iPhone

includes iPhone 15 Pro

4 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement May 3, 2023 by Emad Mostaque · said 27 times in 20 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Elad Gil (4), Sarah Guo (2), Qasar Younis (2), Peter Chen (2), Joshua Xu (2), CJ Desai (2), Thomas Dohmke (1), Sriram Krishnan (1)

tap a year for its mentions
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05102023202420252026episodes it came up in
00152102023202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2025 10 mentions in 9 episodes 1 per episode
2024 11 mentions in 6 episodes 2 per episode
2023 4 mentions in 4 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about iPhone, oldest first

May 3, 2023 positive
Assertion Supported
Distilled Stable Diffusion Models Can Run Locally on iPhones in Seconds
“Now, as of the release of Distilled Stable Diffusion, it will run in a couple of seconds on an iPhone, and we have neural engine access, because our view of the future is creating models that aren't necessarily bigger, but that are customizable and editable.”
Emad Mostaque May 3, 2023 ▶ 12:37 No Priors Ep. 3 | With Stability AI’s Emad Mostaque
Jul 18, 2024 bullish
Prediction Not checkable as stated
Gil: Apple may see an iPhone replacement cycle driven by on-device AI
“Like I wouldn't be surprised, for example, if Apple ended up with like another iPhone replacement cycle just for AI. Oh, we have a new chip that runs these, you know, they mentioned that they're gonna be working with smaller models that run these smaller model…”
Elad Gil Jul 18, 2024 ▶ 21:13 No Priors Ep. 72 | With Sarah Guo and Elad Gil
Aug 7, 2025 bullish
Prediction Open · timeframe Aug 2030
Prince: Smartphones will soon run local models matching current ChatGPT
“It is not particularly long before you're running something which is the equivalent of kind of the current generation of ChatGPT on your iPhone or your, or at your Android device.”
Matthew Prince Aug 7, 2025 ▶ 38:17 No Priors Ep. 126 | With Cloudfare CEO Matthew Prince
Jan 22, 2026
Assertion Supported
Desai: BlackBerry sold strongly for quarters after iPhone launched
“When actually iPhone launched, I think I want to say three or five quarters after now, after the iPhone, Blackberry was still, Selling a lot, and was not being disrupted until it got really disrupted.”
CJ Desai Jan 22, 2026 ▶ 33:02 No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
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