Okay, Sure, a Folding iPhone
20 days ago
- New Apple CEO John Ternus unveiled the foldable iPhone Duo, priced at $2,000 with a 7.6-inch book-style display, but it was widely seen as an underwhelming 'one more thing.'
- Apple also announced Apple Watch models with sound recognition and conversation playback, updated AirPods with better noise cancellation, and iPhone 18 Pro/Max with longer battery life and an upgraded camera system in a new burgundy color.
- Apple is increasingly focusing on subscription revenue and price increases, while delaying cheaper iPhone models until after the holiday season.
- The biggest long-term threat to Apple is AI, as chatbots like ChatGPT and Claude could replace the iPhone as users' primary gateway to digital life.
- Apple is positioning Siri and Apple Intelligence as a private AI-powered hub across its devices, but Siri remains weak and Apple has struggled with legal issues and reliance on Google's AI.
- Apple's cautious, privacy-focused approach offers advantages, but to truly build the future it will eventually need to take bigger risks.