Apple, every mention
959 scenes, the whole family · ← back to Apple
tap a year for its mentions
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
Google Part II: Alphabet (Audio) · Acquired
- ▶ 2:47:08 Ben Gilbert I mean, these are things that Apple then directly copied as well, so.
- ▶ 2:49:28 David Rosenthal Now that's a little bit unfair to the iPhone because by the time the G one actually launched, Apple had indeed just shipped the app store.
- ▶ 2:50:50 David Rosenthal But to be fair to Apple and the iPhone, it is starting to run away with the market.
- ▶ 2:51:12 David Rosenthal Apple and the iPhone goes from not in the smartphone market at all to over 50% market share of smartphones.
- ▶ 2:55:51 David Rosenthal The Apple version of Google Maps, you had to manually advance the steps.
- ▶ 2:56:47 David Rosenthal 80% of the ad, 90% of the ad was a Apple style ad knockoff with the like bright, happy, upbeat music and the white background.
- ▶ 2:56:55 David Rosenthal And it had the fading Apple style text
- ▶ 2:58:35 Ben Gilbert Game over for the, the segment of the market that is not Apple, this different OEM from operating system.
- ▶ 3:00:23 David Rosenthal Sure, there's a segment of the market that's going to demand Apple.
- ▶ 3:00:56 Ben Gilbert I mean, there was some risk that it was all Apple, and then that creates two problems for Google.
- ▶ 3:01:02 Ben Gilbert One, they pay Apple a lot more money than they pay the combination of the carrier and the OEM maker.
- ▶ 3:01:19 Ben Gilbert If mobile Safari was the new Internet Explorer and their entire franchise was at risk of Apple saying, and we're gonna point traffic over here now.
- ▶ 3:02:20 Ben Gilbert I mean, they didn't derive giant profits from the mobile, like directly off of selling phones or selling the OS or, you know, they make some money on the play store, but not giant amounts relative to the rest of their money and what other…
- ▶ 3:03:41 Ben Gilbert Like Apple figured out mobile.
- ▶ 3:06:09 David Rosenthal And Apple is, you know, 27.999%.
- ▶ 3:06:14 Ben Gilbert Apple's share has really grown.
- ▶ 3:06:23 David Rosenthal Things like cheaper iPhones, bigger screens, better cameras, I mean, on and on and on and on of things that I don't think Apple would have done if Android hadn't been pushing them.
- ▶ 3:08:54 Ben Gilbert They have to pay twenty billion dollars to Apple.
- ▶ 3:10:26 Ben Gilbert So that means there's fourteen billion that gets distributed to non-Apple traffic acquisition distribution partners, which in their annual report, they define as browser providers, mobile carriers, original equipment manufacturers, and…
- ▶ 3:11:26 Ben Gilbert It's half of what they're paying Apple.
- ▶ 3:11:29 David Rosenthal Half of what they're paying Apple, but for many, many, many more devices.
- ▶ 3:11:33 Ben Gilbert And so, clearly, the rev share to the carriers and OEMs is a much smaller percent than what they have to pay Apple.
- ▶ 3:13:02 Ben Gilbert So I guess what I'm saying is obviously Android was a giant success, and the biggest reason, even though they save, I don't know, 10, fifteen billion a year from not having to pay it to Apple, and even though they generate
- ▶ 3:16:41 Ben Gilbert I mean, it, it's kind of crazy that Android is happening over in this other building, and there's this, like, fight with Apple, and that's the same time that they're doing Google Wave.
- ▶ 3:21:47 Ben Gilbert The whole Chrome and Bing thing was defense against Microsoft, Android was defense against Apple and Microsoft, and Google Plus is now defense against Facebook.
- ▶ 3:51:04 Ben Gilbert Like Apple, pure play platform company.
- ▶ 3:56:49 David Rosenthal Apple, I think only has three, maybe four, so the three Apple has for sure are iPhone, iMessage, and Safari.
- ▶ 3:57:10 David Rosenthal So by your definition, Apple has one with iPhone.
- ▶ 3:57:14 Ben Gilbert I think Apple has one.
- ▶ 3:57:54 David Rosenthal Apple has one.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 2:10 Ben Gilbert More than Apple, Microsoft, Exxon Mobil, JPMorgan Chase, Berkshire Hathaway.
- ▶ 1:43:11 David Rosenthal Yeah, well, and he had just come back to Apple from Next.
- ▶ 1:43:33 David Rosenthal Also, deeply ironic given what was to come between Apple and Google.
- ▶ 2:46:44 Ben Gilbert Plays out all the way to the much debated Apple Safari deal today, and the tens of billions of dollars that Google still pays to Apple in traffic acquisition costs.
