stale — 34 unprocessed events
Apple was taking a strategic approach to build an app store business and support developers. observed
Five evidence lanes (activity, capital, infra, hiring, ecosystem) as within-cohort percentiles, combined with evidence-breadth weights over the 60-company baseline cohort. The ± band widens with missing lanes — it measures what the score stands on. Scores publish at 2+ evidence lanes; this company's tape carries 1 (100 signals/60d), so no number is claimed.
↗ Strongest signal: funding_magnitude (30% of the score).
The skeptic's read what this company has said, judged against what happened
Unproven ≠ false — it means the deadline or the evidence hasn't arrived. Nothing here is editorial: every count is a ledger row you can open on the Proof page.
Cross-source signals that survived the scoring gauntlet or were hand-curated. ✓ verified = bound to an exact transcript passage with a voiceprint-confirmed speaker.
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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.
I think with all Apple, with new Apple products, and this is like, this is a new product category, to be honest, I need to put it in my hands. And typically, the second version is the one to get.
It depends on, like, I've got to see what it feels like because I had the same position about an iPad. I was like, I don't think this is different enough for my laptop. And then once you started using it, you're like, it is kind of different.
I travel with all three. Phone, tablet, and computer. Right. Phone, tablet, laptop. That's the suite of devices. I don't need a fourth niche in there. I don't think.
It's absurd. It's $2,000 to $3,000 for this device. Yeah, that's crazy. Ridiculous.
does having the two screens provide so much value that you open it as opposed to just using the top level screen before you open it, the front-facing screen.
This doesn't really use the two screen particularly well. That's a bad example. Meh.
I give that like a two of 10. Maybe that's interesting on a plane if you're watching a movie but then you don't get the full use of the screen. I find this whole thing lame.
the all new dedicated Siri app brings together rich conversations across a user's Apple product. So I guess this is their chat GPT.
If Siri becomes an open source LLM and everything on my phone that's powered by AI is using a local model, that could be very interesting to me.
Apple took an existing product category that was very popular for a very long time and they reinvented it.
Apple has launched the $1,999 iPhone Duo. Cheaper models are reportedly being pushed to spring 2027.
There's no doubt in my mind that within two, three years, Apple is going to get 70, 80% as good as dictation tools like will avoids and other ones, AI dictation tools. And the reason is because it's going to be better built into your device, but it's only going to be 70, 80% as good because there's a level that we do that's more pro.
Remember I was very critical of Tim Cook for a long period of time. Stock went up. He bought back all the stock, bought back half the equity in the company, I understand, like $100 billion, $200 billion in buyback. They never really came out with a killer product post the Steve Jobs roadmap. So, you know, right about that, no product ever emerged. Wrong about the stock price because it went.
i'm actually surprised at the degree to which the fang companies you know google and facebook and uh netflix and apple and others uh how non-aggressive they've actually been in terms of acquisitions
to spend it you know they built a four billion dollar campus or something and they can't put a debt in it like that campus is the ultimate luxury like completely unnecessary to spend that much money
if you look at apple's revenue in the last few months i think they generated over 100 billion dollars in revenue you know that's an immense portion of just us gdp if you think about it it's bonkers
And I think, you know, they need credit for catching up on Android. I mean, you know, Apple, when the iPhone came out, I played with it for a minute and went online and bought Apple stock. I mean, to me, it was such a game changer in the fact that Google could come back and that Android is a...
Yeah, I think it's BS, to be honest with you.
Yes, sir. Yeah, I mean, I've heard 12 and 13 hours, and I've experienced about that myself, so it's pretty impressive. But Jobs said the reason why he didn't put Flash on Apple devices is because it'll chew the battery down, and it'll dramatically reduce the battery life. I would assume not just of Apple devices, it's a flaw inherent in Flash. That's what he says.
I mean, it's not insurmountable, but they've done very well with what they have made.
Perhaps with a tablet, it's more like, because of the Android marketplace, things like apps, like, I mean, I think that the bar has been set very high by Apple.
I think a lot of people are also lazy because, I mean, you have all these Android devices, or you can just go with the iPhone, and there's a really clear upgrade path for the iPhone. I think that's probably part of why.
The iPod touch second-generation uses what's called a S5L 8720, and the 3GS uses an S5L 8920. So these are obviously very closely related chips, but they're different in very nitpicky ways.
The rest of the ports are going to be harder because none of the other iPhones and iPods use the S5L 8900.
The first-generation iPod touch and iPhone and iPhone 3G all uses what's called a Samson S5L 8900.
all of them use the same, what's called a system-on-a-chip that's manufactured by Samson.
the iPhone and the iPhone 3G and iPod touch are nearly identical in the hardware bits. The iPhone 3G only had a newer multi-touch interface and a newer sound codec.
And then he showed iTunes with podcasting, and my podcast was what he demoed.
And, of course, what we wound up with is an iTunes button. Yeah. Right? And so some commercial entity owns it.
Apple in the Cloud launch date as early as June, they're saying. Let's see if we're going to hold them to that. Why it's exciting, Apple does everything in a big way. We all know that. Jobs has the money and the means behind him. They have the muscle to push music into the cloud. Once this happens, they may introduce their subscription service. And of course, social networking would be a key component. I think Apple can be like the paver of ways for many different music services.
Robin Hart is saying Spotify is an iTunes killer.
I think Apple and Amazon did great. Facebook did horrible. And Google is somewhere in between those other parties.
you have somebody like apple who's just so good at it that they're going to own the category
So they optimize the M2 and M3 chips to last forever, the battery and last forever. And it's optimized for browser and video. It's like pretty slick.
Remember when Apple kind of got off the Intel, uh, you know, train, they just, Steve Jobs realized, like, we're a computing company and we're giving these folks $300 per laptop for their chips, $500 per desktop for chips. What if we made it ourselves? What if we made it ourselves? We took that margin. And when you buy an Apple computer, the M2, the M3, that's like a massive competitive advantage they have. They're, they designed that chip based on what they studied in our laptops. And what they
Not only did they say open AI, they called them the industry leader. They gave them their flowers and they said powered by chat GPT and powered by the specific 4.0 model.
that I think Apple's in a very unique place to thread the needle on. This means the app economy becomes even more important. The app economy becomes even more important because this is the modality is going to be apps and it's going to be watching the app do the action. So this is extraordinary.
United app, they've watched us use the Open Table app, they've watched us use Uber, they've watched us use DoorDash, they know all the swipes and all those hooks. This is going to be one of these cases
What it's also going to do this is my second point is it's going to take Siri from being like a single task doer to more of an agent, able to do and thread
Okay, so that's my first point is that this is going to dramatically push us towards speech and away from touch.
Nah, they make their money from hardware and services. They got it locked up.
Yeah, this is really going to be powerful. And I think what we're seeing here is a massive moment for computing.
Some of the most important innovations, Apple. I mean, Israelis are working on the M1 and M2 chips.
Apple does support chapters. They, they have forever in the, uh, M4A format. And they recently had an MP3 chapter support, which is what Forecast generates.
Apple has been the directory of choice. And Apple still has the largest app to consume podcasts. But they have really been fairly benevolent in their ruling of podcasts. They've really taken a very light hand to it and have really embraced and empowered the open ecosystem as much as they really could. So this one company having this massive share hasn't really been a problem for us.
if iPhones in China did not have WeChat on it, Apple's market share would go to zero. Apple gets 15% to 20% of their entire revenue across the entire company from China.
I think you are dramatically underestimating the lock-in effects that Apple has on their ecosystem.
Except they do, like where they had Eddie Q gave Amazon a better deal. And then, now they're in court.
And that is for somebody who uses all Apple equipment.
So it is highly contextual and it's not available in a lot of circumstances.
So even in that context, it is a lot of money. But to give you an example, if you're on a MacBook and you go to apple.com and you log in with your Apple ID and you buy an Apple cable, you can't use Apple Pay if you're using Google Chrome, like 77% of everyone else on the Internet.
And if they're on that iPhone and they're buying something, then they can use Apple Pay. Now, you know, 70% of e-commerce is done through a browser on the web. And if you're using your iPhone on the Safari browser, then you can use Apple Pay if the website's integrated it. And if your bank, you know, has an agreement with Apple to let their cards be used in Apple Pay and pay Apple a fee.
Yeah. So look, I think of Apple Pay as our number one competitor. I also think it's a great product. And as do you, obviously, and I use Apple Pay a lot. The reality is that Apple Pay is highly contextual. So if you're, you know, 50% of everyone in this country has an iPhone. And so they, you know, have typically have Apple Pay enabled.
one of the things that I believe somebody at Apple said to me early on when joining the company was that when Apple ships a new product, it's like Christmas. People are so excited to open the surprise. And then somebody looked at me and was just like, so, you don't want to ruin Christmas, do you? And so, when everybody's thinking that way, you know, they're just super excited to keep things a secret and enjoy the process of ultimately figure out what is the absolute coolest, most amazing thing w
So I, before I was founder and CEO of caffeine, I was the founder and CEO of an app search company called chump, C H O M P. And that's the company that Apple acquired.
because anything they do Apple and Google, and everybody else are going to be able to compete against.
And obviously, Apple is going to be vindictive because these people left to create a competitor to Apple. So there's going to be just based on my experience in life, a massive vendetta from Tim Cook, Eddie Q and the Apple team to destroy this company.
Apple's coming out with reportedly AR
this is why we see Apple spin up an entire privacy marketing division and all these like privacy that's iPhone ads. It's a result of this new consumer trend where consumers really, really want to, uh, work with.
Apple has so much power in the industry that they are making their own chips. Now with smartphones, this was, there were obvious reasons for this. And they had such great insight into where the world was going. And they had so, so much resources that they went from buying Intel chips for their computers or buying other people's chips to making their own. Now, when you do that, you have this massive advantage. You become not reliant on other people.
I thought Apple would just solve it. I was like, Oh, great. Here we go. Apple Photos. And now we're all set. We're going to be done. I, frankly, couldn't even figure out Apple Photos. I found it actually quite confusing. And then it turns out half my family's on Android. And it was kind of a mess.
And this is where my head was like, they're charging you $1,200 for a phone, but they took out the charger? Because there's already 2 billion on the planet? And they took out the headphones because they want you to buy the $300 ones? I mean, and then they're explaining to us that it's a smaller footprint, and the box is smaller because they took stuff out? It's so ridiculous. But this is in your best interest and better for the planet. Okay, I get you, Apple. They're screwing us. I see what you
The reason why people love Apple, everyone touches their product.
Well, I certainly looked at Apple a number of times during, you know, its life, you know, even after it got crushed after the internet bubble, and, you know, still had a chance when Steve Jobs came back, and, you know, there are a lot of stories of people who did buy it then, and, you know, what that turned into, and, obviously, they didn't even have the iPhone at the time, and everything else, but you, you could bet on the jockey, and, you know, there was the opportunity there, so, that's a big
it's been a great partnership. I mean, it was obviously a capital investment, but we've already done a bunch of stuff where they're helping some of our companies that have apps and app store. Uh, you know, how do you kind of improve it? How do you get more better growth, better ratings? Um, we're helping them on their side. They launch a platform for people of color who want to become coders.
Apple doesn't do anything in venture capital. They've never done this. Um, based on what I know, they may have done it secretly, but I've never seen them be an LP in a venture fund.
Yeah, it's really hard to get dating apps approved. We got declined when we first submitted to the App Store because we were a dating app.
No, the company that actually stops new dating apps is Apple.
The incredible new iMac that completely reinvents one of the world's most iconic computers and the new iPad Pro with the M1 chip, which is an absolute powerhouse.
magic keyboard is still 300 bucks, which is almost half the price of the iPad itself. I mean, Apple, you are a trip. Only Apple could do something as just absolutely loathsome and insane as charge $300 for a keyboard that they it's got to cost them no more than 25 bucks to build that thing.
This M1 chip, not made by Intel, not made by AMD, this is their chip. And it's now in every device. This is really spectacular. It's going to be in the iPad Pro, which is my, as an investor, any VC or seed fund or angel fund, you know, they have to have a $400 floating keyboard and the latest iPad Pro. So I will be upgrading to this immediately.
We're also introducing Apple Podcasts subscriptions, which enables you to unlock new content, as well as additional benefits like ad-free listening, early access, and much more. So now you can help your favorite podcasters build their business and fuel their creativity. Apple Podcasts subscriptions launches in 170 regions and countries next month.
The most important one, as far as I'm concerned, is this Apple podcast redesign.
it was a really exciting, exciting keynote today, and there's a lot to get into.
On May 10th Business Insider reported that Apple had hired Facebook's ads PM Antonio Garcia Martinez, who is very outspoken, highly intelligent, very funny, and they helped him to lead their growth ambitions in the advertising space.
apple and google coddled employees uh for decades and you know she's she's pretty objective about this saying listen you know don't be afraid to yell at the ceo or tell us what you think and they gave everybody kombucha and snacks and bring your whole self to work and all this uh stuff but it turns out that might have been a really bad strategy and or disingenuous um because you give employees all this empowerment um and then all of a sudden they have power in the slack room or on a message boar
if a company believes that building something like the iPhone or VR AR goggles that Apple is clearly working on, or the iPad or AirPods or whatever device, if they believe that that needs to happen in person in order for it to be great, or they just decide, um, they want to have a culture where people work in person. So be it.
it's a no brainer for Facebook to try to hit Apple.
they're moving Siri and all that processing to your phone. So the audio is never going to leave your phone or iPad.
this is all going to start to be native inside the app and inside of browsers.
There's a privacy dashboard now in iOS 15 to make it easier to see which apps are collecting your data and when and this is a continuation of this Apple app tracking transparency feature, which they rolled out in 14.5 for iOS, you're going to be able to monitor who's using your data and how and how often it's accessed and they also edit email privacy.
this is the beginning of, you know, headwinds for Facebook and Google, that I think will hit Facebook more acutely because Facebook uses a psychographic and all these data points to do ads, whereas Google you type something into a search box.
these things are going to become the standard in Apple products. And they're going to be unbelievable.
if you just look at what Apple's done, their recent moves in privacy are nothing short of inspiring, outstanding, and just extraordinary.
Tim Cook, Facebook's awesome vision to make you confirm your privacy. And they're making that their rallying cry is brilliant. And it is going to demolish companies like Google and Facebook, I think in the arena, I think this is going to have a material impact. And I think that governments are going to look at what Apple's doing and say, you know, Google, you know, Facebook, you are talking about how it's impossible to do these kind of things. And it's too arduous. Well, Apple's doing it and mak
Part of Facebook CEO Mark Zuckerberg plan to build more consumer devices that circumvent Apple and Google. So the war with Apple is real. The war with Google is real.
the average revenue per user, which we call our poo in the business of iPhone users was three and a half times that of Android in 2015. So if Android, which is run by Google, obviously, is going to allow tracking because Google is also in the Android bit in the advertising business and Facebook and Facebook is not allowed and Google is not allowed to track users as well on iPhones, basically, you're losing the most coveted, elitist, high margin customers. So that's why people are pretty scared a
Apple's market cap today is twice as much. And they had 137 billion in iPhone revenue alone, and maybe 25 billion or so in all their services revenue if my numbers are correct
Despite the big day and the antitrust wind Facebook's ad business still faces massive headwinds from Apple. As you know, Apple is not letting them track devices anymore, and is pitching themselves as the anti Facebook and your privacy is all stored on your local device.
i think that's going to be a trigger for this antitrust regulators and there's a very easy way to solve it just allow people to click on a button to allow third-party app stores and then you can say we're not going to support your phone if you allow other rogue apps on here so don't come to us for customer support if you're using your iphone and you start loading apps from some chinese app store or some russian app store has stolen apps in it like that it will become the wild west the second you
apple they did not invent the mp3 player they did not invent the smartphone they did not invent the tablet nor did they invent wireless headphones all those products were in the market long before apple entered those markets steve jobs was just a complete visionary in terms of product design and simplicity and making things at the right time
i think that reflects apple accepting the prevailing wisdom that everyone is just fine having tech companies scan their files as long as it's helping police but that's not the country we actually live in anymore
are likely not using an iphone they're probably using some very you know secure version of the tour network which is kind of another problem
i do think directionally apple is correct in what they're doing and i do think anybody who's nervous about their privacy is also correct
rolling out quote a system for checking photos for child abuse imagery on a country-by-country basis depending on local laws according to reuters this means apple is joining facebook microsoft and google
we're watching Apple, uh, they're going full auteur.
In November, we're going to get the two and a half hour theatrical Napoleon cut. It is going to go on Apple TV plus probably December.
So this is great. I mean, I, I love the fact that the director's cut is baked in. We're baking in the director's cut. That is a power move. Yeah. The superpower move.
They haven't announced a release date yet, but probably December, but that they're getting the four hour director's cut. They're going to get both versions. So you will be able to watch the theatrical cut on Apple, but Ridley Scott's also making a four hour director's cut that will be exclusive to TV plus that's genius. So now you get people seeing it twice.
I love their strategy here. I think their strategy is fascinating.
if you're Apple, if you're net, especially if you're Netflix, if you're Amazon, it benefits you if those movie theaters go away.
now I think 250 with killer, killers of the flower moon probably costs.
And I definitely think that if he was making a more conventional studio movie, he'd have to probably think about those margins more than he does.
I think if he wasn't working with a prestige player, like Netflix or Apple, he might have to make more concessions in terms of the budget.
And so those, they're going to make some of the content free for everybody. And then some of it behind the paywall.
There's a big, maybe apple's going to jump in in 2025 and grab those F one rights.
Cause it has non ad non mana begging for money games, which is great for a parent. Also news is kind of nice to have on the margins and music is delightful to have.
Arcade is a good one. Yeah.
Apple's revenue, um, is in 2022 was five times greater than the revenue of the entire film industry. Apple revenue last year, $394 billion total global film industry, revenue, global, global with a G 77 billion Apple generated 394 billion in revenue on about a hundred billion in profits.
Apple's doing this strategy where they're, they're opening the films theatrically for a few weeks.
but what's changed? Why am I not throwing them away? And it's a today, all these things connect to my iPhone. So my iPhone, like kind of turned them into being like valuable, but in healthcare, we haven't done that yet.
after a while, if you're going to be totally candid, right? And so I think what you find is that this notion like, oh, but the young people adopt tech. I mean, not really, dude. Like, you know, everybody's grandparents have iPhones at this point, you know, it's like, so yeah, it's kind of for everyone.
apple i think is four days a week now or four days a week in the year there might be three or four right now
apple released uh like a version of a model called ferret and put it into you know hugging face
i trust apple the most i guess would be the best way to put it you know you end up with a homogenization kind of problem where if i want to hack you and you're an apple guy i can go out and buy a zero day that doesn't just allow me to hack your apple phone it allows me to hack every apple phone in the world because they're all the same yeah right everything's universal and so you end up with this because you're in the majority everyone's going to always have access to that right like being able
there was you know this uh um highly sophisticated ios tool chain that that just came out where they were hacking iphones and and there was no way of knowing that you were compromised
Oh yeah, they do. They've said this, not plain, but they've said that they are monitoring. I message for, um, you know, inappropriate photos.
So, uh, kudos to Apple doing sensitive content warnings.
given what I've seen, the amount of controls that Apple has and allow is very, very limited. Like once your kid has an Apple device, it's the wild, wild west, or it can be totally locked down, but then you can't use the phone for anything.
the Apple's UI doesn't really allow you to do it in any kind of significant way that's usable.
This is why Apple should have launched a TV.
it used to be they made like the the maybe four or five generations ago in india but now they move the 14 or 15 i think is now being made there so it's super fascinating
big factories there samsung apple lots of these major companies have huge factories and especially around hanoi uh north vietnam
apple's never going to make the iphone in india and sure enough apple's making the iphone in india and they're making more recent versions of it from what i understand
where it's like a small tuck in apple doesn't do big acquisitions the biggest one was beats probably like if you're doing tuck-ins anyway just come on i think the founder of that company like spent his
in the case of iMessage, you know, they sell phones by locking you into the, uh, platform WhatsApp. No, one's really sure how they make money.
You know, I don't think Apple's being particularly reasonable here. I think it's like a giant mistake for them to, to do this.
There's no reason if you buy a piece of hardware, like an iPhone that you shouldn't have the right to pick your browser, pick your goddamn media player. And if you want to use a different app store, or if you want to buy books, you know, eBooks from Amazon, instead of apple books, like you paid. I mean, I, this last phone was like $1,400. It's bonkers. I bought this phone, Eric, the controller was like, did you buy another laptop? And I was like, no, like, so we just got an $1,800 charge from ap
Yeah, and for people who aren't following it, the Justice Department, according to the New York Times and other folks is in the late stages of according from the New York Times here of an investigation to Apple and could file sweeping antitrust case taking aim at the company's strategies to protect the dominance of the iPhone. As soon as the first half of this year said three people with knowledge of the matter, and I think iMessage is, you know, here are one of those components. Yeah, specifica
And they even came out with a public statement. Um, a couple of days after explaining or trying to use the argument that they, it was something around protecting users, security and privacy by blocking, you know, third party. Yeah. Services from sending I messages, which to me felt like. Double speak like 1984 double speak where they were actually making the experience worse for iPhone customers by blocking people, many.
So Apple took action to block beeper mini users from being able to send and receive I messages.
So you have an iPhone, you send a message to an Android user before Beeper Mini, it was unencrypted. It was a green bubble. It was a pretty crappy experience.
in order for us to make that useful with open ai we'd have to go and upload all our photos to open ai we're never going to do that right
this is the thing about you know the big um companies right they can add a feature and a billion people use it and they have and they have all your data this comes back to it remember data yes training in this case your photos well they have the training data but they have your data so that you don't have to do anything
i love apple kind of sliding that in and testing it out
i'm going to give them a b plus for this new sneaky feature people yeah i like it
i think they're figuring it out like i mean the next ios release is going to be fire
i think apple is very very subtly figuring this out
Or if they do, they shut that down immediately, get rid of the website, scrub as much information as possible.
They are known for making what they call tuck-in acquisitions at Apple.
They pay Apple, what? 20, 30 billion a year to be the default there, which is what got them in trouble is doing those kinds of deals.
the fbi requested apple's help to unlock two iphones and then there was san bernardino you pointed out i think that was 2015 according to my notes um and apple refused and said hey you know if we do a backdoor for this it's gonna be a backdoor for everything so either
as apple pointed out in the wake of the san bernardino case building an insecure system to allow for third-party entrance even if it's via secure backdoor just for the fbi creates an insecure system and therefore you either have encryption or you don't
and then knowing that you don't always want to talk to it there's a a spot on the bottom of your keyboard if you double click it it will pull up your keyboard glowing with siri and you can have a text exchange with siri essentially it turns itself into chat gpt
another kind of interesting aspect of this is when you talk to siri it puts a glowing bar around your whole iphone which makes it feel alive you know it's almost like a little bit of a synthesizer where it kind of glows as you talk
i love read review now when you do reader view in safari you have summarize you click summarize and you'll get essentially a three-sentence summary of the story
the writing assistant tool very good and so here i was i think in our docket um we write a nice little docket here and when i say we i mean alex and so i could highlight this section here and writing tools comes up as one of your choices so i highlighted the section we did on amazon's riff that you wrote and then it could proofread it rewrite it make it friendly make it professional in other words like you know maybe 20 percent of what grammarly already does right
so it's just interesting to see a lot of the features that were in products like superhuman uh gmail uh grammarly uh notion around writing all of a sudden appear on the operating system level
there should be a button that says donate that goes to our stripe page and let you donate with or whatever we choose to use patreon stripe and we we program that we don't have to go through apple subscriptions through spotify subscriptions through you know youtube subscriptions and let them take 20 30 absurd
all of the platforms are ad companies even apple apple has a 20 plus billion dollar a year advertising business just from selling the tool the search to google yeah google's paying for the right to be the search engine there because of their advertising revenue so apple is not getting it directly in that case but they're getting it from google and they have advertising in their app store and so um that they're all in the advertising business
i think it's been effective in making the ad monopolies stronger um when you have first party data within facebook they can do things that other ad networks and competitors couldn't do so i think actually it's shifted more of the ad spend into those systems
we see what happens when apple controls your phone and they don't let you use your own browser which they block for a long time they won't let you use your own app store it just resign results in in capture
talking to siri you know this ios 18 ai apple intelligence is like talking to a toddler
you bring up siri and gemini once these are baked into all of those billions of devices are is anyone going to be able to to compete with that and that's probably you know like one of these real questions in the next sort of couple of years because you've played with it the new series like stuff it's so rudimentary it's nothing compared to what open ai is doing
i come back to the idea that there's you know there's the apples and googles of the world which have inherent advantages with their devices in a billion pockets already
I actually don't want to go to F1 in person. I do want to experience this because the, being able to switch between the first person perspectives to me and watching it on a, the full track, that makes sense.
what I think this, this, this prototype that now became a thing called laps with a Z, uh, for the vision pro is so cool because it'll highlight so much more information. So it's not just showing us what we had before in a slightly remixed fashion, it's expanding the aperture, more data, more information, and therefore more enjoyment. And that's why it does feel like something a little bit new and different.
made something that's made me want to go out and buy a vision pro right away. But this did, I, I mean, honestly, I think I just lost $3,500. Screw you.
every single experience that I had seen was just using this to look at like rounded rectangles floating in space. And. You know, like that's like it, there is something cool about putting on the headset and having as many monitor views as you could imagine or whatnot, but like you can buy a lot of monitors with $3,500, right? Like there's, uh, there's gotta be more that you can do.
Yeah. So, I mean, the Vision Pro to us, it's like clear as day. This is an incredible
i think apple needs to get more entry-level computing products in the market so i think that's a way for them to just sweep up more users and tip over into you know a significant amount of desktops from windows um and lower price entry points for college kids for families um it's just such a good idea
i do think this could be um apple's best product over the last couple years
they start at 599 which makes it i think the cheapest way to get into mac os now and you can put it on any monitor so yeah you know that's i think one of the magical things about this is dell makes much better monitors than apple makes at a much better value you can buy a 50 inch dell for the same price as a 27 inch apple monitor and the dell one's much better in my experience
supposedly this five inch i think it's five inch by five inch by two inch is now the most powerful mac you can buy that is insane to me and so impressive
so i guess the way that i'm going to approach this jason after going through my settings today and tinkering with it is that for all my messaging apps i'm just going to have apple intelligence turned off period but i don't actually care if apple intelligence knows what i use in google maps because it might help me get places faster so i think that's where i'm willing to give up a little bit of my privacy ethos if you will for convenience but if you're going to use signal which is as you said ind
apple has made such a push though about being the privacy first provider for mobile operating systems and hardware for so long that they should have pretty good consumer trust here but i don't think that's enough to make us feel good
so to your point this comes down to do you trust apple and their approach to ai i would not trust as but one example google i wouldn't trust because i think they've used data before to kind of market ads so i would be very concerned with google because of what happened with incognito mode as well sure where people at google used to joke like incognito mode is not incognito um and then i wouldn't trust open ai um as well because i think they're kind of cutthroat reputation wise but i might actual
i think the media has been very positive about apple's work here but i don't think that general media privacy educational awareness is particularly high and so i think apple's getting a lot of credit from the media for saying hey we're going to take a look at this we're going to be serious about it i don't think that's convinced the actual privacy advocates
going through privacy-minded forums talking to people about this my impression is that apple's setup is the gold standard for this type of technology
a lot of people think that apple has offered a reasonable set of privacy guidelines for their use of ai which is on-screen learning and so forth they're on-device learning but people are still very concerned that some ai processing if you will some of this learning that apple intelligence wants to do will be done off device
i think the concern that people had here is that apple was turning this on automatically for signal if you turned on apple intelligence and i think that's a mistake from a design perspective
And this is happening in AirPods right now. I told you the story of these AirPods fours have a game changing feature of all game changing features. It says notification from Alex, from Slack production room, read it. And I go like this and I nod. And when I'm on my hike around the ranch in the morning, when you post the docket for today, I nod and I, it gets read to me, this is fascinating. I don't have to take my phone out of my pocket and I'm getting informed and I'm still doing my hike.
the cost of the batteries he's putting in there are really cheap because of electric vehicles and Tesla, Tesla's vehicles and electric batteries in there are very cheap because of iPhone batteries hitting scale. And iPhone batteries are very cheap because, uh, previous to those laptop batteries got better and better.
the dma which is a new legislation in europe actually forces apple to give users a browser choice
does that mean that google cannot pay apple for the traffic well that would be interesting because then the market cap of google would go up by 500 billion right because 23 billion times multiple and apple's market cap would go down so the perpetrator gets up that doesn't make sense so they will continue to to pay apple i believe roughly the same amount of money but they will also have to pay brave the same amount of money but they cannot request exclusivity which means that apple will have to d
that's why it was so critical for them to give tens of billions of dollars a year to apple to secure those high-end customers apple customers are the highest end customers because they can afford a 1200 phone so the default search there is worth more because remember google search monetizes through advertising whoever owns the apple user base gets the mercedes the tesla ad searches whoever owns the android users well yeah they get a lot of global users but they're going to get the toyota no offe
And so Apple might be time for another act now that the Division Pro has yet to catalyze revenue growth.
However, more recently, iPhone sales, much like smartphone sales around the world, have slowed, you might even say stagnated.
we're planning on having all the podcasts be free at first but uh zing me an email with what you've got in mind and we're open to anything
Why don't you do what Spotify does? Why don't you do what Apple does? Which is pay content creators for using their content.
I'm more excited about like small game developers who can now generate so much more money from their application. The vibe coder who's building their first app and will now keep all the money that, well, maybe all the money that they make.
this is all being done because of Epic Games, the makers of Fortnite... Tim Sweeney... This guy is like a hardcore mofo. I love this guy. He's like, I'm going to take on Apple and I'm going to do it for five or ten years.
So the other option would be to force Apple to allow other app stores. I think that might have happened in Europe. That might have been part of one of the European settlements that they're going to have to have.
to me, it's the little guy that wins here at the expense of all of our 401ks because everyone holds Apple stock.
the difference here between the Apple situation, the Steam situation, and just, I would actually say the supermarket example, because if I want to go to Whole Foods, I can also go to Trader Joe's or any place by car will take me. But on Apple's iOS platform, I only really have one option. You have no choice.
You have everybody in the world making apps. It's so easy to make an app so you have this really long line around the corner. There needs to be like the equivalent of clear. You do need to provide value
Google Play has the same rate as Apple? You would think in a competitive market that there would be some Google would say I'm going to give 15% and maybe get more app developers to launch better versions over there.
one of the problems with a monopoly or a duopoly which is really what the app stores are, it's a duopoly and the duopoly magically apps
I would have a preferred partner program that gets you marketing and top level distribution for 30% cut and then I would have the standard cut be 10.
you gotta take 30% out of the 70. We're actually making $49 when people go through the app store and we're acquiring people for 50. So we're losing a dollar every time somebody buys the app.
Apple has an argument to get paid some amount for being a digital retailer. They will handle promoting your app in the app store. They'll handle, you know, making sure that all the apps in the app store have been checked for viruses and malware and that they hit a certain standard... there are valid reasons for Apple to get a cut of revenue through the app store for maintaining a great app store.
my thesis is that now any company that distributes via the iOS app store, which is a lot of startups, is now inherently more valuable. So to me, this is a very bullish moment for startups because you can now build and sell on mobile phones to the most valuable customers, iOS compared to Android, and not have your face ripped off by Cupertino.
the judge went pretty hard here saying that they hid the truth and that VP of finance, Alex Roman, outright lied under oath. Like this judge is mad about what Apple did.
Apple has too much control over what gets put on your iPhone. They consider that a feature. Most of us consider it a nuisance. Like, I should be able to load what I want on my phone.
paying a 30% tax to Apple is, really does break a lot of businesses in the consumer subscription space or in the subscription space, music subscriptions, video game subscriptions. This is too high of a tax and people have to rat around it.
they famously were going to release a television i had heard that that was like a fait accompli that they were going to release it and then they never did for whatever reason they just released the box for apple tv
it's an earned reputation from a lot of them really just great work
the johnny ive era of apple is famous for a reason
mean i'd say it's 80 of the value of the of apple is the iphone right it's got to be 90 of the profits
what's the value of the iphone today for apple it's it's like what oh i mean it is it is the company
just given how far apple has dropped the ball on hardware ai integration compared to just for example this week google and android
I just don't think it's conducive to a high-performance business climate if we're constantly having to dodge the yes. And I think we should just say that out loud once in a while
Tim Cook does need to make a visit to Mar-a-Lago.
So because Cook didn't go on an unrelated trip that the president took with other tech people, his business model is now under threat.
The audience for this is Tim Cook. He wants another favor. He wants Tim Cook to come kiss the ring again.
there are low millions of people was the number I heard, two, three million people who actually work on the iPhone product line factories. So you're going to need to find three million people.
Apple stock is down a couple of points today, which might be indicative of some investor concern
This is not happening. This is just a Friday afternoon tweet, spicy tweet from Trump. Ignore it. It's not happening. There will not be a 25% tariff on Apple. But Tim Cook will come and make some sort of gesture.
This is ridiculous. It's unrealistic. They're not going to move the entire supply chain to America. It's an impossible task to do that in any kind of realistic timeframe.
Apple's done what is the smart thing. They donated to the inauguration fund. They announced more investments in the U.S. They tried to get ahead of Trump, if you will.
We've talked a lot on the show about Apple moving manufacturing out of China, Jason, into India, into places like Vietnam, part of the China plus one, China plus two strategy. That's a lot of work. Apple, just after years of effort, is now producing its top-end phones in India. The chance that they can move that production to the U.S. is very slim.
We knew long going into this, that Apple has snipped around perplexity before that meta has sniffed around perplexity. And so I think this is a perfectly fine thing to bet on. I'm just surprised that it hasn't moved more in the wake of the Grammarly superhuman deal, because I think we're seeing more AI first products by one another. And I think that that same pressure probably implies that Apple really does need to buy an AI champion. So I almost want to say this looks a little bit under voted,
every major new category since I make these comments which we'll talk about Friday seems to have been a whiff
my point was the stock can go on a rip because he's a bean counter and sure it's going to be a good bet on the stock but it's not going to be a good long-term bet technologically if the person running the show is a bean counter
they got to get rid of Tim Cook because Apple cannot come out with innovative products under Tim Cook. I want to get that call and we'll talk about that on Friday and maybe a little mini victory for me. It's done great in getting an extra $3 out of every iPhone, every iteration.
Apple should have done their TV there was a rumor 15 years ago that I talked about... Apple I had heard from some people
now it's Apple's making the content and it's the Amazon TV that you watch it on they screwed up so bad
every time I buy a new machine it lasts longer and longer it's better and better and cheaper and cheaper for the compute power
the Mac Mini M4 I've praised to the cows come home and just an incredible incredible device
the product like Siri is not that great
We should be on our way to consumer-facing AR apps... They're working with Snapchat. They're not working with Apple.
They have released a new one and haven't talked about it, which if you're going to commit to AR and VR, at least take three swings at the bat.
I'd forgotten that product existed. You hear about it so seldomly. I think they forgot.
The stock is up a lot under Tim Cook. That's because they're extracting so much money from their loyal fans. The margin on this is $150. Don't forget, they have a huge buyback.
On the innovation front, I completely agree with them. It's something I've said before. Apple, since the passing of Steve Jobs, but to be fair, he's a once-in-a-generation, maybe somebody like an Elon Musk that you're going to see.
Dan's going to buy back into the stock if they buy Tesla, if they buy Peloton, if they buy Spotify, and they start putting that $200 billion to work.
The major problem is they believe that any company that innovates out there is not as good as theirs. They need to watch what Zuckerberg did with Instagram and WhatsApp and what Google did with Android and with Instagram.
You've got to fire Tim Cook. It's a disaster. I mean, I think they haven't done anything innovative since this device, which is magical. The iPods are amazing... I think it's time for him to pass the baton because Steve Jobs passed away. The phone has been in decline since. There's no reason to upgrade your phone.
the Apple Watch was kind of underwhelming. It's not essential. The Vision Pro
Tim Apple is doing a spectacular job. He showed up for the inauguration. And then he's the guy who has the most at stake when it comes to tariffs. And what did he do? He came to the White House and said, how much do you want me to invest in America?
