What podcasts say about Wamsi Mohan

Every statement, with the speaker, the exact quote and the moment it was said.

What Wamsi Mohan has said on podcasts

9 statements · 2 positive · 5 negative · 1 mixed · 1 neutral

on iPhone DuoNegativeSep 10, 2026· Bloomberg Tech
iPhone Duo's high price will initially limit its addressable market
“the $2,000 price point or $19.99 may lead to a more modest addressable market from the start and will grow from there”
Listen at 9:03
Open the episode · Apple’s Ternus Era Starts the iPhone Duo
on Apple Inc.NegativeSep 10, 2026· Bloomberg Tech
Apple currently trails peers in AI advancement
“they have somewhat lagged their peers in terms of their push into AI”
Listen at 9:22
Open the episode · Apple’s Ternus Era Starts the iPhone Duo
on Apple AI monetizationMixedSep 10, 2026· Bloomberg Tech
Apple's AI monetization will determine medium-term stock outperformance
“I think the AI question is the medium term question for whether the stock outperforms or not.”
Listen at 9:39
Open the episode · Apple’s Ternus Era Starts the iPhone Duo
on Fed rate hikeNegativeSep 10, 2026· Bloomberg Tech
Hot monthly CPI above 0.3% will lock in a Fed rate hike next week
“If that number comes out hot, and by that I mean above 0.3% on the plus side month over month, I think you're going to lock in a hike for next week.”
Listen at 10:29
Open the episode · Apple’s Ternus Era Starts the iPhone Duo
on Fed pauseNeutralSep 10, 2026· Bloomberg Tech
Monthly CPI below 0.2% could cause the Fed to pause
“If it comes in soft. under 0.2% month over month, that might cause the Fed to pause.”
Listen at 10:38
Open the episode · Apple’s Ternus Era Starts the iPhone Duo
on Financial marketsNegativeSep 10, 2026· Bloomberg Tech
Market turmoil will continue amid high yields and oil prices
“I think this turmoil for the markets is going to continue”
Listen at 10:56
Open the episode · Apple’s Ternus Era Starts the iPhone Duo
on iPhone DuoPositiveSep 10, 2026· Bloomberg Tech
iPhone Duo could initiate a new Apple product cycle
“that new style of phone can start a new product cycle for Apple”
Listen at 11:57
Open the episode · Apple’s Ternus Era Starts the iPhone Duo
on Apple product experimentationPositiveSep 10, 2026· Bloomberg Tech
John Ternus will likely increase Apple's product experimentation
“more experimentation would be really nice. And I have a feeling that we're going to see that from him.”
Listen at 28:50
Open the episode · Apple’s Ternus Era Starts the iPhone Duo
on The Boring Company networkNegativeSep 10, 2026· Bloomberg Tech
The Boring Company's complete network is unlikely to finish by 2027
“the original completion date of 2027 for a complete network certainly seems very unlikely.”
Listen at 47:39
Open the episode · Apple’s Ternus Era Starts the iPhone Duo

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.