iPhone will be rising again if Apple make this in the reality

Airpod? No Aipod !!!

As you see new product lines are coming into the market in the era of Gen-AI that can cannibalize iPhone revenue such as AI pin from Humane and Rabbit. These products are based on generative AI features. But in terms of UX, they have one common weak point, which is information and conversation are revealed in the ambient environment. They interact with devices using voices and open speakers. When you talk to these generative AI-based devices, your conversation and data are revealed to the public. In terms of privacy and user experience, This is not a good feature. Compared to these products, Apple already has the Airpod, which has ear-in speakers that you can interact with devices using your voice but at least the response from your voice is not revealed to the public. No one wants to reveal your conversation in an ambient and public environment. I guess Apple already started to build interconnectivity between the iPhone and Airpod using generative AI. In terms of UX, AI Pin and Rabbit will not threat iPhone revenue because they are born with weak UX feature that is related to "Privacy" Build a new Airpod? Nope! Build Aipod, People will wear always on the move. This is the second secret weapon for Apple in the era of Gen-AI.

Focus on what Apple can do well which is to build a cohesive UX among Apple devices. This will be wide-moat for Apple. And also Build regional and culturally specific features for China. I am not worrying about declining iPhone sales in China. Just keep doing What Apple can do really well. and also a Recent Visit to China and had a business meeting with BYD. I think Apple still thinks about disruption in the EV market. They are not giving up!!!