Apple, every mention
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every year anyone Ted Seides 23Richard Tedlow 11Alex Sacerdote 9Josh Wolfe 8Chris Dixon 7Michael Mauboussin 6Kyle Samani 6Jordi Visser 6Bobby Jain 6Jim Falbe 5
Verbatim, from the transcripts: the passages where Apple comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 29:49 Rajiv Jain The problem we see is that the Mac seven exception is Apple. 3 times in the scene
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 19:06 unnamed speaker If the index has five percent apple in it, you look in our portfolio, you're going to see us have
Kieran Goodwin – Private Credit Concerns (EP.494)
- ▶ 31:17 Kieran Goodwin It's not like this is Apple stock.
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 23:01 Ryan Lovell You're the treasurer of Apple or NVIDIA. 2 times in the scene
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 31:34 Gavin Baker So for instance, there's this company, Roku, no VCs would fund it, because every venture capitalist was worried about competition from Amazon, Google, and Apple.
- ▶ 53:33 Gavin Baker In other words, in the early days of the smartphone, it's not like Apple had loads of private competitors. 2 times in the scene
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 20:04 Bobby Jain If you have a business and you add one more portfolio, let's say a stat or portfolio, there's a fifty-fifty chance you're a long apple already. 5 times in the scene
- ▶ 36:41 Bobby Jain Many people would like to work at Microsoft and Google and Apple, and many people want to work at Stripe.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 2:22 Ted Seides Not Apple, still the biggest, and not Spotify, still the biggest among younger listeners.
- ▶ 3:58 Alex Sacerdote Well, I think actually the first stock that I owned was Apple back when the PCs were coming out, and I owe it to my father. 2 times in the scene
- ▶ 12:30 Alex Sacerdote And at that point, the big product for Apple was the iPod.
- ▶ 35:01 Alex Sacerdote Apple had one that was just so big with the smartphone, 6 times in the scene
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 40:24 Josh Wolfe I did trust Apple. 4 times in the scene
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 52:22 Jay Ripley I'm not being paid to own Apple.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 26:03 Mason Morfit It had been traumatized by antitrust investigations a decade or so prior, and then it was facing an existential threat from two things, the smartphone that had been pushed forward by Apple and cloud computing, which AWS had pioneered. 2 times in the scene
Ted on Alt Goes Mainstream (EP.458)
- ▶ 51:40 Ted Seides You get some demographic metrics, but there's no mailing list that Apple will tell you and say, oh, here are your people.
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 8:35 Tim Sullivan The timing was also really good in that the first venture boom was in the early eighties with Apple and Genentech and Lotus and companies like that.
- ▶ 25:52 Tim Sullivan It was very easy to put that list together for the venture program, because there were just so many prominent companies that had come out of it, starting with Apple, with Sequoia, way back when.
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 52:30 Kristin Kolurgis-Roland I was an intern at Morgan Stanley in our Lake Forest, Illinois office, which is where I'm from, and at the end of the summer, they offered me my bonus in cash or Apple stock, and I picked cash.
Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
- ▶ 5:32 Ted Seides Not Apple, still the biggest, and not Spotify, still the biggest among younger listeners.
Year in Review 2024 (EP.424)
- ▶ 19:48 Ted Seides There's about a 100,000 listeners as measured by Apple and Spotify.
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
- ▶ 48:07 Kristof Gleich Imagine if I got an iPhone out from 15 years ago and said, hey, this thing is exactly the same as it was 15 years ago, Apple would be out of business.
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 55:42 Mike Maples, Jr. Even Apple didn't quite know how to market it. 2 times in the scene
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 41:47 Brett Barakett We were early, one of my partners was like, this mobility thing is going to scale much faster than people think, and the winners are going to be Apple and Google and BlackBerry, and the losers are going to be Nokia and Sony, and so we had…
- ▶ 1:15:21 Brett Barakett We got invested in Apple in January of oh four. 2 times in the scene
Cliff Asness - Simple Investing is Hard (EP.385)
- ▶ 1:09:32 Cliff Asness It may be on Amazon, it may be on Apple, it may be on TBS, it may be on Yes, or it may be on a network.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 9:30 Chris Dixon There's no one in the middle changing the algorithm, no one in the middle taking 30% as Apple and Google do, and the App Store, and services like Facebook take much higher percentages, so you keep the economics, you own what you build, and
- ▶ 34:08 Chris Dixon One of the brilliant things that Apple did, and this happens in all computing movements, is at some point that underlying infrastructure got abstracted away.
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
- ▶ 35:55 Michael Mauboussin Just an ooch under half of that portfolio is in one stock, and that's Apple. 3 times in the scene
- ▶ 45:40 Michael Mauboussin Obviously Apple, again, is a good example, a very valuable company, but if you file and went public in the early 19 eighties, I mean, this thing was teetering on bankruptcy. 3 times in the scene
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 18:42 Sanjay Ayer Apple coined it well before us, but it's very profound in investing that if you want different results, you should do things differently.
