Tag

Interview

The Memory Shock: Six Readings from a Supply-Chain Conversation

28 June 2026 · Farshad · Nota Bene

Here is a summary of wide-ranging conversation about the 2026 memory-price shock and its consequences for Apple. Six of my answers worth separating out. My estimate is that Apple will increase by about $100 the average…
The Economist Interview: Hints at the future direction of the company

27 April 2026 · Farshad · Nota Bene

“Apple’s new boss needs to restore its magic for the AI era” If Mr Ternus does “nothing but keep the ship on course”, Apple could almost double its number of devices from 2.5bn globally to 4.5bn over the next 15 years,…

The Memory Shock: Six Readings from a Supply-Chain Conversation