Apple’s Most Ambitious Roadmap Ever? + OpenAI vs. Google vs. Anthropic Revisited
Summary
Hosts Alex and MG analyze Apple's upcoming September event, headlined by the first foldable iPhone, dubbed the "iPhone Ultra," which aims to boost average selling prices ahead of John Ternus's CEO transition. The discussion covers the device's passport-style form factor, competitive positioning against Samsung, and the strategic timing of Tim Cook's departure, noting his massive $45 million compensation package as Executive Chairman. The episode also reviews the AI-ready MacBook Pro with a touch display, the new smart home hub, and the broader state of AI competition among OpenAI, Anthropic…
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