Bloomberg Surveillance · Thursday, September 10, 2026
Gene Munster of Deepwater Asset Management believes the iPhone Duo's larger screen, combined with advancements in Siri, positions Apple to lead in personalized AI. He sees this as a new canvas for developers to create agentic applications, allowing devices to understand personal context and perform tasks for the user.
“So you're picking up on something that they hinted to on the event yesterday, which is this idea that a new form factor, and really what this is is 50% bigger than the largest current, the Pro Max, that that opens up kind of a new canvas for app developers.”
“And so what you can do, the types of applications, when you have a device like this, just opens up new potential. Why that matters is that these new applications are going to become increasingly agentic. And that's this whole concept of personalized AI, the ability of the machine to understand personal context, but also do work for you.”
“And I think when you put all this together, when you put kind of the duo in combination with what Apple is doing around their whole new Siri. I think what it positions Apple is to be the best positioned company when it comes to personalized AI, a whole theme that really hasn't started.”