Apple, every mention
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every year anyone Harry Stebbings 281Rory O'Driscoll 21Jeff Seibert 19Jean-Denis Greze 13Frank Quattrone 13Amjad Masad 13Luke Harries 11Daniel Gross 11Tony Fadell 10Matteo Franceschetti 10
Verbatim, from the transcripts: the passages where Apple comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 0:58 Matteo Franceschetti Our revenue per employees is way higher than Apple.
- ▶ 22:36 Matteo Franceschetti So, Xiaomi, instead of being just like Apple, they also do cars, for example, right? 2 times in the scene
- ▶ 1:02:14 Matteo Franceschetti Um, our revenue per employees is way higher than Apple.
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 0:00 Jean-Denis Greze I know what I'm building is a top three priority at Google and Apple, like, in the next 12 months.
- ▶ 4:38 Jean-Denis Greze 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.
- ▶ 35:33 Jean-Denis Greze There is the, there's the, like, Apple, Google, SpaceX, Grok, GrokBot, Cursor, you know, OpenAI and Anthropic starting gates.
- ▶ 39:33 Harry Stebbings Can you help me understand Apple's agent roadmap?
- ▶ 39:37 Jean-Denis Greze I think the problem for Apple is twofold. 10 times in the scene
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 49:36 Cliff Weitzman Apple's going to release it instead of the button. 3 times in the scene
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 31:13 Rory O'Driscoll I think it's hard for me to imagine that Apple
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 10:49 Rory O'Driscoll These are financed by the five largest companies on the planet, except for Apple, who sticks their money in the pocket and just has the stock go up.
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 1:26:50 Harry Stebbings The worst is, nah, for or against, Nike or Adidas, Apple or Mac, Apple or Windows, you feel something. 2 times in the scene
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 19:35 Jerry Murdock If you, if you, if you worry about from a security perspective, I mean, look, I mean, Apple could already rob my bank tomorrow. 2 times in the scene
- ▶ 1:05:20 Harry Stebbings Is Apple's AI strategy unforgivable mistakes, or is it genius patience waiting to see how a developing ecosystem plays out? 2 times in the scene
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 1:22:59 David Frankel That this is, that Spotify and Apple Music, it's a big bet that.
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 29:27 Anastasios Angelopoulos I think Apple does this. 3 times in the scene
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 1:22:50 Rory O'Driscoll They're selling to Apple, right?
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 0:14 Harry Stebbings This week, number one, Apple sues OpenAI for trade secret theft.
- ▶ 0:38 Rory O'Driscoll If this was a mercy killing, Apple may have done them a favor.
- ▶ 1:08 Harry Stebbings Um, why don't we start with the trillion-dollar company that is Apple, as it brings in another trillion-dollar company in the form of OpenAI, where Apple sues OpenAI for trade secret theft. 9 times in the scene
- ▶ 8:44 Jason Lemkin It's like the apple car.
- ▶ 9:40 Rory O'Driscoll And I want you, Jason, if this was a mercy killing, Apple may have done him a favor, you know, move on, slow it down, stop doing this shit.
- ▶ 1:00:53 Rory O'Driscoll There's a fair amount of ethical gray areas, but going back to where we started with Apple,
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 19:09 Harry Stebbings I have to say, I think people will get incredibly comfortable handing over the keys in the same way that we got incredibly comfortable putting our credit cards online using Apple Pay, finding our husband or wife online.
- ▶ 1:08:40 Mike Mignano We thought the same thing about Apple.
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 35:09 Rory O'Driscoll So when you zoom out a million miles, Microsoft, which is in the software business, unlike Apple, and therefore can't afford to stay apart from the great AI wars, other than its equity ownership in open AI doesn't have anything compelling…
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 13:29 Paul Erlang And I was like, well, look at Apple. 2 times in the scene
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 27:45 Harry Stebbings Tim Cook told the Wall Street Journal that Apple faces a hundred year flood in memory costs driven by AI infrastructure demand.
- ▶ 29:37 unnamed speaker It's sucking in the resources, and specifically what it's going to mean is Apple is 2 times in the scene
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 1:17:42 unnamed speaker Doing all of the current, you know, robotic work, and most of them are, most software vendors are using one of those old arms, and they're basically saying that somewhere in the middle you can build this next generation, kind of, the…
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 34:25 Aravind Srinivas If Apple produces a better device, it's great for us.
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 0:27 Harry Stebbings Next, Apple rebuilds Siri on Google.
