Carl Pei

12 statements across 1 episodes · 4 bullish · 6 bearish · 1 people on the record · first statement Apr 6, 2023 by Carl Pei · across every show →

On the record as a speaker too: Carl Pei's record, appearances and statements → this page counts the times other people say the name.

Everything said about Carl Pei, oldest first

Apr 6, 2023 negative

Assertion Not checkable as stated

Carl Pei: Public and governments view tech companies like old oil companies

“There was a lot of optimism, optimism around technology back then, but today I think The opposite is true. Like governments, consumers they see tech companies as the old oil companies. There's antitrust issues, user privacy issues. People don't trust tech comp…”

Carl Pei Apr 6, 2023 ▶ 36:31 Building Hardware and Taking on the Phone Giants with Carl Pei

Apr 6, 2023 positive

Insight

Carl Pei: Technology is the only real moat for a tech company

“Having said that, it's a, it's not a very strong moat, design differentiation. So as the company grows and we start generating more and more free cash flow, that needs to be reinvested into technology. Technology is the only real moat for a tech company.”

Carl Pei Apr 6, 2023 ▶ 11:56 Building Hardware and Taking on the Phone Giants with Carl Pei

Apr 6, 2023 positive

Insight

Pei: Seeing real-world hardware adoption brings satisfaction software cannot replicate

“I also think it's really rewarding when you see somebody out in the wild wearing your product or using your product, you know, that kind of satisfaction I think is hard to get if you're just building an app or software.”

Carl Pei Apr 6, 2023 ▶ 37:49 Building Hardware and Taking on the Phone Giants with Carl Pei

Apr 6, 2023 negative

Assertion Contradicted

Pei: Every smartphone startup in the last decade has failed

“In the last 10 years, there's been a couple of teams who tried to break into our space, well-funded and less well-funded and everybody's failed.”

Carl Pei Apr 6, 2023 ▶ 3:01 Building Hardware and Taking on the Phone Giants with Carl Pei

Apr 6, 2023 negative

Assertion Not checkable as stated

Pei: Mobile user experience is fundamentally unchanged since 1990s Nokia phones

“Because the mobile user experience has not really changed for the last, I don't know how many years, 20 years. Even with Symbian, right? Even with pre-Symbian devices, there were icons for apps. And when you click through the icons, you got like a full screen …”

Carl Pei Apr 6, 2023 ▶ 13:13 Building Hardware and Taking on the Phone Giants with Carl Pei

Apr 6, 2023 negative

Insight

Pei: Non-hardware tech giants fail at hardware because it's a side hustle

“If you're a company who's already making a lot of money on non-hardware stuff, then hardware kind of becomes like a side hustle for you, and you might not be that rigorous in how you run it.”

Carl Pei Apr 6, 2023 ▶ 4:59 Building Hardware and Taking on the Phone Giants with Carl Pei

Apr 6, 2023 bullish

Prediction Not checkable as stated

Carl Pei: Nothing will expand beyond smartphone and audio hardware

“But I think over time we will reveal more and more as our team gets stronger, as our capabilities get stronger. I think ultimately we cannot be a smartphone company and we cannot be an audio company. We need to push into the future.”

Carl Pei Apr 6, 2023 ▶ 7:37 Building Hardware and Taking on the Phone Giants with Carl Pei

Apr 6, 2023 negative

Opinion

Carl Pei: Tech fans feel Apple has lost its magic

“There's a lot of people like us who are tech fans out there and who remember being Apple fanboys and fangirls and now just feeling like the magic is lost and just wanting to recreate the magic.”

Carl Pei Apr 6, 2023 ▶ 34:53 Building Hardware and Taking on the Phone Giants with Carl Pei

Apr 6, 2023 negative

Opinion

Pei criticizes Apple as a top-down, command-and-control 'iCompany'

“And it's a big contrast if you're a collective versus the behemoth Apple, which is more like the iCompany. It's like command and control, top down, ivory tower style, iPad, iPhone, iMac, iEverything.”

Carl Pei Apr 6, 2023 ▶ 31:22 Building Hardware and Taking on the Phone Giants with Carl Pei

Apr 6, 2023 bullish

Opinion

Pei: Nothing has a stronger position in AI than pure software startups

“We're in a lot stronger position than a lot of startups that are pure software in this space, but we just need to be patient and find the right product market fit before we go all in.”

Carl Pei Apr 6, 2023 ▶ 14:44 Building Hardware and Taking on the Phone Giants with Carl Pei

Apr 6, 2023

Insight

Pei: Pitching suppliers is like pitching investors due to thin margins

“So convincing them to work with you is almost like pitching investors. Like, they need to believe that this is going to work, and they're going to make their money back.”

Carl Pei Apr 6, 2023 ▶ 23:07 Building Hardware and Taking on the Phone Giants with Carl Pei

Apr 6, 2023

Insight

Carl Pei: Hardware supply chains should delay decisions until the last moment

“I think the best way of running supply chain is to delay every decision to the last moment, because then you have time to get more data to look at the demand and look at other market factors.”

Carl Pei Apr 6, 2023 ▶ 27:05 Building Hardware and Taking on the Phone Giants with Carl Pei

Carl Pei

Everything said about Carl Pei, oldest first

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