Apple

Who should you follow on China tech? One great place to start is the brilliant guests who’ve been on my High Capacity podcast—now at 20 episodes! Here they are and the topics we covered: 1. Georg Stieler (@GeorgStieler) — China’s…

🇫🇷 iPhones stolen during France's riots are reportedly displaying warnings that they have been remotely disabled and are being tracked. The messages tell looters that authorities will be alerted and instruct them to return the devices to…

appreciate @pronounced_kyle's framing of "read" "write" access between digital and physical worlds. One of the fundamental challenges for automating manufacturing is to solve for the digital-to-physical "write" access and…

Ekin Dogus Cubuk of @periodiclabs on why AI has to learn from the physical world, and building their own lab to close that loop: "One of the more fundamental ways of making things around us is powder synthesis... You can actually, using…

AI models are getting close to designing hardware better than humans, and that shifts where the hard problems are: - Better simulation, so physical builds become confirmation instead of experiments - Demand shifts toward parts, machining…

"It took me three months to design it, but it's nine months until I can actually start to use it." Former Intel CEO Pat Gelsinger on the manufacturing bottleneck between designing hardware with AI and actually getting it built: "Let's say…

For AI to become a superhuman hardware engineer, it has to learn from the physical world, and real-world data is hard to get: - It's non-uniform and constantly changing - It's sparse: you can't measure everything all the time - It's…

🚨 NEW HIGH CAPACITY PODCAST 🚨 I talk with @SunnyCheungky about Chinese robotics: precision components, data bottlenecks, and industrial crossover between EVs and robotics. YouTube: https://t.co/z2ldFev9r1 Apple Podcast:…

Emotional the next morning. I'm in my Model 3. I haven't been looking at the road; I've been looking at videos, reading X, and trying to catch up on AI. I'm heading to a humanoid robotics conference in San Francisco where, let's be honest,…

Apple's first foldable iPhone is officially here, and it is the MOST expensive iPhone ever made. Preorders for the iPhone Duo opened this morning at $1,999, with first deliveries and in store availability starting October 23. Within…

Global smartphone shipments just had their WORST quarter on record. IDC says shipments fell about 22% in Q3 to 255.3 million units. Memory costs driven by AI demand are crushing phone makers. Chinese brands got hit the hardest, while…

‘Doing What It Takes’ in AI. OpenAI, Meta & TSMC. ARD #185 …OpenAI’s ad sprint, Meta’s open Muse on Apple’s Macs, TSMC on its own terms, and Apple’s Ternus era. $TSM $META $AAPL Full writeup and source links: https://t.co/phJT1JuRTJ…

THE STACK: ROBOTAXIS, BRAIN CHIPS & THE FUTURE OF AI Is @Tesla pulling away from the competition? Can @SpaceX keep breaking launch records? And is @Neuralink bringing science fiction to life? John Stringer (@teslaownersSV) and Joseph…

𝟏𝟖 𝐭𝐞𝐜𝐡 𝐠𝐢𝐚𝐧𝐭𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬. 𝐎𝐧𝐞 𝐫𝐚𝐜𝐞 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐀𝐈 𝐚 𝐛𝐨𝐝𝐲. @OpenAI, @amazon, @Apple, @AntGroup and @XiaomiTechnolo1 are building or pursuing their own humanoid bodies. @GoogleDeepMind,…

Lead times for the iPhone 18 have been softening, with a decline of 7 days in the US. $AAPL https://t.co/XmvPQ64rA1

$2,599 buys a Windows laptop that Microsoft says renders AI images 4.3 times faster than a 16 inch MacBook Pro on M5 Pro. The marketing is aimed squarely at Apple. The architecture underneath is aimed at something bigger: deciding, task by…

Hacking on Jeff Hykin's (@dimensionalos) Depth2Depth project which uses DepthAnything AI to fuse perfect @RealSenseai depth maps! Here's his repo: https://t.co/1LOfGtjte0 I forked his repo to add a live RealSense depth map stream here:…

Microsoft Brings Powerful AI Directly to PCs https://t.co/t1sWe16biq

Expert Call: Memory - Key Takeaways > Contracts are moving from flexible 2–3 year terms to 5yr+ take-or-pay structures with upfront deposits and price floors/ceilings, prioritizing downside protection for suppliers. > Tight conventional…

Capital only buys the cleanroom. Advanced lithography and deposition tools get a fab to the starting line. Sustained wafer yield comes down to the process engineers on the floor managing drift. https://t.co/PZIPnPS6Yw

An apple packing line where AI sees every fruit. 🍎🤖 This real-time computer vision system uses YOLO26 to detect, track and count apples on a moving conveyor even when they overlap or partially hide each other. 🟢 Healthy 🔴 Damaged 📊…

