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Android

includes Android Instant Apps, Android Auto, Android Marshmallow, Android Wear, Android Lollipop, Android Automotive, Android KitKat, Android M, Android One, Android Runtime

65 statements across 34 episodes · 15 bullish · 13 bearish · 15 people on the record · first statement Jul 15, 2017 by Benedict Evans · said 578 times in 122 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (307), Steven Sinofsky (48), Kyle Russell (33), Michael Copeland (30), Chris Dixon (25), Kurt McMaster (10), Frank Chen (8), Balaji Srinivasan (8)

tap a year for its mentions
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0501002017201820192020202120222023202420252026episodes it came up in
0035061002017201820192020202120222023202420252026episodesmentions per episode
2026 6 mentions in 5 episodes 1 per episode
2025 18 mentions in 9 episodes 2 per episode
2024 4 mentions in 2 episodes 2 per episode
2023 2 mentions in 1 episode
2020 4 mentions in 2 episodes 2 per episode
2019 505 mentions in 87 episodes 6 per episode
2018 10 mentions in 7 episodes 1 per episode
2017 29 mentions in 9 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Android, oldest first

Jul 15, 2017
Assertion Supported
Evans: Apple has 10% of global phone sales vs Android's 50%
“Apple has maybe 10% of all the phones being sold on Earth, but Android has maybe 50%.”
Benedict Evans Jul 15, 2017 ▶ 3:11 Mobile Is Eating the World, 2014
Jul 15, 2017
Assertion Not checkable as stated
Evans: Sub-$50 Androids make charging and data the main adoption barriers
“In fact, the main barrier to adoption is actually data pricing and the ability to charge your phone. It's not access to a smartphone itself because Android is now dropping well under 50 dollars for a unit.”
Benedict Evans Jul 15, 2017 ▶ 2:04 Mobile Is Eating the World, 2014
Jul 15, 2017 neutral
Assertion Partly supported
Evans: Apple holds 15% of global phone sales, Android 50-60%
“Apple has about 15% of all the phones sold on Earth, and Android is the next 50 to 60%, and then the rest are feature phones that are converting very fast to those 35 dollar Androids I talked about earlier.”
Benedict Evans Jul 15, 2017 ▶ 13:24 Mobile Is Eating the World, 2015
Jul 15, 2017
Assertion Supported
Evans: Android entry prices dropped to $30 to $40 in 2015
“The average price of an Android device, on the other hand, is currently about 250 dollars, and the entry price for Android today is only 30 or 40 dollars.”
Benedict Evans Jul 15, 2017 ▶ 3:18 Mobile Is Eating the World, 2015
Jul 15, 2017
Assertion Supported
Evans: Smartphone sales exceed the camera industry's entire historical unit sales
“And more iPhone and Android, more iPhones and Android phones have been sold and were sold by the camera industry in its entire history.”
Benedict Evans Jul 15, 2017 ▶ 20:06 Mobile Is Eating the World, 2015
Jul 15, 2017 bullish
Assertion Partly supported
Evans: The average Apple device generates 4x the app revenue of Android
“And then if you look at App Store revenue, you see that Apple devices contribute about two-thirds of all the revenue, and Android devices one-third. And that's even though there are at least twice as many Android devices in use as there are Apple devices. So t…”
Benedict Evans Jul 15, 2017 ▶ 13:53 Mobile Is Eating the World, 2015
Jul 15, 2017 bullish
Insight
Evans: Cheap Android devices drive rapid smartphone adoption in emerging markets
“Not a smartphone yet, but that's converting quite quickly to smartphones. And of course the thing that drives that is cheap Android.”
Benedict Evans Jul 15, 2017 ▶ 2:56 Mobile Is Eating the World, 2015
Jul 15, 2017
Assertion Supported
Frank Chen: Android speech recognition stems from Hinton and Bengio's research
“Worked on elaboration of these neural networks called deep belief networks, and their research led directly to what you use every day in Android if you talk to Android. So the speech-to-text algorithms that are in Android are direct descendants of some of Jeff…”
Frank Chen Jul 15, 2017 ▶ 22:58 AI, Deep Learning, and Machine Learning: A Primer
Jan 2, 2019 negative
Assertion Partly supported
Evans: Android E-Commerce Basket Sizes Are Half of iOS
“Basket size or an e-commerce transaction or, you know, payment rate on Android that's half what you see from iOS, and that's, as I said, it's really just a function of price.”
