Apple Unveils iPhone Duo, Muse AI Agent, Keith Rabois Joins | David Cahn, Mikey Shulman, David Perell, Jim Reilly, Fletcher Richman

**John Coogan** (0:00)
You're watching TBPN.

**Jordi Hays** (0:02)
Today is Wednesday, September 9th, 2026 You want to tell us how many days we got till Christmas? Because we are live from the TBPN UltraDome, the Temple of Technology, the Fortune Finance, the Capital of Capital.
How many days until Christmas?

**Jordi Hays** (0:15)
106 days until Christmas.

**Jordi Hays** (0:18)
The countdown really makes it feel like it's going faster. I feel like just the other day we were at 112 It's flying. It's flying by. Start shopping.
Just do it.

**Jordi Hays** (0:30)
Yeah. You actually have time to, again, like we talked about yesterday, remove your flooring, floorboards, all that stuff, and just dig straight down and install a permanent Christmas tree. Don't just get ready for Christmas 2026

**Jordi Hays** (0:46)
Be ready for next year. You also need to start thinking about gift giving. It's harder than ever to find good gifts. The best gift you can give someone is helping them save time and money. Get them on the ramp, time is money, save both, use corporate cards, bill payments, accounting, and a whole lot more. Mom, I got you a corporate card that you're gonna love.
Anyway.

**Jordi Hays** (1:07)
Pull this up.

**Jordi Hays** (1:08)
iPhone Duo is gonna be under a lot of Christmas trees, but what's more important than the new iPhone foldable?

**Jordi Hays** (1:16)
Pull up this graphic. I was hoping that Apple would announce this today. If you zoom in, you can see the tree is actually, the house is actually built around the tree.

**John Coogan** (1:27)
Yeah.

**Jordi Hays** (1:27)
Okay.

**John Coogan** (1:28)
Yeah.

**Jordi Hays** (1:28)
Stop building a home and adding a tree to it. Yeah.

**Jordi Hays** (1:31)
Find a Christmas tree and build a house around it. Yes. That's the Christmas spirit.

**Jordi Hays** (1:39)
Our mutual friend, John, sent this to me this morning. He's on top of it.

**Jordi Hays** (1:43)
Cool. Let's do it. Well, Apple has announced the iPhone Duo, their foldable phone.
We'll pull up some video and react to a little bit of it. I separately- Big question.

**Jordi Hays** (1:59)
Right away.

**Jordi Hays** (1:59)
What?

**Jordi Hays** (2:00)
How is this going to impact screen time? Does your screen time go twice as fast? Because you're actually locked in on two screens.

**Jordi Hays** (2:08)
Should you do pixel adjusted screen time too? If you're watching a laptop versus an Apple Watch, if I spend an hour on Apple Watch, is that like 15 minutes on the laptop, on the triple monitor set up, getting triple the screen time?

**Jordi Hays** (2:24)
Should we have the AirPods with the cameras? They didn't do that.

**Jordi Hays** (2:28)
They haven't announced those. I don't think they're going to. Not yet.

**John Coogan** (2:31)
Gherman's reporting.

**Jordi Hays** (2:32)
But when that comes, that could potentially help you add to your screen time by tracking screens out in the real world that you're seeing. True. They aren't getting picked up.

**Jordi Hays** (2:40)
True.
Yeah. Digital billboards. That should go in your screen time. Eventually it's going to be 24-7 screen time. Everyone's looking at a screen everywhere. There's our screen everywhere. You're looking at the windshield of your car. That's the screen.

**Jordi Hays** (2:52)
Can we pull up some real pictures of the Duo? Here it is.

**Jordi Hays** (2:56)
Here it is, the Duo.
In this video, there is no crease. I'm sure the YouTube tech reviewers will be hunting in all different lighting for creases, but it feels like Apple waited long enough to avoid a crease whatsoever. You will get no crease in your iPhone. That is crazy.

**Jordi Hays** (3:16)
Sitting there, boom.

**Jordi Hays** (3:17)
It's cool. I think this is going to sell like hotcakes. I think people are ready to spend, it's going to be like two grand, maybe three grand when you max it out. I think the Apple buyer, the Apple fanboy is ready for something that actually is a flex beyond, like a slight upgrade, you paid 30 percent more for the Pro.
This says you pulled out the big bucks. You dropped two grand.

**Jordi Hays** (3:42)
Well, that's been the thing. Relative to how much value you get out of a phone, phones have always been incredibly cheap, even the highest price.

**Jordi Hays** (3:51)
Yeah, you spend more time on your phone than you do in your car, and your car is 10 times the price of your phone, always, if not more.
So I think this will sell very well. It'll be interesting to see if anyone, if any new apps come from this, if people need to redesign stuff. We're having Mikey from Suno on the show later today, and Suno has an app that's really full-featured for iPhone. You can make songs, you can scroll a feed of other people's songs. But you do have to pop over to desktop if you want to get into their composer and actually deconstruct the song, and shift around different pieces of the song, and then you get a sort of garage band interface. What's his plan? Is he thinking, okay, this is going to sell enough that I need to re-engineer my app for a different flow. You've seen, even using a lot of normal iPhone apps on iPads, it usually just doesn't feel quite right scrolling. So I think there'll be a couple UI, UX opportunities, challenges, both. Interesting little bezel there where you can see the screen is curved, but it's on a blocked out, squared off edge there in the center. Two cameras on the back, one on the front.