Apple, every mention
354 scenes, the whole family · ← back to Apple
tap a year for its mentions
every year anyone Benedict Evans 1071Toni Cowan-Brown 143Jeremy White 16Jay Goldberg 8Toni Campbell 2
Verbatim, from the transcripts: the passages where Apple comes up
Token pricing
- ▶ 19:00 Benedict Evans And, you know, Apple had to make the iPhone before the iPhone and make a network, make an app store and get people to do it before that had a network effect.
The spring updates on AI
- ▶ 6:44 Benedict Evans Or Apple can decide what you can do?
- ▶ 13:17 Benedict Evans Well, that's very clever, and I could use it for my timesheet next week, except that the map Apple to, to run a spreadsheet at that time costs like 10 or 15,000 dollars, but
- ▶ 25:32 Benedict Evans If you try to predict mobile in 2000, you would have not have called that Apple and Google. 4 times in the scene
What jobs are AI jobs?
- ▶ 25:23 Toni Cowan-Brown And by the way, I'm seeing this firsthand with a company like, um, Apple, who's just got the broadcast media rights for, for Formula One. 3 times in the scene
The end of the network effect
- ▶ 5:35 Benedict Evans And Apple's in control, and the thousands of Android apps, and Google's in control, and they set the agenda, and everyone has to use iOS. 3 times in the scene
- ▶ 7:54 Toni Cowan-Brown Well, it's interesting because you started talking about the fact that there is no network effect, but we've also started talking about vertical integration, and the examples that you give, Apple being a perfect one, is that those overlap… 4 times in the scene
- ▶ 14:46 Benedict Evans Now I, I've paired this quote from Fiji with, um, the classic quote from Steve Jobs from 1997 or so when he went back to Apple.
- ▶ 24:30 Benedict Evans Like having the, how are you, because what's your plan to have clever people than Anthropic and Google and Meta and Apple and Amazon? 3 times in the scene
How does OpenAI compete?
- ▶ 16:02 Benedict Evans If you think that the answer is features, then Google and Meta and Apple and Amazon are doing great.
- ▶ 19:44 Benedict Evans You know, so many clever people for so long looked at Apple and thought they're going to die the same way they died in the eighties because they're quote unquote closed and didn't understand what the product was and why people would buy it. 2 times in the scene
A double episode: AI differentiation, and Apple does F1
- ▶ 1:17 Benedict Evans And secondly, we were going to talk about Apple and Formula One or possibly the other way around.
- ▶ 7:56 Benedict Evans Where, like, once Apple works out that, no, what you do is you just make it a slab of glass, and then everything happens in the glass. 4 times in the scene
- ▶ 15:43 Benedict Evans I mean, that's a flawed analogy because, you know, Microsoft's business model is still completely different to Apple's.
- ▶ 22:00 Benedict Evans From Apple or from, from Microsoft mostly. 3 times in the scene
- ▶ 27:04 Benedict Evans This is the Apple movie. 7 times in the scene
- ▶ 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
- ▶ 31:06 Toni Cowan-Brown We just spoke about brand association marketing, and ESPN has that in this space far more than Apple does. 10 times in the scene
- ▶ 34:11 Benedict Evans And you, that clearly applies to the watch. 3 times in the scene
- ▶ 34:16 Toni Cowan-Brown So the Apple, so like iPhones to iCloud to Apple Fitness and Watches.
- ▶ 34:34 Benedict Evans You can also see that this would also apply to glasses or indeed Vision Pro. 2 times in the scene
- ▶ 37:13 Toni Cowan-Brown You know, attention to the Apple ecosystem. 18 times in the scene
- ▶ 38:17 Benedict Evans In that, well, this is, I suppose, you know, in a very different context, this is, you know, Apple's retail, Apple stores don't sell iPhones.
