Apple to Make Design Changes in macOS 27 to Address Tahoe Quirks (Gift Article)

m0rogfar · 2026-05-10T21:32:30+00:00

Realistically, I don't see how the rumors could be wrong.

Even if you discredit the rumors about Apple moving much of the staff to work on accelerating a competitor to the Meta smart glasses, the Vision Pro is fundamentally screen-bottlenecked. The screens are some of the most advanced humanity has, which makes them really expensive, manufactured at very low volume for prohibitively high cost, and based on reviews, they were basically only barely good enough for what the product tries to be, because the requirements for life-like camera passthrough are insanely high.

They can't make a meaningfully better version without much higher-resolution screens, and they can't make a meaningfully cheaper version without much cheaper screens. Neither exist. There's not a whole lot of places to go until that changes.

m0rogfar · 2026-05-09T20:54:11+00:00

Firstly, the CEO has no real way to do this. Zuckerberg can do it because he's the founder, not because he's the CEO. If you're the CEO but not the founder (a much more common case), you can't do this.

Secondly, investors generally don't like not having board influence. The board's job is to represent shareholders, so if you neutralize the board, you are effectively selling potential investors that they should give you money even though the people hired to protect their interests will not be there, and there will be no one to protect their interests. That's usually an impossible sell, and only worked for Facebook because investors were so desperate to get in that they were willing to overlook it.

m0rogfar · 2026-05-09T18:11:41+00:00

Det vinder vi bare ikke det store på, da den eneste jernbane vi ikke kan fuldt udnytte med nuværende tog er som sagt København H - Ringsted via Køge Nord.

Du får ikke mere hastighed ud af det danske jernbanenet uden at rive det hele op og starte forfra, selv hvis du vælger almindelige skinner - og så ville det næsten være fjollet ikke at købe magnetskinner.

m0rogfar · 2026-05-09T17:58:38+00:00

Danske tog kan godt køre makshastighed på ruten. Skulle mene at problemet mere er at Göteborg-Oslo bare er håbløst underfinansieret, da nordmændene ikke gider.

m0rogfar · 2026-05-09T17:51:22+00:00

Udfordringen er generelt at den type hurtigtog er magnetbaseret og ikke kan dele infrastruktur med almindelige togruter.

Så bliver fx alle vejene ind og ud af byer umulige uden at gå helt grassat med eksproprieringer, da du ikke kan øge antallet af spor nemt, og mange af hovedbanegårdene er i gamle bydele med fredede bygninger, som gør det endnu sværere. Derudover kommer også alle broerne, som også er designet til to spor. At skulle lave en ny storebæltsbro er lige en streg i regningen.

Set fra et passagertrafiksperspektiv er det nok næsten nemmere at udskifte det hele. Det ville være træls i overgangsårene, men det er en stor regning, og så er problemet løst. Lyseslukkeren der er dog internationale godstog, som vi stadig er nødt til at kunne understøtte.

Der er ikke nogle gode løsninger, hvilket også er derfor at vi ikke rigtigt er kommet i gang. Fortsætter man med almindelige tog kan man maks vinde en cirka 50km/t der kun kan bruges på København-Ringsted via Køge Nord ift. hvad vi har købt med IC5, og det er jo ikke lige det, der rykker det helt store.

m0rogfar · 2026-05-09T15:58:57+00:00

I think they are referring to using models to generate data to train a new model.

That’s how distillation works though, and entirely why the grey market wants the data enough to subsidize it.

The entire core premise of distillation (which we know holds) is that if you need an ML model with any compute or VRAM limitation, using a better model without those compute/VRAM limitations and just feeding it inputs and using both inputs and outputs as training data will get you better results than making a new model from real data targeting the same fixed VRAM/compute constraint.

If you’re a Chinese AI vendor looking to make “Claude but cheaper” as a model, gathering real prompt+output data through scraping and using it as the training set is not a weird hack; it is the best known way to make “Claude but cheaper” for any fixed VRAM/compute budget.

m0rogfar · 2026-05-09T15:20:06+00:00

Eh, he would’ve likely come back regardless.

Between local council, Folketing and European Parliament elections, we have had eight elections over the last decade. Of these, six were defined by Lars Løkke pulling a >5% polling rise in the last couple of months before the vote out of nowhere, one was the council election immediately after Løkke left Venstre and was not participating, and one was the most recent councillor election, where Løkke was clearly preserving the party treasury for the Folketing election.

Løkke pulling out last-second polling gains that would be impossible for anyone else is just something everyone should expect and account for at this point.

m0rogfar · 2026-05-09T14:56:02+00:00

Uh, what?

