Meanwhile, a thought about the Macbook Neo:

The Neo uses an A18 Pro SOC, the 2024 iPhone Pro cpu—the iPhone 17 Pro runs on the A19 Pro. (The Neo soaks up their stockpile of high-end phone rejects.)

Apple's about to ramp up for the 2026 iPhones, which will release in September on the A20Pro.

Phones outsell laptops by a huge margin so I think the current Neo will be quietly replaced by an A19 Pro model in September, to use up the reject stockpile once as iPhone 17 sales tapers off.

/1

Implication: if you want a Macbook Neo this year, maybe wait until September—unless you expect the coming supply chain shock to hit Apple, too. Which is not impossible if TSMC can't meet their chip delivery dates.

If that happens, prices will shoot up and scarcity economics will take over, so buy now and be prepared to run it for the next decade.

/2

I don't need a Macbook Neo. My current "cheap mobile writing machine" niche is filled by a M3 Macbook Air. But my newest iPad and iPhone are two generation old Pro models.

I suspect … no new iPad for me in 2026/27, but *maybe* a spec-bumped Neo in Sept/Oct, which will cover a lot of the iPad use cases (and is cheaper).

Then aim to run it forever.

(I'm overdue for a complete re-think of what I do with my herd of computers, and therefore what I actually need.)

/3 (end)

@cstross

There is an entire world beyond the limits of the Apple ecosystem.

I don't know what your needs are, but maybe it is time to test the free software waters. If you start replacing your current applications with open source ones, the change to Linux can be pretty seamless.

And the sense of freedom is priceless.

But to each his own.

@jgg @cstross Preeeettty sure Charlie’s aware of linux… 😉
@Tubemeister @jgg Yes. Linux doesn't run the keystone software my business depends on. Period. (If it did I'd switch in a split second, as long as I could find a systemd-free and wayland-free distro to run it on.)

@cstross @Tubemeister

I saw that coming. A real pity.

I'm a bit surprised a writer has such a hard dependency with MacOS, but things happen and we can't always choose. Tell George R.R. Martin.

About the distro, I'm fully on the systemd and wayland wagon from some years ago, and I happen to love both.

Wayland solved the annoying tearing issues I had with XWindows, and systemd made my boot times an order of magnitude faster. Last time I had a compatibility issue was about two years ago.

I understand that some tinkery oriented people with a vocation of sysadmins can have issues with them, but as a mere user, there is no chance I am even testing any distro without both in the near future.

The good thing about having choices is we can choose.

@jgg @cstross It's probably possible to use a different tool if the absolute need arises, but converting a primary process like that tends to not be cheap, if only in mental energy. (Though probably in reduced output too which readily translates to actual money.)

As for systemd, I don't mind the core system, the unit files work pretty well from the user end. It's all the extra shit like resolved I can do without, and it's run by a plonker with what seems like an "it works on my laptop" approach

@Tubemeister @jgg Linux *as a whole* seems to be losing the plot wrt. the UNIX philosophy (which I am 100% there for). If forced, I'd probably switch to one of the BSDs.

@cstross @jgg There is plenty to moan about in Linux land, certainly if you run Ubuntu. Which I do, here too the changeover cost is high and it hasn't sucked quite bad enough yet. Mostly.

Yeah systemd is shitting on "the UNIX philosophy", but the core system does work and offers some quite nice upsides over /etc/init.d scripts from a sysadmin pov.

Flip side is that it's a lot less simple and transparent so if something does go to shit it's more work to figure out WTF this time. Mixed blessing.

@Tubemeister @cstross

(Oh, I know. Only nudging a bit. No sense baiting someone who doesn't have a clue.)

@cstross Mmmh. Don’t want a Neo, but I may have to ponder a new Air after all.

The 2020 M1 doesn’t actually feel slow yet, which makes an impressive change from intel era macs, but it is getting on a bit and the thought of running it for another 5-10 years is a bit um.

@Tubemeister @cstross

I'm personally on team "cheap used laptop from ebay but with Linux", for whatever that's worth.

