The hosts discuss Apple's newly announced foldable iPhone Duo and argue it will sell well based on status appeal and the value of phone usage relative to price. They then review Steve Jobs' 1985 prediction of conversational AI and speculate that Jobs would be pro-AI but anti-slop. The episode also covers Meta's new Muse personal AI agent, its distribution and monetization potential through Instagram, and the competitive threat to Instinct. Finally they discuss an Anthropic researcher's resignation over AI existential risk and the resulting p(doom) debate.
This TBPN video, published September 10, 2026, features John Coogan discussing AAPL, META. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: John Coogan · Tickers: AAPL, META