It's disappointing. That's how I feel. I feel disappointed. When we got the iPad, when we got the iPhone, you were looking forward to a lifetime of exciting Apple products. You were going to, every five years, there was going to be some new, amazing innovation. And it has not been realized, that vision.
And once we got through the pipeline of whatever Steve Jobs had thought of, there was nothing bold left. And I said on CNBC, I think there's a case for Tim Cook, you know, leaving.
Maybe you should buy a self-driving company. And they've invested in $10 or so. And so they're investing hundreds of millions of dollars as well.
when talking about the $700 billion in buybacks that Apple has done of, well, is that the best use of that capital?
you can only block these things for so long and you can only act corrupt and biased for so long before a big player with a deep pocket like Epic Games or XAI will come in and say, enough
iOS will keep it closed until they're forced by the government to open things up
Super anti-competitive. No, it's super anti-competitive.
In June of 2024, Apple and OpenAI announced a deal. Apple would integrate ChatGPT into iOS. This deal is exclusive. Apple has not integrated with any other generative AI chatbots, including XAI's Grok. XAI has asked Apple to integrate Grok with iOS, but Grok has not been allowed to do so.
Apple obviously has the majority of phones now in the United States. It used to be Android had the majority because they were cheaper.
I think it will be one of these situations where, like Epic Games, it takes a long time to go through the courts, but Apple will lose this one if it goes to bat.
Apple has far too much power in the app store. And it is limiting consumer choice and consumers' prices going down.
it's also Apple spent billions on Titan and gave up.
Imagine if you took that bit of the phone, Jason, just slopped it onto the earpiece. Absolutely. Voila. Uh, I'd buy one day one.
making things smaller, faster, and cheaper means they will be putting what we just saw into TV monitors, Apple TVs, watches, and eventually glasses. So this whole process of manufacturing tiny components that do everything and that have good battery life is all leading up to a pair of Apple glasses.
What I think they're doing there is a proof of concept... Now take that and put it into the side of a thick pair of Ray bands... That's what we're looking at here.
I don't think actually anybody wants this. Honestly, I don't really, I don't think it matters to anybody, whether it's half the thickness of your current phone or 50% less, because you still have that big chunky camera and everybody likes to have the big chunky camera capable of great photos.
Apple didn't just invest $10 billion into that project for no reason. They believe that AR VR is going to be a platform that works obviously XR, which is a combination of these things.
Apple to have a pair of AR glasses for consumers comes down to price, Jason. These are 800 bucks from Meta and up for the bracelet and glasses.
I think they'll have that out or announced and show it within 18 months.
I think Apple will show a competing product, not available for purchase, but a competing product to this, which is what I'll say is glasses that connect to your phone, not a big rig.
I think iMessage is the one that is the key, which is why Apple is doing the Vision Pro. And I think Apple will have a competing product out.
I found the watch kind of a dud for me. I just want my heart rate. I want to like record my workouts. I want to record my sleep. But the sleep app and the exercise apps and all that stuff on Apple, I think are mid. You know, they're not great. And then they sort of push you to other apps. So it's not like an integrated.
I found out that Apple, my Apple Watch has that. So if you double tap your fingers together, you can answer a call.
So the question is, will Apple give up?
what has apple done they booted out antonio garcia martinez because of a passage in his book that they knew about and ever since then the company's been roiled by boycotts and petition writing from the employees about some new cause every couple of weeks and eventually that'll show up in the operating results of the business it's just a matter of time
apple has severe you know headwinds with respect to inflation pressures um and margins and supply chain issues
the biden just said we are going to do a ban and we are going to uh sanction companies that do business in that region so apple and and tesla i think there will be increased pressure on all companies that are engaging in china over human rights
The price keeps marching higher.
I always thought I, this is a very weird thing about Apple, you know, like for them to do content always seemed like strange to me because they're not willing to do the content that a lot of people would want, which is adult fare, FX, HBO, Sopranos, Game of Thrones just wouldn't work on their platform because they're unwilling to show sex or violence to that level, right?
The only one who cares about margin on hardware is Apple, so you're up against three giants who don't care about money and Roku does the same thing.
memory is something that, you know, historically has typically been accessible in notebooks, increasingly is not accessible as soldered down, especially from Apple
I think at Apple, a lot of it is, you know, the supremacy of industrial design and this idea that the Apple product that arrived on your doorstep is, you know, perfect form, and you should never attempt to, you know, adjust it or open it or modify in any way that it's, it's done. It's Apple's. It's not yours. Don't touch it. ... And so, you know, across the industry as a whole, we have notebooks that where the expectation is basically that everything's soldered down, you can't replace any part o
you watch what Apple's doing and they were very proud of the new iMacs, which, you know, I buy my mom a new one every three, four or five years. And the old one goes right in the garbage. You know, they won't take them back anymore. They won't even take them back. I think they take them back to recycle them, but they won't even give you a 20 bucks for them. And it's such a waste of like, the monitors are perfectly good. The keyboard is perfectly good. The ports are perfectly good. What sucks is
a majority of the revenue that Apple has is from things like phones or iPads and computers
Well, Apple is saying, yeah, you can't do that anymore. We're not going to let you track people on their phones.
But having it on the phone and having the hardware work towards protecting your privacy is a major, major step in all of our privacy being protected.
Apple is now created a private relay. And it's in beta. And the iPad is part of this. So what it does basically is you will not be tracked when you're using Safari.
When Facebook does Facebook login, they're doing it to track you around the web. That's why they're doing Facebook Connect login. They want to track you, get data on you, and then sell it. When Apple does it, right, Apple login is not so Apple can get data on you because they don't monetize your data. What they do with your data is nothing. They store it on your phone and they will not let anybody have it.
Apple enforced that on people. If you want to have your app in the app store, you have to offer Apple login. And so Apple login is becoming a thing.
Apple, which is just absolutely world-class at taking complicated features and making them simple, is doing that.
Apple is pitting themselves as the anti-Facebook and the anti-Google. That is Apple's selling point, and you know what? People are buying it.
Apple wants to charge you an arm and a leg for your iPhone and take a massive profit.
Does this mean they're going to actually compete? In cars? Yeah, I'm not so sure. I'm not so sure that that's a market where they're going to actually have great success. It's a lot harder than people think. But I think people said that with mobile phones to an Apple just made PC. So I would never underestimate Apple, they seem to work on things for you know, a decade. And when they do release them, they tend to be pretty darn good. Sometimes it takes them five or six versions. I will say the Ap
I think that's what we're seeing here is Apple is really getting much better at cloud, and much, much better at building software, Apple Maps was a disaster. It was when it was released, you can type in Apple Maps launch, and you can find all the things that were wrong in it. And now you're starting to see they're taking it seriously.
people gave Apple a really hard time about software, and how poorly they made their apps and their software. And actually, I think they and previously how poorly they did cloud. And any kind of cloud based service, like remember mobile me how terrible that was compared to iCloud, iCloud is actually pretty great now. And so is their services business, whether it's Apple Music, delightful product with a lot of nuance in it.
in December of 2020, Bloomberg reported that Apple shifted the leadership team in their self driving car unit, which is called Titan, giving the reins over to top AI executive john john Andrea.
Apple is super secretive, when they do mention a project, and they expand and give reasons or they give this sort of color or texture, as he does here about autonomous systems, that means they've got it going on when they say, Hey, we're going to pull the string on augmented or pull the string on, you know, TV and see where it leads us. Yeah, that means they were going to launch Apple TV, both content and the product. So we know that this is going to be a big deal.
very clear that their million plus cars are on the road, some number of them have self driving, whether it's been paid for turned on or not. And that makes it amazing for them to refine it. In fact, back in 2017, Tim Cook confirmed Apple was working on autonomous software and systems, we know that we're focused on autonomous systems, it's a core technology is a quote, that we view as very important, we sort of see it as the mother of all AI projects is probably one of the most difficult AI proje
And if you have an iPhone, and you've got your family on it, when my daughters want to load an app, it asks my wife and I to approve it. And this is a wonderful feature by Apple. And it makes me feel great about Apple as a company, I would never put my children on Android devices, or Zuckerberg's products, specifically, because I don't think he's thinking about the safety of my child. Or my family. I think he's specifically thinking about the money he can make for his children and his family. I
I think what this is all about is Apple is going to get rid of the port. I think there'll be no USB C port on Apple devices. I think they're going to go with and I know this is going to be hard for data. But for charging, maybe they'll just have a MagSafe type thing where the MagSafe will also do data. So I bet you there's some USB C MagSafe wireless connectivity solution coming. And then maybe in 24 months when you buy a phone, they took the microphone jack out. So we don't have headphones anym
Obviously, Apple has been moving away from them. iPads have been using USB C for a while.
This mandate obviously is going to impact Apple the most since their iPhone still use lightning connections.
It does take a little bit of courage to say, we were wrong. We're going to give you your ports back. We were wrong about the keyboard. We were wrong about the touch bar. We're just going to give you what you want.
Your customers would also like a tower where they can change everything and change the memory in the MacBook Pro and they would also like more monitors.
congratulations to Apple on listening to their customers and giving their customers what they want.
So I'm definitely going to buy it. I'm definitely going to buy the maximum one, not with storage and memory, but I'll buy the 16-inch and see how it goes. And I'll let you know what I think. I'm going to order it probably today. And I'll do the 32 gigs and one terabyte. I really don't need that much storage. What I do is I have a one terabyte external if I ever need it.
And the max is $6,000. Now that seems crazy, but, you know, if you are a developer and this machine is going to last you two years, three years, you're going to trade it in for half as much. You know, the way I look at this is what is your computing cost per day? So I keep my computers for typically two years. And then I will give them to somebody who doesn't need as much of a power computer, or I'll trade them in. I do my phone every year or every other year. And I just take the total cost of t
And the new MacBooks are also being equipped with a 1080p HD webcam for the first time ever, which is double the resolution of the most recent webcams, which to me seems like, how is this taking so long? Like, they should have a 4K monitor on these. What are they doing? This is something that all Macs should have. They should lead.
But this is Apple saying, we're going to listen to our pro customers, and the pro customers have felt for close to a decade that Apple was ignoring them. Everybody wants a tower. Everybody wants giant monitors. Everybody wants ports. Who's a pro and Apple is just like, no, you want simple and they basically this the problem when a founder leaves the company or tragically dies and passes away like Steve Jobs did. Tim Cook is incredible as a CEO in terms of ringing the register, the supply chain,
Where's Apple in all this? Apple has $250 billion in cash. Last time I checked, well over $200 billion. Why doesn't Apple just buy TSMC? I guess that would be considered a real hostile act by the Chinese government. And why doesn't Apple give $7 billion to TSMC to build a plant, you know, in Vietnam or Korea or somewhere else?
100% of Apple's iPhone, iPads, and Mac products are made in China and Taiwan, if you weren't already aware of that or you couldn't guess.
Literally, the touch bar, which was introduced back in 2016, has been absolutely hated universally by Mac users, especially the more advanced users. It's kind of a silly, gimmicky concept. The idea that the keyboard would change based on the app you're using is clever. The problem is, in practice, it doesn't work. ... If you're an expert user, it's supposed to appeal to you. You already know that. You already know the keys. You're an expert. ... So it's really like for beginners to train them wh
We didn't get a new Mac Mini. I was kind of disappointed in that because that's become the standard that I use with a lot of folks on my team.
And in an April earnings call, Tim Cook warned that the global chip shortage would impact Apple's M1 chips
so is apple's uh focus on privacy bad faith no it's a feature if you look at vpns duck duck go uh all the different privacy related browsers out there vpns and other software people using email relays consumers actually care now consumers are starting to care and it went from being a very niche thing to care to being something that uh now a broader group of people want their privacy back and apple is brilliant for doing this if facebook really wants to get ahead of this i've been saying this for
the next compute platform apple is betting on is ar that's why facebook is now absolutely trying to beat apple at ar and vr that is the big battle we'll see in the next five years
so all of this comes from an ad tech company i've never heard of called low to me l-o-t-a-m-e and they note that advertisers are responding by cutting spending so we knew this would happen this would be a big tailwind for apple and their ad network because apple does sell ads to promote apps it would be a headwind against these large ad networks
apple's privacy features that you've heard about from their ios 14.5 update are costing according to a third-party service facebook twitter snapchat and youtube about 10 billion in combined lost revenue in the second half of 2021 this is a story from the financial times it's a very big deal it's a very intricate
they were having this crazy app tracking transparency challenge that they had from Apple, Apple not allowing them to target their users.
Since OpenSea takes 2.5% of every transaction, they took an estimated $81 million in revenue on $3.2 billion in volume for December. That is a very small take rate compared to the 30% that Apple takes and the 45% of advertising that YouTube takes.
I'm massively over. I think he would not retire before 67, 68, because in your sixties, I can tell you this having turned 51, my Lord, like all the bull that you deal with and all the hard stuff becomes easy. ... I think he's in the ruthless efficiency era of his career where he's probably enjoying it.
I believe I think this will be his legacy. I think it's gonna be a huge hit.
I think this could be Tim Cook's legacy, actually, because the big critique of Tim is under Tim Cook, they massively optimized the business, they continue to print money and increase the velocity in which they they printed money, but they did it on Steve Jobs's vision. That meant the iPhone, Apple TV, you know, and the watch, which, you know, supposedly, Jobs had a lot of input on. So this could be great for for Tim Cook.
They don't want to police content. No, they know that is a it's a losing place to be much better to have this beautiful hardware that people buy for aesthetics and pay a 50% margin on.
they're also great at running an app store at scale with high quality content that parents and everybody can believe in.
if everybody wants to be in the metaverse, which is highly doubtful, then Apple has a little bit of a problem because they don't want to play with that.
the success of Apple's VR AR efforts, totally depends on how successful the metaverse ends up being if everybody wants to be there. And Apple has built a headset that only works in the Apple ecosystem
VR AR makes a little more sense, because this is something that could sell devices and or tie into that ecosystem.
almost all of Apple's revenue, services, sure, it's growing, right? Other things are growing, accessories, and profitable, but most of the nut comes from the iPhone. And so still to this day, almost everything, the entire orientation and people who work at Apple will tell you that this is fundamentally the question is, how does it sell more iPhones?
Apple's approach will differ from meta's VR approach because Apple will not create the metaverse. Blueberg's Mark Gurman for that he was told pretty directly that the idea of a metaverse is off limits internally at Apple. ... Apple's headset will be used primarily for short bursts of activity rather than prolonged sessions, focus will include gaming communications and content consumption.
I'm like nah, it's not real.
I think one of the reasons Apple invested in those chips was to make the batteries longer on phones, make the laptops faster. But also, I think their end game was to be able to make chips so good that VR AR actually worked.
Apple's market cap, almost 3 trillion. Disney market cap, 287 billion. I think Apple has 200 billion in cash.
Apple could just buy Disney at any point in time if they were allowed to.
in 2016 the court case of the fbi wanted to unlock the san bernardinos uh those terrorists iphones and apple declined to do that fbi used a third party i believe it was an israeli company
So I don't count Google out, but I do think that they're behind the big two in this case, Oculus slash Meta and Apple.
Apple, obviously, you have the phone and that would be your puck. So I think, I think it's going to be fascinating. I would imagine the first few versions of the AR only classes are phone specific. But maybe we're at a point in 10 years where you have 5g, Wi Fi, Bluetooth, everything in the headset itself, with a strong battery life, and you don't even need the phone. And that's when we start talking about you really need the phone.
No, they're clearly their concept is, we don't want you to be isolated. And like, for this to turn into a Wally, you know, the the Wally Pixar version of the world, which Steve Jobs obviously influenced. So I think that that actually speaks volumes to what their vision is here.
In 2017, they released AR kit. So you can get apps from the app store that have AR. Have you ever used it once? Like I can tell you, I know because you'll die. Like you're not walking around like this, right?
I think the Apple situation with Siri, whereas with Siri, Apple, I think was five years ahead of everyone else in terms of when they released the voice assistant. And now it feels like they're five years behind.
I would maybe flip it a little bit and say meta and then Microsoft.
I really do believe Apple versus meta is the next Apple versus Google.
So in terms of market share, you know, and that is going to be number one, right? Because what Apple is going to do is they're going to come out with this super expensive product. And people are going to see it, they're going to really want to get their hands on it. Maybe they're not going to be able to afford it.
I think it's going to be Apple all the way. I think Apple is going to dominate this.
I think Apple will be number one in AR glasses. I think it'll take them a while to get there. I think meta will probably be number two.
Yeah, and for me, it seems very likely if you look at the success of FaceTime and iMessage, you know, they may not be comfortable with running a social network at scale and all the chaos that that would bring to the Apple ecosystem. But small groups of people, it could be quite delightful. I think about, you know, my iMessage groups, I think about my FaceTime groups, right? And then you think about photo groups, they're all kind of melding into private social networks. Imagine you're in your iMe
I think Jason, it's gonna be exactly what you said, there's going to be specific applications, very private social network, individual things, I think it's no accident, that they released the group based time feature a few years ago, earlier this year, or sorry, I forgot what you're in last year, iOS 15, they did have this thing now called SharePlay, where you can watch a movie with someone or listen to music with someone, right? And I think that is a perfect application for virtual reality bein
Well, I certainly think for the first, you know, several generations, it will help sell iPhones, there will be an element to it sort of like the Apple Watch where you need to have an iPhone or need to be in the Apple ecosystem for everything to pair. The first several generations of this device certainly won't replace the phone. Personally, I think the iPhone is here to stay for at least a decade, even if we do get to a point where the Apple Watch is even bigger screen and has 5G capabilities, a
I think Apple is well ahead of most of the chip players at this point, at least for now.
I think they're going to call it Apple vision, by the way, or Apple reality for the first one.
They would sooner never release these than burn one person's face.
These are absolutely real. This is absolutely going to happen. It's just a matter of when.
But like neither does Apple with phones and they still keep getting right? It's like, they've got the store and then it's so under this under this new sort of scrutiny of antitrust, which includes acquisitions of which Microsoft has made many that potentially reduce competition when it includes gatekeeping of which Microsoft is certainly still guilty, right? They're still pushing bundles.
Apple just went, Apple went premium, like full stop, right? They abandoned the like education market to some extent. I mean, they still have a little education discount, but what are you gonna do with 15% when the starting price of everything is $600, $700. They just decided we're a premium brand. We're about our margins. It's working.
And I have Apple games as a subscription service, which when you have kids is pretty cool. Because when they go to the App Store, it says Google or it says Apple Arcade. And all of those games have the ads and the mana and the upselling for coins taken out of them.
although they are now making their own content right with Apple TV. So it seems like there may be inching closer and like take advantage of this hardware. They're dipping Apple TV.
and Netflix have stayed away from games to the extent that they have, particularly when Apple is making this M1 chip that could be running games. Like, I don't really know why they have not embraced this
so a move to a more premium product puts them is a power move against apple
but now you look at the lead that and the scale that apple has even google with an incredible product uh you know those pixels are just extraordinary and i think they've been selling well but even if he sold them at break even would people stop buying their iphones i don't think so so it's not a lot of money that they're going to make from hardware
this is a tribute to steve jobs because this is the type of stuff that steve jobs would do
it's good business for apple like at the end of the day it is and you are absolutely right to point out that apple was taking the hit for you know i mean i would imagine that this started brewing around the time of cambridge analytica but there was no doubt that facebook had been abusing access to apple's consumers for years lots of companies had and they finally just were like you know what this is we're seeing where the wind is going and we're seeing what consumers want we're seeing potentiall
this is one of the most hardcore hits i've ever seen in business i'm trying to think the only other thing i can think of is like microsoft bundling internet explorer and you know killing netscape you know so viciously i mean it is a murder it really it is just a it's really bloody
this is that was the ultimate gangster move by tim cook he had had enough of the bad behavior of app developers on their platform that
in fact i'm guessing long term apple's moves here could have cost it some money on the margin with that google deal because when google renegotiates that deal maybe they make less money
apple did the right thing for their users apple said we want to be the privacy company we are not going to let you track that's well within apple's right
saying we're going to lose 10 billion dollars over uh the course of the year i think but 10 billion loss billion dollar loss of revenue because of apple's privacy features
they projected a 10 billion dollar loss of revenue from apple's privacy features
I think when you actually remove your business and shut your business down, it's going to create pain, suffering, agitation in the populace. I know that's hard to say. We had this discussion yesterday. In order for sanctions to work, they have to create pain. And you're trading the pain of economic sanctions, the pain of inconvenience with the gain of stopping a war where thousands of people have died in just a couple of days.
But the bottom line is good on Apple. Great move. You can't just say in a situation like this, thoughts and prayers, our hearts go out. You got to take a stand at some point. Right. And this is probably amongst the easiest ones you can do is to stop operating in the country until they leave the other country where they're murdering people. Yeah. I mean, this is really basic. There's not a lot of gray area here when it comes to who's wrong. It's black and white. You don't get to invade another co
The trailblazers are going to be Google, they're going to be Apple, they're going to be Facebook, because we compete with those in our little world. And we can't call those shots, we have to essentially follow their leads for the knowledge workers.
So does that mean the next time are they going to take the Mac Pro tower cheese grater and put the m1 ultra in it or are they going to do the m1 ultra plus plus in that and then charge 12,000 for that?
Also, why don't they care about gaming? Yeah, they're making this insane chip. Like, shouldn't this thing be able to run like PlayStation Xbox level games?
But at that point, then I think you would just like spend less for a more extendable machine.
I don't think it's life changing. If I was a video editor, I guess I would. But video editors are going to look at this and go and a lot of video editors now are just looking at this kind of parade of rug pulling. And they're just like, I'll just go with them. PC.
you're gonna pay $4,000. And honestly, you're gonna pay $4,000 for a terabyte of storage like a terabyte of storage is like what you get with a Dell right now. Like I'm not trying to be a jerk, but give me two for $4,000. They're so stingy. They're so stingy and so overpriced.
But it's 39 99 starting. That's obscene
So that's why I think if this was Mac mini pro that would have been a better branding. It describes it. So if this was framed as Mac mini pro, I'd be fine with this. That's really the design. Yeah. But if you're going to see this is a new revolution, it should be a new design. That just me.
Yeah, but they can't seem to decide if this thing should be tall or not. So let's pull up the Apple Mac Pro cheese grater edition. This thing is like $7,000. And I think they were charging like $300 for the wheels. If you wanted it to have wheels on the bottom. So this was the obscene thing they made for pros.
I thought it was dope on a desk. It looked futuristic on a desk. I got like Gattaca vibes, you know, or like Star Wars vibes. It looks like a droid of some type.
It was lovely. But you have to admit it got a bad reputation for looking exactly like a trash can.
I mean, and the way it floated like these things were gorgeous.
I believe it also was so hot on the inside that it effectively almost melted. It had some problems.
I always liked the cube. I think it's like underappreciated. It was at the time revolutionary.
This feels like they punted on the design. It feels like a punt to me. Yeah, like, let's make something that is, uh, yeah, just double size. I mean, which I guess fine, like you have a form factor that works. But if your deal is that you're super creative and innovative and you know, as all of the Apple fanboys are going to continue to yell at us, they're innovating like this is a double double you put another burger on top of the burger you already had.
I mean, it's just confusing as hell, you know, like just now here's the Mac studio, which is ugly. I mean, let's be honest, I think it's ugly.
And Mac studio sounds like a software product, not a hardware product. So it's kind of silly. This is like the Mac mini pro. That's actually what this is. It's the Mac mini pro. It's a small footprint, not as small as the mini, but it's for pro users. So I'm going to call this the Mac mini pro.
I'm sure the chip is amazing. But there's no way to demonstrate that other than to let people benchmark it... I'm sure that sales spike, I get it. It's a good bump. But the thing is, like people are going to buy Apple no matter what, you don't have a real problem there. And it's just, I think at some point, we have now seen this so many times and it's almost like the boy who cried wolf. So that even if the chip inside, even if the m1 ultra is in fact, like a generation defining technological ach
If it's incremental. Mm hmm. Which this is like you stack two Mac minis on and you put two extra USB C ports. It's incremental.
I think our real question is why are these big presentations still happening? Like why is that the way to announce this? Here's a new computer it like we put out a press release and people tweeted about it and then it went up on the website.
as a matter of computer engineering, these chips are incredible. And I have no doubt that these machines are going to be ridiculous. I mean, that Mac Pro MacBook Pro with the M1 in it is like almost scary fast.
are we going to get an M2 Max now and M2 Pro and M2 and an M2 Ultra clear, like we're dunking on the names and we're right to and and I will never stop like marveling at the fact that I have three different Apple devices that charge in three different ways.
I guess I believe this is the family. Now, I mean, guys, this is absurd. Like, luckily, Apple makes a crap ton of money and always has, but they're just a mess. It's just like, and also, why not just say M1234? Would that not have worked?
now, because of this new M1 chip, which is called the M1 Ultra, if you've been paying attention, there's an M1 that was in your phone, this replaces like the Intel and all these other chips. So they make their own silicon M1, M1 Pro, M1 Max, which is what we got in our last Apple Mac minis, and in our MacBook Pros
this is going to be super confusing for people. But there is the cheese grater tower called the Apple Mac Pro, right? Now, that is the one that you can put a bunch of hard drives in. And it's got power supplies and a ton of ports on the back. And that thing is like $7,000. So this is supposed to be for that same group of people. But a little bit more affordable, I guess.
Either it is Apple finally, you know, giving the right product to its most core group of people, or it's Apple doing what it's done for the last 10 years, which is like occasionally trot out an updated desktop that is really expensive and has an all new form factor from the last one isn't expandable comes a year and a half after they've upgraded their most powerful laptop and still feels like, you know, you got to run Final Cut X on it, or Final Cut 10 or whatever, which is like crappy software.
It does seem that Apple has turned a corner in addressing this group of people and not pissing them off by releasing the MacBook Pro with the M one chip in it, right, and putting the ports back and putting MagSafe back.
These are the core users who have felt left out in the cold for the last decade because Mac Apple, I'm sorry, would not listen to them. And their complaints were you make computers that are not designed for us. You took our ports away. You don't listen to us in terms of extendability.
the Mac Studio is actually a very interesting new desktop... it is aimed at actual creatives, designers, video editors, musicians, the people who have historically made up the Apple brand.
the most exciting thing to come out of today is the Mac Studio.
the power move if the Apple podcasting app also allowed you to create a podcast. ... And then buy Zencastr, which allows you to just have two or three P and Zencastr is so well done.
it's like a hundred percent in their DNA to become a creator economy enabler, you know, go all in on the creator economy.
notice that it's happening up there in the old white guy C suite that Apple has going on and use it to sell your devices. It's like, it will sell your devices.
they are now going to take a 30% cut of podcast subscription revenue in year one. And then take a 15% cut in year two, we should compare this to Spotify, which takes a 0% cut for the first two years. And then in year three, we'll start taking 5% for premium content and Spotify already evidently is the biggest podcast platform.
I think this is a good wake up call for Apple. ... So if you want to beat Spotify, I am dead serious, podcasting, camera, podcasting, microphone, lighting kit, and then all podcasting hosting and, uh, storage of the files free.
So, when they say they're going to give you the follower count, they mean subscribing. Way to break the nomenclature. Yeah, I just, I mean, and then they have been promising metrics, as we know, for 15 years, maybe longer.
Now, Apple, of course, early to cornering the market in podcasting. I mean, it was named after their device. Like, they have just owned this market. And now you can upload an MP3. What? This is their big innovation.
netflix was like we spent so much money on all these movies over the years and freaking apple tv plus comes along and wins best picture
it makes apple tv plus the first streaming platform to win the academy award for best picture which is fantastic
apple beat netflix there
And I think the next, if we talk again in a year, when Apple's out and Cambria for Meta is out, I think we might be having a different discussion about VR in general, honestly, because AR will be the, the race to AR.
Yeah, they, they're coming. Like it's, it's definitely happening. They have thousands of people working on it. So it's, it's a high priority.
Super consumer. Once Apple does it, it's like, that's the super consumer stamp of approval.
I think those are the only two meaningful players in the near term.
the only thing Tim Cook and Mark Zuckerberg agree on, if you think about it, is that AR is gonna be big.
I think Apple is second for sure. And low key, they have the second most investment in this space. They just don't talk about it until it's ready.
And I hear how Apple is internally reacting to what meta is doing and they're hiring all their same people. That's a big factor here is the talent. So, uh, meta is scooping up talent from Apple and others. And there's been reports about Apple doling out additional grants to AR engineers just to keep them because meta is so aggressively poaching and driving up the price of AR talent kind of across the industry.
So this will, the headset will have spatial audio. It'll have these detachable swappable bands to put on your face with one with like a battery pack. Um, it's going to be expensive thousands of dollars
Apple's got this pretty advanced mixed reality headset. So it's, it's VR, but it's kind of tricking. It's, it's AR too, and you'll be able to kind of seamlessly go between both, but it's really designed for indoor use. Apple's AR glasses to wear outside are not coming for a long time. Um, but Apple has that coming, and I think they may announce it, uh, as soon as the end of the year, there's been some supply chain reports that they may delay shipping into early 20, 20 goggles.
I think some of this stuff is not totally connected, but there is this real animosity between Zuck and Tim Cook on a lot of ways. I mean, they really represent two of the, you know, kind of dominant worldviews in building in Silicon Valley, where one is free ad supported as cheap, as accessible as possible. And Apple is luxury, high margin, respect your privacy, and in turn, give us incredible margin on our hardware.
Because Apple is also gearing up to attack meta on this kind of AR hardware strategy. So, uh, he's really, you know, he wants to beat Apple. I mean, this is, I think this is going to be the biggest big tech business, uh, feud over, you know, the next version of computing for the next decade.
putting laptops it's like how apple made the laptops cheap and google made the chromebooks cheap you want to get the kids when they're kids is how they're thinking about these companies of like the opportunity of the next what is it two or three billion to come online i mean it it's going to
what you could do with apple if you did have a zuckerberg or even a jack mentality of just like we are not going to be safe we're not going to just like live and die by the iphone e-bikes oh my god apple e-bikes
if you're at Google or Apple or Amazon I bet you with your work issued laptop there might be some monitoring going on and it will be increasing 100%
that is indeed what is constraining the iPhone production, apparently
I can't imagine Amazon, Microsoft, Google, or Apple not playing a larger role in our lives.
pretty fully valued but a juggernaut of a business. And I think, you know, it's like one of these companies that again, in 10 years, can you picture a world in which Apple is not doesn't play a wider, bigger part in our lives.
they didn't give a lot of guidance which has investors freaked and for like the fourth quarter in a row, they brought up supply chain issues. And so all these analysts are like, wow, if Apple is having this much recurring supply chain issue, maybe it really is a problem.
I think everybody should get it.
it's pretty damn reasonable.
I feel like the story that slipped under the rug completely was the part where Apple started bundling that all into one subscription, which is absolute genius.
That service business is growing. Yum, yum.
I mean, that's impressive. Is impressive. That's a big turnaround for that services business.
$97 billion. And you know how I'm always saying, like, they only care about selling iPhones and then Apple fanboys get all mad at me. Yes. Here's why they only care about selling iPhones. Because the iPhone revenue was $50 billion of their $97 billion total.
On the hardware front. I mean, I think Apple is very formidable. No one's going to dispute that, right? I mean, they've, they've done amazing stuff and they, they own the operating system. Yeah. I mean, I think Apple is incredible.
But then you've got the revenue engine sort of sputtering, right? Because of what Apple implemented and with the tracking restrictions.
when you get off a Mac and you're no longer having iMessage and iPhotos and, you know, email clients pop up and you're managing all these apps and you just manage Chrome, your life experience becomes very simple because it doesn't crash, it's fast, it's easy.
Apple match group Bumble have said they'll cover employee expenses for out of state abortions.
Apple said, we're going to go back to three days a week, one day a week now. Well, that was two weeks ago, and two days a week in two weeks, and then three days a week, I think three or four weeks from now by the end of this month.
There's like, you know, some very high level AI person, machine learning person in Goodfellow is not he the director of machine learning, like basically, the guy ran the division. So how do you read this Molly? How do you read this person quitting?
The fact that they deprecate their own hardware and the cables that quickly makes it indefensible.
you can't be green and then have a billion extra cables produced, you know, like just do the right thing independent of all of the earlier cables,
Incredible. Yeah, it's just pure profit profit.
So since Apple stopped including accessories, they've sold roughly 200 million iPhones. Okay, the lightning cables, headphones and the charging connectors all retail for at least $19 each. And that's their discounted prices now. They used to be much more. Apple's gross margin on those is roughly 38%. Ridiculous. So if you have 60 bucks in accessories, which you need if you have more than one Apple device times a 60% materials cost times 200 million iPhones, then Apple has made 7.2 billion dollar
this really is a law specifically designed for Apple.
They are. So you don't even have to buy them. You just support them, you just be their best friend, Apple becomes Uber's best friend. Yeah, they just didn't. And all of a sudden,
This is where I think it's really going to be interesting to build or buy question, or the build or buy or aggregate, right? Because we've talked yesterday about iMessage potentially becoming that super app, and they won't have to build out a delivery network, or you know, they've just got apps in the app store. And if they integrate them better and stop, you know, they're moving away from that kind of like really siloed model. So if it's like, I'm on the, the, the front, the screen, the home sc
this is why I always felt like, you know, Google, Amazon, and Apple, were the eventual buyers of Uber, Lyft, and DoorDash, and Postmates. At some point, one of those companies would say, you know what, they get a little frisky, like, Amazon's the obvious one. But Google and Apple are the non obvious ones, but pretty sticky. You know, these delivery apps are pretty darn sticky.
In some ways, Uber taking a play from Apple seeing what works and then doing that.
that's just sort of classic apple style to be like yeah we're going to vertically integrate our financial um product too
they don't have the kind of cash that apple does they do not have 200 billion dollars
the fact that it's happening now and kind of slowly still just with buy now pay later but maybe as a first step in getting that full financial stack that's what i think is so interesting about this
it's possible consumers will be like a little crazy super thanks remember when every other interest rate was basically zero and your credit card was still charging you 26 to 30 percent during a pandemic so disrupt away
they've slowly carved away that carrier power and will almost certainly do the same thing for traditional finance like i could imagine a time when apple's like thanks mastercard we appreciate you getting us off the ground here but we're done we're going to disrupt you we're actually going to be the new payments rails it's going to happen on apple devices so visa and mastercard you're not needed anymore
this could be troublesome for apple's brand because finance is one of the least trusted industries right among consumers that's why you see this rise in neobanks who are basically like yeah we're not trying to screw you like everybody else but on the other hand apple really does to your point have an opportunity and a firm also to be really transparent with the terms
apple starting small with a thousand dollars um so there's a right way of doing it
i think this is setting the tone for apple to become a full-fledged as you called it bank or at least offer financial full-fledged financial stack so maybe this is just the beginning but you're getting into lending and it's so notable that they're already working with goldman sachs and mastercard on their credit card offering but they're doing this themselves they created this wholly owned subsidiary and as you said molly they're going to be lending from their balance sheet from their massive ca
it's a huge move and it's a big deal because apple has the user base and the trust and the data and the cash to do this and they're not just partnering with a bank they're doing it themselves and that's a big deal for the fintech space and for the buy now pay later space specifically because you have a company like affirm which has been the leader in this space and they've had to partner with cross river bank to underwrite their loans and apple is just going to do it themselves and they have the
apple is in this phenomenal position where everybody has been asking what are they going to do with this cash and we were like maybe they'll buy disney or tesla and turns out they were like no we're gonna go big boy here and be a bank i love the way that you just framed that like that's where the real money is right like they're not messing around they're just opening up the balance sheet to consumers i mean this is bananas
I think there probably would be, you know, again, we haven't seen too much retribution with our actions on Huawei's ETE. But again, that was sort of a pure FCC action rather than a private sector entity doing it. And I have no doubt that they would see some pushback.
I sent a separate letter to Apple, maybe a month or two ago, Tim Cook came here to DC and gave this really flowery speech about how Apple stands up for human rights and privacy at the same time, you know, they're actively sort of removing apps from the Chinese version of the app store that the CCP doesn't want, including ones that include, you know, VPNs and sort of privacy protections.
