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Apple was taking a strategic approach to build an app store business and support developers. observed
No person- or entity-level identity check is on record for this company. A name match is not one.
The inclusion bar: two or more independent sourced evidence families. This profile is reachable but not in the ranked index. It is a statement about how much evidence we hold, and about nothing else.
We have not established fit. That is not a soft no and not a soft yes — it is unknown, and it is never counted as a qualified prospect.
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 (119 signals/60d), so no number is claimed.
↗ Strongest signal: funding_magnitude (22% of the score).
↓ Scored on 1 of 4 components — funding_recency, adoption, developer had no computable metric.
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Like, I just don't use any of the integrated features on the phone, which I think creates vulnerabilities for Apple. But I think, you know, listen, this is the first time that they've been faced, I think, with this level of product risk. But the reality is, they have such lock-in on this device. For somebody else to build a device, maybe Huawei around the world, they're going to be able to ship, you know, perhaps better AI phones around the world. They're not going to be able to ship them into t
Well, I mean, so Apple has self-selected out of the race, right? They're not building a big model. They've been very public about, they think that they can be kind of late mover here. They did this Apple intelligence integration with ChatGPT. And now they're rumors. People don't love. They're going to do a Gemini. And the reality is, you know, as I shared with an Apple executive the other day, I said, here's the only integration that matters. My ChatGPT app on the front page of my Apple phone. R
What does Apple do about, you know, kind of the Siri problem and, and like how much do they need to own themselves versus, you know, kind of let their, let their, let, let other players, you know, kind of, you know, power some of that functionality.
both Tesla and Apple have a huge amount of revenue in China. And when you sense that this thing may be escalating or that there are ripple effects going back and forth, one plausible thing that could happen is either one of them get kicked out of the country. Right, right. That could happen. Yes. And so, of course, you have to discount the stock.
Yeah, but neither of them are controlled by founders.
These are the type of bets that I think it's very, very difficult for a Google or an Apple to make, for the reasons you mentioned, Bill, you know, can they sell it to the public markets? You know, do they have the type of decision making in the boardroom that allows this to occur?
And by the way, Brad, you mentioned that they have this unfair advantage of this huge printing press, but Apple and Google have the same exact printing press and chose not to do this.
maybe in the middle you have, you know, tech pragmatists, I guess I might call them, you know, like Jensen Huang or Tim Cook. I'd probably put myself in this camp who thinks we, we have to compete. We have to re-onshore industry. You probably should have some tariffs in order to achieve that, but you definitely can't decouple or ignore or, or antagonize.
decades of work have gone in at Apple and Google and whatnot.
the intimacy they already have through Gmail or Apple or, you know, I think is not is a very very difficult thing to get over.
I look up to macOS, for example, as an example, where it really works for people who don't understand technology at all. It's entirely magical. But if you are a power user, you've got terminal, you've got settings, you can configure almost anything in macOS. And it's really beautifully done where the complexity is progressively disclosed.
And with Apple, they maintain their leadership position. It had a couple of years of underperformance. And then the multiple got low and they added several ancillary things. And then they also got to play in the application because they get 30% of the app. So they were able to compound very nicely, say 20%.
And it was a mistake with Apple because in the first five or six years of Apple, it was awesome. I mean, it was our largest position. It would go up 50%, 70% a year, except for 08. And then we sold in 2012, when it got to sort of 50% of the US had a smartphone.
Steve Jobs got the price to $200. There was AT&T at a 3G network. It was touchscreen. It was so easy. Your grandmother could do it. And he built an ecosystem and made it simple.
When we were owning Apple, we were paying four times earnings.
Apple constantly talks about how they are privacy first. So I could see this. I could see them kind of offering this premium search functionality within their ecosystem, especially since I can almost guarantee like 99% of Apple users are still using Google. And that experience, we all know that experience has gone significantly downhill over the past number of years.
historically, Apple's not done a great job of getting into people's homes. And so I could see a Sonos acquisition is providing a good jumping off point for tying together things like Apple Music, Siri, Apple TV, and home automation.
I could see this as being offered in conjunction to the Apple Watch for folks that don't necessarily want to invest in the Apple Watch or walk around with a screen on their wrist. It could be a good alternative.
I think if you combine that with Apple's engineering expertise and their OS expertise, you'd have a very compelling technical product fit.
I mean, it's so obvious. Siri still can't understand half the things I say. I'm like, give me, pull up the map. I want to go home. And it calls my mom or something. It's crazy. 11 labs, the obvious, like one shot solution.
So the question that came through that you raised was which suite of companies would make the most sense for Apple in terms of acquisitions. And I just think about AI voice. So I've tried almost every AI voice tool out there and none of them work except for 11 labs. And 11 labs seems like so far ahead of everyone else when it comes to voice. So I'll say 11 labs, Jason.
Apple has a pretty clear pattern with acquisitions. When a technology becomes important enough to experience, Apple eventually wants to own it. So Next gave them the operating system foundation that became macOS and iOS. PA Semi helped them build the silicon capability that eventually let them move off of Intel, and PrimeSense brought the 3D sensing technology that eventually fed into Face ID. So I think AI creates the same kind of moment because it's changing how we actually use computers. Righ
I think the next thing that Apple should maybe be looking into is Boston Dynamics. Now, that might sound crazy, right? But Apple has spent decades mastering personal computing, spatial computing, and, you know, they're trying now on-device AI. But computing is changing shape as we see it. The grand frontier in the future is not maybe on the desk or on your face or in your hands anymore, right? It's in motion, if you will. So by acquiring Boston Dynamics, Apple kind of merges the world's most adv
I feel like Apple TV already is like, they're better quality and consistency than Netflix. They're just not operating at that level and make at that scale. But with Sony, I think they, they, they could. Essentially, they could become a Netflix rival.
Obviously, I think with Siri running your life, running your phone, voice mode is coming. Everybody is going to want to do that. I think the idea, especially you could think of driving, where I still go at home from work every day. There's people like almost killing me doing this. If you could just have your phone in the car and you could just talk to it. People are, you're texting people. You're sending memos. You're answering emails. Your entire life, fix Siri and then some great choice above
Disney is a large company that if you were to have on your devices every Disney show as part of your Apple one, you take your iPhone to the parks, everything there, why not go big here? Why not take a really loved brand and make your devices very unique?
I believe John Ternus should stop buying back the shares and should take massively big swings.
I think a big reason why there's not a lot out there is that there's Apple has an app... it's a stripped down version of that... really elegant to use... it's actually better than a mouse... it was a breeze... highly recommended
it's really almost like a guarantee like this person has a lot of confidence in what they're designing as opposed to like those old crummy like the ET game for uh you know Atari where it just is terrible and they know it's terrible and they're putting it out there anyway because they built it already and what are you going to do so uh that that's definitely something when I see it that a game is free I'm thinking like well they must have a certain level of confidence that I'm actually going to l
I think honestly you know as you kind of look forward um you know free to play gaming if done well um you know sort of gives you the best of both Lots so as a customer you choose to spend 9.99 you can choose to spend 99.99 you can choose to spend nothing and the only thing that sort of dictates you know the degree to which you you want to spend is is yourself so I mean I think that's I think that's the beauty of the system
I think the the beauty of the free to play model if you do it right um is you get to reach lots and lots of people um and uh and a small percentage of those people uh choose to monetize by purchasing Mojo obviously there are opportunities to monetize people through you know through advertising and you know and other mechanisms but I think it opens you up to the widest audience possible and certainly at this stage in the you know in the life of of these devices
from a performance standpoint the device is sort of between um the handheld devices like the PSP or the uh the DS and the Nintendo Wii it's not as performant as an Xbox 360 or a PlayStation 3 so the complexity of games that you can build um compared to those devices is a little bit uh you know that they're a little bit lower but uh I mean really the only thing that's preventing it at the end of the day is adoption... I think customers at the end of the day you know are people like us and they li
if Apple sells you know eight to ten million by the end of this year as I think uh you know analysts are now predicting they'll be you know they'll be well on their way um to building a Competitive Gaming platform
it's more expensive than the magazine Edition in part because Apple's taking a portion of that money right which was I know Jason calicatis who hosts some of the other shows on our network was taking a lot of videos right but you could also argue the people who make the paper are getting whatever they could argue that there's like or the newsstand owner or something is getting a share a 30 chunk is a decent sized chunk
apple is just so far ahead of frankly anyone in terms of successful Hardware manufacturing that it's not worth it you're never good you're never gonna win you're never going to catch up there's nothing you can do
219.18 billion uh this is in terms of market cap the only U.S company valued higher is Exxon Mobil which is 278.64 billion
Apple doesn't really I have mobile me but no real big web presence
Apple is like essentially a device company absolutely that's just toys yeah fun toys fun toys amazing toys fun toys but it almost feels to me like yeah it's just it's entertainment products practically right um as opposed to like hardcore sort of computing um applications
although I have to say I I think I'm willing to give up a lot to get that 12 hour of battery life yeah that is a killer everything there is nothing I mean it's so stupid that that has become a favorite part of this thing
I love it I hate the fact that I can't do some of the things i want to do but i am looking forward to jailbreaking this bad boy as soon as i can and and i'm really looking forward to an android we haven't seen the response from android yet that's what I want that's what I'm interested in
would you do this this and that would you watch movies how often are you reading how often are you you know in bed checking the news and all all of them came back with enough yes is to say yeah you should probably get one
if Apple made iTunes online with everything um then you wouldn't necessarily need to store um your media on your own device but this is the public private thing like you're saying is do we trust somebody else to keep our music collection for us or do we want our own copy of I think that would be really really big
I think it's a personal media library in the cloud that you can access anywhere from any device and it's music video and photos and anything that you want to store and have access to ... Apple provide to users
I think they're trying to take my iPod and my iTunes and all the movies that I've downloaded on iTunes and and and put it in their data center so I can grab it from wherever I am wherever I'm going ... it's basically for media it's a big Media Center ... they want to house and distribute your media
I think that's why iTunes acquired them is is they built the infrastructure for that On Demand right uh iTunes environment and it'll be really interesting to see where where Steve and his jobs and his team take it because you know they've already got this fantastic store and with this cloud-based uh you know streaming destination site we we we'll see where it goes and I I really think it's going to it's going to sort of put your whole music collection on the cloud
everyone's really watching Apple to see what the acquisition of La La Means I think what it does mean is is is having your iTunes library in the cloud
i think that you know itunes is a great example of just being able to discover uh artists through you know some kind of social collaboration and i think that uh you know they'll be able to do that in any of the app stores i think the experience today is frustrating but the experience is only going to get better
i'm the guy who's on record as saying app is crap and i'm not a big believer in the app marketplace metaphor now i know that it's taken hold these days particularly because of the iphone and now we're seeing it in the ipad the problem is i think it's a horrible way ultimately to discover apps because in a world where we only have a few apps okay we can scroll through our pages but as you have proliferation of apps and as you have an app marketplace and as we become as broad and diverse as the in
the biggest news of the week is apple vs um but uh google coming right out of the gate defends htc
i think definitely it's really really hard to get noticed if you develop and really something on the apple market just because there's so many apps um out there right now and from when i hear it actually takes like a lot of marketing and running ads and things like that on on other people's apps and things like that um i think android's kind of like in this in my opinion like this sweet spot where it's not so big that developers can't get noticed like in apple um but it's big enough that you can
i sort of looked into iphone like very very briefly and then i kind of found out that i needed to actually buy a macintosh to write an application for the iphone so that was kind of the end of that
the iphone never really has taken off there and as she said it doesn't support you know putting a sort of like wrist strap on or something like that but uh the bigger point is is it doesn't have these uh hardware things that people are looking for like video conferencing
it's just crazy to go exclusive for that long but then again they were the first person really to break the smartphone barrier
how long can the iPhone remain an AT&T exclusive with the bad network with 4G coming
the iPhone only is one phone on one carrier
Android passes iPhone sales in the US smartphone market so now Android's out ahead of iPhone it's finally happened
I still think that that's the killer app
it's immediately visible that it's brighter sharper clearer almost the comparison would be like DVD to Blu-ray
apple and and the iPhone just has so many more services and apps I mean that app store is amazing
iPhone has a lot of the market as well as Blackberry as far as smartphones Go
if you have an iphone AT&T blows chunks
Bill girly made a you know basically famous venture capital guy he wrote a blog post that was really was probably blog post my opinion about how he believes the Android the android-based devices will just destroy the iphone over the next five years and that'll be like an eighty-five percent market share capture
the total cost of ownership of the of any Android device versus the iphone is approximately half over the life
I think she's wrong ... Morgan Stanley's King Hubert e says that Apple was gonna sell 10 million iPads no rest of you know in 2010 and 15 million in 2011 susquehanna says that I Apple self seven billion 2010 and 14 million in 2011 you know there's nine more countries that are going to get the ipad this year and you know there's a holiday season and there are so many reasons that it's gonna be more than the number that she suggested
sales of the iPad will not be able to keep up their current momentum now that all the dedicated Apple fanboys and fangirls out there have picked up their devices ... it's not clear that the general public sees the need for a third computing device ... word of mouth about the ipad is not in the top tier of its category ... predicting with the 6.5 million I she's predicting 6.5 million iPads will sell in the first year
the apple of marketing for whatever reason is because it's a malleable device you can use it in a lot of different situations it isn't pigeon-holed into sort of the business enterprise fear
well actually um I think at the d8 conference Jobs was asked about that why did he do okay look it up to a computer and you know he was pretty Frank that you know it's a it's um we need to improve upon you know it's we're not quite there yet but you know I think it's maybe something that Apple missed in the initial launch see today you know everyone at Apple has you know computer and one think it's an issue but you don't want to get out into some use cases you know maybe Apple you know realized
i was shocked when i opened the box and i turned it off for the first time I told me hook me up into your itunes it's like real i thought this was a computer
I think Apple what they need to do something with the file system you know movie and files on the iPad off the ipad is you know kind of a pain and i think they can do something better there
I think the device does you know stand on its own yard as well
you know it's an apple device Steve Jobs could you know announce an apple toothbrush and its l5 momentum in the first year
I think eventually on the web will see a lot more kind of quasi tactile ways of interacting with websites that are reminiscent of how you would do it on ipad or iphone
iPad in general represents like a significant fundamental change to how we're going to be using computers in the next decade
concerned Apple is with design then I think you have a better chance
it seems to be alchemy to get your app to rank
I picture they speed that up to try to get you know developers their money quicker
we were able to breeze through there was a point I think where they're backlogged right before the iPad launch or backlog with every application but we get through usually it's 24 to 72 hours we're seeing approvals wow most of our apps so it's not like a major issue for you guys no it hasn't been they you know there's some things that change along the way and we you know they had us regarding api's and and I think it affected everybody for a moment there and you know we worked around it and now
Steve Jobs has been pretty clear about wanting it to be family friendly friendly as a device
kids are drawn to the iPad and the iPhone like nothing else I mean it's even more than computers you think definitely I mean the user interface with the touch it just I mean the screen draws them in that's a beautiful screen for one yeah and then too it's so easy to interact with
I guess that's the genius of Steve Jobs is he's built an interface that just people understand inherently it can be more intuitive
I think long run HTML 5 is going to win it's going to be really yeah yeah and you know Android's really really taking off
it's hard to know it's hard to predict you know if you're able to because it becomes Hollywood because it's all about you know you could spend a100 million doll on water world and it still fails
I wrote a blog post called app is crap yeah and uh my so self my uh hypothesis was that apps are here to stay for the next three to five years but it's a long-term bad metaphor
a large part to do to apple like getting away from java getting absolutely and getting away from or not javascript even even the safari work that they've done with webkit and everything is is fantastic right so i just uh i just i like i'm very impressed with how much pull they have i guess in terms of like really pushing that to the forefront because i don't think anybody i think it would have really developed a lot slower absolutely had apple been just like well we'll probably support flash at
they're also shrewd and they don't want to they don't just throw money away well apple google both yeah
itunes itself is that you have to sync everything i mean if you let's say i buy a song on my ipad then if i want to get under the iphone i have to sync my ipad to my to my mac and then the phone to the mac it should just be up in a cloud somewhere i should have access to it at any time which is i think what google is going to try to do and they might beat apple to that but i'm sure apple has a similar idea
having seen the retina display for the first time uh for real uh it really is amazing i mean it's like um i really haven't seen anything quite like it on a device
there have been a lot of reports that if you hold the phone in your left hand as opposed to your right hand and you end up blocking the bottom ... steve jobs was quoted he wrote back to a person who was upset about this and said just don't hold it that way
there have been scratches have been reported on them photos of little scratches showing that's a shattered one on the back
the color specifications for the white on the new iphones are just crazy the tolerances they're trying to achieve with the white really is the cause of the delay
the white model of the the iphone 4 was proving more challenging to produce than the black model
Apple didn't make the first mp3 player right Rio made the first one so he being first means sometimes you get all the arrows when you go up the hill and you know somebody else can come in and they might have a way to sort of solve the problem in a way that you don't so I highly recommend going for it if you think you have a better system like Steve Jobs da di with the iPod
windows but apples still making a good living and they've been coming back
the iPhone and the AT&T relationship which is assault horrible the iPhone would be a perfect device for downloading podcasts but there's no way to download a podcast on the iPhone
The reason why there's such colossal growth, the reason why Ustream can do what they do, Mahala does what it does, Twitter does what it does, is because of an open platform.
There is no reason why Apple cannot make the iPhone a little more open.
Nobody will invest in a closed platform. And if you do invest in a closed platform, it will come back and bite you right in the ass.
in their case steve jobs is limiting what you own you bought the phone yeah you paid for it it's not like craig's saying you can't create a your own site he's saying you can't take my data and do crazy stuff with it because i want to protect my users and there is an argument to that he wants to protect you it's an ownership thing then yeah your phone is your home kind of and you feel like someone's coming in and saying you can't have that in your home right you can't use this application
In fact, Apple doesn't make their products at an Apple factory. They subcontract, right? To people in Shenzhen and all these other places.
I think the biggest thing is that it just the market for people doing this just dramatically increases because it's so much easier ... you don't have to buy an app and load up on your computer and load up your files you can just capture stuff have stuff right here and just touch to to do things so I definitely think that uh from that standpoint from allowing more people to create is definitely a great thing
it seems like the desktop is still the place for stuff that needs a real fine touch you know Photoshop or garage band or those kinds of things where you know you need to actually have like a very detailed kind of interface and UI like that that we still sort of and really it's just it's the Precision of the finger
if you imagine it getting four times of processing speed and all the different capabilities which will inevitably come that it'll definitely be a creation of ice as well
it just shows that the sort of Mantra behind a lot of people IP is oh it's a consuming device ... but this is showing that that with enough maturity in the app market that there are some pretty neat things you can make outside of it
it's a little bit of a sort of a new art form just because this is the first time there's been like a touch screen that was big enough that you could really create an image that looked like that with that kind of realism
bezo said he thinks tablet computers are a totally different product category than the Kindle
how much thought apple is putting into little things like UI and ease of use and and just making things generally easier and more comfortable interesting
when someone like apple comes in and says yeah we also believe in it I think this is great now there's still lots of questions as to what this API really will be like excited to learn with them and see what the opportunities are and if it's if it's a quality API well you know frings an innovator if it gives us the ability to innovate for the users like we know how then giddy up we're on board and we're going to get involved with it it's still a lot of questions about it I think in theory we're r
iPhone is a super hot platform for us
I predicted people would start shooting editing and distributing movies all entirely on the iPhone 4
I'm really impressed with it like I I saw it I was like this is amazing
for me it was like super easy
the thing never hiccuped or crashed once I I literally was blown away like it was really impressive
I love the camera I love the fact that I could put it in the inside of a box car model train yeah and get HD video
that's Apple to me like you know they're they're cutting off developers and and just being very closed and to give the end user a please bear with me a perfect experience and and a utopian experience and that's the apple way it's always been that way
this is such a complex issue because and it happens from person to person phone to phone it's not a uniform problem there's definitely something going on but it's just going to take time and apple is of course being as kg as they can be
I don't think anybody I mean no offense to anybody out there who might be suing Apple but like come on guys really like the thing's only been out for a week right and if you don't like it take it back
Apple has never made a an official Apple case or a a bumper anything like that they've always let third party companies make it and mysteriously now that the iPhone 4 is launched they all of a sudden have a case like oh we have this $30 bumper just in case you don't want to bump your phone but it's like also it seems to me like somebody caught that issue close to launch and then they said quick we need to think of something
I get that they're using a screwy way of showing you the actual strength of your signal with the bars but it has nothing to do with this issue
Apple admitted today that this morning Apple admitted that there was some problem with the phone showing more bars than were actually available
Apple got slapped in the face with one of what we're guessing is going to be a myriad of class action lawsuits regarding its handling of the iPhone 4 launch and its subsequent hardware issues
one of the things that Apple puts in its guidelines is you know you click on the small icon on your home screen of your iPad and the the app should start instantly um and that's kind of like the the the philosophy we went ahead with
I think Apple's overall been very very um you know it's been very comfortable working with them and they've been very responsive
I don't think it helps that the CEO of Apple is sort of a bit of a swarmy a bit of a he's easy to hate the idea of Apple's easy to hate success is easy the hate
I feel like it's an it's an apple thing too if this was like if there was the the the Dell PC versus the Dell uh tablet you might see a little bit more of like people opting for one over the other but Apple Fans are going to they're going to buy both I mean they're going to want to have their Mac they're going to want to have their iPad it's just it's just culturally I think part of two three or three you know yeah it just seems like they've managed to carve out this Niche community that wants t
I think so um I think it'll take a little bit cuz uh the analyst that said that iPad sales were going to suck I didn't agree with that but one point they pointed out is a lot of the early iPad buyers were Geeks so they're people that going to have a computer they're going to have this but I think slowly um I don't think it's going to be Sharp Dress because I think most people do need some device for Content creation um but I think eventually enough people who really either only would use a compu
iPods however as you'd probably figure taken a significant hit in recent months sales are down 133% the first two months of the quarter uh you know and that that side of obvious because if you have your iPhone if you have your iPad that's basically what you do the iPad is just one feature that would go inside this much larger device it's only logical people instead of going and getting that new iPod Touch would just go and take take take the plunge and uh and get the iPad
Mac sales went up 37% year-over-year for the first two months of the June quarter indicating consumers still like we were saying before I guess the previous story uh they're continuing to treat the iPad as a secondary device nobody's really using this as their primary computer
I I disagree there I think I think it will people will get used to it enough because I don't think I think it defeats the purpose if you want to freaking you know re freaking large keyboard use a computer use a laptop cuz that's this is this I think fills I think it can replace a computer in a casual sense but in the business sense it needs to be in addition to a computer
until there is like one definitive this is the keyboard that goes with the iPad and you hook it in and then you have like it's almost like a laptop I I don't think it's ever going to really catch on with that crowd
I don't think Apple's quite there yet um but I think it certainly could tablet devices certainly are going to be and being the Fanboy that I am I would hope that Apple plays a key role in that but it's to be say I think we're a couple years away before it it's in every single person's hand as business device
Jacob Aaron says Apple will never change
yeah that was the the ban it was up there after that that probably helped but in the u.s store
apple announced the iPad and it was just magic we're like oh this is definitely the device where this game is gonna shine
developing for Apple products is really easy they use a lot of standards which makes it nice
now i don't notice that so much when i'm just scrolling or using the web or something because the scroll bar works very well but when designing games it is a little tricky to figure out to control that interface where you don't smack into the edges of the screen
i think the strange thing about touchscreens is they they make the computer world smaller we're used to controlling our little avatar inside the computer screen well let me let me make an analogy here like the holodeck on star trek as they were walking around in the holodeck you're like well how come they don't hit the walls well that's the thing with the touchscreen as you're moving your finger around eventually you hit the side at the edge of the touchscreen and it's hard to explore further wh
i think it's just one of them and i think in a device like this it makes a lot i think they'll get more and more smudges and more and more precise so you're not maybe more of a even a hover but something like that where it'll get better
the graphics are running half the speed of the iphone it's uh they need to crank that back up get us back to where we were for the previous product i don't like taking a step backwards as a developer
i'm more willing to believe in oled than a retina display for the ipad i mean uh one of the things if you were to make the retina display a lot more pixels in there so you got a much faster gpu and that's going to start getting hot people are sitting on with this thing on their lap and no one wants to get their pants on fire so i wonder how they would push that many pixels in a small portable device but hey it's all speculation
apple for all all we love apple here but for all of their benefits they don't really have a lot of demographic info in fact they don't have any it's sort of this black box and our data just kind of disappears in there
it's sort of apple's business strategy philosophy you release something you wait a little bit then you release the like newer version of it
the Zach makes Shields that go around the iPhone 4S the front full body and they also make ones that go around just the band to protect that from scratching and apparently the ones that go just around the band uh will cure right help alleviate the death grip like that it's it's been named the death grip and the dreaded death grip
Apple's visibility I think gets more people to call in
Apple didn't really say what everything they needed to say it wouldn't quite go away but I think it's that I think that's the end of it
it's a ridiculous number of eyeballs that hit that App Store
there's like 300 million people in the US there's like one out of every three one in three has one of those devices
we're talking about um Apple breaking 100 million iOS devices sold um really surpassed Apple has finally surpassed the 100 million iOS based devices it includes um iPhones iPads and iPod Touches
three million phones in 23 days amounts to about 130 000 iPhone activations a day... but the day before the iPhone 4 is launched Google announced it was activating 160 000 Android devices a day... 1.7 million of those iPhone 4 devices were activated on the first weekend... after that they only moved 60 000 a day for the next 20 days a hundred thousand less than Android phones
the iPads almost matched Max sales yeah I couldn't believe that that's like amazing amazing three was it 3.27 million iPads sold nearly matched the max sales at 3.47 million
they had huge profits record profits uh 3.25 billion huge dollars on revenues of 15 billion
it really shows how much the iPad has changed like the tablet landscape well it still is though but that's it and they're defining it they're defining that space for everyone else to come in and follow
I get the impression like at Apple they the employees just automatically have an iPhone they want to have an iPhone whereas at Microsoft apparently people don't want to have them they have to give them to the people because they don't really want to use the
the app store or apple isn't really set up to do subscriptions so it's kind of hard they don't like allow you to do reoccur uh re-occur billing
I think the most of the fault does lie with apple here not so much in rejecting it per se but and not spelling it out uh really much of anything uh they need to be very concise say this is a rule if you obey this it works if not it doesn't work and we will reject it and to the date they're not very uh not very keen on acting like that and so it's on them
I've never had it actually overheat in fact I've played games on it for a couple hours and it stays cool
it's silly um but no uh it screams of what it is which is is just money grabbing people yeah seeing if they could get any sort of truth in advertising
they just can't get the white opaque enough really that light is shining through a light leak through either around the edges or through the actual front panel itself on the white they can't get it as opaque as the black and so it just it's lights leaking through and so they're having a hard time fixing that
it is important to companies and how they deal with software so it does have relevance to them not so much for the end user
you do see the large vendors like microsoft apple google doubling down on their cloud bets i think that's feeding a lot i mean the the scale is just massive it is but there's certainly a gold rush mentality right now and i think it's being fed by a lot of investment capital
you know i think it is really more of a defensive play right now i think that because there's so much buzz around the cloud they have to make sure they've got that place on the chessboard covered but you know they're making a lot of money selling devices right now with lots of storage and upselling you and time will tell i think that they're they're doing this to make sure they've got it covered if it takes off i mean i think it just goes to show too that you know with something as simple as idi
i don't think it's any big secret that they're heading in the streaming direction
apple better get into the game here because i think google and or somebody else is going to innovate around them and come eat their lunch
apple has just had its quietest launch ever by burying a cloud music service and a list of feature sets
we're here at the brand new apple store common gum the biggest apple store in the world
NPD said android phones a counter for thirty-three percent of all smartphones purchased in the second quarter as opposed to rim is twenty-eight percent apples 22%
I don't see them competing and you know at least palm like get a good palm credit because when they released the pre yes they were in between two worlds where it was a little bit better than the iphone 3g the 3gs came out that same like within the same month and then and then the droid came out later that year and really just changed I mean between the 3gs and Android and Android itself totally changed the face of smart phones
we struggled with the Android marketplace. I mean, the sales are about 1%... This is actually kind of a statement in favor of Apple's take on it, which is sort of make themselves the policemen of the app store and you have to get through them and if you want to get in because it cuts down on the amount of, you know, I think it weeds some of that out.
I think it's fast growing segment. People like this format because you can share parent and child can hold it together like they are reading a book
we've seen is people buying these books the same in the same volume for Dragon or Shrek as they do on the iPhone... comparing three and a half million devices to 90 million iPhone and iPod touches.
I think uh all the apps are getting a little more sophisticated and refined... we still see the plethora coming out there and there's a lot of junk, but I think the cream is rising to the top.
I think that that's the ne next big forefront and that's where we're starting to develop some educational pieces. Um, and I think that there's tremendous value there what this device is capable of and just all the way up to textbooks
I totally agree I think it's of both tactic for sure.
this week Apple released the iOS 3.2.2 update uh that officially addressed the security exploit.
a lot of Android developers would love it because I know a lot of Android developers don't really care for the uh uh the Apple uh development systems.
they've been pushing for it on the iPhone and iPad, which will never come
I think they know if they're only hiring two, you know, additional hardware people that they can't they're not going to be able to beat the iPad. at least not for a bit unless they, you know, really invest heavily in uh tackling a market they clearly don't want to tackle.
overall I think the device has been really pretty fun to work with.
I think they're falling a little short on is the VG output except for especially like a a brainstorm application which allows you to, you know, wish you could broadcast this up on a screen somewhere and then all everybody could collaborate in the in the room.
Apple recently pulled this app ... Apple rejected the app initially because they had that in there ... you're not supposed to repurpose the volume buttons
I think verizon would not turn down the iphone i think it would really know should them although they're
I think they did have a five-year deal with a teensy but i think that Apple renegotiated that at some point with ATT and it's going to end sooner because they can't be stuck with a teensy they're losing too much the Android is getting too I mean they can't grow anymore
i wonder if right now Steve Jobs is sitting there thinking to himself I wish I could do a note to self... he's just like he can't sleep at night cuz there's something that they're working on that stem school any just has to sit on it until the press conference
we've had voice control for a long time and it doesn't do much
I think apples game center will be up by then
kindle outselling iBooks 62 160 21
i think that's going to be the new popular size and they're just going to be tiny bit ahead of the curve on it
Apple's getting into the space they haven't really done social networking this is kind of their entree into it
the Indie guys are not getting much love in iTunes
it's a netflix box not as cool
it's gonna make it simple and easy to hook up and easy to use there's one cable just hook it up through hdmi
i personally think it's a little bit laughable
i wish android had that
i would lose that in about 30 seconds
which certainly looks very nice i mean it's very cool interesting
it's quite a lesser camera in fact it's like a less than one megapixel it's like a one sub one megapixel yeah it's not very good
I like the Microsoft also the Google approach to to the way in which they cache and provide distributed systems because ultimately it's the best approach to put the content closest to the people who are going to consume it. And I think Apple may be missing the boat with this.
I think this is ITV. So, they're building basically a network to wire Apple TV. I think they're going to call it ITV. They're going to wire around the existing cable infrastructure and they're going to provide a set top box and a lot of the Apple fanboys are going to go out and buy it and they're going to need some kind of a center to stream that content and this is the center that they're looking to build.
I don't see them streaming iTunes anytime soon. That's just me.
the biggest difference here is that Microsoft's edge content network um has caching equipment at like lots of sites around the world rather than focusing on one huge data center.
I'm wondering, is Apple about to unveil the I data center? You know, this whole notion of taking, you know, CDN capabilities inhouse is a strategy that Microsoft, you know, has employed for a while.
Apple announced last night that it's going to live stream today's product announcement.
It's a billion dollar data center and it's it's huge. It's about 500,000 square ft, which is, I think, yeah, five times the the size of Apple's existing facility.
Apple, we've got some Apple news. Um for for those who haven't been following this massive data center that they're building um they have a data center in um Maiden North Carolina um that is expected to provide the backend for a larger move into cloud computing.
i do think you know androids a good system i still think you know the mac OS is much better
i mean isn't that why the ipad is kicking but let's because of the functionality because people know it it's the ipad
Apple's never gonna buy anybody I love all that talk apples never buying anybody and very specific little companies but they could build Dropbox weekend probably yeah yeah no they don't need to buy
i think you know as the cloud develops the ipad goes with it
i'm a fan of pages which is the mac word processor ram great program i shelled out the ten bucks the other day for the ipad version and like there's no easy way to sync
why would I want an ipad and it always comes down to writing that's the one thing people don't feel like they can do on their iPad is like I write screenplays or write long emails
I can see killing netbooks though
i think the lack of the keyboard definitely holds it back I think the multitasking lack of at this point definitely holds it back once they get those things together I think it'll be in a more more viable competitor
once the new OS comes out with the multitasking i think that's going to make a you know a real big deal that'll change things considerably
the ipad is it cannibalizing the pc industry according to an analyst the ipad is having a significant negative impact on the entire pc industry not just netbooks UBS Investment Research Analyst Maynard um writes that iPads are also learning away customers from lower and desktop
I think they've really taken some of their philosophy probably from apple where it's everything is so intuitive it's so neat it's so easy to get exactly where you're going
nothing that they did in those commercials you can't do on an iPhone or an Android phone or Windows Phone 7 phone
I mean the iphone thing a side of me which is great but even then with antenna gate that's been a problem
iOS 4.1 went live this week you were very excited I was excited about this or as Steve always calls it like for dot whatever it's for dot one so I'm calling afford on for dot 1 was released and the two big headline features gamecenter got turned on which is really cool because now it's like you got a little xbox live experience for the games that use it
I think it's remember for releasing information I mean that's one thing that they're pretty tight on and so good for them they're becoming they're trying to become more transparent I think yeah anyway we'll see how that goes everyone likes that for what reason who knows what their motivation is but they're doing it yeah
I disagree completely as because there's an end user why a close the end user do these sort of apps that are not that not by professionals you're not finished yeah i'm just gonna mess the marketplace that by i think this is fine
I don't like the fact that it's sort of in it says if your app looks like its cobbled together in a couple days okay I get that maybe somebody might throw something together a couple days but if someone's learning how to develop an app for the iphone like apparently like they don't want that anymore
they released what their guidelines are for developers when it comes to apps and why they reject certain things and they're kind of strange and funny
I understand the the relaxing of the engines because obviously with the gaming coming up they're gonna have its mostly if it's focused on game folks
Apple has relaxed their cross-compiler restrictions so adobe made apps are now okay like you can make apps now for the iphone in flash
Apple's sort of working they know behind the scenes that people want to be able to subscribe newspapers and they're still trying to figure it out
if the ipad allowed sports illustrated to sell real subscriptions like they want to they could pay more designers and they could offer you both views but now they can't because steve jobs is being kind of a kind of a hard ass for lack of a better term and not letting them offer their scheme for subscriptions
on apple it's very easy for people to go and if they like the application it's useful for them they can spend one or two dollars it's one click and it's very simple and very fluid
i think one of the challenge on android is not so much the user base i think they are they're starting to catch up in terms of users the problem is more around the the ability for us to sell an application at a very simple way like on apple it's very easy for people to go and if they like the application it's useful for them they can spend one or two dollars it's one click and it's very simple and very fluid
what the ipad needs is more apps and it's coming
the ipad product is a one-off product but it's a great product
we realized where it's kind of using the big scale up version of facebook iphone app doesn't work that well going to the browser the app works but it just it's so little these little links are designed for a mouse not four fingers and we thought well maybe we can build at least something that we can use
by my estimate about five between five and six million ipad users in the world right now that's small compared to the 500 million users of facebook but that's still a lot of users that could use a good facebook app
i think for facebook i mean from what i've heard i mean facebook is the most used app on iphone and it raised the bar in some way for facebook there's a lot of expectation about what facebook for ipad should be and so it's probably why they they have you know they've been kind of waiting to basically get an app out there
back in the day you know when I was on my little dinky you know MacBook that had a really like a not not even a gig processor it was still infinitely better performing than you know my friend's 2 gig desktop right and that's cuz it's not all about specs it's about a lot of other things
they need to get the footprint out early so it's just there and people are aware of these devices
the image of Apple The Cult of Apple is so big that people are going out of the way to either go to the Apple Store or go to the online Apple store or in Apple store to buy them
I think we're going to be seeing a Power Rangers toy level epidemic here I think you'll be able to get one like I think it might be on Black Friday they might run out and then certain weekends you might have found it but I think you're going to be able to find them enough
they're basically giving Apple like a one and a half year Head Start which seems a little unwise
if they don't release it quick enough they could screw themselves if Apple gets the iPad 2 announcement in
it's going to be competing with iPad 2 not it's going to comp with iPad 2 and and it almost seems like they're trying to just sort of make everyone else hold off like Hey we're going to release this big thing next year so it's almost like an attempt to just kind of freeze the marketplace the holiday sales I guess of the iPad
if you're a student and you're you know you're going in which is I I would think a large amount of MacBook sales um you're still going to be up buying the MacBook you can't buy an iPad instead of that
the iPad can replace your second computer like maybe some people would have a laptop and then a desktop and they're like I could use another more powerful computer let me get a desktop or I think more primly they have a desktop and they're like H maybe I could use a laptop and I think the iPad is replacing that second computer but it can't really replace your one computer
it honestly was like d it was a little bit like double talk like they're saying laptops aren't being and won't be eclipsed by tablets though they did admit that like it'll spur faster Innovation that was really like the takeaway for me
Best buy president Mike Vitelli made his own statement he said the number of iPad sales overall has been very very small so it's really like saying notebook sales account for half of iPad sales
he said at a Holiday preview event for Best Buy this week he said quote let's try this again what we saw was approximately 40 to 50% cannibalization on Netbook sales during a very narrow window not over a sustained period of time
Best Buy CEO Brian Dunn noted a few weeks ago he said the iPad has slashed notebook sales by as much as 50% but now he seems to be sort of backtracking that statement he's claiming he was misquoted
Apple does have their uh Game Center which was part of some of the latest OS releases um we're going to start to utilize some of those components more so for the multiplayer aspects if I can kind of let that cat out of the bag oh so I'll be able to take Jacob on and show him who's boss exactly right uh they do things they'll take care of uh player matching so they can match you based on your skill uh and your level and things like that and the Apple servers will do all that for you so with open
the 128 thing is interesting to me especially if they can cram in into a you know a smaller body um that would be nice
the ipad and ios in general is really terrible for multiple user management and so anytime you you have families now who keep fighting over the ipad to play plants versus zombies on their account or or even just if more than when people want to read mail in the mail app you need two ipads for that and i think that's it's convenient for apple i don't think it's planned to for them to not support multiple users but i think they're conveniently leading it that way because it's going to sell a lot m
not at all because i don't plan to support them at all and you're like ipad or die
that's definitely a big plus for the guys because they get to have this big push here's this new thing you can buy as opposed to this thing that can't you know you've been hearing about all year long
i think that you know apple kind of has that proprietary built-in customer base of all of its mac users
i suspect that has probably sold more ipads than any other app including apple's apps
i really really hope the iphone is on verizon as well that would be that would be the best january for instant paper i think anything that expands ios's market share is great for all developers of ios and certainly being on verizon would be a very very good thing for all of us
the integration with uh mobile safari really and i think it's a great hindrance to instapaper... it's the biggest source of people giving up... apple definitely improved that but um there's a number of changes we can make so far that would make it easier it couldn't be much harder but the problem is that it's such a such a relatively small use case... i i suspect it's never going to be a high enough priority for apple to actually fix
there are certain limitations in the api and not being able to call private methods anymore... but as part of your visa system from apple's perspective they had to do this because so many apps would misuse private methods... i think it makes sense with the ecosystem i'm not saying it's a mistake on apple's part i know why it's there
my biggest gripe was really the nda that that covered it for the first uh eight month or so because we can't talk to other developers... but they lifted the nda and so that was really my biggest complaint and that that's now gone
i think at first we definitely saw them stumbling over some of those but it's certainly gotten better in recent recent months
well it's certainly gotten a lot better they've really fixed a lot of the problems with it and with the recent publishing document about their guidelines that certainly helps a little bit on the venus side that said apparently there are issues whenever you're reviewing apps
i really didn't care much about it the lack of openness on apple's part or anything else i really just wanted offline access on the iphone
the app store didn't exist there was no sdk yet so i was doing all sorts of hacks to try to get mobile safari to keep as much in ram as possible
that said having no real good open method uh other than becoming a developer and then you know cooking up your computer installing it that way no good way to distribute open things something that could say control a a device like that that you hook up
I'm a fan of the controlled App Store I'm I'm glad that they you know it works more like a video game rating system removing rating system you have to get your thing rated by the NBAA before you can really get it out uh and it has to like if you release a Nintendo game Nintendo has to sign off on it same thing for Apple uh and I'm a fan of that I think gets a lot of cruff out of the system
the iPad was chosen as Gadget of the year as well as innovation of the Year Apple took three more prizes with the iPhone 4 winning commuter Gadget MacBook Pro taking best computer and the Apple Store is the chosen best retailer
Verizon Wireless is offering a monthly access plan to iPad customers of up to one gigabyte of data for $20 a month which isn't which isn't bad in addition Verizon Wireless will also offer all three iPad Wi-Fi models on a standalone basis meaning you can go into a Verizon store and just buy the iPad by itself without having to sign up for a plan which is another good way for them to make a little extra money
this seems to suggest a thawing between the two companies and could Paveway to give the Wall Street Journal New York Times reports that the iPhone is coming in January to Verizon a lot more Credence and it sounds not quite a done deal but more or less it's happening I would be my guess I would be hard pressed to believe that it wasn't happening after this announcement
I predict with the $50 billion dollar they have they will buy a small Telecom operator and build their own infrastructure buy Sprint
they're all beheld to these mobile carriers and he's trying to bundle it with AT&T ... if you put everything in AT&T you're f let me you areed game over
the question will be does the open fragmented system which is subpar and user experience Trump his perfected system
it's looking like the lines might cross again Mac had the head start back in the windows days ... the whole thing's playing out all over again
he's a little bit nervous I think in a way
I think they'll get there
Android works fine I mean the Android store doesn't work as good as the iTunes Store just not as robust
he changes the conversation he basically just shifted it
engaging it ... was probably a mistake I think
Android is growing very quickly and Android is awesome ... it is a real challenge to the iPhone
he's built a brilliant product that is not open or not very open
there was that new story that came out that said that they are going to make the horizontal dock for the iPad um in the in the new version
if you were a coder or a video editor you can't really do it on the iPad
what's the point of having a MacBook Air when you can just get an iPad especially since if you really need that full keyboard you can just buy the peripheral keyboard that are available right now for the iPads
I don't think they see going this route but people have speculated you know they could make a Bluetooth controller but that sort of goes against the idea of it's you know this thin thing that you can carry around and so it might just be a thing where they just don't go after it and they let Nintendo hit that niche they think it's a small and of a niche that it's not going to matter
if iPad is really going to try to tap into the hardcore gamer Market which is where they're missing out on right now then they need to develop more games like this
it's an elegant Apple product
kind of hard to get into that space up against Apple again
you need to have a lot of wethal because you're going up against Steve Jobs and Google
iPhone 4 has heralded I think the coming of age of location aware services
Apple does all this iconography on purpose
they've managed to create a cult around their products and the products are really Innovative and new and interesting
this is not a good phone right can we all agree it's not a good phone
the first person in the room who pulls one out everyone wants to talk to them about it not because they saw Steve Jobs not because it's been hyped but because it's touchy because it's magical because it's a totally different way to interact
the people at Apple are really getting behind this more than they get behind any other um projects
4.3 makes absolutely no sense 43 makes so much more sense or hell it might be 5 uh at the Janu you know unannounced but you going to guess it's happen January event to announce a new iPad
the rumor that's out right now that at this press event that's happening that apple is going to announce a new model for subscription based applications because there's so many newspapers and magazines that have iPad apps and they're really pushing these magazine and newspaper apps but there's not a really convenient way to pay for issues on these
having an co- announcement with rupert Murdoch uh on the nth presumably the you know fullet full-fledged support into it probably amounting some sort of addition subscription pay method would be my guess
I think it's less about the story is more as what it's indicative of which is the death of print media and there's a lot of people that for one reason or another care about print media and this is just another stabbing uh sort of into the body dying horse beating the dead horse of media is just evolving to a much much smaller thing um so I think that's why it's a big deal and the fact that Apple's getting really really behind it
Apple we've done some investigations is now blocking emails from people who use Ur URL shorteners so all of my Mac people uh had that problem and now boom I uh don't use JC that is anymore in my emails I'm actually going to use they put it in the stand filter they were putting it so all my Mac people because of you're using URL shortener somewhere in the message Apple I guess is so many people don't want to send people to Canadian pharmacy dget rightnow.org or whatever that they are now using bi
if we are all enjoying the iPhone and it's brilliant do we care if there's a 100 million people enjoying the iPhone do we care that there are 10 Engineers who got yelled at by Steve Jobs and they cried because it wasn't you know the battery life wasn't long enough or is that a good enough price to pay
Microsoft and Apple start off both as pirates but Steve Jobs turned out to be a Visionary right and so he can keep seeing into a future that never happened whereas Microsoft I think has trouble because it's more of an opportunist organization right
so yeah the remote is key you know your your phone's gonna be a pretty impressive remote over time there's a lot of innovation in that space they so our iPhone controller is a great example of that
you've got a lot of competition now you have Amazon you know you have the Rhapsody Napster stores
I think apples far more concerned about the applications now than the music
they're the number one retailer online and the number one portable player and they don't let any portable players other than their own interface with it
our relationship with Apple's never been better
I don't think they focus on that market at all
they're the undisputed heavyweight market
we saw the iPod for what it was going to be but it was a mechanical iPod in those days we had a realloc wheel yeah so we kind of dismissed it
with Apple owning a closed monopoly
open source eventually dominates every Market it enters
I think that this centralization is essentially a temporary Arbitrage of the network and CPU and memory speed
you have to wait 6 weeks to use a piece of software
we have a popular iPhone app and it's a very frustrating development platform
it's such a nice city you'll live under the dictatorship for now
iPhone is by far the best platform I've ever used in a mobile device I love it
Maybe this is what Apple's doing. Maybe Apple is slowing everybody down so they make better products.
