smartphone
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 25, 2024 by Blythe Masters · across every show →
Everything said about smartphone, oldest first
Mar 25, 2024 negative
Masters: Post-2008 regulatory focus caused banks to miss the smartphone revolution
“The bank and every bank necessarily had been very inwardly focused in the period from 2008, nine onwards. And it had to do with regulatory reform and the many scandals and big settlements that had to be worked through. And it was really a period of existential…”
Dec 22, 2025 neutral
Sacerdote: Apple's post-iPhone product categories failed to move the needle
“Apple had one that was just so big with the smartphone, The challenge for them was they did well with tablets and they did well with earbuds. They're doing well with the watch, but those weren't big enough to move the needle.”