Arm’s F-1, Arm’s Risks, Arm’s Price

Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.

AI Bundling Follow-Up, iPhone Follow-Up

Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.

Apple WWDC, M2, Additional Notes

Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop