iPhone, every mention
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every year anyone Jason Calacanis 130Chamath Palihapitiya 35David Friedberg 33David Sacks 24Gavin Baker 10JD Vance 4Palmer Luckey 3Jonathan Haidt 3Sarah Friar 2Ro Khanna 2
Verbatim, from the transcripts: the passages where iPhone comes up
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 20:31 Jason Calacanis Yeah, and it's just Android versus iPhone all over again.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 38:26 Jason Calacanis Tang Tan, Apple's former VP of iPhone design, is OpenAI's chief hardware officer. 3 times in the scene
- ▶ 55:33 Jason Calacanis It's just like the iPhone. 3 times in the scene
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 3:48 Jason Calacanis You probably would have made chips for iPhone, which Intel passed on.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 29:09 Chamath Palihapitiya I think it's more that when the iPhone was a novelty, everybody would keep upgrading because you expected that the new price was worth it.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 26:07 Jason Calacanis and we've always had just when you were releasing the new version of, um, an operating system, you know, when you have your iPhone, you can say, I want to be part of the beta.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 23:22 Jason Calacanis Apple took a very strategic approach to wanting to build an app store business, to wanting to support developers, and they explicitly told people, if you make something super obvious that you can build in a week or two, it eventually might… 2 times in the scene
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 47:19 Gavin Baker Distillation is when you have, you know, a, a, like, you know, we all have seen videos of these Chinese iPhone farms, just picture a farm like that.
- ▶ 1:06:47 Gavin Baker So the high iPhone prices, you know, one CXMT is coming for consumer grade DRAM.
- ▶ 1:39:54 Jason Calacanis They're trying to get the new iPhone, 16 or 17.
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
- ▶ 5:46 Gavin Baker Absolutely, and Mark Zuckerberg, and basically the idea was, you know, the iPhone comes out, and initially there was not a big app ecosystem, and there was a thought that, hey, there's no need for apps, you're just gonna use the web… 2 times in the scene
Bill Ackman: Here's What the Market is MISSING
- ▶ 28:33 unnamed speaker And so I do think it has a profound impact because prior to your extremely long tweets that have been parodied now, there's an incredible meme of a Bill Ackman tweet coming in, which is an extended iPhone that's a foot tall.
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 15:11 Sarah Friar Did you have an iPhone moment? 2 times in the scene
- ▶ 29:16 Jason Calacanis iPhone, Meta, Advertising Network, and Google's Advertising Network.
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 56:19 Chamath Palihapitiya Like, don't we have an iPhone moment that we're just all going to be surprised by where somebody shows up and they're like this thing and you're like, oh my God, that's the thing.
How We Grew Koch Industries to $150 Billion Without Going Public: Charles & Chase Koch
- ▶ 41:17 Chase Koch This was a technology company, a connector and cabling and connector company, one of the largest in the world, um, that makes products in your iPhone and med tech products, your automobile.
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
- ▶ 43:23 David Sacks So I could imagine that even if, let's say, you know, Siri plus plus becomes the dominant way of interacting with your iPhone, you'll still want that Apple user interface.
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 5:40 Jason Calacanis And then it's just on your iPhone.
- ▶ 1:04:24 Jason Calacanis You, you have this beautiful square glass key, like an iPhone.
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
- ▶ 54:37 David Friedberg But what I think people don't realize, it's almost like the first time you use FSD in your Tesla or the first time you used an iPhone, you realize that it's so much more that it widens the aperture of what's possible.
- ▶ 1:03:21 David Friedberg So yeah, ultimately these things end up on the, on the iPhone running locally, and you don't need to go to the cloud.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 1:04:30 Jason Calacanis Do you trust signal and, uh, your iPhone to protect you as a corporate executive? 2 times in the scene
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
- ▶ 1:11:40 Howard Lutnick Like, you think of a chip, think of a little teeny thing going in your iPhone, right?
All-In x Kill Tony: A Hilarious Holiday Special
- ▶ 58:00 Jason Calacanis Um, this company has unlimited distribution and, uh, unlimited capital, and the most impressive thing they've done in the last 10 years is a thin iPhone.
Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
- ▶ 1:02:07 David Friedberg In their Mate 60 Pro, which is sort of like their iPhone competitor in China.
Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
- ▶ 50:54 Tucker Carlson Everything about your life will be better once you get the iPhone, 27 or whatever.
Ro Khanna Calls Out Both Parties: Immigration, Tech & Free Speech
Science Corner Special! David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
- ▶ 17:47 Alex Filippenko Not applied research that will lead in the short term to new gizmos, pacemakers, and iPhones, and things like that.
- ▶ 39:14 Keller Rinaudo Clifton It's actually a video I took on my iPhone, so nothing, nothing fancy, but you can actually see, uh, what we call zips.
Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
- ▶ 26:08 Jason Calacanis We love the iPhone.
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 1:33:31 Gavin Baker The iPhone was not the first smartphone. 2 times in the scene
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
- ▶ 21:10 Chris Power Drones, iPhones, we don't make any of them.
