iPhone, every mention
165 scenes, the whole family · ← back to iPhone
tap a year for its mentions
every year anyone Benedict Evans 297Toni Cowan-Brown 11Leonard Brody 2Jay Goldberg 2Bernadette Kevins 1
Verbatim, from the transcripts: the passages where iPhone comes up
Token pricing
- ▶ 7:48 Benedict Evans Um, and then there's a more relevant reason why it's interesting, which is that as smartphones took off, the networks collapsed because people bought iPhones and then the iPhones got three G and then people started watching YouTube and… 4 times in the scene
- ▶ 19:00 Benedict Evans And, you know, Apple had to make the iPhone before the iPhone and make a network, make an app store and get people to do it before that had a network effect. 2 times in the scene
The spring updates on AI
- ▶ 9:49 Benedict Evans I mean, it's the thing you can see when you buy a new iPhone. 2 times in the scene
- ▶ 26:45 Benedict Evans I mean, there's certainly, there's a crowd of people who are in their twenties who've forgotten that the iPhone, who don't know that the iPhone was kind of a big deal, and also don't know that the internet was kind of a big deal, and say,… 2 times in the scene
The end of the network effect
- ▶ 5:31 Benedict Evans Or is it more like the thousands of iPhone apps 2 times in the scene
AI and SaaS
- ▶ 3:13 Benedict Evans So you've got all this kind of financial Wall Street-y stuff that makes, and a lot of this sort of euphoria on the other side of twenty-five-year-olds who've never worked in another industry and have never seen a financial, financial,…
- ▶ 18:33 Benedict Evans We're going to force all of our app engineers to use Androids because they've all got their thousand dollar, you know, 700 dollar, 600 dollar iPhone.
How does OpenAI compete?
- ▶ 18:11 Benedict Evans And, or indeed mobile from like 2000, well, picking it from 2005, maybe to 2010, or certainly from 2008 and nine, post iPhone to 2010.
The AI presentation
- ▶ 14:14 Benedict Evans Um, you know, this is remember General Magic, which basically tried to make an iPhone in the 2000, in like, 1994, um, before there were cellular data networks.
- ▶ 22:11 Benedict Evans Making face iPhone apps is a commodity.
A double episode: AI differentiation, and Apple does F1
- ▶ 2:16 Benedict Evans As like the consumer product that you're presented with, the iPhone app or the website that you go to to ask the question, the only real difference is the graphic design.
- ▶ 8:26 Benedict Evans Yes, it looks like an iPhone, because, because what else is it going to look like? 4 times in the scene
- ▶ 18:11 Benedict Evans Um, all of which is kind of fascinating, but like there is this, you know, here we are, you know, I've got a folder on my iPhone full of these apps and there's like a hundred billion dollars of investment between them and they're exactly…
- ▶ 19:19 Benedict Evans One of those, one of the American late night talk show hosts like Jimmy Kimmel or one of those people, um, used to do this thing where he would go out onto the street when the new iPhone had just come out and he'd show it to people and… 4 times in the scene
- ▶ 34:16 Toni Cowan-Brown So the Apple, so like iPhones to iCloud to Apple Fitness and Watches. 3 times in the scene
- ▶ 38:17 Benedict Evans In that, well, this is, I suppose, you know, in a very different context, this is, you know, Apple's retail, Apple stores don't sell iPhones. 5 times in the scene
Looking for AI strategies
- ▶ 0:55 Benedict Evans Or you can pick up the iPhone, and Android, and BlackBerry, and Windows Phone, and Siri, and Memo, and MyGo, and like, all the stuff that was happening, and kind of think, well, they're trying to do this, and this product's trying to do… 5 times in the scene
- ▶ 5:59 Benedict Evans It's not like looking at iPhone and Android and saying, well, they've got these fundamentally different approaches to what they're trying to do and how they're building the product, and you're going to, as a consumer, this is why you would…
Ai eats the world
- ▶ 6:23 Benedict Evans Is this the app store or the iPhone or three G like what, what is, what line of kind of layers and building blocks are we looking at here?
- ▶ 16:41 Benedict Evans Can I, you know, can I replace my 5000 dollar software development workstation with an iPhone?
From SAAS software to Formula 1
- ▶ 26:20 Toni Cowan-Brown You look at the tech that's developed and created again, think about that, you know, the cameras and the cameras, they took apart the iPhone and they were just like, how is this camera in this tiny device?
