Ruth Porat August 2nd, 2023. Alphabet 2Q23 Earnings, Ruth Porat to Oversee Alphabet’s Other Bets, My Updated Apple Earnings Estimates
November 13th, 2025. Apple Talks TV Strategy, No Apple TV Ad Tier (For Now), Estimating Apple TV Revenue
November 12th, 2025. Apple Unveils iPhone Pocket, A Few Fun iPhone Pocket Observations, The Larger Story
November 10th, 2025. Apple Reportedly to White Label Gemini for Siri, The Logic Behind Apple White Labeling Gemini, Apple’s (AI) Long Game
