iPhone

also referred to as: iphones

includes iPhone 15, iPhone 4, iPhone 5, iPhone X

20 statements across 16 episodes · 8 bullish · 4 bearish · 2 people on the record · first statement Oct 19, 2020 by Benedict Evans · said 313 times in 69 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (297), Toni Cowan-Brown (11), Leonard Brody (2), Jay Goldberg (2), Bernadette Kevins (1)

tap a year for its mentions
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010202020202120222023202420252026episodes it came up in
004108202020202120222023202420252026episodesmentions per episode
2026 14 mentions in 4 episodes 4 per episode
2025 27 mentions in 4 episodes 7 per episode
2024 17 mentions in 5 episodes 3 per episode
2023 74 mentions in 14 episodes 5 per episode
2022 46 mentions in 16 episodes 3 per episode
2021 89 mentions in 18 episodes 5 per episode
2020 46 mentions in 8 episodes 6 per episode

every mention, scene by scene, with the transcript →

Everything said about iPhone, oldest first

Oct 19, 2020 bullish
Opinion
Apple's custom silicon is likely 25% better than rival chips
“Apple now makes the, what's called the SAC, so the system on a chip, basically the CPU inside an iPhone and an iPad. While they design it themselves, it's manufactured for them by TSMC. That's probably 25% better than any other chip on the market.”
Benedict Evans Oct 19, 2020 ▶ 19:13 What the Apple and Facebook events tell us about their product cycles
Oct 19, 2020 positive
Assertion Supported
No company besides Apple has sold 250 million $600 machined steel devices
“Nobody has ever sold two hundred and fifty million things at 600 dollars each, machined out of stainless steel before.”
Benedict Evans Oct 19, 2020 ▶ 26:51 What the Apple and Facebook events tell us about their product cycles
Nov 16, 2020 positive
Assertion Supported
Evans: One billion people currently own an iPhone
“And the result is that today a billion people have an iPhone.”
Benedict Evans Nov 16, 2020 ▶ 5:40 The paradox of Apple
Nov 16, 2020 positive
Insight
Evans: More third-party software is installed today despite walled gardens
“There is vastly more third-party software from vastly more people being installed than ever before on this closed sealed box walled garden.”
Benedict Evans Nov 16, 2020 ▶ 32:06 The paradox of Apple
Jan 17, 2021 neutral
Assertion Supported
Evans: Most component value in iPhones comes from outside China
“The iPhone is made in Shenzhen, but actually, the vast majority of the value inside it doesn't come from China.”
Benedict Evans Jan 17, 2021 ▶ 24:21 Two Europeans talk about China
Jun 14, 2021 positive
Insight
Evans: Privacy branding is vital for Apple's future glasses and cars
“Having privacy, being the privacy company is a huge strategic asset for a large class of the kind of car products that they want to build, because those are products where privacy is actually much more material than it is even on the iPhone.”
Benedict Evans Jun 14, 2021 ▶ 15:44 Paying attention to Apple again
Jun 14, 2021 neutral
Assertion Supported
Evans: iOS attack surface dwarfs Mac with one billion active devices
“There's, say, a hundred million Macs out there, and most people don't really install software on their Macs. They've got the software it came with, they installed Zoom, and maybe Office, or maybe Photoshop, and that's kind of it... Nobody is installing five ap…”
Benedict Evans Jun 14, 2021 ▶ 23:15 Paying attention to Apple again
Sep 20, 2021 negative
Opinion
Evans: Apple's newly announced iPhones are notably uninteresting
“So we thought it would be kind of interesting to wrap up the new iPhones and so on, very, very briefly, because it's actually interesting how uninteresting they are.”
Benedict Evans Sep 20, 2021 ▶ 0:19 Apple's metronome
Nov 15, 2021 positive
Assertion Supported
Evans: More people download software on iPhone now than all pre-2005 platforms combined
“There are more people downloading software on an iPhone now than happened on every computing platform on earth before 2005.”
Benedict Evans Nov 15, 2021 ▶ 14:46 What we know about web 3 so far
May 16, 2022 bullish
Prediction Held up
