Excerpts from the notes I've seen. More as they come in.

From "Apple unveils 'liquid glass' technology and other new features" which aired Monday on CNBC.

This is me, typing as fast as I can. All times Eastern.

"Through extensive experimentation across diverse puzzles, we show that frontier LRMs face a complete accuracy collapse ...

Here's what to expect" which aired early Monday on CNBC.

From "Can Tim Cook stop Apple going the same way as Nokia?" ($) posted Sunday by The Economist.

From Gruber's "Bill Atkinson dies from cancer at 74" posted Saturday on Daring Fireball.

From Gurman's "Power On" column posted early Sunday to Bloomberg Technology subscribers.

A place for Apple traders and investors to share their best ideas.

"What jumps out to me is that Apple has a more advanced cloud-based LLM that is rumored to be 150 billion parameters. This ...

"Of course, Apple is late to AI, but they are essentially a toll collector on its unmatched global ecosystem." ...

"If judged on the question of creation and satisfaction of the customer — i.e. the ultimate purpose of the firm — the App ...