Apple
includes Apple Vision Pro, Apple Podcasts, Apple Intelligence, Apple Watch, Apple TV, Apple Card, Apple Pay, Apple Store, Apple Silicon, Apple Music, Apple Photos, Apple CarPlay and 39 more
188 statements across 83 episodes · 57 bullish · 54 bearish · 34 people on the record · first statement Oct 14, 2024 by Jordi Hays · said 2,369 times in 289 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (890), Jordi Hays (265), Mark Gurman (54), Jimmy Iovine (27), Marc Andreessen (15), Eddy Cue (13), Ben Thompson (13), Turner Novak (12)
tap a year for its mentions
2026 1,031 mentions in 152 episodes 7 per episode
- Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN
- Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN
- WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN
- Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
- FULL BREAKDOWN: Apple’s 7 New Devices
- The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
- FULL INTERVIEW: Apple Exec on How Apple Builds Products That Actually Win
- Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- 144 more episodes that year, every mention in 2026 →
2025 1,186 mentions in 114 episodes 10 per episode
- Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
- Is APPLE Headed Downhill? (Investor Breakdown)
- Apple Considers New AI partnership
- Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
- Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- 106 more episodes that year, every mention in 2025 →
2024 152 mentions in 23 episodes 7 per episode
- Billionaires XMAS list (ep21)
- Year of Tech in Review (ep25)
- How BILLIONAIRES dress for XMAS (ep17)
- Zuck Just Killed the Apple Vision Pro (ep2)
- The Secret Billionaire Party (ep6)
- FACT CHECKERS vs. tech article (ep14)
- Inside Facebooks Secret "Red Book" (ep18)
- How we became the fastest growing podcast (ep20)
- 15 more episodes that year, every mention in 2024 →
Everything said about Apple, oldest first
Oct 14, 2024
Oct 14, 2024
Coogan: Flawless Hardware-Software Integration Requires Trillion-Dollar Scale
“In order to do the absolute, like, top-tier software engineering where stuff just works, like, you actually have to be a trillion-dollar company, like Apple. A ten-billion-dollar company just can't do it. Especially if it's an older company.”
Nov 3, 2024 bullish
Coogan: Apple will eventually perfect AI and Siri integration via on-device data
“I think Apple will eventually dial it in. I mean, the tech is just so good at this point, it's, like, really easy, and they have a bunch of interesting ways to integrate with all the data in your phone, so you'll just be able to talk to Siri more”
Nov 3, 2024 bearish
Coogan: Apple is two years behind ChatGPT and should have replaced Siri
“The AI thing has been really, really difficult for Apple, in my opinion, because they're two years behind ChatGPT. Like, the day ChatGPT came out, They should have ripped out Siri and had an LLM replace it in terms of just like what consumers would want.”
Nov 3, 2024
Nov 19, 2024 positive
Nov 23, 2024 positive
Dec 11, 2024
Dec 11, 2024 negative
Dec 11, 2024 positive
Sequoia Has Generated Over $70 Billion in Cumulative Gains
“Over the years, it's made its limited partners and its own rainmakers who pocket around a quarter of the gains plus a management fee a total of over seventy billion dollars, thanks to early bets. On future tech darlings like Airbnb, Apple, Google, and Nvidia.”
Dec 12, 2024 neutral
Dec 31, 2024 positive
Dec 31, 2024 bearish
Jan 8, 2025 positive
Coogan: Apple will keep Google search deal due to 100% margin
“I disagree with that because that, that twenty billion dollars is 100% margin. They don't have to do anything. And they know that like, anytime they need to manage a new business line, there's risk and it could go wrong and stuff. And Google's just the best.”
