Apple, every mention
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every year anyone Jason Calacanis 709Chamath Palihapitiya 199David Sacks 151David Friedberg 110Brad Gerstner 19Gavin Baker 14Thomas Laffont 8Reid Hoffman 7Pat Gelsinger 7Rene Haas 6
Verbatim, from the transcripts: the passages where Apple comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 53:26 Jason Calacanis They should do what Apple and Steve Jobs did or Tim Cook did. 2 times in the scene
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 44:30 David Sacks Like, just like I said before, it's Apple versus Android, right? 2 times in the scene
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 12:01 David Sacks I think of it like Apple, you know, Apple's competing against Android. 2 times in the scene
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 57:46 David Sacks It might end up being a situation like Apple and Android, where Android got a lot of market share, but Apple's where all the monetization was.
The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
- ▶ 17:54 Jason Calacanis So this is for, if I were to think of a parallel Google Glasses or the Vision Pro, this is for high-end folks who are the vanguard, who are the earliest of the early adopters, yeah?
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 1:11:50 Jason Calacanis Yeah, I mean, Freeburg, if you look at Apple, I think they bought back half their stock, they've given hundreds of billions of dollars back in profits, and gosh, it, it seems to me, giving all this money back, buying back in the form of… 4 times in the scene
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- ▶ 22:38 Jason Calacanis I don't, are you on Whoop or are you on Apple Watch? 4 times in the scene
- ▶ 23:25 Jason Calacanis Now that's incredible when Apple is now putting that data, they're doing studies. 2 times in the scene
- ▶ 23:47 Mark Cuban Yeah, that's what iWatch has in iHealth, right?
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 37:56 Jason Calacanis This time it's Apple. 10 times in the scene
- ▶ 54:22 Jason Calacanis Guy when it comes to Apple, he says, and you know, we've got this new CEO coming in for, um, uh, yeah, and he is a hardware engineer. 4 times in the scene
- ▶ 54:33 Jason Calacanis M seven ultra. 2 times in the scene
- ▶ 54:34 Jason Calacanis Uh, because we're on M five chips now.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 0:07 Jason Calacanis Probably one of the greatest American companies, uh, ever, and then absolutely went off the rails and got absolutely demolished by NVIDIA, TSMC, uh, and I guess Apple to a certain extent.
- ▶ 4:45 Jason Calacanis If you look at Apple, they did the same thing for the past 15 years, buying back the stock, tremendous amount of dividends, did the largest holder of capital of any company, I believe, to this date. 3 times in the scene
- ▶ 7:06 Pat Gelsinger He had been preparing the core technologies inside of Apple 6 times in the scene
- ▶ 10:59 Jason Calacanis Well, as we wrap on the Intel portion of your, uh, career, um, okay, Apple Silicon, that's one, uh, and then you have NVIDIA
- ▶ 12:59 Pat Gelsinger And then over steady progress over a long period of time, and Apple as a customer driving them to be good, become really meaningful, you know, obviously the world changed.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 1:06:54 Brad Gerstner You double, you know, Apple Pay on your phone, double click, and you set them 25 or 50 bucks.
- ▶ 1:20:25 Brad Gerstner Kid owns a little bit of NVIDIA, a little bit of Microsoft, a little bit of Apple.
- ▶ 1:31:13 Brad Gerstner I own a little bit of Apple.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 23:17 Jason Calacanis The only company at scale that's ever respected the developer community in this way is Apple. 3 times in the scene
- ▶ 23:22 Jason Calacanis Apple took a very strategic approach to wanting to build an app store business, to wanting to support developers, and they explicitly told people, if you make something super obvious that you can build in a week or two, it eventually might… 2 times in the scene
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:02:38 Jason Calacanis I think this, I'll just end on the Apple price increases. 4 times in the scene
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- ▶ 7:45 Jason Calacanis And this is something we've been talking about here with Apple, and their silicon, and how well you can run these models.
