The cadence of Mark's Apple reporting is astonishing. Latest on Mac strategy + M$ chips. $AAPL

NEW: Apple nears production of first M4 chips with AI upgrades and plans to bring the new chips to all of its Macs, including new MacBook Pros and Airs, Mac Pro, Mac Studio, Mac mini and iMac across the end of this year and 2025. bloomberg.com/news/articles/…

Talking about Sam Altman Global AI Coalition with Shirin Ghaffary

Bloomberg.com/live

See you at 8 Bloomberg Technology

sam altman continues to build a global public-private coalition, visiting europe, UAE, and washington to talk chips, energy and data center supply chains

later this week: meeting US national security and intelligence communities

Breaking: $RIVN shares fallen below $10 for the first time. Sees a few price-target cuts of late. Most recent, Bank of America to $21 from $25 on April 10.

Also impact from yesterday's hot inflation print on autos (on the idea rates stay higher). R1 generation expensive.

Guys, I' so hooked on #GhostOfTsushima . Its painful.

What's so cool, my wife who loves #ShogunFX is also kind of humoring me about playing it so much.

Its a beautiful, high fidelity game. Strong story. Gameplay: interesting.

Mate.

AI money/perks

New: Microsoft-backed self-driving car startup Wayve expands with Vancouver research centre, after London and Silicon Valley locations bloomberg.com/news/articles/…

New: Vancouver-based robotics startup Sanctuary signs deal for factory tests and funds with major auto parts maker Magna bloomberg.com/news/articles/…

ICYMI

Ed Ludlow Mark Gurman annmarie hordern For Non-ambulatory seniors a nurse robot with the spray and wash feature would be a goldmine. No more reverse mortgage fears.

🧵 Been reflecting a lot on Mark Gurman scoop last week about $AAPL robot. And annmarie hordern question to me on air: why do we need an Apple robot or any at home robot.

Is the answer (partly): the Elderly and physically impaired?

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Here’s Mark’s report: bloomberg.com/news/articles/…

Oliver Cameron cruise Manus Cranny Tesla Optimus Elon Musk So far I’ve found relatively little academic research on the subject, but one paper titled “Research status of elderly-care robots and safe human-robot interaction methods,” funded and backed in China.

Published in the Frontiers in Neuroscience Journal in 2023

Their conclusion:…

Ed Ludlow Solid showing for Google Cloud. Improving the tech and sales motion and AI provenance is bringing the fight for workloads to its doorstep. I left GCN more optimistic about its prospects.

Plus, no compute chips and TPU updates so it’s Silicon to Software. 👍🏻