Apple, every mention

12 scenes (2025), the whole family · ← back to Apple

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every year 2025 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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Top 5 of 2025: #4: Alex Sacerdote Dec 22, 2025 · 10 mentions

  • ▶ 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) Dec 8, 2025 · 4 mentions

Jay Ripley – Emerging Manager Selection at GEM (EP.470) Nov 10, 2025 · 1 mention

Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462) Sep 29, 2025 · 2 mentions

  • ▶ 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) Sep 8, 2025 · 1 mention

  • ▶ 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) Jul 14, 2025 · 2 mentions

  • ▶ 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) May 26, 2025 · 1 mention

  • ▶ 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) Mar 10, 2025 · 1 mention

  • ▶ 5:32 Ted Seides Not Apple, still the biggest, and not Spotify, still the biggest among younger listeners.
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