- ▶ 3:12:04 David Rosenthal Amazon's PE is 35, Microsoft is 37, Nvidia is 46, Apple is 30, and Meta is 27, and Google Alphabet is down at 20.
- ▶ 3:29:14 Ben Gilbert I'm trying to think, let me date the year, 2000 two to six, I was as big a Google fan of things that were Google-y as I was an Apple fan for that period of my time, and I think a lot of people were.
- ▶ 3:34:18 Ben Gilbert Two is a much more casual, very enjoyable show called Your Friends and Neighbors on Apple TV.
- ▶ 3:34:36 Ben Gilbert Love Your Friends and Neighbors on Apple TV.
The Steve Ballmer Interview · Acquired
- ▶ 10:54 Steve Ballmer We had a card called the CPM soft card or the soft card for the Apple II.
- ▶ 11:00 Steve Ballmer It was a card that plugged into an Apple II that ran CPM, not our operating system.
- ▶ 11:13 Steve Ballmer But we had licensed it to put on this card that plugged in the Apple II.
- ▶ 21:08 Steve Ballmer And, you know, Apple's doing their thing and we start, that's another disruption could blow everything up.
- ▶ 1:12:33 Ben Gilbert On our episode, we threw out the idea that Microsoft's competitor, like the truest form that it should have taken on mobile, was not actually Apple.
- ▶ 1:26:44 Ben Gilbert Well, people always talk about how the Think Different campaign that Steve Jobs did was for Apple employees as much as it, in fact, way more than for the general public.
- ▶ 1:33:31 Steve Ballmer Apple's two-tricks.
- ▶ 2:10:34 Steve Ballmer And Apple's Apple, but they're going to be two phones.
Epic Systems (MyChart) · Acquired
- ▶ 11:30 Ben Gilbert She is going to build her company in almost the exact same time frame that Apple and Microsoft were built.
- ▶ 1:30:56 Ben Gilbert It's an HP brand on the back of an iPod that tells you all you need to know about what a weak position Apple was in at the time that they were willing to let HP put their brand on something entirely created by Apple to get HP's…
- ▶ 3:07:57 David Rosenthal Another thought exercise to kind of come at this question is if in some alternate universe, Microsoft or Google or Amazon, or I don't know, maybe even Berkshire Hathaway, maybe Apple, if they could acquire this company,
- ▶ 3:08:22 Ben Gilbert That's four percent of Apple or Microsoft.
- ▶ 3:20:03 Ben Gilbert If you compare this to Athena Health, a competitor, that's 10%, or Oracle all up is 23%, or if you look outside this industry, it's actually equivalent to Apple at 36% of their operating expenses of R&D, Amazon's 28%, so 35% is quite…
Rolex (Audio) · Acquired
- ▶ 3:44 Ben Gilbert They make a watch that can't tell the time, as good as my Apple Watch, or even a 10 dollar Casio, for that matter.
- ▶ 46:53 Ben Gilbert It's like Apple selling memory.
- ▶ 1:04:53 David Rosenthal Really, the parallels to Apple are just like incredible.
- ▶ 1:18:15 Ben Gilbert You never have to charge your Apple Watch.
- ▶ 2:00:30 David Rosenthal Oh, you mean like, uh, the Vision Pro is not, uh, augmented reality?
- ▶ 2:19:41 Ben Gilbert I set the complication in the lower right of my Apple Watch to be the home time, because it's just really nice to keep track of home time in addition to where I am right now.
- ▶ 2:39:42 David Rosenthal You know, nothing on my wrist until the Apple Watch, and then when the Apple Watch came out, I've worn that every day since, until we went to Taiwan, and we were like, well, we should do a little, little Easter egg, and we broke out the…
- ▶ 2:40:01 David Rosenthal Do I go back to the Apple Watch?
- ▶ 3:03:07 David Rosenthal You know, wearing an Apple watch, what model, what style, what band says a lot about you too.
- ▶ 3:03:11 David Rosenthal I wear my Hermes band on my Apple watch.
- ▶ 3:04:43 Ben Gilbert It's a fashion strategy, but it's not a luxury strategy, and it's still subject to a functional displacement, like what happened with the Apple Watch.
- ▶ 3:46:51 David Rosenthal You can't walk out of there with a Birkin, but you sure as hell can walk out of there with a scarf or a piece of furniture or, uh, you know, Apple watch strap, you know, et cetera, et cetera.
- ▶ 4:16:54 David Rosenthal Apple alone ships way more Apple watches every year than the entire Swiss watch industry.
- ▶ 4:16:54 David Rosenthal Apple alone ships way more Apple watches every year than the entire Swiss watch industry.
- ▶ 4:17:05 David Rosenthal And I think Apple, depending on the year, does like 30 to 50.
