Apple Pay

part of Apple

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 7, 2021 by Benedict Evans · said 16 times in 6 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (16)

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2022 7 mentions in 1 episode
2021 5 mentions in 3 episodes 2 per episode
2020 4 mentions in 2 episodes 2 per episode

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Everything said about Apple Pay, oldest first

Mar 7, 2021 neutral
Prediction Held up
Evans predicts antitrust concerns will force Apple to open iOS NFC access
“Well, I think it's pretty likely that Apple will have to open up NFC access, for example. Because that's a payment monopoly thing.”
Benedict Evans Mar 7, 2021 ▶ 21:03 App stores: arguing like it's 2009
Sep 20, 2021 positive
Insight
Evans: Apple ships discrete modular building blocks before combining them into new products
“Part of Apple's roadmap is they create these building blocks, and they ship them as features year over the years, and then they combine them into something new. The obvious example is they added the fingerprint scanner the year before they did Apple Pay.”
Benedict Evans Sep 20, 2021 ▶ 24:38 Apple's metronome
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