Apple, every mention
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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
OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie
- ▶ 42:05 Alex Kantrowitz Uh, Apple just lost its COO this week. 6 times in the scene
Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
- ▶ 0:06 Alex Kantrowitz And are big tech companies like Amazon and Apple in any different position today than they were before the inauguration?
- ▶ 19:54 Alex Kantrowitz I've had this galaxy brain idea that maybe Apple to sort of deal with some of the blowback they're getting from the Trump administration, uh, for moving their production from China to India and not the U S that they would just send the…
- ▶ 44:57 Alex Kantrowitz So it probably, just like Apple, they've over leveraged on China.
Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
- ▶ 0:00 Alex Kantrowitz Apple is thinking about handing Siri's brain to Anthropic.
- ▶ 0:47 Alex Kantrowitz So, um, to kick it off, let's pick up our Apple discussion. 18 times in the scene
- ▶ 16:04 M.G. Siegler I sort of wonder when you and I last spoke, we spoke about, um, you know, the list of companies that Apple could potentially acquire right in the space. 21 times in the scene
- ▶ 25:27 Alex Kantrowitz Would you call this like a product or an API play because you're going to give a version of Claude to Apple? 7 times in the scene
Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- ▶ 13:09 Alex Kantrowitz Nvidia, Microsoft, uh, uh, well, not Apple, but Meta has definitely played there. 3 times in the scene
- ▶ 41:37 Alex Kantrowitz Well, it's like the thing that happened with Apple, uh, you know, it's tariffed China. 3 times in the scene
- ▶ 49:19 Alex Kantrowitz The companies that are down, Amazon down five percent, Google down 15%, Tesla down 15%, and then Apple down 17%. 5 times in the scene
OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree
- ▶ 33:36 Alex Kantrowitz Well, it's like Apple intelligence for me.
- ▶ 35:09 Alex Kantrowitz So if you could rate five stars on Apple podcasts or Spotify, that would be much appreciated. 2 times in the scene
- ▶ 42:33 Alex Kantrowitz Hey, get off Apple's lawn, alright? 2 times in the scene
Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
- ▶ 45:02 Dwarkesh Patel Which is, which is like compared to that, you know, Google is not AGI or Apple is not AGI and they can still generate two fifty billion a year. 3 times in the scene
Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
- ▶ 8:26 Ranjan Roy And, and we're going to get into the Craig Federighi, Joanna Stern from the Wall Street Journal interview in just a little bit, but I actually thought a lot of what came out there was people expected, even companies like Apple, you would… 2 times in the scene
- ▶ 12:20 Ranjan Roy I have an Apple Watch.
- ▶ 30:57 Alex Kantrowitz And I think that's been the alarm bell around Apple, but certainly it's an alarm bell with Meta, because after
- ▶ 41:17 Alex Kantrowitz Uh, now let's just go quickly to Apple, because I thought we were done with WWDC coverage, but then there's been a bunch of, uh, executive interviews that have come out mainly with, um, Craig Federighi and JAWS, who's their head of… 13 times in the scene
- ▶ 41:45 Alex Kantrowitz Uh, they said that they want that, you know, Apple intelligence is basically, uh, out there already, but that there's, they're not giving a, a shipping date because they don't want to over promise.
What Apple's Failures Say About AI's Limitations — With M.G. Siegler
- ▶ 0:00 Alex Kantrowitz Are Apple's AI failures happening in a vacuum, or are they a damning sign of the limitations of AI itself? 10 times in the scene
- ▶ 1:01 Alex Kantrowitz I think you said that they said more about the phone app than they did about Apple intelligence. 6 times in the scene
- ▶ 5:56 Alex Kantrowitz I just want to put this all in context because Apple has failed so bad on rolling out Apple intelligence that I think there's this, um, 12 times in the scene
- ▶ 5:56 Alex Kantrowitz I just want to put this all in context because Apple has failed so bad on rolling out Apple intelligence that I think there's this, um,
- ▶ 10:41 Alex Kantrowitz First of all, was Apple fails to overreact to the AI revolution. 4 times in the scene
- ▶ 14:14 M.G. Siegler A lot of those companies had the mentality of like, look, we already productize some of, again, like what, uh, the high level of what these, these assistants and chatbots are doing with, uh, Echoes and, and, uh, HomePod and things like…
- ▶ 22:43 Alex Kantrowitz Apple should just leave it out altogether. 10 times in the scene
- ▶ 27:09 M.G. Siegler Um, and then day one, I happened to be near an Apple store.
