Odd Lots · Thursday, July 23, 2026
Apple is preparing for a significant product rollout over the next three years, including a foldable 'iPhone Ultra' expected in late 2026, followed by AirPods with cameras and smart glasses in 2027. The company also plans to introduce smart home devices, a robotic smart home hub, and eventually augmented reality glasses with high visual fidelity.
“I think the foldable phone, I'm calling it the iPhone Ultra. Apple's coming out with it in September October timeframe, is going to be really hot, really successful in China. It's going to be a status symbol. People are driven to status symbols in China. It's going to be twenty five hundred dollars roughly, and so I think it's going to be a big seller there.”
“The other thing is they have this new serie AI, and what they've done is they took their artificial intelligence models. Those are called AFM or Apple Foundation models. That whole team just basically got blown up over the last year. A bunch of them went to Meta for fifty million dollars pay packages, but of them went to Google, Anthropic, Microsoft, you name it. So Apple opened up the hood of their models. They're paying billions of dollars to Google to have redeveloped the underpinnings of their models. And so now Siri, Now Serri is competent.”
“So we'll start off with the foldable phone and the eighteen pro and pro Max. This fall, you're gonna get a new oled iPad Mini. I wrote a story about it today. So you're gonna get a new old display, so same visual clarity that you get on an iPhone. The current ip admitte is stuck on an old LCD. Next year, you're gonna get some of the wearables, so you're gonna get that foldable phone two actually in the fall, but you're also going to get the AirPods with cameras, and you're going to get the smart glasses. And then the other big one next year is the twentieth anniversary iPhone, the iPhone twenty or the iPhone xx, whatever you want to call it, and that is going to be an all glass phone that meshes well with the liquid glass. The new software they rolled out last year and updated this year.”