Interview
by Asymco
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The Memory Shock: Six Readings from a Supply-Chain Conversation
A wide-ranging conversation about the 2026 memory-price shock and its consequences for Apple. Six threads worth separating out, each with my take and the verbatim exchange that prompted it. →
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The Economist Interview: Hints at the future direction of the company
Apple’s new leader must reignite innovation to harness AI’s potential, either by expanding its device ecosystem for AI monetization or pioneering new hardware like smartglasses, leveraging strong engineering talent. →
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