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Asymco Office Hours Duo: The First Ternus Keynote – Sunnyvale Session Recording & Transcript, September 11, 2026
· Farshad · Office Hours
Recording and transcript of the September 11, 2026 of the Office Hours Duo, recorded in Sunnyvale two days after Apple’s September event, the first keynote under John Ternus.
Horace shares his impressions from the event and the briefings that followed and takes questions from Asymco One subscribers.
See inside:
- Duo: a pricing decision made seven years ago
- Theatrical, not cinematic: on the attraction of moving objects
- Duo cents an unlock
- The 1.2 billion-dollar puzzle of the iPhone ASP
- Why launch iPhone 18 in spring?
- The anti-social: Siri, designed not to be a companion
- Apple’s unpretentious moonshot
- Memory: one-hundred year flood led to famine. What’s next?
Subscribe to Asymco One to see the full recording and transcripts.
If you missed the first part of Office Hours Duo, you can still join us this coming Friday in person or remotely.
Video Recording
Subscribe to Asymco One to watch the recording and read the transcript.
Transcript
The rest of this post is for Asymco members. Continue reading on asymco.com.
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