Tech
Chamath Palihapitiya: Apple Is ‘No Different Than Louis Vuitton Or Any Other Luxury Good’ | CNBC
A leak by Indian supplier Tata Electronics, purportedly of the yet-to-be-released iPhone 18 Pro models, has become marketing gold for the Chinese government. The Communist Party paper, The Global Times, is using the leak – caused by a cyberattack – as a cautionary tale for Apple and other American companies that are in the process of diversifying their supply chains away from China. CNBC’s Eunice Yoon reports.
00:58 Correction: The location tag should be Beijing, China.
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China’s Swagger After India’s iPhone 18 Leak
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Unstoppable demand for AI is leading to a capacity crunch on factory lines at the world’s leading chip manufacturer, Taiwan Semiconductor. And it could put a chokehold on AI’s ability to scale. Analysts tell CNBC that Nvidia, Apple, Broadcom, AMD and others are locked in an “extremely fierce” competition to get their GPUs, CPUs and custom AI chips made at TSMC. Capacity can’t come online fast enough, despite TSMC’s rush to build new fabs in Taiwan, Japan and Arizona, where has expanded investment to $265 billion. The strain has made one man at TSMC “the most popular person on the planet,” as chip start-ups and big name CEOs visit Taiwan to ask him for wafer allocation. It’s also created a rich opportunity for Intel, as customers look to the long-struggling foundry arm of the U.S. chip manufacturer for a second source.
Chapters:
0:00 Introduction
2:06 ‘Most popular person on the planet’
6:54 Making room for smaller players
9:10 Can new U.S. fabs ease the crunch?
Producer and Reporter: Katie Tarasov
Edited by: Matt Soto, Andrew Evers
Camera: Eddie Temborski, Robert Lampe, Evan Reinhardt
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Emily Park
Additional Footage: Cerebras, D-Matrix, Getty Images, Intel, Nvidia, OpenAI, SpaceX, TSMC
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Why There’s An ‘Extremely Fierce’ Battle For TSMC’s Limited Chip Manufacturing Capacity
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Warner Music Group, the third-largest music label by market share, is tapping into the South Asian music movement with its latest venture.
CNBC’s Laya Neelakandan explains.
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Micron’s hometown of Boise, Idaho has a growing crop of newly minted millionaires.
The AI-driven memory boom is showing up in the form of job growth, new construction projects, a bustling dining scene and an influx in new residents.
CNBC’s Katie Tarasov explains. Find the full report in related video.
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Half of single Americans say they are going on fewer dates or choosing less expensive activities because of rising costs, according to BMO’s 2026 survey.
But, the cost of dating itself is only part of the story. For millions of users, finding a date means paying for the apps.
Watch the full story in related video.
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@sadhanasingh937
January 13, 2024 at 7:36 am
This guy knows nothing, tell him to watch WWDC , no other company is updating thier API every year for making apps every year like apple. They literally have thier own programming language language which is called Swift. Now they have thier own apple silicon.
@stickyfox
January 13, 2024 at 7:36 am
They make $10,000 computers and phones and watches in designer colors and finishes. They're a luxury good company.
Back in the 80s they were truly cutting edge, but today they just make jewelry, accessories, and really expensive PCs that don't run Windows.
@arkendubanerjee5218
January 13, 2024 at 7:36 am
Its an ecosystem. Where things work extremely smoothly and without any ads.
@shyamfootprints972
January 13, 2024 at 7:36 am
He is dead wrong on Apple. Apple is a technology company with unparalleled capabilities in software, hardware, UI and the entire ecosystem with virtually no competition that is even a billion miles near them. For example: if you are a musician you can record, mix, edit produce and release your record on an iPhone. Try doing that on a Pixel or a Samsung. If you are a movie maker you can shoot, edit, mix, soundtrack, mix and match video, stills, audio, text, backgrounds and this list goes on…. in a few minutes on an phone without ever having to use anything else. Try doing that on any other single device on this planet. These are just two examples, there are several more. Of course the argument may be, well how many people actually use these capabilities? Well you will be surprised at how many new people are creating content on an iPhone even as you bean counters in Colourful ties guys sit around and discuss all day. Content only increases with time in this world and Apple is the cheapest, easiest and simplest way to make content for an average Sam like me!
@tonysabu109
January 13, 2024 at 7:36 am
lol. Chamath was so wrong about Apple.
@stoythomas7575
January 13, 2024 at 7:36 am
curve the glass lol
@bananazone4048
January 13, 2024 at 7:36 am
I don’t understand but my Mac have more life expectancy than window laptops
@adammacdonald8254
January 13, 2024 at 7:36 am
What about the software
@uoyebuttnuocca
January 13, 2024 at 7:36 am
After apple M1 chip, this analysis is just plain wrong.
@TheJelloash
January 13, 2024 at 7:36 am
He’s good on things he knows. Apples becoming more than that, our next 20 years will be Apple glasses AR/VR app integration.
