Apple & Palantir Earnings, Elon Caps Grok Bot Usage, SpaceX’s Starfall | Diet TBPN

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It goes beyond the title with direct discussion of like, it's, know, including: Temple of technology.

1. 01The Financial Times reported today that even though Apple beat earnings, the company is warning that rising memory chip prices and the cost of running its AI tools could cut profit
2. 02Like they love to put up a big, clean number and then stick to it for a little bit and so it can be a they gonna be in a jam as as memory prices go up mid cycle when they don want
3. 03So effectively, I mean, that's revenue, but it's high margin revenue that they can deploy elsewhere