The M3 Ultra Mac Studio received a $1,300 price increase.
Apple Raises Prices on Everything!
Apple TV just got a ~40% price hike and the maxed-out MacBook Pro now costs over $10,000 — the brief era of Apple being competitively priced is officially over.
Waveform: The MKBHD Podcast
Apple Raises Prices on Everything!
Apple TV just got a ~40% price hike and the maxed-out MacBook Pro now costs over $10,000 — the brief era of Apple being competitively priced is officially over.
TL;DR
Apple quietly raised prices on nearly every hardware product except iPhones — Macs, iPads, Apple TV, HomePods, and Vision Pro all cost more, driven by a global RAM shortage and AI-driven memory demand [1] — Marques Brownlee "Apple dropped sweeping price hikes across nearly its entire hardware lineup, driven by unprecedented RAM shortages and AI data center deman…" 06:28 . The MacBook Neo jumped from $599 to $699, iPad Air from $599 to $749, and Apple TV spiked nearly 40% from $129 to $199 [2] — Marques Brownlee "Apple TV price hike ~40%: The Apple TV jumped from $129 to $199, one of the highest percentage increases across Apple's lineup." 11:57 . The hosts debate whether these are permanent or temporary, with the consensus leaning toward permanent [3] — Marques Brownlee "The hosts debated whether Apple's price hikes are temporary or permanent, with the majority landing on permanent. The inflation argument is…" 13:55 . Samsung is teasing a new wide-aspect foldable to preempt Apple's rumored first folding iPhone. Key takeaway: if you were waiting to buy Apple hardware, the window of unusually good value has closed.
Marques, Andrew, and David discuss Apple's sweeping hardware price increases, Samsung's new wide-format foldable rumor, Polestar leaving the US market, WhatsApp usernames, Sony ending physical disc production, and confusing AI startups — wrapped up with trivia.
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The episode opens with two sponsor reads before any hosts appear. Plaud — a dedicated hardware recorder with AI transcription — pitches itself at executives, journalists, and project managers who need accurate, searchable records of important conversations, offering 15% off with code WAVFORM. Indeed follows with its Sponsored Jobs product, citing that sponsored postings are 95% more likely to result in a hire than non-sponsored ones and offering listeners a $75 job credit at indeed.com/podcast.
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Marques and Andrew kick things off lamenting that they turn off the studio AC while recording — for audio quality — which means on a 103-degree day, they slowly bake as the episode goes on. David arrives late due to New Jersey bridge traffic. The crew tangentially debunks the 'boiling frog' myth (biologists confirm frogs do escape overheating water), before Marques pivots to the episode agenda: Apple's sweeping price hikes, a first look at Samsung's new wide-format foldable, Polestar leaving the US market, PlayStation ending physical disc production, and a head-scratching look at two confusing AI companies. The pre-topic banter also includes a brief segment on the Gemini floating button in Google Docs and how to disable it.
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On a Thursday, Apple briefly took its store offline and returned with new prices across virtually every product it sells. Marques walks through the full landscape: the MacBook Neo jumps from $599 to $699 [1] — Marques Brownlee "Apple dropped sweeping price hikes across nearly its entire hardware lineup, driven by unprecedented RAM shortages and AI data center deman…" 06:28 , the M4 Mac Studio rises $500, the M3 Ultra Mac Studio climbs a staggering $1,300, and the iPad Air 11-inch moves from $599 to $749 [2] — Marques Brownlee "Apple TV price hike ~40%: The Apple TV jumped from $129 to $199, one of the highest percentage increases across Apple's lineup." 11:57 — a shift that Marques argues pushes it into a psychologically different price tier. The Apple TV's jump from $129 to $199 is called out as perhaps the highest percentage increase of the bunch — nearly 40% — for a product with almost no RAM. [2] — Marques Brownlee "Apple TV price hike ~40%: The Apple TV jumped from $129 to $199, one of the highest percentage increases across Apple's lineup." 11:57 The HomePod mini goes from $99 to $129. Apple Vision Pro, by contrast, rose only $200, which Andrew attributes partly to optics and partly to poor sales volume. The hosts note that the increases don't directly track to each product's RAM content, suggesting Apple is cross-subsidizing some products with revenues from others.
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Marques opens the argument for temporary: Apple has framed these as emergency responses to an unprecedented memory pricing spike, suggesting they'd ideally return to normal pricing once the crisis passes. Andrew counters with the 'capitalist way back' — instead of actually lowering prices, Apple will simply offer more compute at the same elevated price on the next product cycle, calling it better value. [1] — Marques Brownlee "The hosts debated whether Apple's price hikes are temporary or permanent, with the majority landing on permanent. The inflation argument is…" 13:55 David jumps in with the global context: the US has historically been shielded from the real cost of technology compared to other markets, and that insulation is now eroding. The inflationary argument seals the case for most: if the RAM crisis lasts two more years, $699 for a MacBook Neo just becomes the baseline reality — the 'new norm.' The hosts cite gas prices as the closest comparable (a commodity that does fluctuate), but acknowledge tech hardware has almost no historical precedent for meaningful price rollbacks once raised.
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The conversation pivots to the iPhone, the one major product Apple hasn't raised prices on yet. Marques argues Apple strategically can't afford to raise iPhone prices dramatically — the volume is too high and the competitive stakes too great. He predicts the iPhone 18 base model won't see a dramatic jump, possibly landing at $849 instead of $799. David notes that Apple already moved the base storage to 256GB with the iPhone 17, which leaves fewer tricks for future value-adds. The folding iPhone, however, is a different story — estimates now run from $2,100 to over $2,600. The discussion lands on a rueful callback: "Remember that 3 or 4 months when Apple had several of the best-priced pieces of tech in the world? That was fun."