Google's Antitrust case
- ▶ 2:48 Benedict Evans Um, now, however, there's something else, which is what the court case was about, which is that, um, everybody uses Google because it's the default, that when you type something in Safari or Chrome or on your iPhone or your Android phone,
- ▶ 11:54 Benedict Evans One of them is, if you open your iPhone now, and you go to Safari, or indeed do search in the system search, and you type in, we were talking about this yesterday, type in Etten Center, or type in like some American sports person, like, I…
- ▶ 32:45 Benedict Evans 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.
The AI summer
- ▶ 13:34 Benedict Evans Now, there's a qualification in this, because if you were to compare this with, say, you know, the iPhone, you actually had to make a purchasing decision.
- ▶ 26:56 Benedict Evans Which is certainly why it works on the newest iPhones, because the models are actually running on the phone.
- ▶ 30:29 Benedict Evans And, which is also what Apple does with the iPhone, because the iPhone isn't a phone, it's a small Mac. 3 times in the scene
Apple's Vision Pro
- ▶ 2:07 Benedict Evans Meanwhile, all of the digital stuff is like the jump to the first Retina iPhone where suddenly there were no visible pixels, or the first Retina iPad where there's no visible pixels.
- ▶ 4:30 Benedict Evans It's like you've got another iPhone in your pocket.
- ▶ 15:56 Benedict Evans So you can record a spatial video on your iPhone and play it back.
- ▶ 27:24 Benedict Evans So then the question is, and so it's not like you're missing is, and in fact, you know, the iPhone didn't work for the first year.
- ▶ 27:55 Benedict Evans And the thing that occurred to me was, and I'm sort of speculating wildly and as an insufficient technical knowledge here, but I remember seeing someone from Apple comment that the original iPhone UI 2 times in the scene
AI and Everything Else
- ▶ 3:53 Toni Cowan-Brown That showed that of comparing the iPhone to AI to crypto, just like that, that was, I feel like you started with that, just like, this is a real excitement that's happening right now in, in the tech industry. 2 times in the scene
- ▶ 6:32 Benedict Evans And then in 10 or 15 years, there'll be another thing, which is, you know, that's what happened with the iPhone. 3 times in the scene
- ▶ 10:05 Benedict Evans Like it's the difference between now you've got an iPhone and now you've got an app store, so there can be many more apps versus now that just the iPhone can just do any of it. 2 times in the scene
- ▶ 30:59 Benedict Evans I don't, you know, there's, we're kind of at that very early stage where, you know, go back and think about what it was like holding an iPhone in 2008 with the App Store, and there was no Uber, there was no Instagram, there was no Tinder,…
Bundling/Unbundling AI
- ▶ 33:14 Benedict Evans You know, your iPhone has got a hundred different AI things going on inside it that you don't need to know about.
The magic customer
- ▶ 22:17 Leonard Brody If you were born after the iPhone was created, and you were born into that, so all you know is digital first, then that, clearly there's a demarcation line there where you behave quite differently. 2 times in the scene
- ▶ 30:29 Benedict Evans I just have an iPhone and iPods and an Apple and an Apple card and an Apple watch and an Apple screen.
Threads
- ▶ 31:46 Benedict Evans Clearly it's the problem with Meta and Twitter and anybody else with an app on the store, but it's also hurting Apple because Apple is telling people that there's no privacy on your iPhone and that any app on your phone can do whatever it…
Vision Pro, two weeks on
- ▶ 2:14 Benedict Evans And then the iPhone comes along and blows the doors off and kind of completely breaks the timeline in 2007. 3 times in the scene
- ▶ 4:27 Benedict Evans It's as though Apple had sold the iPhone in 2000. 4 times in the scene
- ▶ 17:06 Benedict Evans Um, plus the leverage from the iPhone and the iPad, plus the custom chip inside that comes from the custom chip team that, of course, Meta doesn't have, because how could they have that?
- ▶ 21:22 Benedict Evans You know, you share your games console and you don't share your iPhone.
- ▶ 27:12 Benedict Evans Um, and one of the things that occurred to me right on the other day was compare this to the iPhone because the iPhone is all of the shelf too. 2 times in the scene
- ▶ 32:59 Benedict Evans Like, yes, um, an awful lot of people looked to the iPhone and said, no, I'm going to buy the Nokia N-Nine Vive, because that's got this other thing that I like. 2 times in the scene
Apple Vision
- ▶ 0:20 Benedict Evans And, um, they spent, they spent an hour and a half watching, um, talking about new Apple features and iPhone features and watch and iPad stuff, which is all very nice if you've got an iPhone. 2 times in the scene
- ▶ 5:44 Benedict Evans There's a layer of abstraction here in the, um, I mean, the capital point of the iPhone, which you went to kind of direct manipulation. 2 times in the scene
- ▶ 9:14 Benedict Evans Um, on the other hand, I think it's now blinding the obvious that the iPhone 15 will have a three D video camera so that you can create content that will flow into this.
