Apple Intelligence

part of Apple

8 statements across 7 episodes · 1 bullish · 5 bearish · 5 people on the record · first statement Nov 3, 2024 by John Coogan · said 76 times in 36 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (35), Jordi Hays (7), Sam Lessin (2), Mark Gurman (1), Ben Thompson (1)

tap a year for its mentions
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2026 20 mentions in 12 episodes 2 per episode
2025 52 mentions in 23 episodes 2 per episode
2024 4 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Apple Intelligence, oldest first

Nov 3, 2024 bullish
Prediction Not checkable as stated
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”
John Coogan Nov 3, 2024 ▶ 54:38 The Secret Billionaire Party (ep6)
Feb 8, 2025 negative
Opinion
Hays: Apple Intelligence shipped prematurely and required significantly more consumer testing
“So really seemingly a product that, that should have not been widely, you know, shipped and just needed quite a bit more testing.”
Jordi Hays Feb 8, 2025 ▶ 2:24 Is APPLE Headed Downhill? (Investor Breakdown)
Feb 8, 2025 neutral
Assertion Supported
Coogan: European iPhone sales outpaced US growth despite lacking Apple Intelligence
“In fact, Europe outgrew the U S in iPhone sales and they don't have Apple intelligence at all with the exception of the UK for a couple of weeks in December.”
John Coogan Feb 8, 2025 ▶ 7:40 Is APPLE Headed Downhill? (Investor Breakdown)
Mar 12, 2025 negative
Opinion
Lessin: Apple Intelligence text summaries are comically bad
“At the same time, you know, I don't know if you guys get the Apple intelligence summaries or texts, but they're like comically bad.”
Sam Lessin Mar 12, 2025 ▶ 11:03 Sam Lessin on Meta, Artificial Intelligence, and Investing in Creators.
Jul 12, 2025 bearish
Opinion
Thompson: Apple will have to pay foundational AI model makers
“I was very optimistic about Apple's Apple Intelligence announcement last year, and the theoretical power it would give them over the model makers, and now I'm ready, actually no, they're gonna have to pay up.”
Ben Thompson Jul 12, 2025 ▶ 1:52:46 Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
Nov 4, 2025 negative
Opinion
Gurman: Apple's initial Apple Intelligence rollout was a terrible service
“Launched this terrible AI service, Apple Intelligence, that didn't really work well. And what they found out is that it didn't resonate with customers as much as prior iPhones.”
Mark Gurman Nov 4, 2025 ▶ 6:28 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Nov 19, 2025 negative
Prediction Open · timeframe Nov 2028
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…”
Jordi Hays Nov 19, 2025 ▶ 3:33 Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Jan 14, 2026 neutral
Prediction Not checkable as stated
Coogan: Apple will bar third-party AI agents from iOS local APIs
“They have their walled garden. The walls are staying up. They're not letting Claude Cowork go around your iOS installation and hook into all your different local APIs. That's the domain of Apple intelligence.”
John Coogan Jan 14, 2026 ▶ 13:40 Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN
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