Analysis of Leveraging Assets in Physical World and Strategic Considerations for App Developers

Answering listener questions in the wake of WWDC, including thoughts on AI for Outlook, whether Apple competitors will allow data access to Apple Intelligence, cloud questions, chip questions, and more.

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Apple Intelligence is Right On Time — Stratechery

WWDC, Apple Intelligence, Apple Aggregates AI — Stratechery Update

How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live — Stratechery Update

An Interview with Daniel Gross and Nat Friedman About Apple and AI — Stratechery Interview

The Apple-OpenAI “Deal”, Japan and the App Store, Apple’s AI Developer Risk — Stratechery Update

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