Apple (AAPL) is making a defensive move with the iPhone 17E and a refreshed iPad Air, targeting budget-conscious consumers as smartphone demand cools. Daniel Rubino explains why the $599 price point is crucial for protecting market share against lower-cost Android rivals. The conversation also explores Apple Intelligence’s slow rollout, arguing that ecosystem lock-in gives Apple breathing room while the industry waits for a truly compelling generative A.I. upgrade cycle.

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