2026.14: Apple, Acceleration, and AI
The best Stratechery content from the week of March 30, 2026, including Formula 1 spinning off track, Apple's first and next 50 years, and security and AI.
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Intel and Apple Reportedly Reach Agreement for Chip Manufacturing
Apple and Intel have reportedly reached a preliminary agreement for Intel to once again manufacture chips for Apple hardware. The deal could see Intel begin shipping Apple's M-series processors as early as 2027, marking a significant win for Intel's foundry business and a shift in Apple's supply chain.
Apple taps John Ternus as CEO to replace Tim Cook, who will become chairman
Apple said on Monday that John Ternus is succeeding Tim Cook as CEO, with Cook assuming the role of executive chairman on Sept. 1.
MacBook Neo for $599: Apple's First Real Budget Laptop Is a Genuine Threat to Chromebooks, With Honest Tradeoffs
Apple's MacBook Neo starts at $599 with an A18 Pro chip, Liquid Retina display, and 16-hour battery. Here's what it does well, where it compromises, and who it's really for.
Apple and Intel Reportedly Reach Preliminary Chip Manufacturing Deal
Apple and Intel have reportedly reached a preliminary agreement for Intel to manufacture processors for Apple devices. The deal, a significant step for Intel's contract foundry business, could see Intel begin producing Apple's M-series chips as early as 2027, diversifying Apple's supply chain away from TSMC.
Apple's Revamped Siri to Reportedly Offer Auto-Deleting Chats in iOS 27
Apple is reportedly planning to enhance Siri in iOS 27 with an auto-deleting chat history feature, according to new reports. Users will be able to choose how long their chat histories are stored, from 30 days to indefinitely, as Apple aims to leverage its reputation for privacy as a differentiator in the AI market.
OpenAI Considers Legal Action Against Apple Over ChatGPT Integration
OpenAI is reportedly exploring legal options, including a potential breach of contract notice, against Apple. The dissatisfaction stems from the integration of ChatGPT into Apple's products, which has allegedly failed to meet performance and revenue expectations, leaving OpenAI feeling "burned" by the deal.
Save $250 on Apple's M4 MacBook Air with 32GB RAM
With memory prices increasing in the tech space, these deals on Apple's M4 MacBook Air with a bump up to 32GB of RAM are especially enticing. Save $250 on two 13-inch MacBook Air configs with 32GB RAM. Apple Authorized Reseller B&H Photo is knocking $250 off two popular 13-inch MacBook Air configurations that sport 32GB of unified memory. Save $250 on select M4 MacBook Airs Continue Reading on AppleInsider | Discuss on our Forums
Apple Reports Mac Shortages Driven by AI Demand
Apple is experiencing supply shortages for its Mac mini, Mac Studio, and Neo models, which the company attributes to a surprising surge in demand driven by AI-related needs. The base M4 Mac mini is sold out on Apple's website, leading to inflated prices on third-party sites like eBay.
Apple Partners with Google to Use Gemini AI for Siri and Other Features
Apple has officially partnered with Google to integrate its Gemini AI models to power future Apple Intelligence features, including a significant upgrade for Siri. The collaboration will leverage Google's cloud technology to enhance Apple's AI capabilities.
Apple’s Trade-Secret Bombshell Puts OpenAI’s Hardware Dream on a Legal Knife-Edge
Apple has filed a lawsuit against OpenAI, alleging a coordinated effort to steal trade secrets and confidential information from former Apple employees to benefit OpenAI's development of AI-powered hardware. OpenAI has stated it is not aware of any evidence supporting the complaint.
Intel and Apple Reportedly Reach Preliminary Chip Manufacturing Deal
Intel and Apple have reportedly reached a preliminary agreement for Intel to manufacture processors for Apple devices. The deal is seen as a major step for Intel's contract foundry business and would help diversify Apple's supply chain away from its current reliance on TSMC.