Upgrade 601: Spreadsheet for Creators
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Feb 2, 2026 They break down Apple’s record quarter and why iPhone 17 demand and supply constraints matter. They weigh risks from TSMC, AI chip demand, and rising memory costs. They dig into Apple’s surprise Q.ai acquisition and silent-speech tech. They test-drive Apple’s new Creator Studio bundle and call out a messy App Store rollout and awkward bundling decisions.
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Train Trip From Bay Area To Denver
- Jason described an overnight Amtrak trip from Emeryville to Denver with scenic Sierra and Rocky Mountain views.
- The trip felt beautiful but highlighted how air travel compresses long journeys into hours.
Design And Color Drive Regional iPhone Demand
- Redesigned iPhones and bold colors appear to drive stronger sales in Asian markets.
- Apple will analyze which design or feature caused the iPhone 17 surge to try to replicate it.
Lock Supply With Longer Contracts
- Use long-term supply contracts or volume guarantees to secure scarce components like RAM or chips.
- Consider paying a premium or accepting lower near-term margins to ensure production continuity.