- ▶ 9:29 Benedict Evans So you put your iPhone on a little stand underneath the TV and use the iPhone camera and the TV screen to do FaceTime on that. 5 times in the scene
- ▶ 12:31 Benedict Evans I mean, yes, the iPhone was like six months in advance. 4 times in the scene
- ▶ 13:08 Benedict Evans The way you did, if not with the original iPhone, and certainly with like the iPhone three G, if not the iPhone four, yeah. 2 times in the scene
- ▶ 13:23 Benedict Evans It wasn't really until the four and the five that sales really took off.
- ▶ 21:32 Benedict Evans I mean, I remember, um, that after the iPhone was announced, it was in, like, they were in glass cases. 2 times in the scene
- ▶ 25:45 Benedict Evans And that was kind of the challenge looking at, you know, the iPhone, will you use this all day? 4 times in the scene
Working out AI questions
- ▶ 0:45 Benedict Evans This is the new iPhone moment, or maybe the web moment.
- ▶ 13:35 Benedict Evans When you, I mean, when you take a picture on your smartphone, whether it's iPhone or Android, there's a whole bunch of machine learning going on in the process of producing the image from the raw data that comes off the sensor.
Buzzfeed News, Reddit and OpenAI
- ▶ 21:02 Benedict Evans Like the step one is, this is the biggest thing since the iPhone.
Metaverse and crypto - beyond the BS
- ▶ 0:24 Benedict Evans This is the iPhone or the web to the mid cases.
- ▶ 8:31 Benedict Evans You know, you won't necessarily have like this kind of paradigm shift of the iPhone, you'll just slowly evolve to the point that you get to that iPhone product, um, that everyone will want to use. 4 times in the scene
AI, copyright and collective knowledge
- ▶ 0:50 Benedict Evans This is all happening so much more quickly than previous changes like the web or iPhones did.
GPT-4 is here, now what?
- ▶ 1:41 Benedict Evans And sort of category one is like, this is a new moment on a level with the web or the iPhone. 3 times in the scene
- ▶ 8:19 Benedict Evans And you can kind of compare that to the iPhone as well. 2 times in the scene
- ▶ 33:28 Benedict Evans This is one of those generational shifts along the lines of the iPhone or the internet or computers, depending on how excited you are. 2 times in the scene
Amazon's $40B advertising business
- ▶ 4:56 Benedict Evans The purpose of the app store is to sell iPhones. 2 times in the scene
ChatGPT versus Google
- ▶ 20:42 Benedict Evans Um, it's kind of like the way the iPhone is like the first smartphone, even though there were lots of other things before that have got touchscreens or got apps or got, but the iPhone is sort of the first or the kind of completely new kind…
- ▶ 23:00 Benedict Evans The iPhone launches. 2 times in the scene
Generative search
- ▶ 27:58 Benedict Evans That is going to be an iPhone app. 2 times in the scene
- ▶ 31:29 Benedict Evans How much of it is, like, this is a step change in the nature of technology, in the way that the iPhone was, or the way the cloud was, or machine learning is. 2 times in the scene
Why are chips interesting again?
- ▶ 9:54 Jay Goldberg And so the Apple A series chips make better iPhones and they're better iPhones in ways that consumers can understand. 2 times in the scene
No Soup for You! Regulating tech M&A
- ▶ 28:23 Benedict Evans So before the iPhone.
ChatGPT and the Imagenet Moment
- ▶ 19:55 Benedict Evans Like, I can take, I've got a great camera, I've got an iPhone, it takes beautiful pictures, I'm not a photographer, I actually paid somebody to take my profile photograph,
How many metaverses?
- ▶ 2:30 Benedict Evans And, um, it's the next platform, and we are sort of, on that view, we are sort of where mobile was in sort of 2002 or 2003, and this is why Facebook renamed themselves Meta, because Mark and a bunch of other people there think that this is…
- ▶ 23:50 Benedict Evans Because they all use IP and HTTP, and, you know, on the iPhone, they're already built on iOS, and they're all using Apple's frameworks, but like, what happens in the Amazon app doesn't, no one working at Amazon needs to care about how…
- ▶ 27:28 Toni Cowan-Brown What happens when everyone has an iPhone? 2 times in the scene
Wondering about generative AI
- ▶ 3:54 Benedict Evans You know, iPhone has 50 different bits of AI in it.