- ▶ 19:16 David Friedberg And you'll be able to run these on your Apple, Silicon, you know, and we're already seeing China race ahead in biotech.
- ▶ 19:16 David Friedberg And you'll be able to run these on your Apple, Silicon, you know, and we're already seeing China race ahead in biotech.
Dan Dreyfus: The Next AI Bottleneck is Copper
- ▶ 1:41 Dan Dreyfus You had Apple Computer, which was capital light, created trillions of market cap.
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 28:57 David Sacks Was it Apple? 2 times in the scene
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 29:20 Jason Calacanis Two of those three are ad based, and even Apple has a sprinkling of ad ads.
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 38:51 Jason Calacanis Open source agents and local hardware be able to run these models, and that consumers and companies learn how to roll their own language models, how to make a small language model, an SML, a VSML, a verticalized one, and run it on your… 3 times in the scene
- ▶ 39:41 Jason Calacanis This is why I think Apple is just the dark horse in this entire race.
- ▶ 39:45 Jason Calacanis If there is an open source product that can run on this hardware, the M fives, the,
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 47:28 Jason Calacanis OpenAI, in a breaking news story, is considering suing Apple over their ChatGPT partnership. 8 times in the scene
- ▶ 52:52 Jason Calacanis What should Apple do? 10 times in the scene
- ▶ 54:37 Jason Calacanis 48 gigs of RAM on with an M five.
- ▶ 57:05 Jason Calacanis And this is super impressive and Apple at the same time has patented putting cameras into your AirPods.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 15:38 David Sacks Just to give people some basis for comparison here, you know, the biggest tech companies, Apple, Nvidia, Google, I think they kind of do around four to five hundred billion a year right now of, of revenue. 2 times in the scene
- ▶ 23:58 Jason Calacanis And they devalue Apple because they don't have somebody like Elon or Steve Jobs there. 3 times in the scene
- ▶ 25:30 Jason Calacanis If you look, Tim Cook's greatest innovation, Tim Cook's greatest innovation, before you cut me off, was Apple TV.
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 38:50 Jason Calacanis But of note is that she oversaw the Epic Games versus Apple trial over App Store exclusively, ruled in favor of Apple with some caveats, um, that they don't have a monopoly, et cetera, et cetera. 2 times in the scene
- ▶ 41:41 Jason Calacanis You add Grok, you add OpenAI and some other players to these plans, and we haven't heard from the new Apple CEO yet, but he's going to be taking over and he's going to have some plans here, I'm sure.
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- ▶ 30:03 unnamed speaker In addition to that, Amazon and Apple are preparing new releases of their retard maxing assistance, Alexa and Siri that will be less retarded in this new version.
- ▶ 58:57 Jason Calacanis So maybe talk a little bit about this competition, this Microsoft versus Apple, this
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
- ▶ 41:22 David Sacks Now you take something like Apple on the other hand, and I'm not saying this is going to happen, but I'll just throw out a counterfactual, which is what if your personal digital assistant or a personal agent gets so good that you don't… 5 times in the scene
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 1:13:35 Brad Gerstner And when moms and dads double click and Apple pay five, 10 bucks into the account, right?
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
- ▶ 1:04:59 Jason Calacanis Brad, before we move on, want to get your opinion on open source and how powerful it is and how powerful Apple Silicon is getting.
They're Opening the Stock Market to Everyone. Here's What That Actually Means
- ▶ 1:21 Paul Atkins To be a startup company and to, to build your products and do R and D and all that, uh, you had to go public, uh, in order to, so Apple and Microsoft advanced micro devices, all of those companies started off as, um, as, uh, you know, IPOs.
- ▶ 30:55 Jason Calacanis And Apple went out with a 1012 hundred employees each and about four hundred million dollars in revenue in today's dollars, a hundred and twenty million in those dollars.
“This is Bibi’s War” - Harvard’s Graham Allison on the Influences and Endgame of the Iran War
- ▶ 24:46 David Friedberg The CIA, it has been reported in media, warned Tim Cook of Apple and other tech companies about a possible invasion as soon as next year.
