iPhone, every mention

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every year anyone Patrick McGee 13Molly O'Shea 6Brett Adcock 6Thomas Laffont 5Mark Pincus 3Jaimin Rangwalla 3Dan Wright 3Trae Stephens 2Sam D'Amico 2Packy McCormick 2

Verbatim, from the transcripts: the passages where iPhone comes up

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Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III Sep 10, 2026 · 1 mention

  • ▶ 58:19 Vibhav Ganesh Um, you know, I think that, you know, one of the reasons why technology is, uh, at the place that it is today for us, whether it's your Oura Ring or your iPhone or, or, or anything,

The $2.5B Drone Company Trying to Become the Toyota of Defense Aug 11, 2026 · 1 mention

  • ▶ 11:27 Soren Monroe-Anderson And especially until drones started becoming such an important part of the battlefield and a modern arsenal, um, because what goes into one of these is it looks much more similar to, uh, you know, what goes into your laptop, your iPhone,…

Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea Jul 29, 2026 · 1 mention

David Friedberg Explains America's Economic Crisis in 60 Minutes · Sourcery with Molly O'Shea Jul 22, 2026 · 1 mention

  • ▶ 51:37 David Friedberg And this idea that, like, people are despondent because they don't know how to use AI today is the equivalent of saying people are despondent when the iPhone came out in 2007, and they would never learn how to use, like, the internet.

Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea Jul 20, 2026 · 1 mention

  • ▶ 11:46 CJ Desai And regardless of the internet era, mobile era, after iPhone, now the AI era, you always need a data layer.

AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea Jul 19, 2026 · 1 mention

  • ▶ 1:19 Max Cook The, you went from mainframe to PCs, to networking, the PCs, to desktop internet, which is where you get a mouse and keyboard to mobile internet, which is where the iPhone supremacy began.

"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea Jul 10, 2026 · 1 mention

Dylan Field on the “Permanent Underclass of Zero Taste” · Sourcery with Molly O'Shea Jul 2, 2026 · 1 mention

Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea Jun 29, 2026 · 1 mention

  • ▶ 28:10 Ev Randle Um, and, you know, I, I, again, not every mom is like this, but my mom, um, is, you know, from, um, you know, uh, you know, lives in, like, this rural suburban town in Colorado, and she's not exactly an AI native, or, you know, she, she,…

Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea Jun 23, 2026 · 3 mentions

  • ▶ 32:32 Mark Pincus Yeah, yeah, and, and, you know, get more self-aware, and, and my experience is that any app that makes it to the front of my iPhone. 2 times in the scene
  • ▶ 48:51 Mark Pincus Um, it's like the iPhone or Google.

Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea May 15, 2026 · 3 mentions

Figure's First Full HQ Tour: From the Lab to the Factory Floor · Sourcery with Molly O'Shea May 1, 2026 · 6 mentions

  • ▶ 16:44 Brett Adcock You really want this, um, you kind of want this, like, iPhone moment where, like, my iPhone has a bunch of different apps, and if I wanted to learn something new, I just download another app. 2 times in the scene
  • ▶ 1:01:13 Brett Adcock This is like a, it's like, this is like iPhone sale, like iPhones, you know what I mean? 4 times in the scene

Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea Mar 6, 2026 · 5 mentions

  • ▶ 22:18 Thomas Laffont Um, I remember when the iPhone first came out, right? 2 times in the scene
  • ▶ 25:41 Thomas Laffont And to me, the best companies, Apple and iPhone is another phenomenal example, right? 3 times in the scene

How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea Feb 5, 2026 · 2 mentions

  • ▶ 8:18 Molly O'Shea So we'll need furniture that breaks easier, and we'll need iPhone releases faster with more complicated adapters. 2 times in the scene

Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea Dec 18, 2025 · 1 mention

  • ▶ 9:25 Trae Stephens Um, and not only did they soak up a lot of that manufacturing capacity, but they also developed advanced tooling and know-how to build the things that, you know, we use every day, whether it's, you know, the microphones that we're wearing…

Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling · Sourcery with Molly O'Shea Dec 16, 2025 · 1 mention

Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens · Sourcery with Molly O'Shea Dec 15, 2025 · 1 mention

  • ▶ 13:44 Trae Stephens Whether it's, you know, the microphones that we're wearing today or the iPhones that are in our pockets.

Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea Oct 30, 2025 · 1 mention

Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea Oct 27, 2025 · 1 mention

  • ▶ 14:36 Alfred Lin And so Zipline, they started out with this idea of building a, um, a mobile platform for robotics where the iPhone was going to be the brains.

Keith Rabois on Opendoor ($OPEN) Activist Turnaround · Sourcery with Molly O'Shea Sep 15, 2025 · 1 mention

Inside Klarna's IPO CEO Sebastian Siemiatkowski · Sourcery with Molly O'Shea Sep 12, 2025 · 1 mention

  • ▶ 35:07 Sebastian Siemiatkowski And I think to some degree, it's so much harder when you have a physical product, if you are actually Louis Vuitton or Prada or whatever, you have a physical product, there's something to relate to, but it's such a bigger challenge when…

Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea Sep 1, 2025 · 13 mentions

  • ▶ 0:13 Patrick McGee Market share wise, the iPhone has never been more than 20% of the global market.
  • ▶ 5:03 Patrick McGee And just sort of use that as a sort of, you know, back of the envelope math, back to 2007, the birth of the iPhone, and you took it all the way to 2025, you'd get above eight hundred billion dollars.
  • ▶ 10:50 Patrick McGee I mean like iPhone production. 2 times in the scene
  • ▶ 13:42 Patrick McGee I'm saying 400,000 figure, that, that's more for the iPhone era, not the iMac era, to be clear, but basically they exploit the idea of how many people there are at the labor rates that they have, you know, below 50 cents an hour at the, at… 4 times in the scene
  • ▶ 21:46 Patrick McGee The best chips in the world, year in, year out, are in the iPhone, right? 5 times in the scene

How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea Jul 22, 2025 · 3 mentions

Nucleus Launches First Genetically Optimized Embryo · Sourcery with Molly O'Shea Jun 4, 2025 · 1 mention

How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea Feb 14, 2025 · 2 mentions

  • ▶ 58:19 Packy McCormick And there's probably like some iPhone thing with ChatGPT now where like you want to pay, like it's a veblen good where you want to pay more for your intelligence. 2 times in the scene

How Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright · Sourcery with Molly O'Shea Nov 22, 2024 · 3 mentions

  • ▶ 11:27 Dan Wright And, you know, the, the analogy I draw for people is Apple with the iPhone. 2 times in the scene
  • ▶ 14:04 Dan Wright And I think it will kind of evolve like the iPhone did with, 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,

Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea Oct 4, 2024 · 2 mentions

  • ▶ 35:29 Sam D'Amico And I'm sure you've seen like the iPhone pop up where it's like your iPhone can choose when to charge when like the, like for various grid optimization purposes, every device will have technology like that. 2 times in the scene

Text-to-CAD: AI Revolutionizing Hardware Design with Jordan Noone of Zoo · Sourcery with Molly O'Shea Jul 26, 2024 · 1 mention

  • ▶ 40:58 Jordan Noone Of the world, you know, for us, we're adding in the ability for Textacad that you not only can generate a part, you know, I want a gear with this many teeth, I want a case for this iPhone, but you add in the capability that you can say, I…

Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea Jun 28, 2024 · 2 mentions

  • ▶ 38:25 Mark Suster If I tried to sell you a product on your iPhone, download it and pay 20 dollars a month, 2 times in the scene
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