Benedict Evans Jan 2, 2019 ▶ 10:42 a16z Podcast | Apple and Google Won the Mobile OS War, But a New War Has Already Begun
Jan 2, 2019 neutral
Prediction Not checkable as stated
Evans: Terms like 'app' and 'installed' will be obsolete in five years
“I mean, if I was to say, That I installed a app on my Android smartphone in five years' time. I don't know what any of those words would mean. I don't know what installed would mean, because is that a web app? Is it something happening within a messaging syste…”
Benedict Evans Jan 2, 2019 ▶ 14:18 a16z Podcast | Apple and Google Won the Mobile OS War, But a New War Has Already Begun
Jan 2, 2019 bullish
Prediction Held up
Active Android devices will reach 2-3B; iOS will reach 700-900M
“And, you know, as things play out with the current dynamics, which aren't really going to change in the next two or three years, we will end up with seven, eight, nine hundred million iOS devices in use on Earth. It's probably about 500 now. And we'll end up w…”
Benedict Evans Jan 2, 2019 ▶ 3:21 a16z Podcast | Apple and Google Won the Mobile OS War, But a New War Has Already Begun
Jan 2, 2019 neutral
Assertion Partly supported
Apple holds 10% and Android 45-50% of global phone sales
“In as much as Apple has about, well, in the launch quarter, they have about 10% of all the phones sold on Earth, and Android has another 45 to 50% although only about two-thirds of those are Google Android and one-third are in China and don't have any Google s…”
Benedict Evans Jan 2, 2019 ▶ 0:54 a16z Podcast | Apple and Google Won the Mobile OS War, But a New War Has Already Begun
Jan 2, 2019 neutral
Prediction Held up
Balaji Srinivasan: Google will eventually merge Chrome OS and Android
“Obviously, I think it's, you know, like, there's going to be some fusion of Chrome OS and Android now that they're both folding into the same person.”
Balaji Srinivasan Jan 2, 2019 ▶ 8:58 a16z Podcast | Searching for Mobile’s Own PageRank
Jan 2, 2019
Prediction Not checkable as stated
Benedict Evans: Installing a smartphone app won't mean downloading code within five years
“If I was to say I installed an app on my Android smartphone in five years, I don't really know what that would mean. You know, what would install mean? You know, what would app actually mean? What would Android mean? And so there's that question. Yeah, exactly…”
Benedict Evans Jan 2, 2019 ▶ 8:13 a16z Podcast | Searching for Mobile’s Own PageRank
Jan 2, 2019
Assertion Supported
Chan: Google Play drives under 10% of Chinese Android app downloads
“Google Play, I believe is less than 10% of Android app downloads.”
Connie Chan Jan 2, 2019 ▶ 11:54 a16z Podcast | China and Tech
Jan 2, 2019
Assertion Supported
Evans: One-third of the global Android market operates without Google services
“There's two-thirds of Android, which is the one that Google gives numbers for, is outside China, and then there's another third of Android, which is in China, and doesn't have Google Play on it or Google Maps on it”
Benedict Evans Jan 2, 2019 ▶ 11:11 a16z Podcast | China and Tech
Jan 2, 2019 positive
Opinion
Benedict Evans: Non-technical users need cheap iOS devices, not Android
“The iOS is the one that goes to the early adopters, and Android is the one that all the grandmas get, where actually the grandmas should be given the 50 dollar iOS device.”
Benedict Evans Jan 2, 2019 ▶ 9:03 a16z Podcast | When Your PC Expires, What's Next?
Jan 2, 2019
Insight
Benedict Evans: Android apps must be redesigned specifically for tablets
“On Android, people think you don't have to write your app twice, but actually you do, because you've got a fundamentally different screen size, so you need to sit and completely rethink what it should look like.”
Benedict Evans Jan 2, 2019 ▶ 6:12 a16z Podcast | When Your PC Expires, What's Next?
Jan 2, 2019 negative
Assertion Supported
Evans: Apple's iOS 8 extensions lagged behind Android by three years
“And so, you know, again, it's a bit like multitasking, that Apple is doing something that was on Android like three years earlier.”
Benedict Evans Jan 2, 2019 ▶ 6:00 a16z Podcast | The Apple WWDC 2014 Deep Dive
Jan 2, 2019
Assertion Partly supported
Evans: iPhone ASP is $600 compared to Android's $250 average
“They sell a phone that an average of 600 dollars, In an industry that averages about a 180, and Android averages about 250. And in the high-end space, they have, as it might be, two thirds to three quarters of the market, and Samsung has most of the rest.”
