00:00In the Western world, the iPhone is unambiguously the best smartphone when you factor it in totality.
00:07But they're not the most creative phone.
00:10They don't have the best form factors.
00:12They don't have the best screen technology.
00:13I would probably give that to Samsung by a small margin.
00:17Don't forget Samsung designs and develops, you know, all those components, right?
00:21From a camera perspective in the Western world, you're talking about Google.
00:24Google identified a decade ago that the magic to making a better camera isn't necessarily the sensors and the hardware.
00:31It's the AI.
00:32Apple has not been exactly a leader in the AI space.
00:37Yeah.
00:37But when you're talking about the combination of design, hardware, accessibility, right?
00:44Like a product that people understand how to use, ecosystem, customer service, the whole nine yards, Apple is certainly in
00:51the lead.
00:51You go to China, it's a whole different world.
00:53I don't think people understand that China is just literally a different planet when it comes to technology.
00:58They have foldables.
00:59They have trifolds.
01:00They have this.
01:01They have that.
01:02They have glasses.
01:03They have bigger tablets.
01:04They have these tabletop robotic devices on people's desks.
01:08The cameras on the phones in China, you're talking about Vivo.
01:11You're talking about Xiaomi, Huawei.
01:13They will destroy Apple head to head.
01:16Apple needs to step it up in China when it comes to hardware.
01:20I think the iPhone Air and the iPhone 17 Pro Max were good steps in that direction.
01:25I think the foldable phone, I'm calling it the iPhone Ultra, Apple's coming out with it in September, October time
01:32frame, is going to be really hot, really successful in China.
01:37It's going to be a status symbol.
01:38People are driven to status symbols in China.
01:40It's going to be $2,500 roughly.
01:42And so I think it's going to be a big seller there, given how popular foldables are there.
01:46I think it's going to be a big seller there.
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