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iPhone

also referred to as: iphones

includes iPhone 15, iPhone 14, iPhone 16, iPhone 13, iPhone 11, iPhone 11s, iPhone 12, iPhone 12s, iPhone 15 Pro, iPhone 4

13 statements across 12 episodes · 6 bullish · 5 bearish · 8 people on the record · first statement Jun 13, 2021 by Chamath Palihapitiya · said 266 times in 123 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (130), Chamath Palihapitiya (35), David Friedberg (33), David Sacks (24), Gavin Baker (10), JD Vance (4), Palmer Luckey (3), Jonathan Haidt (3)

tap a year for its mentions
005015100302020202120222023202420252026episodesmentions
015302020202120222023202420252026episodes it came up in
002154302020202120222023202420252026episodesmentions per episode
2026 31 mentions in 17 episodes 2 per episode
2025 46 mentions in 25 episodes 2 per episode
2024 87 mentions in 28 episodes 3 per episode
2023 36 mentions in 20 episodes 2 per episode
2022 29 mentions in 13 episodes 2 per episode
2021 30 mentions in 14 episodes 2 per episode
2020 7 mentions in 6 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about iPhone, oldest first

Jun 13, 2021
What-if
Chamath: The iPhone would never have existed without Steve Jobs
“The iPhone would never have happened had it not been for Steve Jobs.”
Chamath Palihapitiya Jun 13, 2021 ▶ 1:21:32 E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
Sep 18, 2021 negative
Assertion Supported
Palihapitiya: NSO Group created zero-click exploit to spy via iPhone cameras and microphones
“The Israeli spy firm NSO had apparently created a zero click exploit for the iPhone, where you could turn on the camera and the microphone and basically spy on folks completely unaware.”
Chamath Palihapitiya Sep 18, 2021 ▶ 59:57 E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more
Feb 11, 2023 neutral
Assertion Partly supported
Friedberg: Google pays Apple $15B annually for default iPhone search placement
“Today, Google pays Apple, fifteen billion dollars a year to be the default Search engine on iPhones on the Safari browser.”
David Friedberg Feb 11, 2023 ▶ 52:16 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
Mar 31, 2023 bullish
Opinion
Sacks: ChatGPT plugins are the most important developer platform since iOS
“I think this is the most important developer platform since the iPhone and the launch of iOS and the app store. And I would argue maybe ever. In our industry, certainly since the beginning of the internet.”
David Sacks Mar 31, 2023 ▶ 15:13 E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
Mar 8, 2024 bearish
Opinion
Calacanis: Apple services growth does not solve peak iPhone slowdown
“They've got a great collection of services, and services revenue is growing, but I don't think that they are filling in this growth problem with the iPhone.”
Jason Calacanis Mar 8, 2024 ▶ 56:26 E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
May 10, 2024 positive
Opinion
Altman: The iPhone is humanity's greatest piece of technology
“I personally think an iPhone is, like, the greatest Piece of technology humanity has ever made.”
Sam Altman May 10, 2024 ▶ 16:05 Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
Jun 7, 2024 bearish
Prediction Not checkable as stated
Chamath: Discreet earbuds and budget phones will win consumer AI hardware over $1,500 iPhones
“And so, you're more likely to have a very simple earbud that is, you know, very inconspicuous and discreetly in your inner ear well, speaking information to you, than you are, and with a companion 500 dollar phone, than I think you will be with a 1500 dollar i…”
Chamath Palihapitiya Jun 7, 2024 ▶ 1:07:38 DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
Jun 7, 2024 bearish
Prediction Not checkable as stated
Palihapitiya predicts Apple's AI features will fail to drive major iPhone upgrades
“So the idea that Apple with this thousand dollar device is all of a sudden going to figure out that this is why you're going to upgrade. I think is pretty speculative, and I think they're going to be disappointed.”
Chamath Palihapitiya Jun 7, 2024 ▶ 1:07:06 DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
Jul 12, 2024 bullish
Prediction Not checkable as stated
Sacks: LLM-powered Siri will trigger a massive iPhone upgrade cycle
“The second one I think will be when Apple comes out with iPhone, you know, with LLM powered Siri, assuming they do a decent job with that. I, it's going to lead to a huge upgrade cycle.”
David Sacks Jul 12, 2024 ▶ 35:21 Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
Sep 10, 2024 negative
Opinion
Vance: Claiming the iPhone is designed in Cupertino is increasingly untrue
“That the idea that the iPhone is designed in Cupertino is increasingly no longer even true, right? It's something that we lie to ourselves about because the people who are doing all the manufacturing of the hardware of the iPhone are getting much better at des…”
JD Vance Sep 10, 2024 ▶ 41:26 JD Vance | All-In Summit 2024
Mar 29, 2025 bullish
Assertion Not checkable as stated
Baker: Nvidia's Blackwell transition is unprecedented, comparable only to the iPhone
“There's never been a product transition like this in the history of semiconductors going from Hopper to Blackwell, you know, kind of the 2022 generation GPU to this one. The only precedent for this on planet earth is the iPhone.”
Gavin Baker Mar 29, 2025 ▶ 4:39 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Jun 21, 2025 bullish
Assertion Partly supported
Thomas Lafont claims Apple reduced iPhone share of gross profit from 90% to 40%
“Over a decade ago, 90 plus percent of their gross profit was a one-time hardware sale on the iPhone. And no one thought that they would ever be able to get away from the drug of selling that one iPhone unit, right? And cut to, you know, over a decade later, it…”
Thomas Laffont Jun 21, 2025 ▶ 56:11 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
Jan 31, 2026 bullish
Prediction Held up
Friedberg: Advanced AI models will ultimately run locally on iPhones
“Ultimately these things end up on the iPhone running locally, and you don't need to go to the cloud.”
David Friedberg Jan 31, 2026 ▶ 1:03:21 ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
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