Apple
includes Apple Intelligence, Apple Vision Pro, Apple Watch, Apple TV, Apple Store, Apple Podcasts, Apple Health, Apple Photos, Apple Mail, Apple Calendar, Apple Glasses, Apple M3 and 26 more
258 statements across 87 episodes · 91 bullish · 108 bearish · 36 people on the record · first statement Jun 16, 2021 by Andrew Ross Sorkin · said 2,322 times in 154 episodes since 2021 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (1800), Ranjan Roy (172), M.G. Siegler (136), Joanna Stern (23), Saagar Enjeti (22), Stephanie Link (20), Casey Newton (17), Brian McCullough (10)
tap a year for its mentions
2026 812 mentions in 49 episodes 17 per episode
- Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- Tim Cook Steps Down. And Who is John Ternus? — With Joanna Stern
- Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
- More OpenAI C-Suite Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
- Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
- 41 more episodes that year, every mention in 2026 →
2025 1,019 mentions in 65 episodes 16 per episode
- What Apple's Failures Say About AI's Limitations — With M.G. Siegler
- Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- Apple’s AI 'Gap Year' at WWDC?, Elon Vs. Trump Goes Nuclear, NYTimes’ OpenAI Attack
- Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
- Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
- AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
- 57 more episodes that year, every mention in 2025 →
2024 338 mentions in 23 episodes 15 per episode
- iPhone16 Arrives + Apple Intelligence Delays
- The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- Meta's Chief Technology Officer On Its Augmented Reality Dreams — With Andrew Bosworth
- OpenAI Raising At $100 Billion Valuation
- Decoding the NVIDIA Trade - With Michael Batnick
- 15 more episodes that year, every mention in 2024 →
2023 77 mentions in 9 episodes 9 per episode
- Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- Palmer Luckey - Future of Virtual Reality, AI War, Autonomous Killing Machines, Militarized Policing
- Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
- Cruise CEO Kyle Vogt — Self Driving Cars Will 10X Every Year
- Hamas vs. Israel Rewrites Social Media Norms
- A Dozen Grueling Years At Amazon — With Kristi Coulter
- Google’s Weird Year + Neeva Goes to Snowflake — With Sridhar Ramaswamy
- Amazon Reveals Its AI Master Plan — With Matt Wood
- 1 more episode that year, every mention in 2023 →
2022 46 mentions in 4 episodes 12 per episode
2021 30 mentions in 4 episodes 8 per episode
- Andrew Ross Sorkin on Meme Stocks, Bitcoin, SPACs, and Elon Musk
- Why Ex-Google Ads Boss Sridhar Ramaswamy is Building An Ads-Free Search Engine
- Unraveling The Mystery Of Peter Thiel — With Max Chafkin
- Arab Spring Leader Wael Ghonim on Modern Social Media's Promise And Peril
- every mention in 2021, scene by scene →
Everything said about Apple, oldest first
Jun 16, 2021 positive
Jun 16, 2021 positive
Jun 16, 2021 bearish
Jun 16, 2021 neutral
Sep 29, 2022
Oct 31, 2022 negative
Apple's internal secrecy siloes AI engineers across Face ID and car projects
“Every division is in a silo inside Apple, right? If you work on artificial intelligence for the face ID, you can't speak to the engineer working on artificial intelligence for what their self-driving car project, even though they're both using computer vision.”
Oct 31, 2022 negative
Oct 31, 2022 neutral
Oct 31, 2022 bearish
Post-Jobs Apple merely refines old ideas and fails at invention
“Apple was built to take Steve Jobs ideas and bring them into action... Unfortunately, Jobs is gone. And so what do you have? You have a culture that's a culture of refinement, not one of invention. And so actually, I think since Steve Jobs has died, Apple has …”
Apr 4, 2023 bullish
Luckey: Apple will make VR cool through celebrity adoption
“I think Apple's gonna have a really big impact on that, because in addition to the hardware advancements that they've been making, I think they're going to make VR headsets cool simply by making sure that all the rich and famous people are wearing one.”
Apr 4, 2023 positive
Apr 4, 2023 bullish
Apr 4, 2023 bullish
Luckey says unreleased Apple headset prototype hardware is going to be great
“I've used things that are, I've used things that are not quite what it will be, but are better than what it was. And so you know, I can't say I've used the final device, but based on everything that I have seen, it's going to be great.”
