Alex Kantrowitz: Great news for Apple that there's a story not involving Apple Intelligence or AI

iPhone Demand & Product Strategy - Apple's iPhone demand, particularly in China, is strong, indicating success with current models [1][4] - The iPhone Pro model is expected to outsell the iPhone Air, suggesting consumers prioritize advanced features [6] - The iPhone Air is perceived as an "in-between" product, lacking a clear target audience and unique selling point [5] AI & Competitive Landscape - Apple's progress in AI is perceived as lagging behind competitors, posing a long-term liability [11] - The integration of AI into operating systems is not currently a game-changer, as evidenced by the availability of apps like ChatGPT on multiple platforms [10] - Meta's AI glasses are not an immediate threat to the iPhone, but could potentially reduce reliance on phones in the long term [16] - The development and adoption of AI technologies, similar to self-driving cars, will take time and may not happen overnight [15] Future Product Development - Apple is planning a full lineup of new phones, including a foldable phone and a curved glass model, in the coming years [11]