Apple Hikes Prices: Memory Shortages Shift Billions
Apple raised prices across its product line, citing memory shortages. Learn how supply chain vulnerabilities reallocate market value and what founders can do.
Cannes Recap, Meta Gambling Goggles, AI Restrictions, Apple Price Hikes
With John Coogan, Jordi Hays · Sunday, June 28, 2026
John Coogan and Jordi Hays recap their trip to Cannes, discussing perceived "sabotage" by French President Macron and major industry news. They delve into the evolving creator economy, Meta's smart glasses and controversial new prediction markets app, and OpenAI's AI model restrictions. The hosts also cover Apple's recent price hikes, the rise of small trucks, and a unique presentation from SoftBank's Masayoshi Son.
Key takeaways
- Apple has significantly increased prices on numerous products, including MacBooks, iPads, and Apple TV. Read more →
- The casual, "zero marginal cost" era of content creation—think "yapping into your iPhone"—is rapidly disappearing. By 2026, success in this low-bar format will be increasingly rare due to fierce competition, according to John Coogan. Read more →
- The small truck market is experiencing a boom, with new entrants like Rio Industries and Slate directly challenging established players like the Ford Maverick. Jordi Hays noted, "This is maybe the year of the small truck." Read more →
3 articles from this episode
The Creator Economy's Harsh Math: Costs Soar, Profits Lag
The 'zero marginal cost' creator era is over. High-production 'shows' now demand massive spending, forcing creators into poor monetization trade-offs.
Rio Industries Undercuts Electric: The Small Truck War Heats Up
Forget generic EVs. Rio Industries is crushing electric rivals with a $21,500 gas truck. Learn how they're winning the small truck boom by knowing what customers *actually* buy.
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