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
Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- ▶ 13:51 M.G. Siegler You know, the new iPhones, those continue just the current model that's, that's been, you know, playing out over the past. 4 times in the scene
- ▶ 25:58 Alex Kantrowitz But a lot of people are probably out there thinking, hey, do I want to upgrade to this new iPhone, 17? 3 times in the scene
- ▶ 26:03 Alex Kantrowitz We also know that the iPhone Air is basically a massive flop there. 5 times in the scene
- ▶ 26:23 Alex Kantrowitz And I'm saying this somewhat, uh, uh, you know, from a position of self-interest, cause I have the 15 pro.
- ▶ 27:11 M.G. Siegler Um, I think, you know, Apple now has a sort of a track record of trying to launch these new sort of adjacent arms of the iPhone dating back to even the iPhone five C.
- ▶ 27:36 M.G. Siegler And then, um, you know, fast forward a bit, they obviously tried to reintroduce the iPhone mini, um, after a lot of people seem to be clamoring for that.
- ▶ 27:52 M.G. Siegler And you might say like the, the iPhone, um, plus line up,
- ▶ 29:57 M.G. Siegler So the 17 pro and the pro max version that I have, but even the pro pro regular, the smaller version is just, it's, you know, what it's the fastest one.
How Generative AI Could Change Shopping Forever — With Rubail Birwadker
- ▶ 19:01 Rubail Birwadker So if, say if you have a Chase Sapphire card that you're using for a specific, you know, agentic app on your iPhone.
OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- ▶ 20:39 Alex Kantrowitz Um, maybe the iPhone is, is right above that, but it's pretty close.
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- ▶ 0:31 Alex Kantrowitz We're going to be talking about the potential open AI IPO, looking at what happens if the AI bet fails, and then we'll both take a look at the iPhone, seven teens, impressive performance, ask what it means for the future of Apple.
- ▶ 24:16 M.G. Siegler Where it's like, you know, you know, the iPhone, you know, Apple, another, it's a four trillion dollar company based off the back of their device, the iPhone, uh, largely at the back of the, the iPhone, um, you know, is the most successful… 5 times in the scene
- ▶ 44:13 Alex Kantrowitz But actually, there's positive news in the Apple world, which is that the iPhone 17 is proving to be a hit. 4 times in the scene
- ▶ 44:20 Alex Kantrowitz It has, it led Apple to a strong quarter in the most recent quarter that they just, uh, spoke about last week, and there's expectations that it is gonna have a powerhouse quarter in Q four, double digit iPhone growth. 8 times in the scene
- ▶ 47:02 M.G. Siegler There's conflicting reports on whether that model has actually been successful, um, or whether it's not been, but it's sort of, um, 2 times in the scene
- ▶ 47:45 Alex Kantrowitz I mean, the 17 obviously, specs wise, much better than the 16 and the 15.
- ▶ 47:45 Alex Kantrowitz I mean, the 17 obviously, specs wise, much better than the 16 and the 15.
- ▶ 47:54 Alex Kantrowitz Currently, I have a 15 Pro.
- ▶ 49:55 Alex Kantrowitz In, if you take the fact that the 17 is doing really well, and Apple Intelligence is still nowhere, um, but it doesn't seem to matter.
- ▶ 52:39 M.G. Siegler I think most people look at the iPhone and be like, again, this is a, this is a great device for the things I actually want to do right now, which is take pictures and use ChatGPT and use, you know, whatever app I want and, and, uh, play…
Will AI Kill Software? — With Salesforce Co-Founder Parker Harris
- ▶ 2:00 Parker Harris Um, iPhone came out, uh, transformed like we're doing work from our phone.
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- ▶ 55:08 Alex Kantrowitz Technology categories, even though products like the iPhone 17 are clearly resonating with customers.
OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
- ▶ 38:09 M.G. Siegler Perhaps upset about the world that he helped usher in right with screens and, and everything else with the iPhone.
- ▶ 42:33 M.G. Siegler But it's still at the end of the day, people are looking for the next device because they think that this can be the next thing that becomes like the massive platform and the next iPhone. 2 times in the scene
- ▶ 46:08 M.G. Siegler Can't tap into the iPhone the same way that Apple itself can, um, with, you know, low level, um, Bluetooth and all these other things that they use for connections.