@woozle Yeah, BTDT.

I flipped back and forth between Mac and Linux every couple of years, getting annoyed with either the fragile never-quite-right project nature of Linux or the slick but rigid somebody-had-a-meeting-and-decided-you-can't-do-that nature of the Mac.

I now have both: A personal Mac and Linux on the work Thinkpad. :-)

@cstross the big problem with a Neo or new iPad is they will be preinstalled with Liquid Ass with no way to upgrade back to macOS Sequoia or iOS 18.
@fazalmajid @cstross My experience has been that all of the Liquid stuff is completely optional on phones and conputers. It sucks but you don't have to use it unless you're a keen masochist. On AppleTV you're stuck with it but it's fairly unobtrusive.
@cstross I would expect neo 2 in 12-18 months, not 6.

@wtfwtf_ok No. The key factor is the availability of those reject iPhone 17 Pro systems-on-chips. If the 18 Pro moves to a new chipset, (a) the Neo's CPU/RAM/Storage is obsolete and starts tapering off, and (b) why not try and upsell some waverers?

Apple did this before with the first unibody Macbook Pro/Macbook circa 2007/08. New model after 9 months! (They deleted Firewire and replaced the port with another USB-C, and deleted the user-replacable battery, strengthening hte case. I had one.)

@cstross the ‘reject’ binned chips are there all along. They don’t need to stop making the 17pro to free-up chips that were never going into in the first place.

I do understand that apple sometimes does a fast follow-up on products (m3 macbook pros launched the same year as the m2, and further back the iPad 4 came out like 6 months after iPad 3) but I don’t think that’s the plan with the Neo, I think this model will be with us through Christmas. I have no inside knowledge though.

@wtfwtf_ok Yes, but A19Pro (chipset) production will drop drastically once the iPhone 18 with the A20Pro generation comes out, then disappear a couple of years later. As this is the fastest-selling Mac launch ever, they'll run through the stockpile. (I agree it will be available until Christmas: but most likely some time after iPhone 18 is announced they'll announce a spec-bumped Neo and phase out the cheapest model.)
@cstross we have no idea if they’re still making A18 pro chips. They could be rolling off the line still today. Apple can take ones with all-working cores and disable one and put it in the Neo. They may also be using the chips for iPads or Apple TVs or who knows what else.

@cstross Taiwan is dependent on natural gas for electrical generation. Reports vary about their stockpile, but I haven't seen anything that suggests they might have more than 20 days. And like the rest of East Asia they're supplied from the Persian Gulf.

All by itself, that hit on Qatar's LNG facilities makes me think Apple will not escape the supply shock.

The other part of this is that no one who isn't Apple wants to see "it's a phone" laptops. Other parties may encourage the Neo to fail.

@graydon The Windows world already has a bunch of "it's a phone" laptops (or rather, convertibles)—Windows on Arm uses somewhat less powerful chipsets than Apple's M-series. (It turns out that the A-series have fewer cores, less RAM/SSD, and much lower power draw but are otherwise similar. Apple actually has an architecture that scales all the way up from earbud microcontrollers to very high end workstations—supercomputers in 2015 terms.)

@cstross Those exist, but that's not where MS wants to be competing; they want to keep competing in their incumbent space, where there's all that software and accumulated supply chain breadth and the possibility of making a performance argument.

The whole data center power supply problem gets a lot worse if they have to back up a couple-three fab generations to be able to keep making chips, too. Which is looking increasingly likely as an outcome.

@cstross @graydon Windows on ARM famously sucks though - there's basically no reason not to use a user-friendly linux distro instead (which: been there done that over a decade ago on a chromebook I'd picked for passive cooling)

I do legit want an 8-10" tablet with 16GB of RAM and no particular care whether it's x64 or ARM, mind [so long as I confirm one particular piece of software's latest version builds okay on ARM: not buying a 16GB pi5 just to check that though] - I'm aware I have an odd balance of requirements by most people's standards

@graydon @cstross oh, Apple is super fucked, make zero mistake there. They do not make any of their own parts no matter how much they claim otherwise. For example, that soldered on memory isn't DRAM, it's HBM bonded to the die. They don't make HBM or have solid contracts, and are fighting the grift for those parts and backend. Storage, same story. They're screwed.