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 36:24 Jason Calacanis Cause the iPhone didn't have a browser, you know, uh,
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
- ▶ 1:17:19 Jason Calacanis And, and the revenue durability of your iPhone is a good example of it. 2 times in the scene
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 45:50 Thomas Laffont It led to the iPhone and, right, the fact that they were so coupled between hardware and software, the user interface, you know, et cetera.
- ▶ 51:39 Chamath Palihapitiya So this is a chart of Apple's revenue, and what you see is iPhone is completely stalled out. 3 times in the scene
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
- ▶ 47:05 Jason Calacanis And designer, iPhone, iPod, iPad, all that beautiful stuff. 5 times in the scene
- ▶ 1:14:37 David Sacks I mean, you already had to trust, you know, Google and iPhone and so on because they do have a huge level of access to your data, but the new, let's call them AI connected devices.
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 32:46 Jason Calacanis After some bad search data came out because the Justice Department, as everybody probably knows, is doing this antitrust lawsuit with Google, and the key part of that lawsuit is Google paying Apple twenty billion a year to be the default… 3 times in the scene
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 36:42 Aaron Levie On an iPhone?
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 28:53 Andrew Ross Sorkin So I don't know if you guys saw the news this morning, a report out that Apple is going to move its manufacturing of iPhones that are exported to the US or imported here in the US, but they're going to manufacture all that stuff in India,…
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
- ▶ 12:14 David Friedberg They launched a chip, a seven nanometer chip, with Huawei in their Mate 60 Pro, which is sort of like their iPhone competitor in China.
DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
- ▶ 1:16:00 Jason Calacanis Japan was paying their companies to build factories outside of China, and Apple was doing India, Vietnam to build AirPods and laptops, and even the iPhone being made outside of China.
All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
- ▶ 23:44 Samir Chaudry Most great creators can create, if you're a good storyteller, you can make videos right now on the internet with your iPhone.
- ▶ 25:19 Jason Calacanis It's the iPhone four.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 4:51 Gavin Baker The only precedent for this on planet earth is the iPhone. 4 times in the scene
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
Howard Lutnick | All-In DC
- ▶ 5:09 Howard Lutnick I said, take two iPhones, put them on a stand, and just go through the Panama Canal.
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
- ▶ 47:26 Jason Calacanis The good news is if you look at every time we have a great technological revolution, whether it was the iPhone or the internet, now AI, that tends to make, uh, the most impact on the economy. 3 times in the scene
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- ▶ 55:25 Jason Calacanis China, who use an iPhone, in order to use an iPhone in China, your data is owned by the government, period, full stop, and Apple had no choice but to do that.
Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna
- ▶ 49:19 Chamath Palihapitiya The microphone on that iPhone can get turned on remotely. 2 times in the scene
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 38:40 Jason Calacanis Wouldn't Apple, Amazon, or Google just back up the truck to the NBA and say, well, take the whole thing, and then anybody who's got an iPhone gets the NBA for free, and then everybody else has to pay, and they figure it out in the back,…
The All-In Holiday Spectacular
- ▶ 19:54 Jason Calacanis The new iPhone's 16, not very strong, and I feel like they're adrift, and Warren Buffett sold all his shares in it.
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 44:30 Jason Calacanis The reason they're doing this obviously is because they really want the iPhone to be the interface and they have planted their flag that they want to have privacy and have AI working off of your local device and not having access to your… 3 times in the scene
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
- ▶ 38:17 David Sacks Just because the user books an Uber that you own their attention during that ride, because during that ride, you're really competing with every app on the iPhone, right?
Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
- ▶ 16:00 Mark Cuban The FBI used, used this device to break into an iPhone, and there was a big thing about, you know, privacy, and I tried to engage him on a conversation on it, and it's just like, I don't know, you know, just didn't want to talk about that…
Jake Loosararian, Gecko Robotics | All-In Summit 2024
- ▶ 30:32 Chamath Palihapitiya I think it's, we, we've talked before, and I think what you're doing is so inspiring because it feels to me like this technology, you know, that we've seen over the last 20 years in iPhones, in EVs, in sensors, um, is now allowing us to…
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
- ▶ 57:07 Chamath Palihapitiya But the thing is like that initial form factor was so different than what it replaced, even if you looked at like flip phones versus that first generation iPhone. 3 times in the scene
- ▶ 1:07:26 David Friedberg and you got an iPhone, right?
Deep State, Hegemony & U.S. Foreign Policy: John Mearsheimer vs. Jeffrey Sachs | All-In Summit
- ▶ 39:49 Jason Calacanis Jeffrey, we're, we're making our iPhones in India now.
Marc Benioff | All-In Summit 2024
- ▶ 35:41 Marc Benioff And you know, in 2007, um, I introduced a iPhone and you know, I said, thank you for sending me one. 2 times in the scene
Peter Thiel: The Coming Collapse No One Is Prepared For
- ▶ 12:15 Peter Thiel And either way, you know, it's, it's not that straightforward to just, uh, shift the, um, the iPhone factories to the United States. 2 times in the scene
JD Vance | All-In Summit 2024
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
- ▶ 36:03 David Friedberg And they confronted her, and there was a, someone videoed the whole thing on their iPhone of them saying, we need answers.
