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Tech & Innovation·July 31, 2026·1 min read

Apple heads for $460 billion wipeout with its stock seeing worst post-earnings drop in 13 years

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A $460B drawdown on supply-chain guidance is a reminder that even the most integrated OEMs are still exposed to upstream fragility. If your roadmap leans on the same component and logistics networks, treat this as a stress test signal and revisit single-region or single-supplier dependencies.

Tech & Innovation

'8K Blu-ray would be a technical feat in search of a problem to solve’. I talked to the Blu-ray Disc Association, player manufacturers and TV makers about what comes after 4K Blu-ray, and the future of physical media

Physical media is settling into a niche for collectors and high-fidelity holdouts rather than a mainstream format race to 8K. If you distribute premium content, the strategic question is how much to invest in durable, ownable formats versus assuming streaming platforms will remain your primary gatekeepers.