A separate point they made on the same episode is that when Apple releases a foldable phone (rumored for next year) it might significantly increase the number of foldable sold for all brands.

It would give the idea of foldable phones a big visibility boost so more people would know they exist, thus perhaps more would buy them.

Think about how popular MP3 players were before the iPod, and how popular they were after even for non-Apple ones. It raised a lot of awareness.

It’s an interesting idea. Personally I have a hard time seeing a foldable phone being something I would be interested in. But I’m curious to see Apple’s take.

It'd definitely be interesting to see the affect on the foldable market if Apple releases one.

I'm still skeptical on that happening though. I don't think the screen tech is ready for an Apple quality device yet, and Apple is historically very into device separation - they try not to blur the lines between their products. iPad will never be a mac, macs will never have touch screens, I have a hard time seeing them making a phone that effectively becomes an iPad mini.