apps
also referred to as: app
12 statements across 9 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Jan 2, 2019 by Steven Sinofsky · across every show →
Everything said about apps, oldest first
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019
Evans: Mobile websites, apps, and notifications cycle endlessly into one another
“Every, every website attempts to expand until you can turn, get people to install an app. And then every app attempts to expand until you can send notifications. And then every notification expands until it becomes an app.”
Jan 2, 2019 positive
Evans: Apple Pay is more transformative for in-app purchases than retail
“To me, I've always thought Apple Pay was more interesting in apps than at point of sale, because you go into a store, you pull something out of your pocket, you put it on a thing, and you do a thing, and whether it's a phone or a card, I mean, this is what peo…”
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019 neutral
Jan 2, 2019 negative
Attar: Humanitarian aid apps and tech innovation hype are largely meaningless
“The word innovation or, you know, apps Yes, for humanitarian aid have become almost meaningless because everybody thinks that they can create an app and it's going to solve the problem, or we can paste the word innovation on anything, and that basically become…”
Jan 2, 2019
Dalio: Planning an app to crowdsource and vote on decision-making principles
“What I'm planning to do is to get the best principles from everybody and then make that all available on an app in which then people can then vote up what are the best principles for that particular thing that they're encountering, and so then when that thing …”
Feb 6, 2025
Feb 6, 2025 bullish
Sinofsky: AI TAM will grow 100x, with revenue captured primarily by applications
“And so I think that that the TAM is going to be a hundred X. It's going to be every endpoint. The revenue is going to come from the apps side of it, and then there'll be a developer side of it. It'll just be a different pricing model for different sets of scen…”
Aug 25, 2026 bullish
Sinofsky: The industry is on the cusp of a vertical AI application wave
“We're really on the cusp of a wave of apps. And like the fact that now you can apply capital without also being a recruiter for 10 years and have output, now all of the world that's unserved by software, which is literally all of it, like everybody who complai…”