iPhone

“Like, I think that Apple set this up well. I think it's going to be a huge hit for them, even though, as you noted, it's insane. It's going to be insanely expensive.”

“And so that, of course, what's it going to do? The average selling price. It's going to jack it way up. If this thing is over 2000 dollars now, maybe their margins, you know, again, their margins are obviously impacted by all the components stuff that we just …”

“But now with Atlas, we can do this with just as few, through three cameras. So like no studio capture, no green screen, no expensive calibration. We can literally stick like three cameras on tri, three iPhones on tripods use these to take sort of a video of so…”

“Phone harness connects an agent like Codex or Cloud Code to a real iPhone or Android. Super cool, right? For iPhone, it uses Mac iPhone mirroring, and for Android, it uses ADB, so you don't have to, like, jailbreak it”

“And I don't think it's going to be disrupted by open AI's puck or whatever they're launching.”

“It's like Christmas, 2009 with the iPhone. People want to try new apps, but unlike the 99 cents days, they're willing to pay 200 a month, so it's sort of a renaissance for consumer builders, and yeah, I think that things have changed.”

“I think they're gonna make everything else more expensive. I think that iPhones will cut their memory, iPhones are gonna go up in price, and we're just gonna deal with it.”

“The phase that we're in now reminds me of like smartphones before the iPhone. I was like an early adopter. I had like a Palm Trio in, you know, 2003 or four or whatever. You ever had a sidekick? I never had a sidekick. I thought they were super cool. I wanted …”

“AI is this probabilistic endeavor. Apple is the king of deterministic products. Like, a physical product, you ship that iPhone, you ship it once, and it's gotta be good.”

“Apple's never had an iPhone recall.”

“They're probably going to raise prices on iPhone, and it would be much better to do so and increase your margin because of you know, the AI build out then potentially, you know, you just having a hunger for more margins and more money.”

“My best guess, and I've written about this is sort of, I I'm sort of angling towards the 100 to 200 dollar price raise for all the devices, obviously depending on what the device is and how much RAM and if it's a pro model or whatnot.”

“It's not baked into apple one right now, but you can see them eventually merging it. And you being like in this whole ecosystem of just paying apple a monthly fee for all of your different services, like. Cloud and the iPhone itself.”

“Sheep have to follow something, because if you think about it, you're outsourcing your trust to someone else. And if you think about Apple, we all use the iPhone. Does that make us sheep? You know or are we trusting Apple and an entrepreneur to create an exper…”

“SpaceX developed an early prototype of an AI Focused handset. The device is said to be slimmer than the iPhone. Runs proprietary operating system. Uses XAI technology built around Qualcomm's Snapdragon chipset.”

“The price of the premium iPhone model in the last seven years is up 65%. So it went from nine 69”

“Specifically what it's going to mean is Apple is clearly decided wisely not to swallow the loss and lower their margins. They're just going to raise prices. And they'll sell a few less iPhones because it's probably, you know, there's some price elasticity. And…”

“And so maybe this idea of we have to wear the computing on our face is something that like kind of sounds good in concept, but model after model, it's not. And the AI device is the iPhone.”

“It makes me think Apple still has a good chance in this space because the iPhone can do all of the heavy lifting versus this thing on that is really heavy on your head.”

“And this is what's so hard is there is no one model that can one shot a new material that ends up in your iPhone or that ends up on Starship.”

“For reference, like your iPhone, like the raw materials of your iPhone is like 30% or a car is like 30%. So that's like a good ratio for a complex manufactured product. But aerospace, when he looked into rockets, the rocket as a whole, he did an X was like a t…”

“It's actually when he showed us the first iPhone when it was a secret. And we're on this bridge between the one building and there's a bridge over that goes between another tall building next to it. And the secret lab is where they're designing it. And he told…”

“No, actually, they are no longer focused on the iPhone because Apple will not allow you to create an iPhone app that modifies itself after being downloaded, which, you know, makes sense actually, but it's shifted the entire strategy of not just this company, b…”

“We think the application layer, well, A, it always comes later. So, you know, the first three or four years of the iPhone, and then the applications really took time. So maybe it's just starting.”

“Only one percent or two percent of mobile phone users at the time had a Blackberry, knew what a Blackberry was.”

“And guess who wins at the end of the day? Steve jobs, opinion. And he was like, if you're not going to get on board, get out of this room and you can go work on another project, but you're not going to work on this.”

“Like on the first iPods, we weren't making any money first iPhones. We weren't making any money, right?”

“And that's how iPhone was able to be created because without the iPod there, I'm pretty sure there would have been no iPhone. There would have probably been no Apple because it was close to bankruptcy.”

“When we did the two and a half years with the iPhone, he was honing the story of the iPhone every day. He didn't give it to marketing. He knew what that thing was, and what those key features were, like we talked about, like, and micromanaged those features, b…”

“I still think that the platform companies like Google and Apple could be doing a lot more around digital consumption tools and information to help people make better decisions for themselves, for their families, and what have you, because, you know, you could …”

“Apple came to Intel to build the iPhone chip. And Intel said no.”

