The Calls

“Will we have small models running on devices? No, because the small models, the capabilities are moving too fast for the small models to shrink the small model onto the device.”

“About two and a half billion people have smartphones, and that will go to five billion smartphones.”

“You could probably, pretty soon you'll be able to pay Apple a hundred dollars a month in subscriptions.”

“In two and three years time, you will be able to buy something that's three foot long. You put it on a shelf. When you want to watch TV, you press a button and a TV is there five seconds later.”

“Well, I think the basic story here is smartphones eat VR.”

“You'll have Apple and Facebook trying to do the full stack, and you'll have Google saying, well, we're going to provide the hard bit, and everything else will be a commodity around it.”

“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.”

“That means that by 20 20 of about seven billion people on earth and a bit over five billion adults, over four billion will have a mobile phone, and almost all of those will have converted to a smartphone”

“On like a five-year view, it seems to me that this is all going to be about smartphones, because just Moore's law will drive this, and the graphics and the sensors will get there”

“Almost all of those will become smartphones in the next couple of years, or well over a billion are now, and so we'll go to two billion smartphones if you add in tablets, maybe two and a half, as opposed to three hundred million PCs, And we'll go to five to si…”

“The Wintel ecosystem now, as a percentage of total computing, so including tablets and smartphones and everything else, is now sort of 15% of unit sales, and it's going to go down, it's going to go maybe not 10%, but you know, it may go down to 10%”

“The two big things that are next for Apple are on the one hand VR, or potentially AR, and then on the other hand cars. But just from looking at the state of the technology, but those are both basically two, three, four years away.”

“The first self-driving car is not going to be part of a mesh of every car in the city. You're going to get into the car and say, I want to go here, and it will have to work out how to get there.”

“There's probably two billion smartphones on earth today, maybe two and a half billion, and the great majority of those mobile phones will convert. And so we'll end up with something like one and a half billion PCs and four to five billion smartphones and those…”

“For the vast majority of people, the TV will be done whilst for the smartphone. Rather than, so it won't be a box that's plugged into your TV that runs your whole digital experience.”

“And then the next few years, we'll add another billion and all of that growth will be driven by smartphones.”

“Even in Sub-Saharan Africa, 70% of the population is now under cellular coverage, and in the next few years, most of those people will get three G coverage as well.”

“And we'll go to four billion. There's about three and a half to four billion people on Earth today who have a mobile phone. There's a lot more SIM cards, but there's three and a half to four billion people on Earth today who have a mobile phone. And that will …”

“What's actually happening is that there are five billion adults on Earth, and four to four and a half billion of them will be online, and basically the only people who are not online are the people who are not economically active or who are basically being sho…”

“Even in sub-Saharan Africa, 70% of the population is under cellular coverage, and most of that will get three G in the next five years, and 40% of the population of sub-Saharan Africa has a cellular phone today.”

“There's going to be a billion people whose first experience of the internet, or the first experience of owning a device that can use the internet, is going to be a smartphone.”

“And we'll go to four billion iOS and Android.”

“There are about one and a half billion smartphones on earth now, and we'll go up to maybe three billion, and they'll be everywhere.”

“And so potentially at the point that the watch gets LTE, then you can You go out all day with the AirPods and the watch and Siri. That feels like that's a couple of years away, maybe.”

“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.”

“And the remaining half or thereabouts of the phone market will convert over the next three or four years to phones running smart OSs or there'll be a kind of a residue of five or 10% of people who really can't afford them.”

“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.”

“Amazon will probably end this year with about 600,000 people.”

“The global sales of LCD screens this year will be about four billion square foot. So about a square, almost a square foot of screen will be sold this year for every adult on earth, and that number keeps going up.”

“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…”

“It's, that, that, I would be, I think there's even odds that that product won't exist in a year.”

“It's going to go from one billion users to two or three billion users in the next couple of years, but those are not going to be people who are going to raise the average.”