Gene Munster(@munster_gene):Second time a voice demo didn't work. My take: They're pushing the utility of voice despite the risk of the demo miss. It's a sign that they see voice as central to the future interface.

Gene Munster

@munster_gene

Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀

Joined July 2019

145 Following 105.2K Followers

Gene Munster@munster_gene

2026.09.29 17:37

Second time a voice demo didn't work. My take: They're pushing the utility of voice despite the risk of the demo miss. It's a sign that they see voice as central to the future interface.

Gene Munster@munster_gene

2026.09.29 17:33

Announces Ultrafast service. Is 8x faster than the Regular. The price is 6x higher: $500 a month. My take: Smart move. They're segmenting features into multiple products with tiered pricing with a goal to increase overall revenue.