They sell a dongle. Yeah, I know. It's a $38 dongle to put a compact. You could have put a USB reader in, like, every other vice in the world. It's unbelievable what he does and he gets away with.
This is why Steve Jobs is a bit of a fraud. He makes the iTablet, and there's no SD or compact flash drive. I wonder why that is. No USB port to put in your flash reader, compact flash? I wonder why. Could it be that you want us to download stuff from iTunes, as opposed to moving it from the legal copy we've bought and putting it in there?
When somebody buys something through the App Store, you get nothing. Un gots, zero, zip, zilch, no phone number. You don't know who your own readers are. You have no relationship. You get a check from Apple that says, F you, you're a fool. Here's your $82 minus 30%.
if you are a publisher of a newspaper, magazine, or book, and you sell your products through the App Store, you are a fool. You are an idiot, and you are going to give your entire circulation to Mr. Steve Jobs.
When somebody, when one of your friends, you're like a normal, you know, civilian. So I send you Bing, something is going on.
Bing is tight. And people are saying, oh, the image search on Bing is better than Google. The maps are as good.
Bing has been amazing.
Steve Jobs has to respond to this at 1 in the morning.
Let's assume that Steve Jobs can take the laws of physics and bend them, take the laws of economics and deconstruct them.
And a tablet has to be under two pounds. The MacBook Air is three or four. We're talking about six, seven, eight pounds worth of stuff. And then not counting the fact that the battery life on this would be about eight minutes with those things.
That's $1,000 in components. Okay, let's go through it. PVR, HDTV tuner. That's got to be $50 to $100 of that size. A DVR means you have to have a very large hard drive. That's got to be $100 or whatever. Two video cameras, $50 to $75 a piece. Now you're at $100, another $150. The biometric pads would be $25 to $75 each, and there's two of them. Wireless charging, that's got to be $50 for that component, $100 for that component. Solar panels have got to be $100. Now we're at $700, $800, $900 eas
there has never, ever been an Apple beta program that 99.9999% of employees at Apple don't get to see the products before they come out? Literally, there's seven people who know about these products before they come out.
I do i do have one its kind of heavier than i expected i was thinking of it really is a kindle competitor basically i was imagining ok its kindle it's brighter it's got the internet which kindle just as your book which is boring you got the internet which is exciting it's got video it's the ultimate likes it on the desk sit on sorry I sit down sit at your couch sit in a comfortable chair and you
you've got all kinds of new entrants now in google and apple and those aren't to be to be uh scoffed at right
I think this is exactly where apple has a dead on right like people were for a long time saying oh the Mac is only like 7% of the uh market share right like who cares if they have an outsized portion of the profits that really matters the same thing with the iPhone the iPhone has what 10% of smartphone market and Apple has like 35% of the profits that's the position to be in and that's what I think like the Baseline for all these businesses is the only thing that matters in the end is profits ri
Apple doesn't do that I mean they're not going to give the software
going head-to-head with Microsoft and Google and Apple so that one probably make you know turn some VCS away
we announced that uh we are working with um with Hulu towards bringing Hulu Plus to our users so hopefully at least this one is behind us
I think the best way for the industry to address it is to say this is the price for watching our content either you have to pay a certain bucks per number of bucks per month or you have to watch certain number of ads but once they establish that price point that should be the same offering across devices and screens
the beef is about the business model the the issue for them and they don't like the idea of you connecting your laptop to to the TV screen either the challenge is that when they um get you to watch it on TV through uh the broadcast channel or cable they get paid um through subscription fees and advertising in a much better way much more appealing way than if you watch it um through the website
I think the reason borrent and other other piracy options are flourishing is because users don't have much options and you know in putting something out there a few months later um with the RM and making it very expensive it's just not you know very appealing offering for users
I think the same will happen across the world if um as soon as a show you know if flost is being aired or you know new episode of 24 and if you're in France or UK or Australia you can get it the same moment legally I think most people will go there
if you look at the numbers for piracy of of TV shows for example the numbers are much much bigger outside the US than in the US especially after services like Hulu and abc.com and nbc.com and so on came out and you could get the show almost as soon as it came out and you know in high quality and very limited number of ads people you know basically start stopping their Bor usage and just watching it um on the web
we definitely want to build boxy as a long-term company that has relationships with with media companies and there are certain lines you do not cross
we're a small team we're trying to get our core product to work properly we're releasing a new you know firmware up update to our C version um in the next couple of days so we're still very focused on just getting what we have right now to work great and Excel on that front and then we can move to you know to additional sources of content
the reason we don't have a tuner in boxy right now and we don't support stuff like conditional access has more to do with focus and resources than you know the Grand Vision
I think you you can see a world where apple is extremely successful in this space and Microsoft and Google and boxy can be with 10 million subscribers and doing great as a company
Apple I think is great if you live in an iTunes world and that's where you get most of your content but you know if you have other sources or other formats Apple falls short
the shareholders know you know he's got some disease they know he's a certain age he's going to work for a certain number of years before he retires it's priced into the stock and that's it
I do agree. Uh I think cloud costs are going to come down. Um and and although they that particular organization may not have an impact on the you know the the tablet industry as a whole um I believe competition is going to drive you know price down and and obviously Moors law play plays a role in this as computing power becomes cheaper and more efficient uh you're going to be able to stuff more into that you know quarter of an inch thick tablet and uh the expensive components of the tablet are
Microsoft was first in this space. Uh they didn't make an impact. Um Apple took it over basically set the standard. Android setting the standard. Now these guys are going to be left behind.
And I think they're probably going to come out with this device and I think it's going to be very underwhelming. people aren't ready to have a complete cloud impact. Connectivity isn't isn't as it should be. We can't always count on connectivity and this basically depends on connectivity and I think this is probably going to be second place behind Chrome and I don't think Chrome is going to have an impact in the space. So Hula Packard's going to have another uh I wouldn't say failure on the hand
Well, it based on their compatibility, you know, what what they're touting, it it seems like they're going to be targeting the enterprise market. Uh, so they're going to be going up against organizations like Seable, um, Salesforce, and so forth. There are like Dave mentioned and I agree with him completely. There are a lot of organizations that already do the small business CRM solutions like Zoho and Google Apps to some degree. You know, Salesforce, uh, Sugar and Salesforce targeting the small
And I've seen this happen probably five or six times in the last 10 years. And this is this will be just another instance of this. So stick to what they know. Stick to communications. Stick to mobile transaction. Stick to mobile computing. All the things that Verizon's all about. You got the iPhone now. enjoy it. Uh, you're probably not going to be as successful in the cloud as you think you should be.
I think the features such as PCI compliant and CL cloud-based credit card transactions and SAS 70 compliance, all that's covered with other clouds. So there's nothing in here that I saw that's specific to them that's a feature that other clouds don't have that are a lot more nimble and a lot more agile and probably a lot more cheaper.
I think this is a really kind of unique way to use the iPad um especially since if you're a small business owner that has a cash flow system you know that point of sale systems can be really expensive I mean some of the even the cheapest ones started like you know eight nine ten thousand dollars for that touch face point-of-sale interface I think that this is a really good option for small business owners
every single quarterly financial report from Apple ever since I think 2002 has come out on the last week of the month that it would be filed except for this one a perfectly time right after a holiday but on a weekday but a day that the markets aren't open which is when they announced the Steve Jobs would be gone and then they made sure to follow up with the quarterly report to get people's minds off of it so smart move by a smart company
we love working with with the iOS because it's we know exactly what we're going to work on there's not many version of iPads or screen size or things like that so it's very streamline and yeah you know sometimes they could be maybe clearer when they have some problems with you from from Apple but in the end at the end of the day they they make your life so much easier you don't have to worry about credit card processing and all that kind of stuff
everybody talks about when is apple gonna do this when is apple gonna do this i think they make so much money off the downloads that you know they've kind of put it off people have talked about a data center in north carolina specifically for this
apple's good because they show that even their old phone is still like amazing yeah but the new ones just like a little better
we develop extremely engaging apps and Apple has recognized as over in order for that
it's actually always Apple who who approaches the developer no matter how much you approach I mean that that will not help so it's always Apple who takes that initiative
oh absolutely we are actually working as I told you working with Stanford so we definitely see the same trend
we're seeing some school systems particularly on the East Coast of the United States that are requiring students to buy an iPad for school and if they can't buy one they have to rent one so this is probably going to become a really huge market wouldn't you think?
we are certainly hoping Apple would add the front-facing camera so that you know this can be used as a video conferencing device absolutely I think that would be significant so that is something which we are expecting and other than that I think maybe a little bit of what you can say I think typing is not that handy right now an iPad so if they can do something on those lines that would be helpful
i think google is moving in that direction ultimately they are going to move into providing content but it's going to take a long time before they're able to extend something up that's as good as the apple itunes offering it just takes a lot it just takes a lot of money and a lot of resources to drive in that direction
apple does own some technology but they bought it and shut it down so the clear indication there is um we don't know if we're going to make money in moving in that direction and therefore we're going to take our time and our good time and moving in that direction and to assure that we can make money so steve jobs is always a little smarter and i think we give him credit for and i think he's waiting in the wings to launch something rather spectacular and he doesn't care if other folks basically u
it's a foregone conclusion that google's going to provide uh music out of the cloud and you know basically in itunes in the cloud for lack of a better way to describe it and again somebody else is you know beating apple to the punch before they're able to get their servers up and running and get their systems up and running however i don't think apple's in a huge hurry uh to move into the cloud for this particular service they're just making too much money with itunes and people who are download
it's why I love Apple so much and why Apple inspired with this company is Apple believes in this post PC World and what it means for social behavior is
I think great Technologies are things that you open up and they just work I think the iPad is that way Apple devices are that way
I got very good inside information that Steve Jobs invested in this and he was your first investor
I think you launched it brilliantly... the biggest space you could go after as an entrepreneur is social networking right now a hundred billion doll for Facebook the nearest competitor path hundred million valuation... so there is no number two to to uh Facebook other than path and Twitter arguably and they're maybe worth five to 1% or 0.1% so you went after a huge Market
after we were acquired by Apple
I think the things that Apple's doing with a post PC World is one part of the solution
I would have been happy for the rest of my life being at Apple it's an amazing amazing place
I think Apple can build almost anything they want to I think they pretty amazed in how they can adapt and do different things
they are so decisive in terms of how they move forward I mean there's been a lot of conversation about what is a startup you know apple is a startup it really is in terms of how they make decisions how streamlined it is
it is probably the one of the biggest compliments you can get as an entrepreneur to have Steve Jobs say I want to buy that product because he is the greatest product Creator in the history of Technology do you agree there's no doubt about it
Apple's a very opaque company
the user is still in control of their data in that the data is local to their device so as long as someone doesn't become come in physical possession of the device or it gets hacked you know you still are controlling your data so I don't have a major problem with it
I believe from the beginning that the story was kind of overhyped
Apple's explanation about that first bug just holds no water for me at all
why is it that you keeping records of location when the damn thing was turned off by people themselves it's like how is that a bug that's not a bug
Steve Jobs do something positive with your legacy besides make beautiful products that we will drool over champion the rights of workers in China there slaving away charged an extra twenty-five dollars per iPad and make it f and safe it's your responsibility
Apple comes out with the POS like that's going to be game over
like apple would never release his product it's too complicated never never they would never release his
we said we can interactiv all of your products any consumer code we could give you wait did you say inter activate yeah is that okay yeah I inter activate I have lots of Davis yo by the way on my computer you can see a closeup with a qcat can you pull that up for a second just to see the hotness designed in Dallas Texas
so then you got it a razor blade model though right
an absolute complete utter embarrassment on a business level
well I'm giving him an award here here's your award for Mak a really ugly product explain to me the inspiration for I'm I'm I'm busting on you but hey nothing like blowing $50 million to um8 million $198 million into this piece of garbage
look at the hottest company on Earth Apple is trading at about 15 to 16 times trailing
Apple's trading at 12 times future earnings
the solution isn't to find a way to bring back more the manufacturing jobs here and have foxcon build a factory in the US the solution is to say how do we get more more companies to innovate and to hire the way that Apple has and to to bring new things to life
I think this is this is wonderful every time I hear an American cry about how the manufacturing base is going away how we're not producing anything in this country I think about how apple is growing and about how things that you make with your mind are being more and more produced in the US
I really wonder is who is Steve Jobs like why is that guy I mean it's amazing to me that he's even still alive and yet he's still pushing and pushing and pushing and everything he touches like now we're going to have this amazing campus where not a s he announces not a single piece of glass is straight like it's all this amazing creativity and Innovation he's an artist till till till the dying day
I've been waiting for this for seven years now it's here
I had like an orgasm when I heard this news this is like the thing seriously this is the best thing that could possibly have happened in my life I get like a new Apple device I can't figure it out anymore there's so many different we're done it's like a jigsaw puzzle of devices now now it's like one I can connect to that is my dream come true
they absolutely nailed the number one pain point that people have with Facebook which is the ease of organizing into groups.
I would put it at a 8.5. I see. I'm with you, Tyler. I'm going to take the contrarian position here. I think that this is brilliant.
Google at the at the end of the day is a technology company, right? that they're not very social, right? They don't know how to do it. Let's face it.
what makes Facebook a interesting economic business is the fact that people play games on Facebook. Over half of the time and half of the money, I think it's 60% of the money Facebook or 50% of the time, right, is games.
No one's going to abandon Facebook. Let's at least not right now, right? Maybe in five years. So they are going to have to be able to make it very easy to replicate whatever you're doing at Facebook that they can capture that and I think Facebook is going to make that uh troubling for them to get that done. So to me that's as far as a killer I think they're way way late and if all they're doing is mimicking what Facebook already does there's nothing interesting there.
Whole Foods is 30 years old Apple it's 30 plus years old it might take the impossible might take a while right
why does Apple not have this product they just build this huge data center supposed to be here next week with apple the airdrop thing you think they're going to have it just built in yeah Apple's pretty blatant about that
if somebody really cared to knock off after a pre-ipo bidding war between maybe Google and apple and acquiring them you know does somebody acquire them or does somebody just put another 100 Engineers on the problem and it's part of you know os8 or part of another
how could Apple and Google not buy this company two years ago part is mind to me like this is a most loved product
I think you need the thing to be run by product guy I mean look at Apple it's run by a product guy right I mean Steve's a marketing guy yep so product product uh driven CEOs win definitely
the rental market for through streaming services isn't that big
this is about using iTunes as the the service you use to get the content Y and then extending its uh usefulness to people throughout your house
people would pay 25% 35% more for an Apple TV right
this is not likely to going to be a cheap product this is going to be a product that's going to be at the high end of the market
for the manufacturers it's scary to have apple in the business because Apple's done well they've taken commodity Industries like MP3 players and redefine them with a you know a category leading product
one thing that Apple will likely do uh very well is make sure that they have you know strong Medi relationships and that that the business model makes sense for everybody yeah and um uh and it's going to look great
I think they've got all the parts they've got a great platform uh they've got the relationships with the manufacturers and the manufacturers are probably sniffing around what they can do for Apple um I think Apple's just
I famously um reported three or four years ago that Apple was working on television sets because I got some inside information from somebody let's just say in and around the company and leave it at that uh of course and now it turns out that uh I'm probably going to wind up looking uh pretty brilliant uh for just repeating something that somebody else said to me and having seen that pick it up
I am almost going to guarantee right now that apple buys this company Apple will buy Twitter Wow I guarantee it they have 80 billion dollars in cash this is an eight billion dollar round they should just come in and offer than 15 billion and make it the default platform across all the Apple products it would be a brilliant move on Apple's part to have a foothold and social media that mattered
Google and apple are crushing it
even Apple had to have, you know, way back in the day FileMaker and this and that and had to, like, build – you know, Microsoft had to build – you know, everyone had – even the almighty Apple had to do some – show some demos of what you can do with that OS, for example.
I think a lot of people that get mad at Steve Jobs today and say that there's such a closed system and things don't realize what the system was like before, which was like – Yeah, exactly. Like 10,000 times –
if Apple really wants to make a move in to move into books they could easily afford with their eighty billion dollars to buy Barnes & Noble
if the difference is $2 to $3 to have an Apple product people are gonna do it where a lot of enough people will do it seems seems to be pretty evident
Apple will come out with the TV set because they need to replicate this soup to an monopoly
what Apple has proven I think is a soup to nuts experience you know from device to marketplace to consumption if you have that whole experience you know you win and people will pay a 30% premium
I think Apple will have something with our new cloud which will be very similar to Spotify and in a few ways too
I heard that Apple is sniffing around yeah Dropbox will get acquired I don't think I'll ever go public so it has to get acquired
clearly these Motorola has some stellar engineers yeah yo and RF engineers are really really good and hard to find so whether or not they'll be able to keep them who knows but Motorola especially where these engineers are located they they probably like the idea of working for google certainly the free food I mean right now to have a paid cafeteria and also they get paid a third west on average than Google engineers and owning google stock versus ordering Motorola stock options clear you would c
as a Google shareholder i hate it i mean you know you're growing my head count by thirty percent you're adding a bunch of expensive engineers doing a hardware that's arguably antithetical to the whole android business model and look what's happened to google share price this week I mean not surprisingly it's actually falling faster than its peers have in the face of the declining market and given this acquisition because it looks confused it looks like a jumble it looks like it's actually in som
the real disappointment with what hp did was they copied apple in a sense in a lame way with a sluggish device that wasn't quite as good
it's clear it doesn't perform at the same level as an ipad
apple has so radically redefined the terms of success for a hardware company we know what hardware what a hardware company like apple stands for
finally to compete with apples and I think it could be real interesting
Apple actually cuz Apple would love to have a social presence and they would love to have it as a messaging syst
I got the Galaxy Samsung which is 25% more real estate than the iPhone and ... the battery lasts forever twice as long as my iPhone and when I surf the web it's twice as fast
I think the thing that your viewers ought to think about is Tim Cook the guy that's going to lead Apple into innovation in this area.
I couldn't agree with Steve more. I I kind of like do think this is between Apple and Facebook and um Google's just kind of watching this.
This really is going to be an Apple, you know, Facebook struggle with Google trying to catch up on the bottom.
I thought they essentially threw down the marker against Apple, the cloud and iTunes.
I have to agree with Steve on this. I think that um Apple's going to do fine at least for the next 18 24 months. I would guess that Steve Jobs did lay out a pretty clear plan strategy and they're going to just continue to execute upon that. But what happens next when they have to come up with the next round of innovation, I think that's when we'll see some of the, you know, the roosters coming home.
You now have the world execution guy in charge of Apple. It's not there because of only execution. It was there because combination innovation and execution.
give it four years, guys... prediction in the envelope for me about Apple. Four years from now, it'll be the same. You're saying four years from now, Apple will have problems. Of course, you know, they put the guy in charge of the supply chain as CEO. And while I think Tim Cook is exactly, how can you not promote him? But I think history has said when the founders's gone, you tend to promote the number TWs. And the number TWs are are there to support the founders brilliance and vision and innova
you release an iPad app it gets a lot more attention than putting the same content on the open web or on the on YouTube and it gets you a lot more uh Revenue to then create more great stuff
in hindsight in hindsight it has turned out to be so correct as much as we criticize him for being uh creating the closed ecosystem people are fleeing to it I'm fleeing to it as a Content producer because it's so hard to compete in the YouTube ecosystem or the open web
for one of the for clearly the CEO of our time perhaps the best CEO innovator of all time
I was critical of some things he did like the closed ecosystem you know sometimes some heavy-handed tactics like not including Flash and eventually actually he started to open up a little bit and and ease up
I always had this rule that whatever Steve Jobs you know presents it I tell my assistant buy it and I said if he holds it above his shoulder buy two
instead of giving their kids riddle and they just give him an iPod touch I mean it literally is the ADHD medicine of this generation here play Angry Birds better than taking a narcotic
the iPhone 3G whatever s is free now with a activation
Apple will be coming out with a 7 inish tablet I understand which will be smaller than the iPad obviously bigger than the iPhone like and they're all going to go to zero with data plans all of them will be zero with data plans when the iPad goes to zero these games are going to explode
you look like a huge dork when you talk to a computer that's why people don't like it
the new interface for searching you're not actually going to Google anymore they're hijacking the input to search this is the canon ball across the bow of uh Google
the reason why he had to wait until he had the faster processor was because voice recognition requires a lot of analytical technology it requires computing power so this now has the computing power necessary for voice recognition
he likes to push some technology that nobody else could commercialize
over the next two years or so everything becomes voice enabled because of the iPhone
layering on top a good efficient system Spotify Apple I I hope they call it IM music whatever um I think you're going to get unprecedent scale
when Apple comes in that's when the clock starts yeah that's when the get races start
they can fail yeah they can succeed
the other player is Google and Android ... everybody else will be wiped off the map there going to be Apple and Google
Apple comes out that's the first device I go that's mobile okay uh inface to everything else that's mobile
they're very responsive which is great
we saw like a 2X increase in the amount of signups per day
the creation actually is more um I think helps startups because you can get promoted early on
if it's one thing Apple's been really good at it's been you know treating developers equally
it's one of the most important updates for Instagram since the iPhone 4
the reason why we chose iOS was because we all had iPhones and and frankly like the camera was pretty awesome and um we're all just a big fan of what Apple does and it was part of our culture at the same time like you know the SDK at the time that we started was also very very developed
the street is actually not a rumor it's confirmed in the uh iOS SDK um the thing that we use to build apps um they added something called core image uh which allows you to do lots of things to photos not just filter but sharpen do all sorts of stuff basically putting an Imaging toolkit in the hands of developers
I haven't seen Apple try to release you know an an expensive version of the iPhone it always keeps on being like more premium more prei premium and I'm looking out and you know I was at the valley the other day by the pet uh hospital by the our vet and I look in a little mini mall I was just like scanning like that and we're talking about you know the valley is actually pretty high income actually comparative to maybe Middle America but it looks Middle America to me since is a strip mall um and
you look at Steve Jobs and you go all right the guy is even more genius than I thought yeah cuz he pulled off to me what's difficult to do with mobile application you know the guy build has built building devices and stuff right so it's it's a pretty extraordinary thing
I have a friend who works at Apple and what she said was um apple is run this her her speaking off top here is Apple's run by a bunch of creatives
Steve Jobs doing a keynote three times a year is unsustainable well it's not the pr that's driving Apple's growth I mean you have to fundamentally be able to have to have great products to be able to and you know what Apple has done is built up this incredible brand and reputation for things over many years
I don't actually think anybody does they're very secretive about what their process is
here i have a patent from a company i just pulled up a random one here this is from a company called apple computer inc from 2004. and the abstract says a touch panel having a transparent capacitive sensing medium configured to detect multiple touches or near touches that occur at the same time and at distinct locations on the plane of the touch panel and to produce distinct signals representative of the location and touches on the plane of the touch panel for each multiple touches is disclosed
the screen is a thousand times better than the iPhones and it's huge and the Android operating system right now in my estimation is 80% of the iPhone operating system the apps are probably 50% but what that tells me is if the hardware here is so awesome compared to the iPhone's hardware
Apple if they don't if they reject your app which they do in front and not later like after you've been in the store they don't they specific reason and they say specifically this is why you're notem and you can change it and right and Google won't talk to you
I guess the fairness ER is that Apple even though it's a very tightly controlled garden they're very upfront from the beginning whether or not they're going to let you in
I believe that once they have that screen in the house i think there's going to be a whole group of people who just have to have it
apple TV 2 apple TV experience not great
having wonderful hardware that people want to consume media through is a huge differentiator for Apple
I mean this device in particular is just amazing for that right
let's assume that Apple starts you know doing what the rest of us are doing and selling You Know 24-bit audio you know lossless files yeah they did an interesting thing cuz they opened their lossless file format um which was cool
we wouldn't exist if Apple didn't push the music
we have an integration with AirPlay and it's uh it's not as good as I would like it because they were uh they weren't um they weren't willing to support multi room grouping
I'm one of the Believers that thinks they'll make a TV and it'll be a great one as well
I think they have a really good um uh you know streaming TV solution
I don't think Apple would say we have a music solution
I'm not a big believer in the Apple TV as a music device
that first iPod was pretty expensive too so relative to the other MP3 players that had been around for a couple of years
we looked at it and went n you know nice for Apple people but uh yeah you know small Market
luckily Steve Jobs and that thing um really accelerated digital music
Steve Jobs forced their hand made it 99 Cents
the apps on it have been and people need to know this before they buy it they you're not getting an Android device you're getting a crippled Android device I tried to put the Dolphin browser on it couldn't I tried to put 20 different browsers on it couldn't even find them in the store
this is a game Cher absolutely mark my words a massive Game Changer cuz this is a viable coexister competitor to the iPad is it better no but if you're a kid or a college student or somebody who doesn't have seven let's face it an iPad's really like6 s800 once you get one that can do you know this the network this is worth it
this is going to be a revolutionary device this will AB absolutely Force yeah but whoever's thinking of buying that the the Kindle is not thinking of jailbreaking it as a general General but they may want they may want to load their own um they might want to load Spotify instead of using Apple's I'm sorry Apple's Amazon you know Spotify is you're going You're gunning for either an iPad it's a fair point
if you want to add four buttons to the bottom of the iPad then you should go buy an Android
apple is spectacular at those two things
when Apple has an official blog and an official Twitter account official Facebook that they're actually like feeding into on a regular basis and engaging with might be a time to sell sell that's the end yeah when they start giving a sugar about people's opinions close if when they start giving a sugar what then it's over
they hired that guy from I think Yale business school they hired the head the dean of Yale business school to come in and create a curriculum that enforces Steve's opinions and his process so I think for the time being they probably got enough runway on like you know keeping that keep the facade up keep it delighting people with the surprising new products
I think there's probably only one company on the planet that's doing super amazing that has that Stone Face facade and that's apple
not that I know of and I think now that Apple has it you know it's not likely um I think again it's a Walled Garden um and that creates another opportunity
I think that's an alternative to search I think that you can go to Google or you can ask Siri but when you ask Siri it just pulls web results if it doesn't have the answer well right and but you know gradually I think the idea is you know they'll they can see what people are asking and what they can answer and when there's a lot of interest in a topic they can't answer they'll develop an answer for it
it feels to me like Samsung is going to be you know is on a head-on collision course with apple it does feel that way
they seem to be the one company that feels the most Apple or Sony like to me
the hard drive just yesterday is now twice as fast the new ones are now twice as fast as the old ones the read write speeds the graphics processor is twice as good as this machine
they're actually consistently sort of doing upgrades to the hardware without releasing it as new models
this is the best Computing device ever built
I bet you if you build a tool that allows you to publish to the Apple book tool they're gonna fight that as well just like they were fighting some of the people who had software to automatically make you know iOS sob air in flash yeah yeah rewrap it in the native code right
this kind of seems like Apple its worst I mean if we with the wanting to control everything lock everything and I mean if Microsoft had done this if Sony had done this we laugh at them and call them you know foolishly greedy
it is really cumbersome to wait for Apple to approve your apps and like we have one app that's been two months and like three or four times you've had to submit it it's a video game walkthrough like guide here's how to solve this video game and they keep saying like well you don't own the video game and I'm like well it's educational and that's very use and YouTube will give you the actually the benefit of doubt and be like okay you can publish it and then somebody can file claim and of course t
it seems like Apple will try to get away with as much as they can and then let's see if the market sort of pushes them I mean you used to have your own they should not support mp3 as an example right it was only their proprietary format and then they eventually caved in that way and let you do mp3 as well so I don't think it's going to fly
when Bluetooth was in the iPhone right was it in the iPhone from the beginning or it was it was starting and did it work the headset worked with it from the beginning or it did it did I mean that was a big Launchpad the iPhone coming out in mid 2007
what Apple does that's that's magnificent is they're so good at creating an experience in the store ... they're great at helping you explain your experience ... apple was really really good at helping to tell that story so they're great launching pad in terms of getting these new things out
I just bought a new Macbook Air and because I wanted the Thunderbolt for no reason because there's no Thunderbolt devices but I got it anyway right um and I'm like okay I'm going home and I'm like oh what do I do with that box that my Mac I'm throwing it away and I'm like this box is so beautiful I feel like I should be saving it and putting it for my daughter or something
Steve Jobs took it to another level whole another level right with the iPod
in Q4 uh Apple made more revenue from iPad than from the Macintosh wow yeah 20% Revenue came from the iPad 14% from Mac and then the rest from iPhones which are % from iPhone which is our Juggernaut and they're just spreading to China and other places where the iPhone only launched four and a half years ago the iPad only launched less than two years ago
what a piece of garbage that device is and yet it shows that 100 I mean I sorry Jeff but it is a poorly designed Hardware profile it's a little bit buggy and they I this is what I heard from an Insider they really rushed it out they had to get it out for Christmas and they just made massive amounts of compromises but it is a buggy junky clunky best-selling product because it's $199
this is clearly a signal uh that the It's The End of the kind of computer desktop computer era and in fact uh this new release this new operating system will be much more like the iPhone so it's kind of the uh it signals the transition that we're in right now which is the end of the desktop era and the rise of the mobile era
Apple's going to be cutting off a lot of old computers as well with this release so those computers will be consigned to the past they won't be eligible for this upgrade
my personal take on this is that this is really a slipstream release to sort of bolster um the fumbled release of OSX line if you're like me and you've attempted to upgrade your computers to line you probably experienced some really difficult challenges sometimes it hangs sometimes apps don't work very well uh the computer can hang or crash perform slowly under certain circumstances
like what's going on between apple and google you know those guys have other any agreements is to just go make out yeah they've got other grievances
they want to come out with products that when they're 50 years old and 60 years old people go those guys were like Edison those guys were like jobs they are playing for legacy
I think what Google wants to be is Apple you know they now that they've done so much it's sort of like a what's next moment
why isn't Apple buying this company either you have to wonder Apple's paying a dividend instead of buying Instagram and Twitter and square
I think eventually it's going to be right on that kind of cloud service side that Integrated Service side they haven't figured that piece out yet but I think they will
they built iCloud instead of buying something is because their DNA is we can do it better
the software Hardware integration on those products is seamless and when it's not it sucks right it's really bad
I think they're a great product company
Apple historically is petty no no no is so good at not revealing their biases or anything like I mean I think so to see an executive at that level say anything like that yeah they supposed to not be out there socially but I guess now that Steve Jobs isn't around they can feel they can go off the reservation and start I mean they're basically dissing Instagram and Facebook publicly
I've met with Phil before I think he's he's super smart I think they they've got a really interesting product but it's just way too heavy it's just not for me there's a ton of features in it
I buy at a billion dollars I think it's a good company yeah still buy because you know 20 million users it's a it's a becomes a backbone app it's sort of an every all day every day 20 million uses are 50 bucks a year
I mean you know Apple being the most obvious most closed apple apple and Facebook are the closed ones
Apple built into your iPhone you know we have this OS remember Apple wanted to acquire Dropbox for a short time and Steve Jobs I from my understanding Steve Jobs personally met with them and tried to Lobby them and they didn't do it
well Apple made it easy to use
Apple had a 55 share but sales have collapsed in the early months of 2012. they've sold about somewhere in the neighborhood of 700 000 fires uh good for about four percent of the market with 68 uh going to the iPad
I stopped using the Kindle Fire it's too slow too sluggish narrative so if you have the iPad
I wish Steve Jobs was around to make clear branding for Apple the new iPad can you just call the iPad they should have just called the iPad 2s or iPad 2R for retina right
I predicted the iPad would go down to 399.
if you ask people who've bought three or more Apple devices or five or more Apple devices or have bought had Apple devices over five or 10 years that would just Skyrocket like for me I'd like yeah of course I trust apple with my money because they've got $10 billion doll in cash
I mean so basically Apple could start a bank yes they could do like JP Morgan Chase and you could give them your money and they would be feel okay with it that's extraordinary CU I mean for a technology company to start a bank I mean that's not would you trust them with a payment service that's what you trust them to hold your money for you y I mean that's that's extraordinary
they did a survey of 5,000 consumers in the US and UK and they give two different answers one of them says that half of um half of the people would trust apple and then another one says two-thirds of them would use it all well if two-thirds of them would use it that means they trust it right so yeah it's pretty yeah and then how many people don't trust Apple so 50% don't trust Apple nearly half the people who use Apple devices would be willing to trust the computer giant with their Savings in a
it's a very secretive company and I actually tried to get an answer to that question many times and uh like I you literally can't get into one building uh with your pass so like and I asked and I had many friends there you this place is on lockdown I couldn't get any straight answer from anybody
that is brand busting trust right and apple is the opposite I would think so
I do think that path responded and apple responded so quickly to that to have that dialogue message come up
the album cover couldn't you just show the video I mean I know it drain the battery a little bit more but why don't you show the music video or short clips from the Chappelle show is what I said to him like wouldn't it be great if instead of buying on iTunes music I could buy short clips and he looks at me goes Jason nobody wants to watch a video that that's that size you know it's nobody wants that I said but I I'm a customer I buy every one of your products I I want that and looked at me he sa
I think it makes sense I think the pricing um is starting to align better with Market rates and Market expectations I think the initial pricing made sense for the opportunity to be a launch partner um for something as cool as I ad right
he did think that it was critically important important to bring the emotional aspect um of advertising that is so well executed in TV ads uh to the mobile platform and that is something that is being focused on very much so at aad today
they bought us because we were a leading company very early in the space we had a roster a big roster of Premium brand name customers um and we were growing like mad so we were we were two leading companies in the space admob and Quattro y admob went to Google and we were very fortunate to join apple
she sold the company Apple
you see it with apple you see it with Google with search you see with the iPhone it's very difficult to compete against excellent excellent products
anybody wants to do anything innovative with the iPad they they have to wait for the gatekeeper to approve
they can fight Apple where they're weakest which is on the open source front and the closeness of the system
Apple TV's actually been performing pretty well for them lately
Apple is not agnostic correct this is only for Apple devices currently
the integration that Apple has done so well between hardware and software it took him a long time to do it they had Steve Jobs hydrogenation actually the hardware business trivial or not anymore because I think Apple wants us to think that it's really hard to make great physical products but then I look at Kickstarter and I see all these people making brilliant hardware and I see job on making bread I'm starting to think it's actually not as difficult that's Steve Jobs made it out to be
if Apple had great success building hardware software soup-to-nuts
you look at the market leader for this you look at Apple and you know they're able to deliver consistently high quality experiences because they you know they do the whole banana as they say they control the stack from an end manufacturing production design software hardware it's all Apple and it's a great experience
I think that one of the biggest advantages that Apple has which is kind of a dark-horse thing is that since iOS I think it was 2 or 3 they've really been consistently pounding away on the enterprise integration it's not something that we think about very much as consumers but the the iOS enterprise integration is really good for exchange and Active Directory and all those kinds of services especially Microsoft services so iPad an iPhone worked really really well for fortune 500 companies which i
Apple's going to make a television.
we've been working with over 20 companies right now Hightech companies like Apple and Google to accept those um and we've actually placed people in jobs
well I mean I think it's silly to think that Apple would have the dominant position forever of course others are going to come in it's a it's consumer consumer electronics as I've said consumer electronics is the I consider one of the worst businesses on Earth but it's it's the most competitive business on Earth so of course people are going to look at it and what does what do technologists do they how is it the worst how is it the worst business in the world if apple is going to be the first tr
I know $200 Xbox console I have $1 unable to a lot of people no I know but when you think about the iPhone you know I I've met plenty of people who are in college or make 10 bucks an hour who have iPhones and they could have saved a 100 or 200 bucks not buying that iPhone but getting the getting the Galaxy or getting the HTC
look to China to see what happened over there the cheapest the cheapest devices anywhere and there's a craze for iPhones even though they're ridiculously expensive they're more expensive than they are here yet apple is growing phenomenally over there because of the Elegance Factor because of the cool Factor Masset Prestige factor of having an iPhone
eventually apple and Facebook will have search engines and email clients right
I think this is why they have to get that Apple TV out and they got to get the 7in iPad out.
well, if it's narrowing and it's version five, I sort of feel like we're getting to like gee, you know, version five of, you know, X season five of XTV show, it's like, who cares? You know, like it's just getting a little long in the tooth.
