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Center· 2 sources
“Apple’s new boss starts out asset-light and option-rich”Right· 0 sources
No right coverage yet — a bubble gap.
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Memory prices going up right when Apple needs more RAM for on-device AI is rough timing. Wonder if that squeezes margins or gets passed to us.
Ternus has a good track record with hardware, but Apple's AI struggles feel like a software culture problem more than a leadership one. Hope he can shake that up.