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If that was true, the Neo would have never been released.

It might be true that the wannabe AI Masters of the Universe might want that world, and companies are engaging in the circular CapEx spend on that gamble.

Hardware manufacturers, and Apple absolutely is a hardware and services company, doesn't want that. They're interested in AI being a tool for their user base, but that is not their business model.
My idea is, of course, kind of a conspiracy theory because I can’t prove any of it, but your Neo objection doesn't contradict it. In my view, the Neo is more closely related to iPhones or iPads. It’s more an iPad+ than a real Mac.
 
Maybe Ternus wants to return to the one product and configuration per category of the Jobs era, and they are clearing the ship.
 
Can’t wait for the bubble to burst.
You may wait forever, as there may be no bubble. Some companies like OpenAI are in kind of a bubble, but the whole industry is not. As much as people are going to hate to hear this, prices aren't likely to go down for a very long time....
 
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I decided to upgrade my Linux PC instead of waiting for Apple to release the Mac Studio M5 Ultra. My confidence in Apple has cratered in the past year, and it started with Apple ramming Liquid Glass down people's throats and went downhill from there.
 
No, it's the fact that he's a supply chain genius that the problems were delayed for over a year.

The RAM-pocalypse started last year.
more like over 6 months, the real RAM-pocalypse started in Autumn 2025, and Apple is being hit not much later than any big tech company (consumers started being hit hard in Oct-Nov 2025)
 
Why does this not affect laptops?
Because they have higher margins and RAM represents a (much) smaller cost element of those. For the same reason why they removed the base storage, since the upgraded one gives them a lot more margins to absorb RAM price increases
 
Ridiculous that in order to get a Mac with 128GB RAM, you need to buy a laptop due to desktop macs maxing out at 96GB.
for what its worth, RAM in a desktop environment is generally going to outperform a laptop environment due to better heat dissipation.
 
Super glad I got Macs for both myself and my wife with plenty of RAM within the last few years. We should be able to wait out the storm for now. I feel for everyone who needs a new Mac right now, especially power users/professionals like us.
 
so Apple is likely conserving supply by eliminating some configuration options.
Conserving for what?
I think there's some needless speculation going on here:
  • Apart from the Mini and Studio, AFAIK only the iPad Air still uses M4, and nothing else uses M3.
  • It's known that M5/M5/M5 max need faster LPDDR chips than the M3/M4 so they can't reassign "Studio/mini" RAM to M5 MBPs.
  • Even the M4 iPad uses a 12GB RAM configuration that isn't used by any Mini/Studio.
  • New M5 Minis and Studios were already widely expected to launch this year. Apple will probably have stopped manufacturing new M4/M3U Minis and Studios by now.
  • Apple have said that the withdrawn/constrained Mini/Studio models are due to unexpected demand.
  • The M4 iMac doesn't seem to be constrained at the moment - but the run was on Minis and Studios for AI work.
  • Apples efforts to secure future chip supplies will obviously be focussed on RAM for M5 systems
So, most likely, because of that unexpected demand they're running out of stock before the new models are ready to launch. They're not "conserving supply", the machines simple aren't on the shelf. The effect or the RAM shortage may be just that they're not going to be able to buy relatively small quantities of old-spec RAM to run off an "emergency" batch.

Yes, RAM prices have gone up & the prices of the M5 Minis/Studios, when they launch, may be higher, but their's no current reason not to re-introduce the high RAN models, since those are Apple's best offering for AI work. They'll just be even more expensive than before...
 
thanks. this is quite a bit more involved than I would personally be comfortable undertaking. My plan is to wait until the M5 minis and/or studios come out and then see what 3rd party monitor options are available at the time. I expect I'll either get a 5K 27'' or 4k 32''. would have liked 5k 32'' but I don't think any are being made. and 6k is going to be too expensive.
 
thanks. this is quite a bit more involved than I would personally be comfortable undertaking. My plan is to wait until the M5 minis and/or studios come out and then see what 3rd party monitor options are available at the time. I expect I'll either get a 5K 27'' or 4k 32''. would have liked 5k 32'' but I don't think any are being made. and 6k is going to be too expensive.

this may be of interest to you:

 
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Boom!
… and there goes Apple's most important opportunity to gain marketshare in their entire history. Undone by RAM of all things.

🤞Here's hoping Ternus has a rabbit in a hat somewhere

Apple, you've had RAM issues before. How much longer are you going to let the "tail wag the dog" on this issue?

You've already moved to your own Silicon for CPU/GPU and now have your own C1 modem chip. Just buy Micron and solve the memory issue once and for all.

That is, unless, you just want to give up and pivot into the insurance business the way Sony did 🫤
The rabbit in the hat is the $200B-$300B in *cash* Apple is sitting on, they can draw down cash reserves if they need to in a way no other major company can. But they have to do it strategically, we’ll see what Ternus does.
 
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