I think the difference between the Android phones and the iPhone are that it's narrowing the experience.
AT&T Verizon just last week said they're selling less iPhones. They're selling a lot less.
This might be a reason to I'm not saying short Apple, but maybe Apple's sales are down reign is over.
Is anybody care about iPhone 5? Is it like the iPhone 4 is such a good product that the iPhone 5 doesn't matter? I want 4G. That's all I care about. 4G. I'm getting the Samsung. I'm going Samsung S3 going Android. I need 4G.
they had a creative environment ... the whole environment was very creative Centric
the Innovations were mostly done by others right and and Steve edited well
one of the things that Apple needs to try to do is keep from everybody trying to St Channel Steve Jobs ... I believe that's a stifle to creativity
Apple also had a wonderful uh cache to them it was the early adopters it was the hip group
I believe that Steve had the right passion at exactly the right time and and so if you look at the product run it's actually somewhat natural
I think Apple started teaching them to do that with iTunes
the transition to iPad Kindle Nook like apps for your magazine I love those things because after the initial bout of Terror that Silicon Valley struck into the hearts of the executives both in LA and New York Sor heads prevailed and I was well wait this is amazing this gives us all new ways to tell our stories to our audience
if you want to have a mobile app that's well-received you've got to figure out how to build a relationship with apple and get promoted in the App Store
there are lots of people who put themselves in that value chain whether it's apple with the iPhone or Flipboard with the app that uh May at a moment in time seem to suggest that the underlying teller of that story isn't important but that story is more important than it's ever been
the one juror who cenet interviewed last week said that there was no Hometown bias in they followed the judge's instructions and they yeah I don't buy that I mean who votes against Apple
It's a nice thing when other companies create a product that makes your product that much more rich and enjoyable.
The adoption of the iPad in corporate America has been really interesting to me and and hugely helpful, I think, in pushing interfaces forward.
the original Macintosh development project as a touchstone... the Macintosh was engineered from the motherboard up to provide this new kind of computing experience... It wasn't great. But I would say it was very good, but not great. But very good sort of set the stage for 10 years of evolution until Windows 95 when everybody threw in the towel and said, 'This is the way we're going to use computers.'
Apple just came out with AirPlay um you know in the last year or so and if you ask a 100 people if they know what AirPlay is 99 do not and that's a tiny tiny slice of that of that future that that we know is coming.
i mean what where they just spend a billion dollars on maps they'll get it right eventually right brian yeah although there's not a whole lot of revenue in maps right i mean it seems just like a fu moved towards google more than anything
i think apple needs to stay on what their mission is yeah is to make incredibly great hardware devices that have good platforms on them they did that and revolutionized areas they did that with music they did that with phones tvs is logical home automation down the road like i think they got to do what they do well and you know building social networks doesn't seem to be what they do well or maps or maps apparently i guess
apple's not a social company they're not but the device is you know and so if the device is primary use or one of the primary use of cases right we just said the use case is maps they weren't a map company now they're a map company they bought their way into that space boom they weren't a photo company and now they are you know like they're not until they are right
it's going to become a pretty compelling war between these two companies
if you look at maps what perce i guess what they did was they looked at what percentage of time is spent on each app and they know mail and browser and obviously maps are in the top three or four phone obviously is up there so if the top five apps they have to own all of them
i imagine they want it to decouple from google i mean having google so tightly integrated into their most important products seems problematic for a company as big as apple
it's really difficult for a company like apple that's been doing something a certain way for so long to change the way it does business they just have to do it for services
the app for maps is terrible clearly but it has some innovative features
the photo upgrade is pretty nice because it gives you nice logos like do you want to send this to uh use it as your wolf print it copy it facebook twitter like very easy to sort of it doesn't use the old you know buttons it uses actual icons for all of those so it looks like the the photo app is much nicer
the ios 6 update came out earlier this week and the first thing everybody noticed is that apple's own maps app is not perfect it has lots of issues
i think they're gonna do the seven because they have to have a 250 on the market they can't beat 399 forever
from apple's perspective i think that they're going to continue to release products and one product in each category tvs are probably next
i feel like it is the end of innovation the smartphone or we've gotten to the 90 mark
why would you risk the franchise
the the the iphone is half of their revenue or more it's i mean it's the best-selling product they have
i don't think apple is has has the need to do it right now until they until and if they lose their dominant position in the market
every time they release an incremental update like they've done it blows the expectations out of the water it's working for apple
i don't think that they have a better form factor
i think that's a decision steve jobs would not have made he wouldn't have let them take the glass off the back
it's a smart move money for apple and it's lighter
what i think this will do is it's going to increase usage of the device because it's got lte and because it got the faster processor and a little more screen real estate
this is so light it almost feels flimsy it almost feels like you would want an extra ounce or two on it because it feels so light and flimsy
it's a revolution it's the best iphone ever made it's the best phone ever made clearly
this is a revolutionary product even though it's incremental so it's incrementally better five or six different ways which means it is hugely better
ios 6 maps from apple is a complete utter embarrassment
in iOS 6 you can make a photo stream that's in your photo area and share it with friends ... now we can all put photos onto one common stream I never have to load I'm not going to be on path or Facebook half as much because that's what I'm trying to do is share pictures of my daughter
iCloud works it just works
Apple reportedly wanted its own app because Google wasn't willing to do Voice driven directions
Apple's own Maps app uh had a kind of disastrous uh beginning
Apple's busy with maps right so that's going to consume it
Apple only puts out the most polished version so if Apple puts out a wearable computer like that it's going to be like too late everybody's going to already associate it with Google right
Apple's picking off each one of uh their former Google Partnerships
wallet is going to be a big deal
have you looked at the 3D view it's just like tremendous it's like a SGI workation on your phone
they did Maps right whether or not people think they're any good what do you think I have no issues
Siri they hired the A9 guy so obviously siri.com will become a search engine that's my belief is that you'll go to siri.com and you will search and they will have a a competitor to Google that those claim is not a competitor but it will skim the top 10% of searches 20% of searches and then eventually 50%
I was wondering you know if apps are the future why do you need the HTML 5 Guys so that that's seems very odd to me
all the stuff we were banging on was fixing Passbook in away so so that was really helpful
you build a great relationship with Apple so we've done that
all Apple puts out this pass book
Apple doesn't even isn't even involved in that yes Apple just is they they're holding the device but they don't have any
we have a great relationship with them and uh actually it's it's been wonderful working with them they uh you know they they really rely on the developer Community to help them out
I I think Tim will do what is in the best interest of the shareholders and if they determine that going across platform is the right thing I think he will do it
I can't see that ever happening
you're already seeing it's been out 3 weeks yeah you're already seeing numbers Major League Baseball they deployed it with four teams 14% the tickets were in Passbook
I I think it's um I think it's imminent
I think they will have credit cards perhaps before that
they have to they they they have to
is this really Apple payments in Disguise in your mind it's coming and in fact you can do payments today with things like a Starbucks card for example
Google Maps on the on the old iPhone had uh Transit directions as an option and now the the Apple Maps doesn't those are are gone
I'm not sure that this is something that's going to happen anytime soon but it's a legitimate concern that that they might just lock down uh the Mac OS completely and just say no you know you have you can only install apps from the Apple Store I don't think that's going to happen but it's certainly a possibility
I would love to see innovation in dialers and keypads and and all kinds of stuff like that but I I can't help have this lingering doubt in the back of my mind um when I think about the the weekend that I jail broke my iPad and there just is not much out there that really that people have taken the trouble to build that's really very interesting and the the swift key replacement which is would be wonderful to have on an iPad um is so broken that it's it's just unusable
it's a a real high bar to catch up with the user experience and the the compelling design of Apple products
this is the iOS um sort of dilemma when you lock a piece of software down the way Apple tends to do you have no innovation occurring so to make a SE a keyboard software they don't allow that correct they do not allow that and so stupid youd have to jailbreak it basically see this is where Apple gets me so infuriated sometimes and I have friends over there they have to let go of this you know control freak nature with certain things
so apple is not in any uh this isn't going to take any meaningful market share from Apple or it's going to take meaningful market share from laptop providers like Dell
yeah that is fair I mean he he was pretty disciplined about that
I'm not sure that that uh the smaller iPad is necessarily going to be exciting to consumers or great for the web and the long run
they're still going to sell as many as they can make...the iPad is now a huge franchise for them and a lot of people want to buy them in fact they're basically selling as many as they can make of the 9.7 inch ones and so I think anything that makes it easier and more affordable to buy an iPad is going to do really well and I'd be surprised if they don't sell out the initial run pretty quickly
I expected a much different price and I it feels like a huge mistake but maybe they're just going to drop the price post Christmas and they're just going to price gouge people for the next 90 days
Apple apologize because they're app yes think about that this is the difference Tim Cook apologizes over the maps being wrong and Mark Zuckerberg gives a snide PR comment
what's the rush if the TVs be next year
why should I confuse the market if people are coming into the store and they got $500 to spend let's sell them this or an iPhone 5 why are we going to put a third option out there
I think what Tim Cook is doing is managing again he manages for peace and predictability
given that they're selling a million or something of these Nexus sevens a month he would have uh he would have because he would have not wanted to see them chip away or at the franchise
he wouldn't have done iPad Mini right wasn't he didn't he said like don't need given the performance
if Steve Jobs was alive rest in peace Steve um if Steve Jobs left today he would have put that TV out
I think Tim Cook is such a wonk when it comes to in a good way managing the supply chain
I think what they wanted to do is they didn't want to confuse the market with too much product and they're trying to maximize
where the hell is the Apple TV the TV is the one that we've been waiting for
I think the iPad was revolutionary but anything that sells 100 million copies KY revolutionary
we have not seen the the game changer from Apple since the iPad
the management stuff is 100% predictable
what I want to question is Apple itself duoo over every little feature as if it's real Innovation where's the Innovation where has the the last major breakthrough been since the iPhone one came out it's the same thing we keep adding some some nicer icons will make the process a little bit faster add some more memory and then we say oh ah wow look at this you know job used to go on on and give a remarkable presentation and everyone sort of bowed down and said yes sir yes Emperor this is really tr
I think Henry the margin on this has got to be 100% for them right it's costing them 180 bucks 190 bucks same cost as the Kindle Fire to make I'm sure right I mean they're certainly making more money than the Kindle but I don't understanding is that the screen actually is pretty expensive you they can they maintain these margins can they keep charging this price my guess is they'll come out with a retina early next year or mid middle of next year and then we'll have a cheaper version I would hop
Steve Jobs was completely wrong on this
the resolution is not even close to the uh iPad three
I think it's still a little bit too expensive and I think it'll change their margin structure somewhat for the negative but overall it sounds like this is the winner
I think it could be a huge product for Apple
they have a great business building hardware and they're pretty good at right
there's no guarantee that they'll even continue supporting or evolving this product
this is a direct competitor and they've been nice to you by featuring it but now they've come in and they will be the default on everybody's phone
to have a company like apple um come out with their their own app it validates it
with apple it's um it's it's a bit tricky um and they're you know they want to um extract 30% and content producers in many cases don't want that
I mean it it seems like they just you know do Q&A six month after a year after you know 5 years after dodgeball and 3 years after for square they do places you know it just I think they're betting on platform right comments like basically they're betting that you'll use Facebook without going to facebook.com right right and that everywhere you go connect comes with you and comment like all of their stuff comes with you everywhere and I believe that's the the long term but their squeeze of people
I think the cycle of technology has really not innovated in their history they've just copied everybody else's ideas with the exception of maybe the app platform which seem to be platform was their kill shot I think that was the smartest thing they ever did but everything else is just a a a a slight slly more efficient maybe or better scaled version of what came before it
Apple typically waits to not be the first mover I would say right now uh from our own experience from people who have been contacting us everybody is working
I just know those two companies are so well positioned right for the next five or six years that it seems very unlikely to even think about them right right other than in extremes and you know last week you were you were given an extreme Apple was down 8 weeks in a row right you know and I was like I was on the stream going come on guys like stop talking about the end of the world here this is an opportunity yeah
build more stores that was my message to Steve Jobs in 2006 build more stores
it still feels uh very insular it's uh really difficult for our startups to build relationships inside of Apple um you know I think it's changing a little but they're not out there on the Corp Dev front they're not you know engaging the startups uh deeply you know outside the ecosystems that they're obviously facilitating they're not you know hanging out with the startups or helping them get things done so we don't see a lot of them and it's been that way for forever so that that really hasn't c
the thing that keeps me on Apple is the apps right it's Evernote and the until I hear developers at Evernote or Facebook or Twitter or or any X number little startup get excited about some other platform and start building for that on nights and weekends which is where the love happens I'm not going to switch
I think it's a unwillingness to compete with its own developer Community the the real thing that keeps me on Apple right now is the apps
I don't understand apple with the software I mean how could they suck so bad at software and then they fire the guy forall who I guess got the apple Maps going I felt like at least they got a product out into Market I feel like they're so such perfectionist they will just not release product the goddamn stock ticker on the Apple the stock app on Apple has not changed in five years why is Apple suck so much Robert
I think it's a particularly brilliant strategy on Google's part
I'm an iPhone user and I'm start using Google Maps I start using Google I start using Gmail I start using Chrome I get educated on all that and if they start fixing like they started to fix the operating system problems in Android like updating and stuff like that and the hardware gets so much better then you're going to look at it and be like okay I can get an iPhone and pay $200 more or I can pay $200 less I'm using the same apps why should I buy the and the HTC has you know a couple more mega
it's not just the apps the problem is for the first time the hardware has competitors nothing competed with the iPhone before now there's actual competitors
we are replacing our calendars and all with other apps
what would Steve Jobs do if he was alive Ben right now and he saw that he would get people to build better apps over at Apple it is the it is what they must do they need to make them better they're just behind
they have to buy the top 50 apps out there and make an app team internally that makes all these best of breed apps the ones they have have got to get better like look at the stock one the stock one is terrible I have stock the stocks has not changed in years
Safari they're always locking it down like there's no plugin architecture The Flash thing like all these things are these all these chickens are coming home to roost now with apple and it's there going to be their Achilles heel
Apple has to go out and they should have bought Sparrow when they could they got they should have bought ways when they could they need to go buy this and they need to buy a Dolphin Browser
if they're going to maintain this Hardware uh lead as the hardware is starting to get better on other phones and the software is starting to get better on other phones this means Apple could have a problem
YouTube trounces the lack of a apple video competitor
Gmail trounces the mail app on Apple
Chrome is spanking Safari
that's why why you don't see apple doing phones that are 15 inch wide yeah it's just so dorky
I'm a huge Apple fan I have every iPad the mini iPad every iPhone but I just got the Samsung Galaxy Note 2 and it's replaced all my other devices
I'm not I'm not sure wayes competes with Google Maps though like I I I would then you know I use Google Maps for all of my GPS like uh functionality when I'm on the phone but there's plenty of GPS functionality you can get from other providers as well Google Maps doesn't have the Monopoly on it and uh you know Apple failed building their own product they could probably buy for a lot cheaper than 750 million
they absolutely have to be competitive the the the problem is if say if say they had never made Apple Maps and a year down the line Google says we're going to yank it now now you have IOS with no mapping product of any kind shape or form and it's all totally completely screwed
they probably should take more risk but then there's the question of what they should take risk on they don't want to be a Yahoo where you buy these enormous things that you then write down to zero
think about what Apple's biggest acquisition in their history was it was next in order and they bought that for less than $500 million so you don't really see apple spending a lot of money for speculative VC hyped Acquisitions I mean their last kind of speculative Acquisitions are particle and Chomp we don't know what the terms were but there were certainly less than $100 million or $50 million I I've never seen Apple do a kind of crazy acquisition on a company with one million in revenues
the reason that apple is offering that is because they've been so embarrassed by their map product I think it's a big reason
if they are offering let's say 750 or something like that if they offered 750 they'd be silly not to take it
they're willing to pay three or four times as much as they're worth just to differentiate and stop Google Maps from infecting the iOS ecosystem
apple needs something to differentiate itself for maps maps is just terrible and without something like a ways especially a ways they're never going to win against Google right now just it's embarrassing how Bad Apple Maps is compared
I think it would be a huge mistake to go back to it just because Apple had done it hmm like that's just not a good way to think about it like anytime you're like well the most successful company the world did this yeah therefore we show too and
i don't think it was as bad as people made it out to because i never had a problem using it no it's fine yet seemed like it was fine
that day Apple put out the physical dimensions of what was going to be and so we cut out pieces of cardboard into iPad shapes and we carried around cardboard and be like we did all of the work on cardboard to just get ready for this is like months before there was a simulator or anything and yeah it definitely it had a big impact
I couldn't find a single app on so far far on a week with Android that or just under a week that I you know I couldn't find something that I I have on iOS that I love on iOS that I can't get on Android
it feels like it maybe it's 20% ahead of um where apple is and Android is finally usable I'd say it's 80% of what iOS is
it's great that they have these high margins but what is that 100 billion plus dollars $10 billion they what is that doing for them and why would they not go out and buy crossplatform products so for example Google is infecting Apple from the inside out I now have not I don't touch the mail app I would delete it if I could the Apple Mail app and obviously I use Twitter and I use Dropbox and Google Drive and iCloud I'm like why did I pay $50 for that
I think this fewer products got Apple to the point of having this massive excellence but it didn't it's now working against them because there's more experimentation going on and well they're a big Target too and they're a big Target
I wouldn't underestimate them U but I it's going to take a lot to dislodge Samsung it's got momentum on its side people are more excited about the the next Samsung product and the next the next iPhone um which is something I've not seen before
the problem is for apple that Google has done this or seems to be doing this with Google Glass I have an iPhone 5 I like it but I'm a lot more excited about Google Glass than the next iPhone
I think that what we're seeing now is inevitable it's uh uh it it may not be that terrible a situation for Apple I mean if you think if you think of BMW they've got about a 3% market share in the overall US market as including trucks and Autos um but something closer to an 18% market share Porsche is about a third of uh 1% but margins are higher at the top than the bottom and both would be very nice businesses to own may apple kind of slips into that uh category
the gap between Apple and competitive devices whether it's in Mobile phones or tablets or even in or in laptops you know ultral lights has narrowed and so you know you're talking about the the note too but you know there was there were other uh fablet type phones fablet all over the fablet right phone plus tablet is kill that name it's a horrible word but but they're nice devices and you know you saw some of them uh um really created a lot of buzz on uh Buzz at the show uh Huawei was showing one
you get this massive screen real estate this is the winning I think this becomes the winning format
I think Apple's at Great risk right now I can't believe I'm saying that but Microsoft I just got the surface so I have my Surface right here today just came in the mail and I I I feel like for the first time I've been talking to people who are 100% apple and they're like 60% or 80% Apple now and they're trying different things they're they're trying them because they think they're good enough they're trying them because they're sexy and they're better and they're more interesting
there was that little thing called Apple cutting ohle c yeah apple cut orders on their phones
in terms of what people are building for in terms of platforms i'd say number one is probably now a hand roid for sure
most programmers still use apple almost exclusively taught to develop ... the vast majority of programmers there on some sort of macbook air or macbook pro
of the top 10 apps on iOS 6 of them are apple or something crazy like that Google I mean Google Google is absolutely crushing Apple's own ecosystem
you look at apple's software strategy for apps they have this I message ... but you can't put that on an android phone ... closed ecosystem that's why ... do you think that's sustainable in today's day is that sustainable just because is that what killed blackberry ... now I messager is gonna get clobbered by whatever Google comes up with
some of their key products like the macbook air hasn't been refreshed in in years and they were refreshing the air every you know six to 12 months it's been one year and a half two years since the last one came out ... now everyone's kicking their butt on the hardware side in in the Ultrabook category because they haven't updated their hardware in a year now
I think that this is the ultimate buying opportunity I be totally honest I'm going to load up on some sock on this because I hate them it turns into a stock show they are going to respond with the large remember I said they have to do a note to competitor they're going to do that they're going to do the cheap iPhone
apple missing their revenue for the quarter everybody's freaking out and the stock is taking quite a haircut
the super amazing deal would be if Apple could buy square and f*** Twitter and then just put jack as the chief product officer
Apple could over pay and buy Twitter for $50 billion you said a number over 20 they made 24 billion in profits last quarter if Apple could buy Twitter for $50 billion I would say do in a f***ing heartbeat
if I were Apple I would either buy Facebook or Twitter
it's a very aloof company that hasn't been particularly acquisitive
they also don't know what the f*** they're doing on social right again
Apple's out executed everybody they just like kicked everybody's ass period
I think he was overemphasizing Android when clearly iOS platforms were monetizing a hell of a lot better
Apple and Android have been selling hundreds of millions of [ __ ] devices
the only thing they are still going to do like physically is that you are going to do showrooms ... you go to check out the new Apple thing, like 'high-touch' stuff.
I love Apple, you know. All I own are Apple devices and I've always loved them, but that stuff is just terrible.
I don't even use iCloud. I just find it such a mess.
companies like Apple, who have said 'No.' They rarely do acquisitions, right? ... And the question is, now, they're ... in a different strategic point, and they don't have Steve Jobs ... will they be forced to sort of change their attitude toward that?
Apple Maps came out, and then Google had a choice, 'Do they release Maps for the iOS or do they not.' ... The Apple Maps did not work.
I hear more and more sort of chatter from smart friends that like the hardware as good or even, possibly, better.
it feels like Apple doesn't know how to make great apps.
A hundred and forty billion dollars, obviously, best products in the market, but it feels like some of the hardware is... [not great]. Android has reached parity.
these markets, if you believe in the Clayton M. Christensen's theory... the less vertically integrated guys are able to compete just as well. And over time, those people will eventually win
at some point, the iPhone and the iPad will sort of run their course, but they'll be... the competition will be good enough.
I know, it's no good. And frankly, iTunes and all of that [is no good]. They did a good job in the media deals, but no one likes the software. And, like, I have an Apple TV and it always... the downloads don't... it's not reliable, like, in the way that like Dropbox is or something. And so, that's always been their Achilles' heel.
iCloud is a disaster.
But they've had this Achilles' heel of web services and data services. I would put Maps in the data services versus their search or other things. And iCloud and all this stuff...
They are an amazing company. They are, I think, the most innovative company in technology in the last thirty years.
for a search company, to be crushing the biggest OS company is pretty remarkable
When you go into Apple's ecosystem on their home turf, and you absolutely slaughter them app by app, like, Gmail.
at some point, presumably, they're going to figure out [that] they have to acquire for that.
Apple is amazing company, but they've always been weak at web services and data services.
And if you look at these markets, typically, historically, probably, two companies survive. So you've got five companies with hundreds of billions of dollars in market cap and cash. uh... All of them are, like, directly colliding, and two will survive.
This is the direct result of Apple and Steve Jobs.
I think Apple proved the vertical model was vastly superior
Amazon, Google, Apple with a hundred and forty billion dollars, the largest hedge fund in the world, it's insane.
Apple rakes in what 7 % of the phone Market's profits
are people really thinking that the empires that they've built up recently the iPad the iPhone and so on they're going to crash and burn overnight like that yeah no of course it's not going to happen
it's the best company in the history of uh consumer electronics it's the best company in the history of pretty much anything short of Commodities like oil or whatever right and their p is only 10 that boggles the mind to me
in the short term not a goddamn thing they're doing everything as right as any company in the history of Commerce has ever done if you look at their numbers they're so large that I think people do not comprehend just how an amazing job Apple has done in terms of generating profits it's outrageous
Apple in about one week generates as much profit as Amazon has ever generated ... they're making 100 times the right the earnings
just as Apple was in need of very Desperate Measures
the only sort of story I've seen that played out and worked was the Steve Jobs returning to Apple they had a very sprawling product line and what did he say we're going to make four products make a laptop for consumers a laptop for pros a desktop for consumers and a desktop for pros boom that's it let's get to work right yeah um and they cut out all the stuff even cut out things that were um profitable somewhat I'm sure they accountings printers yeah yeah all the cameras new blah blah blah blah
There's only been three or four great technology companies in the in Silicon Valley. You know, Apple, Microsoft, Google, Intel... multiundred billion dollar market cap companies that have been around for 30 plus years or will be around for 30 plus years and finds a way to grow at scale.
i.e. in Apple, you get these massive discontinuous improvements
it's also going to be very interesting because with that you can just basically press it and start recording from your wrist video or recording ... if I flip it like that and I can do a video conference or I can hit record I mean that starts to feel really interesting to me as a new way of doing video conferencing a new way of recording covertly recording more interesting than Google Glass
I think the whole idea that you are going to be able to not only keep up with notifications without having to pull out your device but that you can also track number of things I think that that is going to get smaller and smaller and those little tiny moments of reminders I think actually could be really cool and open up a whole another Quantified Self kind of set of applications that could be very very interesting
I mean Apple does have sort of remarkable restraint in not releasing things that don't make much sense
I think it's a part of an overreaction um but you know what people are betting on in the market essentially is that um you know Apple has transitioned from a super fast growing company to only um a sort of moderately quick growing company
I think what with respect to Apple TV it's a matter of time um I think it's going to be a fantastic product um but again I don't think an Apple TV is an iPhone um I don't think an Apple TV is an iPad and I think that from a watch perspective it makes sense because you're going to have a smaller and smaller form factor um but I'm not sure that it's going to be from a functionality perspective just that much more revolutionary than you've seen with an iPhone or an iPad
this is not a catastrophe this is the natural course of business um and natural course of innovation at an innovation company is that you're going to have these moments of Pops you're going to have this these moments of incremental development and I think they are absolutely getting their bearings following you know what a decade of just amazing product Innovation
going back to iOS 7 that's one of the big things that I hope Apple brings because their keyboard to me right now is kind of the least sophisticated of the bunch ... I really think that Apple needs to have a fundamentally hugely better keyboard in iOS 7 and I really think they should finally open it up and let third party keyboards get plugged in there
I think they've been doing great things and they're also which I think is great taking kind of a slow path toward bringing OS 10 and iOS together uh that's opposed to Microsoft who really made a drastic step to make Windows 8 ... so I think Apple's taking the right track in that regard
I have a feeling that they're going to pull out all the stops and get everybody on board and and make sure this happens happens in time
I think a fresh perspective is going to be helpful um but making such a drastic change like that with so little time before the next major release is is you know it's it's risky for sure
I'm no fan of schi morphism at least in the way that Apple has done in iOS in the past so I'm you know I'm thrill that they're going to rip that out
they've got glass Collective making hundreds of millions of dollars of investments into companies that are working on stuff for glass I don't think they'd be bothering that if if indeed this was just a oneof
in three years I would say probably about 1% in five years I'd say somewhere between I'd say around 3% and 10 years from now I'd say you know 10 15%
if you look like you're wearing like a computer on your on your glasses you look like you're trying too hard it's a douchy move
I'd say it won't even ship it I'm going to go off the thing and say they won't even ship it
this layer of of Hardware is coming and it's a great time to be you know a consumer
this is a home run Google is one of the greatest companies that still hasn't even started yet
Google Play music all access so it's five words whoever named this at Google needs to be shot... when Apple releases their music it's going to be like I music they're going to add a character to the word music they added four words to the word music
I think music is probably the most impactful of all these none of them blew my mind... I think the UI ux around all of these things is so terminally bad... and easily repairable that it blows my mind
iMessage and FaceTime are designed and the value of those things increase with the size of the network ex pure Network effect
why is FaceTime not on Android stupid at least FaceTime it's so stupid it's like apple is so for a company that makes such brilliant products they can be so stupid
apple has a great great ecosystem Apple has you know the the apps everything there the design
but why would Apple want to be in the same store as Microsoft and Samsung right then it becomes back to distribution right like and and apple already has its own distribution so that might not be available to Apple anymore and that can control like if you if you if you ever go to like an apple Corner in a Best Buy you know bay control like it's has it's the nicest table in the entire Best Buy is the apple one but the light above it is still a Best Buy light and therefore nothing looks as nice as
I think the Apple Store like like every retailer should like wanted to be more like the Apple Store the second the first Apple Store was out there it was clearly that this was a better idea and again extremely Innovative in that way so I think this is where retail is going
I think thep store is probably even the best example because they a cafe and just you happen to buy the things
we do see the Apple Store, The Disney Store, the espresso store people go there not just to shop but to experience stuff
their view for everything is how does it help me sell more iPhones right
they are able to innovate most of the thing most of these things in-house and that's cheaper and they have a great R D team and they trust them so they don't need to make big Acquisitions for the sake of it
they're fantastic at at phone software and Hardware right but most of their uh Services yeah especially internet services are mediocre a lot of times are just passable enough
I think Tim Cook is his own man and it's like we Revere Steve Jobs and rightly so but it doesn't mean all of his decisions were right I think that the dividend the buyback considering the situation the circumstances made sense
I think that it's honestly the cash had just gotten to levels where it became absurd not to do something although it's certainly true that it was not a question on the table with Steve yeah and it was a question on the table with Tim and then I think logically when you look at it it became a sort of sensible solution
the phone is is what the phone is going to be it's 85 to Perfection yes and so you know your screen is not going to get better than the eye right and so this is I think a broader question and Apple's going to follow the same pattern it has in these other areas it's not going to be the first it's going to wait until it can be very strong with something that has broad appeal
I think it could actually fail and the company would be fine too though so that in the sense that you know plenty of things don't work out and you move on but but it would be a reputation hit and it would play into the narrative that Apple can't get it done without jobs if that watch is a failure that's certainly true and there will be that narrative
I think Apple still has you know that's a testament to the brand and and as long as they can do that you know they don't need to squeeze in before the holiday season
I think they are very very optimistic about and that that continuing
the Lumia looked the exact same it seems like they just stole the colors from the Lumia and the whole thing with the color of the case matches the background color of the actual desktop or the screen I mean what was this Innovative for you the 5c was it disappointing it's a throwback it's a throwback to those original like IMAX with all the different colors
I mean the reality is it's the older version um with with a new exterior or bespoke exterior and I think they did a great job in really wetting a lot of appetite for these two products I mean if you look at it it's basically an older iPhone in a in a sexy case and I I think it will do quite well
we use the same chip that apple whatever apple has used in its product we would use the same chip just because it was the best chip out there
they go that's not going in our store really kicked it back to you on the packaging oh yeah it was like thanks for flying out no that that packaging doesn't look good and we um so everything on that packaging is approved by apple
it's uh it's sometimes you you get very frustrated with the process working with apple but then you also love it because you know if i can get through this you know it means we're we're we're good we have a badge of qualities
it's certainly a badge of quality if you get into the apple store people go that must be a cool and unique and interesting product
the app store review system is broken apple some take a memo
I think that that's actually one of the the fun things here is the fact that Apple keeps you guessing um and then when they do come out um it's fun um what I just think is cool is the fact that they continue to attract great talent and that's always the first step in any of this stuff
if you know, Apple, just take Apple were a country, it'd be like in the G20. Yeah. You know, and so like, you know, we're running around, you know, talking to some random president or prime minister about they think about Syria and you know, if Apple had an army, you should ask Tim Cook because it actually matters what he thinks.
Apple's just not a threat today. They're not a threat. They'll launch a TV. They'll launch some other crap. Nobody will care and whatever. Life will move on. It's the end. It's not the end. It's just like they're just going to be this company that's caught in a hamster wheel. And because they've they focused only on margin, now they're going to be a slave to margin.
iCloud is probably the most underwhelming, underimplemented product. If you gave it to me in 2 seconds, and I, you know, I'm not that smart. I don't have an MBA. I would say, wait a minute, maybe this thing should be installed by default. Maybe it should be turned on by default. Maybe we should take some of that $140 billion which are trapped in all these countries, invest in a bunch of data centers, buy pabytes and pabytes of storage, just give it away to everybody and cash every single thing t
Look, maps is garbage. They knew for months and months and months that way was up for play. Where were they? Maybe they were there. Who knows? But who got it? Google.
if you have $140 billion, no technology company has ever exchanged growth for margin except Apple. And you can say, well, it's worked. You're right. But when it stops working, you're right? And $140 billion in cash, they're now But it's not it's not in cash, though. I mean, just giving it back. The fact the value of that cash is probably 20 or 30 billion. It's trapped in a bunch of countries.
Android is a very powerful OS. It's good. It will get better. Unfortunately, this is turning out to be Windows versus Mac OS. Unfortunately, I say because we all don't want to live in an ecosystem where it's 9010 and we're moving in that direction.
The 5C was supposed to be the world phone, supposed to be the China phone, the C for China, worked cheap. Um, and it turns out it's 50 bucks less than the 5S. And it's kind of like you can't even figure out who this phone is for.
I know for a fact that if Apple basically were able to get the equivalent of Sunday Ticket and bundled it with the television, I am 99% more likely to buy that television. Absolutely 100%. Why else are you going to buy a $10,000 TV that Apple launches? You' be out of your mind. This would be a $3,000 TV probably $4,000. Why when you can buy a $999 Viso that does the same thing? Well, it has to be because there's other things that are packaged with it.
Tim Cook is where is he he's in New York having dinner with Carl Icon talking about trying to give back $150 billion and you know instead Larry and Sergey are probably at the Google XL lab trying to figure out how to float more satellites into orbit. That's the difference. Who's going to win? Google.
the way of the mobile phone industry is going to go the way of the PC. And, you know, you're going to stand and be a martyr for high margin. And then you're going to be marginalized into a bunch of hipsters and a bunch of people that don't represent the majority of the world using your products and thinking that you're winning when you're actually not.
Apple's the most unimpressive unimaginative group of people that I've ever I mean like it is just so depressing what's going down in one infinite loop. One infinite loop is like an infinite loop of just like naval gazing. So, not a fan of the iOS 7 refresh. Who cares? Who cares? It's 2013. We're beyond it. Give us something new.
if we dematerialize the phone then the software and services layers in the cloud and we can do updates more quickly and wouldn't that be a great way to leverage into all kinds of other business models that give us sustainability when the hardware itself SS commodity
Apple adding M7 to the iPhone 5S ... that shows us the ... core functionality there is now going to be built into phones so there's got to be another use case here
I think there's a very good chance it'll be 2014 over 50% depending I would say over 50% yeah majority chance uh they they're they're hiring very aggressively in that space
they are the category definer right um they're they're always uh interesting plays in each of these new form factors uh Apple launches their product and then the category becomes defined those are the Baseline expectations for those products and that's what people look for uh in that in that form factor
Apple Ryan is not going to allow you to hack the heck out of their watch
we learned all of these lessons with impulse our first watch that we came out with at the end of 2010 at the beginning of 2011 um had a color screen it was beautiful it had like this nice screen and you can it was full color and everything but you couldn't leave the screen on you couldn't keep it on your wrist for more than 24 hours and that was yeah that was that just did not work for us
Samsung like uh less than one day and it doesn't actually persist the screen does not persist so you have to turn it on
Pebble you know they've got something they've got a vision
Samsung is the the Gear Watch I think is effectively a non-starter right it's just it's not going to work price too high battery too low doesn't really do anything doesn't really interface anything it's just a piece of junk right they're just trying to get to Market before Apple so they could say that they got to Market before Apple
the battery life on a pebble is 5 to seven days well connected by Bluetooth
it has something called a memory LCD that's an LCD a standard LCD but it has one bit of memory behind each pixel so that means that the state of the display can be maintained with an extremely small amount of power
it was just over 10 million so how many watches is that that equated to 85,000 watches that we've shipped
we basically you know went back to the drawing board in the middle of 2011 put put together the design for Pebble around the idea of an operating system that could allow third party developers to write applications that run in extremely uh Power you know conservative manner on the wrist
the key is allowing developers to be able to hack and build on top of the platform
so Pebble connects by Bluetooth to your phone it brings you instant email SMS caller ID sort of short small bits of information it vibrates so you can instantly feel when you get a new notification
I'm old enough to remember the Apple 2 days when you could mix and match your monitor and keyboard and storage device and you had expansion slots and this is kind of a throwback to that in a very good way
I think it's kind of cool because after all these years of people trying to compete with apple and the iPhone by basically copying and doing kind of a similar thing of the Apple close system someone's trying to actually turn it inside out
the big idea this year is we're going to come out with the 5C which is $100 cheaper than the 5S and it's got multiple colors and like that's the big idea
they don't want to try to do any sort of big moonshots or 10x it's all incremental
they don't buy companies generally speaking it's more a little obscure things
Apple the most they can think of doing with their money is giving it back in a dividend doing a share buyback
you have companies like Microsoft and Apple which are managing existing product lines um as they're you know declining
Google's going to win an extraordinary amount it's going to be the largest most powerful company in the world much bigger than Apple much bigger than Microsoft
I feel that the thin finish has to be there on the Apple Apple side it just really does
knowing that gaming on the iPhone was going to be huge
Is Apple like a really frustrating company as a venture capitalist because they they just don't buy a lot of companies and there's so many that would be so good as part of Apple. They're so not I love Apple. I think they No, I know that. as a VC? No, I I don't want our companies to be bought ever. I would much rather they don't get bought.
Amazon right now is building you know hardware and Digital Services to compete with you know Google and apple two far better capitalized more powerful frankly companies
Google buying Nest is a huge win for Google and a huge mistake for Tim Cook to Let It Go no I don't think so uh why so the ladder might be true it might be that Apple should have bought Nest but they don't need to buy Nest
they don't have Steve Jobs to push and prod and be unreasonable
Tim really knows how to do a really high quality product Johnny IV really knows how to design it to make it look really cool and so they know how to make the product they don't have to invent it
there's some really hairy things to do getting a screen like that that can be manufactured because they have to sell a television for less than $2,000
they don't want to rush into it they want to get it right
the only company that can figure out how to do that is Apple
the TV will be a computer with the TV as an app
the only way that Apple can be valuable more valuable going forward is to create another product
Apple's got three product lines... Mac, iPhone, iPad... those three big multi-billion dollar product lines that produce a lot of business and that make them a valuable company
there was this period of time where Steve wasn't there and they couldn't do it
we all worry maybe Tim Cook and Johnny Ive can't pull off what Steve did
by the time they were on their fourth CEO after jobs left it was clear there was no direction in the company no sense of product
Apple really screwed itself and really destroyed itself
people started buying Apple twos in order to get vizal because it wasn't available on CPM
I I think it's it's the perfect kind of conclusion to a product that is probably you know we're not going to be using a lot but we use a lot of desktop machines because we need the power um um you know for a lot of the high-end software that we use and that's going to be a really really beautiful you know product a beautiful object um but you know imagine if they had launched that you know 10 years ago the excitement that it would have generated I think I think it's um it's a smaller product cat
I think there is a lot of impatience right now for what is next right they're they've they've just passed the three-year cycle of you know a new product that's significantly that we want you know a new product that's going to change the world um and so no pressure no you know that that is maybe an undue expectation for anyone um for any company but that's what people are expecting so that's something that they have to deal with now
I think Apple has an incredible internal culture and dedication to the craft of making products that people that people want and so I think you know Steve's biggest achievement is actually to have created the whole of Apple to have you know to have had into to have some of the most incredible Engineers some of the most incredible designers some of the most incredible teams really to kind of put these products out there so the to me the culture is intact
whether you have an internal team let's say like Apple or a team made of people you work with for a lifetime you know great Partners what really sort of makes you know these two companies exceptional is their commitment to design their commitment to being um the best possible resource to creating you know breakthrough breakthrough products breakthrough inventions
it won't be a iPhone phenomenon where there's one for everybody and that will slow adoption you think it was slow adoption it will take more time than people maybe anticipate you know some people will want you know uh an Apple or Samsung watch but I don't think it will be as general or as as um you know as um you know uh common as far as everybody wearing or using the same thing as these other products
I think they made something like 500 of those things right uh so all they had to do is like find 500 people to buy these computers and they launched apple
in apple like the W was was like he was not a super forceful person but he did not let Steve Jobs change anything about the apple one computer like there was one thing he wanted to change I think like fewer expansion slots and was said no right that's it like Steve knew Steve Jobs knew where the limits were so Steve so like but was didn't give a damn about the business stuff so Steve Jobs was off selling the thing and was built it and they were each masters of their own domain
they do a lot of acquisitions, but they do it in a sense of integrating and creating new products. So they're buying glass companies, they're buying chip companies, which I think is smart.
