smartphone
also referred to as: smartphones
15 statements across 15 episodes · 10 bullish · 2 bearish · 15 people on the record · first statement Aug 31, 2015 by Mattias Ljungman · across every show →
Everything said about smartphone, oldest first
Aug 31, 2015
Jan 11, 2016 bearish
Mar 18, 2016
May 9, 2016 bullish
Charles Hudson: Smartphone Hardware Upgrades Create Consumer Opportunities Every Few Years
“I just think consumer internet usage patterns are just not stable, and every three to five years, there's an opportunity, largely because of hardware improvements on smartphones, to rethink many core experiences on the phone.”
Mar 23, 2018 positive
Dan Lewis: Truck driver smartphone adoption in 2014 enabled Convoy's model
“With Convoy, timing was crucial, and the reason it's working really well is on the trucking side, in 2014, approximately 2015, drivers started getting smartphones with a data plan and GPS. And, you know, most of the U.S.-based phone carriers started offering t…”
Sep 14, 2018 bullish
Sep 11, 2023 bullish
Velez: AI private bankers will surpass smartphones for Nubank interactions by 2028
“And on top of that, AI, the AI private banker, the self-driving banker is the leading platform, the leading way where consumers are interacting with us, probably even beyond the smartphone. So I think those are would be, those would be the key pieces of that.”
Jan 8, 2024 bullish
Samani: Every smartphone will have a built-in private key within ten years
“I want everyone in the world to have a private key built into their phone that is secure and that they can use for arbitrary financial movements, whether those are payments or investments and that they can do so across any application. And I have a high degree…”
Apr 8, 2024 bearish
Apr 29, 2024 positive
Jun 10, 2024 bullish
Every Smartphone User Will Daily Consult Personal AI Agents
“Well, one of them is I think even shorter than that, Every single person who has a smartphone will have one or more personal agents, personal AI agents, that's why we, in inflection we call it Pi, that is their agent, but it is like there for them, and on a wh…”
Oct 2, 2024 bullish
Taylor: Smartphones will remain the primary interface for conversational AI
“So in the short term, my intuition is that the combination of a smartphone with Ray-Ban glasses or AirPods or the like probably, you know, meaning you might need to look at your screen less than you do today. But my intuition is because of the prevalence of sm…”
Sep 5, 2025 bullish
Alex Schultz: Smartphones won't disappear because AI wearables need compute pucks
“I would be surprised if phones go away, because you're not going to put huge batteries into glasses or AirPods or a pendant or a brooch. And you're not going to do all the compute in something with a small battery, so you're going to want to have a lightweight…”
Mar 30, 2026 bullish
May 4, 2026
Tobi Lütke: My children do not have smartphones or social media accounts
“My kids are totally uninterested in social media. Like they just don't, they completely don't give a shit. They follow links to social media sometimes, but they have no interest in being, having accounts and they don't have phones.”