Apple, every mention
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every year anyone Benedict Evans 820Steven Sinofsky 207Michael Copeland 205Alex Rampell 70Frank Chen 65Kyle Russell 61Marc Andreessen 52Chris Dixon 50Sonal Chokshi 33Erik Torenberg 32
Verbatim, from the transcripts: the passages where Apple comes up
Why AI Agents Could Finally Reinvent the Credit Card
- ▶ 1:34 Alex Rampell I think the rise of Apple Pay and Google Pay, and to the extent, the, the extent to which they've really penetrated, because it's very hard to change consumer behavior in general, and it was a bizarre set of accidents, if you will, where…
- ▶ 4:03 Max Levchin One of the things that's really amazing and subtle about Apple Pay slash Google Pay and its interaction with the Visa and MasterCard networks is Visa and MasterCard have a hard two and a half second limit on interaction between the network… 2 times in the scene
Why AI Demand Is Outrunning Compute Supply
- ▶ 47:56 David George And the bet that they made, which is like a little bit of, you know, like Apple's the extreme kind of bet against the future kind of bet they made, and like Microsoft is kind of a gradient of that.
How AI Changes the Economics of Innovation
- ▶ 28:00 Steven Sinofsky And people are using it on Apple II computers and this new kind of computer called CPM, which is the origin of DOS. 2 times in the scene
Tokens Are the New Dollars | Stripe's Will Gaybrick & David George
- ▶ 10:40 Will Gaybrick Apple's and we have a product quality standard and how we do our product reviews is similar to theirs.
The Nuclear Renaissance - Radiant | a16z American Dynamism
- ▶ 7:08 unnamed speaker When you're building a commercial product, you have to have the same desire to lower customer friction as Apple did with the iPhone.
Why Physical AI Is the Next Frontier | The a16z Show
- ▶ 3:13 Qasar Younis But really, when you look back 25 years ago, the big monolithic companies are Amazon, that delivers you stuff, you know, Apple.
- ▶ 19:54 Qasar Younis He said, Apple.
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- ▶ 17:35 Benedict Evans Because, you know, I haven't updated my Apple spreadsheet in like five years, because we know what happened. 3 times in the scene
- ▶ 20:26 Benedict Evans No, I run my business in numbers, but on a spreadsheet.
- ▶ 20:36 Benedict Evans No more than, like, Microsoft or Apple could build every Windows app or every iPhone app.
- ▶ 23:54 Erik Torenberg Going back to your, it's a good segue to your point you made earlier of like, hey, you know, we know, you know, Apple's, Apple won. 2 times in the scene
- ▶ 51:15 Benedict Evans I think, you know, another way to answer the question is, like, if you're Google or Meta or Microsoft, um, to some extent Amazon, to some extent Apple, this is sort of an existential problem. 2 times in the scene
- ▶ 56:41 Benedict Evans Um, Microsoft, Apple produce more profits than the entire telecoms industry.
Marc Andreessen on how the internet changed news, politics, and outrage | The a16z Show
- ▶ 33:13 Marc Andreessen I just want to say, is this new, uh, there's this new, um, uh, there's this new, uh, um, Keanu Reeves movie on, on Apple TV, um, where Keanu Reeves plays a movie star who gets canceled, um, and his crisis lawyer, played by Jonah Hill, um,…
Why Claude Feels Different (And What That Means for AI) | The a16z Show
- ▶ 18:43 unnamed speaker They've made a beautiful little tool and when paired with like a, a thing in your pocket that is also crafted and artisan with Apple and iPhone and, and then you get this like really magical, intelligent experience on your device, wherever…
- ▶ 20:22 unnamed speaker Apple integrate AI into iOS and weave it into the operating system and, um, how do we use application applications or specific types of things?
- ▶ 28:41 unnamed speaker If you look, the state of Massachusetts made it illegal to buy Apple stock because it was too speculative when, when Apple was going public. 2 times in the scene
Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
- ▶ 29:38 Jessie Genet And then, um, you, from a security standpoint, if it is a, if it is a Mac, create a new, um, Apple user profile on that machine.
Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
- ▶ 4:15 Balaji Srinivasan Or the Apple default.
- ▶ 7:22 Balaji Srinivasan The main thing about Kai-Fu Lee's book is it has a history of the Chinese tech ecosystem, where, for example, you and me being in tech, we kind of know how, you know, Microsoft came up, Apple came up, Google, Facebook, you know, Amazon,…
- ▶ 54:41 Balaji Srinivasan And then finally, Apple and Google lightened up on crypto apps on mobile. 3 times in the scene
How Bots, Deepfakes and AI Agents Are Forcing a New Internet Identity Layer | Alex Blania on a16z
- ▶ 11:33 Alex Blania You know, Apple already does it, uh, already has RSID in the Vision Pro.