You know, is it the 1980s Apple where they're kicking out jobs or is it, you know, coming back to some great products? Is their next product Lisa? Anybody ever heard of Lisa? Yeah. Anybody not heard of Lisa? Let me know. Seriously, anybody not heard of Lisa? Yeah, that's uh there's a couple dozen, you know? I mean, Apple 3, you know, is their next product, the Apple 3? Newton. Newton, right? It's just cube. Cube. Yeah. All that matters is what comes next for Apple.
That's financial engineering, right? The stock prices don't matter, right? When it comes to tech, you know, if you're running the company, yes, it matters, right? But in terms of just what's the best for your customers, what's the best for the company, you know, I take more of the Bezos approach where just do the right thing. And whatever Apple has with their cash, it doesn't matter. It's all about their next products.
Obviously, they don't have Da Vinci anymore. He's left the building sadly.
as opposed to like waiting for Apple to give you like with Cortana one of the things you can do is if you go through and you say I'm looking for Netflix films or whatever or I think Netflix it's like uh that the popcorn film place or whatever I can't Metacritic or Rotten Tomatoes or it's something like that it's like a Fandango it launches the app and and Facebook the same way it will launch the Facebook app
Yelp is connected with Siri is it yeah oh because I I but it doesn't launch the app right it does like a Google search
the reason Siri sucks and nobody uses it is because they're not letting the other app developers into Siri to do the hard work for them
I don't use Siri anymore I was it's the reason I got my fors when I uh when I got it I was obsessed with it for an entire day and then got got got too frustrated with it actually kind of not really working
I suspect it it's closed because it's apple and apple like to do things very carefully and only let stuff work the way that they want to do it and possibly only let things work the way they wanted to do it if there's a good business Revenue model behind it as well
if and if Apple were smart what they would do is they would roll out series search right so you would go to Safari you would do a search and your search results would come back from Siri where they would do the the primary stuff that they do already and if you didn't get the answers then you would get your answers that would come back from siries orch powered by Bing or whatever um but the danger is that if it stumbles I think people will react to that much more badly than they would if Google s
there would be no way for Apple to ditch Google search
certainly apple is in has gotten out of of the invented here mentality and is is is spending its cash more freely these days
it's sort of like they're the apple of the video cameras there's so many cheaper options that will come out over time
I think they're taking lessons from Apple and Google especially Apple which is you build great and amazing Hardware but it's not enough anymore you have to build decent software or software platform for people to build on top of because software is the other half of the equation now you can't just live on Hardware because eventually uh some like eventually the harbor gets commoditized
I think Tim Cooks and the and the team over there have some surprises for us later this year in that regard with their own little wearable
last year I remember Tim Cook did the the keynote at um d11 um the interview and um he said something that actually stuck with me um um because he was getting badgered um about um when's the TV coming out when's the watch coming out when's the next device and it's he says look he says look it it may be out of favor but Apple happens to believe that consumers do like to be surprised sometimes
most of the apps and products posted on product hunt and most things that launch are still on ios first
i mean yesterday's google i was very developer focused it wasn't quite as exciting i think as apple's just because it wasn't really focused on the consumer sexy stuff
i'm particularly interested in how do you now you can finally interact with push notifications like it's kind of absurd it's absurd that i have to look at my phone open up an app unlock my phone to then just reply to a text message like i should be able to do that without yeah yeah
swift blew people's mind i think i mean on product hunt explain what swift is yeah so swift is new programming language um you know i i won't go into details because i'm not engineer on the specifics of it but it's it's just how do you if you just think about it this way how can you make it easier to build things and if you can make it 10 easier to learn how to code or to build a new app that's like a huge huge remarkable like shift in transformation in the startup world
i think what they should do is just let you pay a fee to skip the line to skip the line like literally just let people pay a hundred bucks to skip the line
i mean obviously apple's up there for hardware but yeah yeah after apple yeah
But they also put the spotlight search instead of, spotlight search is a little magnifying glass in the top right of your desktop for Apple users where you can click it and then search for apps and stuff like that. They put that into the background of your desktop. And when you search for a Wikipedia page or something that has a Wikipedia page, it shows that first in the dropdown. And then it lets you hit enter to go. And so if you search for the New York Knicks, it's going to give you the Knick
No, you heard it here first. Absolutely 100% certainty that DuckDuckGo is getting bought by Apple, period.
And now they supported DuckDuckGo, the independent, as an option, which signals to me DuckDuckGo is going to get bought by Google at some point. I'm sorry, by Apple.
I think certainly if you've looked at what they've done over the last few years, they seem to be insourcing strategic components like Maps, which they took away from Google. So if they were going to lean more heavily into their own search engine rather than having their search powered by a competitor, that would be a decision that would make a lot of sense. That's certainly something I would do.
Topsy got bought by Apple. And as far as we can tell, Apple seems to be using it mostly for their engine around essentially indexing unstructured data. So it's likely that we surmise that it's probably going to be used for either making search better in iTunes or potentially making Siri more effective.
I think there will be plenty of room for for not only startups but for other companies to continue to either be deeper in certain areas that any than any broad player whether it be Samsung or Apple or whatever
I just I I I just believe that that's what they'll do because I have any terrible Insight I just think if you look at the kinds of devices they have built previously and the operating systems that run them they're going to build a device that leverages the huge assets they've already created
that's why Google and apple got in troubles cuz Steve Jobs you know may he rest in peace who's a genius and and he contributed a lot to society but this is where one area where he did something with I think was incredibly loome which is he said you I can make a limited money but the developers who work for me we're going to agree not to get into bidding wars over them and poach from each other
I don't think people are going to change platforms
that's ridiculous going do that in mass in any number that's crazy
this is going to backfire it's good if anything it's going to push people off of the uh main uh the Apple App Store and instead uh let's have an HTML 5 app let's have something I can just download and apple can't control in the same way right
Apple does have an API in other words Apple device is phone home and they connect to a URL on iPhone services. apple.com uh and they have a a blacklisted it's a Json file there's a category called blacklisted apps and it hasn't been updated I'm looking at it now since 2011
I have been walking around um walking and driving around San Francisco now and I get car sick and I have been dictating texts and dictating portions of emails that I'm going to write into evernote through sir right that's right right and I've been sometimes I'll just ramble off an MP3 file to Evernote of something I'm thinking about you know like science fiction kind of stuff like oh my God here's what I think is good a choice it's almost there isn't it no I I think it is there
I think it's you know I think you're there what do you think watch independent uh Computing computer on your wrist you're able to when what year will you be able Eric to go away on an overnight business trip with only the watch what year oh that's we like to make predictions on the show we like to put people put the screws to people it's 2014 Eric I I think it's got to be so I can do my job like I could write a story on my phone is that sort of yeah you could you could file you're going overnigh
if it becomes independent of the phone right which it can't do yet because the 4G chipset is not small enough and drain so much power that it would drain the the the battery in 2 hours but when they get that right that's the watch is a choice
when this watch becomes a competitor to the phone it could be disruptive to the phone in the way the phone the iPhone smartphone was disruptive to uh actual computers like desktop computers are not necessary when you have a phone there
I definitely think the watch is more important than the iPad announcement I mean I think you do yeah yeah because I mean we why we had big screen we had computers we had we had the phone we understood sort of how the interface worked this was bigger yeah I don't think it was that I don't think the iPad was revolutionary
I don't think they would do an espresso machine but a a car F I mean I wouldn't put it out out of their realm again they've had a hard enough time doing a television but eventually I think we see that
I think now we're seeing like apple is now like it's a fashion company it's it's or it's more than a technology company which makes some people uncomfortable um but I think it's also you're referring in a way to the Beats By Dre acquisition which means hey we're going to be accessories yeah we're going to do we're a lot more than just max now
yeah I mean I think the the heartbeat stuff the smiley face I think people will like that I mean people laughed at sort of Snapchat in the beginning but at the end of the day people want sort of simple ways to communicate I agree I'm sort of skeptical about the crown I mean first of all they didn't really let reporters sort of play with the watch to the same degree they like people play with the phone and it does seem like it's not sort of totally there they're being sort of iffy on the battery
I think that's going to change most people's lives more than they're going to look back and say oh man I used to use a plastic credit card now I just use my phone that was such a big hassle
I mean just every time they do Services they seem to hit the wall however iCloud seems to be a little bit better which is effectively mobble me to so they've they learned and they iterated
if if it's executed well Apple pay might actually be the one that we look back on 5 years from now
we're going to talk about Apple's huge home run this week iPhone 6 iPhone 6 plus the watch and NFC payments huge week for them
Well, that's a dangerous zone to be in as a product. It's on the bubble.
one concern I have is that a lot of the health monitoring features are really turned on when you're in workouts and not persistently. And I think that to me, the idea of wearing one of these things is in part to get this persistent data that's always on. And because of battery life and a million other things, you know, they're not doing it. That's the biggest problem for sure.
I don't think it's going to be anywhere near the demand of say like the iPads when they first came out.
It's time to deprecate that I think because until they say, hey, iTunes downloads, you know, you can still do it but here's the new model. All they're doing is growing these competitors
I mean it's all going to go towards all the stuff that they want to do with Beats. Yeah. They gave up on it. I mean that's – I think –
Software like you could look at just iTunes. iTunes is a mess. That's why you Spotify. But they're – They've given up on iTunes. They're not even trying anymore.
If they don't get this right, aren't they going to be looked at as like just like Android, just like Windows? I mean, their differentiator was it didn't break and it was easy. It's still easy, but it's breaking.
I've heard increasingly from people inside the company that they don't think that's the best formula for launching software quickly and effectively because it's still going through that and still going through, you know, Kim Barath does QA and has forever in her team there. And so I think you've got to be wondering when stuff like this happens. … I think Apple has to rethink some of this stuff in terms of their launching.
it was pretty clear that there was a line in the sand that Steve would not accept. And do you think, Ben, that that line in the sand is just not as strong anymore without his presence?
I do think it's interesting and in Britain about, you know, Apple is trying to do more now, right? Which, I mean, they're launching multiple products at a time. They're launching, you know, these big services like payments along with incremental updates to these products. And, you know, I think you do have to wonder if their systems around aggregating everything and trying to bundle it into the same release is backfiring a little bit. Because, you know, clearly it's all going through the same QA
I think one of the tricky challenges that Apple's had with adopting is all the best software designers and engineers and companies that can reimagine their whole workflow for the iPad. They just spent all the resources on their phone, and they just did that. And so it's really hard to do that. This is a bigger canvas, you know, so it's just going to take some time, but it's definitely going to happen.
it's going to flip around quite a bit. I mean, not that it's, people are going to say it's not a great consumption device. It's just going to be the best creation device because it has a bigger screen.
I'm still very bullish on the iPad being a huge device. I just think it, some of it is going to be generational.
I think what we've learned both at Apple and then what I've learned with Storehouse is, you know, there, it's, it's definitely not going to replace the phone or the PC as this carryout, but it's really great at special purpose operations.
the fact is people don't use iPads that much. It's very low on a percentage basis. I know because all the different companies I've invested in, they go make some great iPad app and it's 2% of their traffic.
iAds, yeah, that didn't work.
All right. And we're going to make it just by charging you a little extra. Right.
Yes. Tim Cook, did you just make a point about that? Like, we don't want to be Google and be invading your privacy and we want your phone to be safe. It's almost like he was saying like an Android phone means they're going to make their money through, you know, creepy ads, you know, based on whatever sickness you have.
I think, you know, I'm not sure of how much they're still pushing that. I think, you know, I still see it every once in a while, but, you know, they, and then it's just not the way they make money. They're very conscious about privacy, about other, you know, advertising and just a lot of the ways that companies in the space end up monetizing is not something that helps their bottom line.
I think one of them goes back to what I was talking about earlier, which is this is not a space that they can clearly own all the technology, control it, and continue to win and be 10x better at like every generation.
So, you know, what I knew about Apple is they wouldn't get into the user-generated content side of things.
it will not, there's no chance it's terrible.
They're not going in lightly. They're going to keep at it. They're going to bang and bang and bang until they get it right.
the interesting thing about Apple and the reason that they've gotten so much, you know, such a great response to a device that hasn't shipped yet when, and the first iteration might not be that great, but it comes back to focus again. ... apple doesn't choose to just throw products against the wall and see what sticks. And because they, they put so much effort into this first generation of the watch, you know, that the second generation is going to be that much better in the third generation bec
if you're looking at the numbers, they're doing better than ever. ... they sold 10 million phones, 4 million of them sight unseen ... That's amazing. ... I think they're definitely not down. I would say they're either up or to the side. ... the iPhone 6 and the watch are both spectacular.
Apple doesn't enter a market unless they think that they can own that market and then they can own the core technologies in that so that they can continue building an entire business around. ... they can fit all of their products on a single table.
apple is coming out saying we are going to be the Privacy company Google is going to be the advertising company they've drawn that Line in the Sand
so you will you will we should definitely expect that
it uses the same uh the same standard of communication that happens when you use the BART system the transportation system here in San Francisco so they in with a switch of a button they can they can enable that uh to replace your Clipper card that we use here uh in a heartbeat
I have to bring up a story that I wrote this this week because if if we're thinking about replacing credit cards or debit cards um why not replace all the other cards that we have um and so there's there's definitely been a lot of discussion about using the same Apple pay technology to get inside a secured building for instance and what's interesting is that when when we think about the watch that's going to come out it's actually going to be uh a lot easier to just touch the watch up against an
it's in Passbook which is probably a mistake that I would imagine they'll correct
that little Crown I just thought the crown was kind of Clowny
does removing that final curation level right because this is what we're getting to and I agree listen the watch looks spectacular but would the watch be different had Steve been there and if so how different
I think it's top down in terms of decision making but I think it's bottom up in terms of how are we coming up with these products
I give him an a only because I think there was so much possibility for this thing to collapse on itself because it really was being held up by Steve Jobs driving the product vision driving people so hard
I'll give him you know B B+
employee approval of Tim Cook is very high there's also been grumbling about the way that product is made post Steve and that it's become a lot more corporate and that it's not as designed first and uh there's meetings and meetings about meetings and it's just a lot harder to get um great work done right Apple used to be the company that privileged great work before all else and it seems like that might from what I'm seeing and hearing out there that might be starting to go away
it's amazing what a brand with the influence that Apple has can do in getting into new categories and the amount of influence they can have globally and I think that that even though they're not doing anything radically new or different with something like Apple pay they are positioning it very well in the early in the early days and they have done a very good job of messaging yeah and a ton of Partnerships that were incredible
I think that uh it was very interesting to find out about some of the product challenges that they've had with the watch um where it has taken them a lot longer than they expected to get it out there
I also just think he's he's really become I'm giving him an A+ as like sort of post jobs keeping the company on track
I think it's interesting I think it's I think Apple has 500 million subscribers right if they turn on a pay model what's it going to do it's going to create economics that were much like the 90s
if you look at how slowly they they do do that it's a very slow process so they'll say hey we're going to do this health kit thing right but um you can still have your app the health kit thing is going to be very basic it's going to come out in 2 years
Apple does that too right you no Apple's magnanimous I think it's the opposite if you look at apple apple does not say what are the top 50 apps in the App Store let's recreate them put ours on top of those and move them down the list
I could do as good a job or better than Marissa or Tim
Apple has a great track record to their credit of bringing things out that will support things farther in the future than you and I can imagine without sort of being in the mind of the the architects.
That's my belief. TV will be for Christmas next year. Yep. They launch it in the summer when they do the iPhone 6 refresh or something like that around that time period. They launch it in time to get it to you for Christmas. And it's a 5K Retina TV. So, they just leapfrog the 4Ks and say eff it. Could be Here's a Here's a and it's got a serious processor in it that can play games and an App Store. think that give that a coin toss of a chance of happening and probably, you know, it'll be a 64-bit
I buy this app MacBook Pro Mhm. Mac Pro, right? Not Mac Pro, Mac Pro. Mac Pro and it's like it can support four 4K monitors, which we don't make. Mhm. And I'm like, okay, that's ridiculous. I had to buy an Asus or whatever monitor. Not hating on Asus, but I would like to have two cinema displays that would do 4K. Right. Then Apple does this mind-boggling thing, they release a Retina display iMac that's 5,000 pixels. Mhm. And I'm like, well, why did I just spend $3,000 on the Mac Pro with no moni
I've been shocked about is how bad Apple TV is at mirroring. Like, we put it in conference rooms and then it's constantly lagging and so then I was just like, you know what? I'm just going to run ethernet cables in this $50 dongle and literally when people come into the studio or any or my house or anywhere, we just plug in and it is crystal clear perfect, but wow, that could be incredible if they had a hockey puck that had the processing power.
there's no doubt in my mind that if you are an Apple or a Google or Microsoft or or Amazon and you want to be the first trillion-dollar market cap company the world's ever seen. Right, which they will be. Probably Apple will be at the rate they're going.
They're clearly going to launch a television set. I mean, what do you think the odds are? 50/50? I think it's I think 50/50 that they launch new hardware that changes the game.
I think that that kind of thinking and Apple hasn't revealed this yet but ultimately I would give them and their $600 market cap and $100 of cash, you know, a lot of opportunity to chase payments aggressively which they're they're doing and also chase what is the what's the disruptive experience in the living room?
And Apple blocks Amazon on the Apple TV. Right. Which is so ridiculous because it's like I'm an Amazon Prime user and an Apple user and you're blocking them because they have a marketplace.
I think it's going to take 10 years to play out, but I give people like Apple and Google probably a lot of credibility given their size alone to muscle their way in there in an innovative way potentially that thinks about growth rather than taking share from current players.
I'm very bullish on that. But you know, even for the deck, we had the same problem. The the memory price like we only have 1 GB is 10 to I think right now 15% of the price of the deck. That's crazy. There's like 15 motors in that should should be the >> like memory price problem. Um but yeah, we're very bullish on on local AI. I I run some some like here when I when I take the plane now it's part of my it's part of my uh it's part of my workflow. Um I think what we discovered is there is a lot o
And it's it's sold out. You have tens of thousands of these on order, hundreds of thousands. What's the latest? >> Uh, so the latest I think is is a little bit over 16,000.
I think that's um really underdone. Sometimes people, you know, spend money on marketing. Sometimes they try to kickstart a community, but this one seems to have market pull. People are opting into the community. It's got that market pull in a very strong way.
the fraud rate on Apple pay is astronomically low U it's almost not even trackable uh Apple pay works really really well from that perspective which is great to see good leading indicator
because Apple sort of has us on uh on assistance whenever we need um we'll help Apple out with stories like they had the story about the number of jobs that were created
Apple will you know wants to promote really good apps you if you talk to the people at Apple they say that there are just not there are a lot of apps there's very few really good apps
you can't how well how could somebody how could such a smart group of people who are so good at design do software so bad
this is what I don't love about Apple like it's a lot of this stuff is crap like how do you put out a calendar app that is that ugly in 2015 like you look at the calendar app
they didn't buy Dropbox they should have bought Dropbox they tried Steve Jobs personally called Drew and tried I would have been great it would have been great can you imagine if mobile me and iCloud was just Dropbox it'd be amazing they would it's one of those things I wish that would have happened it would have taken four years of pain out of the Apple ecosystem it's still bad icloud's still bad I still can't figure out iCloud where is it how do I get my files and then you go in there
I'm bearish on the watch not not on their watch I'm Bears on watches because I don't wear one so this may be my own bias getting to me I don't want to wear one uh and a lot of people I talk to want their watch to be a fashion item they want it to be jewelry they want it to be beautiful um and I I don't see a lot of people who want to in my world that want to wear an Apple Watch
they're going to make a great watch they're going to make a great car they're going to make a great television they make great stuff so you just anticipate those things come out and they hit home runs
betting against apple is just a recipe to lose money
I've never loved Apple that's not a secret um I don't like hardware-based businesses I don't like their desire to control the user experience and tightly couple Hardware to software and not open up apis and and you know set terms that really aren't friendly to developers uh in many cases and end users in many cases um but they just they just do everything so well that you know they keep winning
you do have apple you know basically building their whole product line designed for privacy
We launched our product weeks before the Apple Watch came out. A lot of people said, like you like you said, um why why wouldn't you just wait to see? But no, people people voted with their dollars.
Apple's not going to they can't just destroy Pebble.
So, you're going to be half the price of the Apple Watch.
I can't imagine him doing that on any other platform out there. Yeah. You'd have to get approved and then it would kick off all kinds of like
Apple has invested a ton in building a brand around the retina... I wouldn't see them changing and shifting to incorporate something that's as different as eaper.
it was not logical to make a $17,000 watch where the inards cannot change if the inards drive the apps... that's why I don't think that thing's going to sell.
there's only one company in the world that can put on a show like Apple
there wasn't a particular vision that they put forward that said this is why this product exists
they've chosen to use smartphone class components inside their watch um which drives which leads led to probably this delay they said of the battery is just draining instantly people were saying two or three hours of well I think we should probably hold off on well now it's better I think but it was the big you I can say it. You don't have to, but it was a big significant concern. And the thing's not going to last more than a day. It's going to last hours.
Apple builds great products. You cannot you cannot fault them for their uh quality and for their craftsmanship
Apple is like the most formidable competitor for any company in the world. They are the largest company in the world, I believe. They're literally the largest company in the world.
this campaign I'm a Mac I'm a PC this this did it really really well because they presented like uh you know they presented the PC as being Aller uh as being like old outdated crop slow riddled with malware all the stuff that was pushing people away from the PC they presented the Mac as being young and hip and cool and beautiful and all this sort of stuff and then they did other things they told you things like guess what Microsoft Office Works in the Mac so that that's their attacking the habit
I do think they want you pay them a hundred bucks a year and get your cable service I mean that's what they're out there trying to line up the deals to do so you pay Apple to get Comcast cable package yeah well it's not coming from Comcast they tried to do that and Comcast said no so now they're going out and they're going to pay go indidual channels yes they're paying Fox I mean they're talking about paying sub
Apple's going to just show you ESPN's logo yeah and get you in and get you in and say authenticate and when you know what's going to happen when you walk up with this you're going to walk up you're going to tap it on your screen I have my iPhone in my hand or something to that effect because have this new technology where you get close to it it connects you're going to connect your entire iTunes library is now going to be connected
so that's going to come out they're going to come out with an ultra wide screen monitor because people are going crazy for it that Ultra wide screen is going to be so big that you'll either put it on your computer it'll be curved probably or you can put it on the wall and it will be no margin on it except they will then have your living room and this has a huge margin and this is the remote control for it so you can't have the TV without this if they don't do it then Samsung does
they had to come out with that thing because they were losing the video editing Market but they're going to come out with a new Apple Cinema display it's coming
I think it's GNA be I don't think it's clear so the latest news outright is that Apple's instead of they're going to go license the live streaming content for a couple months now I've been talking to programmers of getting the fox feed getting the ESPN feed and and just acting like a cable company paying a sub fee like everyone else does coming up with their lineup and I think um Peter koffka wrote today that they also want local television in that I mean that is pretty ambitious and there's a l
I think it's coming and I had said in 2008 that the t a physical TV was coming... obviously definitely been in the works yeah so I was right in 2008 I was ahead of everybody because in Walter isix obviously confirmed it so now the question is does it come out or not
they've got a good box
it hasn't made much sense for them to do a TV for a long time I mean it's it's it's kind of a senseless piece of Hardware that I mean speaking you know there is nothing more commoditized in technology than televisions um and there are plenty of people that do great TVs that sell them at incredibly low margin so why would Apple want to be in that game
I think there's a higher level point to make about both IO and WWDC, which is it's about pulling people away from the web and pulling people away from the list of 10 blue links. And is this this is like a huge um this is the Achilles heel of Google. I mean, if you look at what happened at WWDC, they had that big FU to Google slide, as I called it, which was we're not storing any of your data ever. We're using all the local information on your phone to give you stuff.
people look at, you know, Apple and Apple Music and say, 'Well, duh. We've got Google and we've got Spotify.' It's like, well, no, that's still more work to be done. That's just your starting point.
So, there's a couple of things to unpick here. First of all, I think you have to look at news and music together. Okay. Because that's the first I'm hearing that's well, it's a simple it's a similar because both of what both of them both of them are saying. Look, here is this database of a million things you could read, which is Google, or a million things you could listen to, which is any generic commodity streaming library, Spotify or Google Music, or, you know, iTunes. If you had just added s
it's amazing the resurgent of NPR and the and the public radio stations thanks to like Apple's podcasting app
when I'm wearing the watch I it feels very passive to me you get the notifications you look but I can get the notifications on any watch now right and it's nice to get the notification but the way you have to scroll like it gives a you know dismiss or one choice it's not robust enough right
I don't really use the Apple watch it leave it at home now I found it not very compelling I have to say I'm really disappointed in it I love my Fitbit and I love my basis watch because it has a very good app but the Apple watch to me it doesn't have a killer app yet right
oh no I will see it will think really not yet
so they're gesture functionally that they have in the watch is it doesn't necessarily do a lot of utility stuff it's more like you draw something cute and send it to your friends
give me two people from apple now don't they with the watch because the watch isn't supporting etch yet but we'll assume it well don't they have their own gestures and stuff that they want to do and you kind of came out with yours first didn't you
Once we can develop for Apple watch it'll be on there and it'll be extremely powerful
Apple watch API doesn't support what we want to do yet
you can change keyboards now on the iphone yes this is a feature they launched what a year ago uh yeah it shipped with iOS 8
I think this could actually make the apple watch super functional and a must buy
it seems like apple is taking the long Revenge game
it is a little bit of a screw you to Google
doesn't affect Apple at all none of its Revenue comes to the advertising
in the last month or two uh Google has required all new apps uh entering the App Store to be rated for all the very similar to iOS this maturity uh uh whether it's violent content and so on so they're converging in that way
I think they should have an expedited review process where if you pay 50 bucks they'll it that same day so you can jump the line it makes a lot of sense
the human reviews are incredibly inconsistent at Apple that's really the challenge some things just get right through and then other things they're like yeah you know you um you don't have at one point one of my companies had an issue where they're like you don't have the rights to like whatever and we're like yeah we're that's an inapp web browser like we we're not claiming that we're the New York Times you can link to anything like we have adult content it's like we don't have adult content it
it takes about 10 days um but then you know what happens is something magical happens if you get like a good star rating and it's been a little bit of time and maybe you've been featured I think based on my portfolio companies that they start to know like oh we know who this company is we know who Uber is or Thumbtack or whatever and they kind of go a little bit faster but they don't say they do that but my portfolio companies report they do that
we submitted to the Apple Store last week uh so uh it's like a 10day review process we'll see how long Apple takes to give us a thumbs up
People want Drop Cam has proven that people want this simple.
we get to have the similar product sit on the shelf next to their product.
it's the underpinning now of the Apple operating system right it's Unix so exactly quite ironic
we did work my company open systems on the Lisa ... there was a group within Apple who thought the Lisa could compete with the Unix boxes ... they approached us this Splinter Group in apple to put Unix on that machine
the interesting thing about Bill was that the question you asked before um he was an amazing he still is an amazing strategic thinker yet every detail of that company of Microsoft was is at his grasp right you
at that time there was no company that had reached $100 million in Revenue in the software area MSA a Mainframe software company in Atlanta was about to reach 100 million and Bill said to me an we're going to go public at Microsoft off of 75 million in revenues and I can see my way to 500 million in revenues but I can't see any further and I I said all right show me the way to 500 million because no one is even thinking about 500 million
it was interesting to see apple get ashamed by that because there was they were at some point I guess they were paying the Apple Stores became the most profitable real estate per square footage and they were like way down like a number 100 or something in terms of how much they were playing the instore employees it was quite embarrassing for them but they they cor to Tim Cook's credit he does seem to be very cognizant of this kind of issue
yeah Apple store employees can't afford an Apple Watch
I don't get why people are down on the stock when they just print money I mean there never been a franchise like this in the history of Technology where somebody could just print I mean I'm trying to think office would be the last one where somebody could just print tens of you know millions of dollars a day in money
the video is amazing too 4K video so they're basically catching up to Samsung I guess and even the Lumia phones
the double touch is confusing everyone was saying that on the way out that they their fingers don't quite get it so I bet it takes a little bit of time to figure this out
my understanding is Facebook and Instagram are going to be supporting this
we ended up finding out there is one very cool feature called live ... you take a photo if you hit the live button then when you show the photo again if you hold your thumb down on it it plays a little looped video
I was shocked and this was the angle of our story at how many people basically said they were going in just for the color
I mean I'm loving the camera I have to say that is the biggest thing
I don't think ad blocking is nearly as sexy as say like free music on Napster so I'm not convinced that the wider audience is going to become aware that this is something they could tap into and even if it is if you think of all the steps they have to go through just to not see ads it's like okay we have to download an ad block or we have to enable it I think about people like my dad and like they haven't even upgraded to the latest IOS from like a year ago because they don't have enough room on
I feel like if that was the case in some ways Apple would Auto enable ad blocking right and then they would just have you oped out if they really wanted to go after Google I think that would be the way to do it to me it seems like of course it might hurt Google and that's almost like a nice side effect for Apple but really Apple's always been focused on the best possible product the best possible design
here's what I'll say in the first month it was out four out of five people three out of five people at any dinner party or cocktails had it and now one out of five so this is like does Travis from Uber wear one does Reed Hastings wear one does like who of the like you know techno Cook's always wearing one it's shocking I I had brunch with Travis on Sunday he I don't think he was wearing one yeah so that's that's the thing so mus doesn't wear one we we were at Sun Valley and I don't wear one my c
it is interesting how they have so many problems there and then now if you look at Android it's like you you're being an app developer on Android you get you make less money depend depends on what kind of business you're in okay but you make less money per user for sure and but you can go into places where Apple isn't even a available so true there's a huge plus side to that but then the cost of testing so like you can build an you can build an Android app for literally half as much as an IOS ap
Android's a really big deal 80% of the market ... obviously not the highest end users not the most valuable users which which Apple seems to have a pretty good lock on at least in the United States and a few other Western countries
in the future every single Watch will be smart and every single thing that you wear on your body will begin to get a little bit smarter
the thing I that's most disappointing to me about the Apple watch right now and the reason I don't really wear it is I I found I got too many notifications so a lot of notifications on your smartphone not a big deal you have a big screen but a lot of them on your wrist it's way too much and I haven't figured out how to manage that or mitigate against a flood of them
there are a handful of apps that I do really uh enjoy on the Apple watch um I mean for example something like dark sky for weather um and being able to get uh a notification around when there's going to be rain or something like that is actually pretty useful
I think that the the I I think to Eric's point that being able to integrate a flow of notifications into your wrist you know to be able to quickly glance get the information you need be able to make a decision whether you need to take action or not rather than having to pull out the phone interrupt more fully interrupt what you're doing um I think to me that is actually tremendously valuable
I think I've been pretty vocal about my uh frustrations with the Apple watch which I think a lot of people share which is um it's fine for notifications um even with watch OS 2.0 the apps tend to not work especially well so there's sort of a a frustration with the limitations of of uh the watch
I think Apple and Google have explained their stories pretty openly apple is making a luxury High fashion high polish watch that's um positioned kind of in the 3 I mean it starts at 350 bucks so it's it's it's an expensive watch to begin with I think they've described a future that has a lot of the elements of the smartphone re kind of reimagined or manifested on the watch on the wrist I think our attitude is fairly it's fairly different we're saying that you know your phone is great I I I love
we just announced rais $125 million uh from a group of investors at a $1.3 billion valuation
this is the second most successful in my 150 Angel Investments Uber of course is number one Thumbtack also a unicorn
it's rigged for the platform owner completely
I think every platform that's designed going forward will be designed the way Apple did theirs
apple held all the cards with the with the way they designed the platform
Apple wants polished stuff you can hold up in a keynote
the App Store came out Apple could just set the rankings to whatever they wanted so it was sort of up to their whim
they're getting a Apple phone that's 16 gigs which becomes a feature phone after 3 to 6 months
my biggest criticism of iPhone 6 is it's so slippery everybody drops their phone constantly in the iPhone 5 nobody dropped their phone because it had a flat bezel right
I think similar the way Apple I think Apple's kind of stuck you know there's there's nothing really fresh going on there even when I saw the Apple watch I was like okay it's well executed don't get me wrong but doesn't feel special you know it doesn't feel remarkable
the Apple has moved Peter to selling direct for the full fair price right like this is going to be the new model
complaints I have about iCloud is that I have to spend a lot of time thinking about what's on the device what isn't on the device managing it
this is a robot that takes your old iPhone and breaks it apart so they can recycle all of the metals and valuable parts in there that are hard to get to because of the way Apple designs them it's part of the environmental push that they're doing but Liam is a cool robot and has cool applications
we watched Apple's opening sales for the iPhone 6s last fall and we looked at the last four years of foot traffic to Apple Stores and it turns out that foot traffic to Apple Stores the lift that Spike uh closely correlates to how much consumer demand there's going to be for the phone when it launches and we actually watched how many people in a 100 countries went into Apple stores in the two weeks before when you could try the new iPhone and that weekend that Friday Saturday Sunday when it goes
Apple products are around in the' 60s
the reinvention of Apple in the last decade and the and the the iPhone and the App Store and all that has really basically been around the internet
ultimately led to Apple saying we don't want to do this anymore we want to tear up the contract
Apple didn't like that idea they didn't like the idea of basically giving away software because their business model was selling software
they regretted having licensed their brand name I don't think they ever licensed the Apple name to anybody else ever since
most PC manufacturers including Apple uh viewed the online service world that we now think as the internet world is sort of something that was nichy and more for computer hobbyists that wasn't going to be important
we knew AB a partnership with apple would be a big deal pretty important at the time
it's Apple pulled the plug on us and decided they didn't want us to use the Apple brand name anymore there was conflict about how we were we wanted to give voice offer for free they wanted to sell it through Apple Stores things like that
we partner with Commodore and their Commodore 64 computer creat something called qink we partner with Radio Shack to create something called PC link partner with IBM to create promod we part partner with apple to create Apple link personal Edition
I think Sonos has to get bought by Amazon. I think Amazon should buy Sonos or Apple.
Not designed by Johnny Ive is like Apple's credo.
This is why Apple is so horrible at M&A. It's such an obvious purchase for them. But they're so persnickety and stuck up about like, oh, my God, not designed here.
Siri is just not like an open platform. So the amount of stuff that comes out every week, I'd say every month, more stuff comes out on Alexa than in the cumulative history of Siri.
