Apple is seven years late to foldables and takes 44% of the money | The Pirate Street Journal

The Pirate Street Journal · Sep 15, 2026 · 40m

HERE'S WHAT WE COVERED IN THIS EPISODE:

1. Apple was seven years late and still takes 44% of the money.

Apple put the iPhone Duo on stage at $1,999. The other prices went up $100 and the base iPhone disappeared, so the cheapest new iPhone this fall is $1,199. Samsung has sold foldables since 2019 and shipments fell 15% this year. IDC still gives Apple 44% of foldable revenue in 2026, for a phone that ships October 23rd. How do you sell a $10,000 watch? Put it next to a $100,000 one. Superconsumers, the small group that drives most of the spending, will pay for a big jump in price when they…