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David raises the news that the long-anticipated MacBook Ultra laptop — a design with a new form factor and improved screen — may be delayed until Apple's M7 chip generation. Bloomberg-sourced reporting cited on 9to5Mac indicates Apple will release only a base M6 chip, skipping M6 Pro and Max entirely, before restarting the full Pro/Max/Ultra cycle with M7. [1] — Marques Brownlee "Bloomberg sources say Apple will skip the M6 Pro and M6 Max chips entirely, releasing only a base M6 before restarting the full lineup with…" 24:27 Marques notes grimly that he's been waiting for an Ultra chip update in the Mac lineup since M3 Ultra — M4 had no Ultra, M5 has no Ultra, and now M6 will have no Ultra, meaning M7 Ultra is the next hope. The group estimates a MacBook Ultra starting at $6,000–$6,500 base, easily cracking $10,000 with RAM upgrades. David's conspiracy theory arrives here: OpenAI and Anthropic may benefit from expensive RAM because it prevents consumers from running local open-source AI models cheaply on Mac hardware, forcing reliance on paid cloud AI services. [2] — David Imel "David Imel floated a conspiracy theory: OpenAI and Anthropic may have deliberately caused the RAM crisis to make running local, open-source…" 27:09
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Before the break, Adam poses the first trivia question: without checking Apple's website, guess the current price of a fully maxed-out 16-inch MacBook Pro (M5 Max, 128GB unified memory, 8TB SSD, Nano Texture display). The hosts jot down their guesses in secret. The break segment covers three sponsors: Shopify (free trial, pitching e-commerce tools), Framer (30% off Pro annual plan for a visual website builder with AI agents), and Quince (free shipping, summer apparel at 50–80% below similar brands). Andrew gets in a charming Quince read that mentions buying his daughter Lane a dinosaur swimsuit.
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Samsung deleted the grid from its Instagram and began posting cryptic aspect-ratio teasers pointing to a new, wider foldable phone — tentatively called the Galaxy Z Fold 8 or Galaxy Z Fold Wide. The hosts discuss leak images from a case manufacturer showing the device appears to have only two cameras and a roughly 3:2 aspect ratio, reminiscent of the original Pixel Fold and Oppo Find N. Marques articulates his theory: Samsung is deliberately releasing this as a slightly compromised, lower-tier Fold, while keeping the candy-bar-style Fold 8 Ultra as the flagship. [1] — Marques Brownlee "Samsung is teasing a new wide-aspect (passport-shaped) foldable, expected to arrive before Apple's first folding iPhone. Marques argued thi…" 35:46 When Apple's first foldable iPhone arrives — also expected in a similar wide format with dual cameras — Samsung can market its product as "the compromised shape" that Apple copied, while its Ultra remains "the real deal." Andrew draws a parallel to the Galaxy Note 10 lineup, where the non-Ultra version shipped with meaningfully inferior specs, warning the same dynamic may disadvantage consumers who just want to pick their preferred size.
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Marques and David break down Polestar's forced US exit. A US government order prohibiting vehicles running software from Chinese-linked companies is the culprit — Polestar is a sub-brand of Geely, a major Chinese automaker. The confusing wrinkle: Volvo, also owned by Geely, appears to have been exempted, possibly because Volvo has a longer-established US presence. Both Polestar and Volvo run Android Automotive, which is made by Google. David speculates the government may simply not understand the technical nuances — a pattern he's seen with other bans on Chinese tech brands. [1] — David Imel "Polestar, the EV brand owned by Chinese automaker Geely, is being effectively pushed out of the US market by a government order banning car…" 43:10 Polestar will sell remaining inventory but can't sell new vehicles beyond MY2027. The hosts agree it's a shame: the Polestar 2 was a solid option, and US consumers already have fewer EV choices than most other major markets.
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David explains WhatsApp's new username system, where users can set a public handle and share it instead of their phone number. A key privacy feature: strangers who find your username still can't message you without a private code, so the username alone isn't enough to initiate contact. David links this to his and Adam's old takes — Adam made a video six years ago arguing the world should move away from phone numbers to usernames, which was controversial at the time but feels prescient now. [1] — David Imel "WhatsApp launched usernames, allowing users to share a handle instead of a phone number. A private code system means strangers with your us…" 45:20 The group debates whether the private code system defeats the purpose of having a username (Andrew's skepticism) versus whether it's just a sensible privacy layer. Meta's integration between WhatsApp and Instagram usernames is noted, though EU regulatory tensions between the two apps complicate how closely tied they can be.
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Andrew leads the segment with Sony's announcement that new PlayStation game discs will no longer be produced after January 2028. He plays devil's advocate for Sony: physical disc sales are declining, PC gaming has been disc-free for years, digital is more environmentally friendly, and profit margins are better. But then David drops the bombshell that really reframes the debate: Sony also just wiped purchased movies from the PlayStation Store when its licensing deals expired, offering no refunds to buyers unless they owned a physical disc. [2] — David Imel "Sony announced that as of January 2028, it will stop producing physical discs for new PlayStation games. But even more alarming: Sony also …" 48:25 David calls this 'digital serfdom' — the condition of believing you own something you've only licensed. He invokes the PS4's famous 'how to share games on PS4' video — which showed one person handing another person a disc — as a prescient piece of corporate irony that has now aged poorly. [1] — David Imel "We are living in modern digital serfdom. You do not own anything. You are renting a license by paying money and it's bad." 51:13 The Sony video contrasts bitterly with the current announcement, echoing Netflix's infamous password-sharing tweet.
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Mariah joins the conversation to add crucial context to the disc-ending debate. Multiple major storefronts have already closed — the Wii U eShop, Nintendo 3DS Shop, Xbox 360 marketplace — erasing games that existed only in digital form. [1] — Mariah "Mariah (the guest gamer) warned that relying entirely on digital storefronts puts game preservation at risk. Multiple Nintendo and Xbox sto…" 52:16 She says she doesn't inherently oppose reducing e-waste or improving console economics, but she doesn't trust companies to preserve gaming history. She highlights the Video Game History Foundation as a nonprofit working to archive and provide researcher access to historically significant games. She praises YouTuber The Completionist, who downloaded every single game from the Nintendo Wii U eShop before it shut down and donated the archive to the Foundation. David jokes that a decentralized peer-to-peer protocol could seed all these games publicly — getting immediately shouted down by the room — before conceding the point that centralized corporate archives are fragile and unreliable.