Holy... it’s just like a human laundry worker,whole-body loco-manipulation ,efficiency is truly impressive. This is Taku, the general-purpose humanoid robot just unveiled by Dyna . It features an Apple-esque design--elegant and…

Listen to the full convo: YouTube: https://t.co/kcDwZ4mGi3 Spotify: https://t.co/lvHtfshTjo Apple: https://t.co/PmIb5zYSbz #Agility #MadeForWork #Digit https://t.co/vxicewQbe0

Great perspective on wheeled-base humanoids! I definitely agree that in the short term wheels make sense for passive stability and safety in a lot of applications for businesses. But I would argue that in the long term legged humanoids…

Apple-like aesthetic... And everyone is going crazy. Not me. Idgaf. You know what's interesting? @DynaRobotics's CEO, @Lindon_Gao basically said the hardware is the least interesting part. Look at what they've been doing before this…

A Century of Innovation (1926–2026) 2026 — 🇺🇸 Agentic AI: Systems that don't just think, but act autonomously. 2026 — 🇨🇳 Humanoid robots: Humanoid robots move from research labs into workplaces and real-world deployments. 2025 — 🇺🇸…

Quantization crossed a line this week that's easy to miss if you're not building with local models. Compressing a model used to mean trading accuracy for size. Now it sometimes means neither. Vik at M87 Labs, the team behind the Moondream…

The part of the LLM stack nobody budgets time for just got a rewrite, and the numbers are bigger than I expected. Hugging Face shipped a release candidate for tokenizers v1: across the ten model families it covers, it encodes text 3 to 30…

The shift I keep waiting for is local inference leaving the hobbyist corner, and this week I think I watched it happen. What used to mean a terminal window and a quantized model file on your laptop just got Apple's blessing: MLX-Serve, an…

Apple shipped something small this cycle that I think matters more than another point release of a frontier model: macOS 27 now includes an fm command in the terminal, putting Apple's on-device model one shell command away from every…

Every agent re-read of a page costs tokens.When an agent fans out into sub-agents, each one needs web data. The naive approach: each sub-agent calls the page, feeds it to the model, extracts what it needs. Token cost multiplies with agent…

Got a robot running? @innate_bot founder @ax_pey shows his. I said last week that it is the Apple II of robots. Says it is more like Apple I with their Apple II in labs. https://t.co/0hvSctVkqg

Piper Sandler: All the big customers (i.e. Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, Qualcomm etc) are evaluating Intel's 14A process as companies look for alternative foundry/packaging suppliers to TSMC considering it is…

I just had dinner with a team that is making new AI glasses, and they just blow away everything else I've seen on the market. For all day wearing. No cameras, no displays, all AI: a pair of glasses that, if I was wearing them, you would…

According to Damnang, an Apple employee told him that the company has been preparing for an AI data center push for a few years now. Could be why they have been holding all of their FCF while other tech giants have been using it up 🤔…

The Apple II of robots. https://t.co/ULZjU21G0z

Apple raised prices by $100 on four iPhones already on sale. Same hardware. Same storage. Cook says Apple raised prices reluctantly amid a “100-year flood” in memory costs. Even Apple’s buying power has limits. The bigger increases are in…

Top stories in AI today: - Trump, Beijing both shoot down the AI slowdown - Apple finally starts shipping Siri AI upgrade - Make any complex topic click with an ELI5 skill - Microsoft AI drafts the rulebook for 'Humanist AI'…

OpenAI is building a camera company. Glass Imaging shipped GlassAI, a Neural ISP that brings DSLR-level image quality to smartphone cameras using AI at the signal processing level. Founded by former Apple camera engineers. Acquired today…

NEW: Apple released Siri AI today, its rebuilt assistant running on Apple Foundation Models developed with Google's Gemini. Some of the new features: - Personal context across Messages, Mail, and Photos, with onscreen awareness - App…

I won’t wear these to the bars, the nightclubs, the shopping malls. We might wear them to a park to play some games, but these are computing devices. What do they do? Let you experience the holodeck. I'm excited, but why do they need to…

Top stories in tech today: - Apple Watch to listen and take notes - Air taxis are taking off in Texas - Apple’s foldable iPhone lands at $1,999 - California cracks down on addictive tech for kids https://t.co/yERcanJdEw

Apple, the industry's toughest price negotiator, has reportedly traded pricing leverage for volume guarantees in a long-term NAND deal, per DigiTimes; Kioxia is tipped as the counterparty and is itself resisting further price hikes.…

