Apple, every mention

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

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

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▶ 1:19:05 Ruchir Sharma But of course, Apple came out of it later and Amazon, you know, fell by 90%.
▶ 2:01:04 Nikhil Kamath Not in the structure of a joint venture, because nobody can buy five percent of Apple or 10% of Apple, but do minority investments. 2 times in the scene

▶ 33:13 Sam Altman On your phone and you made a lot of dollars doing that, but it wasn't sticky because eventually Apple just added that into the operating system where it belonged.

▶ 1:11:40 Nikesh Arora In that time, Google was a small company, and Apple was still a big company, and speak to Larry, Larry, look at the model.

▶ 3:50 Carl Pei oh my God, like if Apple thinks about every little detail like this, 3 times in the scene
▶ 8:21 Rahul Sharma The, the Apple of China that time.
▶ 59:52 Carl Pei So if you look at Apple's strategy now, they feel like they're bleeding too much margin to their suppliers. 10 times in the scene
▶ 1:01:32 Carl Pei They get the latest technology from TSMC for Apple Silicon.
▶ 1:01:41 Carl Pei It's deployed on the Apple Watch already.
▶ 1:29:02 Amit Khatri And then it is all one 50 dollar plus majority Apple, one percent market share, and then.
▶ 1:32:26 Amit Khatri They are saying we are happy making Apple bosses of the universe.
▶ 1:39:08 Nikhil Kamath But can't Apple watch do that? 2 times in the scene
▶ 1:44:20 Carl Pei They're going to work for Apple or Samsung or like a brand, right? 2 times in the scene
▶ 1:52:28 Amit Khatri Like Apple is doing it now. 4 times in the scene
▶ 1:53:36 Carl Pei If you look at recent news around Apple, they announced Apple Intelligence at WWDC, and still today, almost a year later, there's, there's nothing.
▶ 2:03:44 Nikhil Kamath Apple phones are made in the US.
▶ 2:31:25 Amit Khatri They are what they are playing or Apple.
▶ 2:36:35 Nikhil Kamath I've always been thinking that at some point an Apple watch can start doing that.
▶ 2:37:12 Amit Khatri Apple is a hundred percent working on it, but Apple will only come when it becomes a really solid mainstream proven because it's health. 3 times in the scene

▶ 14:07 Bill Gates He was good at picking engineers, and so Apple, uh, you know, really distinguished itself, but it wasn't, it wasn't an act.
▶ 32:53 Bill Gates For non-Apple phones, it's basically all Android.

▶ 31:51 Aravind Srinivas Uh, that was the whole, you know, Apple one, Apple two, IBM.
▶ 31:51 Aravind Srinivas Uh, that was the whole, you know, Apple one, Apple two, IBM.
▶ 1:35:46 Aravind Srinivas Um, and it's, we're going more towards the Apple podcast, Spotify.

▶ 2:07:51 Nithin Kamath Uh, the, the thing, I think the biggest owners of data, health data will be Apple and Samsung because of watch. 2 times in the scene
▶ 2:07:51 Nithin Kamath Uh, the, the thing, I think the biggest owners of data, health data will be Apple and Samsung because of watch.
▶ 2:32:13 Nikhil Kamath Including Apple and Nvidia. 3 times in the scene
▶ 2:32:28 Nithin Kamath Apple going to China saying, I want to make Apple watches. 5 times in the scene

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