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David recaps the dbrand Companion Cube saga: the accessories company made a stunning Companion Cube-themed faceplate for Valve's Steam Machine, complete with a Portal-universe launch video featuring Cave Johnson's voice, Portal robots, and production values that made it look like an official Valve product. It wasn't. The product sold out in Japan almost instantly and became dbrand's second-fastest ever seller, behind only the Killswitch for Nintendo Switch. [1] — David Imel "dbrand Companion Cube: 2nd fastest seller: The dbrand Companion Cube Steam Machine accessory was their second-fastest selling product ever,…" 58:30 Valve said no to a licensing deal; dbrand posted a transparent apology on Reddit admitting they should have asked first. The hosts note this is consistent with dbrand's brand of operating "fast and loose" — past examples include the dark plates for PlayStation with the tagline "sue us, Sony" and leaking cases for unreleased phones. Andrew adds that while the Companion Cube won't see the light of day officially, the Steam Machine's mod-friendly design means 3D-printed alternatives are already coming.
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Marques slips in a quick segue about the Ferrari Luce — the luxury EV previously discussed on the podcast — noting that all 88 units allocated to the Chinese market sold out immediately. The number 88 catches the group's attention: David connects it to the Chinese cultural significance of 8 as a lucky number, which also explains why Qualcomm brands its top Snapdragon tier as the '8 series' in China. The brief aside lands as a fun punctuation mark on the product's demand story, with Andrew joking that only Marques could engineer a segue that cleanly.
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The mid-episode break features sponsor reads for BetterHelp and KPMG. The BetterHelp read cites their own 2026 State of Stigma report: 85% of Americans believe seeking mental health support is a smart choice, yet 74% say society still discourages people from asking for help. More than 3 in 4 Americans reported anxiety or depression symptoms in the past two weeks. The read positions online therapy as accessible and destigmatized, with a match-based system and 69% of users showing meaningful improvement. KPMG pitches its Adaptability Index — a data-driven tool for evaluating how well an organization's culture, strategy, and partnerships position it for disruption.
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Andrew opens the final segment with two AI companies that have been confusing him on Twitter. The first is Poke — an AI personal assistant that lives inside iMessage (and WhatsApp and Telegram), has access to your Google accounts, and periodically texts you throughout the day with reminders and observations in lowercase Gen-Z slang. David tried it for a day and found it unsettlingly accurate about his life. The unusual onboarding: you literally negotiate your monthly subscription with the AI, and users have bargained it down to 99 cents or even free. [1] — David Imel "Poke is an AI assistant that lives inside iMessage, has access to all your data, texts you unprompted, and uses Gen Z slang with no capital…" 1:03:32 The PokeHumans tier — $199/month — escalates tasks the AI can't handle to actual humans, which Andrew compares unfavorably to a slow call center. The 'human element' for a service designed to be a personal AI concierge struck both hosts as fundamentally contradictory — and expensive, at minimum wage rates for human labor.
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Andrew's second confusing AI company is Taste Labs, which has positioned itself as ending AI design slop by curating high-quality training data to give AI models genuine aesthetic taste. Andrew's critique: you can't train taste without just making the curated aesthetic the new slop. David agrees the design pendulum metaphor is apt — once everything looks uniformly good, 'good' becomes bland, and the cycle resets toward intentional ugliness as the new hip. [1] — Andrew Manganelli "Taste Labs raised money on the premise of giving AI models 'taste' to stop AI design from looking generic. Andrew and David were unconvince…" 1:09:35 The hosts also riff on the Chobani Serif font as a case study: a beautiful typeface originally commissioned by a yogurt brand that has now been adopted by so many brands it risks becoming cliché. Anthropic's soft-serif, newsprint-influenced logo gets name-dropped as another example of the warm-AI-branding trend that risks becoming the next design slop. Andrew's closing verdict: 'We're not ending AI slop. We're just making different slop with a little garnish on top — and then the garnish gets wilted.'
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Trivia payoff time. Adam reveals the maxed-out MacBook Pro costs $10,149 — Marques's estimate of $9,550 wins the round over Andrew's $8,500 and David's $12,000, tying Marques and David at 32 points each with Andrew at 27. [1] — Adam Malina "Maxed MacBook Pro price: A maxed-out 16-inch MacBook Pro with M5 Max, 128GB RAM, and 8TB SSD now costs $10,149 after Apple's price increase…" 1:19:34 Ellis (Rufus) then reads his trivia question: which Apple product has increased in price over 2.5x since its 2019 launch? The hosts guess AirPods and Apple One. The answer: Apple TV Plus, which launched at $4.99/month and now costs $12.99/month. David notes he almost wrote 'Apple One' — which is close, since the Apple TV Plus subscription is included. The scoreboard update prompts some friendly banter about strangers stopping hosts on the street to compliment or commiserate over their trivia performance.
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Marques closes the main episode noting the studio has climbed to about 80 degrees — notably warmer than when they started — proving the slow-boil metaphor from the cold open was apt after all. He asks listeners to leave a birthday comment for Ellis (Rufus Mulhaupt), playfully instructing them to specifically note it's not his 32nd birthday and to call him 'Unc.' Andrew reads the production credits, crediting Adam Malina and Rufus Mulhaupt as producers and noting Vox Media Podcast Network partnership and outro music by Vane Still. Post-outro sponsor reads cover Fetch Pet Insurance (up to 90% reimbursement on vet bills) and Pure Leaf Mental Focus sparkling iced tea.
- Unified memory
- Apple's architecture where CPU, GPU, and Neural Engine share a single pool of RAM on the same chip, enabling extremely fast data access — contrasted with separate memory modules in traditional PCs.
- RAM shortage
- A global shortfall in DRAM (dynamic random-access memory) supply, exacerbated by surging demand from AI data centers, leading to higher prices for consumer electronics that use memory chips.
