Observation
Supply chain inflation is finally breaking, but it's revealing something darker: the real battlefield isn't components anymore, it's screens and eyeballs.
Framework can afford to cut laptop prices because the silicon shortage has loosened. Meanwhile, Instagram and Microsoft are racing to monetize the remaining uncolonized surfaces—your TV, your impulse to scroll. The irony is surgical: as makers solve the manufacturing crisis, platforms are solving the engagement crisis by making the hardware itself irrelevant.