iPhone, every mention
217 scenes, the whole family · ← back to iPhone
tap a year for its mentions
every year anyone Ben Gilbert 111David Rosenthal 88Mark Zuckerberg 6Hamilton Helmer 3Brendan Eich 3Morris Chang 1Jason Calacanis 1Doug DeMuro 1David Senra 1Brad Gerstner 1
Verbatim, from the transcripts: the passages where iPhone comes up
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- ▶ 1:58:16 David Rosenthal And this wasn't a problem for the company until in 2007 with the iPhone.
- ▶ 2:31:19 David Rosenthal This sets the stage for the iPhone, because Apple now, in stark contrast to Vista and with these ads, is training consumers with the benefits and the joy of it just works.
- ▶ 2:31:36 David Rosenthal And what did the iPhone do?
- ▶ 2:31:51 Ben Gilbert Like the iPhone delivered on all that promise, but there actually was, wow, what if we had technology as good as the stuff that Apple makes in the form of a phone?
- ▶ 2:41:47 Ben Gilbert The rumors are that Apple makes something on the order of twenty billion dollars a year today in 2024 from Google as being the front door to Google, sending all of the iPhone search traffic to Google.
- ▶ 3:00:52 David Rosenthal Which, of course, is right at the time the iPhone, you know, of course, came out in 2007, but 2008 was when
- ▶ 3:02:56 David Rosenthal I said to put a pin in the iPhone and the downside of Microsoft becoming the enterprise juggernaut when we were telling that story.
- ▶ 3:03:05 David Rosenthal And all of the huge advantages in lock-in that Microsoft had built up, the iPhone changed that calculus because the iPhone kicked off shadow IT and bring your own device, and it kicked off the user revolt against IT.
- ▶ 3:03:35 Ben Gilbert The era today is one where users have way more choice in what they use at work than they did in that early 2000 era, and the iPhone sort of forced that door open.
- ▶ 3:07:56 David Rosenthal Not an iPhone.
- ▶ 3:08:00 Ben Gilbert Yes, they had Windows Mobile, but no, it was nothing like what smartphones would become because of the way that the iPhone reset everything.
- ▶ 3:08:10 David Rosenthal And at some point in this journey here, post iPhone, but still in this sort of weird Windows Mobile era,
- ▶ 3:08:58 Ben Gilbert So, in January, the iPhone is announced.
- ▶ 3:09:05 Ben Gilbert The iPhone comes out.
- ▶ 3:10:41 Ben Gilbert It's certainly not a scaled down version of a Mac, which is what the iPhone was.
- ▶ 3:11:22 Ben Gilbert So, iPhones start selling, they're selling well, it's 2008, apps start coming out, it's 2009, sales start really picking up, and finally, Microsoft decides, hey, what we're gonna do is, we have this old asset, Windows Mobile.
- ▶ 3:12:15 Ben Gilbert And the new strategy had to be, we will dictate really intense hardware requirements, because now with Windows Phone, we are making a promise to users to compete with the iPhone, where Microsoft is backing that up.
- ▶ 3:13:00 Ben Gilbert People want good phones now, so you can probably generate some nice margins on that good phone because the iPhone really set the bar.
- ▶ 3:13:19 Ben Gilbert Google has transformed Android from a Blackberry clone into an iPhone clone.
- ▶ 3:16:39 David Rosenthal Microsoft's competitor was not Apple and the iPhone, it was Android.
- ▶ 3:24:57 David Rosenthal But the iPhone has now come out and multi-touch has shown this is the way to do it.
- ▶ 3:25:52 David Rosenthal And the iPad is gonna become the car, and that would be a truly terrible thing for Microsoft, especially if that goes into the enterprise, as the iPhone is clearly going into the enterprise on the phone side.
- ▶ 3:26:20 Ben Gilbert And it turns out that Apple scaling up the iPhone metaphor was good for tablets, but that never was gonna take over most PC use cases today.
- ▶ 3:31:49 David Rosenthal There's a reason why the iPad was a scaled up version of the iPhone, not a scaled down version of the Mac.
