Apple, every mention

396 scenes (2025), the whole family · ← back to Apple

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every year 2025 anyone John Coogan 890Jordi Hays 265Mark Gurman 54Jimmy Iovine 27Marc Andreessen 15Eddy Cue 13Ben Thompson 13Turner Novak 12Thomas Laffont 8Brian Chesky 8

Verbatim, from the transcripts: the passages where Apple comes up

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OpenAI Sets Sights on $750 BILLION Valuation Dec 19, 2025 · 5 mentions

  • ▶ 25:13 unnamed speaker More importantly, this Chinese streamer cut the Apple Vision Pro's weight in half.
  • ▶ 31:00 unnamed speaker Apple was required to open up the iOS, uh, iOS to competing stores today. 4 times in the scene

Amazon Bets $10B on OpenAI | News Reaction Dec 18, 2025 · 3 mentions

  • ▶ 5:28 unnamed speaker They don't have car play. 2 times in the scene
  • ▶ 6:02 unnamed speaker So Apple's trying to do this, because I've noticed this in my car.

Ford PULLS BACK EV Investment Dec 17, 2025 · 3 mentions

  • ▶ 4:48 John Coogan One more example, uh, that I mentioned earlier, early storytellers in Silicon Valley, Guy Kawasaki, uh, he was, he was one of Apple's employees, originally responsible for marketing their Macintosh computer line in 1984. 2 times in the scene
  • ▶ 14:27 Jordi Hays I would argue that Apple, who's historically been an amazing storyteller, is not currently an incredible storyteller because Tim Cook is, like, 11 out of 10 operationally

OpenAI ENDS Vesting Cliff Dec 16, 2025 · 26 mentions

  • ▶ 0:06 John Coogan Basically, the Ninth Circuit struck down, you know, Apple trying to do something else in the Apple tax battle with Epic Games, so a quick, quick refresher on this. 22 times in the scene
  • ▶ 11:11 John Coogan He said, each quarter we report, ah, for our services category, which includes revenue from iTunes, the App Store, Apple Care, iCloud, Apple Pay, licensing, and some other items.
  • ▶ 14:32 John Coogan And then we've had this other bucket, which is like iTunes, App Store, Apple Care, iCloud, Apple Pay, licensing, just a bunch of other stuff.
  • ▶ 15:52 John Coogan Going forward, the growth story of Apple has been someone else innovates, someone else creates an app and we'll take 30% and we don't need to do the innovate, the innovation that doesn't need to happen here. 2 times in the scene

GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN Dec 13, 2025 · 1 mention

  • ▶ 5:49 unnamed speaker I wonder if that means the Apple TV app or the Disney plus app on the phone, on an iPad, on a phone, it feels a little bit more natural just in terms of the star Wars property.

Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN Dec 12, 2025 · 1 mention

Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN Dec 11, 2025 · 1 mention

  • ▶ 19:55 Jordi Hays Like if you want to compete in search, knowledge retrieval, even, even agentic commerce, you can take models off the shelf in, in the same way that, in the same way that Apple's doing.

Paramount Strikes Back, Ads In Gemini, Bieber’s Apple Beef | Diet TBPN Dec 9, 2025 · 12 mentions

  • ▶ 16:16 unnamed speaker Apple is, uh, changing of the guard. 10 times in the scene
  • ▶ 18:55 unnamed speaker The designer of the Apple Watch just released a new, uh, watch himself. 2 times in the scene

Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN Dec 6, 2025 · 21 mentions

  • ▶ 6:08 unnamed speaker Hollywood is competing with Silicon Valley, Apple, Amazon, Google Meta, preserving some notion of competition in and between legacy Hollywood, risk winning a battle and losing a war the old media companies need to, uh, more of the right… 2 times in the scene
  • ▶ 6:59 unnamed speaker There are still people that just go to Apple, uh, you know, Apple TV and just buy a movie.
  • ▶ 13:54 unnamed speaker The rebuttal has to be, okay, so you're saying that you need to do something special, you need to do something creative, you need to do some weird deal with some other people, put something together, but Apple can just work with Google. 7 times in the scene
  • ▶ 14:37 unnamed speaker The Wall Street Journal is saying that Apple departures point to challenges for iPhone's dominance, and I'm, I think it's too early to call the iPhone challenged. 8 times in the scene
  • ▶ 21:37 unnamed speaker The remaining, remaining Apple leadership team. 3 times in the scene

