The Core: Curated news collection August 5-7
Here are the leading news stories taken from the last three days of coverage you can receive every day by subscribing to Apple Must’s daily industry-related newsletter on Substack. Take a look there and subscribe today.
OpenAI & Jony Ive’s ‘Magic Donut’
Methinks OpenAI doth protest too much
Story might turn out to be that Apple’s own vulnerabilities helped create an environment OpenAI chose to exploit.
OpenAI data leaks were not iCloud-related, says Apple
“The specific unauthorized downloads referenced in the complaint and at the heart of this motion are not based on iCloud activity, but instead relate to Apple’s third-party cloud storage,” says John Gruber.
Until the batteries run out
OpenAI’s Great Big Gift to humanity, once the lawsuits clear, is going to be a donut-shaped metal ring with AI inside.
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AI is scaling faster than trust
“The industry is selling productivity. Voters are asking about jobs, misinformation, water and electricity.”
Hardware
When will Apple launch the iPhone 18 Pro series?
Continued accumulation of speculation points to September 9 introduction
Apple grabs 65% growing premium smartphone market
While down on 2022 the number of devices costing $600 or more is growing fast as memory price crunch bites.
iPhone 16e leads the US pre-paid market
Attractive deals win iPhone 16 c.70% share of US pre-paid market.
Macs cannibalized iPad, ChromeBook, and tablet sales
Macs up 15.9%, iPads down 8%, ChromeBooks fell 8.6%, tablets overall down 10%.
Memory
Apple seeks memory to make its new processors
Apple is scrambling to get enough memory to assemble all the processors it needs for upcoming new iPhone 18 Pro and Ultra models.
Memory production sold out through 2027
Samsung, Micron, and SanDisk have sold out their entire production capacity for 2027. Others seem set to follow suit. (Paywall, write up here)
Apple raises Trade-In values in US
Company really wants your old Apple kit for parts.
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