Apple
AI
When Privacy Becomes a Product Constraint
As we say farewell to Tim Cook, one of the most successful CEOs in tech history, it only seems appropriate for a blog that vaguely promised irreverence to offer a critique rather than praise. You can find the praise elsewhere, and it is of course very well deserved. My issue
AI
Flight to Apple
Recently, Apple stock has been behaving like a flight to tech safety investment. The more people panic about hyperscaler capex, the more attractive Apple stock seems to become to them. But do we think this is rational? Well, I will have more to say about the hyperscaler capex panic (spoiler: