Eric Newcomer

Mentioned in 1 episode

"Meta Ray-Ban displays are at 800 bucks. I think they're losing money on them. I don't think people are buying them."

Mentioned in 1 episode

"As someone who's fairly bullish on Anthropic and OpenAI to some degree, SpaceX just feels like total lunacy given the sort of insane TAM story that you have to believe."

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"It was our insiders plus Dell and HubSpot. So we actually went very corporate on this round."

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"I would always put Sequoia, I guess, number one to answer the question."

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"Next spring you'll have the regular iPhone 18 and the iPhone Air 2."

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"That's going to be a feature at the heart of new AirPods coming out at the end of next year, project called B798, where they have cameras on the AirPods that can help you with navigation and seeing the world around you."

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"There will be a new OLED iPad Mini coming out soon, which I think a lot of the iPad mini fanboys are going to be pretty pumped about."

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"I worked at Bloomberg for six years and really started to get Silicon Valley. And so when I launched Newcomer, I did write that I wanted contrarian optimism."

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"If you've installed VisionOS 27, have you installed it yet? The new series is pretty good on there, and they have this new environment. You can set any of your panoramas as your environment."

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"I saw people go on ChatGPT after the Luch was announced. They typed in 'make me an electric Ferrari' and they're like, 'I made a better design in 15 seconds.'"

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"Thank god Jessica Leon brought me to work for The Information. I was the first employee, so it was like, oh, Silicon Valley thing. Very interesting."

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"This fall, the 18 Pro and Pro Max, the first foldable phone which I'm calling the iPhone Ultra."

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"Apple had such an opportunity with the HomePod in speakers and they completely blew it because of AI, because they didn't create an app ecosystem around it, because they made it exclusive to their customer base. No Android support. The list goes on. Pretty disappointing."

Mentioned in 1 episode

"They launched Screen Time I believe in 2018, which is their parental control system. It's just been an unmitigated disaster that hasn't worked properly for like five or six years. So they really needed to revamp it."