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Carl Pei

12 statements across 2 episodes · 5 bullish · 4 bearish · 2 people on the record · first statement Apr 26, 2025 by Carl Pei · said 10 times in 1 episodes since 2026 · across every show →

On the record as a speaker too: Carl Pei's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Nikhil Kamath (10)

tap a year for its mentions
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2026 10 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Carl Pei, oldest first

Apr 26, 2025 negative
Opinion
Pei: Steve Jobs' Apple inspired tech careers better than Tim Cook's
“Tim Cook has done a great job on the share shareholder value creation side, but when it just comes to inspiring a young guy or a young person to take a career in tech, I think the old Apple was Way better at that.”
Carl Pei Apr 26, 2025 ▶ 4:23 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 positive
Insight
Pei: Hardware founders should work for an existing company first
“Like instead of starting your own company, work for somebody else. If there's so many mistakes you can make in our industry. If I didn't do it like once before, the chances of failure would have been way higher.”
Carl Pei Apr 26, 2025 ▶ 1:47:29 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 bullish
Prediction Not checkable as stated
Pei: Voice-Generated AI Apps Will Allow Smaller OSs to Challenge iOS
“In the future, you can just speak what app you want into the phone and that app shows up. So then that gives a smaller company like us the ability to compete with iOS, which has, I don't know, a 1,000,002 million apps already, but we can empower every normal p…”
Carl Pei Apr 26, 2025 ▶ 1:54:38 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 neutral
Assertion Supported
Pei: Apple gets TSMC's latest semiconductor batches before all competitors
“Actually, what we talked about before, they get the TSMC latest. Yeah, they get the first batch before everybody else. They get the latest technology from TSMC for Apple Silicon.”
Carl Pei Apr 26, 2025 ▶ 1:01:23 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 bearish
Opinion
Pei: There is no more opportunity in building new smartphone brands
“Personally, I don't think there's any more opportunity. And I wouldn't recommend any of my friends to go into this business right now. The market is very, very tough to compete in.”
Carl Pei Apr 26, 2025 ▶ 1:25:00 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 negative
Opinion
Carl Pei: Most people should not be entrepreneurs
“I think most people should not be entrepreneurs. Most people have a much higher quality of life doing other things, specializing in the tech field or working for somebody else.”
Carl Pei Apr 26, 2025 ▶ 2:42:52 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 neutral
Assertion Supported
Pei: Apple Makes $100 Annually Per US iPhone User on Non-Hardware Services
“I don't know the number for India, but like in the US, Apple makes a hundred dollars per year on each iPhone user, just on non-hardware stuff.”
Carl Pei Apr 26, 2025 ▶ 1:53:19 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 neutral
Opinion
Carl Pei: Every Smartphone User Need Has Been Fully Explored
“I think we're at a stage in the industry where it's hyper competitive. Every user need has been fully explored.”
Carl Pei Apr 26, 2025 ▶ 49:02 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 bearish
Insight
Pei: Smartphone Disruption Will Come From the OS, Not Hardware
“I think the disruption can happen on the OS side. I think the hardware side is very hard to differentiate on because all these suppliers that we have, they're all very concentrated, and they're very strong, and they're investing in their product roadmap, upgra…”
Carl Pei Apr 26, 2025 ▶ 1:50:35 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 positive
Insight
Pei: Aspiring hardware founders should start as content creators
“If somebody was young and watching this and wanting to get into consumer electronics, I would urge them to first become a content creator.”
Carl Pei Apr 26, 2025 ▶ 1:37:22 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 positive
Insight
Carl Pei: Y Combinator's primary value is brand signaling for future fundraising
“The capital is very little, actually, right?... But I think it's a branding thing, like once you have that brand on your resume, your next round will be a lot easier, and your next next round will be a lot easier.”
Carl Pei Apr 26, 2025 ▶ 6:55 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Mar 11, 2026 bullish
Assertion Open · timeframe Dec 2026
Kamath: Nothing's revenue grew from $500M to about $900M
“The sales look great. I think they went from 500 mil last year to about 900 mil this year.”
Nikhil Kamath Mar 11, 2026 ▶ 2:04 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
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