- ▶ 11:33 Alex Blania You know, Apple already does it, uh, already has RSID in the Vision Pro.
Inside a16z’s Top 100 AI Apps Report with Olivia Moore
- ▶ 7:00 Olivia Moore Also like an Apple-Google comparison in that as these app stores emerge, it is likely that developers might start to concentrate their time and effort in who they build for in the most sophisticated way, who they ship to first, um,…
AI Markets: Deep Dive with a16z's David George
- ▶ 29:37 David George Consensus models were off for Apple's performance by a factor of three X over four years. 2 times in the scene
Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
- ▶ 11:05 Ben Horowitz Oh, if you're Sequoia, you had invested in Apple, and Cisco, and Yahoo, and Google, and so it's really hard to make up that ground if you're starting in 2009.
The Biggest Bottlenecks For AI: Energy & Cooling
- ▶ 6:07 David George And it turns out Apple's still a really great business.
- ▶ 11:50 David George The beauty of as consumers, the beauty of like Google, Facebook, Apple for us is there's not like a clean way to price discriminate.
The AI Opportunity that goes beyond Models
- ▶ 0:46 Alex Rampell But the, the infra players, if you were, were Apple and Microsoft.
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 37:26 Marc Andreessen Even big American companies like Apple and Meta are not launching leading edge AI capabilities in their products in Europe.
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 27:54 Benedict Evans And I think that's kind of like looking at like an Apple II in the late seventies and saying, could you use these to run banks to which your answer is no, but that's kind of the wrong question.
- ▶ 46:50 Benedict Evans Um, Apple, Apple's sort of off on one side. 7 times in the scene
- ▶ 52:51 Benedict Evans A bunch of more product strategy questions as you see real consumer adoption and open AI and Google building stuff in different directions, Amazon going in different directions, Apple trying and obviously failing and then then trying again…
Why AI Moats Still Matter (And How They've Changed)
- ▶ 31:40 Alex Rampell Um, and this is part of why Microsoft crushed Apple in the 19 eighties, because Apple made it really hard to develop software. 4 times in the scene
- ▶ 40:45 Alex Rampell Let's just say that Dropbox would have tripled Apple's profits. 3 times in the scene
Robinhood CEO: Making Everyone An Owner
- ▶ 0:16 Alex Rampell Massachusetts banned their residents from buying into the IPO of Apple Computer. 3 times in the scene
- ▶ 39:56 Alex Rampell You know, this one, uh, you'll might remember in a second, Massachusetts banned their residents from buying into the IPO of Apple computer because it was too risky. 4 times in the scene
- ▶ 46:37 Alex Rampell I just use it on, on my apple wallet, but hook you up with the gold one.
Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
- ▶ 34:54 unnamed speaker The, the, the, the founders that have emerged from, from those two companies, as you mentioned, you, we did this episode a few weeks ago about, uh, how Apple built China and how the expertise that, uh, that people who went to work on Apple… 2 times in the scene
Rocket Companies CEO: Here’s How to Fix the Housing Crisis
- ▶ 3:06 Alex Rampell If you price it in Apple stock and Google stock, right? 3 times in the scene
Grant Lee: Building Gamma’s AI Presentation Company to 100 Million Users
Seeing The Future from AI Companions to Personal Software
- ▶ 9:10 Eugenia Kuyda Apple Notes, and I try to find some apps on the App Store, and they're just, there's just so much in these apps that I didn't need, and so I just wanted a really simple, I'm also trying to follow one particular book, I wanted the workouts…
- ▶ 12:59 Eugenia Kuyda You can add your apps and services, but you can just say, you know, use my Apple health or use this, use that, um, or use my email.
- ▶ 14:31 Eugenia Kuyda Apple's mandate for privacy and how important that is for them, um, which is great, but in, at the same time, you probably do want to know who else is into, I don't know, toddler activities in Petra Hill.
Marc Andreessen and Ben Horowitz on the State of AI
- ▶ 27:47 Ben Horowitz They also missed the opportunity, you know, Apple was nothing, and Microsoft fully believed that they were gonna own mobile computing.
Marc Andreessen on the State of Film and Hollywood
- ▶ 1:04:20 Marc Andreessen Um, uh, it was Apple's QuickTime video format.
Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
- ▶ 15:03 Keith Rabois We'll see if they can get any better, but someone, you know, Apple is great at devices, but bad at AI.