Looking for AI strategies
- ▶ 9:12 Benedict Evans Well, this is sort of my point about, you know, what is Meta trying to do at a corporate level versus what Amazon's trying to do at a corporate level versus what Apple and what, what, what, what, um, in a sense, you could kind of put a… 4 times in the scene
- ▶ 9:38 Benedict Evans Apple talks about Apple intelligence features, and it talks about individual features that it's built, some of which it realized it can't ship yet, but, but that Apple's narrative is all about, here are the 10 things we're going to do with…
- ▶ 14:23 Benedict Evans So there's some context and some history, which is also the stuff Apple talks about. 3 times in the scene
- ▶ 20:15 Toni Cowan-Brown It's like why, and Apple did it always very well of just, you want to become an Apple user and you just, you know, 2 times in the scene
- ▶ 22:50 Benedict Evans Apple has obviously put Apple intelligence on billboards everywhere, and had this coherent set of individual specific features, and then, of course, failed to launch the most important one.
- ▶ 22:50 Benedict Evans Apple has obviously put Apple intelligence on billboards everywhere, and had this coherent set of individual specific features, and then, of course, failed to launch the most important one.
Ai eats the world
- ▶ 11:17 Benedict Evans And I ended that, but I ended that and you can, then you can talk about, you know, like meta trying to make this open source and trying to make it kind of a commodity and Apple trying to get it onto the device and, um, all sort of how much… 2 times in the scene
- ▶ 16:24 Benedict Evans And if you test an LLM by asking it to do complex logic problems or masquerade problems, or do kind of highly specific data retrieval, it's kind of like testing an Apple II by asking if it has five nines uptime, and can I use it to run a…
- ▶ 33:53 Benedict Evans And then of course, Apple says, no, we're going to make it apps again.
From SAAS software to Formula 1
- ▶ 16:12 Toni Cowan-Brown Like Vision Pro?
- ▶ 30:26 Toni Cowan-Brown And it's interesting because I think if you look at Netflix there, you, you know, we had the likes of also Amazon and Apple trying to get into sports.
Google's Antitrust case
- ▶ 0:52 Benedict Evans Like, there's a Google case against Apple that was filed in the, sorry, there's a DOJ case against Apple that was filed in the spring.
- ▶ 4:03 Benedict Evans Um, 28% on Apple devices, 19.4 on Android, and it's Samsung and Motorola and AT&T and Verizon that choose what the default is.
- ▶ 6:02 Benedict Evans 20 is going to Apple, so Apple's out 20, twenty billion. 5 times in the scene
- ▶ 8:40 Benedict Evans And so there's a sort of a first big puzzle here, which is, okay, what are Apple and Samsung and Motorola and a hypothetically independent Chrome 7 times in the scene
- ▶ 12:40 Benedict Evans And the point is that that screen is Apple, that's not Google. 7 times in the scene
- ▶ 15:11 Toni Cowan-Brown Apple. 6 times in the scene
- ▶ 18:51 Benedict Evans So Apple will buy Netflix, they'll buy HBO, they'll buy a record label, they'll buy a phone company, they'll buy Peloton. 16 times in the scene
- ▶ 21:59 Benedict Evans From Apple from the summer. 7 times in the scene
- ▶ 26:25 Benedict Evans And of course, that's the point of leverage for TAC is it stops Apple from asking those kind of questions because they're getting twenty million dollars a year. 9 times in the scene
- ▶ 28:53 Toni Cowan-Brown And you were saying, the only one that I could really think of that you were saying was Apple, Apple Maps. 2 times in the scene
- ▶ 31:06 Benedict Evans In fact, I don't know if that's coming from Apple's crawler or Google's crawler. 3 times in the scene
- ▶ 34:07 Benedict Evans The court can't tell Apple what to do here, whereas a regulator could. 6 times in the scene
The AI summer
- ▶ 0:56 Benedict Evans And, you know, there was the Apple event two, three weeks ago, two weeks ago, which, I mean, I'm not going to do the detailed Apple post-dive because A, it's too late, and B, if you care, you've seen it. 7 times in the scene
- ▶ 6:17 Benedict Evans And I think it's particularly interesting, and that's the thing I wrote about Apple, is to go back and, is to look at the stuff that Apple was showing around summarizing and rewriting. 2 times in the scene
- ▶ 25:51 Benedict Evans so, so going back over that again, so, um, and again, it's not helpful to go and look at the Apple product pages just to get a sense of what it looks like and to get a sense of where it does and doesn't look like AI.
