Tuesday, November 3rd Edition

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Today’s Big Story

Double Trouble

 

Apple is ‘not able to predict’ when it’ll have enough iPhone Duos to go around

 

Do you want the Duo? I’m still on the fence, honestly. Some say it’s amazing, others worry about the crease or hinge. And plenty are complaining about the price. And still, even if you do want one, Apple can’t tell you when you'll be able to buy the foldable. CEO John Ternus told Reuters the company is ”not able to predict when supply and demand will be in balance.” Some shipment estimates have slipped to 2027.

The $1,999 first-of-its-kind device pairs a 5.4-inch outer display with a 7.6-inch inner screen, and the bottleneck isn’t the hinge or the glass. It’s memory. Ternus called current memory pricing “unprecedented” and said Apple expects costs to climb even higher in the December quarter, according to Fortune. Translation: the parts shortage is industry-wide, and Apple's checkbook isn’t solving it.

Buyers are eating some of that. Apple has raised prices to offset the squeeze, including a $100 bump on iPhones, Deadline reported, though the company hasn’t broken that out by model. Ternus also acknowledged that “a very small percentage” of Duos came back with cracked screens. Apple is replacing them.

None of this dented the quarter. Apple posted record fiscal Q4 results: $114.5 billion in revenue, up 12%, with iPhone revenue at $57.58 billion, up 17%, and Services at $31.57 billion. So the demand is real, the margins are under pressure and the thing everyone wants is the thing Apple can’t make fast enough. If you didn’t preorder, the honest advice is just to wait and watch.

 
FYI:

Axios says the biggest difference between the Duo and the Android foldables is the enthusiasm Apple's device has sparked among independent developers.
 

Supreme Court Won’t Intervene in Mail-In Ballot Case

 

The court’s ruling came just hours after White House lawyers asked the justices to order California to set aside 20,000 ballots

The Supreme Court denied the Justice Department’s emergency request Monday to force California to set aside roughly 20,000 mail ballots from voters the administration claims are likely noncitizens. The order ran one sentence. No reasoning, no noted dissents, and the court didn’t even ask California to respond. Justice Elena Kagan referred the application to the full court, and the full court shrugged.

The timing is the whole game, really. Once those ballots are opened and processed, they can’t be pulled back out. That’s it. The administration’s California fight is effectively over, CNBC reports, with the ballots headed into the count alongside everyone else’s.

Hours earlier, Chief U.S. District Judge James Boasberg had ordered the DOJ to stop demanding that officials segregate the ballots, writing that the executive branch had likely violated the Constitution’s Elections Clause. That’s the clause handing states the authority to run their own elections. The underlying lists look shaky. A DOJ lawyer conceded in a separate case that the noncitizen rolls carried a “high error rate,” according to MS NOW reporting cited by CNBC. An immigrant rights group found more than 40% of flagged names weren't on state voter rolls at all. California has over 23 million registered voters, which puts 20,000 contested ballots somewhere south of a rounding error.

 
Yes, But:

Neither the DOJ nor the White House has responded to the denial, and the court gave no signal on how it would treat a similar request with more runway.

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Eating Disorders Are on the Rise

 

GLP-1s could make things worse

Some not great news: Anorexia and bulimia are climbing fast. A study published Wednesday in JAMA Psychiatry found global incidence of the two disorders rose 71% between 1990 and 2023, when an estimated 18.1 million people were living with one of them.

The researchers, led by Ruhai Bai at the Children's Hospital of Nanjing Medical University, modeled data across 204 countries and project 21.8 million cases by 2050. In 2023 alone, the two conditions cost roughly 3.83 million years of healthy life. And clinicians say that undercounts the problem, since anorexia and bulimia make up less than half of all eating disorders.

Now add the weight-loss drug boom. Cheri Levinson of the University of Louisville said she’s seeing patients misuse GLP-1s, which a Gallup survey this year found 15% of Americans had taken to lose weight.

 
Dig Deeper:

More doctors are worrying that the effects of weight-loss drugs may be masking serious disordered eating.

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Today’s Member Extras

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Practical upgrades meet thoughtful indulgences for the mom you’re celebrating.

 
 

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Morning Motto

Goodness reverberates.

 

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