Google and Apple, you have app stores, you represent that they're safe places to go and download things. And you have policies that directly deal with data flows. And if an entity is misrepresenting where your data is going, that's a violation of your app store policy, and they've enforced it before, they've kicked apps out where data has touched servers in China surreptitiously or otherwise engage in surreptitious data flow.
Now, Apple, how could they do it? Very simple. Apple says, would you like to load one of these other app stores? There are other app stores out there. If you load this app store on your phone, you are no longer under warranty. So your phone, if you bring it to the genius bar or you bring it back to Apple and it's not working, that's because you chose to use software that we didn't vet, which is your right. It's your device. So if you load this, you are no longer supported. You can't call custome
Do you think if Apple could make the App Store business problem go away for 1% of App Store sales, they would do it? Of course they would.
Oh, it's the App Store. 100%.
now there's like the rcs standard that's been taking you know that's taken just as long to get adopted and then imessage lived ahead
apple says hey we have this product called the iphone it's got millions and millions and millions of users we're just going to do our own thing because we already have a distribution channel to tens or hundreds of millions of people and we're going to call that imessage and that's not beholden to the sms standard and so we can do anything we want we put in full resolution images we put in group features we put in you know voice memos all this amazing stuff and uh and because they were big enough
i think podcasting is not a business that apple cares that much about and it became this catch-22 for the industry that's less about apple and more about what you were saying mike just now about distribution right apple was the biggest distribution gorilla by far for this whole time but it's not a business they care to be and they're not going to be the ones who you know take
apple's slow with software i mean apple takes their time um and so their pace is not going to be uh the same pace as you know overcast you know or spotify
there is a strong argument to be made that the reason it took from you know when we were podcasting in 2005 until anchor in 2014 to make some progress in this medium is that apple kind of just kept this baby in a cage for a really long time
q3 revenue was 83 billion dollars i mean again you read these numbers sometimes and you're just like bonkers that's a quarter that was however up only two percent year over year and the revenue growth was i mean this is actually like almost a hard break at this point revenue in q3 compared to 2021's q3 2021 they grew revenue 36 percent
great job apple yeah great job
apple's got 19 billion dollars in services revenue including all of its subscriptions in a single quarter compared to amazon's 8.7 billion
the fitness nonsense which by the way is so terrible it's garbage yeah that's side note i can't but you should be embarrassed about how terrible that product is
the thing i would look at here is services i was just going to say saying services scrolling to that right now mm-hmm they're at 19.6 billion in services they have i think 800 million people paying for subscriptions with them
going to skip a year there's no reason to get a new they're awesome
they only grew two percent reopening everybody already had their phone and also you're kind of not as the thing you need when you're stuck at home is gadgets
apple reported earnings for fiscal q3 beat expectations for sales and profits but growth slowed a little bit um the stock was up slightly today up about three percent it's down year eleven percent year to date but it's doing way better than google meta netflix
What's a company with a lot of cash and a lot of profitability? Yeah, I mean, this is your Apple quadrant right here.
It's like the lazy man's layoff is what it really is. That's kind of what gentleman's means.
So they're just willing to like reduce the productivity and happiness of every single employee so that they can get rid of five without having to just suck it up and make the hard call. Impressive. Precisely. That's why I call it the gentleman's layoff. It's like you're too proud.
look i understand that a publicly traded company and a capitalist society with a responsibility to shareholders has to keep making money apple's making plenty of money like i don't understand a couple of billion dollars is ultimately incremental double digit billions is still incremental revenue
the fact that you're explaining yourself it's kind of like a hard position to be in
we don't have a database of all of your stuff somewhere we on your local phone we have your preferences or whatever and we'll serve an ad based on what's on your phone but we never have custodian of that we're just matching hey you use your stock app you know five times a day you know robin hood ads and e-trade ads for e-trade ads for you oh you use tick tock all day
and you know they had the high ground for a long time um and now they have to explain themselves because we talked about how they were asking us to opt into ad targeting and they're like but here's our here's how our ad targeting is
so i think the apple would be wise to be this is never going to happen because it is not their mo but apple would be wise to be as transparent as humanly possible about how they're going to conduct their ads business because it's dangerous territory from the publisher side and the consumer side
it's treading into dangerous water right because apple has had this good if somewhat uneasy reputation with developers and publishers because it's like okay we gotta we gotta be here and it's really good for us and it's high quality users and it's high quality revenue but if all of a sudden apple starts selling ads against their content they might be upset and there's this big privacy question like apple has been able to say oh we uh let you opt out of all kinds of advertising tracking but all o
apple is waiting apple is obviously we know taking a lot of steps to increase its ad business overall and come for facebook and google in these various ways
a portion of ad revenue from the news apps today tab goes to publishers but it's not clear how much german also mentioned that apple lets publishers advertise within their stories and publishers keep the vast majority of that money
Apple and Peloton is such a like natural sort of feeling brands tie up. But it's also super far afield for them. Like, yeah, they sell premium hardware, and they're good at making and selling premium hardware. But it feels like a stretch for Apple
with this Lena Khan, you know, anti conglomerate thing, I think you take a lot of the big, and I'm not saying I'm against that, you're taking a lot of the big acquirers out of the mix. So, you know, Google, Apple, Amazon, or like, if we're gonna go to bat on buying something, maybe we shouldn't go to bat on Peloton. And this is where like, hack, I think they said that, you know, the general rubric here is companies with over $500 billion market caps, or like monopoly positions are the ones who a
I don't think so. I mean, if you look at the market cap, obviously, past history is no indicator of, you know, what someone will do in the future. But Peloton's market cap would probably make it its most expensive acquisition to date. So that's one piece of evidence against that. Apple already has fitness plus and has invested 10s of millions in that. And it's been getting pretty good. They have their studios there. So they really have no reason for a content based acquisition of Peloton. And if
And, you know, the core technology, it's actually amazing, the same core technology that they're using for these chips spans from the Apple watch, and then it'll span all the way up to this headset, and their highest end max. But don't be surprised in a few years from now, when the Apple car is powered by a chip with the same underlying technology. So in a sense, you know, the Apple chip division, you know, is really the core of the company at this point, it's probably their Amazon. ... And so t
people who've used the headsets that I've spoken to pro early prototypes, the main differentiator is the quality of the displays, probably going to be 8k displays, super high resolution, they spent a lot of time on the speaker system, the sound system. And so it's going to be a real lifelike, us maybe even a scarily lifelike experience.
it's gonna have the same processor that you get inside of a MacBook Pro. Today, the M2, it's also on the Mac care, really an additional processor day. Yeah, so it's the it's the M2 is 16 gigs of RAM, plus what according to this trademark is going to be called the reality processor, which is a sort of a co processor to do a lot of the AR and VR functionality on its own standalone chip.
I think this first headset is where Apple sort of outlines its platform, right, they have the hardware, they get app developers interested, they build this entire ecosystem in this app store, in this development kit for the headset. And then once you start getting into gen two, which they're already well into development of gen two of the headset, that should come out in about two years, that might be a bit cheaper, I think you're going to see way more people pull onto that. And then subsequentl
the first Apple headset is going to be between two and $3,000, where you have meta at sub 500 right now. And it's going to take quite a bit of time for Apple to get to that sub 500 price point, if ever, right, I find it hard to believe that given the trajectory of iPhone pricing, that XR pricing for Apple will ever get into that range. So I think they'll want to sit at the high end.
it was supposed to come out already. It was supposed to come out last year. And then that was pushed back to coming out this year. And that was pushed back again to next year. So we're already on the third or fourth launch attempt through this thing.
I think they're going to win AR VR. I know they're gonna win it. I'm convinced.
the over under on which number keynote over the next six would we see hardware? Yeah, two, two.
lots of stuff over the next six months, this is probably going to be the biggest next six months of Apple news that I could remember.
the Apple reality headset, the reality pro reality one, whatever they end up calling it, that's not going to be shown, probably until first half of the next year.
Big updates the Apple Watch across the board.
Not going to be a big update to the regular iPhone 14. But of course, and I think we talked about this before, there's not going to be an iPhone 14 mini this year. Instead, there's going to be an iPhone Pro Max size regular iPhone 14, which I think will do quite well.
because of apple's privacy changes causing so much lost revenue from
so it was a little it was a little shaky actually you can read the book creativity inc we had ed catmull on this very podcast um and and steve's biography there were some shaky moments there so i he almost didn't pull it off but so it did it did work out after but i think it's because he had such deep benches at both places
i mean like apple was already steve jobs had already resuscitated apple by the time he went to pixar it wasn't like he didn't have the iphone now he didn't have
No, because you need official support from Apple to support NFTs to say the wallets, everything else can make this happen.
Up until just this announcement from Apple, their take on NFTs wasn't there, right? That's why. And so now that's why I think it's a huge opening.
why should you, if you buy a movie, why should it be limited to the iTunes ecosystem? Maybe in the future, you want to move all to Google, or you want to move all to Amazon. So if you've bought that right, that right should exist across platforms. And so I think this opening is really, really exciting.
Like maybe they actually just sneakily, they opened the gate. Yes. To the Trojan horse. They let the Trojan horse in. That was their mistake. I'm fine with that.
I think the worst thing they could have said is, Hey, we don't, so we don't support NFTs not allowed in any of our apps. We can't, you know, and so by them opening it up, I think we're going to see a lot of innovation here and we're going to see people break this monopoly. They have, which I think I'm, I'm very excited about.
It's just dumb. I just found like Apple is dumb for doing this.
And Apple will make a little extra cheddar on the side like they always do, but like, who cares? It's not going to break anything.
But on the other hand, you popularize and massively distribute a technology that, as you pointed out, has so much other potential functionality built in that it might not even matter. Like most people won't be paying the 30% cut and they will be exposed to an ecosystem that offers them a lot more. Like maybe it's actually just a win-win. I agree with that.
with the overreach and charging this ridiculous fee, to me, it's like antithetical to what NFTs are supposed to be. For anybody else, uh, with the Twitter blue product, was it a year or two ago? They started out, maybe it was a year ago, last summer. They started allowing people to use NFTs for their Twitter avatars. So I, I kind of feel like as, as overblown as NFTs were, there is still kind of something cool that could happen here. If it does in fact get embraced, you know, big way by Apple. I
I kind of think like this could be a real huge opening for NFTs outside the 30%.
And Apple's basically saying, look, you know what, this is a reasonable request. And given the other antitrust issues they've had with Epic and whatnot, like they need to support it. And is Google going to do it as well? And therefore Apple may have just beaten Google to the punch here. And if Apple and Google both start allowing NFTs to be sold, it becomes a, I mean, I agree with Sonny, it's a big deal. Now with a 30% hold long-term, probably not. Margins are probably turned down. I mean, Andro
I think Apple's a little older school. Like, I think we're starting to realize that, that Apple is a little bit got a little bit of 90s management going on. It's like very top down, very hierarchical. Like, I'm not too surprised that they're the company that said come back.
People are waiting on the new iPhone. So this tower predicted that. Yeah, some bricks are coming out.
Apple said, remember how there was that like, they were going to produce more iPhone 14s, then they walked that back. And we're like, ooh, actually, we are not going to produce as many i 14 iPhone 14s, even as we had initially, I think predicted because the demand was not there.
investors who've been hiding in Apple are about to have a bad time
The European parliament has voted in favor of enforcing USBC as the common freaking charging port across most devices by the end of 2024 and laptops by the end of 2026. Take that apple.
go work at apple please we can't i beg you can't absorb
The internal team is a bunch of rich people, coastal elites, dare I say, who are like, well, why would anybody not pay $10 a month to save one hour a month of commercials?
I think this is, you know, when you have a culture of no ads, and we build stuff, people want so much, they're willing to pay. It's very hard for the management team to communicate that to their internal team.
Just get rid of the $10 a month plan, because that's just, that's overthinking it, but if you really, it's overthinking it. And if you really wanted to disrupt, come in over the top with Jake house plan and offer the free ad supported version. And then all of a sudden, right? Like you blow everybody out of the water.
I have changed my position on this, um, a bit. Well, no, you know, I thought it was very much against the brand. I talked about that, but I do think a lot of advertisers really want this ad base. And I've been thinking about the global nature of Netflix and, uh, looking a little bit, just completely coincidentally, I've been studying a little bit of Twitter's global ad network and how people spend money there just for the fun of it, taking a look at it. No reasons really.
Right. Or at least in the, in the markets where they've been for a while, like there are still emerging places where they're growing, but Europe, Canada, U S, Australia, these places are relatively locked in except for the, the sort of newcomers or up and comers like paramount plus maybe still has a chance to grow. So any, any time that Netflix can still keep adding in the millions, it's like, oh, that's better than expected because we sort of thought they'd already capped out.
Conventional wisdom is like Amazon, Netflix, HBO, they, they sort of maxed out. Like there's maybe growth potential for your. In the North American region.
The U S and Canada only netted a hundred thousand new subscribers. Yeah. They have 200, the international expansion still 223 million total subs. So this is like 1% more subs. And 5% more revenue. So this is incredibly slow growth, but there's a pulse. So I guess that's what the market is kind of thinking is that like, it's not over for them.
I think it's more that they stopped, they stopped losing so many subscribers as opposed to they did something to cause a huge surge in new subscribers.
Netflix reported for Q3 revenue up seven, uh, was about $7.9 billion up only 5.9% year over year, but that was still better than expected. They were, they're getting the low expectation bounce. Uh, FCF free cashflow grew 36 X quarter over quarter to $472 million. Netflix was cashflow negative in Q3 and Q4, 2021. So that's actually the big number. I think that really helped them with that stock. Uh, and Netflix also notably added 2.41 million subscribers versus its previous estimate of just over
They undercut Disney, Disney already announced its ad plan is going to be, I believe $8 a month with ads. And then Netflix came out with theirs and it's $7 a month with that. So they're, they're bringing it. It's a full court press at this point.
Like that bouncing bouncing back sort of there. Yesterday was the big comeback. They've gained they're gaining subscribers again. We're back in the positive side of the there. They're saying that's over. Like if you listen to Netflix's management, they're saying there was that post pandemic sort of dip and everybody got terrified. But now we're back in the black and it's going to keep expanding and growing. And so the setback is past. And so there's a lot of like newfound enthusiasm behind Netfl
I think the vast majority of users don't. Like I just don't see it.
That is not my experience on Twitter. Like, Oh, really? Nope. Well, I curate a good feed. You curate a good feed.
I find the data set that I'm going through, I'm sifting through. It's just so cluttered with bad content. It's like, um, yeah, it's like somebody threw 10 diamonds into a garbage dumpster. You're just like, I know there's 10 diamonds in here. Why can't I find them?
That it's native or that you can do, you know, business. Yeah, absolutely.
I think more metrics being able to understand your followers more. That would be good too.
All right. And I had asked our, uh, producers there, Molly on the fly to show us Apple's revenue plotted against their operating expenses, uh, in their most recent quarter. And you see a similar story. So the great companies in the world, it seems, uh, Tesla, and, uh, you know, here, uh, and thanks to our friends at Y charts, uh, for providing us, uh, a free account. I probably should pay for it instead of giving this free ad. In fact, let's do that. Y charts for that. Yeah. What am I doing here
this chart is pretty bananas. What we see is that between 2017 and Q3 of 2022 on an annualized basis cost, you know, doubled, right. Cost to operating expenses effectively almost doubled from 3.9 to 6.8 billion dollars, but revenue adexed. Like it's the idea that you would keep costs that flat in terms of factories and production and making cars and have your revenue line go up and to the right is
what you see there is, uh, essentially a hardware business that's got incredible, uh, margin power, the blue on this chart. If you're looking at it, the 6.8 billion compare is the operating expense that's selling, uh, general and administrative expenses. And then you have the total revenue. And what is happening here is they've been able to control costs while increase revenue. And as that happens, uh, you become a money printing machine.
and other things in this net profit, but they're talking about doing a stock buyback,
Automotive revenue was up 55% year over year, considering the supply chain issues. That's strong.
But when you look at the numbers, they're truly extraordinary. Revenue up 56% year over a year is just insane on a big number.
Now this is all because of the tracking that you can no longer do on phones because apple, you know gave that headwind Uh to the industry and said, you know what you can't track people even anonymously on their phones So that's a headwind
in case of apple They do a lot of buybacks
And so I think this is why warren buffett is in love with apple And many people are in love with microsoft and in a down market People are going to look at these fundamentals
Than a company that does not have financial discipline. We better own apple better own tesla better to own uber better own microsoft
I'm noticing is the issue is not we no longer have this issue around catching criminals. Do you notice how they catch the criminals almost every time where like we have them on camera, and somebody's got an air tag on their bike, and they're like, Okay, I know where my iPad is. I know that this person like once in a while, you'll have the TSA agent take an occasional iPad home and they bust them like on the local news, or somebody steals a bike and the person's got an air tag in the seat somewhe
but I guess they've done that before they they have their battery pack and they'll have other battery packs in their stores
maybe they're seeing what the interest is. It could be but then they would be competing against somebody they sanctioned
this is also a new hardware model for them.
The only problem I have with this or that's confusing to me is they didn't build their own lock from the bottom up. Like this isn't an Apple hardware product. This is an Apple exclusive.
or sell my data like that pitch is working.
here's Apple coming along like boop boop. We're gonna start with the lock and expand out from here. And I'm totally like I'm in because they're not gonna try to sell me anything
this is sort of Apple's first foray into smart home
i think the more they're trying to clamp down on it things are going to squeak through and they won't be able to pull it back in that it's a technology that is just not as enforceable in those type of ways without fully cutting it off and i think it's very hard for them to take that line right now
if you really want to fight the real enemy the real enemy is amazon basics you know and the app stores and all lena khan has to do it's not popular because tim cook's very popular and apple's very popular you just go to apple and say if you want we want you to have alternate app stores allowed
if apple is saying fine there's this tax and you can only you know you have to pay the tax through our payment mechanism those type of things are definitely anti-competitive
i i mean it's going to be the wild wild west
the way apple typically has done this is said you know what we'll just do enforcement so it's like taxes right like the irs doesn't need to enforce you know tax evasion they just need to get martha stewart the sec has just got to get martha stewart to get people to stop insider training they're going to find people to make examples of uh and this is going to be complete utter chaos
i think it's really good because they've kind of looked at it and and maybe nick you can pull up something to follow because uh i'll pull up but effectively you know at the highest level what they said is nfts are allowed um but a couple of things one if you're going to be buying or selling it has to be through the iap the in-app purchase process hence that you know the 30 tax has to be paid two they've said nfts cannot unlock or you know lock or you know make features available so they've sort
i kind of i'm in agreement with vinnie i think apple's gonna run away i think they they have a shot
because they control the compute device okay so the phone is in your pocket they've been so the biggest issue with vr is this heavy headset you're wearing on your head because the compute sits on the headset basically and you got to move around with this the what they've done with apple with the vr glasses and this is all rumors because it's not really released yet but they basically got a wireless connection to your phone which is in your pocket and they run all the compute locally and they're
you don't see apple having to do this
But like, other than that car project, is Apple doing a single thing that's not profitable?
So I think what they'll do is performance-based as we call them gentlemen's layoffs too proud to actually make a cut. So they just cut people based on performance or not coming back to office.
And I don't think Apple has the guts to do it. I think they have too much cash. They're too profitable.
and now we wait for Google and Apple, Apple hiring freeze, Google I think hiring freeze. Let's see if they make actual riffs. I suspect what we'll see before the end of the year is Google do a full on a riff.
Well, let's, yeah. I can't let us go before we talk about Apple Plus' streaming deal for MLS season pass, Major League Soccer season pass, which is going to be like monster business, but also kind of interestingly provides possibly a blueprint for what Amazon or Apple could do if they won Sunday ticket.
And on the other side, the duopoly is bad for consumers and like has been for a really long time.
You still can't. You have to go. You still can't because they were like, no, we're not giving away that 30%.
everybody was writing an iOS app because you could make a lot of money.
we have a duopoly in phones that's bad for consumers. Like, and that's not new, you know, the hardest, the only thing that's hard for me about this conversation is the idea that we're just discovering that at least one person in that Twitter thread is just discovering this now. Yeah. Um, because this is obviously a long standing and ongoing issue. Amazon has been fighting with Apple about the 30% take on in-app purchases. Epic, of course, sued Apple over this. It's been a point of contention for
I like the fact that the app store is, you know, doing some sort of vetting process, because I don't want them to load spyware or something like that. And when I'm on an Android phone, you get a lot of spyware and weird apps and that kind of stuff, but I also would like to be able to load apps on my phone in the same way I do on my desktop, which is I can go through the Apple app store or Windows has an app store, or you can just load stuff directly if you want to assume that risk.
I do think that this is like going to become one of the issues of our time is this duopoly, uh, in the app store. And I, I think that Apple, um, this predates Elon buying Twitter, but I have been saying for a couple of years now, Apple should allow you to have alternate app stores.
apple has been famously efficient relative to the other big companies like like facebook or google and one of the things i would say about apple you know why do they have such fitness like what is it culturally i want to point to two things right the first is a design culture around minimalism and essentialism that is also an ethos for how they run the business got it right steve jobs says he says focus isn't choosing you know the thing that you like the most focus is saying no to a thousand thi
Amazon signed that big deal for Thursday night football last year. And Apple signed that big 10 year deal for major league soccer.
an apple store worker and an apple uh corporate worker ... they used to pay mcdonald level wages from what i understand like you know 9 10 11 dollars at apple until they were shamed into hitting 14 15 16 and a lot of it has to do with people who work at apple going to the apple stores and saying is this right
ipad pro with the floating keyboard that's a big one amongst venture capitalists
apple crushed the ad targeting market back in 2021 with the app tracking transparency update in ios 14 and a half that gave users the ability to opt out of being tracked
I bought some more Apple. And why did I buy Apple? It is shocking how many shares they're buying back how much cash they throw off. And I just think as we get closer to this AR deployment, the buzz I'm hearing is that they have something very special. So I just think the developer community rallies around a product from Apple in a way different than they're going to rally around an untrusted partner like Zuckerberg.
Tim Cook is getting 50 million a year
Tim Cook is definitely elite
And into that Wade's Tim Cook being like, I'm gonna take a $50 million pay cut. And all of a sudden, Andy Jassy's gonna be like you bastard.
I think where, where this, where CEO pay and Tim Cook has quite cleverly made it an issue where it's going to become an issue is in this, the thing that we've been talking about, right? Where you have this like managerial class being like, you're all entitled and spoiled and there are too many of you.
And in 2021, what they call it, they call it a say on pay vote. 64% of shareholders approved of his compensation. And that was down from the 95% that approved it for Apple's 2020 fiscal year.
The compensation committee at Apple, uh, which is comprised of Art Levinson, Al Gore, and Andrea Young, J-U-N-G said it reached out to institutional shareholders actually to ask how they felt about Cook's pay.
We did the math and determined that Apple at $150,000 head could save about 333 jobs with that 50 mil.
Tim Cook has just shined the spotlight. I mean, he is so clever how he does this, right? Because it's like, he's still going to make $50 million, but he has just set an example for all of the rest of the industry by taking a 40% pay cut in 2023.
they don't need to be do a big announcement and a big riff because they didn't double employees from 2019
apple i think has done such a good job of maintaining stock price performance with buybacks and metrics that they probably are sitting there like i don't have to do this like we don't need to do a riff just to do this
they have also in the software level made it really nice to have two windows up at a time so you can have a browser on the left with your document and on the right you can have a browser up with the wikipedia or grammarly or something so this ability to have two different apps open or one takes up two thirds of screen one third it's starting to feel more like a desktop right
this 10th generation ipad which they just call ipad comes in a bunch of colors it's an incredible deal it's not expensive i just upgraded when this one came out the 10th generation it's quite a deal it starts at like 450 bucks and uh i i bought my twins uh yeah uh new ipads because they're all ones were so broken and janky and it's got the flat bezels on the side like the iphone you know design that everybody loves so much and it's just a great bargain
i could see people buying them in lieu of buying more expensive laptops it makes sense to me
the ipad sales actually increased almost 30 percent um from 7.2 billion dollars to 9.4 billion dollars and that was the only one out of those three categories to go up
services is bigger than those three categories and services is a third of the iphone revenue so even if iphone uh sales slow a little bit people are going to buy you know apple music apple tv yeah they're going to pay their app store 30 tax you're going to need extra storage because now with photos there's no way to store all of your photos in year 5 10 15 of having a mobile phone uh you know on your phone so you're going to have to pay for extra cloud and then like news is actually a pretty goo
people are spending less and uh they're gonna let their phones last another year
i just feel all three of those companies amazon apple disney are just gonna do extraordinary and i'm not too worried about this pullback
iphone sales really missed revenue estimates by around 2.5 billion dollars and mac sales missed by around 2 billion dollars
I feel like now there's a lot of people maybe that are creating apps in the generative AI space or the AI space in general, where they have to create an app that is suitable for the app store on an apple in mind, um, before even launching. So there's like this whole thing where it's like, there's zero limits as a, as a founder creating anything. Right. But the limits for a lot of these people is becoming the app store. And it's kind of sad, I think on, on that point where it's like, you're almos
And frankly that puts Apple in the position. If you really like the, the slippery slope from the Apple perspective is that if nobody else for one thing cares about our health and safety, right. They're just out here like, ah, we'll make billions on open AI and chat GPT, but like, we don't care if it kills us all. We got our guns in our bunker. Or, uh, we don't care that Instagram is causing like massive rates of depression and suicidal thoughts among young women in particular and teenage girls,
Apple putting a flag in the sand and saying, we're not going to let this technology just be released roughshod when, as we have pointed out in this show, it's pretty much an alpha. Like it is not necessarily ready for human consumption. And maybe this is really Apple being like, don't think you're just going to flood the app store with things that can, you know, create horrible interactions or give in accurate information or just be like generally unsafe or destructive.
obviously Apple's thinking a lot more long-term here.
The truth is that we're like, in some ways have always been thinking about this wrong. Like not everything, first of all, has to be an app. Like if Apple doesn't allow an app on the app store, that seems fine. You could just go to like a mobile website.
I just think this is going to be a huge firestorm. Absolutely. Right. And it's just going to lead to more and more, uh, questions about whether Apple is a monopoly, whether they should have this gatekeeper power.
they have always wanted to create this kind of sanitized playground on the app store and on in the Apple universe where there's like no sex and no violence.
I feel like this is interesting for a couple of reasons, not least of which the most of which in fact is, is Apple's gatekeeper role here, right? It's like, okay, parents just came in to the AI world. And sometimes you want Apple to exercise its gatekeeping authority. And sometimes you don't. And I wonder if this, which one this is.
Apple blocked an update to an app on its app store for having generative AI capabilities that Apple determined are just not safe. They want either content controls or age restrictions. That is a big deal.
And wanting to sell iPhones in China, which is a large portion of their revenue.
We build our iPhones there.
Yeah. So we feel that we have a really strong mode and it's not just quantity of data because if Apple or Amazon or Google wants to collect data at scale, they'll, they'll pass us in two days, right? It's really quality of data because it's one thing to have a hundred million coughs or a billion coughs. It's another thing to attach each of those costs to a disease state to know that this is a cough from tuberculosis. This is influenza. This is pertussis. This is COVID-19. And in order to reliabl
I think we're coming to that inflection point where an Apple or a Garmin or a Polar or whoever else would say, Hey, you know what, the value, the cost benefit of cough tracking now begins to make sense when we're draining your battery 30% faster and telling you something that nobody knows what to do with. That's one value prop. But when we were only draining your battery 5% faster and giving you insights into this whole new kind of science of cough tracking, then I think users will want it. And
There's no way right now within the Apple ecosystem to run the mic continuously.
The consequential contract is iPhones, again, for not just their reach, but because those are the well healed customers. That's the customers with more discretionary spending. Those are the ones who are driving Tesla's Mercedes, going on fair trips. And let's face it, Android phones are a third of the price, a quarter of the price. They may be their clicks are not as expensive.
Apple sold 232 million iPhones in its fiscal 2022 year. And iPhone sales alone generated around 205 billion in revenue last year. Based on that data, we can see that Samsung consumers spent an average of around $357 per new phone, this is a rough estimate, while Apple users spent around $883 per new phone. Again, that's like a rough estimate. But the difference between that is like 2.5 times more on new iPhones as Apple users.
Apple was considering maybe going into the search business at some point.
In 2021, Google reportedly paid Apple around $15 billion to maintain its status as the default search engine on all Apple devices.
Another reason we started with Apple Silicon, you know, how do you do that without it feeling heavy, without it feeling like it's, it's hogging resources?
I love this and I hate VR, but I can see myself using this. I don't use VR. I, I, I, I, I bought a couple of these things. I don't like being, I wouldn't use this every developer on the planet is now looking at this gun.
I think this use case that we're showing in the video here, which is like an infinite desktop, I think is the right way to think about it. I think this is an interesting one for which could really take off quickly in a trade off with the studio display.
The meta is going to be like the Android to Apple in this space, right? So it's going to be the cheaper, they're going to try and make it even cheaper, 500 bucks, 200 bucks, improve the quality, et cetera, et cetera. And they're going to compete with Apple.
I don't think they're going to go from 3,500 down to a thousand in two or three years in two cycles.
at a thousand dollars, this thing's flying off the shelves.
I think they'll have multiple models.
I think Apple is going to be, you know, it's a different market and the price point guys, it has to get down to sub a thousand dollars, of course, the mass market, but that's going to take five years.
I'm not sure I fully agree with you there. I think they're two different markets they're going after.
entire metaverse and meta is done is because of apps. Uh, when you see this demo, what this is going to do, I don't think it, when I say it's, it just killed it. Um, the reason I think it killed it is because if you're an app developer, this is going to be 95% of your focus. You're going to deprecate everything you're doing on the Oculus, uh, or whatever they're calling it. What are they
if you take a step back, you look at almost every scenario they showed it in, it's highly, you know, sort of single player mode. And I think one of the things that we've seen now is, um, you know, people maybe coming out of COVID or whatever it happens to be returned to the office, people want to be in multiplayer mode. And so every, you know, that, that was something that really jumped out at me.
No, it doesn't. Not this version. Not this version. I think, I think there was a couple of issues,
the Oculus, whatever Rift seven. Yeah. What did you think? I think it does. I think it kills.
I'd like to talk about this more like from a strategic perspective, because I think a lot of people came out criticizing the price point. Okay. Like who's going to say, and I want to make it clear, like this is not, this is the first version of something, which is game changing. You're going to get probably maybe even a million people buying it. And version two is going to be cheaper and better. Version three is going to be cheaper and better. And that's not Apple iterates. Apple watch version o
They'll give early access to folks who they know are super favorable to Apple. That doesn't mean they're going to get a glowing review, but I think they know how to use access to early products as a way to shape reviews, uh, which I guess is also, I love in PR.
first impressions is, uh, we love, we love kind of what they have validated because it's been part of our message for years now, which is general, you know, face tech, they call it spatial computing. I'll just say general face tech, AR, VR, whatever, general face tech. It's really hard. It's hard computationally. It's hard from a weight perspective. It's hard from a battery life perspective. And you know, the, the most resourced tech company in the world in terms of who could go after this just
what apple did was they said we will always be a little bit behind you you you will just very slowly add features the features we saw in um communications apps yep wound up in i message right so it's almost like a joke people who have android or have other platforms are like yeah you know ios builds natively into their product what five or six years ago existed existed as a standalone app
if you look at some of the companies that are performing best in the public markets, it's like Nvidia, Tesla, Apple, these are all companies that are like very difficult hardware companies that are like having, you know, sort of long term success in moats, because they tackle these much more difficult problems.
if you have hundreds of billions of dollars or hundreds of millions of dollars laying around as apple google you know pick your company amazon you're going to just start buying these and putting them into infrastructure
if you're doing both you're apple yep reduce the denominator right that's math baby a big setup for them it's math baby it's all math
apple would rather buy apple they want to invest in themselves
to deploy ML onto an Apple platform, you have to use their point solution called core ML and core ML is not compatible with all the models. And so there's all this friction just to get onto an Apple device. ... And one of the challenges here, the fundamental, the incentive structure problem is that hardware makers like Apple, like many other hardware makers always want to build a solution for their hardware. And nobody's trying to build something that scales across everything.
And I said, here's how it would work with the New York Times and chat GPT or Grok and Disney, whoever you authenticate with your Disney plus at chat GPT or vice versa. And then it unlocks these features. So if you're at the chat GPT website, you're at the Grok website or the Claude website, it says connect your New York Times account, connect your Disney plus, connect your Netflix. When you do that, all of a sudden those characters light up, you click on the Mandalorian and you, it gives you pro
I think this is the future of it. If you are selling chat GPT subscriptions, there's two ways to go about this.
So speaking of remixes, the one downside at this point, and I know it's very early on, but it is built for social. It's like a TikTok style app where you're supposed to scroll and you like and you share. But it's as of yet, because it's invite only, it is not very social. There's no good way to find people you know in there. And you could tell, I think for now, it's a lot more fun to make these clips than it is to watch them. So I've seen amazing, really funny stuff that has two or three likes t
They're going to get a lot of lawsuits for that. It's going to be staggering.
And if you didn't opt out, it's in and you can play. Yeah, they're going to get a lot of lawsuits.
That's what the Wall Street Journal reported last week, that they said, yeah, Sam Altman says it's an opt out, that they informed everybody this is coming. Let us know if you want to opt out or not.
I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go to a trillion based on people being enthusiastic or irrationally exuberant. If you remember those two words from another era, irrational exuberance. We are in the irrational exuberance era right now with private companies like OpenAI.
Not a demand issue, a supply issue. Employees in the company didn't put up as many shares as they could have in this tender offer,
A couple of things here. First of all, it is now the most valuable private company in the world. OK, just squeaking back SpaceX, which we talked about a minute ago, and the tender offer was worth about $6.6 billion in total.
But another, you know, firm might have 400 people and make 125K per person, right? Or they 10X it, and they would have, yeah, if they had 400, they would have 1.25. So now you've got 400 engineers working on something, and the engineers are getting paid 500K, and they're each generating 1.25 million. It's like, this could be too profitable, right? You're not ambitious enough. Maybe Midjourney should have done Vibes. Maybe they should have hired 10 more developers to do Sora, right? And make an a
I think the entire future of Reddit is to go there and get an LLM search box and then underneath it have, you know, make it look like Google with the search box or perplexity or anybody, Brave Search, DuckDuckGo, DuckDuckGo, have it be a search engine and underneath it have all of the top communities. And then it should be studying you and doing your for you page and serving you up stuff. And they really should just assume that the era of free search engine traffic is going to be deprecated slow
Well, ironic because Reddit does have a deal with Google that pays them for access to their information. And as we talked about it, I think at the end of last year, Reddit put together its own search product that you and I were pretty bullish on, but then doesn't seem to be discussed or mentioned. I never see people using it. So I wonder if their own kind of in-house search portal is a bit of a flop, which surprises me, frankly, given that I thought that was going to be successful.
So here's a recent chart of Reddit's financial performance as a stock, Jason. Clearly it's taken quite a lot of blows. It was around 240 earlier in the week and now it is down to $208 per share. So yes, a lot of downward pressure there, perhaps from the Google SEO situation.
People were saying that the stock is down because of this, like 5% or 10% because Reddit typically appears in the lower rankings.
The other thing that's interesting is these browsers are a backdoor for training data. If Reddit and Hacker News and Tech Meme do not allow an LLM to scrape their content, right, or to otherwise produce it, well, I'm running a tool on my computer and I'm scraping the website. I'm opening the browser windows. So since it's my browser and my IP address and the Mac address of, you know, my computer, it's not their scrapers going and doing things in the world.
So getting continued growth and having more users sign up for free and then funneling the free users into the paid product. And then, of course, I'm sure these browsers will have advertising built into them.
So the cost of capital for AI companies is very cheap right now. So it probably does not matter if they've raised hundreds of millions of dollars, if they lose an extra $1 or $2 million a month at this point in time.
And then additionally, they were probably reading the room. We're talking about Google Chrome launched their AI companion.
Anyway, that was probably their concern is can they handle the amount of traffic coming in and can they handle it profitably?
