Shane
17 posts



We are now in a position where a tiny proportion of the population uses Fable or soon GPT-5.6, while everyone else's experience of AI is 8-30b-model level - Google's AI Overviews, Meta AI, ChatGPT free tier, maybe MS Copilot at best. People outside of tech must be completely baffled how this is supposed to take their job, and annoyed that hundreds of billions are being poured into it.

iPhone 18 Pro or (Prm) motherboard leaked A20 Pro chip now adopt WMCM packaging, which move the DRAM to the side of the package, allowing for better thermal dissipation. It also get LP6 96-bit memory Die size is roughly the same as A19 Pro, and the NPU seems to be beefed up





NEW: Apple has shaken up its Mac chip strategy. It plans to launch a base M6 chip and then jump ahead to the M7, M7 Pro, M7 Max and M7 Ultra, skipping higher-end M6 processors. bloomberg.com/news/articles/…



I assume Micron’s Sadana didn’t want to mention how prior cycles led to supplier concentration (which Micron is now benefitting from in a big way). Stronger / higher floors associated with prior cycles would have likely breed greater competition and options now. Micron can’t have it both ways.






















