Apple, every mention
65 scenes (2023), the whole family · ← back to Apple
tap a year for its mentions
every year 2023 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
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
- ▶ 46:11 Jason Calacanis As you alluded to Chamath, where Microsoft, Apple, a lot of these companies back in the PC era, they used to go public in under a decade, and now it's always over a decade.
E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
- ▶ 9:37 Jason Calacanis For those of you who don't know, app stores have become an absolutely huge business for Apple and Google. 9 times in the scene
- ▶ 58:10 Jason Calacanis Yeah, you gotta bring it to the store, and then they give you this new journal app. 2 times in the scene
- ▶ 58:13 Jason Calacanis I don't know if you got it in the latest update, but Apple made a journaling app so that you can have more equanimity.
- ▶ 58:49 Jason Calacanis He had already received bans from Apple, Facebook, and YouTube.
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 1:30:12 Jason Calacanis The Microsoft, the Google, et cetera, Apple, they have a different standard than the mid-market.
All-In Summit: "Luxury Beliefs are Status Symbols" with Rob Henderson
- ▶ 16:02 Rob Henderson Um, in an interview a couple of years ago, the NYU professor Scott Galloway, uh, said the strongest brand in the world is not Apple.
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
- ▶ 1:22:39 Jason Calacanis So eventually, if Siri works, and then you have those Apple goggles on, I think that that is going to be the eventual interface, which is
All-In Summit: In conversation with Vinod Khosla
- ▶ 22:04 Jason Calacanis Apple with the iPhone, maybe?
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
- ▶ 36:19 David Friedberg We've talked at length about how much value has accrued as a public company for Apple, for Microsoft, for Google, 99.9% of their total market value.
All-In Summit: In conversation with Brian Armstrong
- ▶ 13:06 Brian Armstrong Well, ENS is the Ethereum name system, so it's a, it's a decentralized identity, so you can control your own, um, information online, it's not, like, using Google or Apple or a big company.
All-In Summit: Bill Gurley presents 2,851 Miles
- ▶ 20:18 Bill Gurley Four of the top 10 contributors to Elizabeth Warren are Alphabet, Apple, Microsoft, Amazon.
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 14:07 Jason Calacanis Hugging face jobs and various LMS on the new silicon from Apple, and they're running it on their m twos.
- ▶ 14:07 Jason Calacanis Hugging face jobs and various LMS on the new silicon from Apple, and they're running it on their m twos.
- ▶ 38:39 Chamath Palihapitiya We have had Apple in source a whole bunch of their own architectural decisions in Silicon design because they don't want the dependency.
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 1:06:06 David Friedberg I mean, you know, there's a trillion dollars of market value generated in NVIDIA, in Apple, in Google, in Amazon, all over the many years post going public.
- ▶ 1:13:26 David Sacks It doesn't really know who's got, you know, Apple doesn't know
- ▶ 1:16:10 Jason Calacanis What this really shows is Apple, Google, Facebook, and Amazon have had a massive run up.
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 47:57 Jason Calacanis Obviously Apple should be stopped there.
E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health
- ▶ 2:13 David Sacks How are we gonna actually upload it to Apple Podcasts and all the rest? 2 times in the scene
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
- ▶ 29:44 Chamath Palihapitiya But the really important question after that will be what happens to companies like Apple, or Facebook, or Exxon, who have race based programs to try to attract African American engineers or Hispanic chemists, whatever the program is that…
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
- ▶ 8:36 Jason Calacanis Meta, Tesla, Nvidia, Amazon, Alphabet, Microsoft, and Apple.
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 17:55 Brad Gerstner Facebook, Apple, Microsoft?
- ▶ 27:05 David Friedberg Watch it on Apple TV in one of your theaters tonight.
- ▶ 40:52 David Friedberg Or sorry, your Apple Watch activity data for the last year.
- ▶ 1:07:53 David Friedberg That works well in some contexts, like an Apple app store context, but in the context where there is a network unto itself, like Facebook, Twitter, and Reddit, meaning that there is already a user network that is generating value in the…
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
- ▶ 34:49 Jason Calacanis Sequoia to manage the public equities going forward because they didn't want to sell them because they realized bullshit that the massive gains, the gains from Google, Apple, et cetera, of these
- ▶ 48:53 Chamath Palihapitiya And so Apple who signed a two and a half billion dollar, 10 year license for the MLS said, you're right. 2 times in the scene
- ▶ 1:30:17 David Friedberg You can run these things on M two chips.
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
- ▶ 55:17 Jason Calacanis Yeah, it's an apple. 2 times in the scene
- ▶ 1:04:56 Chamath Palihapitiya Apple will have their own chip. 3 times in the scene
- ▶ 1:05:59 Jason Calacanis That's why when you hear the M two that has GPUs in it.
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 17:36 Jason Calacanis The open source models are going to fit on your phone or the latest, you know, Apple Silicon.