- ▶ 28:19 Alex Kantrowitz Uh, for those like me using Windows on the desktop and Apple on the phone, Google might hit an AI tipping point that would make it worth giving up my pretty phone, especially if an Android phone will make my Google AI glasses work better. 6 times in the scene
- ▶ 30:58 M.G. Siegler The Apple Watch works with the iPhone, and so what if all of these, like, sort of, uh, concert of, of AI devices work better with Android than they do with, uh, Apple devices because Apple is so far behind in, uh, in AI, and that could be…
- ▶ 31:25 Alex Kantrowitz Is it possible that this mistake of this Apple's, Apple's inability to ship Apple intelligence, uh, is not, you know, necessary, because like, like you said, it's not immediately competitive. 18 times in the scene
- ▶ 31:25 Alex Kantrowitz Is it possible that this mistake of this Apple's, Apple's inability to ship Apple intelligence, uh, is not, you know, necessary, because like, like you said, it's not immediately competitive. 2 times in the scene
- ▶ 32:58 M.G. Siegler Anything else that Apple is sort of missed on, and that includes, by the way, the Vision Pro, right, like that obviously was not a huge hit, but it didn't matter so much, right, because they still had the iPhone, and they still had some of…
- ▶ 38:37 Alex Kantrowitz Uh, you have a prediction in your piece, uh, either the one that just came out or the one that's come out recently, that Apple will get its act together on AI by twenty-twenty-six. 10 times in the scene
- ▶ 40:07 M.G. Siegler Including whatever comes next to a vision pro.
- ▶ 43:03 Alex Kantrowitz Okay, I need to take a quick break, get to our mid-roll, and then I want to talk for a couple minutes about liquid glass itself, and whether this is actually an upgrade for Apple, like I said yesterday, or I said on, in my little short pod… 7 times in the scene
- ▶ 48:04 M.G. Siegler They, they sort of admitted that though, with the photos thing, right?
- ▶ 48:18 Alex Kantrowitz Um, give us the state of Apple and with, with the context of something that you mentioned earlier about, uh, you, you actually wrote this also in your recap piece, just, uh, the leaks. 18 times in the scene
Apple’s AI 'Gap Year' at WWDC?, Elon Vs. Trump Goes Nuclear, NYTimes’ OpenAI Attack
- ▶ 0:10 Alex Kantrowitz We're going to preview Apple's WWDC.
- ▶ 2:17 Alex Kantrowitz We have Apple's WWDC coming up on Monday. 14 times in the scene
- ▶ 2:51 Alex Kantrowitz With the one-year anniversary of Apple intelligence approaching, the company finds itself in a bind. 3 times in the scene
- ▶ 10:18 Alex Kantrowitz And, uh, they're, they might have to make an acquisition and I have a hot take on that, that I'm going to get to in a couple of minutes, but it doesn't seem like it's impossible, like you mentioned, and maybe there is a way for Apple to… 7 times in the scene
- ▶ 11:02 Alex Kantrowitz The new version will let people create those actions using Apple intelligence models, uh, that could end up being in 20, 26.
- ▶ 11:19 Alex Kantrowitz They, they have a doctor service that's called name, code name Mulberry, uh, and a redesigned health app. 4 times in the scene
- ▶ 13:26 Alex Kantrowitz Now I use Claude for weight tracking, but I do think there's an opportunity that if you have a place where your data is, especially for watch users, to be able to query that data in natural language, and that's why I see some potential…
- ▶ 14:52 Alex Kantrowitz And there's also a reboot of a translate app that's going to be integrated with AirPods and Siri.
- ▶ 15:22 Ranjan Roy Well, even, like, as you have in our doc, and then they're gonna quietly rebrand several existing features in apps like Safari and Photos as AI-powered. 2 times in the scene
- ▶ 16:07 Ranjan Roy Big news, Apple. 11 times in the scene
- ▶ 16:18 Alex Kantrowitz And it's sort of following a theme here where we had last two years ago, vision pro dud. 4 times in the scene
- ▶ 16:28 Alex Kantrowitz Apple intelligence dud. 2 times in the scene
- ▶ 24:52 Alex Kantrowitz Uh, but today I want to call out a special guest that's going to be a big part of Apple moving forward into the future. 20 times in the scene
- ▶ 37:57 Ranjan Roy Apple by perplexity and then release the Epstein files.
Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
- ▶ 46:27 Alex Kantrowitz Break, and on the other side of this break, we only have a few minutes left, but talk about one company in particular, uh, that you can look at through this lens of trade, which is Apple, and I also want to make sure to shout out your show… 2 times in the scene
- ▶ 48:16 Alex Kantrowitz Uh, but I do want to talk to you about Apple because we just talked previously about the trade relationships. 9 times in the scene
- ▶ 1:00:54 Anthony Scaramucci You know, it's up there in market capitalization alongside of Apple and Microsoft and below NVIDIA, but it's up there.
OpenAI's Jony Ive Moment, Anthropic's Big New Model, Google In AI Mode
- ▶ 0:24 Alex Kantrowitz And of course, news links leaks that Apple
- ▶ 2:32 Alex Kantrowitz OpenAI to buy AI device startup from Apple veteran Johnny Ive in a 6.5 billion dollar deal. 10 times in the scene
- ▶ 13:04 Ranjan Roy Like, I look at the Apple Watch as another form factor that weans me off my screen, that I can mentally process a notification, and that if it's important, maybe then I'll pull out my phone.
- ▶ 14:55 Ranjan Roy And maybe he smelled very early that Apple intelligence would be the absolute cluster that it became. 2 times in the scene
- ▶ 18:10 Alex Kantrowitz Uh, since he left Apple. 2 times in the scene
- ▶ 18:14 Ranjan Roy Do you remember the gold Apple watch? 3 times in the scene
- ▶ 20:42 Alex Kantrowitz I want to ask you one more question about this, then we move on to the Apple glasses.
- ▶ 25:01 Alex Kantrowitz So talk a little bit about this Apple Glasses push, because this sort of plays in exactly to what we're talking about, about where the future of computing is heading. 4 times in the scene
- ▶ 25:11 Alex Kantrowitz I don't know if it's finally, they have, they have the HomePod, but finally it seems like Apple is really gonna push forward into a smart device that you wear and is AI first. 10 times in the scene
Is ChatGPT The Last Website?, Grok’s System Prompt, Meta’s llama Fiasco
- ▶ 25:32 Ranjan Roy Uh, but you know, maybe one day I track my sleep with my Apple watch, but it's a pain to wear.
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- ▶ 0:48 Alex Kantrowitz We have Apple, Amazon, Microsoft, and meta all reporting.
- ▶ 30:00 Alex Kantrowitz We had Apple, Amazon, 13 times in the scene
- ▶ 33:02 Ranjan Roy So, I mean, to their credit, it look, it looks like, and the release of the iPhone XVIe was also cited as one of those factors, um, and kind of like the lower cost, uh, but still AI, Apple intelligence enabled phone.
- ▶ 37:01 Alex Kantrowitz But something beyond tariffs can hurt Apple, and that is aimed directly at its services revenue, because for a long time, Apple had told app developers that they could not tell other people that they could buy subscriptions to their… 22 times in the scene
- ▶ 45:37 Alex Kantrowitz Now, of course there's Apple music and, and, um, Apple TV plus.
- ▶ 45:37 Alex Kantrowitz Now, of course there's Apple music and, and, um, Apple TV plus.
- ▶ 48:04 Ranjan Roy Yeah, I think Amazon, potentially more than Apple, or at least equally, is in trouble.
- ▶ 48:15 Ranjan Roy He might not make great product with Apple intelligence, but he can shift supply chains, uh, faster than anybody else.
Amazon Head Of Prime on Tariffs, Alexa Plus Rollout, and AI Differentiation — With Jamil Ghani
- ▶ 39:12 Alex Kantrowitz I heard Apple make a promise about Apple intelligence.
- ▶ 39:12 Alex Kantrowitz I heard Apple make a promise about Apple intelligence.
Is OpenAI's o3 Model AGI? Is AI The New Social Media? Zuck's Revealing Testimony
- ▶ 25:49 Ranjan Roy So it's Apple. 4 times in the scene
- ▶ 26:11 Alex Kantrowitz Okay, enough beating on Apple.
