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Apple

also referred to as: apples

includes Apple Watch, Apple Vision Pro, Apple II, Apple Intelligence, Apple Music, Apple Arcade, Apple Notes, Apple Pay, Apple Podcasts, Apple Design Awards, Apple Neural Engine, Apple TV and 27 more

152 statements across 112 episodes · 54 bullish · 57 bearish · 95 people on the record · first statement Jan 13, 2015 by Guy Kawasaki · said 1,020 times in 400 episodes since 2015 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (281), Rory O'Driscoll (21), Jeff Seibert (19), Jean-Denis Greze (13), Frank Quattrone (13), Amjad Masad (13), Luke Harries (11), Daniel Gross (11)

tap a year for its mentions
001003020060201520162017201820192020202120222023202420252026episodesmentions
03060201520162017201820192020202120222023202420252026episodes it came up in
00230460201520162017201820192020202120222023202420252026episodesmentions per episode
2026 169 mentions in 51 episodes 3 per episode
2025 139 mentions in 51 episodes 3 per episode
2024 157 mentions in 54 episodes 3 per episode
2023 179 mentions in 55 episodes 3 per episode
2022 71 mentions in 32 episodes 2 per episode
2021 24 mentions in 12 episodes 2 per episode
2020 61 mentions in 35 episodes 2 per episode
2019 24 mentions in 17 episodes 1 per episode
2018 42 mentions in 23 episodes 2 per episode
2017 69 mentions in 27 episodes 3 per episode
2016 65 mentions in 30 episodes 2 per episode
2015 20 mentions in 13 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Apple, oldest first

Jan 13, 2015 negative
Opinion
Kawasaki: Apple Mail feels designed for someone receiving ten emails daily
“When I use Apple Mail, it feels like somebody at Apple who gets 10 emails a day has designed it.”
Guy Kawasaki Jan 13, 2015 ▶ 12:35 20 VC 001: Guy Kawasaki of Apple, Motorola and AllTop.com
Jan 13, 2015 bullish
Opinion
Kawasaki: Apple changed more major industries than Google
“Yeah, no, I, I'm leaning towards Apple, and it's because Apple has made multiple changes, right? So they changed the face of computing, and they changed the face of phones, and then they invented the face of tablets, and you can't, you know, Google has definit…”
Guy Kawasaki Jan 13, 2015 ▶ 2:46 20 VC 001: Guy Kawasaki of Apple, Motorola and AllTop.com
Jan 18, 2015 neutral
Insight
Hornik: Big tech giants are slowly morphing into the same company
“I think that if you look at what Amazon is doing, what Google is doing, what Facebook is doing, they all are slowly but surely, and in many ways Apple, they're all slowly but surely morphing into the same company.”
David Hornik Jan 18, 2015 ▶ 21:15 20 VC 004: David Hornik on the Magic of Stanford and Startups
Jun 1, 2015 bullish
Opinion
Jason Calacanis: Smartphone supply chain advances are driving drone convergence
“Drones, three-D printing, and virtual reality and machine learning and the on-demand economy, these, like, sort of trends are all starting to merge and sort of build off each other, and really build off the back of smartphones, whether it's the sensors in the …”
Jason Calacanis Jun 1, 2015 ▶ 40:30 Jason Calacanis: The World's Greatest Angel Investor
Jun 18, 2015 bullish
Opinion
Chiu: Apple Watch is a success
“Success. I recently spoke with a realtor who has just bought an Apple Watch, and she was singing his praises on how he's changed her life, and making her less dependent on her phone, and leading to much better client interactions.”
Alan Chiu Jun 18, 2015 ▶ 19:18 20 VC 046: How VCs Evaluate Investment Opportunities with Alan Chiu, Partner @ XSeed Capital
Jul 1, 2015 bearish
Opinion
Lemkin predicts Apple Music will be a miss for Apple and Spotify
“I think that it's gonna be tough to really materially impact Spotify, and it's hard to have a material impact on Apple's bottom line, so no matter what, it's a miss.”
Jason Lemkin Jul 1, 2015 ▶ 19:17 20 VC 050: Starting, Building and Selling in SaaS with the King of SaaS, Jason Lemkin, Managing Director @ Storm Ventures
Jul 15, 2015 bearish
Prediction Held up
Pakman: Apple Music will reach only 30-50M paid subscribers in 2 years
“I think there'll be a sustainable long-term digital music streaming service, but I don't think they'll get much more than, you know, I'm thinking sort of 30 to fifty million paying subscribers over the next two years, so I think my prediction is that they'll f…”
David Pakman Jul 15, 2015 ▶ 16:55 20 VC 055: David Pakman @ Venrock on The Future Of The Music Industry
Jul 15, 2015 bearish
Insight
Independent Music Streaming Services Are Unviable Because Digital Music Is Commoditized
“I think, unfortunately, it's not a good time To be a independent provider of digital music, you know, to be a music service, because as I said, they're largely commoditized. Almost no one can make money in them. None of them are profitable. So the, you know, t…”
David Pakman Jul 15, 2015 ▶ 16:26 20 VC 055: David Pakman @ Venrock on The Future Of The Music Industry
Jan 11, 2016 negative
Assertion Supported
NYC tech ecosystem lacks a mega-scale anchor company
“The negative of what's happened here in the past seven years is you haven't seen the true emergence of a destination company, right? We have incredible companies that are building incredible foundations here. Some have went, went public already. Some will go p…”
David Tisch Jan 11, 2016 ▶ 5:03 20 VC: David Tisch @ Box Group on The Future of Consumer Mobile, Developing Pattern Recognition and FOMO
Jun 6, 2016 negative
Insight
Founder vision and instincts matter more than academic pedigree
“And I also, I've just never bought into this kind of elitist way of thinking about like where you went to school You know, where you work, you know, whether you work at Google or, you know, Apple or something, it's more of, you know, what's your idea? What, wh…”
Bijan Sabet Jun 6, 2016 ▶ 5:54 20VC: Spark's Bijan Sabet on Investing in Twitter, Tumblr and Foursquare & Why First Time Founders Are So Exciting
Jul 11, 2016 negative
Opinion
Wenger refuses to use an iPhone due to Apple's centralized gatekeeping
“My primary phone is, is not an Apple phone because I think that the idea that I could have a supercomputer in my pocket that's connected to the entire world through the internet, and in order to install software on it, I really have to go through a single comp…”
Albert Wenger Jul 11, 2016 ▶ 21:49 20VC: USV's Albert Wenger on Automation Replacing Humans, The Universal Basic Income and The Instalment & The Deployment Phase
Jul 13, 2016 bearish
Prediction Not checkable as stated
Big Tech Dominance Makes Creating New Consumer Web Unicorns Difficult
“We're now in a world where, you know, we're seeing really dominant market power, Google, Apple, Facebook, Amazon, you know, creating a new set of unicorns in the face of that market power is going to be very difficult, certainly in the consumer-facing web serv…”
Brad Burnham Jul 13, 2016 ▶ 14:04 20VC: USV's Brad Burnham on Co-Founding USV with Fred Wilson, What They Look For In Potential Partners & Whether We Are Entering a Period of Consolidation or Expansion
Jul 15, 2016
Assertion Supported
Kyle Hill: Unpaid caregiving reaches $470B annually, matching Apple's market cap
“Unpaid caregiving services is four hundred seventy billion dollars a year, which is roughly equal the value of Apple.”
Kyle Hill Jul 15, 2016 ▶ 20:51 20VC: Why Every Employee Should Re-Apply For Their Job Every Year & The Strategies To Prepare For A Successful Fundraise with Kyle Hill, Founder & CEO @ HomeHero
Aug 5, 2016
Disclosure
Athos founders rejected signed job offers at Apple to launch startup
“Chris and I had already signed job offers to join. I was going to join Apple. Chris was going to be joining analog devices. Idea was like, let's just like make some money and work on this on the side so that, you know, we can make a better prototype and figure…”
Dhananja Jayalath Aug 5, 2016 ▶ 6:30 20VC: Turning Down Apple & Getting Funded By Chamath @ Social Capital with Dhananja Jayalath, Co-Founder & CEO @ Athos
Aug 10, 2016 bullish
Disclosure
Automotive startup Pearl's 70-person team includes 53 former Apple employees
“I think there are 53 people from Apple, 70 total people now that, that built and managed and delivered iPhones, iPads, Apple Watch and iPods”
David Pakman Aug 10, 2016 ▶ 24:08 20VC: Dollar Shave Club's Series A & B Lead Investor, David Pakman on The Requirements For A Successful Subscription Business & Why A Lot of Investors Do Not Like Consumer
Aug 24, 2016 neutral
Disclosure
Chad Byers: Susa Ventures Avoids Investing Based on Brand Defensibility
“I think in our opinion, we'd rather see one of those other three than just a strong brand. So I think, you know, a good example of this is in the commerce space. There's some companies I think where their most defensible aspect is brand. There's examples of ma…”
Chad Byers Aug 24, 2016 ▶ 14:47 20VC: Why Raising A Fund Is Like Raising A $25m Seed Round with No Product & Why Not All LP Money Is Equal with Chad Byers, General Partner @ Susa Ventures
Aug 24, 2016 bullish
Prediction Didn’t hold up
Chad Byers Predicts Facebook or Amazon Will Hit $1 Trillion First
“So I think it's Facebook. You know, my second answer, although this is kind of cheating, would probably be Amazon. So Facebook or Amazon, I don't think it's Apple. I don't think it's Google. I think it's going to be one of those two.”
Chad Byers Aug 24, 2016 ▶ 21:25 20VC: Why Raising A Fund Is Like Raising A $25m Seed Round with No Product & Why Not All LP Money Is Equal with Chad Byers, General Partner @ Susa Ventures
Aug 26, 2016 positive
Assertion Supported
Apple asked Headspace to offer free SOS meditations on Apple Watch
“When Apple released the Apple watch, they came to us and asked us if we would consider putting our SOS meditations, you know, these short form two minute meditations for when you've, you're having some kind of crisis and just really need to sort of very quickl…”
Sean Brecker Aug 26, 2016 ▶ 13:20 20VC: Maximising Engagement and Retention on Mobile & Why There Should Always Be Availability To A Free Product with Sean Brecker, CEO @ Headspace
Oct 14, 2016 bullish
Insight
Uretsky: Massive business scale requires intersecting necessity with customer love
“Really what gave them this gigantic market cap of being the largest company in the world was the fact that they found this intersection of need and love, right? Everybody in the modern day world needs a cell phone. They made a product that is absolutely loved,…”
Moisey Uretsky Oct 14, 2016 ▶ 10:04 20VC: How You Can Learn To Be A Great Business Leader & Why All Successful Business Must Be Loved or Needed with Moisey Uretsky, Founder @ Digital Ocean
Oct 14, 2016 bearish
Prediction Held up
Uretsky: Apple will never match iPhone scale with another product category
“So when I read online about, you know, all of these different pundits talking about, you know, what's Apple's next big thing, my answer is there isn't one, because it has nothing to do with Apple. It has to do with the market. If you can't Find another thing t…”
Moisey Uretsky Oct 14, 2016 ▶ 10:20 20VC: How You Can Learn To Be A Great Business Leader & Why All Successful Business Must Be Loved or Needed with Moisey Uretsky, Founder @ Digital Ocean
Nov 11, 2016 neutral
Insight
Desai: Building massive startups requires VCs with sustained high risk tolerance
“If a founder's scope of ambition is to generate billions of dollars of revenues and indeed build the next Apple. Then it can be even more frustrating to partner with the VC who's more conservative and looking for predictable doubles or triples because hitting …”
Jay Desai Nov 11, 2016 ▶ 8:24 20VC: VC / Founder Fit with 3 Things Founders & VCs Must Agree Pre-Investment & Why Having No Company Budgets Creates Internal Entrepreneurs with Jay Desai, Founder & CEO @ PatientPing
Jan 16, 2017 bearish
Prediction Not checkable as stated
Chang: Data-poor AI startups will be acqui-hired by major tech incumbents
“If startups can't train on massive proprietary data sets, then they'll never get that advantage on their algorithms. And then they're really targeted for, you know, acqui-hire by Facebook, Amazon, Apple, Google, et cetera.”
Tim Chang Jan 16, 2017 ▶ 13:55 20VC: Why We Will See A Big Series B Crunch? Why Proprietary Data Pools & AI Talent Will Be The New Limited Natural Resources? Why Now Is The Closest Thing To A New Normal with Tim Chang, Managing Director @ Mayfield Fund
Mar 10, 2017 neutral
Opinion
Rachleff: Netflix, Google, and Apple lack network effects
“There's no network effect to Netflix. There's no network effect to Google. There's no network effect to a lot of the, to Apple products, but you love them, and if you love them, you're going to tell all of your friends about them, and that's what defines viral…”
Andy Rachleff Mar 10, 2017 ▶ 11:02 20VC: Wealthfront and Benchmark's Andy Rachleff on Why Delight Is The Greatest Form Of Virality, Why Competition Does Not Matter & What The Future Holds For Automated Personal Finance
Mar 13, 2017 neutral
Prediction Not checkable as stated
Grady: Big Tech will be the biggest beneficiary of the next platform shift
“In the next platform shift, that will also be true. The biggest beneficiary is likely to be Google or Facebook or Apple or Amazon.”
Pat Grady Mar 13, 2017 ▶ 14:16 20VC: Sequoia Partner, Pat Grady on Why Data Is The New Oil, Why We Will See The Return of The Apprenticeship Model in VC & The Defining Characteristics of The Next Generation of Great Software
Jun 12, 2017
Disclosure
Kevin Rose's free fasting app reached #1 and logged 700k fasts
“Yeah. So, you know, it was just a simple little free app and we were able to quickly kind of shoot up in the rankings inside of the app store for the word fasting. So now if you go into the app store and Apple and type in fasting, we're kind of the number one …”
Kevin Rose Jun 12, 2017 ▶ 17:16 20VC: Kevin Rose on Putting The Entire Fund Into Uber, The Future For Mobile & Whether Angels Should Have Super Pro-Rata Rights?
Jun 26, 2017 negative
Assertion Not checkable as stated
Levine: Consumer distribution is controlled entirely by Facebook, Apple, and Google
“And today, virtually all consumer distribution is controlled by only three companies, Facebook, Apple, and Google.”
Jeremy Levine Jun 26, 2017 ▶ 16:22 20VC: Bessemer's Jeremy Levine on Why We Are In A Fallow Period For Consumer, Why It Is Bogus That Operational VCs Can Add More Value & 2 Golden Rules To Always Tell Entrepreneurs Pre-Investment
Aug 30, 2017 bearish
Opinion
Cohen: Machine learning benefits tech giants, not early-stage AI startups
“Machine learning is a leveraged play on data, so So it's the Facebooks, the Apples, the Googles of the world that are getting the most benefit from it. It's not the early stage startups.”
Alina Cohen Aug 30, 2017 ▶ 13:48 20VC: Why AI Is More Artificial Than Intelligent, Why Engineering-centric Founders Are Able To Pivot Best & Why Startups Are Like Games with Alina Cohen, General Partner @ Initialized Capital
Oct 27, 2017 bullish
Prediction Not checkable as stated
Sideman: Apple's restrictive app review process is unsustainable
“I think that slowly but surely, they're going to be moving towards enabling more and more openness. You know, the fact that Apple still reviews every update by Every line of code is just horrendous in terms of facilitating development, and it's not sustainable…”
Adi Sideman Oct 27, 2017 ▶ 17:59 20VC: Why Decentralisation is Key For Digital Media Distribution, Why Gradual Decentralisation Is The Most Practical Approach and Why Incumbents Are The Biggest Barrier To The Rise of Crypto with Adi Sideman, Founder & CEO @ YouNow
Oct 27, 2017 negative
Opinion
Sideman: Apple and Google are the biggest barrier to crypto adoption
“It's the incumbents who control the centralized distribution channels today, like Apple and Google.”
Adi Sideman Oct 27, 2017 ▶ 17:47 20VC: Why Decentralisation is Key For Digital Media Distribution, Why Gradual Decentralisation Is The Most Practical Approach and Why Incumbents Are The Biggest Barrier To The Rise of Crypto with Adi Sideman, Founder & CEO @ YouNow
Oct 27, 2017 positive
Assertion Supported
Sideman: Apple ended its 30% cut on peer-to-peer user currency transfers
“Apple just changed their guidelines last month, so they don't take their 30% cut when a user passes currency to another user, and that's a big deal, and it was in reaction to feedback from consumers who want to do micropayments, and, you know, with cryptocurre…”
Adi Sideman Oct 27, 2017 ▶ 8:16 20VC: Why Decentralisation is Key For Digital Media Distribution, Why Gradual Decentralisation Is The Most Practical Approach and Why Incumbents Are The Biggest Barrier To The Rise of Crypto with Adi Sideman, Founder & CEO @ YouNow
Nov 22, 2017
Assertion Partly supported
Apple's M&A Strategy Focused Entirely on Talent Over Revenue Streams
“We were very much focused on finding great teams. It was never about acquiring revenue streams. It was finding great people who wanted to come to Cupertino.”