Benedict Evans Jan 2, 2019 ▶ 18:56 a16z Podcast | The Apple WWDC 2014 Deep Dive
Jan 2, 2019 negative
Assertion Supported
Google has never disclosed revenue data for Google Play
“They haven't given any statistics at all on Android in nine months and they haven't, they've never given any data on Google Play. I mean, they've given app downloads, but they've never given revenue data”
Benedict Evans Jan 2, 2019 ▶ 2:35 a16z Podcast | Google I/O -- A Three-Hour Tour (in 30 minutes)
Jan 2, 2019 negative
Insight
Evans: Complex Apps Take 2-3x Longer to Develop on Android Than iOS
“If you want to make a cool video chat app, you've got a really serious problem. Making it work consistently across Android devices. It will take you twice as long or three times as long as it did to code it on iOS.”
Benedict Evans Jan 2, 2019 ▶ 32:21 a16z Podcast | Google I/O -- A Three-Hour Tour (in 30 minutes)
Jan 2, 2019 neutral
Assertion Supported
Google: Average Android user checks their phone 120 times daily
“They gave a statistic in the event of let me kind of check my notes the number of people who yeah, Android, an average Android user checks their phone a 120 times a day”
Benedict Evans Jan 2, 2019 ▶ 13:28 a16z Podcast | Google I/O -- A Three-Hour Tour (in 30 minutes)
Jan 2, 2019 bullish
Assertion Not checkable as stated
Evans: Apple generates double Android's developer revenue on half the devices
“And if you look at the revenue growth rate, the run rate growth rate, that means that Apple probably paid out ten billion in the last 12 months. And there are, as it might be, four hundred fifty million active iOS devices on Earth, so Apple is doing double the…”
Benedict Evans Jan 2, 2019 ▶ 3:35 a16z Podcast | Google I/O -- A Three-Hour Tour (in 30 minutes)
Jan 2, 2019
Assertion Supported
Evans: iOS users spend four times more than Android users
“You have double the revenue on iOS for half the users, and so very roughly four times the spend.”
Benedict Evans Jan 2, 2019 ▶ 1:41 a16z Podcast | The Micro and Macro of Mobile
Jan 2, 2019 bullish
Prediction Held up
Evans predicts active iOS and Android devices will reach four billion globally
“And we'll go to four billion iOS and Android.”
Benedict Evans Jan 2, 2019 ▶ 12:28 a16z Podcast | The Micro and Macro of Mobile
Jan 2, 2019 bullish
Prediction Held up
Andreessen predicts WhatsApp, iPhone, and Android will reach 1 billion users
“And then like WhatsApp is going to do it, and then there's going to be a whole bunch of others. And I, you know, iPhone is going to do it, and Android is going to do it.”
Marc Andreessen Jan 2, 2019 ▶ 12:12 a16z Podcast | Ben and Marc Explain (Practically) Everything – Part 1
Jan 2, 2019 neutral
Assertion Supported
Evans: Apple holds only half of the high-end smartphone market
“When you look at the high end segment, that Apple is really the only place Apple competes they've probably only got around half of that segment, and the other half is high end Android, and almost all of that high end Android is with bigger screens.”
Benedict Evans Jan 2, 2019 ▶ 2:51 a16z Podcast | Apple Takes on Payments and Your Wrist
Jan 2, 2019 bullish
Opinion
Chen: Apple's single wallet model will outperform fragmented Android payments
“And if you contrast what's happening in Apple land with what's happening in Android land, if you've tried NFC payments in Android land, you have lots of stakeholders with their own applications clamoring to be your wallet. So you have ISIS now known as soft ca…”
Frank Chen Jan 2, 2019 ▶ 15:19 a16z Podcast | Apple Takes on Payments and Your Wrist
Jan 2, 2019
Assertion Supported
Android smartphones in Myanmar cost less than early African feature phones
“It's now cheaper to get an Android-based smartphone, you know, made in China or elsewhere than it was to buy a candy bar phone in Africa back when they were coming online.”
David Madden Jan 2, 2019 ▶ 29:39 a16z Podcast | Technology and the Opening of Myanmar
Jan 2, 2019
Prediction Not checkable as stated
Evans: Chrome-based phones could reduce Android to a legacy runtime
“It is entirely possible, for example, that we could be sitting here using Chrome-based phones In which Android is a sort of legacy runtime.”
