Month: September 2026

David Smith on Mastodon:

The eve of iPhone 18 Pro pre-orders seems a good time to look back at the iPhone 17 family’s adoption. Here’s the 17 family data as a percentage of overall usage for Widgetsmith.

Generally they followed the usual adoption pattern, and overall did very well ending at around 20% of total usage.

With the exception of the Air really struggling to find market share. For comparison the 16 Plus ended its first year at around 1.4% (vs the Air’s 0.3%).

Matt Birchler adds:

This works out to about 6% of my iPhone users using the iPhone Air, or about 20x more proportionally than David’s more mainstream app. Honestly, the numbers are pretty striking here, with David showing a pretty even split between the iPhone 17, 17 Pro, and 17 Pro Max, slightly decreasing in that order. Meanwhile, almost half of my users are on the Pro Max, another quarter are on the Pro, and the 17 is neck and neck with the Air. Clearly, my customers lean more enthusiast and are higher end buyers on average.

The apparent unpopularity of the iPhone Air is not what caught my eye. Instead, it is the percentage of iPhone 17e users: 0.5% of Widgetsmith users, and something like 1–2% of the total iPhone 17 generation in Birchler’s. (I am eyeballing the latter.)

Neither the Air nor the “E” phones are popular enough to be on the TelemetryDeck chart. Meanwhile, Counterpoint says the 17e is the seventh most popular smartphone in the world. The Air does not make Counterpoint’s top ten; neither do any folding phones. The 17 Pro Max and 17 Pro are, apparently, the second- and third-most popular smartphone models worldwide.

Brian X. Chen, New York Times:

But even though they’ve been around for years, foldable phones aren’t particularly popular. They’re expensive, awkward and not as durable as regular smartphones. So why did Apple build one?

[…]

Foldable phones, which account for less than 2 percent of the handset market, may be the only part of the phone industry that will grow this year. IDC said it expected the chip-shortage-induced price increases to contribute to a 17 percent drop in worldwide smartphone sales this year — the steepest annual decline in history. However, sales of foldable phones could grow 12 percent to 22.9 million because of the iPhone Duo’s arrival, the research firm said.

It is worth noting Counterpoint’s stats blend book-style folding phones, like Google’s Pixel Fold and Samsung’s Galaxy Z Fold8 Ultra — yes, that is the real name — and regular-sized phones that flip in half. This is kind of important for the conclusion Chen draws, which is that this is a way for Apple to justify charging at least $2,000 USD for a smartphone. But I am curious if the ultra-expensive part of the market has sold as well as less-premium flip phones.

Samsung’s Galaxy S26 Ultra, for example, starts at $1,100 USD, while its Fold8 jumps to a starting price of $1,900 USD. But the Flip8, which is very similar to the S26 Ultra, is just $100 USD more than its non-folding sibling. Perhaps unsurprisingly, the only person I know with a folding phone has one of the flip ones.1 But Google and Samsung do not have the brand cachet of Apple, and a $2,000 iPhone is an incredible status symbol.

The biggest question I have is whether folding phones become a mainstream category. The iPhone X’s thousand-dollar pricetag was a huge amount of money when it was released, but Apple had no trouble selling it and its subsequent thousand-plus-dollar phones. Just as importantly, however, is that it set a new standard that quickly flowed to the company’s less expensive models. Apple has not sold an iPhone with a home button since last year. Is the Duo a similar conceptual leap, or will a book-style folding phone always be a niche?


  1. If it were up to me, I wish Apple had introduced a flip phone instead. I do not want to carry an iPad-sized display; I want my iPhone to fit better in my pocket. It would not have been as much of a new or different experience, but I never had cause to so frequently repair the pocket linings of my pants until phones got this big. ↥︎

Apple held its annual September major product rollout today announcing, among other things, updated Apple Watch models with “Audio Intelligence” features. One of those features is “Live Rewind”:

A double press of the Digital Crown shows the previous 15 seconds of a conversation as a text snippet, so the user can catch something they may have missed or are less familiar with. Users can ask Siri about the content of the text or save it to the Siri app to revisit later.

This feature is also coming to iPhone 16 and newer models. (Sorry, I misread the support document. Just Apple Watch.) Apple swears up and down it is doing all it can to make this private and secure, and I have no reason to believe otherwise. The audio is apparently not actually saved and is, instead, merely transcribed by a dedicated coprocessor. That text is automatically deleted unless the user takes an action to save it, too.

