Apple, every mention
610 scenes, the whole family · ← back to Apple
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
Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
- ▶ 17:01 Harry Stebbings We've seen Apple recently talk a lot about kind of
Kaz Nejatian: How Shopify Built a $90BN Business to Last 100 Years | E1189 · 20VC with Harry Stebbings
- ▶ 45:41 Kaz Nejatian And I think Shopify and Stripe, Shopify and Affirm, Shopify and Meta, Shopify and Google, Shopify and Apple, like, these are incredibly powerful partnerships.
- ▶ 52:25 Kaz Nejatian Like Apple is a company that's very on the opposite side of the spectrum from Shopify on information flow, and Apple is an exceptionally good company, right? 3 times in the scene
Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
- ▶ 4:08 Dax Dasilva The environment that I grew up, so obviously there's a big background in the early Mac and, and, uh, being a part of that Mac ecosystem, whether it was the, the early developers or the dealerships, you know, before there's Apple stores,…
- ▶ 4:50 Dax Dasilva And if you think about what an Apple dealership would look like, it is, it really is 2 times in the scene
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- ▶ 21:47 Harry Stebbings Apple were very open in terms of talking about how they plan to, you know, how they do now, but use and implement their own ships and move away from kind of the Nvidia monopoly.
Ethan Mollick: Why OpenAl Abandons Products, The Biggest Opportunities They Have Not Taken | E1184 · 20VC with Harry Stebbings
- ▶ 1:06:18 Harry Stebbings We've seen Apple move into the chip player, internalize margins, remove reliance away from NVIDIA.
Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177 · 20VC with Harry Stebbings
- ▶ 10:31 Harry Stebbings Do you think the open AI could kill my business is a legitimate fear in the same way that Apple have killed many businesses with updates to torch calculator maps? 2 times in the scene
Ara Mahdessian: ServiceTitan Would Not Be the Success if We Raised VC Earlier | E1175 · 20VC with Harry Stebbings
- ▶ 37:32 Ara Mahdessian Like I want Apple level quality.
Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings
- ▶ 25:10 Harry Stebbings We already saw Apple actually talk a lot about their own chips.
David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
- ▶ 25:18 Harry Stebbings We saw Apple talk about their own chips being a prominent part of their new releases.
- ▶ 28:08 Harry Stebbings I had someone say to me that actually Apple are the kind of the, the dark horse in the race because they own obviously the consumer and the end device, and they can actually run models offline on everyone's device without reliance on… 4 times in the scene
- ▶ 30:03 Harry Stebbings Can I ask you, I was quite shocked by Apple's partnership with OpenAI in terms of the looseness that they tied to it. 4 times in the scene
- ▶ 34:14 David Luan I think like we were talking about the Apple example earlier, owning the interface gives you tremendous leverage in this era of AI to how do you, uh, make agents that are reliable enough to be used at work all the way down to what needs to…
Val Scholz: How Revolut Acquired Their First 10M Users: Tips, Tactics & Strategies | E1168 · 20VC with Harry Stebbings
- ▶ 9:34 Val Scholz But it's, it's a bit like if, let's say you're Apple, um, there's only so much revenue you can make with an iPhone because not everybody wants or needs an iPhone.
- ▶ 24:49 Val Scholz Um, and I think it's similar if you look at, um, probably Apple, you know, that had unique insights around, like, electronics and, like, how people use these computers.
- ▶ 36:03 Val Scholz If you like, uh, uh, Facebook in the early days, Apple, Microsoft, you have to win.
- ▶ 52:58 Val Scholz If FAQ is missing, you know, like everything had to be kind of like Apple, you know, everything had to be perfectly executed at all times.
Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings
- ▶ 21:42 Danny Rimer I mean, you know, honestly, I hadn't really thought about companies being worth multiple trillions until, until Apple hit that trillion number.
- ▶ 32:17 Danny Rimer So we were thinking that the Apple watch
- ▶ 32:36 Danny Rimer Rolex and used Rolexes are a much better business than Apple.
- ▶ 34:18 Danny Rimer Really, the exception to the rule would be Apple, and probably Airbnb, and I'm, and I scratch my head to try and think of others.
- ▶ 35:38 Harry Stebbings Apple or Android, same thing.
Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
- ▶ 16:41 Reid Hoffman But the fact is, Microsoft, Google, Amazon, Apple, you know, they're all competing with each other ferociously, right?
- ▶ 40:59 Harry Stebbings Which is like, you need the integration into Apple Fitness, into your banking account, into your, yeah.
Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
- ▶ 51:50 Harry Stebbings Why are you bullish on Apple? 12 times in the scene
Jiaona Zhang: Why All Product Teams Should Have a Scorecard & How to Use It | E1154 · 20VC with Harry Stebbings
- ▶ 47:35 Jiaona Zhang So in that world, you actually want tools, technology, that enable that, like, deep brand, um, like affinity, and being able to, like, do, like, building an apple.com, like, you can do that on Webflow. 2 times in the scene
Dan Siroker: Second-Time Founders Are More Investable & Why Not To Hire People Out of College |E1153 · 20VC with Harry Stebbings
- ▶ 47:19 Dan Siroker I think when you say, when they ask you, oh, well, what about Apple? 2 times in the scene
- ▶ 1:07:16 Harry Stebbings Like, well done in the way that, like, Apple would crush a launch.
Tom Blomfield: Do the Best All Raise Pre-Demo Day & YC's Fundraising Advice to Startups | E 1152 · 20VC with Harry Stebbings
- ▶ 46:24 Tom Blomfield The best case for, for me, and for YC, probably, and for you, and like humanity, I'd argue, is that, um, roll forward 10 years, and there are like five or six foundational model companies, and they're probably attached to Google, and…
Mark Suster: Why Private Equity Will Replace IPOs and M&A as the Exit Path | E1147 · 20VC with Harry Stebbings
- ▶ 51:50 Mark Suster But Apple's a hardware company.
Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
- ▶ 50:18 Kevin Ryan When Apple went public, when they went public, they raised nine million dollars in the IPO.
Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
- ▶ 24:03 Bastian Lehmann And, and you, the, the, what is remarkable is if you have people two, three years ago that talk about it, they're like, ah, Dara, you know, at some point, maybe, you know, Travis comes back, and this, the whole Apple thing, you know, we…
- ▶ 52:09 Bastian Lehmann Uh, over the last couple of weeks, a lot of folks are convinced that this is sort of when you had these huge timeshare mainframe, and you had to go into them, and you, you had to pay per minute, and you had to pay per use, and the, the…
- ▶ 52:09 Bastian Lehmann Uh, over the last couple of weeks, a lot of folks are convinced that this is sort of when you had these huge timeshare mainframe, and you had to go into them, and you, you had to pay per minute, and you had to pay per use, and the, the…
- ▶ 52:32 Harry Stebbings Is Apple not best placed? 6 times in the scene
- ▶ 54:17 Harry Stebbings Are you long or short on the Vision Pro? 5 times in the scene
- ▶ 57:28 Bastian Lehmann 10 years ago, Apple didn't produce their own chips. 2 times in the scene
- ▶ 58:22 Bastian Lehmann The Vision Pro, an effort inside the company that was
Mario Schlosser: "How to Deal with a 94% Decline in Market Cap" | E1136 · 20VC with Harry Stebbings
- ▶ 6:17 Mario Schlosser And so I have the Apple Vision Pro, and I still don't think the vision tracking is that great, even
Chris Dixon: Who Will Win the Next Generation of Venture? | E1132 · 20VC with Harry Stebbings
- ▶ 33:15 Chris Dixon A lot of your Apple computer is running it.
Luca Ferrari: Scaling to 500M Downloads, $360M in Reported 2023 Sales and a $2.55BN Valuation |E1127 · 20VC with Harry Stebbings
- ▶ 19:11 Luca Ferrari And then roughly at the same time, Apple released, uh, Apple Arcade, which, uh, is almost the same thing.
- ▶ 19:11 Luca Ferrari And then roughly at the same time, Apple released, uh, Apple Arcade, which, uh, is almost the same thing. 3 times in the scene
Frank Quattrone: Lessons from 650 M&A Deals Worth Over $1TRN & Taking Amazon and Cisco Public| E1121 · 20VC with Harry Stebbings
- ▶ 2:07 Frank Quattrone Um, your first job is I want you to go down to this little privately held computer company in Cupertino called Apple. 3 times in the scene
- ▶ 2:20 Frank Quattrone Uh, and he said, I I've just bought an Apple II.
- ▶ 3:56 Frank Quattrone And right around that time, Apple had filed for its initial public offering, but it hadn't yet priced it. 6 times in the scene
- ▶ 11:37 Frank Quattrone They thought Microsoft was too expensive because it was at 25 times earnings, and, um, uh, a bunch of them had bought Apple, but, you know, they, they really weren't too sure about this PC industry because the big computer companies were… 2 times in the scene
- ▶ 1:04:07 Frank Quattrone It was Qualcomm, and it was Apple and ARM, and so now we've got artificial intelligence, and you've got NVIDIA, and now artificial intelligence is not just going to be the basis of
Christian Hecker & Johan Brenner: The Biggest Fundraising Lessons Having Raised $1.3BN | E1116 · 20VC with Harry Stebbings
- ▶ 54:57 Johan Brenner I think Apple's business practices may be a bit of a question, but in the end of the day, uh, too much regulations could just gonna stiffer innovation.
Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings
- ▶ 59:13 Harry Stebbings And with the democratization and transparency of VC knowledge, Alex's of the world, amazing VCs from the U S joining me on podcasts, you go onto Apple podcasts and such VC.
Will Wu: Top Five Product Lessons from Creating Snapchat "Discover" and "Chat" | E1111 · 20VC with Harry Stebbings
Brian Halligan: Leadership Lessons Scaling Hubspot to $28BN | E1103 · 20VC with Harry Stebbings
- ▶ 1:03:13 Brian Halligan So they have an unfair advantage in that they did LinkedIn, they did Apple, they did all these companies.
Keith Rabois on Rejoining Khosla Ventures | E1102 · 20VC with Harry Stebbings
- ▶ 46:30 Keith Rabois Jack is very design-driven, and he wanted to build Square in a design-driven culture, which is, you know, let's say, jargonistically, like, Apple-esque.
Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
- ▶ 18:01 Tomer Cohen You'll start seeing that from companies and Apple and Microsoft and so on.
- ▶ 36:27 Scott Belsky You know, totally different go to market in some cases, different relationships with Apple app stores, and like, you know, there were so many differences. 2 times in the scene
Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings
- ▶ 53:20 Sanjit Biswas Think about how much capital has been reinvested into an Apple or an Amazon or any of these huge companies.
Geoff Charles: How To Hire Product Teams & Increase Product Velocity | E1091 · 20VC with Harry Stebbings
- ▶ 58:32 Geoff Charles Maybe surprising for me to say, but I think Apple continues to crush it. 6 times in the scene
- ▶ 58:55 Geoff Charles I mean, when you think about like the iOS ecosystem and the monetization on, on applications, when you think about Apple pay and the Apple card and the Apple wallet,
- ▶ 58:55 Geoff Charles I mean, when you think about like the iOS ecosystem and the monetization on, on applications, when you think about Apple pay and the Apple card and the Apple wallet,
- ▶ 58:55 Geoff Charles I mean, when you think about like the iOS ecosystem and the monetization on, on applications, when you think about Apple pay and the Apple card and the Apple wallet,
Tooey Courtemanche: From Construction Worker to Billionaire CEO | E1090 · 20VC with Harry Stebbings
- ▶ 1:23:40 Tooey Courtemanche So, uh, actually my son Henry, who's kind of likes watches, he's the one who, uh, he's the one who turned me on to this, but, uh, it's not a fancy, fancy watch, but it's, uh, it's, it's, it's more than the, you know, Apple watch that I…
Guillaume Cabane: Why Your First Growth Hire Should Be a Former Founder | E1088 · 20VC with Harry Stebbings
- ▶ 1:11 Guillaume Cabane I started in the early 2000 at Apple. 3 times in the scene
- ▶ 1:06:08 Guillaume Cabane The places, like obviously I started my career at Apple. 3 times in the scene
Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
- ▶ 2:21 Mike Shebat Just like how I mentioned to you, we plan on having a global impact, building a once in a generation company, and when you go back and you look at any of those once in a generation companies, Microsoft, Amazon, Apple, it was a group of…
- ▶ 6:45 Keith Rabois He's not entitled, he sweats the inputs, and he's built a very intentional culture with his co-founder that really does replicate the best of, let's say, PayPal, or Apple, or Amazon were actually built.
- ▶ 28:24 Keith Rabois Um, although that said, you know, both Amazon and Apple were able to scale to
- ▶ 52:12 Keith Rabois Apple, which is the most valuable tech company in the planet, is completely non-transparent in every possible way. 4 times in the scene
- ▶ 1:06:01 Mike Shebat You look at Amazon, Apple, Tesla, they're all public, um, so we'll be a publicly traded company.
The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- ▶ 1:01 Emad Mostaque I think it's going to be us, Nvidia, Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.
- ▶ 22:06 Harry Stebbings Now, I want to start with Apple, and Des, I know you have some strong thoughts here. 14 times in the scene
- ▶ 22:41 Des Traynor And you have to assume it's all going to work with your AirPods, your watch, and your phone, and all that sort of stuff.