Apr 4, 2023 negative
Luckey: Microsoft, Apple, or Google would have ruined or canceled Oculus
“VR wasn't on their roadmap, certainly not their ten-year or, you know, long-term roadmap. It was just an interesting thing going on. So even if they would have bought us, it would have been to, you know, use us as a gimmick to sell game consoles, or as an inte…”
Sep 6, 2023 negative
Oct 6, 2023 bearish
Vogt: Late autonomous vehicle entrants face long paths due to public testing
“Unlike a consumer device, which you can test really well behind closed doors you know, building driverless AVs is very interactive. You have all these feedback mechanisms between, you know, how AVs react with other users on the road. Training first responders …”
Oct 25, 2023 bearish
Oct 25, 2023 bullish
McCullough: Apple's 'Scary Fast' Event Will Focus on M3 Chip
“The fact that they're doing a special event at a special time, and it's called Scary Fast, says to me that they are excited to tell us about the M. And they must have something that they think is significant to tell us about how those chips perform. Now, they'…”
Oct 25, 2023 negative
Dec 14, 2023 neutral
Mar 20, 2024 bullish
Doshi: Apple Is Well Positioned to Copy Google's Best AI Experiments
“And I think Apple is super well positioned to just like let Google do all those experiments and then just pluck the ones that are the best ones and use its massive install base and distribution power to deliver an amazing experience, not a rushed rushed one.”
Apr 4, 2024 neutral
Lanzone: All major search engines will route queries between AI and links
“This is clearly whether it's Bing,
Or ChatGPT standalone or perplexity standalone with hitting all the databases they're hitting or now Apple and Google and how they're going to do it. They're all going to be doing that the same way. And so for some queries, i…”
Apr 20, 2024 neutral
Apr 20, 2024 neutral
Apr 20, 2024 positive
May 9, 2024 bearish
Clark: AI is especially challenging for Apple due to its unstable nature
“Well, I was going to say that I think one thing that's challenging about AI is that we're in this giant experimental phase. And I think when you think of like, Experimental and like people don't have a clear notion of what to do. You don't think of us like pre…”
Jun 26, 2024 bearish
Batnick: Nvidia will never match Apple's portfolio ubiquity as a brand
“No, no, it can't. I think the reason why Apple became so ubiquitous in portfolios across America is because the brand, the products became so ubiquitous across America. I don't know what the average American has in their house in terms of the iPhone, maybe an …”
Aug 30, 2024 bearish
Sep 11, 2024 negative
Sep 11, 2024 bearish
Roy: Agentic Siri and ChatGPT Voice Parity Aren't Coming Anytime Soon
“And the things that we've been promised around agentic AI running across various apps and taking actions and being able to use Siri in a meaningful way on par with ChatGPT audio or ChatGPT voice. None of that is coming anytime soon.”
Sep 11, 2024 negative
Sep 11, 2024 bearish
Sep 11, 2024 bearish
Roy: Apple Intelligence will face further delays or disillusion users
“Either it'll get more and more delayed, or it will be a half-baked feature that they've oversold so much that the average user, which is what Apple's promises, is bring these technologies to the average user, will just be disillusioned or just think this is st…”
Sep 11, 2024 bearish
Sep 11, 2024 bearish
Sep 11, 2024 bearish
Sep 11, 2024 neutral
Sep 11, 2024 bearish
Roy: Antitrust pressure will stall Apple's lucrative services revenue growth
“Tim Cook and Apple are quietly one of the most aggressive monopolists in terms of how they build the ecosystem and juice that services revenue and that kind of growth, I think will stall out. I think we're going to start to see some kind of pressure on bundlin…”
Sep 11, 2024 bearish
Sep 11, 2024 neutral
Kantrowitz: iPhone drives 52% of Apple's total sales and 68% of products
“The iPhone makes up more than 50% of Apple's total sales. I think it's 52%. This year the iPhone is accounting for 68% of total product sales, right? So the iPhone is 52% of all sales, 68% of Apple product sales, and we're in a moment where in the first three …”
Oct 4, 2024 negative
Bosworth: Mobile Gatekeepers, Especially Apple, Stifle Meta's Application Development
“Strategically, we have just been at the mercy of platforms for since the start of the mobile era. And we were a web company, right? We were born of the web, and the web was this, like, amazing, unowned platform that you just, like really had a lot of control o…”
Oct 4, 2024 negative
Bosworth: Apple's ATT Self-Preferencing Slowed Down the Games Industry
“We built a app install business and then Apple came for that with ATT, you know, a tremendous amount of kind of self-preferencing for themselves there. And in doing so, they really put a, you know, the brakes on what was a really rapidly growing part of the ga…”
Oct 4, 2024 bullish
Bosworth: Meta has meaningful tech lead in AR over Apple
“I think we've been investing longer. I think we've believed in it more. And as a consequence of frankly, Mark Zuckerberg's faith and tremendous execution by a team of Thousands of people over a long period of years. I think we have a meaningful lead in a bunch…”
Oct 4, 2024 negative
Oct 23, 2024 neutral
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Oct 23, 2024 neutral
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Oct 23, 2024 bearish
Oct 23, 2024 bearish
Link: Trump election victory will trigger selloffs in Apple and semis
“I think the initial knee-jerk reaction will be sell Apple, sell semiconductors and in spades, because they've all done so well over the last several years even with the President Biden's tariffs, because we know that he kept a lot of tariffs on, but, you know,…”
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Oct 23, 2024 positive
