Apple, every mention
67 scenes, the whole family · ← back to Apple
tap a year for its mentions
every year anyone Brad Gerstner 76Bill Gurley 48Satya Nadella 5Dylan Patel 4Apoorv Mehta 2Sunny Madra 1Sundeep Madra 1Jensen Huang 1Aaron Levie 1
Verbatim, from the transcripts: the passages where Apple comes up
ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
- ▶ 7:05 Apoorv Mehta Mobile, same thing with Apple.
- ▶ 33:53 Apoorv Mehta Uh, there's a couple of big partnerships last year, um, Apple Reliance with Gemini.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 42:23 Bill Gurley As part of its aggressive economic and political campaign against Brazil is investigating PICS, accusing the payment system of unfairly undercutting U.S. financial and technology companies like Visa and Apple. 2 times in the scene
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 47:09 Jensen Huang Um, Apple's, Apple's smartphone chip, the volume is so large, they would never go pay somebody else 50, 60% gross margin to be an ASIC.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 16:22 Bill Gurley Three to four years ago, I think around 20, 21, he decided to build a car and it was about the same time Apple said they were going to build a car.
- ▶ 35:20 Bill Gurley You know, I haven't read this, uh, Apple China book.
- ▶ 54:35 Bill Gurley When it came to Apple, they open sourced Android and certainly some of their, their lower models are, uh, open sourced and competitive on open router, but maybe they should be more aggressive even still because of what's at stake.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 18:48 Bill Gurley You've got Apple.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 20:32 Brad Gerstner Friends, birthdays, and bar mitzvahs, and all of those dollars ultimately, like, don't really generally find a home for savings and compounding, and we're going to make it as easy as Venmo-ing in this money, Apple paying money in, and, you…
- ▶ 36:32 Brad Gerstner They've poached a bunch of people from OpenAI, a bunch of people from Google, and now today another, you know, announcement of somebody from, from Apple. 2 times in the scene
- ▶ 1:05:09 Brad Gerstner Um, you know, and then you see companies like TSM and NVIDIA and Microsoft, Oracle, Booking.com, Uber Dash, they're at all time highs, but not withstanding the fact that they're at all time highs, you have Tesla down over 20% on the year,…
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 47:24 Brad Gerstner If we do this, and we launch this in twenty-twenty-six, a thousand bucks for every kid born in America, we get every kid from rural Texas to rural Indiana to inner city Trenton to the east side of LA, you get them into the game, they can…
- ▶ 1:14:13 Brad Gerstner I don't see people attacking Elon for having Tesla in China or Tim Cook for having Apple in China, right?
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 53:06 Brad Gerstner At the beginning of January, moving in, uh, to this new presidency, and it's really mind-boggling to think in nine, you know, in a few short weeks, how quickly we went from that level of optimism to this level of concern, and I was just… 2 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 8:43 Brad Gerstner He mentioned Nvidia, Apple, TSMC, SoftBank, OpenAI in his remarks.
- ▶ 24:05 Bill Gurley Um, but they did it with Android against Apple, you know, big, notable one.
- ▶ 51:12 Bill Gurley We've seen some, uh, high executive shifts and departures also at Apple.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 44:12 Brad Gerstner Apple, etc. 2 times in the scene
- ▶ 1:08:54 Brad Gerstner And the other one is Apple, right?
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 32:11 Bill Gurley Like when we went through all this, we didn't mention Apple. 6 times in the scene
- ▶ 32:30 Brad Gerstner They did this Apple intelligence integration with ChatGPT and now they're rumors that they're gonna do a Gemini.
- ▶ 33:30 Brad Gerstner So we didn't talk about Apple.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 14:46 Brad Gerstner So this first slide just shows the, the combined CapEx of Google, Meta, Amazon, Microsoft, Apple, and Oracle, both what they did in 2024, which you can see that huge step up in 2024. 3 times in the scene
- ▶ 32:23 Bill Gurley Um, obviously one way to look at the, you know, we're looking at a slide, Google, Meta, Amazon, Microsoft, Apple, and they're all spending this money.
- ▶ 1:04:28 Bill Gurley Apple doesn't have it. 3 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:42 Dylan Patel Uh, because they are, while they do have some customers for their internal silicon externally, such as Apple,
- ▶ 1:14:35 Dylan Patel And that's therefore like when you look at the market of renters, uh, there's only one company accounts for over 70% of Google's revenue from TPUs as far as I understand, and that's Apple. 2 times in the scene
- ▶ 1:18:38 Dylan Patel Um, you know, there's, there's Apple who are not quite making the whole chip with, uh, Broadcom, but a small portion of it will be made with Broadcom, right?
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 24:45 Satya Nadella Like, I've been trying to get an Apple search deal for, like, 10 years. 2 times in the scene
- ▶ 28:41 Bill Gurley Will Apple allow Microsoft to control other apps on iOS? 3 times in the scene
- ▶ 33:13 Satya Nadella Yeah, I mean, we kind of like, you know, for example, the today, you know, one of the things I always think about is, I don't know whether that was value leaking, or did it actually help us, right, which is we licensed the sync, ah, for…
- ▶ 34:27 Satya Nadella It's kind of like what Apple intelligence is doing.
- ▶ 1:15:01 Satya Nadella Ultimately, these things will have some overlap, but I also, in that context, the fact that they have the Apple deal is, in some sense, for the MSFT shareholder, you know, accretive, right?
