Mac
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Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
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OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.
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ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.
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The Deployment Company, Back to the 70s, Apple and Intel
OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that AI’s impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.
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Microsoft Earnings, Apple Earnings
Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.
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An Interview with Asymco’s Horace Dediu About Apple at 50
An interview with Asymco’s Horace Dediu about his career in tech, Apple’s first 50 years, and the prospects for the next 50, particularly in the face of AI
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Apple’s 50 Years of Integration
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
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MacBook Neo, The (Not-So) Thin MacBook, Apple and Memory
The MacBook Neo was built to be cheap; that it is still good is not only a testament to Apple Silicon, but also the fact that the most important software runs in the cloud.
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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
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Apple’s Silicon Event, Scaling the M Series, UltraFusion and Integration
Apple’s spring event was a mishmash of products around a unified message about the power of Apple Silicon.
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Apple Earnings, AMD Earnings, Google Earnings
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.