Benedict Evans Jan 2, 2019 ▶ 10:15 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Jan 2, 2019 neutral
Insight
Evans: Android's evolution matters more to mobile's future than iOS
“And so another way of saying this is kind of, you know, the question of what Android is kind of matters to the future of mobile. The question of what iOS is doesn't matter in quite the same way.”
Benedict Evans Jan 2, 2019 ▶ 25:19 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Jan 2, 2019 negative
Opinion
Evans: Comparing iOS and Android to Mac vs Windows is useless
“And I'm kind of, again, I'm sort of exasperated by people who think that looking at Windows versus Mac tells you something about this, because both the iPhone business is in a fundamentally different position in the industry to where the Mac Corp position was,…”
Benedict Evans Jan 2, 2019 ▶ 27:25 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Jan 2, 2019 positive
Assertion Not checkable as stated
Evans: Xiaomi is first Android OEM to build differentiated software
“Xiaomi is the first Android manufacturer that has kind of successfully built a differentiated software experience on top of Android.”
Benedict Evans Jan 2, 2019 ▶ 6:10 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Jan 2, 2019
Assertion Supported
Evans: Google contracts block OEMs from selling both Google and forked Android
“Well, the problem for them is that Google's contract says you're not allowed to sell a forked and uncompatible and open version of Android. And, or if you do, you can't sell a single phone that has Google services on it.”
Benedict Evans Jan 2, 2019 ▶ 7:32 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Jan 2, 2019 neutral
Assertion Partly supported
Evans: Apple sells top 10% of global phone volume, Android 50%
“Apple is selling the top 10% of all the phones on Earth, And that's growing steadily, and Android takes the next 50% of all the phones sold on Earth, and that's growing slightly faster.”
Benedict Evans Jan 2, 2019 ▶ 0:55 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Jan 2, 2019 bearish
Opinion
Evans: Android Hardware Manufacturing Is a Bad Business Without Commodity Scale
“Well, Android business of itself is a bad business unless you embrace being a commodity box shifter.”
Benedict Evans Jan 2, 2019 ▶ 4:20 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Jan 2, 2019 negative
Assertion Not checkable as stated
Evans: Android destroyed vast wealth for mobile hardware manufacturers
“Google were actually afraid of Microsoft rather than afraid of Apple, and so they created this mobile phone platform that's been Enormously successful for Google, vast destroyer of wealth for the entire manufacturing industry”
Benedict Evans Jan 2, 2019 ▶ 9:27 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Jan 2, 2019 neutral
Assertion Partly supported
Evans: Samsung Captured Half of Android Volume and Almost All Profits
“There's been a question for two or three years as to what was going to happen with Samsung, which had taken half of the Android market by volume and almost all the profits.”
Benedict Evans Jan 2, 2019 ▶ 3:07 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Jan 2, 2019 neutral
Assertion Supported
Evans: Google generates more revenue on iOS than on Android
“You know, Google is making more money on iOS and Android right now.”
Benedict Evans Jan 2, 2019 ▶ 10:05 a16z Podcast | Mobile is Eating the World (and Apple is Gobbling Fastest)
Jan 2, 2019 neutral
Assertion Supported
Evans: Samsung once controlled half of the global Android market by volume
“Samsung had half of the Android market by volume, more or less, and so that was kind of concerning for Google, that you had this big, powerful partner.”
Benedict Evans Jan 2, 2019 ▶ 10:33 a16z Podcast | Mobile is Eating the World (and Apple is Gobbling Fastest)
Jan 2, 2019 neutral
Prediction Partly held up
Evans: Apple will capture the top 15% of global mobile users
“Apple's gonna have the top 15% 10 to 15% of all the mobile phone users on earth, and Android will have most of the rest.”
Benedict Evans Jan 2, 2019 ▶ 1:18 a16z Podcast | Mobile is Eating the World (and Apple is Gobbling Fastest)
Jan 2, 2019 bearish
Prediction Didn’t hold up
McMaster: Apple faces margin pressure and negligible emerging market share
“I believe over time, Apple's even going to have products. You know, problems, because they're not going to be able to sustain these margins, and in these markets where Android is dominant, Apple's market share will be negligible. Right? As these markets contin…”
Kurt McMaster Jan 2, 2019 ▶ 15:43 a16z Podcast | Searching for Mobile's Third OS
Jan 2, 2019 neutral
Insight
Evans: For Google, Android is a tactic; for Apple, device is strategy
“For Google, Android is a tactic, and cloud is a strategy, whereas for Apple, the device is a strategy, and the cloud is a tactic. The cloud is a feature of the core strategy, whereas for Google, the device is a feature of the core strategy.”
