Marques
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Appearances Over Time
Podcast Appearances
Matter of fact, we got one of the best deals of an iPhone of all time last year.
That's true.
Yeah.
I think when you sell to consumers, like the number one thing you can do is be stable and predictable.
But that's only easier as you get bigger of a company.
Yeah.
Hopefully that sentence made sense.
And so if you're smaller, like if you're nothing, then you maybe deal with more fluctuating supply chain pieces.
And things like this memory shortage are a giant blinking red light on your radar because how can you build enough margin to accommodate this crazy change?
I wanted to ask you guys, do you think that because we again, we looked at this with tariffs and we saw kind of what was happening there.
Do you think that we expect smartphone prices to go up because of RAM shortages?
Or do we think that these huge companies are insulated enough that we again, well, they'll just eat that cost and try to be as stable as possible and.
Hopefully that goes down next year.
That's a good question.
I don't know the answer.
I kind of assumed everything that uses memory, whether it's a RAM stick they put in a PC or if it's memory that's in the Hasselblad camera or in Apple Silicon, it's all affected.
Cars.
This happened with the chip shortage when people realized cars use a lot of chips because they all have computers in them.
The chip shortage affects everything because everything has a chip.
And