Chad Richard Nov 22, 2017 ▶ 5:13 20VC: Why Strategic Investing Is Slow Motion M&A, Why Valuation Is The Hardest Element of M&A & What Determines Between Cash vs Stock Deals with Chad Richard, SVP of Business & Corporate Development @ Yelp
Nov 22, 2017
Assertion Supported
Steve Jobs Had Product Leaders Run M&A to Prevent Deal Quotas
“Steve Jobs, who was still running the company at the time, had a pretty strong philosophy that if you have an M&A team who's being judged on how many deals a year they bring in, then you're going to be doing M&A just to do M&A. So what he did is he had the pro…”
Chad Richard Nov 22, 2017 ▶ 4:32 20VC: Why Strategic Investing Is Slow Motion M&A, Why Valuation Is The Hardest Element of M&A & What Determines Between Cash vs Stock Deals with Chad Richard, SVP of Business & Corporate Development @ Yelp
Mar 26, 2018
Assertion Supported
Loftus: Big Tech Buyer Softening Has Kept Startup Acquisition Prices Moderate
“So I haven't seen a ton of price increase, but I do think that's because in my view, even though you've seen new entrants into the market, There's been softening at the other end of the market from the Google, Facebook, Apple, Amazon end.”
James Loftus Mar 26, 2018 ▶ 10:10 20VC: How Great VCs Handle Themselves In An M&A Process, Why M&A Has Become The Primary Method of Exit & How The Best M&A Teams Operationalise Their Process with James Loftus, Corporate Development Lead @ Square
Jul 17, 2018 positive
Opinion
Gil: Google, Apple, and Amazon prove public companies stay innovative
“The most innovative companies in technology are actually the big public ones, right? I would argue that Google and Apple and, you know, Amazon are the most innovative companies in the world, and they do that as public companies.”
Elad Gil Jul 17, 2018 ▶ 38:44 20VC: Elad Gil's High Growth Handbook on The Commonalities of The Truly Great CEOs, How To Hire The Very Best Execs, Why Cash is A Defensible Moat Today & The Pros and Cons of M&A and IPOs
Sep 14, 2018
Insight
Lerman: History's Greatest Companies Are Built Organically Bottom-Up
“I will say that I think if you historically look back at the greatest companies in history, they typically have come from more of a grassroots organic type of feel like Microsoft or Apple or even IBM or going back to the Ford Motor Company, going back eons ago…”
Howard Lerman Sep 14, 2018 ▶ 5:03 20VC: Behind The Scenes of a $Bn IPO Process, What Startups Can Learn From Teddy Roosevelt's "Five Minute Meetings" and What John Lennon Teaches Founders About Storytelling with Howard Lerman, Founder & CEO @ Yext
Nov 5, 2018 positive
Assertion Not checkable as stated
Smartphone wars created the low-cost component supply chain for consumer IoT
“Because of the smartphone wars, the war between Apple and Samsung and Google and Nokia and Blackberry, a lot of the components that you find in a... Everyone was trying to get a low-cost camera, low-cost accelerometers, low-cost Bluetooth chips and Wi-Fi chips…”
Avidan Ross Nov 5, 2018 ▶ 8:31 20VC: Why The Engineer Will Replace The MBA As CEO, Why The Peace Dividends From The Autonomous Car Wars Will Generate More Value Outside of Transport & Why Old and Boring Industries Are The Most Exciting To Build In with Avidan Ross, Founding Partner @ R
Jan 17, 2020
Insight
Generational tech giants become distribution channels rather than relying on them
“Yeah, honestly, the biggest and best companies ever, you know, generational businesses today, the Cisco's, Facebook's, Apple's, Amazon's of the world, they don't rely on those channels very much. Like, in fact, they do become those channels.”
Sumit Gajri Jan 17, 2020 ▶ 28:04 20VC: Portfolio Construction, Optimising SPVs, Opportunity Investing "Between Rounds", Being Distribution-Centric Over Product-Centric and Capital Concentration Within Funds With Sumeet Gajri, Chief Strategy Officer @ Carta
Feb 14, 2020 positive
Disclosure
DuckDuckGo applies Apple's Directly Responsible Individual framework to every task
“We kind of stole that concept from Apple, this directly responsible individual, but we have gone into it a hundred percent. So everything has an owner from the top objective down to the little task.”
Gabriel Weinberg Feb 14, 2020 ▶ 22:10 20VC: How Founders Should Think Through Distribution and Customer Acquisition Today, The Challenges of the Digital Advertising Duopoly Currently & How To Structure Company Post Mortems Effectively with Gabriel Weinberg, Founder & CEO @ DuckDuckGo
Feb 21, 2020 neutral
Assertion Supported
Shear: Apple requires high-fidelity demos to secure internal project funding
“The way you pitch for resources for a new Apple product. A lot of the time is a full fidelity demo. And you actually make a full touch and feel high fidelity demo of the experience that the customer is going to have. And then the vice president of the area who…”
Emmett Shear Feb 21, 2020 ▶ 20:43 20VC: Twitch Founder & CEO Emmett Shear on When To Persist vs When To Give Up For Entrepreneurs, The Fundamental Tension When Scaling Orgs and How To Optimise Them & How The Role of CEO Fundamentally Changes with Scale
Apr 14, 2020 negative
Assertion Supported
DHH: Zoom's Hidden Web Server Forced Apple to Issue Emergency Patch
“All the shit that they've done that's kind of on the sly, whether it was last year when they installed this uninstallable web server, just because they wanted to save a click, right? And then Apple all of a sudden had to release this emergency fix to remove th…”
David Heinemeier Hansson Apr 14, 2020 ▶ 45:00 20VC: Basecamp Founder David Heinemeier Hansson on Why It Is The Biggest BS To Chase Being A Unicorn, His Relationship to Wealth and Status and Why Now More Than Ever It Is A Myth Entrepreneurs Have To Raise VC
May 1, 2020 positive
Assertion Not checkable as stated
Creative Selection Accurately Depicts Steve Jobs' Apple Product Design Process
“Ken Kosienda's book, Creative Selection, I think it came out a couple years ago or so. My time I spent at Apple actually overlaps with the period he covers in the book, and the book is stunningly accurate in how it portrays how Apple designed and shipped produ…”
Jeff Seibert May 1, 2020 ▶ 27:23 20VC: Framework For Hiring The Best Talent 100% Remotely, Raising $32M From Benchmark and GV Pre-Launch and How To Think Through Capital Efficiency and Runway Today with Jeff Seibert and Wayne Chang, Co-Founders @ Digits
May 18, 2020 positive
Assertion Not checkable as stated
Helmer: The specific economic powers behind Apple, Amazon, Google, and Netflix
“So Facebook, obviously, network economies. Apple is, they're a variety. Brand switching costs, scale. Amazon is primarily scale. Netflix is primarily scale. Google is probably network economies.”
Hamilton Helmer May 18, 2020 ▶ 31:06 20VC: 7 Powers: The Foundations of Business Strategy: Deconstructing Economies of Scale, How To Assess True Market Size, Assessing Risk vs Uncertainty, What "Brand As Power" Really Means with Hamilton Helmer, Managing Partner and Chief Investment Offi
Sep 25, 2020 negative
Assertion Supported
Apple's original iPhone YouTube app only supported half of YouTube's content
“Apple built the first YouTube app on the iPhone, and they just kept doing it. They kept building the YouTube app, so we actually didn't control the YouTube experience on the iPhone, and over time, it had just fallen out of date. Apple developers couldn't keep …”
Shishir Mehrotra Sep 25, 2020 ▶ 17:09 20VC: The 4 Phases of Effective Decision-Making, The No 1 Quality of Good Decisions, How To Approach Effective OKR Setting, & How To Optimise and Improve Your Operating Cadence with Shishir Mehrotra, Founder & CEO @ Coda
Mar 22, 2021 positive
Disclosure
Fried holds index funds and Apple stock at a $2 cost basis
“My personal trading portfolio is like boring index funds, like S and P 500 in NASDAQ, the Dow, that kind of stuff. I've owned Apple for many years, split-adjusted down to, like, two dollars, so I've done quite well on Apple over the years.”
