Smartphone

“Maybe in a few years, you're just gonna be able to be like, please get rid of all of this. The phone will just finally do it.”

“I'm a big advocate of the fact that for like real time translation, we actually have all of the devices that we need, like the airports that we have, like the phone that we have that actually suffices for that.”

“Even, even, even the best phones that we have right now are, can only run extremely small models at this point in time.”

“At some point, we think that they'll be ubiquitously used by people providing a ton of value. That doesn't mean phones are gonna go away, but I think you'll see wearables be used for some of the things that you do on phones today. And a bunch of things that yo…”

“I do think We are heading towards a future in one, two years where imagine like you can run a Gemini three pro powerful model directly in your phone, right?”

“My kids are totally uninterested in social media. Like they just don't, they completely don't give a shit. They follow links to social media sometimes, but they have no interest in being, having accounts and they don't have phones.”

“Because the only way to get off these phones is through our phones. The people that were influential in hooking us on social media are very well positioned to say, guys, let's get out.”

“It was obvious to me that, you know, if you looked at the evolution of computing, that like holding this tiny little screen in your hands was not the future of computers. Like it makes absolutely no sense, especially for humans that want to like live and work …”

“We're not that many years away from five billion people in the world having AI running on five billion people who have smartphones and internet access.”

“Memory prices are going to go up so much that we're going to have to choose which exactly. That's the crazy part to me. Historically, memory has never been a constraint like this where I said, actually, you're not going to get your low end. You're not going to…”

“If I could do a personal guess, I think like the AR, VR step will be next, and then I think BCIs and kind of high bandwidth BCI specifically, it's gonna come after that. So I think it's gonna be, you know, current smartphone situation, then you will have AR, V…”

“Apple had one that was just so big with the smartphone, The challenge for them was they did well with tablets and they did well with earbuds. They're doing well with the watch, but those weren't big enough to move the needle.”

“Well, you know, I'm a centrist, so I think this is as big a deal as the internet or smartphones, but only as big a deal as the internet or smartphones.”

“So even today, there's less than a billion consumer PCs on earth, and there's something between five and six billion smartphones.”

“I think it's like, it's as big a deal as mobile or smartphones or the internet, and not a bigger deal than that. I don't think it's like, you know, the new electricity or the new fire. I think it's as big a deal as the internet.”

“It also doesn't sound like the type of thing that's, you know, people are going to leave their smartphones behind anytime in the next five to 10 years.”

“Also, to build on your point earlier, like, about distribution, and the reason that distribution is not the advantage that it used to be is because It's already exists on seven billion phones.”

“Augmented reality is the future of phones. It's the mobile thing that you're going to take out with you. And I think virtual reality is the future of TVs.”

“20 years from now, people are going to look back at like videos of people walking around, looking at their phones, and it's going to look like smoking cigarettes in an airplane. Like, you're just going to be like, I cannot believe people actually did that. And…”

“So the phones that are able to use the spectrum that was acquired probably start shipping in around two years.”

“I would be surprised if phones go away, because you're not going to put huge batteries into glasses or AirPods or a pendant or a brooch. And you're not going to do all the compute in something with a small battery, so you're going to want to have a lightweight…”

“Phones have destroyed the human race. Like, the fertility crash that's happening all around the world. Nobody has replacement level fertility. Fertility is going far below replacement everywhere because of technology.”

“Now, as you and I know, we are line of sight from a medical assistant that's 24 seven on every smartphone for every person who has a smartphone.”

“Like, I think the iPhone five was the last iPhone where when you took a picture, just sort of took a picture. And then after that, every time you take a picture now on any modern smartphone, it takes a picture and then runs it through an algorithm to make the …”

“There's so many technologies that are hard to not just popularize, but even get good at, unless you have a phone these days, just take voice. You know, if you want to really be good at voice. You got to get enough signal and you'll get the signal off the phone…”

“And my belief is, 10 to 15 years from now, when people see, like, videos of people walking around the streets looking down at their phone, it's gonna be like when you see people smoking cigarettes in a restaurant.”

“There we are in a moment right now where people's relationship with their phones in particular is deeply like filled with negative emotion, right? Like people want out of the ecosystem. It's like the combined ecosystem of social media and phones, I think has p…”

“And then when smartphones took off, we faced an existential crisis where there started to be consumers who didn't have a desktop. They only had a phone, so they had no free experience and our entire model died. So, so that was one of those moments. We had to r…”

“So we have maybe a couple cycles away to get to that sweet spot what smartphones were in around 2006, 2007.”

“Smartphones globally is about 1.2 billion units every year. In India, it's one 20 to one forty million annually, depending on what number you look at. So if you assume that the ASP is 300 dollars, then 1.2 billion, that's over three hundred billion dollars, ju…”

“And when we started this new company, nothing, we wanted to make phones. Nobody wanted to make phones for us.”