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 34:08 Mike Vieth So Apple, Dell, Microsoft, Pfizer, Bristol-Myers, some cold storage, where they're
Morgan Housel – Same as Ever (EP.359)
- ▶ 18:42 Morgan Housel I think someone like Steve Jobs was so brilliant in his communication, both for Apple products, but just
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 55:30 Rick Heitzman I have an Apple Watch, which will tell me everything for how cold the water is if I go into the ocean, all the way through my turn-by-turn signals through AI.
Alan Forman – Yale Endowment Real Estate (EP.340)
- ▶ 5:28 Ted Seides The Apple ecosystem is a sight to behold. 3 times in the scene
- ▶ 5:41 Ted Seides So I went to the Apple store and followed the instructions.
- ▶ 27:29 Alan Forman They wanted to open up their first Apple store in our building, and we were very close to wrapping up a deal with someone else.
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
- ▶ 37:57 Kimberly Sargent Yeah, there's definitely a lot of zany stuff going on in the U.S. markets these days, so you have seven stocks make up 30% of the S&P, you have Apple with a market cap greater than the Russell 2000, you have the rise of the zero-day… 2 times in the scene
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 1:02:02 Don Mullen The infrastructure of it is a little bit reminiscent of the Apple, IBM computer debate of the nineties, where it's like you were never incented to buy an Apple product if you were a corporate purchasing person, because you got no penalty… 2 times in the scene
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 54:50 Chris Sacca Or we have a team that is basically a bunch of ex-Apple guys who are insane at building a consumer device and
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
- ▶ 37:40 Jim Falbe When I first started at Vulcan, we owned Apple, and at the time, I mean, it was just unbelievably cheap. 4 times in the scene
- ▶ 57:57 Jim Falbe I think he gave you the example of Apple earlier that really changed it for us, which is this idea of if we truly have quality, valuation matters, but let's be humble and realize that the upside can also be much better than we think it's…
Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 15:56 Richard Craib And then you don't know what the rows mean, but row one could be Tesla, row two could be Apple.
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 1:05:29 Mario Giannini But I think, I use the example of Apple. 3 times in the scene
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 35:53 Anthony Scaramucci And that was obviously a really stupid decision because the ensuing 22 years, the sector of technology, which includes Facebook and Amazon and Apple Computer and Google, that sector is arguably one of the best investments in US economic…
- ▶ 49:28 Anthony Scaramucci And lo and behold, he's one of the largest holders of Apple Computer, which is outside of the bailiwick of his original thesis of not investing in things like technology.
Year in Review 2022 (Capital Allocators, EP. 289)
- ▶ 18:01 Ted Seides Apple created a new metric this year called followers, and our show counts 47,000 at year end. 2 times in the scene
Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
- ▶ 25:46 Sachin Khajuria Why should you only know about the acronyms that make up Apple, Amazon, 2 times in the scene
- ▶ 43:07 Sachin Khajuria If you're an investor in Apple or Disney or any of these other great stocks, 2 times in the scene
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 14:53 Louis-Vincent Gave They're returning capital to shareholders like Microsoft and Apple were 10 years ago.
Adam Wyden - ADW Capital (Manager Meetings, EP.37)
- ▶ 18:36 Adam Wyden I'm never going to beat Tiger Global or KOTU or anyone on Apple because they're going to have Yippit data 2 times in the scene
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
- ▶ 39:59 Brent Montgomery He was a literal rocket scientist at NASA and an Apple designer, but like I was saying about Rodriguez earlier, Mark is a genius who really can tell incredibly complicated scientific information in digestible bites, and he uses humor
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 26:46 Avichal Garg All the way on the left might be Apple.
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- ▶ 8:23 Chris Dixon No one can step in and say, Apple takes 30% or Google and Facebook take a hundred percent of the revenue.
- ▶ 47:17 Chris Dixon There is also sometimes an advantage to starting later in the same way that you had Apple and the other tinkerers, but then you had Compaq and Dell and Microsoft and all these other people take the baton and run with it.
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- ▶ 4:48 Ted Seides You see, around one percent of listeners have offered up their feedback with a review and rating on iTunes. 2 times in the scene
Chris Voss – Listening, Human Nature, and Negotiations (Capital Allocators, EP.252)
- ▶ 32:10 Chris Voss Iger's smart enough to go to Apple.
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 22:44 Billy Libby If you're an app developer on Apple or Google, the thing I like about what we're doing is like, I say, what's new is old. 3 times in the scene
- ▶ 25:46 Billy Libby You can actually verify all of their data from Amazon, from Apple.
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 28:57 Louis-Vincent Gave And because people wanted that, it's not one of the top 10 shareholders in Apple, one of the top 10 shareholders in Microsoft, etc.
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
- ▶ 8:02 Annie Lamont We took Apple Public. 2 times in the scene
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 25:03 Josh Wolfe The interesting thing about Facebook is Facebook had a very deep motivation to not be beholden to Google or Apple so that they could access you or you could access the internet. 2 times in the scene
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 1:02:03 Fabrice Grinda And at the same time, the web today is controlled by these massive intermediaries, the Googles, the Apples of the world, the Facebooks who take their
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 8:49 Ben Gilbert It was a early to-do list on the App Store when Apple didn't ship reminders yet as a part of the operating system, so found that as a nice hole to fill.
