Get your free personalized podcast brief

We scan new podcasts and send you the top 5 insights daily.

Major innovations can be kept as low-priority 'back burner' projects for years. Apple's foldable phone was in development for six years, waiting for core technology to miniaturize. Only then was it moved to the 'front burner,' with resources shifted from other projects to finalize and launch it.

Related Insights

Countering the narrative of stagnation, Apple is preparing its most packed product lineup in history for the next three years. Key releases include a foldable iPhone, AirPods with cameras, and AR glasses, all orchestrated by incoming CEO John Ternus to reignite product excitement.

Siri's recent AI-powered relaunch at WWDC comes 15 years after its initial debut. This demonstrates Apple's commitment to a core product vision, patiently waiting for the broader technology industry's capabilities (like LLMs) to catch up and make the original promise a reality.

At the old Apple, engineers dictated product constraints, and designers merely created a 'skin.' Steve Jobs and Jony Ive reversed this entirely. The design team created the ideal product vision, and it became the engineering team's non-negotiable job to figure out how to build it, even if it seemed impossible.

#421 Jony Ive thumbnail

#421 Jony Ive

Founders·4 months ago

While technologically impressive, Apple's expected $2,000 iPhone Fold faces a major behavioral hurdle: the world's content consumption has shifted decisively to vertical feeds (TikTok, Instagram, Shorts). A phone that unfolds horizontally may be a niche product for power users, failing to gain mass adoption because it runs counter to established user habits, much like Samsung's foldable phones have.

The seemingly unsuccessful thin iPhone Air is likely a strategic R&D initiative to master miniaturizing core components like silicon and PCBs. This effort paves the way for next-generation wearables like AI glasses, making the phone a public "road sign" for future products rather than a standalone sales priority.

For Apple's foldable to succeed, it must be positioned as a new device category—like a pocketable iPad Mini—rather than just an iPhone with a larger screen. Coupling this new form factor with a truly intelligent, Gemini-powered Siri could create a compelling new product.

Leaks suggest Apple's foldable iPhone will have a unique short and wide form factor when closed. This design could be a strategic move to create a superior thumb-typing experience, differentiating it from competitors who focus solely on creating a larger unfolded screen.

Apple's new foldable phone is a significant form factor change, not just an iterative spec bump. This will force developers to rethink app layouts and user flows, creating opportunities for new UI/UX paradigms beyond simply stretching existing apps for a larger screen.

Apple's packed roadmap of experimental products like smart glasses and robots marks a major strategic pivot from the past decade of iterative updates. This new, risk-tolerant approach is likely driven by competitive AI pressures and the transition to a new CEO.

Apple plans to launch a $2,500 foldable "iPhone Ultra" specifically to serve as a status symbol in the Chinese market, where foldables are already popular. This ultra-premium device is a strategic move to capture the high-end segment and boost sales in a critical region.