Blanchard: iPhone Duo Sells Out; Siri AI to Drive Apple’s Growth

Bullish Gator

Preorders for the iPhone Duo sold out in minutes; Blanchard sees no consumer reluctance and expects Siri agentic AI updates, not iPhone 18 softness, to drive Apple’s future growth.

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What stands out

Olivier Blanchard highlights two concrete observations: iPhone Duo preorders sold out within minutes, and Apple’s Siri updates will deliver agentic AI features that could expand hardware value. The sellout is a real-time demand signal that contradicts a simple ‘too expensive’ narrative, while the emphasis on Siri as a platform-level upgrade shifts the conversation from one product cycle to an ongoing software-driven advantage. The clip is notable because it trades a short-term iPhone sales prediction for a longer view that leans on software-led differentiation.