Apple, every mention
90 scenes (2024), the whole family · ← back to Apple
tap a year for its mentions
every year 2024 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
Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
- ▶ 40:56 Daniel Dines Who would have thought in 2007 that Apple would maintain, you know, such an incredible bond?
Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
- ▶ 47:47 Harry Stebbings Do you think NVIDIA continues to accrue power and monopolization, or monopolies, ah, or do you think it continues to be eaten away by Apples, Googles, Amazons, building more and more of their own chip supply and ability?
Guillaume Moubeche, lempire Founder: Bootsrapping to $30M ARR Through Content & Brand | E1238 · 20VC with Harry Stebbings
- ▶ 11:29 Guillaume Moubeche So typically if you take Apple, for example, uh, you know, like computers back in the days, they were like really like, uh, for gigs. 3 times in the scene
- ▶ 1:09:23 Guillaume Moubeche I think I talked about it a bit earlier, but Apple, I think, uh, what they're doing is just, uh, is just insane.
Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings
- ▶ 2:35 Torsten Reil We got a lot of support from Apple, um, ended up creating CSR Racing, which was one of the,
Marc Benioff, Salesforce Founder: Why Salesforce Isn't Hiring Software Engineers | E1236 · 20VC with Harry Stebbings
- ▶ 22:58 Marc Benioff No, Mark, that's not how I do things at Apple. 2 times in the scene
- ▶ 35:02 Marc Benioff I worked at Apple.
Zachary Bookman: Why Valuations and Fundraising are BS | E1235 · 20VC with Harry Stebbings
- ▶ 1:02:43 Zachary Bookman I would understand a company like Workday, probably even Apple.
George Arison, Grindr CEO: How Grindr Built a Free Flow Cash Machine | E1234 · 20VC with Harry Stebbings
- ▶ 19:17 George Arison Like we have, we pay Apple and Google.
- ▶ 36:43 George Arison Uh, 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.
Nik Storonsky, Revolut Founder: What Revolut Needs to Do to Hit $100BN Valuation | E1233 · 20VC with Harry Stebbings
- ▶ 43:52 Nik Storonsky I think Apple, to be honest. 7 times in the scene
Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
- ▶ 30:30 Klaus Hommels So, Starlink, if it can connect to a mobile device like Apple, theoretically, the entire European telco industry would be obsolete.
- ▶ 1:10:21 Klaus Hommels That the, the, the pay, the, 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.
Cem Sertoglu: Lessons from the Greatest Venture Investment in European History | E1228 · 20VC with Harry Stebbings
- ▶ 26:59 Cem Sertoglu It's not a, it's not the same as buying Apple shares in the market.
- ▶ 54:14 Cem Sertoglu You know, as I mentioned before, our deals, our investments, are not real investments the way you go by Apple shares on the stock market.
Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
- ▶ 41:50 Raman Malik Apple updates have made paid hard organic social.
- ▶ 54:25 Raman Malik 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.
Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
- ▶ 9:22 Harry Stebbings And what I mean by that is, like, actually when you think about business, your Nike or your Adidas, your Apple or your Samsung, your McDonald's or your Burger King.
Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
- ▶ 27:07 Daniel Khachab Apple AI or Apple Intelligence, it's gonna be launched last in Europe.
Antoine Le Nel, CGO @Revolut: How Revolut Launch and Grow Products & Why CAC is a BS Metric | E1216 · 20VC with Harry Stebbings
- ▶ 52:23 Antoine Le Nel I mean, you mentioned Apple, I mean, obviously Apple is a, is a great brand, because they've done, uh, uh, they've done something that is quite amazing. 3 times in the scene
Zach Perret: Why ‘Founder Mode’ is the Most Dangerous Blog Post for Founders | E1215 · 20VC with Harry Stebbings
- ▶ 20:40 Zach Perret Like, he did it for a specific reason, um, and I don't know what the specific reason was, but he had a specific reason in mind, and, like, the way that he applied it and used it was, like, incredible for Steve Jobs at Apple at the size… 2 times in the scene
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 1:21:35 David Frankel Next thing they're going to Netflix, Apple, Amazon, everything that is being, you know, uh, screened needs them, and the TAM just was, like, infinite, right?
Eoghan McCabe, CEO @Intercom: Freedom of Speech, Censorship and Government Control | E1213 · 20VC with Harry Stebbings
- ▶ 18:51 Eoghan McCabe Even Apple don't have it. 3 times in the scene
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- ▶ 49:51 Bret Taylor If you think about car play, 2 times in the scene
Dmitry Gurski: From Potato Farm to $200M in Revenue: The Never-Before-Told Story of Flo Health|E1205 · 20VC with Harry Stebbings
- ▶ 37:28 Dmitry Gurski Even Apple spent much resources to explain that you're not like arriving to shop and you're getting your iPhone in gray box.
Phil Carter: Growth Loops, CAC + LTV Benchmarks, Pricing, Discounts, Paywalls... | E1204 · 20VC with Harry Stebbings
- ▶ 40:52 Phil Carter I think Google and Apple are under increasing pressure to lower the average app store fee, at least in certain cases.
- ▶ 43:20 Phil Carter I've got an Apple Watch.
- ▶ 56:59 Phil Carter And there's another piece of this, which is like, as a result of Apple's ATT restrictions, the sooner you can get signal on conversion, the better you can optimize your pays at paid acquisition channels.
- ▶ 1:15:48 Phil Carter And three, Apple's app tracking transparency restrictions that they introduced in 20, 21 have made attribution 2 times in the scene
- ▶ 1:20:26 Phil Carter And then on top of that, they've built this really sophisticated web-based onboarding flow, so this gets back to the power of web-based onboarding flows, where they get deterministic data back, because they're not dealing with Apple's ATT…
Akshay Kothari: How Notion Has More Money Than Ever & Why Startup Fundraising is Broken | E1203 · 20VC with Harry Stebbings
- ▶ 47:15 Akshay Kothari Actually, one of the best things that happened this year in the last couple, last month, um, is, um, my daughter's school sort of banned devices in school, uh, which I'm just really glad because once a month I would have a conversation…
Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
- ▶ 45:01 Shardul Shah We talk about Rolex, uh, Swatch, uh, and the, the Apple Watch.
Sean Rad: Lessons Scaling Tinder to the Fastest Growing Consumer Social App in History | E1199 · 20VC with Harry Stebbings
Arvind Narayanan: AI Scaling Myths, The Core Bottlenecks in AI Today & The Future of Models | E1195 · 20VC with Harry Stebbings
- ▶ 25:18 Harry Stebbings Can you create AGEI-like products or God-like products unless you are Google, Amazon, Apple, or Facebook?
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.