0
Tech & Innovation·July 2, 2026·1 min read

What Went on at This Meeting of Powerful Central Bankers Won’t Ease Your Mind About an AI Bubble

Share

Once central bankers are openly debating an AI bubble, macro risk from AI exuberance is on the table, not just a tech Twitter worry. If your growth story leans heavily on AI multiples, pressure-test funding and hiring plans against a scenario where capital for “AI” re-rates sharply over the next 12–24 months.

Tech & Innovation

Sources: Apple has told suppliers to prepare to produce ~10M foldable iPhones in 2026, up from 7M-8M previously, and 80M iPhones in total across new models

A 10M-unit foldable target inside an 80M iPhone run says foldables are moving from experiment to mainstream SKU in Apple’s planning. If you build mobile-first products, assume a meaningful slice of your 2026–27 users will treat large-screen, dual-orientation use as normal and design UI and workflows accordingly.

Tech & Innovation

My favorite portable hi-fi accessory is back, but I think it’s missed a trick — the AudioQuest DragonFly DAC was my go-to for great-sounding music on the go, and I heard the new version in action, but it's made one key upgrade mistake

Incremental spec bumps in legacy form factors are getting harder to justify when user workflows have shifted to phones and USB-C everything. Hardware teams clinging to old industrial designs should assume attach rates will fall unless they align with current device ecosystems and power/port realities.