Benedict Evans Jan 2, 2019 ▶ 5:51 a16z Podcast | For Google, Android is a Tactic and Cloud is a Strategy
Jan 2, 2019 neutral
Assertion Supported
Evans: Standard Android is too resource-heavy for simple smart home devices
“Essentially, if you've got a connected light bulb, or connected thermostat, or something, Android probably doesn't fit on that device, just because it's too small and too cheap, and not, hasn't got enough memory or, and CPU storage.”
Benedict Evans Jan 2, 2019 ▶ 23:21 a16z Podcast | For Google, Android is a Tactic and Cloud is a Strategy
Jan 2, 2019 neutral
Opinion
Evans: Google's real innovation is in cloud services, not Android OS
“What's increasingly apparent from Google is that all the innovation really is happening in the Google services that get laid on top of Android, and in many cases, of course, are also available on iOS and indeed on the web.”
Benedict Evans Jan 2, 2019 ▶ 0:57 a16z Podcast | For Google, Android is a Tactic and Cloud is a Strategy
Jan 2, 2019 negative
Insight
Evans: Android ecosystem struggles with integrated hardware without full-stack control
“Really hard for the Android ecosystem to deliver that, because nobody controls the whole stack.”
Benedict Evans Jan 2, 2019 ▶ 3:43 a16z Podcast | For Google, Android is a Tactic and Cloud is a Strategy
Jan 2, 2019
Assertion Supported
Evans: Unsubsidized Android smartphones now cost as little as $30 to $40
“A mobile entry price of a mobile phone now is five to 10 dollars to buy the phone, and an Android phone is 30 to 40 dollars, and that's not subsidized price, that's the actual price of buying the thing.”
Benedict Evans Jan 2, 2019 ▶ 12:15 a16z Podcast | A Copernican Update ... In Tech, the Smartphone is the Center
Jan 2, 2019 bullish
Insight
Armstrong: Strong Developer Traction Signals 5-10 Year Platform Growth
“If you look at traditionally things that have gotten a lot of developer interest like Linux or Android or whatever it sometimes takes five years or 10 years, but they eventually end up being massive platforms.”
Brian Armstrong Jan 2, 2019 ▶ 9:11 a16z Podcast | Bitcoin, Greece, and What’s Next for Cryptocurrency
Jan 2, 2019 neutral
Assertion Not checkable as stated
Evans: Mobile Is First Tech Era with Two Simultaneous Platform Winners
“It's the first time we have two, two, two winners, in effect.”
Benedict Evans Jan 2, 2019 ▶ 20:18 a16z Podcast | What Comes After the Smartphone
Jan 2, 2019 negative
Assertion Supported
Evans: Android launchers focused on alternative app discovery failed
“And so we had this whole wave, of course, of Android launches that were all about trying to create new ways of discovering apps, and those almost all seem to, none of those seem to have worked.”
Benedict Evans Jan 2, 2019 ▶ 6:30 a16z Podcast | The Year Mobile Began to Truly Dominate Tech
Jan 2, 2019 bullish
Assertion Contradicted
Evans: iOS and Android ship 1.5B units annually with 3B active devices
“IOS, Android, doing over one and a half billion units this year, and probably over three billion of those things in the world today.”
Benedict Evans Jan 2, 2019 ▶ 3:40 a16z Podcast | The Year Mobile Began to Truly Dominate Tech
Jan 2, 2019
Assertion Supported
Wholesale entry-level 3G Android phones cost $25-$30 and 4G cost $40
“And incidentally, the entry price of an Android, three G Android phone now, with half a gig of memory, is probably 40 to 50, no. 25 to 30 dollars wholesale. And then four G is more like 40 dollars.”
Benedict Evans Jan 2, 2019 ▶ 11:20 a16z Podcast | Mobile Falls Hard for Virtual Reality
Jan 2, 2019 bullish
Prediction Held up
Evans: Global iOS and Android devices will reach five billion
“There's one and a half billion PCs on Earth. There's three billion iOS and Android devices on Earth. We'll go to five billion.”
Benedict Evans Jan 2, 2019 ▶ 24:21 a16z Podcast | Finally a Tablet that Replaces Your Laptop
Jan 2, 2019 positive
Insight
Evans argues Apple's full-stack integration creates superior user experiences over Android.
