.@PatrickMcGee_ on the manufacturing reality of competing with Apple: "Apple makes at peak season 1M+ iPhones a day." "An AI-first device (should augment iPhones) in the way that the Apple Watch augments the phone." "The iPhone has the world's best semiconductor because they're able to work with TSMC like nobody else." "They design their own chips, and they've got a 20-year track record doing that. I don't know how anybody is going to dislodge the smartphone."