Oct 23, 2024 bullish
Ives: Current fiscal year will be Apple's strongest iPhone unit year ever
“So regardless of what you want to say about Apple intelligence, if it's going to be rolled out in October, November, January, February, in the next, for this fiscal year, this will, unless some black swan event happens, be the strongest iPhone unit year ever h…”
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Ives: Apple's China sales will grow 15% to 20% next year
“But Alex, if you look at comps, the next year, China's gonna be up 15, 20%, and that's why, like, the bears, when they come out of hibernation mood with iPhone mathematical gymnastics trying to scare people, the reason the stock's not doing anything, because i…”
Oct 23, 2024 bullish
Nov 13, 2024 negative
Nov 15, 2024 bullish
Nov 15, 2024 bearish
Nov 24, 2024 negative
Jan 5, 2025 positive
Jan 5, 2025 bearish
Newton: Apple Intelligence is built for users two years behind cutting-edge AI
“If you're, like, a tech nerd, like we are, and you want to live in the future, and you want to, like, use tools to improve your life, you would not be using any of the Apple intelligence stuff, because it, like, it truly is aimed at somebody who is two years b…”
Jan 5, 2025 negative
Jan 5, 2025 negative
Jan 13, 2025 neutral
Jan 27, 2025 negative
Apple has failed to successfully implement its Apple Intelligence features
“Apple intelligence is almost the perfect example of the problem that I'm pointing toward, which is that we have this technology that's so promising, and yet even Apple cannot implement it successfully. And that might, I mean, obviously it says something about …”
Feb 19, 2025 bearish
Feb 19, 2025 bearish
Kantrowitz: Apple Intelligence is tech's biggest presentation-to-reality failure
“Look, I've been doing this for a very long time, and I can tell you I've never seen an instance where you have such a high stakes presentation from such a prominent company that undelivers to this, under delivers to this magnitude. It is astonishing how bad it…”
Feb 19, 2025 bearish
Enjeti: Apple has largely abandoned software development for the Vision Pro
“They haven't updated this thing at all guys. Like, for anybody out there, I can't even tell you how much they've just abandoned this thing completely, so if you don't like any of the day one stuff on it, do not get it, because they haven't, they've barely done…”
Mar 5, 2025 bullish
Mar 12, 2025 neutral
Mar 14, 2025 bearish
Mar 14, 2025 positive
Mar 14, 2025 neutral
Albergotti: Tech monopolies like Apple are disrupted by new technology, not antitrust
“This, and I had this thought at the time, like, this is never going to disrupt Apple. What's going to disrupt them is new technology. That's how you know, create sort of creative destruction, disruption, and it's sort of why, like, to bring it to, like, what's…”
Mar 14, 2025 negative
Kantrowitz: Apple's closed, deterministic product culture cannot adapt to open-ended AI
“It's an excellence that makes products work very well with their custom silicon and the fact that their operating system is closed and they control it. That's a great innovation and it works well with their operating system. But that type of excellence is not …”
Mar 14, 2025 bearish
Kantrowitz: Apple Intelligence failure costs Apple more public credibility than Maps
“What they said was taken as gospel. They rarely fair, rarely failed in public. When they did, it was non-consequential, like Apple Maps. I mean, Apple Maps is nothing compared to Apple Intelligence. Now they're failing in public, and they're losing credibility…”
Mar 14, 2025 negative
Albergotti: Apple's heavy marketing focus on privacy crippled its AI development
“And also, you know, another, another BS thing that Apple pitched, which this is privacy thing, which honestly, like, I cannot believe how much mileage they got out of that. They kind of just painted themselves into a corner because, you know, all these other c…”
Mar 14, 2025 bearish
Albergotti: Apple scaled back innovation for years and fell behind in AI
“This has been a gradual thing that's been going on for many years as the company has sort of scaled back on innovation, really leaned on the fact that it's walled garden. Some might call it a monopoly. And it really, I think used that marketing power, that goo…”
Mar 14, 2025 bearish
Mar 14, 2025 negative
Albergotti: Apple is fundamentally just an iPhone company unlike its diversified peers
“All the other big tech companies are kind of like doing everything now, right? They're like, you know, Meta is, is doing their own AI chip and spending billions of dollars to roll out these data centers. Sure. Apple, Apple is going to do that too, but I think …”
Mar 29, 2025 neutral
Mar 29, 2025 bearish
Apr 2, 2025 negative
Roy: Apple's Blunder Was Promising Everything at Once With AI
“So I think Apple, the biggest letdown, and again, going back to the gap between promise and reality, is they essentially promised everything all at once to everyone. Rather, rather than being like, okay, let's solve the, go to your inbox and answer all of your…”
Apr 8, 2025 bearish
Apr 8, 2025 bearish
May 5, 2025 negative
Roy: Cook backed CFO over Schiller on 27% App Store fee
“So in 2023, after the initial decision, Phil Schiller had actually said that maybe we move to a model where Apple takes no commission, but apparently Apple's finance chief had come up with the idea around 27%. Tim Cook sided with the finance chief, Luca Maestr…”
May 5, 2025 neutral
May 5, 2025 neutral
May 5, 2025 neutral
Kantrowitz: App Store dark pattern revelations won't hurt Apple with consumers
“Apple has been able to weather so many storms like this and nothing seems to stick. And I think it's just because people love iPhones so much that like, this is not going to resonate with the individual user. So I think that that is not going to be a big deal.”