Siri is garbage. Siri is a garbage dumb dummy. She's so stuck up.
the only CEO in in Silicon Valley who I think doesn't take that view is probably Tim Cook who's already told investors who've gotten upset about him upset with him about his stance on the environment or his stance on human rights he said well then you can sell my stock so right you know he he's kind of the only executive who's come out and said that and I that's I respect him for that
how does Apple make money they sell you the product and the profits in the product how does Google make money they have an advertise network and they give everything away for free Google Chrome is free Android is free the search engine is free they monetize you with advertising Apple sells Hardware Google does advertising
the Mac Mini was designed to be the super powerful computer for 400 bucks that's this big that's so small you just put on the back of a cheap $100 monitor
the Apple company is going to be one of the first trillion dollar companies on the planet them or Amazon because one company actually takes pride in what they build and the Finish is and how welld designed it is
the thing that tipped over was that when people watched it the most common question was is that lamp a father or a mother ... they actually were talking about the character
luxo was actually the transformational piece it changed people's perceptions about computer animation it changed the discussion about it it just looked so much better
venture capitalist would never have made these bets it needed somebody like Steve Jobs to make these bets
Steve recognized the making the film what's at the core of our passion ... he allowed us and enable us to do something which under the short term did not make any economic sense
from the point of view of a small film making those shorts made no sense whatsoever okay all right just me from a business point of view it was not good the only way you could justify it was that there was high visibility so you could look at is sort of like marketing and brand awareness right in our small world
some jobs bought the company for five million bucks yes which in the 80s was a lot of money it was still a good deal that's that Luke he he just negotiated really well with Lucas he took 70% of the company he gives the rest of the guys 30% yeah which is an incredible deal in his favor and that he puts five million to the company but he subsequently puts 50 million into the company to keep it running over the years
he had just been through the most unloved painful being ousted from his own company Apple
the public didn't know about what the new Steve was like just the people that worked with him and nobody left right so it's a business after he he died the people thrown oh wait a minute you understand yeah this was not the Steve that we knew right and it was that changed Steve the one who'd gone through the journey and learned those lessons that created the highest value company in the world
once he's made this change everybody who saw it stayed with him for the rest of his life
he understood that he had to be a partner and he used to like go for the ring I like go for everything swing for the fences and as long as as his learning was no actually I have to be a good partner right and so the interaction then with Disney analyst became a partner relationship
the Steve became more empathetic you don't think of people of changing this or like a personal characteristic right but the but he actually figured out and realized the impact he was having other people he was self-aware he became self-aware he altered his behavior
he went off with next and Pixar and he failed he overreached he made some mistakes but he's so frigging smart that he realized he was making mistakes so he altered his behavior
there's that public part of Steve's story which is the huge mercurial yeah and so there's the impression that that Steve built this Apple is sonically successful that is not what happened what happened to us that Steve basically being cast out of his kingdom
he was mercurial at that point I mean this was valid point he was mercurial yes I saw him at that early stages and I saw him changed through his life
i think the word is embarrassment now and this is what happens I think well you're definitely not to be elected mayor whatever listen I think I think sometimes you need to kick in the pants alright when we get back we're gonna talk about thorough notes and Google on this amazing episode rest in peace boy this is a babble fanboys and gals who are gonna be getting back to me on that no literally I mean it's it's a it's a problem I say with all of my Apple devices on the table here
graphics yes having their own chipset exactly have their own chipsets they have the the a chipset series and then have the graphics chip series they have the mobile chipsets there's have all these chipsets well shouldn't they be crushing it yeah yeah it's to me and you're right and and and Google's ahead of them Facebook is way ahead of them you know they they took a different route they acquired a company a Microsoft Microsoft is they have hololens there ahead of i forgot that there's far ahead
I think you're right they this is the type of thing that they would seem to be suited to write what you want is your your phone to seamlessly and great with your car right everything you're doing as you walk towards your car you want it to just happen when you have to drop the phone right yeah that's what you want and the Apple would seem to be in a good position to do that I think you make a great point about VR as well though it's the same sort of thing right that's that is a hardware area whe
I think it's more of a disappointment right like you could see Apple being a company that really wins in cars and it's something that's gonna completely change what we do in the next thirty years and the idea that they seem to be the ones behind even a cup you know non public companies like uber is almost surprising like that you have so many resources and I you know I again Apple is this sort of inscrutable company from the outside I've never spent time as an Apple reporter but yeah simply as a
I'll add to that a sixth place where I think Apple is absolutely failing and shouldn't be which is oculus HTC and Sony Playstation all have exceptional VR offerings and Samsung has a very good one for competitors all with exceptional VR products Apple with none
then you have the watch which is also been tremendously underwhelming and is not as good as fitbit's they're like literally catching up to Fitbit circa you know three years ago
then you have the phone which is now falled fallen hopelessly behind Samsung where there are literally releasing things two years after Samsung full-year is therefore Samsung and that's the best they can do
then we have this project Titan they're gonna build a car and they fail at negotiating with BMW or Mercedes something Steve Jobs where he got that negotiation done and they failed to build an actual car and now suppose they're building an operating system just two failures back to back
they have not been able to release that television nor have they been able to negotiate the OTT over-the-top you know directly ot I guess they call it over-the-top yeah over-the-top OTT basically you can buy HBO you know through the App Store kind of a service or you could build a bundle yourself in the App Store that was what Steve wanted to do that required somebody like that required two things one somebody to vision a visionary hardware person to push forward a physical new category device l
the impression I get from the outside and Kate probably knows more is that they're not bleeder and I think if you believe that it's going to transform a lot of things that technology does and can do and what people pay for and use then that's a huge problem
I think Apple's progress in AI is the thing that if they don't manage to keep up 10 years from now we're going to see a huge you know they'll be behind in ways that we can't even really conceptualize much yeah in products that we didn't even imagine would be something that we'd use every day
I think people are too hard on poor Tim Cook he's not he's not Steve Jobs okay he's he's a supply chain guy he was their supply chain genius and and he's not going to Steve Jobs but this is also a certain point in in Apple's history where Steve Jobs would have struggled right that I think where the really where the change is really gonna come is with artificial intelligence and Apple is behind there right
I think what may have happened is because you put Tim Cook in charge you've put somebody who is an efficiency expert in charge not a visionary product person to church so what we're seeing is the massive efficiency the Apple ecosystem visa vie we're going to make more money off of the battery pack like they launched a battery pack for the iPhone like that was like always a third party thing then they're launching like the new headsets I was like a third party thing and they bought like the beats
there was literally nothing at this they didn't need to have this key note
the thing that I find particularly underwhelming about this event is making the phone water and dust resistant is something that Samsung I believe did either two or three years ago that literally and they trumpeted it as if they had liked it discovered this and launched it themselves it was a little bit bizarre
I was looking at the price drop... they talked about it being water-resistant that's great I would really prefer they would make the screen a little stronger
Apple likes to control things and there are good reasons but there are times when it goes too far
what bothers me about the way they operate is that there's always this danger that when you plug something in... it's not going to work because it's not officially blessed by Apple
they have gotten rid of the headphone jack which is the most sturdy and reliable connector probably in our industry... has anybody ever used a Bluetooth device and had it work on the first try or not take 25 seconds
one thing that Apple does do right is it gets things to work right they pretty much work out of the box and that's one of their big strengths
I get the sense that there is no compelling reason for people to upgrade their phones right now and the statistics are proving this out yeah the number of people who upgraded to the iPhone 6 is like 10% or something there's a 80% of people have something before that or maybe it's 85 or 90% have something before the iPhone 6 everybody seems to be way to have well this is a corollary to what I was saying earlier yeah there isn't that there isn't that incentive you know that the one that's coming o
the iPhone you know it's great is it's gonna do great things but this idea that it can just keep improving ad infinitum and do all these incredible things it's just it's just not a reality and and the watch is an attempt to go on to the next thing beyond the iPad I'm I am not convinced that is something that people are really going to want and least not in its current incarnation
if you're at Apple and you see a Kickstarter to fix your product that is about to break milon you know you're doing something wrong
I think the roters kind of like a redheaded stepchild at Apple nobody particularly wanted to work on them... they would send a firmware update for those things once every two years it was unbelievably pathetic and they opened you up to all kinds of hacking
we could talk about apples Foles all day long but the company's an utter complete disaster just getting out of the router business when a company like arrow is doing so well is another example of how horrible the company's being mismanaged
Apple discontinued was their apple airports which constantly did not work for me and were a source of much marital Discord
we'll stop whing on the pathetic performance of Apple in 2016
But I always get very nervous when companies start building massive hqs of course because it's a sign that they're in Decline do you know how many meetings Tim Cook and Johnny I have had to take to build that how many hours of meetings were they in
the Smartwatch hasn't exactly covered apple with Glory... other decisions with a book on the touch strip on the MacBook Pro disaster these were these were decisions which Steve Jobs would have kicked his backside for and no one is prepared to do that
I see him out having lunch ... I'm like get your ass back to copertino and make something
number three honestly it's got to be leadership ... Tim Cook is a fantastic operations guy but he doesn't have that kind of iron grip that Steve Jobs had Johnny IV appears to be going completely off the rails
number two we've already kind of touched on it's got to be dongles ... what is the point of having you know an ultr slim laptop or a nice light like pad if you've got to carry around a little bag full of dongles
if they lose what you're calling the creatives the core people that have kept them going decade after decade after decade those people will move to an operating system known as Windows if they're already unfortunate but yes it's about all that's left to them right and if they were to move off of it they would start making apps for those platforms that be a disaster
the MacBook was a spectacular disaster and also did it take them four years exactly to upgrade it what would they do to downgrade it the only to the only explanation I can think of is that they're consciously or or unconsciously trying to kill off the MacBook line so they concentrate entirely on iOS
Apple we've been on a blacklist now for over I think it's 10 years so Steve Jobs said iay on the register too honest oh just nowhere I mean absolutely not even invited to Keynotes absolutely not
Apple certainly is one of the most restrictive of all the different major silos that said you can see them opening up with what they're doing with
the wars are over they ended a while ago there will never be a one Microsoft Google one apple world ever again
user expectations for each of these you know these well- defined businesses these well- evolved businesses already been set yeah right Google's have been set Apple's been set Microsoft has been set uh and it is really hard to change those cultural anchors and expectations with their consumer audience it's it's risk to the business
Google inside of its silos and apple inside of its silos and Microsoft inside of its silos... they have their signal but they are missing a complete picture of me
they have a huge amount of money ridiculous
I think they they my guess is they have one more killer product in them I hope so I think it's going to be these augmented glasses that Robert scobble keeps talking about like I think they're going to do these augmented glasses that are going to be a hit and they'll print one more session of money and then after that I'm not so
the Mac has gotten I mean God the MacBook what a disaster it's like did you buy a new Macbook no is this like isn't it not buying a new iPhone either and I am a fanboy I love their Tech I love their products there's so much engineering Excellence when you think about the vertical integration that that business is has has achieved uh and and up until the last you know let's be realistic 5 years uh they've been ahead of the pack on so many different fronts right but this last release like I made a
I think they're still a little bit in the dorky zone. Um you know, people are kind like, 'Look at that guy.' But I like them enough that I'm going to keep wearing them.
I think those are going to be on the internet independent of the phone and you're going to be able to leave the house with them for an hour or two and they'll be charged and the little box that comes with it will have the LTE in it. You'll put this little case in your pocket that'll have the 4G connection and you'll say, 'Uh, Siri, order me an Uber.'
You're not going to be able to hit Find My iPhone. That's hard to do with um I with with iOS because that's a locked up system.
If you were a betting man and we were going to make a $100 bet that they would open it up or they would keep it closed, you would bet that it would be more open in the future.
my guess is they're thinking about it. They're working on it. Their approach to these types of things has always been a little bit different. There's I I mean, so they might open up a little bit. I I I think it I think it all remains to be seen.
Siri can only exist on the currently Apple TV, Apple laptops and desktops in the latest version and uh on the iPhone and iPad. Obviously, they don't allow Siri to be in your Samsung TV or in your dishwasher or coffee machine. Other people are doing that. Siri can't win, can they? With that with that modality, I I think I I think it's going to be difficult.
the big problem with Siri is it's a closed architecture. Apple makes their products closed. Siri's very closed compared to the other two, isn't it?
Siri also is falling way behind Google Assist.
And we need each of those people to sign an NDA and they're very serious about it at Apple because they want to have a surprise when they launch it.
they have not put them into the manufacturing lines yet that's when it leaks
it's a 70% chance that we're going to see that in September
I'm hearing from apples that are coming are about $600 they're going to be three ounces they're only going to have a 480 pixel screen in front of you it's going to be Google glass done properly no camera and no 3d sensor
there's an app already called pair and pair is working with Apple on a our kit
for the base level AR spec they are AR experience you're looking 2018 probably 2019 in fact for developers to get that backside into gear and get this stuff really working
they're coming out with a phone that has two 3d sensors no other phone has two 3d sensors
Apple in September when iOS 11 is coming out is going to deliver around 200 million people who can play a arkad apps
is this going to be another Apple close garden because if so they're just also the whole thing of course it is
we're going to decimate the rest of the VR narn times 20 realistically 20 times the market
there's anything valuable not yet because it's only two weeks old
you don't even need the new iPhone to play AR kit
what a Ark it is is the platform that lets developers build these AR apps for existing iPhones
apple can and actually has so after the series came out foxcon announced they would be doubling salaries for workers in their plants and the and the consequence of that is that it caused all the other factories to also increase their wages so about 13 million people in China got huge wage increases because BEC because you know a light had been shined on this
Apple has hundreds of billions of dollars in cash
now apple and foxcon have tried to cut down on that a lot
we should still buy iPhones iPhones are amazing right they're great to have
I definitely don't think apple is a horrible company ... and like apple cares deeply about ... the conditions in these factories for the workers
Apple pay drop them apples donating two million to the Southern Poverty Law Center the anti-defamation league
Apple prevents that. That's why I like the Apple platform.
they were clearly sort of creating a new strata within their product lines which i think is really interesting
it's a very good piece of code that it fits very well with their current hardware
this is a very serious effort by Apple they're not playing think they play around too much
what they released is really awesome
Apple doesn't release a development kit unless they have something very interesting coming
Apple which is sitting on a lot of data is not necessarily able to do a lot of it because of the the promises that they've made to consumers about how their kind of user data right if they were there not necessarily might they're not going to go out there and mine all this user data that from their phones that's the best the promise they've made to their customers
it starts to get to in areas where Apple is not necessarily as capable as Amazon or Google which is software which is cloud services but it's also there's an a on machine learning aspect to this they have no competition well and it's not just about being able to create the best you know algorithms right it's actually about having the training data
this kind of typifies where why Apple has gone wrong in the last sort of 666 or so years it's just they they drop the ball and they got taken away by fripperies like the Smart Watch various other things when they should have been delving directly into the home
they got lazy they coasted they didn't build the proper back-end architecture to canary on improving in this is where Google has already eaten that lunch for then and Amazon to an extent as well I mean with this home products it's late it's expensive the developers I've spoken to aren't wild about the development kit that's out there
if I had to guess there's something related to the Siri implementation
I think that Apple became complacent and lost ground.
Taiwanese manufacturer quanta quanta quantity which is the primary assembler of the Apple watch revealed it is working on an AR product for an undisclosed company
if they're gonna have a market winning product then I'd say five years at the minimum
I'm certain they won't be coming out next year highly skeptical that they'll be coming out in 2019 in a usable form form factor with the hardware that you've got available at the moment 20/20 would even be pushing it
I think that they could compete but it ends up looking more like a game console business and and I think that is where Apple didn't make a game console 15 years ago either
I think that they found that at the end of the day it was not going to be something that was gonna be a product that people were gonna use all day throughout the day right and I think that that's what Apple aspires to which is products that you use a lot that have a really high quality of user experience and high frequency
they were certainly exploring it and looking at the space and a couple of at least a couple of years ago made a decision not to participate not to make a play here
AR seems to be awfully awfully compelling to Apple for some reason maybe it's because they lost the VR race to oculus or maybe they understand that VR is not what people really want they want to look through their camera phones look through glasses and see information and graphics layered on top of the real world
it doesn't have wires and you don't have to fumble and move your phone when you're using it
it increases the amount of time I'm listening to stuff
there's something about not having the wires that's really the killer
I said it's the best product that Apple has created since the iPad
they're probably not gonna build factories here although they did make the the Apple was at the toilet paper tube that was the the Mac Pro Mac Pro which was a disaster what a terrible decision
I think in most of those cases it's not a lack of capital that's kept them from making acquisitions it's today it's a cultural it's embedded in the culture of the Apple not to make big acquisitions but within a cash Bonanza people get a little bit frisky
I think these companies will bring back percentage maybe a significant percentage of them bring back all the apples at the bring back apples playing somewhat of a PR game here but they're you know they'll make acquisitions to the degree that that they find them beneficial
I think it's 15 is the number Apple is going to get and the this this creating of jobs repatriation I think this is gonna get him reelected
Apple saying that they're going to build all these factories here and create all these jobs here why didn't they do that under Obama exactly so here you have Tim Cook pledging to do all this after the tax cut
I said this years ago if they repatriate all this money it is gonna create an M&A Bonanza like Whole Foods was just the start mm-hmm Whole Foods is gonna look like the number ten on the list of acquisitions in a couple years
Apple flex aspire massive cash holdings on Thursday in a bid to dampen Wall Street's disappointments iPhone sales the company plans to use nearly all of its hundred sixty three billion in net cash hinting more socked by BATS dividends or acquisitions
if you look at Apple 263 eighty five billion dollars in cash majority of which obviously comes from the iPhone franchise but the iPhone franchise is doing it seems just fine
do we know what Apple offered jg no you know at that level yeah I would say those deals would be tens of millions on stock on cash comp you're talking about five hundred to a million so it doesn't show up in documents but then on rsu's sure why not five million a year 10 million a year four five years so 50 to 100 million could be possible
it's also telling that that JG has now moved to Apple I don't understand is how is that legal that he just is able to move over to apples AI
Apple has done it many times
I'm actually surprised at Facebook jumped all the way to dating obviously probably more monetizable than just friendships but yeah so he's a massive wire platform for that all platforms are
so is this tinder for people who are too proud to use a dating app or is it a more Instagram with a virtual currency
my general sense is that you're building something that's between tinder and Instagram am I correct
you have companies like Apple who are saying our value proposition is that your data is stored on your phone not in our cloud and your data is encrypted on your phone
if Apple made something like this this would could change the diabetic picture as well because people would actually be aware of what's happening with their blood sugar level
there is a rumor that apples working on something like this continuous glucose monitor
Apple is working on glasses and you've heard Tim Cook say over and over again they're pretty candid when they give tips that he thinks augmented reality is interesting and they're working on glasses
it's hard to tell if Netflix Amazon or Apple are overinflated we know that there are high p/e ratios but these are real businesses that are printing money and have war chests and are buying back their shares so it's not as black and white as it was in the dot-com era
what does it mean for startups it means that they're gonna have a ton of money to buy companies and you will see the Amazons and the apples of the world buying up larger and larger assets you saw Whole Foods get purchased by Amazon for 13 billion and a head phone company got bought by Apple for 2 or 3 billion I think that's just the start
Apple is probably gonna flirt with this trillion dollar valuation up and down over the next year or two
a couple years ago I did believe that Apple would become the first trillion-dollar company that was back in 2012 I wrote that and I wrote that payments would be one of the ways they would get their subscriptions also seems to be helping and they're on the cusp of being a billion dollar company
Apple's going to be here in ten years because nobody has built a product that is as compelling I use the pixel to and I'm using the I'm using currently a Chromebook from Google and it is quite compelling I have to say I actually enjoy my pixel too and my Chromebook as much as I enjoy my Apple products and they're cheaper but the iPhone still the ecosystem is much more refined the apps are much more refined so people are gonna at the high end stick with Apple
the price earnings ratio seems to have gotten a lot higher Apple's bought back a lot of stock which drives that
I have to wonder if they're going to be servicing and just pulling out as much money from the top end of the market without ever trying to get the money from say the Android Market which is the majority of the market so it's a it's a mixed bag
this is a wonderful ecosystem that they built over time
that will give Apple revenue for years to come
the services revenue I think is going to be very compelling because it's high margin in all likelihood and it's sustainable and diverse
they did nine point two billion I believe in services this quarter which puts them on like a forty billion dollar run rate it grew 30 percent year-over-year
it was an amazing quarter for Apple
I would get most excited about Apple because then I would wonder how how would it integrate with my iPhone and MacBook and all these other things I mean yes senior mods and other things like that so from a consumers perspective I think that's the most exciting
Tesla like Apple is sexy like us
Apple is the best purchaser of tests all right that would be the most logical company to buy it
Apple shares revenue on YouTube and in their app store but journalists in Google News don't get paid and journalists in Google's index don't keep a journalist on Facebook don't get paid
Apple figured out hey if we put an apple news app inside of the phone it's defaulted that you get redirected there we could get something going
Apple not sharing revenue with publishers pathetic Apple News built into your iPhone great product ... but here's the problem Apple is printing money they help people make money who are musicians making TV shows and apps but with journalists are not helping to make money
they should open that they should open up screen time with an API and let developers who are doing stuff like us like you use that moment cuz it's quite fun
I think Apple picked us I think we've made a great product but also I think they were trying to send a message that you can use the phone for good good things you know it's not all bad I think that's what the subtext that they were
Apple is really if you think about pushing AI to the edge IOT on device AI stuff Apple has a stronger incentive to do that than Google does Google has these giant data centers that's their business Apple has these devices that's their business and so it leads to different philosophies on AI
Apple does not want to take your data off your phone and do a bunch of machine learning on it they respect privacy they have a lot of they have a strong belief system there and so they are looking at ways things like federated machine learning
from a company perspective I think it's gonna be Apple I think Apple gets overlooked and yeah they look at Apple's done a couple things they've delved into AI hardware right along with Google and they think about AI from a privacy perspective because they don't want to control all your data and I think that's going to give them an advantage
the new pixel phone always seems like they're just slightly better than the iOS devices
androids a little bit more open than Apple you know you could actually make the argument it may you know there are things about the openness in this world that you know end up being somewhat problematic
you're gonna see more of these obviously there's a lot of conversation and pop among policy makers about are these institutions too strong are they too powerful are they reshaping the market how do you think about that I'm curious so the answer is I I think they are but I think they got there legitimately
I think we are living in a world of very rapid consolidation around very dominant Network effects and that would be Google Apple Facebook Amazon these are great companies I have a great deal of respect for them but they have enormous advantage that's relative to startups
a lot of people are arguing that the Google picks all the latest Google pixel has better features
I think we reached peak cost of the iPhone yeah yeah it definitely feels like peak cost
Apple either needed to basically be willing to invest tens of billions of dollars potentially hundreds of billions of dollars over the next decade to keep up or they needed to quit and I think you know it's not surprising that they they sort of stuck their toe in the water and realize that it's gonna be a really large really long ride for them to go and and decide it was probably not a good idea to compete there
self-driving is a multitrillion-dollar market opportunity and you know there's gonna be a couple winners and the vast majority of sort of the status quo car manufacturing and transportation and you know la died out all the way down the list market ecosystem is gonna be driven out of business by self-driving so it's a big big play
they're going to get rid of the next high-growth product a self-driving car
Apple in response to all of their iPhone malaise problems and people not feeling the need to upgrade seems to have done something just absolutely brilliant they're going to dep cade their next killer product line which is self-driving cars because they don't have an innovation problem at Apple
I recently embraced the Chrome OS and I took our old Macs and there's a company that builds a little toolkit that lets you put Chrome OS on an old iMac you put Chrome OS on a ten-year-old iMac and it is racing fast so it turns out that we probably do not need to upgrade our computers we just need to put Chrome OS the light is fastest I think operating system out there that's really good you just put that on an old five ten year old Mac it feels like a new computer
I think in intentional obsolescence is something that's been practiced for many many years and I think the Apple guys just like every other great winning corporation realizes this is a full-contact game and you either win or you lose in order to win sometimes you have to skirt the rules or skirt at least sort of people's expectations of what is fair and unfair a little bit
it wasn't they were just trying to get more life out of your existing back
they allowed they knew that battery degradation was driven by CPU utilization so they said hey let's just gently glide people into the next phone by when their battery's dying
Apple got in trouble for knowing yes rattling the device CPU so would consume less power but they corrected that and now there's a user setting to not make up for battery battery degradation by degrading the CPU
it's astounding how good of a track record they put up I mean you compare them to like we could all compare them to the way Microsoft used to work for so many years like you have your Apple it would always work and be beautiful and then you have Windows yeah so I mean for them to have one yeah it's totally okay it's a mistake it happens it's the nature of the complexity of the scale
I do think that there is a possible future where a company like Apple five years from now based on what they learn from all the developers using AR kit which can run on phones they do develop a headset and by their sheer power and force people end up adopting it I view that as a negative outcome
they were collecting tons of information to help the yeah get the map better and better
why does Apple need 250 billion dollars why are they not buying companies I mean they should the truthfully they have under invested in acquisitions I think it's a cultural Bureau Drive which is what makes Apple special in many ways is how they run the company yeah and they have a very distinct philosophy of how they build products and they're afraid and terrified almost of if they acquire entities that have skilled humans that those humans won't act like Apple employees and hence you won't get
you can see how you know Steve Jobs and Apple he left her and then disaster it was like vomit product vomit it was you know they started licensing operating and yeah it was other people they made 20 different versions of the same Mac ray report came back yeah and like it was it was sort of we came back to what it had originally intended to intended to become
that's the classic Apple story where the day after the IPO right everybody's driving for a you're not gonna have a fat issue because the secondary markets super robust
they also don't look at the you know how much cash Apple or Facebook or Google are throwing off now you start looking at just the profitability of those three companies versus how much is put into venture like those things are going to pay off hundreds of billions and eventually trillions of dollars in profits for what were venture backed companies
look at what Apple's gonna do with folding screens it's gonna be crazy it's gonna be crazy it's they're gonna make one that folds twice
Apple's App Store search results for ads or the probably the highest quality form of advertising in the ecosystem today but there's a limit on the amount of volume that you can generate
think how good games can become as Hardware improves well look back to the games that existed in 2012 to today the games that exist today on mobile dramatically better than what they were and it's not because developers somehow got smarter designers got smarter it's just because of the hardware improving the GPUs that's the key
they also have this offloading of the apps I thought that was like a brilliant concept where if you don't use an app for a certain period of time they just put it in the cloud
Apple features their team does a very good job of hand selecting games that are fun to play or apps that are good to use and so that's that's a new form of does that reddit Oriole that Apple does is so good now
Apple seems to have made a ton of changes to the App Store like I can't find the rankings anymore why did they get rid of the rankings is it too easy to game and they wanted to deprecate that concept of rankings they're still there and they're it's more of a popularity contest in terms of rankings
Apple has done a better job of the duplicate app concept than Google
app discovery is a hard thing for people to solve... the content is really fragmented and the cost of development is really low so if you get a hit there's gonna be a hundred other hits or a thousand other hits in that same genre or maybe not hits but copycats
if you look recently Apple offered a news product which was subscription Apple news Plus and they called it and it included the Wall Street Journal the entire discussion on social media on Twitter was I'm cancelling my wall street journal subscription Tanglers sign up through Apple because unsubscribes are simpler
but then Apple in year six or seven of the turns on subscriptions and says now we'll charge your card monthly here's the rule set when they moved com.com from $10 one time to $10 a month paradoxically consumption and conversion went up why you have to actually why well the reason was I believe that and you probably all know this anecdotally is that when you subscribe to something you say to yourself well I can always cancel that is the contract of subscriptions I subscribe to new york
they're probably spending hundreds of millions internally and millions with you and they're getting more value from you than probably the internal team
I think they like for them it's like the Polish brand of everything you know working since like a religious thing they're never gonna do it all right listen I understand you got some dad jokes in you
I question the entire like the entire value of the App Store in general it's almost like you like the App Store feels like Yahoo was for the web in the late 90s like you have to get Yahoo's approval to be on the Internet right or AOL before that like you have to pay for a keyword to be like in the platform
it's just a matter of Apple having to be pressured enough socially to allow that after the first class it isn't because they're they're monitoring and they should charge people for the app review mm-hmm so that they can increase the number of app reviewers and make it a better process probably because they're like yeah it's free to put an app you know to get your app review but it's so arduous and then because they don't make any it because it's a cost center yeah as opposed to a revenue Center
there's not much of a discovery benefit to the App Store because there's millions of apps that you have to acquire users through like Facebook etc to climb those lists so you businesses that are small that are not in like the top 100 they don't they don't get the advantage of the App Store they essentially it's essentially a barrier between a user and the actual app
they're very protective of their App Store ... they just don't want to flood the store they have a hard time dealing with Swift and you know objects and they're just like I don't want a bunch of people flooding the App Store with apps I think they're they have an edition sent 'iv because they make you know billions of dollars through the App Store
they have an editorial team that is the Apple universe yeah nobody knows nobody knows it's all very secretive
I think it used to be extremely valuable to get featured on Apple because it was very precious real estate same with Google but now it's very crowded
they're not actually taking the risk on user acquisition so typically it's the developer who's taking on all of the risk for you know marketing and housing and obviously all of that expense and then the license or source it's in the background says if it works out great because I'm gonna take a huge cut of whatever you make and if it doesn't work out we'll no risk to me so it's a really you know we'll see if it changes over time but you know to date it has been one that's quite disadvantageous f
it's about fifteen to twenty percent fifty to twenty percent so it's similar to what overtakes or lyft takes actually I think they're twenty five percent so it's less than the app store
one of our core competitive advantages is our product we have a huge UX invest when the products really easy and slick apples slick
if you look at a company like Netflix or Apple or HBO they pay up for the best people then they keep the best people and they continue year after year to produce the best content in the world.
the things they said were very very consistent number one there's so much content out there right if you're a team you know if your team is the Yankees you can find a thousand stories a day on the internet and what we'd always say is like have you read these stories have you clicked on any of them and if you do they're mostly aggregated versions of like two people actually doing the reporting right you have two people who are the actual beat reporters who show up for six games
you have to be different we at my previous time at Strava we're learned how to build a subscription business we also bought a lot of ads and you know if you buy ads you realize pretty quickly you're not gonna buy ads on a local newspaper website yeah and so friction is ridiculous and you could literally get a hundred thousand times the reach for half the price with a better tool like Google or Facebook exactly right and so we felt that there was these these changes happening they were out they w
we launched in Chicago in 2016 great sports now a great sports town generally under covered yeah I'm weird yeah and that's actually a real opportunity cuz they're kind of a major market that under report on yeah they're not on a coast and so we launched in Chicago in early 2016 little did we know that they would break their 108 year curse that year and I would say like our thesis was pretty simple hire really great people think about you know the things where you can be different as a subscripti
we felt that there was this opportunity to cover those teams in a in a way that places like 538 or Grantland used to or the ringer or ESPN cover the big teams right so many people cover the Warriors but how many people cover the Reds right so many people cover the Yankees how many people cover the Astra as well right so you had a thesis hey instead of going for the big markets let's go for the underserviced markets first
if you don't know what that is it is a paid subscription sports publication which Alex seems the worst possible idea to launch in 2015 when you said I'm going to launch a subscription product in 2015 after the investors laughed and your friends laughed at you you then told them you were gonna do it in the hardest possible category sports
we believe there is a massive opportunity in the future music education is gonna remain important and creativity or at least that's how we look at it playing an instrument is more than just learning to play the instrument is actually addressing one of the fundamental issues in my opinion going forward in the education system because it's a transferable skill of creativity making music trains your creativity
four million to hit a 30 40 50 million dollar a year run rate incredible
you also raise two and a half million dollars from the government in the grant at some point
you raise some small amount of money a half million dollars a million dollar a half million one and a half million
somebody said this was musician was the reason why my wife allowed me to buy a tablet it's really it felt like that's what it's made for tablet
they're making tens of millions of dollars with the subscription app that I love called musician
there was still in the early days I think even for the apps yeah where our second year of the App Store yeah and at that point it seemed like the business model on the App Store is the Angry Birds model which is 79 cents for the whole thing
Apple supported subscriptions yeah I think the subscription worked then really well
Companies like Apple use it. They have it installed on all the iPads in their App Stores. In their Sorry, in the Apple Stores.
we don't use anti-malware on our Android or iOS phone and why I mean this can be hacked and by the way it is
Apple controls every piece of software that runs on our iPhone you need to go through the App Store there's no other legal way or valid way to do that and Apple decides there's many many rules that Apple has about what can every API in there on the App Store can do you cannot use it for anything you want they say what it should be used for and if you violate it they throw you out
I was an Israeli company bought by Apple
Google is getting very detailed about the audit trail that actually apples following suit
I think they are very powerful in protecting us I don't think that they cannot be compromised right I think it just makes it much more difficult and much less effective to do that
I think that most companies don't put backdoors intentionally I think these backdoors exist because of bugs in software ... eight hundred of them in mobile devices iOS and Android
getting into the Apple store was in a way like a a vote of confidence for the consumerization of healthcare mm-hmm as you started to see Apple bring health to the phone and health to the watch and who knows what's gonna happen with air pods or some of the other Apple health efforts their commitment to these consumer friendly you know health products by putting us into the store or you know we're in physical retail stores where there's very limited shelf space right very few products at the Apple
we started looking for ways to make it simple like Siri or Alexa commands or integration through healthkit through thousands of other apps and devices that are out there
I believe in the Apple Store yep so you can go visit in two places online and off
Microsoft gave Apple money to stay alive
you go talk to Apple and he was selling to Sun Microsystems for four-and-a-half billion dollars
the best example that nobody ever brings up is you know Apple and Google Eric Schmidt was I think on Apple's board yes and and Google powered search on Apple and then all of a sudden they start working on Android in secret for a couple years and then Steve went ballistic and there's the famous like photo of Steve and Eric Schmidt at the Palo Santo Road at that mall having coffee talking about it somebody took a picture of it right as all that was happening to get off the board like a week later
certainly apples pursuing the highest quality goods to the lowest possible price to pursue margin because that's what they're set up to do there's up to maximize cash flow
like Apple has no ability to make iPhones in this country and that's Apple with unlimited resources they don't know what they're doing in terms of making a goddamn factory this is a national security concern if we can't build stuff
there are some companies like Apple which don't need to spend money on marketing but they do it why what does Apple spend all that money on marketing in some ways I think it's because they want to confirm with their existing customers that their existing customers are awesome in other words they're selling this like lifestyle to their existing customers to keep them in the fold to make them feel good and to make their employees feel good you drive up and down the 101 freeway here in the Bay Area
in 2018 slightly over 50% of pocketless podcast listens came from Apple podcast app
this is why Apple is gonna fell on TV as well is because they don't want to ever be associated with controversial content
Apple this is like Apple's biggest strategic mistake of all time second to firing Steve Jobs well they controlled the whole ecosystem it's called podcast because of the iPod yeah an apple controlled everything and they just refuse to show any interest in it we're a hardware company this is not core to what we do
only large businesses that are paying customers will get access to end-to-end encryption the strongest form of privacy I believe that that may have changed Nicoletta to check on that if they change their position zoom since we wrote our notes on this but they are getting hammered
I can tell you if it's going through China they are definitely snooping on calls
I remember the first time I use zoom I was on a Google hangout and I popped on a zoom right after and the performance difference was just dramatic
I think what's interesting with zoom is that if it's a b2b transaction there's that forethought in terms of a b2c where as consumers consuming and not maybe knowing or appreciating the security risk that we put ourselves out doing business or having a subscription to a service that has servers in China I think that is I think what one needs some transparency
zoom also had servers in China which they use to route calls that did not take place in China and that raised a lot of concerns that the Chinese government obviously might be able to snoop on those calls
Apple specifically I suppose the iPod and iPhone
I think you know what you've seen so far with both Apple and Google releasing api's but not applications is kind of the challenge which is everyone recognizes the power of the data and the value of it and everyone is terrified of building the experiences and taking on that responsibility
not with Siri, which is still kind of broken, but this actually works
What is the repeated use case of that product, do you think? Like, what is it that gets people, because, you know, yeah, the glasses, sorry. Yeah, so, like, I remember when Google had the goggles and then Apple had VR, and everyone's had an effort at putting something on your face, and none of them have stickiness. They're all, like, really interesting novelty experiences, and then your usage tapers off and you kind of put it in the drawer and it's like a cool tech relic.
twelve thousand dollars which i just bought it's a little too expensive right now
have it on your mac studio yes it's too expensive now but it'll go down 50 every two years in terms of cost and the power will go up double every two years so you're gonna have a nice swing there
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 56.8/100 for apple, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_magnitude | 0.3 | 0.7187 |
funding.round.amount_usd 2011-05-28 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
A first sale, a filing, an amendment and a public announcement are not the same event, and one date may not stand in for another. Where the latest financing date cannot be established from what we hold, this says unknown rather than substituting a date we do have.
No reported round and no SEC filing on record — no financing date is established.
This company publishes models on HuggingFace — observable proof of capability, ahead of any product announcement. Adoption is measured in real downloads.
