developers that create apps …

2024-08-30
Apple is in talks to join the OpenAI funding round valuing it at $100 billion. While unusual for Apple, it's not without precedent: $1 billion into SoftBank's Vision Fund in 2017 and $1 billion into Didi in 2016. https://www.wsj.com/...
2024-08-30 View on X
Bloomberg

Sources: Nvidia, Apple, and Microsoft, the three most valuable tech companies, are in talks to participate in a funding round that would value OpenAI at $100B+

- Apple, Microsoft also have been in talks about participating  — Financing would value OpenAI at more than $100 billion

2024-06-06
How Apple fell behind in the AI arms race. “Siri has been stuck in the mud for years. But I absolutely see a renaissance coming,” said Siri co-founder Dag Kittlaus https://www.wsj.com/...
2024-06-06 View on X
Wall Street Journal

Sources detail how Apple fell behind in the AI race: its AI team failing to collaborate with product teams, a lack of access to computing resources, and more

For those who saw them, the demonstrations inside Apple increase earlier this decade of a revamped Siri offered a showcase …

2024-05-07
Apple is hoping to get an AI edge by putting its chips in its server with Project ACDC (Apple Chips in Data Center): https://www.wsj.com/...
2024-05-07 View on X
Wall Street Journal

Sources: Apple has been working on its own chip designed to run AI software in data center servers; the project is internally codenamed Project ACDC

The company is leaning on its long history of chip development in the effort, code-named Project ACDC  —  Apple has been working …

2024-04-19
Apple removes two Meta apps from its Chinese App Store as part of a larger Chinese gov crackdown on apps: “We are obligated to follow the laws in the countries where we operate, even when we disagree,” Apple said https://www.wsj.com/...
2024-04-19 View on X
Wall Street Journal

Apple removes WhatsApp and Threads from its App Store in China, saying it was ordered to do so by China's cyberspace officials citing national security concerns

China's cyberspace officials cite national-security concerns for targeting the Meta apps, Apple says

2024-01-30
Microsoft's Xbox president comes out against Apple's EU DMA compliance plans https://twitter.com/...
2024-01-30 View on X
The Verge

Xbox President Sarah Bond says that “Apple's new policy is a step in the wrong direction”, in response to an X post by Spotify's CEO about Apple's DMA changes

Apple's new plan to comply with the European Union's tech regulations has already drawn criticism from Epic Games CEO Tim Sweeney and Spotify.

2024-01-26
Apple announces its DMA compliance plan that include sideloading. For sideloaded apps, Apple will be charging “€0.50 for each first annual install per year over a 1 million threshold.” For big apps, that could be a lot of money https://www.apple.com/...
2024-01-26 View on X
MacRumors

Apple announces support for alternative app stores in the EU, charging no commission but instead an annual €0.50 Core Technology Fee per install per account

including sideloading John Voorhees / MacStories : Apple Details How It Plans to Comply with the EU's Digital Markets Act Siôn Geschwindt / TNW : Apple begrudgingly allows EU custo...

2023-09-21
Apple's wireless chip project to replace Qualcomm is code-named Sinope, after the nymph in Greek mythology who outsmarted Zeus. It's also running behind schedule. https://www.wsj.com/...
2023-09-21 View on X
Wall Street Journal

Sources: Apple spent billions of dollars developing a modem chip for the new iPhones to cut ties with Qualcomm, but the chip was slow and prone to overheating

The company set out to design a silicon chip that would allow it to cut ties with Qualcomm, a longtime supplier and bitter foe

2023-02-04
Tim Cook on whether layoffs will happen at Apple: “I view layoffs as a last resort kind of thing,” Mr. Cook said. “You can never say never. We want to manage costs in other ways to the degree that we can.” https://www.wsj.com/...
2023-02-04 View on X
Wall Street Journal

Tim Cook estimates iPhone revenue would have grown “absent the supply constraints”, currency fluctuations were a challenge, and that layoffs are a “last resort”

2023-02-03
Tim Cook on whether layoffs will happen at Apple: “I view layoffs as a last resort kind of thing,” Mr. Cook said. “You can never say never. We want to manage costs in other ways to the degree that we can.” https://www.wsj.com/...
2023-02-03 View on X
Apple

Apple reports Q1 revenue down 5% YoY to $117.2B, marking its largest annual quarterly revenue decline since 2016, and net income down 13% YoY to $30B

Installed base crosses 2 billion active devices and hits all-time high for all major product categories  —  Services set new all-time revenue record

2022-12-09
FTC sues to block Microsoft's Activision deal. Points to past behavior: “Microsoft decided to make several of Bethesda's titles including Starfield and Redfall Microsoft exclusives despite assurances it had given to European antitrust.” https://www.ftc.gov/...
2022-12-09 View on X
The Washington Post

The FTC sues to block Microsoft's $69B Activision Blizzard acquisition, charging that the deal announced in January may suppress Microsoft's gaming competitors

Lawsuit marks Lina Khan's most significant effort to date to address tech industry consolidation, and it could upend Microsoft's gaming ambitions

2022-12-08
Before Salesforce co-CEO Bret Taylor's surprising departure announcement last week, tensions had been growing between him and Marc Benioff for months. Story w/ @EmilyGlazer and @laurenthomas https://www.wsj.com/...
2022-12-08 View on X
Wall Street Journal

How tensions grew between Salesforce co-CEOs Marc Benioff and Bret Taylor for months; sources: Benioff became frustrated about how Taylor was spending his time

Exit of Bret Taylor from role he has shared for about a year wasn't long planned  —  The Tech Sector Is Taking a Beating.  Here's Why.

2022-06-24
Walmart is continuing to bulk up on its own cloud capabilities, part of a broader trend of companies seeking to maintain some independence from the cloud giants https://www.wsj.com/...
2022-06-24 View on X
Wall Street Journal

Walmart says its own hybrid cloud system now has 10K “edge nodes” across the US, helping to reduce costs by 10%-18% annually and lessen reliance on cloud giants

Retailer says new hybrid system allows the company to switch between cloud providers and its servers, saving time and money

2021-12-30
Google is splurging on equity investments to convince companies to move over to its cloud https://www.wsj.com/...
2021-12-30 View on X
Wall Street Journal

Google, Microsoft, and Oracle invest in potential cloud clients to beat AWS; Google claims 6% cloud market share, behind AWS at 41% and Microsoft at 20%

Alphabet company and others invest in potential clients as they look to close gap with Amazon in fast-growing sector