Jason Fried Mar 22, 2021 ▶ 9:23 20VC: Basecamp CEO Jason Fried on His Relationship To Risk, Money, Vulnerability and Self-Doubt, Fantasising About Being Fired, How To Optimise Decision-Making and Minimising Regret
Jan 21, 2022
What-if
Partovi believes Apple's iLike acquisition would have succeeded if he remained passive
“I keep thinking back that if I had just done nothing, things would probably have been fine.”
Ali Partovi Jan 21, 2022 ▶ 19:51 20VC: How I Lost a $125M Deal with Yahoo by Being Too Honest, The M&A Meeting with Steve Jobs That Did Not Go Well and How U2's Bono Saved The Day For One Tech Startup with Ali Partovi, CEO @ Neo
Jan 21, 2022
Assertion Supported
Steve Jobs offered to acquire iLike for $50 million in 2008
“Basically, we had raised money two years earlier for fifty million dollars, and he offered to acquire the company Four or fifty million dollars, so basically no change in valuation since our pre-launch, you know, fundraise,”
Ali Partovi Jan 21, 2022 ▶ 20:13 20VC: How I Lost a $125M Deal with Yahoo by Being Too Honest, The M&A Meeting with Steve Jobs That Did Not Go Well and How U2's Bono Saved The Day For One Tech Startup with Ali Partovi, CEO @ Neo
Feb 11, 2022 positive
Disclosure
Levie: Box centralizes software design like Apple while keeping engineering autonomous
“So for design, as an example, we probably more have the Apple ethos. So our software design is extremely centralized and that ensures that everything we put out in the market, we believe is going to have the same look and feel the same great user experience. C…”
Aaron Levie Feb 11, 2022 ▶ 18:39 20VC: Box's Aaron Levie on Why Founders Cannot Hedge Their Bets, The 2 Categories of Wrong Decision and How To Avoid Them & The Biggest Dangers of Being Over-Funded as a Startup
Mar 1, 2022 positive
Disclosure
Sahil Bloom reveals Apple CEO Tim Cook is a financial backer
“He's become an amazing mentor. He's a backer of mine has taught me a lot”
Sahil Bloom Mar 1, 2022 ▶ 24:46 How I Built a Twitter Audience of 500K+ in 18 Months | Sahil Bloom Full Interview · 20VC with Harry Stebbings
Apr 8, 2022 negative
Opinion
Liaw: Regulatory fear has chilled M&A for Meta, Google, Amazon, and Apple
“I think that probably the bigger challenge is for a lot of the biggest mega cap tech companies, fear of regulation and regulatory authority intervention is probably causing a lot of them to say, this is probably not worth our time, right? So it's kind of a fun…”
Eric Liaw Apr 8, 2022 ▶ 11:53 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Jun 6, 2022 neutral
Assertion Partly supported
Fadell: iPod wasn't a successful business until its third generation
“The iPod Was a critical success, but it didn't really turn into a successful business till the third generation. And the reason being was it didn't work with Windows based PCs. It only worked with Macs, which were a fraction of the market, less than a percent,…”
Tony Fadell Jun 6, 2022 ▶ 36:10 Tony Fadell: Product Marketing Lessons I Learned from Steve Jobs | 20VC #884 · 20VC with Harry Stebbings
Jun 6, 2022 neutral
Assertion Supported
Fadell: Apple scrapped two and a half iPhone versions before shipping
“That was what we did on the iPhone. We had two and a half versions really of the iPhone before it shipped, because we kept revving it, getting to a certain point, throwing it away, trying again, getting a certain point, throwing it away because we make constra…”
Tony Fadell Jun 6, 2022 ▶ 44:05 Tony Fadell: Product Marketing Lessons I Learned from Steve Jobs | 20VC #884 · 20VC with Harry Stebbings
Jun 6, 2022 negative
Assertion Supported
Fadell: iPod's original strategy was driving Mac sales, which failed
“We're going to sell the iPod. It's going to be so awesome that people will buy Macs so they could use their iPod. We're going to sell more Macs because they're going to need to buy one to use an iPod that they're going to have to have. Well, guess what? The fi…”
Tony Fadell Jun 6, 2022 ▶ 36:40 Tony Fadell: Product Marketing Lessons I Learned from Steve Jobs | 20VC #884 · 20VC with Harry Stebbings
Jul 29, 2022 positive
Assertion Supported
Lanzone: Ask Jeeves was called the 'Apple of search' during turnaround
“We were later called the apple of search, believe it or not, by people in the search industry and just being really proud of that turnaround and what we were able to accomplish there.”
Jim Lanzone Jul 29, 2022 ▶ 4:33 Yahoo CEO Jim Lanzone: The Yahoo Turnaround Plan | 20VC #911 · 20VC with Harry Stebbings
Oct 18, 2022 negative
Assertion Supported
Steve Jobs told Dropbox it was 'a feature, not a product' in 2009
“He was like, well, you guys are a feature, not a product. And now we're gonna have to like compete with you and kill you and you don't have distribution and dah, dah, dah, dah, dah.”
Drew Houston Oct 18, 2022 ▶ 49:04 Dropbox CEO Drew Houston: How to Pick a Co-Founder; Steve Jobs' Attempt to Buy Dropbox | 20VC #938 · 20VC with Harry Stebbings
Oct 25, 2022 positive
Assertion Partly supported
Bill Campbell coached Steve Jobs and Google founders simultaneously
“They call them the coach, the trillion dollar coach, because he would, as you know, coach Steve Jobs, who no one in the world thought was coachable, and then he would coach Larry Page and Eric Schmidt and Sergey at Google on two of the most important companies…”
Emil Michael Oct 25, 2022 ▶ 3:22 Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
Nov 9, 2022
Assertion Partly supported
Hugo Barra: Lobby 7's technology powered Apple's early Siri assistant
“Our company ran out of money, and we ended up getting, you know, actually hired by a big software company called Nuance, which was actually good because it actually gave us the runway to build and prove that vision that we had, and in the end our tech became t…”
Hugo Barra Nov 9, 2022 ▶ 2:39 Hugo Barra: How I Built Hardware for Android, Xiaomi, and Oculus | 20VC #947 · 20VC with Harry Stebbings
Nov 9, 2022 positive
Assertion Partly supported
Eric Schmidt used Apple board seat to prepare Google for mobile
“Now, back then, and this is kind of incredible, Google CEO Eric Schmidt sat on Apple's board of directors, which is a crazy thing to think these days, and it was basically like having a crystal ball. You know, Eric knew that over multiple generations, you know…”
Hugo Barra Nov 9, 2022 ▶ 3:26 Hugo Barra: How I Built Hardware for Android, Xiaomi, and Oculus | 20VC #947 · 20VC with Harry Stebbings
Dec 7, 2022 bullish
Insight
Empowered engineers are foundational to top tech companies like Tesla and Apple
“There is nothing more than, more important than empowered engineers. And if you look, you know, if you look at companies like Tesla, SpaceX, Google, Amazon, Stripe, Apple, that's the foundation of every one of those companies, empowered engineers.”
Marty Cagan Dec 7, 2022 ▶ 53:02 Marty Cagan: Product Lessons from Steve Jobs and Elon Musk; Why do we idolize engineers? | 20VC #957 · 20VC with Harry Stebbings
Mar 8, 2023 negative
Insight
Coates: Bottom-up management destroys product cohesion across multi-product software suites
“The problem with power to the edges and bottoms up decision making Is that the value of a product like Shopify, or the value of, not even a product, like a product suite, like, because Shopify has many products, right? And look at Apple, right? Like Apple is l…”
Glen Coates Mar 8, 2023 ▶ 28:48 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Mar 8, 2023 positive
Insight
Coates: Platform ecosystems fail if third-party apps cannot match first-party quality
“One is you need you need an app platform that allows apps to be built that are of equal quality to the core features of the platform. That is absolutely critical. And like, look at iOS. IOS is like a great example of this. Like when I open up a first party app…”
Glen Coates Mar 8, 2023 ▶ 20:53 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Mar 15, 2023 negative
Insight
Full Marketing Channel Attribution and Consistent CAC Metrics Are Impossible
“I agree. I think it's bullshit. I think it's a really, as, like, a, the expectation that it's going to be a consistent metric across channels, and having, like, a full view of everything that could be included in that is, is impossible. Like, it's not, Unlikel…”
Adam Grenier Mar 15, 2023 ▶ 55:24 Adam Grenier: The Inside Story to Uber’s Hypergrowth; How We Spent $1B/mo in China | E989 · 20VC with Harry Stebbings
Apr 28, 2023 negative
Opinion
Guo: Google, Amazon, and Apple are not leading the AI race
“I think you'd be hard pressed to say that, like, Google or Amazon or Apple is, like, leading the field here.”