The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN Dec 3, 2025 · 9 mentions

  • ▶ 23:18 John Coogan Facebook where the suppliers completely commoditized, just your friend on Facebook to, uh, to Microsoft and Apple where the suppliers are somewhat more controlled.
  • ▶ 25:32 John Coogan Apple AI chief John Giandrea is leaving the company. 7 times in the scene
  • ▶ 29:53 John Coogan Leave us five stars on Apple Podcasts.

ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN Dec 2, 2025 · 2 mentions

  • ▶ 4:42 unnamed speaker Previously, uh, the world's largest company in November of twenty-twenty-two was Apple, and at the time, they had a sizable lead over Microsoft, Amazon, and Google. 2 times in the scene

Elon Musk & Tesla's Real Problem | Doug DeMuro Live on TBPN Nov 26, 2025 · 7 mentions

  • ▶ 17:30 unnamed speaker Maybe a week or so ago that Tesla is going to be integrating car play. 7 times in the scene

Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN Nov 25, 2025 · 11 mentions

  • ▶ 10:21 John Coogan Uh, OpenAI's hardware division, says Mark Gurman, uh, built around Johnny Ives's secretive startup, has ramped up the hiring of Apple engineers. 10 times in the scene
  • ▶ 11:23 John Coogan Uh, camera engineering, iPhone hardware, Mac hardware, silicon device testing, and reliability industrial design, manufacturing, audio smartwatches, Vision Pro development software.

The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN Nov 22, 2025 · 4 mentions

  • ▶ 6:02 unnamed speaker Um, and I think this, you could say, is, um, Apple intelligence.
  • ▶ 6:45 John Coogan Like, Apple has been building a brand around 3 times in the scene

Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN Nov 19, 2025 · 9 mentions

  • ▶ 1:41 John Coogan And we were debating this, like in general, I think that all the Apple intelligence features will get better with Gemini three. 3 times in the scene
  • ▶ 1:54 John Coogan Apple will be able to implement that all over the place and they just won't have to worry about like, do we have a good foundation model to build on? 6 times in the scene

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN Nov 18, 2025 · 17 mentions

  • ▶ 7:35 unnamed speaker Was fired from Apple. 2 times in the scene
  • ▶ 8:18 unnamed speaker Apple launched a sock. 7 times in the scene
  • ▶ 10:39 unnamed speaker So the Financial Times has this article that says, uh, Apple intensifies succession planning for CEO Tim Cook. 4 times in the scene
  • ▶ 11:27 unnamed speaker Apple intelligence. 2 times in the scene
  • ▶ 13:05 unnamed speaker I think there's some Apple in there.
  • ▶ 21:34 unnamed speaker Still crazy to me that Steve jobs slash Apple invented the word podcast.

Ex Mr. Beast Manager Explains The Creator Economy Nov 18, 2025 · 2 mentions

  • ▶ 9:26 unnamed speaker And it's like, of course, Apple's keynote will be streamed on Apple TVs.
  • ▶ 9:26 unnamed speaker And it's like, of course, Apple's keynote will be streamed on Apple TVs.

Blue Origin Lands Rocket, Valve Drops Steam Machine, Cantor Group Surges | Diet TBPN Nov 15, 2025 · 1 mention

Wednesday’s Diet TBPN Nov 13, 2025 · 1 mention

  • ▶ 25:52 unnamed speaker There was a, um, Apple research paper that came out, like, I don't know, six months ago.

Jared Isaacman Back In The Cockpit at NASA | Diet TBPN Nov 6, 2025 · 2 mentions

  • ▶ 16:00 unnamed speaker Here's a list of domains that X has excluded from using the new in app link viewer on iOS for, and it's apple.com wayfair.com.
  • ▶ 19:35 unnamed speaker But they do think Apple is going to look, look smart for sitting this one out.

Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More Nov 4, 2025 · 98 mentions

  • ▶ 0:00 Mark Gurman They're full steam ahead on smart glasses. 3 times in the scene
  • ▶ 0:42 unnamed speaker A little bit back in time, just to set the table, like, how did you land on Apple? 6 times in the scene
  • ▶ 2:40 unnamed speaker Uh, how do you think you're perceived by the folks at Apple? 7 times in the scene
  • ▶ 6:16 Mark Gurman It's the Apple Clear case. 6 times in the scene
  • ▶ 6:28 Mark Gurman Launched this terrible AI service, Apple Intelligence, that didn't really work well.
  • ▶ 8:16 Mark Gurman You see, Apple, because of their large numbers, have reinvented what a significant market is. 6 times in the scene
  • ▶ 12:33 unnamed speaker Uh, we had this framework for, uh, Apple's, uh, strategy right now, which is do nothing win with regard to the AI race. 10 times in the scene
  • ▶ 12:42 unnamed speaker People have said, like, yes, they lost, and you mentioned it with Apple Intelligence, and I agree with you. 2 times in the scene
  • ▶ 15:32 Mark Gurman Apple is paying, uh, Google. 7 times in the scene
  • ▶ 18:19 Mark Gurman So Apple, let's talk about what is the new Siri. 5 times in the scene
  • ▶ 20:05 unnamed speaker Do you think there's any world where Apple wants to monetize commerce off of this assistant? 4 times in the scene
  • ▶ 22:30 unnamed speaker How, uh, what, what's your, been your read on Apple's kind of M&A strategy? 10 times in the scene
  • ▶ 23:58 Mark Gurman Oh, they would just integrate their Apple ads in perplexity.
  • ▶ 25:18 Mark Gurman Well, the Apple Vision Pro, have you guys used one? 7 times in the scene
  • ▶ 26:19 Mark Gurman Apple is limited by a combination of price, uh, as well as people just not wanting to use that form factor. 4 times in the scene
  • ▶ 27:20 Mark Gurman And I think it'll be early enough in 27 where there's a possibility, they haven't decided yet, there's a possibility they'll be able to announce it before the end of next year. 7 times in the scene
  • ▶ 28:51 Mark Gurman Um, and, and the bet is that the Apple brand is stronger than the Ray brand, uh, Ray-Ban brand, and I would guess the Apple brand is stronger, and if you had to choose between Ray-Ban glasses and Apple glasses, especially with the context… 2 times in the scene
  • ▶ 30:37 Mark Gurman The trick for meta is beating Apple by a year on something that's a bit lighter and better displays and what have you.
  • ▶ 31:56 unnamed speaker I was a bit surprised to see that, given that, um, I haven't seen a pair of specs, you know, out in the wild, like, in years, and, ah, if I'm an investor kind of looking at this category, and you can, you can get exposure to smart glasses… 2 times in the scene
  • ▶ 33:08 unnamed speaker It seems like all the focus is on camera glasses at Meta, and then Apple may be pivoting away from Apple Vision Pro, and then Google's really focused on the
  • ▶ 33:08 unnamed speaker It seems like all the focus is on camera glasses at Meta, and then Apple may be pivoting away from Apple Vision Pro, and then Google's really focused on the 2 times in the scene
  • ▶ 34:32 unnamed speaker I know we're over time, but, uh, do you think Apple thinks about OpenAI and their hardware ambitions a lot? 4 times in the scene

Google's First $100B Quarter Reactions | Diet TBPN Oct 31, 2025 · 7 mentions

  • ▶ 14:54 unnamed speaker 13 years ago, he was apparently fired from Apple after the disastrous launch of Apple Maps. 3 times in the scene
  • ▶ 14:54 unnamed speaker 13 years ago, he was apparently fired from Apple after the disastrous launch of Apple Maps. 4 times in the scene

Sequoia Capital Partner Shaun Maguire Live on TBPN Oct 30, 2025 · 1 mention

Brian Chesky Live on TBPN Oct 22, 2025 · 4 mentions

  • ▶ 9:56 Brian Chesky That's kind of similar to, um, Apple in this early days where we are one app, one brand, and we're a functional organization and we have one customer, right?
  • ▶ 19:46 Brian Chesky And there's a reason that when Apple created that 2 times in the scene
  • ▶ 34:56 Brian Chesky And I, I, I thought when Apple rose, that would lead to the creation of all these designers as founders and designers being elevated in Silicon Valley.

