Marques
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Appearances Over Time
Podcast Appearances
depends on how much like your supply chain obviously and what percentage of your device is memory which is why we think cheaper smartphones mid-range smartphones are most affected because memory is an important and expensive component in that but yeah i i do think it i mean i don't know the answer but i do think it would affect apple and apple silicon but i don't i don't think they're going to raise prices because it's not a big enough component yeah i don't think so either yeah i think i see it both sides well i think one thing that we failed to consider in our earlier conversation andrew is that
So like maybe their contract goes... I was trying to think of a company that I think might be affected that's not Apple.
And Motorola came to mind because they sell a lot of two, one, two, $300 phones.
They're a Lenovo company.
They're like small.
They don't have a ton of...
To my knowledge, like super premium stuff like balancing it out where they can eat that charge on the smaller price things and they'll be okay.
So I kind of feel like Motorola phones could be more expensive than their previous generations this year potentially.
That's a total guess for me.
It's awesome.
It's the opposite of what I look for in cameras.
This is the type of product where you're just like, hey, this is fun.
But just getting them out of the inventory.
Yeah, we made a bunch.
We need to get rid of these.
So you seem like the person who would want it and you're buying this camera.
So have this one, too.
The LLM that's built into X.
Most likely.
They're probably better than what's happening with Grok.