- AI slop
- Colloquial term for low-quality, generic, or indistinguishable content produced by AI systems, especially AI-generated images and designs that all look alike due to training on similar data.
- Digital serfdom
- The condition of paying for digital goods (games, movies, apps) while only receiving a revocable license rather than true ownership, leaving consumers vulnerable to losing access when companies revoke licenses.
- M5 Ultra / M6 / M7
- Apple's internally-designed system-on-chip generations; each generation comes in Base, Pro, Max, and Ultra tiers. The hosts discuss Apple reportedly skipping M6 Pro and M6 Max, going straight to a full M7 lineup.
- STL file
- A 3D printing file format (Standard Triangle Language) used to define the geometry of a physical object for 3D printers; mentioned in relation to fan-made Steam Machine accessories.
- Android Automotive
- Google's in-car operating system platform, separate from Android Auto, built into the car's own infotainment system — used by Polestar and Volvo.
- Geely
- A large Chinese automotive conglomerate that owns both Volvo and Polestar, the latter of which is being forced out of the US market over Chinese software concerns.
- Companion Cube
- An iconic prop from Valve's Portal video game series — a pink cube with a heart motif. dbrand made a Portal-themed Steam Machine accessory around it before Valve forced them to stop.
- Video Game History Foundation
- A nonprofit organization dedicated to preserving video games and gaming history, providing researchers and the public with access to games that would otherwise be lost when digital storefronts close.
- eShop
- Nintendo's digital game storefront for platforms including the Wii U and 3DS, which shut down in 2023, deleting access to games that were never released physically.
- Nano Texture
- Apple's anti-glare matte display coating option, available as a premium add-on for certain MacBook Pro and Pro Display XDR models, adding to the overall cost.
- PokeHumans
- The premium tier of the Poke AI assistant app ($199/month) that escalates tasks the AI cannot complete to human operators, functioning like an AI-fronted personal concierge service.
- Chobani Serif
- A custom typeface created for the Chobani yogurt brand, noted by the hosts for its wide adoption across tech and media companies seeking a warm, premium, humanistic typographic aesthetic.
- Pendulum cycle (design)
- The cyclical nature of design trends, where styles become mainstream, then feel dated, prompting a swing to the opposite aesthetic — used here to critique the idea that AI can permanently improve design quality.
- Perismenopause / perimenopause
- The transitional period before menopause, which can begin up to 10 years earlier (as young as 35), characterized by symptoms like night sweats, mood changes, and weight gain; mentioned in a sponsor read.
- Boiling frog
- A popular metaphor (and confirmed myth) suggesting a frog placed in slowly heating water won't jump out — used colloquially to describe people not noticing gradual worsening conditions. Biologists confirm frogs will actually escape.
- Subsidize (pricing)
- In product pricing, when revenue from one product or segment is used to offset losses or justify lower prices in another — the hosts suggest Apple is using Mac price hikes to subsidize keeping iPhone prices stable.
Chapter 3 · 06:28
Apple Raises Prices on Almost Everything
On a Thursday, Apple briefly took its store offline and returned with new prices across virtually every product it sells. Marques walks through the full landscape: the MacBook Neo jumps from $599 to $699 [1] — Marques Brownlee "Apple dropped sweeping price hikes across nearly its entire hardware lineup, driven by unprecedented RAM shortages and AI data center deman…" 06:28 , the M4 Mac Studio rises $500, the M3 Ultra Mac Studio climbs a staggering $1,300, and the iPad Air 11-inch moves from $599 to $749 [2] — Marques Brownlee "Apple TV price hike ~40%: The Apple TV jumped from $129 to $199, one of the highest percentage increases across Apple's lineup." 11:57 — a shift that Marques argues pushes it into a psychologically different price tier. The Apple TV's jump from $129 to $199 is called out as perhaps the highest percentage increase of the bunch — nearly 40% — for a product with almost no RAM. [2] — Marques Brownlee "Apple TV price hike ~40%: The Apple TV jumped from $129 to $199, one of the highest percentage increases across Apple's lineup." 11:57 The HomePod mini goes from $99 to $129. Apple Vision Pro, by contrast, rose only $200, which Andrew attributes partly to optics and partly to poor sales volume. The hosts note that the increases don't directly track to each product's RAM content, suggesting Apple is cross-subsidizing some products with revenues from others.
Claims made here
Apple Vision Pro only increased in price by $200 despite sweeping price hikes across the lineup.
Apple's MacBook Neo starting price rose from $599 to $699 following the RAM shortage-driven price increases.
The iPad Air (11-inch) went from $599 to $749, a $150 increase.
Apple TV's price rose from $129 to $199, representing approximately a 40% price increase.
The HomePod mini increased in price from $99 to $129, and the full HomePod from $299 to $349.
Apple dropped sweeping price hikes across nearly its entire hardware lineup, driven by unprecedented RAM shortages and AI data center demand. iPhones were spared, but almost everything else — from the MacBook Neo to the Apple TV to the HomePod mini — got more expensive, with some increases exceeding 40%.
The M3 Ultra Mac Studio saw a $1,300 price increase, one of the largest absolute dollar increases in the Apple lineup.
Apple Vision Pro only went up $200 despite a sweeping price increase across products, likely due to low sales volume.
The MacBook Neo starting price rose from $599 to $699, ending what had been one of Apple's most competitively priced products.
iPad Air 11-inch jumped from $599 to $749, moving it into a noticeably different price bracket.
The Apple TV went from $129 to $199 — a near-40% price spike for a product that barely uses any RAM. The hosts couldn't explain why it needed to go up at all, suggesting Apple may be using low-volume products to cross-subsidize price stability on high-volume items like the iPhone.
The Apple TV jumped from $129 to $199, one of the highest percentage increases across Apple's lineup.
