iPad, every mention

60 scenes, the whole family · ← back to iPad

tap a year for its mentions
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every year anyone David Rosenthal 27Ben Gilbert 27Packy McCormick 4Steve Ballmer 1Ben Thompson 1

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

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10 Years of Acquired (with Michael Lewis) · Acquired Dec 15, 2025 · 1 mention

Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 1 mention

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

  • ▶ 1:17:05 Steve Ballmer Now we, you know, again, would we have tweaked things, done things a little bit better, you know, or part of that iPad?

IKEA (Audio) · Acquired Nov 18, 2024 · 6 mentions

Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired Jul 22, 2024 · 16 mentions

  • ▶ 3:24:14 David Rosenthal And then Apple comes out with the iPad in 2010.
  • ▶ 3:25:01 Ben Gilbert So, but you're right, the iPad coming out really validates, whoa, big tablets with multi-touch actually might be the computing paradigm for the future,
  • ▶ 3:25:35 David Rosenthal The iPad sure as hell looks like it's gonna try and come do that to Microsoft's core PC market.
  • ▶ 3:25:43 David Rosenthal I mean, the original Jobs keynote introducing the iPad lays out his vision, right, of like, the PC is gonna become the pickup truck,
  • ▶ 3:25:52 David Rosenthal And the iPad is gonna become the car, and that would be a truly terrible thing for Microsoft, especially if that goes into the enterprise, as the iPhone is clearly going into the enterprise on the phone side.
  • ▶ 3:26:04 Ben Gilbert Now, there was a little bit of a folly in believing that the iPad was the PC of the future.
  • ▶ 3:26:09 Ben Gilbert Standing here today, we all can look at unit sales and realize, oh, the iPad was not the PC of the future.
  • ▶ 3:26:16 Ben Gilbert It had its place, but it did not in any way replace PCs
  • ▶ 3:31:49 David Rosenthal There's a reason why the iPad was a scaled up version of the iPhone, not a scaled down version of the Mac.
  • ▶ 3:32:02 David Rosenthal I wish Apple would do this with the iPad.
  • ▶ 3:32:05 David Rosenthal I don't want to have a MacBook and an iPad.
  • ▶ 3:32:41 Ben Gilbert It has the YouTube videos cached, it, you know, does whatever, but it just turns into an iPad with an iOS UI.
  • ▶ 3:32:54 Ben Gilbert I travel with an iPhone and an iPad and a MacBook, and I think I could just do two.
  • ▶ 3:58:09 Ben Gilbert What users want is we have a good version of Word, Excel, PowerPoint that people can run on their iPads, and we've decided not to ship it to try and advantage Surface and other Windows eight devices.
  • ▶ 3:58:53 Ben Gilbert Now, with all this hindsight, I understand why you wouldn't make the decision when you feel like the iPad could be the end of you.
  • ▶ 3:59:41 David Rosenthal It really, it was an easy win for Satya during his first year to say, culture has changed here, we are shipping Office on iPad.

Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired Apr 22, 2024 · 1 mention

  • ▶ 1:54 Ben Gilbert Making hardware, gaming systems, gaming studios, Windows apps, iPad apps, Mac apps, operating systems, mobile operating systems, MP three players, search engines, cloud computing, services on cloud computing, programming languages,…

Hermès (Audio) · Acquired Feb 20, 2024 · 1 mention

  • ▶ 3:36:28 Ben Gilbert Whatever salespeople we hire to work at those stores, they're gonna sell the same iPhones and iPads that we have everywhere else at every other store.

Visa (Audio) · Acquired Nov 27, 2023 · 1 mention

  • ▶ 3:27:22 David Rosenthal They just use iPads, and they would have, as part of Apple Pay, they would have Apple Pay for merchant software that would be on the iPads.

Costco (Audio) · Acquired Aug 21, 2023 · 1 mention

Holiday Special 2022 · Acquired Dec 19, 2022 · 16 mentions

Stratechery (with Ben Thompson) · Acquired Dec 6, 2022 · 2 mentions

Qualcomm · Acquired Nov 15, 2022 · 2 mentions

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

Amazon.com · Acquired Aug 16, 2022 · 1 mention

  • ▶ 3:01:57 David Rosenthal Well, I didn't do any financial analysis, but as we'll talk about in the story, similar to the defense against Google with search, it was defense against Apple and the iPod, the iPhone, the iPad.

Arena Show Part I: Idea Dinner + YC Continuity · Acquired May 12, 2022 · 1 mention

  • ▶ 0:29 Ben Gilbert I like prepared things, and I should read them off my iPad here, but the only thought that can occur to me right now is how different this is than

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

  • ▶ 2:52:45 David Rosenthal Put the Mac business aside for a second, you know, all of Apple's businesses, MP three players with the iPod, all their great successes, the iPhone, the iPad,

Peloton - the entire history and strategy behind America's trendiest workout · Acquired Feb 10, 2022 · 3 mentions

  • ▶ 34:31 Ben Gilbert The original vision actually was a connect your own iPad vision.
  • ▶ 51:49 Ben Gilbert If you, if you haven't ridden the Peloton, like, why can't I just mount an iPad on an old, uh, iPad on an old exercise bike?
  • ▶ 51:55 Ben Gilbert The biggest difference is that when the bike is not feeding information into whatever device you're using, you know, your iPad or something, it doesn't know what the resistance is and it doesn't know what your cadence is.

Not Boring (with Packy McCormick) - Extended Cut · Acquired Dec 3, 2021 · 4 mentions

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