You don't have to have a Prime membership to take advantage of the Amazon Spring Sale.
AI prompt: what percent of Amazon's retail business comes from Prime members vs non-Prime members. With all the perks one gets with Amazon Prime, it's amazing all the folks that buy from Amazon who are not Prime members.
Reply:
Amazon Prime: 180 million Americans.
Apple: installed base of more than 2.5 billion active devices, an increase of 150 million installed active devices from a year earlier.
Note: Apple is tracked here. For the first time ever, I've added an operating system to the page.
Apple:
Apple deal with Google gives Apple full access to Gemini inside its own data centers. It also gives Apple the ablity to distill that system into smaller models for its own use. Link here.
The wave of accelerated deployment of AI infrastructure will only intensify the memory hunger of the entire AI ecosystem.
Apple's AI endgame: why waiting for Siri could make it a winner -- Jonny Evans, Computerworld, link here.
While rivals chased hype, Apple built the platform. IOS 27 may be the payoff.
iOS 27 is a mobile operating system planned for release by Apple Inc. in
2026. It is scheduled to be unveiled at the Worldwide Developers
Conference (WWDC) in June 2026 and officially rolled out to users in
September of the same year.
The iPhone 18 series will come pre-installed
with this system. iOS 27 will debut a new Siri chatbot, internally codenamed 'Campos.'
This chatbot is built on the Google Gemini 2.5 Pro model and supports
intelligent conversations through voice and text input.
In iOS 27,
Siri's functionality will be further enhanced, featuring continuous
multi-turn conversation capabilities and deep integration into the
Health app and the system.
The development focus of this system is
described as a 'Snow Leopard-style update,' emphasizing underlying
performance optimization and stability improvements, while also
providing software adaptation for the rumored foldable iPhone.
Apple sales:
Oracle:
Only Oracle has two representatives on the newly formed President's Council of Advisors on Science & Technology. Link here.
The initial members of the newly formed President's Council of Advisors (link here). Note who isn't mentioned:
After the big jump in January, 2020, Covid-19) it appears that Schwab had the biggest jump (on a percentage basis), around April, 2023. Falling the most at that time, again on a percentage basis, appeared to be Morgan Stanley but I could be very, very wrong. The graph is very hard to read.
Zooming in, one can see that mutual fund assets hit a new record:
