The article discusses how advancements in artificial intelligence (AI) could disrupt Apple’s traditional iPhone upgrade cycle by 2025. Key points: 1) Apple relies on a ‘golden upgrade cycle’ where customers upgrade their iPhones every three years, driving consistent revenue. 2) However, AI advancements like generative AI models could make software upgrades more valuable than hardware upgrades. 3) AI models like ChatGPT can continually improve software capabilities, reducing the need for new hardware. 4) This could lead to customers keeping their iPhones longer, disrupting Apple’s upgrade cycle. 5) The article suggests Apple may need to rethink its business model and focus more on services and software to adapt to the AI-driven future.