00:00.
00:45I'll see you next time.
01:13I'll see you next time.
01:35Well, look, it was exciting.
01:37I mean, to see John Ternus walk out on stage, you know, signal this new era for Apple.
01:42And here we are.
01:43And there's more excitement around this iPhone Duo than I've seen around any other Apple product in a very long
01:49time.
01:50I think what the Duo does is it raises all boats.
01:53I think you're going to see a lot more people look at foldables as an interesting new alternative.
01:59I do think Apple, you know, will probably steal some sales from Samsung and some of these other foldable devices.
02:05But I also think we're going to see more people giving credence to this idea of a foldable design.
02:11And, you know, we could see it raise up to maybe 10 percent of the market.
02:15It's never going to become the mainstream, not for a very long time.
02:18But I think in the near term, we could see a significant growth.
02:21I mean, John did good.
02:24I love the handover till the last minute with Tim in the video coming and saying, you know, I'm not
02:33your guy.
02:33He's the guy.
02:34I thought it was so well done.
02:36But I like what John is signaling, which is that the phone is still here to stay.
02:43It's changing the value that we put on the phone and that the other devices will come around that phone
02:52to bring even more value.
02:54The main takeaway is that you might go to a foldable because of what it looks like, but you're going
03:00to stay for the software.
03:02I think Apple has done a great job in really limiting all the friction points that you might have as
03:09you learn what you can do with a new form factor.
03:12And I think that that is ultimately what is going to drive engagement and stickiness to the form factor.
04:12You