- ▶ 25:44 Keith Rabois But I, I think this could backfire, but it is a coherent strategy for a company that was losing AI race to try something different, leveraging that they make probably other, you know, the Apple could have done this, but so culturally… 6 times in the scene
The Lawyerly Society vs. The Engineering State: Who Owns the Future?
- ▶ 33:59 Steven Sinofsky As because you mentioned Tim Cook, I would say something that Apple does uniquely, which in this environment, they, they aren't getting enough credit for is, is it's almost like, how do you even count the engineers versus the manufacturing… 5 times in the scene
- ▶ 37:17 Dan Wang So, um, China realized that it was so far behind the technological frontier, it couldn't possibly produce anything like game consoles or memory chips that Japan had already been really good at, and so, um, China was really welcoming of… 3 times in the scene
- ▶ 45:44 Steven Sinofsky Yeah, we have really only two companies doing a good job on, on hardware, which is the constellation of Elon companies and, and Apple.
Anduril CEO: China Has Scale. Can America Catch Up?
- ▶ 7:03 Chris Power And the kind of Apple McKinsey thesis was let's offshore the easy parts of production first and then keep the value here. 2 times in the scene
- ▶ 29:04 Chris Power And I think what it is going to look like is not dissimilar from, you know, let's imagine you all at Andreessen Fundix startup and Apple, you know, they're doing a million in revenue and Apple gives them a billion dollar revenue deal and… 2 times in the scene
Software Finally Eats Services - Aaron Levie
- ▶ 18:25 Aaron Levie This is the coolest thing in the entire world, and obviously this is gonna be the most mass-market product of all time, and you know, it was like, 20 years too early with the Apple Watch.
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- ▶ 3:23 Dylan Patel Uh, Nvidia, um, and now, now, you know, the government as well, of course, and now, you know, is Apple gonna come invest, right?
- ▶ 6:48 Dylan Patel This was when they just passed Apple to be TSMC's largest customer.
- ▶ 19:22 Dylan Patel Yeah, well, like, I mean, like, every other, like, Huawei's beat Apple, right? 4 times in the scene
- ▶ 39:47 unnamed speaker Um, is there anyone akin to a Gwynne Shotwell at SpaceX or previously a Tim Cook to Steve Jobs at Apple that is at NVIDIA today?
- ▶ 53:50 Dylan Patel Like, do they go Apple route? 2 times in the scene
The Death of Search: How Shopping Will Work In The Age of AI
- ▶ 9:25 Justine Moore Instagram or on the Apple website, but then I'm gonna, like, go into the store and feel like, okay, what is actually the difference in, like, the pro weight versus, like, the MacBook Air weight, right?
- ▶ 12:12 Alex Rampell Asked a question on ChatGPT and then clicked purchase, and it actually is incorrect for Apple to say, ooh, ChatGPT, we owe you the entire, that drove the purchase.
- ▶ 19:56 Alex Rampell You go to like, you know, Safari because like they've, Apple makes tens of billions of dollars a year by sending all of those searches to Google.
- ▶ 31:34 Alex Rampell Like, that's Apple, right? 3 times in the scene
- ▶ 37:07 Justine Moore Or they have a brand they really trust, like Apple, and they're willing to pay the premium.
Chris Dixon on How to Build Networks, Movements, and AI-Native Products
- ▶ 3:14 Chris Dixon Um, and what, you know, Steve Jobs and Apple's great insight was, was that actually, by the way, the first iPhone also, I, you know, I, I was, I think I was one of the people that bought on the first day. 2 times in the scene
- ▶ 25:41 Anish Acharya They're not explicitly defined by Apple as iOS was.
Aaron Levie and Steven Sinofsky on the AI-Worker Future
- ▶ 54:02 Steven Sinofsky Then, and, and this is, there's a phrase that it's Sherlocking on the Mac and the Apple world.
Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- ▶ 1:01:28 Erik Torenberg Do you think Apple should have that same sense of urgency or Tim Cook was here? 4 times in the scene
Steven Sinofsky & Balaji Srinivasan on the Future of M&A, AI & Tech
- ▶ 5:28 Steven Sinofsky In order to finally ship computers to home, which is something that a guy named Dana Lewin, who ran the Computer History Museum, he really cracked that working for Apple in the, in the early 19 eighties, and that's how Macintosh made it to…
- ▶ 12:33 Balaji Srinivasan And, um, and then you also have like a fuzzy set sort of thing where, for example, Google and Apple compete on operating systems and Google and Facebook compete on, uh, ads and Facebook and Apple compete on, 3 times in the scene
- ▶ 18:30 Steven Sinofsky Is you, you know, and, and we probably won't even agree on, on some of this, but if you look at what, what the European Union has done with app stores, you actually see that dynamic playing out precisely, which is, you know, you have Apple… 2 times in the scene
- ▶ 41:27 Steven Sinofsky So, so, you know, you have to reinvent yourself and, you know, like, it's not like people in, you know, 1985 thought Apple was going to be a phone company.