Why China's AI Strategy Just Might Work — With Grace Shao
- ▶ 26:34 Alex Kantrowitz I don't know, maybe Apple could use that because Apple intelligence has been a mess.
- ▶ 26:34 Alex Kantrowitz I don't know, maybe Apple could use that because Apple intelligence has been a mess.
Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
- ▶ 34:32 Alex Kantrowitz One from the New York Times calling AI mid, another one saying the problem with Apple intelligence isn't Apple, it's the artificial intelligence, and basically saying that the AI technology has been okay, but not overwhelming to this point.
- ▶ 34:32 Alex Kantrowitz One from the New York Times calling AI mid, another one saying the problem with Apple intelligence isn't Apple, it's the artificial intelligence, and basically saying that the AI technology has been okay, but not overwhelming to this point.
Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
- ▶ 2:03 Adam Parker The second one was about Apple, right?
- ▶ 9:19 Alex Kantrowitz And we're gonna get to Apple in a second.
- ▶ 13:38 Alex Kantrowitz Alright, let's quickly talk about Apple, and then the market has just opened as we're, uh, talking, so, and it looks ugly, so we'll talk about the market more broadly. 20 times in the scene
- ▶ 14:01 Alex Kantrowitz Vietnam, the company now makes AirPods, Apple, iPads, Apple Watches, and Macs, 46%.
- ▶ 15:53 Alex Kantrowitz And, uh, you know, it was like the first rollout of Apple intelligence.
Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
- ▶ 0:45 Alex Kantrowitz We're going to cover why Trump is doing this, if it's likely to succeed, when he might blink, what it means for the tech giants, including Apple, Amazon, Google, Meta, Microsoft, Nvidia, and Tesla.
Microsoft AI CEO Mustafa Suleyman: Building AI Personality
- ▶ 22:05 Alex Kantrowitz On that, I mean, this is a vision that we've heard again from, uh, from Microsoft, from Amazon, from Apple, for sure, from Google.
OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
- ▶ 34:31 Alex Kantrowitz When we come back, we're going to talk about a couple of, I would say, anti-AI op-eds, including this one from the New York Times, the tech fantasy that powers AI is running on fumes, and another from CNN saying the problem with Apple…
- ▶ 34:31 Alex Kantrowitz When we come back, we're going to talk about a couple of, I would say, anti-AI op-eds, including this one from the New York Times, the tech fantasy that powers AI is running on fumes, and another from CNN saying the problem with Apple…
- ▶ 39:06 Ranjan Roy And we're gonna talk about Apple intelligence, our favorite topic, but certainly that as well, not actually delivering on what they show in the ad.
- ▶ 43:34 Alex Kantrowitz CNN says Apple's AI isn't a letdown. 13 times in the scene
- ▶ 44:03 Alex Kantrowitz The company is owning its error and now delaying the Apple intelligence features to the coming years. 5 times in the scene
OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- ▶ 48:15 Alex Kantrowitz Apple sales in Europe, uh, 26% of total revenue. 5 times in the scene
Zendesk CEO: AI Customer Service Agents Are Ready For Primetime
- ▶ 10:53 Tom Eggemeier And so I'm kind of excited when we see that we've got, you know, we've got examples of that, but on scale, I think it's coming with, you know, Amazon and Apple and Google and everyone else coming out with these personal assistants.
Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- ▶ 0:00 Alex Kantrowitz The fallout from Apple's AI fiasco continues as top Apple watcher John Gruber slams the company's credibility, or lack thereof. 2 times in the scene
- ▶ 0:30 Alex Kantrowitz Joining us is the returning champ, Reid Albogatti, the technology editor at Semaphore for a fascinating week of news, and we are just gonna go right through it from Gruber slamming Apple to the tech stock disaster, along with the rest of…
- ▶ 1:06 Alex Kantrowitz Last week we were talking at the beginning of the show just about how, uh, Siri's become an embarrassment for Apple, and the narrative is starting to shift around that company. 24 times in the scene
- ▶ 2:04 Alex Kantrowitz Gruber says in the two decades I've been in this racket, I've never been angry at myself for missing a story than I am at about Apple's announcement on Friday that the more personalized Siri features of Apple intelligence scheduled to… 4 times in the scene
- ▶ 6:12 Alex Kantrowitz When they did, it was non-consequential, like Apple Maps.