I think they probably did this right. They knew it was, when you use the Comet browser or any of these AI browsers, I think your utilization of AI goes way up. It's just front and center in the browser. So you're probably costing them more money and they probably were concerned.
one of the most uh impressive founders i've worked with in a really long time like just a complete he's incredible at hiring incredible at execution highly strategic morphed into a very commercial person i mean when i met him um he was at open ai as a researcher right uh and i actually met him because i think he reached out to me on linkedin and said um hey i was you know i'm working at this lab at berkeley and i joined open ai like eight months ago and this is when nobody was doing generative a
without ever putting them in the cloud like google and having your photos you know train google's llm which i don't think you really want to do
since the antitrust case think about how much traffic they could spill over to duck duck go brave or perplexity or anybody in that kind of zone of excellence it would be extraordinary for those companies
google ended up paying apple tens of billions of dollars a year to use that search instead of developing its own and it was all margin right you'd have to hire all the engineers you didn't have to implement all this stuff you literally just got paid money to just distribute somebody else's search effectively it seems like that's the path that's been taken so far on llms around foundation models
you look at google glass um that might actually be landing soon in the form of these ray-bans that you know everybody can't shut it shut up about for meta so they could have kept going with that
i also think their chromebooks and the chrome operating system is eventually where um ai lands
it looks like waymo will be that one of the other bets
salesforce said they're saving 100 million a year now on automated customer support
you're going to see amazon which has massively invested in this replace all factory workers and all drivers the idea that when you order something from amazon a human would touch it at any point in that supply chain is insane it will be 100 uh you know robotic which means all of those workers are going away every amazon worker all those jobs you ups gone fedex gone every all of those are going to be gone and those companies will be more profitable and when you order something it's going to come
so the new york times got its hands on some internal documents from amazon the cloud and e-commerce giant these are from the 2024 time frame so they're a little bit dated but essentially the company's investments in automation at the warehouse level in particular are going to help it hire 160 000 fewer people through 2027 and the times writes that because they have um up to about 30 cents per package that they pick and then deliver 30 cents is not that much but if you multiply times billions of
okay i was asking because there's a great note in there s1 jason you'll love this uh they were talking about how they're using their ai powered virtual agent chatbot and they say that our ability to control customer support costs even as volume has gone up has contributed to an increase in gross margin from 60 percent in fiscal 24 to 68 and fiscal 25 and essentially they're automating things jason static team size cost savings and uh it's helping the company look more profitable so kind of an ai
so a lot you mentioned nivan which is going public right now it's currently in a little bit of a limbo with the government because the government shut down and such
the average so the average daily is about 15 minutes so the average hux user listens for 15 minutes that is a quarter of an hour so it's a quarter of 25 is like one percent of their day
so then therefore hux really is uh something you take with you as you drive as you cook as you eat so it's designed to be an additive to your daily life so it can fit into time that you already have you don't have to make room for it
on the habit point you guys had to make a choice between text and audio and you made the decision to have hux talk to you and not only in one voice but one thing i noticed was there was a back and forth between a male voice and a female voice on my end and that did make it pretty darn engaging
it feels like early notebook right where it feels like the next stage the next chapter where people are really turning the page you know more or less people have heard about ai at this point but now we're getting to this place where it's like okay what can it really do right aside from me just sort of like trying it out one time how does it become an actual habit and so it feels like we're actually getting there
you made a product that everyone knows i've actually like no joke notebook lm is in our circles a smash hit so i really do feel like you could you know brush a little dust off and be proud of it
i think it's been really exciting i was actually i was bragging to some of my friends recently which i don't do too often but i was like guys oh
hux came out um in september out of kind of early access or beta
when we've talked to the people who use hux people love it right it's like truly different
when i signed up for hux it said hey can you connect your calendar can you connect your email and then what are your major interests and then from there it started to essentially tell me about things that i'm interested in we're talking about apple and stock market and startups and i was like okay well fair enough that's pretty much dead on
it's super new but what it is is it's personalized and proactive audio
i love playing with new apps and i got to play with hux and frankly i really like it
with recent announcements on our end we're automating support for those actually so you can upload those types of videos that don't have to come from that forty thousand dollar camera can come from an insta360 or gopro and you can have a what they call a unique field of view so we will handle all that complexity for you and you can just get a video file or stream that works right out of the box
we're currently raising but we're not hiring just yet we will after the race
they've said this is a developer kit we're going to make it it's going to weigh a little bit more obviously components come down like the um iphone air so for now we want you to get as much resolution as much of the power
the battery life is obviously not fantastic but it's not terrible it's so thin and the only really i think bad decision is they went with this um very fancy camera that juts out i would have just put a regular camera in and just made it totally flat but it is the first time i held an apple product since maybe iphone 4 and said holy cow this is incredible yeah or maybe the original macbook airs i haven't said oh my god this is incredible in years for apple and this is insane how thin and lightwei
able to sit through a full nba game and i think that's really what they're they're going for in the upcoming year
the iphones can take spatial videos and they can take spatial photos right now so you have the capability to already start capturing the media you want because you can instead of just looking at it on a screen later a photo of a family member you can step back into that scene with the vision pro
i thought it was kind of a gimmick in a sense i didn't i didn't like the resolution of the image it was very fuzzy but you know when you try this on it's a whole different experience
well we can jump straight to nba apple and spectrum announced that there's going to be live nba games early next year in 2026
i know you've got a lot of investors who've been interested
you're basically with your company skating to where the puck is going which is exactly uh where i like to invest
you had a heck of a time i think getting investors or people to understand what you're doing over the last couple years we met i was like yeah this is the kind of crazy i'm in for
making sure that there's live apple mercer video which is that 16k ingest is a huge priority
there's a lot of demand in spatial video enterprise is is really where it's at
the cost of just storing your video inside aws will eclipse a total uh spatial gen monthly plan to just get it up
spatial is really 3d media so 3d videos apple immersive videos 3d models uh gouging splats for the u.s air force really things that that live inside the 3d space there need to be tools that handle these type of uploads that are sophisticated enough to process them and cheap enough to stream
yeah so this was about immersive video experiences and how to create them and they brought on apple brought on a lot of third parties near the end like black magic design that does the camera system for this yeah and uh color front which does your onset dailies which is really something that a lot of production teams need and then we were brought on near the end of that about how to distribute your content and get it in the hands of your customers so so we gave i believe like a eight minute or s
one thing i i tried not to say publicly at the time was we were not down during the aws outage
so people will want immersive content eventually and so imagine exploring you know uh sports is uh probably the one where people get a lot of um it's easy to imagine wanting to watch sports in an immersive way and being able to stream that is highly technical okay yeah welcome to the program zach from spatial
yum yum yum for jcal in our accelerator this is a great founder when we saw this product we were like man ar and vr uh and all this stuff is gonna eventually land and you're gonna need tools picks shovels and partners speaking of partners to do
I feel like we're like a year or two away, though, from having enough RAM in every single new Mac computer that we're going to be able to run local models without it being a question. It's weird that we're not quite there yet because RAM isn't that expensive.
You know what? I think it's the thing that differentiates them and is a large reason why people are buying iPhones. iMessage. Yeah. iMessage. Not having a green bubble, having a blue bubble instead. And so it's completely within their gate to, to reserve this right.
if you tried to do this, Apple would block it, so you have to do it in different, you know, different engineered ways.
The challenge with these is people aren't willing to pay for them. So, you know, with all of these you're going to really need to make sure that insurance companies are willing to pay for this kind of stuff and they tend to be a bit niche. So while it does impact everybody, the key to the success of this company is will insurance pay for it? What will they pay for it? And is it defensible? All that great stuff. So it does seem looking at their website, they do have a page about providers and the
as time goes on and you think about the efficiency of solar panels, how much they've changed in 15 years, efficiency of batteries, how much they've changed, and then autonomy and chip technology and AI. These things are going to be able to fly extremely high without pilots, without oxygen, without a bathroom, without safety concerns. You can just fly these things, you know, 50,000, 60,000 feet where there's less atmosphere and they could be real game changers and they could be flying all the tim
So a startup like this needs to keep their burn low and have the right investors so you need to have like a Steve Jurvetson and I think his fund is future fund now and I think he told LPs be prepared for a 20-year whole period as opposed to the classic 10 to 15 years. Wow. So you just need to match the investor to the window and that would be what Zephyr used to do here.
My thought though is that in the wake of the meta-FTC deal that we said was going to be a starting gun, because it said that meta didn't have a monopoly in personal social networking because of competition and changing technology. It's hard to prove. I think that applies directly here, Jason. How can you say that Netflix is going to be anti-competitive here when they still have Disney Plus on the side and they're up against YouTube and they're up against... Peacock.
It's super cheap. You have to own the IP as the reason. You have to have the IP as the reason.
AMC is worth $1.2 billion. They're the largest U.S. chain by screens. And Disney's worth about $190 billion, Jason. So this would actually be a tiny deal that would be very easy to afford.
Disney owns several movie theaters in Los Angeles. The Crest in Westwood and most famous is the El Capitan in Hollywood. They do special events there all the time. Sometimes like Ariel or Moana comes out to greet the crowd and say hi to the kids. So Disney already in the movie theater business.
Oh, that's brilliant. Disney, when I am in charge, is going to buy the movie theaters or buy out the movie theaters.
This would change the dynamics of everything. And then this would make Disney Plus catch up and then exceed Netflix.
Disney now has a clear path. Disney should buy the movie theaters. Disney. Anybody who owns Disney Plus should be able to go for $1 per seat to any Disney film.
Netflix does not have this much cash that it can just throw around.
But when you take a look at it, you can see that its EMEA revenues are nearly as large as its U.S. Canada revenues. And it's doing quite well in both Latin America and the Asia Pacific. ... And if you don't know, Jason, these are all enormous companies and they're growing quite well. But the largest growth rates are actually in the APAC region.
a company like Tesla could be sitting on 30 40 billion a company like Meta Apple could be sitting on hundreds of billions of dollars
well Apple Health obviously really cares about this Tim Cook cares about it and they've tried to maintain an app store where like the Google the Apple health data is not a really good app it's just kind of like the raw data and then other people build on top of it but people I think got frustrated I certainly did with my data inside of Apple because I was like just tell me my sleep score
Bose is strong. Apple is strong. There's Sony is strong. There's lots of audio companies, right?
My own bet, by the way, is very bullish on Apple because of that, because they have some of the best consumer CPUs in the market today with the M series chips, I'm reading, uh, to the data on the edge, the personal data on the edge, as long as the models can get small enough and strong enough.
for somebody specifically, somebody like an Apple or maybe a meta that hasn't been able to really build out their AI capabilities, this could be incredible gem.
Apple is doing something similar to a degree, right? With their advanced chips that they're putting into their phones and having the ability to take that intent and determine what's the right intelligence. You know, it's the whole don't drive your Ferrari to the grocery store to get a gallon of milk. So if, you know, if Apple can determine that, okay, this can use a locally run model on the Silicon or, Hey, this is a little more complex. We send it to PCC or we send it to our partner, Google, yo
get away with the Apple tax for so long is because they don't compete with the app level. They're just very, very, very generous. Can I disagree here slightly, Jason,
You know who's the best company at not doing this, Turner? Is Apple. Every time Apple does their WWDC or they launch a couple of new apps, they're like, look, we have Notepad. And nobody who's using Evernote would say Notepad is an Evernote killer. It was like, they make Notepad from mom and dad, your cousin, your brother. It's the most basic thing ever. But if you look at Notepad today, 10 years in,
So there is a very subtle antitrust gentleman's agreement in Silicon Valley where those big CEOs, you know, are not looking for your recruiters to dial for talent.
I think this is why Google and Apple, you know, it's a much better partnership.
The relationship became strained
Apple cannot compete with OpenAI's stock options.
And this is going to light a fire on to Apple to be more innovative.
Sam's going to build stuff. Will he be able to compete with Apple stores and Apple's fit and finish? Yes.
They're going to be competitors with Apple.
the idea today that you cannot have a group text message that can only include iphones you know right chance one of your friends has an android phone you're basically fucked it's kind of
if you had to stack rank to risk i think facebook is number one at the top of the list then i think it's google then i think it's apple and then i think far far far down is amazon
it was weird it didn't feel like tim cook should have been there it was like kind of a random thing that he was there because everyone had an axe to grind and the axe that everyone had to grind was a little bit different it wasn't like this was a true objective discussion about you know antitrust and so the the axes that people had to grind were kind of pointed at google and facebook and amazon in different ways uh tim cook was kind of you know hey this is cool you guys go ahead and give your re
combined with a deep platforming, not at the account level, but now at the application level by Google, Apple, and Amazon. And none of this has been explained. There is no policy. What it is, is an, an appropriation of power by oligarchs.
You could turn your iMac, you could turn your iMac at home into a into a web server and you can make it available on the internet.
you don't need to go to Apple's App Store or Google's Google Play, you can put an app on Android, you just don't need to do it through Google Play. And if you don't want to use Apple's, you know, OS, you can use another phone
If Google and Amazon and Apple have censored you at the operating system level, and remove you from Google search results, how in the world is anybody supposed to find you?
You also had the de-platforming of Parler, which is sort of the Twitter alternative, by Google and Apple at the same time, and Amazon.
what strikes me though is um a failure of leadership at these organizations you know you guys think back to brian armstrong's kind of purging of the woke mob and the political discourse that was happening at coinbase a few months ago he took a point of strong leadership um to a new level and i think it highlighted when the leader steps up and says this is how we're going to operate these are how we're going to make decisions and puts his foot down um people will leave and you evolve the culture
i think is that if you start to arbitrarily enforce it you go down this weird place which is like basically i think what they're saying is if it's good for business we're going to ignore it if it's not obvious that it's good for business we'll act because it's a low cost way of keeping the masses um you know that the medicated and i think that's what's even scarier to the 2000 people it's not that you know they should feel proud that they got their pound of flesh but they really should figure ou
the bosses of apple caved into this pressure they were total cowards they never even gave agm the chance to explain himself they never asked him what did you intend by this passage what were you trying to do and by the way they knew about this book when they hired to say it's even worse they knew about the book
that of course they're now incentivized to have a back door and live under a gag order because their their defense in a back room is you guys you know when when in the light somebody says we should break you up in the dark they can say guys come on we got a back door you just come in gag order us give us we'll give you what you want
with the san bernardino shooting they refused in a terrorist shooting a known terrorist shooting to not give a back door
in fairness to apple friedberg um they have locked down the phone and they've moved all of this information from the cloud or they're starting this process and saying we're going to keep some amount of this data encrypted on your phone
so this is why apple's moving everything to your phone right
imagine if apple didn't have apple maps pre-installed on the iphone everyone would download and use google maps right i mean they're are yeah map quest or whatever and so um you know or whatever startup came along in like ways and said hey we've got a better map but because they have this ability to kind of put that apple maps in front of you as a consumer and it's a default on your phone you're more likely to just click on it and start using it and you're done it certainly opens up this window
apple for example is making in both advertising the push to privacy as well as implementing the push to privacy you know this last wwdc you know they really threw the gauntlet down you know they were really trying to blow up um the advertising business models of google and facebook um and as consumers become more aware of that they're probably willing to pay more
i think there's something analogous happening with apple and google and the app stores we had a congressional hearing pretty recently in which you had spotify on other apps complaining about what apple was doing to them saying they are making our service non-viable with the 30 percent rate that they're charging you remember bill gurley had a great post about this saying just because you can charge a 30 rate doesn't mean you should right now we're seeing this blowback from this massive 30 rate an
This is where you can expect the politically correct companies to act first, because they're the woke mob will force some action on this issue. Whether you like it or not. But this is this is where the next petition will come from Apple, where the two or 3000 employees who are vaccinated, etc, who have people in their, you know, people in their households with with who are immunologically suppressed. And they're going to say, Hey, guys, this is crazy.
He turned him down. Drew turned down Steve Jobs.
don't just buy Dropbox. Buy Dropbox and put Drew in charge of all services for Apple or something.
they have a mixed history with acquisitions as well.
$140 billion? They could make some very interesting moves, including, you know, overpaying for Dropbox, Waze...
I think they should, absolutely. Do you still have the balls to do it? Or, like, we didn't invent a culture?
That's why I like Simple Notes. So a lot of that, again, mediocre.
If you're on Wi-Fi and you have an iCloud account, which you really need, it backs it up. That's amazing. I mean, and think how much data that is.
They do some things that you don't, I think, appreciate that are amazing. Like, for example, iCloud backups of iDevices.
Hardware, software, services. I've never heard services emphasized like that. And to me, it was interesting because they were so bad at it. They're terrible. Terrible. Compared to Google, especially. Like, has iCloud? MobileMe didn't work.
He talked about how they could develop apps for other platforms, which outside of iTunes, they've never done, and they have never done iTunes for Android.
Would never have happened under Steve Jobs.
Steve Jobs, you know, he said stuff. He may not have said, like, here's a new product, but he would say, yeah, these people don't get it. This product sucks. Like, this is the way products should be made or this is what matters. You know, like, he would take on, like, an industry issue. Like, if you were talking about, like, 4G or 3G or whatever, bandwidth or pricing individual songs, versus albums, he would just go at it.
I, I like to think that it doesn't matter how many smart Mensa people you have in your company. Sooner or later, you're going to get defocused if you do a thousand things and you can't do all thousand things super well.
I think they're going to keep investing, as I said, and trying to make their product better. It makes sense. They have a deep heritage in music, um, which they obviously care about.
Apple is not happy about how music turned out and they are going to come back and they're going to get it right
Apple and Google does this and about 10,000 other things. I think there's, um, something huge, um, in, in terms of that focus because it brings clarity. It brings, you know, this is all I do every day. I don't even invest in other companies. I just focus on building this company. Um, and you know, we think by that focus and the thousands if not millions of hours that we produce in just creating that experience, we will win.
I think both Apple and Google are serious in music and will keep on investing in trying to make it.
I made a tweet that I later had to remove, so I'm not going to say much more about that, which was like, wow, this is terrible.
Apple starts with closed and then on a case by case basis they will open it up.
So, you know, we believe that the existence of mods will pull new high value users back to the Android ecosystem. In other words, we think that as the mod ecosystem gets more deployed and robust, iOS users for the first time will be attracted to Android.
Listen, iOS is fundamentally closed. So something like the mod platform could never arise on iOS, right?
So as an example, when Apple launched Apple Music, they showed the Siri integration. Play me some Hawaiian music. And Apple Music plays you some Hawaiian music. But it certainly doesn't work for Spotify, et cetera.
As an example, Apple Maps launched. People laughed at it. Google Maps is still quite a bit better than Apple Maps. Yet today, Apple Maps is the dominant mapping service on iPhone because it's integrated and it's integrated through all these other services, right?
I'm siding with Apple. I'm happy that they've been pronounced, pronounced before they had sort of the coalition of support from other technology companies. So they definitely stuck themselves out there ahead of others.
I mean, Apple's figured it out, but they've got a certain amount of buying power that we don't have yet.
I think that it potentially presents some concerns, right? Just like the FBI was concerned about the iPhone, right? With the San Bernardino case, right? Yeah. So, there's always concerns about how are people actually going to protect their data. But it's people's right. Absolutely.
Your Bluetooth 4.2 went a long way, and that's why your AirPods work as well as they do, I think.
And what's pretty cool is, you know, in the past 10 years, like Apple has made this stuff pretty accessible to people in the form of an iPhone or an iPad.
Hey, Johnny Ive has left Apple, which I think is apparent since I saw that $9,000 or $12,000 iMac Pro tower that looked exactly like the tower that they discontinued and came up with the cylinder for. And the stand of that monitor was? $9.99. For a piece of metal. $1,000 for the monitor. Do you know about this?
making iphones in vietnam and pakistan and sri lanka
Cause it's going to be $3,000 in that first dev kit. And then I think people will pay sustained 50% more for these goggles than they will for an iPhone. And I think they'll keep their iPhone. So I think what's going to happen is you're going to buy both because think about it. The Apple store is packed. Apple comes out with the watch. People give up their phones. No, they come out with AirPods. People give up at it. Nope. This is all a creative. I think the goggles people will use when they're s
No, they're doing it. They're doing the reasons that we don't have this is because these are from companies that make all their money somewhere else.
I mean, it is going to be mind blowing augmented reality. I think it's going to blow away the iPhone. I think the iPhone is toast when it comes to these things. And that's why they're never going to do it.
And they're out of ideas and they're absolutely trapped in the iPhone.
Yeah. And Apple doesn't know what to do with their money. Apple does not know what to do. They're just like, because they don't want to buy things. They like to build everything themselves. So they buy back their shares. The money keeps piling in.
I'm just counting the seconds until Apple buys Sony. Like Apple's just buy PlayStation now. Why isn't Apple more serious about gaming?
I came to learn that Apple was not the think different, you know, the kind of bold and creative company that I think most consumers think of it as.
Apple's the first stock I ever bought. I was 12 years old. My mom actually went to Oakham Bank and bought me a few shares of Apple. I still have it in my account to remind me what it takes to build a company. Steve Jobs dies, terrible. And then, you know, Tim Cook takes over. Tim Cook's the supply chain guy. I mean, they've really optimized profitability. It's unbelievable the, you know, $2 trillion market cap or something now. But man, when's the last time they need a new product?
But Apple has pledged to put $275 billion as one company into Chinese manufacturing. You have one company putting in more than five times as much money into manufacturing advanced technology as what is supposed to be a landmark piece of U.S. legislation.
all the people at Apple who are working on an iPhone that can be sold to the U.S. Air Force, that same iPhone is also being sold to Russian intelligence. That same iPhone is being sold to the Chinese Navy.
apple has said this is going to be our reason for you to choose our cloud is that we're going to put the local settings we're going to put your data on your phone encrypt it we don't have access to it use use apple for this reason of course they're also building a multi-billion dollar ad business at the same time in apple news and their app store so there's that
This is a multiple shell corporation, by the way. So there's Immersive Health Solutions, LLC, Inc. in February, according to records obtained by Bloomberg News. So Bloomberg seems to have been doing some good data journalism here. That company itself was registered by another Delaware shell corporation, the corporation TrustCo, which is typically used for filings by firms looking to avoid detection. And the RealityOS trademark used that same firm, the corporation TrustCo shell company.
Now, we should also note that these have not been granted. They've just been filed. FYI. I'm just saying like sometimes, you know, we tend to get there's been years and decades, there have been decades of journalists getting very excited about Apple trademark filings that never go anywhere like there's a or that take a really long time. Like if this has been filed, but not yet granted, and it could take some time to be granted. And then it could be appealed. This could still suggest products or
this all sort of suggests that something in the frame, you know, something in the realm of reality is what they are gonna call this super secret project, which is expected to use VR and AR, but nobody knows very much else about it. Like we keep, you know, having Mark Gurman, right from Bloomberg on to go through the rumors, but we're still solidly in rumor phase, but maybe getting closer.
these companies, Apple, Facebook, Google, maybe a little bit Microsoft, are the most sensitive to valuation, because they are the most widely held, right? These are the, these are the, you know, the equivalent of US treasuries, in the equity markets, the safest, most predictable, safe haven in times of stress, if you want to own big, chunky cash flow generating businesses that, you know, are relatively unassailable, you couldn't pick four better businesses than those. And so the fact that they s
Apple got walloped in the market for the first time in forever. Apple pull back iPhone production for the 14 after slower than anticipated demand.
which is that there was a point in 2016 and 2017 where you literally could not give away apple stock
and the big turn of the dial and you know some say it was carl icon who knows was this theoretically this famous dinner that carl icon had with tim cook where he laid out a plan and it's like listen you need to start managing costs better managing opex better return a ton of cash buy back the stock and you'll be a darling and tim cook was rewarded and he's he's been rewarded with an incredibly performant company and so you know google is slowly inching towards that plan microsoft
apple just announced in non-r d functions a hiring freeze this is apple like the most valuable most profitable company in the world so if apple basically is putting the brakes on non-engineering hiring that tells you something about how fast the economy is slowing down i think that was a huge signal
the ad networks themselves are already being massively hurt by Apple's ID changes
the thing to keep in mind is apple had a moment like this and when apple went x growth they did the brilliant thing which is they said we're going to borrow heavily and we're going to return cash i may have posted this in the group chat to you guys by 2025 apple will have exceeded one trillion dollars of cash distributions
in the 1970s companies like microsoft and apple from the get-go had to be profitable
if you look at google facebook microsoft and apple and ask yourself when was the last hugely disruptive thing that they've created you're hard pressed to find something that was even done in the 2010s ... the iphone for apple iphone was 2007
what happens to companies like Apple or Facebook or Exxon who have race based programs to try to attract African American engineers or Hispanic chemists whatever the program is that you want to come up with will those get challenged and will those companies have to change and my friends thoughts on that were yes that those would also change and that's going to have private enterprise and how they approach this stuff and how DEI works and all of that stuff and frankly how ESG works because some o
Yeah, no, I agree with that. So first of all, these app stores are absolutely monopolies within their ecosystem, and Apple and Google Android are absolutely a duopoly within the mobile space. My experience with these types of monopolies or gatekeepers is that they exercise more and more control and extract more and more of the value over time. It's an iterative process in which they just keep, you know, extracting, keep taxing, keep imposing more rules on the ecosystem for their benefit and to t
they lost, and they appealed and there's one element that's being appealed to the Supreme Court now, but basically they lost and that's over.
unlike in Apple, in the iOS, if you try and download an app off the internet and install it, it has to go through the app store has to be Apple verified, in order to be allowed on the phone.
watching a basketball game, it actually is quite compelling to have all the stats on the screen with you and you can kind of move them around.
Remember, Apple screwed them and was like, you can't track devices now.
Not to say that it's not going to be a revenue generator, but I think that you could just as easily, frankly, instead of impacting Apple's revenues, you can probably go along the makers of SSRIs, pot, bumble and tinder, and you'll get to the same place economically.
I think that the big complaint about the Apple devices has a lot of capability, but it's still a pretty huge device to wear on your forehead. This is not really going to be comfortable enough to be something that people want to use all the time. I mean, there's also a question of use cases, but they're getting there with the use cases. In any event, I do think that Apple Vision Pro is, it's like I said last week, it's a useful prototype or proof of concept. And it will get better. So I'm glad th
training is incredible. There's spatial video recording on it. So it looks like you're living through the experience that someone else had. So you can train someone how to do a difficult task. And rather than have a human go spend hours training a workforce, the workforce can be trained by the goggles in a way that you cannot do a two dimensional video today.
I'm reasonably optimistic about where this goes. It's definitely v1. I feel like it's the iPad days, where no one's really sure where the applications are. But yeah, enterprise applications, unbelievable makes total sense.
literally every aspect of this job will be massively improved and productivity will go up by 10x with these goggles.
What Apple solved is that you're like still in reality. But then you get to interact with these three dimensional kind of objects in reality. And it's like really well done. It's definitely the one and there's going to be incredible changes in the next couple of generations. But it gets rid of all that dizziness disconnected kind of stuff that happens with the the full VR experience, which I thought was really incredible.
this is apple's open source image model it's called maggie mgie this is apple's open source image model it's way behind this looks like gpt 0.1 they got
they have an image model and i just dropped in the hugging face of it you can basically upload an image and just give it a text prompt of how to change the image
I gotta presume that Apple gets their fair share of these people. ... it's quizzical to spend that much money to not necessarily be willing to compete on the human capital to not necessarily be in the market acquiring these businesses.
Not only are you not starting from zero, not only do you have the foundational models that are excellent and available in open source, you have probably the most prolific set of training data that has ever been created in the entire world to make these models kick ass.
One's a mechanical engineer and one's a computer scientist. They're not fungible that way.
30 billion, like not a couple of crumbs fall out of somebody's pocket. And so there's 50 million allocated to just like, you know, mucking around with Llama or mucking around with Mistral.
It's like Yahoo adding Google search, right? And then, by the way, on the heels of turning off cars and losing these antitrust issues in Europe,
It's akin to IBM in the 70s going to Microsoft and basically asking them to build the operating system for them. When you're such a dominant company in such a dominant position, but you abdicate your responsibility to innovate,
Like Jamal said, even if Google Gemini were great, you'd still want to invest in having your own thing because it's such a strategic technology. Why would you ever outsource it to your main competitor? But in this case, you know that Gemini was terrible. It was a fiasco. And so the story makes no sense. I just can't believe it's true.
I think that if Apple were completely left unchecked, it would figure out ways to boil the frog and keep extracting more and more value out of downstream applications.
And that's exactly what Apple does consistently. They consistently try to squeeze.
And I think interoperability is actually in the long term going to be in their best interest. They use interoperability when they need it. So Apple Music and iTunes, they allow you to use Windows and Android. It's only when they see an advantage. And that's really the hypocrisy of Apple. And I think it's really important that the industry stand for more interoperability and the ability for you to load any software that you want on your device. This is a compute platform. The ability for them to
The issue is the cat and mouse that Apple is really good at playing. They will push their advantage. And so we see the five things that the Justice Department wants to go after here. But the App Store is obviously one of them. And before that, I mentioned some of the other categories where they do this abuse of power. They basically keep it up as much as they can until they get checked.
It's slightly more in the U.S. now it might be 55-45 right now.
Android is an open operating system. Google has a fork of Android that they put on certain smartphones. There are other smartphone makers that use other forks of Android. So Android has enabled and the reason Google bought Android was to provide a counterbalance to exactly the dynamic of one handset manufacturer having an operating system that could control access to the Internet and to apps. And so Google open sourced Android, many handset manufacturers use their own versions of Android to put
I actually think just to give the government lawsuit some credit, I actually think it's good to hold Apple's feet to the fire and make sure they're not engaging in anti competitive tactics. One of the things I've said previously on the show is that I think the government's been making the mistake of going after bigness for its own sake. And I don't think that bigness in and of itself is bad. It might be a reflection that the company's done an incredibly good job. And that's why it has a lot of c
But Google and Apple don't price fix because Android is an open access system, you can put any application you want any way you want. There are several app stores to put Android apps on your Android device. Google operates an app store called Google Play, but there are other app stores you can go to as well. And they all have different prices and Google's app store cost, by the way, are not Apple's and they're not 30%. And we talked about this last time, I'll pull it up for you again, it's like
I think the settlement will be iMessage releases. They allow the thing about the Apple Watch, it's not just sacks that they're allowing it on Android. It's would you allow Android watches to connect with the SDK directly into the iOS operating system, which they block you from doing. I think they should just have a little switch in your Friedberg settings that allows you to flip it and say, I take responsibility for allowing third party stores, and I want to be able to load any software. It's yo
I think these things all get settled.
I don't think anything's going to happen here because it's taken them five years to file. There's at least a 50% chance that the administration is going to turn over, which means this lawsuit changes or goes away entirely. And then even if it does kind of proceed, it's going to take 10 years of very detailed arguments for something to happen. And frankly, probably in 10 years from now, we've already moved to a different compute platform, and this is not going to matter.
I think that they're being petty.
I think this is going to be actually a huge win for Apple. Because if they allow iMessage on Android, they would get all those users to download iMessage and they would have all those users. If they made the watch compatible, they would open up many more people to buy the watch. And you would get more watches. I think that Apple's thinking way too short term about the lock in here, and they should allow more of these apps, allow more watches, and they should allow the gaming thing.
They blocked the ability for you to use Audible or, you know, other marketplaces to buy books and media. They blocked the ability to use other media players like VLC, blocked the ability to use browsers. And if you leave Apple unchecked, they just keep making it worse.
is it really the case that a green bubble versus a blue bubble is really that limiting? You know, it's not the end of the world. It's annoying, but not super limiting.
Most of the smartphone market is actually Android driven. So this is a premium product that people are willing to pay a premium price for, even if that means limited access.
I'm a little bit doubtful right now that the government's going to be able to win this case.
I'm a little bit skeptical right now that the government has a smoking gun. At least one hasn't been reported in the press.
I haven't read the filings, but I read some of the press coverage about it. I would say based on the press coverage that I read that there's not really a smoking gun here. At least the press hasn't reported one. And what I mean by that is, let me give you a couple of examples that were in the press. One is that apparently the filing made a point about when Tim Cook was confronted some time ago by a user saying when I try to send a video by text to someone with an Android phone, it just doesn't w
To be honest, I haven't read it and I don't really know like the odds of these things just because it seems like some of this stuff is so clearly political. And I think that these things have seasons to it in the sense that there are moments where these things are more likely to go in the favor of the company and more likely to go in favor of the government. The one thing I'll say is that these guys have been losing a fair number of these things. So they're kind of 50-50 in their fight with Epic
i think that apple really cares about privacy when they're trying to hurt a company they don't like i.e meta and they're willing to figure out a way to work around it when they're behind that they clearly support open ai
they're aware that this is an issue they brought up privacy every single time but people don't trust open ai and they do trust apple so this is strange bedfellows
having all this local data is a huge advantage for apple they've got your messages your phone your calendar your photos your app behavior the data inside of your wallet all of this gives them a huge huge advantage
frankly apple did exactly what i said they should do last week which was to reinvent siri as an llm with the ability with the capability to reach into apps as an agent and take actions on the user's behalf that's what they effectively announced however apple took a shortcut to get here they partnered with open ai and this is something that i don't think they've ever really done before at the operating system level apple is famous for being vertically integrated for being a walled garden for bein
the thing that i was struck by the most in this is we went from a phase where in the steve jobs era these events were because you were about to unveil a product that was done and shipping as of that day and then at some point we transitioned to they are talking about products that they intend to release within a year now we've shifted to the part where they're talking about software integrations from a third party that will happen in a year so if you just look at it sequentially it's a little di
i think this means that apple is going to win the ai consumer there is a deal with chat gpt that i'll get your feedback on gentlemen in a moment according to sources apple is not paying open ai it's a non-exclusive deal chat gpt can be swapped out apple is also talking to google about a similar deal obviously it doesn't take a genius to predict that apple is going to auction off the llm integration i think to the highest bidder they did that with the search deal google pays apple 20 billion to b
Apple's an example. They brought hundreds of billions of dollars back from other countries into the United States and invested it here.
it does stand to reason that Buffett is building up a war chest here, and he's somewhat defensively positioned. ... it seems logical to infer that he thinks that the risk-reward right now is not great on public equities.
Apple, however, is not regulated. And it is very clear that Apple is facing very deep and severe financial impact from the regulatory authorities that are overseeing the business. ... that transition could be financially painful for Apple.
The management in this company has not changed. The return profile on cash invested and cash returned has only improved since he put money in. They're generating more cash flow. They're offering more dividends. They're doing more stock buybacks.
He had the partnership with Apple teed up. He had won that. He fumbled that one.
Huge lawsuit now with Apple.
Apple did a major deal with Sam Altman specifically. Tim Cook and Sam Altman did this deal, if you remember, to make ChatGPT the opening default.
I think Apple will have two of them.
we incinerated the relationship with the most important consumer technology company in the world, Apple.
iPhone is now the majority of smartphones in the United States. It's not like a small thing with Android having two thirds and Apple having one third. Now it's 55% Apple, I think, because they came out with the lower-end phones and the more accessible ones and may have the best product compared to Android.
One of the things we've talked about in this pod is that we shouldn't shut down M&A, but the FTC should limit anti-competitive tactics by these big tech companies. Yep. Apple, really good example, because they drive everything through the App Store. You're not allowed to do side loading. They want to take, what is a 30% piece of any sales. You're not even allowed to have a link inside an application to drive the user to the website. Except that you're up now.
there's great technology companies that are input driven think amazon apple and there's great technology companies that are output driven so you can choose but certain people are going to be better in some environments and other people are going to thrive
i said smartphone manufacturers apple stock was up 30 in 2024 but i think we've all seen that these uh smartphones aren't advancing and people are taking their times the sales of those are down services are up
But look, I think one of the big lessons here over the past 25 years is that you have security first, security has to be worked out first, then you have trade. If you build your whole supply chain and all your trading relationships with countries that are fundamentally adversarial to your interests, and we can get into that part of the U.S.-China relationship, but I think most people would say that we're in some version of a new Cold War with China. Obviously, you're going to have to revise your
Yeah, they should do it. But I'm just saying it's not going to get done in 18 months.
Bet. I say no way. But I think this is geopolitically smart.
for the first time ever last month, our search volume actually went down.
