Apple
We assume Apple is comfortably coasting on its smartphone monopoly forever. The reality is they are entering a fragile three year window where they must ruthlessly monetize services just to survive until their server silicon is ready.
Meta
We assume the endless scroll of vertical video is a permanent cultural shift. The rapidly expanding market share of foldable smartphones is about to completely destroy the vertical format and violently reorder the creator economy.
Artificial Intelligence
Wall Street assumes Amazon and Microsoft are experiencing a golden age of organic cloud growth. The upcoming artificial intelligence IPOs will expose a catastrophic reality where cloud revenues are entirely propped up by subsidized venture capital burning out.
Apple
Apple finally decided Maps is not a map app — it's a business discovery OS. With Apple Business, Local Lists, Michelin guides, and Maps Ads coming summer 2026, it's building the Google Business Profile killer, privacy-first.
Apple
While everyone was counting how many times Apple said "AI" at WWDC, they shipped the most useful one — point your camera at a restaurant bill and split it.
Artificial Intelligence
Apple’s iOS 27 turns Passwords agentic: standard managers only alert, but standard-setting Apple Intelligence + Safari now automatically navigate sites, upgrade weak passwords, and sync to iCloud with one tap.
Artificial Intelligence
We assume independent laboratories will dominate the future of artificial intelligence software. The reality is a quiet silicon alliance between Google and Meta will commoditize the industry and crush standalone competitors.
Gaming
We assume the Mac will never be a true gaming platform because human developers refuse to rewrite their code. A new era of algorithmic game porting just shattered this barrier, positioning the rumored M7 Ultra as an unparalleled gaming powerhouse.
Technology
We assume Nvidia holds an unbreakable monopoly on the hardware powering artificial intelligence. Apple's aggressive development of the M5 Ultra and Project Baltra proves that the most valuable tech companies are quietly building the server silicon required to completely bypass them.
Technology
We assume Apple registering its artificial intelligence in China is just a standard regulatory compromise to sell hardware. In reality, it turns the iPhone into a geopolitical Trojan horse that smuggles foreign language models directly across Western borders.
Artificial Intelligence
We assume the partnership between Apple and OpenAI was an unbreakable alliance. Their sudden implosion into a brutal trade secret lawsuit just handed Google the keys to the entire mobile intelligence market.
Economy & Markets
Hardware executives believe consumers spend a thousand dollars upgrading their phones to access a slightly faster processing chip. People are actually just buying an expensive camera lens to maintain their social status on Instagram.