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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…
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…
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 · Office Hours, Research
An Office Hours question asked by Bob V., July 31, 2026. Q: I’ve seen mostly positive reviews from the press about the AI features in Apple’s public betas. How well do you think Apple is doing in pushing back against the…
· Farshad · Office Hours, Research
An Office Hours question asked by Joseph B., July 31, 2026. Q: Would Apple buy a memory maker — get into RAM itself? They said they wouldn’t get into this, and I’m surprised they said it — even if they thought they…
· Farshad · Office Hours, Research
An Office Hours question asked by Frederick H., July 31, 2026. Q: What is the reason for the obsession with making movies and TV shows? There must be a strategy behind this. It’s one of those things you get enlightened…
