▶ 9:01 · $AAPL · Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise?

episode briefing

Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise?

2026-09-11 · 2 company · 3 thematic

sentiment

1 bull0 bear1 neu

speakers

CEO of Creative Strategies, a technology market research and consulting firm, with over 20 years attending Apple events and analyzing consumer technology markets including foldables and smartphones.

dan rogers

CEO of Asana (ASAN), a work management platform, leading the company's pivot to AI agents and consumption-based pricing with early traction showing 25% AI attach rates in largest customers and new AI products for IT, R&D, and client-facing teams.

quote

“I think Apple immediately comes in and helps double the size of the foldable market, but again, we're not talking we're still talking a small percentage of the overall iPhone sales will still be foldables for the foreseeable future. ... We…”

—ben behar

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