Apple, every mention
69 scenes (2022), the whole family · ← back to Apple
tap a year for its mentions
every year 2022 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
E109: 2022 Bestie Awards Live from Twitter HQ
- ▶ 1:41:13 Chamath Palihapitiya The actual scale, and the breadth, and the reach, because it's impossible for us to get one holistic view that shows across all of these different modalities, whether it's Spotify, or Apple Podcasts, or YouTube, how many people listen or…
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
- ▶ 55:52 David Sacks Five hundred million people going out of abject to Apple building factories is what I'm referring to.
- ▶ 1:36:46 Jason Calacanis Apple watch comes to mind, right? 2 times in the scene
- ▶ 1:36:48 Jason Calacanis Apple has all that watch data. 2 times in the scene
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
- ▶ 0:13 Jason Calacanis Oh, you don't know about the Apple Montclair watch?
- ▶ 16:03 Chamath Palihapitiya And then Jason, Apple did a pause, Amazon did a pause.
- ▶ 48:13 David Sacks You look at Apple, Apple just announced in non R and D functions, a hiring freeze. 6 times in the scene
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- ▶ 32:38 Chamath Palihapitiya So Nick, can you please throw up Apple versus Meta for a second? 5 times in the scene
- ▶ 45:46 Chamath Palihapitiya You know, if you compare what Brad asked Facebook to do on Monday versus what Icon asked Apple to do in 2016.
- ▶ 54:53 Chamath Palihapitiya Apple reinvented an entire compute platform on one quarter of Meta's Reality Lab spend.
- ▶ 56:25 Chamath Palihapitiya And again, if you go back to that first chart of Apple versus Meta, you know, the fact that you've hired so many people to work on a category with so much money, it just violates a lot of pattern recognition that people have historically…
- ▶ 1:03:14 Chamath Palihapitiya I mean, what's incredible on this chart is that, you know, when, when everybody talks about being long the S and P 500, it was always really a proxy for being long Amazon, Facebook, Google, Microsoft, and Apple. 2 times in the scene
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- ▶ 18:15 Brad Gerstner I mean, Apple is the apex predator of this entire market. 6 times in the scene
- ▶ 31:17 Chamath Palihapitiya I think meta will be fine eventually because I think that they will revert to the mean and the mean is Microsoft, Google, and Apple, and we already know what that playbook looks like. 2 times in the scene
- ▶ 1:20:05 Brad Gerstner Buffett, of course, says the index works really well, but then he's got 50% of his public portfolio in Apple over the last few years, so he clearly believes in alpha as well.
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
- ▶ 37:47 Chamath Palihapitiya The alternative would be to go work at, you know, Google, Facebook, Apple, Amazon, Microsoft, where the terms are just completely different to what the experience was, you know, at a startup.
- ▶ 1:16:53 Chamath Palihapitiya That's it. 3 times in the scene
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
- ▶ 1:51 Jason Calacanis This on top of Apple reporting and Apple got walloped in the market for the first time in forever. 5 times in the scene
- ▶ 36:26 Chamath Palihapitiya I think the, the bleeding edge of the smart financial actors are actually on Saksa side and Friedberg side, but then they're taking that next intellectual leap and saying, okay, well, what happens when Apple basically says, Hey guys, I'm… 2 times in the scene
- ▶ 51:14 Jason Calacanis We're gonna, we're gonna get Google and Apple who have unlimited cash to do a riff.
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
- ▶ 28:34 David Sacks The Android already does it, but iOS does not, where you would be able to basically install an app or download an app without going through the Apple app store. 2 times in the scene
E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
- ▶ 50:24 Chamath Palihapitiya The one big tech company that really nailed this, I think was Apple, you know, very early on.
