Josh Kale (@JoshKale)

This might be the funniest chart in tech right now. Apple's capex strategy has to be the luckiest accident in history: Amazon, Microsoft, Meta, Google, are in a spending arms race plowing over $100B PER QUARTER into data centers - While Apple spending is down 19% Meanwhile: - Mac Minis sold out bc everyone's buying them to run OpenClaw - Mac Studios have a 6-week backlog - Someone ran Qwen 3.5 on an iPhone yesterday - The M5 Max just shipped with 128GB of unified memory and runs Llama 70B ...