Jony Ive

8 statements across 5 episodes · 4 bullish · 3 bearish · 3 people on the record · first statement May 29, 2025 by Jason Lemkin · said 39 times in 20 episodes since 2022 · across every show →

Mentions by year

brought up most by Harry Stebbings (20), Lucas Swisher (4), Jason Lemkin (4), Brad Gerstner (3), Tobi Lütke (1), Terrence Rohan (1), David Meyer (1), Alex Schultz (1)

tap a year for its mentions
0010420820222023202420252026episodesmentions
04820222023202420252026episodes it came up in
001.543820222023202420252026episodesmentions per episode
2026 12 mentions in 7 episodes 2 per episode
2025 19 mentions in 8 episodes 2 per episode
2024 2 mentions in 2 episodes 1 per episode
2023 3 mentions in 2 episodes 2 per episode
2022 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Jony Ive, oldest first

May 29, 2025 bullish
Prediction Didn’t hold up
Lemkin: OpenAI's hardware device will launch within a year for $20
“This is going to be huge. It will launch in a year. It will be massively subsidized. So it'll be 20 bucks for this device. Okay. They will figure out the form factor. I don't know what the right combination is, whether it's embedded in your ear, like the baris…”
Jason Lemkin May 29, 2025 ▶ 47:53 OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
May 29, 2025 bearish
Prediction Open · timeframe May 2030
O'Driscoll: OpenAI's hardware effort will fizzle within three to five years
“And then my predict, my guess is statistically the likely outcome just based on the priors of the other companies in the space is three, five years later, it turns into a fizzle. It was, it wasn't product. It didn't pan out”
Rory O'Driscoll May 29, 2025 ▶ 47:39 OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
May 29, 2025 bullish
Opinion
O'Driscoll: Top London STEM graduates should relocate to San Francisco
“If every STEM and design graduate from every high quality London college isn't figuring out how to get on a plane and go to San Francisco, I don't know what they're thinking.”
Rory O'Driscoll May 29, 2025 ▶ 53:18 OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
Jun 5, 2025 bearish
Prediction Open · timeframe Jun 2030
O'Driscoll: OpenAI and Jony Ive device will sell under 5M units initially
“Will the device sell more than five million units in the first full year of shipping? And I would take the under.”
Rory O'Driscoll Jun 5, 2025 ▶ 1:19:49 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
Jun 5, 2025 neutral
Prediction Open · timeframe Jun 2030
Lemkin: Initial OpenAI/Jony Ive device will be screenless, but line will include screens
“I think that the first thing that comes out will be no, but ultimately it will be all of it. It'll be, yes, it'll have audio, it'll have screen. It'll be everything.”
Jason Lemkin Jun 5, 2025 ▶ 1:19:12 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
Jul 31, 2025 bullish
Prediction Held up
Stebbings: OpenAI will top $800B valuation driven by new products
“I'll take the contrarian on you there and say that because of GPT-V and because of Kodak's being two very significant breakthroughs, they'll have enough, plus Johnny Ive coming out with something, a first product, the three combined will be enough to get enoug…”
Harry Stebbings Jul 31, 2025 ▶ 1:19:30 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Jan 8, 2026 bullish
Prediction Not checkable as stated
Lemkin: OpenAI's upcoming hardware device with Jony Ive will be successful
“I think calling what I think this pen is going to be eventually pretty successful, but I think calling it a pen may be confusing. I don't think this is a writing instrument.”
Jason Lemkin Jan 8, 2026 ▶ 49:41 Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
Jul 16, 2026 bearish
Prediction Open · timeframe Jul 2029
Lemkin: OpenAI will likely cancel or pause its hardware project
“Listen, if I had to breathe the tea leaves, hardware is probably on the bubble. This was one of Sam's initiatives that made sense when everything was working and OpenAI had an unassailable lead over, over its competitors, right? Now everything's, you know, we …”
Jason Lemkin Jul 16, 2026 ▶ 8:01 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.