iPhone, every mention
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every year anyone Alex Kantrowitz 343M.G. Siegler 87Ranjan Roy 28Reed Albergotti 10Joanna Stern 8Andrew Ross Sorkin 8Dan Ives 7Saagar Enjeti 5Tom Lee 4Stephanie Link 4
Verbatim, from the transcripts: the passages where iPhone comes up
Is The Future Customer Experience AI Talking To AI? — With Tony Bates
- ▶ 17:35 Tony Bates I mean, if we go back to sort of the, the game changer of the iPhone, right, was once we went to a touch interface, we haven't seen a new interface in a long time.
Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- ▶ 1:12 Alex Kantrowitz Every September, Apple talks about iPhones, and this event has sort of taken a secondary, uh, position compared to WWDC, which is where, if we're being honest, all the action has happened. 5 times in the scene
- ▶ 2:18 Alex Kantrowitz It's the centerpiece of this year's product rollout, and it's going to be a foldable smartphone that many people inside Apple refer to as the iPhone Ultra.
- ▶ 3:08 M.G. Siegler It's basically since iPhone X, roughly, you know, it's been roughly the same story, uh, for in terms of the flagship iPhone.
- ▶ 5:17 Alex Kantrowitz And I think when you look at what Apple is doing, remember, um, you know, up until the 17, the iPhone sales were effectively stagnating, right? 3 times in the scene
- ▶ 5:17 Alex Kantrowitz And I think when you look at what Apple is doing, remember, um, you know, up until the 17, the iPhone sales were effectively stagnating, right? 2 times in the scene
- ▶ 9:46 M.G. Siegler It's my, you know, Android test device, my backup to my iPhone, but it's also, um, just to be able to test out the flip. 5 times in the scene
- ▶ 10:43 M.G. Siegler The current, I have a pro max, so it's obviously the massive one and it's, and it's very tall.
- ▶ 12:06 M.G. Siegler Um, that are unique to this iPhone ultra, if they call it that.
- ▶ 13:28 Alex Kantrowitz Is there, I mean, with the iPhone, obviously it's both, but do you think there's going to be a, you know, a lead use case for this? 4 times in the scene
- ▶ 15:18 M.G. Siegler And imagine like, obviously there's a lot of people who have both an iPhone and an iPad or, or an Android device in some tablet, um, be it an iPad or whatnot. 3 times in the scene
- ▶ 19:04 Alex Kantrowitz And, um, you know, the first thing I pointed out was like his job number one is just to sell iPhones and it sounds simplistic, but 3 times in the scene
- ▶ 28:10 Alex Kantrowitz Um, there's the iPhone 18 and Pro Max. 2 times in the scene
- ▶ 28:15 Alex Kantrowitz The pro-level iPhones will look roughly the same as prior models other than a light blue and dark red color options. 2 times in the scene
- ▶ 28:39 Alex Kantrowitz I guess I'm curious, do you think the foldable phone is going to take all of the, because the 17 did so well, I'm curious if the foldable phone will just kind of take all the attention away from the 18.
- ▶ 30:59 M.G. Siegler I'm gonna get the full, I'm gonna get the ultra, um, you know, I, I will miss the color. 6 times in the scene
- ▶ 31:46 Alex Kantrowitz I'm going to stick with the 17 for one more year, I think, and make a determination. 3 times in the scene
- ▶ 32:14 Alex Kantrowitz So I had the 15, uh, skipped 16, went 17, and I was even thinking of waiting until 18, but I'm so happy that I upgraded to the 17.
- ▶ 32:14 Alex Kantrowitz So I had the 15, uh, skipped 16, went 17, and I was even thinking of waiting until 18, but I'm so happy that I upgraded to the 17.
- ▶ 32:14 Alex Kantrowitz So I had the 15, uh, skipped 16, went 17, and I was even thinking of waiting until 18, but I'm so happy that I upgraded to the 17.
- ▶ 33:39 Alex Kantrowitz After finally deciding around 20 22 that it would enter the touch screen laptop space, Apple is preparing the biggest overhaul to the MacBook Pro in half a decade and a redesigned model that sports a multi-touch screen OLED technology and…
- ▶ 37:03 M.G. Siegler It feels like it's set up nicely to have, you know, this new, this iPhone event, you've got the foldable, you've got the new pro models, um, and then maybe one or one other thing there, but then you've got potentially a home event, right?