- ▶ 37:57 Graham Allison After watching Apple spend ten million dollars not able to make a car.
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 51:58 Jason Calacanis Have they pushed back on any use, or are they like Dell or Apple?
- ▶ 1:07:30 Jason Calacanis Apple, Tim Apple, Nvidia, Amazon, they have all participated.
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 35:26 Jason Calacanis We'll have an M five chip in it and we'll be language model ready.
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 1:03:55 Jason Calacanis Former Apple design chief, Johnny Ive, uh, on his team with his partner, Mark Newsome, who also designed the iconic Ford O-X-I-C concept car, were involved in this. 2 times in the scene
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
- ▶ 1:02:15 Jason Calacanis The M five chips coming to these Mac studios.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 39:19 Jeremy Allaire There's proliferation of, of, of these digital wallets now that also can, where you can hold it in USDC, but spend it through Apple Pay that are being issued all around the world too, so people can store value in digital dollars, use it…
- ▶ 52:03 Jason Calacanis If everybody had equities in a superannuation fund like they have in Australia, and they're watching them go up, then you're not like, well, screw those guys at Amazon and Apple and Google.
Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
- ▶ 17:36 Jason Calacanis There's Function Health doing blood labs, Superpower, Whoop just started offering them, Aura, Apple Watch, Eight Sleep, I'm an investor in that one, full disclosure, it's doing great.
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
- ▶ 22:48 Satya Nadella In fact, the way I think about it is that just like what happened Apple thinks that too, by the way, what the way you think about what happened in the database market, right?
All-In's 2026 Predictions
- ▶ 50:05 Jason Calacanis That hasn't happened, but we do see a lot of deals occurring, and I said also Apple would buy Warner Brothers.
- ▶ 53:52 Jason Calacanis It doesn't matter to me how it occurs, but I do think we're going to see a fifty billion plus deal, and I think it could be, ah, one of the Mac seven, an Apple, a Meta, a Microsoft, or an Amazon going out and trying to buy 2 times in the scene
All-In x Kill Tony: A Hilarious Holiday Special
- ▶ 57:35 Jason Calacanis Um, I went with Apple. 4 times in the scene
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 16:45 Jason Calacanis Apple is there too. 2 times in the scene
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- ▶ 37:36 Jason Calacanis Which is the operating system, which is your browser, which is your phone, which is Apple and Google and Microsoft.
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 7:24 Chamath Palihapitiya Apple is now in this really interesting place where it seems like they're going to seed their AI business to Google and pay them billions of dollars a year like they get paid billions of dollars a year for search from them.
- ▶ 31:25 Jason Calacanis Google, Apple make these products free. 2 times in the scene
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
- ▶ 7:24 Cathie Wood Apples in the AI space are well documented.
Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
- ▶ 16:21 Chamath Palihapitiya Apple, NVIDIA. 2 times in the scene
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 51:10 Jason Calacanis But the second is that Apple, which is the fur that's 3 times in the scene
- ▶ 54:07 Chamath Palihapitiya The data center costs are higher, and it's the Metas, the Googles, the Apples, the Amazons who have hundreds of billions of free cash.
- ▶ 1:02:21 Jason Calacanis I think you've also done a deep dive on this, Chamath, and I'm a partner in a, you know, an emerging crypto fund called Stilcore Cap, and we're buying Tau, and we're looking at BitTensor and all of these subnets that are being made to do… 2 times in the scene
Ro Khanna Calls Out Both Parties: Immigration, Tech & Free Speech
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
- ▶ 12:46 Rene Haas The leading edge companies, Apple, Nvidia, AMD, they all build a TSMC.
- ▶ 16:44 Rene Haas 30 years ago when Apple and Compaq used to build their own PCs and they had their own factories, believe it or not, then all of that went to companies like Flextronics and SCI, et cetera, et cetera. 2 times in the scene
- ▶ 17:04 Rene Haas There's a great book, uh, Apple in China that documents a lot of this.