- ▶ 3:32:54 Ben Gilbert I travel with an iPhone and an iPad and a MacBook, and I think I could just do two.
- ▶ 4:00:56 Ben Gilbert I'm sure there was money that they paid to the carriers to pay to their salespeople, to incentivize people to buy it versus the iPhone in stores.
- ▶ 4:27:50 David Rosenthal Eventually, when the iPhone came out, that dam broke, and IT could no longer hold back users within their company from doing what they want and having what they wanted.
- ▶ 4:28:23 David Rosenthal Like, you want to use an iPhone?
- ▶ 4:43:38 Ben Gilbert Yeah, and it's unbelievably fast and fun to drive, and I finally get the, it's an iPhone with wheels.
Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
- ▶ 3:20:45 Ben Gilbert It was basically the iPhone launch of its day.
- ▶ 4:13:01 Ben Gilbert You know, my iPhone's waterproof, but like, I kind of want a different angle, and I don't necessarily want to be holding my phone.
Renaissance Technologies (Audio) · Acquired
- ▶ 14:47 David Rosenthal Yeah, you couldn't just log into Yahoo Finance or something or open the stocks app on your iPhone, which even the information they were getting was God knows how long delayed from New York or from Chicago for the
Hermès (Audio) · Acquired
- ▶ 1:02:20 Ben Gilbert I pay for a bigger storage space on my iPhone and I get, you know, more utility out of that.
- ▶ 2:04:27 David Rosenthal You're never gonna have, like, an iPhone of luxury handbags.
- ▶ 3:36:28 Ben Gilbert Whatever salespeople we hire to work at those stores, they're gonna sell the same iPhones and iPads that we have everywhere else at every other store.
Novo Nordisk (Ozempic) · Acquired
- ▶ 2:37:16 Ben Gilbert Cellular connectivity plus GPS plus iPhone sort of made it possible to do something for the first time.
- ▶ 3:42:13 Ben Gilbert Although, did you just see the, uh, add-on keyboard you can get for your iPhone?
Holiday Special 2023 (Audio) · Acquired
- ▶ 2:03:56 Ben Gilbert So, I've had this thing where, as iPhone cameras have gotten better and better, the computational photography, like, what Apple does to photos makes them look a certain way, and I've sort of gotten used to that way that photos look, and…
- ▶ 2:04:33 Ben Gilbert Like, basically, anything that I shoot indoor feels like it has this really terrible grain, and you look, and of course, it's like the super high ISO, but the iPhone does so much smoothing that I've, like, forgotten that film grain is a…
- ▶ 2:05:31 Ben Gilbert This one is immediately useful for me for everything that I shoot, not with my iPhone.
NVIDIA CEO Jensen Huang · Acquired
- ▶ 32:27 David Rosenthal We sort of said like, could you imagine Apple shipping two iPhones a year?
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
- ▶ 12:58 David Rosenthal The viewers are like, oh, Doug, he's just like in his shorts and he, you know, uses an iPhone and like he throws up videos, but like behind the scenes, you're putting a lot of thought into this.
- ▶ 14:05 Ben Gilbert I, I think you shoot on an iPhone, like maybe it's a point-and-shoot camera, but it's, it's definitely not, you know, uh,
- ▶ 51:29 David Rosenthal but oh, Tesla, it's an iPhone on wheels, but forget Tesla.
- ▶ 52:34 Doug DeMuro And so people say, oh, iPhone on wheels is like a disparaging remark.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 2:52 Ben Gilbert And time will tell, but it may have even been its iPhone moment.
- ▶ 2:16:29 Ben Gilbert So one thing that I want to point out is Jensen keeps referring to this as the iPhone moment for AI, and when he says it, the common understanding is that he means a new mainstream method for interacting with computers.
- ▶ 2:16:54 Ben Gilbert It's quite tongue-in-cheek to be referring to the iPhone moment of AI,
- ▶ 2:17:24 Ben Gilbert I mean, it's the iPhone, but in many ways it's better because the target is a B to B target instead of consumers.