- ▶ 26:11 Benedict Evans And with Apple Intelligence, you'll see an LLM generated summary of what was in the email.
- ▶ 30:29 Benedict Evans And, which is also what Apple does with the iPhone, because the iPhone isn't a phone, it's a small Mac.
- ▶ 35:11 Benedict Evans Say we're talking about smartphones in 2008 or nine, and there's a lot of big questions, like what's going to happen to BlackBerry, you know, what's going to happen to Android, you know, a bunch of clever people thought that Apple was…
Looking for AI use-cases
- ▶ 5:23 Benedict Evans And so he does that makes Visicalc for an Apple II. 2 times in the scene
- ▶ 31:41 Benedict Evans Which is funny ways also the phrase that we used about the Vision Pro.
Tiktok, Apple and Temu
- ▶ 0:07 Toni Cowan-Brown Apple is facing the European legislators again with the European Digital Market Act, specifically around the App Store. 3 times in the scene
- ▶ 1:28 Benedict Evans So, um, the EU fined Apple two billion euros because of the anti-steering rules that it has for in-app payment as a regard to Spotify. 19 times in the scene
- ▶ 3:36 Benedict Evans Spotify, of course, is still twice as big as Apple Music or anything else in the EU, so they've done just fine despite this rule.
- ▶ 6:11 Benedict Evans It's an argument, it's an argument from 15 years ago, which is kind of interesting because, um, meanwhile, any argument about the Vision Pro is basically an argument about what will happen in five years time.
- ▶ 8:31 Benedict Evans Apple actually implement this in the app store.
- ▶ 22:58 Benedict Evans And then you have this practical problem, as we see with the DMA, which is, okay, you want to have third party app stores, but you also want, want Apple to make sure that you don't have malware on the device. 3 times in the scene
- ▶ 33:20 Toni Cowan-Brown But it's very similar to what we're experiencing and the parallel that we were drawing between TikTok and whether it's Apple and the European legislators is that the questions, it's always just like, what are we trying to solve for here?
- ▶ 33:42 Benedict Evans We didn't even mention that Apple kicked Epic off the app store for about two days and then changed their mind. 7 times in the scene
Breaking and remaking media
- ▶ 23:14 Toni Cowan-Brown People have more than one streaming subscription, like they have Hulu, Apple, and Netflix.
- ▶ 36:27 Benedict Evans Thinking about wrapping up here, there's a thing that occurred to me playing with My Vision Pro, which is that when the iPad launched, all these, um, journalism companies, media companies, these publishers all had an iPad app. 5 times in the scene
Apple's Vision Pro
- ▶ 0:04 Toni Cowan-Brown We had a choice to talk about regulation or Vision Pro. 6 times in the scene
- ▶ 7:16 Benedict Evans My messages and my mail and everything else.
- ▶ 8:13 Toni Cowan-Brown and I, we've talked about this here a lot, that we've tuned out a lot of the VR and the metaverse, um, stuff for the reasons we've talked about previously, and it feels like the Vision Pro feels different, and you've said also that the…
- ▶ 8:50 Benedict Evans And Apple has almost the right device and is working back towards the right price. 7 times in the scene
- ▶ 15:53 Benedict Evans Um, but like, so Apple has showed this immersive video thing. 2 times in the scene
- ▶ 16:00 Benedict Evans Um, I took some of my nephew and niece last weekend and then played them back on the iPad pro on the, on the vision pro.
