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Duo

  1. Apple’s Unpretentious Moonshot

    · · Research

    An Office Hours question, September 11, 2026. Q: Aside from the iPhone Pro & Duo, what was significant with Apple’s latest? We’ve had a lot of betas since WWDC, leading to OS 27. That’ll be big. People overall have been…

  2. Refurbishing the Innovator’s Dilemma

    · · Nota Bene

    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…

  3. Stairway to the $3200 Heaven

    · · Research

    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…

  4. Siri, not a companion, by design.

    · · Nota Bene

    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.…

  5. Duo dollars a day, Duo cents an unlock

    · · Research

    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…

  6. The iPhone Duo: theater, not specs

    · · Nota Bene

    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…