Apple TV

also referred to as: apple tv+

part of Apple

3 statements across 3 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement May 2, 2022 by Benedict Evans · said 25 times in 8 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (24), Toni Cowan-Brown (1)

tap a year for its mentions
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004284202020212022202320242025episodesmentions per episode
2025 7 mentions in 1 episode
2023 1 mention in 1 episode
2022 15 mentions in 4 episodes 4 per episode
2021 1 mention in 1 episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Apple TV, oldest first

May 2, 2022 positive
Opinion
Roku captured streaming market dominance because Apple TV and Chromecast struggled
“Because Chromecast had been, and Apple TV had sort of not worked, Roku kind of, I mean, I met Roku in, like, 2012 or something but it's just kind of suddenly they own the whole fucking market.”
Benedict Evans May 2, 2022 ▶ 9:56 Stories in the noise
Sep 5, 2022 bearish
Opinion
Evans: Apple and Google suffered a complete strategic failure in TV
“This is another piece of the story is Apple and Google sort of complete strategic failure in TV. What Apple and Google wanted to do and what Apple wanted to do with the Apple TV and indeed with the Apple TV app they have now. And remember the Apple TV original…”
Benedict Evans Sep 5, 2022 ▶ 11:32 TV after software
Aug 21, 2025 bearish
Opinion
Evans: Apple Acts as 'Dumb Money' in TV Streaming Strategy
“It's like all they're doing is being what in the value we used to call dumb money. You know, they go to LA with a big checkbook, and they write checks to people in LA, and people in LA give them a TV show. And they go, and Apple goes and runs it on their infra…”
Benedict Evans Aug 21, 2025 ▶ 35:50 A double episode: AI differentiation, and Apple does F1
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