- ▶ 22:37 Benedict Evans Um, and the watch is certainly an AR device, and the watch effectively is the, um, Google Glass done right. 2 times in the scene
- ▶ 24:36 Benedict Evans And so the ball case here is once it gets to a thousand dollars or whatever, you know, the vision, there'll be the vision SE and the vision and the vision pro. 2 times in the scene
- ▶ 25:24 Benedict Evans And to really, you know, you can make a booking at Apple, you know, you can be very kind of, um, incisive and deterministic and say, look, this is not going to be a mass market consumer device for sufficiently long that I do not need to…
- ▶ 25:51 Benedict Evans Um, I do, I maybe I'll go and have a look at it in the Apple store, maybe in a month or two when there's no queue and I can, instead you could book in to go into, because you can't just like play with it. 2 times in the scene
- ▶ 27:39 Toni Cowan-Brown From having used it for, for a handful of days. 6 times in the scene
- ▶ 27:55 Benedict Evans And the thing that occurred to me was, and I'm sort of speculating wildly and as an insufficient technical knowledge here, but I remember seeing someone from Apple comment that the original iPhone UI
AI and Everything Else
- ▶ 26:18 Benedict Evans You know, nobody today says, you know, who's going to win, Apple or Google?
- ▶ 28:48 Benedict Evans oh my god, Apple won't be able to do AI because of privacy and data.
- ▶ 30:59 Benedict Evans I don't, you know, there's, we're kind of at that very early stage where, you know, go back and think about what it was like holding an iPhone in 2008 with the App Store, and there was no Uber, there was no Instagram, there was no Tinder,… 4 times in the scene
- ▶ 34:12 Benedict Evans Will, will Amazon and Apple go big on buying football rights?
LLMs, links, and the death of links
- ▶ 17:02 Benedict Evans And as a matter of practicality, what I do is I save the link into a notes, an iOS notes app file.
Bundling/Unbundling AI
- ▶ 32:57 Benedict Evans The stuff happens that you didn't know was an LLM that, you know, they were, I mean, there was a brief moment, like, 2014, 15, where there was this whole thing of, like, oh my god, Apple's gonna miss AI, because Apple doesn't collect user… 2 times in the scene
- ▶ 36:32 Benedict Evans I have an Apple pencil.
The magic customer
- ▶ 30:29 Benedict Evans I just have an iPhone and iPods and an Apple and an Apple card and an Apple watch and an Apple screen. 4 times in the scene
- ▶ 30:29 Benedict Evans I just have an iPhone and iPods and an Apple and an Apple card and an Apple watch and an Apple screen.
- ▶ 30:29 Benedict Evans I just have an iPhone and iPods and an Apple and an Apple card and an Apple watch and an Apple screen.
Unbundling ChatGPT
- ▶ 10:37 Benedict Evans The original, the Apple team was like five grand in today's money.
Threads
- ▶ 19:19 Benedict Evans Apple is not building for you.
- ▶ 30:26 Benedict Evans Um, and the other thing that was sort of fascinating to touch on is, so if you go into the app store, um, Apple's app store now has these quote unquote sort of nutrition labels or health labels. 4 times in the scene
Vision Pro, two weeks on
- ▶ 0:04 Benedict Evans And we thought we would talk about the Apple Vision Pro VR AR headset thing again.
- ▶ 2:20 Benedict Evans And so now Apple has come in and announced this new thing. 4 times in the scene
- ▶ 4:27 Benedict Evans It's as though Apple had sold the iPhone in 2000. 6 times in the scene
- ▶ 9:47 Benedict Evans Whereas Apple has the right product, and they're working towards the right price. 8 times in the scene
- ▶ 13:10 Toni Cowan-Brown I think he said vision pro basically picked up or focused on the last piece, um, of like pixel real estate that we hadn't touched, which was everything that's happening in the peripheral vision.
- ▶ 15:26 Benedict Evans It's a VR, it's an AR experience delivered with VR hardware that you only use at home, and that will have sort of sales in volume in maybe twenty-twenty-five or twenty-twenty-six, and then there'll be the Vision Vision and the Vision SE… 8 times in the scene
- ▶ 16:09 Benedict Evans And Apple has just come out and said, look, there's no, this stuff isn't going to get traction until it hits the threshold way ahead of where Meta or anybody else is today. 4 times in the scene
- ▶ 19:05 Benedict Evans And the same with the watch.
- ▶ 20:35 Benedict Evans Apparently Apple has been shooting a whole bunch of high def, three D video. 6 times in the scene
- ▶ 20:39 Benedict Evans Um, and you know, there is the Apple TV thing, and there are a bunch of rides.
page 1 of 4 · 100 scenes per page · newest episode first next →