- ▶ 18:41 unnamed speaker Um, I think that, um, and, um, I mean, we can make fun of Apple this week, basically, uh, uh, repackaging Gemini and giving up on AI, right, if that's the way we want to view it, but, but that's a little piece of wanting ultimately AI to… 10 times in the scene
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 1:19:53 unnamed speaker So some on the millisecond trading stuff, yes, but is AI going to give you a meaningful opinion on should you hold Microsoft or Apple for the next five years?
- ▶ 1:33:28 unnamed speaker I was reading the Apple in China book, and then the fifth year history of Apple. 2 times in the scene
The Hardest Working Startup in America | Nico Laqua, Co-founder & CEO @ Corgi · 20VC with Harry Stebbings
- ▶ 6:17 Nico Laqua Apple, Apple was invested in by Sequoia, but I, I think it'd be very unlikely that Steve Jobs would ever go, you know, flexing that Apple was a Sequoia company.
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- ▶ 1:04:06 Josh Browder Thing that Apple crushes them or something.
The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings
Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
- ▶ 35:20 Patrick Forquer Uh, Vilgat told me to go to Best Buy and buy an Apple computer, and then I went and had a couple videos of Max doing a demo.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 29:35 Cliff Weitzman Uh, that's the biggest one we crush it on Apple. 3 times in the scene
- ▶ 44:14 Cliff Weitzman But if you haven't made them, you're just not willing to deal with a little bit annoying thing that requires to register an Apple developer account and put an app on the app store.
- ▶ 1:03:06 Cliff Weitzman The closest thing I can think of is we had two people that we hired from Apple and Snapchat, like very legit people.
- ▶ 1:05:23 Harry Stebbings You said about the Apple and the Snap.
- ▶ 1:40:27 Cliff Weitzman Does Apple buy Whisperflow?
- ▶ 1:42:17 Cliff Weitzman Apple Watch was a huge win.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 39:55 Rory O'Driscoll Just to point out, Apple beat across the board. 4 times in the scene
- ▶ 48:51 Jason Lemkin But it's now they're a beneficiary because this infrastructure was good enough, like Apple in, in, in, in, I mean, it's a little attenuated, but there's something, it's good enough to benefit from all the trend happening.
Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
- ▶ 6:45 Tobi Lütke I think Apple brought Steve back.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 1:11:20 unnamed speaker Because, again, for context, folks, in 21, late 21, Sequoia correctly said, over the long term, our very best companies continue to compound, and if you held all the companies, even the bad ones, the good ones would have swamped it,…
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 38:47 Amjad Masad Where, you know, it's now been publicly reported that, you know, Apple is sort of blocking the Replit app. 10 times in the scene
- ▶ 44:36 Amjad Masad And before that, Steve Jobs running Pixar on Apple, like I can, like, I am like dead by the end of the week running one company.
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 0:14 Harry Stebbings Tim Cook announces he's stepping down from Apple.
- ▶ 23:13 Jason Lemkin NVIDIA, Apple, Meta, Amazon, Alphabet, Microsoft all can buy a startup for a hundred billion.
- ▶ 34:55 Harry Stebbings Tim Cook announces he's stepping down from Apple after one of the greatest runs, three fifty billion to four trillion. 7 times in the scene
- ▶ 1:41:24 Rory O'Driscoll Is it just a competitive trading, you know, partners, competitor in the way that Microsoft and Apple compete?
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 29:02 Anjney Midha Effectively, the first CEO for the first year of Apple was Mike Marcola.
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum · 20VC with Harry Stebbings
- ▶ 3:07 Andrew Dudum Google, Facebook, Apple, Amazon, all of them. 2 times in the scene
Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
- ▶ 6:49 Marc Andreessen Arthur Rock, for people who don't know, he invested in Apple and Intel, right, right, in the seed rounds, and like, 2 times in the scene
- ▶ 1:00:10 Marc Andreessen Apple and Google get one percent of the value from the smartphone.
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 14:42 Gokul Rajaram If Shopify is actually going to promote them as a, you know, when you, when you search for, uh, messaging or communications, if they are just like, you know, Google has a vote with Apple. 2 times in the scene
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings
- ▶ 1:04:16 Elena Verna So open AIs, Anthropic, Googles, Apples, more so than our competitors that sprang up from the bottom or from sideways.
- ▶ 1:08:05 Harry Stebbings How annoying is the integration though where I'm going back, swipe up, back, fucking Apple, just buy it already. 3 times in the scene
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 22:55 Rory O'Driscoll This is probably going to go wrong, but I'd prefer to ante up and be in the game and have a chance of winning than not ante up like Apple and know I'm going to lose, right?