- ▶ 23:24 Emad Mostaque Neural engine. 2 times in the scene
- ▶ 27:52 Jeff Seibert And again, I mean, going back to Apple, it reminds me of the iPod Nano. 2 times in the scene
Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
- ▶ 0:12 Jeff Seibert What very few people I think are paying attention to is Apple, because again, they control the silicon. 2 times in the scene
- ▶ 22:08 Harry Stebbings There are many examples, whether it's, you know, your, your, your kind of Linux to your, you know, Apple and Android. 2 times in the scene
- ▶ 25:19 Jeff Seibert And look at Apple Silicon, right? 2 times in the scene
- ▶ 25:23 Jeff Seibert 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.
- ▶ 28:05 Jeff Seibert Back in 2002, Apple killed Watson with its Sherlock tool.
- ▶ 28:59 Jeff Seibert And what very few people I think are paying attention to is Apple, because again, they control the silicon. 7 times in the scene
- ▶ 34:38 Harry Stebbings You mentioned Apple's strong stance. 3 times in the scene
- ▶ 39:58 Harry Stebbings Can I ask which incumbent do you think is vulnerable from the top incumbents in terms of like, you know, your Apple, Amazon, Facebook, Google, uh, of the world? 3 times in the scene
Matteo Franceschetti: The Ultimate Hiring Playbook: Five Questions to Ask Every New Hire | E1084 · 20VC with Harry Stebbings
- ▶ 5:26 Matteo Franceschetti But I think if you find the right company and the right team, no, because I mean, look at Tesla and Apple, they are hardware companies.
- ▶ 15:48 Matteo Franceschetti When you're Apple, or when you're a billion of dollars in revenue, yeah, maybe you need to find ways to expand your time.
- ▶ 45:28 Matteo Franceschetti Even if you're big, if you're growing well, you know, you're not Apple, right?
- ▶ 46:40 Harry Stebbings What are those mistakes that you would tell me as a young startup founder listening who sees shiny logos from Apple and Tesla and SpaceX and goes, wow, that's great.
- ▶ 1:36:30 Matteo Franceschetti I use Apple, Apple Watch. 2 times in the scene
- ▶ 1:45:27 Matteo Franceschetti I mean, what is the standard market practice of, like, an Apple Watch, or like a...
Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- ▶ 44:50 Harry Stebbings I actually had someone on the show the other day, and they said, actually, the winner will be Apple. 14 times in the scene
- ▶ 45:43 Des Traynor And you have to assume it's all going to work with your AirPods, your watch, and your phone, and all that sort of stuff.
- ▶ 47:10 Harry Stebbings Well, it also opens up in my mind, like paid search, because if you are a provider, you could pay Apple to say, Hey, if you're Spotify, you could pay Apple to say, Hey, when someone says play Jay-Z, 4 times in the scene
Danny Cohen: From Leading the BBC to Leading Venture Capitalist |E1079 · 20VC with Harry Stebbings
- ▶ 22:55 Harry Stebbings You mentioned obviously Cyrus Newk and David Hockney there, you know, we saw, um, Lionel Messi agree in his MLS deal actually to have a revenue share with Apple TV.
Roundtable #5 with Jack Altman, Auren Hoffman, Jason Lemkin, Harry Stebbings | E1077 · 20VC with Harry Stebbings
- ▶ 41:49 Jack Altman So it's hard to map to Amazon and Apple and Stripe and some of those where I think like
Matthieu Rouif: The Story of PhotoRoom, Is This YC’s Most Capital Efficient Company? | E1074 · 20VC with Harry Stebbings
- ▶ 1:00 Matthieu Rouif And while we were doing an iPhone app quick for video editing, we're being featured by Apple.
- ▶ 11:34 Matthieu Rouif Like, so Apple and Google, like, the App Store and mobile, they're giving you distribution.
Matthew Prince: The Two Biggest Mistakes Every Founder Makes | E1072 · 20VC with Harry Stebbings
- ▶ 1:03:12 Matthew Prince They, he's just, you know, it's easy to poke at the, at the, at Apple as, as the most successful company, you know, in the world right now. 2 times in the scene
Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
- ▶ 22:01 Scott Farquhar And then mobile came around and didn't really displace anyone, but Apple suddenly came back into the floor and Microsoft continued to sort of miss that, that, uh, that area.
Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
- ▶ 18:38 Guillermo Rauch Like I was at Apple for 25 years.
- ▶ 21:42 Guillermo Rauch Apple, Google, Amazon, uh, Netflix.
- ▶ 31:16 Guillermo Rauch Like this is something that Apple does remarkably well because they don't react to every trend that emerges. 2 times in the scene