Apple’s RAMpocalypse, Data Centers Are Taking Over, Siri Failure Payoffs

Apple’s record Q2 earnings, Mac Studio RAM options are dropped amid shortage, iPhone owners may get up to $95 from a Siri settlement, Anthropic to use massive SpaxeXAI data center, Utah protesting its data center, and we’re both making apps.
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• Coffee Recipe Card Maker for Home Baristas | BrewCard (brewcard.app)
• AirPods Pro 3 Comply Tips - Affiliate Link (geni.us/LAQZV)
• Spirit Airlines Article - Inc (apple.news/AbLhutkweT7msrS_w2NBuLA)
• Nilay Shout Out on Bluesky (bsky.app/profile/reckless.bsky.social/post/3ml…)
• Apple announces record fiscal second quarter – Six Colors (sixcolors.com/post/2026/04/apple-announces-rec…)
• Apple's Binary Bet (spyglass.org/apple-crazy-capex)
• Apple Has Given Up on the Vision Pro After M5 Refresh Flop - MacRumors (macrumors.com/2026/04/29/apple-vision-pro-m5-f…)
• Daring Fireball: On the Future of Apple’s Vision Platform (daringfireball.net/2026/04/on_the_future_of_ap…)
• Apple's most powerful Mac Studio loses its last remaining RAM upgrade option - 9to5Mac (9to5mac.com/2026/05/05/apples-most-powerful-ma…)
• Apple CEO warns of memory crunch. 'We'll look at a range of options' (cnbc.com/2026/05/01/apple-ceo-warns-of-memory-…)
• iPhone users could get up to $95 per device as Apple reaches $250M settlement over Siri delays - 9to5Mac (9to5mac.com/2026/05/05/apple-reaches-250m-sett…)
• 3 things to know about Kevin O'Leary's massive proposed Utah data center - Axios Salt Lake City (axios.com/local/salt-lake-city/2026/05/04/utah…)
• Kevin O'Leary's Tweet (x.com/kevinolearytv/status/2051667709574733826…)
• Utah Meeting Protests - X (x.com/MorePerfectUS/status/2051652965862092870)
• Higher usage limits for Claude and a compute deal with SpaceX \ Anthropic (anthropic.com/news/higher-limits-spacex)
• Anthropic Taking Over All Capacity of xAl's First Memphis Data Center - 512 Pixels (512pixels.net/2026/05/claude-and-grok-roommates)
• Mira Murati tells the court that she couldn’t trust Sam Altman’s words | The Verge (theverge.com/ai-artificial-intelligence/925338…)
• Netflix Rolls Out Vertical Video Feed, Blurring Lines Between Streaming and Social Media (screenrant.com/etflix-app-vertical-video-feed-…)
• Disney+ to become ‘super app’ that goes beyond streaming service: report - 9to5Mac (9to5mac.com/2026/05/06/disney-to-become-super-…)
• US Supreme Court declines to pause order holding Apple in contempt in Epic Games lawsuit | Reuters (reuters.com/world/us-supreme-court-declines-pa…)
• Video on Apple Podcasts Doubled My Plays (Case Study) (transistor.fm/apple-video-doubled)
• reMarkable Paper Pro Move | reMarkable (remarkable.com/products/remarkable-paper/pro-m…)
• Kindle Store (amazon.com/kindle/shop??tag=beardedteac07-20)

• (00:00) - Intro

• (07:53) - Apple Q2 Earnings

• (15:22) - Is Apple Vision Pro Dead?

• (18:52) - RAMpocalypse

• (27:57) - Siri Failure Payouts

• (31:51) - Sponsor: CleanMyMac X

• (33:29) - Sponsor: NordLayer

• (35:08) - Utah Data Center Fiasco

• (43:13) - Claude SpaceXAI Deal

• (47:24) - Mira Murati at Elon X Altman Trial

• (50:50) - Disney+ Super App

• (52:40) - VOX May Be Acquired

• (55:22) - SCOTUS Apple v Epic Games

• (57:27) - Transistor Case Study

• (01:06:15) - reMarkable Paper Pure

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