iPhone
includes iPhone Air, iPhone Duo, iPhone 4S, iPhone 5, iPhone Pro Max, iPhone 16, iPhone 18, iPhone 3GS, iPhone Pro, iPhone 15 Pro, iPhone 17, iPhone 17 Pro and 11 more
18 statements across 13 episodes · 5 bullish · 6 bearish · 7 people on the record · first statement Oct 14, 2024 by Jordi Hays · said 570 times in 151 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (208), Jordi Hays (81), Casey Neistat (11), Mark Gurman (10), Marc Andreessen (10), Eddy Cue (4), Andrew Yang (4), Turner Novak (3)
tap a year for its mentions
2026 183 mentions in 57 episodes 3 per episode
- Apple’s iPhone Duo, Meta’s Muse AI Agent, Anthropic Researcher Quits Over AI Doom | Diet TBPN
- AI Safety Timeline Takeover, Bending Spoons Acquires Miro, iPhone Duo Reactions | Diet TBPN
- Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN
- Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- FULL BREAKDOWN: Apple’s 7 New Devices
- Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
- Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
- WWDC Kicks Off, Jobs Up, Tech Down, VC Horror Stories Go Viral | Diet TBPN
- 49 more episodes that year, every mention in 2026 →
2025 345 mentions in 77 episodes 4 per episode
- Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
- Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
- Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- Is APPLE Headed Downhill? (Investor Breakdown)
- DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
- Marc Andreessen on Why Apple Might Miss the Next Platform Shift
- OpenAI ENDS Vesting Cliff
- 69 more episodes that year, every mention in 2025 →
2024 42 mentions in 17 episodes 2 per episode
- Elon's Big Week (ep4)
- Inside JD Vance's Portfolio (ep8)
- The "Switzerland of AI" is Crazy (ep3)
- Zuck Just Killed the Apple Vision Pro (ep2)
- Fact-Checking The Information (ep10)
- How we became the fastest growing podcast (ep20)
- Year of Tech in Review (ep25)
- Inside Facebooks Secret "Red Book" (ep18)
- 9 more episodes that year, every mention in 2024 →
Everything said about iPhone, oldest first
Oct 14, 2024
Oct 14, 2024 neutral
Nov 19, 2024 positive
Dec 31, 2024 bearish
Jan 25, 2025 bullish
Feb 8, 2025 bearish
Feb 8, 2025 bearish
Hays: China's urban population exodus removes a massive iPhone growth driver
“China has a, is no longer adding people to its major cities. There's actually been an exodus from cities, which is a whole other issue in China right now, leading to Peter Zai Han has a good bid on You know, basically how much oversupply there is from a housin…”
Feb 8, 2025 neutral
Hays: Apple lacks commercial incentives to radically improve iPhone battery life
“The issue with them, if they massively improve their battery, that's a huge reason that people, you know, actually end up renewing their you know, buying a new device. So It's, they're sort of not the same incentive to be like, hey, let's, let's spend ten bill…”
Feb 8, 2025 neutral
Feb 8, 2025 bearish
Hays: Tim Cook lacks the visionary leadership to win post-iPhone computing
“I do think that it will become more and more clear that Tim Cook seems to be able to generally manage this, like, luxury brand type version of Apple, but it doesn't feel obvious that they have this sort of visionary product leadership that's going to have them…”
Apr 9, 2025 bullish
Wang predicts an OpenAI smartphone will seriously challenge Apple's iPhone
“But Apple has, is really fumbling, and they know it, and when OpenAI comes up with the OpenAI phone, I think it will be a serious challenge to Apple because Opening eyes. I open the iPhone. We'll just be smarter. You know it.”
Apr 26, 2025 bullish
Senra: Apple's iPhone revenue alone eclipses Disney's entire combined business
“Apple makes more from the iPhone if they just had the iPhone and nothing else than, like, Disney does from every single thing they've ever, like, they, everything, all their theme parks, all their movies, everything else, just, like, that one single product.”
Aug 8, 2025
Andreessen: Original iPhone Lacked Broadband and App Store, Took Five Years
“And people, you know, people forget it took like five years for the iPhone to find its footing. It took like two years to get the, I remember also the original iPhone didn't have, it didn't have broadband data. It was on the old two G it was called the AT&T ed…”
Nov 4, 2025 negative
Nov 4, 2025 bullish
Jan 14, 2026 negative
Apr 7, 2026 neutral
Coatue correctly predicted early iPhone sales but mistakenly modeled declining prices
“When I look back at our old Apple model, I actually think we did a pretty good job on units. Where we were way off is we had the price of the phone declining five to 10% a year, because that's what every consumer electronics product did. And in fact, the ARPU …”
Jul 3, 2026