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One Foundation Model runs on Nvidia GPUs hosted in Google’s cloud and some Google proprietary model data used to refine Apple’s Models. Apple has shared new details about the technology behind its latest Apple…
The end of apps? Not so fast. The traditional computing “stack” is usually portrayed as a layered cake where the base is silicon, on top of which are system-level interfaces, followed by the operating system, then core…
· Farshad · Asymetric, Podcast
You may well wonder why Asymetric is misspelled. Not everything you hear in the Asymetric podcast makes it through the ruthless editing process. I retrieved some of what was deleted and will post it to YouTube as…
You don’t have to choose. In the grand debate on the future of computing, we’ve been led to believe that there was a choice coming, a new interface to replace the touch UI interface that emerged in 2007. One camp…
AI sales are booming. AI FCF not so much. So what new cash flows does Apple Intelligence unlock? Apple’s release of a new framework for AI at WWDC26, centered mainly on new layers in the device/OS which process intent to…
Don’t confuse efficiency and effectiveness Source: Counterpoint Research NB: Words like “needs”, “must”, “follow” contrast with minimal evidence of demand. Effectiveness is a number. Efficiency is a ratio. No bank has…
How to measure helping others Apple isn’t measured by revenue or profit, at least not primarily. The measure is always satisfied customers. The application of services, software and computing hardware to improve lives…
Asymco Bulletin is a digest of all the work we have published for the week ending June 7, 2026. Office Hours Live Q&A, Tuesday June 9, 2026 Day after Apple WWDC’26 Keynote Join us for our June 2026 Office Hours the day…
The Asahi Shimbun Interview Part 4 Horace Dediu / Takeshi Narabe & Dylan Weir / Asahi Shimbun Interview, April 2026 Takeshi Narabe • 22:44 Japanese companies always follow and concentrate on seeking additional functions…
The iPhone maker is trading at 2.5x its ecosystem value and 1.5x its economic impact Apple today announced the global App Store ecosystem facilitated over $1.4 trillion in developer billings and sales in 2025, according…
