Mark Gurman

And what I d- what I thought going into the event, we knew what was gonna happen.

Uh, credit Bloomberg's Mark Gurman.

I mean, just his coverage in predicting what's gonna happen is, uh, spectacular.

So we knew about that, but I had this as probably my fourth or fifth most important topic, the foldable phone, because I just didn't think it was gonna resonate.

But I think what I think stood out, I mean, the biggest, uh, uh, uh, event yesterday related to Ternus was even before the pre-record started, he addressed people in Steve Jobs Theater, and he did just a really good job of emphasizing the exciting excitement that he has around future products, and that's typically a well-traveled line for Apple is, "We're really excited about future products." But he said that in the midst of, uh, really downplaying what they were gonna announce yesterday, kind of focusing really on that future.

And so from my perspective, uh, it's John Ternus is less about the foldable iPhone, more about ultimately what's gonna come.

And go back and credit Mark Gurman here.

Uh, just to put into perspective how good he is, is that everything that was announced yesterday, he predicted, but he's also, uh, gone out and predicted what John is gonna announce next year and even in 2028.

Doing it his first one as CEO, now we don't have to wonder, like, when is the first time Junker's going to do it? Apple shipped a folding phone, and this was rumored.

Journalist Mark Gurman has been talking about this for months.

All the rumors were correct.

It's the two-camera phone, titanium, the hinge.

for context, estimates are that, these are like analyst estimates, is that Apple could sell roughly 10 million of them.

Okay.

Now, Apple also has said that they're going to be, well, the reporting from Mark Gurman is that they're going to be supply constrained.

So they may not sell 10 million of them.

...

I think you'd agree with me here, I want Mark Gurman's contacts.

[laughs]

Mark Gurman from Bloomberg.

Yeah.

The bloke-

when they selected him as CEO.

It seems almost greedy to look ahead and say, where do we go from here? But give shout out, we all owe Bloomberg's Mark Gurman quite a debt for being the oracle who has the supply chain leaks.

I don't know how he does it.

But A lot of us are informed ahead of the event as to what is coming.

Apple will place some bets.

I think the home is still an area they haven't made a big push into.

And that's one that, again, I think Mark Gurman has made some nods in that direction.

But I never lose sight of the fact that it is the iPhone that's a cash cow.

And now, that's obviously not the case.

Now, from, you know, our colleague, Mark Gurman, who has done some reporting on it, basically is Down the road, Siri is going to be so sophisticated that you can ask Siri to pick whichever model you want down the road.

Or for that matter, you can do it in the back end.

Are these companies building an infrastructure where the models are fungible? Or will they have to go back and now redo the whole thing again if, you know, let's say another company, their frontier model is just so much better than the one that they are using right now?

The AirPods 5.

I don't think we were really expecting new AirPods until like a month ago when Mark Gurman said that AirPods 5 are coming.

Yeah, and he had mentioned possibly the H3 chip, which I thought would have been weird to introduce in base model AirPods instead of the Pros.

And I'm glad that it ended up being the H2 chip just because I'm on AirPods Pro 3 and I prefer not to have to upgrade them anytime too terribly soon.

You can go ahead and schedule it with Quest, which is great.

It's going to take all the information and give you an estimate of your health age and how it compares to your biological age and kind of how you're doing in terms of where your body should is the wrong word, but kind of medical consensus, I guess, of how things are going.

All of this together sounds to me a lot like the health and fitness subscription that Mark Gurman had been rumoring for a couple years that Apple was building, even going so far as I think they've hired doctors to make informational videos that go along with some of these insights, which is great because you don't want to just get your phone telling you, oh, yeah, you're like 10 years older than you should be.

You've got to change this.

The new App Store boss, Eddie Cue, wants to squeeze additional revenue from developers, according to a Bloomberg report.

If you're interested in all things Apple, you should definitely subscribe to Mark Gurman's Apple newsletter.

His report suggests that Apple's new CEO, John Ternes, and the new App Store boss, Eddie Cue, want to raise margins and squeeze more revenue out of the App Store.

And he also suggests that Phil Schiller the departing App Store boss.

me.

This was a product that was long kind of foreshadowed or foretold by Mark Gurman at Bloomberg and others, everybody knew this was coming.

The surprise is that it's as nicely done as it is, and it addresses many of the complaints about these phones.

Apple has been, to say that Apple's been coasting is not entirely fair, but they kind of have been coasting.