“I think the disruption can happen on the OS side. I think the hardware side is very hard to differentiate on because all these suppliers that we have, they're all very concentrated, and they're very strong, and they're investing in their product roadmap, upgra…”

“10 years, I feel pretty confident that we will have a lot more ways to bring content into our, you know, view shed than just taking out our fun.”

“Around 20 14 ish is when we hit critical mass of a billion people on social media and a billion people on smartphones. Since then, it's been really hard to create a meaningful brand that lasts more than like a drop in the bucket for a couple of years.”

“I don't think it replaces the centerpiece of the phone. I think it just adds value to your life in a very different way.”

“In fact, a 2016 study by Research Central pegged the average age for getting a first smartphone at 10. In 2012, that age was 12.”

“When we had a commercially viable version of Olo in 2005, when we launched it was sub five percent of mobile users that were using smartphones.”

“Pocket watches are also like smartphones today in that they're fidget devices. If you're out in the world and, like, you're waiting in line, or you don't know what to do with your hands, you're in a socially awkward situation, you know, whatever, you take your…”

“If you wanted to, like, have, like, continuous understanding of audio with your phone, it would monopolize your microphone, it would get interrupted by calls, and you'd have to remember to turn it on, and, like, that little bit of friction is actually, like, a…”

“No, I didn't. Maybe the business development guy, I mean, that was another interesting story. Yeah, maybe he knew. Maybe he, or at least, I now hope and I, of course, hoped at that time, too, that he had a more detailed visibility than I did”

“There's no need for them. There's nothing good that comes of it, and Ginja's, all of Ginja's reasons for it being bad, but no, I mean, what do students need a phone? They're in a place where there's adult supervision, and there are wired phones. If God forbid …”

“Smart glasses. Yeah. I mean, yeah, there's almost no question.”

“Adults really can't go back to the dumb phone. It's just too much of a shift. And so a lot of the like dumb phone companies haven't done all that well, but I think that there's a bigger opportunity to go after The kids found.”

“I think the Ray-Ban metas are, like, the most compelling wearable I've ever seen, and maybe the most compelling piece of tech I've Engaged with since, like a smartphone.”

“Because the glasses are on your face, they're not in your pocket, and they have the ability over time, not immediately, to become aware of the world and to understand what you're trying to do in the world they can actually be very proactively helpful just to y…”

“We're a long ways from that for a bunch of reasons, not the least of which being the technology is not ready yet, but also because The application ecosystems will take a long time to transfer and user behaviors take a long time to change. So I think we have a …”

“So in the short term, my intuition is that the combination of a smartphone with Ray-Ban glasses or AirPods or the like probably, you know, meaning you might need to look at your screen less than you do today. But my intuition is because of the prevalence of sm…”

“Because of the perseverance of the smartphone, probably if I had to pick, I think the smartphone will remain, but coupled with things like AirPods and CarPlay and others, you'll interact with it more through different modalities. But the Anker supercomputer in…”

“So we need at least a hundred million USD to make a phone.”

“However, the modern smartphone is just so far away from that idea. It's making us more addicted. It's making us sad. It's making us watch garbage content on TikTok.”

“I think within five years, you're going to have models of this size on your phone.”

“It's hard to hold the line on, on your own. It's much easier if you have three of you holding the line, but it's even better if it's not holding a line, it's offering a more positive vision of childhood.”

“Well, one of them is I think even shorter than that, Every single person who has a smartphone will have one or more personal agents, personal AI agents, that's why we, in inflection we call it Pi, that is their agent, but it is like there for them, and on a wh…”

“10 years from now, 20 years from now, I don't think the smartphone is gonna be as dominant as, I mean, it could be wrong, actually, but probably not in terms of how we're interacting with it, right, or it's a companion to other things”

“And seven B is the size that allows to run Efficiently a model on your Macbook or on your smartphone.”

“So when I call it dead I don't call it dead in the sense of we won't use it anymore, but I think it has reached the peak of its importance in people's lives.”

“So yes, you can beam into a proto right now Using your iPhone or any smartphone, you don't need to have a special camera.”

“The bank and every bank necessarily had been very inwardly focused in the period from 2008, nine onwards. And it had to do with regulatory reform and the many scandals and big settlements that had to be worked through. And it was really a period of existential…”

“The second thing is, in order for us to help our kids, we have to reparent ourselves on smartphones.”

“Smartphones are great. They're really, really great at what they can do now, but they're very limited in terms of how much more they can do. And if you think about if they're able to leverage some of these multimodal inputs that use text and voice and sound an…”