- ▶ 4:18:06 David Rosenthal It's totally an Apple situation here.
- ▶ 4:27:39 David Rosenthal In some senses, it's Apple.
- ▶ 4:28:19 Ben Gilbert That is actually a huge reason I wear my Apple Watch, and I've worn it every day to bed for nine years.
- ▶ 4:28:43 Ben Gilbert So when you're thinking about what enables Apple's profits versus Rolex's profits, I mean, if I go buy a Rolex, I will pay about 10 times more than I paid for my Apple Watch.
- ▶ 4:28:43 Ben Gilbert So when you're thinking about what enables Apple's profits versus Rolex's profits, I mean, if I go buy a Rolex, I will pay about 10 times more than I paid for my Apple Watch.
- ▶ 4:36:30 Ben Gilbert The Apple Watch comes out in 2014.
- ▶ 4:37:33 Ben Gilbert I spent the same amount of money on this obsolete thing that I could have spent on an Apple watch.
- ▶ 4:37:40 David Rosenthal There's a great New York Times piece, uh, before the Apple Watch that quotes a source at Apple as saying that Johnny Ive was bragging around, uh, around the company about how the forthcoming watch from Apple was gonna destroy the Swiss…
- ▶ 4:37:40 David Rosenthal There's a great New York Times piece, uh, before the Apple Watch that quotes a source at Apple as saying that Johnny Ive was bragging around, uh, around the company about how the forthcoming watch from Apple was gonna destroy the Swiss…
- ▶ 4:38:22 David Rosenthal But for the tie end, like, pfft, luxury, the Apple Watch edition, you know, gold Apple Watch, get out of here.
- ▶ 4:38:29 Ben Gilbert The Apple Watch, it's weird how they managed to decimate the low end, but no one took the edition seriously.
- ▶ 4:38:29 Ben Gilbert The Apple Watch, it's weird how they managed to decimate the low end, but no one took the edition seriously.
- ▶ 4:38:36 Ben Gilbert The Apple Watch addressed a completely new market.
- ▶ 4:38:39 Ben Gilbert So high-end watch people weren't going to buy an Apple Watch, period.
- ▶ 4:38:44 Ben Gilbert But for all the new people who were willing to buy an Apple watch, there was no reason to buy a 10,000 dollar watch.
- ▶ 4:38:51 David Rosenthal And for a small subset of those people who bought Apple watches, it then became the gateway into the high-end mechanical watch industry.
- ▶ 4:39:22 Ben Gilbert I mean, in the nineties, these quartz watches suddenly made 25 dollar watches possible, and like, that market went entirely away with the Apple Watch.
- ▶ 4:39:32 Ben Gilbert The, uh, the Fossil Watch stock went down 99% since the Apple Watch came out.
- ▶ 4:51:18 Ben Gilbert Oh, I also came to this realization, when you describe this curve, like, when you start, it's Rolex, and when you finish, it's Rolex, and it's a company that owns this category and all that, the comp is Apple.
- ▶ 4:51:29 Ben Gilbert If you go to Rolex's website and you click any watch, it looks just like an Apple product page.
- ▶ 4:51:42 Ben Gilbert I mean, their YouTube channel looks exactly like Apple's high-gloss promotional videos, products whizzing through space, plunging into water.
- ▶ 4:52:19 Ben Gilbert Apple.
- ▶ 4:52:20 Ben Gilbert Rolex and Apple are mirror image companies in a lot of ways.
- ▶ 4:52:25 David Rosenthal Well, I guess we gotta do Apple now.
- ▶ 4:56:32 Ben Gilbert I'm the person 15 years ago who was highlighting emails, right-clicking, and using Apple's built-in speech thing on laptops to read it to me, because I'm so much better at processing information audially than visually.
TSMC founder Morris Chang · Acquired
- ▶ 2:05 Ben Gilbert Chang shares in his memoir about Apple, NVIDIA, and the birth of the fabulous industry.
- ▶ 13:42 Ben Gilbert Apple.
- ▶ 13:43 Morris Chang Apple, yeah.
- ▶ 13:44 Morris Chang Apple came later, yeah.
- ▶ 52:06 David Rosenthal So that takes us to Apple.
- ▶ 52:09 Ben Gilbert Could you share with us how you end up meeting Apple?
- ▶ 1:00:35 Morris Chang Take Qualcomm, I'm quite sure that they use, uh, you know, the most advanced, uh, and, uh, or even Apple, I think they use.
- ▶ 1:08:10 Morris Chang The name slipped my mind for a while, for a second, yeah, which, which is a very important supplier to Apple.
- ▶ 1:08:50 Morris Chang I don't think she understood the, uh, significance of, uh, of, uh, Terry Gao coming to dinner, bringing a vice president from Apple.