Apple, every mention
595 scenes, the whole family · ← back to Apple
tap a year for its mentions
every year anyone Alex Kantrowitz 1800Ranjan Roy 172M.G. Siegler 136Joanna Stern 23Saagar Enjeti 22Stephanie Link 20Casey Newton 17Brian McCullough 10Palmer Luckey 8Reed Albergotti 5
Verbatim, from the transcripts: the passages where Apple comes up
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- ▶ 0:00 Alex Kantrowitz Was Apple right all along to stay away from the AI spending race, and is that about to change? 2 times in the scene
- ▶ 1:47 Alex Kantrowitz Um, and we're, we're definitely there because we're getting some indications of where Ternus is going and to set it up, I think that we should talk about this great piece that you have about Apple's capital expenditures. 18 times in the scene
- ▶ 12:46 Alex Kantrowitz Um, and then Apple doesn't really have this opportunity to lease that technology because let's say it's open AI that's built the best version of this or Google that's built the best version of this. 17 times in the scene
- ▶ 23:03 Alex Kantrowitz So let me just deliver the, the punchline to the beginning of our conversation here, which is, you know, um, is, is Apple making the right bet on, uh, you know, with, with spending much less on CapEx, uh, 18 times in the scene
- ▶ 28:06 M.G. Siegler Um, thing that Apple has done over the past decade, which is their Silicon.
- ▶ 28:40 Alex Kantrowitz First of all, uh, you know, looking at the calendar, we are gonna, you know, right now, we're saying maybe Apple's making the right move, um, but even still, they have a, they have a terrible AI product. 9 times in the scene
- ▶ 54:35 M.G. Siegler And if you own it and control it completely, just like we talked about with Apple,
OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- ▶ 47:40 Alex Kantrowitz Well, that's sort of what makes what Apple has done, uh, even though Apple did try to make this happen, um, which has made what Apple's done quite impressive that they decide, hey, we don't want to spend on foundational models. 7 times in the scene
Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan
- ▶ 26:48 Mark Cuban It's not that AI is not going to work, but look at Apple, right?
- ▶ 34:56 Mark Cuban I think, you know, 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…
Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
- ▶ 0:00 Alex Kantrowitz What does Apple look like after Tim Cook? 2 times in the scene
- ▶ 0:55 Ranjan Roy This new Apple CEO John Ternus is going to fix Siri. 24 times in the scene
- ▶ 2:16 Alex Kantrowitz Um, Mike Rockwell, who created the Vision Pro and is working on Siri, has considered leaving.
- ▶ 2:47 Alex Kantrowitz Several leaders, including marketing chief, uh, Greg, uh, Joswiak, retail head, uh, Deidre O'Brien, Apple, uh, store head, uh, Apple store head, Phil Schiller, and service leader Ed Q are approaching for decades at the company.
- ▶ 6:21 Alex Kantrowitz The products they announced, like Apple Intelligence, clear out the upper, clear the decks, bring in new blood, the leader seems like he knows what he's doing, and let's have some dynamism from this company again. 2 times in the scene
- ▶ 16:45 Alex Kantrowitz Okay, so that's, that's Apple. 4 times in the scene
- ▶ 31:59 Alex Kantrowitz I appreciate our reader feedback, our listener feedback, our viewer feedback, just as long as it's not two stars in the Apple podcast or Spotify app, but when people disagree with us, I, I like it.
- ▶ 49:08 Ranjan Roy Apple TV, again going back to my hatred of their services business now, comes in at five dollars.
- ▶ 52:00 Ranjan Roy And then Apple and Ternus will somehow solve it all and unbundle all their subscription services and actually make it just a product I'm excited about 4 times in the scene
Tim Cook Steps Down. And Who is John Ternus? — With Joanna Stern
- ▶ 0:10 Alex Kantrowitz Joanna, Tim Cook has stepped down as the CEO of Apple and John Ternus is going to replace him as of September first. 7 times in the scene
- ▶ 2:30 Alex Kantrowitz I open my email and I read notes I received the day before from Apple's users all over the world. 7 times in the scene
- ▶ 2:34 Alex Kantrowitz You shared little pieces of your lives with me and tell me things you want me to know about how Apple has touched you, about the moment your mom was saved by her Apple Watch, about the perfect selfie you captured at the summit of a… 2 times in the scene
- ▶ 4:17 Joanna Stern I, I mean, 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.
