iPhone
includes iPhone 16
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 22, 2024 by Brad Gerstner · said 25 times in 18 episodes since 2024 · across every show →
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brought up most by Brad Gerstner (14), Bill Gurley (6), Sunny Madra (1), Satya Nadella (1), Jensen Huang (1), Ali Ghodsi (1), Aaron Levie (1)
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2025 8 mentions in 6 episodes 1 per episode
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
2024 17 mentions in 12 episodes 1 per episode
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- 4 more episodes that year, every mention in 2024 →
Everything said about iPhone, oldest first
Feb 22, 2024 bullish
Gerstner: On-device AI models will unlock a huge Apple upgrade cycle
“To me, the big breakthrough on Apple is if they can run a five, ten billion dollar parameter model on the phone, on the edge, without consuming all of my battery, which, you know, there's a lot of talk that they're going to be able to do that. They can maintai…”