Apple's $30 Billion Broadcom Deal Is Two Stories. Only One Made the Press Release.
Apple's Broadcom press release is about manufacturing jobs. The SEC filing underneath reveals an AI server chip and an RF filter Apple still can't build.
Analysis and opinion on the decisions, strategies, and forces shaping the technology industry. No press release regurgitation, no hot takes for clicks — just the work of figuring out what's actually happening and why it matters.