This episode covers rumors that Apple’s foldable iPhone will use Liquid Metal hinges for durability and a crease-free display. Analyst Ming-Chi Kuo reports that CEO John Ternus scaled back Apple’s Vision roadmap, focusing on AI glasses in 2027 and AR glasses in 2029. Additionally, Apple plans to use Google’s cloud and NVIDIA’s Blackwell chips for the new Gemini-powered Siri, prioritizing feature delivery over full vertical integration ahead of WWDC.