But good luck explaining that to anyone around you after you read back an exact transcript of what they just said. Apple says they should be sufficiently notified Live Rewind is active because “an audible chime plays from the speaker on your Apple Watch, even if your Apple Watch is on silent or you have headphones connected”, plus the watch plays an animation, but it is not clear to me when this happens. It is not shown in Apple’s video. The impression I get is that Live Rewind is always running in the background and these notifications are only played after you double-click the Digital Crown to look at the text.

This feels like a glimpse of how Apple will market its inevitable wear-anywhere glasses product. I do not think it does enough to assuage privacy concerns. I think normal people will continue to react negatively when you tell them you have been passively recording them because, outside Silicon Valley, that is considered gross and invasive.

Update: In addition to the press release and support page linked above, Apple also published a privacy overview document (PDF) with a little more information about Siri Recaps, another feature of Audio Intelligence. The part about Live Rewind is mostly a rehash of the privacy reassurances elsewhere.

Michael Crider, PCWorld:

[…] So somebody at LG decided that, in addition to the basic monitor driver and management app delivered to its users via Windows Update, it would slip in an additional program, “LG Monitor App Installer.” This extra bit of software includes McAfee, or an ad for it — as if there was any difference.

C. da Costa, Gadget Review:

This is bigger than one bad app. LG and Samsung smart monitors run the same operating systems as their smart TVs — webOS and Tizen — both already built for automatic content recognition and ad targeting. Acer’s monitor privacy policies permit sharing device data with advertisers. The trajectory mirrors the rise of free-to-play gaming: low barrier to entry, monetization creep once you’re locked in.

These findings were based on a Gamers Nexus investigation in July. But it is not an isolated incident.

This week, Gamers Nexus followed up with another blockbuster showing how LG’s smart televisions find other devices on the same network and, in some cases, record their activity; and, because they can recognize what is being played onscreen, LG tracks everything you watch, too. It is presumptively allowed do this because it presents a bunch of user agreements that anyone can bypass without reading, enables tracking by default, and buries all the opt-out stuff. Oh, and there is more.

Scharon Harding, Ars Technica:

The video also demonstrated an LG TV’s ability to record sound around it, even when the TV isn’t online.

“We were even able to capture microphone audio while the TV was unplugged from the network. Burke said the audio was reportedly stored locally via plaintext, which could potentially allow the data to be sent to LG [if] the TV connects online again.”

LG told Harding it is only listening for the wake word, but Gamers Nexus was able to capture audio in a variety of different ways because there are so many microphones and, in many cases, so many vulnerabilities in LG’s software. If I had one criticism, it is that Gamers Nexus connects the voice recording and transcription to LG’s ads service — an apparently real-life version of the conspiracy theory. I do not think there is enough evidence to support that, even as speculation.

The transformation of seemingly every major company into, ultimately, vendors for advertising is an outcome basically everyone hates. The televisions tested by Gamers Nexus are thousands of dollars in Canada. That exchange of money used to be where the relationship ended, assuming the product did not need servicing. Now, though, selling ads on the screen itself prints so much money that it is nearly impossible to buy something different. You cannot vote with your wallet when advertisers are paying more.

Heather Burns:

I cannot tell you how much it disgusts me that so much of the archival footage from September 11 has now been age-gated and restricted as “mature” or “sensitive or adult” content, as in this example from this Reddit film archive.

It’s history. It’s archival footage of history. It’s a thing that happened.

If you were in school in 2001, there were probably televisions playing live news coverage in your classroom or in the hallways. There were in mine.

I am with Burns, and with the greatest of respect — she was there that day. But that particular subreddit is an unfortunate example as, while I do not think it should be age-gated, it should be moderated far better. So many of the users there are not treating it as an archive or a way of learning, but as a puzzle where they can play detective.

Aaron Vegh and Ben Rice McCarthy have been steadily updating Indigo since they launched it in May. In the latest version, you can now swipe between different filtered timelines, the scroll position is synced between devices, and there is a new lower price point if you use it exclusively for a single network.

As for me, the one big thing I wanted at launch was the ability to easily switch between multiple accounts, and this was added some time ago. It works exactly as you might expect: you can group sets of your own accounts — my personal Bluesky and personal Mastodon are one set, while my Pixel Envy accounts are in another — and just toggle the two sets.

This is one of my very favourite iOS apps. Just a great piece of software made by some great people.