- ▶ 40:44 M.G. Siegler And so he's the guy who got a lot of credit for the MacBook Neo, and he's going to get, I think the rightful, a lot of credit for all of these new, you know, the touchscreen MacBook, as we talked about the, the foldable iPhone, he's been… 2 times in the scene
- ▶ 58:29 M.G. Siegler There's going to be some breaking new, like the iPhone ultra will be left in a bar or something and someone will have it all of a sudden
Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
- ▶ 30:49 Paul Kedrosky It still feels to me like we're in the, I don't know, iPhone version four era, where people get all excited about a new release, and then everyone whines because they say, well, this didn't change the world, and it's not, you know, AGI. 2 times in the scene
Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- ▶ 8:47 Alex Kantrowitz Apple shares fell after a disappointing forecast showed that the iPhone maker was struggling to secure enough components as the AI-driven data center boom strains global supply chains. 6 times in the scene
- ▶ 16:19 M.G. Siegler It looks like right with the, uh, iPhone ultra slash fold, whatever it's going to be called.
- ▶ 16:30 M.G. Siegler Um, and again, they've been doing that over time, starting with iPhone X model back in the day, and then, you know, up and up and up and these bigger models.
- ▶ 17:38 Alex Kantrowitz So last week with Reid Albergati, I said if you want to get a new iPhone, the 17 is probably the best one to get because the 18 is going to be much more expensive. 11 times in the scene
- ▶ 28:05 Alex Kantrowitz Maybe instead of, you know, you buying the iPhone at a higher price tag, you just subscribe to it monthly. 10 times in the scene
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 44:45 unnamed speaker Apple assembles the iPhone, somebody makes this chip, somebody makes the camera, somebody makes this, somebody makes that, and I just make sure the product is amazing,
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- ▶ 58:13 Reed Albergotti Well, you know, PSA, like, you can just buy a super cheap phone instead of an expensive iPhone, download ChatGPT, you know, and talk to your, talk to your Codex agent and have it recreate all of your iPhone apps and, you know, just have it… 5 times in the scene
- ▶ 58:44 Alex Kantrowitz Cause it's not based on anything, but folks, if you, if you're thinking about upgrading to a new iPhone, this might be the window to do it where the 17, which is a great phone.
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 17:40 Alex Kantrowitz Uh, you know, AI might not be like the next, I don't know, iPhone, or the next internet, uh, but it will be this sort of helpful, um, new mode of computing, and we will, actually this might make sense, and we will just keep investing in it…
OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown
- ▶ 17:05 Alex Kantrowitz So you have your AGI, and it's in, ah, Codex, and it's, or the new ChatGPT app, and it's in Anthropix app, and Meta's figured it out some way, and Apple has it in the iPhone for whatever reason.
Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- ▶ 30:35 M.G. Siegler So when I was watching those, those demos during WWDC, it was like, ah, I see what they're going to do now because it's basically, they obviously leverage the iPhone in terms of it being pre-installed. 9 times in the scene
OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents
- ▶ 13:07 Alex Kantrowitz On the iPhone.
Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
- ▶ 47:32 Alex Kantrowitz I mean, recently we've seen some growth with iPhone. 4 times in the scene
Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- ▶ 1:28:05 Alex Kantrowitz Almost, almost 20 years since the launch of the iPhone, people are ready to think about computing differently, Spiegel said in an interview with CNBC. 5 times in the scene
- ▶ 3:15:21 Alex Kantrowitz On the iPhone.
Are AI Glasses Over? + Big Technology AI Summit Audience Questions
- ▶ 1:17 Alex Kantrowitz Almost, uh, almost 20 years since the launch of the iPhone, people are ready to think about computing differently. 3 times in the scene
- ▶ 9:50 unnamed speaker Um, I was curious your views on in the next like five years as air glasses evolve, whether like the chunky spectacles is the way to go or thinner glasses with like upward compute, like either wireless to your iPhone or like the vision pro… 3 times in the scene
Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
- ▶ 3:03 Alex Kantrowitz The company is surging right now on the back of iPhone's 17 sales. 5 times in the scene
- ▶ 3:03 Alex Kantrowitz The company is surging right now on the back of iPhone's 17 sales. 3 times in the scene
- ▶ 3:45 Ranjan Roy No, I think Apple still is an iPhone selling machine, even though myself and plenty of others have, uh, questioned whether this is actually a sustainable business model, and I have not upgraded since the 15, even though I, I bought every…
- ▶ 19:41 Alex Kantrowitz And at a certain point, if they see that, oh, we have a chance to, like, decimate the iPhone, I don't think they're gonna be making all these deals. 4 times in the scene
- ▶ 48:09 Ranjan Roy With the iPhone has an opportunity.
Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- ▶ 0:05 Alex Kantrowitz The iPhone fold is on its way.
- ▶ 43:02 Alex Kantrowitz Uh, let's take a break and come back and talk about the iPhone fold and what's going on at meta right after this. 6 times in the scene
- ▶ 45:09 M.G. Siegler So I have a pixel fold, which is, yeah, just when it's folded together, it looks like sort of the regular size of a regular, you know, smartphone that you would normally see, like the iPhone looks right now, this new fold by all the mocks… 5 times in the scene
Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
- ▶ 48:29 Alex Kantrowitz I know you use cloud code on your iPhone a lot, right?
Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- ▶ 20:47 Alex Kantrowitz Like these other companies, Apple will still sell iPhones. 2 times in the scene
- ▶ 28:22 Alex Kantrowitz That could include sending the iPhone maker a notice, allegedly breach of contract.
The Allure of AI Love + Does Anyone Want AI Wearables? — With Joanna Stern
- ▶ 4:47 Joanna Stern But I think, you know, the visual intelligence on the iPhone right now, you hit the camera button, you hit the visual intelligence, or you ask the ask button, and you can ask about whatever you're seeing in front of you, which is hugely… 5 times in the scene
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- ▶ 16:53 M.G. Siegler Apple ends up a quote unquote winner of the AI movement simply because of the iPhone, because it's the best device out there to run models potentially and to run these applications. 7 times in the scene
- ▶ 31:13 M.G. Siegler And I mean, that sort of speaks directly to what, you know, the iPhone point earlier.
OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- ▶ 47:53 Alex Kantrowitz They, they, let me just say they, they had, uh, iPhone sales grow 21.7%. 2 times in the scene
Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan
- ▶ 4:03 Mark Cuban You know, when it's linear, like back in the PC days, or even your, the first iPhones. 3 times in the scene
- ▶ 5:56 Alex Kantrowitz I mean, with the iPhone, you're right, it plateaued. 3 times in the scene
- ▶ 34:56 Mark Cuban I think, you know, Apple's got it right in some respect in that everybody with an iPhone, it's going to be plug and play to plug in whichever model you want, and they'll have the ability at some point just to swap those out for their own…
Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
- ▶ 4:35 Alex Kantrowitz And I think people might have heard from my, uh, you know, my, my first comments about turn is that I had some reservations about him just because he comes from the hardware side of things and we're moving to more of a software world and… 4 times in the scene
- ▶ 4:54 Alex Kantrowitz Um, but the phone that I, that I have now, the latest generation doesn't look very much different than the 16 or the 15.
- ▶ 4:54 Alex Kantrowitz Um, but the phone that I, that I have now, the latest generation doesn't look very much different than the 16 or the 15.
- ▶ 5:01 Alex Kantrowitz The 17 that is.
- ▶ 53:13 Ranjan Roy You just get an iPhone notification.
Tim Cook Steps Down. And Who is John Ternus? — With Joanna Stern
- ▶ 5:39 Alex Kantrowitz That by doing that, by making the iPhone thinner and last a little longer, they've missed, like, what the next trend will be. 4 times in the scene
- ▶ 8:07 Joanna Stern Um, you know, whether it's the Neo or an iPhone, he's, he's very invested in, in the details around the products, but also I think
- ▶ 10:27 Joanna Stern Everyone's talking about this iPhone fold that's going to come out in September, right?
- ▶ 13:12 Joanna Stern One, building around the iPhone.
More OpenAI C-Suite Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
- ▶ 39:12 Alex Kantrowitz Uh, where, where Gurman said that Apple is testing a dedicated Siri app for the iPhone.
- ▶ 59:53 M.G. Siegler I mean, they're, they're certainly successful right now, but it's super small compared to a lot of, certainly compared to the iPhone and it still relies upon the iPhone. 2 times in the scene
OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- ▶ 22:33 Liz Hoffman Like, I got my first job in 2000, and I think I had my first job before I had my first iPhone, if that helps you.
Are We Screwed If AI Works? — With Andrew Ross Sorkin
- ▶ 28:48 Andrew Ross Sorkin And here I am holding my iPhone, and I love my iPhone more than anything. 3 times in the scene
AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
- ▶ 12:20 Ranjan Roy Baffles me is every time you take a photo with an iPhone, it is running through a pretty heavy AI process.
AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- ▶ 21:19 Alex Kantrowitz Someone ran Quinn 3.5 on an iPhone yesterday.
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- ▶ 0:03 Alex Kantrowitz Apple's preparing three AI devices, but the iPhone might be the killer feature and Netflix will have to go forward without Warner Brothers discovery.
- ▶ 38:57 M.G. Siegler And I think that what you're seeing with these three devices that are being talked about that you put out there, 7 times in the scene
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- ▶ 44:05 Alex Kantrowitz Uh, eight estimated iPhone revenue was 85.27 billion, uh, beating the estimate by six billion. 4 times in the scene
- ▶ 47:09 M.G. Siegler Now, I do think you're right, like, and we've talked about this previously, like, I do think this will be a good year overall for Apple, because I think, in no small part, because, like, we've talked about before, the iPhone Fold and some…
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 34:25 Alex Kantrowitz Um, the iPhone revenue grew 23% to 85, 85.3 billion compared with the prior year. 10 times in the scene
- ▶ 35:10 Stephen Morris I mean, I'm sure we've, you know, you've spoken about this on the podcast multiple times before, but what we have seen is the iPhone 17 was blockbuster product.
- ▶ 35:35 Stephen Morris Um, conspiracy theorists say that the, the new OS update liquid glass performs so badly on the 14 backwards.
OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
- ▶ 38:42 Ranjan Roy Um, I don't know, like I, I dictate all day long, um, on my AirPods with my iPhone, but I think the camera side, what exactly it's gonna try to be doing,
Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
- ▶ 11:31 Cristiano Amon When the first time the smartphone arrived, like when you, like when you saw the iPhone, you saw the Android, maybe, I don't know, I may get this number wrong, but maybe like there was 10 apps, and you say, okay, those are the 10 new apps.
Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential
- ▶ 22:17 Alex Kantrowitz I just want to talk quickly about what Siri and the iPhone is going to look like. 3 times in the scene
AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- ▶ 5:24 Alex Kantrowitz I mean, with Steve Jobs, like, it's very clear the iPhone, it does some things that, like, you know, people can immediately grasp. 3 times in the scene
- ▶ 23:20 M.G. Siegler They're successful in their own right, but I do not think that they're going to be the ones who are able to sell this the way that Steve jobs could sell an iPhone to the public.
- ▶ 44:06 M.G. Siegler Like you were, I, I like the, I have a pixel fold as my sort of Android backup device that I test things on and I do, um, generally like it a lot, but I, I think that I like it in that it, it shows me the way forward of how the, the… 5 times in the scene
AI & Tech 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom
- ▶ 3:26 Ranjan Roy I'm gonna buy a foldable phone, but I actually think they're gonna have a real moment, and the reason I think that's exciting is the phone form factor has not evolved since the, basically, the original iPhone.
- ▶ 4:47 Alex Kantrowitz They just haven't done a good job with AI, but they have something the iPhone 17, which I just went out and picked up. 6 times in the scene
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 24:10 Alex Kantrowitz He's going out on top that he's going to, uh, give the world his last little gift, which is the folding iPhone, which will be the flagship iPhone. 3 times in the scene
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- ▶ 2:44 Jim Cramer I'm using the iPhone, but I still think that it's a long way off as,
- ▶ 4:12 Jim Cramer Uh, I think the glasses are a really, really good rival to the iPhone, um, but the people are used to one thing in their hands, and they're not appalled.
- ▶ 29:24 Jim Cramer Now, do you feel that when you're translating, is it better to use your iPhone or your glasses?
AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
- ▶ 10:08 Alex Kantrowitz I've had to turn off, I picked up the 17 Pro this week after speaking with MG Siegler on Monday.
- ▶ 15:05 Alex Kantrowitz That could potentially be like the way that AirPods sync so well with the iPhone.
- ▶ 28:05 Ranjan Roy And it, I actually think glasses aside, just what Siri is supposed to do on the iPhone, like every Android device out there having Gemini as your voice interaction layer is, is a huge advantage.
Zendesk's Adrian McDermott: AI's Customer Service Potential, Adoption Cycle, Scale vs. Orchestration
- ▶ 13:50 Adrian McDermott Kind of comes along and it's sort of like iPhone 16 to 17.
Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- ▶ 2:09 Alex Kantrowitz The iPhone 17 is flying off the shelves.
- ▶ 2:52 M.G. Siegler Um, certainly since probably the iPhone, um, you know, you could argue that, that Apple's not positioned well right now, but the flip side, as you're alluding to here is starting to take hold, right?
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