Obviously, we all know iPhones have elite customers. Those are very precious searches from people with a lot of money because iPhones are expensive.
Google paying Apple 20 billion a year to be the default search engine on iPhones.
On the scale of innovation, it's a horrible thing. And the reason is that we all just get old, our skill sets become rusty, and we don't have the energy or the capacity to think about what the future actually looks like because we are not living it. And then what happens is you task those decisions to people that you try to hire. But you saw it in the clip with Sam. Even in all of that crazy recruiting chaos that's happening right now for these brilliant machine learning and AI people, maybe tha
No, this has happened many, many, many times in many industries before, which is that companies that were stalwart organizations transition themselves from being a growth business to being a cash cow.
Apple, Apple being told to onshore and stop buying from China. So their supply chains being disrupted because of tariffs.
The only one that I understand why it's down this much is Apple. Because it's not clear that they're even baking something in private, there's nothing public, there's nothing private, it just seems like they're transitioning into being a cash cow, and getting into sort of that cash harvesting mode.
XAI and Apple are natural partners. There's been a lot of news about Apple thinking about buying perplexity or mixed draw, but that's just a bandaid. Those companies don't get Apple what they need. And Apple's had an incredible partnership for many years now with Google that's generating tens of billions of dollars for both companies. And I think there is solid industrial logic for partnership. You could have Apple grok, safe grok, whatever you want to call it, you know, so that Apple feels comf
Microsoft and Apple went out with 1,000 and 1,200 employees each and about $400 million in revenue in today's dollars, 120 million in those dollars.
if you look on the right hand side and the mag seven what's so interesting is apple microsoft meta and alphabet the market is completely flipped the other way and what they're saying is we believe that these cash flows are essentially monopolistically durable forever that's the only reason why you would walk them up like this
so it looks like the generational run for mac mini is just about over
VentureSignalScore 79/100 for apple, composed from 1 of 4 components (index v0 cross-signal), discounted ×0.79 for 30% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_magnitude | 0.3 | 1 |
funding.round.amount_usd 2025-10-04 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
Form D filings — the company's own authoritative record of a Reg D private raise, filed with the SEC. Primary-source evidence: not commentary, not inference. 2 filings, latest 2023-10-11.
This company publishes models on HuggingFace — observable proof of capability, ahead of any product announcement. Adoption is measured in real downloads.
Gray-market attention, not quality. 50+ HN mentions (peak 2608 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention · some SEC filings on record. ▲ 2608 Apple Vision Pro: Apple’s first spatial computer 2023-06-05 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.technical.assessment | {"council": {"dissent": false, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.2, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_do | derived | council | 2026-07-25 | promoted | 0.28 |
common_name | Apple | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
community.hn.max_points | 2608 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [] | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=36201593", "title": "Apple Vision Pro: Apple’s first spatial computer", "points": 2608, "created_at": "2023-06-05"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=36201593", "title": "Apple Vision Pro: Apple’s first spatial computer", "points": 2608, "created_at": "2023-06-05"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=36201593", "title": "Apple Vision Pro: Apple’s first spatial computer", "points": 2608, "created_at": "2023-06-05"} | observed | artifact ↗ | 2023-06-05 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=36201593", "title": "Apple Vision Pro: Apple’s first spatial computer", "points": 2608, "created_at": "2023-06-05"} | observed | artifact ↗ | 2023-06-05 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=36201593", "title": "Apple Vision Pro: Apple’s first spatial computer", "points": 2608, "created_at": "2023-06-05"} | observed | artifact ↗ | 2023-06-05 | normalized | 0.20 |
description | Apple was taking a strategic approach to build an app store business and support developers. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
funding.round.amount_usd | 4600000 | observed | artifact ↗ | 2025-10-29 | normalized | 0.50 |
funding.round.amount_usd | 6600000000 | observed | artifact ↗ | 2025-10-04 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "this all sort of suggests that something in the frame, you know, something in the realm of real | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "So, you know, we believe that the existence of mods will pull new high value users back to the | derived | calc | 2026-07-26 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "This would change the dynamics of everything. And then this would make Disney Plus catch up and | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "so people will want immersive content eventually and so imagine exploring you know uh sports is | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "able to sit through a full nba game and i think that's really what they're they're going for in | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "you're going to see amazon which has massively invested in this replace all factory workers and | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "So getting continued growth and having more users sign up for free and then funneling the free | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "And I said, here's how it would work with the New York Times and chat GPT or Grok and Disney, w | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "investors who've been hiding in Apple are about to have a bad time", "expected_by": "2028-02-1 | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I don't think so. I mean, if you look at the market cap, obviously, past history is no indicat | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I think there probably would be, you know, again, we haven't seen too much retribution with ou | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "this is why I always felt like, you know, Google, Amazon, and Apple, were the eventual buyers o | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "This is where I think it's really going to be interesting to build or buy question, or the buil | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "although they are now making their own content right with Apple TV. So it seems like there may | derived | calc | 2026-08-13 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I would maybe flip it a little bit and say meta and then Microsoft.", "expected_by": "2028-02- | derived | calc | 2026-08-13 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think Apple will show a competing product, not available for purchase, but a competing produc | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "Dan's going to buy back into the stock if they buy Tesla, if they buy Peloton, if they buy Spo | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "This is not happening. This is just a Friday afternoon tweet, spicy tweet from Trump. Ignore it | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Okay, so that's my first point is that this is going to dramatically push us towards speech and | derived | calc | 2026-08-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "Robin Hart is saying Spotify is an iTunes killer.", "expected_by": "2028-02-17T15:28:49.272Z", | derived | calc | 2026-08-18 | derived | 0.70 |
index.ai_tie | BLUE_CHIP | observed | classify | 2026-07-25 | derived | 0.60 |
metric.venture.funding_amount_usd | 4600000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 6600000000 | derived | calc | 2026-08-06 | derived | 0.50 |
metric.venture.funding_recency_days | 1018.0651 | derived | calc | 2026-07-25 | superseded | 0.99 |
registry.signals | [{"claim": "Apple filed a trade secrets lawsuit against OpenAI alleging misconduct by OpenAI's chief hardware officer and claiming over 400 former Apple employees now work at OpenAI, potentially disru | observed | artifact ↗ | 2026-07-19 | normalized | 0.60 |
score.venture_signal | 5.1 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 79 | derived | calc | 2026-08-06 | derived | 0.26 |
sec.cik | 0001989312 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.count | 2 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.filings | [{"cik": "0001989312", "form": "D/A", "filed": "2023-10-11", "accession": "0001989312-23-000003", "index_url": "https://www.sec.gov/Archives/edgar/data/1989312/000198931223000003/0001989312-23-000003- | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.latest_filed | 2023-10-11 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.related_persons | {"filed": "2023-10-11", "persons": [{"last_name": "Fowler", "first_name": "Evan", "clarification": "Managing Partner", "relationships": ["Executive Officer", "Director", "Promoter"]}, {"last_name": "R | observed | url | 2023-10-11 | normalized | 0.99 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN9K7PMZ6PD1Q8BB7DAFSY", "signals": [{"quote": "so it looks like the generational run for mac mini is just about over", "stance": "bearish", "signal_class": "predicti | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN9K7PMZ6PD1Q8BB7DAFSY", "signals": [{"quote": "if you look on the right hand side and the mag seven what's so interesting is apple microsoft meta and alphabet the ma | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV17S8D2B5DWEM6RC5DD7EZ", "signals": [{"quote": "Microsoft and Apple went out with 1,000 and 1,200 employees each and about $400 million in revenue in today's dollars, | observed | artifact ↗ | 2026-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MDB75KWE2D5ZG15TVWHXW", "signals": [{"quote": "XAI and Apple are natural partners. There's been a lot of news about Apple thinking about buying perplexity or mixed d | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VFYGE90Z94JYAAS9SAZSY", "signals": [{"quote": "The only one that I understand why it's down this much is Apple. Because it's not clear that they're even baking somet | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VFYGE90Z94JYAAS9SAZSY", "signals": [{"quote": "Apple, Apple being told to onshore and stop buying from China. So their supply chains being disrupted because of tarif | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VFYGE90Z94JYAAS9SAZSY", "signals": [{"quote": "No, this has happened many, many, many times in many industries before, which is that companies that were stalwart org | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VFYGE90Z94JYAAS9SAZSY", "signals": [{"quote": "On the scale of innovation, it's a horrible thing. And the reason is that we all just get old, our skill sets become r | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EHRR3HJEZ9ESFN1QPCH90", "signals": [{"quote": "Google paying Apple 20 billion a year to be the default search engine on iPhones.", "stance": "neutral", "signal_class | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EHRR3HJEZ9ESFN1QPCH90", "signals": [{"quote": "Obviously, we all know iPhones have elite customers. Those are very precious searches from people with a lot of money | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EHRR3HJEZ9ESFN1QPCH90", "signals": [{"quote": "for the first time ever last month, our search volume actually went down.", "stance": "neutral", "signal_class": "fact | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1P0EM1JFJQ1XEP1RM7AEVV", "signals": [{"quote": "Bet. I say no way. But I think this is geopolitically smart.", "stance": "mixed", "signal_class": "assessment", "speak | observed | artifact ↗ | 2025-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1P0EM1JFJQ1XEP1RM7AEVV", "signals": [{"quote": "Yeah, they should do it. But I'm just saying it's not going to get done in 18 months.", "stance": "mixed", "signal_cla | observed | artifact ↗ | 2025-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1P0EM1JFJQ1XEP1RM7AEVV", "signals": [{"quote": "But look, I think one of the big lessons here over the past 25 years is that you have security first, security has to | observed | artifact ↗ | 2025-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY39A3NT7ZHK2Z2B4F1422N2", "signals": [{"quote": "i said smartphone manufacturers apple stock was up 30 in 2024 but i think we've all seen that these uh smartphones are | observed | artifact ↗ | 2025-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3F5BAGB8PQARB70YVEVJW3", "signals": [{"quote": "there's great technology companies that are input driven think amazon apple and there's great technology companies tha | observed | artifact ↗ | 2024-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4X5YZF08B1ZWVFH2D8PTY8", "signals": [{"quote": "One of the things we've talked about in this pod is that we shouldn't shut down M&A, but the FTC should limit anti-com | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5669E4M2GHS31QR3DZV3FF", "signals": [{"quote": "iPhone is now the majority of smartphones in the United States. It's not like a small thing with Android having two th | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5669E4M2GHS31QR3DZV3FF", "signals": [{"quote": "we incinerated the relationship with the most important consumer technology company in the world, Apple.", "stance": " | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5669E4M2GHS31QR3DZV3FF", "signals": [{"quote": "I think Apple will have two of them.", "stance": "bullish", "signal_class": "prediction", "speaker_name": "SPEAKER_14" | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5669E4M2GHS31QR3DZV3FF", "signals": [{"quote": "Apple did a major deal with Sam Altman specifically. Tim Cook and Sam Altman did this deal, if you remember, to make C | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5669E4M2GHS31QR3DZV3FF", "signals": [{"quote": "Huge lawsuit now with Apple.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_42", "speak | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5669E4M2GHS31QR3DZV3FF", "signals": [{"quote": "He had the partnership with Apple teed up. He had won that. He fumbled that one.", "stance": "bullish", "signal_class" | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5H20F21VEAC9E5VT7Z4HAH", "signals": [{"quote": "The management in this company has not changed. The return profile on cash invested and cash returned has only improve | observed | artifact ↗ | 2024-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5H20F21VEAC9E5VT7Z4HAH", "signals": [{"quote": "Apple, however, is not regulated. And it is very clear that Apple is facing very deep and severe financial impact from | observed | artifact ↗ | 2024-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5H20F21VEAC9E5VT7Z4HAH", "signals": [{"quote": "it does stand to reason that Buffett is building up a war chest here, and he's somewhat defensively positioned. ... it | observed | artifact ↗ | 2024-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY60B5RMHZJ2QJS8RNAHYBGB", "signals": [{"quote": "Apple's an example. They brought hundreds of billions of dollars back from other countries into the United States and | observed | artifact ↗ | 2024-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY629EHWVJRQY4FR8JK42BF2", "signals": [{"quote": "i think this means that apple is going to win the ai consumer there is a deal with chat gpt that i'll get your feedbac | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY629EHWVJRQY4FR8JK42BF2", "signals": [{"quote": "the thing that i was struck by the most in this is we went from a phase where in the steve jobs era these events were | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY629EHWVJRQY4FR8JK42BF2", "signals": [{"quote": "frankly apple did exactly what i said they should do last week which was to reinvent siri as an llm with the ability w | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY629EHWVJRQY4FR8JK42BF2", "signals": [{"quote": "having all this local data is a huge advantage for apple they've got your messages your phone your calendar your photo | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY629EHWVJRQY4FR8JK42BF2", "signals": [{"quote": "they're aware that this is an issue they brought up privacy every single time but people don't trust open ai and they | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY629EHWVJRQY4FR8JK42BF2", "signals": [{"quote": "i think that apple really cares about privacy when they're trying to hurt a company they don't like i.e meta and they' | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "To be honest, I haven't read it and I don't really know like the odds of these things just because it seems like some | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "I haven't read the filings, but I read some of the press coverage about it. I would say based on the press coverage th | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "I'm a little bit skeptical right now that the government has a smoking gun. At least one hasn't been reported in the p | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "I'm a little bit doubtful right now that the government's going to be able to win this case.", "stance": "bullish", "s | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "Most of the smartphone market is actually Android driven. So this is a premium product that people are willing to pay | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "is it really the case that a green bubble versus a blue bubble is really that limiting? You know, it's not the end of | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "They blocked the ability for you to use Audible or, you know, other marketplaces to buy books and media. They blocked | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "I think this is going to be actually a huge win for Apple. Because if they allow iMessage on Android, they would get a | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "I think that they're being petty.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "David Friedberg | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "I don't think anything's going to happen here because it's taken them five years to file. There's at least a 50% chanc | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "I think these things all get settled.", "stance": "bullish", "signal_class": "prediction", "speaker_name": "SPEAKER_26 | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "I think the settlement will be iMessage releases. They allow the thing about the Apple Watch, it's not just sacks that | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "But Google and Apple don't price fix because Android is an open access system, you can put any application you want an | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "I actually think just to give the government lawsuit some credit, I actually think it's good to hold Apple's feet to t | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "Android is an open operating system. Google has a fork of Android that they put on certain smartphones. There are othe | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "It's slightly more in the U.S. now it might be 55-45 right now.", "stance": "neutral", "signal_class": "fact_claim", " | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "The issue is the cat and mouse that Apple is really good at playing. They will push their advantage. And so we see the | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "And I think interoperability is actually in the long term going to be in their best interest. They use interoperabilit | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "And that's exactly what Apple does consistently. They consistently try to squeeze.", "stance": "bearish", "signal_clas | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "I think that if Apple were completely left unchecked, it would figure out ways to boil the frog and keep extracting mo | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "Like Jamal said, even if Google Gemini were great, you'd still want to invest in having your own thing because it's su | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "It's akin to IBM in the 70s going to Microsoft and basically asking them to build the operating system for them. When | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "It's like Yahoo adding Google search, right? And then, by the way, on the heels of turning off cars and losing these a | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "30 billion, like not a couple of crumbs fall out of somebody's pocket. And so there's 50 million allocated to just lik | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "One's a mechanical engineer and one's a computer scientist. They're not fungible that way.", "stance": "bearish", "sig | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "Not only are you not starting from zero, not only do you have the foundational models that are excellent and available | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VAZS7XSBBSCYP048XD6RD", "signals": [{"quote": "I gotta presume that Apple gets their fair share of these people. ... it's quizzical to spend that much money to not n | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY76JAS31C36HNX4Z5BA9693", "signals": [{"quote": "they have an image model and i just dropped in the hugging face of it you can basically upload an image and just give | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY76JAS31C36HNX4Z5BA9693", "signals": [{"quote": "this is apple's open source image model it's called maggie mgie this is apple's open source image model it's way behin | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7865BEFNT01QQMEH0Q8GWG", "signals": [{"quote": "What Apple solved is that you're like still in reality. But then you get to interact with these three dimensional kind | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7865BEFNT01QQMEH0Q8GWG", "signals": [{"quote": "literally every aspect of this job will be massively improved and productivity will go up by 10x with these goggles.", | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7865BEFNT01QQMEH0Q8GWG", "signals": [{"quote": "I'm reasonably optimistic about where this goes. It's definitely v1. I feel like it's the iPad days, where no one's re | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7865BEFNT01QQMEH0Q8GWG", "signals": [{"quote": "training is incredible. There's spatial video recording on it. So it looks like you're living through the experience t | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7865BEFNT01QQMEH0Q8GWG", "signals": [{"quote": "I think that the big complaint about the Apple devices has a lot of capability, but it's still a pretty huge device to | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7865BEFNT01QQMEH0Q8GWG", "signals": [{"quote": "Not to say that it's not going to be a revenue generator, but I think that you could just as easily, frankly, instead | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7865BEFNT01QQMEH0Q8GWG", "signals": [{"quote": "Remember, Apple screwed them and was like, you can't track devices now.", "stance": "bearish", "signal_class": "critic | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7AAWWJ0QPSX3VC6WBKNB8K", "signals": [{"quote": "watching a basketball game, it actually is quite compelling to have all the stats on the screen with you and you can k | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7T2ZWVTDKT8YYPKDZ9DEM7", "signals": [{"quote": "unlike in Apple, in the iOS, if you try and download an app off the internet and install it, it has to go through the | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7T2ZWVTDKT8YYPKDZ9DEM7", "signals": [{"quote": "they lost, and they appealed and there's one element that's being appealed to the Supreme Court now, but basically the | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7T2ZWVTDKT8YYPKDZ9DEM7", "signals": [{"quote": "Yeah, no, I agree with that. So first of all, these app stores are absolutely monopolies within their ecosystem, and A | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9PAQHQCKCVJBTYSHAH8AJJ", "signals": [{"quote": "what happens to companies like Apple or Facebook or Exxon who have race based programs to try to attract African Ameri | observed | artifact ↗ | 2023-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC1YM756EFHDAQPMEZ2PKM", "signals": [{"quote": "if you look at google facebook microsoft and apple and ask yourself when was the last hugely disruptive thing that the | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB60TBEXXC30BDS79H8PYHP", "signals": [{"quote": "in the 1970s companies like microsoft and apple from the get-go had to be profitable", "stance": "neutral", "signal_cl | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB60TBEXXC30BDS79H8PYHP", "signals": [{"quote": "the thing to keep in mind is apple had a moment like this and when apple went x growth they did the brilliant thing wh | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8EW3RYK3J8T2FSVNCHBHN", "signals": [{"quote": "the ad networks themselves are already being massively hurt by Apple's ID changes", "stance": "bearish", "signal_class | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBYG5CHM0Q26F39F7Z97H5Z", "signals": [{"quote": "apple just announced in non-r d functions a hiring freeze this is apple like the most valuable most profitable company | observed | artifact ↗ | 2022-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC33K2FD8ZN8SDFCEGYMKNE", "signals": [{"quote": "and the big turn of the dial and you know some say it was carl icon who knows was this theoretically this famous dinne | observed | artifact ↗ | 2022-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC33K2FD8ZN8SDFCEGYMKNE", "signals": [{"quote": "which is that there was a point in 2016 and 2017 where you literally could not give away apple stock", "stance": "bear | observed | artifact ↗ | 2022-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC8ZGRA2K9QSWSBMPCSJYEW", "signals": [{"quote": "Apple got walloped in the market for the first time in forever. Apple pull back iPhone production for the 14 after slo | observed | artifact ↗ | 2022-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC8ZGRA2K9QSWSBMPCSJYEW", "signals": [{"quote": "these companies, Apple, Facebook, Google, maybe a little bit Microsoft, are the most sensitive to valuation, because t | observed | artifact ↗ | 2022-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDEAQP414YR9DYGZ28374S5", "signals": [{"quote": "this all sort of suggests that something in the frame, you know, something in the realm of reality is what they are go | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDEAQP414YR9DYGZ28374S5", "signals": [{"quote": "Now, we should also note that these have not been granted. They've just been filed. FYI. I'm just saying like sometime | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDEAQP414YR9DYGZ28374S5", "signals": [{"quote": "This is a multiple shell corporation, by the way. So there's Immersive Health Solutions, LLC, Inc. in February, accord | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF7Z51BDDS62QF1P78S9NW", "signals": [{"quote": "apple has said this is going to be our reason for you to choose our cloud is that we're going to put the local setting | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDTMA1EDY2V222JHS9SADPF", "signals": [{"quote": "all the people at Apple who are working on an iPhone that can be sold to the U.S. Air Force, that same iPhone is also | observed | artifact ↗ | 2022-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDTMA1EDY2V222JHS9SADPF", "signals": [{"quote": "But Apple has pledged to put $275 billion as one company into Chinese manufacturing. You have one company putting in m | observed | artifact ↗ | 2022-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDVH52J9MC9YB46E39610AE", "signals": [{"quote": "Apple's the first stock I ever bought. I was 12 years old. My mom actually went to Oakham Bank and bought me a few sha | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE59V48JEEPZYQ1ND9ZQF20", "signals": [{"quote": "I came to learn that Apple was not the think different, you know, the kind of bold and creative company that I think m | observed | artifact ↗ | 2022-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6AW5B0Y3QZAKS6CVC8KQ0", "signals": [{"quote": "I'm just counting the seconds until Apple buys Sony. Like Apple's just buy PlayStation now. Why isn't Apple more serio | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6AW5B0Y3QZAKS6CVC8KQ0", "signals": [{"quote": "Yeah. And Apple doesn't know what to do with their money. Apple does not know what to do. They're just like, because t | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6AW5B0Y3QZAKS6CVC8KQ0", "signals": [{"quote": "And they're out of ideas and they're absolutely trapped in the iPhone.", "stance": "bearish", "signal_class": "critici | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6AW5B0Y3QZAKS6CVC8KQ0", "signals": [{"quote": "I mean, it is going to be mind blowing augmented reality. I think it's going to blow away the iPhone. I think the iPho | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6AW5B0Y3QZAKS6CVC8KQ0", "signals": [{"quote": "No, they're doing it. They're doing the reasons that we don't have this is because these are from companies that make | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6AW5B0Y3QZAKS6CVC8KQ0", "signals": [{"quote": "Cause it's going to be $3,000 in that first dev kit. And then I think people will pay sustained 50% more for these gog | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEA4M6V24PHDK9VP4J2CAQN", "signals": [{"quote": "making iphones in vietnam and pakistan and sri lanka", "stance": "neutral", "signal_class": "prediction", "speaker_nam | observed | artifact ↗ | 2021-06-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEJZ0R57ETB9FXHSAS7BXHA", "signals": [{"quote": "Hey, Johnny Ive has left Apple, which I think is apparent since I saw that $9,000 or $12,000 iMac Pro tower that looke | observed | artifact ↗ | 2019-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYER4M63EXKADPWV2SBQF4XV", "signals": [{"quote": "And what's pretty cool is, you know, in the past 10 years, like Apple has made this stuff pretty accessible to people | observed | artifact ↗ | 2018-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYER4M63EXKADPWV2SBQF4XV", "signals": [{"quote": "Your Bluetooth 4.2 went a long way, and that's why your AirPods work as well as they do, I think.", "stance": "bullish | observed | artifact ↗ | 2018-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYER4M63EXKADPWV2SBQF4XV", "signals": [{"quote": "I think that it potentially presents some concerns, right? Just like the FBI was concerned about the iPhone, right? Wi | observed | artifact ↗ | 2018-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYER4M63EXKADPWV2SBQF4XV", "signals": [{"quote": "I mean, Apple's figured it out, but they've got a certain amount of buying power that we don't have yet.", "stance": " | observed | artifact ↗ | 2018-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEXWK6P6Z5T3PTZ5GJZ8BZR", "signals": [{"quote": "I'm siding with Apple. I'm happy that they've been pronounced, pronounced before they had sort of the coalition of sup | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEXWK6P6Z5T3PTZ5GJZ8BZR", "signals": [{"quote": "As an example, Apple Maps launched. People laughed at it. Google Maps is still quite a bit better than Apple Maps. Yet | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEXWK6P6Z5T3PTZ5GJZ8BZR", "signals": [{"quote": "So as an example, when Apple launched Apple Music, they showed the Siri integration. Play me some Hawaiian music. And | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEXWK6P6Z5T3PTZ5GJZ8BZR", "signals": [{"quote": "Listen, iOS is fundamentally closed. So something like the mod platform could never arise on iOS, right?", "stance": " | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEXWK6P6Z5T3PTZ5GJZ8BZR", "signals": [{"quote": "So, you know, we believe that the existence of mods will pull new high value users back to the Android ecosystem. In o | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF139S443QGM2AHPAXMXNG0", "signals": [{"quote": "Apple starts with closed and then on a case by case basis they will open it up.", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2015-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF139S443QGM2AHPAXMXNG0", "signals": [{"quote": "I made a tweet that I later had to remove, so I'm not going to say much more about that, which was like, wow, this is | observed | artifact ↗ | 2015-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF139S443QGM2AHPAXMXNG0", "signals": [{"quote": "I think both Apple and Google are serious in music and will keep on investing in trying to make it.", "stance": "neutr | observed | artifact ↗ | 2015-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF139S443QGM2AHPAXMXNG0", "signals": [{"quote": "Apple and Google does this and about 10,000 other things. I think there's, um, something huge, um, in, in terms of tha | observed | artifact ↗ | 2015-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF139S443QGM2AHPAXMXNG0", "signals": [{"quote": "Apple is not happy about how music turned out and they are going to come back and they're going to get it right", "sta | observed | artifact ↗ | 2015-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF139S443QGM2AHPAXMXNG0", "signals": [{"quote": "I think they're going to keep investing, as I said, and trying to make their product better. It makes sense. They have | observed | artifact ↗ | 2015-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF139S443QGM2AHPAXMXNG0", "signals": [{"quote": "I, I like to think that it doesn't matter how many smart Mensa people you have in your company. Sooner or later, you'r | observed | artifact ↗ | 2015-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "Steve Jobs, you know, he said stuff. He may not have said, like, here's a new product, but he would say, yeah, these p | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "Would never have happened under Steve Jobs.", "stance": "neutral", "signal_class": "assessment", "speaker_name": "Davi | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "He talked about how they could develop apps for other platforms, which outside of iTunes, they've never done, and they | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "Hardware, software, services. I've never heard services emphasized like that. And to me, it was interesting because th | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "They do some things that you don't, I think, appreciate that are amazing. Like, for example, iCloud backups of iDevice | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "If you're on Wi-Fi and you have an iCloud account, which you really need, it backs it up. That's amazing. I mean, and | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "That's why I like Simple Notes. So a lot of that, again, mediocre.", "stance": "bearish", "signal_class": "criticism", | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "I think they should, absolutely. Do you still have the balls to do it? Or, like, we didn't invent a culture?", "stance | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "$140 billion? They could make some very interesting moves, including, you know, overpaying for Dropbox, Waze...", "sta | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "they have a mixed history with acquisitions as well.", "stance": "neutral", "signal_class": "fact_claim", "speaker_nam | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "don't just buy Dropbox. Buy Dropbox and put Drew in charge of all services for Apple or something.", "stance": "bullis | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF7AT2TYZGCJW8RY0TQT5RJ", "signals": [{"quote": "He turned him down. Drew turned down Steve Jobs.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGG1E9WH3W2635640M4YB36", "signals": [{"quote": "This is where you can expect the politically correct companies to act first, because they're the woke mob will force s | observed | artifact ↗ | 2021-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJJ7XMYB35YE8BK21WX6V2", "signals": [{"quote": "i think there's something analogous happening with apple and google and the app stores we had a congressional hearing | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJJ7XMYB35YE8BK21WX6V2", "signals": [{"quote": "apple for example is making in both advertising the push to privacy as well as implementing the push to privacy you kn | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJJ7XMYB35YE8BK21WX6V2", "signals": [{"quote": "imagine if apple didn't have apple maps pre-installed on the iphone everyone would download and use google maps right | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJJ7XMYB35YE8BK21WX6V2", "signals": [{"quote": "so this is why apple's moving everything to your phone right", "stance": "neutral", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJJ7XMYB35YE8BK21WX6V2", "signals": [{"quote": "in fairness to apple friedberg um they have locked down the phone and they've moved all of this information from the c | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJJ7XMYB35YE8BK21WX6V2", "signals": [{"quote": "with the san bernardino shooting they refused in a terrorist shooting a known terrorist shooting to not give a back do | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJJ7XMYB35YE8BK21WX6V2", "signals": [{"quote": "that of course they're now incentivized to have a back door and live under a gag order because their their defense in | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGMET45BBE5BGAT3C29DKBY", "signals": [{"quote": "the bosses of apple caved into this pressure they were total cowards they never even gave agm the chance to explain hi | observed | artifact ↗ | 2021-05-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGMET45BBE5BGAT3C29DKBY", "signals": [{"quote": "i think is that if you start to arbitrarily enforce it you go down this weird place which is like basically i think wh | observed | artifact ↗ | 2021-05-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGMET45BBE5BGAT3C29DKBY", "signals": [{"quote": "what strikes me though is um a failure of leadership at these organizations you know you guys think back to brian arms | observed | artifact ↗ | 2021-05-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGZH4D73ME4K1ZP1XJ3047C", "signals": [{"quote": "You also had the de-platforming of Parler, which is sort of the Twitter alternative, by Google and Apple at the same t | observed | artifact ↗ | 2021-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGZH4D73ME4K1ZP1XJ3047C", "signals": [{"quote": "If Google and Amazon and Apple have censored you at the operating system level, and remove you from Google search resu | observed | artifact ↗ | 2021-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGZH4D73ME4K1ZP1XJ3047C", "signals": [{"quote": "you don't need to go to Apple's App Store or Google's Google Play, you can put an app on Android, you just don't need | observed | artifact ↗ | 2021-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGZH4D73ME4K1ZP1XJ3047C", "signals": [{"quote": "You could turn your iMac, you could turn your iMac at home into a into a web server and you can make it available on t | observed | artifact ↗ | 2021-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGZH4D73ME4K1ZP1XJ3047C", "signals": [{"quote": "combined with a deep platforming, not at the account level, but now at the application level by Google, Apple, and Ama | observed | artifact ↗ | 2021-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6PTJ111FRYE5HRASJDHVS", "signals": [{"quote": "it was weird it didn't feel like tim cook should have been there it was like kind of a random thing that he was there | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6PTJ111FRYE5HRASJDHVS", "signals": [{"quote": "if you had to stack rank to risk i think facebook is number one at the top of the list then i think it's google then i | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6PTJ111FRYE5HRASJDHVS", "signals": [{"quote": "the idea today that you cannot have a group text message that can only include iphones you know right chance one of yo | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH9S345TJVTFQT6YRDV6NE5", "signals": [{"quote": "They're going to be competitors with Apple.", "stance": "bearish", "signal_class": "prediction", "speaker_name": "SPEA | observed | artifact ↗ | 2026-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH9S345TJVTFQT6YRDV6NE5", "signals": [{"quote": "Sam's going to build stuff. Will he be able to compete with Apple stores and Apple's fit and finish? Yes.", "stance": | observed | artifact ↗ | 2026-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH9S345TJVTFQT6YRDV6NE5", "signals": [{"quote": "And this is going to light a fire on to Apple to be more innovative.", "stance": "mixed", "signal_class": "prediction" | observed | artifact ↗ | 2026-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH9S345TJVTFQT6YRDV6NE5", "signals": [{"quote": "Apple cannot compete with OpenAI's stock options.", "stance": "bearish", "signal_class": "criticism", "speaker_name": | observed | artifact ↗ | 2026-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH9S345TJVTFQT6YRDV6NE5", "signals": [{"quote": "The relationship became strained", "stance": "bearish", "signal_class": "fact_claim", "speaker_name": "SPEAKER_20", "s | observed | artifact ↗ | 2026-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH9S345TJVTFQT6YRDV6NE5", "signals": [{"quote": "I think this is why Google and Apple, you know, it's a much better partnership.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2026-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH9S345TJVTFQT6YRDV6NE5", "signals": [{"quote": "So there is a very subtle antitrust gentleman's agreement in Silicon Valley where those big CEOs, you know, are not lo | observed | artifact ↗ | 2026-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCP7J8E93CQ82J4DMVW6TA", "signals": [{"quote": "You know who's the best company at not doing this, Turner? Is Apple. Every time Apple does their WWDC or they launch a | observed | artifact ↗ | 2026-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCP7J8E93CQ82J4DMVW6TA", "signals": [{"quote": "get away with the Apple tax for so long is because they don't compete with the app level. They're just very, very, ver | observed | artifact ↗ | 2026-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9M62513048X7C8YPYNG9Z", "signals": [{"quote": "Apple is doing something similar to a degree, right? With their advanced chips that they're putting into their phones | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9M62513048X7C8YPYNG9Z", "signals": [{"quote": "for somebody specifically, somebody like an Apple or maybe a meta that hasn't been able to really build out their AI c | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAC8PEQ7HBP24JCWMQNZC0F", "signals": [{"quote": "My own bet, by the way, is very bullish on Apple because of that, because they have some of the best consumer CPUs in | observed | artifact ↗ | 2026-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAG9Z12HZC14QRRSZZWZNV4", "signals": [{"quote": "Bose is strong. Apple is strong. There's Sony is strong. There's lots of audio companies, right?", "stance": "bullish" | observed | artifact ↗ | 2026-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHJ9YDR66T06213AW74HGJ", "signals": [{"quote": "well Apple Health obviously really cares about this Tim Cook cares about it and they've tried to maintain an app store | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHJ9YDR66T06213AW74HGJ", "signals": [{"quote": "a company like Tesla could be sitting on 30 40 billion a company like Meta Apple could be sitting on hundreds of billi | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "But when you take a look at it, you can see that its EMEA revenues are nearly as large as its U.S. Canada revenues. An | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "Netflix does not have this much cash that it can just throw around.", "stance": "bearish", "signal_class": "criticism" | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "Disney now has a clear path. Disney should buy the movie theaters. Disney. Anybody who owns Disney Plus should be able | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "This would change the dynamics of everything. And then this would make Disney Plus catch up and then exceed Netflix.", | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "Oh, that's brilliant. Disney, when I am in charge, is going to buy the movie theaters or buy out the movie theaters.", | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "Disney owns several movie theaters in Los Angeles. The Crest in Westwood and most famous is the El Capitan in Hollywoo | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "AMC is worth $1.2 billion. They're the largest U.S. chain by screens. And Disney's worth about $190 billion, Jason. So | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "It's super cheap. You have to own the IP as the reason. You have to have the IP as the reason.", "stance": "bullish", | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "My thought though is that in the wake of the meta-FTC deal that we said was going to be a starting gun, because it sai | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "So a startup like this needs to keep their burn low and have the right investors so you need to have like a Steve Jurv | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "as time goes on and you think about the efficiency of solar panels, how much they've changed in 15 years, efficiency o | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV5R6ZS4XJSG9DASHJ06MN", "signals": [{"quote": "The challenge with these is people aren't willing to pay for them. So, you know, with all of these you're going to rea | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC1HBPQHZYCVR785P869D3Z", "signals": [{"quote": "if you tried to do this, Apple would block it, so you have to do it in different, you know, different engineered ways. | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC1HBPQHZYCVR785P869D3Z", "signals": [{"quote": "You know what? I think it's the thing that differentiates them and is a large reason why people are buying iPhones.