May 5, 2025 neutral
Kantrowitz: Apple expects a $900 million tariff cost increase in June quarter
“Apple said there was no tariff impact in the March quarter. It cannot precisely estimate for June quarter, which is the current one, but estimates nine hundred million dollars in cost increases in the period. This is with an exception for iPhone.”
May 5, 2025 bearish
May 27, 2025 bullish
May 27, 2025 neutral
Jun 4, 2025 negative
Jun 9, 2025 negative
Kantrowitz: Apple Intelligence cross-app contextual features failed to ship in 2025
“I mean, if you think back to last year's event, we were promised effectively a contextually aware assistant, Apple intelligence that could combine signals from your apps and make your life easier by doing things like searching your Gmail and telling you when y…”
Jun 9, 2025
Jun 9, 2025 bearish
Kantrowitz: Apple iPhone Shipments Fell from 234M to 232M in 2024
“IPhone shipments down. Twenty-twenty-four, according to IDC, 232 million? Is it million? Yeah, million iPhone shipments. Twenty-twenty-three, 234. So actually, iPhone shipments are down. Market share, 20% in twenty-twenty-three, 18.7%. In 2024. The only reason…”
Jun 9, 2025 bullish
Jun 9, 2025 negative
Roy: Apple's on-device AI doesn't matter because latency isn't the issue
“I don't think it matters at all, because latency is not the problem. Privacy, maybe some could argue, and we're going to get into OpenAI and chat retention in a little bit, but like, that's not the issue Apple's having right now. Just making a barely functiona…”
Jun 9, 2025 negative
Jun 9, 2025 negative
Roy: Vision Pro Is Incredible Technology, Unlike Apple Intelligence
“Vision Pro, maybe DUD, but Amazing piece of technology. I actually think that was very different than Apple Intelligence. That was almost like too forward looking a piece of technology or too niche, but still an incredible piece of technology. Apple Intelligen…”
Jun 11, 2025 positive
Jun 11, 2025 bullish
Jun 11, 2025 negative
Siegler: Apple cannot acquire Anthropic due to Amazon and Google stakes
“I don't think that Apple can buy anthropic just because of like the weird ownership now of Amazon and Google owning so much of that company, I think it would be very hard to see how they could possibly do that. And it would just cost, you know, a hundred billi…”
Jun 11, 2025 positive
Jun 11, 2025 bearish
Siegler: Retrofitting Old Voice Assistants With GenAI Is Harder Than Expected
“It's just a lot harder to sort of go back and try to shove this new technology into that old technology, even though on a surface level, they seem like they're similar. It seems like, you know, behind the scenes, they're not similar at all. And in fact, there'…”
Jun 11, 2025 neutral
Jun 11, 2025 bearish
Jun 11, 2025 positive
Siegler: Apple's Retail Moat Beats Google and Meta in Hardware
“They have a retail presence, which no one else can match and for consumer goods. And so if, and when they can find sort of either that next device or that product for the current devices, they can move units and sell these things in a way that, that Google can…”
Jun 11, 2025 negative
Jun 11, 2025 negative
Siegler: Apple Spent as Much Time on Phone App as AI
“Apple spent three minutes talking about a phone, the phone app, like who uses the phone app anymore? Like, yeah, there's some nice little cute upgrades, but we didn't need to talk about that for three minutes when we talked about Apple intelligence for roughly…”
Jun 11, 2025 bearish
Siegler: Apple must rethink Siri and AI almost from scratch
“They're just sort of not talking about it because they literally can't right now because they had to rejigger the whole team. They have to sort of, if not completely start over from scratch, at least sort of look at everything from, you know, starting over fro…”
Jun 11, 2025 negative
Jun 11, 2025 neutral
Siegler: Apple will not have AI fully solved by 2026
“I would say that I don't think that they'll have everything solved by 2026 by any means, but I do think I. I've heard enough sort of and done enough triangulating where I feel like they're at least now have the appropriate fires lit under their asses to get, y…”
Jun 14, 2025 bearish
Kantrowitz: Siri's 15-year record shows Apple's AI is far behind competitors
“I think that's actually a fine strategy, but only if your AI works really well. And well, the state of Siri the actual ship stuff over the past 15 or so years suggests that it doesn't. They have to get their AI house in order and catch up”
Jun 23, 2025 neutral
Jun 25, 2025 positive
Lee: Apple may lag early AI before taking market lead
“Apple might Do what they did in, oh, two and seven. They weren't cutting edge and making the first mobile phone, but they, in 2007, after the bubble burst, introduced the iPhone, and so, maybe they'll wait for AI valuations to come down, or the, you know, the …”
Jul 9, 2025 bearish