- ▶ 1:10:37 Steven Sinofsky That, that, and Apple, that enabled the industry.
From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
- ▶ 18:55 Jeetu Patel The best in the world at this is Apple. 2 times in the scene
Tech vs. Media: Balaji Srinivasan on the Battle Shaping Our Future
- ▶ 47:09 Balaji Srinivasan There's those who are at the storyline level, and you probably only need, like, one of those per company, you know, because if you have too many very strong will personalities in a company, like, you can only have one Steve Jobs at Apple,…
- ▶ 54:05 Balaji Srinivasan It's kind of like Beats by Dre, but you start with Dre rather than Apple.
AI Content and the War for Your Attention
- ▶ 37:58 Antonio García Martínez And a lot of the math behind this one I forgot is that as a side footnote, I think look at the Apple vision, for example, as an example, right? 4 times in the scene
- ▶ 38:08 Chris Hayes And I think, I mean, the, the, the thing about the Apple vision and VR to me is
- ▶ 39:03 Chris Hayes And like, because Apple did this once before with the smartphone as the,
Marc & Ben on the Collapse of Traditional Media - Podcasts, Politics & the New Media Playbook
- ▶ 1:16:23 Marc Andreessen You've got the Gucci store and the Apple store on the other side, you know, selling something very specific and unique, um, often at much higher prices.
The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants
- ▶ 45:25 Martin Casado Like Apple, of course, has just been historically vertically integrated.
Building Cluely: The Viral AI Startup that raised $15M in 10 Weeks w/ Roy Lee
Former Microsoft Executive on Apple’s Hidden China Problem
- ▶ 0:06 Steven Sinofsky Apple would just argue there was no way we could even have started the iPhone anywhere else.
- ▶ 1:16 Erik Torenberg So, um, we're here to talk about Apple.
- ▶ 2:28 Steven Sinofsky And, and Apple is very, very good at finishing these things. 6 times in the scene
- ▶ 5:27 Erik Torenberg You know, a lot of people have commented on the sort of the failures of, of Apple intelligence, or just Apple's, uh, sort of, um, inability to capitalize on this, on this innovation. 2 times in the scene
- ▶ 5:27 Erik Torenberg You know, a lot of people have commented on the sort of the failures of, of Apple intelligence, or just Apple's, uh, sort of, um, inability to capitalize on this, on this innovation.
- ▶ 9:38 Erik Torenberg And does, if you're Apple, if you're advising Apple or, you know, do they or even some of the other big incumbents need to do something similar? 4 times in the scene
- ▶ 12:30 Erik Torenberg Not a book review of Apple in China, though it's a great book, but inspired by the book. 3 times in the scene
- ▶ 12:33 Erik Torenberg And I was just, there's a few things I just want to say, you know, first, just the, the notion that I believe they said Apple invests fifty-five billion dollars a year in, in China. 3 times in the scene
- ▶ 13:28 Steven Sinofsky I mean, I think you go back, like, of course, Apple, we all know it was in the garage in Palo Alto. 10 times in the scene
- ▶ 14:58 Steven Sinofsky And so, uh, Jean-Louis Gasset, who was running the Macintosh business at the time, he was very famous French, uh, executive for Apple, that Steve hired to run Apple France, working for Scully.
- ▶ 21:07 Erik Torenberg So at what point did that change both for Apple as a company that they realized, Hey, maybe we're, maybe we have some risks here. 6 times in the scene
- ▶ 28:38 Steven Sinofsky And what was going on in the Apple building was just super important. 6 times in the scene
- ▶ 32:27 Steven Sinofsky And so Apple, so the PC makers just continued to stamp out routine things for at least three more years until Intel finally invested a bunch of money in the OEMs via pricing to get them to build what today look like laptops for Windows… 2 times in the scene
- ▶ 34:05 Erik Torenberg I don't know if it's going to the book, or someone said, hey, China has Apple by the balls, or has us by the balls. 2 times in the scene
- ▶ 37:41 Steven Sinofsky Tesla doesn't have, didn't have to do a joint venture, which is sort of the modern thing, just like Apple, where 2 times in the scene
- ▶ 42:44 Steven Sinofsky And so, you know, Apple is, like, doing this experiment. 5 times in the scene
- ▶ 44:51 Steven Sinofsky And, and so, you know, if you look at, you know, the Apple, um, Apple vision pro, like it has all these lenses and all that they were on top, they made all of that stuff.
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