| 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 | superseded | 0.20 |
community.hn.max_points | 0 | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.mentions | 0 | observed | artifact ↗ | 2026-10-08 | 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 | 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 | superseded | 0.20 |
community.hn.top_story | {} | observed | artifact ↗ | 2026-10-08 | 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 |
funding.round.amount_usd | 4000000 | observed | artifact ↗ | 2019-11-26 | normalized | 0.50 |
funding.round.amount_usd | 200000000 | observed | artifact ↗ | 2016-10-14 | normalized | 0.50 |
funding.round.amount_usd | 125000000 | observed | artifact ↗ | 2015-11-27 | normalized | 0.50 |
funding.round.amount_usd | 50000 | observed | artifact ↗ | 2012-08-15 | normalized | 0.50 |
funding.round.amount_usd | 100000000 | observed | artifact ↗ | 2012-04-21 | normalized | 0.50 |
funding.round.amount_usd | 198000000 | observed | artifact ↗ | 2011-05-28 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2012-08-15 | 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 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "look at what Apple's gonna do with folding screens it's gonna be crazy it's gonna be crazy it's | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "the services revenue I think is going to be very compelling because it's high margin in all lik | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "that will give Apple revenue for years to come", "expected_by": "2028-03-20T01:12:30.589Z", "co | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "a couple years ago I did believe that Apple would become the first trillion-dollar company that | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Apple is probably gonna flirt with this trillion dollar valuation up and down over the next yea | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "if Apple made something like this this would could change the diabetic picture as well because | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Apple doesn't release a development kit unless they have something very interesting coming", "e | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "we're going to decimate the rest of the VR narn times 20 realistically 20 times the market", "e | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Apple in September when iOS 11 is coming out is going to deliver around 200 million people who | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I'm hearing from apples that are coming are about $600 they're going to be three ounces they're | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "it's a 70% chance that we're going to see that in September", "expected_by": "2028-03-20T04:45: | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "if they lose what you're calling the creatives the core people that have kept them going decad | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "the Apple company is going to be one of the first trillion dollar companies on the planet them | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think they should have an expedited review process where if you pay 50 bucks they'll it that | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think this could actually make the apple watch super functional and a must buy", "expected_by | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Once we can develop for Apple watch it'll be on there and it'll be extremely powerful", "expect | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "betting against apple is just a recipe to lose money", "expected_by": "2028-03-20T12:32:50.860Z | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "they're going to make a great watch they're going to make a great car they're going to make a g | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think it's going to take 10 years to play out, but I give people like Apple and Google probab | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "it will not, there's no chance it's terrible.", "expected_by": "2028-03-20T14:17:24.581Z", "con | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think that's going to change most people's lives more than they're going to look back and say | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I don't think people are going to change platforms", "expected_by": "2028-03-20T14:51:04.409Z", | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think Tim Cooks and the and the team over there have some surprises for us later this year in | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "there would be no way for Apple to ditch Google search", "expected_by": "2028-03-20T16:03:28.5 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "You know, is it the 1980s Apple where they're kicking out jobs or is it, you know, coming back | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "it won't be a iPhone phenomenon where there's one for everybody and that will slow adoption yo | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "we all worry maybe Tim Cook and Johnny Ive can't pull off what Steve did", "expected_by": "202 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "the TV will be a computer with the TV as an app", "expected_by": "2028-03-20T16:35:38.805Z", "c | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "Google's going to win an extraordinary amount it's going to be the largest most powerful compa | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "the way of the mobile phone industry is going to go the way of the PC. And, you know, you're g | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I know for a fact that if Apple basically were able to get the equivalent of Sunday Ticket and | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "Android is a very powerful OS. It's good. It will get better. Unfortunately, this is turning o | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "Apple's just not a threat today. They're not a threat. They'll launch a TV. They'll launch som | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "at some point, the iPhone and the iPad will sort of run their course, but they'll be... the co | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "these markets, if you believe in the Clayton M. Christensen's theory... the less vertically in | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "if I were Apple I would either buy Facebook or Twitter", "expected_by": "2028-03-20T19:47:02.57 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Apple could over pay and buy Twitter for $50 billion you said a number over 20 they made 24 bil | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think that this is the ultimate buying opportunity I be totally honest I'm going to load up o | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "they absolutely have to be competitive the the the problem is if say if say they had never made | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "if they're going to maintain this Hardware uh lead as the hardware is starting to get better o | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I'm an iPhone user and I'm start using Google Maps I start using Google I start using Gmail I | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "build more stores that was my message to Steve Jobs in 2006 build more stores", "expected_by": | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "there's no guarantee that they'll even continue supporting or evolving this product", "expecte | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I'm not sure that that uh the smaller iPad is necessarily going to be exciting to consumers or | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "so apple is not in any uh this isn't going to take any meaningful market share from Apple or it | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I'm not sure that this is something that's going to happen anytime soon but it's a legitimate c | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think they will have credit cards perhaps before that", "expected_by": "2028-03-20T21:25:12.9 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I I think it's um I think it's imminent", "expected_by": "2028-03-20T21:25:12.911Z", "confidenc | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I can't see that ever happening", "expected_by": "2028-03-20T21:25:12.911Z", "confidence_low": | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Siri they hired the A9 guy so obviously siri.com will become a search engine that's my belief i | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "wallet is going to be a big deal", "expected_by": "2028-03-20T21:25:12.911Z", "confidence_low": | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "Apple only puts out the most polished version so if Apple puts out a wearable computer like th | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "when Apple has an official blog and an official Twitter account official Facebook that they're | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I'm one of the Believers that thinks they'll make a TV and it'll be a great one as well", "expe | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I believe that once they have that screen in the house i think there's going to be a whole grou | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "when Apple comes in that's when the clock starts yeah that's when the get races start", "expect | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "over the next two years or so everything becomes voice enabled because of the iPhone", "expecte | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "the new interface for searching you're not actually going to Google anymore they're hijacking t | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "give it four years, guys... prediction in the envelope for me about Apple. Four years from now | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I am almost going to guarantee right now that apple buys this company Apple will buy Twitter Wo | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I famously um reported three or four years ago that Apple was working on television sets becaus | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "No one's going to abandon Facebook. Let's at least not right now, right? Maybe in five years. | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Apple comes out with the POS like that's going to be game over", "expected_by": "2028-03-21T06: | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "we are certainly hoping Apple would add the front-facing camera so that you know this can be us | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "we're seeing some school systems particularly on the East Coast of the United States that are r | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think you you can see a world where apple is extremely successful in this space and Microsoft | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I think that this centralization is essentially a temporary Arbitrage of the network and CPU a | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "open source eventually dominates every Market it enters", "expected_by": "2028-03-21T10:27:51. | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I predict with the $50 billion dollar they have they will buy a small Telecom operator and buil | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i really really hope the iphone is on verizon as well that would be that would be the best janu | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think we're going to be seeing a Power Rangers toy level epidemic here I think you'll be able | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "what the ipad needs is more apps and it's coming", "expected_by": "2028-03-21T13:00:34.623Z", " | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i think that's going to be the new popular size and they're just going to be tiny bit ahead of | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think apples game center will be up by then", "expected_by": "2028-03-21T14:17:45.233Z", "con | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think they did have a five-year deal with a teensy but i think that Apple renegotiated that a | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think verizon would not turn down the iphone i think it would really know should them althoug | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think it's fast growing segment. People like this format because you can share parent and chi | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "apple better get into the game here because i think google and or somebody else is going to in | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I predicted people would start shooting editing and distributing movies all entirely on the iPh | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I wrote a blog post called app is crap yeah and uh my so self my uh hypothesis was that apps a | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I think long run HTML 5 is going to win it's going to be really yeah yeah and you know Android | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I picture they speed that up to try to get you know developers their money quicker", "expected_ | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think eventually on the web will see a lot more kind of quasi tactile ways of interacting wit | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "sales of the iPad will not be able to keep up their current momentum now that all the dedicate | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "if Apple made iTunes online with everything um then you wouldn't necessarily need to store um y | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "if Apple sells you know eight to ten million by the end of this year as I think uh you know ana | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think the next thing that Apple should maybe be looking into is Boston Dynamics. Now, that mi | derived | calc | 2026-09-28 | 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 | superseded | 0.50 |
metric.venture.funding_amount_usd | 4000000 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_amount_usd | 200000000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 125000000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 50000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 100000000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 198000000 | derived | calc | 2026-09-20 | derived | 0.50 |
metric.venture.funding_recency_days | 1018.0651 | derived | calc | 2026-07-25 | superseded | 0.99 |
platform.index_excluded | true | derived | calc | 2026-09-28 | normalized | 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 | superseded | 0.26 |
score.venture_signal | 3.2 | derived | calc | 2026-09-18 | superseded | 0.26 |
score.venture_signal | 56.9 | derived | calc | 2026-09-19 | superseded | 0.26 |
score.venture_signal | 50.5 | derived | calc | 2026-09-19 | superseded | 0.26 |
score.venture_signal | 0 | derived | calc | 2026-09-19 | superseded | 0.26 |
score.venture_signal | 47.4 | derived | calc | 2026-09-19 | superseded | 0.26 |
score.venture_signal | 56.8 | derived | calc | 2026-09-20 | derived | 0.26 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.attributed_claims | 229 | observed | intelligence.claims | 2026-09-26 | parsed | 0.90 |
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 |
signal.commentary | {"context": null, "run_ref": "01M2ASKPE7A1HVQPRRETG5HDHS", "signals": [{"quote": "If Siri becomes an open source LLM and everything on my phone that's powered by AI is using a local model, that could | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
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 |
signal.commentary | {"context": null, "run_ref": "01M2ASKPE7A1HVQPRRETG5HDHS", "signals": [{"quote": "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 th | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
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 |
signal.commentary | {"context": null, "run_ref": "01M2ASKPE7A1HVQPRRETG5HDHS", "signals": [{"quote": "I travel with all three. Phone, tablet, and computer. Right. Phone, tablet, laptop. That's the suite of devices. I don | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ASKPE7A1HVQPRRETG5HDHS", "signals": [{"quote": "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 d | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ASKPE7A1HVQPRRETG5HDHS", "signals": [{"quote": "I think with all Apple, with new Apple products, and this is like, this is a new product category, to be honest, I nee | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JGG3A8HXBKZFNHCJ032HDR", "signals": [{"quote": "have it on your mac studio yes it's too expensive now but it'll go down 50 every two years in terms of cost and the po | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JGG3A8HXBKZFNHCJ032HDR", "signals": [{"quote": "twelve thousand dollars which i just bought it's a little too expensive right now", "stance": "neutral", "confidence": | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2T7FD5VC6N8WPCF12155X6N", "signals": [{"quote": "What is the repeated use case of that product, do you think? Like, what is it that gets people, because, you know, yea | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2T7FD5VC6N8WPCF12155X6N", "signals": [{"quote": "not with Siri, which is still kind of broken, but this actually works", "stance": "bearish", "confidence": 0.9, "signa | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TFBQ3PKFN37P6H13BPB0C0", "signals": [{"quote": "I think you know what you've seen so far with both Apple and Google releasing api's but not applications is kind of th | observed | artifact ↗ | 2020-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJRQR200G22DKJAJ7J7A7P", "signals": [{"quote": "Apple specifically I suppose the iPod and iPhone", "stance": "bullish", "confidence": 1, "signal_class": "assessment", | observed | artifact ↗ | 2020-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TKRPHZK7QKCW5F5Q1NH6VG", "signals": [{"quote": "zoom also had servers in China which they use to route calls that did not take place in China and that raised a lot of | observed | artifact ↗ | 2020-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TKRPHZK7QKCW5F5Q1NH6VG", "signals": [{"quote": "I think what's interesting with zoom is that if it's a b2b transaction there's that forethought in terms of a b2c wher | observed | artifact ↗ | 2020-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TKRPHZK7QKCW5F5Q1NH6VG", "signals": [{"quote": "I remember the first time I use zoom I was on a Google hangout and I popped on a zoom right after and the performance | observed | artifact ↗ | 2020-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TKRPHZK7QKCW5F5Q1NH6VG", "signals": [{"quote": "I can tell you if it's going through China they are definitely snooping on calls", "stance": "bearish", "confidence": | observed | artifact ↗ | 2020-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TKRPHZK7QKCW5F5Q1NH6VG", "signals": [{"quote": "only large businesses that are paying customers will get access to end-to-end encryption the strongest form of privacy | observed | artifact ↗ | 2020-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNKVKQ859FFAASXD39054T", "signals": [{"quote": "Apple this is like Apple's biggest strategic mistake of all time second to firing Steve Jobs well they controlled the | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNKVKQ859FFAASXD39054T", "signals": [{"quote": "this is why Apple is gonna fell on TV as well is because they don't want to ever be associated with controversial cont | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNKVKQ859FFAASXD39054T", "signals": [{"quote": "in 2018 slightly over 50% of pocketless podcast listens came from Apple podcast app", "stance": "neutral", "confidence | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPR5JPTD94C8BEA1KGK8ET", "signals": [{"quote": "there are some companies like Apple which don't need to spend money on marketing but they do it why what does Apple sp | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQXMK6FZA1DWDHVW56BCSM", "signals": [{"quote": "like Apple has no ability to make iPhones in this country and that's Apple with unlimited resources they don't know wh | observed | artifact ↗ | 2020-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQXMK6FZA1DWDHVW56BCSM", "signals": [{"quote": "certainly apples pursuing the highest quality goods to the lowest possible price to pursue margin because that's what | observed | artifact ↗ | 2020-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TSGHN8ZTBQ9VFAJG8PYYKZ", "signals": [{"quote": "the best example that nobody ever brings up is you know Apple and Google Eric Schmidt was I think on Apple's board yes | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TSGHN8ZTBQ9VFAJG8PYYKZ", "signals": [{"quote": "you go talk to Apple and he was selling to Sun Microsystems for four-and-a-half billion dollars", "stance": "neutral", | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TSGHN8ZTBQ9VFAJG8PYYKZ", "signals": [{"quote": "Microsoft gave Apple money to stay alive", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TW0PC8S5RYSGXV0FN8GVR2", "signals": [{"quote": "I believe in the Apple Store yep so you can go visit in two places online and off", "stance": "neutral", "confidence": | observed | artifact ↗ | 2020-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TW0PC8S5RYSGXV0FN8GVR2", "signals": [{"quote": "we started looking for ways to make it simple like Siri or Alexa commands or integration through healthkit through tho | observed | artifact ↗ | 2020-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TW0PC8S5RYSGXV0FN8GVR2", "signals": [{"quote": "getting into the Apple store was in a way like a a vote of confidence for the consumerization of healthcare mm-hmm as | observed | artifact ↗ | 2020-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TXBXM0330EGKXH2VBYR0CB", "signals": [{"quote": "I think that most companies don't put backdoors intentionally I think these backdoors exist because of bugs in softwar | observed | artifact ↗ | 2019-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TXBXM0330EGKXH2VBYR0CB", "signals": [{"quote": "I think they are very powerful in protecting us I don't think that they cannot be compromised right I think it just ma | observed | artifact ↗ | 2019-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TXBXM0330EGKXH2VBYR0CB", "signals": [{"quote": "Google is getting very detailed about the audit trail that actually apples following suit", "stance": "neutral", "conf | observed | artifact ↗ | 2019-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TXBXM0330EGKXH2VBYR0CB", "signals": [{"quote": "I was an Israeli company bought by Apple", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2019-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TXBXM0330EGKXH2VBYR0CB", "signals": [{"quote": "Apple controls every piece of software that runs on our iPhone you need to go through the App Store there's no other l | observed | artifact ↗ | 2019-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TXBXM0330EGKXH2VBYR0CB", "signals": [{"quote": "we don't use anti-malware on our Android or iOS phone and why I mean this can be hacked and by the way it is", "stance | observed | artifact ↗ | 2019-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TY5ZSZBEKQ9Z1E8473N3TJ", "signals": [{"quote": "Companies like Apple use it. They have it installed on all the iPads in their App Stores. In their Sorry, in the Apple | observed | artifact ↗ | 2019-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYKV0YXPWTK7J3YZPHPED6", "signals": [{"quote": "Apple supported subscriptions yeah I think the subscription worked then really well", "stance": "neutral", "confidence | observed | artifact ↗ | 2019-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYKV0YXPWTK7J3YZPHPED6", "signals": [{"quote": "there was still in the early days I think even for the apps yeah where our second year of the App Store yeah and at th | observed | artifact ↗ | 2019-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYKV0YXPWTK7J3YZPHPED6", "signals": [{"quote": "they're making tens of millions of dollars with the subscription app that I love called musician", "stance": "bullish" | observed | artifact ↗ | 2019-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYKV0YXPWTK7J3YZPHPED6", "signals": [{"quote": "somebody said this was musician was the reason why my wife allowed me to buy a tablet it's really it felt like that's | observed | artifact ↗ | 2019-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYKV0YXPWTK7J3YZPHPED6", "signals": [{"quote": "you raise some small amount of money a half million dollars a million dollar a half million one and a half million", " | observed | artifact ↗ | 2019-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYKV0YXPWTK7J3YZPHPED6", "signals": [{"quote": "you also raise two and a half million dollars from the government in the grant at some point", "stance": "neutral", "c | observed | artifact ↗ | 2019-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYKV0YXPWTK7J3YZPHPED6", "signals": [{"quote": "four million to hit a 30 40 50 million dollar a year run rate incredible", "stance": "bullish", "confidence": 0.7, "si | observed | artifact ↗ | 2019-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYKV0YXPWTK7J3YZPHPED6", "signals": [{"quote": "we believe there is a massive opportunity in the future music education is gonna remain important and creativity or at | observed | artifact ↗ | 2019-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYXPCZZ28NQFKZ32KPRSZK", "signals": [{"quote": "if you don't know what that is it is a paid subscription sports publication which Alex seems the worst possible idea t | observed | artifact ↗ | 2019-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYXPCZZ28NQFKZ32KPRSZK", "signals": [{"quote": "we felt that there was this opportunity to cover those teams in a in a way that places like 538 or Grantland used to o | observed | artifact ↗ | 2019-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYXPCZZ28NQFKZ32KPRSZK", "signals": [{"quote": "we launched in Chicago in 2016 great sports now a great sports town generally under covered yeah I'm weird yeah and th | observed | artifact ↗ | 2019-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYXPCZZ28NQFKZ32KPRSZK", "signals": [{"quote": "you have to be different we at my previous time at Strava we're learned how to build a subscription business we also b | observed | artifact ↗ | 2019-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYXPCZZ28NQFKZ32KPRSZK", "signals": [{"quote": "the things they said were very very consistent number one there's so much content out there right if you're a team you | observed | artifact ↗ | 2019-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYXPCZZ28NQFKZ32KPRSZK", "signals": [{"quote": "if you look at a company like Netflix or Apple or HBO they pay up for the best people then they keep the best people a | observed | artifact ↗ | 2019-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZV2BN0084G4S5HABFQEDJ", "signals": [{"quote": "one of our core competitive advantages is our product we have a huge UX invest when the products really easy and slick | observed | artifact ↗ | 2019-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V013FZBBVJPSHVJB23VVRY", "signals": [{"quote": "it's about fifteen to twenty percent fifty to twenty percent so it's similar to what overtakes or lyft takes actually | observed | artifact ↗ | 2019-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V245AGMBNPSNC40PE1HZYE", "signals": [{"quote": "they're not actually taking the risk on user acquisition so typically it's the developer who's taking on all of the ri | observed | artifact ↗ | 2019-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V245AGMBNPSNC40PE1HZYE", "signals": [{"quote": "I think it used to be extremely valuable to get featured on Apple because it was very precious real estate same with G | observed | artifact ↗ | 2019-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V245AGMBNPSNC40PE1HZYE", "signals": [{"quote": "they have an editorial team that is the Apple universe yeah nobody knows nobody knows it's all very secretive", "stanc | observed | artifact ↗ | 2019-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2VTC7PZN9KV0G3B1M1E20", "signals": [{"quote": "they're very protective of their App Store ... they just don't want to flood the store they have a hard time dealing w | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2VTC7PZN9KV0G3B1M1E20", "signals": [{"quote": "there's not much of a discovery benefit to the App Store because there's millions of apps that you have to acquire use | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2VTC7PZN9KV0G3B1M1E20", "signals": [{"quote": "it's just a matter of Apple having to be pressured enough socially to allow that after the first class it isn't becaus | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2VTC7PZN9KV0G3B1M1E20", "signals": [{"quote": "I question the entire like the entire value of the App Store in general it's almost like you like the App Store feels | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2VTC7PZN9KV0G3B1M1E20", "signals": [{"quote": "I think they like for them it's like the Polish brand of everything you know working since like a religious thing they | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V5B9366A6KA1ZE2SC323E4", "signals": [{"quote": "they're probably spending hundreds of millions internally and millions with you and they're getting more value from yo | observed | artifact ↗ | 2019-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V8YE6MWGPBM70EAAT54ZCY", "signals": [{"quote": "but then Apple in year six or seven of the turns on subscriptions and says now we'll charge your card monthly here's t | observed | artifact ↗ | 2019-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V8YE6MWGPBM70EAAT54ZCY", "signals": [{"quote": "if you look recently Apple offered a news product which was subscription Apple news Plus and they called it and it inc | observed | artifact ↗ | 2019-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V95TR3Z7NMVJCYXCR6ZE1P", "signals": [{"quote": "app discovery is a hard thing for people to solve... the content is really fragmented and the cost of development is r | observed | artifact ↗ | 2019-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V95TR3Z7NMVJCYXCR6ZE1P", "signals": [{"quote": "Apple has done a better job of the duplicate app concept than Google", "stance": "neutral", "confidence": 0.8, "signal | observed | artifact ↗ | 2019-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V95TR3Z7NMVJCYXCR6ZE1P", "signals": [{"quote": "Apple seems to have made a ton of changes to the App Store like I can't find the rankings anymore why did they get rid | observed | artifact ↗ | 2019-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V95TR3Z7NMVJCYXCR6ZE1P", "signals": [{"quote": "Apple features their team does a very good job of hand selecting games that are fun to play or apps that are good to u | observed | artifact ↗ | 2019-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V95TR3Z7NMVJCYXCR6ZE1P", "signals": [{"quote": "they also have this offloading of the apps I thought that was like a brilliant concept where if you don't use an app f | observed | artifact ↗ | 2019-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V95TR3Z7NMVJCYXCR6ZE1P", "signals": [{"quote": "think how good games can become as Hardware improves well look back to the games that existed in 2012 to today the gam | observed | artifact ↗ | 2019-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V95TR3Z7NMVJCYXCR6ZE1P", "signals": [{"quote": "Apple's App Store search results for ads or the probably the highest quality form of advertising in the ecosystem toda | observed | artifact ↗ | 2019-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V9CFMS21PH0NG67PA0Y8VD", "signals": [{"quote": "look at what Apple's gonna do with folding screens it's gonna be crazy it's gonna be crazy it's they're gonna make one | observed | artifact ↗ | 2019-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VAQ0ZBKYCTMVXPK9XCHXD1", "signals": [{"quote": "they also don't look at the you know how much cash Apple or Facebook or Google are throwing off now you start looking | observed | artifact ↗ | 2019-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VAQ0ZBKYCTMVXPK9XCHXD1", "signals": [{"quote": "that's the classic Apple story where the day after the IPO right everybody's driving for a you're not gonna have a fat | observed | artifact ↗ | 2019-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBWCT56KQP3A2RNR6YE05B", "signals": [{"quote": "you can see how you know Steve Jobs and Apple he left her and then disaster it was like vomit product vomit it was you | observed | artifact ↗ | 2019-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VC8Z16G236BN2T0Z2WZJQF", "signals": [{"quote": "why does Apple need 250 billion dollars why are they not buying companies I mean they should the truthfully they have | observed | artifact ↗ | 2019-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCJ3HCJQCCTB1HVV4D93NE", "signals": [{"quote": "they were collecting tons of information to help the yeah get the map better and better", "stance": "neutral", "confid | observed | artifact ↗ | 2019-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VD79ZAR33BS5B3M5C0Z5GY", "signals": [{"quote": "I do think that there is a possible future where a company like Apple five years from now based on what they learn fro | observed | artifact ↗ | 2019-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDAMZ150GW270P33CT73BM", "signals": [{"quote": "it's astounding how good of a track record they put up I mean you compare them to like we could all compare them to th | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDAMZ150GW270P33CT73BM", "signals": [{"quote": "Apple got in trouble for knowing yes rattling the device CPU so would consume less power but they corrected that and n | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDAMZ150GW270P33CT73BM", "signals": [{"quote": "they allowed they knew that battery degradation was driven by CPU utilization so they said hey let's just gently glide | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDAMZ150GW270P33CT73BM", "signals": [{"quote": "it wasn't they were just trying to get more life out of your existing back", "stance": "neutral", "confidence": 0.5, " | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDAMZ150GW270P33CT73BM", "signals": [{"quote": "I think in intentional obsolescence is something that's been practiced for many many years and I think the Apple guys | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDAMZ150GW270P33CT73BM", "signals": [{"quote": "I recently embraced the Chrome OS and I took our old Macs and there's a company that builds a little toolkit that lets | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDAMZ150GW270P33CT73BM", "signals": [{"quote": "Apple in response to all of their iPhone malaise problems and people not feeling the need to upgrade seems to have don | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDAMZ150GW270P33CT73BM", "signals": [{"quote": "they're going to get rid of the next high-growth product a self-driving car", "stance": "bearish", "confidence": 0.5, | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDAMZ150GW270P33CT73BM", "signals": [{"quote": "self-driving is a multitrillion-dollar market opportunity and you know there's gonna be a couple winners and the vast | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDAMZ150GW270P33CT73BM", "signals": [{"quote": "Apple either needed to basically be willing to invest tens of billions of dollars potentially hundreds of billions of | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VE979H6VN2H60AA7Q68H4M", "signals": [{"quote": "I think we reached peak cost of the iPhone yeah yeah it definitely feels like peak cost", "stance": "bearish", "confid | observed | artifact ↗ | 2019-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VE979H6VN2H60AA7Q68H4M", "signals": [{"quote": "a lot of people are arguing that the Google picks all the latest Google pixel has better features", "stance": "bearish | observed | artifact ↗ | 2019-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VESHJAZEP0HHYC4FS9CYEZ", "signals": [{"quote": "I think we are living in a world of very rapid consolidation around very dominant Network effects and that would be Go | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VESHJAZEP0HHYC4FS9CYEZ", "signals": [{"quote": "you're gonna see more of these obviously there's a lot of conversation and pop among policy makers about are these ins | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VESHJAZEP0HHYC4FS9CYEZ", "signals": [{"quote": "androids a little bit more open than Apple you know you could actually make the argument it may you know there are thi | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VESHJAZEP0HHYC4FS9CYEZ", "signals": [{"quote": "the new pixel phone always seems like they're just slightly better than the iOS devices", "stance": "neutral", "confid | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFJHCS27ZPGTHSP4HRPDDB", "signals": [{"quote": "from a company perspective I think it's gonna be Apple I think Apple gets overlooked and yeah they look at Apple's don | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFJHCS27ZPGTHSP4HRPDDB", "signals": [{"quote": "Apple does not want to take your data off your phone and do a bunch of machine learning on it they respect privacy the | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFJHCS27ZPGTHSP4HRPDDB", "signals": [{"quote": "Apple is really if you think about pushing AI to the edge IOT on device AI stuff Apple has a stronger incentive to do | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHB45AH4D1XE2F2WDNMAAD", "signals": [{"quote": "I think Apple picked us I think we've made a great product but also I think they were trying to send a message that yo | observed | artifact ↗ | 2018-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHB45AH4D1XE2F2WDNMAAD", "signals": [{"quote": "they should open that they should open up screen time with an API and let developers who are doing stuff like us like | observed | artifact ↗ | 2018-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJA64FJXJJRG86XXTGA6BG", "signals": [{"quote": "Apple not sharing revenue with publishers pathetic Apple News built into your iPhone great product ... but here's the | observed | artifact ↗ | 2018-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJA64FJXJJRG86XXTGA6BG", "signals": [{"quote": "Apple figured out hey if we put an apple news app inside of the phone it's defaulted that you get redirected there we | observed | artifact ↗ | 2018-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJA64FJXJJRG86XXTGA6BG", "signals": [{"quote": "Apple shares revenue on YouTube and in their app store but journalists in Google News don't get paid and journalists i | observed | artifact ↗ | 2018-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKCP4KR6SN7YAGDR3ZVQFN", "signals": [{"quote": "Apple is the best purchaser of tests all right that would be the most logical company to buy it", "stance": "bullish", | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKCP4KR6SN7YAGDR3ZVQFN", "signals": [{"quote": "Tesla like Apple is sexy like us", "stance": "bullish", "confidence": 0.5, "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKCP4KR6SN7YAGDR3ZVQFN", "signals": [{"quote": "I would get most excited about Apple because then I would wonder how how would it integrate with my iPhone and MacBook | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "it was an amazing quarter for Apple", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_nam | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "they did nine point two billion I believe in services this quarter which puts them on like a forty billion dollar run | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "the services revenue I think is going to be very compelling because it's high margin in all likelihood and it's sustai | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "that will give Apple revenue for years to come", "stance": "bullish", "confidence": 1, "signal_class": "prediction", " | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "this is a wonderful ecosystem that they built over time", "stance": "bullish", "confidence": 1, "signal_class": "endor | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "I have to wonder if they're going to be servicing and just pulling out as much money from the top end of the market wi | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "the price earnings ratio seems to have gotten a lot higher Apple's bought back a lot of stock which drives that", "sta | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "Apple's going to be here in ten years because nobody has built a product that is as compelling I use the pixel to and | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "a couple years ago I did believe that Apple would become the first trillion-dollar company that was back in 2012 I wro | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "Apple is probably gonna flirt with this trillion dollar valuation up and down over the next year or two", "stance": "b | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "what does it mean for startups it means that they're gonna have a ton of money to buy companies and you will see the A | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKH98QBC3YP80RS78MHNRR", "signals": [{"quote": "it's hard to tell if Netflix Amazon or Apple are overinflated we know that there are high p/e ratios but these are rea | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM4HQP2FQ3HS2YDAZ5QEFZ", "signals": [{"quote": "Apple is working on glasses and you've heard Tim Cook say over and over again they're pretty candid when they give tip | observed | artifact ↗ | 2018-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMJVKW9YYKGZRV9MFH2096", "signals": [{"quote": "there is a rumor that apples working on something like this continuous glucose monitor", "stance": "neutral", "confide | observed | artifact ↗ | 2018-07-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMJVKW9YYKGZRV9MFH2096", "signals": [{"quote": "if Apple made something like this this would could change the diabetic picture as well because people would actually b | observed | artifact ↗ | 2018-07-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMMHJQJXYMKTNFVKJJ6807", "signals": [{"quote": "you have companies like Apple who are saying our value proposition is that your data is stored on your phone not in ou | observed | artifact ↗ | 2018-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VN9VB2BM3JR1BPWZDDJCD4", "signals": [{"quote": "my general sense is that you're building something that's between tinder and Instagram am I correct", "stance": "neutr | observed | artifact ↗ | 2018-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VN9VB2BM3JR1BPWZDDJCD4", "signals": [{"quote": "so is this tinder for people who are too proud to use a dating app or is it a more Instagram with a virtual currency", | observed | artifact ↗ | 2018-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VN9VB2BM3JR1BPWZDDJCD4", "signals": [{"quote": "I'm actually surprised at Facebook jumped all the way to dating obviously probably more monetizable than just friendsh | observed | artifact ↗ | 2018-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPAGHAXXPG5HCQ0RZ45H4C", "signals": [{"quote": "Apple has done it many times", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "speaker_name": " | observed | artifact ↗ | 2018-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQ21KWNWYB8KEJ48NR17ZQ", "signals": [{"quote": "it's also telling that that JG has now moved to Apple I don't understand is how is that legal that he just is able to | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQ21KWNWYB8KEJ48NR17ZQ", "signals": [{"quote": "do we know what Apple offered jg no you know at that level yeah I would say those deals would be tens of millions on s | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRP439E9GDR88RFD67N5AV", "signals": [{"quote": "if you look at Apple 263 eighty five billion dollars in cash majority of which obviously comes from the iPhone franchi | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRP439E9GDR88RFD67N5AV", "signals": [{"quote": "Apple flex aspire massive cash holdings on Thursday in a bid to dampen Wall Street's disappointments iPhone sales the | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRP439E9GDR88RFD67N5AV", "signals": [{"quote": "I said this years ago if they repatriate all this money it is gonna create an M&A Bonanza like Whole Foods was just th | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRP439E9GDR88RFD67N5AV", "signals": [{"quote": "Apple saying that they're going to build all these factories here and create all these jobs here why didn't they do th | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRP439E9GDR88RFD67N5AV", "signals": [{"quote": "I think it's 15 is the number Apple is going to get and the this this creating of jobs repatriation I think this is go | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRP439E9GDR88RFD67N5AV", "signals": [{"quote": "I think these companies will bring back percentage maybe a significant percentage of them bring back all the apples at | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRP439E9GDR88RFD67N5AV", "signals": [{"quote": "I think in most of those cases it's not a lack of capital that's kept them from making acquisitions it's today it's a | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRP439E9GDR88RFD67N5AV", "signals": [{"quote": "they're probably not gonna build factories here although they did make the the Apple was at the toilet paper tube that | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSG5YA4QAE5WKXBW7VDKR0", "signals": [{"quote": "I said it's the best product that Apple has created since the iPad", "stance": "bullish", "confidence": 1, "signal_cla | observed | artifact ↗ | 2017-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSG5YA4QAE5WKXBW7VDKR0", "signals": [{"quote": "there's something about not having the wires that's really the killer", "stance": "bullish", "confidence": 1, "signal_ | observed | artifact ↗ | 2017-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSG5YA4QAE5WKXBW7VDKR0", "signals": [{"quote": "it increases the amount of time I'm listening to stuff", "stance": "bullish", "confidence": 1, "signal_class": "assess | observed | artifact ↗ | 2017-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSG5YA4QAE5WKXBW7VDKR0", "signals": [{"quote": "it doesn't have wires and you don't have to fumble and move your phone when you're using it", "stance": "bullish", "co | observed | artifact ↗ | 2017-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "AR seems to be awfully awfully compelling to Apple for some reason maybe it's because they lost the VR race to oculus | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "they were certainly exploring it and looking at the space and a couple of at least a couple of years ago made a decisi | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "I think that they found that at the end of the day it was not going to be something that was gonna be a product that p | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "I think that they could compete but it ends up looking more like a game console business and and I think that is where | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "I'm certain they won't be coming out next year highly skeptical that they'll be coming out in 2019 in a usable form fo | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "if they're gonna have a market winning product then I'd say five years at the minimum", "stance": "bearish", "confiden | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "Taiwanese manufacturer quanta quanta quantity which is the primary assembler of the Apple watch revealed it is working | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "I think that Apple became complacent and lost ground.", "stance": "bearish", "confidence": 0.7, "signal_class": "criti | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "if I had to guess there's something related to the Siri implementation", "stance": "neutral", "confidence": 0.6, "sign | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "they got lazy they coasted they didn't build the proper back-end architecture to canary on improving in this is where | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "this kind of typifies where why Apple has gone wrong in the last sort of 666 or so years it's just they they drop the | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "it starts to get to in areas where Apple is not necessarily as capable as Amazon or Google which is software which is | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTP37VFV0407ZX8Q8K309B", "signals": [{"quote": "Apple which is sitting on a lot of data is not necessarily able to do a lot of it because of the the promises that the | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VW07YAZKP944XRFK5JFN9X", "signals": [{"quote": "Apple doesn't release a development kit unless they have something very interesting coming", "stance": "bullish", "con | observed | artifact ↗ | 2017-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VW07YAZKP944XRFK5JFN9X", "signals": [{"quote": "what they released is really awesome", "stance": "bullish", "confidence": 0.85, "signal_class": "endorsement", "speake | observed | artifact ↗ | 2017-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VW07YAZKP944XRFK5JFN9X", "signals": [{"quote": "this is a very serious effort by Apple they're not playing think they play around too much", "stance": "bullish", "con | observed | artifact ↗ | 2017-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VW07YAZKP944XRFK5JFN9X", "signals": [{"quote": "it's a very good piece of code that it fits very well with their current hardware", "stance": "bullish", "confidence": | observed | artifact ↗ | 2017-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWHJ3BAVF9YD3D83VCCBJP", "signals": [{"quote": "they were clearly sort of creating a new strata within their product lines which i think is really interesting", "stan | observed | artifact ↗ | 2017-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYA5XZGXCD8XGGX0A0DG8Y", "signals": [{"quote": "Apple prevents that. That's why I like the Apple platform.", "stance": "bullish", "confidence": 1, "signal_class": "fa | observed | artifact ↗ | 2017-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYDT67MZ12TXX5P28WW4TV", "signals": [{"quote": "Apple pay drop them apples donating two million to the Southern Poverty Law Center the anti-defamation league", "stanc | observed | artifact ↗ | 2017-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYXSWJ2XVCCGFJ4SWBFR2Q", "signals": [{"quote": "I definitely don't think apple is a horrible company ... and like apple cares deeply about ... the conditions in these | observed | artifact ↗ | 2017-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYXSWJ2XVCCGFJ4SWBFR2Q", "signals": [{"quote": "we should still buy iPhones iPhones are amazing right they're great to have", "stance": "bullish", "confidence": 0.9, | observed | artifact ↗ | 2017-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYXSWJ2XVCCGFJ4SWBFR2Q", "signals": [{"quote": "now apple and foxcon have tried to cut down on that a lot", "stance": "neutral", "confidence": 0.8, "signal_class": "f | observed | artifact ↗ | 2017-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYXSWJ2XVCCGFJ4SWBFR2Q", "signals": [{"quote": "Apple has hundreds of billions of dollars in cash", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_clai | observed | artifact ↗ | 2017-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYXSWJ2XVCCGFJ4SWBFR2Q", "signals": [{"quote": "apple can and actually has so after the series came out foxcon announced they would be doubling salaries for workers i | observed | artifact ↗ | 2017-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "what a Ark it is is the platform that lets developers build these AR apps for existing iPhones", "stance": "neutral", | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "you don't even need the new iPhone to play AR kit", "stance": "bullish", "confidence": 1, "signal_class": "fact_claim" | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "there's anything valuable not yet because it's only two weeks old", "stance": "neutral", "confidence": 1, "signal_clas | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "we're going to decimate the rest of the VR narn times 20 realistically 20 times the market", "stance": "bullish", "con | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "is this going to be another Apple close garden because if so they're just also the whole thing of course it is", "stan | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "Apple in September when iOS 11 is coming out is going to deliver around 200 million people who can play a arkad apps", | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "they're coming out with a phone that has two 3d sensors no other phone has two 3d sensors", "stance": "bullish", "conf | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "for the base level AR spec they are AR experience you're looking 2018 probably 2019 in fact for developers to get that | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "there's an app already called pair and pair is working with Apple on a our kit", "stance": "neutral", "confidence": 1, | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "I'm hearing from apples that are coming are about $600 they're going to be three ounces they're only going to have a 4 | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "it's a 70% chance that we're going to see that in September", "stance": "bullish", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZPB66C435C2K3F6F99B0P", "signals": [{"quote": "they have not put them into the manufacturing lines yet that's when it leaks", "stance": "neutral", "confidence": 0.7, | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W3QE9EAN1X847GZT5BNQSK", "signals": [{"quote": "And we need each of those people to sign an NDA and they're very serious about it at Apple because they want to have a | observed | artifact ↗ | 2017-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W42NCPMMR0Q5MCKMFGFHCE", "signals": [{"quote": "Siri also is falling way behind Google Assist.", "stance": "bearish", "confidence": 0.8, "signal_class": "assessment", | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W42NCPMMR0Q5MCKMFGFHCE", "signals": [{"quote": "the big problem with Siri is it's a closed architecture. Apple makes their products closed. Siri's very closed compare | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W42NCPMMR0Q5MCKMFGFHCE", "signals": [{"quote": "Siri can only exist on the currently Apple TV, Apple laptops and desktops in the latest version and uh on the iPhone a | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W42NCPMMR0Q5MCKMFGFHCE", "signals": [{"quote": "my guess is they're thinking about it. They're working on it. Their approach to these types of things has always been | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W42NCPMMR0Q5MCKMFGFHCE", "signals": [{"quote": "If you were a betting man and we were going to make a $100 bet that they would open it up or they would keep it closed | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W42NCPMMR0Q5MCKMFGFHCE", "signals": [{"quote": "You're not going to be able to hit Find My iPhone. That's hard to do with um I with with iOS because that's a locked u | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W42NCPMMR0Q5MCKMFGFHCE", "signals": [{"quote": "I think those are going to be on the internet independent of the phone and you're going to be able to leave the house | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W42NCPMMR0Q5MCKMFGFHCE", "signals": [{"quote": "I think they're still a little bit in the dorky zone. Um you know, people are kind like, 'Look at that guy.' But I lik | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4NG8B107404C312N6QCBQ", "signals": [{"quote": "the Mac has gotten I mean God the MacBook what a disaster it's like did you buy a new Macbook no is this like isn't it | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4NG8B107404C312N6QCBQ", "signals": [{"quote": "I think they they my guess is they have one more killer product in them I hope so I think it's going to be these augme | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4NG8B107404C312N6QCBQ", "signals": [{"quote": "they have a huge amount of money ridiculous", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_claim", "s | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4NG8B107404C312N6QCBQ", "signals": [{"quote": "Google inside of its silos and apple inside of its silos and Microsoft inside of its silos... they have their signal b | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4NG8B107404C312N6QCBQ", "signals": [{"quote": "user expectations for each of these you know these well- defined businesses these well- evolved businesses already bee | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4NG8B107404C312N6QCBQ", "signals": [{"quote": "the wars are over they ended a while ago there will never be a one Microsoft Google one apple world ever again", "stan | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4NG8B107404C312N6QCBQ", "signals": [{"quote": "Apple certainly is one of the most restrictive of all the different major silos that said you can see them opening up | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "Apple we've been on a blacklist now for over I think it's 10 years so Steve Jobs said iay on the register too honest o | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "the MacBook was a spectacular disaster and also did it take them four years exactly to upgrade it what would they do t | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "if they lose what you're calling the creatives the core people that have kept them