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iPad

also referred to as: ipads

includes IPad Pro, IPad Air, IPad Mini, IPad 2, IPad 3

11 statements across 7 episodes · 5 bullish · 2 bearish · 4 people on the record · first statement Jan 2, 2019 by Benedict Evans · said 229 times in 61 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (128), Steven Sinofsky (22), Ken Kocienda (18), Kyle Russell (10), Michael Copeland (8), Jessie Genet (4), Chris Dixon (4), Sonal Chokshi (3)

tap a year for its mentions
0012525250502017201820192020202120222023202420252026episodesmentions
025502017201820192020202120222023202420252026episodes it came up in
002.5255502017201820192020202120222023202420252026episodesmentions per episode
2026 6 mentions in 3 episodes 2 per episode
2025 8 mentions in 4 episodes 2 per episode
2024 3 mentions in 3 episodes 1 per episode
2023 3 mentions in 2 episodes 2 per episode
2019 205 mentions in 46 episodes 4 per episode
2017 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about iPad, oldest first

Jan 2, 2019 neutral
Insight
Evans: Tablets are household devices with 3-5 year upgrade cycles
“And it feels like where we're settling is it's a one per household or two per household device that gets bought every three or four or five years.”
Benedict Evans Jan 2, 2019 ▶ 5:31 a16z Podcast | The Micro and Macro of Mobile
Jan 2, 2019 positive
Assertion Partly supported
Evans: Active iPad installed base exceeds active Mac base by 2x
“There's probably a 180 to two hundred million iPads in use now, Versus about eighty million Macs, according to Apple.”
Benedict Evans Jan 2, 2019 ▶ 6:54 a16z Podcast | The Micro and Macro of Mobile
Jan 2, 2019 neutral
Assertion Supported
Evans: iPad sales hit flatline while iPhone continues strong growth
“And the iPhone is growing quite strongly, and the iPad has been effectively flat for a year.”
Benedict Evans Jan 2, 2019 ▶ 4:18 a16z Podcast | The Micro and Macro of Mobile
Jan 2, 2019 bearish
Assertion Open · timeframe Jan 2015
Evans: iPad sales are trending down with record low average prices
“For the iPad numbers and sales, it's not a record low, but sales have been trending flat to down for the last 18 months to two years, and it's a record low ASP, record low average selling price.”
Benedict Evans Jan 2, 2019 ▶ 15:27 a16z Podcast | Mobile is Eating the World (and Apple is Gobbling Fastest)
Jan 2, 2019 bullish
Assertion Supported
Evans: Apple iPad captures 80% to 90% of total tablet usage
“The iPad share of tablet use is 80 to 90% on any kind of, or to the extent that anybody who has metrics specifically For iPad use, that is to say e-commerce sites or websites or, you know, anybody who's doing video or anyone who's actually selling anything see…”
Benedict Evans Jan 2, 2019 ▶ 21:48 a16z Podcast | Mobile is Eating the World (and Apple is Gobbling Fastest)
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
Assertion Supported
Walden: House subcommittee forced FDA to clarify if iPad is medical device
“We actually did a hearing on my subcommittee to force the FDA, the regulator in this case, to tell us, is an iPad a medical device?”
Greg Walden Jan 2, 2019 ▶ 9:12 a16z Podcast | Innovation and Regulation -- What Happens When Policy Lags Behind Technology?
Jan 2, 2019 positive
Assertion Supported
Sinofsky: iPad Outlook app has features missing from Windows desktop Outlook
“The Outlook that got updated today that's on my iPad, like, has connections to Facebook events and Evernote, which aren't things that exist in the Outlook that I would use on my Windows desktop.”
Steven Sinofsky Jan 2, 2019 ▶ 22:28 a16z Podcast | Finally a Tablet that Replaces Your Laptop
Feb 24, 2019 positive
Insight
Steve Jobs Evaluated Products by Pretending to Be Customer Number One
“He was, in my view, I don't know what's going on inside his head, but just having seen him do that, having at least, you know, enough experience with him and his approach to evaluating work is that he was putting himself in the position of a customer. He had, …”
Ken Kocienda Feb 24, 2019 ▶ 1:07:57 Inside the Apple Factory: Software Design in the Age of Steve Jobs
Jun 18, 2025 positive
Assertion Supported
Sinofsky: Apple sells more iPads than total US laptop volume
“They sell more iPads, you know, than the laptop run rate in the US.”
Steven Sinofsky Jun 18, 2025 ▶ 3:38 Former Microsoft Executive on Apple’s Hidden China Problem
Jun 18, 2025 neutral
Assertion Not checkable as stated
Sinofsky: iPad and Mac hardware are fundamentally identical
“The iPad is a Mac. The Mac is an iPad in terms of the hardware.”
Steven Sinofsky Jun 18, 2025 ▶ 3:53 Former Microsoft Executive on Apple’s Hidden China Problem
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