Rory O'Driscoll (General Partner at Scale Venture Partners) discusses how soaring AI DRAM memory costs will force Apple to pass price increases on to consumers.
“Specifically what it's going to mean is Apple is clearly decided wisely not to swallow the loss and lower their margins. They're just going to raise prices. And they'll sell a few less iPhones because it's probably, you know, there's some price elasticity. And everyone will just have to pay more for their iPhone.”
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