Chapter 4 · 13:50
Are Apple's Price Hikes Permanent? The Debate
Marques opens the argument for temporary: Apple has framed these as emergency responses to an unprecedented memory pricing spike, suggesting they'd ideally return to normal pricing once the crisis passes. Andrew counters with the 'capitalist way back' — instead of actually lowering prices, Apple will simply offer more compute at the same elevated price on the next product cycle, calling it better value. [1] — Marques Brownlee "The hosts debated whether Apple's price hikes are temporary or permanent, with the majority landing on permanent. The inflation argument is…" 13:55 David jumps in with the global context: the US has historically been shielded from the real cost of technology compared to other markets, and that insulation is now eroding. The inflationary argument seals the case for most: if the RAM crisis lasts two more years, $699 for a MacBook Neo just becomes the baseline reality — the 'new norm.' The hosts cite gas prices as the closest comparable (a commodity that does fluctuate), but acknowledge tech hardware has almost no historical precedent for meaningful price rollbacks once raised.
The hosts debated whether Apple's price hikes are temporary or permanent, with the majority landing on permanent. The inflation argument is strong: if this lasts years, $699 for a MacBook Neo just becomes the new normal. History shows almost no examples of tech prices coming back down after spikes.
Chapter 5 · 18:20
iPhone Pricing: Will the iPhone 18 Get More Expensive?
The conversation pivots to the iPhone, the one major product Apple hasn't raised prices on yet. Marques argues Apple strategically can't afford to raise iPhone prices dramatically — the volume is too high and the competitive stakes too great. He predicts the iPhone 18 base model won't see a dramatic jump, possibly landing at $849 instead of $799. David notes that Apple already moved the base storage to 256GB with the iPhone 17, which leaves fewer tricks for future value-adds. The folding iPhone, however, is a different story — estimates now run from $2,100 to over $2,600. The discussion lands on a rueful callback: "Remember that 3 or 4 months when Apple had several of the best-priced pieces of tech in the world? That was fun."
Chapter 6 · 21:00
Apple Silicon Roadmap: Skipping M6 Pro and Max, Waiting for M7 Ultra
David raises the news that the long-anticipated MacBook Ultra laptop — a design with a new form factor and improved screen — may be delayed until Apple's M7 chip generation. Bloomberg-sourced reporting cited on 9to5Mac indicates Apple will release only a base M6 chip, skipping M6 Pro and Max entirely, before restarting the full Pro/Max/Ultra cycle with M7. [1] — Marques Brownlee "Bloomberg sources say Apple will skip the M6 Pro and M6 Max chips entirely, releasing only a base M6 before restarting the full lineup with…" 24:27 Marques notes grimly that he's been waiting for an Ultra chip update in the Mac lineup since M3 Ultra — M4 had no Ultra, M5 has no Ultra, and now M6 will have no Ultra, meaning M7 Ultra is the next hope. The group estimates a MacBook Ultra starting at $6,000–$6,500 base, easily cracking $10,000 with RAM upgrades. David's conspiracy theory arrives here: OpenAI and Anthropic may benefit from expensive RAM because it prevents consumers from running local open-source AI models cheaply on Mac hardware, forcing reliance on paid cloud AI services. [2] — David Imel "David Imel floated a conspiracy theory: OpenAI and Anthropic may have deliberately caused the RAM crisis to make running local, open-source…" 27:09
Claims made here
Apple reportedly plans to skip the M6 Pro and M6 Max chips, releasing only a base M6, then restarting the full lineup with M7.
Bloomberg sources say Apple will skip the M6 Pro and M6 Max chips entirely, releasing only a base M6 before restarting the full lineup with M7. That means the long-awaited MacBook Ultra won't arrive until the M7 generation — and by then, starting prices could hit $6,500 or more.
Apple reportedly plans to release only a base M6 chip, skipping Pro and Max variants, and will revive the full lineup with M7.
David Imel floated a conspiracy theory: OpenAI and Anthropic may have deliberately caused the RAM crisis to make running local, open-source AI models prohibitively expensive, forcing users to stay on cloud-based paid AI services. It's tongue-in-cheek, but the economic incentive is real.
Chapter 7 · 27:20
Trivia Question 1: Mac Studio Pricing & Shopify/Framer/Quince Ads
Before the break, Adam poses the first trivia question: without checking Apple's website, guess the current price of a fully maxed-out 16-inch MacBook Pro (M5 Max, 128GB unified memory, 8TB SSD, Nano Texture display). The hosts jot down their guesses in secret. The break segment covers three sponsors: Shopify (free trial, pitching e-commerce tools), Framer (30% off Pro annual plan for a visual website builder with AI agents), and Quince (free shipping, summer apparel at 50–80% below similar brands). Andrew gets in a charming Quince read that mentions buying his daughter Lane a dinosaur swimsuit.
Claims made here
The most powerful M3 Ultra Mac Studio with 96GB RAM and 16TB storage costs $14,299.
The most powerful M3 Ultra Mac Studio with 96GB RAM and 16TB storage now costs $14,299.
The trivia answer revealed a maxed-out 16-inch MacBook Pro (M5 Max, 128GB, 8TB SSD, Nano Texture) now costs $10,149. Marques guessed $9,550, David guessed $12,000, and Andrew went with $8,500. The moment crystallized just how expensive Apple's high-end lineup has become.
Chapter 8 · 35:20
Samsung Galaxy Z Fold Wide: A Chess Move Against Apple's Foldable
Samsung deleted the grid from its Instagram and began posting cryptic aspect-ratio teasers pointing to a new, wider foldable phone — tentatively called the Galaxy Z Fold 8 or Galaxy Z Fold Wide. The hosts discuss leak images from a case manufacturer showing the device appears to have only two cameras and a roughly 3:2 aspect ratio, reminiscent of the original Pixel Fold and Oppo Find N. Marques articulates his theory: Samsung is deliberately releasing this as a slightly compromised, lower-tier Fold, while keeping the candy-bar-style Fold 8 Ultra as the flagship. [1] — Marques Brownlee "Samsung is teasing a new wide-aspect (passport-shaped) foldable, expected to arrive before Apple's first folding iPhone. Marques argued thi…" 35:46 When Apple's first foldable iPhone arrives — also expected in a similar wide format with dual cameras — Samsung can market its product as "the compromised shape" that Apple copied, while its Ultra remains "the real deal." Andrew draws a parallel to the Galaxy Note 10 lineup, where the non-Ultra version shipped with meaningfully inferior specs, warning the same dynamic may disadvantage consumers who just want to pick their preferred size.
