Apple, every mention
12 scenes (said by John Bathgate), 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
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 21:35 John Bathgate And who knows, it might work out perfectly for Apple over the next 10 years.
- ▶ 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…
- ▶ 22:26 John Bathgate It's like meaningless to them and it would create so much value for, um, all the, and there's, there's obviously knock on effects of that.
- ▶ 1:04:25 John Bathgate And then they, they actually, we, we do think they're taking market share, especially in digital markets, like where they would be selling to an Intel or an Apple or an Nvidia.
- ▶ 1:20:37 John Bathgate Like, I think TSMC is more important than Apple.
- ▶ 1:20:39 John Bathgate Like, if Apple disappeared off the face of the earth,
- ▶ 1:35:46 John Bathgate And so, um, and then the, you also have all this off the shelf IP they're getting from companies like Arm or from Cadence or Synopsys that, I mean, part of what Apple does to your point, Ben, is they're really just an aggregator.
- ▶ 1:35:55 John Bathgate Like they buy, you know, IP blocks off the shelf.
- ▶ 1:47:00 John Bathgate And so I was trying to think about, I mean, Apple's obviously the biggest customer.
- ▶ 1:47:11 John Bathgate and how much of kind of like Apple's differentiation is driven by semiconductors.
- ▶ 1:47:15 John Bathgate And so if you guys know that off the top of your head, that'd be my, my guess for kind of like Apple's contribution to the TSMC value creation for the world.
- ▶ 1:48:16 John Bathgate Like the, you know, Apple's contribution is, you know, another half trillion dollars to the TSMC value creation story, but you get the broader point, right?