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Why Apple Is Betting on Foldable iPhones

When new Apple CEO John Ternus showed off the first version of a foldable iPhone at an event earlier this month, there was a good chance many Americans watching clips of the video stream had never thought hard about buying such a device. But Apple is betting that the same demand that’s driven double-digit growth of such phones outside North America for Huawei, Samsung and others will boost sales of its flagship iPhones. Demand for such smartphones, whose hinged sides open to one large glass...

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Community Commentary

Donald ValentinaConsigliere
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Fascinating. More like this please.
Zachary MagdovitzPartner, Co-FounderLorimer Ventures
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Favorite read in a while.
Paul BaierCEOGai Insights
on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%
The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).
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