E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
- ▶ 23:14 Chamath Palihapitiya Apple, Google, Facebook. 5 times in the scene
- ▶ 29:28 Jason Calacanis I predict we're seeing, and in fact, Apple is now storing your data 3 times in the scene
- ▶ 33:43 Jason Calacanis Of course, they're also building a multi-billion dollar ad business at the same time in Apple news and their app store.
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
- ▶ 37:39 Jason Calacanis And so if we want people to come back to offices, which Apple just mandated last week, everybody's coming back three days a week, like it or not Tuesday, Thursdays, and you pick the other Wednesday, you want to come to work, I guess.
- ▶ 47:32 David Friedberg That is more profit than Microsoft, Apple, Facebook, and Tesla combined in a single quarter. 2 times in the scene
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
- ▶ 23:14 Jason Calacanis What we were talking about was like, don't sell your entire position, like when Sequoia sold their entire apple position or other people have done, but pairing your position would have changed this whole story. 2 times in the scene
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
- ▶ 24:03 Jason Calacanis I don't know if you're watching, but Uber, you know, obviously I'm still a big shareholder, had a massive print, and other companies have been doing equally as well, Apple included.
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
- ▶ 23:35 Jason Calacanis And Zuckerberg hasn't been able to get people to come back to the office and Apple seems to be getting people two or three days a week.
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 16:21 David Friedberg He's also bought Apple in the last month, Microsoft, sorry, he sold Apple, he bought Microsoft, um, he bought Alliance Bernstein earlier in the year. 2 times in the scene
- ▶ 1:39:29 David Sacks Okay, what about Apple? 2 times in the scene
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
- ▶ 37:06 Chamath Palihapitiya That's why it's so rare to have an Apple or a Google or a Microsoft or a Facebook or a Netflix where you can grow for 20 years at 25 plus percent because at some point, 2 times in the scene
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
- ▶ 33:10 Chamath Palihapitiya Apple was up.
#AIS: Palmer Luckey on Anduril
- ▶ 12:51 Palmer Luckey And even if they're working on something the military buys, let's say all the people at Apple who are working on an iPhone that can be sold to the US Air Force, that same iPhone is also being sold to Russian intelligence. 2 times in the scene
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 19:29 Antonio Gracias And look, I'm gonna, I'll pick on Apple here. 3 times in the scene
E83: Market slide continues, and how to address Uvalde
- ▶ 44:24 Jason Calacanis It looks like Apple said everybody comes back to work three days a week, and we don't see a lot of people quitting Apple, because there may not be another option. 2 times in the scene
#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
- ▶ 37:55 Ryan Petersen Um, so, so it hits companies of all sizes, but these DTC brands got a double whammy because Apple last, I think it was last year when they changed their privacy rules and their customer acquisition models on Instagram, Facebook, Facebook,…
Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
- ▶ 1:20:07 Jason Calacanis I mean, Apple would be the only company I could think of that's probably got a bigger footprint, but I'm not certain of that.
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 1:10:12 Jason Calacanis And Apple, stunningly, I don't know if you're watching this, they have told people were one day a week now, two days a week in two weeks, and then by the end of this month, May, there'll be three days a week in the office mandatory, the… 2 times in the scene
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
- ▶ 36:12 David Friedberg And as we saw with Amazon recently, and others, and Apple just said that they're expecting, I think, close to a ten billion dollar hit this quarter, because of supply chain issues. 3 times in the scene
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
- ▶ 17:10 David Sacks And we've seen it at Apple, the way that the Apple was pressured to fire Antonio Garcia Martinez, and they gave in and now they have a letter writing campaign every month. 3 times in the scene
- ▶ 52:23 Chamath Palihapitiya The macro thing is that we are learning the broad sweeping impact of Apple's privacy changes, in my opinion. 3 times in the scene
- ▶ 1:01:03 Jason Calacanis With big celebrity names, and you know, I think they just lost their uniqueness in terms of risk-taking, so they went with Adam Sandler, no offense to Adam Sandler fans, and they're doing a lot of reality TV now, and if you look at Hulu,…
E76: Elon vs. Twitter
- ▶ 25:27 Chamath Palihapitiya Apple.
