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# Evening Scan
- URL: https://adjacent.media/scan/2026-08-10-pm/
- Published: 2026-08-10T23:06:27.000Z
- Updated: 2026-08-10T23:06:28.000Z
- Description: Design leaks dominated the day: Apple’s roadmap surfaced in full while private equity acknowledged a problem it had preferred to ignore.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Design leaks dominated the day: Apple's roadmap surfaced in full while private equity acknowledged a problem it had preferred to ignore.

> **33,575** — unsold PE portfolio companies currently on the shelf. *(NYT)*

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#### [Private Equity Is Stuck With 33,575 Unsold Businesses](https://www.nytimes.com/2026/08/10/business/private-equity-unsold-businesses.html?ref=adjacent.media) (paywall)

The deal-making boom loses its value if exits happen below marked price. *(NYT)*

#### [Apple Dropped Plan to Ship Leased iPhones Already Set Up for Users](https://www.macrumors.com/2026/08/10/apple-scrapped-plan-ship-iphones-set-up-for-you/?ref=adjacent.media)

Apple shelved the "white-glove" preload over privacy concerns — a reminder that convenience hits a wall when it requires touching user data first. *(MacRumors)*

#### [Sony and TSMC Plan $6.3B JV for Next-Gen Image Sensor Chips](https://asia.nikkei.com/business/tech/semiconductors/sony-tsmc-to-invest-6.3bn-in-advanced-image-sensor-plant-in-kumamoto?ref=adjacent.media)

Sony retains its camera-chip lead while TSMC expands outside Taiwan — both hedging geopolitical risk. *(Nikkei Asia)*

#### [New MacBook Pro and Refreshed iMacs Likely Coming in October](https://www.macrumors.com/2026/08/10/new-macbook-pro-refreshed-imacs-october/?ref=adjacent.media)

M6 refresh on schedule, notable only because Apple's hardware calendar has become the most predictable release cadence in tech. *(MacRumors)*