iPhone, every mention
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Verbatim, from the transcripts: the passages where iPhone comes up
Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
- ▶ 2:39:14 Ben Gilbert Or at least one of the patents for the accelerometer in the original iPhone.
- ▶ 2:39:18 David Rosenthal Yes, in the iPhone and, you know, basically all mobile phones today, the accelerometers that are used there.
- ▶ 3:08:15 Ben Gilbert 20 years after he designed the iPhone, what would he do today with all that learning, and what would he do if it were a Ferrari?
Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
- ▶ 4:15:23 Ben Gilbert It's basically an iPhone and they'd rearrange the components to fit in the standard F one camera package.
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 45:36 David Rosenthal Yeah, and so then there's a iPhone neuron and a San Francisco Giants neuron and all the things that YouTube recommends.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 1:16:51 Ben Gilbert In mobile, and remember, they were a launch partner on the iPhone.
- ▶ 2:12:29 Ben Gilbert Including iPhones, which all run Safari, default.
- ▶ 2:13:36 Ben Gilbert Over the years, you know, Apple's incentives, especially post iPhone, were not to make it so web apps could be great.
- ▶ 2:28:20 David Rosenthal Basically was trying to create the iPhone just 15 years too early.
- ▶ 2:31:51 David Rosenthal Basically, phone companies either were full stack, like Apple and the iPhone is today, where they made the phone and the operating system, so that was Nokia, and then the big player, in the smartphone market at least, was Blackberry, made…
- ▶ 2:36:19 David Rosenthal We're 18 months away from the reveal of the iPhone.
- ▶ 2:36:41 David Rosenthal But, but even, let's say they don't know about the iPhone.
- ▶ 2:37:48 David Rosenthal From the Google perspective, thank God they did, because we're 18 months away from the iPhone launch, and if they are starting from a cold start in January, 2007, good luck.
- ▶ 2:39:50 Ben Gilbert He sees how far along and how good the iPhone is.
- ▶ 2:39:58 David Rosenthal The iPhone is revealed in the greatest corporate presentation keynote of all time.
- ▶ 2:40:19 David Rosenthal July of oh seven, yes, is when the iPhone shipped.
- ▶ 2:41:04 David Rosenthal And then he jokes and he says, well, but here's the way with the iPhone that we can merge the companies without actually merging.
- ▶ 2:41:37 Ben Gilbert There are two apps that launch in the very first version of the iPhone.
- ▶ 2:42:55 Ben Gilbert It fit in with that first iPhone for sure.
- ▶ 2:43:18 David Rosenthal So, the iPhone keynote.
- ▶ 2:44:25 David Rosenthal Google wants to kill the iPhone.
- ▶ 2:45:56 Ben Gilbert The iPhone debuted a lot of technologies for the first time, and a lot of them were also just at the right time in history.
- ▶ 2:47:24 David Rosenthal 10 months after the iPhone reveal and five months after the launch.
- ▶ 2:49:18 David Rosenthal Unlike the iPhone, it has multitasking.
- ▶ 2:49:28 David Rosenthal Now that's a little bit unfair to the iPhone because by the time the G one actually launched, Apple had indeed just shipped the app store.
- ▶ 2:50:50 David Rosenthal But to be fair to Apple and the iPhone, it is starting to run away with the market.
- ▶ 2:51:05 David Rosenthal The iPhone sold eleven million units in 2008 alone.
- ▶ 2:51:12 David Rosenthal Apple and the iPhone goes from not in the smartphone market at all to over 50% market share of smartphones.
- ▶ 2:51:20 David Rosenthal But as great as the iPhone was, it did have a few weaknesses.
- ▶ 2:51:35 David Rosenthal I think we're still in the era of you can't even change your wallpaper on the iPhone.
- ▶ 2:51:56 David Rosenthal And the biggest problem with the iPhone, at least in the US, you can only get it on AT&T.
- ▶ 2:53:34 David Rosenthal It's been two years since the iPhone launch.
- ▶ 2:53:38 David Rosenthal AT&T isn't just stealing a lot of subscribers from Verizon because of the iPhone.
- ▶ 2:54:00 David Rosenthal We gotta be able to compete with the iPhone.
- ▶ 2:54:11 David Rosenthal Positioned against the iPhone, and we're going to invest hugely behind this thing.
- ▶ 2:54:21 David Rosenthal It had a big screen, big screen for the time, a slide-out keyboard, it had a five megapixel camera, removable battery, all of these things the iPhone didn't have.
- ▶ 2:55:50 David Rosenthal The iPhone.
