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It’s an anomaly. Pay attention to anomalies. In a new interview, Clique TV’s Mouloud Achour asked Ternus: “The Vision Pro: for you is it a test, a flop, or the first step to the future of what’s going to be…a computer?”…
The Asymmetric Weekly, for the week ending Sunday, Sept 20th. The more one one thinks about the iPhone Duo the more the Duo branding appears to be signifying something beyond two screens. Perhaps Duo is marking iPhone…
An Office Hours question asked by Fred S., September 11, 2026. Q: Will Apple follow what carmakers have done with certified pre-owned, taking the phones returned through Apple Upgrade, putting them in a nice package and…
· Farshad · Invitation, Office Hours
The second half of the Asymco Office Hours Duo took place on Friday, September 18. See the proceedings at asymco.com/live. In person: Boston Seaport. 4:00-5:30. Hang out with Horace & Co afterward at Asymco Happy Hours.…
An Office Hours question, September 11, 2026. Q: The Stairway to Heaven now tops out at $3,200. That’s a very high price at presumably low volume. How does it affect your thinking about the average selling price? If you…
An Office Hours question asked by Bob V., September 11, 2026. Q: When wrong answers came from ChatGPT under the original integration, Apple could say it was ChatGPT’s problem. Now AI is integrated into the OS itself.…
An Office Hours discussion, September 11, 2026. Q: The Duo starts at $2,000. How should people think about that price? I published this idea that the pricing of the product is about a dollar ninety a day at the starting…
An Office Hours question asked by Fred S., September 11, 2026. Q: One theme about the iPhone Duo seems underreported: pleasure, prestige, the pride of ownership. It’s always been there with Apple products, but being the…
· 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…
· Farshad · Invitation, Office Hours
I look at phones, so you don’t have to. For the second half of Asymco Office Hours Duo, join Horace Dediu live, in person or remotely this Friday Sept 18, for a live Q&A covering Apple’s September event, the first…