Jan 16, 2025 bearish
Jan 16, 2025 bullish
Hays: Tim Cook Being More Personable Could Add $1T to Apple
“Tim Cook, I think, could take Apple from a three to a four trillion dollar market cap just by being a little more personable and being like, yeah, the Photos app is terrible. I'm sorry. The alarm app is terrible. I'm sorry. Battery life is terrible. I'm sorry.…”
Jan 16, 2025 neutral
Jan 16, 2025 positive
Jan 16, 2025 neutral
Jan 18, 2025 neutral
Coogan: TikTok ban legally targets app store distribution and Oracle hosting
“The law doesn't require TikTok to turn off the app. Instead, the law requires App Store operators like Apple and Google to stop making TikTok available for downloads. It also requires Oracle, TikTok's cloud provider, to stop hosting the app's U.S. Data user da…”
Jan 18, 2025 neutral
Coogan: Musical.ly used iTunes preview API to avoid music licensing fees
“There's an API on the iPhone for the iTunes store where you can pull in music previews and you don't have to pay any licensing fees for those because they're just 15 second clips. And so you could have access to the entire iTunes music library, every single so…”
Jan 24, 2025 neutral
Coogan: Apple earns about $20B at 100% margin from Google search deal
“And that's exactly what happened with Google, where, where they knew that people were going to be searching the internet using a search engine and they could, and they never needed to build a search engine because they were able to tax Google. And so they got …”
Jan 28, 2025 bearish
Hays: Consumer AI App Layer Will Be More Competitive Than Model Layer
“This consumer App layer is going to be more competitive in many ways than the foundation model layer because you're competing with Meta, Apple, all these different, you know, Google, et cetera, that have the distribution already.”
Feb 5, 2025 neutral
Apple Cannot Exploit De Minimis Because They Import in Bulk
“Manufacturers like Apple aren't benefiting from this loophole, even if they're selling 500 dollar product because Apple is sending, you know a shipping container with 10,000 air pods in it. And so the total value, even though the individual product might be a …”
Feb 8, 2025 bearish
Feb 8, 2025 bearish
Feb 8, 2025 bearish
Feb 8, 2025 bearish
Coogan: Apple's Greater China revenue declined for a sixth consecutive quarter
“Greater China's year over year revenue was down for the sixth straight quarter. Just as it has been for nine of the last 12, I graphed China's trailing 12 month revenue to avoid seasonality with year over year quarterly growth, and so revenue has been declinin…”
Feb 8, 2025 negative
Feb 8, 2025 bearish
Hays: China's urban population exodus removes a massive iPhone growth driver
“China has a, is no longer adding people to its major cities. There's actually been an exodus from cities, which is a whole other issue in China right now, leading to Peter Zai Han has a good bid on You know, basically how much oversupply there is from a housin…”
Feb 8, 2025 neutral
Hays: Apple lacks commercial incentives to radically improve iPhone battery life
“The issue with them, if they massively improve their battery, that's a huge reason that people, you know, actually end up renewing their you know, buying a new device. So It's, they're sort of not the same incentive to be like, hey, let's, let's spend ten bill…”
Feb 8, 2025 neutral
Feb 8, 2025 neutral
Coogan: OpenAI Deep Research excels at substantiating theses, not originating them
“In other words, the model does a much better job of filling out a thesis than coming up with one. And so it seems like it's great. Deep research is super great for, hey, I already read the report. I understand this. I have a thesis. I just need you to go and p…”
Feb 8, 2025 bearish
Hays: Tim Cook lacks the visionary leadership to win post-iPhone computing
“I do think that it will become more and more clear that Tim Cook seems to be able to generally manage this, like, luxury brand type version of Apple, but it doesn't feel obvious that they have this sort of visionary product leadership that's going to have them…”
Feb 8, 2025 bullish
Feb 21, 2025 bearish
Super Apps Like WeChat Erase Apple's Software Ecosystem Moat in China
“Apple has huge advantages in the US. They have their moats, which is like messaging, payments, the developer ecosystem. They don't have that in China because of WeChat and these sort of super apps. And so somebody can just trade for a cheaper phone and get lik…”
Mar 5, 2025 bearish
Rabois: Apple's reported two-year AI delay is a devastating, generational setback
“Two years is like, you know, as other people have pointed out, two years in an AI world is an eternity. You might as well say I'm delaying something for 20 years or, you know, like two generations at this point. It's crazy. And so I think that's a serious prob…”
Mar 6, 2025 neutral
Glyman: Ramp's gap to trillion-dollar tech incumbents equals seed-stage multiples
“Mathematically a company like you know, an Apple or Microsoft or Nvidia, you know, talking to a ramp is almost like a ramp talking to a seed or Siri J startup. It's actually those multiples in between valuations are about the same.”
