Tech – Life on the Wicked Stage: Act 3

Bushels of Apple’s Public OS 27 Betas Released

Adventures forthcoming

Apple released the public betas of its next round of operating systems, all ending with OS27 today for Mac, iPhones, iPads, Apple Watches, and goodness knows what else.

Following close on the heels of the release, a slew of reviews and first looks were published on the usual blogs and websites, with I’m sure more to come. All of that will make interesting reading in the days ahead, but as to the big SiriAI come from behind update it appears from quick glances at some of those articles that things are very much on the right track, but not quite there yet. Most of that is being chalked up to things still being in beta. Keep in mind that SiriAI itself is also still a beta, nestled within a beta. It’s suspected to be released as a beta this fall when the official release happens.

I don’t find that strange, because regarding anything AI these days, things change so much so frequently that it seems like all of those who are chasing the constant changes for the other AI platforms are perpetually running in beta mode, even though the software is not advertised as such.

But to a large degree, we’ve all been in a perpetual beta mode with most software releases since before the AI explosion hit. It’s not that I expect things to ever be “finished.” But I do expect things to at least move forward and not break what was working before. “New” is only great if it works. Who knows, perhaps one day we’ll retire the beta label as meaningless.

As for me, this is going to be one of the first years in a long time that I install a beta. After buying and setting up a MacBook Neo for a client earlier this year, I picked up one for myself just to run the macOS Golden Gate beta. Fortunately, before the price hike. Given that I have some travel to do in the next few weeks, I’ll probably wait until the next public beta version is released before giving it a go.

It will be an adventure, I’m sure.

Thanks for reading. You can subscribe to this blog if you care to. You can also find more of my writings on a variety of topics on Medium at this link, including in the publications Ellemeno and Rome. I can also be found on social media under my name as above. This site does not use affilate links.

Apple Sues OpenAI Alleging Theft Of Trade Secrets

No honor among partners or thieves.

In the middle of the Artificial Intelligence wars, which has included quite a bit of employee shuffling between AI hungry tech companies seeking to gain an edge, it seems someone might not have been all that intelligent when it comes to sharing things they knew at the company they’re leaving with the company they’re interviewing for.

Apple logo2.jpg.

Apple today dropped a lawsuit against OpenAI alleging that ChatGPT maker and some of Apple’s ex-employees stole trade secrets. 9to5Mac has the fullest report I’ve seen on this so far, including this statement from Apple:

At Apple, our teams are constantly developing breakthrough technologies to create the best products and services in the world, and protecting their work and intellectual property is something we take very seriously. Recently, significant evidence has emerged suggesting individuals employed by OpenAI wrongfully took Apple’s secret and confidential information regarding our unreleased technologies, processes, and products. We will always defend our teams’ hard work and innovations, and we are taking all appropriate steps to do so.

The full filing can be read here. The details are quite interesting if you’re into this kind of corporate skullduggery and legal maneuvering.

Here’s a quote from the filing:

In the months before he left Apple, Mr. Tan met with OpenAI or its collaborators and discussed meetings with a key Apple supplier. He began emailing himself information about Apple’s suppliers and internal summaries of the consumer electronics industry. And today, when interviewing Apple employees for jobs at OpenAI, Mr. Tan uses Apple’s confidential information to gain access to even more insider knowledge. He has used an Apple internal project codename to ask, “What’s theplan[?]” for an unannounced Apple product.

He has directed job candidates still working for Apple to bring “Actual parts” from Apple to their interviews for “show and tell” sessions in which he and his team at OpenAI can elicit still more Apple confidential information. These directions to bring Apple’s parts to OpenAI job interviews surprised at least one of the candidates, who commented that he “didn’t even know we could take those from the office.”

This will certainly further strain on Apple’s partnership with OpenAI. Word had circulated earlier this past Spring that OpenAI was going to be the first company to release legal beagles at Apple over dissatisfaction with the partnership.

I’ll say this, even though everything is alleged at this point, Apple has to be pretty pissed off to drop this lawsuit. Of course if the accusations are true who could blame them. It’s certainly a shot across the bow if not directly at the water line.

But then again, when it comes to companies like OpenAI (also Apple and others) that had no compunction about scrapping the entire Internet to train their AI robots on the intellectual property of others, nobody should be trusting anybody with anything in these corporate circles.

