The "big week" isn't about the hardware; the "ain't broke/don't fix" approach signals a strategic plateau for Apple's gadgets. This isn't complacency, but a deliberate capital shift away from mature product lines. The real story is which future battleground—AI, spatial computing, or another unannounced domain—is being quietly funded. The key is to watch not what they announce, but what the new software ecosystem is being built to support.
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