Samsung is teasing a new wide-aspect (passport-shaped) foldable, expected to arrive before Apple's first folding iPhone. Marques argued this is clever chess: by releasing a wide-format foldable as a lower-tier 'Fold 8' with dual cameras, Samsung frames Apple's similarly-shaped foldable as the compromise product — while Samsung's candy-bar Ultra remains the premium.
Chapter 9 · 43:10
Polestar Leaving the US Market
Marques and David break down Polestar's forced US exit. A US government order prohibiting vehicles running software from Chinese-linked companies is the culprit — Polestar is a sub-brand of Geely, a major Chinese automaker. The confusing wrinkle: Volvo, also owned by Geely, appears to have been exempted, possibly because Volvo has a longer-established US presence. Both Polestar and Volvo run Android Automotive, which is made by Google. David speculates the government may simply not understand the technical nuances — a pattern he's seen with other bans on Chinese tech brands. [1] — David Imel "Polestar, the EV brand owned by Chinese automaker Geely, is being effectively pushed out of the US market by a government order banning car…" 43:10 Polestar will sell remaining inventory but can't sell new vehicles beyond MY2027. The hosts agree it's a shame: the Polestar 2 was a solid option, and US consumers already have fewer EV choices than most other major markets.
Claims made here
Polestar will be prohibited from selling new vehicles in the US after model year 2027 due to a US government order banning cars running Chinese software.
Polestar, the EV brand owned by Chinese automaker Geely, is being effectively pushed out of the US market by a government order banning cars running Chinese software. Sales will cease after model year 2027. The hosts lamented the loss of a genuine alternative in an already limited EV market.
Polestar will stop selling in the US after model year 2027 due to a US government ban on Chinese-linked automotive software.
Chapter 10 · 45:20
WhatsApp Usernames: The End of Phone Numbers?
David explains WhatsApp's new username system, where users can set a public handle and share it instead of their phone number. A key privacy feature: strangers who find your username still can't message you without a private code, so the username alone isn't enough to initiate contact. David links this to his and Adam's old takes — Adam made a video six years ago arguing the world should move away from phone numbers to usernames, which was controversial at the time but feels prescient now. [1] — David Imel "WhatsApp launched usernames, allowing users to share a handle instead of a phone number. A private code system means strangers with your us…" 45:20 The group debates whether the private code system defeats the purpose of having a username (Andrew's skepticism) versus whether it's just a sensible privacy layer. Meta's integration between WhatsApp and Instagram usernames is noted, though EU regulatory tensions between the two apps complicate how closely tied they can be.
WhatsApp launched usernames, allowing users to share a handle instead of a phone number. A private code system means strangers with your username still can't message you without your explicit permission. Marques's main complaint: his username was obviously already taken.
Chapter 11 · 48:25
PlayStation Kills Physical Discs — And the Digital Ownership Problem
Andrew leads the segment with Sony's announcement that new PlayStation game discs will no longer be produced after January 2028. He plays devil's advocate for Sony: physical disc sales are declining, PC gaming has been disc-free for years, digital is more environmentally friendly, and profit margins are better. But then David drops the bombshell that really reframes the debate: Sony also just wiped purchased movies from the PlayStation Store when its licensing deals expired, offering no refunds to buyers unless they owned a physical disc. [2] — David Imel "Sony announced that as of January 2028, it will stop producing physical discs for new PlayStation games. But even more alarming: Sony also …" 48:25 David calls this 'digital serfdom' — the condition of believing you own something you've only licensed. He invokes the PS4's famous 'how to share games on PS4' video — which showed one person handing another person a disc — as a prescient piece of corporate irony that has now aged poorly. [1] — David Imel "We are living in modern digital serfdom. You do not own anything. You are renting a license by paying money and it's bad." 51:13 The Sony video contrasts bitterly with the current announcement, echoing Netflix's infamous password-sharing tweet.
Claims made here
Sony will stop producing physical game discs for new PlayStation titles starting January 2028.
Sony removed movies that customers had already purchased from the PlayStation Store after licensing deals expired, with no refunds offered.
Sony announced that as of January 2028, it will stop producing physical discs for new PlayStation games. But even more alarming: Sony also removed movies people had already purchased from the PlayStation Store after licensing deals expired, with no refunds. David called it 'digital serfdom' — you never truly own digital purchases.
Sony announced it will stop producing physical game discs for new PlayStation titles starting January 2028.
Mariah (the guest gamer) warned that relying entirely on digital storefronts puts game preservation at risk. Multiple Nintendo and Xbox storefronts have already shut down, erasing access to games — especially indie titles. She praised YouTuber The Completionist for downloading the entire Wii U eShop before it closed and donating it to the Video Game History Foundation.
Chapter 12 · 52:20
Game Preservation, The Completionist, and the Video Game History Foundation
Mariah joins the conversation to add crucial context to the disc-ending debate. Multiple major storefronts have already closed — the Wii U eShop, Nintendo 3DS Shop, Xbox 360 marketplace — erasing games that existed only in digital form. [1] — Mariah "Mariah (the guest gamer) warned that relying entirely on digital storefronts puts game preservation at risk. Multiple Nintendo and Xbox sto…" 52:16 She says she doesn't inherently oppose reducing e-waste or improving console economics, but she doesn't trust companies to preserve gaming history. She highlights the Video Game History Foundation as a nonprofit working to archive and provide researcher access to historically significant games. She praises YouTuber The Completionist, who downloaded every single game from the Nintendo Wii U eShop before it shut down and donated the archive to the Foundation. David jokes that a decentralized peer-to-peer protocol could seed all these games publicly — getting immediately shouted down by the room — before conceding the point that centralized corporate archives are fragile and unreliable.