“It's something where it's easier for Apple to create a really great customer experience, because Apple knows what lens and what GPU and what image processing chip is in the phone. Whereas when you are at Android or at Samsung, you've got that kind of disconnec…”
Benedict Evans Jan 2, 2019 ▶ 7:40 a16z Podcast | Apple and the Case of Invisible But Audible Innovation
Jan 2, 2019 neutral
Assertion Supported
Evans: Google bypassed Android OS fragmentation using Google Play Services
“Always been kind of trying to get the handset makers to do operating system updates, and it's never worked. But they sort of got around that part of the fragmentation problem for their own services by putting Google Play services on top of everything.”
Benedict Evans Jan 2, 2019 ▶ 4:46 a16z Podcast | Truce for Mobile, Battle for VR
Jan 2, 2019 neutral
Assertion Contradicted
Evans: 95% of Android devices ship with Google Mobile Services
“Well, 95% of devices have got GMS”
Benedict Evans Jan 2, 2019 ▶ 9:04 a16z Podcast | So Where Are We on the 'S-curve' for PC Devices?
Jan 2, 2019
Opinion
Chen: Smartphone choice has surpassed car brand as a primary consumer identity
“It's much more important whether you own an iPhone or an Android phone and what set of apps you use than whether you drive a Ford or a BMW or whatever.”
Frank Chen Jan 2, 2019 ▶ 12:13 a16z Podcast | Cars and Cities, the Autonomy Edition
Jan 2, 2019 bearish
Prediction Not checkable as stated
Sinofsky: Competitor chips will lag iPhone launch and lack Android software optimization
“Those are going to ship and they have two problems. They're going to, Ship after the iPhone, which is going to be available in, like, 10 days or whatever, and they're going to be on Android phones that have no Android optimized for anything that, that they do,…”
Steven Sinofsky Jan 2, 2019 ▶ 12:56 a16z Podcast | What's at the Core of the Latest Apple Announcement?
Sep 25, 2023
Disclosure
Roblox requires its 3D engineers to test on low-end Android devices.
“All of our three D engineers are working on crappy Android devices as their primary test device”
David Baszucki Sep 25, 2023 ▶ 20:11 Leveling Up with Roblox's David Baszucki
Apr 2, 2024 positive
Assertion Not checkable as stated
Horowitz: Meta open-sources AI to prevent monopolies, mirroring Google's Android strategy
“The way Meta is thinking about this and the way that they're actually behaving and executing is very similar to how Google thought about Android where, you know, their main concern was that Apple not have a monopoly on the smartphone. You know, not so much tha…”
Ben Horowitz Apr 2, 2024 ▶ 52:18 Politics & the Future of Tech
Apr 14, 2025 negative
Insight
Yudis: The DoD cannot outpace the commercial sector in software innovation
“And imagine if the DOD was responsible for building the phone. Versus Apple, or versus Android, and, you know, it's very hard to imagine they can outpace the commercial side.”
Qasar Younis Apr 14, 2025 ▶ 18:00 Autonomy is no longer a moonshot—it’s a market
Apr 21, 2025 positive
Insight
Shortal: Veteran founders should first observe execution at top tech companies
“I think it's, it helps to go to somewhere and see what right looks like. For me, personally, you know, especially at Android, Palantir, you know, I could go to SpaceX, You know, and then Tesla, just some companies that are producing these founders. I think it …”
Matt Shortal Apr 21, 2025 ▶ 12:40 The Dual-Use Founder: Vets Now Building For America
Dec 29, 2025
Assertion Supported
Olivia Moore: Gemini hits 50% of ChatGPT scale on Android, 17% on iOS
“Like, if you look at Android, Gemini is at, like, 50% of ChatGPT's scale on mobile, whereas on iOS it's, like, 17%.”
Olivia Moore Dec 29, 2025 ▶ 13:03 Where does consumer AI stand at the end of 2025?
Apr 2, 2026 negative
Assertion Not checkable as stated
Blania: Older Android phones cannot be trusted for biometric re-authentication
“With a new iPhone, you can have meaningful amount of trust against that, but with old Android phones basically not. And so yeah, you know, because like you can just you can just show a deep fake essentially either through a display or just directly injected in…”
Alex Blania Apr 2, 2026 ▶ 10:01 How Bots, Deepfakes and AI Agents Are Forcing a New Internet Identity Layer | Alex Blania on a16z
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