Apple
What Apple is up to now
Still the free-but-idle vault (≈$0 net thrust, ~$94B/yr returned) — but the memory squeeze is biting: the Micron fight (thin) and DRAM costs hit its hardware margins, and it extended a >$30B Broadcom supply deal (07-08) that functions like thrust off-books. The Gemini-Siri cloud extension continued (~07-21/22) with zero daily coverage — the quietest big-money model deal on the board. Trade- secret letters to 400+ ex-staff over the OpenAI poach fight.
as of 2026-07-27
In succession — from Tim Cook
to John Ternus
,
effective 2026-09-01. Cook stays as executive chairman on policy — a regent retained for foreign affairs.
Outsources the model layer to Google (Apple × Gemini) while its House changes hands.
The axes
- Thrust
- ≈$0 — capex $11B ≈ D&A $12.6B; returns $94B/yr instead
- Optionality
- free
Holdings
Apple intelligenceApple foundation models
This week — what changed
- ChatGPT Health went GA for all US adults, tied to Apple Health (TechCrunch 07-23; late-fold into the meta-thread).
Projects & threads
·
Apple × Gemini
partnership
— developing · last seen 2026-07-28
· 8 entries
·
Apple Health
partnership
↳ Big Tech into Health
— open · last seen
· 7 entries
·
Memory Squeeze
scarcity
— developing · last seen 2026-07-28
· 6 entries
◉
Big Tech into Health
partnership
— open · last seen 2026-07-28
· 3 entries
Vocabulary