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 35:21 David Sacks 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. 5 times in the scene
Jonathan Haidt: How to Help the Anxious Generation | The All-In Interview
- ▶ 19:18 Jonathan Haidt Um, so you're seven when the iPhone comes up, but that's not so important because the iPhone doesn't change things for the first few years. 2 times in the scene
- ▶ 20:17 Jonathan Haidt 20 10, you get the first front-facing camera on the iPhone, and then Samsung copies that right away.
- ▶ 57:16 David Friedberg iPhones that's fifth grade, fourth grade, whatever, and the kids that aren't are the have-nots.
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- ▶ 46:37 Jason Calacanis They announced here at the keynote at WWDC that you need to have an M one chip or better iPhone, 15 or better.
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
- ▶ 1:02:35 Jason Calacanis In other news, Apple and OpenAI have reportedly struck an iPhone deal. 6 times in the scene
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 1:13:15 David Friedberg All of us have iPhones that use polymers.
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
- ▶ 15:14 Jason Calacanis It watches your desktop on your Macintosh or on your iPad or iPhone, and it does
- ▶ 1:34:11 David Sacks So think about Microsoft completely missed iPhone.
Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
- ▶ 1:52 Jason Calacanis This after it was reported that Sam was looking to raise a billion from Masayoshi-san to create an iPhone killer with Johnny Ive, the co-creator of the iPhone. 2 times in the scene
- ▶ 13:43 Sam Altman You know, some people like iPhone, some people like an Android phone.
- ▶ 15:41 Chamath Palihapitiya I mean, is it does it need to be as expensive as an iPhone? 3 times in the scene
- ▶ 1:23:36 David Sacks The third camera to the iPhone. 4 times in the scene
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 1:02:48 David Friedberg Two years later, the iPhone came out. 2 times in the scene
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- ▶ 13:04 Chamath Palihapitiya They will tell you that you'll get stabbed over a phone where it's like, you don't need to stab me for my iPhone here.
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
- ▶ 1:24 Jason Calacanis So this DOJ suit outlines five alleged abuses, and they claim obviously that those abuses reduce competition while limiting consumer choice and raising the prices that consumers pay for their iPhone.
- ▶ 5:07 David Sacks Well, your mom should buy an iPhone. 2 times in the scene
- ▶ 24:01 Jason Calacanis Google has been the default search engine on iPhone for, I think over a decade now, and Google pays Apple, twenty billion a year.
- ▶ 31:23 Jason Calacanis The point they were making is they were trying to do a skit about, like, how they're doing less packaging and including, that, that skit was to tell you that you're not getting a charger in your next iPhone because they, they don't, they…
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
- ▶ 1:14:34 Chamath Palihapitiya Then you need to shut down all the iPhones.
- ▶ 1:20:50 Jason Calacanis If you, um, if you look at the correlation between all of these symptoms showing up in kids, it's basically the introduction of the iPhone. 2 times in the scene
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
- ▶ 56:04 Jason Calacanis I think this is really just about peak iPhone.
- ▶ 56:44 Jason Calacanis Grade, like when they would do like a 12 and then a 12 S or an 11, 11 S.
- ▶ 56:44 Jason Calacanis Grade, like when they would do like a 12 and then a 12 S or an 11, 11 S.
- ▶ 56:44 Jason Calacanis Grade, like when they would do like a 12 and then a 12 S or an 11, 11 S.
- ▶ 56:44 Jason Calacanis Grade, like when they would do like a 12 and then a 12 S or an 11, 11 S.
- ▶ 56:44 Jason Calacanis And when I got to iPhone 13, I was like, this thing's kind of peaked. 2 times in the scene
- ▶ 56:52 Jason Calacanis And I just forgot to buy the 14, didn't need it. 2 times in the scene
- ▶ 56:54 Jason Calacanis And then I bought the 15 and I'm sitting here with my 15 and my 13. 4 times in the scene
- ▶ 58:21 David Friedberg 15 pro.
- ▶ 59:30 David Friedberg But I think this is one counter to your point, Chamath, that the macro driver is as, um, the economic position, the GDP per capita scales in these BRICS nations, they can start to afford to buy iPhones, which are generally some multiple of… 2 times in the scene
- ▶ 1:04:52 David Sacks And, uh, well, like if they could, if they could just make Siri work like the way it was supposed to using an LLM and have it be like snappy, that'd be a major upgrade to the iPhone. 2 times in the scene
E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
- ▶ 42:59 Chamath Palihapitiya So what's incredible is that that process has escalated to a point now where, for example, on the iPhone, it's somewhere between 18 and 20 odd billion dollars a year is what now Google pays Apple.
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
- ▶ 36:30 Jason Calacanis I don't know if you saw that, Freyberg, but Apple has been working on an open source image project, and so you're kind of gonna see, I think, in iOS, 18, or the next iPhone 16, they're gonna have an image model baked onto that phone.
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
- ▶ 3:56 David Friedberg Where they're using an iPhone and a barcode scanner and a printer, and they're holding all these pieces of equipment, scanning the QR codes on flowers, taking the pollen out, putting it in the next flower, training each other how to do it.
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