\n\ | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC1HBPQHZYCVR785P869D3Z", "signals": [{"quote": "I feel like we're like a year or two away, though, from having enough RAM in every single new Mac computer that we're | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "yum yum yum for jcal in our accelerator this is a great founder when we saw this product we were like man ar and vr uh | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "so people will want immersive content eventually and so imagine exploring you know uh sports is uh probably the one wh | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "one thing i i tried not to say publicly at the time was we were not down during the aws outage", "stance": "bullish", | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "yeah so this was about immersive video experiences and how to create them and they brought on apple brought on a lot o | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "spatial is really 3d media so 3d videos apple immersive videos 3d models uh gouging splats for the u.s air force reall | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "the cost of just storing your video inside aws will eclipse a total uh spatial gen monthly plan to just get it up", "s | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "there's a lot of demand in spatial video enterprise is is really where it's at", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "making sure that there's live apple mercer video which is that 16k ingest is a huge priority", "stance": "bullish", "s | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "you had a heck of a time i think getting investors or people to understand what you're doing over the last couple year | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "you're basically with your company skating to where the puck is going which is exactly uh where i like to invest", "st | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "i know you've got a lot of investors who've been interested", "stance": "bullish", "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "well we can jump straight to nba apple and spectrum announced that there's going to be live nba games early next year | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "i thought it was kind of a gimmick in a sense i didn't i didn't like the resolution of the image it was very fuzzy but | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "the iphones can take spatial videos and they can take spatial photos right now so you have the capability to already s | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "able to sit through a full nba game and i think that's really what they're they're going for in the upcoming year", "s | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "the battery life is obviously not fantastic but it's not terrible it's so thin and the only really i think bad decisio | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "they've said this is a developer kit we're going to make it it's going to weigh a little bit more obviously components | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "we're currently raising but we're not hiring just yet we will after the race", "stance": "neutral", "signal_class": "f | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "with recent announcements on our end we're automating support for those actually so you can upload those types of vide | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "i love playing with new apps and i got to play with hux and frankly i really like it", "stance": "bullish", "signal_cl | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "it's super new but what it is is it's personalized and proactive audio", "stance": "neutral", "signal_class": "fact_cl | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "when i signed up for hux it said hey can you connect your calendar can you connect your email and then what are your m | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "when we've talked to the people who use hux people love it right it's like truly different", "stance": "bullish", "sig | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "hux came out um in september out of kind of early access or beta", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "i think it's been really exciting i was actually i was bragging to some of my friends recently which i don't do too of | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "you made a product that everyone knows i've actually like no joke notebook lm is in our circles a smash hit so i reall | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "it feels like early notebook right where it feels like the next stage the next chapter where people are really turning | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "on the habit point you guys had to make a choice between text and audio and you made the decision to have hux talk to | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "so then therefore hux really is uh something you take with you as you drive as you cook as you eat so it's designed to | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9RXPNA3M0ETSWGJ172WH9", "signals": [{"quote": "the average so the average daily is about 15 minutes so the average hux user listens for 15 minutes that is a quarter | observed | artifact ↗ | 2025-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "so a lot you mentioned nivan which is going public right now it's currently in a little bit of a limbo with the govern | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "okay i was asking because there's a great note in there s1 jason you'll love this uh they were talking about how they' | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "so the new york times got its hands on some internal documents from amazon the cloud and e-commerce giant these are fr | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "you're going to see amazon which has massively invested in this replace all factory workers and all drivers the idea t | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "salesforce said they're saving 100 million a year now on automated customer support", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "it looks like waymo will be that one of the other bets", "stance": "bullish", "signal_class": "prediction", "speaker_n | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "i also think their chromebooks and the chrome operating system is eventually where um ai lands", "stance": "bullish", | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "you look at google glass um that might actually be landing soon in the form of these ray-bans that you know everybody | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "google ended up paying apple tens of billions of dollars a year to use that search instead of developing its own and i | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "since the antitrust case think about how much traffic they could spill over to duck duck go brave or perplexity or any | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "without ever putting them in the cloud like google and having your photos you know train google's llm which i don't th | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCD6RM7FXYS6616RCZHN0M", "signals": [{"quote": "one of the most uh impressive founders i've worked with in a really long time like just a complete he's incredible at | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "I think they probably did this right. They knew it was, when you use the Comet browser or any of these AI browsers, I | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "Anyway, that was probably their concern is can they handle the amount of traffic coming in and can they handle it prof | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "And then additionally, they were probably reading the room. We're talking about Google Chrome launched their AI compan | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "So the cost of capital for AI companies is very cheap right now. So it probably does not matter if they've raised hund | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "So getting continued growth and having more users sign up for free and then funneling the free users into the paid pro | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "The other thing that's interesting is these browsers are a backdoor for training data. If Reddit and Hacker News and T | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "People were saying that the stock is down because of this, like 5% or 10% because Reddit typically appears in the lowe | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "So here's a recent chart of Reddit's financial performance as a stock, Jason. Clearly it's taken quite a lot of blows. | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "Well, ironic because Reddit does have a deal with Google that pays them for access to their information. And as we tal | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "I think the entire future of Reddit is to go there and get an LLM search box and then underneath it have, you know, ma | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "But another, you know, firm might have 400 people and make 125K per person, right? Or they 10X it, and they would have | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "A couple of things here. First of all, it is now the most valuable private company in the world. OK, just squeaking ba | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "Not a demand issue, a supply issue. Employees in the company didn't put up as many shares as they could have in this t | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "That's what the Wall Street Journal reported last week, that they said, yeah, Sam Altman says it's an opt out, that th | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "And if you didn't opt out, it's in and you can play. Yeah, they're going to get a lot of lawsuits.", "stance": "bearis | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "They're going to get a lot of lawsuits for that. It's going to be staggering.", "stance": "bearish", "signal_class": " | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "So speaking of remixes, the one downside at this point, and I know it's very early on, but it is built for social. It' | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "I think this is the future of it. If you are selling chat GPT subscriptions, there's two ways to go about this.", "sta | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCMVFK0X9Y3YJX2C324F6AW", "signals": [{"quote": "And I said, here's how it would work with the New York Times and chat GPT or Grok and Disney, whoever you authenticate | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMPG4DRYA3Q4DBGVMFYTCW1", "signals": [{"quote": "to deploy ML onto an Apple platform, you have to use their point solution called core ML and core ML is not compatible | observed | artifact ↗ | 2023-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWZQJ6RX3YRMDKEK928F6D", "signals": [{"quote": "apple would rather buy apple they want to invest in themselves", "stance": "bullish", "signal_class": "fact_claim", "s | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWZQJ6RX3YRMDKEK928F6D", "signals": [{"quote": "if you're doing both you're apple yep reduce the denominator right that's math baby a big setup for them it's math bab | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWZQJ6RX3YRMDKEK928F6D", "signals": [{"quote": "if you have hundreds of billions of dollars or hundreds of millions of dollars laying around as apple google you know | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN33YGYPNRNMX383BEV5D6J", "signals": [{"quote": "if you look at some of the companies that are performing best in the public markets, it's like Nvidia, Tesla, Apple, t | observed | artifact ↗ | 2023-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN95QT62K58E7M1RCEJ0XE4", "signals": [{"quote": "what apple did was they said we will always be a little bit behind you you you will just very slowly add features the | observed | artifact ↗ | 2023-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNCKMMN9B45R0PPRBNG86FK", "signals": [{"quote": "first impressions is, uh, we love, we love kind of what they have validated because it's been part of our message for | observed | artifact ↗ | 2023-07-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "They'll give early access to folks who they know are super favorable to Apple. That doesn't mean they're going to get | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "I'd like to talk about this more like from a strategic perspective, because I think a lot of people came out criticizi | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "the Oculus, whatever Rift seven. Yeah. What did you think? I think it does. I think it kills.", "stance": "bullish", " | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "No, it doesn't. Not this version. Not this version. I think, I think there was a couple of issues,", "stance": "bearis | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "if you take a step back, you look at almost every scenario they showed it in, it's highly, you know, sort of single pl | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "entire metaverse and meta is done is because of apps. Uh, when you see this demo, what this is going to do, I don't th | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "I'm not sure I fully agree with you there. I think they're two different markets they're going after.", "stance": "mix | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "I think Apple is going to be, you know, it's a different market and the price point guys, it has to get down to sub a | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "I think they'll have multiple models.", "stance": "bullish", "signal_class": "prediction", "speaker_name": "SPEAKER_13 | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "at a thousand dollars, this thing's flying off the shelves.", "stance": "bullish", "signal_class": "prediction", "spea | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "I don't think they're going to go from 3,500 down to a thousand in two or three years in two cycles.", "stance": "bear | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "The meta is going to be like the Android to Apple in this space, right? So it's going to be the cheaper, they're going | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "I think this use case that we're showing in the video here, which is like an infinite desktop, I think is the right wa | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM6G2MYNDXV43V74DPQDPF", "signals": [{"quote": "I love this and I hate VR, but I can see myself using this. I don't use VR. I, I, I, I, I bought a couple of these thi | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWSD0M6YKE3PSG8B17SRPN", "signals": [{"quote": "Another reason we started with Apple Silicon, you know, how do you do that without it feeling heavy, without it feelin | observed | artifact ↗ | 2023-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP958NE174M8J15D3PVK44J", "signals": [{"quote": "In 2021, Google reportedly paid Apple around $15 billion to maintain its status as the default search engine on all Ap | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP958NE174M8J15D3PVK44J", "signals": [{"quote": "Apple was considering maybe going into the search business at some point.", "stance": "neutral", "signal_class": "pred | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP958NE174M8J15D3PVK44J", "signals": [{"quote": "Apple sold 232 million iPhones in its fiscal 2022 year. And iPhone sales alone generated around 205 billion in revenue | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP958NE174M8J15D3PVK44J", "signals": [{"quote": "The consequential contract is iPhones, again, for not just their reach, but because those are the well healed customer | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPA5WB14RCCTAR87VJVCZMC", "signals": [{"quote": "There's no way right now within the Apple ecosystem to run the mic continuously.", "stance": "bearish", "signal_class" | observed | artifact ↗ | 2023-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPA5WB14RCCTAR87VJVCZMC", "signals": [{"quote": "I think we're coming to that inflection point where an Apple or a Garmin or a Polar or whoever else would say, Hey, yo | observed | artifact ↗ | 2023-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPA5WB14RCCTAR87VJVCZMC", "signals": [{"quote": "Yeah. So we feel that we have a really strong mode and it's not just quantity of data because if Apple or Amazon or Go | observed | artifact ↗ | 2023-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPEZ9TSDE5VQ98XMWW4VK5T", "signals": [{"quote": "We build our iPhones there.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David Friedberg", "s | observed | artifact ↗ | 2023-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPEZ9TSDE5VQ98XMWW4VK5T", "signals": [{"quote": "And wanting to sell iPhones in China, which is a large portion of their revenue.", "stance": "neutral", "signal_class" | observed | artifact ↗ | 2023-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPW77Y7GJTCF2283JFCJPFB", "signals": [{"quote": "Apple blocked an update to an app on its app store for having generative AI capabilities that Apple determined are jus | observed | artifact ↗ | 2023-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPW77Y7GJTCF2283JFCJPFB", "signals": [{"quote": "I feel like this is interesting for a couple of reasons, not least of which the most of which in fact is, is Apple's g | observed | artifact ↗ | 2023-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPW77Y7GJTCF2283JFCJPFB", "signals": [{"quote": "they have always wanted to create this kind of sanitized playground on the app store and on in the Apple universe wher | observed | artifact ↗ | 2023-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPW77Y7GJTCF2283JFCJPFB", "signals": [{"quote": "I just think this is going to be a huge firestorm. Absolutely. Right. And it's just going to lead to more and more, uh | observed | artifact ↗ | 2023-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPW77Y7GJTCF2283JFCJPFB", "signals": [{"quote": "The truth is that we're like, in some ways have always been thinking about this wrong. Like not everything, first of a | observed | artifact ↗ | 2023-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPW77Y7GJTCF2283JFCJPFB", "signals": [{"quote": "obviously Apple's thinking a lot more long-term here.", "stance": "bullish", "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2023-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPW77Y7GJTCF2283JFCJPFB", "signals": [{"quote": "Apple putting a flag in the sand and saying, we're not going to let this technology just be released roughshod when, a | observed | artifact ↗ | 2023-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPW77Y7GJTCF2283JFCJPFB", "signals": [{"quote": "And frankly that puts Apple in the position. If you really like the, the slippery slope from the Apple perspective is | observed | artifact ↗ | 2023-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPW77Y7GJTCF2283JFCJPFB", "signals": [{"quote": "I feel like now there's a lot of people maybe that are creating apps in the generative AI space or the AI space in gen | observed | artifact ↗ | 2023-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6RFNVRX0QRDSC6215FTEM", "signals": [{"quote": "iphone sales really missed revenue estimates by around 2.5 billion dollars and mac sales missed by around 2 billion do | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6RFNVRX0QRDSC6215FTEM", "signals": [{"quote": "i just feel all three of those companies amazon apple disney are just gonna do extraordinary and i'm not too worried a | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6RFNVRX0QRDSC6215FTEM", "signals": [{"quote": "people are spending less and uh they're gonna let their phones last another year", "stance": "bearish", "signal_class" | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6RFNVRX0QRDSC6215FTEM", "signals": [{"quote": "services is bigger than those three categories and services is a third of the iphone revenue so even if iphone uh sale | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6RFNVRX0QRDSC6215FTEM", "signals": [{"quote": "the ipad sales actually increased almost 30 percent um from 7.2 billion dollars to 9.4 billion dollars and that was th | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6RFNVRX0QRDSC6215FTEM", "signals": [{"quote": "i could see people buying them in lieu of buying more expensive laptops it makes sense to me", "stance": "bullish", "s | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6RFNVRX0QRDSC6215FTEM", "signals": [{"quote": "this 10th generation ipad which they just call ipad comes in a bunch of colors it's an incredible deal it's not expens | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6RFNVRX0QRDSC6215FTEM", "signals": [{"quote": "they have also in the software level made it really nice to have two windows up at a time so you can have a browser on | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQBHX3VWET8PH8CWWYRKSRW", "signals": [{"quote": "apple i think has done such a good job of maintaining stock price performance with buybacks and metrics that they prob | observed | artifact ↗ | 2023-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQBHX3VWET8PH8CWWYRKSRW", "signals": [{"quote": "they don't need to be do a big announcement and a big riff because they didn't double employees from 2019", "stance": | observed | artifact ↗ | 2023-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDVFPXCN9M4WAR6ZRZAGXR", "signals": [{"quote": "Tim Cook has just shined the spotlight. I mean, he is so clever how he does this, right? Because it's like, he's still | observed | artifact ↗ | 2023-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDVFPXCN9M4WAR6ZRZAGXR", "signals": [{"quote": "We did the math and determined that Apple at $150,000 head could save about 333 jobs with that 50 mil.", "stance": "ne | observed | artifact ↗ | 2023-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDVFPXCN9M4WAR6ZRZAGXR", "signals": [{"quote": "The compensation committee at Apple, uh, which is comprised of Art Levinson, Al Gore, and Andrea Young, J-U-N-G said i | observed | artifact ↗ | 2023-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDVFPXCN9M4WAR6ZRZAGXR", "signals": [{"quote": "And in 2021, what they call it, they call it a say on pay vote. 64% of shareholders approved of his compensation. And | observed | artifact ↗ | 2023-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDVFPXCN9M4WAR6ZRZAGXR", "signals": [{"quote": "I think where, where this, where CEO pay and Tim Cook has quite cleverly made it an issue where it's going to become a | observed | artifact ↗ | 2023-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDVFPXCN9M4WAR6ZRZAGXR", "signals": [{"quote": "And into that Wade's Tim Cook being like, I'm gonna take a $50 million pay cut. And all of a sudden, Andy Jassy's gonn | observed | artifact ↗ | 2023-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDVFPXCN9M4WAR6ZRZAGXR", "signals": [{"quote": "Tim Cook is definitely elite", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Jason Calacanis", " | observed | artifact ↗ | 2023-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDVFPXCN9M4WAR6ZRZAGXR", "signals": [{"quote": "Tim Cook is getting 50 million a year", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Jason Cala | observed | artifact ↗ | 2023-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQF3NSSZB8YTTH9SZJBAP2Y", "signals": [{"quote": "I bought some more Apple. And why did I buy Apple? It is shocking how many shares they're buying back how much cash th | observed | artifact ↗ | 2023-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQKPMFSVACJ3ZSN6X2J2X98", "signals": [{"quote": "apple crushed the ad targeting market back in 2021 with the app tracking transparency update in ios 14 and a half that | observed | artifact ↗ | 2023-01-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQMQH8M8D9V67S3ZA7Q4NBF", "signals": [{"quote": "ipad pro with the floating keyboard that's a big one amongst venture capitalists", "stance": "bullish", "signal_class" | observed | artifact ↗ | 2022-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQMQH8M8D9V67S3ZA7Q4NBF", "signals": [{"quote": "an apple store worker and an apple uh corporate worker ... they used to pay mcdonald level wages from what i understan | observed | artifact ↗ | 2022-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPX4TTSVP5KBCBK392EFTD", "signals": [{"quote": "Amazon signed that big deal for Thursday night football last year. And Apple signed that big 10 year deal for major le | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSRVT1R62MEBT5JAAJF063", "signals": [{"quote": "apple has been famously efficient relative to the other big companies like like facebook or google and one of the thin | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR2ZECQ21SYT97YFS3HGMRY", "signals": [{"quote": "I do think that this is like going to become one of the issues of our time is this duopoly, uh, in the app store. And | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR2ZECQ21SYT97YFS3HGMRY", "signals": [{"quote": "I like the fact that the app store is, you know, doing some sort of vetting process, because I don't want them to load | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR2ZECQ21SYT97YFS3HGMRY", "signals": [{"quote": "we have a duopoly in phones that's bad for consumers. Like, and that's not new, you know, the hardest, the only thing | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR2ZECQ21SYT97YFS3HGMRY", "signals": [{"quote": "everybody was writing an iOS app because you could make a lot of money.", "stance": "bullish", "signal_class": "fact_c | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR2ZECQ21SYT97YFS3HGMRY", "signals": [{"quote": "You still can't. You have to go. You still can't because they were like, no, we're not giving away that 30%.", "stance | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR2ZECQ21SYT97YFS3HGMRY", "signals": [{"quote": "And on the other side, the duopoly is bad for consumers and like has been for a really long time.", "stance": "bearish | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR66S1QHPVWBB404Y5FYTWM", "signals": [{"quote": "Well, let's, yeah. I can't let us go before we talk about Apple Plus' streaming deal for MLS season pass, Major League | observed | artifact ↗ | 2022-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR83AXYD00BQK67TVFXXN99", "signals": [{"quote": "and now we wait for Google and Apple, Apple hiring freeze, Google I think hiring freeze. Let's see if they make actual | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR83AXYD00BQK67TVFXXN99", "signals": [{"quote": "And I don't think Apple has the guts to do it. I think they have too much cash. They're too profitable.", "stance": "b | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR83AXYD00BQK67TVFXXN99", "signals": [{"quote": "So I think what they'll do is performance-based as we call them gentlemen's layoffs too proud to actually make a cut. | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR83AXYD00BQK67TVFXXN99", "signals": [{"quote": "But like, other than that car project, is Apple doing a single thing that's not profitable?", "stance": "bullish", "si | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRA9M3DNKH8TR0THFGX5KD0", "signals": [{"quote": "you don't see apple having to do this", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Jason Cala | observed | artifact ↗ | 2022-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGWNCS3F0A5GCSK6VDZ6CE", "signals": [{"quote": "because they control the compute device okay so the phone is in your pocket they've been so the biggest issue with vr | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGWNCS3F0A5GCSK6VDZ6CE", "signals": [{"quote": "i kind of i'm in agreement with vinnie i think apple's gonna run away i think they they have a shot", "stance": "bulli | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGWNCS3F0A5GCSK6VDZ6CE", "signals": [{"quote": "i think it's really good because they've kind of looked at it and and maybe nick you can pull up something to follow b | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGWNCS3F0A5GCSK6VDZ6CE", "signals": [{"quote": "the way apple typically has done this is said you know what we'll just do enforcement so it's like taxes right like th | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGWNCS3F0A5GCSK6VDZ6CE", "signals": [{"quote": "i i mean it's going to be the wild wild west", "stance": "bearish", "signal_class": "prediction", "speaker_name": "SPE | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGWNCS3F0A5GCSK6VDZ6CE", "signals": [{"quote": "if apple is saying fine there's this tax and you can only you know you have to pay the tax through our payment mechani | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGWNCS3F0A5GCSK6VDZ6CE", "signals": [{"quote": "if you really want to fight the real enemy the real enemy is amazon basics you know and the app stores and all lena kh | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGWNCS3F0A5GCSK6VDZ6CE", "signals": [{"quote": "i think the more they're trying to clamp down on it things are going to squeak through and they won't be able to pull | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHXZECTG0SJJ507R5C05JA", "signals": [{"quote": "this is sort of Apple's first foray into smart home", "stance": "neutral", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2022-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHXZECTG0SJJ507R5C05JA", "signals": [{"quote": "here's Apple coming along like boop boop. We're gonna start with the lock and expand out from here. And I'm totally li | observed | artifact ↗ | 2022-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHXZECTG0SJJ507R5C05JA", "signals": [{"quote": "or sell my data like that pitch is working.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPE | observed | artifact ↗ | 2022-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHXZECTG0SJJ507R5C05JA", "signals": [{"quote": "The only problem I have with this or that's confusing to me is they didn't build their own lock from the bottom up. Li | observed | artifact ↗ | 2022-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHXZECTG0SJJ507R5C05JA", "signals": [{"quote": "this is also a new hardware model for them.", "stance": "neutral", "signal_class": "assessment", "speaker_name": "SPEA | observed | artifact ↗ | 2022-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHXZECTG0SJJ507R5C05JA", "signals": [{"quote": "maybe they're seeing what the interest is. It could be but then they would be competing against somebody they sanction | observed | artifact ↗ | 2022-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHXZECTG0SJJ507R5C05JA", "signals": [{"quote": "but I guess they've done that before they they have their battery pack and they'll have other battery packs in their s | observed | artifact ↗ | 2022-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHXZECTG0SJJ507R5C05JA", "signals": [{"quote": "I'm noticing is the issue is not we no longer have this issue around catching criminals. Do you notice how they catch | observed | artifact ↗ | 2022-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJSEGKJXPJDV1D1KEPQY66", "signals": [{"quote": "Than a company that does not have financial discipline. We better own apple better own tesla better to own uber better | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJSEGKJXPJDV1D1KEPQY66", "signals": [{"quote": "And so I think this is why warren buffett is in love with apple And many people are in love with microsoft and in a do | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJSEGKJXPJDV1D1KEPQY66", "signals": [{"quote": "in case of apple They do a lot of buybacks", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAK | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJSEGKJXPJDV1D1KEPQY66", "signals": [{"quote": "Now this is all because of the tracking that you can no longer do on phones because apple, you know gave that headwind | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "But when you look at the numbers, they're truly extraordinary. Revenue up 56% year over a year is just insane on a big | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "Automotive revenue was up 55% year over year, considering the supply chain issues. That's strong.", "stance": "bullish | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "and other things in this net profit, but they're talking about doing a stock buyback,", "stance": "neutral", "signal_c | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "what you see there is, uh, essentially a hardware business that's got incredible, uh, margin power, the blue on this c | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "this chart is pretty bananas. What we see is that between 2017 and Q3 of 2022 on an annualized basis cost, you know, d | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "All right. And I had asked our, uh, producers there, Molly on the fly to show us Apple's revenue plotted against their | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "I think more metrics being able to understand your followers more. That would be good too.", "stance": "bullish", "sig | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "That it's native or that you can do, you know, business. Yeah, absolutely.", "stance": "bullish", "signal_class": "end | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "I find the data set that I'm going through, I'm sifting through. It's just so cluttered with bad content. It's like, u | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "That is not my experience on Twitter. Like, Oh, really? Nope. Well, I curate a good feed. You curate a good feed.", "s | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "I think the vast majority of users don't. Like I just don't see it.", "stance": "bullish", "signal_class": "assessment | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "Like that bouncing bouncing back sort of there. Yesterday was the big comeback. They've gained they're gaining subscri | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "They undercut Disney, Disney already announced its ad plan is going to be, I believe $8 a month with ads. And then Net | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "Netflix reported for Q3 revenue up seven, uh, was about $7.9 billion up only 5.9% year over year, but that was still b | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "I think it's more that they stopped, they stopped losing so many subscribers as opposed to they did something to cause | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "The U S and Canada only netted a hundred thousand new subscribers. Yeah. They have 200, the international expansion st | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "Conventional wisdom is like Amazon, Netflix, HBO, they, they sort of maxed out. Like there's maybe growth potential fo | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "Right. Or at least in the, in the markets where they've been for a while, like there are still emerging places where t | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "I have changed my position on this, um, a bit. Well, no, you know, I thought it was very much against the brand. I tal | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "Just get rid of the $10 a month plan, because that's just, that's overthinking it, but if you really, it's overthinkin | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "I think this is, you know, when you have a culture of no ads, and we build stuff, people want so much, they're willing | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMHMY9220EK6CHKP1QE3CW", "signals": [{"quote": "The internal team is a bunch of rich people, coastal elites, dare I say, who are like, well, why would anybody not pay | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQCG2WFTBQ8RM7ASMCPB4N", "signals": [{"quote": "go work at apple please we can't i beg you can't absorb", "stance": "bullish", "signal_class": "fact_claim", "speaker_ | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRV9E7ABVAB85EZMN5D36N1", "signals": [{"quote": "The European parliament has voted in favor of enforcing USBC as the common freaking charging port across most devices | observed | artifact ↗ | 2022-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY648PPZQAT0AB2REZAVHZ", "signals": [{"quote": "investors who've been hiding in Apple are about to have a bad time", "stance": "bearish", "signal_class": "prediction" | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY648PPZQAT0AB2REZAVHZ", "signals": [{"quote": "Apple said, remember how there was that like, they were going to produce more iPhone 14s, then they walked that back. | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY648PPZQAT0AB2REZAVHZ", "signals": [{"quote": "People are waiting on the new iPhone. So this tower predicted that. Yeah, some bricks are coming out.", "stance": "bea | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY648PPZQAT0AB2REZAVHZ", "signals": [{"quote": "I think Apple's a little older school. Like, I think we're starting to realize that, that Apple is a little bit got a | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRYHP5WTN8P32J3F48V6QQ7", "signals": [{"quote": "And Apple's basically saying, look, you know what, this is a reasonable request. And given the other antitrust issues | observed | artifact ↗ | 2022-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRYHP5WTN8P32J3F48V6QQ7", "signals": [{"quote": "I kind of think like this could be a real huge opening for NFTs outside the 30%.", "stance": "bullish", "signal_class" | observed | artifact ↗ | 2022-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRYHP5WTN8P32J3F48V6QQ7", "signals": [{"quote": "with the overreach and charging this ridiculous fee, to me, it's like antithetical to what NFTs are supposed to be. Fo | observed | artifact ↗ | 2022-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRYHP5WTN8P32J3F48V6QQ7", "signals": [{"quote": "But on the other hand, you popularize and massively distribute a technology that, as you pointed out, has so much othe | observed | artifact ↗ | 2022-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRYHP5WTN8P32J3F48V6QQ7", "signals": [{"quote": "And Apple will make a little extra cheddar on the side like they always do, but like, who cares? It's not going to bre | observed | artifact ↗ | 2022-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRYHP5WTN8P32J3F48V6QQ7", "signals": [{"quote": "It's just dumb. I just found like Apple is dumb for doing this.", "stance": "bearish", "signal_class": "criticism", "s | observed | artifact ↗ | 2022-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRYHP5WTN8P32J3F48V6QQ7", "signals": [{"quote": "I think the worst thing they could have said is, Hey, we don't, so we don't support NFTs not allowed in any of our app | observed | artifact ↗ | 2022-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRYHP5WTN8P32J3F48V6QQ7", "signals": [{"quote": "Like maybe they actually just sneakily, they opened the gate. Yes. To the Trojan horse. They let the Trojan horse in. | observed | artifact ↗ | 2022-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRYHP5WTN8P32J3F48V6QQ7", "signals": [{"quote": "why should you, if you buy a movie, why should it be limited to the iTunes ecosystem? Maybe in the future, you want to | observed | artifact ↗ | 2022-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRYHP5WTN8P32J3F48V6QQ7", "signals": [{"quote": "Up until just this announcement from Apple, their take on NFTs wasn't there, right? That's why. And so now that's why | observed | artifact ↗ | 2022-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRYHP5WTN8P32J3F48V6QQ7", "signals": [{"quote": "No, because you need official support from Apple to support NFTs to say the wallets, everything else can make this hap | observed | artifact ↗ | 2022-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS73MMFKD1Q448093V5PA2Q", "signals": [{"quote": "i mean like apple was already steve jobs had already resuscitated apple by the time he went to pixar it wasn't like he | observed | artifact ↗ | 2022-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS73MMFKD1Q448093V5PA2Q", "signals": [{"quote": "so it was a little it was a little shaky actually you can read the book creativity inc we had ed catmull on this very | observed | artifact ↗ | 2022-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS8W0Y6FZ4RRKXYJPBM77F2", "signals": [{"quote": "because of apple's privacy changes causing so much lost revenue from", "stance": "neutral", "signal_class": "fact_clai | observed | artifact ↗ | 2022-09-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "Not going to be a big update to the regular iPhone 14. But of course, and I think we talked about this before, there's | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "Big updates the Apple Watch across the board.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Ma | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "the Apple reality headset, the reality pro reality one, whatever they end up calling it, that's not going to be shown, | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "lots of stuff over the next six months, this is probably going to be the biggest next six months of Apple news that I | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "the over under on which number keynote over the next six would we see hardware? Yeah, two, two.", "stance": "neutral", | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "I think they're going to win AR VR. I know they're gonna win it. I'm convinced.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "it was supposed to come out already. It was supposed to come out last year. And then that was pushed back to coming ou | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "the first Apple headset is going to be between two and $3,000, where you have meta at sub 500 right now. And it's goin | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "I think this first headset is where Apple sort of outlines its platform, right, they have the hardware, they get app d | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "it's gonna have the same processor that you get inside of a MacBook Pro. Today, the M2, it's also on the Mac care, rea | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "people who've used the headsets that I've spoken to pro early prototypes, the main differentiator is the quality of th | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "And, you know, the core technology, it's actually amazing, the same core technology that they're using for these chips | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBHMJ6H1E06W14BB9JY3XJ", "signals": [{"quote": "I don't think so. I mean, if you look at the market cap, obviously, past history is no indicator of, you know, what so | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSDB7KT1KZ6YC509AHXD7YW", "signals": [{"quote": "with this Lena Khan, you know, anti conglomerate thing, I think you take a lot of the big, and I'm not saying I'm agai | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSDB7KT1KZ6YC509AHXD7YW", "signals": [{"quote": "Apple and Peloton is such a like natural sort of feeling brands tie up. But it's also super far afield for them. Like, | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSGQDYAT5PE4K9M2X7H97PT", "signals": [{"quote": "a portion of ad revenue from the news apps today tab goes to publishers but it's not clear how much german also mentio | observed | artifact ↗ | 2022-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSGQDYAT5PE4K9M2X7H97PT", "signals": [{"quote": "apple is waiting apple is obviously we know taking a lot of steps to increase its ad business overall and come for fac | observed | artifact ↗ | 2022-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSGQDYAT5PE4K9M2X7H97PT", "signals": [{"quote": "it's treading into dangerous water right because apple has had this good if somewhat uneasy reputation with developers | observed | artifact ↗ | 2022-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSGQDYAT5PE4K9M2X7H97PT", "signals": [{"quote": "so i think the apple would be wise to be this is never going to happen because it is not their mo but apple would be w | observed | artifact ↗ | 2022-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSGQDYAT5PE4K9M2X7H97PT", "signals": [{"quote": "and you know they had the high ground for a long time um and now they have to explain themselves because we talked abo | observed | artifact ↗ | 2022-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSGQDYAT5PE4K9M2X7H97PT", "signals": [{"quote": "we don't have a database of all of your stuff somewhere we on your local phone we have your preferences or whatever an | observed | artifact ↗ | 2022-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSGQDYAT5PE4K9M2X7H97PT", "signals": [{"quote": "the fact that you're explaining yourself it's kind of like a hard position to be in", "stance": "bearish", "signal_cla | observed | artifact ↗ | 2022-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSGQDYAT5PE4K9M2X7H97PT", "signals": [{"quote": "look i understand that a publicly traded company and a capitalist society with a responsibility to shareholders has to | observed | artifact ↗ | 2022-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSJ0T7WV4BJRX6SPPKX8EP1", "signals": [{"quote": "So they're just willing to like reduce the productivity and happiness of every single employee so that they can get ri | observed | artifact ↗ | 2022-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSJ0T7WV4BJRX6SPPKX8EP1", "signals": [{"quote": "It's like the lazy man's layoff is what it really is. That's kind of what gentleman's means.", "stance": "bearish", "s | observed | artifact ↗ | 2022-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSTJ0PHGVT7794N5SFWN6GY", "signals": [{"quote": "What's a company with a lot of cash and a lot of profitability? Yeah, I mean, this is your Apple quadrant right here." | observed | artifact ↗ | 2022-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVVEPM2PHDHE3DJDWFBVE9", "signals": [{"quote": "apple reported earnings for fiscal q3 beat expectations for sales and profits but growth slowed a little bit um the st | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVVEPM2PHDHE3DJDWFBVE9", "signals": [{"quote": "they only grew two percent reopening everybody already had their phone and also you're kind of not as the thing you ne | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVVEPM2PHDHE3DJDWFBVE9", "signals": [{"quote": "going to skip a year there's no reason to get a new they're awesome", "stance": "bearish", "signal_class": "prediction | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVVEPM2PHDHE3DJDWFBVE9", "signals": [{"quote": "the thing i would look at here is services i was just going to say saying services scrolling to that right now mm-hmm | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVVEPM2PHDHE3DJDWFBVE9", "signals": [{"quote": "the fitness nonsense which by the way is so terrible it's garbage yeah that's side note i can't but you should be emba | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVVEPM2PHDHE3DJDWFBVE9", "signals": [{"quote": "apple's got 19 billion dollars in services revenue including all of its subscriptions in a single quarter compared to | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVVEPM2PHDHE3DJDWFBVE9", "signals": [{"quote": "great job apple yeah great job", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_124", "s | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVVEPM2PHDHE3DJDWFBVE9", "signals": [{"quote": "q3 revenue was 83 billion dollars i mean again you read these numbers sometimes and you're just like bonkers that's a | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW2WE45X6NPYV7XBXRYCP8", "signals": [{"quote": "there is a strong argument to be made that the reason it took from you know when we were podcasting in 2005 until anch | observed | artifact ↗ | 2022-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW2WE45X6NPYV7XBXRYCP8", "signals": [{"quote": "apple's slow with software i mean apple takes their time um and so their pace is not going to be uh the same pace as y | observed | artifact ↗ | 2022-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW2WE45X6NPYV7XBXRYCP8", "signals": [{"quote": "i think podcasting is not a business that apple cares that much about and it became this catch-22 for the industry tha | observed | artifact ↗ | 2022-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW2WE45X6NPYV7XBXRYCP8", "signals": [{"quote": "apple says hey we have this product called the iphone it's got millions and millions and millions of users we're just | observed | artifact ↗ | 2022-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW2WE45X6NPYV7XBXRYCP8", "signals": [{"quote": "now there's like the rcs standard that's been taking you know that's taken just as long to get adopted and then imessa | observed | artifact ↗ | 2022-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2BPPVS1S5XW6FRJHEN0NA", "signals": [{"quote": "Oh, it's the App Store. 