Neo itself, that's a separate discussion. (Hi. I am very much the expert there.) It's not a good idea for many reasons.

@graydon @cstross viewing the Neo as anything OTHER than an attempt to compete in the extreme down-market x86 space is wrong. That's where Apple priced it. They want to fight the $599-799 x86 laptops. Literally the Walmart and BestBuy space. NOT the Chromebook/Arm space.
And the foundation for this idiocy is line-go-up. There is no growth space left. So they have to try and take market share. And customers in the $599-799 space can't *afford* to migrate their entire life to Apple's ecosystem.
@rootwyrm @graydon You missed an angle: Apple has a stockpile of not-good-enough-for-flagship-phones SOCs that are nevertheless adequate for low-end-laptop territory they previously ignored. Slap a cheap LCD screen, keyboard, and battery on it and it's a Neo. The chipset is *free*—otherwise they go in the trash.
@cstross @graydon no, I didn't, because these aren't "not good enough" SoCs. These are just phone parts not going into phones that aren't selling because the upgrade isn't compelling. Using cheap parts with it ALSO damages Apple's vaunted 'high end' image, even more than the budget price. So their margins out of the gate are razor thin or non-existent. And all they're doing is cannibalizing the market for high margin base model Macbooks.
@cstross @graydon case in point, *you*. Would you pay $1099 for a Macbook Air 13" when a Neo costs half that and covers your needs? Of course you'd buy the Neo. Would you buy a Mac Mini where you'll also need to buy a monitor, keyboard, and mouse at $599+, or the 'good enough' Neo? The salesdroid is going to push those customers to the Neo too. And that 'high end' LCD and keyboard erases margins in an instant. Macbooks and Minis are >30% margin; the Neo has to be <10% and likely <5%.

@rootwyrm @graydon In my case: if the Air was to be my main machine with a monitor hookup on my desk, I'd buy it. If I already had a desktop, and wanted a cheap travel note, I'd buy the Neo.

(I've already got the mouse/keyboard/monitor/external SSDs plugged into my desktop.)

@cstross @graydon exactly; you'd walk on the one they make money on for a travel laptop. Which is exactly what the average existing customer is going to do. "Oh, it's half the price and good enough? OK!" It's cannibalizing their own sales.
And there won't be the new customers they expect, because $599 plus "replace everything you already own and learn a new OS" is an instant loser.
Wouldn't surprise me if the Neo is a loss leader either; Apple tried that with the dead AR/VR thing.
@graydon @cstross similarly, customers aren't nearly as stupid as Apple thinks they are or treats them as. They can read the spec sheet and understand that $599 HP might not be great, but it still gives more cores, double the RAM, double the storage, and lets the kid play Forkknife. And the salespeople will point that out too. So the only people buying it are Apple customers going cheaper than their Macbook.
Oops, margins go poof.

@rootwyrm @graydon @cstross I would challenge your assumptions:

— Apple doesn't sell “loss leaders”. It’s why even a simple USB cable can cost $20 and the VisionPro is $3500. The Neo is profitable.

— Apple is not cannibalizing, they’re pulling new users in. Services are a huge profit center. Neo customers will subscribe.

— MacBooks are known to be more durable than PCs. You can still see 10-year old iPhones or MacBooks in use. RAM? Cores? Only nerds care.

The Neo is a game-changer.

@j404 @rootwyrm @graydon @cstross the Neo is capitalizing on the final death wheeze of Windows.
@celeduc @j404 @rootwyrm @graydon Windows 11 is trying to make a last-minute body swerve by walking back the CoPilot/AI integration, but I don't think it'll suffice.
@j404 @rootwyrm @graydon As I've already said: the Neo consists of a cheap screen, a keyboard, a battery … and floor sweepings that would go out in the trash if they didn't use them in the neo. The brains of the neo are iPhone 17 Pro *rejects*. The Neo makes iPhone production more profitable just by existing.

