operating system
also referred to as: operating systems
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 26, 2025 by Carl Pei · across every show →
Everything said about operating system, oldest first
Apr 26, 2025 bearish
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…”