Apple, every mention
8 scenes (2026), the whole family · ← back to Apple
tap a year for its mentions
every year 2026 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.