Hardware future: folds, split releases, and iPhone Ultra

They predict a folding iPhone (iPhone Ultra), possible split release cadence, and implications for manufacturing and pricing.

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Subtitle: iPhone, Apple TV, iCloud, Other Services, and the Ecosystem

The guys wrap up their review of Apple's 2025 with a look at the iPhone, Apple TV, iCloud, and Apple's other services. They then zoom out and look at the overall ecosystem.

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