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VOICE ARCHIVE

Ben Bajarin

@benbajarin
859 posts
2026-03-06
In case folks need the context, the majority of consumer PCs sold annually (~120-140M depending on the year) are in the sub $700-800 price tier. 95% or more Windows-based. In markets outside US price tier is under $600. This is where Apple is targeting Macbook Neo.
2026-03-06 View on X
Windows Central

Apple's MacBook Neo is a serious threat to OEMs like HP, Lenovo, and Dell, as their $599 laptops seem inferior and Windows 11's reputation is at an all-time low

2026-03-05
In case folks need the context, the majority of consumer PCs sold annually (~120-140M depending on the year) are in the sub $700-800 price tier. 95% or more Windows-based. In markets outside US price tier is under $600. This is where Apple is targeting Macbook Neo.
2026-03-05 View on X
Tom's Hardware

Apple unveils the $599+ MacBook Neo, with a 13-inch Liquid Retina display, an A18 Pro chip, side-firing speakers, a 1080p webcam, two USB-C ports, and Touch ID

Apple debuts a new entry-level MacBook at just the right time  —  Apple finally took the wraps off its long-rumored budget laptop.

In case folks need the context, the majority of consumer PCs sold annually (~120-140M depending on the year) are in the sub $700-800 price tier. 95% or more Windows-based. In markets outside US price tier is under $600. This is where Apple is targeting Macbook Neo.
2026-03-05 View on X
Windows Central

Apple's MacBook Neo is a serious threat to OEMs like HP, Lenovo, and Dell, as their $599 laptops seem inferior and Windows 11's reputation is at an all-time low

MacBook Neo is official.  It's $599, with an efficient A18 Pro SoC that offers M1-level performance in an affordable package that prioritizes style above all else.

Apple finally did what I had hoped in bring a budget friendly Mac to market. This single move was always my Mac share growth thesis so it will be interesting to see how consumers react. $599 starting, $699 with more storage and a fingerprint sensor, and $499 for all students.
2026-03-05 View on X
Tom's Hardware

Apple unveils the $599+ MacBook Neo, with a 13-inch Liquid Retina display, an A18 Pro chip, side-firing speakers, a 1080p webcam, two USB-C ports, and Touch ID

Apple debuts a new entry-level MacBook at just the right time  —  Apple finally took the wraps off its long-rumored budget laptop.

In case folks need the context, the majority of consumer PCs sold annually (~120-140M depending on the year) are in the sub $700-800 price tier. 95% or more Windows-based. In markets outside US price tier is under $600. This is where Apple is targeting Macbook Neo.
2026-03-05 View on X
Bloomberg

The MacBook Neo is $599 with 256GB of storage and $699 with Touch ID and 512GB of storage, available in citrus, silver, indigo, and blush colors

and the $599 MacBook Neo may be its smartest pitch yetRajat Saini /The Mac Observer:Apple MacBook Neo Drops RAM to 8GB to Keep Price LowDigiTimes:Apple's $599 MacBook Neo tests a n...

2026-03-04
In case folks need the context, the majority of consumer PCs sold annually (~120-140M depending on the year) are in the sub $700-800 price tier. 95% or more Windows-based. In markets outside US price tier is under $600. This is where Apple is targeting Macbook Neo.
2026-03-04 View on X
Tom's Hardware

Apple unveils the $599+ MacBook Neo, with a 13-inch Liquid Retina display, an A18 Pro chip, side-firing speakers, a 1080p webcam, two USB-C ports, and Touch ID

Apple debuts a new entry-level MacBook at just the right time  —  Apple finally took the wraps off its long-rumored budget laptop.

Our growth model/report on Anthropic may turn out to be pretty right on :) https://thediligencestack.com/ ...
2026-03-04 View on X
Reuters

Sources: some investors push Anthropic to de-escalate its DOD dispute and avoid the “supply-chain risk” designation; source: some Anthropic-DOD talks continue

A main reason why the 8gb of RAM won't be an issue for the type of workloads/web browsing, etc., folks in this price band do regularly.
2026-03-04 View on X
Tom's Hardware

Apple unveils the $599+ MacBook Neo, with a 13-inch Liquid Retina display, an A18 Pro chip, side-firing speakers, a 1080p webcam, two USB-C ports, and Touch ID

Apple debuts a new entry-level MacBook at just the right time  —  Apple finally took the wraps off its long-rumored budget laptop.

