Welcome to the A16Z podcast.

I'm Michael Copeland.

I sit here with Benedict Evans, who has been pouring over again and again.

How many times have you watched the Apple event, Benedict?

I haven't actually watched it all the way through because I was in a cab going to JFK when it was going on.

Okay, he's mostly watched the Apple event from yesterday, so we want to talk all about it.

It's the annual iPhone event, but it so we want to talk all about it. It's the annual iPhone

event, but it was clearly much more than that. Yeah. So there were, it was over two hours. There

were no jokes. There were no updates. It was very, very dense with stuff and with product and

with new things that they were doing. And that fell kind of into, I suppose, four categories.

I mean, very briefly, the watch will get new colours and new bands

and the new software, which we already knew about from WWDC, allows third-party apps.

So they gave some demos of some cool third-party apps that actually run properly now,

supposedly on the watch, and we'll have to see.

But then very quickly we went into kind of the three pillars, which were first a new iPhone,

secondly, a new iPad, and thirdly, Apple TV.

All right, well, let's take those in turn.

Yeah, they flashed the new iPhone out there.

Tim Cook put this thing up on the screen and initially you're like, huh, it looks like an iPhone

six.

Well, they always do this.

They change the enclosure every two years, but then they don't, the pace of technology

...