@cstross @j404 @graydon folks, you are trying to 'explain' to somebody who has shipped north of 100k systems since 1991. I do not know how the sausage is made; I'm the sausage maker.

The Neo is not cheap. That LCD is not cheap. High contrast, high resolution IPS 60Hz 13" panel plus integration, that's a $90+ BOM by itself not including tooling and hinges which by themselves are likely ~$10-20. That's EASILY a $50 BOM keyboard. Fusing post-hoc costs backend, it is extremely not free. etc.

@j404 @rootwyrm @graydon @cstross New customers in a segment that has a disproportionate number of first-time buyers (or intended recipients) too

(don't look at me, the first laptop I owned myself was an Eee 701 4G, until then I was desktop only)

@j404 @rootwyrm @graydon @cstross

MacBook 5.2 (Jan 2009) 17 years
iMac 21.5 inch, mid-2011 15 years.

😁 It's reliable kit.

(I have older Macs (IIci onwards, I think) but they're not in use and will need the power supply electrolytic capacitors re-forming (or more likely replacing) before applying power to avoid an explosion.)

@j404 @rootwyrm @graydon @cstross I'm really wondering how far an 8GB RAM laptop is supposed to go. That's cutting it close even for casual users.
@truh @j404 @rootwyrm @graydon @cstross it’s really not that unrealistic for casual use. Until my daughter needed a laptop for school last year I was happily using a base M1 MBA for personal use (including coding and Lightroom). Yes, my new 16GB M3 MPB is faster but for safari and basic Photos stuff the 8GB M1 is absolutely fine.

@truh @j404 @rootwyrm @graydon @cstross Nah.

It's cutting it close for us nerds. I'm not in the market for a Neo either, though it'll probably actually do 90% of what I want.

But my wife's been running a base config (ie, 8 GB) Air for a few years now and it's *fine*. Even with the obligatory 50 tabs open, it does ok.

She would have absolutely been in the market for a Neo. $600 takes away the main pain point for a lot of people looking at Macs.

And it comes in yellow, too. ;-)

@j404 @rootwyrm @graydon @cstross 10 year old iPhones are pretty useless, because Apple's developer tools strongly encourage app releases that only target newer hardware. Good luck trying to get a music app other than Apple or Spotify working on an IPhone 8
@rootwyrm @graydon @cstross All that might be true if customers, to quote you, "read the spec sheet". They don't. The Neo is going to provide a way better experience than the Windows competition.
@timbray @graydon @cstross customers in the sub-$600 "low-end" segment give exactly zero shits and typically have low knowledge. They buy what has biggest numbers for the least money with the least friction.
Which is how I know Apple isn't going to win new customers with it. Microsoft could actively shit on people and that segment would stay with them. They don't know and don't care, they just want what they're used to.
@timbray @graydon @cstross they're also the least brand-loyal of all segments; it's effectively *zero* brand loyalty beyond Windows. They want to do their taxes on it, open their documents, read their email, and use the same apps and tools they've been using, but not have the shitty experience of a 'netbook.'

@rootwyrm @graydon @cstross
Don’t forget, it’s 100 dollarpounds cheaper for education, and it’s more repairable. I think Apple are banking on schools replacing fleets of crappy Chromebooks with these.

Can you honestly say that after 3 years of MacOS you’d consider switching to Windows, if you don’t play a lot of games or need certain Windows-only applications?

I’ve been a Windows user all my life and an IT professional for half of it (3.11 to date) and I can honestly say that if it wasn’t required at work, I would be happy never using Windows again. I certainly don’t have it on any personal devices.

My £800 16GB RAM HP work machine is dogshit slow just to get to the desktop and load OneDrive. We’re talking minutes. It’s less than 40 seconds on my Air.

If my mother breaks her (hand-me-down) M1 Air, she’d be more than happy with a Neo.