Sarah Guo Apr 28, 2023 ▶ 25:13 Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
Apr 28, 2023 bearish
Prediction Not checkable as stated
Guo: Amazon and Apple must invest heavily to catch up in AI
“I think that Amazon and Apple will have to make more investments over time in these technologies than, like, they don't have labs doing cutting edge work when, like, They have the skill to support them.”
Sarah Guo Apr 28, 2023 ▶ 25:29 Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
May 17, 2023 bearish
Opinion
Mostaque: Apple's Siri voice assistant is crap
“And so they could surprise us all, but let's face it, Siri's crap, you know?”
Emad Mostaque May 17, 2023 ▶ 1:03:55 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
May 17, 2023 neutral
Prediction Open · timeframe May 2028
Mostaque: Only five or six foundation model companies will survive
“I think that there's only going to be five or six foundation model companies in the world in three years, five years. ... I think it's going to be us, NVIDIA Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.”
Emad Mostaque May 17, 2023 ▶ 45:46 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
May 24, 2023 neutral
Insight
Podjarny: Apple categorizes talent into foundational rock stars and high-growth superstars
“Apple has the whole rock star versus superstar approach, right? It sort of talks about some people want to be rock stars. They want to be, you know, amazing at one thing, and they want to get better and better at it. They're your rocks. They're sort of your fo…”
Guy Podjarny May 24, 2023 ▶ 10:03 Guy Podjarney: $7.4B Startup Founder; How to Analyse Market Size; Good vs Great Messaging | E1018 · 20VC with Harry Stebbings
Jun 30, 2023 negative
Opinion
Douwe Kiela: Apple has failed to produce interesting AI innovations
“So far I haven't really seen a lot of interesting things coming out of Apple.”
Douwe Kiela Jun 30, 2023 ▶ 46:04 Douwe Kiela: Why Data Size Matters More Than Model Size; Why Open Source Isn't Going to Win | E1032 · 20VC with Harry Stebbings
Jul 31, 2023
Assertion Partly supported
Claure: Pitching Steve Jobs Created the Mobile Phone Trade-In Model
“So back then, I used to own Brightstar. And I had an idea of how could Apple actually double their sales. And after many emails to Steve Jobs, which he wrote me back, no interest. One day he got tired of everybody pinging him that he had to meet me. So he agre…”
Marcelo Claure Jul 31, 2023 ▶ 59:20 Marcelo Claure & Shu Nyatta: LATAM's New $500M Growth Fund; Investing Billions at SoftBank | E1042 · 20VC with Harry Stebbings
Sep 13, 2023 negative
Assertion Not checkable as stated
Dash: Apple Privacy Changes Made Buying Massive App Growth Much Tougher
“I think the targeting capabilities after what Apple has done has gotten reduced dramatically, so I think it would be much tougher, but If you spend that much money, maybe it's possible.”
Suchit Dash Sep 13, 2023 ▶ 39:24 Suchit Dash: Scaling Dubsmash to 43M Users, Battling TikTok & Joining Reddit | E1060 · 20VC with Harry Stebbings
Sep 27, 2023 bullish
Prediction Not checkable as stated
Lanng: Counting Apple out of the AI race is a major mistake
“And I think, by the way, everybody will be making a mix, make a big mistake if they count Apple out of the AI race. They're gonna come With a hundred miles an hour, I mean, they come in, it would be really, really good.”
Christian Lanng Sep 27, 2023 ▶ 54:15 Christian Lanng: "How Being a Founder Almost Killed Me" | E1065 · 20VC with Harry Stebbings
Oct 6, 2023 positive
Opinion
Rauch: Apple succeeds by ignoring trends and picking battles
“Like this is something that Apple does remarkably well because they don't react to every trend that emerges. They pick their battles.”
Guillermo Rauch Oct 6, 2023 ▶ 31:16 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 negative
Disclosure
Rauch: Overweighting big-tech resume credentials was a past hiring mistake
“Sometimes I've placed more weight than I should have on this stellar linked list of awesome brands that you worked at. I did X at, let's just name random companies for the sake of it. Apple, Google, Amazon Netflix. And you look at that and you're like, well, f…”
Guillermo Rauch Oct 6, 2023 ▶ 21:26 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 23, 2023 positive
Insight
Rouif: App store global distribution enables lean teams without sales staff
“I think there is the App Store story, which is a big part of it. Like, so Apple and Google, like, the App Store and mobile, they're giving you distribution. Yes, they take, like, a cut of it, but Basically, it means they offer, like, a worldwide distribution t…”
Matthieu Rouif Oct 23, 2023 ▶ 11:31 Matthieu Rouif: The Story of PhotoRoom, Is This YC’s Most Capital Efficient Company? | E1074 · 20VC with Harry Stebbings
Nov 15, 2023 positive
Insight
Traynor: AI intent-routing will give Apple Google-like dominance over app distribution
“If they become this really nice intermediary layer where you're You don't even pick the app you launch because that is a form of user selection we don't even want in our lives. You just say the thing you want to happen and leave it to Apple to work out what sh…”
Des Traynor Nov 15, 2023 ▶ 46:48 Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
Nov 15, 2023 negative
Opinion
Traynor: Apple will reject paid search monetization in voice assistants
“I think Apple will say absolutely no way. You know, that's not their shtick, right? Like, as in Apple have never been, Apple are always customer first.”
Des Traynor Nov 15, 2023 ▶ 47:25 Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
Nov 20, 2023
Insight
Franceschetti: Startups overthink pricing changes and overestimate their brand reach
“A hundred percent disagree. I think we overthink because the whole point is you're a startup. How many people really know your brand? Even if you're big, if you're growing well, you know, you're not Apple, right? And so don't fool yourself thinking that you ar…”
Matteo Franceschetti Nov 20, 2023 ▶ 45:22 Matteo Franceschetti: The Ultimate Hiring Playbook: Five Questions to Ask Every New Hire | E1084 · 20VC with Harry Stebbings
Nov 20, 2023 bullish
Insight
Franceschetti: Hardware works if you want to build trillion-dollar companies
“So if you want to build trillion dollar businesses, hardware works.”
Matteo Franceschetti Nov 20, 2023 ▶ 5:33 Matteo Franceschetti: The Ultimate Hiring Playbook: Five Questions to Ask Every New Hire | E1084 · 20VC with Harry Stebbings
Nov 22, 2023 positive
Prediction Open · timeframe Nov 2028
Seibert: Open-source LLMs will become the 'Android' to OpenAI's 'Apple'
“So the closed may win in terms of having the most advanced model, but I think the Apple versus Android comparison is exactly accurate. So you're going to have something proprietary that might be best because it can be fully vertically integrated. They have, th…”
Jeff Seibert Nov 22, 2023 ▶ 22:21 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Nov 22, 2023 positive
Assertion Not checkable as stated
Seibert: Apple Silicon prioritizes energy efficiency over pure compute power
“And look at Apple Silicon, right? They've done an amazing job. Like, yes, they're fast, but instead of pushing the bounds on pure compute, they're pushing the bounds on energy efficiency, which for Apple's use case is critical.”
Jeff Seibert Nov 22, 2023 ▶ 25:19 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Nov 22, 2023 bullish
Prediction Not checkable as stated
Seibert: Apple's custom silicon provides a massive advantage for on-device AI
“What very few people I think are paying attention to is Apple, because again, they control the silicon. Imagine they're able to pioneer small models that run on device, and then they do custom silicon to make them run. The performance could be outlandish.”
