Apple suddenly looks less like the company trying to win the AI arms race outright, and more like the company trying to skip the least efficient parts. At the same time, the foldable iPhone rumors are starting to sound weirdly specific, which is usually when things get interesting.

• Apple AI strategy
• Foldable iPhone rumors
• Overcast and practical infrastructure
• Passkeys and login friction
• Apple design and product judgment
• Ads, hardware strategy, and leadership

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