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 41:03 Brad Gerstner Title rests with the family and the individuals and the kids who will be able to open up on their phone, see that they too own a little bit of Berkshire Hathaway, of Apple, of United Healthcare, and can ask the questions about compounding.
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:02 Brad Gerstner And 2009, um, I tell her to buy Apple and to short Nokia, and that was my, you know, kind of canonical example for her, uh, you know, and, and, and it worked out okay.
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:12 Sunny Madra And I do think that's a point where they're the moat is not as strong as a longer term, as you say, and think about like, you know, the way the analogy that I would go with is like, think about the number of iPhone iOS, like developers…
- ▶ 42:27 Brad Gerstner Uh, who will remain nameless, kind of took the over, and then Noam Brown, who was there, pleaded the fifth.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 26:32 Bill Gurley And that's where Microsoft and Google have some advantages and maybe Apple as well.
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:20 Bill Gurley And then everyone's talking about Buffett jumping out of his Apple position.
- ▶ 57:50 Brad Gerstner I think the current deal is set to run through 2026, um, but the court I believe is set September as a date to kind of work out a solution, um, with Apple and Google that the, the judge, uh, will deem to comply with the ruling. 8 times in the scene
- ▶ 1:14:03 Bill Gurley About this is, you know, I continue, you know, when you start talking about that personal assistant, I continue to think, you know, I think Apple's in a decent position, but I, I really think that Google has, and it's interesting because I…
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 28:44 Bill Gurley It's about four or five pages, but he lays out a lot of it, you know, and he, he talks about when Meadow has run into other closed system companies, it's created a lot of frustration and limitation to, you know, what he perceives as… 4 times in the scene
- ▶ 1:12:35 Bill Gurley Now, there were no non-Microsoft boxes that failed, um, and if, and people will say, oh, well, you know, Apple doesn't allow you to have access to the kernel.
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 15:04 Brad Gerstner So, you know, take Apple, for example. 2 times in the scene
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:19 Brad Gerstner They have the big announcement at WWDC at Apple last week, which I think was, you know, another master class in deal making and brand building by, by, by Sam and team. 2 times in the scene
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 34:03 Brad Gerstner You know, I'm going to WWDC at Apple tomorrow. 5 times in the scene
- ▶ 34:07 Brad Gerstner And, um, you know, Apple intelligence is out this morning talking about AI service that they're going to unveil, right?
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 14:25 Brad Gerstner Let's talk about this on, on a couple of dimensions, because first, um, if it's all about voice and all about assistance and all about consumer, then it seems like it all, it has to be all about Apple, right? 7 times in the scene
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 38:03 Brad Gerstner You know, we had Apple announce open ELM, which were these models from two hundred and seventy million parameters to three, three billion parameters. 3 times in the scene
- ▶ 39:27 Sundeep Madra I saw a demo of some folks running it in Apple Vision Pro.
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:23 Brad Gerstner I think the biggest thing that has changed over the last 20 years, you know, back to, you know, if we think about the companies that, uh, went public in, in, in those early vintages, the Microsofts, the Apples, the Googles, the Salesforce,…
- ▶ 1:11:15 Brad Gerstner And the companies that are down, Tesla and Apple have largely disappointed.
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 59:37 Brad Gerstner Apple's going to have one.
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:54 Brad Gerstner Some of these Google Apple rumors we're going to talk a little bit more about, the TikTok fallout, etc.
- ▶ 58:02 Bill Gurley Um, one of them that's kind of interesting, and I think, I think I saw a photo on the internet of, uh, Sundar and Tim Cook at a restaurant that may have kicked this off, but there's a rumor that Apple's talking to Google about leveraging… 11 times in the scene
- ▶ 1:08:13 Brad Gerstner And I think we just had this conversation about Apple putting Gemini AI on the Apple phone. 3 times in the scene
- ▶ 1:14:20 Brad Gerstner And on the other side, understanding the durability of the business model, like in this case, getting consumers to pay you, um, you know, for Pi is far from clear, particularly in a world where you got to go compete against Apple. 2 times in the scene
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 59:12 Brad Gerstner Microsoft, Amazon, Apple, Meta, Google, and Nvidia. 3 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 23:32 Bill Gurley I think Apple and Microsoft had 6 times in the scene
- ▶ 35:30 Bill Gurley Like when you talked about Apple, you said they have the handset. 2 times in the scene
- ▶ 38:17 Brad Gerstner So I took to doing some research and said, could Apple do this? 3 times in the scene
- ▶ 44:00 Brad Gerstner Well, I know we're going to want to move to the topic of chips here in a second, but before we get there, we touched on Microsoft, we touched on Google, we touched on Apple, just by way of comparison, and people have heard me talk about… 7 times in the scene
- ▶ 47:48 Brad Gerstner He said, you know, most people, they looked at Mark taking the video, uh, reviewing the Vision Pro from his couch, and they see, you know, that got a lot of clamor on Twitter.
- ▶ 52:52 Brad Gerstner First is Apple has been in the business of AI
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 30:04 Brad Gerstner Because we have, uh, you know, a few of these companies, Apple's flat on the year, Tesla's down on the year.
- ▶ 53:17 Aaron Levie Well, obviously fast enough before, you know, it's the classic can, um, can Amazon become a studio before the studios become Amazon or Apple or whatever.
- ▶ 1:14:45 Brad Gerstner The cost curve is going to come down, the security curve, the confidence curve, all those things are going to intersect, and we're going to give a personal assistant in people's pocket to billions of people, and when we think about the… 3 times in the scene