Apple, every mention

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every year anyone Ben Gilbert 489David Rosenthal 323Morris Chang 27Ben Thompson 22Brendan Eich 16Mark Zuckerberg 12John Bathgate 12David Senra 10Mitch Lasky 8Steve Ballmer 6

Verbatim, from the transcripts: the passages where Apple comes up

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Disney: The Renaissance and the Empire · Acquired Aug 10, 2026 · 13 mentions

  • ▶ 1:48:38 David Rosenthal One of his first calls after he gets the news on, I think, a Sunday afternoon is to Steve Jobs, the then CEO of Pixar, in addition to being the CEO of Apple.
  • ▶ 2:00:40 Ben Gilbert The Lucasfilm guys are wondering what's going on, and it turns out this is right in the middle of when Steve is getting fired from Apple and ousted from his own company.
  • ▶ 2:00:51 Ben Gilbert So then Steve gets back in touch after the dust settles, and at first what he actually wants is the Pixar team and technology to create a rival consumer computer company to Apple.
  • ▶ 2:01:03 Ben Gilbert He wants to get back at Apple using Pixar as the seeds of the company.
  • ▶ 2:21:16 David Rosenthal He didn't make anywhere near that kind of money from Apple.
  • ▶ 2:25:53 David Rosenthal So, meanwhile, the backdrop to all of this is Steve Jobs had come back to Apple.
  • ▶ 2:26:00 David Rosenthal By this point in time, Apple had bought Next.
  • ▶ 2:26:03 David Rosenthal Steve is now CEO of Apple, leading the turnaround in the renaissance at Apple.
  • ▶ 2:26:34 David Rosenthal And specifically calls out Apple's rip mix burn marketing campaign saying it encourages theft of intellectual property via digital piracy.
  • ▶ 2:27:09 David Rosenthal It's another thing to come after him at Apple.
  • ▶ 2:27:33 David Rosenthal you probably don't want to come after Steve Jobs and Apple, one of your most important partners.
  • ▶ 2:38:43 David Rosenthal So Steve would end up living another five and a half years after this, but he and, and Bob and, and Apple, and then eventually the rest of the world knows soon it's, it's just all borrowed time.
  • ▶ 2:40:59 David Rosenthal If Steve had lived and if he had felt he had the energy to do it alongside Apple, or maybe, who knows, even merge the two companies, he could have done it.

The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired Jun 23, 2026 · 2 mentions

  • ▶ 1:09:08 Ben Gilbert And of course the, the modern Apple watch, Mickey watch face is a reference to this because he's using his arms to point to the, the times on that original Ingersoll watch.
  • ▶ 1:56:27 Ben Gilbert And to me, it really symbolizes that animators are the crown of Disney in this era, in the way that at Google, it's engineers, and at Apple, it's designers, and at Microsoft, it's PMs.

Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired May 18, 2026 · 5 mentions

  • ▶ 1:30 Ben Gilbert General Motors, Nike, Starbucks, Lockheed Martin, Visa, Apple,
  • ▶ 2:07:21 Ben Gilbert You see this with Apple, the Steve Jobs, Tim Cook.
  • ▶ 3:00:17 Ben Gilbert Like, normally in a company, when I buy a share of Apple, it's because I think Apple is gonna compound their profits, their cash flows, in the future at a higher rate than anything else that I could invest in.
  • ▶ 3:22:01 Ben Gilbert Apple, Microsoft, Google, it's all 20% plus these big, uh, Vanguard, Fidelity, BlackRock, State Street, et cetera.
  • ▶ 3:41:00 Ben Gilbert And I was definitely in the camp of all Apple Silicon is amazing, and it's remarkable how my M one still feels snappy.

Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired Apr 14, 2026 · 2 mentions

Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired Mar 5, 2026 · 17 mentions

