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iPhone

6 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Jul 8, 2025 by Caryn Seidman Becker · said 46 times in 20 episodes since 2024 · across every show →

Mentions by year

brought up most by Dan Wang (9), Patrick O'Shaughnessy (5), Ben Thompson (5), Brian Chesky (4), Gavin Uberti (3), David George (3), Caryn Seidman Becker (3), Neil Mehta (2)

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0510202420252026episodes it came up in
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2026 20 mentions in 10 episodes 2 per episode
2025 25 mentions in 9 episodes 3 per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about iPhone, oldest first

Jul 8, 2025 bullish
Opinion
Clear CEO: Very little stands in the way of universal facial recognition
“I don't think a lot. I don't think there's a lot. I mean look at your iPhone or your Google phone, Samsung, right? First touch ID started, I think in. Or something of that nature. And then face ID. So, I don't think there's a lot in between that. I think it ma…”
Caryn Seidman Becker Jul 8, 2025 ▶ 58:36 Clear's Turnaround from Bankruptcy to IPO with CEO Caryn Seidman Becker · Invest Like The Best
May 5, 2026 neutral
Opinion
Chesky: Apple Has Largely Not Had to Invent New Products Since Jobs
“I think Apple is very similar. They've had not had to invent new products for the most part. They're still running the iPhone.”
Brian Chesky May 5, 2026 ▶ 53:40 How Brian Chesky Is Redesigning Airbnb for the AI Era · Invest Like The Best
Jun 9, 2026 neutral
Insight
Sacerdote: Application layer typically emerges three to four years after platform infrastructure
“We think the application layer, well, A, it always comes later. So, you know, the first three or four years of the iPhone, and then the applications really took time. So maybe it's just starting.”
Alex Sacerdote Jun 9, 2026 ▶ 1:03:27 Why the AI Boom Is Just Getting Started · Invest Like The Best
Aug 18, 2026 positive
Assertion Supported
Thompson: Apple has never issued an iPhone recall
“Apple's never had an iPhone recall.”
Ben Thompson Aug 18, 2026 ▶ 54:12 What Happens When the AI Boom Runs Out of Money · Invest Like The Best
Aug 18, 2026 neutral
Insight
Thompson: Apple excels at deterministic hardware, not probabilistic AI
“AI is this probabilistic endeavor. Apple is the king of deterministic products. Like, a physical product, you ship that iPhone, you ship it once, and it's gotta be good.”
Ben Thompson Aug 18, 2026 ▶ 53:57 What Happens When the AI Boom Runs Out of Money · Invest Like The Best
Aug 25, 2026 bearish
Prediction Open · timeframe Aug 2029
Memory Shortages Will Force Apple to Cut iPhone Memory and Raise Prices
“I think they're gonna make everything else more expensive. I think that iPhones will cut their memory, iPhones are gonna go up in price, and we're just gonna deal with it.”
Neil Movva Aug 25, 2026 ▶ 1:20:19 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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