The Keynote

I loved the keynote’s “You want a great opening scene?” opening, which ran through a series of genre-inspired hook-you-from-the-first-shot pretend movie openings. Apple started with a title card that said “The following was shot on iPhone”, but the whole keynote — including the fun fake-movie openings — was shot on iPhone 18 Pros. Apple started shooting its keynote movies using iPhone Pros in October 2023, with the “Scary Fast” Mac event. That first one was shot on the then-just-released iPhone 15 Pro, the first iPhone Pro generation to support the necessary pro video features to enable Apple-level production quality (e.g. ProRes recording and Apple Log encoding).1 For the next few years, Apple shot each of its keynotes using whatever the current iPhone Pro model was. But last year, with the September 2025 “Awe Dropping” event, they shot the keynote using the as-yet-unreleased iPhone 17 Pro itself — a bit of a risk given that it was running mid-summer iOS 26 beta software. They did the same this year, shooting the entire keynote, including the prelude fake movies, using iPhone 18 Pros. But, they couldn’t say that it was the 18 Pro on the title card because the 18 Pro wasn’t announced until later in the keynote.

There was at least one report from an ill-informed know-it-all who claimed, with odd certainty given how often he’s wrong, that Tim Cook would not appear in the keynote. But the last segment of the keynote’s cold opening gave us Cook, Tim Cook, framed in an obvious homage to the opening of 2012’s Skyfall:

I’ve stolen those comparison frames from this splendid blog post by Vaziri, Todd Vaziri, in which he points out a few other Bond homages in this keynote — including using the new variable aperture on the 18 Pro’s main camera as a reference to the Bond title-sequence gun barrel. Fun stuff all around, and a perfect way to commemorate the Cook-to-Ternus passing of the torch.2 Also, the variety of visual styles in these mini movies really showed off the capabilities of the iPhone 18 Pro as a cinematic camera.

The little Cook / Bond homage that closes the opening segment starts with a voiceover from Cook himself (starting at 2m:07s):

Forget all that. Keep it classic. Open on an aerial shot, high above the California coast. A car drives down the highway. Then it disappears into a tunnel. Cut to an interior. Camera follows a mysterious figure, before revealing our main character...

No no no no no. Not me. That’s your guy. That’s your opener.

It’s a perfect segue, and Cook’s line reading is sublime. Cook’s on-screen persona improved a lot in the 15 years he served as CEO and keynote emcee, but even at his best he always came across as a bit, well, stiff. Voicing this introduction of John Ternus, on the other hand, he sounds cool as hell — relaxed, certain, and comfortable. I think the chairman role suits him better than CEO did. He’s a natural born éminence grise. And if this was Cook’s last appearance in a keynote, he went out on top.

Ternus’s Turn

For those of us invited to Apple Park, Ternus actually took the stage in person at 9:58 am, for a brief in-person greeting and introduction. What I recall isn’t anything he said but how he was greeted, which was with tremendous enthusiasm. The annual iPhone events always have a unique charge to them. WWDC is a far bigger event attendee-count-wise, but the September iPhone event is sharper, higher pressure. The exclusivity heightens the stakes — Apple only invites as many people as fit in Steve Jobs Theater: 1,000. The new era begins energy was palpable, if subtle. In the morning meet-and-greet coffee-and-apple-tarts mingling in and outside the Steve Jobs Theater upstairs atrium, attendees were genuinely unsure what to expect. A few were genuinely wondering if Ternus would bring back live-on-stage keynotes. (The apple tarts were supposedly made using apples grown on campus, and were quite good.)

In person, Ternus wore a dark t-shirt and jacket. In the keynote video, a burgundy shirt that clearly served as a reference to burgundy as the color of the year. (It’s hard to imagine Ternus in a cosmic orange shirt if he’d taken the top job a year prior.)

I think Ternus came across fine as emcee. Not great, but fine. He’s comfortable but I think the role still feels like a new pair of shoes he hasn’t yet broken in. Ternus’s opening line in the video was “Hello, and welcome to Apple Park”. I think that’s what he said on stage too. They’re leaving “Good morning!” as Cook’s signature, as they should.