@gareth @graydon @cstross yeah, which is the same shit they tried before that didn't work and nearly bankrupted the company. Twice.
And schools don't have $499-699 per student laptop. They're lucky to have any money at all. Plus you'd have to migrate all the Windows-based Windows-centric education software both front-end and back-end (e.g. teachers) which is a HUGE expense and requires THOSE vendors to cooperate (good luck, lol!)
@gareth @graydon @cstross the repairability is also a very dumb move because we already know that low margin/loss leader devices DEPEND on 1) high margin service add-ons and lots of them (OR) loading them up with paid shitware 2) REFRESHING UNITS FREQUENTLY. Those cheap laptops are DESIGNED to break because they depend on selling a new one every 12-24 months. It's why you quickly go from $700-1500 to $2.7k+. Making a long-life laptop profitable means that laptop has to be fairly expensive.
@gareth @graydon @cstross IBM ThinkPads are the perfect example. Outside of the high-end models, they targeted a roughly 3.5 year design life with fairly high fault rates. Because these were machines sold to corporations with a service contract (where the margin lived) that got refreshed on a schedule (~3 years average.) An X60 was an expense, not an investment like a T60p.
@rootwyrm @graydon @cstross I was wondering if maybe Apple had already bought years of allotments, protecting them from their competition?
@rootwyrm @graydon Latest news is that the Macbook Neo is out of stock, with the waiting time for new orders stretching up to 3 weeks (it was in stock in Apple Stores on release day but they ran out)—it's the highest selling Mac launch ever.
@graydon @cstross I'm embarrassed to point out that Australia exports LNG in quantities similar to Qatar and the US - mostly to Japan, China, ROK and Taiwan. In 2022 we were providing around 40% of Taiwan's LNG needs, so the current gulf stupidity by itself won't entirely cut Taiwan off. Of course, Australian LNG is an important transitional fuel and not a climate problem at all, honest! Source: this Australian Government fossil fuel puff piece:
https://www.industry.gov.au/publications/future-gas-strategy/6-remaining-reliable-trading-partner-lng-and-low-emissions-gases

@philsuth @cstross I see numbers that put Taiwan's primary electrical generation at 90%+ natural gas. Australia can't double what it sends to Taiwan without shorting someone else, which won't fly when they're all going to be massively short, too.

Taiwan is already likely to be into "change of government" levels of public dissatisfaction, just from the probable period of electricity rationing. Industrial production will take a hit. East Asia as a whole may decarbonize hard in response to this.

@cstross like the Neo is currently on the top of my potential new laptops list (my current laptop basically hasn't been a laptop for years the hinges are currently held together with bulldog clips and the battery only lasts about an hour and a half) but even if I do manage to scrape together the money for it (I'm on a more or less fixed income so that's no mean feet) I'll still probably keep using my old laptop as a quasi desktop machine
@cstross fwiw I had a page up to order a Mac Mini about 10 days ago, and it had a 3-4 week delivery timeframe. When I finally pushed Buy on Friday, that had shot up to 10-12 weeks.

@cstross @ArtofAlexCanEmed While I don’t exactly have a great track record in predictions, I can’t think of a time when Apple ever gave a product line a spec bump within a year of launch—at least not without a demi-product launch to go with it (like the product Red iPhones)—and *especially* not with computers, which they’ve taken heat for updating too rarely.

The Neo is aimed at the education market; I’d expect a big marketing push in July/August and a spec bump this time next year.

@thearcanecomposer @ArtofAlexCanEmed It happened circa 2008 with the first unibody Macbook Pro 13". It was superseded about six months later by the unibody Macbook 13", which lost the firewire port and removable battery, but gained an extra USB port and a longer battery life. (I had one: I was there.) That's why i'm guessing this is a possibility for the Neo.

The Neo exists partly because Apple can use it to sell the stockpile of reject SOCs from high-end iPhones. Which get an annual bump.

@cstross oh yeah.... that would be why you can't run anything prior to Tahoe on that, wouldn't it... they simply never made a desk [lap] top OS for that chip prior did they