Sora 2 & AI’s Slop Era, Death Of The Creator Economy?, Apple’s SmartGlasses Roadmap
- ▶ 44:31 Alex Kantrowitz The first one, dubbed N-Fifty, will pair with an iPhone and lack its own display. 3 times in the scene
- ▶ 48:43 Alex Kantrowitz I think you need like to get the translate app and probably I'm on the 15 pro for my phone.
Revealed: OpenAI Tells Us ChatGPT's Major Use Cases
- ▶ 27:27 Ranjan Roy I think like with a lot of technology, when it really is in front of you day to day in front of not just early adopters, but you know, even the iPhone, I remember I stood in line for the first iPhone and I was made fun of it. 2 times in the scene
Are 95% of Businesses Really Getting No Return on AI Investment? — With Aaron Levie
- ▶ 32:11 Aaron Levie Some people, ah, but, but it wasn't really realistic until 2006 and 2007 when, when you had the iPhone. 2 times in the scene
Do We Care About The iPhone Air?, Nepal's Discord Revolution, San Francisco’s 996 Culture
- ▶ 0:00 Alex Kantrowitz The iPhone Air is here.
- ▶ 0:25 Alex Kantrowitz We're going to talk all about the new iPhone, less about the specs and more about what it actually means.
- ▶ 1:29 Alex Kantrowitz So I wrote about this a little bit in big technology today, basically saying that the Apple iPhone launch event was the marquee event on any tech reporters calendar, uh, every single year. 8 times in the scene
- ▶ 2:27 Alex Kantrowitz Uh, when it comes to the pro models, we'll get to the air in a moment. 3 times in the scene
- ▶ 2:31 Alex Kantrowitz Uh, but Mark Gurman from Bloomberg has a great piece talking a lot about how the iPhone, 17 pro, uh, fixes some of the core things that you're gonna want, uh, in a smartphone. 2 times in the scene
- ▶ 3:50 Alex Kantrowitz Uh, and kind of, as I'm reading this, makes me think I might want to upgrade from the 15. 2 times in the scene
- ▶ 5:58 Alex Kantrowitz The news was, it was supposed to be this, like it build was build as this awe inspiring moment where we were going to see the thinnest, uh, iPhone ever. 9 times in the scene
- ▶ 6:06 Alex Kantrowitz And we did with the iPhone air. 8 times in the scene
- ▶ 6:35 Alex Kantrowitz Um, but you are not getting the, uh, top of the line specs that we just wrote about with the pro. 3 times in the scene
- ▶ 8:14 Alex Kantrowitz Exactly, and there's one more thing about that image that I think we should, uh, talk about, where there's the iPhone Air, right, which we just have, uh, just released, and the iPhone six, it's side by side next to the six. 2 times in the scene
- ▶ 11:51 Alex Kantrowitz The air looks like the iPhone six, like,
- ▶ 11:51 Alex Kantrowitz The air looks like the iPhone six, like,
- ▶ 12:15 Alex Kantrowitz Does Samsung, for instance, by virtue of its partnership with perplexity now have potentially convert some iPhone users away from Apple or iPhone customers away from Apple because it has that generative AI, uh, offering? 4 times in the scene
Booz Allen CTO: AI in Government, Autonomous Driving, Quantum's Promise
Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest
- ▶ 2:27 Alex Kantrowitz And Spotlight, which it uses, uh, which is used to search from the iPhone home screen.
- ▶ 28:29 Alex Kantrowitz We're trucking along and, uh, we might be even further inside the iPhone in, in just a couple months. 2 times in the scene
- ▶ 31:04 Alex Kantrowitz Uh, I was gonna say two new iPhones. 5 times in the scene
- ▶ 31:22 Alex Kantrowitz Uh, at Bloomberg, uh, they're gonna be, um, new high-end versions, the iPhone 17 pro and the pro max, which will have new backs and give a fresh look, uh, to the camera areas, but there's this all new model, which is expected to be called…
Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
- ▶ 30:00 Ranjan Roy The last few model releases have felt like iPhone releases for me.
Condoleezza Rice: U.S. Tech at Risk Amid University Cuts, China Threat
- ▶ 18:56 Alex Kantrowitz Lasers, FM radio, barcodes, Google algorithm, the invention of the computer and the iPhone, cures for childhood leukemia, the pap smear, CRISPR, the electric toothbrush, Gatorade, the Heimlich maneuver, and Viagra.
OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie
- ▶ 32:01 Alex Kantrowitz So it just goes to show you all those decades of, uh, working to sell computers and iPhones.