- ▶ 21:57 Rene Haas The company was started in, ah, in the UK, in Cambridge, ah, in a barn, ah, part of a joint venture for, ah, the Apple Newton, ah, building a processor.
- ▶ 22:06 Rene Haas Combination of a joint venture of Apple and VLSI technology.
Science Corner Special! David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
- ▶ 47:33 Keller Rinaudo Clifton She's double click, you know, Face ID, Apple Pay.
Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
- ▶ 10:02 Dave Ricks That's a little bit like, I don't know, how kind of Apple is running their company, right?
Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
- ▶ 55:11 Jason Calacanis What do you think all this means that the divestiture of TikTok, Larry Ellison getting it as opposed to Google, Apple, Microsoft, I mean, there were so many people, maybe even Elon who might've wanted TikTok.
Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
- ▶ 16:54 Anatoly Yakovenko My key for this is Google and Apple adopt a quantum-resistant cryptographic stack.
Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
- ▶ 1:00:47 Jason Calacanis You know, penalties here, and they make sense doing deals that are exclusive when you are a monopoly player, like getting Firefox and Apple to only do an exclusive deal with you, they're not going to be allowed to do that. 2 times in the scene
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
- ▶ 8:25 Jason Calacanis Ah, no, they had a line of people giving tributaries to the president, you know, based on the Apple gift that Tim Cook gave to our amazing president.
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 30:40 Jason Calacanis They're going to try to beat us on capitalism and then use brands like we've used brands like Apple and Google to defeat us.
- ▶ 1:31:14 Jason Calacanis Apple has bought back. 17 times in the scene
- ▶ 1:31:28 Jason Calacanis Maybe they're M four chips.
- ▶ 1:35:43 Jason Calacanis When's the last time Apple Vision was even brought up in a keynote or you saw a demo? 2 times in the scene
- ▶ 1:38:34 Jason Calacanis Apple Home.
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 1:00 Chamath Palihapitiya And then the second is you, uh, announced a really big deal with Apple.
- ▶ 3:56 James Litinsky So we're expanding our facility in Texas for Apple.
- ▶ 8:32 James Litinsky We're, we're gonna hire, when we include what we're building out for Apple, uh, coupled with what we're gonna build with DOD, we're gonna need a couple thousand more people easily, not to mention the construction jobs.
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 15:28 Jason Calacanis And these companies like Google or Apple take over the world and all those tax receipts and income comes into our country.
- ▶ 35:06 Gavin Baker And so from an industrial logic perspective, something that I think makes a lot of sense, particularly since OpenAI bought Johnny Ives hardware startup, which will place them into a competition with Apple at some point, is XAI and Apple… 10 times in the scene
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
- ▶ 44:55 Keith Rabois It's still why like Apple, despite missing the AI wave, still a pretty good company from any empirical standpoint. 3 times in the scene
- ▶ 54:38 Jason Calacanis Are speculating Apple, which has a lot of users, might buy perplexity or do a deal with perplexity and give them that distribution because of the Justice Department case against Google. 5 times in the scene
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
- ▶ 1:43:08 Jason Calacanis Anthropic and, you know, apples and whoever's, and this will become a massive competitive advantage for the language models, just like cable channels might, or Hulu might feature Disney plus or, you know, FX or whatever stations or content…
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 24:21 Thomas Laffont Right, this performance, you can see, okay, so Meta's up 18, Google's down, Nvidia's up eight, Tesla down 20, Apple down 21, Amazon down three, and Microsoft is plus 13, right? 5 times in the scene
- ▶ 42:42 Jason Calacanis One thing I just want to point out here is just speaking of regime change, what is going on at Apple? 15 times in the scene
- ▶ 47:33 Jason Calacanis I was about to ask if apple could do one thing, they could do one internal project or buy one external company. 8 times in the scene
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