The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 20 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 20 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Kantrowitz: Apple Will Make Big Acquisitions in John Ternus's First Year
“I think Apple's gonna make some big acquisitions in Ternus' first year for him to set the tone that it's gonna be different, and I think that's good.”
Anthropic will likely IPO at a $1 trillion valuation
“Anthropic is probably going to go public at a trillion.”
Kantrowitz: Apple Is on Schedule to Release a Foldable Phone in 2026
“Apple is on schedule to release one this upcoming year, so why not wait?”
Siegler: Apple services will overtake the iPhone within a decade
“I think at some point in the next decade, services will pass the iPhone as the largest business for Apple.”
Ives: Meta and Google will eventually integrate into Apple Intelligence
“Apple basically said, we now will be the castle for AI. And if you want access to it, you got to come through Apple intelligence, clearly open AI. I eventually think Meta Google are going to have to make the same move.”
Roy: Apple's Services revenue will eventually surpass its iPhone revenue
“I think it's gonna happen. I mean, after the announcement of the 16, I think I think it's probably gonna be sooner rather than later”
Siegler: Apple will undoubtedly face class action lawsuits over foldable iPhones
“There will be, of course, people who bend it the other way to prove that it could bend, you know, it's not invincible and there'll be all sorts of fun class action lawsuits undoubtedly that, that arise as these new form factors come into play.”
Siegler: Apple will likely increase CapEx spending for AI inference
“I think that it's a reasonable assumption to make that they're going to start spending more on capex too. Even if they're not going to train models, they're not going to train an LLM inference and doing other things that you need to do.”
Kantrowitz: Apple will release a folding iPhone next year and curved glass after
“This is the first of three consecutive years of new model releases. It's going to start with the iPhone. Air this year, next year, they're going to move to the fold in the year after the curved glass”
Levie: Big Tech will avoid tens-of-billions-dollar AI mega-acquisitions
“So I would more bet not on one of these very large multi-tens of billions of dollar deals, simply because there's other paths to get there that are not as complicated.”
Kantrowitz expects foldable iPhone AppleCare will cost $300 to $400
“It's a 2000 dollar plus phone. I'm sure it'll be 300 dollars maybe 300 dollars for two years or 400 for two years to get the care package on it and then services revenue grow right with it.”
Apple Will Likely Raise iPhone Prices to Fund Its AI Buildout
“They're probably going to raise prices on iPhone, and it would be much better to do so and increase your margin because of you know, the AI build out then potentially, you know, you just having a hunger for more margins and more money.”
Siegler: Apple will raise upcoming iPhone prices by $100 to $200
“My best guess, and I've written about this is sort of, I I'm sort of angling towards the 100 to 200 dollar price raise for all the devices, obviously depending on what the device is and how much RAM and if it's a pro model or whatnot.”
Siegler: Apple's upcoming Ultra/foldable iPhone will start at at least $2,000
“It looks like that's going to start at least at 2000 dollars. And so that will be by far the highest starting point of an iPhone yet.”
Siegler: Apple will eventually merge hardware subscriptions into Apple One
“It's not baked into apple one right now, but you can see them eventually merging it. And you being like in this whole ecosystem of just paying apple a monthly fee for all of your different services, like. Cloud and the iPhone itself.”
Siegler: Apple will not acquire Perplexity AI after kicking tires
“I don't think it'll be apple for the reasons that we've talked about. I think that apple kicked those tires and decided not to go down that path.”
Siegler: Apple May Release a Foldable Device Around 2026
“Obviously Apple's going to go down the path. It sounds like maybe next year. And they'll have something like that”
Kantrowitz: Apple will soon release Siri-powered smart glasses to rival Meta's offering
“And I think it's not going to be too long until we see Apple build a product like this of their own, if not one with an enhanced Siri to hit one of your most favorite things.”
Siegler: Apple's Klarna subscription program will expand to Europe and worldwide
“It's us only right now, but given that their partner here is Klarna, which is a European company, you would expect that probably this goes at least to Europe, if not worldwide, you know, eventually sooner rather than later.”