Mar 8, 2025 bullish
Mar 12, 2025 negative
Mar 12, 2025 negative
Mar 13, 2025 positive
Mignano: Spotify beat Apple in podcasts because Apple maintained separate apps
“Apple had two separate apps for these things, right? They had music and they had podcasts, two separate apps. And that was a total gift to Spotify because Spotify could take the podcasts and put them right next to the music. So you never had to leave the exper…”
Mar 13, 2025 positive
Mar 17, 2025 negative
Bartlett: Apple's secretive, cautious culture is antithetical to AI development
“But it just feels Antithetical to Apple's culture to execute on AI in the way that I think you need to they are very like measure measured 35 times and cut once and let's do this all secretively and let's like try to control the ecosystem and keep everything l…”
Mar 17, 2025 bearish
Mar 19, 2025 bearish
Mar 24, 2025
Mar 24, 2025 bullish
Mar 26, 2025 negative
Mar 28, 2025
Apr 6, 2025 negative
Patel: Incumbents Struggle With AI Because They Treat It as a Feature
“They're not AGI filled enough, you know, like if you treat it like another feature well, I mean, even if you treat it like another feature, it's like mysterious why Siri doesn't work on my phone, but like, it's like more people basically. And if you take that …”
Apr 9, 2025 bullish
Wang predicts an OpenAI smartphone will seriously challenge Apple's iPhone
“But Apple has, is really fumbling, and they know it, and when OpenAI comes up with the OpenAI phone, I think it will be a serious challenge to Apple because Opening eyes. I open the iPhone. We'll just be smarter. You know it.”
Apr 25, 2025 neutral
Apr 25, 2025 neutral
Apr 25, 2025 positive
Srinivas: Perplexity launched voice assistant early over waiting for perfection
“I'll literally read out to you the chat I had with our engineer who worked on this. Be good to launch and announce today, question mark. And then he's like, yes, still making improvements, but let's launch. And me like, do you want to address some of the onboa…”
Apr 25, 2025 positive
Srinivas: Apple SDK allows integration with Calendar, Mail, Maps, and Music
“A lot of it is still exposed in the Apple SDK through the events kit. So that's how we got things done, like calendar, mail, reminders. These are all part of their SDK. So you can actually call it podcasts, Apple music that's Apple maps. All of these are possi…”
Apr 26, 2025 bullish
Yanisse: Mobile Driver's Licenses in Digital Wallets Will Replace Photo Scanning
“The other thing that I'm bullish on is electronic driver licenses and wallets, you know, like Apple and Google are starting to have your driver license in your wallet, like Apple pay. And I think you know, and the government, especially in Europe and other cou…”
Apr 26, 2025 bullish
Senra: Apple's iPhone revenue alone eclipses Disney's entire combined business
“Apple makes more from the iPhone if they just had the iPhone and nothing else than, like, Disney does from every single thing they've ever, like, they, everything, all their theme parks, all their movies, everything else, just, like, that one single product.”