100%.", "stance": "bearish", "signal_class": "assessment", "speaker_name": "Molly", "speaker_l | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2BPPVS1S5XW6FRJHEN0NA", "signals": [{"quote": "Do you think if Apple could make the App Store business problem go away for 1% of App Store sales, they would do it? O | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2BPPVS1S5XW6FRJHEN0NA", "signals": [{"quote": "Now, Apple, how could they do it? Very simple. Apple says, would you like to load one of these other app stores? There | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2BPPVS1S5XW6FRJHEN0NA", "signals": [{"quote": "Google and Apple, you have app stores, you represent that they're safe places to go and download things. And you have | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2BPPVS1S5XW6FRJHEN0NA", "signals": [{"quote": "I sent a separate letter to Apple, maybe a month or two ago, Tim Cook came here to DC and gave this really flowery spe | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2BPPVS1S5XW6FRJHEN0NA", "signals": [{"quote": "I think there probably would be, you know, again, we haven't seen too much retribution with our actions on Huawei's ET | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM7Q0QGADMB40TMF0E41SA", "signals": [{"quote": "apple is in this phenomenal position where everybody has been asking what are they going to do with this cash and we w | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM7Q0QGADMB40TMF0E41SA", "signals": [{"quote": "it's a huge move and it's a big deal because apple has the user base and the trust and the data and the cash to do thi | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM7Q0QGADMB40TMF0E41SA", "signals": [{"quote": "i think this is setting the tone for apple to become a full-fledged as you called it bank or at least offer financial | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM7Q0QGADMB40TMF0E41SA", "signals": [{"quote": "apple starting small with a thousand dollars um so there's a right way of doing it", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM7Q0QGADMB40TMF0E41SA", "signals": [{"quote": "this could be troublesome for apple's brand because finance is one of the least trusted industries right among consume | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM7Q0QGADMB40TMF0E41SA", "signals": [{"quote": "they've slowly carved away that carrier power and will almost certainly do the same thing for traditional finance like | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM7Q0QGADMB40TMF0E41SA", "signals": [{"quote": "it's possible consumers will be like a little crazy super thanks remember when every other interest rate was basically | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM7Q0QGADMB40TMF0E41SA", "signals": [{"quote": "the fact that it's happening now and kind of slowly still just with buy now pay later but maybe as a first step in get | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM7Q0QGADMB40TMF0E41SA", "signals": [{"quote": "they don't have the kind of cash that apple does they do not have 200 billion dollars", "stance": "bullish", "signal_c | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM7Q0QGADMB40TMF0E41SA", "signals": [{"quote": "that's just sort of classic apple style to be like yeah we're going to vertically integrate our financial um product t | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTNEGDV6JA5ME6YCGSVPKQ9", "signals": [{"quote": "In some ways, Uber taking a play from Apple seeing what works and then doing that.", "stance": "neutral", "signal_clas | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTNEGDV6JA5ME6YCGSVPKQ9", "signals": [{"quote": "this is why I always felt like, you know, Google, Amazon, and Apple, were the eventual buyers of Uber, Lyft, and DoorD | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTNEGDV6JA5ME6YCGSVPKQ9", "signals": [{"quote": "This is where I think it's really going to be interesting to build or buy question, or the build or buy or aggregate, | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTNEGDV6JA5ME6YCGSVPKQ9", "signals": [{"quote": "They are. So you don't even have to buy them. You just support them, you just be their best friend, Apple becomes Uber | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTNEGDV6JA5ME6YCGSVPKQ9", "signals": [{"quote": "this really is a law specifically designed for Apple.", "stance": "bearish", "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTNEGDV6JA5ME6YCGSVPKQ9", "signals": [{"quote": "So since Apple stopped including accessories, they've sold roughly 200 million iPhones. Okay, the lightning cables, he | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTNEGDV6JA5ME6YCGSVPKQ9", "signals": [{"quote": "Incredible. Yeah, it's just pure profit profit.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "C | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTNEGDV6JA5ME6YCGSVPKQ9", "signals": [{"quote": "you can't be green and then have a billion extra cables produced, you know, like just do the right thing independent o | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTNEGDV6JA5ME6YCGSVPKQ9", "signals": [{"quote": "The fact that they deprecate their own hardware and the cables that quickly makes it indefensible.", "stance": "bearis | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV1A2QQDR5TYEJJYMWGJQN4", "signals": [{"quote": "There's like, you know, some very high level AI person, machine learning person in Goodfellow is not he the director o | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV1A2QQDR5TYEJJYMWGJQN4", "signals": [{"quote": "Apple said, we're going to go back to three days a week, one day a week now. Well, that was two weeks ago, and two day | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3HSH8Q39XRCPTHFJ2S2AX", "signals": [{"quote": "Apple match group Bumble have said they'll cover employee expenses for out of state abortions.", "stance": "neutral", | observed | artifact ↗ | 2022-05-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV465CQWJ9F9P9T5H3Q3Y4X", "signals": [{"quote": "when you get off a Mac and you're no longer having iMessage and iPhotos and, you know, email clients pop up and you're | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV465CQWJ9F9P9T5H3Q3Y4X", "signals": [{"quote": "But then you've got the revenue engine sort of sputtering, right? Because of what Apple implemented and with the track | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV465CQWJ9F9P9T5H3Q3Y4X", "signals": [{"quote": "On the hardware front. I mean, I think Apple is very formidable. No one's going to dispute that, right? I mean, they'v | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5NAYG870P00FWHY549MTD", "signals": [{"quote": "$97 billion. And you know how I'm always saying, like, they only care about selling iPhones and then Apple fanboys get | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5NAYG870P00FWHY549MTD", "signals": [{"quote": "I mean, that's impressive. Is impressive. That's a big turnaround for that services business.", "stance": "bullish", " | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5NAYG870P00FWHY549MTD", "signals": [{"quote": "That service business is growing. Yum, yum.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEA | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5NAYG870P00FWHY549MTD", "signals": [{"quote": "I feel like the story that slipped under the rug completely was the part where Apple started bundling that all into on | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5NAYG870P00FWHY549MTD", "signals": [{"quote": "it's pretty damn reasonable.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "David Friedberg", " | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5NAYG870P00FWHY549MTD", "signals": [{"quote": "I think everybody should get it.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_52", " | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5NAYG870P00FWHY549MTD", "signals": [{"quote": "they didn't give a lot of guidance which has investors freaked and for like the fourth quarter in a row, they brought | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5NAYG870P00FWHY549MTD", "signals": [{"quote": "pretty fully valued but a juggernaut of a business. And I think, you know, it's like one of these companies that again | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5NAYG870P00FWHY549MTD", "signals": [{"quote": "I can't imagine Amazon, Microsoft, Google, or Apple not playing a larger role in our lives.", "stance": "bullish", "si | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5NAYG870P00FWHY549MTD", "signals": [{"quote": "that is indeed what is constraining the iPhone production, apparently", "stance": "bearish", "signal_class": "fact_cla | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5NAYG870P00FWHY549MTD", "signals": [{"quote": "if you're at Google or Apple or Amazon I bet you with your work issued laptop there might be some monitoring going on | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVB6AJK9Y8JWRCWYJJ2T4FD", "signals": [{"quote": "what you could do with apple if you did have a zuckerberg or even a jack mentality of just like we are not going to be | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVB6AJK9Y8JWRCWYJJ2T4FD", "signals": [{"quote": "putting laptops it's like how apple made the laptops cheap and google made the chromebooks cheap you want to get the k | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCVTGVA398SZW4XHW0ZN2P", "signals": [{"quote": "Because Apple is also gearing up to attack meta on this kind of AR hardware strategy. So, uh, he's really, you know, h | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCVTGVA398SZW4XHW0ZN2P", "signals": [{"quote": "I think some of this stuff is not totally connected, but there is this real animosity between Zuck and Tim Cook on a l | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCVTGVA398SZW4XHW0ZN2P", "signals": [{"quote": "Apple's got this pretty advanced mixed reality headset. So it's, it's VR, but it's kind of tricking. It's, it's AR too | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCVTGVA398SZW4XHW0ZN2P", "signals": [{"quote": "So this will, the headset will have spatial audio. It'll have these detachable swappable bands to put on your face wit | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCVTGVA398SZW4XHW0ZN2P", "signals": [{"quote": "And I hear how Apple is internally reacting to what meta is doing and they're hiring all their same people. That's a b | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCVTGVA398SZW4XHW0ZN2P", "signals": [{"quote": "I think Apple is second for sure. And low key, they have the second most investment in this space. They just don't tal | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCVTGVA398SZW4XHW0ZN2P", "signals": [{"quote": "the only thing Tim Cook and Mark Zuckerberg agree on, if you think about it, is that AR is gonna be big.", "stance": " | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCVTGVA398SZW4XHW0ZN2P", "signals": [{"quote": "I think those are the only two meaningful players in the near term.", "stance": "neutral", "signal_class": "assessment | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCVTGVA398SZW4XHW0ZN2P", "signals": [{"quote": "Super consumer. Once Apple does it, it's like, that's the super consumer stamp of approval.", "stance": "bullish", "si | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCVTGVA398SZW4XHW0ZN2P", "signals": [{"quote": "Yeah, they, they're coming. Like it's, it's definitely happening. They have thousands of people working on it. So it's | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCVTGVA398SZW4XHW0ZN2P", "signals": [{"quote": "And I think the next, if we talk again in a year, when Apple's out and Cambria for Meta is out, I think we might be ha | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVNRJ1V67HVJHFN4YWFN919", "signals": [{"quote": "apple beat netflix there", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "SPEAKER_293", "speaker_ | observed | artifact ↗ | 2022-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVNRJ1V67HVJHFN4YWFN919", "signals": [{"quote": "it makes apple tv plus the first streaming platform to win the academy award for best picture which is fantastic", "st | observed | artifact ↗ | 2022-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVNRJ1V67HVJHFN4YWFN919", "signals": [{"quote": "netflix was like we spent so much money on all these movies over the years and freaking apple tv plus comes along and | observed | artifact ↗ | 2022-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVR1A365R6KH5N5G7JF6Y59", "signals": [{"quote": "Now, Apple, of course, early to cornering the market in podcasting. I mean, it was named after their device. Like, the | observed | artifact ↗ | 2022-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVR1A365R6KH5N5G7JF6Y59", "signals": [{"quote": "So, when they say they're going to give you the follower count, they mean subscribing. Way to break the nomenclature. | observed | artifact ↗ | 2022-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVR1A365R6KH5N5G7JF6Y59", "signals": [{"quote": "I think this is a good wake up call for Apple. ... So if you want to beat Spotify, I am dead serious, podcasting, came | observed | artifact ↗ | 2022-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVR1A365R6KH5N5G7JF6Y59", "signals": [{"quote": "they are now going to take a 30% cut of podcast subscription revenue in year one. And then take a 15% cut in year two, | observed | artifact ↗ | 2022-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVR1A365R6KH5N5G7JF6Y59", "signals": [{"quote": "notice that it's happening up there in the old white guy C suite that Apple has going on and use it to sell your devic | observed | artifact ↗ | 2022-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVR1A365R6KH5N5G7JF6Y59", "signals": [{"quote": "it's like a hundred percent in their DNA to become a creator economy enabler, you know, go all in on the creator econo | observed | artifact ↗ | 2022-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVR1A365R6KH5N5G7JF6Y59", "signals": [{"quote": "the power move if the Apple podcasting app also allowed you to create a podcast. ... And then buy Zencastr, which allo | observed | artifact ↗ | 2022-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "the most exciting thing to come out of today is the Mac Studio.", "stance": "bullish", "signal_class": "assessment", " | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "the Mac Studio is actually a very interesting new desktop... it is aimed at actual creatives, designers, video editors | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "These are the core users who have felt left out in the cold for the last decade because Mac Apple, I'm sorry, would no | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "It does seem that Apple has turned a corner in addressing this group of people and not pissing them off by releasing t | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "Either it is Apple finally, you know, giving the right product to its most core group of people, or it's Apple doing w | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "this is going to be super confusing for people. But there is the cheese grater tower called the Apple Mac Pro, right? | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "now, because of this new M1 chip, which is called the M1 Ultra, if you've been paying attention, there's an M1 that wa | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "I guess I believe this is the family. Now, I mean, guys, this is absurd. Like, luckily, Apple makes a crap ton of mone | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "are we going to get an M2 Max now and M2 Pro and M2 and an M2 Ultra clear, like we're dunking on the names and we're r | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "as a matter of computer engineering, these chips are incredible. And I have no doubt that these machines are going to | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "I think our real question is why are these big presentations still happening? Like why is that the way to announce thi | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "If it's incremental. Mm hmm. Which this is like you stack two Mac minis on and you put two extra USB C ports. It's inc | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "I'm sure the chip is amazing. But there's no way to demonstrate that other than to let people benchmark it... I'm sure | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "And Mac studio sounds like a software product, not a hardware product. So it's kind of silly. This is like the Mac min | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "I mean, it's just confusing as hell, you know, like just now here's the Mac studio, which is ugly. I mean, let's be ho | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "This feels like they punted on the design. It feels like a punt to me. Yeah, like, let's make something that is, uh, y | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "I always liked the cube. I think it's like underappreciated. It was at the time revolutionary.", "stance": "bullish", | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "I believe it also was so hot on the inside that it effectively almost melted. It had some problems.", "stance": "beari | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "I mean, and the way it floated like these things were gorgeous.", "stance": "bullish", "signal_class": "endorsement", | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "It was lovely. But you have to admit it got a bad reputation for looking exactly like a trash can.", "stance": "mixed" | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "I thought it was dope on a desk. It looked futuristic on a desk. I got like Gattaca vibes, you know, or like Star Wars | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "Yeah, but they can't seem to decide if this thing should be tall or not. So let's pull up the Apple Mac Pro cheese gra | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "So that's why I think if this was Mac mini pro that would have been a better branding. It describes it. So if this was | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "But it's 39 99 starting. That's obscene", "stance": "bearish", "signal_class": "criticism", "speaker_name": "Jason Cal | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "you're gonna pay $4,000. And honestly, you're gonna pay $4,000 for a terabyte of storage like a terabyte of storage is | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "I don't think it's life changing. If I was a video editor, I guess I would. But video editors are going to look at thi | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "But at that point, then I think you would just like spend less for a more extendable machine.", "stance": "bearish", " | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "Also, why don't they care about gaming? Yeah, they're making this insane chip. Like, shouldn't this thing be able to r | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZFEPW8GZV87DGS12MQANZ", "signals": [{"quote": "So does that mean the next time are they going to take the Mac Pro tower cheese grater and put the m1 ultra in it or a | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW05FSS9S46CYHKJVBGQPG6", "signals": [{"quote": "The trailblazers are going to be Google, they're going to be Apple, they're going to be Facebook, because we compete w | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW328G35EFCHYPH3XR7SJ4K", "signals": [{"quote": "But the bottom line is good on Apple. Great move. You can't just say in a situation like this, thoughts and prayers, o | observed | artifact ↗ | 2022-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW328G35EFCHYPH3XR7SJ4K", "signals": [{"quote": "I think when you actually remove your business and shut your business down, it's going to create pain, suffering, agit | observed | artifact ↗ | 2022-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF8SET92G60WRDBBWW4J9D", "signals": [{"quote": "they projected a 10 billion dollar loss of revenue from apple's privacy features", "stance": "neutral", "signal_class" | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF8SET92G60WRDBBWW4J9D", "signals": [{"quote": "saying we're going to lose 10 billion dollars over uh the course of the year i think but 10 billion loss billion dolla | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF8SET92G60WRDBBWW4J9D", "signals": [{"quote": "apple did the right thing for their users apple said we want to be the privacy company we are not going to let you tra | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF8SET92G60WRDBBWW4J9D", "signals": [{"quote": "in fact i'm guessing long term apple's moves here could have cost it some money on the margin with that google deal be | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF8SET92G60WRDBBWW4J9D", "signals": [{"quote": "this is that was the ultimate gangster move by tim cook he had had enough of the bad behavior of app developers on the | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF8SET92G60WRDBBWW4J9D", "signals": [{"quote": "this is one of the most hardcore hits i've ever seen in business i'm trying to think the only other thing i can think | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF8SET92G60WRDBBWW4J9D", "signals": [{"quote": "it's good business for apple like at the end of the day it is and you are absolutely right to point out that apple was | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF8SET92G60WRDBBWW4J9D", "signals": [{"quote": "this is a tribute to steve jobs because this is the type of stuff that steve jobs would do", "stance": "bullish", "sig | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF8SET92G60WRDBBWW4J9D", "signals": [{"quote": "but now you look at the lead that and the scale that apple has even google with an incredible product uh you know thos | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF8SET92G60WRDBBWW4J9D", "signals": [{"quote": "so a move to a more premium product puts them is a power move against apple", "stance": "bearish", "signal_class": "as | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWG2C58V3PZ56YPQGMNE8DK", "signals": [{"quote": "and Netflix have stayed away from games to the extent that they have, particularly when Apple is making this M1 chip t | observed | artifact ↗ | 2022-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWG2C58V3PZ56YPQGMNE8DK", "signals": [{"quote": "although they are now making their own content right with Apple TV. So it seems like there may be inching closer and l | observed | artifact ↗ | 2022-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWG2C58V3PZ56YPQGMNE8DK", "signals": [{"quote": "And I have Apple games as a subscription service, which when you have kids is pretty cool. Because when they go to the | observed | artifact ↗ | 2022-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK1A2CZCMW2XHM567G7V09", "signals": [{"quote": "Apple just went, Apple went premium, like full stop, right? They abandoned the like education market to some extent. I | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK1A2CZCMW2XHM567G7V09", "signals": [{"quote": "But like neither does Apple with phones and they still keep getting right? It's like, they've got the store and then i | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "These are absolutely real. This is absolutely going to happen. It's just a matter of when.", "stance": "bullish", "sig | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "They would sooner never release these than burn one person's face.", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "I think they're going to call it Apple vision, by the way, or Apple reality for the first one.", "stance": "neutral", | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "I think Apple is well ahead of most of the chip players at this point, at least for now.", "stance": "bullish", "signa | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "Well, I certainly think for the first, you know, several generations, it will help sell iPhones, there will be an elem | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "I think Jason, it's gonna be exactly what you said, there's going to be specific applications, very private social net | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "Yeah, and for me, it seems very likely if you look at the success of FaceTime and iMessage, you know, they may not be | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "I think Apple will be number one in AR glasses. I think it'll take them a while to get there. I think meta will probab | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "I think it's going to be Apple all the way. I think Apple is going to dominate this.", "stance": "bullish", "signal_cl | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "So in terms of market share, you know, and that is going to be number one, right? Because what Apple is going to do is | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "I really do believe Apple versus meta is the next Apple versus Google.", "stance": "bullish", "signal_class": "predict | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "I would maybe flip it a little bit and say meta and then Microsoft.", "stance": "bearish", "signal_class": "prediction | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "I think the Apple situation with Siri, whereas with Siri, Apple, I think was five years ahead of everyone else in term | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "In 2017, they released AR kit. So you can get apps from the app store that have AR. Have you ever used it once? Like I | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "No, they're clearly their concept is, we don't want you to be isolated. And like, for this to turn into a Wally, you k | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMQAFHZRT8TGC8ACQKNTZP", "signals": [{"quote": "Apple, obviously, you have the phone and that would be your puck. So I think, I think it's going to be fascinating. I | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWNT7RK2HAMZNGNFS3Q0J6H", "signals": [{"quote": "So I don't count Google out, but I do think that they're behind the big two in this case, Oculus slash Meta and Apple. | observed | artifact ↗ | 2022-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWQ98HZ9A0P132XQ5C3Q5J3", "signals": [{"quote": "in 2016 the court case of the fbi wanted to unlock the san bernardinos uh those terrorists iphones and apple declined | observed | artifact ↗ | 2022-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWRVHZM48KJ7QG1SCA738WH", "signals": [{"quote": "Apple could just buy Disney at any point in time if they were allowed to.", "stance": "bullish", "signal_class": "asse | observed | artifact ↗ | 2022-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWRVHZM48KJ7QG1SCA738WH", "signals": [{"quote": "Apple's market cap, almost 3 trillion. Disney market cap, 287 billion. I think Apple has 200 billion in cash.", "stanc | observed | artifact ↗ | 2022-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "I think one of the reasons Apple invested in those chips was to make the batteries longer on phones, make the laptops | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "I'm like nah, it's not real.", "stance": "bearish", "signal_class": "assessment", "speaker_name": "SPEAKER_186", "spea | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "Apple's approach will differ from meta's VR approach because Apple will not create the metaverse. Blueberg's Mark Gurm | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "almost all of Apple's revenue, services, sure, it's growing, right? Other things are growing, accessories, and profita | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "VR AR makes a little more sense, because this is something that could sell devices and or tie into that ecosystem.", " | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "the success of Apple's VR AR efforts, totally depends on how successful the metaverse ends up being if everybody wants | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "if everybody wants to be in the metaverse, which is highly doubtful, then Apple has a little bit of a problem because | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "they're also great at running an app store at scale with high quality content that parents and everybody can believe i | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "They don't want to police content. No, they know that is a it's a losing place to be much better to have this beautifu | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "I think this could be Tim Cook's legacy, actually, because the big critique of Tim is under Tim Cook, they massively o | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "I believe I think this will be his legacy. I think it's gonna be a huge hit.", "stance": "bullish", "signal_class": "p | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT4MV8X2NJCGVC2VRT5424", "signals": [{"quote": "I'm massively over. I think he would not retire before 67, 68, because in your sixties, I can tell you this having tur | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWW59EXB69H97GTCKCV058C", "signals": [{"quote": "Since OpenSea takes 2.5% of every transaction, they took an estimated $81 million in revenue on $3.2 billion in volume | observed | artifact ↗ | 2022-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXA8FGTARH53F2TXQH4RQG7", "signals": [{"quote": "they were having this crazy app tracking transparency challenge that they had from Apple, Apple not allowing them to t | observed | artifact ↗ | 2021-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXFSVZKHBNWFZCDEQQ147ZS", "signals": [{"quote": "apple's privacy features that you've heard about from their ios 14.5 update are costing according to a third-party ser | observed | artifact ↗ | 2021-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXFSVZKHBNWFZCDEQQ147ZS", "signals": [{"quote": "so all of this comes from an ad tech company i've never heard of called low to me l-o-t-a-m-e and they note that adver | observed | artifact ↗ | 2021-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXFSVZKHBNWFZCDEQQ147ZS", "signals": [{"quote": "the next compute platform apple is betting on is ar that's why facebook is now absolutely trying to beat apple at ar a | observed | artifact ↗ | 2021-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXFSVZKHBNWFZCDEQQ147ZS", "signals": [{"quote": "so is apple's uh focus on privacy bad faith no it's a feature if you look at vpns duck duck go uh all the different pr | observed | artifact ↗ | 2021-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "And in an April earnings call, Tim Cook warned that the global chip shortage would impact Apple's M1 chips", "stance": | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "We didn't get a new Mac Mini. I was kind of disappointed in that because that's become the standard that I use with a | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "Literally, the touch bar, which was introduced back in 2016, has been absolutely hated universally by Mac users, espec | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "100% of Apple's iPhone, iPads, and Mac products are made in China and Taiwan, if you weren't already aware of that or | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "Where's Apple in all this? Apple has $250 billion in cash. Last time I checked, well over $200 billion. Why doesn't Ap | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "But this is Apple saying, we're going to listen to our pro customers, and the pro customers have felt for close to a d | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "And the new MacBooks are also being equipped with a 1080p HD webcam for the first time ever, which is double the resol | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "And the max is $6,000. Now that seems crazy, but, you know, if you are a developer and this machine is going to last y | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "So I'm definitely going to buy it. I'm definitely going to buy the maximum one, not with storage and memory, but I'll | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "congratulations to Apple on listening to their customers and giving their customers what they want.", "stance": "bulli | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "Your customers would also like a tower where they can change everything and change the memory in the MacBook Pro and t | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXNCYJNF2Z8EWH78VXCES4G", "signals": [{"quote": "It does take a little bit of courage to say, we were wrong. We're going to give you your ports back. We were wrong abo | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXX1PWFJ5MFAJA0YZ8XMTN6", "signals": [{"quote": "This mandate obviously is going to impact Apple the most since their iPhone still use lightning connections.", "stance | observed | artifact ↗ | 2021-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXX1PWFJ5MFAJA0YZ8XMTN6", "signals": [{"quote": "Obviously, Apple has been moving away from them. iPads have been using USB C for a while.", "stance": "neutral", "sign | observed | artifact ↗ | 2021-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXX1PWFJ5MFAJA0YZ8XMTN6", "signals": [{"quote": "I think what this is all about is Apple is going to get rid of the port. I think there'll be no USB C port on Apple de | observed | artifact ↗ | 2021-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXX1PWFJ5MFAJA0YZ8XMTN6", "signals": [{"quote": "And if you have an iPhone, and you've got your family on it, when my daughters want to load an app, it asks my wife an | observed | artifact ↗ | 2021-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXXFGTTANWR0ZR73KP02156", "signals": [{"quote": "very clear that their million plus cars are on the road, some number of them have self driving, whether it's been paid | observed | artifact ↗ | 2021-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXXFGTTANWR0ZR73KP02156", "signals": [{"quote": "Apple is super secretive, when they do mention a project, and they expand and give reasons or they give this sort of c | observed | artifact ↗ | 2021-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXXFGTTANWR0ZR73KP02156", "signals": [{"quote": "in December of 2020, Bloomberg reported that Apple shifted the leadership team in their self driving car unit, which i | observed | artifact ↗ | 2021-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXXFGTTANWR0ZR73KP02156", "signals": [{"quote": "people gave Apple a really hard time about software, and how poorly they made their apps and their software. And actua | observed | artifact ↗ | 2021-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXXFGTTANWR0ZR73KP02156", "signals": [{"quote": "I think that's what we're seeing here is Apple is really getting much better at cloud, and much, much better at buildi | observed | artifact ↗ | 2021-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXXFGTTANWR0ZR73KP02156", "signals": [{"quote": "Does this mean they're going to actually compete? In cars? Yeah, I'm not so sure. I'm not so sure that that's a market | observed | artifact ↗ | 2021-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "Apple wants to charge you an arm and a leg for your iPhone and take a massive profit.", "stance": "bearish", "signal_c | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "Apple is pitting themselves as the anti-Facebook and the anti-Google. That is Apple's selling point, and you know what | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "Apple, which is just absolutely world-class at taking complicated features and making them simple, is doing that.", "s | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "Apple enforced that on people. If you want to have your app in the app store, you have to offer Apple login. And so Ap | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "When Facebook does Facebook login, they're doing it to track you around the web. That's why they're doing Facebook Con | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "Apple is now created a private relay. And it's in beta. And the iPad is part of this. So what it does basically is you | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "But having it on the phone and having the hardware work towards protecting your privacy is a major, major step in all | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "Well, Apple is saying, yeah, you can't do that anymore. We're not going to let you track people on their phones.", "st | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "a majority of the revenue that Apple has is from things like phones or iPads and computers", "stance": "neutral", "sig | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "you watch what Apple's doing and they were very proud of the new iMacs, which, you know, I buy my mom a new one every | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "I think at Apple, a lot of it is, you know, the supremacy of industrial design and this idea that the Apple product th | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYDAC7AP88ZDWFYWZDRNPV", "signals": [{"quote": "memory is something that, you know, historically has typically been accessible in notebooks, increasingly is not acces | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1QQW3M9PE8YDPZDJJDC3H", "signals": [{"quote": "The only one who cares about margin on hardware is Apple, so you're up against three giants who don't care about money | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1QQW3M9PE8YDPZDJJDC3H", "signals": [{"quote": "I always thought I, this is a very weird thing about Apple, you know, like for them to do content always seemed like s | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1QQW3M9PE8YDPZDJJDC3H", "signals": [{"quote": "The price keeps marching higher.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "Jason Calacanis | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VHMHA638BBFX4Z51B0J9F", "signals": [{"quote": "the biden just said we are going to do a ban and we are going to uh sanction companies that do business in that region | observed | artifact ↗ | 2022-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05WK2V3H1FEV2T7R2WN6ACS", "signals": [{"quote": "apple has severe you know headwinds with respect to inflation pressures um and margins and supply chain issues", "stan | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05X78DJ9FENXSHSBA73H7FQ", "signals": [{"quote": "what has apple done they booted out antonio garcia martinez because of a passage in his book that they knew about and | observed | artifact ↗ | 2021-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YGKNDY10PT78NYGECXERH", "signals": [{"quote": "So the question is, will Apple give up?", "stance": "neutral", "signal_class": "prediction", "speaker_name": "SPEAKER_ | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YGKNDY10PT78NYGECXERH", "signals": [{"quote": "I found out that Apple, my Apple Watch has that. So if you double tap your fingers together, you can answer a call.", | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YGKNDY10PT78NYGECXERH", "signals": [{"quote": "I found the watch kind of a dud for me. I just want my heart rate. I want to like record my workouts. I want to record | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YGKNDY10PT78NYGECXERH", "signals": [{"quote": "I think iMessage is the one that is the key, which is why Apple is doing the Vision Pro. And I think Apple will have a | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YGKNDY10PT78NYGECXERH", "signals": [{"quote": "I think Apple will show a competing product, not available for purchase, but a competing product to this, which is wha | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YGKNDY10PT78NYGECXERH", "signals": [{"quote": "I think they'll have that out or announced and show it within 18 months.", "stance": "bullish", "signal_class": "predi | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YGKNDY10PT78NYGECXERH", "signals": [{"quote": "Apple to have a pair of AR glasses for consumers comes down to price, Jason. These are 800 bucks from Meta and up for | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05Z498PEAVSG4H8SD18ED3H", "signals": [{"quote": "Apple didn't just invest $10 billion into that project for no reason. They believe that AR VR is going to be a platfor | observed | artifact ↗ | 2025-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05Z498PEAVSG4H8SD18ED3H", "signals": [{"quote": "I don't think actually anybody wants this. Honestly, I don't really, I don't think it matters to anybody, whether it's | observed | artifact ↗ | 2025-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05Z498PEAVSG4H8SD18ED3H", "signals": [{"quote": "What I think they're doing there is a proof of concept... Now take that and put it into the side of a thick pair of Ra | observed | artifact ↗ | 2025-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05Z498PEAVSG4H8SD18ED3H", "signals": [{"quote": "making things smaller, faster, and cheaper means they will be putting what we just saw into TV monitors, Apple TVs, wa | observed | artifact ↗ | 2025-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05Z498PEAVSG4H8SD18ED3H", "signals": [{"quote": "Imagine if you took that bit of the phone, Jason, just slopped it onto the earpiece. Absolutely. Voila. Uh, I'd buy on | observed | artifact ↗ | 2025-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0618KGJWJXBHVRED8CGS47M", "signals": [{"quote": "it's also Apple spent billions on Titan and gave up.", "stance": "bearish", "signal_class": "fact_claim", "speaker_nam | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063EBM2KKPJKNWKDGPQEB9S", "signals": [{"quote": "Apple has far too much power in the app store. And it is limiting consumer choice and consumers' prices going down.", | observed | artifact ↗ | 2025-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063EBM2KKPJKNWKDGPQEB9S", "signals": [{"quote": "I think it will be one of these situations where, like Epic Games, it takes a long time to go through the courts, but | observed | artifact ↗ | 2025-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063EBM2KKPJKNWKDGPQEB9S", "signals": [{"quote": "Apple obviously has the majority of phones now in the United States. It used to be Android had the majority because th | observed | artifact ↗ | 2025-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063EBM2KKPJKNWKDGPQEB9S", "signals": [{"quote": "In June of 2024, Apple and OpenAI announced a deal. Apple would integrate ChatGPT into iOS. This deal is exclusive. Ap | observed | artifact ↗ | 2025-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063EBM2KKPJKNWKDGPQEB9S", "signals": [{"quote": "Super anti-competitive. No, it's super anti-competitive.", "stance": "bearish", "signal_class": "criticism", "speaker_ | observed | artifact ↗ | 2025-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063EBM2KKPJKNWKDGPQEB9S", "signals": [{"quote": "iOS will keep it closed until they're forced by the government to open things up", "stance": "bearish", "signal_class" | observed | artifact ↗ | 2025-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063EBM2KKPJKNWKDGPQEB9S", "signals": [{"quote": "you can only block these things for so long and you can only act corrupt and biased for so long before a big player wi | observed | artifact ↗ | 2025-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064NE02DJNT29SAJBX1368N", "signals": [{"quote": "when talking about the $700 billion in buybacks that Apple has done of, well, is that the best use of that capital?", | observed | artifact ↗ | 2025-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064NE02DJNT29SAJBX1368N", "signals": [{"quote": "Maybe you should buy a self-driving company. And they've invested in $10 or so. And so they're investing hundreds of m | observed | artifact ↗ | 2025-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "And once we got through the pipeline of whatever Steve Jobs had thought of, there was nothing bold left. And I said on | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "It's disappointing. That's how I feel. I feel disappointed. When we got the iPad, when we got the iPhone, you were loo | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "Tim Apple is doing a spectacular job. He showed up for the inauguration. And then he's the guy who has the most at sta | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "the Apple Watch was kind of underwhelming. It's not essential. The Vision Pro", "stance": "bearish", "signal_class": " | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "You've got to fire Tim Cook. It's a disaster. I mean, I think they haven't done anything innovative since this device, | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "The major problem is they believe that any company that innovates out there is not as good as theirs. They need to wat | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "Dan's going to buy back into the stock if they buy Tesla, if they buy Peloton, if they buy Spotify, and they start put | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "On the innovation front, I completely agree with them. It's something I've said before. Apple, since the passing of St | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "The stock is up a lot under Tim Cook. That's because they're extracting so much money from their loyal fans. The margi | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "I'd forgotten that product existed. You hear about it so seldomly. I think they forgot.", "stance": "bearish", "signal | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "They have released a new one and haven't talked about it, which if you're going to commit to AR and VR, at least take | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "We should be on our way to consumer-facing AR apps... They're working with Snapchat. They're not working with Apple.", | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "the product like Siri is not that great", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER_0 | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "the Mac Mini M4 I've praised to the cows come home and just an incredible incredible device", "stance": "bullish", "si | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "every time I buy a new machine it lasts longer and longer it's better and better and cheaper and cheaper for the compu | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "now it's Apple's making the content and it's the Amazon TV that you watch it on they screwed up so bad", "stance": "be | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064QRNDJ6FZER4XKPSQ1W04", "signals": [{"quote": "Apple should have done their TV there was a rumor 15 years ago that I talked about... Apple I had heard from some peop | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0655YSBBYRQD6104SFWJ2D7", "signals": [{"quote": "they got to get rid of Tim Cook because Apple cannot come out with innovative products under Tim Cook. I want to get t | observed | artifact ↗ | 2025-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0655YSBBYRQD6104SFWJ2D7", "signals": [{"quote": "my point was the stock can go on a rip because he's a bean counter and sure