Nike (Audio) · Acquired
- ▶ 2:53:12 Ben Gilbert But as that evolved into the fuel band, and then as the fuel band evolved into apps on your iPhone, Nike started really building a way to have a relationship with their customers
Lockheed Martin (Audio) · Acquired
- ▶ 26:10 Ben Gilbert The iPhone, the iPod.
Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired
- ▶ 44:35 David Rosenthal It's like the dynamic of iPhone versus Android, but like a whole nother level.
- ▶ 44:42 David Rosenthal It's like even better than iPhone monetization.
- ▶ 2:10:33 Blake Robbins I think there is, we, we still haven't fully reached maybe the iPhone moment to, you know, for your camera, but we're getting there, and it's, there is this parallel track within games that we know modding is such a
Sessions: David Senra (Founders Podcast) · Acquired
- ▶ 23:56 Ben Gilbert He worked on the original human interface for the iPhone.
- ▶ 24:07 David Senra He made Safari before the iPhone.
- ▶ 1:27:34 Ben Gilbert And I talked to, Apple has the prime billboard in every major city in America to advertise whatever the latest iPhone is.
Holiday Special 2022 · Acquired
- ▶ 26:40 Ben Gilbert When I first saw the iPhone, I thought this device changes everything, because I was like, I wanted one so bad.
- ▶ 27:37 David Rosenthal There was no carrier subsidization for the original iPhone.
- ▶ 27:40 Ben Gilbert And so it was fun to just, I brought my little point-and-shoot camera, I took pictures of all the people, uh, you know, getting their first iPhones and playing with them and setting up.
- ▶ 1:14:30 Ben Gilbert Which, by the way, I think that's why I'm so drawn to the NVIDIA story, is because that is what they, sort of like, these bet the company big innovations, or like Apple with the Mac and the iPod and the iPhone, or Microsoft with Windows…
- ▶ 1:34:58 Ben Gilbert I don't know if that is exactly right, but like four or five X, the current iPhone prices have a high willingness for an iPhone 14 pro mini.
- ▶ 1:36:01 David Rosenthal Which I have never had any of the pro iPhones.
- ▶ 1:45:18 Ben Gilbert Because that I actually missed when I was downgrading from the new iPhone down to the 13 mini, because the non-pro iPhones have never had promotion.
- ▶ 1:46:05 Ben Gilbert Unlike iPhones, iPads are not waterproof.
Qualcomm · Acquired
- ▶ 39:56 Ben Gilbert now and everybody remembers the iPhone three G that, that second phone and the edge network that, that the first iPhone launch with was two G.
- ▶ 1:43:51 Ben Gilbert I mean, the world has sort of standardized around Apple makes the A series chips for your iPhone,
- ▶ 1:44:50 David Rosenthal Smartphone sold in the world, including Apple iPhones.
- ▶ 1:51:14 Ben Gilbert Apple has always used either Samsung processors, ah, in the first iPhones until they switched to their own.
- ▶ 1:53:01 Ben Gilbert iPhones.
- ▶ 1:54:28 Ben Gilbert They also stipulated that if Apple ever used a competing supplier and keep in mind, this deal is signed in the early days of the iPhone.
- ▶ 1:55:45 Ben Gilbert So, uh, around the time of the iPhone XS and XR, those phones actually did use Intel modems, but what was basically happening is the Intel modems were falling further and further behind Qualcomm.
- ▶ 1:55:45 Ben Gilbert So, uh, around the time of the iPhone XS and XR, those phones actually did use Intel modems, but what was basically happening is the Intel modems were falling further and further behind Qualcomm.
- ▶ 2:00:42 Ben Gilbert But we know from the most recent Qualcomm earnings call a week ago that, uh, the next version of the iPhone that comes out in November of 2023 will continue to use Qualcomm's chips.
- ▶ 2:01:05 Ben Gilbert So even next year's iPhone will have
- ▶ 2:03:55 David Rosenthal 20 bucks from Apple for every iPhone.
