Anurag Rana

speaker

534 appearances 29 recordings 3 series first heard Dec 2025 last heard 6d ago

Anurag Rana’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 29 in all, peaking in Apr 2026 with 7.

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Bloomberg Tech · Apple’s Ternus Era Starts the iPhone Duo · 10 Sep 2026 podcast

Yeah, I think the rumor was that they had asked suppliers to do about 10 million units or so.

But I think for the first time in years, I've seen a product that is designed far better than the earlier generation of products.

The UI was completely mind-blowing in terms of how the software was infused.

I mean, I could see so many new use cases in terms of consumers having things side by side.

So again, you have to remember, the ultra side of the Apple consumer is fairly expensive and rich, I would say.

So if you are selling about, let's say, 240, 250 million units in a year, you know, 14 million is not that big of a deal in terms of like that's not even, you know, 6% of the total units you're going to sell in a year.

And there are massive amount of affluent consumers who would do that.

In fact, in our own circle, I asked a bunch of people and I got an overwhelming response that they actually may be thinking of upgrading for the first time in years.

See, I think 2000 is exactly what Mark Gurman had reported.

So we were looking into that.

But what I was surprised about is when you look at the upgrade plan, it was priced at about $57.99 a month for 24 months, which means the residual value after two years is also still over $600.

So that number was a bit surprising to me because I would have thought that would be a little higher.

I think that's a very attractive price point for people who want to finance it.

I mean, $58 a month is not that much if you are thinking about it from that point of view.

I think one of the things that really caught my attention was that the center of discussion was around the product quality design and the integration of the whole ecosystem.

He talked about it a lot.

And I think that's where going back to the roots of Steve Jobs,

you know, the focus on that.

And again, you know, Marcus said that, you know, he has been working on this project for a very long period of time.

I'm really curious to see if he's able to spend some more money, I would say a little more capex into new product developments.

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