Morning Brew Daily
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iPhone Duo Is Here & Data Centers Are Causing a Gray Paint Sales Boom

October 23, 2026

AI Summary

5 min read

iPhone Duo Hits Stores, Gray Paint Booms, and Friday Nights Fade

Apple's foldable iPhone Duo finally hits stores today, arriving years late to a market that still only accounts for 2% of global smartphone shipments. Early reviews describe a device that is impressively engineered but unpolished in ways uncharacteristic for Apple — no Face ID, a tendency to overheat, and a camera that one reviewer called "the epitome of fine." Yet initial online orders sold out in minutes, with delivery timelines stretching into January.

The iPhone Duo: Heavy, Pricey, and Mostly for Early Adopters

The first thing reviewers did was stress-test the hinge. Joanna Stern built a custom robot to fold the Duo more than 32,000 times and found "no noticeable deterioration" — something she called "insanely impressive." But that solid construction comes at a cost: the device weighs 254 grams, more than the iPhone Pro Max and about two-thirds as heavy as a full soda can.

The bigger issue is software. Most third-party apps haven't been optimized for the foldable screen, so watching a movie on Disney+ means dealing with black bars filling empty space. "A lot of reviewers are saying I'd actually just wait till this ecosystem matures," one host noted. The one creative use case that emerged: Nintendo DS emulation, taking advantage of the foldable form factor to mimic the old gaming handheld.

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What you'll learn

  • 1 iPhone Duo Is Here & Data Centers Are Causing a Gray Paint Sales Boom
  • 2 (00:34) **Show Open & Holiday Show Announcement** - Neil and Toby kick off the show and announce the MBD Holiday Spectacular live show on December 17th at Gramercy Theater
  • 3 (02:49) **Apple's Foldable iPhone Duo Hits Stores** - The iPhone Duo launches today at a price comparable to a MacBook, arriving years late to the foldable market
  • 4 (04:26) **Who Will Buy the iPhone Duo?** - Neil and Toby discuss the target customer segments for Apple's foldable
  • 5 (05:43) **The Economics of Foldables vs. Apple's Strategy** - Foldable phones make up only 2% of the global smartphone market but 7% of industry revenue
  • 6 (06:17) **Software Shortcomings and the Nintendo DS Revival** - Reviewers praised the hardware but flagged software issues as fixable problems
  • 7 (08:18) **NYC Bans Horse Carriages from Central Park** - The City Council voted 40-7 to ban horse carriages by June 2028, ending a 150-year tradition

+ Full timestamped outline available in the app

Show Notes

#961: The iPhone Duo arrives in stores and the public can get their hands on it for $2,000. NYC’s horse carriage ban is raising many questions for the drivers who have to figure out how to maintain their livelihood. With all the data centers being built, the gray paint business is booming. Luxury stores in Paris are suffering due to the violent protests happening across France. Finally, why is nobody hanging out on Friday nights anymore?

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