Evans: Winning VR/AR platforms will be open ecosystems like iPhone
“The ones that will win will be ones that are open platforms in the way that the iPhone was an open platform. And I do mean deliberately to say the iPhone is an open platform. It has millions of apps and billions of downloads. It's an open platform. That's what…”
Benedict Evans May 16, 2022 ▶ 11:59 Metaverse - how to be wrong in the right way
May 30, 2022 neutral
Opinion
Evans: Allowing Alternative App Store Payments Wouldn't Break iPhone
“If Apple let every app sign up alternative payment methods inside of their app on the iPhone. It would be annoying, and, you know, there would be some trade-offs around security and privacy, and you can also argue whether anyone would actually do it, which is …”
Benedict Evans May 30, 2022 ▶ 3:37 Three ways to say no
May 30, 2022 negative
Opinion
Evans: Mandating USB-C for iPhone Is Dumb and Doesn't Help Environment
“If they have to replace the lightning port and the iPhone with USB-C. It's dumb. It doesn't actually help the environment. It's annoying. It's probably a less good port than the lightning port Apple uses. It's certainly a bit bigger. But like, guess what? Like…”
Benedict Evans May 30, 2022 ▶ 6:43 Three ways to say no
Jul 25, 2022
Assertion Partly supported
Evans: Apple's 2021 R&D budget equaled its total revenue at iPhone launch
“When Apple launched the iPhone, I think the revenue was about twenty billion dollars. And last year, Apple's R&D budget was twenty billion dollars. It was a four hundred billion dollar company last year”
Benedict Evans Jul 25, 2022 ▶ 2:07 When the point of leverage changes
Feb 12, 2023 neutral
Assertion Supported
Evans: Google pays Apple nearly $20B for default iPhone search
“Google pays, Apple pays, Apple probably close to twenty billion dollars to be the default search engine on the iPhone.”
Benedict Evans Feb 12, 2023 ▶ 25:35 ChatGPT versus Google
Mar 12, 2023
Insight
Evans: The App Store's purpose is selling iPhones, not standalone profit
“The purpose of the app store is to sell iPhones. I mean, it has revenue, and it has a cost base, but it also sells iPhones.”
Benedict Evans Mar 12, 2023 ▶ 4:56 Amazon's $40B advertising business
Apr 2, 2023
Opinion
Evans: Generative AI is moving faster than the web or smartphones did
“This is all happening so much more quickly than previous changes like the web or iPhones did.”
Benedict Evans Apr 2, 2023 ▶ 0:50 AI, copyright and collective knowledge
Apr 16, 2023 neutral
Assertion Supported
Evans: Meta spends billions inventing tech, unlike Apple's original off-the-shelf iPhone
“Meta is spending tens of billions of dollars every year on all of that Moore's law, because where Apple could basically sit on top of an awful lot of technology that already existed, like they didn't need to create ARM from scratch. They didn't need to invent …”
Benedict Evans Apr 16, 2023 ▶ 13:05 Metaverse and crypto - beyond the BS
Jun 5, 2023 positive
Insight
Evans: Vision Pro mirrors iPhone as an unspecific piece of glass
“There's kind of comparison with the iPad, the iPhone here, which is that I used to say the iPhone is just a piece of glass and it can become anything. It's part of getting rid of the buttons is it became totally unspecific. It's just a piece of glass that coul…”
Benedict Evans Jun 5, 2023 ▶ 27:56 Apple Vision
Oct 15, 2023 negative
Opinion
Brody: Generational demographics are marketing fiction except for the pre-iPhone divide
“Demography is made up nonsense that isn't true. And I think it's often done to sell consulting services and to make marketing seem like they're creating generations. The truth is, I don't really believe that with one exception, which I'll come back to, that th…”
Leonard Brody Oct 15, 2023 ▶ 21:39 The magic customer
Aug 19, 2024 negative
Opinion
The Microsoft antitrust case did not create Google or the iPhone
“This is kind of bizarre assertions that somehow the DHA Microsoft case resulted in the rise of Google or resulted in the iPod and the iPhone, which is just ignorant nonsense.”
Benedict Evans Aug 19, 2024 ▶ 32:45 Google's Antitrust case
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