Uploaded September 2026 | Updated September 2026, 16 hours ago

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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.
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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

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