@lebarms7832
January 13, 2024 at 7:36 am
M1 chips yessir
@balti1991
January 13, 2024 at 7:36 am
And then they dropped the m1 chips
@nonameforme10
January 13, 2024 at 7:36 am
Correct
@turkishbadboy5
January 13, 2024 at 7:36 am
I ve never bought an iphone and i never will. Too expensive! Like chamath said there are way more cheaper products out there with same even better technology!
@dejrand
January 13, 2024 at 7:36 am
He's a smart guy but I swear out of nowhere everyone is talking about him
@hazan0608
January 13, 2024 at 7:36 am
“They’ve managed a business well that was given to them” this is facts
@Test9383
January 13, 2024 at 7:36 am
Eveything he said about Apple is so accurate.
@tharukajayasinghe7958
January 13, 2024 at 7:36 am
Finally truth..
@tigerrx7
January 13, 2024 at 7:36 am
I own AAPL shares ONLY because, for whatever reason, Apple is a cash cow. Smart phones are no longer phones, it’s a camera that can make calls and send text messages.
@xyl4123
January 13, 2024 at 7:36 am
Stupid joe is annoying wtf cutting off every time😌
@nshevade
January 13, 2024 at 7:36 am
…..and certainly not for its service network here in India. Planning to get out of its ecosystem after encountering its hardware service…no way I am gonna pay that much for the disgrace that is Apple India service..Shame shame..
@ilikethatboulder.thatisani5496
January 13, 2024 at 7:36 am
apple products at this point are just luxury goods with simple tech for people who don't understand how to work the more high end phones like Samsungs.
@Flyingmachines350
January 13, 2024 at 7:36 am
Exactly! The British products should be boycotted!
@R-Waze
January 13, 2024 at 7:36 am
What about the AirPods line-up? Long time after the death of Steve Jobs It’s a true vision product, I’m less skeptical. Don’t forget the Apple Glass and further more the Apple car coming
@lizhertel5978
January 13, 2024 at 7:36 am
wow chamath said they should have bought tesla . he has had many successful predictions
@Ausiedundan
January 13, 2024 at 7:36 am
Well said
@hossamgebeily
January 13, 2024 at 7:36 am
CHAMATH THE MATH!!!!
@ariastrwn7933
January 13, 2024 at 7:36 am
He's right
@dmlagrange
January 13, 2024 at 7:36 am
HOLY CRAP I've been saying this for years, Apple is a fashion accessory !!! "Like any other luxury good that your willing to pay a premium for that MAY NOT BEAR THE COST OF IT".
@PrimeTimeVC
January 13, 2024 at 7:36 am
https://youtu.be/Xq_jEUqXnPE
@karinanah7910
January 13, 2024 at 7:36 am
:-*:-*:-*:-*👺👺👺😣😣
@bujin5455
January 13, 2024 at 7:36 am
Chamath deeply misunderstands Apple if he thinks their products are like Android's with the addition of a brand premium. Apple provides a consolidated ecosystem which is tantamount to a digital lifestyle platform, which Android doesn't even come close to. Every single Apple product not only is very polished, stable, and doesn't sell your data (which is a real concern in this age), but there is a HUGE amount of platform leverage, because your iPhone integrates with your iPad, your Apple watch, and your Mac. So you immediately gain a huge amount of value in that integration. You buy an Android phone, a Tizen OS Watch, an Android tablet, and a Windows computer, and integration is not going to be the name of the game. There is REAL value in the following facts: Apple's products just work, are easily updated, integrate with each other, don't turn your data into a product (and all that means), Apple take's owner ship of the entire experience end to end, the user experience is curated and made easy for the non-technical, Apple safe guards the entire experience at every single touch point. People pay Apple's prices simply because the Apple experience is unmatched, and that's not just a question of brand, that's a question of the intrinsic value people place on Apple treating the most intimate items in their lives (their digital selves) with profound care and respect. As the world becomes increasingly more digital that digital experience becomes more important as well.
@andreasjanen6617
January 13, 2024 at 7:36 am
He really knows what he is talking about
Apple sells low cost products to high prices ..better than lvmh …
@thelanguagenut1769
January 13, 2024 at 7:36 am
The one thing he fails to mention is that Apple also has their iOS operating system. This is one of the device’s biggest draws as it creates such a seamless and dynamic experience for the user. Big overlook.
@johnpersaud5001
January 13, 2024 at 7:36 am
On point
@hsrinivas797
January 13, 2024 at 7:36 am
Best joke : They figured out how to curve the glass.😃
@solotraveller6094
January 13, 2024 at 7:36 am
Chamath
As Sri lankans we are proud of u bro. Good luck for ur future career
@davetayronpaggao849
January 13, 2024 at 7:36 am
The anchors needs to shut up.
@StephensEFRC
January 13, 2024 at 7:36 am
These three idiots need to shut up and listen to him.
@isurudeshan4401
January 13, 2024 at 7:36 am
Sri Lankans are always on point….