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.
Silent Speech Signals Future Interfaces
- Apple bought Q.ai to decode silent speech and facial micro-movements for future input methods.
- This suggests a push toward sub-vocal or intention-based controls for wearables and AR devices.
iPhone Still Drives Apple's Growth
- iPhone revenue dominated Apple's record quarter, making up ~59% of total revenue at $85.3B.
- The iPhone 17 launch significantly outstripped Apple's supply expectations, driving the surge.