Apple, every mention

13 scenes (2024), the whole family · ← back to Apple

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every year 2024 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

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Year in Review 2024 (EP.424) Dec 30, 2024 · 1 mention

Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411) Oct 10, 2024 · 1 mention

  • ▶ 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) Sep 16, 2024 · 2 mentions

Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) May 20, 2024 · 3 mentions

  • ▶ 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) May 13, 2024 · 1 mention

  • ▶ 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) Apr 15, 2024 · 2 mentions

  • ▶ 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) Feb 19, 2024 · 6 mentions

  • ▶ 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) Feb 5, 2024 · 1 mention

  • ▶ 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) Jan 25, 2024 · 1 mention

  • ▶ 34:08 Mike Vieth So Apple, Dell, Microsoft, Pfizer, Bristol-Myers, some cold storage, where they're

Morgan Housel – Same as Ever (EP.359) Jan 1, 2024 · 1 mention

  • ▶ 18:42 Morgan Housel I think someone like Steve Jobs was so brilliant in his communication, both for Apple products, but just
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