Nothing

includes Nothing Phone

9 statements across 2 episodes · 5 bullish · 2 bearish · 2 people on the record · first statement Apr 26, 2025 by Carl Pei · said 14 times in 3 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by Nikhil Kamath (11), Carl Pei (3)

tap a year for its mentions
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every mention, scene by scene, with the transcript →

Everything said about Nothing, oldest first

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
Insight
Pei: Smartphone Startups Only Need a Niche Fanbase Given Market Size
“We don't have to have everybody love us. It's okay if 90% of people don't care about us or hate us, as long as we get a niche group of consumers who really love us. That works in our industry because it's so big. Maybe it doesn't work for smaller categories.”
Carl Pei Apr 26, 2025 ▶ 15:28 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 positive
Insight
Pei: Design Differentiation Is Much Faster for Hardware Startups Than Tech
“So for us, we chose to differentiate through design because it was the fastest way to differentiate. If we picked, you know, technology, it would take years to play out. A lot of investment, a lot of years.”
Carl Pei Apr 26, 2025 ▶ 15:46 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 negative
Disclosure
Pei: Factories refused to build smartphones for Nothing when it launched
“And when we started this new company, nothing, we wanted to make phones. Nobody wanted to make phones for us.”
Carl Pei Apr 26, 2025 ▶ 1:30:49 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 negative
Disclosure
Pei: US tariffs on China hit Nothing's earbud business by 20%
“So now the most direct way is Trump had new tariffs for manufacturing from China. So we manufacture the earbuds in China. And that's like a 20% hit on our import business plans for the US market.”
Carl Pei Apr 26, 2025 ▶ 16:43 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025
Disclosure
Pei: Nothing manufactured its first earbuds with a blacklisted Chinese factory
“We went to the worst factory. Like the factory, if they didn't take us on as a client, they would go out of business immediately. In China, because they were on the blacklist of a lot of other people for quality issues.”
Carl Pei Apr 26, 2025 ▶ 1:31:43 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Mar 11, 2026 bullish
Disclosure
Kamath: Invested in Nothing expecting an AI company buyout
“Hence actually the nothing bet, because I always thought AI company will come in and buy them out at some point.”
Nikhil Kamath Mar 11, 2026 ▶ 12:43 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · 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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