Mac OS Ken A.I. Thoughts, Mac Shipments, and Apple's Creator Bundle - MOSK: 01.14.2026
Jan 14, 2026
Ming-Chi Kuo discusses Apple's need for a partnership with Google as they develop their own AI technology. Mac shipment reports are analyzed, highlighting misleading headlines around year-over-year comparisons. The Apple Creator Studio bundles pro-level apps like Final Cut and Logic with exciting AI features. Apple TV announces a docuseries on tennis legend Andre Agassi and teases the second season of 'Monarch,' alongside the return of 'Hijack' with Idris Elba in a thrilling new scenario.
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Apple Bought Time For Its Own AI
- Ming-Chi Kuo argues Apple's Google AI deal buys time while it builds its own models and data centers.
- He expects Apple's on-device AI demand to grow meaningfully starting in 2027 as in-house chips and centers come online.
Mac Shipments Look Different By Tracker
- Different market trackers paint different pictures: IDC showed near-flat Mac growth while Omdia reported stronger gains.
- Ken Ray highlights that a tough year-ago holiday compare explains the Q4 flatness and tempers the “disaster” headlines.
Memory Shortages Reshape PC Market
- Memory shortages and rising component costs will reshape PC market dynamics and favor larger vendors.
- Omdia says vendors will emphasize high-end SKUs and leaner mid-tier configs to protect margins amid tight 2026 supply.
