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Storm Clouds Ahead For Apple?, Debating Amazon’s Bee Frontier, AI as UI

November 11, 2026 · 1 h 1 min

Show notes

M.G. Siegler is the author of Spyglass. Siegler joins Big Technology Podcast in London to discuss whether Apple can keep its distance from the AI spending race. Tune in to hear how the data center boom is driving up the cost of memory and squeezing Apple’s margins even as its rivals foot the bill for new infrastructure. We also cover the foldable iPhone Duo and what happens to apps when AI can build an interface on the fly. Hit play for a show and tell episode, including a debate over whether you’d want Amazon’s Bee Frontier wristband listening to your conversations and telling you what to do next.

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