- ▶ 4:17 Joanna Stern I, I mean, 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.
- ▶ 4:51 Alex Kantrowitz He's taking the next step of his journey in at Apple, leaving my CEO job behind in September and becoming Apple's executive chairman. 10 times in the scene
- ▶ 5:46 Alex Kantrowitz They took a half-hearted swing at the metaverse with Vision Pro that didn't work out, uh, and their AI story has obviously been bumpy.
- ▶ 6:34 Joanna Stern Talk about the M chips.
- ▶ 8:16 Joanna Stern Has a marketing bent to him, similar to, you know, all, any, any Apple executive who is clearly focused on just talking about what users, what, what the customer gets and how good it is. 6 times in the scene
- ▶ 9:32 Joanna Stern Well, it's, it's still very, the secrecy of Apple and when you speak to certain employees, it's still very ingrained. 10 times in the scene
- ▶ 11:56 Joanna Stern Um, I do look forward to, look, I, I go to all Apple events. 2 times in the scene
- ▶ 12:38 Joanna Stern like, yeah, I think that's going to be a big product, but I think similar to a Vision Pro, it's going to be probably priced out of, you know, the mainstream and, um, take a few iterations to get pretty good.
- ▶ 13:18 Joanna Stern AirPods, Apple Watch,
- ▶ 14:05 Alex Kantrowitz I mean, I would say he is, he gets, certainly gets credit for keeping Apple relevant by not chasing all the new things. 8 times in the scene
Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
- ▶ 36:51 Alex Kantrowitz Um, you know, uh, here, I'll just read, there was one, uh, review on, on Apple Podcasts, uh, that I think is worth addressing.
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
- ▶ 1:59 Alex Kantrowitz 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.
More OpenAI C-Suite Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
- ▶ 0:05 Alex Kantrowitz Apple keeps making plans for Siri and well, nothing to show for it yet. 3 times in the scene
- ▶ 38:47 Alex Kantrowitz Big plans from Apple about what Siri can be. 17 times in the scene
- ▶ 39:31 Alex Kantrowitz Uh, the conversation view resembles a thread in Apple's messages app.
- ▶ 47:28 Alex Kantrowitz Now, it's been floated, uh, in the discourse, shall we say, that maybe Apple should try to acquire Anthropic, and you wrote about it a little bit over the past month. 17 times in the scene
- ▶ 52:36 Alex Kantrowitz And again, it's the same problem as Apple. 4 times in the scene
- ▶ 1:00:45 M.G. Siegler Any sort of product that they put out there, and if it's fairly priced, if it's not the Vision Pro pricing strategy, um,
OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- ▶ 34:12 Alex Kantrowitz So only NVIDIA, Apple, Alphabet, Microsoft, and Amazon would be bigger than it.
- ▶ 36:54 Alex Kantrowitz And now the IRGC is threatening multiple other US tech giants, including Microsoft, Google, Apple, Intel, and a bunch of others.
Is AI A Privacy Disaster? And How To Fight Back. — With Andy Yen
OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
- ▶ 44:22 Ranjan Roy Did you own an Oculus Quest or, I guess you tried, I mean, you tried the Vision Pro.
Are We Screwed If AI Works? — With Andrew Ross Sorkin
- ▶ 27:29 Alex Kantrowitz That's the, that's kind of one of the hypotheses we've been playing with on the show now is did Apple just do it right where Apple becomes the infrastructure for AI or it happens on your phone? 2 times in the scene
AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
- ▶ 39:38 Alex Kantrowitz If you could rate the show five stars on Apple Podcasts or Spotify, that would be great. 2 times in the scene
- ▶ 55:30 Alex Kantrowitz and they're in the apple bucket. 3 times in the scene
AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- ▶ 20:54 Alex Kantrowitz Should we talk about Apple? 10 times in the scene
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- ▶ 0:03 Alex Kantrowitz Apple's preparing three AI devices, but the iPhone might be the killer feature and Netflix will have to go forward without Warner Brothers discovery. 2 times in the scene
- ▶ 27:39 Alex Kantrowitz Tim cook, 10 years ago, one month, 10 years and one month ago was the, the time that he sent that memo out about, uh, standing up to the FBI and apples basically capitalized on that for the last decade.