Figma, unbundling and $20bn of antitrust
- ▶ 0:09 Benedict Evans I had this horrible thinking feeling that I'd have to find something to say about the iPhone model. 2 times in the scene
TV after software
- ▶ 11:44 Benedict Evans And remember the Apple TV originally was announced like six months before the iPhone and it was called the ITV and then to rewrite the Apple TV because ITV actually exists in the UK.
The FTC's antitrust thesis
- ▶ 9:14 Benedict Evans Um, of course that gets you into trouble where you, you have the EU saying that, that, that Apple has a monopoly on app stores on the iPhone, um, which is well, yeah, but like what problem are we, that's just a descriptive statement.
- ▶ 12:56 Benedict Evans Microsoft, sorry, Apple has 80% of American teenagers on iPhones.
When the point of leverage changes
- ▶ 2:07 Benedict Evans I sort of stat of the moment is that when Apple launched the iPhone, I think the revenue was about twenty billion dollars.
- ▶ 3:18 Toni Cowan-Brown I think the title was something along the lines of will the billions of iPhones help Apple be the first tech company to fulfill that stream of being a bank. 2 times in the scene
- ▶ 9:45 Benedict Evans Um, would they create an iPhone only experience that was vastly better than anything you get from a US legacy bank?
- ▶ 25:19 Benedict Evans You may, if you're in tech, you know, they make the chips inside the iPhone or some of the chips in the iPhone. 2 times in the scene
What's next for advertising?
- ▶ 2:22 Benedict Evans Um, and meanwhile, um, Apple in the last sort of 18 months also clamped down on people doing a sort of an analogous kind of tracking within apps on the iPhone, um, with this sort of move from away from this thing called IDFA.
Three ways to say no
- ▶ 3:37 Benedict Evans Um, and so, you know, the kind of example in the kind of current conversations might be, um, you know, if Apple let, um, every app sign up alternative payment methods inside of their app on the iPhone. 3 times in the scene
- ▶ 10:29 Benedict Evans Um, if Apple, if you were to force any app that you horoscope app you install on your phone to have unrestricted file access, that would be a major, major problem and basically destroy the security model of the iPhone, which is
Metaverse - how to be wrong in the right way
- ▶ 2:38 Benedict Evans Yeah, it's like, this is the year of mobile, and then the iPhone comes along and, like, blows a hole through the ceiling.
- ▶ 5:43 Benedict Evans Which in AR is probably looks like your iPhone screen in VR might be like a three D room that you walk into or something. 2 times in the scene
- ▶ 11:38 Benedict Evans Once you're in that, it will not be the same thing any more than different apps on your iPhone are exactly the same thing and made by the same companies. 3 times in the scene
- ▶ 14:16 Benedict Evans Just as on an iPhone, you don't have read-write access to the file system as an app, and you don't need it.
- ▶ 16:46 Benedict Evans And yes, you can, you could sit and say, oh, well, the apps on the iPhone are different from the apps on Android, but that's not, that doesn't mean they're not interoperable in any kind of important sense. 2 times in the scene
Stories in the noise
- ▶ 9:18 Benedict Evans But it's sort of, you know, one of the things that's sort of weird in TV is I say this over and over again that Apple announced the Apple TV at the same event as the iPhone, and it never worked.
Netflix isn't a tech company
- ▶ 16:21 Benedict Evans I mean, the thing that, that I always remind people of is that Apple unveiled the Apple TV, the original Apple TV in the same event as the iPhone.
- ▶ 22:26 Benedict Evans Um, of course, if you're, of course, if you're, if you're, if you're Apple, the purpose of this is to sell more iPhones, ultimately, and if you're, you're Amazon, which having said tech isn't in this, of course, Amazon is.
The future of Twitter
- ▶ 5:38 Benedict Evans Twitter bought another one called Tweety so that they could have their own, their own iPhone client, because they didn't have one.
- ▶ 11:49 Benedict Evans But, you know, music, music was a big thing, but it's not until the iPhone that, you know, Apple actually has a thing that's really, and you don't, let's, it gets it back as a player in computing, as opposed to.
- ▶ 20:44 Benedict Evans And now the counter to this, of course, is people said this about iPhone versus Android, that, you know, Android crush iPhone. 2 times in the scene
Talking about crypto
- ▶ 16:45 Benedict Evans Um, and meanwhile, you know, here we are, 20, 25 years later, and a billion people have an iPhone, and the iPhone is full of open source software, and yet it's not open, and yet it's got millions of apps and billions of downloads, so in…
- ▶ 25:25 Benedict Evans It's more like, you know, the, the, the settings in the App Store on your iPhone. 3 times in the scene
page 1 of 2 · 100 scenes per page · newest episode first next →