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
- ▶ 3:57 David Friedberg On Apple TV Plus.
- ▶ 13:05 Chamath Palihapitiya And mostly it's because, you know, if you look inside the S and P 540% of every dollar is, you know, Apple, Amazon, you know, Microsoft, et cetera, Tesla.
- ▶ 50:13 Jason Calacanis They're not doing it at Netflix and Apple acquiesced, right? 2 times in the scene
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- ▶ 52:43 Jason Calacanis A lot of opting into it already like Google and Apple. 3 times in the scene
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- ▶ 48:05 Brad Gerstner Apple. 4 times in the scene
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
- ▶ 48:35 Jason Calacanis I mean, if you look at the tech sanctions that have started, it sounds minor, but you have Netflix is pulled out of the country, Apple is not selling products in the country, Google is starting to restrict services in the company.
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
- ▶ 1:02:34 Chamath Palihapitiya And I think this is a first step towards a really interesting play that Microsoft could pull, which is essentially to scorch the earth of app stores, which is Google's and Apple's really big money printer to make a completely open… 3 times in the scene
- ▶ 1:03:36 Jason Calacanis So if you're on an iPhone, and you want to use Apple Pay with a Google app purchase, you can do that.
E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
- ▶ 13:08 Chamath Palihapitiya Apple and Tesla basically said, ah, it's kind of reasonably well managed, particularly on the chip side, and we see the whole thing easing Q four, Q one of next year. 4 times in the scene
- ▶ 43:33 Jason Calacanis And our government should be taking notes and really the other leaders who are importing, whether it's Apple or Tesla, you know, it'd be great for all of them to be supporting you.
- ▶ 45:57 Jason Calacanis Not only ten billion dollars or maybe even twelve billion dollars lost a year on their AR VR headsets and project, but also a ten billion dollar decrease in projected 2022 revenue thanks to Apple's privacy features. 6 times in the scene
- ▶ 51:25 Chamath Palihapitiya The second is that Facebook is fundamentally an app that sits inside of an ecosystem that is subject to the rules of the platform owner, and that's Apple and Google.
- ▶ 55:40 Jason Calacanis And then we have, uh, news that Apple has a seemingly brilliant goggles product coming out. 6 times in the scene
- ▶ 1:02:09 David Sacks Well, they're losing, they're losing ten billion a year now because of this one permissions change that Apple has made, right? 5 times in the scene
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- ▶ 10:18 David Friedberg And if you look at the public markets, every successful company has had significant downturns in their stock for significant periods of time, from Apple, to Google, to Facebook, to Amazon, to Netflix,
- ▶ 53:01 Chamath Palihapitiya Because the cost of Apple and Tesla specifically guiding to that is too enormous.
- ▶ 1:06:58 Jason Calacanis He said IBM, and then Microsoft, our big brother, we're going to attack them, join the Rebel Alliance, be part of Apple. 2 times in the scene
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
- ▶ 19:04 Jason Calacanis So it's easier for us to say, oh, the NBA, oh, Apple,
- ▶ 40:31 Chamath Palihapitiya You gotta think that, for example, going back to Microsoft Activision, obviously the bankers would have called Apple and Facebook and Google as well. 2 times in the scene
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
- ▶ 19:52 Chamath Palihapitiya So Apple and and Tesla.
- ▶ 55:34 Jason Calacanis That, you know, Apple, whatever companies, I don't want to call out individuals, because it's not productive, especially if it gets re aggregated.
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
- ▶ 46:58 Chamath Palihapitiya I don't know if you guys saw, but you know, if you look inside a big tech, I was shocked to find out that, you know, for example, you know, companies like Microsoft specifically and Apple, you know, these guys traded huge forward… 2 times in the scene
- ▶ 1:04:45 Jason Calacanis Apple.