Apr 26, 2025 neutral
Apr 28, 2025 negative
Kovacevich: FTC and DOJ divided Big Tech targets rather than subject matter
“What happened was about six years ago, the FTC and the Justice Department, they share responsibility for antitrust. They got together and they said, they basically struck a deal and they said, okay, FTC, you get Meta and Amazon and DOJ, you get Google and Appl…”
Jun 5, 2025 neutral
Dixon: Tech adoption is either institutional 'inside-out' or fringe 'outside-in'
“I sort of like to distinguish technologies between what I call inside out and outside in. And some inside out of things that sort of start with established institutions, like AI to some extent is like that, you know, the iPhone was like this. It came out of Ap…”
Jun 14, 2025 negative
Jun 14, 2025 negative
Jun 14, 2025 bullish
Future photo apps will replace scrolling entirely with AI search
“In the photos app, they are understanding that in the future, you won't want to scroll at all. You will just search and search will be so powerful because every photo and video will be tagged so thoroughly from AI and it will understand the context so much tha…”
Jun 14, 2025 bullish
Jun 14, 2025 positive
Apple's on-device AI enables apps with zero ongoing cloud costs
“It is very cool in terms of just, you can now vibe code an iOS app that has some sort of AI functionality. It's not gonna be incredible. It's not gonna be frontier. But you can get something that's served into the store that only uses Apple's APIs and creates …”
Jun 14, 2025 neutral
Jul 1, 2025 neutral
Jul 1, 2025 neutral
Apple made counteroffers to retain MLX team after departure threats
“Apple this month also nearly lost the team behind MLX, It's key open source system for developing machine learning models on the, on, on the latest Apple chips. After the engineers threatened to leave, Apple made counter offers to retain them, and they're stay…”
Jul 1, 2025 bearish
Jul 1, 2025 positive
Coogan: Apple could produce custom data center AI chips with TSMC
“Apple has enough of a relationship with TSMC that they could go and do kind of like, ah, you know, the A three, the A, or the, ah, the Apple Silicon, you know, the M two chip, the M three chip, like the M four chip, they could do a different run with TSMC that…”
Jul 1, 2025 neutral
Jul 1, 2025 negative
Jul 1, 2025 negative
Jul 12, 2025 bearish
Jul 19, 2025 positive
Hays: Find My Friends Is a Powerful Force Supporting Monogamy
“Find my friends is the best thing to happen to marriages. Monogamy. Potentially ever. Because if you are in a committed long-term relationship and you do not want your partner to have visibility into your whereabouts, you can make a pretty bad argument for pri…”
Jul 25, 2025 negative
Neistat: iPhone 5 was the last phone without algorithmic photography
“Like, I think the iPhone five was the last iPhone where when you took a picture, just sort of took a picture. And then after that, every time you take a picture now on any modern smartphone, it takes a picture and then runs it through an algorithm to make the …”
Jul 26, 2025 negative
Neistat: iPhone 5 Was the Last Un-Algorithmic iPhone Camera
“I think the iPhone five was the last iPhone where when you took a picture, just sort of took a picture. And then after that, every time you take a picture now on any modern smartphone, it takes a picture and then runs it through an algorithm to make the pictur…”
Jul 26, 2025 positive
Aug 8, 2025 positive
Aug 8, 2025 neutral
Andreessen: Copying Apple's Last-Mover Strategy Has Massive Survivorship Bias
“And I guess, yeah, what I would say is like, look, that clearly works if you're Apple, right? Yeah. And so it clearly works if you're Apple. But I would say there's a fine line between that strategy and just, and simply becoming obsolete, right? And so the pro…”
Aug 8, 2025
Andreessen: Original iPhone Lacked Broadband and App Store, Took Five Years
“And people, you know, people forget it took like five years for the iPhone to find its footing. It took like two years to get the, I remember also the original iPhone didn't have, it didn't have broadband data. It was on the old two G it was called the AT&T ed…”
Aug 8, 2025 positive
Andreessen: Tim Cook Shipping Vision Pro Shows Positive Drive to Innovate
