Apple iPhone Duo Not Great AI Experience, Piecyk Says
An independent exercise, not a statement by the video creator or verification of every claim in the video.
How far can volume fall after a 10% price increase?
In a hypothetical comparison of the same product and period, a 10% increase in average selling price requires volume of 1 ÷ 1.10 = approximately 90.91% of the original level to preserve revenue. Revenue therefore falls when volume declines by more than approximately 9.09%. A 10% volume decline gives 1.10 × 0.90 = 0.99, a 1% revenue decline. Simply adding the price and volume changes misses this difference.
Check for yourself
- Does the advertised price increase equal the increase in realized average selling price after discounts and trade-ins?
- Even if revenue holds steady, do profit and cash flow hold steady after component, selling and research costs?
Limits of application
This original hypothetical calculation is not a forecast of Apple’s actual prices or sales. Product mix, exchange rates, service revenue and revenue-recognition changes are held constant. The linked historical results explain why price and volume should be separated; they verify neither current AI performance nor new-product success.
- What to look for
- This interview evaluates Apple through distinct questions about pricing-led revenue resilience, AI user experience and returns from research.
- Why it matters
- Calculate combinations of average selling price and volume, and distinguish what personal impressions, product tests and company disclosures can each establish.
Timeline
4 segmentsPiecyk distinguishes past replacement-driven performance from future growth conditions. He argues that affordability pressures and changing carrier subsidies could make price increases less effective. A rising share price or valuation multiple does not establish new-product demand; guidance must be considered alongside actual sales trends.