it's going to be a good bet on the stock b | observed | artifact ↗ | 2025-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0655YSBBYRQD6104SFWJ2D7", "signals": [{"quote": "every major new category since I make these comments which we'll talk about Friday seems to have been a whiff", "stanc | observed | artifact ↗ | 2025-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0689QQ35M3HP84899YQH8K3", "signals": [{"quote": "We knew long going into this, that Apple has snipped around perplexity before that meta has sniffed around perplexity. | observed | artifact ↗ | 2025-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BFS174W3RBC2CBJ31VZXQ", "signals": [{"quote": "We've talked a lot on the show about Apple moving manufacturing out of China, Jason, into India, into places like Viet | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BFS174W3RBC2CBJ31VZXQ", "signals": [{"quote": "Apple's done what is the smart thing. They donated to the inauguration fund. They announced more investments in the U. | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BFS174W3RBC2CBJ31VZXQ", "signals": [{"quote": "This is ridiculous. It's unrealistic. They're not going to move the entire supply chain to America. It's an impossible | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BFS174W3RBC2CBJ31VZXQ", "signals": [{"quote": "This is not happening. This is just a Friday afternoon tweet, spicy tweet from Trump. Ignore it. It's not happening. T | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BFS174W3RBC2CBJ31VZXQ", "signals": [{"quote": "Apple stock is down a couple of points today, which might be indicative of some investor concern", "stance": "bearish" | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BFS174W3RBC2CBJ31VZXQ", "signals": [{"quote": "there are low millions of people was the number I heard, two, three million people who actually work on the iPhone pro | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BFS174W3RBC2CBJ31VZXQ", "signals": [{"quote": "The audience for this is Tim Cook. He wants another favor. He wants Tim Cook to come kiss the ring again.", "stance": | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BFS174W3RBC2CBJ31VZXQ", "signals": [{"quote": "So because Cook didn't go on an unrelated trip that the president took with other tech people, his business model is n | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BFS174W3RBC2CBJ31VZXQ", "signals": [{"quote": "Tim Cook does need to make a visit to Mar-a-Lago.", "stance": "neutral", "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BFS174W3RBC2CBJ31VZXQ", "signals": [{"quote": "I just don't think it's conducive to a high-performance business climate if we're constantly having to dodge the yes. | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BSG0WH417D73GSGTW4R3N", "signals": [{"quote": "just given how far apple has dropped the ball on hardware ai integration compared to just for example this week google | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BSG0WH417D73GSGTW4R3N", "signals": [{"quote": "what's the value of the iphone today for apple it's it's like what oh i mean it is it is the company", "stance": "bull | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BSG0WH417D73GSGTW4R3N", "signals": [{"quote": "mean i'd say it's 80 of the value of the of apple is the iphone right it's got to be 90 of the profits", "stance": "ne | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BSG0WH417D73GSGTW4R3N", "signals": [{"quote": "the johnny ive era of apple is famous for a reason", "stance": "bullish", "signal_class": "assessment", "speaker_name" | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BSG0WH417D73GSGTW4R3N", "signals": [{"quote": "it's an earned reputation from a lot of them really just great work", "stance": "bullish", "signal_class": "endorsemen | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BSG0WH417D73GSGTW4R3N", "signals": [{"quote": "they famously were going to release a television i had heard that that was like a fait accompli that they were going t | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "paying a 30% tax to Apple is, really does break a lot of businesses in the consumer subscription space or in the subsc | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "Apple has too much control over what gets put on your iPhone. They consider that a feature. Most of us consider it a n | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "the judge went pretty hard here saying that they hid the truth and that VP of finance, Alex Roman, outright lied under | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "my thesis is that now any company that distributes via the iOS app store, which is a lot of startups, is now inherentl | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "Apple has an argument to get paid some amount for being a digital retailer. They will handle promoting your app in the | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "you gotta take 30% out of the 70. We're actually making $49 when people go through the app store and we're acquiring p | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "I would have a preferred partner program that gets you marketing and top level distribution for 30% cut and then I wou | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "one of the problems with a monopoly or a duopoly which is really what the app stores are, it's a duopoly and the duopo | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "Google Play has the same rate as Apple? You would think in a competitive market that there would be some Google would | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "You have everybody in the world making apps. It's so easy to make an app so you have this really long line around the | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "the difference here between the Apple situation, the Steam situation, and just, I would actually say the supermarket e | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "to me, it's the little guy that wins here at the expense of all of our 401ks because everyone holds Apple stock.", "st | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "So the other option would be to force Apple to allow other app stores. I think that might have happened in Europe. Tha | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "this is all being done because of Epic Games, the makers of Fortnite... Tim Sweeney... This guy is like a hardcore mof | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06E7ZDTJAD3A81SBA3EPGVH", "signals": [{"quote": "I'm more excited about like small game developers who can now generate so much more money from their application. The | observed | artifact ↗ | 2025-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JJCKWQ33HCYFZFQEV31KA", "signals": [{"quote": "Why don't you do what Spotify does? Why don't you do what Apple does? Which is pay content creators for using their co | observed | artifact ↗ | 2025-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06KKHHTQDER9BHDC8KJ0Y2T", "signals": [{"quote": "we're planning on having all the podcasts be free at first but uh zing me an email with what you've got in mind and we | observed | artifact ↗ | 2025-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NW1TVD8TY7GZQJQXJJC61", "signals": [{"quote": "However, more recently, iPhone sales, much like smartphone sales around the world, have slowed, you might even say sta | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NW1TVD8TY7GZQJQXJJC61", "signals": [{"quote": "And so Apple might be time for another act now that the Division Pro has yet to catalyze revenue growth.", "stance": " | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06SPM2TXQDTXM4BXGC8V0XH", "signals": [{"quote": "that's why it was so critical for them to give tens of billions of dollars a year to apple to secure those high-end cu | observed | artifact ↗ | 2024-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06SPM2TXQDTXM4BXGC8V0XH", "signals": [{"quote": "does that mean that google cannot pay apple for the traffic well that would be interesting because then the market cap | observed | artifact ↗ | 2024-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06SPM2TXQDTXM4BXGC8V0XH", "signals": [{"quote": "the dma which is a new legislation in europe actually forces apple to give users a browser choice", "stance": "neutral | observed | artifact ↗ | 2024-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TSPGP3CHHRYMHHNX2RZVA", "signals": [{"quote": "the cost of the batteries he's putting in there are really cheap because of electric vehicles and Tesla, Tesla's vehic | observed | artifact ↗ | 2024-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TSPGP3CHHRYMHHNX2RZVA", "signals": [{"quote": "And this is happening in AirPods right now. I told you the story of these AirPods fours have a game changing feature o | observed | artifact ↗ | 2024-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VBFC2KCN1AGRX5BJM3N27", "signals": [{"quote": "i think the concern that people had here is that apple was turning this on automatically for signal if you turned on a | observed | artifact ↗ | 2024-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VBFC2KCN1AGRX5BJM3N27", "signals": [{"quote": "a lot of people think that apple has offered a reasonable set of privacy guidelines for their use of ai which is on-sc | observed | artifact ↗ | 2024-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VBFC2KCN1AGRX5BJM3N27", "signals": [{"quote": "going through privacy-minded forums talking to people about this my impression is that apple's setup is the gold stand | observed | artifact ↗ | 2024-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VBFC2KCN1AGRX5BJM3N27", "signals": [{"quote": "i think the media has been very positive about apple's work here but i don't think that general media privacy educatio | observed | artifact ↗ | 2024-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VBFC2KCN1AGRX5BJM3N27", "signals": [{"quote": "so to your point this comes down to do you trust apple and their approach to ai i would not trust as but one example g | observed | artifact ↗ | 2024-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VBFC2KCN1AGRX5BJM3N27", "signals": [{"quote": "apple has made such a push though about being the privacy first provider for mobile operating systems and hardware for | observed | artifact ↗ | 2024-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VBFC2KCN1AGRX5BJM3N27", "signals": [{"quote": "so i guess the way that i'm going to approach this jason after going through my settings today and tinkering with it i | observed | artifact ↗ | 2024-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VBFC2KCN1AGRX5BJM3N27", "signals": [{"quote": "supposedly this five inch i think it's five inch by five inch by two inch is now the most powerful mac you can buy tha | observed | artifact ↗ | 2024-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VBFC2KCN1AGRX5BJM3N27", "signals": [{"quote": "they start at 599 which makes it i think the cheapest way to get into mac os now and you can put it on any monitor so | observed | artifact ↗ | 2024-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VBFC2KCN1AGRX5BJM3N27", "signals": [{"quote": "i do think this could be um apple's best product over the last couple years", "stance": "bullish", "signal_class": "as | observed | artifact ↗ | 2024-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VBFC2KCN1AGRX5BJM3N27", "signals": [{"quote": "i think apple needs to get more entry-level computing products in the market so i think that's a way for them to just | observed | artifact ↗ | 2024-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WHQNSJ676AY143P3NHXBJ", "signals": [{"quote": "Yeah. So, I mean, the Vision Pro to us, it's like clear as day. This is an incredible", "stance": "bullish", "signal_c | observed | artifact ↗ | 2024-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WHQNSJ676AY143P3NHXBJ", "signals": [{"quote": "every single experience that I had seen was just using this to look at like rounded rectangles floating in space. And. | observed | artifact ↗ | 2024-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WHQNSJ676AY143P3NHXBJ", "signals": [{"quote": "made something that's made me want to go out and buy a vision pro right away. But this did, I, I mean, honestly, I thi | observed | artifact ↗ | 2024-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WHQNSJ676AY143P3NHXBJ", "signals": [{"quote": "what I think this, this, this prototype that now became a thing called laps with a Z, uh, for the vision pro is so coo | observed | artifact ↗ | 2024-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WHQNSJ676AY143P3NHXBJ", "signals": [{"quote": "I actually don't want to go to F1 in person. I do want to experience this because the, being able to switch between th | observed | artifact ↗ | 2024-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YF7HEAR8NKPT04H63YD3E", "signals": [{"quote": "i come back to the idea that there's you know there's the apples and googles of the world which have inherent advantag | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YF7HEAR8NKPT04H63YD3E", "signals": [{"quote": "you bring up siri and gemini once these are baked into all of those billions of devices are is anyone going to be able | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YF7HEAR8NKPT04H63YD3E", "signals": [{"quote": "talking to siri you know this ios 18 ai apple intelligence is like talking to a toddler", "stance": "bearish", "signal | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZY0AKNNBC3AEJ6GDXP6FF", "signals": [{"quote": "we see what happens when apple controls your phone and they don't let you use your own browser which they block for a | observed | artifact ↗ | 2024-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZY0AKNNBC3AEJ6GDXP6FF", "signals": [{"quote": "i think it's been effective in making the ad monopolies stronger um when you have first party data within facebook the | observed | artifact ↗ | 2024-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZY0AKNNBC3AEJ6GDXP6FF", "signals": [{"quote": "all of the platforms are ad companies even apple apple has a 20 plus billion dollar a year advertising business just f | observed | artifact ↗ | 2024-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0708SMWHJMF47QN92QFE5K1", "signals": [{"quote": "there should be a button that says donate that goes to our stripe page and let you donate with or whatever we choose t | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0708SMWHJMF47QN92QFE5K1", "signals": [{"quote": "so it's just interesting to see a lot of the features that were in products like superhuman uh gmail uh grammarly uh n | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0708SMWHJMF47QN92QFE5K1", "signals": [{"quote": "the writing assistant tool very good and so here i was i think in our docket um we write a nice little docket here and | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0708SMWHJMF47QN92QFE5K1", "signals": [{"quote": "i love read review now when you do reader view in safari you have summarize you click summarize and you'll get essenti | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0708SMWHJMF47QN92QFE5K1", "signals": [{"quote": "another kind of interesting aspect of this is when you talk to siri it puts a glowing bar around your whole iphone whi | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0708SMWHJMF47QN92QFE5K1", "signals": [{"quote": "and then knowing that you don't always want to talk to it there's a a spot on the bottom of your keyboard if you doubl | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M071Z0CPW7GJJKMYMS5ZNTXN", "signals": [{"quote": "as apple pointed out in the wake of the san bernardino case building an insecure system to allow for third-party entra | observed | artifact ↗ | 2024-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M071Z0CPW7GJJKMYMS5ZNTXN", "signals": [{"quote": "the fbi requested apple's help to unlock two iphones and then there was san bernardino you pointed out i think that wa | observed | artifact ↗ | 2024-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M072STBBA2PZ9ZE0E1HX7W40", "signals": [{"quote": "They pay Apple, what? 20, 30 billion a year to be the default there, which is what got them in trouble is doing those | observed | artifact ↗ | 2024-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07936TX0GF4VABSE62EA9JY", "signals": [{"quote": "They are known for making what they call tuck-in acquisitions at Apple.", "stance": "neutral", "signal_class": "fact_c | observed | artifact ↗ | 2024-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07936TX0GF4VABSE62EA9JY", "signals": [{"quote": "Or if they do, they shut that down immediately, get rid of the website, scrub as much information as possible.", "stan | observed | artifact ↗ | 2024-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C7KSHWW2A8CZNST3D9EGQ", "signals": [{"quote": "i think apple is very very subtly figuring this out", "stance": "bullish", "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C7KSHWW2A8CZNST3D9EGQ", "signals": [{"quote": "i think they're figuring it out like i mean the next ios release is going to be fire", "stance": "bullish", "signal_cl | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C7KSHWW2A8CZNST3D9EGQ", "signals": [{"quote": "i'm going to give them a b plus for this new sneaky feature people yeah i like it", "stance": "bullish", "signal_class | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C7KSHWW2A8CZNST3D9EGQ", "signals": [{"quote": "i love apple kind of sliding that in and testing it out", "stance": "bullish", "signal_class": "endorsement", "speaker | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C7KSHWW2A8CZNST3D9EGQ", "signals": [{"quote": "this is the thing about you know the big um companies right they can add a feature and a billion people use it and the | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C7KSHWW2A8CZNST3D9EGQ", "signals": [{"quote": "in order for us to make that useful with open ai we'd have to go and upload all our photos to open ai we're never goin | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07FXSVJXNSFEDB4E1Z67HFA", "signals": [{"quote": "So you have an iPhone, you send a message to an Android user before Beeper Mini, it was unencrypted. It was a green bu | observed | artifact ↗ | 2024-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07FXSVJXNSFEDB4E1Z67HFA", "signals": [{"quote": "So Apple took action to block beeper mini users from being able to send and receive I messages.", "stance": "bearish", | observed | artifact ↗ | 2024-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07FXSVJXNSFEDB4E1Z67HFA", "signals": [{"quote": "And they even came out with a public statement. Um, a couple of days after explaining or trying to use the argument th | observed | artifact ↗ | 2024-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07FXSVJXNSFEDB4E1Z67HFA", "signals": [{"quote": "Yeah, and for people who aren't following it, the Justice Department, according to the New York Times and other folks | observed | artifact ↗ | 2024-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07FXSVJXNSFEDB4E1Z67HFA", "signals": [{"quote": "There's no reason if you buy a piece of hardware, like an iPhone that you shouldn't have the right to pick your browse | observed | artifact ↗ | 2024-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07FXSVJXNSFEDB4E1Z67HFA", "signals": [{"quote": "You know, I don't think Apple's being particularly reasonable here. I think it's like a giant mistake for them to, to | observed | artifact ↗ | 2024-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07FXSVJXNSFEDB4E1Z67HFA", "signals": [{"quote": "in the case of iMessage, you know, they sell phones by locking you into the, uh, platform WhatsApp. No, one's really s | observed | artifact ↗ | 2024-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07H3HFP61X0MS5Y40JNXYH3", "signals": [{"quote": "where it's like a small tuck in apple doesn't do big acquisitions the biggest one was beats probably like if you're do | observed | artifact ↗ | 2024-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07HSSV1Y586E1SZ0YZDF787", "signals": [{"quote": "apple's never going to make the iphone in india and sure enough apple's making the iphone in india and they're making | observed | artifact ↗ | 2024-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07HSSV1Y586E1SZ0YZDF787", "signals": [{"quote": "big factories there samsung apple lots of these major companies have huge factories and especially around hanoi uh nor | observed | artifact ↗ | 2024-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07HSSV1Y586E1SZ0YZDF787", "signals": [{"quote": "it used to be they made like the the maybe four or five generations ago in india but now they move the 14 or 15 i thin | observed | artifact ↗ | 2024-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07HZ7396RA9P36YPKZ3A8TD", "signals": [{"quote": "This is why Apple should have launched a TV.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEA | observed | artifact ↗ | 2024-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07HZ7396RA9P36YPKZ3A8TD", "signals": [{"quote": "the Apple's UI doesn't really allow you to do it in any kind of significant way that's usable.", "stance": "bearish", | observed | artifact ↗ | 2024-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07HZ7396RA9P36YPKZ3A8TD", "signals": [{"quote": "given what I've seen, the amount of controls that Apple has and allow is very, very limited. Like once your kid has an | observed | artifact ↗ | 2024-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07HZ7396RA9P36YPKZ3A8TD", "signals": [{"quote": "So, uh, kudos to Apple doing sensitive content warnings.", "stance": "bullish", "signal_class": "endorsement", "speake | observed | artifact ↗ | 2024-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07HZ7396RA9P36YPKZ3A8TD", "signals": [{"quote": "Oh yeah, they do. They've said this, not plain, but they've said that they are monitoring. I message for, um, you know | observed | artifact ↗ | 2024-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07J9Y1G1TK5VHN0CAHX0EZQ", "signals": [{"quote": "there was you know this uh um highly sophisticated ios tool chain that that just came out where they were hacking ipho | observed | artifact ↗ | 2024-01-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07J9Y1G1TK5VHN0CAHX0EZQ", "signals": [{"quote": "i trust apple the most i guess would be the best way to put it you know you end up with a homogenization kind of probl | observed | artifact ↗ | 2024-01-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07KJHZY19X1ENBPYV76YBF9", "signals": [{"quote": "apple released uh like a version of a model called ferret and put it into you know hugging face", "stance": "neutral", | observed | artifact ↗ | 2024-01-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ND5E0YKSM33W68G3TT8Z8", "signals": [{"quote": "apple i think is four days a week now or four days a week in the year there might be three or four right now", "stance | observed | artifact ↗ | 2023-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07PTQZH3B5YC0C3GJNGW0TH", "signals": [{"quote": "after a while, if you're going to be totally candid, right? And so I think what you find is that this notion like, oh, | observed | artifact ↗ | 2023-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07PTQZH3B5YC0C3GJNGW0TH", "signals": [{"quote": "but what's changed? Why am I not throwing them away? And it's a today, all these things connect to my iPhone. So my iP | observed | artifact ↗ | 2023-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "Apple's doing this strategy where they're, they're opening the films theatrically for a few weeks.", "stance": "neutra | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "Apple's revenue, um, is in 2022 was five times greater than the revenue of the entire film industry. Apple revenue las | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "Arcade is a good one. Yeah.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_100", "spea | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "Cause it has non ad non mana begging for money games, which is great for a parent. Also news is kind of nice to have o | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "There's a big, maybe apple's going to jump in in 2025 and grab those F one rights.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "And so those, they're going to make some of the content free for everybody. And then some of it behind the paywall.", | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "I think if he wasn't working with a prestige player, like Netflix or Apple, he might have to make more concessions in | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "And I definitely think that if he was making a more conventional studio movie, he'd have to probably think about those | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "now I think 250 with killer, killers of the flower moon probably costs.", "stance": "neutral", "signal_class": "fact_c | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "if you're Apple, if you're net, especially if you're Netflix, if you're Amazon, it benefits you if those movie theater | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "I love their strategy here. I think their strategy is fascinating.", "stance": "bullish", "signal_class": "endorsement | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "They haven't announced a release date yet, but probably December, but that they're getting the four hour director's cu | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "So this is great. I mean, I, I love the fact that the director's cut is baked in. We're baking in the director's cut. | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "In November, we're going to get the two and a half hour theatrical Napoleon cut. It is going to go on Apple TV plus pr | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SBQZANK69V4QCJG0DFJ0Z", "signals": [{"quote": "we're watching Apple, uh, they're going full auteur.", "stance": "neutral", "signal_class": "assessment", "speaker_nam | observed | artifact ↗ | 2023-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YRZ1MCH97K27QA5H51EYK", "signals": [{"quote": "rolling out quote a system for checking photos for child abuse imagery on a country-by-country basis depending on loca | observed | artifact ↗ | 2021-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YRZ1MCH97K27QA5H51EYK", "signals": [{"quote": "i do think directionally apple is correct in what they're doing and i do think anybody who's nervous about their priva | observed | artifact ↗ | 2021-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YRZ1MCH97K27QA5H51EYK", "signals": [{"quote": "are likely not using an iphone they're probably using some very you know secure version of the tour network which is k | observed | artifact ↗ | 2021-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YRZ1MCH97K27QA5H51EYK", "signals": [{"quote": "i think that reflects apple accepting the prevailing wisdom that everyone is just fine having tech companies scan thei | observed | artifact ↗ | 2021-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YYV6APXBBW1S0DBZ88044", "signals": [{"quote": "apple they did not invent the mp3 player they did not invent the smartphone they did not invent the tablet nor did the | observed | artifact ↗ | 2021-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M082VCVS34CSHM7F7049B24B", "signals": [{"quote": "i think that's going to be a trigger for this antitrust regulators and there's a very easy way to solve it just allow | observed | artifact ↗ | 2021-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M083Y17QZT1EBFQE6BMVD2G2", "signals": [{"quote": "Despite the big day and the antitrust wind Facebook's ad business still faces massive headwinds from Apple. As you kno | observed | artifact ↗ | 2021-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M083Y17QZT1EBFQE6BMVD2G2", "signals": [{"quote": "Apple's market cap today is twice as much. And they had 137 billion in iPhone revenue alone, and maybe 25 billion or s | observed | artifact ↗ | 2021-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M083Y17QZT1EBFQE6BMVD2G2", "signals": [{"quote": "the average revenue per user, which we call our poo in the business of iPhone users was three and a half times that of | observed | artifact ↗ | 2021-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0859MGR3EPP4MV2MWZCXEXS", "signals": [{"quote": "Part of Facebook CEO Mark Zuckerberg plan to build more consumer devices that circumvent Apple and Google. So the war | observed | artifact ↗ | 2021-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0859MGR3EPP4MV2MWZCXEXS", "signals": [{"quote": "Tim Cook, Facebook's awesome vision to make you confirm your privacy. And they're making that their rallying cry is br | observed | artifact ↗ | 2021-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0859MGR3EPP4MV2MWZCXEXS", "signals": [{"quote": "if you just look at what Apple's done, their recent moves in privacy are nothing short of inspiring, outstanding, and | observed | artifact ↗ | 2021-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0859MGR3EPP4MV2MWZCXEXS", "signals": [{"quote": "these things are going to become the standard in Apple products. And they're going to be unbelievable.", "stance": "bu | observed | artifact ↗ | 2021-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0859MGR3EPP4MV2MWZCXEXS", "signals": [{"quote": "this is the beginning of, you know, headwinds for Facebook and Google, that I think will hit Facebook more acutely bec | observed | artifact ↗ | 2021-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0859MGR3EPP4MV2MWZCXEXS", "signals": [{"quote": "There's a privacy dashboard now in iOS 15 to make it easier to see which apps are collecting your data and when and th | observed | artifact ↗ | 2021-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0859MGR3EPP4MV2MWZCXEXS", "signals": [{"quote": "this is all going to start to be native inside the app and inside of browsers.", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2021-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0859MGR3EPP4MV2MWZCXEXS", "signals": [{"quote": "they're moving Siri and all that processing to your phone. So the audio is never going to leave your phone or iPad.", | observed | artifact ↗ | 2021-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0859MGR3EPP4MV2MWZCXEXS", "signals": [{"quote": "it's a no brainer for Facebook to try to hit Apple.", "stance": "neutral", "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2021-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M085DCP1JPNWEYE8ZF7GE8BF", "signals": [{"quote": "if a company believes that building something like the iPhone or VR AR goggles that Apple is clearly working on, or th | observed | artifact ↗ | 2021-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0862R5FJKC0H742YB9MZ0R8", "signals": [{"quote": "apple and google coddled employees uh for decades and you know she's she's pretty objective about this saying listen y | observed | artifact ↗ | 2021-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M086JRXH3SBC1R411P5PN1GQ", "signals": [{"quote": "On May 10th Business Insider reported that Apple had hired Facebook's ads PM Antonio Garcia Martinez, who is very outs | observed | artifact ↗ | 2021-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087925DNXY7X49W535E5QC6", "signals": [{"quote": "it was a really exciting, exciting keynote today, and there's a lot to get into.", "stance": "bullish", "signal_class" | observed | artifact ↗ | 2021-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087925DNXY7X49W535E5QC6", "signals": [{"quote": "The most important one, as far as I'm concerned, is this Apple podcast redesign.", "stance": "bullish", "signal_class" | observed | artifact ↗ | 2021-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087925DNXY7X49W535E5QC6", "signals": [{"quote": "We're also introducing Apple Podcasts subscriptions, which enables you to unlock new content, as well as additional be | observed | artifact ↗ | 2021-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087925DNXY7X49W535E5QC6", "signals": [{"quote": "This M1 chip, not made by Intel, not made by AMD, this is their chip. And it's now in every device. This is really spe | observed | artifact ↗ | 2021-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087925DNXY7X49W535E5QC6", "signals": [{"quote": "magic keyboard is still 300 bucks, which is almost half the price of the iPad itself. I mean, Apple, you are a trip. O | observed | artifact ↗ | 2021-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087925DNXY7X49W535E5QC6", "signals": [{"quote": "The incredible new iMac that completely reinvents one of the world's most iconic computers and the new iPad Pro with t | observed | artifact ↗ | 2021-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087J1JQCGY0FXTEDSKVZCP8", "signals": [{"quote": "No, the company that actually stops new dating apps is Apple.", "stance": "bearish", "signal_class": "criticism", "spe | observed | artifact ↗ | 2021-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087J1JQCGY0FXTEDSKVZCP8", "signals": [{"quote": "Yeah, it's really hard to get dating apps approved. We got declined when we first submitted to the App Store because w | observed | artifact ↗ | 2021-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M088J5K912V28292EVE5JBPS", "signals": [{"quote": "Apple doesn't do anything in venture capital. They've never done this. Um, based on what I know, they may have done it | observed | artifact ↗ | 2021-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M088J5K912V28292EVE5JBPS", "signals": [{"quote": "it's been a great partnership. I mean, it was obviously a capital investment, but we've already done a bunch of stuff | observed | artifact ↗ | 2021-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B8X88QVCQFEJ99Z2HZPHV", "signals": [{"quote": "Well, I certainly looked at Apple a number of times during, you know, its life, you know, even after it got crushed af | observed | artifact ↗ | 2021-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BH79GQS38E2MSM6AGZHNP", "signals": [{"quote": "The reason why people love Apple, everyone touches their product.", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2020-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BH79GQS38E2MSM6AGZHNP", "signals": [{"quote": "And this is where my head was like, they're charging you $1,200 for a phone, but they took out the charger? Because th | observed | artifact ↗ | 2020-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6M5VYFR1BF814G2ENWNJD", "signals": [{"quote": "I thought Apple would just solve it. I was like, Oh, great. Here we go. Apple Photos. And now we're all set. We're goi | observed | artifact ↗ | 2020-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6T439JDHBEPW35V9X0D7Z", "signals": [{"quote": "Apple has so much power in the industry that they are making their own chips. Now with smartphones, this was, there we | observed | artifact ↗ | 2020-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7M1W8ASVC46WVDZMK0DN4", "signals": [{"quote": "this is why we see Apple spin up an entire privacy marketing division and all these like privacy that's iPhone ads. It | observed | artifact ↗ | 2020-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7TZ5K7MN5W6883JS4ERV2", "signals": [{"quote": "Apple's coming out with reportedly AR", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_05 | observed | artifact ↗ | 2020-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7TZ5K7MN5W6883JS4ERV2", "signals": [{"quote": "And obviously, Apple is going to be vindictive because these people left to create a competitor to Apple. So there's g | observed | artifact ↗ | 2020-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7TZ5K7MN5W6883JS4ERV2", "signals": [{"quote": "because anything they do Apple and Google, and everybody else are going to be able to compete against.", "stance": "ne | observed | artifact ↗ | 2020-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8M8W02DYSDQFS4NW8BWT3", "signals": [{"quote": "So I, before I was founder and CEO of caffeine, I was the founder and CEO of an app search company called chump, C H O | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8M8W02DYSDQFS4NW8BWT3", "signals": [{"quote": "one of the things that I believe somebody at Apple said to me early on when joining the company was that when Apple sh | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A97N7X0XPWW04PW0R7VQKJ", "signals": [{"quote": "Yeah. So look, I think of Apple Pay as our number one competitor. I also think it's a great product. And as do you, ob | observed | artifact ↗ | 2020-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A97N7X0XPWW04PW0R7VQKJ", "signals": [{"quote": "And if they're on that iPhone and they're buying something, then they can use Apple Pay. Now, you know, 70% of e-comme | observed | artifact ↗ | 2020-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A97N7X0XPWW04PW0R7VQKJ", "signals": [{"quote": "So even in that context, it is a lot of money. But to give you an example, if you're on a MacBook and you go to apple. | observed | artifact ↗ | 2020-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A97N7X0XPWW04PW0R7VQKJ", "signals": [{"quote": "So it is highly contextual and it's not available in a lot of circumstances.", "stance": "bearish", "signal_class": "a | observed | artifact ↗ | 2020-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A97N7X0XPWW04PW0R7VQKJ", "signals": [{"quote": "And that is for somebody who uses all Apple equipment.", "stance": "bearish", "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2020-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A9K54PXDBB0ZB4SSW9VPZ6", "signals": [{"quote": "Except they do, like where they had Eddie Q gave Amazon a better deal. And then, now they're in court.", "stance": "be | observed | artifact ↗ | 2020-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A9K54PXDBB0ZB4SSW9VPZ6", "signals": [{"quote": "I think you are dramatically underestimating the lock-in effects that Apple has on their ecosystem.", "stance": "bulli | observed | artifact ↗ | 2020-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A9K54PXDBB0ZB4SSW9VPZ6", "signals": [{"quote": "if iPhones in China did not have WeChat on it, Apple's market share would go to zero. Apple gets 15% to 20% of their e | observed | artifact ↗ | 2020-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AA1ENKVP87KAPCM1FVMWZH", "signals": [{"quote": "Apple has been the directory of choice. And Apple still has the largest app to consume podcasts. But they have really | observed | artifact ↗ | 2020-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AA1ENKVP87KAPCM1FVMWZH", "signals": [{"quote": "Apple does support chapters. They, they have forever in the, uh, M4A format. And they recently had an MP3 chapter supp | observed | artifact ↗ | 2020-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ACFN4VA5V55V3HCNVMK895", "signals": [{"quote": "Some of the most important innovations, Apple. I mean, Israelis are working on the M1 and M2 chips.", "stance": "neutr | observed | artifact ↗ | 2024-06-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADCEQAAS32C1E9WTAFY509", "signals": [{"quote": "Yeah, this is really going to be powerful. And I think what we're seeing here is a massive moment for computing.", "st | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADCEQAAS32C1E9WTAFY509", "signals": [{"quote": "Nah, they make their money from hardware and services. They got it locked up.", "stance": "bullish", "signal_class": " | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADCEQAAS32C1E9WTAFY509", "signals": [{"quote": "Okay, so that's my first point is that this is going to dramatically push us towards speech and away from touch.", "st | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADCEQAAS32C1E9WTAFY509", "signals": [{"quote": "What it's also going to do this is my second point is it's going to take Siri from being like a single task doer to mo | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADCEQAAS32C1E9WTAFY509", "signals": [{"quote": "United app, they've watched us use the Open Table app, they've watched us use Uber, they've watched us use DoorDash, t | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADCEQAAS32C1E9WTAFY509", "signals": [{"quote": "that I think Apple's in a very unique place to thread the needle on. This means the app economy becomes even more impo | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADCEQAAS32C1E9WTAFY509", "signals": [{"quote": "Not only did they say open AI, they called them the industry leader. They gave them their flowers and they said powere | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AEXW976ZZ4HDSSTBFCFP37", "signals": [{"quote": "Remember when Apple kind of got off the Intel, uh, you know, train, they just, Steve Jobs realized, like, we're a comp | observed | artifact ↗ | 2024-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AEXW976ZZ4HDSSTBFCFP37", "signals": [{"quote": "So they optimize the M2 and M3 chips to last forever, the battery and last forever. And it's optimized for browser and | observed | artifact ↗ | 2024-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFP0PE3A24RJM01S9AZW6D", "signals": [{"quote": "you have somebody like apple who's just so good at it that they're going to own the category", "stance": "bullish", "s | observed | artifact ↗ | 2024-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQAJ08WTJCQPB0K713BM7M", "signals": [{"quote": "I think Apple and Amazon did great. Facebook did horrible. And Google is somewhere in between those other parties.", " | observed | artifact ↗ | 2020-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQTM3C90T16GMZBEJ6C4S7", "signals": [{"quote": "Robin Hart is saying Spotify is an iTunes killer.", "stance": "bearish", "signal_class": "prediction", "speaker_name": | observed | artifact ↗ | 2011-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQTM3C90T16GMZBEJ6C4S7", "signals": [{"quote": "Apple in the Cloud launch date as early as June, they're saying. Let's see if we're going to hold them to that. Why it | observed | artifact ↗ | 2011-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AR95JEG161ZMXYCKSWK22R", "signals": [{"quote": "And, of course, what we wound up with is an iTunes button. Yeah. Right? And so some commercial entity owns it.", "stan | observed | artifact ↗ | 2010-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AR95JEG161ZMXYCKSWK22R", "signals": [{"quote": "And then he showed iTunes with podcasting, and my podcast was what he demoed.", "stance": "neutral", "signal_class": " | observed | artifact ↗ | 2010-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ARQ49QNH2JP700QAVH1ATR", "signals": [{"quote": "the iPhone and the iPhone 3G and iPod touch are nearly identical in the hardware bits. The iPhone 3G only had a newer | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ARQ49QNH2JP700QAVH1ATR", "signals": [{"quote": "all of them use the same, what's called a system-on-a-chip that's manufactured by Samson.", "stance": "neutral", "sign | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ARQ49QNH2JP700QAVH1ATR", "signals": [{"quote": "The first-generation iPod touch and iPhone and iPhone 3G all uses what's called a Samson S5L 8900.", "stance": "neutra | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ARQ49QNH2JP700QAVH1ATR", "signals": [{"quote": "The rest of the ports are going to be harder because none of the other iPhones and iPods use the S5L 8900.", "stance": | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ARQ49QNH2JP700QAVH1ATR", "signals": [{"quote": "The iPod touch second-generation uses what's called a S5L 8720, and the 3GS uses an S5L 8920. So these are obviously v | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ARQ49QNH2JP700QAVH1ATR", "signals": [{"quote": "I think a lot of people are also lazy because, I mean, you have all these Android devices, or you can just go with the | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS29MSQ7R2YDJYTB8QA5ST", "signals": [{"quote": "Perhaps with a tablet, it's more like, because of the Android marketplace, things like apps, like, I mean, I think tha | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS29MSQ7R2YDJYTB8QA5ST", "signals": [{"quote": "I mean, it's not insurmountable, but they've done very well with what they have made.", "stance": "bullish", "signal_c | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS29MSQ7R2YDJYTB8QA5ST", "signals": [{"quote": "Yes, sir. Yeah, I mean, I've heard 12 and 13 hours, and I've experienced about that myself, so it's pretty impressive. | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS29MSQ7R2YDJYTB8QA5ST", "signals": [{"quote": "Yeah, I think it's BS, to be honest with you.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPE | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ASEJ29CZBDRNHM3F8CCV2N", "signals": [{"quote": "And I think, you know, they need credit for catching up on Android. I mean, you know, Apple, when the iPhone came out, | observed | artifact ↗ | 2012-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZEH6FRXS3P5Z9KVBGAR7T", "signals": [{"quote": "if you look at apple's revenue in the last few months i think they generated over 100 billion dollars in revenue you k | observed | artifact ↗ | 2021-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZEH6FRXS3P5Z9KVBGAR7T", "signals": [{"quote": "to spend it you know they built a four billion dollar campus or something and they can't put a debt in it like that ca | observed | artifact ↗ | 2021-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZEH6FRXS3P5Z9KVBGAR7T", "signals": [{"quote": "i'm actually surprised at the degree to which the fang companies you know google and facebook and uh netflix and apple | observed | artifact ↗ | 2021-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SV7BSRC1FMV87673T8TT3Z", "signals": [{"quote": "Remember I was very critical of Tim Cook for a long period of time. Stock went up. He bought back all the stock, bough | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SV7BSRC1FMV87673T8TT3Z", "signals": [{"quote": "There's no doubt in my mind that within two, three years, Apple is going to get 70, 80% as good as dictation tools lik | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ASKPE7A1HVQPRRETG5HDHS", "signals": [{"quote": "Apple has launched the $1,999 iPhone Duo. Cheaper models are reportedly being pushed to spring 2027.", "stance": "neut | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ASKPE7A1HVQPRRETG5HDHS", "signals": [{"quote": "Apple took an existing product category that was very popular for a very long time and they reinvented it.", "stance": | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
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signal.commentary | {"context": null, "run_ref": "01M2ASKPE7A1HVQPRRETG5HDHS", "signals": [{"quote": "the all new dedicated Siri app brings together rich conversations across a user's Apple product. So I guess this is th | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
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signal.commentary | {"context": null, "run_ref": "01M2ASKPE7A1HVQPRRETG5HDHS", "signals": [{"quote": "This doesn't really use the two screen particularly well. That's a bad example. Meh.", "stance": "bearish", "confidenc | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ASKPE7A1HVQPRRETG5HDHS", "signals": [{"quote": "does having the two screens provide so much value that you open it as opposed to just using the top level screen befor | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ASKPE7A1HVQPRRETG5HDHS", "signals": [{"quote": "It's absurd. It's $2,000 to $3,000 for this device. Yeah, that's crazy. Ridiculous.", "stance": "bearish", "confidence | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
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