Jeff Seibert Nov 22, 2023 ▶ 0:12 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Nov 22, 2023 bearish
Opinion
Seibert: Apple was caught flat-footed on AI and is way behind
“Apple was caught flat footed for sure. They're way behind at the moment”
Jeff Seibert Nov 22, 2023 ▶ 29:05 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Nov 22, 2023 bearish
Prediction Not checkable as stated
Seibert: On-device Apple LLMs could make OpenAI obsolete within five years
“I bet Apple can and will. And so if you project forward five years, if they get to the point where they can run a sufficiently large LLM on your iPhone, then OpenAI is out of the picture. You don't even need to hit their servers. It's just on your phone.”
Jeff Seibert Nov 22, 2023 ▶ 29:40 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Nov 24, 2023 bearish
Prediction Didn’t hold up
Mostaque: Only 5 or 6 foundation model companies will exist in 3-5 years
“I think that there's only going to be five or six foundation model companies in the world in three years, five years. I think it's going to be us, Nvidia, Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.”
Emad Mostaque Nov 24, 2023 ▶ 0:55 The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
Nov 24, 2023 bearish
Prediction Held up
Seibert: On-device iPhone LLMs will make OpenAI obsolete within five years
“I bet Apple can and will, and so if you project forward five years, if they get to the point where they can run a sufficiently large LLM on your iPhone, then OpenAI is out of the picture. Don't even need to hit their servers. It's just on your phone.”
Jeff Seibert Nov 24, 2023 ▶ 23:48 The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
Nov 24, 2023 bullish
Prediction Not checkable as stated
Traynor: Action-capable Siri will transform desktop and iOS interaction models
“I think what they'll win is this idea of Siri might finally become useful. Siri is currently not useful because it doesn't really have enough smarts, but I think when Siri can be as conversational as ChatGPT and can take actions on the device, it'll change the…”
Des Traynor Nov 24, 2023 ▶ 22:50 The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
Nov 27, 2023 positive
Assertion Not checkable as stated
Keith Rabois claims Amazon and Apple scaled to 10,000 workers without regressing
“Both Amazon and Apple were able to scale to Call at least 10,000 employees without regressing.”
Keith Rabois Nov 27, 2023 ▶ 28:24 Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
Nov 27, 2023 neutral
Insight
Rabois: Practices that work at Apple cannot work at Google
“Like, nothing that works at Apple would work at Google. Like, everything Google does is completely antithesis of Apple, and so that's why you have to have, like, a philosophy that accommodates successful examples, and then you apply that philosophy to what you…”
Keith Rabois Nov 27, 2023 ▶ 52:55 Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
Dec 20, 2023 bullish
Assertion Partly supported
Söderström: Spotify's streaming business model took Apple eight years to copy
“I think for Spotify, for example, when we started, it was the business model of streaming. That was the disruptive thing. The technology was you know, a bit of peer to peer and stuff, but it was a business model that took Apple eight years of collateral damage…”
Gustav Söderström Dec 20, 2023 ▶ 38:13 Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
Jan 10, 2024 bearish
Prediction Held up
Sim: Apple edge AI developments will not generate meaningful revenue in 2024
“My short would probably be, I mean, just what everyone's looking at now is just Apple right now. I think Apple, You know, you've got an iPhone growth issue over there at Apple, but the one thing that gets me excited about Apple is the idea of machine learning …”
Ed Sim Jan 10, 2024 ▶ 1:07:00 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Mar 1, 2024 positive
Assertion Supported
Quattrone: Netscape's 1995 IPO was Morgan Stanley's biggest since Apple in 1980
“And there were a couple of phases to this, you know, Netscape, Netscape came public in 1995. And it was literally the most popular IPO at Morgan Stanley since Apple in 1980.”
Frank Quattrone Mar 1, 2024 ▶ 12:19 Frank Quattrone: Lessons from 650 M&A Deals Worth Over $1TRN & Taking Amazon and Cisco Public| E1121 · 20VC with Harry Stebbings
Apr 8, 2024 bearish
Opinion
Lehmann: Apple Vision Pro is a product in search of a market
“On the Vision, as it is, how it is today? I, short. I think it's a product in search of a market.”
Bastian Lehmann Apr 8, 2024 ▶ 54:19 Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
Apr 8, 2024 bearish
Prediction Not checkable as stated
Lehmann: Apple Vision Pro will have record high returns and fail
“This will be the first product for Apple where they have more returns than they have on any other metric You. You can plot the graph, and it's since Steve Jobs came back, this is probably the first thing that is a turd.”
Bastian Lehmann Apr 8, 2024 ▶ 58:38 Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
Apr 8, 2024 negative
Opinion
Lehmann: Apple is caught in the inventor's dilemma over AI
“I believe that AI happened too fast and Apple is caught in sort of the inventor's dilemma here.”
Bastian Lehmann Apr 8, 2024 ▶ 52:56 Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
Apr 10, 2024 neutral
Assertion Contradicted
Ryan: Apple Raised Only $9 Million in Its IPO
“When Apple went public, when they went public, they raised nine million dollars in the IPO.”
Kevin Ryan Apr 10, 2024 ▶ 50:18 Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
May 22, 2024 bullish
Opinion
Levie: AI poses no threat to Apple and reinforces platform dominance
“I don't think Apple is, is immediately threatened, threatened by AI. It literally, most of my AI usage is on an Apple product that I have often paid money to Apple to be able to use. So, so like, if I, so like, just like on the most immediate basis, all of my …”
Aaron Levie May 22, 2024 ▶ 52:04 Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
Jun 17, 2024 neutral
Disclosure
Danny Rimer: Apple hitting $1T re-calibrated his ceiling for scale
“I mean, you know, honestly, I hadn't really thought about companies being worth multiple trillions until, until Apple hit that trillion number.”
Danny Rimer Jun 17, 2024 ▶ 21:42 Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings
Jun 17, 2024
Insight
Danny Rimer: Apple and Airbnb are rare exceptions in product-driven marketing
“Most companies that have been successful, be they enterprise or consumer in the tech space, The marketing has been a byproduct of a great product or service. Really, the exception to the rule would be Apple, and probably Airbnb, and I'm, and I scratch my head …”
Danny Rimer Jun 17, 2024 ▶ 34:07 Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings
Jun 17, 2024 positive
Opinion
Danny Rimer: Rolex is a much better business than Apple
“Rolex actually sells more from a profit standpoint. Rolex and used Rolexes are a much better business than Apple.”
Danny Rimer Jun 17, 2024 ▶ 32:29 Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings
Jun 24, 2024 bullish
Prediction Not checkable as stated
Luan: Apple will dominate private on-device AI running at the edge
“And so I think as a result, I think Apple is just going to completely crush at everything that looks like something that's really private, something that's fine-tuned on your own particular data, but doesn't require massive reasoning capability. And that will …”
David Luan Jun 24, 2024 ▶ 29:49 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Sep 20, 2024 bullish
Prediction Not checkable as stated
Carter: Apple and Google will lower App Store fees within 10 years
“I do think that there may be some factors over the next 10 years that start to make this a little bit easier. For example, 15 to 30% app store fees. I think Google and Apple are under increasing pressure to lower the average app store fee, at least in certain …”
Phil Carter Sep 20, 2024 ▶ 40:42 Phil Carter: Growth Loops, CAC + LTV Benchmarks, Pricing, Discounts, Paywalls... | E1204 · 20VC with Harry Stebbings
Sep 23, 2024 bullish
Prediction Open · timeframe Sep 2029
Gurski: Five or more $10B+ consumer subscription companies will exist by 2029
“I think we will have them because this business model is growing, and you might just check numbers of Apple, and you may see that Apple got from consumer subscription in 2017 and five billion, and it's projected that we'll get maybe one hundred billion or so n…”
Dmitry Gurski Sep 23, 2024 ▶ 54:42 Dmitry Gurski: From Potato Farm to $200M in Revenue: The Never-Before-Told Story of Flo Health|E1205 · 20VC with Harry Stebbings
Oct 11, 2024 negative
Opinion
McCabe: Tech startups have no structural defensibility or moats
“There is no such thing. Yeah, there's no such thing. Even Apple don't have it.”
Eoghan McCabe Oct 11, 2024 ▶ 18:48 Eoghan McCabe, CEO @Intercom: Freedom of Speech, Censorship and Government Control | E1213 · 20VC with Harry Stebbings
Nov 15, 2024 bearish
Opinion
Malik: Apple privacy changes killed Meta ads as a core scaling channel
“I mean, I think especially with all the latest Apple changes, I don't know how anyone is going to make Instagram or Facebook ads efficiently work at scale as like a core growth channel.”