Before any product announcements, Ternus laid out his theory of an “intelligent personal hub” for the AI era, making the case that if one were to design such a device from the ground up, starting today, you’d wind up with something exactly like an iPhone — with you all the time, with a great display, ubiquitous networking, great cameras and mics, and long battery life. The cynical take would be that this is an “If all you have is a hammer, everything looks like a nail” guiding doctrine. Apple is not a leading AI model company, and is completely sitting out the capex data center rat race, so of course they’re going to argue that the most popular product they make — the iPhone — is the central device of the AI era. But, well, I think it’s true. You need devices to run AI. I wrote an entire column about this back in May — “AI Is Technology, Not a Product” — responding to Steven Levy’s argument that Ternus “needs to launch a killer AI product”.

Levy, in Wired, wrote:

By the end of this decade, it’s unlikely that people will swipe on their phones to tap on Uber or Lyft. They will just tell their always-on AI agent to get them home. Or that agent will have already figured out where they need to go, and the car will be waiting without the friction of a request. “There’s an app for that,” may be replaced by “Let the agent do that.”

I wrote:

Actual products have to be real. Actual experiences have to rely on actual products. How exactly in Levy’s end-of-this-decade scenario will we tell our “always-on AI agent” to get us home? What microphone is listening to the command? What speaker is telling us the request was understood and acted upon? What screen do we look at to see how far away the hailed car is? I’d bet a pretty large sum of money that in 2030, when someone hails a ride-share vehicle to take them home, the most common product they’ll use to do that will be their phone. Whether they’re doing it via a verbal command issued to an “always-on AI agent” or good old tapping and swiping, it’ll be a phone.

Ternus’s “intelligent personal hub” doctrine seems very much in line with my retort to Levy’s not-entirely-thought-through fantasy. It also sounds an awful lot like a modern-day reimagining of a former Apple CEO’s “digital hub” strategy for the Mac. I highly recommend you take 8 minutes of your time, right now, and watch Steve Jobs’s introduction of the digital hub strategy from January 2001’s Macworld Expo. History doesn’t repeat but it does echo, and Ternus’s “intelligent personal hub” sure sounds exactly like Jobs’s “digital hub” echoing a quarter century later. If Ternus’s “intelligent personal hub” strategy works out like Jobs’s “digital hub” one did a quarter century ago, Apple’s going to be alright.

iPhone 18 Pro

Heretofore, to my recollection, the iPhone Pro always came last in the September keynotes (including the years when the higher-tier iPhones didn’t yet have the word “Pro” in their names, like the XS in 2018 and X in 2017). This year the 18 Pro came first. This worked both as the immediate product announcement after Ternus’s expression of Apple’s intelligent personal hub strategy, and to clear the final act of the keynote for the much-anticipated Duo. (It’s somewhat telling that the Air didn’t get that cleanup spot in the announcement batting order a year ago.3)

Thoughts on the colors, based on my hands-on experience:

  • Black: Truly deep black. Reminds me a lot of the flat black iPhone 7 (not to be confused with the jet black iPhone 7 — what a year for black that was).
  • Silver: Looks good. Not sure how it’s different from last year’s silver, because I had no way to compare side-by-side.
  • Glacier: Nice. I think this will be popular. It’s definitely blue, not silver / gray (which you’d hope would be true in general, but especially alongside an explicit silver colorway).
  • Burgundy: Last year the iPhone 17 Pro only came in three colors: silver, deep blue, and cosmic orange. I sort of thought of the strategy as “light”, “dark”, and “special”. But this year there are two specials, glacier and burgundy, but burgundy seems more special. Last year cosmic orange was clearly the color of the year. It was the most-used by far in Apple’s advertising, and I suspect it was the most popular sales-wise. Burgundy is that color this year. I don’t like it nearly as much, and I don’t think it will prove to be as popular or as iconic as cosmic orange. The cosmic orange iPhone 17 Pro seems set to go down as one of the most iconic iPhone colors ever made. I don’t think that will be true for the burgundy iPhone 18 Pro.

Pricing:

256 GB 512 GB 1 TB 2 TB 18 Pro $1,200 $1,400 $1,800 $2,400 18 Pro Max $1,300 $1,500 $1,900 $2,500

Compared to the 17 Pro one year ago:4

256 GB 512 GB 1 TB 2 TB 17 Pro $1,100 $1,300 $1,500 — 17 Pro Max $1,200 $1,400 $1,600 $2,000

So:

  • Max remains $100 extra.
  • 2 TB is now available on the regular-size Pro; last year it was exclusive to the Max.
  • 256 and 512 GB storage options are only $100 more expensive this year.
  • 1 TB costs $300 more this year.
  • 2 TB costs $500 more.

