iPhone, every mention
20 scenes, the whole family · ← back to iPhone
tap a year for its mentions
every year anyone Brad Gerstner 14Bill Gurley 6Sunny Madra 1Satya Nadella 1Jensen Huang 1Ali Ghodsi 1Aaron Levie 1
Verbatim, from the transcripts: the passages where iPhone comes up
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 24:51 Ali Ghodsi That's not the case with your, you know, your iPhone versus Android, or your Windows versus your Mac, or your anything versus anything.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 11:17 Brad Gerstner I think there's this general view that China's good at building things, building iPhones, but perhaps not at innovating, right?
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 33:47 Brad Gerstner It reminds me of when every CEO said, Hey, get me an iPhone, you know, in the enterprise. 2 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 54:51 Brad Gerstner I think this is one of the few companies in the world that paints a, you know, can you imagine if, if Apple took the stage today and told us what was going to be in the next four iPhones, right?
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:27 Brad Gerstner Grok three rocketed to the top of all app downloads, uh, you know, on the, on the iPhone charts.
- ▶ 32:43 Brad Gerstner My ChatGPT app on the front page of my Apple phone, right?
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:04:30 Bill Gurley Um, it requires insanely great execution to get it all right, but I find myself, you know, that if a whole bunch of people said, man, I want this so bad that I'm going to switch from my iPhone and get onto Android, that would be a real…
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 4:03 Satya Nadella Obviously, the iPhone happened, ah, and we got the cloud right.
- ▶ 28:27 Bill Gurley Ecosystem, but you have apps on like the iPhone ecosystem or the Android ecosystem.
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:45 Brad Gerstner Exactly how I was feeling in 2008, you see the iPhone, you know, you've got Nokia, you've got Motorola, you've got Blackberry, you've got, you know, all this stuff, and you're like, somebody's winning and somebody's losing.
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:12 Sunny Madra And I do think that's a point where they're the moat is not as strong as a longer term, as you say, and think about like, you know, the way the analogy that I would go with is like, think about the number of iPhone iOS, like developers…
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 18:43 Jensen Huang And so, so I think this, this idea of architecture compatibility was important for large, and it's no different for iPhones and no different for anything else.
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 57:20 Brad Gerstner So, you know, it said that Google used unfair tactics, unfair tactics to maintain itself as the default search engine on the iPhone over the last decade. 4 times in the scene
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 29:24 Bill Gurley Um, one of the first to do it was Google with Android, and it's really hard for people to put themselves in the mindset when that iPhone shipped and when
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 35:31 Brad Gerstner They're going to say, you can only get it on 15 plus or 16.
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:53 Brad Gerstner And I think what you're saying is if Apple were to allow ChatGPT to embed, you know, in any way within the iPhone, it's a little bit like AOL, who was the king at the time, allowing Google to embed, you know, uh, you know, and, and pull…
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:08:13 Brad Gerstner And I think we just had this conversation about Apple putting Gemini AI on the Apple phone.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 13:21 Bill Gurley And Tony Fidel, who ended up building the iPod and ran engineering for the iPhone, talks about how the pieces just weren't there.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 49:56 Bill Gurley So for me, you know, Apple, you, you could argue they have the best asset in the world in this phone, and it, and if you look at the user base of this compared to the Android user base, 2 times in the scene
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 3:17 Aaron Levie Pivoted to the enterprise and then just got super lucky, which was there was this hyper wave of cloud with AWS, um, iPhone and then iPad.