Apple

“Our revenue per employees is way higher than Apple.”

“That is not enough of a crease. Do you matter at all? Especially if this is a mode where your using two apps. You don't care about the middle at all. I have seen guys on football days off four TVs next to each other with full bezels. Like you can see the line…”

“The aspect ratio is kind of weird for modern content because we have films, which are widescreen and YouTube videos, which are 16 by nine, and those will show black bars at the top and the bottom, or you could zoom in and then you're cropping the sides. Not a …”

“In this video, there is no crease. I'm sure the YouTube tech reviewers will be hunting in all different lighting for creases, but it feels like Apple waited long enough to avoid a crease whatsoever, so you will get no crease.”

“I think this is going to sell like hotcakes. I think people are ready to spend, it's going to be like two grand, maybe three grand when you max it out. I think The Apple buyer, the Apple fanboy is ready for something that actually is a flex beyond like a sligh…”

“Cook couldn't, couldn't make it to 95 in the seat, but Ternus, I think he got it, what it takes.”

“Like, I think that Apple set this up well. I think it's going to be a huge hit for them, even though, as you noted, it's insane. It's going to be insanely expensive.”

“And so that, of course, what's it going to do? The average selling price. It's going to jack it way up. If this thing is over 2000 dollars now, maybe their margins, you know, again, their margins are obviously impacted by all the components stuff that we just …”

“I think the iPhone, I think what Apple will hit on here is I think the slightly more passport like shape in when I'm envisioning it, I think about like right now with the current, I have a pro max, so it's obviously the massive one and it's very tall. It's obv…”

“I wouldn't be shocked if they play that up, obviously they'll want to still talk about the productivity gains you can get from unfolding and having a bigger screen, but I do think a lot of it, you're exactly right, is going to be, yeah, just like watching YouT…”

“It's a 2000 dollar plus phone. I'm sure it'll be 300 dollars maybe 300 dollars for two years or 400 for two years to get the care package on it and then services revenue grow right with it.”

“There will be, of course, people who bend it the other way to prove that it could bend, you know, it's not invincible and there'll be all sorts of fun class action lawsuits undoubtedly that, that arise as these new form factors come into play.”

“Even though he's taking the step back out of the CEO role as executive chairman. He's getting paid CEO-level money”

“Siri is not gonna blow anyone away who's been day-to-day living with OpenAI and Anthropa and Claude but it's certainly gonna be good enough for the masses, and I think that they're gonna get some new experiences that those are not as versed in AI that they'll …”

“That feels more like co-CEOs to me than it does. Like one person's the CEO and the other person's the executive chairman.”

“It does seem like cook will actually be very active. He's getting a new office. He's going to be on campus. It's not like the typical sort of executive chair.”

“The pro will continue to have the best camera system. Largely, it seems like simply because of laws of physics, right? And the way that the foldable is gonna be more space constrained you know, by the, by its nature.”

“They have a new software feature coming in iOS where you can basically transfer your phone number from one device to the next super easily. So you could just say like, I'm using this device now, and it will take your phone number and put it over.”

“I think it'll be a marketing challenge after years and years, but Apple's done that historically, of course, said that they weren't doing something until they come out to do it.”

“I think the bigger issue is how they do Mac OS to deal with this touch element, because that's been part of the talking point, right? Of like why they weren't going to do a touch screen Mac in the past. It's like, it's just a different beast. There's different…”

“You know, to me, that's just a sign of confidence that they have in their artificial intelligence that, like, they're willing to push, make this push again. Obviously, AI is going to be central to any device like this, and Apple must feel good about it.”

“Well, and this is one of those devices that's apparently been on hold forever because AI wasn't ready, right? Siri was so bad that they had to postpone the release of this and maybe a few other devices, including new versions of the HomePod and Apple TV.”

“If you're going to make a large announcement, unless you are Microsoft or Apple or Meta or something, you're not going to get same day or next day coverage. You're going to need to reach out to reporters two to three weeks in advance to give them a heads up, t…”

“You want to know, the truth is I know what I'm building is a top three priority at Google and Apple, like in the next 12 months. Not a top 10 priority, like a top three priority.”

“One, they're not a cloud company. They're just not, it's just not their DNA. They don't know how to do cloud.”

“But I think it's going to be good, but it's going to feel not nearly as powerful as Town or GrokBot. Like it's not even going to be there in terms of its capabilities, but it'll be on your phone. It'll be convenient. You'll be able to like enable more data wit…”

“So, when we went to Apple, it was that on steroids for us, you know, they're a great company, the best company, you know, but we found that at every company we went to, that everything was very siloed, and communication Understanding was siloed. Not some, not …”

“Because, what was so great about, what is so great about Apple, because it's still in their DNA, is they had Steve Jobs. He was the ultimate cross-disciplinary human being. That was his, in his DNA, where tech meets liberal arts.”