Siegler: Apple must replace Siri with an external large language model
“They've got to replace Siri with something else, whether it be ChatGPT, or Claude, or Google Gemini, or one of the other products, because this is just really table stakes stuff that they should, you know, they've been working on Siri for 15 plus years”
Jul 9, 2025 bearish
Siegler: Apple lacks the internal mentality and cadence for AI
“One of the reasons that I would worry about Apple going forward is they don't have the right internal mentality about doing this stuff, and you can see it in the sort of products that they've shipped to date, specifically, obviously, with Siri, Where they're c…”
Jul 9, 2025 bearish
Kantrowitz: Apple risks losing phone sales without deep AI integration
“And if you wait for let's say a Samsung or some other Android to deeply integrate with a competitor and provide this experience while you're just standing still and you don't have this integrated into your operating system, I think you could really end up losi…”
Jul 9, 2025 neutral
Jul 9, 2025 positive
Kantrowitz: Anthropic's safety branding fits Apple better than OpenAI's 'chaos'
“I think they probably, if they've met with both leadership teams, I think they probably are a company that would absolutely go for Dario's safety branding. Like it's the safety company with the privacy company versus open AI, which is kind of like the chaos pr…”
Jul 14, 2025 bearish
Jul 14, 2025 bullish
Levie: Apple needs only a 'good enough' AI model given its distribution
“Apple's ultimately advantage is, is they have a distribution model that nobody else has, and they have a form factor of where AI could show up that nobody has, so they don't need, they don't necessarily need to have the best model relative to, you know, one or…”
Jul 28, 2025 bearish
Sep 8, 2025 neutral
Judge Mehta Rules Google Keeps Chrome and Android in Remedy
“And the judge who brought the ruling on Tuesday, Amit Mehta, basically ruled across the board, none of that needs to happen. It can keep Chrome, it can keep Android, it can continue to pay for distribution within Apple devices, and the partnerships can continu…”
Sep 8, 2025 neutral
Sep 8, 2025 bullish
Sep 8, 2025 positive
Sep 8, 2025 bearish
Sep 16, 2025 bullish
Sep 16, 2025 positive
Sep 16, 2025 neutral
Sep 16, 2025 positive
Sep 16, 2025 bearish
Ranjan Roy refuses to believe Apple's AI translation works until proven
“Apple I will admit, they, I have lost faith. Like, the demos they did with Siri two, a year and a half ago now, or two, a year ago, like, I don't, until I actually see the live translation in action working well, I just don't believe that it's real.”
Sep 18, 2025 positive
Sep 22, 2025 positive
Oct 4, 2025 bullish
Oct 4, 2025
Oct 6, 2025 bearish
Oct 6, 2025 bearish
Siegler: Apple went all-in on Vision Pro and timed the market completely wrong
“The device itself is just way too bulky, way too heavy. Everything about it is just inconvenient to use. And it's just the time, the market completely wrong. And obviously they couldn't have known AI was coming as in as hot as it did, but like, you know, they …”
Oct 6, 2025 bearish
Oct 6, 2025 positive
Siegler: Luxottica retail partnership was Meta's smartest smart glasses move
“I do think the smartest thing that they did was partner with Exeter Luxottica because the biggest strength that Apple obviously has beyond all their in-house expertise is also the retail channels, right? Like they can move product because they have stores arou…”
Oct 6, 2025 neutral
Siegler: Next Vision Pro update will only bring chip and headband upgrades
“They're obviously about to release a new version with just an upgraded chip. It's apparently going to have a slightly better headband, which is nice because the current one is not any good, but beyond that, it will just be a chip upgrade.”
Oct 13, 2025 bullish
Oct 20, 2025 bearish
Kantrowitz: Zuckerberg Is Poaching Apple AI Talent Simply to Kneecap Them
“I think what Mark Zuckerberg is trying to do is just rate Apple of all of its top AI talent. Even though they haven't produced great results, He is, in my opinion, potentially just trying to completely kneecap its ability to execute on AI.”
Oct 20, 2025 negative
Oct 27, 2025 bearish
Roy: OpenAI Is Least Trusted on Security Versus Microsoft, Google, Apple
“And I think open AI is probably the least trusted in terms of like working on security relative to like. Whether it's a Microsoft or a Google or even an Apple or whoever else, I think OpenAI is gonna lose that battle any day of the week.”
Nov 6, 2025 bullish
Kantrowitz: iPhone 17 is driving double-digit growth expectations for Apple's Q4
“The iPhone 17 is proving to be a hit. It has, it led Apple to a strong quarter in the most recent quarter that they just spoke about last week, and there's expectations that it is gonna have a powerhouse quarter in Q four, double digit iPhone growth.”
