App Store, every mention

30 scenes · ← back to App Store

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every year anyone Ben Gilbert 19David Rosenthal 7Mitch Lasky 2John Bathgate 1Ben Thompson 1

Verbatim, from the transcripts: the passages where App Store comes up

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Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 1 mention

  • ▶ 3:13:28 Ben Gilbert Even with recently being number one in the App Store, it still feels hard to believe

Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 4 mentions

The Steve Ballmer Interview · Acquired Jun 2, 2025 · 1 mention

TSMC · Acquired Jan 21, 2025 · 1 mention

  • ▶ 1:33:14 Ben Gilbert 2008, the iPhone three G comes out with the app store for the first time, the SDK, all these developers building for it.

Meta (Audio) · Acquired Oct 28, 2024 · 10 mentions

  • ▶ 43:06 Ben Gilbert I remember thinking the same thing when I shipped my first app to the App Store.
  • ▶ 43:17 Ben Gilbert Two programmers uploaded something to the App Store.
  • ▶ 4:05:43 Ben Gilbert People don't search the app store for apps that often, so you'd have to show them like a pop-up ad or something.
  • ▶ 4:06:01 Ben Gilbert Facebook was almost built to be the monetizable front end to the app store.
  • ▶ 5:05:02 Ben Gilbert Facebook was making billions of dollars off of deciding what apps in the App Store get downloaded.
  • ▶ 5:10:50 Ben Gilbert I get the sense that the app install business for the app store, those search ads is going great, but it's not like equivalent to what the monetization over at Meta is on app install ads or was on app install ads.
  • ▶ 5:11:11 David Rosenthal Dollars into ads in the app store.
  • ▶ 5:11:13 David Rosenthal And the reality is people just don't go to the app store searching for apps anymore.
  • ▶ 5:11:22 Ben Gilbert This kneecapped a lot of the, like, we have a friend that's in the retail business who was saying that their ads doubled in price in 2022 when this happened, and they were sort of scratching their head, and they have nothing to do with the…
  • ▶ 5:18:32 Ben Gilbert I mean, Apple made a ten billion dollar dent in their revenue just two years ago with ATT, and I mean, they could, I don't think they would, but they could at any given moment just pull you out of the App Store, and you'd have little…

Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired Jul 22, 2024 · 1 mention

  • ▶ 3:01:00 David Rosenthal I think it was iOS, right, with the, uh, op store opening up, and the SDK comes out, and the world completely transforms.

Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired Apr 26, 2023 · 2 mentions

  • ▶ 55:03 Mitch Lasky And the, and those businesses have to have a strategy that transcends, I want to make a game and put it on Steam, or I want to make a mobile game and put it in the App Store, right?
  • ▶ 55:21 Mitch Lasky oh, then we're going to go make another game and put it on Steam or put it in the App Store.

Holiday Special 2022 · Acquired Dec 19, 2022 · 3 mentions

  • ▶ 26:10 Ben Gilbert I feel better than I did about the decentralized world computer, but I still can't articulate to you, like, when the App Store launched, like, oh, this will be an, an eighty billion dollar on-demand car service market.
  • ▶ 26:26 David Rosenthal Like, we look back now, and we're like, oh, when the App Store launched, it was obvious.
  • ▶ 30:16 Ben Gilbert When the App Store first came out, you could stare at it and go, this is going to change everything, but it was only a select few people who actually saw the particular massive use case with the new thing.

Stratechery (with Ben Thompson) · Acquired Dec 6, 2022 · 1 mention

ACQ Sessions: Jason Calacanis · Acquired Oct 4, 2022 · 1 mention

Amazon Web Services · Acquired Sep 6, 2022 · 1 mention

  • ▶ 1:30:17 Ben Gilbert That platform is not Windows of the past, or the App Store of the current day, where it was just sort of coming.

Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired Apr 6, 2022 · 1 mention

SONY (75 years of electronics history in 3 hours) · Acquired Mar 7, 2022 · 1 mention

  • ▶ 2:52:03 Ben Gilbert So they looked in many ways sort of like Apple in the nineties in their diversity of products, you know, cameras and headphones and all this stuff, PDAs, all that, but without good software and Apple by shifting down to just a few product…

Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired Nov 3, 2021 · 1 mention

  • ▶ 21:59 John Bathgate I agree with that, especially if you're, I mean, if you really have a management team that's thinking really long-term, I don't know why you wouldn't give up a little bit of extra economics for your key partners, whether that's suppliers…

Standard Oil Part II (Extended Cut) · Acquired Oct 19, 2021 · 1 mention

  • ▶ 2:09:58 Ben Gilbert Like, Apple has plenty of offenses in potentially abusing their app store privilege, uh, but I think that's a little bit of a different thing.
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