Brian Krebs:

A new identity theft service launched on the dark web this week is selling digital scans of more than 153 million drivers licenses from people in the United States and Canada. Based on interviews with individuals whose licenses are available for purchase on this service, it appears to be siphoning images collected by a widely-used identity verification company based in Louisiana. KrebsOnSecurity also has learned that the New Orleans field office of the Federal Bureau of Investigation (FBI) today launched an official inquiry into the source of the images.

Mike Masnick, of Techdirt, reports the company in question is IDScan:

You cannot do age or identity verification safely. It always creates some sort of record and that set of records will always become a target. That’s what happened here. And it’s what will happen with any such systems.

Dan Gillmor on Bluesky:

If you support “age verification” online, you are supporting a system that GUARANTEES privacy meltdowns — endangering all of us — because the giant databases of scanned IDs are perpetually hacked by criminals who sell private data.

I am opposed to identity verification, but this argument is not particularly effective for me because there are incredibly low-risk solutions. In Canada, for example, we have an interbank service called Interac that offers an identity verification service. I am not naïve, but I would entirely trust this bank-based system to verify me on a regular basis. In fact, I already do — like many Canadians, I use my banking information to log into government websites. Maybe this relatively safe proxy for a centralized identification system is unique to Canada.

I imagine this argument lands fairly well for lots of people elsewhere, however. The rapid introduction of age verification laws has produced a market for these businesses, but handing your identifying information to some random third-party should terrify you, as it is exactly the behaviour any security expert warns against doing. You have no idea who is able to access that scan of your driver’s license or what they can do with it. And, as it turns out, neither do some of these companies, either.

Dan Luu, after finding one wrong prediction after another made by Ed Zitron, comparing him to mediocre futurists, and exploring his writing style:

That last sentence really sums up Zitron’s position. “There are so many guys to be mad at the moment”. In this talk, he throws in this jab at Andreesen and blames Andreesen for Meta, Google, and Microsoft pursuing growth. In reality, if Marc Andreesen had never existed, Meta, Google, and Microsoft would almost certainly still be trying to grow so we of course cannot actually blame Andreesen for these companies trying to grow. There’s just this thing that he says is bad, and in his usual style, he pulls some person and says they’re the evil villain that’s to blame for this, and then moves on to the next non sequitur.

Instead of more carefully scrutinizing Zitron’s record, outlets like Vanity Fair are publishing soft interviews with him where he gets to make predictions like “large language models, when you remove all of the insane financialization, it’s probably a $30 billion-a-year industry”. Oh, sure, they ask a single question about wrong predictions since 2024, but he brushes it off by saying he has learned lots in those two years — Luu documents incorrect predictions all the way up until November 2025, after which “most further predictions that I saw were either non-falsifiable or resolve in the future” — and ends the interview by saying “[w]hat comes after the A.I. bubble is actually a little scarier”. Ominous.

The beauty of Zitron’s voluminous output, for him, is that there is a vast difference between what he actually writes and what people remember. Financial experts and more reputable journalists have raised plenty of concerns about how much money is being spent on developing this infrastructure, and how highly these companies are valued. But the words Zitron writes are far more incendiary and conspiratorial than many seem to remember. It is frustrating to see his many media experiences filling the role of the A.I. skeptic when there are far more qualified, sober, and accurate options. We have enough boosters; this is an industry that is co-signed by the world’s most powerful economies. We deserve better A.I. criticism in popular media.

William Bishop of Pew Research:

Between scrolling, notifications, and messages, smartphones can be hard to put down. Just over half of U.S. adults say they spend too much time on their smartphone, according to a Pew Research Center survey from May and June 2026. About a third of adults say their smartphone use is about right, while just 3% say they spend too little time using these devices.

Notably, 70% of smartphone owners in the U.S. aged 18–29 say they believe they use it too much. I am skeptical of public polling — maybe we are societally more approving of shaming our own device use — but this also tracks with what I hear casually from friends and family. Anecdotally, many people I know have expressed that they want to be on their phones less often.

But the editors of Andreessen Horowitz’s It’s Time to Build newsletter — hosted on Substack, a platform they are investors in — believe this behaviour actually indicates people are very happy. Ruby Thelot, professor of design and media studies at New York University and “astute tech observer”, says the heavy use of social media platforms, like Meta’s Facebook and Instagram — Andreessen Horowitz invested in both, and Marc Andreessen is on Meta’s board; none of this is disclosed — is simply evidence we love them:

People en masse are getting on social media, by choice. From 2016 until now, the number of social media users has grown from 2.5B to close to 6B people. Enshittification isn’t real. It’s three TikToks in a trenchcoat, and, maybe, a book deal. It’s good for discourse but does not describe actual reality and user patterns.

