614: $100 Billion Is the Floor - podcast episode cover

614: $100 Billion Is the Floor

Upgrade
May 04, 2026•1 hr 46 min•Ep. 614
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Episode description

Subtitle: 'I'm Bullish on Pokeymans'

We read between the lines of Apple's latest record financial results to see how they will impact future products and aquisitions in the Ternus Era. Plus: An Ultra name conundrum, Johny Srouji's burnout, and F1's stateside debut.

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Links and Show Notes: Get Upgrade+. More content, no ads. Submit Feedback Ted Lasso — Season 4 Official Teaser | Apple TV - YouTube Formula 1 returns to the U.S. this weekend, streaming live on Apple TV - Apple Porsche bleeds six colors – Six Colors Miami GP: Cue talks F1 movie sequel, streaming rights expansion, Ternus’s love for racing - 9to5Mac Porsche bleeds six colors – Six Colors Miami GP: Cue talks F1 movie sequel, streaming rights expansion, Ternus’s love for racing - 9to5Mac Connected #601: I Love Wrists - Relay Apple CEO Tim Cook outs himself as a huge 'Pokeymans' fan | Pokémon Go | The Guardian Apple announces record fiscal second quarter – Six Colors This is Tim (and John and Kevan): Complete transcript of Apple’s Q2 2026 financial call – Six Colors Apple results analysis: Net-net over the moon – Six Colors Apple says supply constraints for Mac mini and Mac Studio to persist for several months - 9to5Mac Apple Stops Selling Mac Mini With 256GB of Storage, Starting Price Rises to $799 - MacRumors Generative AI Fill in Photoshop Feels Like Magic - 512 Pixels iOS 27 Features: Siri Camera Mode; Visual Intelligence Nutrition Info, Contacts - Bloomberg iPhone 18 Pro to have some of Apple’s biggest camera upgrades ever: report - 9to5Mac iPhone Ultra and MacBook Ultra are coming this year, per report - 9to5Mac
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