‘Not So Fast’ in AI. OpenAI, Anthropic & the AI Economy. ARD #160 ...OpenAI’s price cuts vs Anthropic’s IPO. AI doom ahead of the IPOs. AI Impact on Economy. Apple’s listening Watch. $AAPL Full writeup with show links:…

'Not So Fast' in AI: OpenAI Price War, Anthropic Doom Talk, 4.7% Math & Apple Watch | ARD #160 AI Ramblings Daily podcast #160 in AI-RTZ. $AAPL YouTube link with source notes: https://t.co/VSK2Lbc6KA

JUST IN: @mavenrobotics just emerged from stealth with $100M raised, and the founding story is one of the best I've heard in robotics. In 2024, CEO @hamzaderbas had a cartoon of a robot and a team of people. He heard a large consumer goods…

‘Beyond the Moon’ in AI. PwC, Google, OpenAI & Apple. ARD #159 ...PwC’s $31.6T by 2050. Google’s €13B in Finland. OpenAI’s Navier-Stokes Math proof, credit fight. Apple’s $1,999 Duo. $AAPL $GOOG Full writeup with source links:…

'Beyond the Moon' in AI: PwC's $31T, Google's Finland, OpenAI's Proof & Apple's Duo | ARD #159 AI Ramblings Daily podcast #159 on AI-RTZ $AAPL $GOOG YouTube link with show notes: https://t.co/vcR3u0To6u

🇺🇸 BREAKING: Apple has unveiled the iPhone 18 Pro and Pro Max, its most powerful phones yet, with a major focus on AI. The new A20 Pro chip promises faster AI performance and up to 40% better graphics performance. Apple says the Pro Max…

CXMT took 10% of the global DRAM market in Q2, up from 4% a year earlier, per Counterpoint. Xiaomi's next flagship uses its mobile memory; Apple has been testing CXMT parts in iPhones and MacBooks, per WSJ. A fourth memory supplier is…

AI: China’s CXMT’s #4 HBM rank, & Apple iPhone bid. AI-RTZ #1203 ...10% of global DRAM already, Xiaomi’s flagship in, Apple in the wings, & closing in on the HBM oligopoly of three. https://t.co/qAGmH9VhlP https://t.co/ZGXEhKBJMu

Huawei unveils first-ever smartphone powered by Tau Scaling Law-based Kirin chip Coming just ahead of new models from Apple and Xiaomi, the device highlights a fierce battle in the high-end foldable market https://t.co/bvGQOWSJhE via…

🇺🇸 Tesla’s @Robotaxi app has hit #1 in Apple’s free Travel category, coinciding with the Cybercab’s opening to public riders in Austin. Early rider reviews appear overwhelmingly positive, with users saying the experience beats…

Apple Enters the Ternus Era as Nvidia Expands Across the AI Stack Two of the technology industry’s biggest companies are entering very different next phases. John Ternus became Apple CEO on September 1, succeeding Tim Cook after roughly 15…

What NVIDIA shipped at IFA yesterday quietly changes local inference infrastructure. PAIR (Personal AI Router) is a free, open-source tool that auto-discovers compatible GPUs on your local network and routes inference requests to whichever…

‘Nothing to See Here’ in AI, Says DC. Anthropic, OpenAI & Google. ARD #155 ...Commerce clears Anthropic. DOJ backs OpenAI on fair use. Google keeps its ad stack. Ternus up next at Apple Sep 9. AI Ramblings Daily podcast #155 on AI-RTZ.…

Nvidia PAIR Turns Multiple Computers Into a Local AI Compute Pool Nvidia has launched the beta of Personal AI Router, or PAIR, a free software tool designed to make multiple compatible computers on the same local network available for AI…

The hybrid compute pattern is getting serious. Perplexity just open-sourced Lily, the local inference engine powering their Mac hybrid compute feature, and the architecture choices are worth understanding.Lily runs Qwen3.6-35B-A3B on Apple…

Lyte, a physical AI startup building sensing and perception technology for robots, has raised a Maverick Silicon-led $165 million Series C funding at a $1.6 billion post-money valuation.

Apple claims in a new court filing that @OpenAI is actively destroying crucial evidence in trade secrets case. Apple's lawyers say an initial forensic analysis of an Apple-issued MacBook used by a former iPhone engineer found evidence that…

Post Log in Sign up Post Ali Attar on X: "HELLO @Apple @Figure\robot, MEET @lightberry 👋" - Ali Attar @aliattar HELLO @Apple @Figure\robot, MEET @lightberry 👋 View media 5:08 PM · Aug 26, 2026911Views 4 30 2 - Simon Vans-Colina @simonvc…

HELLO @Apple @Figure_robot, MEET @lightberry 👋