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Kleiner Perkins’ John Doerr: Apple’s iPhone is bigger than the PC
Friday, March 14, 2008 - 02:24 PM EDT

"Over the years, I've had the privilege of attending all of Apple's major milestone events, including the launch of the first-ever Mac back in 1984, as well as the initial iPod launch. More recently, I was there when Apple CEO Steve Jobs introduced the iPhone. At the event, Jobs referenced the two previous major platform announcements and declared that the iPhone would be the third," Tim Bajarin writes for PC Magazine.

"Thanks to the recent launch of the iPhone SDK, we now have a glimpse of what the iPhone is going to be when it grows up. At the SDK launch, John Doer [sic] of Kleiner Perkins announced that Kleiner would put $100 million into iPhone software start-ups. His exact words in reference to the iPhone were 'This is the next PC.' Very few media reports recorded this comment, or if they did, they did not put it into context. In these few words, Doer told us exactly what the iPhone is destined to be," Bajarin writes. "You might be interested to know that John Doer is one of the most forward-thinking venture capitalists in the world. He became a billionaire by betting on the likes of Amazon, Google, and dozens of the PC industry's biggest companies."

MacDailyNews Note: It's "Doerr" (two r's) and what he really said, exactly, was "The Mac and the iPod are two truly amazing platforms. There's over a million developers on the Mac and over 5,000 independent products for the iPod. Today, we're witnessing history. That's the launching of the SDK, the creation of the third great platform, the iPhone and the iPod touch. Think about it. What the iPhone's all about is, in your pocket, you have something that's broadband and connected all the time. It's personal. It knows who you are and where you are. That's a big deal. A really big deal. It's bigger than the personal computer."

Bajarin continues, "Certain key components will make this vision of the iPhone becoming the next PC a reality. First, Intel's new Centrino Atom chips will deliver the processing power needed (data speeds of more than 1 GHz). Couple this with the rich operating systems and next-generation software that can be run on a device such as the iPhone and you have the power of a traditional PC in something that fits into your pocket. If history is our guide, we may look back at this iPhone SDK launch as a defining moment in the world of personal computing."

Full article - recommended - here.

[Thanks to MacDailyNews Reader "MidWest Mac" for the heads up.]

MacDailyNews Take: Wherever you see "iPhone" in any article talking about the future potential of Apple's new platform', remember to mentally add "and iPod touch," if it's not mentioned. Currently, there are likely just as many, if not more, iPod touch units out there than iPhones. Apple's multi-touch platform already extends past the iPhone device and will sooner than later grow beyond just the iPod touch, MacBook Pro, and MacBook Air.

[UPDATE: 2:54pm EDT: Added MacBook Air, MacBook Pro mentions to Take as per alansky's and others' reminders below.]

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Mar 14, 08 - 02:34 pm Comment from: Anonymous©

Actually, I think there are likely fewer Touches out there than iPhones. Nevertheless, MDN is right, that we should always remember that the MID, Mobile Internet Device, platform includes both iPhones and Touches.

Mar 14, 08 - 02:34 pm Comment from: John Gee

Long live my iPod touch!!!

and slow down, partner. There will be another device.

Mar 14, 08 - 02:36 pm Comment from: Ampar

Touch that, MAC dorks.

Mar 14, 08 - 02:38 pm Comment from: John Gee

Ampar:

I don't know what that means.

Isn't "MAC" IP address nomenclature?

Mar 14, 08 - 02:46 pm Comment from: Sitruc

A MAC address is used on the data link layer of the OSI model.

"Ethernet addresses a host using a unique, 48-bit address called its Ethernet address or Media Access Control (MAC) address. MAC addresses are usually represented as six colon-separated pairs of hex digits, e.g., 8:0:20:11:ac:85."

Mar 14, 08 - 02:46 pm Comment from: Mac+

No, the new PC is in fact... the iPod Touch.

And later on its extended version, that will include eBook and handwritting: the Mac Touch. That one will be very very useful for all pupils and students around the world. No more books to carry in their heavy bags, homeworks downloaded in the air, etc...

Mar 14, 08 - 02:47 pm Comment from: MikeH

I have t-Mobile & a iPod touch. AT&T;has bad reception where I live. I bet there are plenty like me. Oh, sent from my iPod touch!

Mar 14, 08 - 02:47 pm Comment from: MAC

Yes it is.

