PBD Podcast

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Venezuela Earthquake, Socialists Surge in NYC, SNAP Program EXPOSED | PBD Podcast #824

Explore episode Jun 26, 2026

Where this was said

Apple and Microsoft Price Hikes: The Chip Shortage Is the Culprit

At 1:24:35 · chapter starts 1:23:52

Patrick reads out the full Apple price list: MacBook Air up $200 (20%), iPad Air up $150 (25%), iPad Pro up $200, HomePod Mini from $99 to $129 — with no increases yet on iPhone, Apple Watch, or AirPods. Microsoft followed suit with increases of 15–31% across 365 Business and Windows Enterprise licenses. Apple's market cap dropped $268–270 billion in a single day. Tom delivers the root cause: chip demand has exploded with the proliferation of AI data centers and high-end gaming consoles, while manufacturing has not scaled proportionally. He draws a direct parallel to the COVID chip shortage of 2020–2023, when Ford had entire assembled cars sitting idle for want of three dashboard chips. Patrick connects rising tech prices to the ITR depression thesis — rising input costs compress margins and slow growth across the economy. The panel briefly debates whether this is a short-term correction or a structural shift.

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