Apple TV, every mention
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tap a year for its mentions
every year anyone Benedict Evans 24Toni Cowan-Brown 1
Verbatim, from the transcripts: the passages where Apple TV comes up
A double episode: AI differentiation, and Apple does F1
- ▶ 30:05 Toni Cowan-Brown I am not sure that this is going to convince more people to buy a Apple TV subscription, especially as what we're hearing is that Formula One is asking for F-one TV, so the bespoke direct-to-consumer product that Formula One has.
- ▶ 30:37 Benedict Evans I mean, one of them is, um, as, as you're running Formula One, the question is, do you optimize building your brand amongst an American consumer, which is why you would be hesitating to put it inside Apple TV, where most people won't see… 6 times in the scene
Vision Pro, two weeks on
- ▶ 20:39 Benedict Evans Um, and you know, there is the Apple TV thing, and there are a bunch of rides.
TV after software
- ▶ 11:38 Benedict Evans 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. 3 times in the scene
When the point of leverage changes
- ▶ 6:28 Benedict Evans The puzzle I always had looking at the Apple TV stuff where it's like, all they do is go to LA and buy stuff from LA people. 3 times in the scene
Stories in the noise
- ▶ 9:18 Benedict Evans But it's sort of, you know, one of the things that's sort of weird in TV is I say this over and over again that Apple announced the Apple TV at the same event as the iPhone, and it never worked. 3 times in the scene
Netflix isn't a tech company
- ▶ 16:21 Benedict Evans I mean, the thing that, that I always remind people of is that Apple unveiled the Apple TV, the original Apple TV in the same event as the iPhone. 4 times in the scene
- ▶ 19:28 Benedict Evans Whereas the only stuff that's in Apple TV plus is stuff that Apple bought.
- ▶ 23:17 Benedict Evans So, but they make money from the Apple, you know, Apple TV makes money from the phones, the thousand dollar phone at a 50%, 45% gross margin that you buy every year.
Paying attention to Apple again
- ▶ 6:48 Benedict Evans A bit more cool on Apple TV.
The paradox of Apple
- ▶ 18:24 Benedict Evans They are due by some of their own TV shows, which is why I'm pretty skeptical about what Apple TV is really for.