Mar 14, 08 - 02:47 pm Comment from: clinicaltechmaster

Apple should hit 600. How do we find out who is manipulating Apple stock ... then destroy them.

Mar 14, 08 - 02:49 pm Comment from: alansky

Apple's multi-touch platform already extends past the iPhone device and will sooner than later grow beyond the iPod touch, too. —MDN

Actually, multi-touch is already making its first appearance on laptop computers in the form of the MacBook Air.

Mar 14, 08 - 03:03 pm Comment from: ron

John is still a Do - err

Mar 14, 08 - 03:04 pm Comment from: Reclaimer

Heck, any Mac Head could have told us that!

Mar 14, 08 - 03:06 pm Comment from: Jubei

Tim Bajarin is one of those analyst that does their homework, writes professionally and respected by many professionals. It's a shame that his piece will not get as much traction that it deserves in the news world that we live in today. Instead we get garbage like these recent post regarding iPod viruses and that other idiot stating the iPhone is not a smartphone with an OS you can develop software on.

Mar 14, 08 - 03:20 pm Comment from: Eric

They still don't know that it's a computer in your pocket ... .

Mar 14, 08 - 03:22 pm Comment from: macorange

MDN - Multitouch is available on Macbook Pro now, too.

Apple should use "Touch Me' by Samantha Fox in thir ads...

ok, so not serious about that...

Mar 14, 08 - 03:27 pm Comment from: Dreil

Hey MDN, you might want to remember that the multi-touch features of the MBA have now been put on the MBP as well

MW: one, as in, it's just not on one device anymore

Mar 14, 08 - 03:30 pm Comment from: Touch

Sooner than later, it will not be an option to have or not to have an iphone/ipod touch. With the coming native applications, this device will be a given need, as much as the PC is today. It already is! (people don't know it yet).

B U Y A A P L !!!!

You heard it here first! [removed]void(0);

Mar 14, 08 - 03:37 pm Comment from: Peter

Bigger than the PC?! Pfft! The iPhone is bigger than Jesus!

Mar 14, 08 - 03:41 pm Comment from: JAYGEE

I'm looking forward to getting an iPod Touch after June. Wish it had an external speaker though.

Mar 14, 08 - 03:45 pm Comment from: ChrissyOne

The iPhone and iPod Touch mean more to the technology industry than Jesus.

Mar 14, 08 - 03:47 pm Comment from: ChrissyOne

@ Peter

D'oh!

Okay, but the Ruttles are bigger than God.

Mar 14, 08 - 03:48 pm Comment from: confused_one

I might be a tad dense, but isn't the two finger operations on the last gen macbook pro and others technically multi-touch?

Mar 14, 08 - 03:55 pm Comment from: Perspective

Don't get me wrong. I really like Tim Bajarian. I respect him. He's a smart guy, sees Apple in a fair light and has always provided good and balanced perspective. And I like John Doerr too. I've read a ton of their reports over the years. Verbatim.

One word of caution about John: he's smart as hell. He's been one to bet on companies like Amazon, Google, Netscape and others when they needed VC support. That said, John is a VC, and he's not afraid of hyping things.

If you recall, at the height of the dot-bomb craze, John crowed that the Internet era of the late 90s "...was the greatest creation of wealth in the history of man." To which another wag quipped a few years later that the dot-bomb era produced "...the greatest destruction of capital in the history of man."

I have a feeling Doerr will be proven right. Just take things with a small grain of salt, as his blanket statements often make good press. You'll see your fair share of comments by pundits that are and will be the direct opposite of what Doerr said, and it's because they have vested interests of their own. (Doerr of course has a vested interest in seeing Kleiner Perkins' $100 million investment reap returns many times of that, hence his grandiose statement.) Others want to see Apple destroyed, and a competing system win, be it Windows, Google Android or the current status quo. You'll see attacks by the telcos who are afraid that all this will destroy their death grip over consumers, by Microsoft, which wants to own and control everything, and by relative newcomers like Google, who want to shove everyone aside.

It's a great and scary time, not unlike the wild west. But I hope that Apple's sweeping strategy will be the equivalent to the sheriff coming to town.

Thanks, Mr. Doerr. Thanks, Mr. Bajarian. Don't underestimate the power of venture capital.

Mar 14, 08 - 04:03 pm Comment from: Ampar

To John Gee:

It's a Zune Tang related joke. He usually signed off every post with "Suck on that, MAC dorks."

