iPhone

4 statements across 4 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement Sep 20, 2024 by Luca Ferrari · said 52 times in 35 episodes since 2019 · across every show →

Mentions by year

brought up most by Amit Somani (4), Siddhartha Ahluwalia (3), Raja Manickam (3), Mehul Nariyawala (3), Ashmeet Sidana (3), Anand Lunia (3), Vasanth Namasivayam (2), Sameer Guglani (2)

tap a year for its mentions
001310252020192020202120222023202420252026episodesmentions
0102020192020202120222023202420252026episodes it came up in
0011022020192020202120222023202420252026episodesmentions per episode
2026 8 mentions in 4 episodes 2 per episode
2025 22 mentions in 16 episodes 1 per episode
2024 5 mentions in 4 episodes 1 per episode
2023 6 mentions in 4 episodes 2 per episode
2022 1 mention in 1 episode
2021 3 mentions in 2 episodes 2 per episode
2020 5 mentions in 3 episodes 2 per episode
2019 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about iPhone, oldest first

Sep 20, 2024
Assertion Not checkable as stated
Ferrari: Bending Spoons' first acquisition was a $10,000 keyboard app in 2014
“The first acquisition we paid for it about 10,000 dollars, and it was a an app to personalize your iPhone's keyboard. 20 14. Probably, yeah, make it eight or nine months into Bending Spoons.”
Luca Ferrari Sep 20, 2024 ▶ 17:15 $2.5 Billion Tech Empire Built On Acquisitions, Efficiency, & Pure Ambition w/ Founder, Luca Ferrari
Aug 15, 2025
Assertion Not checkable as stated
Atluri: Apple captures $700 per iPhone from IP while Foxconn makes $15-$25
“The bill of material is about, you know, four, eight to five dollars, 15 to 25 dollars are paid by Apple to Foxconn. That is the making component, whether it's in China or India. And the rest, 700, almost 700 dollars are taken by Apple because they own the IP.”
Ashok Atluri Aug 15, 2025 ▶ 2:37 From 70% Imports to 65% Made in India, India Now Sells Defense Tech to 85+ Countries | Ashok Atluri
Aug 22, 2025 negative
Assertion Supported
Sikri: China is recalling technicians working on iPhone production in India
“They're calling back their engineers, technicians who are working on iPhone production because India is emerging as an iPhone thing.”
Rajiv Sikri Aug 22, 2025 ▶ 35:35 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Jun 3, 2026 negative
Assertion Supported
Keshavachar: Apple approached Intel to build the iPhone chip and was rejected
“Apple came to Intel to build the iPhone chip. And Intel said no.”
Bhaktha Keshavachar Jun 3, 2026 ▶ 59:20 India's Answer To China's Control On Global Supply Chain | Bhaktha, Chara Tech
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