The one thing this era has reminded us is that there’s no honor among thieves and not much that any company or government says that can be trusted.

I wonder if anyone has run the legal filing through OpenAI’s just announced products for a legal analysis yet?

Connecting The Meta Privacy Dots

A poke in the eye with a sharp stick.

As dangerous as it is, I find it somewhat humorous to watch the reactions to some of the actions Meta is taking to gather up and reprocess what we see and hear. Especially from the always hungry for some new cool tech crowd. On the one hand you can’t blame someone from wanting the next new thing to play with. On the other you also can’t blame tech companies for taking advantage of hobbyists’ hunger.

Every where you turn on the Internet, everyone is posting about Meta changing its Instagram policy so that unless Instagram users opted out, any of their content on that platform was now free for the grabbing by anyone using Meta’s AI tools to create and distribute. You can imagine the possible nasty outcomes of what that would be like. Certainly if you’ve been paying even a smidgen of attention to the goings on with Grok.

It’s also been interesting to watch the small avalanche of users on other social media announcing that they are taking their Instagram accounts private, opting out by flipping the designated switches, or just bailing on Instagram altogether.

Almost parallel to this policy change happening word spread from Joanna Stern, among others, about a trend (and apparent underground business opportunity) of users of Meta’s smart glasses who were disabling the mechanism that displayed the warning light when the camera was recording. Talk about a poke in the eye with a sharp stick.

Meta quickly moved to put the kibosh on that with a software update that disabled the cameras if the warning light was tampered with. (I wonder if it works if you just taped over the camera?)

Privacy focused tech geeks were all over that, praising Meta for moving so swiftly to counter the hack.

But hold on a minute. These stories don’t end there. According to a report from The Financial Times, Meta is testing ‘super sensing’ AI glasses that can record video and audio continuously.

Here’s a quote:

The $1.5tn social media platform has been advancing a new hardware line of smart glasses that would continuously record audio while taking photos every few seconds, according to multiple people familiar with the matter. A user could then use AI to help query what they saw or heard, or recall their day.

And the worm continues to turn:

With Meta’s current AI smart glasses, an LED in the corner of the frame lights up to signal to others when a wearer is taking photographs or filming.

However, executives are currently planning not to activate the LED when the super-sensing features are being used, according to multiple people familiar with the matter. That would make it harder for bystanders to know when they were being recorded, potentially intensifying the privacy concerns surrounding the technology. Those plans could still change, however, several people said.

It’s pretty easy to connect the dots between these two stories. Mark Zuckerberg wants anything and everything he can on you, and he doesn’t care how it’s used once he has his paws on it and his data centers crunching it. The privacy implications are certainly real, even if you don’t use a Meta product but fall within camera or microphone range of someone who does.

We’ve heard all of this before in different contexts. Microsoft caught all kinds of hell for Windows Recall, a feature that continually monitored and recorded what was on your screen. I’m old enough to remember the hue and cry about Google Glasses back in the day.

It’s a bit eerie how those at the time very visceral reactions seem to have softened in this new era of folks rushing to turn over their data to the AI crunchers in order to better plan a party. Should be quite interesting to watch party videos if this prototype Meta is testing ever comes to reality and becomes accepted.

I predict we’re going to keep hearing about this kind of thing again and again as the tech companies keep thirsting after any morsel of data about you, what you do, and where you do it. For their purposes that thirst will never be quenched.

It used to be “their purposes” was simply defined as selling or brokering your data for advertising purposes, because despite all of the grand promises of how this can help users, it’s always been about making a buck hustling your data for advertisting. Add AI into the mix, and it’s also about continuing to feed and train that beast to help them with that same ultimate goal.

Apple is rumored to be working on a version of AirPods Pro that contains cameras, apparently for AI purposes. All the talk you hear about Apple and others creating pendants, pins, other wearables, and counter top robots all follow the track to the same end point regardless of how the user benefits are packaged and hyped. Even if some follow Apple’s announced approach of keeping your data on whatever device is recording your every moment, those that don’t, like Meta, will spoil any potential benefit. Heck, in the long run, that’s type of spoilage is probably going to be a good thing in this era of overreaching.