256 and 512 GB are by far the most popular sizes (and I think 256 in particular far outsells 512 — the base size truly is large enough for the majority of users), so for most 18 Pro buyers, the RAM/SSD shortage is only resulting in a $100 year-over-year price increase. The higher storage tier prices aren’t too bad, all things considered.

It’s worth pointing out here that coincident with the announcement of the iPhones 18 Pro and Duo on Wednesday, Apple raised the prices of all existing iPhones in its lineup by the same amounts, depending on storage — $100 for models with 128, 256, or 512 GB storage; and $300 for the iPhone Air with 1 TB.

Technically, the iPhone 18 Pro mostly offers three new things compared to the 17 Pro: the A20 Pro SoC (faster cores, two Neural Engines instead of one, and 50% faster memory bandwidth); variable aperture on the 1× main camera, ranging from ƒ1.48 to ƒ4.0; and an all-new thermal management system, including a much larger vapor chamber. The A20 Pro means peak performance is faster; the new thermal system allows it to maintain peak performance longer.

In a curious decision, the regular-sized 18 Pro models ship with Apple’s C2 cellular modem worldwide, but the 18 Pro Max models use a Qualcomm modem in the U.S., and the C2 everywhere else. Apple’s C-series modems are power efficiency marvels, with (in my experience) just as good reception and speed. I’d be just ever so slightly bummed about this if I were a Pro Max fan in the US.

That said, both the 18 Pro and Pro Max models continue to get slightly longer battery life in the US models than worldwide models, because the US models are eSIM-only, but most (all?) models elsewhere still have a physical SIM tray. The US models use the space occupied by the SIM tray in international models to make the batteries physically larger. Going by Apple’s new “typical use” tech spec, the US Pro / Pro Max models are rated for 24 / 30 hours respectively; the international models with a physical SIM tray for 23 / 29. Not a big difference, but not nothing.

In line with my belief that modern iPhones are best thought of as cameras with phones, not phones with cameras, most of the 18 Pro’s year-over-year improvements (and the features that set the Pro models apart from all other iPhones, including the Duo) are related to photography — both still and video:

  • Photographic Styles is now up to version 3, adding new controls for “texture”, film-look, and grain. One stated goal of this is to enable shooting images with a less processed look; on the other end of the aesthetic spectrum, though, I think it will also enable shooting with a more processed look, with the addition of “glow” and “soft skin” as texture alternatives alongside “film” (which is the only texture with the new grain option). The other, and default, texture option is “standard”, which effectively means no texture processing.

  • Apple Reference Image is a new shooting mode (main 1× camera only, because it’s tied to new features on that sensor) that performs pixel-by-pixel signing of the sensor data and embeds that signature in the file. After capture, reference images can be sent to Private Cloud Compute servers for verification and comparison to the original image sensor data. To capture images in Apple Reference format, you must shoot them in that mode, and you must enable that shooting mode first. The embedded sensor data doesn’t make files that much larger, but the sensor data stored in the file does uniquely identify your iPhone. When you “develop” a reference image — something the user must choose to do (not something that happens automatically each time you capture one) — the raw sensor data, sensor identifier, and time window when the image was captured are sent to Private Cloud Compute. When you share a photo captured in Apple Reference Image format, the sensor identifier is not included in the developed image, and you have the option to share a plain version without the embedded verification data. Apple Reference Image capture is not available in the EU or China, the world’s two largest bastions of freedom, but according to an Apple footnote, users in the EU “with iOS 27, iPadOS 27, and macOS 27 will be able to develop and view reference images.”

  • Cinematic Mode can now be applied after shooting a regular video; on previous iPhones the Cinematic Mode effect was only available via a specific shooting mode.

To the layman’s eye, though, the 18 Pro just looks like it comes in new colors. That’s not a complaint, just a fact. Oh, but the Face ID infrared camera is now underneath pixels on the display, so the Dynamic Island cutout is now smaller. So the part of the Dynamic Island that is always black is smaller, but because there are now more display pixels next to it, the 18 Pro Dynamic Island can now show three active Live Activities, up from two. Apple is getting closer and closer each year to achieving a no-notch / no-cutout display.