“But I've found that if a product speaks to you, or at least, this is my experience, if this product speaks to me, and it makes it on the front of my iPhone, I think it has a billion dollar stick value.”

“I think that you're going to see some impact of that right down to the price of your iPhone next year.”

“I do still think that there is a very good chance that Apple ends up a quote unquote winner of the AI movement simply because of the iPhone, because it's the best device out there to run models potentially and to run these applications.”

“I think Apple is very similar. They've had not had to invent new products for the most part. They're still running the iPhone.”

“They, let me just say they had iPhone sales grow 21.7%. They don't have AI on the iPhone. Siri sucks. It's just the counterpoint to what we've been saying. They had quarterly sales of a 101 hundred and eleven billion.”

“Apple's got it right in some respect in that everybody with an iPhone, it's going to be plug and play to plug in whichever model you want, and they'll have the ability at some point just to swap those out for their own if they choose or just Like they've done …”

“Dude, these robots, When they work, it's going to be the biggest product ever invented in the history of mankind, bigger than the iPhone, bigger than anything. When you get a 20,000 dollar robot that can do, do work, it is the biggest product ever.”

“Every couple years sell more iPhones than they've sold in years past. This strategy worked.”

“There's like two main things that I think I'd come up with. One, building around the iPhone. Taking that moat and just building so much around it. AirPods, Apple Watch, Just extending that ecosystem to so many things. And then I think the operations and becomi…”

“The, you know, I think there are more selfies taken on Snapchat than on iPhone in total, right? Which is a crazy stat.”

“I think, a thing I tell a lot of my colleagues is that we're really in the silly times of mobile phones, and then if we get really lucky, maybe what we're currently working on is like the Nokia 33 20, like a good phone, but it's not yet the smartphone. It's no…”

“When I look back at our old Apple model, I actually think we did a pretty good job on units. Where we were way off is we had the price of the phone declining five to 10% a year, because that's what every consumer electronics product did. And in fact, the ARPU …”

“I don't think people like wake up in a garage and ship a better iPhone. Like that's not going to happen, right? But that's not how consumer internet is.”

“With a new iPhone, you can have meaningful amount of trust against that, but with old Android phones basically not. And so yeah, you know, because like you can just you can just show a deep fake essentially either through a display or just directly injected in…”

“And in fact, the number one thing that we got wrong in our analysis of Apple in the early days is we had the price of the phone declining five percent in five years, right? Because that's kind of what you did as an analyst. You had to put declining ASPs. And i…”

“Apple has this unique position where they have the iPhone in billions of pockets, and now they're going to have these devices that rely upon that as sort of, at least for the foreseeable future, as basically the, you know, the central processing unit of those …”

“And at the time, it was this big port at the bottom, and you had to pay Apple for access to that port. You had to pay Apple for a special chip that allowed you to build your hardware, and then you had to Convince them to let you do it, and at the time the iPho…”

“Steve Jobs, you know, he'll invent the iPad and the iPhone, but at home his kids don't use it. Zuckerberg, his kids aren't on social media. It's like, do as they do, not as they say that you should do, right?”

“We're able to test and validate solutions and build out applications that allow the front-facing camera on an iPhone to measure angles within a fraction of a degree, distanced within a fraction of an inch and do real-world on-device analysis and motion analysi…”

“Consensus models were off for Apple's performance by a factor of three X over four years.”

“Ultimately these things end up on the iPhone running locally, and you don't need to go to the cloud.”

“When actually iPhone launched, I think I want to say three or five quarters after now, after the iPhone, Blackberry was still, Selling a lot, and was not being disrupted until it got really disrupted.”

“Estimates are around five hundred million active Siri users globally, which is huge, but there's 1.5 billion iPhone users, so Having only a third of your user base use your AI feature seems a little bit low, if that's the case.”

“I actually think they're gonna have a real moment, and the reason I think that's exciting is the phone form factor has not evolved since the, basically, the original iPhone.”

“I'm using the iPhone, but I still think that it's a long way off as,”

“If you watch Steve Jobs' 2007 iPhone launch, he uses steak, suspense, surprise, and humor. All four of them in the 1:06 minutes of the presentation. He does it masterfully and brilliantly. He's not really telling a story. He's bringing out a new product for a …”

“And so their failure to understand the wider context within which they were operating, which is the job of marketing, Is exactly the reason nerds hate marketing, because they think in a perfect world, nerd metrics win out. But the consumer is much more bothere…”

“I think at some point in the next decade, services will pass the iPhone as the largest business for Apple.”

“Gaussian splats are really cool because you can render them in real time really efficiently. So you can render on your iPhone, render, render everything. And that's how we get that sort of precise camera control because The splats can be rendered real time on …”