It’s a damn shame really. Because there are certainly legitimate accessibilty uses for this kind of technology. But I have to say, it sure feels like that’s going to be just another hyped up smokescreen to try and mask the real purposes behind all of this.

UPDATE: On Friday 7/10 Meta announced it was removing the feature mentioned above. I guess public pressure sometimes works.

This Is A Bummer. Open Source Dropbox Client Maestral Will Shut Down

Ch…ch…changes

I would say Monday always seems to bring bad news, but bad news seems to show up on any day that ends in “y” lately. But this is a Monday and this is bad news.

Maestral, an open source client for Dropbox has ceased to be maintained as of the end of June 2026 according to the develper on the app’s website. Hat tip to John Gruber who posted the news this morning, and for posting this quote from the developer.

As of 2026-07-28, this project is archived. It’s been a fun challenge to develop a syncing client, but unfortunately, I find too little time to invest in Maestral these days. I’ve also moved away from using Dropbox myself.

Maestral will still remain usable in the medium term, but will no longer be actively maintained or receive updates.

I’ve been using Maestral for quite some time to manage file syncing on Dropbox, primarily because I despise Dropbox’s own apps. Maestral is a far cleaner and less resource intensive experience, and has more than served my needs syncing files back and forth. So, I’ll either have to bite the bullet and swallow some pretty foul tasting software again, or find a different solution.

The different solution will be a difficult one as I work with a variety of theaters and clients, all of which using different file syncing and sharing solutions, (Google’s solution being the runner up to Dropbox) so I have to keep up with most of the file syncing services out there.

All shows must close at some point, but it’s a shame to see this one posted it’s closing notice. I wouldn’t count on any new ones appearing on the horizon.

Sunday Morning Reading

Words, words, words…

Meaning. It means so much. So do the words that deliver it to us. But remember, there was meaning before we constructed words into language. This week’s Sunday Morning Reading comes on the final day of a weird and wacky 4th of July weekend in the U.S when an often mean Mother Nature reminded us who is really in control no matter which words we choose or manipulate to pretend we are. It was kinda fun to watch. There’s also a few interesting pieces about America’s founding, and the myths and the meaning behind it all.

Kicking it off is a short piece from JA Westenberg asking Remember When Words Had Meaning? What comes first the distortion of language or the devaluing of the culture that employs them?

Speaking of meaning, Jack Loftus gives us The U.S. Constitution Is For Simple Folk Still Burdened By The Belief That Words Have Meaning. You can argue it was always thus, but we sure do spend an awful amount of time, energy and money arguing the opposite.

In this age of WTF, it has become an accelerating trend to see pieces disemboweling many of the myths we assign to the founding of America around the 4th of July. We used to share common myths more than we did a common history, but now even the myths get mangled. So it’s no surprise when the powers that currently be toil to rewrite both. Noah Berlatsky‘s The Constitution Sucks is a good example of how we can forever flip the coin looking for the right result, ignoring the edge.

T.H. Breen takes a look at some of the too often un-heralded folks and local movements during America’s revolutionary war period in It Wasn’t Just The Founders.

John Warner offers up For The Fourth, 9 Books For Your Sense Of Patriotism, saying “I’ve come to (personally) understand patriotism as a not a fan-like allegiance to a team, but a responsibility to understand the country’s history, warts and all as we pursue the illusive promise of life, liberty and happiness for all from the Declaration.” The key is knowing we all “come” to understanding.

Will Frivolous Charges Be Brought Against Future Ex-POTUSes? That’s Okay Too by Josh Marshall offers up an excellent piece on how we can twist and morph words in a legal context that shift the ground under most mythical mountains like “no man is above the law. “

Speaking of words and meaning, the bad guys seeking to survive a legal onslaught ahead of what they fear is a political tsunami coming for them are trying to rekindle old fears about communism and socialism as their latest talking points. Not sure those old saws will cut the same way they used to, but it demonstrates just how limited the dictionary is. David Todd McCarty takes a look behind the hooting and hollering in Democratic Socialism: Keeping The Great American Experiment Alive.

And in a quasi-hysterical look at shifting meanings and changing words, Rogé Karma is wondering Why Everyone Is Suddenly Talking About ‘Universal Basic Capital’. The quasi-hysterical part is that it’s coming from the AI market masters and a few politicians substituting the word “capital” for “income” following the words “universal basic.” Language is hard. When you can say anything to get what you want.