Nov 6, 2025 neutral
Dec 1, 2025 bearish
Siegler: Apple would prioritize a second iteration if iPhone Air succeeded
“I view it as this like awkward in between device right now. And you know, whether or not it was actually delayed, I think that there's no question that if it was a major hit that apple would be moving heaven and earth, try to get a second iteration out there, …”
Dec 1, 2025 neutral
Dec 1, 2025 neutral
Dec 1, 2025 bearish
Dec 1, 2025 negative
Dec 1, 2025 bullish
Siegler: Gemini Deal Buys Apple Time to Gradually Swap In In-House AI Models
“I do think that they'll continue to work on their own models internally, and then, you know, they can, but this Gemini potential partnership allows them, buys them a lot of time to basically be able to swap in their models, and they don't have to do it in even…”
Dec 1, 2025 bullish
Dec 8, 2025 bullish
Dec 8, 2025 neutral
Dec 8, 2025 neutral
Dec 23, 2025 bearish
Dec 23, 2025 bullish
Dec 24, 2025 neutral
Dec 29, 2025 bullish
Dec 29, 2025 positive
Jan 13, 2026 bearish
Jan 13, 2026 bearish
Jan 13, 2026 neutral
Jan 13, 2026 neutral
Jan 13, 2026 neutral
Siegler: Apple will eventually develop in-house AI rather than rely on Google
“They now have the sort of bandaid stopgap. If you want to call it that a very good bandaid in the Google deal, but eventually Apple's going to want to own this and do this themselves. And so they need the right person. That they now have a years of runway than…”
Jan 13, 2026 negative
Kantrowitz: Microsoft, Amazon, Apple, and Meta lack standout AI products
“What standout product does AI product does Microsoft have outside of selling AI services from Azure? What standout product does Amazon, AI product does Amazon have outside of selling some AI with AWS. What standout AI product does Apple have? We both know that…”
Jan 13, 2026 bullish
Jan 19, 2026 bearish
Jan 26, 2026 bullish
Feb 2, 2026 neutral
Kantrowitz: Apple wanted Anthropic Claude before choosing Google as Plan B
“Actually Apple wanted to go with Anthropic first, and they wanted to use Claude. This is according to Mark Gurman, said it this week. Turns out Anthropic, you know, was basically trying to chart and a lot of money, and then they eventually went with Plan B, wh…”
Feb 3, 2026 neutral
Siegler: Meta spends $130B on CapEx while Apple spends around $18B-$20B
“We have Meta over here that's spending a hundred and thirty billion dollars in CapEx, whereas Apple is spending much closer to zero. You know, it's something around, like, it's like 18 or twenty billion dollars in CapEx. Because they're not building out obviou…”
Mar 4, 2026 bullish
Siegler: AI AirPods will likely be Apple's most successful wearable
“If I had to guess, I would think that the AirPods would probably be the most successful just because you and I are wearing them right now. Everyone's wearing them out and about like they're a known thing as long as they don't look entirely ridiculous and diffe…”
Mar 4, 2026 bullish
Siegler: iPhone gives Apple a unique advantage in AI wearables
“Apple has this unique position where they have the iPhone in billions of pockets, and now they're going to have these devices that rely upon that as sort of, at least for the foreseeable future, as basically the, you know, the central processing unit of those …”
Mar 9, 2026 bearish
Roy: Running AI models locally undermines centralized data center capex narratives
“Small models are gonna run locally on device. And that's actually gonna be how infrastructure gets built out. That throws such a wrench into any of these stories that we've been talking about for the last 30 minutes, like that completely destroys those stories…”
Mar 18, 2026 bullish
Sorkin: AI presents Google's best chance to take share from Apple
“I would imagine that this should be the greatest opportunity for Google and Alphabet Effect or Alphabet to truly take share because Gemini, if built the way I think it should be built, should be able to move you around their phone in shocking ways, right? It s…”
Apr 10, 2026 positive
Siegler: Apple's plan to power Siri with Gemini and third-party models is right
“They have obviously the deal in place with Google to use Gemini and Gemini is going to underpin
You know, the Siri models and now the new reports that they're going to allow other third parties potentially to come in there, including obviously they've already…”
Apr 10, 2026 bearish
Apple risks permanently lacking the internal culture needed to compete in AI
“By not sort of competing in that space, while it may make a lot of sense financially, they run the real risk that they just never get the right DNA within the company and the right mentality to really be able to compete in, in AI. And if you believe that it's …”
Apr 10, 2026 bearish
Apr 10, 2026 bullish
Apr 13, 2026 neutral
Anthropic previews Mythos model to around 50 critical infrastructure organizations
“The company is making a preview model of its new AI model called Mythos, available to about 50 companies and organizations that maintain critical infrastructure, including Amazon, Microsoft, Apple, Alphabet, and the Linux Foundation.”