“One of the, you know, things you could say about, you know, Tim is his, you know, his willingness to kind of break the mold of Apple only shifts perfect products, but, you know, be willing, be being willing to ship the You know, the vision pro you know, it sho…”
Aug 9, 2025
Andreessen: Emulating Apple's last-mover strategy suffers from survivorship bias
“I think there's a lot of survivorship bias in these kinds of strategy discussions where people look at the one company That's able to pull this off, and they don't look at the 50 other companies that are in the graveyard, you know, because they, you know, beca…”
Aug 9, 2025 positive
Aug 12, 2025 neutral
Aug 12, 2025 neutral
Coogan: Apple would steamroll Friend if it mirrored Apple's design language
“Avi Schiffman at Friend, like, he's making a product that, Is a wearable AI device, and if he makes it look like an Apple product, and he makes it like, oh, it's instead of an AirPod and, you know, an iPhone, it's a necklace, like, and it has Apple design lang…”
Aug 16, 2025 neutral
Aug 16, 2025 neutral
Hays: Apple AI teams use ChatGPT and Gemini during product development
“During the development of the tabletop robot, Apple engineers have made heavy use of ChatGPT and Google Gemini to build and test features. Within Apple AI and Siri Teams as a whole, software developers are increasingly using third-party systems as part of thei…”
Aug 16, 2025 positive
Aug 23, 2025 bearish
Hays: Developers have stopped building apps for Apple Vision Pro
“I know a lot of developers that were super excited to capitalize on the release of Vision Pro. They had all this energy and excitement around getting access to the product, starting to build applications for it. And I don't know that any of them are still buil…”
Aug 23, 2025 neutral
Aug 23, 2025 neutral
Coogan: Smart eyewear progress relies on Apple Vision Pro screen commoditization
“A lot of this is just like waiting around for the screen in the Apple vision pro to commoditize to the point where where other companies can start taking that same screen and putting it in other stuff, giving like actually doing all the testing and then Apple …”
Aug 30, 2025
Apple announced $500M MP Materials deal following DOD minority investment
“In early July, the Defense Department took a minority stake in MP materials and maker of rare earth magnets. Days later, Apple, which the Trump administration had long pressured to expand its U.S. Supply chain, announced a five hundred million dollar deal to b…”
Sep 6, 2025 neutral
Sep 6, 2025 neutral
Oct 22, 2025 negative
Hays: Warren Buffett Missed $50B Profit by Selling Apple Early
“Warren Buffett missed out on fifty billion dollars in profits by selling Apple too early. Barron's calculated that he sold six hundred and fifty million dollars six hundred and fifty million shares at an estimated price of a 185 dollars. Now, they're at 263 do…”
Oct 22, 2025 neutral
Chesky: Airbnb avoids large acquisitions due to its single-brand functional structure
“Our philosophy is to be extremely discerning around public M&A. The reason why is we've taken an approach to run Airbnb. That's kind of similar to Apple in this early days where we are one app, one brand, and we're a functional organization and we have one cus…”
Nov 4, 2025 bullish
Gurman: Apple can copy any consumer hardware OpenAI builds
“In terms of Apple worried, I think Apple looks at this as something where they can be a fast follower. I don't, I think there are hardware products that OpenAI can bring to market that are innovative before Apple, but I don't think there's a product out there …”
Nov 4, 2025 bullish
Gurman: Upgraded Siri commerce integrations will become a massive business
“When this new Siri starts working, when it has those upgraded technologies that mean that I can call an Uber for my phone and know that it's actually going to happen, then they'll be able to come to those financial agreements because people are going to start …”
Nov 4, 2025 neutral
Nov 4, 2025 neutral
Nov 4, 2025 neutral
Nov 4, 2025 bullish
Gurman: Apple built an in-house AI search to rival Perplexity
“What they haven't talked about Is AI web search. And so the new Siri is also going to have a chat GPT perplexity competitor for things like deep research and summarizing search. That is going to be an Apple built, an Apple powered system.”
