Balancing Short-Term Fixes and Long-Term Risks in Technology Economics

In this episode, Ben Bajarin and Jay Goldberg discuss Apple's recent announcement of their C1 modem and the new iPhone 16E. They explore the implications of Apple's entry into modem technology, the positioning of the iPhone 16E in the market, and the potential impact on Qualcomm. The conversation also delves into the integration of modem technology within Apple's ecosystem and the future of 5G in Apple's products. In this conversation, Jay Goldberg and Ben Bajarin discuss the strategic moves of major tech companies like Apple and Broadcom, the ongoing challenges faced by Intel, and the implications of government intervention in the semiconductor industry. They also delve into the current state of the AI market, particularly focusing on Microsoft and Nvidia, and speculate on future earnings and market dynamics.