The Ledger, every show

“They sell more iPads, you know, than the laptop run rate in the US.”

“The real thing that Apple needs to do is figure out what model is going to be tuned to run on their unique hardware on the edge and their unique offering or constraint, depending on, of privacy and how that plays out.”

“That was really the start of designed in Cupertino, manufactured in China.”

“The Clinton administration had really pushed for China to come in, and it actually split the Democratic Party. People today, their heads would explode if you tried this out, and it turns out the Republicans were split too. Yeah. Because half the Republicans we…”

“When you bought a computer from Dell and from Compaq, if you open them up, Intel processors, Seagate disk drive, also from US, you know, like all, and so they were really not competing on who could Buy those parts and put them into a gray or beige box more qui…”

“They show you every step in the line. And then they, but you know, they show you the one you're allowed to see.”

“So the point of no return was basically, I would say, two years into the iPhone, the scale was such, there was nowhere else.”

“Macs are, you know, half the laptop market in the U.S. At this point.”

“I think generally speaking, The form factor is going to last much longer than even the most optimistic people think.”

“So we're in for years of kind of market uncertainty over how this plays out, and that's been a core part of Apple's advantage has been their ability to maintain the intellectual property of components and manufacturing and assembly.”

“The licensing model really matters because what's going to happen is that there's going to end up being some level of standardization. Now, I don't know where in the stack or in what level, but there is going to be some level of standardization and the model, …”

“People forget that Microsoft poured, I don't know, 30, forty billion dollars into Bing.”

“They can't understand that these paradigms where, where like the liabilities either don't matter or just become features.”

“Because the best feedback loop to build a great platform for other people to use is to be building apps.”

“And so the, you know, the graphical interface that we know is the desktop and stuff, Is, is only on the Mac. And it, so therefore, it's only on like five or 10% of people using a computer.”

“And they were doing this amazing research that basically was pointing out that how people use technology was very much a social interaction and that people assigned personalities and interacted with technology in ways that were surprising, but in ways that tha…”

“So like today, we all say thank you to Siri and Alexa, not even thinking about it. Well, they showed that, they demonstrated that, 25 years ago. That it was, that was what was going to happen, and it was just sort of the way that people do that.”

“And so Answer Wizard was this breakthrough AI. It was the first time we shipped any kind of AI thing.”

“When you make a bold bet, like, there's always someone who is going to say, I could have fixed it. Just give me more time.”

“So we actually had like many people go and use Pogo to try to figure out if it worked, and like the response was crazy positive.”

“Frank and Ollie were like, you want the box. And we're like, we do. Yeah. They're like, because every character needs a stage. And this allows the character to exit and enter with grace because otherwise it would be like an alien and it would just disappear.”

“Japan, it was more than half of the office business.”

“Steve Wallstrom from Business Week was like, I was skeptical, but I really liked it a lot. And Peter Coffey at PC Week. Those would be the two mainstream and tech review. Peter Coffey was like, this is a great idea. Like, this makes it easier to use. Yeah. Lik…”

“I honestly believe in hindsight that the, sort of, the boldness of out front retiring him, as opposed to, like, just secretly cutting him and pretending like he never existed. Or it never existed. I keep saying he, but there's no gender. I think that contribut…”

“So every product that's successful is going to add more stuff, making it harder to use until there's a solution for this sort of flat list of commands.”

“And so one thing that's super interesting, just out of the gate, is Apple has three hundred and sixty million or so subscribers worldwide. That's a sort of a vanity number because it includes subscriptions to apps in the App Store, but because Apple gets a cut…”

“Underneath every, what, there are probably, you know, a very, very small number of people at a very, very smaller number of companies that understand all the complexity that could go into delivering Apple Card. That complexity, Apple is, is erasing.”

“Apple, first Apple off the top is not aiming for all five billion humans. That will have a smartphone. They, they've already said we're gonna only go, we're not making super cheap phones, it's not the app that way.”

“They don't have to get nine hundred million people for every service. And they can aspire to that, and they can measure that But there's some point where it becomes a very good business and a very great value proposition, even for people who don't have them, t…”

“There might be Apple Prime or something down the road that bundles all of these into some thing, but for the time being, they don't need to.”

“You don't prematurely bundle things, because then you really don't know if you're successful or not.”

“And again, this was something Apple pioneered very early when they made upgrades to the Mac operating system free. They realize that that turns out to be a better business if you just make owning, being part of the ecosystem great.”

“They all are dealing with the next parts of why you go to CES, which is these ingredients that sort of bubble up, and then they take about the same amount of time for a big company to act, and they all show up with it at the same time.”

“Really nobody wants to make smoke alarms, because that's like super easy and massive liability. Like, it's like a scary business to enter. And plus, you have to know all the fire codes all around the world.”

“That we're going to see all of this fading of stuff, that like a whole bunch of stuff was going to end up being electric carving knives.”

“The phrase range anxiety, Was not dreamed up by the physicists at GM. It was dreamed up by the marketing people selling against electric vehicles.”

“So if you actually do see them side by side, you'll, you'll see the value, which then, back to the Android thing, it's going to force them, like, I suspect we'll start to see higher priced lower end phones, like, being dug out of the parts bins from the Androi…”

“The big lesson I do think that people should definitely walk away from as founders is to again, remember that it's not just the shiny product, but boy, managing distribution, managing pricing, understanding how you bring things to market and do so is, is, is m…”

“The US just chose not to make laws and regulations that are nearly as all encompassing as these EU ones. But often what happens is it's just better to just pick that as the standard by which to do, because it's the higher bar to the higher threshold.”

“So I think they're going to look at the implementation of these as well as whether or not that you have them.”

“As vague as the GDPR might appear to an engineer in some places, it got very specific very quickly on penalties.”

“So I think that, that, you know, for any startup, a key thing is there's probably a good chance that, that the company has a process around the service going down, and the reality is they need the same kind of checklist, process, call list, pagers, alerts, in …”

“A good rule of thumb is if you can sign on to your product, Then you're collecting private information, because you have that key, and then everything associated with it is private.”

“And I think everybody's going to be shocked at just how much potential there is for risk that they weren't really thinking about.”

“Right, which is, for startups, a super interesting point, because it means, like, if you take the lead from the big companies in what to do, you'll see that all of them, they have the resources to, like, do everything five times.”

“And the thing is, this is, particularly for voice, this is just another cross-platform kind of thing. Well, we'll get to whether voice is a platform itself, but, like, you know, the idea that you're just going to go do all of these presumes that we've reached …”

“And if you just use the stock price measure, which obviously has all the other variables associated with it, but it actually, IBM beat the S&P 500 by seven X over that 20 year timeframe on the back of a dead mainframe.”

“Intel has very, you know, has announced, like, they're not even focused on PC chips. Like that it's about the data center, and it's about IoT and VR and a bunch of stuff, but not, not like core i-seven, the next generation.”