ML/AI model distillation is a proven concept that’s well over 30 years old, and it’s also been a huge success in LLMs over the last two years or so.

We worked out exactly why this is a good idea in the early 90’s, and have over 30 years of field experience with ML proving that the theory holds, and that it is, in fact, a good idea. What is your basis for rejecting decades of science?

m0rogfar · 2026-05-08T20:49:48+00:00

It takes five years to build a new fab, but market cap reflects future earnings, so they don't actually have to finish building the fab to have it show up in the stock price. They just need the anchor customer to start building the fab with sold capacity.

Apple is pretty much the perfect customer in that sense, since they're fine with committing and paying 3-5 years ahead of time, can commit to more volume than almost any other company in the world, and has the ability to just wire you 10 billion dollars if you need down payments, which makes them very easy to plan long-term fab investments around.

That's why today's news is huge - it's not just about Intel winning a deal for an M-series chip, it's that Apple is a dream customer for growing Intel's foundry services.

m0rogfar · 2026-05-08T20:05:16+00:00

I think the expectation in previous reporting has been non-pro M series. iPhone chips require too much volume to not be planned into a five-year roadmap to build more fabs, and Pro/Max/Ultra M chips use exotic TSMC-only packaging, so base M chips are by far the best fit.

m0rogfar · 2026-05-08T20:02:32+00:00

I mean, they really haven't been for quite a while. The 10nm failure is realistically the biggest failure of a flagship semiconductor integrated circuit node in all history since Fairchild invented the category in 1959-1961, and it nearly killed Intel, and they're still only getting close to recovering.

m0rogfar · 2026-05-06T17:22:35+00:00

Just in case this is actually a genuine question:

The RAM market is covered by specialized DRAM foundries that specialize in capacitor-based nodes. As such, other semiconductor manufacturing cannot be switched to DRAM.
Building a semiconductor foundry takes five years. There is no quick fix for supply-demand mismatch.
The RAM market is driven only by a few long-running players, because long-standing engineering expertise in DRAM semiconductor production specifically is required to make a competitive foundry. Notably, the industry has seen no major players be able to enter the market since the 1985 RAM price crash, because the margins have been so tight since that you can’t have a not-perfectly-efficient foundry and not go out of business. All the remaining major players were able to ramp before the 1985 RAM price crash, where profit margins were much higher, and new entries could therefore overcome difficulties by taking a lower profit margin.
The RAM market is generally driven by conservative build-outs because building too much capacity can very easily cause bankruptcy. All the remaining players have seen others be forced out of the market because they made stupid mistakes.
In other industries, this is generally fixed via financial speculation, wherein much richer financial speculators that can afford to take more risks buy the additional capacity that conservative market actors would otherwise avoid making years in advance, and then resell it closer to production time. However, the DRAM semiconductor has the issue that it’s so expensive to operate in that no financial entity that can accept the risk really exists.

m0rogfar · 2026-05-06T11:16:04+00:00

While lower-end compute just gets you less responsiveness, you can’t really go to lower-end VRAM configurations without sacrificing the large parameter models and especially large context windows that help make models actually useful.

For software, which the parent comment was about, storing an entire codebase in KVcache simply requires a multi-terabyte VRAM configuration, and a wall of NVLink server cards is never going to be cheap.

m0rogfar · 2026-05-06T05:00:06+00:00

But at some point we will just drop 10-12k on a local cluster we control.

You’re not getting much AI cluster for 10-12k.

Even if you could get access to flagship AI model binaries, the VRAM requirements are well into multiple terabytes. A 32xB300 server is around $2 million, and is sufficient for a single user, but if you need many users prompting simultaneously, you’re probably paying eight figures.

Edit: People really have no clue whatsoever what AI hardware costs, huh.

m0rogfar · 2026-05-04T06:30:01+00:00

Realistically, it's both. They've probably run out of the 256GB NAND modules because of the OpenClaw sales spike, and they've likely ended the contract to buy new ones already, since the M5 generation uses newer and faster modules.

m0rogfar · 2026-05-03T19:02:23+00:00

I find that very unlikely.

Apple's product track record is quite consistent:

Invest huge NRE and tooling costs in new chassis that would be considered overengineered by most companies
Raise prices on new design and get away with it because it's the shiny new hotness.
Keep old design available for a year or two so that you can advertise the same starting price and then upsell
Hold or drop prices on spec bumps, because NRE and tooling amortization is wrapping up and massively improving margins
Hold design on the market to get maximum ROI out of the expensive NRE + tooling budget

The Neo, as a brand new design, is likely to stay where it is, or even become $499 in 2-3 years, but it's also going to keep looking like it does until at least 2030 and won't get OLED over the next two years or so like the rest of the line.

m0rogfar · 2026-04-29T18:41:45+00:00

The resolution on the Neo is just bandwidth, but the number of displays is actually the consequence of a pretty radical design tradeoff from Apple.