Raman Malik Nov 15, 2024 ▶ 54:25 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 27, 2024
Assertion Partly supported
Hommels: US heart disease spending rivals Apple's total global revenue
“That the pay, the sum of what the US spends on heart diseases and medication, all that kind of stuff in the US is, is in the vicinity of Apple's revenue worldwide.”
Klaus Hommels Nov 27, 2024 ▶ 1:10:21 Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
Dec 2, 2024 positive
Opinion
Storonsky: Apple is a huge monopoly that avoids regulatory scrutiny
“I think they build Cool products. They built cool brand, and they managed to stay outside of scrutiny, right? Because they produce so much money. They're huge monopoly. They charge a lot. And they're still a, they kind of great company, right?”
Nik Storonsky Dec 2, 2024 ▶ 43:55 Nik Storonsky, Revolut Founder: What Revolut Needs to Do to Hit $100BN Valuation | E1233 · 20VC with Harry Stebbings
Dec 4, 2024 positive
Assertion Supported
Arison: Ads represent 15% of Grindr revenue without app store fees
“Ads are about 15% of our revenue in, in total, but obviously on a margin basis, they're even higher percentage, because it's a very profitable part of the business, and we don't have to pay the Apple and Google taxes on that revenue.”
George Arison Dec 4, 2024 ▶ 36:43 George Arison, Grindr CEO: How Grindr Built a Free Flow Cash Machine | E1234 · 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
Jan 13, 2025 negative
Opinion
Pishevar: Firing Kalanick from Uber was tech's worst mistake since Jobs
“And so they got two, two of the greatest minds in Silicon Valley were taken out of the company. This is the greatest value destruction that's happened since firing Steve Jobs at Apple. And it was a massive mistake.”
Shervin Pishevar Jan 13, 2025 ▶ 48:12 Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
Feb 24, 2025 neutral
Assertion Contradicted
Morin: Apple purchased 100,000 Trainium AI chips from Amazon
“Let's take Amazon, for instance, with Tranium. Apple just came and said, Hey, we're going to buy a 100,000 of them.”
Steeve Morin Feb 24, 2025 ▶ 40:30 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
Mar 5, 2025
Insight
Osika: Say no to most features to maintain Apple-like quality
“You should say no to as many things as possible and make it more of like an apple feeling. The things you do them superb.”
Anton Osika Mar 5, 2025 ▶ 2:24 Anton Osika, Co-Founder and CEO @ Lovable: Hitting 85% Day 30 Retention - Better than ChatGPT · 20VC with Harry Stebbings
Mar 28, 2025 negative
Assertion Supported
Hoggett: Apple surpassed FTSE 100 market cap in summer 2020
“And in the summer of 2020, Apple was worth more than the FTSE 100 for the first time.”
Julia Hoggett Mar 28, 2025 ▶ 1:15 Julia Hoggett, CEO @ LSEG plc: The Myths and the Reality of The London Stock Exchange · 20VC with Harry Stebbings
Apr 18, 2025 negative
Opinion
Socher: Apple has failed to execute effectively on its consumer AI position
“In theory, Apple would be so well positioned, but in practice, they've been not doing much.”
Richard Socher Apr 18, 2025 ▶ 19:44 20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
Apr 25, 2025 positive
Assertion Not checkable as stated
Gupta: Active listeners preferred Spotify's dark UI over white backgrounds
“The black background of Spotify actually resonated a lot more with users, with listeners who are active listeners. They wanted to discover, you know, they want, they had the X factor, and that mattered a lot more. It created an experience That gave them a sens…”
Mayur Gupta Apr 25, 2025 ▶ 7:35 20Growth: Inside Kraken's $1.5BN Growth Playbook: What Works, What Doesn't and What No Founders Understand About Growth That Will Change Their Company with Mayur Gupta
May 23, 2025 bearish
Opinion
Harries: Apple Is Marketing Unfinished AI to Drive Hardware Sales
“The biggest villain I see doing this at the moment is Apple. And so we've always held Steve Jobs in our mind as just like this beacon of marketing and product and engineering. And now you have Apple pushing that the reason you should upgrade to the newest iPho…”
Luke Harries May 23, 2025 ▶ 1:04:50 20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries
Jun 5, 2025 neutral
Prediction Not checkable as stated
O'Driscoll: ChatGPT will be the Apple of AI while alternatives act as Android
“I think ChatGPT will be the Apple-level quality product, but there'll be a whole bunch of Android-type quality products that are out there that will just keep pricing honest if they're commercially available and, you know, universally.”
Rory O'Driscoll Jun 5, 2025 ▶ 48:58 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
Jun 19, 2025 bullish
Prediction Didn’t hold up
Lemkin: Apple will announce US iPhone assembly operations within the year
“I think, listen, I don't, I would have to do more analysis to see if, it's not possible, right? If it's close to impossible, but announcing it and beginning a process, you might have to do it. You just might have to do it. I'm going to go yes.”
Jason Lemkin Jun 19, 2025 ▶ 1:03:03 Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
Jun 19, 2025 bearish
Prediction Held up
O'Driscoll: Tim Cook will not announce impossible US iPhone assembly operations
“I think politically it would be smart to announce it, even though it's impossible. I think Tim Cook is such a straight shooter that he just couldn't pull it off with a straight face because everyone was, no, it's absolutely bullshit.”
Rory O'Driscoll Jun 19, 2025 ▶ 1:03:22 Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
Jul 31, 2025 neutral
Assertion Contradicted
Lemkin: iPhone and App Store drive 75% of Apple revenue
“25% of the revenue is from the App Store, 40% of its profit, right? And 75% of its revenue is iPhone and App Store.”
Jason Lemkin Jul 31, 2025 ▶ 55:38 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Jul 31, 2025 positive
Opinion
O'Driscoll: Misfiring on AI is not existential for Apple
“If Apple misfires on an open AI type AI product, they'll still be making hardware and it won't be existential.”
Rory O'Driscoll Jul 31, 2025 ▶ 1:01:59 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Jul 31, 2025 bearish
Opinion
O'Driscoll: Apple lacks a functioning AI product
“Apple doesn't even have a product that works.”
Rory O'Driscoll Jul 31, 2025 ▶ 53:54 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Aug 14, 2025 negative
Prediction Held up
Lemkin: Elon Musk or xAI Will Sue Apple
“He's incensed, and he's got a lot of money in XAI. I mean, he has, he's the richest man in the world, but he doesn't have unlimited capital, so I think it happens.”
Jason Lemkin Aug 14, 2025 ▶ 1:33:24 Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
Sep 5, 2025 neutral
Assertion Partly supported
Alex Schultz: Meta spends less on marketing than its tech peers
“Apart from Apple, whose marketing is paid for by the carriers, we have the lowest percentage of operating income that we spend on the stuff, the media that we disclose in the XK”
Alex Schultz Sep 5, 2025 ▶ 1:01:21 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
Sep 5, 2025 positive
Disclosure
Alex Schultz: Meta supported Apple against UK government encryption backdoor demands
“That's why we came out in support of Apple. That's why other companies have come out in support of Apple in that situation. Despite the fact, as companies, we've had a lot of disagreements. We supported Apple in that.”
Alex Schultz Sep 5, 2025 ▶ 31:32 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
Oct 3, 2025 bullish
Disclosure
Stebbings: 20VC Invested in a Startup Bypassing Apple App Store Fees
“We invested in a company that does, like, rooting away from Apple, just to, like, it's, and it will be a great company.”
Harry Stebbings Oct 3, 2025 ▶ 24:40 20Growth: How to Use Influencers to Scale Growth Insanely Fast | How to Optimise User Onboaring for Growth | How the Best Growth Teams Create Organic Growth and Community | Why LTV/CAC Models are BS with Ketty Slonimsky
Oct 6, 2025 neutral
Assertion Supported
Feldman: Tech giants achieved chip design success primarily through acquisitions
“Where there's been success, it has frequently been acquired. Apple got into the chip business through buying PA Semi. Amazon got into the chip business through acquiring Annapurna.”
Andrew Feldman Oct 6, 2025 ▶ 49:49 Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
Oct 9, 2025 negative
Prediction Held up
Lemkin: Tim Cook will not step down as Apple CEO this year
“So it's their job, but there's no way it's this year. Unless it's a health issue, there's no way it's going to be this year.”