Apr 21, 2026
Apr 21, 2026 neutral
Apr 21, 2026 positive
Stern: Cook's legacy is the iPhone ecosystem moat and operational execution
“There's like two main things that I think I'd come up with. One, building around the iPhone. Taking that moat and just building so much around it. AirPods, Apple Watch, Just extending that ecosystem to so many things. And then I think the operations and becomi…”
Apr 21, 2026 bullish
Apr 21, 2026 neutral
Apr 21, 2026 positive
Kantrowitz: Tim Cook's Defining Legacy Is Successfully Carrying Apple's Narrative
“It's going to be one of his biggest legacies is he kept Apple, whether it was through his showdown with the FBI around privacy The navigating, like, the tough political waters that a company like Apple does. Right. For better or worse, right? Because certainly…”
Apr 21, 2026 bullish
Apr 21, 2026 negative
Apr 21, 2026 negative
Kantrowitz: Cook failed to build an in-house AI culture at Apple
“Then he will be seen as the person who was so myopically focused on what they did well that he failed to create a culture, because we know the culture is not ready to build AI, failed to create a culture that could do this in house. And I think that's evidence…”
Apr 21, 2026 positive
Stern: Tim Cook's Apple Silicon Bet Fundamentally Changed Computing
“I don't think enough credit goes to the investment in Silicon and, you know, whatever M chip you have in your laptop right now was a massive shift. I mean, it's like what they're now able to do in laptops and computing because they own that full stack. That's …”
Apr 21, 2026 bearish
Apr 21, 2026 neutral
Stern: Apple employees immediately report journalist LinkedIn outreach to PR
“As a reporter, I don't know if you've ever had this, but like sometimes I'll reach out, you know, I'll hear, I'll reach out to Apple employees via LinkedIn and immediately I get a phone call from Apple PR because employees really can take it extremely seriousl…”
Apr 27, 2026 bearish
Roy: Apple is no longer an exciting company users love
“Apple today and any regular listener will know that as someone fully locked into the Apple ecosystem, it's just not been an exciting company you love any longer. It's a company that you're stuck with, and it's just felt like that for a long time”
Apr 27, 2026 negative
Apr 27, 2026 negative
Apr 29, 2026 positive
Cuban: Apple's plug-and-play model strategy will let it monetize consumer AI
“Apple's got it right in some respect in that everybody with an iPhone, it's going to be plug and play to plug in whichever model you want, and they'll have the ability at some point just to swap those out for their own if they choose or just Like they've done …”
May 4, 2026 positive
May 5, 2026 positive
Siegler: Apple Made the Right Bet Partnering on Search Over Building Bing
“Apple decided they didn't need to build a search engine, and that's worked out great for them, right?
Microsoft famously has spent billions and billions building up Bing, and what have they gotten out of it?
I mean, it makes money now, but it's not Google, and…”
May 5, 2026 positive
May 5, 2026 negative
May 5, 2026 bullish
Siegler: Apple Could Win AI Era Through iPhone Hardware Advantage
“I do still think that there is a very good chance that Apple ends up a quote unquote winner of the AI movement simply because of the iPhone, because it's the best device out there to run models potentially and to run these applications.”
May 5, 2026 bullish
Siegler: Apple will likely increase CapEx spending for AI inference
“I think that it's a reasonable assumption to make that they're going to start spending more on capex too. Even if they're not going to train models, they're not going to train an LLM inference and doing other things that you need to do.”
May 7, 2026 bullish
May 7, 2026 positive
May 18, 2026 negative
May 27, 2026 negative
Costolo: Small AI startups like Granola vastly outperform Apple Siri
“It's surprising how Siri for, Siri or iMessage, for example, have been so impossibly slow to keep pace with what appear to be things that AI startups with 10 or 12 people have been extraordinarily successful at, like text to speech or speech to text. Granola, …”
Jun 8, 2026 negative
Siegler: Annual keynote release cycles do not work in AI
“In the age of AI, it just seems like these announcements don't roll with that cadence, right? Everyone sort of followed the Apple model of, you know, always doing these big yearly events and having something and holding something back for a little bit to be re…”
Jun 8, 2026 neutral
Siegler: Apple will not show glasses, foldables, or AirPods at WWDC
“They're not going to show off the new glasses. They're not going to show off the fold. The AirPods like are maybe the closest, you know, thing that we have to an AI device. It's likely ready, more ready to roll. I just be shocked if they do that.”
Jun 8, 2026 neutral
Kantrowitz: Apple remains safe from AI shortcomings until dedicated AI devices matter
“AI doesn't matter as much to Apple as, you know, the narrative makes it seems like, at least in the short term. We're really gonna have to wait for a AI device to really matter for Apple. To start to say that their failures on AI are gonna really stack up and …”
Jun 8, 2026 negative
Kantrowitz: Apple's rigid Jobs-era culture prevents it from trying new AI models
“The culture of Apple is very high on its own supply and they believe that the culture that they've built is responsible for the creation of the iPhone and While it was, that also came from Steve Jobs, and so they've remained this refined jobs idea culture, eve…”
Jun 8, 2026 bearish
Jun 15, 2026 bullish
Kantrowitz: Apple's revamped Siri will clear low consumer expectations bar
“I think it's gonna work. I think that the bar was also so low that they have to just show a little incremental progress, and everyone's gonna be like, wow, they did it, and I think that's absolutely what's gonna happen. They will clear the bar.”
