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
Assertion Supported
Ljungman: Most Indian consumers skip laptops and rely directly on smartphones
“Most people today living in India, they will, they're not using laptops, they're doing directly into smartphones.”
Mattias Ljungman Aug 31, 2015 ▶ 27:18 20 VC 067: Scaling Startups Into Unicorns with Atomico's Mattias Ljungman and Carolina Brochado
Jan 11, 2016 bearish
Prediction Not checkable as stated
Smartphones will not remain the primary remote controls for technology
“I don't believe the phone is your remote control. I think there's other input methods that are going to allow you to interact with technology.”
David Tisch Jan 11, 2016 ▶ 30:14 20 VC: David Tisch @ Box Group on The Future of Consumer Mobile, Developing Pattern Recognition and FOMO
Mar 18, 2016
Assertion Supported
Mehta: Text messaging is the top user habit on smartphones
“Now consumers, if you look at the smartphone, their top habit on the smartphone is text messaging.”
Puneet Mehta Mar 18, 2016 ▶ 4:24 Pre-YC Demo Day: Msg.ai's Puneet Mehta on The Rise of AI, The Potential For Messaging and Life As A Current YC Startup
May 9, 2016 bullish
Insight
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.”
Charles Hudson May 9, 2016 ▶ 23:54 20VC: Raising A Solo GP Fund & Why They Are So Prominent Today with Charles Hudson, Managing Partner @ Precursor Ventures
Mar 23, 2018 positive
Assertion Supported
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…”
Dan Lewis Mar 23, 2018 ▶ 8:25 20VC: How To Strategically Build The Right Investor Base, Why Startup Timing is Like Surfing & How To Determine Whether Someone is Scaling with the Organisation or Not with Daniel Lewis, Founder & CEO @ Convoy
Sep 14, 2018 bullish
Prediction Open · timeframe Sep 2023
Lerman: Augmented Reality and Voice Will Replace Smartphones as Next UI
“Augmented reality is going to be the other part of that puzzle that completes the evolution away from the smartphone into a next generation user interface.”
Howard Lerman Sep 14, 2018 ▶ 26:10 20VC: Behind The Scenes of a $Bn IPO Process, What Startups Can Learn From Teddy Roosevelt's "Five Minute Meetings" and What John Lennon Teaches Founders About Storytelling with Howard Lerman, Founder & CEO @ Yext
Sep 11, 2023 bullish
Prediction Not checkable as stated
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.”
David Vélez Sep 11, 2023 ▶ 1:08:24 David Velez: How AI Changes The Future of Finance | E1059 · 20VC with Harry Stebbings
Jan 8, 2024 bullish
Prediction Open · timeframe Jan 2034
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…”
Kyle Samani Jan 8, 2024 ▶ 54:05 Crypto Roundtable with Nick Tomaino & Kyle Samani: US Elections, NFTs, and Trump | E1100 · 20VC with Harry Stebbings
Apr 8, 2024 bearish
Prediction Not checkable as stated
Lehmann: Smartphones have reached the peak of their societal importance
“So when I call it dead I don't call it dead in the sense of we won't use it anymore, but I think it has reached the peak of its importance in people's lives.”
Bastian Lehmann Apr 8, 2024 ▶ 54:04 Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
Apr 29, 2024 positive
Assertion Partly supported
Mensch: 7B parameter models run efficiently on smartphones and MacBooks
“And seven B is the size that allows to run Efficiently a model on your Macbook or on your smartphone.”
Arthur Mensch Apr 29, 2024 ▶ 5:52 Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
Jun 10, 2024 bullish
Prediction Not checkable as stated
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…”
Reid Hoffman Jun 10, 2024 ▶ 39:53 Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
Oct 2, 2024 bullish
Prediction Not checkable as stated
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…”
Bret Taylor Oct 2, 2024 ▶ 52:17 Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
Sep 5, 2025 bullish
Prediction Open · timeframe Sep 2030
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…”
Alex Schultz Sep 5, 2025 ▶ 47:55 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
Mar 30, 2026 bullish
Prediction Open · timeframe Mar 2031
Andreessen: 5 billion people will use smartphone AI within years
“We're not that many years away from five billion people in the world having AI running on five billion people who have smartphones and internet access.”
Marc Andreessen Mar 30, 2026 ▶ 57:41 Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
May 4, 2026
Disclosure
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.”
Tobi Lütke May 4, 2026 ▶ 45:40 Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
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