Nov 4, 2025 bullish
Nov 4, 2025 neutral
Nov 4, 2025 neutral
Nov 4, 2025 neutral
Nov 4, 2025 bearish
Nov 4, 2025 negative
Nov 4, 2025 negative
Gurman: Apple has done a terrible job marketing the Vision Pro
“I also think they've done a pretty terrible job marketing it, because I'm ingrained in this ecosystem more than anyone else I know, and probably most people in this world, and despite the fact that I've had a Vision Pro, despite the fact that I'm totally tuned…”
Nov 4, 2025 neutral
Gurman: iPhone Air is a stepping stone to a foldable iPhone
“It's a technology exercise to really set the stage for an eventual foldable iPhone. They have to create thinner form factors, thinner batteries, more advanced materials like titanium for the casing in order to create something like the foldable phone to compet…”
Nov 4, 2025 neutral
Gurman: Apple considered buying Perplexity due to Google antitrust fears
“First, on the perplexity, when I was the one who broke that, that was real. That did not come from perplexity. The idea there was Apple was sort of scared out of its mind that it was going to lose this Google search deal. It was a very real possibility the jud…”
Nov 4, 2025 positive
Nov 4, 2025 negative
Nov 4, 2025 bullish
Nov 4, 2025 negative
Nov 4, 2025 neutral
Nov 4, 2025 neutral
Nov 4, 2025 bullish
Nov 19, 2025 negative
Hays: Apple will block iMessage data portability to Google's Gemini
“I have zero faith that there will be any portability. And the reason for that is Apple's paying Google to effectively, yeah, white label the model, leverage Gemini in the next version of Apple intelligence. And they're just gonna be focused on integrating it w…”
Nov 22, 2025 neutral
Coogan: Apple's Privacy Focus Left It Ill-Equipped for AI vs. Google and Meta
“Apple has been building a brand around We don't access your data. We don't store your data. We would never train on your data. And that put them in an awkward position where they couldn't just snap their fingers and deliver a great AI experience. Whereas Googl…”
Nov 25, 2025 neutral
Dec 3, 2025 bearish
Hays: Siri's Gemini integration is an underrated threat to OpenAI
“It's an underrated threat for OpenAI. There's a lot of queries that all hit open ChatGBT on mobile. That are not even, like, super economic, but it's just a lot of my usage around, like, hey, just trying to learn about something or research a product, et ceter…”
Dec 16, 2025 negative
Dec 16, 2025 bullish
Dec 16, 2025 negative
Dec 17, 2025 negative
Jan 9, 2026 neutral
Coogan: Banks Rejected Apple's Unprofitable Card Terms Before Goldman Sachs Accepted
“The whole reason why they jumped at the opportunity to work with Apple, and they kind of bent over backwards because Apple had tried this with, they'd went to a whole bunch of other banks, remember going back to Capital One and every bank had said like, now, a…”
Jan 9, 2026 neutral
Jan 9, 2026 neutral
Jan 9, 2026 neutral
Coogan: Apple Card Launched With a Credit Score Requirement Around 600
“Apple, when they launched the original card, they actually set the credit score requirement fairly low. And even though it launched in 2019, It felt like a holdover from the Jobs era, that Jobs philosophy of even though we're Apple, even though it's, it feels,…”
Jan 14, 2026 neutral
Jan 14, 2026 bullish
Jan 14, 2026 neutral
Jan 14, 2026 negative
Jan 14, 2026 bearish
Coogan: Apple will lag in AI health if response is delayed
“It's very clear that if Apple or Chachapiti Health is rolling out, it's going to take time for people to ramp up, start integrating things, start using it, but if that behavior develops, and it's another two, three years until Apple responds, like, yeah, they …”
Jan 14, 2026 bullish
Coogan: AI providers will eventually pay Apple to route search queries
“Now my real hot take is that I think it's going to flip at some point. And I think Google or someone else is going to pay Apple To route LLM queries to them, because with the universal commerce protocol, agentic commerce protocol with ads and LLM responses, th…”
Jan 14, 2026 neutral
Jan 14, 2026 negative
Coogan: Siri needs a standalone app because chat interfaces are dominant
“I think that Siri will need an app. I think that the LLM chat interface is so dominant at this point that everyone has the experience of Going back and forth asynchronously, like it's chatting to a helpful assistant, like you're texting with a friend.”