- ▶ 2:04:57 David Rosenthal Technology, the technology industry at large to have, just like with Android, you had a, um, you know, iPhone rivaling operating system available off the shelf for any kind of application that let a million flowers bloom.
ACQ Sessions: Jason Calacanis · Acquired
- ▶ 33:27 Ben Gilbert Or the new iPhone.
- ▶ 2:20:56 Jason Calacanis Uh, that one's it, but there's a famous photo of the two of us, uh, you know, in front of my Corvette and his P-One, uh, and I remember that night like it was yesterday, because we were, this is before the iPhone, you realize, like, Robert…
Benchmark Part I · Acquired
- ▶ 58:32 Ben Gilbert It's like how the new iPhone, it's like a two X better camera, but they don't tell you any sort of units or what vector that is better on.
- ▶ 3:44:22 Ben Gilbert And so until it becomes clear with machine learning or AR or crypto that we have the next iPhone moment,
Amazon Web Services · Acquired
- ▶ 31:11 David Rosenthal The Apple spin out that invented the iPhone, 20 years before the iPhone, as part of what they were doing, they also wanted to have, you know, the internet sort of barely existed, so I don't think they thought of it as the internet, but a
- ▶ 2:16:50 Ben Gilbert When I was an iPhone developer, people were telling me, use PhoneGap.
Amazon.com · Acquired
- ▶ 3:01:57 David Rosenthal Well, I didn't do any financial analysis, but as we'll talk about in the story, similar to the defense against Google with search, it was defense against Apple and the iPod, the iPhone, the iPad.
Walmart · Acquired
- ▶ 2:00:33 Ben Gilbert For a part of the business that didn't exist for the first 30 years, I mean, that is an iPhone scale company reinvention.
The Playbook: Lessons from 200+ Company Stories · Acquired
- ▶ 11:17 David Rosenthal And I think, uh, you know, no Morita, no Sony, no iPhone.
- ▶ 12:36 Ben Gilbert Uh, Intel's three 8604 86, Pentium four core two duo, which was in my first MacBook Pro, the A seven in the iPhone in 2013, and of course the recent Apple M one.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 26:42 Ben Gilbert Those were big bets relative to the company's size at the time, but this bet is like an iPhone-sized bet.
- ▶ 26:50 David Rosenthal It's an iPhone-sized bet.
- ▶ 32:52 David Rosenthal There was no iPhone.
- ▶ 33:51 David Rosenthal Remember when Clay Christensen was bashing on Apple in the early days of the iPhone being like, Yeah, oh yeah.
- ▶ 50:28 David Rosenthal So I think at this point, like everybody knows that this is pretty important, but it's not that much of a leap to say if you can train a computer to recognize images on its own, that you can then train a computer to see on its own, to…
- ▶ 54:18 Ben Gilbert It's like when people were all building on Windows in the nineties, or all building on the iPhone in the late 2000.
- ▶ 2:12:10 Ben Gilbert And then once I started downgrading my phone from the massive, awesome iPhone with the three X zoom, and I now have the iPhone.
Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
- ▶ 59:05 Hamilton Helmer I have an iPhone, and I really like it.
- ▶ 59:22 Hamilton Helmer I was on a plane and, and unfortunately ruined my iPhone and landed in Hawaii and had to get another one, and it was a very easy choice to get another iPhone as opposed to another product, so I don't think people are terribly dissatisfied…
- ▶ 1:00:13 Ben Gilbert Making iPhone apps like that's where all of the most affluent customers in the world do their computing, like spend their time so that they're probably not.
- ▶ 1:00:23 Ben Gilbert Well, people kind of only switch in the direction from Android to iPhone.
- ▶ 1:01:28 Hamilton Helmer If you lead a company that has very high switching costs, and I'd argue for most technical people, non-technical people, you know, an iPhone has very high switching costs.
Altimeter (with Brad Gerstner) · Acquired
- ▶ 58:57 Brad Gerstner And so then it became, how do I become one of these icons, right, on the front of this iPhone?