- ▶ 35:47 Alex Kantrowitz Alright, so could Amazon and OpenAI work on a potential device together to go against the Apple and Google alliance? 2 times in the scene
- ▶ 36:26 Alex Kantrowitz Or, or, or more, let's talk about the devices that Apple might be, um, developing that will have Siri or Gemini or Gemini powered. 20 times in the scene
- ▶ 44:08 M.G. Siegler Uh, you know, the Meta Ray-Ban products are not huge compared to say AirPods or Apple watch or anything else. 2 times in the scene
- ▶ 49:27 Alex Kantrowitz Apple has, I mean, Amazon has the Echo. 3 times in the scene
- ▶ 58:20 Alex Kantrowitz If you haven't, if you could rate us five stars on Spotify or Apple podcasts, it will go a long way to helping the podcast reach new audiences, which would help us, you know, recruit guests.
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 42:31 Ranjan Roy Just like, okay, so, and actually this can be a whole other rant for another day, but the photo tax, now Google Cloud and Apple keep making me pay more and more money to just store my photos, and I had both services, and I'm paying, I… 2 times in the scene
AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pineau
- ▶ 28:38 Alex Kantrowitz Uh, something like an apple intelligence or an Alexa plus, uh, you know, both of them have rolled out in their own way.
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- ▶ 0:08 Alex Kantrowitz And what does Apple need to do to get some love from the market? 2 times in the scene
- ▶ 38:07 Alex Kantrowitz We'll talk in this segment about OpenAI's planned IPO and why Apple earnings
- ▶ 43:56 Alex Kantrowitz Apple turned in, I think, the best earnings report in its history. 22 times in the scene
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 33:59 Alex Kantrowitz Uh, let's talk about Apple quickly, and then the Amazon layoffs if we have a moment, and then we'll get into Elon. 16 times in the scene
OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
- ▶ 0:05 Alex Kantrowitz Ads, meanwhile, are coming to generative AI, and Apple is developing an AI pin? 2 times in the scene
- ▶ 20:28 Ranjan Roy We're gonna get into the pin from Apple in a bit, but did you see that, or? 2 times in the scene
- ▶ 36:36 Alex Kantrowitz And after the break, I definitely want to talk a little bit about Apple because Apple, I predicted just like, so your big prediction this year was that, you know, the agent thing is going to break out. 3 times in the scene
- ▶ 36:53 Alex Kantrowitz So let's talk a little bit more about Apple's revived AI strategy right after this. 14 times in the scene
Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
- ▶ 17:49 Alex Kantrowitz Apple might be 2027 until we see a pair of glasses for them.
- ▶ 22:50 Alex Kantrowitz And Apple, obviously, has to be considered a power player here as well.
- ▶ 24:51 Alex Kantrowitz Amazon, Apple, Google, Meta. 2 times in the scene
- ▶ 24:59 Alex Kantrowitz We've heard presentations about Alexa plus and Apple intelligence and the meta, all the different buddies you can have in the meta properties, uh, Google obviously with Gemini, but even though they have all this data, uh, we still don't…
Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential
- ▶ 0:00 Alex Kantrowitz As Google partners with Apple and unveils deeper personalization, is Gemini winning? 2 times in the scene
- ▶ 1:46 Alex Kantrowitz There's only one way to introduce this story, and that is that Apple has harnessed the power of Gemini and put it into action in Siri. 10 times in the scene
- ▶ 22:40 Alex Kantrowitz They leave home to avoid traffic ahead of an airport drop-off that's listed on the Apple calendar are expected to be announced at the company's annual developer conference in June.