Jan 14, 2026 neutral
Jan 14, 2026 positive
Jan 14, 2026 positive
Jan 14, 2026 bearish
Jan 16, 2026 bullish
Thinking Machines could exit for $30B to $60B within two years
“Thinking machines could probably exit somewhere at between 30 and 60 today. Who has that money? I don't know. Maybe NVIDIA buys them or something. At least at some point over the next two years. I think the most likely acquirers would probably be Microsoft, Ap…”
Jan 23, 2026 neutral
Apple Reportedly Rebuilding Siri as OS-Integrated Chatbot 'Campos'
“Apple plans to revamp Siri later this year by turning the digital assistant into the company's first artificial intelligence chatbot, thrusting the iPhone maker into a generative AI race dominated by OpenAI on Google. The chatbot, codenamed Kempos, will be emb…”
Jan 28, 2026 positive
Jan 30, 2026 positive
Coogan: Audio interfaces and latency matter more for Apple wearables than biometrics
“The real opportunity is something more around audio interfaces, link it to Siri, have more ways to triangulate what the person's trying to say, what they're saying in a noisy environment, whether they're trying to be quiet and you still want to isolate what th…”
Jan 30, 2026
Feb 5, 2026
Feb 6, 2026 neutral
Feb 10, 2026 negative
Coogan: Abstract Super Bowl ads are too risky for AI labs
“You know, I think Apple, Google, like the really established brands do have the permission to sort of go higher higher abstraction. And just sort of do, like, these brand films. For the AI labs who are trying to push a particular product, it's, it feels like a…”
Feb 20, 2026 neutral
Mar 14, 2026 negative
Mar 16, 2026 bullish
Mar 19, 2026 bullish
Mar 19, 2026 neutral
Apr 1, 2026 bullish
Cue: 30% of Formula 1 Viewers Use Multiview on Apple
“We've done three races so far. The ratings are way above what they've ever been in the U.S., and, ah, so, and we're just getting started, but things like Multiview, 30% of the people watching F-one races, ah, are watching with Multiview, so they can get differ…”
Apr 1, 2026 positive
Cue: Tim Cook and Steve Jobs share an unmatched work ethic
“When people ask me what's the difference between Tim and Steve, the reality is that's not the right question. The question is what's the same things between Tim and Steve. And you know, their work ethic, they worked harder than anybody. They were completely fo…”
Apr 1, 2026 positive
Apr 1, 2026 positive
Eddy Cue: Windows iTunes brought non-Apple users into Apple's ecosystem
“Not only did we do it for the Mac, but we also did it for Windows. And so it opened Apple to a We have a whole new ecosystem of customers that had never used our products before, but were using iTunes and iPod for the first time.”
Apr 1, 2026
Cue: Apple sold one million iTunes songs in its first six days
“And I asked them, you know, what's, what's success for you guys in, in this business? And they said, well, if you could sell, you know, a million songs in, in a month, any time in the first six months that's success for us. So I came back, I said, okay, that's…”
Apr 7, 2026 positive
Coatue's analysis of iPod semiconductors led to its early Apple investment
“And pretty soon if you started in semis at the time, all the roads led to one company and that was in Cupertino and it was Apple. Why? Well, because the iPod was starting to really gain traction, and an iPod was a semiconductor product, it had NAM flash, it ha…”
Apr 7, 2026 neutral
Coatue correctly predicted early iPhone sales but mistakenly modeled declining prices
“When I look back at our old Apple model, I actually think we did a pretty good job on units. Where we were way off is we had the price of the phone declining five to 10% a year, because that's what every consumer electronics product did. And in fact, the ARPU …”
Apr 16, 2026 neutral
Apr 16, 2026 positive
Apr 22, 2026 neutral
Gurman: Jeff Williams Would Have Been CEO if Cook Left Earlier
“You look at the guy who would have been CEO if Tim Cook didn't stay so long. I'm not saying he shouldn't have stayed so long. He's done, obviously, a fantastic job for shareholders and employees and what have you, would have been Jeff Williams.”