Jun 15, 2026 bearish
Kantrowitz: Meta is the biggest loser if Apple's Siri AI succeeds
“And it really is like biggest loser. If this thing works is meta, right? Because their personal super intelligence becomes that much harder for people to access. If they have a working intelligence on their phone, even if it's not super just intelligence”
Jun 22, 2026 bullish
Jun 22, 2026 negative
Jun 26, 2026 positive
Jun 29, 2026 negative
Jun 29, 2026 neutral
Jun 29, 2026 neutral
Jul 8, 2026 negative
Jul 20, 2026
Jul 27, 2026 positive
Kantrowitz: An OpenAI failure would harm tech industry momentum
“I think it would be bad for them to fail, right? If you think about all the energy in AI, a lot of it has been sparked by open AI, right? Like, Google, Google missed you know, the chat bot moment, and only entered because of You know, ChatGPT, and sort of, you…”
Aug 3, 2026 bearish
Aug 5, 2026 bullish
Cahn: Apple could emerge as a genius if AI models commoditize
“Apple is the one, by the way, with the do nothing strategy. Like you gotta look at Apple and say, wow, like there's some chance that Apple just comes out looking like a genius on this. Like if it does commoditize, Apple's not spending money on CapEx.”
Aug 10, 2026 bearish
Aug 10, 2026 neutral
Siegler: Apple will raise upcoming iPhone prices by $100 to $200
“My best guess, and I've written about this is sort of, I I'm sort of angling towards the 100 to 200 dollar price raise for all the devices, obviously depending on what the device is and how much RAM and if it's a pro model or whatnot.”
Aug 10, 2026 bullish
Siegler: Apple's Klarna subscription program will expand to Europe and worldwide
“It's us only right now, but given that their partner here is Klarna, which is a European company, you would expect that probably this goes at least to Europe, if not worldwide, you know, eventually sooner rather than later.”
Aug 10, 2026 neutral
Aug 10, 2026 neutral
Aug 10, 2026 positive
Siegler: Apple will eventually merge hardware subscriptions into Apple One
“It's not baked into apple one right now, but you can see them eventually merging it. And you being like in this whole ecosystem of just paying apple a monthly fee for all of your different services, like. Cloud and the iPhone itself.”
Sep 9, 2026 positive
Kantrowitz: Apple's smart home hub push signals confidence in its AI
“You know, to me, that's just a sign of confidence that they have in their artificial intelligence that, like, they're willing to push, make this push again. Obviously, AI is going to be central to any device like this, and Apple must feel good about it.”
Sep 9, 2026 positive
Siegler: Apple foldable will fit pockets better than iPhone Pro Max
“I think the iPhone, I think what Apple will hit on here is I think the slightly more passport like shape in when I'm envisioning it, I think about like right now with the current, I have a pro max, so it's obviously the massive one and it's very tall. It's obv…”
Sep 9, 2026 positive
Siegler: Apple's upgraded Siri will satisfy the masses but not power AI users
“Siri is not gonna blow anyone away who's been day-to-day living with OpenAI and Anthropa and Claude but it's certainly gonna be good enough for the masses, and I think that they're gonna get some new experiences that those are not as versed in AI that they'll …”
Sep 9, 2026 negative
Siegler: Apple postponed smart home hub and devices because Siri wasn't ready
“Well, and this is one of those devices that's apparently been on hold forever because AI wasn't ready, right? Siri was so bad that they had to postpone the release of this and maybe a few other devices, including new versions of the HomePod and Apple TV.”
Sep 9, 2026 neutral
Sep 9, 2026 neutral
Sep 9, 2026 positive
Sep 9, 2026 neutral
Siegler: Adapting macOS for touch input is Apple's primary MacBook challenge
“I think the bigger issue is how they do Mac OS to deal with this touch element, because that's been part of the talking point, right? Of like why they weren't going to do a touch screen Mac in the past. It's like, it's just a different beast. There's different…”
Sep 9, 2026 neutral
Siegler: Apple is adding seamless cross-device phone number switching to iOS
“They have a new software feature coming in iOS where you can basically transfer your phone number from one device to the next super easily. So you could just say like, I'm using this device now, and it will take your phone number and put it over.”
Sep 9, 2026 bearish
Siegler: Apple will undoubtedly face class action lawsuits over foldable iPhones
“There will be, of course, people who bend it the other way to prove that it could bend, you know, it's not invincible and there'll be all sorts of fun class action lawsuits undoubtedly that, that arise as these new form factors come into play.”
Sep 9, 2026 neutral
Sep 9, 2026 positive
Siegler: Apple will pitch foldable iPhone for both productivity and media
“I wouldn't be shocked if they play that up, obviously they'll want to still talk about the productivity gains you can get from unfolding and having a bigger screen, but I do think a lot of it, you're exactly right, is going to be, yeah, just like watching YouT…”
Sep 9, 2026 bullish
Sep 9, 2026 positive
Sep 9, 2026 bullish
Siegler: A $2,000 foldable iPhone will sharply raise Apple's ASP
“And so that, of course, what's it going to do? The average selling price. It's going to jack it way up. If this thing is over 2000 dollars now, maybe their margins, you know, again, their margins are obviously impacted by all the components stuff that we just …”