- ▶ 1:00:05 David Sacks These big tech monopolies, basically that you have the mobile operating system duopoly with Apple and Google, you've got Amazon, you've got Microsoft, and there is a huge risk of those companies. 2 times in the scene
- ▶ 1:02:31 Jason Calacanis Apple's long anticipated AR headset. 7 times in the scene
- ▶ 1:05:04 David Sacks I mean, the reality is the Apple watch, the first version kind of sucked and first five versions.
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
- ▶ 5:09 David Friedberg Microsoft and Apple and meta, which is really where those big capital allocators end up picking stuff to go.
- ▶ 8:22 Chamath Palihapitiya If you look at Google, Facebook, Microsoft, and Apple, and ask yourself, when was the last hugely disruptive thing that they've created, you're hard pressed to find something that was even done in the 2010th. 2 times in the scene
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
- ▶ 57:08 Jason Calacanis There's no Apple.
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
- ▶ 47:32 Chamath Palihapitiya You're doing exactly what Apple- Okay, look, I used to run the Facebook platform. 2 times in the scene
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
- ▶ 1:02:12 Jason Calacanis China loses Apple as a customer. 2 times in the scene
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
- ▶ 18:28 David Friedberg We've seen this attempted in a number of important ways in the last couple of years with Alexa and Apple home and Google home kind of integration via the chat services that they offer.
- ▶ 30:43 David Sacks They would never build a mobile app because they didn't want to give Apple that kind of power that the internet was open. 4 times in the scene
- ▶ 33:58 Chamath Palihapitiya Siri and Apple, what is their incentive?
- ▶ 37:43 Jason Calacanis And the top four players Freeburg are obviously going to be Microsoft OpenAI, we'll call that like, whatever that little, uh, you know, pairing, and then Google, Facebook, and then we haven't talked about Apple, but obviously Apple is not… 3 times in the scene
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 55:24 Brad Gerstner Apple had petitions. 2 times in the scene
- ▶ 1:11:26 Brad Gerstner So if comp committees just walk in and they say the gold standard as a public company is 50 basis points annual dilution, that's Apple, that's Booking.com, Visa, MasterCard, or even below that, that's the gold standard once you're in the…
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 35:21 Jason Calacanis Google, Apple, Uber, whatever.
- ▶ 55:47 Steve Jobs And as we have tried to come up with a strategy and a vision for Apple, um, 2 times in the scene
E116: Toxic out-of-control trains, regulators, and AI
- ▶ 30:13 Jason Calacanis And to go in there and just say, hey, listen, Apple, if you don't want action, and Google, if you don't want action taken against you, you need to allow third party app stores, 2 times in the scene
- ▶ 1:07:55 Jason Calacanis What you remember when people would drive off the road, Friedberg, because they were following Apple maps or Google maps so perfectly that it just had turned left
- ▶ 1:27:26 Jason Calacanis The default search like on Apple that produces so much money. 2 times in the scene
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
- ▶ 32:42 Jason Calacanis Well, listen, all right, listen, I got an apple watch and I'm going to upgrade.
- ▶ 45:38 Chamath Palihapitiya Google pays Apple. 5 times in the scene
- ▶ 52:16 David Friedberg I think on Chamath's point, you know, today, Google pays Apple, fifteen billion dollars a year to be the default 2 times in the scene
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- ▶ 17:56 Jason Calacanis If you look at the Googles, the Facebooks, the Apples, Amazons is a little bit of an exception here. 2 times in the scene
- ▶ 33:02 Chamath Palihapitiya You know, the thing to keep in mind is Apple had a moment like this, and when Apple went X growth, they did the brilliant thing, which is they said, we're going to borrow heavily 3 times in the scene
- ▶ 46:11 David Sacks I mean, you guys mentioned Gurley and Moritz, like we said, Moritz was a journalist who had written a book about Apple.
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
- ▶ 3:36 David Sacks They say that people choose to use Google because they're effective and the company highlights other companies making moves in the advertising industry as well, such as Microsoft, Amazon, Apple, and TikTok.
- ▶ 17:08 David Friedberg Much harder to do this with third party cookies and with the Apple identifier being yanked. 2 times in the scene
- ▶ 21:48 David Sacks However, isn't it the case that Apple
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
- ▶ 51:31 Jason Calacanis I think the challenge though is, Freeberg, that it takes a recognition that there are singular individuals in the world, one in a 1,000,001 in 10,000,001 in a 100,000, whatever it is, who can just drive an entire economy forward, whether…
- ▶ 1:07:28 David Sacks And if it is, why doesn't Apple stop it? 3 times in the scene
E110: 2023 Bestie Predictions!
- ▶ 46:29 David Friedberg So my wild card is I think Apple ends up buying something completely out of the ordinary. 7 times in the scene
- ▶ 1:32:54 Jason Calacanis So if you are Apple and you have the watch data or you're Google and you have the search data or you're a weather company, you have the weather data and you're a proprietary, of course, there's a very easy solution to this, Chamath.