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· Farshad · Office Hours
An Office Hours question asked by Fred S, June 9, 2026. Q: With MLX, you can write for Apple Silicon and then migrate to Nvidia’s chips — a kind of reverse Trojan horse, since people usually build tools to migrate the…
· Farshad · Office Hours
An Office Hours question, June 9, 2026. Q: The Wall Street Journal just ranked Nvidia the top “company of the future,” with Apple down at number 12. What’s going on with Apple’s brand image — and is that ranking right?…
· Farshad · Office Hours
An Office Hours question asked by Dave Emery, June 9, 2026. Q: Will agentic AI replace the vibrant app economy, consolidating revenue to Apple and the agent providers? Or will it enable a new set of apps? The premise of…
· Farshad · Office Hours
An Office Hours question asked by Dave Emery, June 9, 2026. Q: Are we heading for an AI bust for the large hyperscalers? Or will the spending eventually produce the revenue the advocates promise? And if it’s a bust, how…
· Farshad · Office Hours, Research
An Office Hours question asked by Lalit, June 9, 2026. Q: Could some future Apple TV morph into a data center for the family? And what about all the talk about Home and AI? I’ve anticipated the Home story for years, and…
· 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…
· 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…
