Global sales grew 4% in 2024, driven by Samsung’s Galaxy S24 and on-device AI after a historic slump in 2023.

Rushed genAI promises and delayed launches erode trust, exposing how tech giants are prioritizing hype over realistic timelines in a race to beat competitors

Abandoning its EV ambitions, Apple focuses on AI-driven services and devices, aiming to lead on-device innovation while navigating fierce competition and regulatory battles

Apple’s AI update embeds ChatGPT across iPhones and iPads, putting OpenAI’s tech at users’ fingertips and reshaping how genAI fits into daily life.

As it transitions to a for-profit model, OpenAI’s innovations and investments promise growth, but leadership turmoil and rising competition may challenge its dominance.

xAI’s plan for a standalone app may expand user access, but controversial outputs and app store policies could undermine its adoption and growth.

With sweeping device access and app control, it’s looking to give everyone AI agents—if trust issues don’t hold it back.

With on-device AI capabilities and standout benchmarks, the M4 can help Apple justify premium Mac prices and offset tepid iPhone sales.

Hampered by unclear monetization strategy and rising costs, Apple’s AI push faces steep adoption barriers.

Revenue from services contributed over a quarter of its Q4 revenue, offsetting slower iPhone sales and delayed AI rollouts.

New AI-powered Apple devices hit markets, but Indonesia’s ban and the EU’s App Store demands reveal global friction in Apple’s shift toward an AI-first strategy.

Skipping its usual fall roll-out event, Apple will announce M4 devices and AI betas. It may be aiming to align launches with feature readiness.

Meta’s slimmed-down Llama AI runs on smartphones but faces ecosystem challenges: Without its own hardware, Meta’s success hinges on partnerships as it competes with Apple and Google.

iPhone 16 sales falter as AI enhancements fail to excite consumers: Apple reduces production by 10 million units, signaling weak demand despite rolling out new AI tools in iOS 18.2 beta.

Apple patches major iOS bugs before the iPhone SE 4's expected announcement, but its missing AI features are the real problem.

By adding translation tools in new markets, Reddit seeks to drive growth and keep momentum post-IPO.

With AI delays and sluggish preorders, the iPhone 16 launch is testing investor patience and could signal trouble ahead for the tech giant.

The absence of Apple Intelligence at launch and limited language support may hinder consumer interest and slow early adoption.

Integrated AI services across devices could supercharge iPhone sales and subscriptions.

On today's podcast episode, we discuss what Apple Intelligence promises to help users do, what a partnership with Apple means for OpenAI, and why this might be a bad move for the iPhone maker. "In Other News," we talk about the advent of the AI PC. Tune in to the discussion with our analysts Jacob Bourne and Yory Wurmser.