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Asymco Bulletin is a digest of all the work we have published for the week ending June 21, 2026. Asymetric Podcast: Episode 138 — Watershed → Horace on WWDC 2026, John Ternus’s timing, what we can learn from the candy…
· Farshad · Asymetric, Podcast
Horace on WWDC 2026, John Ternus’s timing, what we can learn from the candy bar, and Judd’s indifference to origami. Also, World Cup predictions. The rest of this post is for Asymco members. Continue reading on…
· Farshad · Office Hours, Research
An Office Hours question asked by Bob V., June 9, 2026. Q: When the iPhone 4S came out, the rumor was that Siri was its own operating system running alongside iOS. Watching WWDC, that intent-based OS finally seems to be…
· Farshad · Office Hours, Research
An Office Hours question asked by Greg, June 9, 2026. Q: That long child-safety section seemed to be championing the walled garden — things Apple can do that companies whose business models depend on selling data can’t.…
· Farshad · Office Hours, Research
An Office Hours question asked by Roger S., June 9, 2026. Q: Beyond selling more capable hardware — phones, Macs, iPads — is there real monetization in all of this AI? Absolutely. They gave us an architecture: it’s about…
Tim Cook warns memory costs to be passed-on to customers Apple will not absorb all costs of memory and storage chips, Tom Cook confirms. “Unfortunately, price increases are unavoidable,” he said. “We’re doing our best to…
· Farshad · Office Hours, Research
An Office Hours question asked by Bob V., June 9, 2026. Q: The Apple–Google deal for the frontier model is multi-year with no known end date. What happens after — and what is Google really getting out of it? When that…
From 335 to 350 and 330 to 360 TD Cowen analyst Krish Sankar assigned a Buy rating to Apple yesterday and set a price target of $350.00. The company’s shares closed yesterday at $301.54. Source: The Globe and Mail via…
The rest of this post is for Asymco members. Continue reading on asymco.com.
· Farshad · Office Hours
Recording and transcript of the June 9, 2026 Asymco One Office Hours, recorded the day after Apple’s WWDC 2026 keynote. Horace Dediu shares his impressions of the event and takes questions from Asymco One subscribers.…