- ▶ 2:57:32 David Rosenthal That original Droid, I think it sold a quarter million units the first weekend it was on sale, and then it sold a million units faster than the original iPhone had.
- ▶ 2:58:04 David Rosenthal The bigger thing, though, is that, like, Verizon going all in behind it, even though they would add the iPhone later, it creates sort of this seed of what the Android user base would become today, at least in America, because Verizon went…
- ▶ 3:06:16 David Rosenthal No question, Android pushed iPhone to be better on many dimensions.
- ▶ 3:06:23 David Rosenthal Things like cheaper iPhones, bigger screens, better cameras, I mean, on and on and on and on of things that I don't think Apple would have done if Android hadn't been pushing them.
- ▶ 3:06:41 David Rosenthal Maybe, I don't know, I mean, for years the iPhones did not have good cameras.
- ▶ 3:06:49 David Rosenthal The original few iPhones had a
- ▶ 3:07:09 David Rosenthal Samsung basically said, oh, okay, the iPhone is the premium device.
- ▶ 3:07:16 David Rosenthal What if we just take Android and copy the iPhone with Android?
- ▶ 3:10:22 David Rosenthal And we know 20 was iPhone.
- ▶ 3:55:29 Ben Gilbert The only way it could have gone better is if instead of launching Android, they launched the iPhone, and they also got the iPhone profits rather than just some small dollars that protected their core business.
- ▶ 3:56:49 David Rosenthal Apple, I think only has three, maybe four, so the three Apple has for sure are iPhone, iMessage, and Safari.
- ▶ 3:57:05 Ben Gilbert I basically don't count any iPhone app cause they all come for free when you get the phone.
- ▶ 3:57:10 David Rosenthal So by your definition, Apple has one with iPhone.
- ▶ 3:57:41 David Rosenthal Yeah, but it's not to the extent that iMessage is default with an iPhone.
- ▶ 4:00:23 David Rosenthal It's the same thing as the iPhone.
The Steve Ballmer Interview · Acquired
- ▶ 1:12:44 Ben Gilbert The iPhone is not the, the bogey.
- ▶ 1:13:24 David Rosenthal iPhone launches on AT&T.
- ▶ 1:33:43 Ben Gilbert By my estimates, their profit dollars from services have now eclipsed iPhone hardware profit.
Indian Premier League Cricket (Audio) · Acquired
- ▶ 2:58:08 Ben Gilbert In 2016, that's nine years after the iPhone came out, and like five or six years after it became the de facto standard computing platform in the U.S.
Rolex (Audio) · Acquired
- ▶ 1:15:02 Ben Gilbert There are three pillars to what makes this a breakout product that enables the wristwatch to really have its iPhone moment, and that third of being perpetual, of being self-winding, is the magic.
- ▶ 4:52:07 Ben Gilbert You know, billionaires have iPhones.
- ▶ 4:52:09 Ben Gilbert People buying their first smartphone have iPhones.
TSMC founder Morris Chang · Acquired
- ▶ 1:00:46 David Rosenthal If you think about all the chips in an iPhone, you know, the A-sixteen pro is built on the leading edge, but there are many, many other chips in there.
- ▶ 1:09:24 Ben Gilbert The smart, the iPhone seems to be working.
- ▶ 1:37:58 Morris Chang iPhone.
- ▶ 1:41:39 Ben Gilbert So today, Intel doesn't make the chips in the iPhone.
- ▶ 2:26:16 David Rosenthal Probably Intel would be making all of the chips that go into your iPhone, all the leading edge chips that go into your iPhone.
- ▶ 2:31:59 Ben Gilbert The next iPhone.
- ▶ 2:32:14 Ben Gilbert Lots of Nvidia GPUs and lots of iPhone chips.
- ▶ 2:40:35 David Rosenthal The ultimate demand for your customers' products, which in the Apple case means ultimately forecasting accurately how many customers are going to buy the next generation iPhone in order to run your business.
TSMC · Acquired
- ▶ 0:39 Ben Gilbert They make the primary chip inside every MacBook and iPhone shipped today.
- ▶ 3:11 Ben Gilbert They make literally every chip in every iPhone sold today, and soon to be in every Mac sold.
- ▶ 57:48 Ben Gilbert Assembling an iPhone is completely, completely different than taking a brand new design for a next generation chip and manufacturing that chip.
- ▶ 1:04:41 Ben Gilbert I was wondering, I don't actually know the relationship, because obviously, today, a huge amount of volume of TSMC's manufacturing is making chips for iPhones, which
- ▶ 1:04:55 David Rosenthal Chips that are using all mobile devices, iPhones and Android, all of which are ARM, and lots of servers that are ARM.
