AirPods

includes AirPods Max, AirPods Pro

3 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 16, 2025 by Jordi Hays · said 62 times in 40 episodes since 2024 · across every show →

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brought up most by John Coogan (22), Jordi Hays (12), Casey Neistat (5), Ben Gilbert (2), Ethan Thornton (1)

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2026 26 mentions in 18 episodes 1 per episode
2025 26 mentions in 15 episodes 2 per episode
2024 10 mentions in 7 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about AirPods, oldest first

Jan 16, 2025 neutral
What-if
Hays: Apple could have captured 10% to 20% of $100B audio market
“They probably, it's a hundred billion dollar annual revenue opportunity, and Apple could have probably gotten 20% of that, or 10, 10% of that at least, so it wouldn't have been as big as AirPods.”
Jordi Hays Jan 16, 2025 ▶ 23:11 What's Happening at SONOS (Total Disaster)
Nov 4, 2025 neutral
Assertion Not checkable as stated
Gurman: Apple is developing camera-equipped AirPods alongside smart glasses
“You know, they've also been working on AirPods like I'm wearing with cameras in there as well, and so I think there's actually a bake-off going on internally too.”
Mark Gurman Nov 4, 2025 ▶ 27:58 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Jan 14, 2026 bullish
Assertion Supported
Hays: Apple AirPods generate roughly $20 billion in revenue
“AirPods, which have insane product market fit, which last time I checked are like a twenty billion dollar revenue line for Apple.”
Jordi Hays Jan 14, 2026 ▶ 25:48 Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN
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