Our growth model/report on Anthropic may turn out to be pretty right on :) https://thediligencestack.com/ ...
2026-03-04 View on X
Bloomberg

Sources: Anthropic recently passed $19B in run-rate revenue, up from $9B at the end of 2025 and ~$14B a few weeks ago, as its clash with the US DOD casts doubt

Anthropic PBC is on track to generate annual revenue of almost $20 billion, a projection based on current performance, more than doubling its run rate from late last year …

Apple finally did what I had hoped in bring a budget friendly Mac to market. This single move was always my Mac share growth thesis so it will be interesting to see how consumers react. $599 starting, $699 with more storage and a fingerprint sensor, and $499 for all students.
2026-03-04 View on X
Tom's Hardware

Apple unveils the $599+ MacBook Neo, with a 13-inch Liquid Retina display, an A18 Pro chip, side-firing speakers, a 1080p webcam, two USB-C ports, and Touch ID

Apple debuts a new entry-level MacBook at just the right time  —  Apple finally took the wraps off its long-rumored budget laptop.

A main reason why the 8gb of RAM won't be an issue for the type of workloads/web browsing, etc., folks in this price band do regularly.
2026-03-04 View on X
The Verge

Apple's MacBook Neo uses the A18 Pro that launched in its iPhone 16 range, alongside 8GB of RAM and a headphone jack; Apple discontinued its 12" MacBook in 2019

Stevie Bonifield /The Verge:

In case folks need the context, the majority of consumer PCs sold annually (~120-140M depending on the year) are in the sub $700-800 price tier. 95% or more Windows-based. In markets outside US price tier is under $600. This is where Apple is targeting Macbook Neo.
2026-03-04 View on X
Bloomberg

The MacBook Neo is $599 with 256GB of storage and $699 with Touch ID and 512GB of storage, available in citrus, silver, indigo, and blush colors

Mark Gurman /Bloomberg:

2026-03-01
So AWS is the exclusive provider for OpenAI Frontier, and Azure is the exclusive provider for the OpenAI API.
2026-03-01 View on X
About Amazon

Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS

eventuallyMakenzie Holland /CIO Dive:AWS gains enterprise edge with OpenAI partnershipReuters:OpenAI's $110 billion funding round draws investment from Amazon, Nvidia, SoftBankLuke...

So AWS is the exclusive provider for OpenAI Frontier, and Azure is the exclusive provider for the OpenAI API.
2026-03-01 View on X
On my Om

Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI

My word, the torrent of news keeps coming.  You have hardly had time to digest the news of the $30 billion raise by Anthropic …

2026-02-28
So AWS is the exclusive provider for OpenAI Frontier, and Azure is the exclusive provider for the OpenAI API.
2026-02-28 View on X
Axios

As part of the Amazon-OpenAI deal, the companies plan a “stateful runtime environment” for AWS, letting agents carry context forward to handle ongoing projects

Ina Fried /Axios:

I imagine there are also favorable economics on the inference side of things that help OpenAI's margins and Amazon's as well which is good for ROIC.
2026-02-28 View on X
CNBC

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI announced a $110 billion funding round on Friday, a financing that's more than double the size of its last raise a year ago …

So AWS is the exclusive provider for OpenAI Frontier, and Azure is the exclusive provider for the OpenAI API.
2026-02-28 View on X
About Amazon

Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS

• OpenAI models coming to Amazon Bedrock via a new Stateful Runtime Environment …Tadahiro Kaburaki:So excited about the Amazon-OpenAI announcement after all the work.  Love the gre...

I imagine there are also favorable economics on the inference side of things that help OpenAI's margins and Amazon's as well which is good for ROIC.
2026-02-28 View on X
OpenAI

OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the year to 1.6M

raising the stakes for AI monetizationZac Hall /9to5Mac:ChatGPT approaching 1 billion weekly active users

So AWS is the exclusive provider for OpenAI Frontier, and Azure is the exclusive provider for the OpenAI API.
2026-02-28 View on X
On my Om

Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI

My word, the torrent of news keeps coming.  You have hardly had time to digest the news of the $30 billion raise by Anthropic …

OpenAI also expands, interestingly calling out 3 GW for inference and 2 GW for training, with @nvidia [image]
2026-02-28 View on X
OpenAI

OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the year to 1.6M

raising the stakes for AI monetizationZac Hall /9to5Mac:ChatGPT approaching 1 billion weekly active users