And in another word substitution, Doc Searls suggests we shift from an “attention economy” to an “intention economy.” Check out The First Source Of Personal Intent. I’m not sure the meaning changes with the substitution.

(Image from Alexandra on Unsplash)

Thanks for reading. Feel free to subscribe if you want. It’s free. If you’re interested in just what the heck Sunday Morning Reading is all about you can read more about the origins of Sunday Morning Reading here. If you’d like more click on the Sunday Morning Reading link in the category column to check out what’s been shared on Sunday’s past. You can also find more of my writings on Medium at this link, including in the publications Ellemeno and Rome. This site does not use affiliate links.

The Not Always Serendipitous Bug When Text Messaging With Spouses

But honey, I didn’t get the text!

I enjoy driving long distances alone. One of the benefits is that it gives me time to catch up on podcasts and audio books, so there’s the bonus. Even though that doesn’t come close to making up for the current high prices of gas or driving through summer road construction.

My wife is in the final weekend of a production of Always Patsy Cline at Hope Summer Repertory about three hours away. This morning I left Chicago before the crack of dawn to avoid the current heat wave baking our glass bubble of a car and pass through the construction zones a little easier. The trip is to catch her last two performances, then pack her up and bring us back home after what will be two months of her being away and me traveling back and forth. We’re theatre folk so we’re used to that home again, away again lifestyle.

Here’s where the serendipity begins. While listening to the post-show portion of The Accidental Tech Podcast episode #698 (I subscribe to the podcast) host Casey Liss brought up an iPhone messaging bug that I’ve encountered for quite some time. One that would pop up again on this trip.

In essence the bug is this.

When his wife texts him on a solitary thread between the two of them, he will not receive a haptic tap on his Apple Watch. He does however receive the “tap-tap” as he calls it, if she is a part of a group thread. Liss’s thinking is that this has something to do with Focus modes. In those of which he runs, he has configured his wife to be able to break through with a haptic notification on his Apple Watch when she texts.

One of his other co-hosts Marco Arment also has the same issue. The third co-host John Siracusa has the problem but in reverse. He doesn’t wear an Apple Watch, but his wife does, and she claims she never gets an Apple Watch notification when he texts either.

I have the exact same problem. Like Liss I also have a specific self-designed haptic touch configured for my wife. I have seen this bug for so long that I’ve just relegated it to another that Apple will never fix. But there is a slight difference, which I’ll get to in a moment.

This morning’s serendipity wasn’t just hearing this issue discussed and getting the satisfying momentary knowledge that if these much more sophisticated tech guys than I can’t figure it out, I’m not crazy and I’m not alone. We’ve all been there in those moments of relief with our own tech frustrations. But the story continues with a bit of zemblanity. (Today’s word search was looking up the opposite of serendipity. Everyday is a good day when you learn something new, and also discover you’re not alone in your tech woes.)

While on this early morning drive, listening to this very section of the podcast, my wife texted me, asking me to stop off at the store when I hit town before heading to her company housing to pick up a few things. I never got the notification of her text on my Apple Watch, and didn’t see the one on my iPhone until after I had reached her residence, stopped the car, and began to unload.

Yup. I had to turn around and go back to the store.

During the ATP discussion of all of this much good natured back and forth was had about one spouse or the other not receiving these text message notifications and the “fun” it can cause in spousal relations when your only and honest answer is “Honey, I didn’t get your text!” Of course the logical next response that never works is “Blame Apple.”

As I mentioned earlier, Liss seems to think this has something to do with Focus modes. He may indeed be correct, but this happens to me whether I am running a Focus mode or not.

I long ago gave up on using Focus modes to any great degree. I just found them too complex to set up, and often not working as I expected. As an example, I no longer allow even the two I do use to flow through my chain of Apple Devices and none are turned on for my Macs. And yet, a Do Not Disturb mode will still launch on my iMac at odd hours on random days. Focus modes in my experience are just too fiddly and in my experience too buggy to be reliable.

The only Focus modes I currently use are the default Do Not Disturb and Sleep modes on the iPhone. I do have my wife, and several family members, set to break through those. Whether I’m running those modes or not, I do not get a “tap-tap” notification on my Apple Watch when my wife texts, unless, like Liss, my wife is part of a family group message thread, and then those come through as designed.

