▶ 9:01 · $AAPL · Creative Strategies CEO sees Apple doubling foldable market but remaining niche at 15-20M units annually

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

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speakers

ben behar

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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