Mar 14, 08 - 04:15 pm Comment from: MidWest Mac

I'm in agreement with those who have said that there needs to be more in this new line of 'touch' products.

The iPhone has a ceiling because only a certain percentage of the population can even get decent AT&T;coverage.

The iPod touch takes care of the rest of us, but there's still something missing if this thing is to become a whole new platform. I think it's the 5 to 6 inch version that has more storage — perhaps its first incarnation having a hard disk rather than flash so that it can hold 80 or more gigs at a reasonable price point.

I'm not sure what to call this third thing, but i think the word "iPod" has too much of an entertainment ring to it. As an iPod, I can't picture large businesses or even schools moving to it in large numbers just because of the name.

Then again, the era of the iPod is still very young, and Apple can always change what people think an iPod is and should be — just as it has done since the days of a monochrome screen with no pictures of video.

This is going to be fun to watch . . .

Mar 14, 08 - 04:20 pm Comment from: Dallas

I haven't used the MBA much (other than a quick walk through an Apple store) but I don't see it's features as being Multi-touch. At least not any more so than my MB has. Sure you can do neat tricks like turn a photo, but how ground breaking is that anyways.

To me a the first Multi-Touch computer will be one that has multi-touch as its PRIMARY input, like the iPhone or the soon (or later) to be released Surface. The air has multi-touch as an afterthought.

Mar 14, 08 - 04:22 pm Comment from: dallas

That said, I think apple should have delivered a multi-touch tablet instead of the air. I don't see why they didn't.

Mar 14, 08 - 04:25 pm Comment from: dallas

Then again, I bet that I do know why they didn't release a multi-touch tablet. The capacitive detector would have to be 13 inches in diagonal and that would have probably priced it well out of range of 80% of the population.

Da*n money. You always screw over really good technology.

Mar 14, 08 - 04:45 pm Comment from: FreddyThePig

What's that thing that Spock always carried around with him? Make it say, 5x7, slap an "i" in front of the name and sell em like hotcakes.

Mar 14, 08 - 05:00 pm Comment from: larry

The SDK has some serious competition on the way.

It'll be fun to watch the sparks fly!

Mar 14, 08 - 05:08 pm Comment from: Ampar

"What's that thing that Spock always carried around with him?"

The tricorder.

http://en.wikipedia.org/wiki/Image:20071210-672_startrektosclassictricorder.jpg

Mar 14, 08 - 05:21 pm Comment from: Twenty Benson

Best not to lose sight of the potential for Microsoft (or new stalking company) to rip off the Apple iPhone idea, licence software to third-party, open-network, clunky $100 'iPhonski' clones along with a developer kit - all on the market within 6 months ... happened before.

Mar 14, 08 - 05:21 pm Comment from: FreddyThePig

Nah, that won't work, too geeky and trekky

Mar 14, 08 - 05:40 pm Comment from: treestman

Rather than always adding "and iPod touch", why not just say "iPhone OS" and be done with it?

Apple calls it, and refers to it, as the iPhone OS, and it applies to everything running that OS. If we don't pick up this nomenclature soon, we'll eventually be saying iPhone, and iPhone 3G, and iPhone nano, and iPod touch, and Mac tablet, and...

Mar 14, 08 - 05:47 pm Comment from: zek

@dallas: "That said, I think apple should have delivered a multi-touch tablet instead of the air. I don't see why they didn't."

I think it's because there is as yet no software for it. You couldn't just slap current OS X apps on there, and that's why the iPod Touch is so important (and the one with a cellphone cobbled onto it); they are there to bring about the needed development. It's also why we are seeing a lot of seemingly cosmetic changes to OS X, such as coverflow.

People will freak out if they're dropped in at the deep end, or just like the boiling frog, you need to warm the water gradually or it will jump out.

Mar 14, 08 - 05:47 pm Comment from: walk away Bill just walk away

Didn't AT&T;win the auction for the new freqs. from the FCC.... If so then I think you will see (Hear) AT&T;coverage problems slowly coming to an end

Mar 14, 08 - 05:47 pm Comment from: BiZarRo BaLlmEr

Good call MDN. Whenever the iPhone is mentioned it needs to be associated to the Touch. The average joe is confused between what will work on the Touch or the iPhone. Apple should nip this in the bud. The Touch should greatly outsell the phone.
I want a Touch but people keep thinking it has phone capabilities.
People are confused with the two products. Still haven't seen touch ads on TV.
Come on Apple,promote the Touch.