Chapter 13 · 56:00
dbrand Companion Cube: Fastest Seller That Never Made It
David recaps the dbrand Companion Cube saga: the accessories company made a stunning Companion Cube-themed faceplate for Valve's Steam Machine, complete with a Portal-universe launch video featuring Cave Johnson's voice, Portal robots, and production values that made it look like an official Valve product. It wasn't. The product sold out in Japan almost instantly and became dbrand's second-fastest ever seller, behind only the Killswitch for Nintendo Switch. [1] — David Imel "dbrand Companion Cube: 2nd fastest seller: The dbrand Companion Cube Steam Machine accessory was their second-fastest selling product ever,…" 58:30 Valve said no to a licensing deal; dbrand posted a transparent apology on Reddit admitting they should have asked first. The hosts note this is consistent with dbrand's brand of operating "fast and loose" — past examples include the dark plates for PlayStation with the tagline "sue us, Sony" and leaking cases for unreleased phones. Andrew adds that while the Companion Cube won't see the light of day officially, the Steam Machine's mod-friendly design means 3D-printed alternatives are already coming.
Claims made here
dbrand's Companion Cube Steam Machine accessory was their second-fastest selling product ever, behind only the Killswitch case for Nintendo Switch.
The dbrand Companion Cube Steam Machine accessory was their second-fastest selling product ever, behind only the Killswitch case for Nintendo Switch.
Chapter 14 · 58:55
Ferrari Luce Sells Out in China: 88 Units
Marques slips in a quick segue about the Ferrari Luce — the luxury EV previously discussed on the podcast — noting that all 88 units allocated to the Chinese market sold out immediately. The number 88 catches the group's attention: David connects it to the Chinese cultural significance of 8 as a lucky number, which also explains why Qualcomm brands its top Snapdragon tier as the '8 series' in China. The brief aside lands as a fun punctuation mark on the product's demand story, with Andrew joking that only Marques could engineer a segue that cleanly.
Claims made here
All 88 Ferrari Luce units allocated to the Chinese market sold out instantly.
The number 8 is considered lucky in Chinese culture, which may be why Qualcomm uses '8 series' for its flagship Snapdragon chips in that market.
Chapter 15 · 1:00:10
Trivia Break: BetterHelp & KPMG Sponsor Reads
The mid-episode break features sponsor reads for BetterHelp and KPMG. The BetterHelp read cites their own 2026 State of Stigma report: 85% of Americans believe seeking mental health support is a smart choice, yet 74% say society still discourages people from asking for help. More than 3 in 4 Americans reported anxiety or depression symptoms in the past two weeks. The read positions online therapy as accessible and destigmatized, with a match-based system and 69% of users showing meaningful improvement. KPMG pitches its Adaptability Index — a data-driven tool for evaluating how well an organization's culture, strategy, and partnerships position it for disruption.
Claims made here
BetterHelp's 2026 State of Stigma report found that 85% of Americans say getting support is a smart thing to do, yet 74% say society still discourages people from asking for help.
More than 3 in 4 Americans reported symptoms of anxiety or depression in the past two weeks.
Poke is an AI assistant that lives inside iMessage, has access to all your data, texts you unprompted, and uses Gen Z slang with no capitalization. Its 'PokeHumans' tier adds actual human operators for $199/month — which the hosts compared to a very slow, very expensive customer service hotline. Setup requires haggling with the AI over the price.
Chapter 16 · 1:04:00
Poke AI: The Sarcastic Assistant That Haggles and Costs $199/Month
Andrew opens the final segment with two AI companies that have been confusing him on Twitter. The first is Poke — an AI personal assistant that lives inside iMessage (and WhatsApp and Telegram), has access to your Google accounts, and periodically texts you throughout the day with reminders and observations in lowercase Gen-Z slang. David tried it for a day and found it unsettlingly accurate about his life. The unusual onboarding: you literally negotiate your monthly subscription with the AI, and users have bargained it down to 99 cents or even free. [1] — David Imel "Poke is an AI assistant that lives inside iMessage, has access to all your data, texts you unprompted, and uses Gen Z slang with no capital…" 1:03:32 The PokeHumans tier — $199/month — escalates tasks the AI can't handle to actual humans, which Andrew compares unfavorably to a slow call center. The 'human element' for a service designed to be a personal AI concierge struck both hosts as fundamentally contradictory — and expensive, at minimum wage rates for human labor.
Claims made here
The Poke AI app's PokeHumans premium tier costs $199 per month.
Poke's human-assisted AI service (PokeHumans) costs $199 per month, more than most traditional personal assistant services.
Chapter 17 · 1:09:35
Taste Labs: Can You Train Taste Into AI?
Andrew's second confusing AI company is Taste Labs, which has positioned itself as ending AI design slop by curating high-quality training data to give AI models genuine aesthetic taste. Andrew's critique: you can't train taste without just making the curated aesthetic the new slop. David agrees the design pendulum metaphor is apt — once everything looks uniformly good, 'good' becomes bland, and the cycle resets toward intentional ugliness as the new hip. [1] — Andrew Manganelli "Taste Labs raised money on the premise of giving AI models 'taste' to stop AI design from looking generic. Andrew and David were unconvince…" 1:09:35 The hosts also riff on the Chobani Serif font as a case study: a beautiful typeface originally commissioned by a yogurt brand that has now been adopted by so many brands it risks becoming cliché. Anthropic's soft-serif, newsprint-influenced logo gets name-dropped as another example of the warm-AI-branding trend that risks becoming the next design slop. Andrew's closing verdict: 'We're not ending AI slop. We're just making different slop with a little garnish on top — and then the garnish gets wilted.'
Taste Labs raised money on the premise of giving AI models 'taste' to stop AI design from looking generic. Andrew and David were unconvinced: curating better training data just makes that style the next AI slop. David added that design trends are a pendulum — the better AI design gets uniformly, the faster it starts to look dated.