Jason Lemkin Oct 9, 2025 ▶ 1:27:56 OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
Dec 18, 2025 positive
Assertion Supported
O'Driscoll: ChatGPT was Apple's most downloaded app in 2025
“2025, the most down, and I checked, was the most downloaded app on Apple was ChatGPT.”
Rory O'Driscoll Dec 18, 2025 ▶ 15:08 Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
Jan 11, 2026 negative
Opinion
Harries: Apple marketing unreleased Apple Intelligence features is bad growth strategy
“The thing I'd most like to change about the world of growth is is you just should not launch products which aren't actually ready. The biggest villain I see doing this at the moment is Apple. And so we've always held Steve Jobs in our mind as just like this be…”
Luke Harries Jan 11, 2026 ▶ 1:03:41 20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
Jan 15, 2026 positive
Opinion
Lemkin: Google is currently a much more stable partner than OpenAI
“Certainly today, Google feels like a far more stable partner than OpenAI. It's just the reality. It's not the, OpenAI is not the only game in town anymore for Apple.”
Jason Lemkin Jan 15, 2026 ▶ 14:48 Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
Jan 31, 2026 neutral
Opinion
Omer Shai says only companies like Apple can market without product focus
“Apple is one. It's a company, right? And we can talk about, let's say, 10 more, not in the level of Apple, that can tell a story like that. And all the others, other, and eventually... Need to play different game ball.”
Omer Shai Jan 31, 2026 ▶ 38:51 20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
Mar 5, 2026 neutral
Assertion Partly supported
O'Driscoll: Apple generates $2.6M revenue per employee, Google generates $2.1M
“Apple's about 2.6 million revenue per employee. You know, Google is 2.1.”
Rory O'Driscoll Mar 5, 2026 ▶ 59:49 Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
Mar 7, 2026 neutral
Assertion Supported
Green: Apple spends far less on AI CapEx than tech peers
“And, you know, like Apple's spending very little right now, you know, and those other three or four companies are spending insane amounts of money.”
Mitchell Green Mar 7, 2026 ▶ 8:41 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 14, 2026 negative
Opinion
Verna: Apple's Siri is "dumb as a doorknob"
“Well listen, Apple still has Siri, and Siri is dumb as a doorknob.”
Elena Verna Mar 14, 2026 ▶ 1:08:19 Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings
Apr 23, 2026 bullish
Prediction Not checkable as stated
Rory O'Driscoll: Apple won't be replaced by an OpenAI phone soon
“I don't think they're going to be replaced by the OpenAI mobile phone anytime soon.”
Rory O'Driscoll Apr 23, 2026 ▶ 39:38 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
Apr 25, 2026 positive
Assertion Not checkable as stated
Masad: Apple accepts applications created using Replit at a very high rate
“They're accepting apps made on replet. They're accepting them into the app store. I tweeted about one yesterday. There's the acceptance rate. It's very high.”
Amjad Masad Apr 25, 2026 ▶ 39:47 Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
Apr 25, 2026 negative
Assertion Supported
Masad: Replit has been stuck in Apple App Store review for months
“Replit has been on the App Store since twenty-twenty-two doing exactly the same thing, allowing people to generate or write code. And running it in a browser window. Suddenly they're saying that we are you know, we're not complying with their guidelines. And w…”
Amjad Masad Apr 25, 2026 ▶ 38:56 Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
May 4, 2026 bullish
Insight
Tobi Lütke: Steve Jobs' return to Apple normalized long-term founder control
“Apple brought Steve back. It just creates, created the boundary conditions for more financiers, capital boards to actually just give founders like a longer run, right? Like a long, longer run rate. And so and then the results were pretty good because now you h…”
Tobi Lütke May 4, 2026 ▶ 6:45 Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
May 7, 2026 negative
Prediction Open · timeframe Dec 2027
O'Driscoll: Rising memory chip costs will drive up iPhone prices next year
“I think that you're going to see some impact of that right down to the price of your iPhone next year.”
Rory O'Driscoll May 7, 2026 ▶ 40:50 Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 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
May 9, 2026 negative
Prediction Open · timeframe May 2031
Weitzman: Apple will launch a Whisperflow competitor rather than acquire it
“Does Apple buy Whisperflow? No. Apple launches a competitor.”
Cliff Weitzman May 9, 2026 ▶ 1:40:27 Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
May 9, 2026 negative
Assertion Partly supported
Weitzman: Speechify's early hires from Apple and Snapchat failed within three months
“We had two people that we hired from Apple and Snapchat, like very legit people. And they messed up the culture of the company. They would leave at 5:30 p.m. They like didn't live and breathe the company. And in the end, both of them quit after three months.”
Cliff Weitzman May 9, 2026 ▶ 1:03:06 Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
Jun 11, 2026 bearish
Insight
O'Driscoll: Consumer AI will be tougher for OpenAI than enterprise
“I think actually, you know, the consumer space is going to be a tougher space for open. The enterprise space has really been validated. Cause an enterprise is all about automation efficiency and a consumer space. It's about experiences. Apple's well-placed to …”
Rory O'Driscoll Jun 11, 2026 ▶ 24:13 SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
Jun 11, 2026 negative
Opinion
Stebbings: Apple's Siri is a disgrace
“Siri being what it is, is a disgrace”
Harry Stebbings Jun 11, 2026 ▶ 0:30 SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
Jun 11, 2026 neutral
Assertion Supported
O'Driscoll: Apple pays Google $1B for Gemini while receiving $20B for search
“I think, to some extent, they're giving in the sense that they're paying Google a billion dollars to use their model as the default model, but reminder, Google pays them, I think, 12 or 20, I used to know the number, twenty billion dollars to be the default se…”
Rory O'Driscoll Jun 11, 2026 ▶ 21:46 SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
Jun 25, 2026 bearish
Prediction Open · timeframe Jun 2027
O'Driscoll: Apple will raise iPhone prices rather than accept lower margins
“Specifically what it's going to mean is Apple is clearly decided wisely not to swallow the loss and lower their margins. They're just going to raise prices. And they'll sell a few less iPhones because it's probably, you know, there's some price elasticity. And…”
Rory O’Driscoll Jun 25, 2026 ▶ 29:37 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Jul 16, 2026 bearish
Prediction Open · timeframe Jul 2029
Lemkin: OpenAI will likely cancel or pause its hardware project
“Listen, if I had to breathe the tea leaves, hardware is probably on the bubble. This was one of Sam's initiatives that made sense when everything was working and OpenAI had an unassailable lead over, over its competitors, right? Now everything's, you know, we …”
Jason Lemkin Jul 16, 2026 ▶ 8:01 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
Jul 16, 2026
Assertion Supported
O'Driscoll: 400 employees have left Apple to join OpenAI
“400 people from Apple have gone to move to OpenAI”
Rory O'Driscoll Jul 16, 2026 ▶ 4:00 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
Aug 22, 2026
Assertion Not checkable as stated
Murdock: Apple is a massive customer of Claude Code
“You know, I know they're using Claude Code, huge, massive Claude Code customer, but how are they thinking about it?”
Jerry Murdock Aug 22, 2026 ▶ 1:05:44 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
Sep 7, 2026 bearish
Prediction Not checkable as stated
Greze: Apple's new Siri will lag Town and GrokBot by nine months in capability
“But I think it's going to be good, but it's going to feel not nearly as powerful as Town or GrokBot. Like it's not even going to be there in terms of its capabilities, but it'll be on your phone. It'll be convenient. You'll be able to like enable more data wit…”
Jean-Denis Greze Sep 7, 2026 ▶ 41:03 Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
Sep 7, 2026 bearish
Opinion
Greze: Apple lacks cloud DNA and does not know how to do cloud
“One, they're not a cloud company. They're just not, it's just not their DNA. They don't know how to do cloud.”
Jean-Denis Greze Sep 7, 2026 ▶ 39:39 Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
Sep 7, 2026 neutral
Assertion Not checkable as stated
Greze: Building an AI assistant is a top-three priority at Apple and Google
“You want to know, the truth is I know what I'm building is a top three priority at Google and Apple, like in the next 12 months. Not a top 10 priority, like a top three priority.”
Jean-Denis Greze Sep 7, 2026 ▶ 4:38 Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
Sep 12, 2026 positive
Assertion Not checkable as stated
Franceschetti: Eight Sleep's revenue per employee is way higher than Apple's
“Our revenue per employees is way higher than Apple.”
Matteo Franceschetti Sep 12, 2026 ▶ 1:02:14 Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
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