Apple Will 'Watch Everything Burn' When the AI Bubble Bursts
Memory prices have doubled, Macs and iPads have gone up, and iPhones are expected to follow. Ed Zitron – who writes the Where's Your Ed At newsletter, hosts the Better Offline podcast, and has been described by Politico as the AI boom's most "acerbic gadfly" – has spent years arguing the buildout driving those costs will never pay for itself. We asked him what happens to Apple if he's right. You've been calling AI a bubble since before it was fashionable.
Summary
Ed Zitron, known for his critical views on the AI boom, discusses the rising costs impacting Apple’s product lines and questions the sustainability of the current AI investments. His insights suggest that if memory prices continue to soar without a return on investment, Apple could face significant challenges.
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