Nansen’s founder: Bullish on Apple, edge AI and hardware advantages could emerge as a new growth driver.

14 hours ago

Nansen founder Alex Svanevik has published a post stating he is once again bullish on Apple. He notes that Siri and search functions in the iOS 27 Beta version have seen notable improvements, and while there remains room for further enhancement, the development direction is correct. Additionally, Svanevik points out that the advancement of small models will significantly benefit Apple, with high-quality on-device AI inference set to become a reality soon. The new CEO Ternus, who has a hardware background, is expected to further strengthen Apple’s hardware advantages. Meanwhile, Apple still boasts robust free cash flow and retains the most influential brand position in the tech industry—these factors collectively underpin his long-term optimism toward the company.

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