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Apple delivered a record March quarter, with revenue of $111.2B, up 17% YoY, and diluted EPS of $2.01, up 22% YoY. The quarter was strong enough to beat consensus on both revenue and EPS, but the call’s center of gravity was not the beat. It was the shape of demand, the Mac supply bottleneck, and th
Read →Apple announced this afternoon that Tim Cook will step down as CEO on September 1, 2026, with John Ternus taking over and Johny Srouji being elevated to Chief Hardware Officer effective immediately. The transition was widely expected, but not until 2027. Apple moved it up, and the reason why tells y
Read →When Apple unveiled the MacBook Neo on March 4, 2026, the temptation was to frame it simply as Apple finally getting competitive on price. At $599 retail and $499 for education customers, it is the most affordable Mac the company has ever sold. But reducing the MacBook Neo to a price story misses wh
Read →This will be a brief research note, mostly because I’m just talking about something cool. Back in March when Apple launched M3 Ultra in the Mac Studio, they graciously sent over a 512GB Unified Memory SKU of the system. It was insane for running LLMs, powering something like 4-bit quantized Deepseek
Read →Today is a big day, M5 Day! I say this because I believe M5 is a bigger deal than the products it’s in. That’s not to say these products are bad, quite the opposite: they are so good and have been so good for so many years that it’s hard to think of anything meaningful…
Read →Yesterday was the iPhone launch, and it was actually a refreshing one. It was one of the first years that I think I had decently low expectations going in, but was incredibly surprised (and delighted) coming out. This is partly because for the first time in years, quite a few of the leaks, rumors, a
Read →Last October Apple announced Cyberpunk 2077 was coming to macOS with full optimization for Metal and Apple Silicon. The second I heard that, I got excited because that meant Cyberpunk 2077 was the first AAA game to get proper care and optimization to make sure it ran well on macOS and Apple Silicon.
Read →I hate to steal Google’s tagline for this I really don’t but this year felt like Apple trying to make platforms more helpful. There’s this general consensus that Apple is behind in AI, missing out on chatbots and ignoring what most consider to be the next generation of experiences. The common saying
Read →In our view, WWDC 2025 presented a focused update on Apple’s long-term platform priorities. The event emphasized consistent investment in ecosystem design, developer tools, and privacy-first AI integration. Apple’s approach to AI, platform unification, and device productivity aligns with its broader
Read →Key Takeaways: Focus on performances cores for CPU and increased memory bandwidth. Several configurations available for the M4 series chips: M4, M4 Pro, and M4 Max. CPU core count varies from 8 to 16 cores, with combinations of performance and efficiency cores, but focus on performance cores at high
Read →Apple’s recent unveiling of the iPhone 16 lineup has ignited discussions across the tech industry, focusing on its potential market impact and the role of artificial intelligence in driving adoption. Debunking the Super Cycle Myth The concept of a “super cycle” for iPhone sales has been a topic of c
Read →After spending a week with the Apple Vision Pro, here are my first impressions of the device. While certain aspects may feel familiar to those accustomed to VR headsets, the blend of exceptional image clarity and superior sound quality elevates the overall experience to a new level of immersion. Use
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