The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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…”
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.”
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…”
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.”
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.”
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.”
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.”
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.”
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: The iPhone would never have existed without Steve Jobs
“The iPhone would never have happened had it not been for Steve Jobs.”
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…”