Foldable Phone

“And so when Samsung made its big foldable phone push in 20, 21 interesting thing happened. So first of all, their overall sales went up by six percent, but revenue went up 11%.”

“Apple is on schedule to release one this upcoming year, so why not wait?”

“I actually think they're gonna have a real moment, and the reason I think that's exciting is the phone form factor has not evolved since the, basically, the original iPhone.”