# 614: $100 Billion Is the Floor

An episode of [Upgrade](https://invisiblenetwork.ai/podcast/918152703), 4 May 2026, 1 h 46 min.

Audio: https://www.podtrac.com/pts/redirect.mp3/mgln.ai/e/613/clrtpod.com/m/pscrb.fm/rss/p/traffic.libsyn.com/upgrade/upgrade614.mp3

Subtitle: 'I'm Bullish on Pokeymans' We read between the lines of Apple's latest record financial results to see how they will impact future products and aquisitions in the Ternus Era. Plus: An Ultra name conundrum, Johny Srouji's burnout, and F1's stateside debut. This episode of Upgrade is sponsored by: • DeleteMe: Get 20% off your plan when you use this link and code UPGRADE20. • Squarespace: Save 10% off your first purchase of a website or domain using code UPGRADE. • Factor: Healthy, fully-prepared food delivered to your door. Use code upgrade50off • Steamclock: We make great apps. Design and development, from demos to details. Links and Show Notes: Get Upgrade+. More content, no ads. Submit Feedback Ted Lasso — Season 4 Official Teaser | Apple TV - YouTube Formula 1 returns to the U.S. this weekend, streaming live on Apple TV - Apple Porsche bleeds six colors – Six Colors Miami GP: Cue talks F1 movie sequel, streaming rights expansion, Ternus’s love for racing - 9to5Mac Porsche bleeds six colors – Six Colors Miami GP: Cue talks F1 movie sequel, streaming rights expansion, Ternus’s love for racing - 9to5Mac Connected #601: I Love Wrists - Relay Apple CEO Tim Cook outs himself as a huge 'Pokeymans' fan | Pokémon Go | The Guardian Apple announces record fiscal second quarter – Six Colors This is Tim (and John and Kevan): Complete transcript of Apple’s Q2 2026 financial call – Six Colors Apple results analysis: Net-net over the moon – Six Colors Apple says supply constraints for Mac mini and Mac Studio to persist for several months - 9to5Mac Apple Stops Selling Mac Mini With 256GB of Storage, Starting Price Rises to $799 - MacRumors Generative AI Fill in Photoshop Feels Like Magic - 512 Pixels iOS 27 Features: Siri Camera Mode; Visual Intelligence Nutrition Info, Contacts - Bloomberg iPhone 18 Pro to have some of Apple’s biggest camera upgrades ever: report - 9to5Mac iPhone Ultra and MacBook Ultra are coming this year, per report - 9to5Mac

Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.