iPhone, every mention
55 scenes (2024), the whole family · ← back to iPhone
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every year 2024 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
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.
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?