iPhone

includes iPhone Air

11 statements across 9 episodes · 3 bullish · 2 bearish · 9 people on the record · first statement Nov 13, 2015 by Chris Dixon · said 98 times in 51 episodes since 2015 · across every show →

Mentions by year, the whole family

brought up most by Shane Parrish (13), Benedict Evans (9), Daniel Gross (8), Ben Thompson (5), Ravi Gupta (4), Nir Eyal (4), Mark Pincus (4), Josh Wolfe (3)

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048201520162017201820192020202120222023202420252026episodes it came up in
001.5438201520162017201820192020202120222023202420252026episodesmentions per episode
2026 13 mentions in 5 episodes 3 per episode
2025 15 mentions in 5 episodes 3 per episode
2024 5 mentions in 5 episodes 1 per episode
2023 6 mentions in 4 episodes 2 per episode
2022 5 mentions in 5 episodes 1 per episode
2021 7 mentions in 5 episodes 1 per episode
2020 10 mentions in 7 episodes 1 per episode
2019 17 mentions in 6 episodes 3 per episode
2018 11 mentions in 4 episodes 3 per episode
2017 2 mentions in 2 episodes 1 per episode
2016 4 mentions in 2 episodes 2 per episode
2015 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about iPhone, oldest first

Nov 13, 2015 bullish
Prediction Not checkable as stated
Dixon: Virtual reality will be the next computing wave after mobile
“I think it will be, like, when we look back on the history of computing, it will be, the key milestones will be, I mean, I'm, this is, I'm at the extreme end of excitement here, but there'll be, you know, the PC, the Macintosh, or something like this, then the…”
Chris Dixon Nov 13, 2015 ▶ 35:45 #5 Chris Dixon: The State of Venture Capital
Apr 16, 2019 positive
Insight
Gross: Breakthrough products come from intuition, not metric optimization
“Doing one thing Apple was, is legendary at, which is saying, let's, let's take a break from the current metrics. And let's just try to envision some type of blue sky idea. Let's not even collect data about how it's going to be. Let's use our intuition and tast…”
Daniel Gross Apr 16, 2019 ▶ 22:55 #56 Daniel Gross: Catalyzing Success
Apr 16, 2019 neutral
Prediction Not checkable as stated
Gross: Google will always beat Apple in services, but lose in hardware
“And I think this will always be the case. They will try to always fix this, but it will always be the case that Google will be amazing at services because ads requires a service business model, and Apple will be amazing at kind of user experience and hardware.…”
Daniel Gross Apr 16, 2019 ▶ 26:36 #56 Daniel Gross: Catalyzing Success
Mar 3, 2020
What-if
Maples: Cheap drones would not exist without iPhone and Android scale
“So you wouldn't have drones as cheap as they are if it wasn't for the iPhone and for Android. Because now you have cameras and sensors and chips that never would have been built just for drones, but now are mass producing to be harnessed by drones and by other…”
Mike Maples Jr. Mar 3, 2020 ▶ 43:04 #77 Mike Maples: Living in the Future
Sep 29, 2020 negative
Opinion
Holland: Bypassing Apple's core mitigations allows attackers to compromise any device globally
“All you need to do is get around these set of mitigations, and you now can own any Apple device in the world.”
Matthew Holland Sep 29, 2020 ▶ 40:55 #93 Matt Holland: Zero Day
Jan 9, 2024
Assertion Supported
Eastman: Video recording observer effect disappears within ten minutes
“The truth is, people, like, will talk about the observer effect with video and all that, it goes away in, like, 10 minutes. Like, if you have, like, a small iPhone, you forget about it, and you're actually seeing patterns of behavior”
Blake Eastman Jan 9, 2024 ▶ 23:07 Blake Eastman: Learn to Read Anyone
Sep 3, 2024 neutral
Assertion Partly supported
Dicks: Steve Jobs opened the 2007 iPhone keynote citing a 2.5-year wait
“When Jobs introduces the iPhone in 2007, his first sentence on stage is, I've been waiting two and a half years to share this with you today.”
Matthew Dicks Sep 3, 2024 ▶ 24:04 Matthew Dicks: The Storytelling Expert
Sep 2, 2025 bearish
Insight
Evans: Apple risks being 'Microsofted' by cloud-based AI models
“There's this sort of question for Apple around, does this actually change the experience of what a smartphone is, what the ecosystem is? Does it end up kind of getting Microsofted, in the sense that you're going to still, for the time being, you're still going…”
Benedict Evans Sep 2, 2025 ▶ 1:03:06 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
Sep 2, 2025 neutral
Opinion
Evans: AI's impact equals the iPhone, not the Industrial Revolution
“It's funny, my, I suppose my take on AI, controversial take on AI, rather like my controversial take on crypto is being a centrist, in that it seems to me very clear this is like the biggest thing since the iPhone, but I also think it's only the biggest thing …”
Benedict Evans Sep 2, 2025 ▶ 1:08 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
Dec 9, 2025 positive
Insight
Sutherland: Engineers dislike marketing because consumers prioritize human design over technical metrics
“And so their failure to understand the wider context within which they were operating, which is the job of marketing, Is exactly the reason nerds hate marketing, because they think in a perfect world, nerd metrics win out. But the consumer is much more bothere…”
Rory Sutherland Dec 9, 2025 ▶ 1:52:21 How to Think Like a World-Class Marketer | Rory Sutherland
Jun 2, 2026
Insight
Pincus: Apps earning an iPhone home screen spot hold $1B stick value
“But I've found that if a product speaks to you, or at least, this is my experience, if this product speaks to me, and it makes it on the front of my iPhone, I think it has a billion dollar stick value.”
Mark Pincus Jun 2, 2026 ▶ 0:48 You Don’t Need To Innovate To Be Successful | FarmVille Creator
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