RAMageddon Reshapes Tech (And It's Not Pretty)
Notes de l’épisode
This week Jason Howell and Jeff Jarvis dig into RAMageddon, the global memory shortage that just forced Apple to raise prices by 20% across Macs, iPads, and even the Apple TV. Jefferies warns memory prices will surge another 50% this quarter with no relief until 2028, GoPro says it may not survive, and IDC projects the largest smartphone market decline ever.
Then both Anthropic and OpenAI released their most powerful models in the same week, both under government-imposed restrictions, while China's Zhipu AI gave away a model that matches some of those same capabilities for free.
Also in this episode: Google capped Meta's Gemini access over compute limits, Qualcomm made a big data center play with Meta as its anchor customer, Google baked computer use into Gemini 3.5 Flash, a new $500M nonprofit launched to address AI job displacement, and OpenAI unveiled its first custom inference chip. New episodes every Wednesday at aiinside.show.
Note: Time codes subject to change depending on dynamic ad insertion by the distributor.
CHAPTERS:
- 0:00 - Start
- 0:04:38 - Jefferies Warns Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4, With No Relief Until 2028
- 0:06:42 - Apple Raises Prices on Macs, iPads by $200 or More on Some Models
- 0:09:03 - The memory shortage shaking Apple and Microsoft is ‘existential crisis’ for smaller players
- 0:13:42 - Apple Shares Sink After Price Hikes Hit iPads and Macs
- 0:18:39 - US releases powerful Anthropic model Mythos to some US companies
- 0:21:10 - OpenAI releases powerful new GPT-5.6 model under restrictions
- 0:22:37 - OpenAI Limits Access to New Models, Citing Government Security Concerns
- 0:26:35 - China Has Matched Anthropic in Cybersecurity, Resetting AI Race
- 0:32:24 - Google caps Meta’s Gemini use as AI demand strains capacity
- 0:34:41 - Meta looks to AI to review harmful content in cost-cutting drive
- 0:42:05 - Introducing Claude Sonnet 5
- 0:45:11 - Qualcomm stock pops 15% after chipmaker almost doubles projection for 2029 non-handset revenue
- 0:46:01 - Introducing computer use in Gemini 3.5 Flash
- 0:50:00 - Big Companies Aim to Ease A.I. Transition for American Workers
- 0:51:45 -OpenAI and Broadcom unveil LLM-optimized inference chip
Hosts: Jason Howell and Jeff Jarvis
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