OpenAI

July 10th, 2024. Microsoft and Apple Give Up OpenAI Observer Board Seats, AI Regulation Silliness, A Few Apple TV+ Observations

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November 6th, 2025. My Notes from Apple’s 2025 10-K

November 5th, 2025. Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With Analysts

November 3rd, 2025. Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business

October 31st, 2025. My Initial Reaction to Apple’s Strong 4Q25 Earnings, How Apple’s Results Compared to My Estimates