Which is why Apple is going to need to design around again and do something about that in house if you can design and engineer a processor or a modem you can certainly do something about memory and SSD’s, Apple buying PA Semi, Intrinsity and Anobit led to Apple Silicon, buying Infineon led to a new Apple modem the capabilities is there and the money is there in house it may take two-four years but long-term I don’t think there is any other choice.

One thing to watch for when Apple introduces the new phones coming up shortly is whether or not Apple has replaced Qualcomm in their flagship smart phones because that is coming up soon Qualcomm has given warning to their investors.

I suspect it can't be helped at this point. RAM is the new gold. Valve even had to increase the price for a 4 year old piece of hardware[1].

[1] https://tech-insider.org/ca/steam-deck-price-increase-2026/

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It definitely puts it out of the range of every day users but a non-insignificant proportion of people who use it for ai have become multi-millionaires because of ai. So there's definitely no shortage of people who have no problem paying those high prices.

I don't know if you're young, or new to this industry, or what, but take a look around - the prices went up across the board. It's not just Apple.

Presumably this is on their roadmap. The Jobs-era thing would be to come in with something that people on HN would say, “yeah, I could do this myself with open source tools” but in practice falls into the category of “I could build this $30 thing for $15 for parts and then another $15 for the parts I had to replace because I screwed up the build the first time and then $30 to just buy the damn thing” that would really blow non-HN people away even if it is more expensive than most other local computing systems, but I don’t know what the Ternus-era Apple will be like.

> Their stuff is already better than what nVidia is offering with stuff like the DGX Spark.

How so? In tokens per second when running major open-weights models, or something else?

Apple isn’t the company that eats margins but they are company that would design around the problem and I think that’s what they will do after all, they have the design and engineering and plenty of money because they didn’t burn it on AI models or data centers.

Apple doesn't design GPUs on-par with Nvidia's efficiency yet. They need an architectural overhaul to be a serious competitor, which is what I'm expecting is queued up for M7.

Nvidia has CUDA, AMD has CDNA, and Apple has... compute shaders, I guess?

Apple did not raise prices fast enough