Monday, January 27, 2025

A phone trend 'Zoolander' could get behind

Plus: What Bezos and friends want
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Our friends at Bloomberg Pursuits aren't the only ones keeping their eyes on cultural trends. Nick Turner writes today about what's coming in cellphones: skinnier models. Plus: A guide to what the tech industry's most powerful people want from the Trump administration. If this email was forwarded to you, click here to sign up.

There was a time when cellphone innovation was measured by one simple benchmark: how small the device was. During the 1990s and early 2000s, phones were shrinking at a fast enough pace that people wondered how it would all end. The trend was parodied in 2001's Zoolander, where model Derek uses a handset the size of a thumb. That same year, Will Ferrell played a stylish store manager on Saturday Night Live using a phone that looked like a dollhouse prop.

Zoolander 2, where Derek's tiny phone reappeared in 2016. Photographer: Alamy

But smaller and smaller phones were far from inevitable. When the iPhone made its debut in 2007, consumers realized that a slab of glass was better than a tiny clamshell. By the following decade, Apple Inc.'s generously proportioned Pro and Pro Max versions had become the most prized models in the lineup.

So here we are: The current iPhone Pro Max weighs almost 8 ounces (about the size of a black bear cub at birth) and measures 6.4 inches in height. That would have shocked an early-aughts fashionista. The original Motorola Razr, when snapped shut, was less than 4 inches.

Consumers have had opportunities to return to smaller phones, but they didn't take the bait. When Apple released a mini version of the iPhone in 2020, it didn't sell well. The company replaced it with a Plus model (which didn't succeed either, perhaps because the Pro versions were a better value for the money). A desire for larger displays has even given rise to a new generation of foldable devices: Google's Pixel 9 Pro Fold opens into an 8-inch screen.

Yet in 2025 we may finally be inching back in the Zoolander direction. Apple and Samsung Electronics Co. are both readying ultrathin smartphones for release this year.

These phones won't be tiny, but they'll be eerily skinny. As Bloomberg's Mark Gurman has reported, the iPhone will be 2 millimeters thinner than existing models—a decrease of roughly 25%. Apple has paved the way for this transition by developing in-house components, including a modem chip, which can fit in a tighter package.

The company is looking to capitalize on the same Air strategy that's boosted its laptop business. The MacBook Air is a hot seller because consumers can get a decent-size screen in a thin package at a midrange price. The new iPhone "Air" (the name isn't known yet) would follow the same playbook.

"This can be a very popular choice," says IDC analyst Francisco Jeronimo. Consumers value thin devices, he says, so long as they have the same capabilities that they're used to. "At the end of the day, it's more portable—it's lighter," he says. "It doesn't feel like a brick phone."

The Samsung Galaxy S25 Edge (right), next to models of the bigger Galaxy 23 and Galaxy 24. Photographer: Bloomberg

Unfortunately for Apple, the new iPhone will have to share the spotlight. Samsung just previewed its own ultrathin model, the Galaxy S25 Edge, that it plans to release in the first half of the year. That means the South Korean company would get a head start on Apple, which typically introduces its iPhones in September.

For consumers, it's a potentially exciting prospect: an old-fashioned cellphone arms race in the direction of smaller sizes. It's not as important as the development of artificial intelligence features, but it's enough to make us former Razr owners feel a bit nostalgic.

Sign up for the Power On newsletter to get the inside scoop from Mark Gurman on all things Apple and consumer tech.

In Brief

Tech Billionaires' Wish Lists

Illustration: Jasjyot Singh Hans

President Donald Trump has often been hostile to the world's largest technology companies and their leaders, describing Facebook as an "enemy of the people" and Jeff Bezos as "Jeff Bozo." But after digging into their pockets to pay homage, tech leaders were lined up in places of honor at Trump's inauguration on Jan. 20. While it's nice to get invited to the party, that was hardly the end goal—there's plenty that tech wants from Trump over the next four years. Here's an overview of what's on the table for Bezos. You can find the brief on the other five here.

Jeff Bezos
Founder of Amazon.com and Blue Origin; Owner of the Washington Post

What He Gave: Amazon.com Inc. donated $1 million to Trump's inaugural committee. His Washington Post declined to endorse a presidential candidate, a decision that Bezos said was meant to avoid creating "a perception of bias," though many people, including a substantial number of now-former Post subscribers, saw it as a sop to Trump. Amazon has also acquired the exclusive rights to make a documentary about first lady Melania Trump, who will serve as an executive producer on the project.

What He Got: Bezos had a prominent seat at the inauguration, along with a plus-one for his partner, Lauren Sanchez. Bezos said late last year that he was "very optimistic" about the incoming administration and that Trump seems "more confident, more settled."

What He Wants: Lina Khan, the chair of President Joe Biden's Federal Trade Commission, made her name while she was still a law student by arguing that Amazon represented a novel antitrust threat. After taking over the commission, she filed a complaint alleging it operates an illegal monopoly. Even with Khan leaving, a judge has ruled that the company must face the lawsuit. Amazon would like a settlement that keeps the case out of court. It's also facing dozens of complaints from the National Labor Relations Board, mainly over the treatment of its warehouse workers. The company denies wrongdoing and has challenged the NLRB's constitutionality. Amazon Web Services, its cloud computing division, is a major contractor for the military, and Bezos' space company, Blue Origin, is also vying for contracts.

Keep reading: What Trump's Tech Billionaires Are Buying

Colombia U-Turn

25%
That's the size of sweeping tariffs Trump threatened to impose on Colombia on Sunday before abruptly pulling back upon reaching a deal on the return of deported migrants. The move rattled global markets in the space of several hours.

Immigrant Parents' Fears

"I think the American dream is coming to an end for most of us."
Ajay
Immigrant from India, tech worker and H1-B visa holder
Some of Trump's first executive orders have targeted legal immigrants, including a new rule—on hold for now after a court challenge—under which children born to parents who aren't permanent residents won't automatically be US citizens.

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