What you'll learn

• 1 (01:02) **Apple Announces Historic Price Hikes Across Mac, iPad, and Accessory Lines** - Tim Cook had warned of component cost pressures; the increases range from €100 to €700 depending on the product.
• 2 (06:21) **How Big Tech Buys RAM: Hedging and the Spot Market** - Yves Maître explains the mechanics of RAM procurement for large hardware companies.
• 3 (07:43) **The RAM Price Shock: From $20 to $60 and Locked In Until 2030** - The scale of the price increase and why it is not a temporary blip.
• 4 (11:12) **Even Small Components Are Affected: The HomePod Example** - The price hike touches every product with memory, down to the smallest devices.
• 5 (13:15) **The Hidden Cost of Our Digital Habits: Storage and the End of Free** - The panel discusses how user behavior drives demand for memory and storage, pushing business models toward paid tiers.
• 6 (16:06) **Chinese AI Goes Paid: A Sign of the Times** - A Chinese AI company announces a paid tier, signaling that the era of free internet services is reaching its limit.
• 7 (17:49) **OpenAI Partners with Broadcom to Build Its Own AI Chip "Pennyo"** - OpenAI is developing a custom ASIC chip to reduce its dependence on Nvidia and lower inference costs.

+ Full timestamped outline available in the app