Jason Snell

speaker

8,527 appearances 14 recordings 1 series first heard May 2026 last heard 9 Sep

Jason Snell’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 14 in all, peaking in Jul 2026 with 4.

Appearances

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MacBreak Weekly (Audio) · MBW 1036: Corn Is Just Corn - Apple's Q3 2026 Results · 4 Aug 2026 podcast

And then, you know, the the challenge is right now, TSMC doesn't.

Have like a factory on standby for Apple to make more because they've got other clients that they might not have had a few years ago.

And so Apple doesn't even really have a dial it can really crank up to say, give us more, give us more, because TSMC is busy with other stuff too.

So it's a good problem to have.

And that's what Tim Cook said on one level, but it it is creating a cascade of uh issues for Apple because.

Even though it's great that more people want to buy your product than you have of the product, that's actually really bad for business.

And it means that there's shortages and it means the prices go up and it means everybody has to wait a lot longer to get the computer or the phone they want.

And that is what I think set people off.

It's a good problem to have, but it's still a problem.

I don't usually um because I do a transcript of that analyst call and it's AI.

Uh I or I don't even know if it's an AI, but it's a machine model to do the transcript.

Uh it outputs into BB ed and then as I'm listening, I am correcting it.

So because the robots don't know.

Um, but I know.

So I I I make a good.

What I don't usually do is adjust like style things like italicizing for emphasis and all that.

Tim Cook at one point said that in that they're gonna be scrambling on the supply side.

Scrambling, not a great word to hear.

And then he said the impact will increase significantly in the future.

And I was like, am I?

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