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iOS

also referred to as: ios platform

includes IOS 8, IOS 9, IOS 7, IOS 6, IOS App Store, IOS 10, IOS 11, IOS Proactive

27 statements across 18 episodes · 9 bullish · 5 bearish · 5 people on the record · first statement Jan 2, 2019 by Benedict Evans · said 244 times in 83 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (116), Steven Sinofsky (21), Michael Copeland (13), Kyle Russell (9), Chris Dixon (8), Balaji Srinivasan (7), Olivia Moore (5), Scott Weiss (4)

tap a year for its mentions
0012540250802017201820192020202120222023202420252026episodesmentions
040802017201820192020202120222023202420252026episodes it came up in
002404802017201820192020202120222023202420252026episodesmentions per episode
2026 7 mentions in 4 episodes 2 per episode
2025 10 mentions in 7 episodes 1 per episode
2024 2 mentions in 1 episode
2023 3 mentions in 1 episode
2020 3 mentions in 1 episode
2019 210 mentions in 62 episodes 3 per episode
2018 2 mentions in 2 episodes 1 per episode
2017 7 mentions in 5 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about iOS, oldest first

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 positive
Assertion Supported
Evans: iPhone users account for 75 percent of retail basket size
“If you were to look at share of value right now, it's probably three quarters of your basket size.”
Benedict Evans Jan 2, 2019 ▶ 7:18 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 bearish
Prediction Not checkable as stated
Balaji: Apple's Bitcoin ban will drive users off iOS within three years
“Like, you know, locking down Bitcoin on the iOS platform is going to be, I think, seen in like three years as one of the more short-sighted things that, that could be done. Because it's going to be so, such a big deal. And so it's the kind of thing that could …”
Balaji Srinivasan Jan 2, 2019 ▶ 3:31 a16z Podcast | The State of the Bitcoin Ecosystem, and a Theory on Satoshi
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 neutral
Opinion
Evans: iOS extensions enable Google and Facebook to integrate deeper into iOS
“And so the funny thing here is, of course, this is basically giving Google and Facebook a whole list of ways to get the hooks deeper into iOS.”
Benedict Evans Jan 2, 2019 ▶ 5:18 a16z Podcast | The Apple WWDC 2014 Deep Dive
Jan 2, 2019
Insight
Evans: Tech developer conference announcements fall into three distinct categories
“I tend to think about these kinds of events as splitting into three categories. So first of all, there's the stuff that is a nice incremental improvement if you're used to the platform, like something cool happens in the calendar, something cool happens in the…”
Benedict Evans Jan 2, 2019 ▶ 0:42 a16z Podcast | The Apple WWDC 2014 Deep Dive
Jan 2, 2019 neutral
Insight
Evans: Apple is relaxing its ban on user-accessible mobile file systems
“So it feels like Apple are kind of backing off a little bit from the absolutism of you, there should not be a user accessible file system at all.”
Benedict Evans Jan 2, 2019 ▶ 13:47 a16z Podcast | The Apple WWDC 2014 Deep Dive
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 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 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 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
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
Opinion
Evans: Android M lacks major tentpole feature improvements
“Android M, which has a bunch of perfectly worthwhile sensible improvements, some of which were in iOS, some of which will be in iOS, as is always the way with this stuff. No really big tentpole improvements, to be honest. A few little bits and pieces, and lots…”
Benedict Evans Jan 2, 2019 ▶ 0:33 a16z Podcast | For Google, Android is a Tactic and Cloud is a Strategy
Jan 2, 2019 bullish
Assertion Supported
Evans: Apple iOS has 700M to 800M active devices
“And then there's a platform with eight, seven or eight hundred million active devices, iOS.”
Benedict Evans Jan 2, 2019 ▶ 1:10 a16z Podcast | Apple Gets Its Music Streaming and Gives News Another Try
Jan 2, 2019 bearish
Prediction Held up
Evans: iOS split-screen multitasking will not reignite iPad sales growth
“It's not going to, you know, suddenly reignite sales of iPad growth sales growth, but, you know, it may change what it means to use it a bit.”
Benedict Evans Jan 2, 2019 ▶ 2:46 a16z Podcast | Apple Gets Its Music Streaming and Gives News Another Try
Jan 2, 2019 positive
Assertion Partly supported
Apple Maps has 3.5x more iOS users than Google Maps
“That Apple Maps has three and a half times more users than Google Maps on iOS.”
Benedict Evans Jan 2, 2019 ▶ 17:36 a16z Podcast | Apple Gets Its Music Streaming and Gives News Another Try
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 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 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
Assertion Supported
Evans: Apple's 900M active iOS devices rival 1.5B global PCs
“There's only one and a half billion PCs on Earth, and Apple has nine hundred million iOS devices out there.”
Benedict Evans Jan 2, 2019 ▶ 13:09 a16z Podcast | So Where Are We on the 'S-curve' for PC Devices?
Jan 2, 2019
Assertion Supported
Wroblewski: Facebook's early iOS app suffered from using HTML web views
“When their iOS app, they literally had like an HTML web view, JavaScript rendering pseudo browser, making the feed. They hadn't, didn't write it in native code and the thing would crash and it was slow and memory was just a zoo.”
Luke Wroblewski Jan 2, 2019 ▶ 11:55 a16z Podcast | Culture and/of Design
Jun 7, 2019 neutral
Insight
Chen: Mobile games require high monetization to sustain paid user acquisition
“Mobile games, you know, all the iOS games have been about, well, it's always going to be sort of, you know, paid install driven, so the monetization needs to be incredible, right? Needs to be free, and then monetization needs to, you know, you sort of are tryi…”
Andrew Chen Jun 7, 2019 ▶ 19:29 What's Next for Esports Startups
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?
Jun 8, 2026 neutral
Insight
Evans: Infrastructure providers historically fail to capture value compared to OS
“Chip companies didn't capture the value. ISPs didn't capture the value. Mobile network operators didn't capture the value. Windows and iOS did, but they were doing something else.”
Benedict Evans Jun 8, 2026 ▶ 13:55 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
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