Apple History and Apple Psychology, How Apple Should Capitalize On Its AI Potential, Why It Probably Won't

Apple History and Apple Psychology, How Apple...

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(Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

Ben and Andrew begin with an extended look at the market for memory chips, including market history, the supply crunch driving up today’s valuations, the myopia from SK Hynix, Samsung and Micron, new entrants from China, and why the timing of Apple’s price increases are a bearish ...  Show more

(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving

On today’s show Ben and Andrew begin with a hydration break take as the World Cup continues before turning to the latest on Anthropic’s export control saga, what the Trump administration may not understand about AI cybersecurity, and what Anthropic still doesn’t understand about ...  Show more

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