Apple TV

part of Apple includes Apple TV (App)

5 statements across 4 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 26, 2025 by Jordi Hays · said 39 times in 21 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (18), Jordi Hays (9), Ben Thompson (2), Sean Frank (1)

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001.37.52.515202420252026episodesmentions per episode
2026 11 mentions in 7 episodes 2 per episode
2025 26 mentions in 12 episodes 2 per episode
2024 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Apple TV, oldest first

Jul 26, 2025 neutral
Opinion
Hays: Netflix passed on F1 because fans already subscribe
“And I think Netflix had done the analysis and realized that all of the potential viewers of F one were basically already subscribed to Netflix. And so it didn't, it was a more difficult kind of equation to make work than someone like an Apple TV potentially th…”
Jordi Hays Jul 26, 2025 ▶ 56:59 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Jul 26, 2025 negative
Opinion
Coogan: Exclusive streaming deal risks stalling Formula 1 viewership growth
“The risk for F-one is that the series, which has massive, massive growth is going to conscript its, conscript itself to the streaming backwaters, says Ben Thompson just so it can make a few more bucks in the meantime. So, that, that's the risk, is that F-one g…”
John Coogan Jul 26, 2025 ▶ 1:06:19 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Aug 9, 2025 neutral
Insight
Coogan: Hollywood, Like Venture Capital, Requires Embracing Massive Flops
“The nature of the, of Hollywood is like venture capital. Like it is a hits driven business. If you don't accept that you're going to have massive flops and egg on your face and embarrassing moments, you will not make it.”
John Coogan Aug 9, 2025 ▶ 38:56 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Jan 24, 2026 bullish
Assertion Supported
Hays: Substack is launching dedicated TV apps on Apple and Google platforms
“According to Max, they're launching Substack TV app on Apple TV and Google TV. Users will be able to watch video posts and Substack live streams.”
Jordi Hays Jan 24, 2026 ▶ 28:46 China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
Jul 21, 2026
Insight
Coogan: Better Product Experiences Defeated Piracy, Not Government Bans
“Like, the solution to piracy was not really to ban piracy. Like, you can still torrent things, but it's just so easy to use Apple TV and Spotify and Netflix that most people just wind up just paying five dollars, two dollars for a song, or 10 dollars a month f…”
John Coogan Jul 21, 2026 ▶ 8:43 U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
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