During her two month gig, my wife and I have resorted to “don’t text, call” as our way of reaching each other when some level of urgency or import arises. We’ve been through a few dicey family situations during her gig where I have resorted to turning off the Sleep focus at night. Breaking my wife’s habit of always texting first is a challenge in and of itself. But that’s another story.

Note that I always receive “tap-tap” notifications from all others I’ve set to break through Do Not Disturb or Sleep, or when I’m not running either Focus mode, which the majority of the time. This only happens with my wife.

I don’t know if this is the locus of the problem or not, but I would bet it floats somewhere in Apple’s iCloud. Focus modes, like Messages, flow through iCloud (assuming you have Messaging in iCloud turned on). Liss is convinced he’s configured something wrong. How notifications flow from one device or the other for those, like I, using multiple Apple devices, is also an inconsistent issue in my experience.

My guess, is anyone experiencing this at some point may have flipped a switch in an earlier generation of the software that has since changed, but there’s a flag set somewhere in that user’s iCloud account that’s hanging around causing the problem.

I’ve experienced several issues with my specific iCloud account that required things to be reset on Apple’s end in the past to suspect this is the case. As a little birdie told me during all my iCloud adventures, keep in mind every time Apple updates the operating system for your device, updates are happening on the backend as well.

Perhaps this is one of the many bugs Apple may be cleaning up on the backend preparing for the release of iOS 27. If not, it should be. It certainly would make for happier households that use Apple’s products.

(Image from Andrej Lišakoy on Unsplash)

Everything Is Changing Under The Fingers On Our Keyboards and Screens

Operating release cycles headed for a change

This week Apple released updates for iPhones, iPads and Macs with the version numbers all ending in 26.5.2. Mostly targeted at security fixes. That’s nothing new. Apple periodically does that. What’s new is how the timing of “periodically” looks like it’s going to change.

The security updates in 26.5.2 were scheduled to roll out with 26.6.6, which is still in beta (Beta 3 if I”m not mistaken.) But these fixes were deemed crucial enough that Apple jumped ahead of the official release of that version and cut in line with the just released version.

This post on Six Colors targets what’s happening. Here’s a quote:

In other words, the security fixes in 26.5.2 are based on the security fixes that were rolled into the 26.6 betas, the first of which was released publicly on May 26. That means that everyone in the security world, including bad actors, has had more than a month to analyze all of Apple’s forthcoming fixes…

Thanks to AI that changes how we, and software makers need to be aware that the traditional release cycle of betas is going to affect security concerns going forward. If a beta release contains code to patch a security hole, then the bad guys, as well as the good guys, have access to that code from the betas.

It’s a good news, be aware kind of story. With AI able to identify and catch and fix bugs and problems faster than humans, it’s only a matter of time before the software testing and release cycle changes. Because if there’s a bug to be fixed or a hole to be patched, there’s a bad guy eager to exploit it.

(Image from Florian Olivo on Unsplash)

Sunday Morning Reading

Comings and goings as life goes on.

It’s a Sunday, so it’s time for a little Sunday Morning Reading. As usual, I’m sharing a collection of links and once again they somehow touch one upon another. Funny how that happens. Some point to big issues. Some about the comings and goings of life. Some about its shifts. Take a look. Take a read. Happiness is a choice.

a bronze statue depicting a young boy sitting on a stone ledge and reading a book. He sits cross-legged, leaning slightly forward, with a large open book resting on his lap. Perched on the open page of the book is a small, detailed bronze bird looking back toward him. The boy's right arm rests on a stack of four large bronze books piled beside him on the stone ledge.

David Todd McCarty’s On Being Good At Life talks about abandoning the quest of success, fame, fortune, and just being better at life. Deciding how one defines life is always the first obstacle.

If you read one piece among those shared this week, read Josh Marshall’s Google, AI, Oligarchy and the End of the ‘Open Web’. I’ve been writing about Google’s recent moves and how they will change the web as we know it. Josh nails it better than I ever did. Some think we’re ready for this. I’m not one of those.

We lost a one of the good ones this week when Om Malik died. By all accounts a great human being and a giant in tech for so many years in so many spheres. Om’s writing has been featured in this column many times. As a human he was so much more than just his achievements. Two great pieces about Om that you should take the time to read. John Gruber’s simply titled Om, and Mathew Ingram’s Om Malik 1966-2026. Sail on, good sir.