Chapter 18 · 1:17:40
Trivia Answers & Final Scores
Trivia payoff time. Adam reveals the maxed-out MacBook Pro costs $10,149 — Marques's estimate of $9,550 wins the round over Andrew's $8,500 and David's $12,000, tying Marques and David at 32 points each with Andrew at 27. [1] — Adam Malina "Maxed MacBook Pro price: A maxed-out 16-inch MacBook Pro with M5 Max, 128GB RAM, and 8TB SSD now costs $10,149 after Apple's price increase…" 1:19:34 Ellis (Rufus) then reads his trivia question: which Apple product has increased in price over 2.5x since its 2019 launch? The hosts guess AirPods and Apple One. The answer: Apple TV Plus, which launched at $4.99/month and now costs $12.99/month. David notes he almost wrote 'Apple One' — which is close, since the Apple TV Plus subscription is included. The scoreboard update prompts some friendly banter about strangers stopping hosts on the street to compliment or commiserate over their trivia performance.
Claims made here
A maxed-out 16-inch MacBook Pro with M5 Max, 128GB RAM, and 8TB SSD now costs $10,149.
Apple TV Plus launched at $4.99/month in 2019 and is now $12.99/month — an increase of more than 2.5 times.
No indexed bits in this chapter.
Show stoppers
Snapshots ()
Key Quotes ()
This episode
Cast
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Track
Central subject of the episode — Apple raised prices across nearly all hardware products due to global RAM shortages.
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Discussed for teasing a new wide-format Galaxy Z Fold foldable phone, seen as a strategic preemptive move before Apple's first folding iPhone.
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Swedish EV brand owned by China's Geely, being forced out of the US market after model year 2027 due to a government ban on Chinese automotive software.
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Made a Portal-themed Companion Cube accessory for the Steam Machine that sold out instantly but was pulled after Valve denied a licensing deal.
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Announced it will end physical game disc production for new PlayStation titles by January 2028, and also removed purchased movies from the PlayStation Store.
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Referenced for the closure of the Wii U and 3DS eShops, which erased access to digital-only games and illustrated the risks of digital-only distribution.
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AI startup claiming to give AI models 'taste' to end generic AI-generated design slop — dismissed by the hosts as counterproductive.
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Refused to grant dbrand a licensing deal for the Companion Cube Steam Machine accessory, forcing the product to be discontinued.
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Mentioned in David Imel's conspiracy theory as a potential beneficiary of the RAM shortage, since high memory prices discourage local AI model use.
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Named alongside OpenAI in the RAM shortage conspiracy theory; Anthropic's logo design also discussed as exemplifying the soft-serif AI branding trend.
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Chinese automotive conglomerate that owns both Volvo and Polestar; its Chinese ownership is why Polestar is being forced out of the US market.
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Cited as the source for the report that Apple will skip M6 Pro and M6 Max chips, jumping straight to a full M7 lineup.
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Nonprofit organization focused on video game preservation, cited by Mariah as a resource for those interested in archiving games from discontinued digital storefronts.
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Apple's professional laptop, central to trivia discussion revealing a maxed-out 16-inch M5 Max model now costs $10,149.
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Apple's pro desktop discussed for its dramatic price increases, with the M3 Ultra model rising by $1,300 and the top config now at $14,299.
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Apple's entry-level MacBook model discussed extensively as its price rose from $599 to $699 in Apple's latest price increases.
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Meta's messaging app launched a username feature, allowing users to share a handle instead of a phone number.
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Valve's handheld gaming PC, referenced as the product for which dbrand made its sold-out Companion Cube accessory.
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Apple's spatial computing headset received only a $200 price increase despite sweeping hikes, attributed to its low sales volume.
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Ferrari's new EV model; all 88 units allocated to China sold out instantly, with 88 likely chosen as a lucky number in Chinese culture.
Stats
This episode
Claims & Sources
Factual claims made this episode, and whether a source was named.
Apple's MacBook Neo starting price rose from $599 to $699 following the RAM shortage-driven price increases.
Apple TV's price rose from $129 to $199, representing approximately a 40% price increase.
The iPad Air (11-inch) went from $599 to $749, a $150 increase.
The M3 Ultra Mac Studio received a $1,300 price increase.
Apple Vision Pro only increased in price by $200 despite sweeping price hikes across the lineup.
The HomePod mini increased in price from $99 to $129, and the full HomePod from $299 to $349.
A maxed-out 16-inch MacBook Pro with M5 Max, 128GB RAM, and 8TB SSD now costs $10,149.
The most powerful M3 Ultra Mac Studio with 96GB RAM and 16TB storage costs $14,299.
Apple reportedly plans to skip the M6 Pro and M6 Max chips, releasing only a base M6, then restarting the full lineup with M7.
Sony will stop producing physical game discs for new PlayStation titles starting January 2028.
Sony removed movies that customers had already purchased from the PlayStation Store after licensing deals expired, with no refunds offered.
Polestar will be prohibited from selling new vehicles in the US after model year 2027 due to a US government order banning cars running Chinese software.
Apple TV Plus launched at $4.99/month in 2019 and is now $12.99/month — an increase of more than 2.5 times.
dbrand's Companion Cube Steam Machine accessory was their second-fastest selling product ever, behind only the Killswitch case for Nintendo Switch.
All 88 Ferrari Luce units allocated to the Chinese market sold out instantly.
The number 8 is considered lucky in Chinese culture, which may be why Qualcomm uses '8 series' for its flagship Snapdragon chips in that market.
BetterHelp's 2026 State of Stigma report found that 85% of Americans say getting support is a smart thing to do, yet 74% say society still discourages people from asking for help.
More than 3 in 4 Americans reported symptoms of anxiety or depression in the past two weeks.
Indeed Sponsored Jobs are 95% more likely to result in a hire than non-sponsored job postings.
The Poke AI app's PokeHumans premium tier costs $199 per month.
Connect
Parsed- Bloomberg - Apple to skip high-end …
- Verge - Polestar to leave the US
- WhatsApp launches usernames
- Verge - PlayStation ending physical…
- DBrand companion cube statement
- The Completionist - Buying every Ni…
- Video game history foundation
- Join the Discord discord.gg/mkbhd
- Intro/Outro music by 20syl bit.ly/2S53xlC