- ▶ 37:31 Alex Kantrowitz So, uh, the story says Apple should consider replacing Tim cook, um, as the iPhone makers struggles with artificial intelligence, raise significant risks for the company.
Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
- ▶ 20:33 Ryan Petersen But, you know, even the Indian iPhones and whatever is still like most of the components are coming from it from China.
Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
- ▶ 9:43 M.G. Siegler Yeah, from my iPhone.
- ▶ 22:54 Alex Kantrowitz Biggest potential business opportunity of its lifetime to be like the de facto voice of AI on the iPhone, sort of surpassing that experience that we're both talking about, which had CPT, but they just can't do it.
Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- ▶ 21:25 Tom Lee So I, Palm Pilot would have been the first iteration of an iPhone, right?
- ▶ 44:16 Tom Lee I'm sure, you know, you, you know more than me, Alex, but, like, China's iPhone manufacturing advantage is they, they move huge populations of female workers to, to produce phones because they have the finger dexterity, but they can only,… 2 times in the scene
- ▶ 51:07 Tom Lee They weren't cutting edge and making the first mobile phone, but they, in 2007, after the bubble burst, introduced the iPhone, and so, maybe they'll wait for AI valuations to come down, or the, you know, the innovation curve to slow, and…
Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
- ▶ 44:43 Ranjan Roy Yes, it's a complex problem to do it across all of your data, across all of your apps on your iPhone.
What Apple's Failures Say About AI's Limitations — With M.G. Siegler
- ▶ 26:36 M.G. Siegler I would just give you one, one quick anecdote on that exact point, which is my own personal usage of, believe it or not, back in the day, uh, when, before the iPhone launched, I was super skeptical. 4 times in the scene
- ▶ 28:15 Alex Kantrowitz I was considering switching from the iPhone to an Android. 6 times in the scene
- ▶ 32:16 Alex Kantrowitz And so you also have flat iPhone sales. 5 times in the scene
Apple’s AI 'Gap Year' at WWDC?, Elon Vs. Trump Goes Nuclear, NYTimes’ OpenAI Attack
- ▶ 10:18 Alex Kantrowitz And, uh, they're, they might have to make an acquisition and I have a hot take on that, that I'm going to get to in a couple of minutes, but it doesn't seem like it's impossible, like you mentioned, and maybe there is a way for Apple to…
- ▶ 19:04 Alex Kantrowitz So these things that we're picking up on actually, like, yeah, everyone's using their iPhone, like the same way they always have. 5 times in the scene
Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
- ▶ 27:22 Alex Kantrowitz The iPhone, ChatGPT, driving in a driverless Waymo car, and watching Nolan play a video game and beat me in a video game using just his brain.
- ▶ 53:51 Anthony Scaramucci I want Apple explaining that you want to bring the iPhone back, great, it's going to cost 3500 dollars on iPhone.
OpenAI's Jony Ive Moment, Anthropic's Big New Model, Google In AI Mode
- ▶ 8:31 Ranjan Roy And then again, that contextual layer, the more understanding of your context that whatever interaction device you have, whether it's ChatGPT, whether it's a screen, whether it's your iPhone, whatever it is, and we're going to get into how… 2 times in the scene
Is ChatGPT The Last Website?, Grok’s System Prompt, Meta’s llama Fiasco
- ▶ 53:25 Alex Kantrowitz And, but he did get the exception for, um, for the iPhone in the tariffs, which now may or may not be rolling back, so.
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- ▶ 31:31 Alex Kantrowitz iPhones are banned within Chinese government offices. 4 times in the scene
- ▶ 33:02 Ranjan Roy So, I mean, to their credit, it look, it looks like, and the release of the iPhone XVIe was also cited as one of those factors, um, and kind of like the lower cost, uh, but still AI, Apple intelligence enabled phone.
- ▶ 41:35 Alex Kantrowitz And I think it's just because people love iPhones so much that like, this is not going to resonate with the individual, uh, user.
Why China's AI Strategy Just Might Work — With Grace Shao
- ▶ 29:39 Grace Shao And now obviously everyone has iPhones and Androids and whatnot.
Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
- ▶ 13:52 Alex Kantrowitz So, in India, where Apple, this is from Mark Gurman at Bloomberg, where Apple is increasingly building iPhones and AirPods, there's a 26% tariff. 2 times in the scene
Microsoft AI CEO Mustafa Suleyman: Building AI Personality
- ▶ 13:50 Alex Kantrowitz Not just, I love my iPhone.
OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
- ▶ 50:18 Ranjan Roy Into every part of the iPhone and product and accidentally I call Siri even on my MacBook right now.
OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- ▶ 55:25 Alex Kantrowitz It became a point of national pride to not have an iPhone and to have a Huawei phone Huawei mate.
Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- ▶ 5:24 Alex Kantrowitz They sent Apple stock up significantly on the belief that there would be a super cycle based on the iPhone.
- ▶ 10:42 Reed Albergotti And I mean, look at, look at Amazon with, with AWS, they all have these multiple lines of, of business, Google, you know, they're, they're moved, they're leading quantum computing and Apple just, it's just an iPhone company. 4 times in the scene
- ▶ 16:51 Alex Kantrowitz Uh, they still expected big upgrades in the iPhone, and the iPhone, and because of that, the stock price has held very strong. 4 times in the scene
- ▶ 29:09 Reed Albergotti It's like the new iPhone is about to come out.
How Amazon Rebuilt Alexa From The Ground Up
- ▶ 30:56 Alex Kantrowitz like if people are like on, uh, an Android and they're summoning a Google assistant, uh, whatever the name is that week, or they're on, uh, an iPhone 2 times in the scene
Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- ▶ 3:52 Saagar Enjeti Tim cook very masterfully kept Apple iPhones out of the China tariffs.
- ▶ 44:45 Saagar Enjeti iPhone, whatever, what iteration are we on? 4 times in the scene
- ▶ 46:17 Alex Kantrowitz I have the 15, but I don't really use the action button at all.
- ▶ 48:26 Alex Kantrowitz Yeah, when this airs, it'll probably be live, but everybody thinks it's the SE, the iPhone SE. 2 times in the scene
Reid Hoffman: Why The AI Investment Will Pay Off
- ▶ 23:25 Alex Kantrowitz I think the Huawei Mate 70, uh, is a real advance, and maybe on par with the iPhone in some ways, or maybe U.S. smartphones in some ways. 2 times in the scene
The Future of AI and Entrepreneurship, According Two Leading Innovators
- ▶ 1:40 Norman Winarski First of all, you're usually just near each other or near your iPhone or other Android phone.
- ▶ 18:54 Norman Winarski Application business, but I don't think we'll see it the same way as we do today with, with your iPhone or Android phone.
OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- ▶ 11:59 Alex Kantrowitz Uh, to be the default search tool when you're using search on the iPhone. 2 times in the scene
- ▶ 32:02 Ranjan Roy Separate conversation, but, uh, force Apple to spin off Siri and no one's going to want to buy it and then make the ability to be the voice activation part of the iPhone. 2 times in the scene
Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
- ▶ 50:31 Alex Kantrowitz And then the iPhone came out.
Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- ▶ 49:03 Ranjan Roy I actually moved it to my homepage on my iPhone and moved X off of it.
- ▶ 52:25 Ranjan Roy I'm still upgrading my Macs and AirPods and iPhones and all that, but it's just, it's, I mean, and again, at their scale, they need to find that next big winner.
Spotify Co-President Gustav Söderström on their future with Generative AI
- ▶ 45:16 Gustav Söderström And, and actually at the beginning of the iPhone era, there was a lot of organic distribution.
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- ▶ 1:57 Dan Ives There's three hundred million iPhones that haven't upgraded in four years. 6 times in the scene
- ▶ 6:59 Stephanie Link Number two, as Dan mentioned, you've got three hundred million people around this world that haven't upgraded an iPhone in four years. 4 times in the scene
- ▶ 11:28 Dan Ives I'm actually, I mean, I'm, I'm on an iPhone.
- ▶ 16:27 Alex Kantrowitz So the numbers came in and they looked quite good for the first three weeks of the iPhone, the iPhone, according to counterpoint research, 8 times in the scene
- ▶ 16:36 Alex Kantrowitz Is selling 20% more than the last cycle of the last, uh, iPhone, iPhone 15.
Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- ▶ 1:05:06 Josh Brown Over the next couple of years, so they can buy in a ton of stock, and, uh, they are churning out plenty of profits as a result of the services business staying strong, and they can have a flop here, a flop there, an underwhelming iPhone,… 2 times in the scene
Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- ▶ 0:54 Alex Kantrowitz Apple intelligence and the iPhone, or kind of like a distant memory at this point because of what we've seen over the past couple of days.