Android

includes Android Auto

13 statements across 5 episodes · 4 bullish · 4 bearish · 3 people on the record · first statement Apr 20, 2022 by David Rosenthal · said 171 times in 21 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by David Rosenthal (89), Ben Gilbert (65), Steve Ballmer (6), Brendan Eich (6), Mark Zuckerberg (4), Packy McCormick (1)

tap a year for its mentions
0075415082022202320242025episodesmentions
0482022202320242025episodes it came up in
001042082022202320242025episodesmentions per episode
2025 112 mentions in 6 episodes 19 per episode
2024 27 mentions in 6 episodes 5 per episode
2023 10 mentions in 2 episodes 5 per episode
2022 22 mentions in 7 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Android, oldest first

Apr 20, 2022 negative
Opinion
Rosenthal: Android hardware value chain yields no profits by Google's design
“My impression of the whole Android Value chain ecosystem is that there's no profits to be made anywhere, and Google keeps it that way on purpose.”
David Rosenthal Apr 20, 2022 ▶ 39:25 Nvidia: The Machine Learning Company (2006-2022) · Acquired
Jul 22, 2024 neutral
Opinion
Rosenthal: Microsoft's Real Mobile Competitor Was Android, Not Apple's iPhone
“Microsoft's competitor was not Apple and the iPhone, it was Android.”
David Rosenthal Jul 22, 2024 ▶ 3:16:39 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 negative
Opinion
Gilbert: Android destroyed Microsoft's mobile business
“Which would be the very thing that would sort of destroy their mobile business.”
Ben Gilbert Jul 22, 2024 ▶ 3:08:51 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Oct 28, 2024 neutral
Assertion Supported
Android Was Originally Designed as a BlackBerry Clone Before the iPhone
“Android was a Blackberry clone at the time, not an iPhone clone.”
Ben Gilbert Oct 28, 2024 ▶ 2:40:18 Meta (Audio) · Acquired
Jun 2, 2025 negative
Assertion Not checkable as stated
Ballmer: Verizon Chose Android Because Microsoft Missed Product Window
“Look, they would've taken our stuff cause they could put pressure back on the manufacturers, but we didn't have the stuff they wanted at the right time. They went Android.”
Steve Ballmer Jun 2, 2025 ▶ 1:13:48 The Steve Ballmer Interview · Acquired
Jun 2, 2025 neutral
Opinion
Ballmer: Android is not an independent business, just search lead gen
“Android is not a trick. Because you highlighted it. Android is a piece of the search trick.”
Steve Ballmer Jun 2, 2025 ▶ 1:38:45 The Steve Ballmer Interview · Acquired
Aug 26, 2025 neutral
Assertion Supported
Steve Jobs Lawsuit Threats Kept Pinch-to-Zoom Off Early Android Devices
“So Steve Jobs threatens to sue Google over implementation of multi-touch gestures. And so, as a result, Android for several years doesn't have things like pinch to zoom or the sort of swipe operating system UI navigation gestures, and I'm pretty sure if you re…”
David Rosenthal Aug 26, 2025 ▶ 2:46:16 Google Part II: Alphabet (Audio) · Acquired
Aug 26, 2025 positive
Assertion Supported
There Are Currently Over Three Billion Active Android Devices Globally
“Over three billion active Android devices now.”
Ben Gilbert Aug 26, 2025 ▶ 2:23:18 Google Part II: Alphabet (Audio) · Acquired
Aug 26, 2025 positive
Assertion Supported
Android Smartphone Market Share Grew From 5% to 80% in Four Years
“In holiday, 2009, when the droid comes out, total Android market share of the smartphone market is still in the, you know, the G one range, like five, six percent global market share. One year later, 30%. They go from five percent to 30% in one year. They anno…”
David Rosenthal Aug 26, 2025 ▶ 3:04:10 Google Part II: Alphabet (Audio) · Acquired
Aug 26, 2025 bullish
Opinion
Google Is the Only Tech Giant to Extend Its Business Across Eras
“Nobody stretches a business model across technology eras. Nobody. And Google did it.”
David Rosenthal Aug 26, 2025 ▶ 3:55:08 Google Part II: Alphabet (Audio) · Acquired
Aug 26, 2025
Assertion Supported
Google Acquired Android for Just $50 Million in July 2005
“So July, 2005, Google buys Android for fifty million dollars, five, zero million dollars per Android.”
David Rosenthal Aug 26, 2025 ▶ 2:35:27 Google Part II: Alphabet (Audio) · Acquired
Aug 26, 2025 bearish
What-if
Microsoft Would Have Won Mobile OS Licensing Without Google Buying Android
“If they don't buy Android and they don't get started basically in the month that they did, this market belongs to Microsoft.”
Ben Gilbert Aug 26, 2025 ▶ 2:38:01 Google Part II: Alphabet (Audio) · Acquired
Aug 26, 2025 positive
Opinion
Android Sharing Revenue With OEMs Is History's Clearest Example of Counterpositioning
“I mean, this is the clearest example of counterpositioning, I think, that has ever existed. Oh, hey, my competitors require you to pay them. How about I pay you instead?”
David Rosenthal Aug 26, 2025 ▶ 3:45:28 Google Part II: Alphabet (Audio) · Acquired
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