I'll provide narrative for the following when/if:
- I have the time;
- I have the energy; and,
- I think I have anything of value to add.
Item: which electronic consumers company has 2.35 billion active devices worldwide? Also, link here. Link here.
Item: the king of AI, Sam Altman acknowledges missteps with upgrade of ChatGPT. Link here. This just happened, in the past 48 hours.
Item: Rivian cuts production due to supply chain issues; particularly and specifically heavy rare earth metals and magnets sourced from China. Link here. Huge misstep for a company so dependent on heavy rare earth metals and magnets.
Item: Tim Cook / Apple considered the odd man out when it comes to AI. Think different. Link here.
Item: Tim Cook is considered the king of logistics; supply chain his #1 focus. Link here.
Item: Apple is sourcing heavy rare earth metals and magnets from US #1 source. Link here. Apple will likely be MP Materials’ #1 customer.
Item: Apple is quietly moving from the most-regulated, most-highly taxed state in the union to one of the least-taxed, least-regulated state. One step at a time. $1 billion at a time. Link here.
Item: MP Materials operations in Ft Worth, Texas. Link here. Alliance Airport, Ft Worth, Texas.
Item: why MP Materials chose Ft Worth, Texas, for its refining and processing operations. Link here.
Item: timeline -- MP Materials moves to Ft Worth, Texas. Link here.
MP Materials is establishing a rare earth metal and magnetics production hub in Fort Worth, Texas, called Independence. This facility will transform rare earth materials from Mountain Pass, California, into metals, alloys, and finished neodymium-iron-boron (NdFeB) permanent magnets. The goal is to create a domestic supply chain for these critical components used in electric vehicles, drones, robotics, and other technologies, reducing reliance on foreign sources.
Item: an impending shootout between Apple's C1 chip and Qualcom's Snapdragon X85.
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Item: services has nothing to do with sales of new iPhones or AI. Services has to do with 2.35 billion active Apple devices worldwide. Growth rate of Apple devices worldwide? Link here.
AI: wouldn't it be interesting if OpenAI offered ChatGPT for free to Apple -- overnight, ChatGPT might be on as many as 2 billion devices!