- ▶ 8:49 Ben Gilbert It was a early to-do list on the App Store when Apple didn't ship reminders yet as a part of the operating system, so found that as a nice hole to fill.
- ▶ 52:13 Ben Gilbert Apple.
Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
- ▶ 11:25 Bill Trenchard And it was the era of Steve Jobs and Wozniak in the early days of Apple.
- ▶ 11:30 Bill Trenchard I was only five years old when the Apple II came out.
- ▶ 13:05 Chris Douvos You know, it's funny that you mentioned back in the day, early apples and all the mags and everything, you know, my first rig was a Commodore. 2 times in the scene
- ▶ 52:21 Bill Trenchard We're seeing that big companies like Apple recently had this happen in the news about how a lot of their employees wanted to push towards a more remote friendly culture versus coming back in the office.
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
- ▶ 15:56 Kyle Samani We were both very big Apple bulls at the time. 3 times in the scene
- ▶ 1:09:55 Kyle Samani Dushar and I got very, very bullish Apple, oh nine, 10. 2 times in the scene
- ▶ 1:10:43 Kyle Samani And not appreciating how difficult it is to do new form factors and not looking at the Newton and a bunch of other things.
Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- ▶ 4:19 Ted Seides Richard left HBS in 2010 to join the faculty of Apple University, and he retired in 2018.
- ▶ 6:52 Ted Seides So in a broad brush over multiple decades, I guess, at Harvard Business School before going to Apple U, what did you choose to study, right?
- ▶ 10:09 Ted Seides So after so much time in that very special environment, what was it that led you to leave and move on to Apple University? 2 times in the scene
- ▶ 10:43 Richard Tedlow Then Apple came along out of the blue. 6 times in the scene
- ▶ 20:30 Richard Tedlow That Jobs would have run the General Motors of 1955, as it is that Harlow Curtis would have run Apple in 20 oh seven, which is the year the iPhone was introduced. 2 times in the scene
- ▶ 38:17 Ted Seides And I'm curious, you've been sitting in and around Apple and Silicon Valley for a while. 3 times in the scene
- ▶ 43:07 Richard Tedlow They've now moved to something called iSpaceship, but what used to be called Infinite Loop.
- ▶ 43:07 Richard Tedlow They've now moved to something called iSpaceship, but what used to be called Infinite Loop.
- ▶ 48:50 Richard Tedlow The most important thing you can do in a class, either at Apple or at Harvard or anywhere else, is to listen.
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 32:24 Jordi Visser Right now, 18% technology without the F-A-A-M-G, but when you add Facebook, Apple, Amazon, Microsoft, Google as a separate group, that's about 23% of the S&P.
- ▶ 46:18 Jordi Visser I don't envision this to be like the tech boom with Facebook, Apple, Amazon, Microsoft, Google, and their ability to dominate the software and, and smartphone world in terms of getting these big things in web too.
- ▶ 51:44 Jordi Visser Well, once you identify it, the easiest way to get rid of it is to just close your eyes and breathe for five minutes, and the beauty of the iWatch is that it's got a breathing app,
- ▶ 58:38 Jordi Visser I have a iWatch on.
Satya Patel – Homebrew (Manager Meetings, EP.18)
- ▶ 33:56 Satya Patel It's where Steve Jobs and Steve Wozniak met and started Apple Computer.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 18:16 Daniel Graña And keep in mind though, I don't consider Apple or Unilever or an ASML to be an emerging market stock.
- ▶ 37:56 Daniel Graña There's an outsized, outperformance by the likes of Google and Apple that have sort of skewed US equity returns.
Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
- ▶ 43:57 Luke Ellis Like for a big company, like an Apple, it cares about more than 350 different companies of different sorts.
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 1:01:50 Bruce Martin How does a guy at his age make such a huge investment in Apple so late after the fact and still make a huge fortune on it?
Bill Ford – General Atlantic (Manager Meetings, EP.03)
- ▶ 13:42 Bill Ford We had been the underwriter for the Apple IPO in
- ▶ 55:47 Bill Ford You'd had IBM and Intel, and I mentioned Apple, but it was the very early days of what was going to happen, and I feel the exact same way in the biotech biology space, which is, there's been a lot of important successes already, but we're…
Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
- ▶ 1:02:07 Eli Casdin That esoteric science piece is, I don't know how my cell phone works, but I know it works, and that doesn't preclude me from investing in Apple. 2 times in the scene
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- ▶ 39:23 David Rubenstein For example, Tim Cook was not a gigantic shareholder, relatively speaking, uh, of Apple.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 14:30 Jeff Hausenbold I had to deal when Apple announced they were competing and my stock went down 30% in two minutes.
- ▶ 26:41 Jeff Hausenbold Sharp, Foxconn, same company, and Apple. 2 times in the scene
Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
- ▶ 36:31 Michael Sonnenshein These are some of, if not the only digital asset-based securities out there, and so investors looking to allocate don't have many options of how to get Bitcoin or Ethereum exposure alongside Apple and Google and the other assets they own,…
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