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 18:29 Harry Stebbings Let's look at Apple for consumer hardware.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 8:37 Mitchell Green Is Apple right? 2 times in the scene
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 59:25 unnamed speaker You know, the amazing thing now is, you know, Apple has 160,000, you know, Amazon, I'm sorry, Google has 190,000. 3 times in the scene
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 30:06 Jerry Murdock And Steve Jobs talked about this at Apple.
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 1:04:15 Jason Lemkin But then every single developer thought this was, was, was off to, you know, off to the Apple store, uh, or worst case, Best Buy.
- ▶ 1:22:27 Jason Lemkin And whether that, whether he's the jobs coming back to Apple or Schultz coming back to Starbucks, we don't, we don't know.
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 26:35 Sebastian Siemiatkowski The tech companies, Google, Amazon, Apple, there's going to be FinTech, Revolut, and so on.
- ▶ 44:00 Sebastian Siemiatkowski And then, and then we come, and Chris comes, and he makes this beautiful presentation, right, and the presentation is like, these are the Apple guys in the garage, these are the Google guys in the garage, and these are the Corona guys in…
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 17:05 Anish Acharya Yet, if you're Google or Apple, you have a thousand committees that are explicitly designed to ensure there's never any persuasion, disagreement, or sexuality expressed in your products.
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
- ▶ 38:30 Harry Stebbings Apple are brilliant because they sell the creativity that their products allow, the ability to paint beautiful pictures on an iPad, 8 times in the scene
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 13:28 unnamed speaker Google and Apple obviously have a longstanding relationship where the money moves from Google to Apple for placement of search because search monetizes with advertising. 6 times in the scene
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- ▶ 2:08 Alex Rampell Millions of, like, you know, Apple and Oracle and all of these, these amazing names.
- ▶ 25:54 Alex Rampell So, you know, you go back, like the infrastructure layer for PCs was, I don't know, like Microsoft and Apple, like the operating system players, the infrastructure player for the internet was like Cisco and Akamai.
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
- ▶ 1:03:48 Luke Harries The biggest villain I see doing this at the moment is Apple. 3 times in the scene
- ▶ 1:03:57 Luke Harries And now you have Apple pushing that the reason you should upgrade to the newest iPhone or upgrade to the newest laptop is because of Apple intelligence. 2 times in the scene
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 10:41 Rory O'Driscoll On the other hand, the remaining players, I mean, I, you know, I wonder, does Amazon, does Apple, does Microsoft,
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 54:51 Harry Stebbings Google, Meta, Amazon, Microsoft, Apple, Nvidia. 5 times in the scene
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 15:08 unnamed speaker The big picture comment is, 2025, the most down, and I checked, was the most downloaded app on Apple was, um, ChatGPT.
- ▶ 28:09 unnamed speaker I mean, as a reminder, the first trillion dollar market cap company was Apple in 2018 and now Broadcom, a company, 90% of people couldn't even name or tell what it does.
- ▶ 1:07:04 unnamed speaker I mean, Jobs did it with Apple, Pixar, and then Apple again, right? 2 times in the scene
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 1:21:42 Harry Stebbings Microsoft and Apple do too.
20VC: Inside Bending Spoons Acquisition Machine: Evernote, Eventbrite, Vimeo | How Evernote Evaluates Acquisitions and New Product Ideas | How Evernote Mastered Product Launches, User Retention and Monetisation with Federico Simionato
- ▶ 23:37 Federico Simionato Apple Notes, Google Keep, and stuff like that, and so it doesn't look like it's a great arena to fight. 4 times in the scene
- ▶ 38:23 Federico Simionato It was Apple Arcade, before Apple Arcade. 2 times in the scene
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 41:38 Harry Stebbings You think about like Apple as a, not even a comparable in market cap size, but what is that, like three billion customers?
20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable
- ▶ 6:53 Harry Stebbings It was Apple podcast top of the charts.
- ▶ 6:58 Tim Ferriss Or it would have been direct promotion by Apple or something like that, for instance.
- ▶ 1:05:08 Tim Ferriss And when I had those two on, led to a lot of promotion on Apple.
20Growth: How to Build a Paid Marketing Machine: ROAS (Return on Ad Spend) 101 | The Rise of User Generated Content and How to Use It | TikTok Ads: Expectations vs. Reality | Hiring for Growth: When and Who with Sandy Diao
- ▶ 4:59 Sandy Diao Here are some of the investors who've been put the first dollar into companies like Apple and Facebook.
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 58:36 Harry Stebbings On Apple, on the keyboard integration, it is terrible. 4 times in the scene
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 1:26:45 Harry Stebbings Tim Cook leaves Apple this year.
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