Apr 22, 2026 negative
Apr 22, 2026 bullish
May 15, 2026 bearish
Coogan: Apple Is 1 to 2 Years Behind in Knowledge Retrieval AI
“Apple is like the most far behind. They still have a ChatGPT integration. They're solving the Gemini thing. And there may be like a year or two behind in terms of like the knowledge retrieval use case that is in so in such high demand.”
May 15, 2026 neutral
May 15, 2026 neutral
Coogan: Apple Paid $261,000 EPA Penalty Over Santa Clara Fab Violations
“EPA says the Apple facility on Scott Boulevard, so maybe that's your next trip, Tyler. You're going over to where is it? It's in Santa Clara. In Santa Clara. On Scott Boulevard in Santa Clara, generated hazardous waste and had RCRA violations in 2023 to 24, wh…”
May 21, 2026 neutral
Hays: Apple will build proprietary smart glasses rather than partner for eyewear
“My expectation, my uninformed
expectation is that Apple will just make Apple glasses, right?
They will probably, I, it's hard to see them taking the route at least early on of partnering and allowing another company to influence the design language”
Jun 2, 2026 neutral
Jul 13, 2026 neutral
Jul 13, 2026 neutral
Jul 13, 2026 neutral
Jul 29, 2026 neutral
Jul 30, 2026 bearish
Shkreli: Big Tech FOMOed into AI capex as hard as Leopold Aschenbrenner
“You had the hyperscalers and the big companies, they FOMO'd too. They FOMO'd just as hard as Leopold did, right? If not harder. So this isn't just him. It's the whole world collectively saying, fuck, I gotta go all in in AI. And it's, and who had the guts, you…”
Sep 2, 2026 negative
Sep 2, 2026 positive
Iovine: Steve Jobs's cross-disciplinary nature remains in Apple's DNA
“Because, what was so great about, what is so great about Apple, because it's still in their DNA, is they had Steve Jobs. He was the ultimate cross-disciplinary human being. That was his, in his DNA, where tech meets liberal arts.”
Sep 2, 2026 negative
Iovine: Apple and other major corporations suffer from severely siloed communication
“So, when we went to Apple, it was that on steroids for us, you know, they're a great company, the best company, you know, but we found that at every company we went to, that everything was very siloed, and communication Understanding was siloed. Not some, not …”
Sep 2, 2026
Sep 10, 2026 positive
John Coogan says the foldable iPhone Duo display crease does not matter
“That is not enough of a crease. Do you matter at all? Especially if this is a mode where your
using two apps.
You don't care about the middle at all.
I have seen guys on football days off four TVs next to each other with full bezels.
Like you can see the line…”
Sep 10, 2026 negative
Coogan: The foldable iPhone Duo aspect ratio degrades widescreen video playback
“The aspect ratio is kind of weird for modern content because we have films, which are widescreen and YouTube videos, which are 16 by nine, and those will show black bars at the top and the bottom, or you could zoom in and then you're cropping the sides.
Not a …”
Sep 10, 2026 bullish
Hays: Apple's iPhone Duo will sell well despite $2000-$3000 price
“I think this is going to sell like hotcakes. I think people are ready to spend, it's going to be like two grand, maybe three grand when you max it out. I think The Apple buyer, the Apple fanboy is ready for something that actually is a flex beyond like a sligh…”
Sep 10, 2026 positive