iPhone
8 statements across 7 episodes · 2 bullish · 2 bearish · 7 people on the record · first statement Jun 28, 2024 by Mark Suster · said 62 times in 29 episodes since 2024 · across every show →
Mentions by year
brought up most by Patrick McGee (13), Molly O'Shea (6), Brett Adcock (6), Thomas Laffont (5), Mark Pincus (3), Jaimin Rangwalla (3), Dan Wright (3), Trae Stephens (2)
tap a year for its mentions
2026 28 mentions in 14 episodes 2 per episode
- Figure's First Full HQ Tour: From the Lab to the Factory Floor · Sourcery with Molly O'Shea
- Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea
- Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea
- Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea
- Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III
- The $2.5B Drone Company Trying to Become the Toyota of Defense
- Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
- 6 more episodes that year, every mention in 2026 →
2025 26 mentions in 11 episodes 2 per episode
- Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea
- How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea
- How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
- Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea
- Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling · Sourcery with Molly O'Shea
- Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens · Sourcery with Molly O'Shea
- Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
- Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea
- 3 more episodes that year, every mention in 2025 →
2024 8 mentions in 4 episodes 2 per episode
- How Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright · Sourcery with Molly O'Shea
- Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
- Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
- Text-to-CAD: AI Revolutionizing Hardware Design with Jordan Noone of Zoo · Sourcery with Molly O'Shea
- every mention in 2024, scene by scene →
Everything said about iPhone, oldest first
Jun 28, 2024
Suster: Hardware anchoring significantly increases consumer willingness to pay subscription fees
“If I tried to sell you a product on your iPhone, download it and pay 20 dollars a month, It's so hard to get someone to pay 20 dollars a month for anything on their iPhone. If I sell you a 200 dollar piece of hardware, but then you need a 20 dollar a month sub…”
Oct 4, 2024 bullish
Sam D'Amico: Every household electrical device will eventually integrate a battery
“Everything will have a battery because batteries would be basically cheap or free effectively. If everything has a battery and you can, they can choose when to charge. And I'm sure you've seen like the iPhone pop up where it's like your iPhone can choose when …”
Nov 22, 2024 bullish
Wright: Developers will build on Armada's stack like Apple's iPhone ecosystem
“And I think it will kind of evolve like the iPhone did with Apple, which is once you start to show what's possible and like the big problems that can be solved now that this infrastructure is at the edge, Suddenly everybody's gonna be popping up. All these dev…”
Sep 1, 2025 bearish
Sep 1, 2025 neutral
McGee: Chinese Competitors, Not Apple Alone, Killed Nokia
“Market share wise, the iPhone has never been more than 20% of the global market. So who has more than 20% that can actually take on Nokia? It's the Chinese competitors. They have 55% market share, right? So you couple that with Apple, couple that with Samsung,…”
Oct 27, 2025 neutral
Zipline originally built an unsticky smartphone-powered toy robot
“Zipline, they started out with this idea of building a mobile platform for robotics where the iPhone was going to be the brains. And what they ended up with was what Keller would say was kind of like a toy and people would play with it. They had fun with it. A…”
Mar 6, 2026 negative
Laffont: Early Coatue models wrongly predicted iPhone prices declining five percent
“And in fact, the number one thing that we got wrong in our analysis of Apple in the early days is we had the price of the phone declining five percent in five years, right? Because that's kind of what you did as an analyst. You had to put declining ASPs. And i…”
Jul 10, 2026
Banister: Using Apple products is outsourcing trust, not mindless conformity
“Sheep have to follow something, because if you think about it, you're outsourcing your trust to someone else. And if you think about Apple, we all use the iPhone. Does that make us sheep? You know or are we trusting Apple and an entrepreneur to create an exper…”