Apple
includes Apple CarPlay, Apple Vision Pro, Apple Music, Apple Pay, Apple I
6 statements across 4 episodes · 4 bullish · 1 bearish · 4 people on the record · first statement Oct 14, 2025 by RJ Scaringe · said 56 times in 14 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by John Collison (23), Ben Thompson (13), RJ Scaringe (6), Evan Spiegel (5), Garrett Langley (2), Dave Ricks (2), Casey Handmer (2), Tobi Lütke (1)
tap a year for its mentions
2026 31 mentions in 7 episodes 4 per episode
- Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- What comes after smartphones, with Evan Spiegel of Snap
- The world of voice AI, with Mati Staniszewski of ElevenLabs
- Garrett Langley of Flock Safety on building technology to solve crime
- Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- Stripe’s 2024 annual letter
- every mention in 2026, scene by scene →
2025 25 mentions in 7 episodes 4 per episode
- How to build a $16B car company with RJ Scaringe, founder of Rivian
- Tobi Lütke is still captivated by internet commerce, 20 years later
- Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
- Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
- Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
- Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- every mention in 2025, scene by scene →
Everything said about Apple, oldest first
Oct 14, 2025 positive
Oct 28, 2025 positive
SpaceX controls approximately 95% of the global space launch market
“In the space sector, at least, it's quite astounding the extent to which SpaceX is dominant. Right. This is not the case that, like, Apple has, what, 2030, 40% market share in smartphones, and Pixel has 10%, and Huawei and so on has a, this is like, SpaceX has…”
Feb 12, 2026 neutral
Ben Thompson: Advertising business models are fundamentally incompatible with being platforms
“And the problem is that I think being an advertising based model is generally incompatible with being a platform. The whole point of a platform is you're letting something else shine, something else bring to the surface. You're just on your, you're the support…”
Feb 12, 2026 negative
Ben Thompson: Apple builds great products but is a terrible platform steward
“The reality is when it comes to platforms, you have to build, the price of becoming a platform is making a great product. So Apple gets platforms so they make great products, and they're terrible stewards of the platforms. Microsoft is a great platform steward…”
Apr 27, 2026 bullish
Apr 27, 2026 bullish
AI software generation overcomes the Apple App Store lock-in moat
“So I think you know, I think the entire engineering paradigm, the way that software is built now enables you know, a totally different way of thinking about specs and about our platform. And frankly, overcomes the biggest hurdle that we were facing, which was …”