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Wednesday, June 12, 2024

AI -- June 12, 2024

Locator: 47825AI.

WWDC24 is tracked here.

From TWSJ

Joanna got it exactly right.

Again, Apple integrates everything. Apple is one big eco-techno-niche. 

One can see how Apple will do this. At the Keynote presentation, watch four minutes (or slightly less), starting at the 46-minute mark -- the new Apple calculator, and Notes -- "Smart Script" -- starts about 48:45. 

Apple integrates all its hardware with all its applications through AI. For Apple, AI is not an AI-App-icon. It is integral to M4 -- an SoC with its CPU-GPU-NPU nestled together with software already optimally configured by one "company." 


Note

  • $3.00 trillion --> $3.33 trillion = an increase of $0.330 trillion or $330 billion in just a few hours.

Market cap for:

  • BA: $310 billion
  • GM: $55 billion
  • JPM: $552 billion (which, by the way, is "negative" today)
  • MU: $155 billion (up over $5 today)
  • SNOW: $43 billion
  • KO: $270 billion
One can assume the Apple short squeeze continues. Perhaps intensifying.

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