M.G. Siegler is the author of Spyglass. Siegler joins Big Technology to discuss Apple’s sudden burst of new products and what it means for the company as John Ternus takes over from Tim Cook. Tune in to hear why Apple’s foldable iPhone could reinvigorate the business, how its new hardware strategy marks a departure from the past, and what challenges Ternus will face as CEO. We also cover Google’s shifting AI strategy, OpenAI’s resurgence, Anthropic’s potential IPO, and the increasingly blurry meaning of AGI. Hit play for a wide-ranging look at Apple’s new era and the rapidly changing competitive landscape in artificial intelligence. --- Chapters 00:00 Apple's New Product Strategy and Market Position 02:00 Details of the Foldable iPhone Ultra 04:14 Market Reception and Pricing of Foldable Phones 06:07 Apple's Leadership Transition and Strategic Implications 07:57 Upcoming Apple Products: MacBook Touch and Smart Home Hub 12:07 Design and Software Considerations for Foldable Devices 14:48 Consumer Use Cases and Media Consumption on Foldables 20:03 Challenges and Opportunities for Apple under New Leadership 25:06 AI Development: Google, OpenAI, and Anthropic 30:13 Market Competition and Strategic Shifts in AI 40:06 Future Product Roadmap and Strategic Vision for Apple --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b