  • ▶ 3:59 Ben Gilbert So we've got new regulations, which means all new car designs, an expansion to an 11th team with Cadillac, Audi and Ford are also entering the sport, and a brand new broadcast partner in the U.S. in Apple TV.
  • ▶ 3:28:27 David Rosenthal In the interim, Apple
  • ▶ 3:30:07 David Rosenthal So on the back of that, Apple comes in over the top for the US media rights negotiations with a five-year deal at a hundred and fifty million dollars a year.
  • ▶ 3:30:43 David Rosenthal And for Apple,
  • ▶ 3:31:16 David Rosenthal And hey, Apple's a global company.
  • ▶ 3:31:17 David Rosenthal Apple TV subscribers and Apple customers, but they love their European and Asian and Middle Eastern customers just as much.
  • ▶ 3:31:17 David Rosenthal Apple TV subscribers and Apple customers, but they love their European and Asian and Middle Eastern customers just as much.
  • ▶ 3:31:30 David Rosenthal To show them, you could imagine F-one on Apple TV someday.
  • ▶ 3:31:51 Ben Gilbert And so, with Apple, with Netflix, with, uh, more likely Amazon, I think, than Netflix, uh,
  • ▶ 4:15:05 David Rosenthal This is actually a opportunity, or maybe we could frame it as part of the bold case for Apple's involvement in the sport.
  • ▶ 4:15:18 David Rosenthal Uh, Apple did.
  • ▶ 4:15:31 David Rosenthal It's not that difficult to imagine some of the Vision Pro technology being really game changer on this front for F-One.
  • ▶ 4:15:39 David Rosenthal I'm not even really thinking about consumers wearing Vision Pro and watching these things, but to your point about seeing the drivers experiencing the drivers more during the race, like Apple absolutely has the technological ability and…
  • ▶ 4:15:39 David Rosenthal I'm not even really thinking about consumers wearing Vision Pro and watching these things, but to your point about seeing the drivers experiencing the drivers more during the race, like Apple absolutely has the technological ability and…
  • ▶ 4:16:02 Ben Gilbert What do they call it in the Vision Pro where, uh, I could take a video call wearing the Vision Pro and it uses my avatar.
  • ▶ 4:16:16 David Rosenthal Acquired doesn't need to do product development for Apple and F-One here, but like, uh, this is a bull case for Apple becoming a major partner of F-One.
  • ▶ 4:25:32 Ben Gilbert To Eddie Q at Apple, longtime Formula One fan, and of course, who recently bought the U.S. broadcast rights.

The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired Jan 27, 2026 · 1 mention

  • ▶ 3:00:18 Ben Gilbert Can just happen on my little set top box and my Apple TV, install the app and this, that, and the other thing.

10 Years of Acquired (with Michael Lewis) · Acquired Dec 15, 2025 · 5 mentions

  • ▶ 10:26 Ben Gilbert David knew all the Apple rumors in real time, just like I did.
  • ▶ 27:31 Ben Gilbert But like you subscribe in Apple Podcasts or Spotify, and those people are actually subscribed and they're going to get the next episode.
  • ▶ 1:05:36 Ben Gilbert And I'll stop and I'll write my little Apple note.
  • ▶ 1:06:23 David Rosenthal Yeah, garages were, were a little more popular back in the day with HP or Apple or in the nineties with Google and Amazon, all founded in garages.
  • ▶ 2:01:39 Ben Gilbert Apple Podcasts not becoming YouTube was actually great for us.

Coca-Cola: The Complete History & Strategy (Audio) · Acquired Nov 24, 2025 · 6 mentions

Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired Oct 27, 2025 · 4 mentions

  • ▶ 1:20:24 David Rosenthal The California hippie counterculture Summer of Love movement kind of bifurcated and went off in a whole bunch of different directions, and one of those directions was Silicon Valley and tech and computers and Steve Jobs and Nolan Bushnell…
  • ▶ 1:45:13 David Rosenthal That's when you get the Apples, the Costcos, the Trader Joe's.
  • ▶ 3:21:21 Ben Gilbert I, because I can't help myself ordering every Apple product and most new tech gadgets that come out and then just having a giant pile of them.
  • ▶ 3:21:35 Ben Gilbert It just is crazy how Apple gets better and better and better and better iteratively each time with these things.

Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 7 mentions

Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 38 mentions

  • ▶ 40:11 Ben Gilbert Now it's popular to create maps.
  • ▶ 1:58:55 David Rosenthal Spoiler alert, like they do to Apple for Safari today to the tune of, like, twenty billion dollars a year.
  • ▶ 2:05:51 David Rosenthal I'm not including WebKit here because that was an Apple innovation.
  • ▶ 2:11:03 Ben Gilbert And today, aside from mostly iPhones, but Apple devices running Safari, it is the browser.
  • ▶ 2:11:44 David Rosenthal So Internet Explorer has gone from 70% down to 30%, and this is both Chrome on the desktop side, but you're now also well into the rise of mobile, and so Apple's mobile Safari is now becoming huge,
  • ▶ 2:13:01 Ben Gilbert And it really kicked off this amazing era for the web between Apple needing to then sort of
  • ▶ 2:13:08 Ben Gilbert In a lot of years, it was actually faster than Chrome, and they would go back and forth, and it really spurred Apple, who was already a steward of WebKit, and they sort of had their own competitive response to Microsoft after Steve Jobs…
  • ▶ 2:13:26 David Rosenthal Because that was part of the Microsoft Apple deal right when Microsoft saved Apple.
  • ▶ 2:13:36 Ben Gilbert Over the years, you know, Apple's incentives, especially post iPhone, were not to make it so web apps could be great.
  • ▶ 2:13:44 Ben Gilbert Apple's incentives were to make it so native mobile and desktop applications could be great, and so Google really pushing the envelope in the web's capabilities and what a modern browser could do forced this, like, good for the world race…
  • ▶ 2:14:12 Ben Gilbert I mean, Microsoft certainly didn't have an incentive to do it in the business model they were in at the time, and Apple doesn't.
  • ▶ 2:14:26 Ben Gilbert At that point in time, Apple now, ironically.
  • ▶ 2:21:07 David Rosenthal This is why Google pays Apple twenty billion dollars a year.
  • ▶ 2:28:03 David Rosenthal And Andy, of course, had been an engineer at Apple.
  • ▶ 2:28:07 David Rosenthal And then left Apple with a group of, uh, rebels?
  • ▶ 2:31:51 David Rosenthal Basically, phone companies either were full stack, like Apple and the iPhone is today, where they made the phone and the operating system, so that was Nokia, and then the big player, in the smartphone market at least, was Blackberry, made…
  • ▶ 2:36:24 David Rosenthal Apple and Google are very close.
  • ▶ 2:36:28 David Rosenthal I'm sure they were starting to get wind from Apple of what was going on.
  • ▶ 2:36:34 Ben Gilbert Eric's on the board at this point, right, of Apple?
  • ▶ 2:38:08 unnamed speaker Apple.
  • ▶ 2:38:15 Ben Gilbert There's going to be a fully integrated player, which Apple was going to be, and then there's going to be an OEM plus licensed operating system, and the model would have just been that Microsoft sells operating systems, a mobile operating…
  • ▶ 2:38:30 Ben Gilbert To the OEMs, who were freaking out that Apple was going to run away with it.
  • ▶ 2:39:44 David Rosenthal Summer of 2006, that next year, Eric Schmidt joins the Apple board.
  • ▶ 2:40:59 David Rosenthal That, like, Apple and Google are so close they should merge.
  • ▶ 2:41:50 Ben Gilbert Now, the apps are written by Apple.
  • ▶ 2:41:52 Ben Gilbert The icons are designed by Apple.
  • ▶ 2:41:57 David Rosenthal The only icons and apps on the phone are the ones that Apple puts there, and two of the
  • ▶ 2:42:25 David Rosenthal I mean, it was obvious this was not gonna work, because the YouTube team was like, Apple didn't put our logo on there.
  • ▶ 2:43:55 David Rosenthal So, remember, Eric Schmidt is on the Apple board.
  • ▶ 2:44:12 David Rosenthal Supposedly at an Apple all hands meeting, this is actually a little later, but he's overheard and quoted, leaked to the press as saying, we did not enter the search business.
  • ▶ 2:44:34 Ben Gilbert Apple has been happy to just take a spiff of all the traffic that they send to Google and not compete in Google's core business.
  • ▶ 2:44:43 Ben Gilbert Now, I will say, I believe Apple reputation launders a little bit.
  • ▶ 2:45:00 David Rosenthal Apple did not enter the search business.
  • ▶ 2:45:14 Ben Gilbert He also says, I will spend my last dying breath if I need to, and I will spend every penny of Apple's forty billion dollars in the bank to right this wrong.
  • ▶ 2:45:47 Ben Gilbert A lot of the stuff that, you know, Apple touts that they were the first company to ever do multi-touch, and they only,
  • ▶ 2:46:14 David Rosenthal That's the patents that Apple has.
  • ▶ 2:46:55 Ben Gilbert Apple didn't have an App Store.
  • ▶ 2:47:04 David Rosenthal Took Apple years to get that.
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