AirPods

3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Oct 2, 2024 by Bret Taylor · said 39 times in 23 episodes since 2020 · across every show →

Mentions by year

brought up most by Harry Stebbings (10), Jason Lemkin (4), Paul Davison (3), Des Traynor (3), Cliff Weitzman (3), Alex Schultz (3), Jonathan Siddharth (2), Guillaume Moubeche (2)

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0352020202120222023202420252026episodes it came up in
001.32.52.552020202120222023202420252026episodesmentions per episode
2026 5 mentions in 3 episodes 2 per episode
2025 11 mentions in 5 episodes 2 per episode
2024 5 mentions in 4 episodes 1 per episode
2023 2 mentions in 2 episodes 1 per episode
2022 6 mentions in 4 episodes 2 per episode
2020 10 mentions in 5 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about AirPods, oldest first

Oct 2, 2024 bullish
Prediction Not checkable as stated
Taylor: Smartphones will remain the primary interface for conversational AI
“So in the short term, my intuition is that the combination of a smartphone with Ray-Ban glasses or AirPods or the like probably, you know, meaning you might need to look at your screen less than you do today. But my intuition is because of the prevalence of sm…”
Bret Taylor Oct 2, 2024 ▶ 52:17 Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
Dec 13, 2024 positive
Assertion Contradicted
Moubeche: Apple AirPods generate more revenue than any software company
“I love this graph where you see, like AirPods revenue versus any software company, and you see that just the AirPods are making, like, more revenue than any software currently on the market.”
Guillaume Moubeche Dec 13, 2024 ▶ 1:09:29 Guillaume Moubeche, lempire Founder: Bootsrapping to $30M ARR Through Content & Brand | E1238 · 20VC with Harry Stebbings
May 9, 2026 bullish
Assertion Contradicted
Weitzman: AirPods made more revenue than Spotify and audio competitors combined
“And by the way, AirPods made more money Then Spotify and almost every other audio company put together every single year for the last seven years.”
Cliff Weitzman May 9, 2026 ▶ 1:42:30 Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
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