What to Expect From the Apple iPhone 16 Launch

And this is an odd one. And we'd love some color from you. This feels like unveiling something that doesn't exist yet and might not exist for a number of months maybe even quarters. Can you walk us through how odd this product unveiling actually is. Yeah that's it. That's an accurate framing. I mean the most bullish on the street see a super cycle right where they believe tangibly the consumer is ready for artificial intelligence on device. But the plan is as follows. We'll probably get four variants of the iPhone 16 generation unveiled today and they'll start shipping at the end of this month. But as is now well documented the supporting software through IOS 18.1 in other words the update that gives you access to Apple's artificial intelligence tool is staggered delayed into October. And so there's actually a really interesting element of sort of misunderstanding. For example the bulls on the street who see the super cycle are very excited about hand set upgrades in China driven by enthusiasm for AI. As you discussed with your guests earlier Apple is not making Apple intelligence available in China in the first instance pending regulatory approval. And it is sort of this curious thing. How do you unveil software. It doesn't have the same sort of sexiness as something that folds or something that's got new corners or whatever. Usually the hardware that they unleash is how are they going to make a software update that you can't get until next year. Sexy. Yeah I think the story for everyone around the world is if I'm an everyday consumer how do I actually use this technology. You know the beta version of IOS 18.1 has given us a clue. It's tech summer summarization. Some of the reporting from Bloomberg is that it's the image or image generation functionality that's delayed. A lot of that plays itself out on social media. Right. It's pretty easy now to create a meme. I had dinner with it with it. Let's call them a tech CEO last night. What I found so interesting is again Apple intelligence isn't going to be released in the first instance in Europe out of concern for some of the regulatory pressure there. But actually in Europe the consumer isn't as interested as they are. It's easy for me to sit here in Silicon Valley. Literally I have every generative AI tool under the sun installed on my phone. But that's culturally in line with what goes on here. There's there's a simple story that needs to be told in markets around the world. This is how you use AI on your device daily and this is how it will impact either your work or your personal life.