Remember the Nintendo touch ads?

Mar 14, 08 - 05:49 pm Comment from: BiZarRo BaLlmEr

Touch This

Mar 14, 08 - 06:07 pm Comment from: Ampar

"Still haven't seen touch ads on TV."

There have been two. But only one is on the Apple.com site:
http://www.apple.com/ipodtouch/ads/

Mar 14, 08 - 06:55 pm Comment from: Martin

i agree with John Doe !

Mar 14, 08 - 07:00 pm Comment from: Martin

Except that:

the iPhone is not broadband
it does not know where u are
it's not connected all the time
(especially if u are a third party developer)
it's not bigger than the personal computer (sry)

by the way, by "bigger than the PC" they mean the mac as well !

this site would be a lot better if u weren't so partial, the mac is better anyway, no need to exagerate.

Mar 14, 08 - 07:57 pm Comment from: Spark

It's a Zune Tang related joke. He usually signed off every post with "Suck on that, MAC dorks."

To expand on this as further explanation...
Zune Tang, in his spoofery, capitalizes MAC because so many Windows people mistakingly do just that (you see it all the time when they are busy bashing Apple on chat boards). They are so unfamiliar with the product that they are dumping on that they do not realize that Mac is short for Macintosh.

Mar 14, 08 - 11:53 pm Comment from: Joe Average cant tell an iphone from an asteroid

I dont like 'Average Joe'.
He is always getting things wrong, doesnt understand technology, isnt very good-looking, wears horrible clothes, drinks too much, smokes cigarettes, votes right-wing.

Why doesnt 'Average Joe' get hip?

And why is it always 'your' average joe?

Mar 15, 08 - 02:27 pm Comment from: john

Actually, Apple is secretly working on OLR as well before releasing a larger touch pad computing device. They are also secretly investing in barbershops. The device will have iChat with a camera built in, and, for those of us who dislike typing on smaller keyboards, the camera will optically recognize your words by reading your lips! This will serve as a two fold function: the first being to save time on input into your device, and the second being the increase in need for mustache trims! Apple will rule the world and it's barbershops

Mar 15, 08 - 02:38 pm Comment from: Jeff

Re:walk away Bill
No AT&T;did not just win the spectrum action for 700MHz, they purchased a pice of the 700 MHz spectrum for another company that had had acquired it in a previous action. But as we have seen from that action, the Government is slow to deliver on the space after it has been purchased (They are still waiting to get the 700MHz back from TV and keep giving extensions).

Mar 16, 08 - 12:05 pm Comment from: JackB

The touch has Inet only at hotspots while the iphone has it in many places but not nearly as many as Verizon-based data phones. When a new application appears that enables Dial-Up Internet (DUI) using the iphone modem for my Macbook I'll exchange the 1st handheld computer, My Treo, for an iphone. Better yet, Apple makes a Verizon version so that I can keep the cross-country and back-country connectivity.

Mar 17, 08 - 12:37 am Comment from: Road Warrior

Bigger than the PC, wow better get Zune Thang to quickly get on Microsoft to start making PCs so that they can catch up. Let's see, they are only about 20+ years behind.

I wonder, what would a MS PC be called, if they were to make one of course.

Mar 17, 08 - 04:21 am Comment from: twilightmoon

JackB,
There's no such thing as Verizon having better nationwide access. It's either in favor of ATT or its dead even. I believe it favors ATT slightly. The issue is that because our nation's cell networks are not compatible, there is an artificial barrier between each proprietary network creating irregular gaps in service that favor one carrier or another regionally. ATT has way better coverage in some areas, and Verizon has better coverage in others.

It sounds like you tend to go to the areas where Verizon is better, and that makes it a better choice for you right now. But you could just as easily spend time in areas heavily covered by ATT and feel the opposite.

The sad thing is that it matters at all, they should all work together and be on whatever the most popular global standard is so we don't get left behind.

Regardless of all this, Verizon has worse customer service, and doesn't have the iPhone.

Mar 17, 08 - 07:02 am Comment from: \ln

mac touch

mac pad

mac finger

no no no no

mac touch

yeh yeh yeh

peace

\ln

mdn key word was deep....

Mar 17, 08 - 11:31 am Comment from: MainMan

@Ampar
"The tricorder"

I'll by an iPhone when they program it to scan for vital signs.

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