Apple, every mention
29 scenes, the whole family · ← back to Apple
tap a year for its mentions
every year anyone John Collison 23Ben Thompson 13RJ Scaringe 6Evan Spiegel 5Garrett Langley 2Dave Ricks 2Casey Handmer 2Tobi Lütke 1Marc Andreessen 1Bret Taylor 1
Verbatim, from the transcripts: the passages where Apple comes up
What comes after smartphones, with Evan Spiegel of Snap
- ▶ 1:58 Evan Spiegel And then you have, you know, very high capability virtual reality devices like the Vision Pro. 2 times in the scene
- ▶ 11:55 John Collison Do you think full VR, like, Apple Vision Pro has a place 2 times in the scene
- ▶ 11:55 John Collison Do you think full VR, like, Apple Vision Pro has a place 2 times in the scene
- ▶ 20:11 Evan Spiegel How are you going to overcome the one million apps or two million apps on the app store, you know, that are locked into the Apple ecosystem?
- ▶ 22:21 Evan Spiegel I think Apple announced last year, they were like,
- ▶ 42:15 Evan Spiegel So Apple's got a ton of great settings.
The world of voice AI, with Mati Staniszewski of ElevenLabs
- ▶ 17:19 John Collison Like Apple and Google. 3 times in the scene
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- ▶ 1:03:58 Bret Taylor Um, there may be, but there's not always, you know, there was that infamous, I think it was called folklore, but it's this website where that Apple engineer used to put just all this Apple folklore.
Garrett Langley of Flock Safety on building technology to solve crime
- ▶ 1:14:11 Garrett Langley And so we've seen this time and time again where an Apple or a Sony or some consumer or Samsung will pick a part for a new product that's coming out in 12 months, and the supply globally disappears. 2 times in the scene
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- ▶ 33:23 John Collison Apple has to discretize the iPhone release cycle and they've settled on, you know, once per year, and so they'll decide, you know, we've got this better camera, but ah, it's got to wait for the next version, uh, or, you know, we're gonna… 2 times in the scene
Stripe’s 2024 annual letter
- ▶ 3:08 John Collison Oxonians can pay for their books or boat club memberships with Apple Pay or Link.
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- ▶ 18:10 Ben Thompson And this is one of the great ironies of Meta slash Facebook is the extent to which the, I mean, of course, Mark and everyone hates Apple for lots of, I think, very justifiable reasons, but Apple saved Facebook from itself. 3 times in the scene
- ▶ 1:08:58 Ben Thompson And so Apple famously, ah, did a lot of this, ah, sort of prepaid, and particularly when TSMC was sort of expanding hugely in the twenty-tens, and they maybe need to get even more explicit about that. 2 times in the scene
- ▶ 1:13:25 Ben Thompson I felt pretty strong with Apple Vision Pro. 2 times in the scene
- ▶ 1:23:54 Ben Thompson Apple, traditionally very strong. 6 times in the scene
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- ▶ 1:01:31 John Collison What it talks about, despite it being quite minor, is the fact that Apple originally only let you use an iPod with a Mac, and tried to use it to drive Mac sales, and then gave up and, you know, shipped iTunes for Windows. 2 times in the scene
Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
- ▶ 1:48:28 Dave Ricks Have we created like an ecosystem around ourselves like Apple has done?
- ▶ 1:58:24 Dave Ricks We'll just start buying back massive amounts of shares and return cash to shareholders who invested to create this surplus.
Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
- ▶ 34:46 John Collison Like, you know, one day we had computers, but of course one day we had, like, Univac, and, you know, then we had the Apple One, and then we had the Macintosh, you know, and actually the computers got much better over time to the point of…
Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
- ▶ 41:18 Casey Handmer Yeah, I saw some stat the other day that, that Apple had spent a hundred billion dollars on manufacturing investment in, in China.
- ▶ 45:17 Casey Handmer This is not the case that, like, Apple has, what, 2030, 40% market share in smartphones, and Pixel has 10%, and, and Huawei and so on has a, this is like, SpaceX has, like, 95% market share for the entire world, and then the second place…
How to build a $16B car company with RJ Scaringe, founder of Rivian
- ▶ 27:38 John Collison The last time I saw you, I was asking you about CarPlay, and I was saying, oh, you guys needed that. 6 times in the scene
- ▶ 28:21 RJ Scaringe One of those decisions that's been noticed quite a bit is the fact that we've intentionally not included CarPlay in the vehicle, and that's not to say we don't think a close partnership with Apple is important. 4 times in the scene
- ▶ 28:31 RJ Scaringe So we have Apple Music integration, we have a bunch of Apple integrations that are yet to come, but a great relationship with the team at Apple. 2 times in the scene
- ▶ 52:45 John Collison You know, like Apple has the, Apple's taken the, you know, Yosemite El Capitan naming scheme, but again, I feel like there's a lot of. 2 times in the scene
Tobi Lütke is still captivated by internet commerce, 20 years later
- ▶ 51:00 Tobi Lütke Um, there was all these efforts, Apple Pay, like, I think actually PayPal was around, but then sort of didn't do anything.
- ▶ 52:47 John Collison Then, of course, the Apple ATT changes happened where, for a brief period, it got harder.
- ▶ 59:24 John Collison You've referenced a few times the, um, kind of the stuff Stripe and Shopify are doing together, and, you know, we've caught up at various points on, and you even talked at the meta level about the Stripe-Shopify relationship where there's…
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- ▶ 1:26:04 Marc Andreessen Like, why would I lock up an Apple position?