OpenAI Drops A Web Browser? Our Reactions | Diet TBPN Oct 22, 2025 · 5 mentions

Palmer Luckey Live on TBPN Oct 21, 2025 · 4 mentions

  • ▶ 35:22 unnamed speaker And from my experience with the Apple vision pro, the screen's getting better and better. 2 times in the scene
  • ▶ 37:51 Palmer Luckey I don't, I don't work at Apple. 2 times in the scene

GameStop CEO Ryan Cohen live on TBPN Oct 21, 2025 · 3 mentions

  • ▶ 13:43 Ryan Cohen I mean, when I think about wearables, the Apple Watch is a good product.
  • ▶ 14:27 unnamed speaker Apple does have the Apple store network.
  • ▶ 14:27 unnamed speaker Apple does have the Apple store network.

Google Makes MAJOR Cancer Research Breakthrough | Diet TBPN Oct 17, 2025 · 4 mentions

  • ▶ 11:48 unnamed speaker Apple ads, when they get, like, oh, Spike Jones is directing it, and you're like, he does movies.
  • ▶ 18:13 unnamed speaker Meta, Tesla, Amazon, Apple, Walmart, Google,
  • ▶ 21:57 unnamed speaker Isn't Apple or XAI.
  • ▶ 22:10 unnamed speaker Leave us five stars on Apple Podcasts and Spotify, and we will see you tomorrow.

George Hotz Goes OFF | Tweet Reactions Oct 16, 2025 · 14 mentions

  • ▶ 4:13 unnamed speaker You get the sense that OpenAI has wanted to be thought of as the apple of AI, 2 times in the scene
  • ▶ 9:40 unnamed speaker Apple just upgraded the Vision Pro with the M five chip and dual net band. 3 times in the scene
  • ▶ 9:40 unnamed speaker Apple just upgraded the Vision Pro with the M five chip and dual net band. 3 times in the scene
  • ▶ 9:40 unnamed speaker Apple just upgraded the Vision Pro with the M five chip and dual net band. 6 times in the scene

How Josh Kushner Became The Most Powerful VC in New York Oct 15, 2025 · 1 mention

  • ▶ 4:12 unnamed speaker Some people just have innately wonderful taste and intuition, uh, said Johnny Ive, Apple's legendary former chief design officer who's now working with OpenAI on a hardware device.

Mark Zuckerberg, James Cameron, Andrew Yang and More - TBPN Top 5 Sep 20, 2025 · 4 mentions

Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption Sep 13, 2025 · 20 mentions

  • ▶ 32:59 Raph Garcia I mean, I grew up reading and studying Apple.
  • ▶ 38:52 Peter Tuchman Buy a couple shares of Apple, and then maybe, you know, he could invest in his future, besides the amazing futures got set up.
  • ▶ 45:49 unnamed speaker We need to dive into the Apple and the iPhone announcement briefly. 6 times in the scene
  • ▶ 45:56 unnamed speaker Um, but the, the post that stuck out to me, there were a few about the design, but the big one was that the iPhone, 17 pro now has more graphics power than an M two MacBook air.
  • ▶ 46:09 unnamed speaker I don't know if the, this might be the M three or M four version, but I've clocked you as an air guy.
  • ▶ 46:09 unnamed speaker I don't know if the, this might be the M three or M four version, but I've clocked you as an air guy. 2 times in the scene
  • ▶ 49:07 unnamed speaker So the Apple, a series of chips,
  • ▶ 54:25 unnamed speaker Apple intelligence, you know, through that API, um, just the ability to actually distill something that's like GPT four level and have it be free, not even an API call that you need, not even cheap on a per token basis, um, but actually… 4 times in the scene
  • ▶ 54:25 unnamed speaker Apple intelligence, you know, through that API, um, just the ability to actually distill something that's like GPT four level and have it be free, not even an API call that you need, not even cheap on a per token basis, um, but actually… 3 times in the scene
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