Apple

includes Apple Podcasts

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Dec 15, 2022 by Varun Sivaram · said 78 times in 56 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by Shayle Kann (42), Dr. Ben Lee (5), Lara Pierpoint (4), Kurt House (4), Sheldon Kimber (3), Matt Rogers (3), Brad Langley (3), Stephen Lacey (2)

mentionsepisodesper episode tap a year for its mentions

2026 4 mentions in 3 episodes 1 per episode

Cracking the code on autonomous trucking May 7, 2026 · 2 mentions · from 2:11
Critical Capital: Senator Tillis' case for "all-of-the-above" energy Aug 11, 2026 · 1 mention · from 30:52
Battery booms and the rise of flexibility [partner content] Mar 30, 2026 · 1 mention · from 28:58
every mention in 2026, scene by scene →

2025 9 mentions in 3 episodes 3 per episode

Will inference move to the edge? Dec 18, 2025 · 5 mentions · from 35:27
The case for colocating data centers and generation Feb 13, 2025 · 3 mentions · from 37:00
How insurance can narrow the valley of death [partner content] Oct 15, 2025 · 1 mention · from 2:05
every mention in 2025, scene by scene →

2024 9 mentions in 3 episodes 3 per episode

Demystifying the Chinese EV market Jun 20, 2024 · 6 mentions · from 32:44
The Big Switch: Are Batteries the New Oil? Apr 11, 2024 · 2 mentions · from 40:02
With Great Power: Why dynamic rates are gaining momentum May 28, 2024 · 1 mention · from 24:04
every mention in 2024, scene by scene →

2023 16 mentions in 11 episodes 1 per episode

With Great Power: What other industries can teach utilities about innovation Aug 4, 2023 · 4 mentions · from 1:26
This episode is trash Jan 19, 2023 · 3 mentions · from 14:53
The Carbon Copy: A rogue geoengineering startup sparks worry Apr 27, 2023 · 1 mention · from 1:46
The Carbon Copy: The great electrician shortage Mar 9, 2023 · 1 mention · from 31:23
Strong opinions on SMRs Feb 16, 2023 · 1 mention · from 45:21
What hydrogen leakage means for the climate Feb 9, 2023 · 1 mention · from 42:33
Mailbag episode! Biotech, layoffs, battery recycling and more Feb 2, 2023 · 1 mention · from 47:15
The journey to monetizing DERs Jan 26, 2023 · 1 mention · from 45:33
3 more episodes that year, every mention in 2023 →

2022 40 mentions in 36 episodes 1 per episode

The great rush for battery metals Apr 21, 2022 · 5 mentions · from 20:03
Why methane matters Dec 22, 2022 · 1 mention · from 45:22
Advance market commitments to decarbonize heavy industry Dec 15, 2022 · 1 mention · from 51:42
Solving the conundrum of industrial heat Dec 8, 2022 · 1 mention · from 45:44
Fixing cement’s carbon problem Nov 17, 2022 · 1 mention · from 43:16
Unleashing the magic of heat pumps Nov 10, 2022 · 1 mention · from 40:46
Getting more energy on the wires Nov 3, 2022 · 1 mention · from 58:03
Climatetech for developing economies Oct 27, 2022 · 1 mention · from 47:41
28 more episodes that year, every mention in 2022 →

every mention, scene by scene, with the transcript →

Everything said about Apple, oldest first

Dec 15, 2022 positive

Assertion Supported

Major corporations commit to replacing five percent of jet fuel demand

“United, Delta, Apple, Salesforce, they've all said five percent of our jet fuel demand will be replaced with clean fuels that reduce emissions by 85% or more.”

Varun Sivaram Dec 15, 2022 ▶ 39:27 Advance market commitments to decarbonize heavy industry

Jun 20, 2024 neutral

Assertion Supported

Apple had picked BYD to supply batteries for its canceled EV project

“One of the interesting things, if I remember correctly, is actually Apple had already picked BYD as their battery suppliers.”

TP Huang (TP Wang) Jun 20, 2024 ▶ 33:23 Demystifying the Chinese EV market

Dec 18, 2025 bullish

Prediction Not checkable as stated

Apple is the most likely company to move AI inference on-device

“It's not hard to picture that, like, if somebody's gonna move a lot of this inference on device, it's gonna be Apple.”

Shayle Kann Dec 18, 2025 ▶ 35:46 Will inference move to the edge?

Apple

Mentions by year, the whole family

Everything said about Apple, oldest first

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