I think Stratechery did mention it in passing: > presuming Apple follows its trickle-down strategy for serving more price-sensitive markets, that means in two

I think Stratechery did mention it in passing: > presuming Apple follows its trickle-down strategy for serving more price-sensitive markets, that means in two years its lowest-end offering will not be a small phone that the vast majority of the market rejected years ago, particularly customers for whom their phone is their only computing device, but one that is far more attractive and useful for far more people. ...though I'm not sure where he gets the idea that the market rejected the SE?