Returning to Instagram. The average daily usage showcases an increase in time spent on Instagram every day as well. Users are coming back for more, in a highly competitive attention arena, year after year.

There is a lot of assumption in these two paragraphs, and I think the “close to 6B people” is worth examining to start. Thelot attributes this statistic in the chart above to Backlinko. It cites no source, but a web search indicates to me this originates with Manochi’s DataReportal, which disclaims “‘user identities’ may not represent unique human individuals” because, as the company explains on the sixth slide of its report, it may count multiple social media accounts or business accounts as individual identities. These are not necessarily people, and Manochi says it is improper to compare figures year over year as Thelot does. (And, to be fair, which Manochi also does on slide 321.)

A lack of rigour is not unique to this data point.

Thelot next shows a chart indicating daily Instagram use rose from 25 minutes in 2017 to nearly 34 in 2026. This is, to Thelot, simply evidence that people like using it and want more. But, to return to the Pew poll above, it seems that people do not feel good about spending more time on their smartphones. Though Pew did not ask (PDF) about social media specifically, roughly half of respondents aged 18–29 said it negatively affects their productivity. And, according to slide 337 of that Manochi report, 30.7–44.0% of people say they use social media to “fill up spare time”, trending higher for younger generations. It is plausible that more younger people are spending increasing amounts of time on social media apps and they do not feel good about it. In other words, the time spent numbers are not a good proxy for enjoyment or value.

Emanuel Maiberg, 404 Media:

People need to be on Linkedin to find jobs. Municipalities and news organizations share important updates on social media first. You might be pulled onto Facebook or WhatsApp against your will because your local school or community of parents congregate there. That doesn’t mean they like it. It is possible to hate something with your entire being and still participate in it.

Regardless of whether you call it “addiction” or some kind of compulsive behaviour, it is plausible many people dislike their own actions but struggle to change them. It is also possible these products are designed to take advantage of that to extract more time out of each user.

Kalley Huang, New York Times (gift link)

John Ternus became Apple’s chief executive on Tuesday, succeeding Tim Cook, the company’s leader for the last 15 years. The long-anticipated handoff, Mr. Cook has said, will be “perfectly smooth.”

[…]

This summer, Apple hired Nate Gatten from American Airlines to lead government affairs, replacing Kate Adams, who will retire this year. Laura Legros, a hardware engineering vice president and deputy of Mr. Ternus’s before retiring from Apple in 2022, has rejoined the company, three people familiar with her hiring said, speaking on the condition of anonymity. Ms. Legros, who reports to Mr. Ternus, could act as his adviser and emissary to various parts of the company, the three people said.

Juli Clover, MacRumors:

Apple’s Phil Schiller is no longer going to run the App Store or oversee product events, reports Bloomberg. Schiller isn’t leaving Apple, but he is narrowing his responsibilities and working on unspecified projects.

Employees at Apple told Bloomberg that 66-year-old Schiller appears to be taking another step toward retirement.

Cook and Ternus each sent pretty anodyne company-wide memos about the transition. Cook’s tenure was the longest of any CEO in Apple’s history and he was the one who turned it from a successful company into a global behemoth.

The thing I have liked about Apple — one of the things that made me a longtime customer and someone who writes about the company — is that it has historically been a very simple kind of business: it designs products and sells them to people, mostly. Every one of its peers is a more complicated business. They often balance the needs of massive institutional and government customers, advertisers, or two-sided marketplaces.

That change began in the latter years of Jobs’ tenure and accelerated under Cook. Most software, including operating systems, was accounted for as part of device purchases, and was turned into a software-as-a-service model. Its subscription-based business became a revenue growth centre, which was important for Wall Street because it was a way to turn the company’s successful but inconsistent device sales into predictable money printers. And there are now ads and upsells throughout the operating systems, which are shown to all users regardless of how much other money they have already given Apple.

Ternus has inherited that Apple. Regardless of how much he gives off the vibe of a cool Californian — by way of Philadelphia — who just cares about the best stuff, he is also selling ad space and making sure more people upgrade to Apple One.