AirPods 5

Just like with AirPods 4, Apple continues to make two different products under the same name. For $130, the cheaper AirPods 5 now have active noise cancellation (previously reserved for the higher-priced tier of AirPods 4), including Transparency and Adaptive modes. For $150, you get AirPods 5 with a wireless charging case (using MagSafe, Qi, or Apple Watch pucks), volume control by swiping up / down on the earbud stems, and longer battery life. It’s a much better product for just $20 extra, but it must have worked out well for Apple with a similar split with AirPods 4. I honestly can’t see why anyone should buy the $130 models, but someone must be buying them.

Apple provided me with a pair (the $150 model) to review, with no embargo. I wore them on the cross-country plane ride home, and compared them to my own AirPods Pro 3 for noise cancellation. It’s hard to make a direct comparison of the overall acoustic quality, but solely in terms of reducing the noise of the airplane cabin while trying to work, I found the new AirPods 5 with full noise cancellation to be roughly equivalent to the AirPods Pro 3 in Adaptive mode. That’s pretty good, and makes the ambient noise level in an airplane much more pleasant. But the full noise cancellation mode of the AirPods Pro 3 delivers an entire step change in noise reduction that the open-ear AirPods 5 cannot match.

I feel bad for people who despise airplane cabin noise but whose ears aren’t comfortable with closed-ear fit earbuds like AirPods Pro. But the noise reduction quality of the AirPods 5 seems impossibly good given their open-ear design. I don’t find AirPods Pro uncomfortable, but I do find regular AirPods more comfortable, especially for long stretches like hours-long flights. I’ll take the small trade-off in comfort for the big improvement in audio quality and noise cancellation with the AirPods Pro, though. With AirPods Pro you can truly forget you’re on an airplane at all if you’re watching a movie with Vision Pro or even on a MacBook or iPad display in a dark cabin.5

Apple Watch Series 12 and Ultra 4

The big new health thing is a next-generation heart sensor that takes readings every 5 seconds — 60× as frequent as with Series 11 / Ultra 3 a year ago. Apple commissioned a study comparing their new watches against a slew of competing heart rate monitoring devices, and released a paper with the results, claiming that Apple Watch was the most accurate. That’s an Apple-commissioned, Apple-released study, so take it with a grain of salt, but it looks solid to me and I’m unaware of any other studies showing otherwise. (And if I’m reading the results correctly, rings like Oura’s are crummy heart rate monitors.)

Ultra 4 looks the same as Ultras 1–3 (although Ultra 1 only came in natural titanium, not black). Series 12 comes in some tweaked colors in matte aluminum ($400) and polished titanium ($700), and for the first time since Series 5 seven years ago, brings back ceramic, in two colors: pearl white and night blue ($900). Those prices are for the smaller 42mm size; add $50 to each of them for the larger 46mm size. As has been true for every Series model to date, only the higher-priced materials come with sapphire crystal displays; the entry-model aluminum models still use Ion-X glass. But now those glass displays offer Ceramic Shield 2, which treatment has proven to be a tremendous boon to scratch resistance on iPhones.

The S11 chip powering the new watches enables two very interesting, and instantly controversial Apple Intelligence features:

  • Live Rewind is a feature that allows you to double-click the digital crown to bring up a transcript of the last 15 seconds of conversation around you. Apple claims, somewhat preposterously, that audio isn’t being continuously recorded, when it clearly is. What they mean is that audio is only being cached for 15 seconds, continuously. There is no way to set Live Rewind to transcribe more (or less, for that matter) than the last 15 seconds of audio.

  • Siri Recap is a feature that produces Apple Intelligence-generated summaries of your conversations throughout the day, while the feature is enabled on your Apple Watch. These are not transcripts, just bullet-point style summaries. You can set Siri Recap to only be enabled during certain times (like work hours), and you can toggle it on and off in Control Center at any time. But when it’s on, that’s the only control you have over it. You can’t manually start / stop conversations to record, like you do when recording something with Voice Memos. You just turn Siri Recap on, and Siri generates summaries when it thinks yo