Apple miscalculated...
Skills:
Staying Current in AI80%
Key Takeaways
Discusses Apple miscalculating MacBook Neo demand, Terafab chip fab, and Samsung's chip business
Original Description
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This week the MacBook Neo is so popular it causes a chip shortage, Elon Musk's Terafab chip fab for Tesla and SpaceX is built by Intel, and Samsung's chip business becomes so profitable their mobile business now struggles.
Episode 296
This video on Nebula: https://nebula.tv/videos/tfc-apple-miscalculated
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►►► News & product links ◄◄◄
MacBook Neo chip shortage: https://www.culpium.com/p/apple-in-talks-to-boost-mac-neo-production
Intel x Elon Musk's Terafab: https://www.reuters.com/business/autos-transportation/intel-join-musks-terafab-mega-ai-chip-project-2026-04-07/
Samsung 8x profits: https://www.sammobile.com/news/samsungs-q1-2026-profit-8x-ai-data-centre-boom/
Samsung's phone business struggles: https://www.sammobile.com/news/samsung-may-end-up-losing-money-on-its-mobile-devices-this-year/
If a line starts with "*" it's an affilate link. I earn a commission if you buy through it.
*Insta360 Snap: https://www.insta360.com/sal/snap?utm_source=AffiliateCenter&utm_medium=copylink&utm_term=INR1HE2
DJI Amflow bikes: https://www.amflowbikes.com/
Skoda Duobell bike bell: https://youtu.be/zDaVPfpQvPI?is=e2qpcQbE-Eymg04o
SiFive raises $400 million: https://www.reuters.com/business/sifive-raises-400-million-atreides-nvidia-data-center-chip-technology-2026-04-09/
Samsung Galaxy S25 Ocean Mode: https://www.sammobile.com/news/galaxy-s25-ultra-gets-ocean-mode-update-for-your-summer-dives/
SteamLink for Apple Vision Pro: https://steamcommunity.com/app/353380/discussions/7/806847328212494915/
CATL building boat batteries: https://www.ft.com/content/06563cf9-e200-42d2-853d-cefa78db7d30?syn-25a6b1a6=1
Anthropic Mythos Cybersecurity model: https://arstechnica.com/ai/2026/04/anthropic-limits-access-to-mythos-its-new-cybersecurity-ai-model/
Germany negative powe
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