“It's a technology exercise to really set the stage for an eventual foldable iPhone. They have to create thinner form factors, thinner batteries, more advanced materials like titanium for the casing in order to create something like the foldable phone to compete where Google has been for three years, where Samsung has been for seven years, and so the iPhone Air gets you on that trajectory.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Mark Gurman
PredictionNot checkable as stated
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“So anyways, it'll be Ternus or Sabi or someone completely out of left field. I don't think this is imminent. So we'll see what ultimately happens, but all signs are turning towards Ternus.”
Mark GurmanApr 22, 2026▶ 3:20Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN
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“The big AI thing for Apple is the revamped Siri coming out in the spring. They're using a Google Gemini model to power it, which I think is going to make it pretty top tier.”
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AssertionNot checkable as stated
Gurman: Anthropic demanded $1B+ in year one to power Siri
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AssertionNot checkable as stated
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“First, on the perplexity, when I was the one who broke that, that was real. That did not come from perplexity. The idea there was Apple was sort of scared out of its mind that it was going to lose this Google search deal. It was a very real possibility the jud…”
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