Tom Wellborn takes a look at The Art of the Fail. You can guess his target. You should read his piece.

JA Westenberg takes on the pursuit of optimization and the cult of the extreme in The Extreme Is The Easy Way Out. Choosing a middle path is also not necessarily easy.

Mike Masnick tells us How The Internet Became A Tool For Domination and Control Instead of Liberation. Joke’s on us. I’m not laughing.

Ken White’s not laughing either. Or maybe he is. There’s always some kind of fracas happening in social media, regardless of the platform. When you step back, it’s weird that we designed something to explode and exploit that kind of chaos. Weirder still that we think we can control what people say or social media or anywhere else by banning them. Ken White of PopeHat fame was recently suspended from Bluesky and writes about his thoughts in A Bit of Tedious Drama At Bluesky. The piece is much more than just about those circumstances and worth your time. You are what you think and say. Ken defines it well.

A tip of the hat to Dwight Silverman who’s retiring (again) after a terrfic career writing about tech. I have always enjoyed Dwight’s work because he kept the focus of his tech adventures on the user, while having a firm grasp of the bigger picture. Check out The Grand Finale (for real this time): My 30+ year column ends, It’s exit heralded by AI, and also his thoughts about his retiring on his personal blog. I’m guessing (and hoping) we haven’t seen the last of what Dwight has to say.

More Thoughts On Apple’s Price Increases: The AI Tax

The AI Tax is about more than the cost of a computer

Now that the dust is settling a bit after Apple unsurprisingly announced price increases across its hardware lineup, I have to say that I’m quite bemused to see the pocket book hit being called the AI Tax.

I wasn’t clever enough to use that descriptor when I posted about the news shortly after the announcement, but I had been paying enough attention to immediately point the finger of blame at the costs associated with Artificial Intelligence. I think Jonny Evans was the first to coin the phrase AI Tax. For what it’s worth, I hope the phrase AI Tax sticks. Sticks hard and deep. And twists the knife. Because it’s going to affect much more than just the cost of MacBooks, iPads, Apple TVs, and other gear designed in California.

While other tech companies had already started raising prices due to the AI Tax, (talk to anyone in the gaming market) Apple’s announcement is one that brought real shivers and shakes to consumers, the stock market, and boardrooms around the globe. Whether mostly myth or prescient business practices, Apple’s reputation for being ahead of the curve when it comes to purchasing large supplies of chips to withstand market pressures is and was such that tech companies in other sectors often found themselves facing sold out inventories or higher prices when it came time to make their orders. The “Apple Tax” extended far beyond the high cost of Apple products.

That rep and Apple’s stock took a dive on the news. Apple recorded its second biggest market drop in its history, dragging the NASDAQ down with it. Heading into the weekend there’s consternation brewing about all of the chip releated businesses going forward. (Hint: that’s most businesses these days.) But then again, the stock market is not much more than a wild ride in an aging prediction market, so who knows how that will unfold as a holiday week begins on Monday.

Word came via The Financial Times Friday night that Tim Cook was calling in some chits on chips with the Trump administration, attempting to circumvent chip bans balled up in the trade war to and fro with China. If successful, that would allow Apple to buy banned chips that the Pentagon is hesitant about, given that they are built by state controlled Chinese companies. According to the report this lobbying had been going on for a month or so prior to Cook’s first warning a week before the price hike announcement on Thursday.

The timing hints at a bit of public hardball lobbying from Apple. (Note that the price increase announcement wasn’t a Friday news dump after the market closed. However, The Financial Times article came after no known action from the administration post Apple’s announcement.) Shake the markets and try to wrest the attention of the administration fighting losing battles of its own making with bodies of water in the Middle East and in its own backyard. I’m almost surprised Apple hasn’t been called a vandal yet.

As I said earlier, this is going to have far reaching implications beyond the consumer gadget markets. Chip capacity has to increase, or the demand for higher bandwidth memory has to decrease before any of the predictions that this will subside in a few years. (There’s a good read on this from Imran Valiani here.) On the current trajectory, fueled by still increasing hype to combat building blowback, I don’t see that timeline materializing. This news might bobble the bubble, but I don’t think it’s ready to pop.

