Apple, every mention
39 scenes (2021), the whole family · ← back to Apple
tap a year for its mentions
every year 2021 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
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,…
BONUS – Michael Mauboussin on the Decision Education Podcast
- ▶ 43:31 Dr. Joe Sweeney Also, ratings on Apple podcasts are greatly appreciated, and don't forget to subscribe to this podcast in your favorite app so that you don't miss an episode.
Fran Kinniry – The Comfort of Paradox at Vanguard Group (Capital Allocators, EP.173)
- ▶ 47:42 Fran Kinniry Meaning that anyone, you Ted, or anyone who wants to buy Apple, Google, whatever company, they have access to that. 2 times in the scene
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- ▶ 5:18 Chris Dixon I was interested in computers and when I was a kid in the eighties, so I had, you know, if you talk to people in the business, in the industry, probably a pretty familiar path, which is I got a Apple II
- ▶ 26:17 Chris Dixon So just like as the phone got better, the camera got better, which then allowed Instagram to come along and Instagram made photography on the phone even more popular, which in turn made Apple invest more into the camera.
- ▶ 28:19 Ted Seides So I'd love to turn to crypto and blockchain in particular, and maybe start with this notion of when you go through the example of an iPhone, you have Apple.
- ▶ 45:25 Chris Dixon But then what happened is Apple came along and said, you know what, the world has changed, and now we can build a general purpose computing platform, which has messaging as a single feature and yet has many other killer apps as well.