- ▶ 1:20:19 Ben Gilbert Which means that you will see that on an Apple slide somewhere announcing the next iPhone, talking about how it's a three nanometer process.
- ▶ 1:33:11 Ben Gilbert 2007 in July, the iPhone comes out.
- ▶ 1:34:40 Ben Gilbert And we should say, too, 2009 was an interesting tipping point, because if you'll remember back to the 2007 introduction of the iPhone, Steve Jobs has a slide where he says their hope, their goal, is to get one percent of the existing…
- ▶ 1:35:00 Ben Gilbert In 2009, we're starting to see, I think the iPhone four came out.
- ▶ 1:38:45 Ben Gilbert And it was Apple basically saying, we think a lot of people are gonna buy a lot of iPhones in the future, and we are competing head-to-head with Samsung because they're a company that is not clear on strategy.
- ▶ 1:40:41 Ben Gilbert I'm pretty sure some iPhones had Samsung fabbed A fours and fives in them, and some had TSMC fabbed ones.
- ▶ 1:40:49 David Rosenthal But I think by the six, all iPhones were huge winners, but I think the six was like,
- ▶ 1:48:24 David Rosenthal They are the iPhone of semiconductors.
- ▶ 2:06:31 Ben Gilbert In the mid-two thousands, as Apple Inc. was preparing for the release of its new smartphone, Steve Jobs approached then-CEO of Intel, Ottolini, about providing the chips for the iPhone.
- ▶ 2:06:43 Ben Gilbert Intel already sold iPhone, the processors that ran on its Macs, but Jobs made-
IKEA (Audio) · Acquired
- ▶ 3:16:40 Ben Gilbert It's like last year's dead-end processor from the iPhones.
Meta (Audio) · Acquired
- ▶ 2:39:50 Ben Gilbert Steve Jobs just announced the iPhone.
- ▶ 2:40:01 David Rosenthal Yes, January, 2007, Steve Jobs announces the iPhone.
- ▶ 2:40:12 David Rosenthal There was no SDK in that first iPhone and iOS.
- ▶ 2:40:18 Ben Gilbert Android was a Blackberry clone at the time, not an iPhone clone.
- ▶ 2:40:33 David Rosenthal So after the iPhone announcement.
- ▶ 4:13:50 Ben Gilbert It's kind of like when you got a retina iPhone for the first time, and you're, like, holding your non-retina iPhone, and you're like, this is instantly a piece of crap.
- ▶ 5:16:38 Ben Gilbert Fortunately, if we want to model this out, we know the financials of a product like that, the most successful and profitable consumer product in history, the iPhone.
- ▶ 5:16:48 Ben Gilbert So as a thought experiment, what if Meta managed to launch such a product, say, the Orion glasses, tomorrow, and say that such a product grew at the exact same rate and with the exact same profit stream as the iPhone?
- ▶ 5:17:02 Ben Gilbert Well, I did that napkin math, and if twenty-twenty-four,
- ▶ 5:17:37 Ben Gilbert That also assumes generously that Meta could build a services business attached to it the size of Apple's services business, which probably generates right around an equal amount of profit.
- ▶ 5:20:52 David Rosenthal Not only will they do everything that you're just talking about of like, oh, they'll have an iPhone size business because if it turns into be glasses and reality labs, they're going to be selling the hardware and maybe they can make that…
Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
- ▶ 1:45:35 Mark Zuckerberg Let's build this platform where we can get a web-based platform, so you basically build a native shell, and you build this web-based platform in it, and we'll be able to just update our apps every day, and we'll ship one thing once, and…
- ▶ 2:17:25 Mark Zuckerberg And the thing that I think there's just a ton of recency bias around is because iPhone basically won, you know, I know that there are more Android phones out there, but I mean, but iPhone is sort of like the intellectual leader and by far…
- ▶ 2:17:42 Mark Zuckerberg Um, I think that there's the recency bias and probably like almost everyone here has an iPhone.
The Mark Zuckerberg Interview · Acquired
- ▶ 37:34 Mark Zuckerberg Let's build this platform where we can get a web-based platform, so you basically build a native shell, and you build this web-based platform in it, and we'll be able to just update our apps every day, and we'll ship one thing once, and…
- ▶ 1:09:38 Mark Zuckerberg And the thing that I think there's just a ton of recency bias around is because iPhone basically won, you know, I know that there are more Android phones out there, but I mean, but iPhone is sort of like the intellectual leader and by far…
- ▶ 1:09:56 Mark Zuckerberg Um, and then there's the recency bias and probably like almost everyone here has an iPhone.
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