- ▶ 22:56 Alex Kantrowitz I don't know if I, I just don't trust Apple on this one. 6 times in the scene
- ▶ 23:03 Alex Kantrowitz I mean, of course, like it's just, the deal was just signed, but I don't know if they're going to be able to, they're still trying to do Apple intelligence.
- ▶ 26:58 Alex Kantrowitz It seemed to me like the market is basically on smartwatches, uh, the Apple Watch or Garmin.
AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- ▶ 0:40 Alex Kantrowitz Of course, we have some breaking news that Apple and Google have just signed the deal for Google to power the new AI functionality within Siri.
- ▶ 7:00 M.G. Siegler This sort of heir apparent in a way to the Apple keynotes, even though it's, um, it's interesting cause it's not so user facing, you know, the, the hardware, obviously it's, uh, it's, it's incredible stuff that it's incredible that Jensen… 2 times in the scene
- ▶ 28:42 Alex Kantrowitz And then you have Apple, we've talked about the Apple problems and then Meta, right? 3 times in the scene
- ▶ 36:26 Alex Kantrowitz What standout AI product does Apple have?
- ▶ 43:46 Alex Kantrowitz I think you and I both believe, despite the issues that Apple's had, that it's going to have a big year. 4 times in the scene
- ▶ 46:59 M.G. Siegler You saw there was, you know, the new cycle around they're letting Arthur Levison, who is the current chair, um, stand for reelection, even though he's 75, which is the unofficial official, um, time of retirement for Apple board members. 4 times in the scene
- ▶ 48:15 M.G. Siegler Mike Rockwell from vision pro is sort of taken over the org.
- ▶ 50:00 Alex Kantrowitz You don't think it's going to be Apple. 3 times in the scene
Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork?
- ▶ 31:23 Alex Kantrowitz You can now securely connect medical records and wellness apps like Apple Health, Function, and MyFitnessPal, so ChatGPT can help you understand recent test results, prepare for appointments with your doctor, 2 times in the scene
AI & Tech 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom
- ▶ 4:16 Alex Kantrowitz Uh, but you, you don't think it, you, you're, you're pondering whether it will be Apple, but Apple is, uh, on schedule to release one this upcoming year, so why not wait? 2 times in the scene
- ▶ 4:35 Alex Kantrowitz Good lead into my next prediction, which is Apple's going to have an absolutely incredible year in 2026. 9 times in the scene
- ▶ 8:15 Alex Kantrowitz It actually syncs with my belief that Apple's going to have a great year, right?
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 21:54 Alex Kantrowitz We'll do Apple, and we'll see what else we can get to.
- ▶ 23:51 Alex Kantrowitz Um, here's Apple. 7 times in the scene
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- ▶ 0:42 Alex Kantrowitz Let's start with Apple. 10 times in the scene
- ▶ 4:45 Jim Cramer In the meantime, I think that Apple's just getting better. 2 times in the scene
- ▶ 7:15 Alex Kantrowitz It's funny, you are getting, so I said Apple, you ended with Meta, I said Meta, and now you're on Amazon, so I'm going to ask you about Amazon. 2 times in the scene
- ▶ 14:07 Jim Cramer And when that judge reversed and said, hey, listen, we need them to give Apple, uh, money because we gotta stop them as monopolists.
- ▶ 36:22 Jim Cramer They're difficult, but in the end, Apple is when your daughter says, I need a second iPod.
OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence
- ▶ 17:49 Alex Kantrowitz I just do my to-do lists in the notes app, uh, for Apple.
- ▶ 17:49 Alex Kantrowitz I just do my to-do lists in the notes app, uh, for Apple. 2 times in the scene
OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
- ▶ 23:42 Alex Kantrowitz Um, oh, and then one more thing, it is the giving season, and, uh, if you feel, uh, like giving back to big technology podcasts, we're always happy to get five-star ratings on Spotify or Apple Podcasts.
- ▶ 25:34 Ranjan Roy So doing it in a kind of structured way, I saw a bunch of kind of like people talking about how this is kind of the Apple music.
AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
- ▶ 0:00 Alex Kantrowitz The AI device wars are officially on as Meta poaches top Apple talent. 2 times in the scene