The recent launch of the iPhone XVI failed to excite consumers due to its similarities with previous models and the delayed release of iOS 18 which includes AI features.
Doug pointed out that consumers now feel they can wait to purchase the iPhone XVI until the new operating system is available, which reflects an ongoing problem for Apple.
The discussion emphasized that Apple's failure to innovate significantly could lead to struggles in retaining competitiveness, particularly against strong local rivals in China.
Both Doug and Lee expressed skepticism about Apple's strategies moving forward, suggesting that the current stock price may have peaked without new breakthroughs in product offerings.
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