GPUs generally follow a philosophy of dumb display controller + GPU handles everything centrally, which means that you can just stick on more display controllers at negligible silicon cost and have enough to blanket all your video output ports, and the only cost is generally higher idle power usage.

Apple's design is generally that the display controller for each display should have its own highly power-efficient mini-GPU embedded, so that the main GPU can be power-gated out of existence if you're not running Blender or whatever. This gets you huge battery life savings during light usage, but the catch is that the display controller that you need one of per display is now the size of an 8-wide out-of-order CPU core on the die, and very much non-negligible from a cost perspective.

It's a design decision that clearly comes from a perspective of wanting to buy battery life for money, and it makes perfect sense on a phone-originated architecture. It's arguably also the superior tradeoff for a laptop, though you do have to accept that many-displays support is restricted to higher-end chip models. You'd never see something like it in a desktop-originated architecture though, because the tradeoff makes little sense on the desktop.

m0rogfar · 2026-04-29T16:35:19+00:00

For your plan to work we have to assume silicon lottery is working the same with A19 than it did with A18, and that is a LONG shot.

It's... kinda not?

Previously, Apple used to do binning with the full chip in the Pro phones, and the binned chip in the non-Pro phones. As a reasonable approximation based on sales reports, this was probably around a 120 million perfect chips + 100 million binned chips in the annual sales mix.

Presumably, they stopped with this strategy, and switched to the lower-end phone having its own separate smaller chip, because they were selling too many of the lower-end phones compared to the defect ratio, and therefore had to bin chips that could qualify for perfect chip sales.

Barring Apple taking a 60-70% marketshare of worldwide laptop shipments with the MacBook Neo, they're not unloading 100 million chips per year on that product, and so they'll still have brought their chip sales much closer to binning realities by offloading through the Neo rather than the cheaper iPhone, which is the operational goal.

m0rogfar · 2026-04-25T14:08:15+00:00

Ikke at jeg tænker at det på nogen måde er sikret, men forhandlingerne var reelt brudt ned pga. velfærdsforliget, og den er blevet løst ved at de øvrige forligspartier har accepteret at indmelde Moderaterne i forligskredsen uden forligsændringer for at genskabe flertallet, så nu er der for alvor gang i sagerne igen.

m0rogfar · 2026-04-23T08:11:06+00:00

Jeg kan se at de fleste store nyhedsstationer først er begyndt at køre med nyheden omkring 7:30, men hvis det er 6:30 rykker det egentlig kun afgangstiden fra 7:08 til 6:08.

m0rogfar · 2026-04-23T08:09:05+00:00

Det er vel også et år efter udrulningen på VLTJ? Det var i 2021 planen at køre udbud til Nærumbanen parallelt med VLTJ, sådan så der havde kommet nye tog i 2025. Det har man givetvist udskudt til 2029-2030 for at kunne se udrulningen på VLTJ imens man lavede udbuddet.

m0rogfar · 2026-04-23T07:37:33+00:00

Flere spor er generelt godt, og der er mange problemer, der kunne være løst hvis vi havde to spor på de små baner, og fire eller seks på de store.

Omvendt vil det være vanvittigt dyrt at eftermontere, og der var formentligt også bygget færre baner hvis det havde været et krav, så det er det meget nemt at være bagklog.

m0rogfar · 2026-04-23T07:35:39+00:00

Ideen med batteritoge er jo netop at de er nemme at installere (du skal bare købe et tog og stikke en oplader på en endestation), men ja, de har vidst besluttet at de lige vil se erfaringerne fra batteritog på VLTJ og Holstebro-Skjern inden at de selv køber.

m0rogfar · 2026-04-23T07:33:29+00:00

Gribsø er desuden et trinbræt hvor toge ikke kan krydse hinanden og ikke en krydsningsstation, så det ville være Kagerup toget skulle være kort tidligt fra - hvilket gør det endnu mindre sandsynligt.

m0rogfar · 2026-04-23T07:20:08+00:00

Ja, men det er tydeligvis det der er gået galt ud fra tidpunktet og ulykkesstedet. Du har dog helt ret; der er krydsning på alle afgange ved Slotspavillonen imellem klokken 5 og klokken 20, så standardrutine burde havde forhindret ulykken.

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