Mac OS Ken Ming-Chi Kuo on iPhone Fold + Sony Buys Peanuts - MOSK: 12.19.2025
Dec 19, 2025
Ming-Chi Kuo hints at a foldable iPhone arriving by late 2026, but warns of supply limitations. Apple is adapting to Japan's app laws, allowing alternative app stores and payment options. Sony's acquisition of a controlling interest in Peanuts raises questions about its impact on Apple TV. Meanwhile, Apple TV adds two new shows: a dramedy adaptation of 'Beat the Reaper' and the thriller 'Imperfect Women,' starring a stellar cast. Plus, a new wildlife docuseries called 'Born to Be Wild' catches viewers' attention.
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AI Pressure Spurs Apple Roadmap Shift
- Ming-Chi Kuo says cloud AI advances push user expectations for on-device AI and will pressure Apple to improve Siri by WWDC 2026.
- Kuo expects Apple to deepen collaboration with Google's Gemini while developing an in-house model long-term.
ChatGPT Fails At Reliable Playlist Help
- Ken Ray recounts a Mastodon user testing ChatGPT's Apple Music interaction and finding it privacy-safe but mostly useless for playlist-specific work.
- The assistant suggested songs already on the list and even fabricated one, undermining reliability.
AI Strategy Tied To Foldable Timing
- Kuo links Apple's AI push in 2023 to the iPhone Air and the anticipated iPhone foldable as strategic responses to AI-driven market shifts.
- He warns foldable production faces yield and ramp challenges, likely causing shortages through 2026.