discountopinion

If true then the Apple Silicon team is truly executing very well! 

If only including the modem in a few SKUs then that would imply the modem is not on the AS SoC but a distinct chip still and not delivering the full cost saving and space saving potential.

Overall I am hopeful that they managed to include it in all SoC's for the mobile handsets and iPads. 

Absolutely love my HomePods, have the 1st get, 2nd get and the mini. 

Siri is acting drunk most of the time these days, but still a great product.

Hoping for a HomePod 3 this fall.

I think there is a stealth way for apple to enter that market through PCC once it reaches some scale.

i do not think apple will enter the discreet server business, but instead sell IaaS/PaaS services via their cloud.

first segment could be app/ai devs that target iOS that host their backends on aws but prefer to have an Xcode native way to manage everything end to end.

Super happy about this trend of Apple embracing the OSS AI movement. MLX has been a game changer as well and the recent additions of distributed sharing of models across multiple Apple devices is fantastic and X has a lot of chatter about multiple Apple Studios linked via Thunderbolt cables achieving runs of massive models at good performance levels.

This may likely spark a lot of upsells in companies that do not want to go full Nvidia on prem.

Gosh just shut up and take my money. M1Max here and it is amazing, but my arm could be twisted to get the M4. I had initially targeted upgrade by M6.

The news that OLED may be coming for the MacBook may shave some of the weight off the 16" MacBook Pro?