Costs are going to rise across the board. It’s not just consumers that purchase computers who will take the hit. And it’s not just the purchase of computers that will drive an inflationary spiral. Yep, that’s the I-word that no one likes to hear, especially politicians. Everything is a computer these days, or at least has some form of chip in it. And, in my opinion, too many companies have jumped on the AI bandwagon far too soon to understand the long term ramificatinos. All of those costs will be passed down the line to consumer pocket books.

I also don’t think we’re going to see these price pressures subside to pre-AI Tax levels. I’m old enough to remember when new cars used to have price ranges well below $5,000. That obviously makes me prehistoric, but I can remember watching The Price is Right featuring cars as the grand prize with contestants guaranteeing at least their first guess was accurate by chosing the number two for cars that would be priced at $2995. That’s a memory that doesn’t require a chip. Although streaming those old shows does.

Like it or not, Apple’s success since the launch of the iPhone, has been a key piece of U.S and global economic growth with much of the tech sector following along and prospering in its wake. Apple’s recent announcements are probably one day going to be viewed as just as big a marker going forward as the release of that first iPhone.

It feels to me that we’re entering into a price curve trajectory for computing on all levels that will follow a similar trajectory as the automobile market. The financial markets will find ways to love it as financing will become a key driver to cover costs while the markets get used to price points for signature hardware starting much higher than the $1000 price point today. There’s got to be a way for the bankers to cover all of the borrowing associated with the build out of data centers.

Over the years the myths of Apple being doomed have largely been just that. Myths. Apple always found a way. This turbulence probably won’t change that. But the AI Tax will change things for all of us in ways that we’re just beginning to understand. Inept global political and corporate leadership easily taken advantage of by hype-masters and hucksters have paved the way to this moment.

And all of this for a still largely unproven technology.

No Surprise. Apple Raises Prices Due To Memory Woes

No hallucination. AI puts the squeeze on memory prices.

Don’t be surprised. Don’t be shocked. Apple is raising prices. Outgoing CEO Tim Cook said a week ago that Apple couldn’t withstand the price pressure brought on by memory chip shortages, likening it a 100 year flood. Put on your waders John Ternus.

Translating that a bit, what Cook was saying is that Apple doesn’t want to cut into its historic profit margins.

Bloomberg has the report. As does everybody else. You’ll see lots of screaming, hair pulling, and much gnashing of teeth about this in the next few days. But again, this shouldn’t come as a surprise given all we’ve heard for so long about the pressures AI is putting on the chip business.

Just remember, every time you’ve talked to that chatbot, you’ve helped make this happen.

Here’s a statement from Apple to the Wall Street Journal.

“We have now reached a point where we need to begin raising prices,” [Apple] said in the statement. “We have never seen a component price increase this much, this quickly.”

Note that there’s no mention of AI is the root cause. Rationalizations and spin will replace AI hallucinations and eventually absorbed into the corpus of knowledge about this.

So what costs more?

Even Apple’s latest big hardware success story, the MacBook Neo, originally priced at $599 is going up to $699. That has to sting. But so too will the sting for price increases for iPads and Macs.

Here’s a list of some of what’s more expensive.

MacBook Neo entry $599 increasing to $699
MacBook Air 512GB $1099 increasing to $1299
MacBook Pro 1T $1699 increasing to $1999
iPad Air 128GB $599 increasing to $749
iPad Pro Wifi 256GB $999 increasing to $1199
iPad mini $499 increasing to $599
iMac $1299 increasing to $1499
Apple TV 4K $129 increasing to $199
HomePod mini $99 increasing to $129
Vision Pro $3499 increasing to $3699

At the moment iPhone prices remain the same. Expect that to change come this fall. You’d be a fool not to.

I think this is the beginning of a cycle that is going to see most consumer hardware become more costly, eventually reducing the number of units sold. Somebody thinks that will even out. I’m not so sure.

All because of an overhyped technology that is being forced into consumer hardware and the much hated data centers that are required to run it. Less units will be sold. But if your eye is on the price per unit margin, you’re missing the larger point. Math is hard. But it’s not that hard. Sell less, make less.

Simply put, we’re at the beginning of a nasty cycle. Ask your chatbot therapist how you should handle it.