“Computers, like I went to a couple of computer companies, not Apple, right? And I witnessed this firsthand to where engineering Audio, the audio budget in a speed, in a computer at the time was 50 cents.”

“Look, when we were there, we wanted to buy Musical.ly”

“Yeah, so the open one that Wozniak had created where people could put their own components in, take it apart, that was keeping them afloat. And Steve's version of the computer, which was closed and sort of more controlled, which is a theme I think we're gonna …”

“He's got over a hundred million, I think.”

“And then obviously brought in people like Tim Cook, who are pure systems guys, no innovation.”

“Not the one Henry helped to finance. He invested in Apple.”

“And you know, we own 20% of NVIDIA. Think about that. I mean, you know, we own 10% of Google. And there's many others, you know. Apple. Are you kidding me? We were the first investor of Apple, in Apple. Cisco. We own a quarter of Cisco systems.”

“And like, by the way, you know, I have a desktop, like sitting in my computer in my room where I just like logged into my son's iMessage account. And I've sit there and fucking screenshot it all day long algorithmically. Cause there's no APIs to it. So I can p…”

“On the kids stuff, they get to blame. I mean, the stuff like the, like, age verification stuff will be It's so easy for them to do, but somehow it's Facebook's problem. Like, they're pretty good at pushing off blame to others.”

“This is my being really cynical snarky, but the cynical snarky take is in about 15 years, you can supply chain optimize the hell out of a company and make stock go way up, but then Apple better figure out how to not be Nike, right, and come up with the innovat…”

“It felt like they had the Apple AI, Apple intelligence launch that largely did not pan out in the way they wanted it to”

“Like the system on a chip, the SOC decision, I think will go down as one of the most strategically important technology decisions that happened in Silicon Valley in this era.”

“So I'm going to bet that it's kind of one of these accidental genius moves, right? Which is that he goes down in history and Apple looks Fucking great, because they avoided a incinerator box of cash, and they're gonna be on top in 10 years.”

“But they're no longer TSMC's biggest client.”

“You know, I know they're using Claude Code, huge, massive Claude Code customer, but how are they thinking about it?”

“But even that is a good example because Apple is not moving, truly moving out of China. Like they're diversifying to an extent, but the problem, it would just cost so much.”

“AI is this probabilistic endeavor. Apple is the king of deterministic products. Like, a physical product, you ship that iPhone, you ship it once, and it's gotta be good.”

“Apple's never had an iPhone recall.”

“When Apple passed ATT, app tracking transparency was one of the most One of the worst antitrust violations in the history of technology, like, just Apple unilaterally obliterating all these business models while they're simultaneously building their own, as fa…”

“I think if they had made that Communicate that more consistently. They would be in a better place generally from a PR perspective. They would have been a better place relative to Apple, and I think they would have an easier time right now convincing Wall Stree…”

“Most entrepreneurs, let's say Western entrepreneurs that go to China, that is almost none succeed... In our neck of the woods, you're like, okay, Elon definitely did, right? And Apple definitely did. Tim Apple and Elon, right? Those are the two guys.”

“Apple and Google or Android have both locks Wi-Fi location. You cannot access it as a developer.”

“Apple internally is extremely confused organizationally on AI. There's a lot of reasons they're having trouble moving forward on it.”

“Pixar closes its first day of trading, At a one and a half billion dollar market cap, this is how big a hit Toy Story was and how much it was in the public consciousness. This is how Steve Jobs becomes a billionaire... He didn't make anywhere near that kind of…”

“Apple is still going down relative, like they're down year on year in CapEx spend relative to their peer group.”

“They're probably going to raise prices on iPhone, and it would be much better to do so and increase your margin because of you know, the AI build out then potentially, you know, you just having a hunger for more margins and more money.”

“It looks like that's going to start at least at 2000 dollars. And so that will be by far the highest starting point of an iPhone yet.”

“My best guess, and I've written about this is sort of, I I'm sort of angling towards the 100 to 200 dollar price raise for all the devices, obviously depending on what the device is and how much RAM and if it's a pro model or whatnot.”

“It's us only right now, but given that their partner here is Klarna, which is a European company, you would expect that probably this goes at least to Europe, if not worldwide, you know, eventually sooner rather than later.”

“It's not baked into apple one right now, but you can see them eventually merging it. And you being like in this whole ecosystem of just paying apple a monthly fee for all of your different services, like. Cloud and the iPhone itself.”

“I think both are almost certainly true in that I am sure that it is true that people lifted a bunch of IP out of Apple on their way to OpenAI.”

“Apple is the one, by the way, with the do nothing strategy. Like you gotta look at Apple and say, wow, like there's some chance that Apple just comes out looking like a genius on this. Like if it does commoditize, Apple's not spending money on CapEx.”