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
4 · Jul OctJan 26AprJulnow

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

Appearances

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Yeah, I I'm gonna italicize significantly.
He he stopped.
He was like, increase significantly.
Like he was underlining that word.
And that's that's yeah, Andy, that's when the little siren goes off at Wall Street.
Wall Street and they're like, Uh
They're like, uh
And and they and what he kept saying was that they they had this idea of uh carry over in inventory.
And the idea there is that like they still had some RAM that was cheaper.
They still had some stuff, some processors that they had that they hadn't put in systems yet, and that allowed them to mitigate for a little while.
And and what they're revealing here too is this is how Apple keeps it level during normal times, is they've got a little extra.
They can pull it ahead.
A little bit if there's a shortage and solve it and then everything gets worked out.
And what he said was
Well, we can't we we did that last time and we have a little bit left for this time, but like basically that is not a game we can keep playing.
And that that again, he's saying, I know it looks like we've had trouble in the past.
There's more trouble ahead.
And that is again, if you're a if you're a Wall Street person, um, you're not concerned that Apple's gonna go out of business or anything like it, right?
Which is always what we joke about here.
I think they're gonna be fine.
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