iPhone's Dominance and Supply Constraints

Subtitle: Bright and Boring: Cupertino Drift

We break down Apple's latest financial results (including the potential supply-chain storm brewing on the horizon) and then discuss the difficult roll-out of Apple's new Creator Studio bundle.

This episode of Upgrade is sponsored by:

• Sentry: Mobile crash reporting and app monitoring. New users get $100 in Sentry credits with code upgrade26.
• Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership.
• Squarespace: Save 10% off your first purchase of a website or domain using code UPGRADE.

Links and Show Notes:

Get Upgrade+. More content, no ads.

Submit Feedback

Ted Lasso Season 4 Imagery – Instagram

Apple Signs Deal for Brandon Sanderson's 'Cosmere' Universe Movies and TV Shows - MacRumors

Update From Brandon : r/Cosmere

Apple Just Made Its Second-Biggest Acquisition Ever After Beats - MacRumors

What made Q.ai worth $1.5 billion to Apple | Ctech

“We sped research that should have taken 20 years”: Inside Q.ai’s Apple exit | Ctech

Apple announces all-time record in revenue, iPhone sales – Six Colors

This is Tim: Complete transcript of Apple’s Q1 2026 financial call – Six Colors

Apple’s record quarter: Is this what a hit iPhone looks like? – Six Colors

Apple ‘looking at a range of options’ to offset rising memory prices - 9to5Mac

TSMC Risk – Stratechery by Ben Thompson

Hands on with Apple Creator Studio: A bittersweet bundle – Six Colors

Apple’s Creator Studio has a rough App Store roll-out – Six Colors

Picking up the missing pieces of Apple’s Creator Studio – Six Colors