Apple iPhone

product on 7 shows · 7 statements across 7 episodes

Acquired the Neon Show How I Built This the a16z Podcast Big Technology All-In TBPN

7 statements about Apple iPhone, every show

BIG TECHNOLOGY Assertion Partly supported
Petersen: Most Indian iPhone components still come from China
“Even the Indian iPhones and whatever is still like most of the components are coming from it from China.”
Ryan Petersen Jul 11, 2025 ▶ 20:33 Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
TBPN Opinion
Depue: OpenAI holds iPhone-like center of gravity as default AI winner
“I think as long as OpenAI doesn't totally drop the ball on product or research, like, they have the center of gravity for the AI world, like, in the same way that no matter what Android ships, people are not gonna switch from their iPhones, like, It's somethin…”
Will Depue Jul 5, 2025 ▶ 2:55:49 Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
Cloud Music Adoption Required Incremental Hardware Stepping Stones Like the iPod
“For example, you look now at the cloud services. They were out the same time we really got started, and it was a wonderful thing, but people could not get their heads around getting their music out of the cloud. It was, it took a lot of incremental change, lik…”
John MacFarlane Feb 19, 2024 ▶ 16:05 Sonos: John MacFarlane
NEON SHOW Assertion Contradicted
Lunia: iPhone is the fastest-growing smartphone in India despite price hikes
“Because iPhone is the fastest growing phone in the country and it keeps becoming expensive.”
Anand Lunia Nov 3, 2023 ▶ 39:42 The India Opportunity, Youth’s BIGGEST Problem & Future of Startups | India Quotient VC on Neon Show
ALL-IN Prediction Not checkable as stated
Calacanis: Consumers will skip iPhone upgrade cycles due to economic pressure
“They're going to skip an iPhone cycle. Instead of going from, you know, 13 to 14 or 14 to 15, they're going to go 13 to 1614 to 17. They'll just skip”
Jason Calacanis Sep 22, 2023 ▶ 1:24:53 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
ACQUIRED Assertion Supported
Qualcomm Earns Roughly $20 for Every Smartphone Sold Globally, Including iPhones
“And I, you know, to the point that I think today, Qualcomm makes on average about 20 dollars for every Smartphone sold in the world, including Apple iPhones.”
David Rosenthal Nov 15, 2022 ▶ 1:44:41 Qualcomm · Acquired
a16z What-if
Chan: The Apple iPhone would not exist without China
“Without China, the Apple iPhone would not exist.”
Connie Chan Mar 7, 2018 ▶ 2:51 Beyond a Zero-Sum Game: Tech Innovation and China

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