going decade after decade after dec | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "number two we've already kind of touched on it's got to be dongles ... what is the point of having you know an ultr sl | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "number three honestly it's got to be leadership ... Tim Cook is a fantastic operations guy but he doesn't have that ki | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "I see him out having lunch ... I'm like get your ass back to copertino and make something", "stance": "bearish", "conf | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "the Smartwatch hasn't exactly covered apple with Glory... other decisions with a book on the touch strip on the MacBoo | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "But I always get very nervous when companies start building massive hqs of course because it's a sign that they're in | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "we'll stop whing on the pathetic performance of Apple in 2016", "stance": "bearish", "confidence": 0.7, "signal_class" | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "Apple discontinued was their apple airports which constantly did not work for me and were a source of much marital Dis | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "we could talk about apples Foles all day long but the company's an utter complete disaster just getting out of the rou | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "I think the roters kind of like a redheaded stepchild at Apple nobody particularly wanted to work on them... they woul | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W55A5A7Y2VEM5DA8DE3G86", "signals": [{"quote": "if you're at Apple and you see a Kickstarter to fix your product that is about to break milon you know you're doing so | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "the iPhone you know it's great is it's gonna do great things but this idea that it can just keep improving ad infinitu | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "I get the sense that there is no compelling reason for people to upgrade their phones right now and the statistics are | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "one thing that Apple does do right is it gets things to work right they pretty much work out of the box and that's one | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "they have gotten rid of the headphone jack which is the most sturdy and reliable connector probably in our industry... | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "what bothers me about the way they operate is that there's always this danger that when you plug something in... it's | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "Apple likes to control things and there are good reasons but there are times when it goes too far", "stance": "mixed", | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "I was looking at the price drop... they talked about it being water-resistant that's great I would really prefer they | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "the thing that I find particularly underwhelming about this event is making the phone water and dust resistant is some | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "there was literally nothing at this they didn't need to have this key note", "stance": "bearish", "confidence": 0.8, " | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "I think what may have happened is because you put Tim Cook in charge you've put somebody who is an efficiency expert i | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "I think people are too hard on poor Tim Cook he's not he's not Steve Jobs okay he's he's a supply chain guy he was the | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "I think Apple's progress in AI is the thing that if they don't manage to keep up 10 years from now we're going to see | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "the impression I get from the outside and Kate probably knows more is that they're not bleeder and I think if you beli | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "they have not been able to release that television nor have they been able to negotiate the OTT over-the-top you know | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "then we have this project Titan they're gonna build a car and they fail at negotiating with BMW or Mercedes something | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "then you have the phone which is now falled fallen hopelessly behind Samsung where there are literally releasing thing | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "then you have the watch which is also been tremendously underwhelming and is not as good as fitbit's they're like lite | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "I'll add to that a sixth place where I think Apple is absolutely failing and shouldn't be which is oculus HTC and Sony | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "I think it's more of a disappointment right like you could see Apple being a company that really wins in cars and it's | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "I think you're right they this is the type of thing that they would seem to be suited to write what you want is your y | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "graphics yes having their own chipset exactly have their own chipsets they have the the a chipset series and then have | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7YXEK5V6D508A8N4C34PM", "signals": [{"quote": "i think the word is embarrassment now and this is what happens I think well you're definitely not to be elected mayor | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "he was mercurial at that point I mean this was valid point he was mercurial yes I saw him at that early stages and I s | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "there's that public part of Steve's story which is the huge mercurial yeah and so there's the impression that that Ste | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "he went off with next and Pixar and he failed he overreached he made some mistakes but he's so frigging smart that he | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "the Steve became more empathetic you don't think of people of changing this or like a personal characteristic right bu | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "he understood that he had to be a partner and he used to like go for the ring I like go for everything swing for the f | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "once he's made this change everybody who saw it stayed with him for the rest of his life", "stance": "neutral", "confi | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "the public didn't know about what the new Steve was like just the people that worked with him and nobody left right so | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "he had just been through the most unloved painful being ousted from his own company Apple", "stance": "neutral", "conf | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "some jobs bought the company for five million bucks yes which in the 80s was a lot of money it was still a good deal t | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "from the point of view of a small film making those shorts made no sense whatsoever okay all right just me from a busi | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "Steve recognized the making the film what's at the core of our passion ... he allowed us and enable us to do something | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "venture capitalist would never have made these bets it needed somebody like Steve Jobs to make these bets", "stance": | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "luxo was actually the transformational piece it changed people's perceptions about computer animation it changed the d | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8RDN51BJMJ19PA2140HES", "signals": [{"quote": "the thing that tipped over was that when people watched it the most common question was is that lamp a father or a mot | observed | artifact ↗ | 2016-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9RZC76QTTPPQWG7VQ7RCA", "signals": [{"quote": "the Apple company is going to be one of the first trillion dollar companies on the planet them or Amazon because one c | observed | artifact ↗ | 2016-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9RZC76QTTPPQWG7VQ7RCA", "signals": [{"quote": "the Mac Mini was designed to be the super powerful computer for 400 bucks that's this big that's so small you just put | observed | artifact ↗ | 2016-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9RZC76QTTPPQWG7VQ7RCA", "signals": [{"quote": "how does Apple make money they sell you the product and the profits in the product how does Google make money they hav | observed | artifact ↗ | 2016-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WAGM59S0JW8AGY86A8FF7W", "signals": [{"quote": "the only CEO in in Silicon Valley who I think doesn't take that view is probably Tim Cook who's already told investors | observed | artifact ↗ | 2016-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBAJES584MEAHZA2VKQ05W", "signals": [{"quote": "Siri is garbage. Siri is a garbage dumb dummy. She's so stuck up.", "stance": "bearish", "confidence": 0.7, "signal_cl | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBAJES584MEAHZA2VKQ05W", "signals": [{"quote": "Siri is just not like an open platform. So the amount of stuff that comes out every week, I'd say every month, more st | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBAJES584MEAHZA2VKQ05W", "signals": [{"quote": "This is why Apple is so horrible at M&A. It's such an obvious purchase for them. But they're so persnickety and stuck | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBAJES584MEAHZA2VKQ05W", "signals": [{"quote": "Not designed by Johnny Ive is like Apple's credo.", "stance": "bearish", "confidence": 0.6, "signal_class": "criticism | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBAJES584MEAHZA2VKQ05W", "signals": [{"quote": "I think Sonos has to get bought by Amazon. I think Amazon should buy Sonos or Apple.", "stance": "neutral", "confidenc | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WC6415J3ZMBZ57Z6RQVEST", "signals": [{"quote": "we partner with Commodore and their Commodore 64 computer creat something called qink we partner with Radio Shack to c | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WC6415J3ZMBZ57Z6RQVEST", "signals": [{"quote": "it's Apple pulled the plug on us and decided they didn't want us to use the Apple brand name anymore there was conflic | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WC6415J3ZMBZ57Z6RQVEST", "signals": [{"quote": "we knew AB a partnership with apple would be a big deal pretty important at the time", "stance": "bullish", "confidenc | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WC6415J3ZMBZ57Z6RQVEST", "signals": [{"quote": "most PC manufacturers including Apple uh viewed the online service world that we now think as the internet world is so | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WC6415J3ZMBZ57Z6RQVEST", "signals": [{"quote": "they regretted having licensed their brand name I don't think they ever licensed the Apple name to anybody else ever s | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WC6415J3ZMBZ57Z6RQVEST", "signals": [{"quote": "Apple didn't like that idea they didn't like the idea of basically giving away software because their business model w | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WC6415J3ZMBZ57Z6RQVEST", "signals": [{"quote": "ultimately led to Apple saying we don't want to do this anymore we want to tear up the contract", "stance": "neutral", | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WC6415J3ZMBZ57Z6RQVEST", "signals": [{"quote": "the reinvention of Apple in the last decade and the and the the iPhone and the App Store and all that has really basic | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WCG6D9ZEXVRVV37EJKWZH4", "signals": [{"quote": "Apple products are around in the' 60s", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2016-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WCXC1YCSPCPBK740TVZRFF", "signals": [{"quote": "we watched Apple's opening sales for the iPhone 6s last fall and we looked at the last four years of foot traffic to A | observed | artifact ↗ | 2016-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WF2NECGAV5R6K0FFT0JW3C", "signals": [{"quote": "this is a robot that takes your old iPhone and breaks it apart so they can recycle all of the metals and valuable part | observed | artifact ↗ | 2016-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHD7YABGAXS7XJZX4FFX0E", "signals": [{"quote": "complaints I have about iCloud is that I have to spend a lot of time thinking about what's on the device what isn't on | observed | artifact ↗ | 2016-01-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHD7YABGAXS7XJZX4FFX0E", "signals": [{"quote": "the Apple has moved Peter to selling direct for the full fair price right like this is going to be the new model", "st | observed | artifact ↗ | 2016-01-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHD7YABGAXS7XJZX4FFX0E", "signals": [{"quote": "I think similar the way Apple I think Apple's kind of stuck you know there's there's nothing really fresh going on the | observed | artifact ↗ | 2016-01-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHD7YABGAXS7XJZX4FFX0E", "signals": [{"quote": "my biggest criticism of iPhone 6 is it's so slippery everybody drops their phone constantly in the iPhone 5 nobody dro | observed | artifact ↗ | 2016-01-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHD7YABGAXS7XJZX4FFX0E", "signals": [{"quote": "they're getting a Apple phone that's 16 gigs which becomes a feature phone after 3 to 6 months", "stance": "bearish", | observed | artifact ↗ | 2016-01-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJA1P9FXME42C6B866W8E5", "signals": [{"quote": "the App Store came out Apple could just set the rankings to whatever they wanted so it was sort of up to their whim", | observed | artifact ↗ | 2015-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJA1P9FXME42C6B866W8E5", "signals": [{"quote": "Apple wants polished stuff you can hold up in a keynote", "stance": "neutral", "confidence": 0.9, "signal_class": "ass | observed | artifact ↗ | 2015-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJA1P9FXME42C6B866W8E5", "signals": [{"quote": "apple held all the cards with the with the way they designed the platform", "stance": "bearish", "confidence": 0.9, "s | observed | artifact ↗ | 2015-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJA1P9FXME42C6B866W8E5", "signals": [{"quote": "I think every platform that's designed going forward will be designed the way Apple did theirs", "stance": "neutral", | observed | artifact ↗ | 2015-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJA1P9FXME42C6B866W8E5", "signals": [{"quote": "it's rigged for the platform owner completely", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism", " | observed | artifact ↗ | 2015-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJJH3STAAKK3BYRVFQHJNF", "signals": [{"quote": "this is the second most successful in my 150 Angel Investments Uber of course is number one Thumbtack also a unicorn", | observed | artifact ↗ | 2015-11-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJJH3STAAKK3BYRVFQHJNF", "signals": [{"quote": "we just announced rais $125 million uh from a group of investors at a $1.3 billion valuation", "stance": "neutral", "c | observed | artifact ↗ | 2015-11-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJS3ATYJ9SPE50DC8PGY3Q", "signals": [{"quote": "I think Apple and Google have explained their stories pretty openly apple is making a luxury High fashion high polish | observed | artifact ↗ | 2015-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJS3ATYJ9SPE50DC8PGY3Q", "signals": [{"quote": "I think I've been pretty vocal about my uh frustrations with the Apple watch which I think a lot of people share which | observed | artifact ↗ | 2015-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJS3ATYJ9SPE50DC8PGY3Q", "signals": [{"quote": "I think that the the I I think to Eric's point that being able to integrate a flow of notifications into your wrist yo | observed | artifact ↗ | 2015-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJS3ATYJ9SPE50DC8PGY3Q", "signals": [{"quote": "there are a handful of apps that I do really uh enjoy on the Apple watch um I mean for example something like dark sky | observed | artifact ↗ | 2015-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJS3ATYJ9SPE50DC8PGY3Q", "signals": [{"quote": "the thing I that's most disappointing to me about the Apple watch right now and the reason I don't really wear it is I | observed | artifact ↗ | 2015-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJS3ATYJ9SPE50DC8PGY3Q", "signals": [{"quote": "in the future every single Watch will be smart and every single thing that you wear on your body will begin to get a l | observed | artifact ↗ | 2015-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJYQS483X602G430FK486T", "signals": [{"quote": "Android's a really big deal 80% of the market ... obviously not the highest end users not the most valuable users whic | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJYQS483X602G430FK486T", "signals": [{"quote": "it is interesting how they have so many problems there and then now if you look at Android it's like you you're being | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJYQS483X602G430FK486T", "signals": [{"quote": "here's what I'll say in the first month it was out four out of five people three out of five people at any dinner part | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMRFXV07DXEPV2B4NJ5RTS", "signals": [{"quote": "I feel like if that was the case in some ways Apple would Auto enable ad blocking right and then they would just have | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMRFXV07DXEPV2B4NJ5RTS", "signals": [{"quote": "I don't think ad blocking is nearly as sexy as say like free music on Napster so I'm not convinced that the wider audi | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMRFXV07DXEPV2B4NJ5RTS", "signals": [{"quote": "I mean I'm loving the camera I have to say that is the biggest thing", "stance": "bullish", "confidence": 0.7, "signal | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMRFXV07DXEPV2B4NJ5RTS", "signals": [{"quote": "I was shocked and this was the angle of our story at how many people basically said they were going in just for the co | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMRFXV07DXEPV2B4NJ5RTS", "signals": [{"quote": "we ended up finding out there is one very cool feature called live ... you take a photo if you hit the live button the | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMRFXV07DXEPV2B4NJ5RTS", "signals": [{"quote": "my understanding is Facebook and Instagram are going to be supporting this", "stance": "neutral", "confidence": 0.5, " | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMRFXV07DXEPV2B4NJ5RTS", "signals": [{"quote": "the double touch is confusing everyone was saying that on the way out that they their fingers don't quite get it so I | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMRFXV07DXEPV2B4NJ5RTS", "signals": [{"quote": "the video is amazing too 4K video so they're basically catching up to Samsung I guess and even the Lumia phones", "sta | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMRFXV07DXEPV2B4NJ5RTS", "signals": [{"quote": "I don't get why people are down on the stock when they just print money I mean there never been a franchise like this | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WN02DX8571CD9BW5H1HY6B", "signals": [{"quote": "yeah Apple store employees can't afford an Apple Watch", "stance": "bearish", "confidence": 0.8, "signal_class": "crit | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WN02DX8571CD9BW5H1HY6B", "signals": [{"quote": "it was interesting to see apple get ashamed by that because there was they were at some point I guess they were paying | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNPJTRJ5BHZBPB9HM042SK", "signals": [{"quote": "at that time there was no company that had reached $100 million in Revenue in the software area MSA a Mainframe softwa | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNPJTRJ5BHZBPB9HM042SK", "signals": [{"quote": "the interesting thing about Bill was that the question you asked before um he was an amazing he still is an amazing st | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNPJTRJ5BHZBPB9HM042SK", "signals": [{"quote": "we did work my company open systems on the Lisa ... there was a group within Apple who thought the Lisa could compete | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNPJTRJ5BHZBPB9HM042SK", "signals": [{"quote": "it's the underpinning now of the Apple operating system right it's Unix so exactly quite ironic", "stance": "neutral", | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WP14590N74BD78ZR298W96", "signals": [{"quote": "we get to have the similar product sit on the shelf next to their product.", "stance": "neutral", "confidence": 0.7, " | observed | artifact ↗ | 2015-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WP14590N74BD78ZR298W96", "signals": [{"quote": "People want Drop Cam has proven that people want this simple.", "stance": "neutral", "confidence": 0.6, "signal_class" | observed | artifact ↗ | 2015-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPDT4X9HJZC86S3VFQGHP4", "signals": [{"quote": "we submitted to the Apple Store last week uh so uh it's like a 10day review process we'll see how long Apple takes to | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPDT4X9HJZC86S3VFQGHP4", "signals": [{"quote": "it takes about 10 days um but then you know what happens is something magical happens if you get like a good star rati | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPDT4X9HJZC86S3VFQGHP4", "signals": [{"quote": "the human reviews are incredibly inconsistent at Apple that's really the challenge some things just get right through | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPDT4X9HJZC86S3VFQGHP4", "signals": [{"quote": "I think they should have an expedited review process where if you pay 50 bucks they'll it that same day so you can jum | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPDT4X9HJZC86S3VFQGHP4", "signals": [{"quote": "in the last month or two uh Google has required all new apps uh entering the App Store to be rated for all the very si | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPDT4X9HJZC86S3VFQGHP4", "signals": [{"quote": "doesn't affect Apple at all none of its Revenue comes to the advertising", "stance": "neutral", "confidence": 0.9, "si | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPDT4X9HJZC86S3VFQGHP4", "signals": [{"quote": "it is a little bit of a screw you to Google", "stance": "bullish", "confidence": 0.7, "signal_class": "assessment", "s | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPDT4X9HJZC86S3VFQGHP4", "signals": [{"quote": "it seems like apple is taking the long Revenge game", "stance": "neutral", "confidence": 0.5, "signal_class": "predict | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPKXQPB19XVZ4S25P4V2ZR", "signals": [{"quote": "I think this could actually make the apple watch super functional and a must buy", "stance": "bullish", "confidence": | observed | artifact ↗ | 2015-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPKXQPB19XVZ4S25P4V2ZR", "signals": [{"quote": "you can change keyboards now on the iphone yes this is a feature they launched what a year ago uh yeah it shipped with | observed | artifact ↗ | 2015-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPKXQPB19XVZ4S25P4V2ZR", "signals": [{"quote": "Apple watch API doesn't support what we want to do yet", "stance": "bearish", "confidence": 1, "signal_class": "critic | observed | artifact ↗ | 2015-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPKXQPB19XVZ4S25P4V2ZR", "signals": [{"quote": "Once we can develop for Apple watch it'll be on there and it'll be extremely powerful", "stance": "bullish", "confiden | observed | artifact ↗ | 2015-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPKXQPB19XVZ4S25P4V2ZR", "signals": [{"quote": "give me two people from apple now don't they with the watch because the watch isn't supporting etch yet but we'll assu | observed | artifact ↗ | 2015-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPKXQPB19XVZ4S25P4V2ZR", "signals": [{"quote": "so they're gesture functionally that they have in the watch is it doesn't necessarily do a lot of utility stuff it's m | observed | artifact ↗ | 2015-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPKXQPB19XVZ4S25P4V2ZR", "signals": [{"quote": "oh no I will see it will think really not yet", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", | observed | artifact ↗ | 2015-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPKXQPB19XVZ4S25P4V2ZR", "signals": [{"quote": "I don't really use the Apple watch it leave it at home now I found it not very compelling I have to say I'm really dis | observed | artifact ↗ | 2015-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPKXQPB19XVZ4S25P4V2ZR", "signals": [{"quote": "when I'm wearing the watch I it feels very passive to me you get the notifications you look but I can get the notifica | observed | artifact ↗ | 2015-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQPPZMGMK036SVY544NSB2", "signals": [{"quote": "it's amazing the resurgent of NPR and the and the public radio stations thanks to like Apple's podcasting app", "stanc | observed | artifact ↗ | 2015-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQPPZMGMK036SVY544NSB2", "signals": [{"quote": "So, there's a couple of things to unpick here. First of all, I think you have to look at news and music together. Okay | observed | artifact ↗ | 2015-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQPPZMGMK036SVY544NSB2", "signals": [{"quote": "people look at, you know, Apple and Apple Music and say, 'Well, duh. We've got Google and we've got Spotify.' It's lik | observed | artifact ↗ | 2015-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQPPZMGMK036SVY544NSB2", "signals": [{"quote": "I think there's a higher level point to make about both IO and WWDC, which is it's about pulling people away from the | observed | artifact ↗ | 2015-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR9C6WZE27PW0G04MNK7BS", "signals": [{"quote": "it hasn't made much sense for them to do a TV for a long time I mean it's it's it's kind of a senseless piece of Hardw | observed | artifact ↗ | 2015-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR9C6WZE27PW0G04MNK7BS", "signals": [{"quote": "they've got a good box", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speaker_name": "Ari", | observed | artifact ↗ | 2015-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR9C6WZE27PW0G04MNK7BS", "signals": [{"quote": "I think it's coming and I had said in 2008 that the t a physical TV was coming... obviously definitely been in the wor | observed | artifact ↗ | 2015-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR9C6WZE27PW0G04MNK7BS", "signals": [{"quote": "I think it's GNA be I don't think it's clear so the latest news outright is that Apple's instead of they're going to g | observed | artifact ↗ | 2015-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR9C6WZE27PW0G04MNK7BS", "signals": [{"quote": "they had to come out with that thing because they were losing the video editing Market but they're going to come out w | observed | artifact ↗ | 2015-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR9C6WZE27PW0G04MNK7BS", "signals": [{"quote": "so that's going to come out they're going to come out with an ultra wide screen monitor because people are going crazy | observed | artifact ↗ | 2015-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR9C6WZE27PW0G04MNK7BS", "signals": [{"quote": "Apple's going to just show you ESPN's logo yeah and get you in and get you in and say authenticate and when you know w | observed | artifact ↗ | 2015-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR9C6WZE27PW0G04MNK7BS", "signals": [{"quote": "I do think they want you pay them a hundred bucks a year and get your cable service I mean that's what they're out the | observed | artifact ↗ | 2015-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRS3ZY0XYR0FKGND9MC5FE", "signals": [{"quote": "this campaign I'm a Mac I'm a PC this this did it really really well because they presented like uh you know they pres | observed | artifact ↗ | 2015-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSQ05QDQSZCF66NWDX7DKZ", "signals": [{"quote": "Apple is like the most formidable competitor for any company in the world. They are the largest company in the world, | observed | artifact ↗ | 2015-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSQ05QDQSZCF66NWDX7DKZ", "signals": [{"quote": "Apple builds great products. You cannot you cannot fault them for their uh quality and for their craftsmanship", "stan | observed | artifact ↗ | 2015-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSQ05QDQSZCF66NWDX7DKZ", "signals": [{"quote": "they've chosen to use smartphone class components inside their watch um which drives which leads led to probably this | observed | artifact ↗ | 2015-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSQ05QDQSZCF66NWDX7DKZ", "signals": [{"quote": "there wasn't a particular vision that they put forward that said this is why this product exists", "stance": "bearish" | observed | artifact ↗ | 2015-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSQ05QDQSZCF66NWDX7DKZ", "signals": [{"quote": "there's only one company in the world that can put on a show like Apple", "stance": "bullish", "confidence": 1, "signa | observed | artifact ↗ | 2015-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSQ05QDQSZCF66NWDX7DKZ", "signals": [{"quote": "it was not logical to make a $17,000 watch where the inards cannot change if the inards drive the apps... that's why I | observed | artifact ↗ | 2015-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSQ05QDQSZCF66NWDX7DKZ", "signals": [{"quote": "Apple has invested a ton in building a brand around the retina... I wouldn't see them changing and shifting to incorpo | observed | artifact ↗ | 2015-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSQ05QDQSZCF66NWDX7DKZ", "signals": [{"quote": "I can't imagine him doing that on any other platform out there. Yeah. You'd have to get approved and then it would kic | observed | artifact ↗ | 2015-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSQ05QDQSZCF66NWDX7DKZ", "signals": [{"quote": "So, you're going to be half the price of the Apple Watch.", "stance": "neutral", "confidence": 1, "signal_class": "fac | observed | artifact ↗ | 2015-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSQ05QDQSZCF66NWDX7DKZ", "signals": [{"quote": "Apple's not going to they can't just destroy Pebble.", "stance": "neutral", "confidence": 0.8, "signal_class": "predic | observed | artifact ↗ | 2015-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSQ05QDQSZCF66NWDX7DKZ", "signals": [{"quote": "We launched our product weeks before the Apple Watch came out. A lot of people said, like you like you said, um why wh | observed | artifact ↗ | 2015-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT2T4XWJ4ATN08G5XTEHSG", "signals": [{"quote": "you do have apple you know basically building their whole product line designed for privacy", "stance": "bullish", "co | observed | artifact ↗ | 2015-03-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTDRHCM7H145M615M3FYJ8", "signals": [{"quote": "I've never loved Apple that's not a secret um I don't like hardware-based businesses I don't like their desire to cont | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTDRHCM7H145M615M3FYJ8", "signals": [{"quote": "betting against apple is just a recipe to lose money", "stance": "bullish", "confidence": 1, "signal_class": "predicti | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTDRHCM7H145M615M3FYJ8", "signals": [{"quote": "they're going to make a great watch they're going to make a great car they're going to make a great television they ma | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTDRHCM7H145M615M3FYJ8", "signals": [{"quote": "I'm bearish on the watch not not on their watch I'm Bears on watches because I don't wear one so this may be my own bi | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTDRHCM7H145M615M3FYJ8", "signals": [{"quote": "they didn't buy Dropbox they should have bought Dropbox they tried Steve Jobs personally called Drew and tried I would | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTDRHCM7H145M615M3FYJ8", "signals": [{"quote": "this is what I don't love about Apple like it's a lot of this stuff is crap like how do you put out a calendar app tha | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTDRHCM7H145M615M3FYJ8", "signals": [{"quote": "you can't how well how could somebody how could such a smart group of people who are so good at design do software so | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WVNKVFCM4DZ3AN4Y092SYS", "signals": [{"quote": "Apple will you know wants to promote really good apps you if you talk to the people at Apple they say that there are j | observed | artifact ↗ | 2015-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WVNKVFCM4DZ3AN4Y092SYS", "signals": [{"quote": "because Apple sort of has us on uh on assistance whenever we need um we'll help Apple out with stories like they had t | observed | artifact ↗ | 2015-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WVNKVFCM4DZ3AN4Y092SYS", "signals": [{"quote": "the fraud rate on Apple pay is astronomically low U it's almost not even trackable uh Apple pay works really really we | observed | artifact ↗ | 2015-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WW1AN5SXQSRVM51KHS1SGD", "signals": [{"quote": "I think that's um really underdone. Sometimes people, you know, spend money on marketing. Sometimes they try to kickst | observed | artifact ↗ | 2026-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WW1AN5SXQSRVM51KHS1SGD", "signals": [{"quote": "And it's it's sold out. You have tens of thousands of these on order, hundreds of thousands. What's the latest? >> Uh, | observed | artifact ↗ | 2026-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WW1AN5SXQSRVM51KHS1SGD", "signals": [{"quote": "I'm very bullish on that. But you know, even for the deck, we had the same problem. The the memory price like we only | observed | artifact ↗ | 2026-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWV7Q3SQ9T0KNKFK0K3N2K", "signals": [{"quote": "I think it's going to take 10 years to play out, but I give people like Apple and Google probably a lot of credibility | observed | artifact ↗ | 2015-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWV7Q3SQ9T0KNKFK0K3N2K", "signals": [{"quote": "And Apple blocks Amazon on the Apple TV. Right. Which is so ridiculous because it's like I'm an Amazon Prime user and | observed | artifact ↗ | 2015-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWV7Q3SQ9T0KNKFK0K3N2K", "signals": [{"quote": "I think that that kind of thinking and Apple hasn't revealed this yet but ultimately I would give them and their $600 | observed | artifact ↗ | 2015-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWV7Q3SQ9T0KNKFK0K3N2K", "signals": [{"quote": "They're clearly going to launch a television set. I mean, what do you think the odds are? 50/50? I think it's I think | observed | artifact ↗ | 2015-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWV7Q3SQ9T0KNKFK0K3N2K", "signals": [{"quote": "there's no doubt in my mind that if you are an Apple or a Google or Microsoft or or Amazon and you want to be the firs | observed | artifact ↗ | 2015-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWV7Q3SQ9T0KNKFK0K3N2K", "signals": [{"quote": "I've been shocked about is how bad Apple TV is at mirroring. Like, we put it in conference rooms and then it's constan | observed | artifact ↗ | 2015-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWV7Q3SQ9T0KNKFK0K3N2K", "signals": [{"quote": "I buy this app MacBook Pro Mhm. Mac Pro, right? Not Mac Pro, Mac Pro. Mac Pro and it's like it can support four 4K mon | observed | artifact ↗ | 2015-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWV7Q3SQ9T0KNKFK0K3N2K", "signals": [{"quote": "That's my belief. TV will be for Christmas next year. Yep. They launch it in the summer when they do the iPhone 6 refr | observed | artifact ↗ | 2015-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWV7Q3SQ9T0KNKFK0K3N2K", "signals": [{"quote": "Apple has a great track record to their credit of bringing things out that will support things farther in the future t | observed | artifact ↗ | 2015-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXF5H506GMETKZCHWZYARC", "signals": [{"quote": "I could do as good a job or better than Marissa or Tim", "stance": "bearish", "confidence": 0.8, "signal_class": "crit | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXF5H506GMETKZCHWZYARC", "signals": [{"quote": "Apple does that too right you no Apple's magnanimous I think it's the opposite if you look at apple apple does not say | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXF5H506GMETKZCHWZYARC", "signals": [{"quote": "if you look at how slowly they they do do that it's a very slow process so they'll say hey we're going to do this heal | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYNFEFWVDHS7QDTDKQ9M15", "signals": [{"quote": "I think it's interesting I think it's I think Apple has 500 million subscribers right if they turn on a pay model what | observed | artifact ↗ | 2014-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "I also just think he's he's really become I'm giving him an A+ as like sort of post jobs keeping the company on track" | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "I think that uh it was very interesting to find out about some of the product challenges that they've had with the wat | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "it's amazing what a brand with the influence that Apple has can do in getting into new categories and the amount of in | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "employee approval of Tim Cook is very high there's also been grumbling about the way that product is made post Steve a | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "I'll give him you know B B+", "stance": "neutral", "confidence": 1, "signal_class": "assessment", "speaker_name": "Rya | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "I give him an a only because I think there was so much possibility for this thing to collapse on itself because it rea | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "I think it's top down in terms of decision making but I think it's bottom up in terms of how are we coming up with the | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "does removing that final curation level right because this is what we're getting to and I agree listen the watch looks | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "that little Crown I just thought the crown was kind of Clowny", "stance": "bearish", "confidence": 0.9, "signal_class" | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "it's in Passbook which is probably a mistake that I would imagine they'll correct", "stance": "bearish", "confidence": | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "I have to bring up a story that I wrote this this week because if if we're thinking about replacing credit cards or de | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "it uses the same uh the same standard of communication that happens when you use the BART system the transportation sy | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "so you will you will we should definitely expect that", "stance": "bullish", "confidence": 0.7, "signal_class": "predi | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ4HGFGHTZXP0SCBPA4A7S", "signals": [{"quote": "apple is coming out saying we are going to be the Privacy company Google is going to be the advertising company they'v | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "Apple doesn't enter a market unless they think that they can own that market and then they can own the core technologi | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "if you're looking at the numbers, they're doing better than ever. ... they sold 10 million phones, 4 million of them s | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "the interesting thing about Apple and the reason that they've gotten so much, you know, such a great response to a dev | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "They're not going in lightly. They're going to keep at it. They're going to bang and bang and bang until they get it r | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "it will not, there's no chance it's terrible.", "stance": "bullish", "confidence": 1, "signal_class": "prediction", "s | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "So, you know, what I knew about Apple is they wouldn't get into the user-generated content side of things.", "stance": | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "I think one of them goes back to what I was talking about earlier, which is this is not a space that they can clearly | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "I think, you know, I'm not sure of how much they're still pushing that. I think, you know, I still see it every once i | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "Yes. Tim Cook, did you just make a point about that? Like, we don't want to be Google and be invading your privacy and | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "All right. And we're going to make it just by charging you a little extra. Right.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "iAds, yeah, that didn't work.", "stance": "bearish", "confidence": 0.7, "signal_class": "criticism", "speaker_name": " | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "the fact is people don't use iPads that much. It's very low on a percentage basis. I know because all the different co | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "I think what we've learned both at Apple and then what I've learned with Storehouse is, you know, there, it's, it's de | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "I'm still very bullish on the iPad being a huge device. I just think it, some of it is going to be generational.", "st | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "it's going to flip around quite a bit. I mean, not that it's, people are going to say it's not a great consumption dev | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0EGR21ZST5MYDYJ52SSJF", "signals": [{"quote": "I think one of the tricky challenges that Apple's had with adopting is all the best software designers and engineers a | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0WEFX4JNSX74SK8E4H8G7", "signals": [{"quote": "I do think it's interesting and in Britain about, you know, Apple is trying to do more now, right? Which, I mean, they | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0WEFX4JNSX74SK8E4H8G7", "signals": [{"quote": "it was pretty clear that there was a line in the sand that Steve would not accept. And do you think, Ben, that that li | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0WEFX4JNSX74SK8E4H8G7", "signals": [{"quote": "I've heard increasingly from people inside the company that they don't think that's the best formula for launching sof | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0WEFX4JNSX74SK8E4H8G7", "signals": [{"quote": "If they don't get this right, aren't they going to be looked at as like just like Android, just like Windows? I mean, | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0WEFX4JNSX74SK8E4H8G7", "signals": [{"quote": "Software like you could look at just iTunes. iTunes is a mess. That's why you Spotify. But they're – They've given up | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0WEFX4JNSX74SK8E4H8G7", "signals": [{"quote": "I mean it's all going to go towards all the stuff that they want to do with Beats. Yeah. They gave up on it. I mean th | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0WEFX4JNSX74SK8E4H8G7", "signals": [{"quote": "It's time to deprecate that I think because until they say, hey, iTunes downloads, you know, you can still do it but h | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0WEFX4JNSX74SK8E4H8G7", "signals": [{"quote": "I don't think it's going to be anywhere near the demand of say like the iPads when they first came out.", "stance": "b | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0WEFX4JNSX74SK8E4H8G7", "signals": [{"quote": "one concern I have is that a lot of the health monitoring features are really turned on when you're in workouts and no | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0WEFX4JNSX74SK8E4H8G7", "signals": [{"quote": "Well, that's a dangerous zone to be in as a product. It's on the bubble.", "stance": "bearish", "confidence": 1, "sign | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "we're going to talk about Apple's huge home run this week iPhone 6 iPhone 6 plus the watch and NFC payments huge week | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "if if it's executed well Apple pay might actually be the one that we look back on 5 years from now", "stance": "bullis | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "I mean just every time they do Services they seem to hit the wall however iCloud seems to be a little bit better which | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "I think that's going to change most people's lives more than they're going to look back and say oh man I used to use a | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "yeah I mean I think the the heartbeat stuff the smiley face I think people will like that I mean people laughed at sor | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "I think now we're seeing like apple is now like it's a fashion company it's it's or it's more than a technology compan | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "I don't think they would do an espresso machine but a a car F I mean I wouldn't put it out out of their realm again th | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "I definitely think the watch is more important than the iPad announcement I mean I think you do yeah yeah because I me | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "when this watch becomes a competitor to the phone it could be disruptive to the phone in the way the phone the iPhone | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "if it becomes independent of the phone right which it can't do yet because the 4G chipset is not small enough and drai | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "I think it's you know I think you're there what do you think watch independent uh Computing computer on your wrist you | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1JSFN5636JYB1F1WSFRNJ", "signals": [{"quote": "I have been walking around um walking and driving around San Francisco now and I get car sick and I have been dictatin | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2BBEEAF9WAJKHXWW36YGS", "signals": [{"quote": "Apple does have an API in other words Apple device is phone home and they connect to a URL on iPhone services. apple.c | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2BBEEAF9WAJKHXWW36YGS", "signals": [{"quote": "this is going to backfire it's good if anything it's going to push people off of the uh main uh the Apple App Store an | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2BBEEAF9WAJKHXWW36YGS", "signals": [{"quote": "that's ridiculous going do that in mass in any number that's crazy", "stance": "bullish", "confidence": 0.6, "signal_c | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2BBEEAF9WAJKHXWW36YGS", "signals": [{"quote": "I don't think people are going to change platforms", "stance": "bullish", "confidence": 0.7, "signal_class": "predicti | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2BBEEAF9WAJKHXWW36YGS", "signals": [{"quote": "that's why Google and apple got in troubles cuz Steve Jobs you know may he rest in peace who's a genius and and he con | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2PFZFM58MN34ZF7GXFES9", "signals": [{"quote": "I just I I I just believe that that's what they'll do because I have any terrible Insight I just think if you look at | observed | artifact ↗ | 2014-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2PFZFM58MN34ZF7GXFES9", "signals": [{"quote": "I think there will be plenty of room for for not only startups but for other companies to continue to either be deeper | observed | artifact ↗ | 2014-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3HKBSNWEDC3ABZC8PMYJX", "signals": [{"quote": "Topsy got bought by Apple. And as far as we can tell, Apple seems to be using it mostly for their engine around essent | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3HKBSNWEDC3ABZC8PMYJX", "signals": [{"quote": "I think certainly if you've looked at what they've done over the last few years, they seem to be insourcing strategic | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3HKBSNWEDC3ABZC8PMYJX", "signals": [{"quote": "And now they supported DuckDuckGo, the independent, as an option, which signals to me DuckDuckGo is going to get bough | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3HKBSNWEDC3ABZC8PMYJX", "signals": [{"quote": "No, you heard it here first. Absolutely 100% certainty that DuckDuckGo is getting bought by Apple, period.", "stance": | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3HKBSNWEDC3ABZC8PMYJX", "signals": [{"quote": "But they also put the spotlight search instead of, spotlight search is a little magnifying glass in the top right of y | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3YHG8T6AK7S93TSZNEYN2", "signals": [{"quote": "i mean obviously apple's up there for hardware but yeah yeah after apple yeah", "stance": "bullish", "confidence": 0.7 | observed | artifact ↗ | 2014-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3YHG8T6AK7S93TSZNEYN2", "signals": [{"quote": "i think what they should do is just let you pay a fee to skip the line to skip the line like literally just let people | observed | artifact ↗ | 2014-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3YHG8T6AK7S93TSZNEYN2", "signals": [{"quote": "swift blew people's mind i think i mean on product hunt explain what swift is yeah so swift is new programming languag | observed | artifact ↗ | 2014-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3YHG8T6AK7S93TSZNEYN2", "signals": [{"quote": "i'm particularly interested in how do you now you can finally interact with push notifications like it's kind of absur | observed | artifact ↗ | 2014-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3YHG8T6AK7S93TSZNEYN2", "signals": [{"quote": "i mean yesterday's google i was very developer focused it wasn't quite as exciting i think as apple's just because it | observed | artifact ↗ | 2014-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3YHG8T6AK7S93TSZNEYN2", "signals": [{"quote": "most of the apps and products posted on product hunt and most things that launch are still on ios first", "stance": "n | observed | artifact ↗ | 2014-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X52HJ8AYGQ1H1BVY45MG33", "signals": [{"quote": "last year I remember Tim Cook did the the keynote at um d11 um the interview and um he said something that actually st | observed | artifact ↗ | 2014-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X52HJ8AYGQ1H1BVY45MG33", "signals": [{"quote": "I think Tim Cooks and the and the team over there have some surprises for us later this year in that regard with their | observed | artifact ↗ | 2014-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5FWS2FM0FBGJANJH1WCK4", "signals": [{"quote": "I think they're taking lessons from Apple and Google especially Apple which is you build great and amazing Hardware bu | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5FWS2FM0FBGJANJH1WCK4", "signals": [{"quote": "it's sort of like they're the apple of the video cameras there's so many cheaper options that will come out over time" | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5FWS2FM0FBGJANJH1WCK4", "signals": [{"quote": "certainly apple is in has gotten out of of the invented here mentality and is is is spending its cash more freely thes | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6GCKZFQXZEQMQEC609PJW", "signals": [{"quote": "there would be no way for Apple to ditch Google search", "stance": "bearish", "confidence": 0.9, "signal_class": "pred | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6GCKZFQXZEQMQEC609PJW", "signals": [{"quote": "if and if Apple were smart what they would do is they would roll out series search right so you would go to Safari you | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6GCKZFQXZEQMQEC609PJW", "signals": [{"quote": "I suspect it it's closed because it's apple and apple like to do things very carefully and only let stuff work the way | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6GCKZFQXZEQMQEC609PJW", "signals": [{"quote": "I don't use Siri anymore I was it's the reason I got my fors when I uh when I got it I was obsessed with it for an ent | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6GCKZFQXZEQMQEC609PJW", "signals": [{"quote": "the reason Siri sucks and nobody uses it is because they're not letting the other app developers into Siri to do the h | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6GCKZFQXZEQMQEC609PJW", "signals": [{"quote": "Yelp is connected with Siri is it yeah oh because I I but it doesn't launch the app right it does like a Google search | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6GCKZFQXZEQMQEC609PJW", "signals": [{"quote": "as opposed to like waiting for Apple to give you like with Cortana one of the things you can do is if you go through a | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7BVY85Y6PCKCJYW79Q7XH", "signals": [{"quote": "Obviously, they don't have Da Vinci anymore. He's left the building sadly.", "stance": "bearish", "confidence": 1, "si | observed | artifact ↗ | 2014-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7BVY85Y6PCKCJYW79Q7XH", "signals": [{"quote": "That's financial engineering, right? The stock prices don't matter, right? When it comes to tech, you know, if you're | observed | artifact ↗ | 2014-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7BVY85Y6PCKCJYW79Q7XH", "signals": [{"quote": "You know, is it the 1980s Apple where they're kicking out jobs or is it, you know, coming back to some great products? | observed | artifact ↗ | 2014-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7BVY85Y6PCKCJYW79Q7XH", "signals": [{"quote": "they do a lot of acquisitions, but they do it in a sense of integrating and creating new products. So they're buying g | observed | artifact ↗ | 2014-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7WA3BMPFT1NSDGQ837C4C", "signals": [{"quote": "in apple like the W was was like he was not a super forceful person but he did not let Steve Jobs change anything abou | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7WA3BMPFT1NSDGQ837C4C", "signals": [{"quote": "I think they made something like 500 of those things right uh so all they had to do is like find 500 people to buy the | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X804CM6M57MRSRANC8YG2Y", "signals": [{"quote": "it won't be a iPhone phenomenon where there's one for everybody and that will slow adoption you think it was slow adop | observed | artifact ↗ | 2014-03-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X804CM6M57MRSRANC8YG2Y", "signals": [{"quote": "whether you have an internal team let's say like Apple or a team made of people you work with for a lifetime you know | observed | artifact ↗ | 2014-03-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X804CM6M57MRSRANC8YG2Y", "signals": [{"quote": "I think Apple has an incredible internal culture and dedication to the craft of making products that people that peopl | observed | artifact ↗ | 2014-03-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X804CM6M57MRSRANC8YG2Y", "signals": [{"quote": "I think there is a lot of impatience right now for what is next right they're they've they've just passed the three-ye | observed | artifact ↗ | 2014-03-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X804CM6M57MRSRANC8YG2Y", "signals": [{"quote": "I I think it's it's the perfect kind of conclusion to a product that is probably you know we're not going to be using | observed | artifact ↗ | 2014-03-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "people started buying Apple twos in order to get vizal because it wasn't available on CPM", "stance": "bullish", "conf | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "Apple really screwed itself and really destroyed itself", "stance": "bearish", "confidence": 1, "signal_class": "criti | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "by the time they were on their fourth CEO after jobs left it was clear there was no direction in the company no sense | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "we all worry maybe Tim Cook and Johnny Ive can't pull off what Steve did", "stance": "bearish", "confidence": 1, "sign | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "there was this period of time where Steve wasn't there and they couldn't do it", "stance": "bearish", "confidence": 1, | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "Apple's got three product lines... Mac, iPhone, iPad... those three big multi-billion dollar product lines that produc | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "the only way that Apple can be valuable more valuable going forward is to create another product", "stance": "neutral" | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "the TV will be a computer with the TV as an app", "stance": "bullish", "confidence": 0.8, "signal_class": "prediction" | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "the only company that can figure out how to do that is Apple", "stance": "bullish", "confidence": 1, "signal_class": " | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "they don't want to rush into it they want to get it right", "stance": "neutral", "confidence": 0.8, "signal_class": "a | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "there's some really hairy things to do getting a screen like that that can be manufactured because they have to sell a | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "Tim really knows how to do a really high quality product Johnny IV really knows how to design it to make it look reall | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "they don't have Steve Jobs to push and prod and be unreasonable", "stance": "bearish", "confidence": 1, "signal_class" | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8A1A540Z9EQ35WER0WSTX", "signals": [{"quote": "Google buying Nest is a huge win for Google and a huge mistake for Tim Cook to Let It Go no I don't think so uh why so | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8ZJQ96SNGQVAZT1C344G2", "signals": [{"quote": "Amazon right now is building you know hardware and Digital Services to compete with you know Google and apple two far | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X950CXDV8CE5PNTJZC3T3X", "signals": [{"quote": "Is Apple like a really frustrating company as a venture capitalist because they they just don't buy a lot of companies | observed | artifact ↗ | 2013-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9Q21G7PN09XNJJBZGV0JQ", "signals": [{"quote": "knowing that gaming on the iPhone was going to be huge", "stance": "bullish", "confidence": 0.9, "signal_class": "asse | observed | artifact ↗ | 2013-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9Q21G7PN09XNJJBZGV0JQ", "signals": [{"quote": "I feel that the thin finish has to be there on the Apple Apple side it just really does", "stance": "neutral", "confid | observed | artifact ↗ | 2013-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA0KP29SMS5DAS4K15K4P7", "signals": [{"quote": "Google's going to win an extraordinary amount it's going to be the largest most powerful company in the world much big | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA0KP29SMS5DAS4K15K4P7", "signals": [{"quote": "you have companies like Microsoft and Apple which are managing existing product lines um as they're you know declining | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA0KP29SMS5DAS4K15K4P7", "signals": [{"quote": "Apple the most they can think of doing with their money is giving it back in a dividend doing a share buyback", "stanc | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA0KP29SMS5DAS4K15K4P7", "signals": [{"quote": "they don't buy companies generally speaking it's more a little obscure things", "stance": "bearish", "confidence": 1, | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA0KP29SMS5DAS4K15K4P7", "signals": [{"quote": "they don't want to try to do any sort of big moonshots or 10x it's all incremental", "stance": "bearish", "confidence" | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA0KP29SMS5DAS4K15K4P7", "signals": [{"quote": "the big idea this year is we're going to come out with the 5C which is $100 cheaper than the 5S and it's got multiple | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAEZZMXCGMJEDHN636FS9W", "signals": [{"quote": "I think it's kind of cool because after all these years of people trying to compete with apple and the iPhone by basic | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAEZZMXCGMJEDHN636FS9W", "signals": [{"quote": "I'm old enough to remember the Apple 2 days when you could mix and match your monitor and keyboard and storage device | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "so Pebble connects by Bluetooth to your phone it brings you instant email SMS caller ID sort of short small bits of in | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "the key is allowing developers to be able to hack and build on top of the platform", "stance": "neutral", "confidence" | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "we basically you know went back to the drawing board in the middle of 2011 put put together the design for Pebble arou | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "it was just over 10 million so how many watches is that that equated to 85,000 watches that we've shipped", "stance": | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "it has something called a memory LCD that's an LCD a standard LCD but it has one bit of memory behind each pixel so th | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "the battery life on a pebble is 5 to seven days well connected by Bluetooth", "stance": "neutral", "confidence": 0.9, | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "Samsung is the the Gear Watch I think is effectively a non-starter right it's just it's not going to work price too hi | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "Pebble you know they've got something they've got a vision", "stance": "neutral", "confidence": 0.9, "signal_class": " | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "Samsung like uh less than one day and it doesn't actually persist the screen does not persist so you have to turn it o | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "we learned all of these lessons with impulse our first watch that we came out with at the end of 2010 at the beginning | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "Apple Ryan is not going to allow you to hack the heck out of their watch", "stance": "bearish", "confidence": 0.8, "si | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "they are the category definer right um they're they're always uh interesting plays in each of these new form factors u | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "I think there's a very good chance it'll be 2014 over 50% depending I would say over 50% yeah majority chance uh they | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB5ER2BGZCHM53CWA4198S", "signals": [{"quote": "Apple adding M7 to the iPhone 5S ... that shows us the ... core functionality there is now going to be built into phon | observed | artifact ↗ | 2013-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCAMWZS228HKPZCGTDDGW1", "signals": [{"quote": "if we dematerialize the phone then the software and services layers in the cloud and we can do updates more quickly an | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCE34XJ91645QRFXHZN6QE", "signals": [{"quote": "Apple's the most unimpressive unimaginative group of people that I've ever I mean like it is just so depressing what's | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCE34XJ91645QRFXHZN6QE", "signals": [{"quote": "the way of the mobile phone industry is going to go the way of the PC. And, you know, you're going to stand and be a m | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCE34XJ91645QRFXHZN6QE", "signals": [{"quote": "Tim Cook is where is he he's in New York having dinner with Carl Icon talking about trying to give back $150 billion a | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCE34XJ91645QRFXHZN6QE", "signals": [{"quote": "I know for a fact that if Apple basically were able to get the equivalent of Sunday Ticket and bundled it with the tel | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCE34XJ91645QRFXHZN6QE", "signals": [{"quote": "The 5C was supposed to be the world phone, supposed to be the China phone, the C for China, worked cheap. Um, and it t | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCE34XJ91645QRFXHZN6QE", "signals": [{"quote": "Android is a very powerful OS. It's good. It will get better. Unfortunately, this is turning out to be Windows versus | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCE34XJ91645QRFXHZN6QE", "signals": [{"quote": "if you have $140 billion, no technology company has ever exchanged growth for margin except Apple. And you can say, we | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCE34XJ91645QRFXHZN6QE", "signals": [{"quote": "Look, maps is garbage. They knew for months and months and months that way was up for play. Where were they? Maybe the | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCE34XJ91645QRFXHZN6QE", "signals": [{"quote": "iCloud is probably the most underwhelming, underimplemented product. If you gave it to me in 2 seconds, and I, you kno | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCE34XJ91645QRFXHZN6QE", "signals": [{"quote": "Apple's just not a threat today. They're not a threat. They'll launch a TV. They'll launch some other crap. Nobody wil | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCE34XJ91645QRFXHZN6QE", "signals": [{"quote": "if you know, Apple, just take Apple were a country, it'd be like in the G20. Yeah. You know, and so like, you know, we | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XD345HCDFBMBQK6R4KC1JZ", "signals": [{"quote": "I think that that's actually one of the the fun things here is the fact that Apple keeps you guessing um and then when | observed | artifact ↗ | 2013-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XD3GP2A68ZD35VT9NMQ3RB", "signals": [{"quote": "the app store review system is broken apple some take a memo", "stance": "bullish", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2013-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XD3GP2A68ZD35VT9NMQ3RB", "signals": [{"quote": "it's certainly a badge of quality if you get into the apple store people go that must be a cool and unique and interes | observed | artifact ↗ | 2013-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XD3GP2A68ZD35VT9NMQ3RB", "signals": [{"quote": "it's uh it's sometimes you you get very frustrated with the process working with apple but then you also love it becau | observed | artifact ↗ | 2013-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XD3GP2A68ZD35VT9NMQ3RB", "signals": [{"quote": "they go that's not going in our store really kicked it back to you on the packaging oh yeah it was like thanks for fly | observed | artifact ↗ | 2013-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XD3GP2A68ZD35VT9NMQ3RB", "signals": [{"quote": "we use the same chip that apple whatever apple has used in its product we would use the same chip just because it was | observed | artifact ↗ | 2013-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDZS4SWBZ8RZREKXM4E4A8", "signals": [{"quote": "I mean the reality is it's the older version um with with a new exterior or bespoke exterior and I think they did a gr | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDZS4SWBZ8RZREKXM4E4A8", "signals": [{"quote": "the Lumia looked the exact same it seems like they just stole the colors from the Lumia and the whole thing with the c | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDZS4SWBZ8RZREKXM4E4A8", "signals": [{"quote": "I think they are very very optimistic about and that that continuing", "stance": "bullish", "confidence": 0.6, "signal | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDZS4SWBZ8RZREKXM4E4A8", "signals": [{"quote": "I think Apple still has you know that's a testament to the brand and and as long as they can do that you know they don | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDZS4SWBZ8RZREKXM4E4A8", "signals": [{"quote": "I think it could actually fail and the company would be fine too though so that in the sense that you know plenty of t | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDZS4SWBZ8RZREKXM4E4A8", "signals": [{"quote": "the phone is is what the phone is going to be it's 85 to Perfection yes and so you know your screen is not going to ge | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDZS4SWBZ8RZREKXM4E4A8", "signals": [{"quote": "I think that it's honestly the cash had just gotten to levels where it became absurd not to do something although it's | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDZS4SWBZ8RZREKXM4E4A8", "signals": [{"quote": "I think Tim Cook is his own man and it's like we Revere Steve Jobs and rightly so but it doesn't mean all of his decis | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDZS4SWBZ8RZREKXM4E4A8", "signals": [{"quote": "they're fantastic at at phone software and Hardware right but most of their uh Services yeah especially internet servi | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDZS4SWBZ8RZREKXM4E4A8", "signals": [{"quote": "they are able to innovate most of the thing most of these things in-house and that's cheaper and they have a great R D | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDZS4SWBZ8RZREKXM4E4A8", "signals": [{"quote": "their view for everything is how does it help me sell more iPhones right", "stance": "neutral", "confidence": 0.6, "si | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE7PJ7GQ6XCC9PC9TXWER3", "signals": [{"quote": "we do see the Apple Store, The Disney Store, the espresso store people go there not just to shop but to experience stu | observed | artifact ↗ | 2013-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE7PJ7GQ6XCC9PC9TXWER3", "signals": [{"quote": "I think thep store is probably even the best example because they a cafe and just you happen to buy the things", "stan | observed | artifact ↗ | 2013-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE7PJ7GQ6XCC9PC9TXWER3", "signals": [{"quote": "I think the Apple Store like like every retailer should like wanted to be more like the Apple Store the second the fir | observed | artifact ↗ | 2013-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE7PJ7GQ6XCC9PC9TXWER3", "signals": [{"quote": "but why would Apple want to be in the same store as Microsoft and Samsung right then it becomes back to distribution r | observed | artifact ↗ | 2013-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEFXHHNE2K4NY7Q0TRPHBM", "signals": [{"quote": "apple has a great great ecosystem Apple has you know the the apps everything there the design", "stance": "neutral", " | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEFXHHNE2K4NY7Q0TRPHBM", "signals": [{"quote": "why is FaceTime not on Android stupid at least FaceTime it's so stupid it's like apple is so for a company that makes | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEFXHHNE2K4NY7Q0TRPHBM", "signals": [{"quote": "iMessage and FaceTime are designed and the value of those things increase with the size of the network ex pure Network | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEFXHHNE2K4NY7Q0TRPHBM", "signals": [{"quote": "I think music is probably the most impactful of all these none of them blew my mind... I think the UI ux around all of | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEFXHHNE2K4NY7Q0TRPHBM", "signals": [{"quote": "Google Play music all access so it's five words whoever named this at Google needs to be shot... when Apple releases t | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF89EM8G46RRHXT6SVE4JN", "signals": [{"quote": "this is a home run Google is one of the greatest companies that still hasn't even started yet", "stance": "bullish", " | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF89EM8G46RRHXT6SVE4JN", "signals": [{"quote": "this layer of of Hardware is coming and it's a great time to be you know a consumer", "stance": "bullish", "confidence | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF89EM8G46RRHXT6SVE4JN", "signals": [{"quote": "I'd say it won't even ship it I'm going to go off the thing and say they won't even ship it", "stance": "bearish", "co | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF89EM8G46RRHXT6SVE4JN", "signals": [{"quote": "if you look like you're wearing like a computer on your on your glasses you look like you're trying too hard it's a do | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF89EM8G46RRHXT6SVE4JN", "signals": [{"quote": "in three years I would say probably about 1% in five years I'd say somewhere between I'd say around 3% and 10 years fr | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF89EM8G46RRHXT6SVE4JN", "signals": [{"quote": "they've got glass Collective making hundreds of millions of dollars of investments into companies that are working on | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF89EM8G46RRHXT6SVE4JN", "signals": [{"quote": "I'm no fan of schi morphism at least in the way that Apple has done in iOS in the past so I'm you know I'm thrill that | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF89EM8G46RRHXT6SVE4JN", "signals": [{"quote": "I think a fresh perspective is going to be helpful um but making such a drastic change like that with so little time b | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF89EM8G46RRHXT6SVE4JN", "signals": [{"quote": "I have a feeling that they're going to pull out all the stops and get everybody on board and and make sure this happen | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF89EM8G46RRHXT6SVE4JN", "signals": [{"quote": "I think they've been doing great things and they're also which I think is great taking kind of a slow path toward brin | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF89EM8G46RRHXT6SVE4JN", "signals": [{"quote": "going back to iOS 7 that's one of the big things that I hope Apple brings because their keyboard to me right now is ki | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XG9PQ7S3W7C5MWEM0DSE1B", "signals": [{"quote": "this is not a catastrophe this is the natural course of business um and natural course of innovation at an innovation | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XG9PQ7S3W7C5MWEM0DSE1B", "signals": [{"quote": "I think what with respect to Apple TV it's a matter of time um I think it's going to be a fantastic product um but aga | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XG9PQ7S3W7C5MWEM0DSE1B", "signals": [{"quote": "I think it's a part of an overreaction um but you know what people are betting on in the market essentially is that um | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XG9PQ7S3W7C5MWEM0DSE1B", "signals": [{"quote": "I mean Apple does have sort of remarkable restraint in not releasing things that don't make much sense", "stance": "bu | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XG9PQ7S3W7C5MWEM0DSE1B", "signals": [{"quote": "I think the whole idea that you are going to be able to not only keep up with notifications without having to pull out | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XG9PQ7S3W7C5MWEM0DSE1B", "signals": [{"quote": "it's also going to be very interesting because with that you can just basically press it and start recording from your | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHCJMNE3EJMFH13Z2085VP", "signals": [{"quote": "i.e. in Apple, you get these massive discontinuous improvements", "stance": "bullish", "confidence": 1, "signal_class" | observed | artifact ↗ | 2013-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHCJMNE3EJMFH13Z2085VP", "signals": [{"quote": "There's only been three or four great technology companies in the in Silicon Valley. You know, Apple, Microsoft, Googl | observed | artifact ↗ | 2013-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ4YN24DA27E465EWEE9ZW", "signals": [{"quote": "the only sort of story I've seen that played out and worked was the Steve Jobs returning to Apple they had a very spra | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ4YN24DA27E465EWEE9ZW", "signals": [{"quote": "just as Apple was in need of very Desperate Measures", "stance": "neutral", "confidence": 1, "signal_class": "fact_cla | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ4YN24DA27E465EWEE9ZW", "signals": [{"quote": "Apple in about one week generates as much profit as Amazon has ever generated ... they're making 100 times the right t | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ4YN24DA27E465EWEE9ZW", "signals": [{"quote": "in the short term not a goddamn thing they're doing everything as right as any company in the history of Commerce has | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ4YN24DA27E465EWEE9ZW", "signals": [{"quote": "it's the best company in the history of uh consumer electronics it's the best company in the history of pretty much an | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ4YN24DA27E465EWEE9ZW", "signals": [{"quote": "are people really thinking that the empires that they've built up recently the iPad the iPhone and so on they're going | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ4YN24DA27E465EWEE9ZW", "signals": [{"quote": "Apple rakes in what 7 % of the phone Market's profits", "stance": "bullish", "confidence": 0.7, "signal_class": "asses | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "Amazon, Google, Apple with a hundred and forty billion dollars, the largest hedge fund in the world, it's insane.", "s | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "I think Apple proved the vertical model was vastly superior", "stance": "bullish", "confidence": 1, "signal_class": "a | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "This is the direct result of Apple and Steve Jobs.", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "And if you look at these markets, typically, historically, probably, two companies survive. So you've got five compani | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "Apple is amazing company, but they've always been weak at web services and data services.", "stance": "mixed", "confid | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "at some point, presumably, they're going to figure out [that] they have to acquire for that.", "stance": "neutral", "c | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "When you go into Apple's ecosystem on their home turf, and you absolutely slaughter them app by app, like, Gmail.", "s | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "for a search company, to be crushing the biggest OS company is pretty remarkable", "stance": "bearish", "confidence": | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "They are an amazing company. They are, I think, the most innovative company in technology in the last thirty years.", | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "But they've had this Achilles' heel of web services and data services. I would put Maps in the data services versus th | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "iCloud is a disaster.", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speaker_name": "Jason Cala | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "I know, it's no good. And frankly, iTunes and all of that [is no good]. They did a good job in the media deals, but no | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "at some point, the iPhone and the iPad will sort of run their course, but they'll be... the competition will be good e | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "these markets, if you believe in the Clayton M. Christensen's theory... the less vertically integrated guys are able t | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "A hundred and forty billion dollars, obviously, best products in the market, but it feels like some of the hardware is | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "it feels like Apple doesn't know how to make great apps.", "stance": "bearish", "confidence": 0.9, "signal_class": "cr | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "I hear more and more sort of chatter from smart friends that like the hardware as good or even, possibly, better.", "s | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "Apple Maps came out, and then Google had a choice, 'Do they release Maps for the iOS or do they not.' ... The Apple Ma | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "companies like Apple, who have said 'No.' They rarely do acquisitions, right? ... And the question is, now, they're .. | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "I don't even use iCloud. I just find it such a mess.", "stance": "bearish", "confidence": 1, "signal_class": "criticis | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "I love Apple, you know. All I own are Apple devices and I've always loved them, but that stuff is just terrible.", "st | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJEH9P4SHRJF9KCBPQKXSQ", "signals": [{"quote": "the only thing they are still going to do like physically is that you are going to do showrooms ... you go to check ou | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKAA7V46BNMXK8X2KNH534", "signals": [{"quote": "Apple and Android have been selling hundreds of millions of [ __ ] devices", "stance": "neutral", "confidence": 1, "si | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKAA7V46BNMXK8X2KNH534", "signals": [{"quote": "I think he was overemphasizing Android when clearly iOS platforms were monetizing a hell of a lot better", "stance": " | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKAA7V46BNMXK8X2KNH534", "signals": [{"quote": "Apple's out executed everybody they just like kicked everybody's ass period", "stance": "bullish", "confidence": 0.95, | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKAA7V46BNMXK8X2KNH534", "signals": [{"quote": "they also don't know what the f*** they're doing on social right again", "stance": "bearish", "confidence": 0.9, "sign | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKAA7V46BNMXK8X2KNH534", "signals": [{"quote": "it's a very aloof company that hasn't been particularly acquisitive", "stance": "neutral", "confidence": 0.85, "signal | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKAA7V46BNMXK8X2KNH534", "signals": [{"quote": "if I were Apple I would either buy Facebook or Twitter", "stance": "bullish", "confidence": 0.8, "signal_class": "pred | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKAA7V46BNMXK8X2KNH534", "signals": [{"quote": "Apple could over pay and buy Twitter for $50 billion you said a number over 20 they made 24 billion in profits last qu | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKAA7V46BNMXK8X2KNH534", "signals": [{"quote": "the super amazing deal would be if Apple could buy square and f*** Twitter and then just put jack as the chief product | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKVDTD38YVHPEJKHHCT1D4", "signals": [{"quote": "apple missing their revenue for the quarter everybody's freaking out and the stock is taking quite a haircut", "stance | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKVDTD38YVHPEJKHHCT1D4", "signals": [{"quote": "I think that this is the ultimate buying opportunity I be totally honest I'm going to load up on some sock on this bec | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKVDTD38YVHPEJKHHCT1D4", "signals": [{"quote": "some of their key products like the macbook air hasn't been refreshed in in years and they were refreshing the air eve | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKVDTD38YVHPEJKHHCT1D4", "signals": [{"quote": "you look at apple's software strategy for apps they have this I message ... but you can't put that on an android phone | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKVDTD38YVHPEJKHHCT1D4", "signals": [{"quote": "of the top 10 apps on iOS 6 of them are apple or something crazy like that Google I mean Google Google is absolutely c | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKVDTD38YVHPEJKHHCT1D4", "signals": [{"quote": "most programmers still use apple almost exclusively taught to develop ... the vast majority of programmers there on so | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKVDTD38YVHPEJKHHCT1D4", "signals": [{"quote": "in terms of what people are building for in terms of platforms i'd say number one is probably now a hand roid for sure | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM91F95W36XE93SKHM5CN8", "signals": [{"quote": "there was that little thing called Apple cutting ohle c yeah apple cut orders on their phones", "stance": "bearish", " | observed | artifact ↗ | 2013-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM91F95W36XE93SKHM5CN8", "signals": [{"quote": "I think Apple's at Great risk right now I can't believe I'm saying that but Microsoft I just got the surface so I have | observed | artifact ↗ | 2013-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM91F95W36XE93SKHM5CN8", "signals": [{"quote": "you get this massive screen real estate this is the winning I think this becomes the winning format", "stance": "bulli | observed | artifact ↗ | 2013-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM91F95W36XE93SKHM5CN8", "signals": [{"quote": "the gap between Apple and competitive devices whether it's in Mobile phones or tablets or even in or in laptops you kn | observed | artifact ↗ | 2013-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM91F95W36XE93SKHM5CN8", "signals": [{"quote": "I think that what we're seeing now is inevitable it's uh uh it it may not be that terrible a situation for Apple I mea | observed | artifact ↗ | 2013-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM91F95W36XE93SKHM5CN8", "signals": [{"quote": "the problem is for apple that Google has done this or seems to be doing this with Google Glass I have an iPhone 5 I li | observed | artifact ↗ | 2013-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM91F95W36XE93SKHM5CN8", "signals": [{"quote": "I wouldn't underestimate them U but I it's going to take a lot to dislodge Samsung it's got momentum on its side peopl | observed | artifact ↗ | 2013-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM91F95W36XE93SKHM5CN8", "signals": [{"quote": "I think this fewer products got Apple to the point of having this massive excellence but it didn't it's now working ag | observed | artifact ↗ | 2013-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM91F95W36XE93SKHM5CN8", "signals": [{"quote": "it's great that they have these high margins but what is that 100 billion plus dollars $10 billion they what is that d | observed | artifact ↗ | 2013-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM91F95W36XE93SKHM5CN8", "signals": [{"quote": "it feels like it maybe it's 20% ahead of um where apple is and Android is finally usable I'd say it's 80% of what iOS | observed | artifact ↗ | 2013-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM91F95W36XE93SKHM5CN8", "signals": [{"quote": "I couldn't find a single app on so far far on a week with Android that or just under a week that I you know I couldn't | observed | artifact ↗ | 2013-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMNB3NM9S1AZJY076QGW6Q", "signals": [{"quote": "that day Apple put out the physical dimensions of what was going to be and so we cut out pieces of cardboard into iPad | observed | artifact ↗ | 2013-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMNB3NM9S1AZJY076QGW6Q", "signals": [{"quote": "i don't think it was as bad as people made it out to because i never had a problem using it no it's fine yet seemed li | observed | artifact ↗ | 2013-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMNB3NM9S1AZJY076QGW6Q", "signals": [{"quote": "I think it would be a huge mistake to go back to it just because Apple had done it hmm like that's just not a good way | observed | artifact ↗ | 2013-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "apple needs something to differentiate itself for maps maps is just terrible and without something like a ways especia | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "they're willing to pay three or four times as much as they're worth just to differentiate and stop Google Maps from in | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "if they are offering let's say 750 or something like that if they offered 750 they'd be silly not to take it", "stance | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "the reason that apple is offering that is because they've been so embarrassed by their map product I think it's a big | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "think about what Apple's biggest acquisition in their history was it was next in order and they bought that for less t | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "they probably should take more risk but then there's the question of what they should take risk on they don't want to | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "they absolutely have to be competitive the the the problem is if say if say they had never made Apple Maps and a year | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "I'm not I'm not sure wayes competes with Google Maps though like I I I would then you know I use Google Maps for all o | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "I'm a huge Apple fan I have every iPad the mini iPad every iPhone but I just got the Samsung Galaxy Note 2 and it's re | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "that's why why you don't see apple doing phones that are 15 inch wide yeah it's just so dorky", "stance": "bullish", " | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "Chrome is spanking Safari", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speaker_name": "Ben Pa | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "Gmail trounces the mail app on Apple", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speaker_nam | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "YouTube trounces the lack of a apple video competitor", "stance": "bearish", "confidence": 1, "signal_class": "critici | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "if they're going to maintain this Hardware uh lead as the hardware is starting to get better on other phones and the s | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "Apple has to go out and they should have bought Sparrow when they could they got they should have bought ways when the | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "Safari they're always locking it down like there's no plugin architecture The Flash thing like all these things are th | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "they have to buy the top 50 apps out there and make an app team internally that makes all these best of breed apps the | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "what would Steve Jobs do if he was alive Ben right now and he saw that he would get people to build better apps over a | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "we are replacing our calendars and all with other apps", "stance": "bearish", "confidence": 1, "signal_class": "assess | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "it's not just the apps the problem is for the first time the hardware has competitors nothing competed with the iPhone | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "I'm an iPhone user and I'm start using Google Maps I start using Google I start using Gmail I start using Chrome I get | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN1B8FFA3KA2T5DCG83PMZ", "signals": [{"quote": "I think it's a particularly brilliant strategy on Google's part", "stance": "bearish", "confidence": 1, "signal_class" | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XND25PXPVR9S3PDV6XQDBJ", "signals": [{"quote": "I don't understand apple with the software I mean how could they suck so bad at software and then they fire the guy fo | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XND25PXPVR9S3PDV6XQDBJ", "signals": [{"quote": "I think it's a unwillingness to compete with its own developer Community the the real thing that keeps me on Apple rig | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XND25PXPVR9S3PDV6XQDBJ", "signals": [{"quote": "the thing that keeps me on Apple is the apps right it's Evernote and the until I hear developers at Evernote or Facebo | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNN84CFE3M2HB7W9C7D67G", "signals": [{"quote": "it still feels uh very insular it's uh really difficult for our startups to build relationships inside of Apple um you | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPC9BP6J8F2VK86CNCXT76", "signals": [{"quote": "build more stores that was my message to Steve Jobs in 2006 build more stores", "stance": "bullish", "confidence": 0.7 | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPC9BP6J8F2VK86CNCXT76", "signals": [{"quote": "I just know those two companies are so well positioned right for the next five or six years that it seems very unlikel | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPMHBHP9TWVZFPG720VNNC", "signals": [{"quote": "Apple typically waits to not be the first mover I would say right now uh from our own experience from people who have | observed | artifact ↗ | 2012-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ5E1R4XSBPQTA1GEMSYTW", "signals": [{"quote": "they're not the shining example of doing everything right but imagine if they had to build every app in house yeah it | observed | artifact ↗ | 2012-11-17 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ5E1R4XSBPQTA1GEMSYTW", "signals": [{"quote": "I think the cycle of technology has really not innovated in their history they've just copied everybody else's ideas w | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ5E1R4XSBPQTA1GEMSYTW", "signals": [{"quote": "I mean it it seems like they just you know do Q&A six month after a year after you know 5 years after dodgeball and 3 | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ9VXT5Z78V941TPNQRVNR", "signals": [{"quote": "with apple it's um it's it's a bit tricky um and they're you know they want to um extract 30% and content producers in | observed | artifact ↗ | 2012-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ9VXT5Z78V941TPNQRVNR", "signals": [{"quote": "to have a company like apple um come out with their their own app it validates it", "stance": "bullish", "confidence": | observed | artifact ↗ | 2012-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ9VXT5Z78V941TPNQRVNR", "signals": [{"quote": "this is a direct competitor and they've been nice to you by featuring it but now they've come in and they will be the | observed | artifact ↗ | 2012-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ9VXT5Z78V941TPNQRVNR", "signals": [{"quote": "there's no guarantee that they'll even continue supporting or evolving this product", "stance": "bearish", "confidence | observed | artifact ↗ | 2012-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ9VXT5Z78V941TPNQRVNR", "signals": [{"quote": "they have a great business building hardware and they're pretty good at right", "stance": "bullish", "confidence": 0.7 | observed | artifact ↗ | 2012-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQE6JEJ26TSH8AWWRX0YBD", "signals": [{"quote": "I think it could be a huge product for Apple", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", " | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQE6JEJ26TSH8AWWRX0YBD", "signals": [{"quote": "I think it's still a little bit too expensive and I think it'll change their margin structure somewhat for the negativ | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQE6JEJ26TSH8AWWRX0YBD", "signals": [{"quote": "the resolution is not even close to the uh iPad three", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_ | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQE6JEJ26TSH8AWWRX0YBD", "signals": [{"quote": "Steve Jobs was completely wrong on this", "stance": "bullish", "confidence": 0.7, "signal_class": "criticism", "speake | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQE6JEJ26TSH8AWWRX0YBD", "signals": [{"quote": "I think Henry the margin on this has got to be 100% for them right it's costing them 180 bucks 190 bucks same cost as | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "what I want to question is Apple itself duoo over every little feature as if it's real Innovation where's the Innovati | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "the management stuff is 100% predictable", "stance": "neutral", "confidence": 0.9, "signal_class": "assessment", "spea | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "we have not seen the the game changer from Apple since the iPad", "stance": "bearish", "confidence": 0.8, "signal_clas | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "I think the iPad was revolutionary but anything that sells 100 million copies KY revolutionary", "stance": "bullish", | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "where the hell is the Apple TV the TV is the one that we've been waiting for", "stance": "bearish", "confidence": 0.9, | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "I think what they wanted to do is they didn't want to confuse the market with too much product and they're trying to m | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "I think Tim Cook is such a wonk when it comes to in a good way managing the supply chain", "stance": "bullish", "confi | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "if Steve Jobs was alive rest in peace Steve um if Steve Jobs left today he would have put that TV out", "stance": "neu | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "he wouldn't have done iPad Mini right wasn't he didn't he said like don't need given the performance", "stance": "neut | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "given that they're selling a million or something of these Nexus sevens a month he would have uh he would have because | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "I think what Tim Cook is doing is managing again he manages for peace and predictability", "stance": "neutral", "confi | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "why should I confuse the market if people are coming into the store and they got $500 to spend let's sell them this or | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "what's the rush if the TVs be next year", "stance": "neutral", "confidence": 0.8, "signal_class": "assessment", "speak | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQZPB78NPXAEAQBSP323W9", "signals": [{"quote": "Apple apologize because they're app yes think about that this is the difference Tim Cook apologizes over the maps bein | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRD0SHQ9P7GM6W77VZEYBM", "signals": [{"quote": "I expected a much different price and I it feels like a huge mistake but maybe they're just going to drop the price po | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRD0SHQ9P7GM6W77VZEYBM", "signals": [{"quote": "they're still going to sell as many as they can make...the iPad is now a huge franchise for them and a lot of people w | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRD0SHQ9P7GM6W77VZEYBM", "signals": [{"quote": "I'm not sure that that uh the smaller iPad is necessarily going to be exciting to consumers or great for the web and t | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRD0SHQ9P7GM6W77VZEYBM", "signals": [{"quote": "yeah that is fair I mean he he was pretty disciplined about that", "stance": "neutral", "confidence": 0.8, "signal_cla | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRD0SHQ9P7GM6W77VZEYBM", "signals": [{"quote": "so apple is not in any uh this isn't going to take any meaningful market share from Apple or it's going to take meanin | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRD0SHQ9P7GM6W77VZEYBM", "signals": [{"quote": "this is the iOS um sort of dilemma when you lock a piece of software down the way Apple tends to do you have no innova | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRD0SHQ9P7GM6W77VZEYBM", "signals": [{"quote": "it's a a real high bar to catch up with the user experience and the the compelling design of Apple products", "stance" | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRD0SHQ9P7GM6W77VZEYBM", "signals": [{"quote": "I would love to see innovation in dialers and keypads and and all kinds of stuff like that but I I can't help have thi | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRD0SHQ9P7GM6W77VZEYBM", "signals": [{"quote": "I'm not sure that this is something that's going to happen anytime soon but it's a legitimate concern that that they m | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRD0SHQ9P7GM6W77VZEYBM", "signals": [{"quote": "Google Maps on the on the old iPhone had uh Transit directions as an option and now the the Apple Maps doesn't those a | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "is this really Apple payments in Disguise in your mind it's coming and in fact you can do payments today with things l | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "they have to they they they have to", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "I think they will have credit cards perhaps before that", "stance": "bullish", "confidence": 1, "signal_class": "predi | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "I I think it's um I think it's imminent", "stance": "bullish", "confidence": 0.9, "signal_class": "prediction", "speak | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "you're already seeing it's been out 3 weeks yeah you're already seeing numbers Major League Baseball they deployed it | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "I can't see that ever happening", "stance": "bearish", "confidence": 1, "signal_class": "prediction", "speaker_name": | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "I I think Tim will do what is in the best interest of the shareholders and if they determine that going across platfor | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "we have a great relationship with them and uh actually it's it's been wonderful working with them they uh you know the | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "Apple doesn't even isn't even involved in that yes Apple just is they they're holding the device but they don't have a | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "all Apple puts out this pass book", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "speaker_nam | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "you build a great relationship with Apple so we've done that", "stance": "neutral", "confidence": 1, "signal_class": " | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "all the stuff we were banging on was fixing Passbook in away so so that was really helpful", "stance": "bullish", "con | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "I was wondering you know if apps are the future why do you need the HTML 5 Guys so that that's seems very odd to me", | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "Siri they hired the A9 guy so obviously siri.com will become a search engine that's my belief is that you'll go to sir | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "they did Maps right whether or not people think they're any good what do you think I have no issues", "stance": "bulli | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "have you looked at the 3D view it's just like tremendous it's like a SGI workation on your phone", "stance": "bullish" | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "wallet is going to be a big deal", "stance": "bullish", "confidence": 0.6, "signal_class": "prediction", "speaker_name | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRWQQCKE7N2TJYX3BPVFGM", "signals": [{"quote": "Apple's picking off each one of uh their former Google Partnerships", "stance": "neutral", "confidence": 0.6, "signal_ | observed | artifact ↗ | 2012-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XST7EVKAACP8FKBX5DGSFE", "signals": [{"quote": "Apple only puts out the most polished version so if Apple puts out a wearable computer like that it's going to be like | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XST7EVKAACP8FKBX5DGSFE", "signals": [{"quote": "Apple's busy with maps right so that's going to consume it", "stance": "neutral", "confidence": 0.7, "signal_class": " | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XST7EVKAACP8FKBX5DGSFE", "signals": [{"quote": "Apple's own Maps app uh had a kind of disastrous uh beginning", "stance": "neutral", "confidence": 0.9, "signal_class" | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XST7EVKAACP8FKBX5DGSFE", "signals": [{"quote": "Apple reportedly wanted its own app because Google wasn't willing to do Voice driven directions", "stance": "neutral", | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XST7EVKAACP8FKBX5DGSFE", "signals": [{"quote": "iCloud works it just works", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speaker_name": "Ja | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XST7EVKAACP8FKBX5DGSFE", "signals": [{"quote": "in iOS 6 you can make a photo stream that's in your photo area and share it with friends ... now we can all put photos | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "ios 6 maps from apple is a complete utter embarrassment", "stance": "bearish", "confidence": 1, "signal_class": "criti | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "this is a revolutionary product even though it's incremental so it's incrementally better five or six different ways w | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "it's a revolution it's the best iphone ever made it's the best phone ever made clearly", "stance": "bullish", "confide | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "this is so light it almost feels flimsy it almost feels like you would want an extra ounce or two on it because it fee | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "what i think this will do is it's going to increase usage of the device because it's got lte and because it got the fa | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "it's a smart move money for apple and it's lighter", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_cla | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "i think that's a decision steve jobs would not have made he wouldn't have let them take the glass off the back", "stan | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "i don't think that they have a better form factor", "stance": "neutral", "confidence": 0.7, "signal_class": "assessmen | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "every time they release an incremental update like they've done it blows the expectations out of the water it's workin | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "i don't think apple is has has the need to do it right now until they until and if they lose their dominant position i | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "the the the iphone is half of their revenue or more it's i mean it's the best-selling product they have", "stance": "n | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "why would you risk the franchise", "stance": "neutral", "confidence": 0.7, "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "i feel like it is the end of innovation the smartphone or we've gotten to the 90 mark", "stance": "neutral", "confiden | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "from apple's perspective i think that they're going to continue to release products and one product in each category t | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "i think they're gonna do the seven because they have to have a 250 on the market they can't beat 399 forever", "stance | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "the ios 6 update came out earlier this week and the first thing everybody noticed is that apple's own maps app is not | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "the photo upgrade is pretty nice because it gives you nice logos like do you want to send this to uh use it as your wo | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "the app for maps is terrible clearly but it has some innovative features", "stance": "mixed", "confidence": 0.9, "sign | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "it's really difficult for a company like apple that's been doing something a certain way for so long to change the way | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "i imagine they want it to decouple from google i mean having google so tightly integrated into their most important pr | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "if you look at maps what perce i guess what they did was they looked at what percentage of time is spent on each app a | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "it's going to become a pretty compelling war between these two companies", "stance": "neutral", "confidence": 0.8, "si | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "apple's not a social company they're not but the device is you know and so if the device is primary use or one of the | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "i think apple needs to stay on what their mission is yeah is to make incredibly great hardware devices that have good | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTBXPA4H85FF1KVQ0TCT16", "signals": [{"quote": "i mean what where they just spend a billion dollars on maps they'll get it right eventually right brian yeah although | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTF0NXGBBKVZT6CQ8WZFNB", "signals": [{"quote": "Apple just came out with AirPlay um you know in the last year or so and if you ask a 100 people if they know what AirP | observed | artifact ↗ | 2012-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTF0NXGBBKVZT6CQ8WZFNB", "signals": [{"quote": "the original Macintosh development project as a touchstone... the Macintosh was engineered from the motherboard up to | observed | artifact ↗ | 2012-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTF0NXGBBKVZT6CQ8WZFNB", "signals": [{"quote": "The adoption of the iPad in corporate America has been really interesting to me and and hugely helpful, I think, in pu | observed | artifact ↗ | 2012-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTF0NXGBBKVZT6CQ8WZFNB", "signals": [{"quote": "It's a nice thing when other companies create a product that makes your product that much more rich and enjoyable.", " | observed | artifact ↗ | 2012-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTXGCBTWDMR3RERYRD1281", "signals": [{"quote": "the one juror who cenet interviewed last week said that there was no Hometown bias in they followed the judge's instru | observed | artifact ↗ | 2012-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV5JNA9STPX71KV3PZFJJP", "signals": [{"quote": "there are lots of people who put themselves in that value chain whether it's apple with the iPhone or Flipboard with t | observed | artifact ↗ | 2012-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV5JNA9STPX71KV3PZFJJP", "signals": [{"quote": "if you want to have a mobile app that's well-received you've got to figure out how to build a relationship with apple | observed | artifact ↗ | 2012-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV5JNA9STPX71KV3PZFJJP", "signals": [{"quote": "the transition to iPad Kindle Nook like apps for your magazine I love those things because after the initial bout of T | observed | artifact ↗ | 2012-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV5JNA9STPX71KV3PZFJJP", "signals": [{"quote": "I think Apple started teaching them to do that with iTunes", "stance": "bullish", "confidence": 1, "signal_class": "as | observed | artifact ↗ | 2012-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVKERDX1WXKRDYSTQ9GTVH", "signals": [{"quote": "I believe that Steve had the right passion at exactly the right time and and so if you look at the product run it's ac | observed | artifact ↗ | 2012-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVKERDX1WXKRDYSTQ9GTVH", "signals": [{"quote": "Apple also had a wonderful uh cache to them it was the early adopters it was the hip group", "stance": "bullish", "con | observed | artifact ↗ | 2012-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVKERDX1WXKRDYSTQ9GTVH", "signals": [{"quote": "one of the things that Apple needs to try to do is keep from everybody trying to St Channel Steve Jobs ... I believe t | observed | artifact ↗ | 2012-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVKERDX1WXKRDYSTQ9GTVH", "signals": [{"quote": "the Innovations were mostly done by others right and and Steve edited well", "stance": "neutral", "confidence": 0.8, " | observed | artifact ↗ | 2012-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVKERDX1WXKRDYSTQ9GTVH", "signals": [{"quote": "they had a creative environment ... the whole environment was very creative Centric", "stance": "bullish", "confidence | observed | artifact ↗ | 2012-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVW076BGJBE2KMS6XMVBYG", "signals": [{"quote": "Is anybody care about iPhone 5? Is it like the iPhone 4 is such a good product that the iPhone 5 doesn't matter? I wan | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVW076BGJBE2KMS6XMVBYG", "signals": [{"quote": "This might be a reason to I'm not saying short Apple, but maybe Apple's sales are down reign is over.", "stance": "bea | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVW076BGJBE2KMS6XMVBYG", "signals": [{"quote": "AT&T Verizon just last week said they're selling less iPhones. They're selling a lot less.", "stance": "bearish", "con | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVW076BGJBE2KMS6XMVBYG", "signals": [{"quote": "I think the difference between the Android phones and the iPhone are that it's narrowing the experience.", "stance": " | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVW076BGJBE2KMS6XMVBYG", "signals": [{"quote": "well, if it's narrowing and it's version five, I sort of feel like we're getting to like gee, you know, version five o | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVW076BGJBE2KMS6XMVBYG", "signals": [{"quote": "I think this is why they have to get that Apple TV out and they got to get the 7in iPad out.", "stance": "bullish", "c | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX0TRPWHNQVAPJPGPBP8NA", "signals": [{"quote": "eventually apple and Facebook will have search engines and email clients right", "stance": "neutral", "confidence": 0. | observed | artifact ↗ | 2012-07-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX0TRPWHNQVAPJPGPBP8NA", "signals": [{"quote": "look to China to see what happened over there the cheapest the cheapest devices anywhere and there's a craze for iPhon | observed | artifact ↗ | 2012-07-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX0TRPWHNQVAPJPGPBP8NA", "signals": [{"quote": "I know $200 Xbox console I have $1 unable to a lot of people no I know but when you think about the iPhone you know I | observed | artifact ↗ | 2012-07-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX0TRPWHNQVAPJPGPBP8NA", "signals": [{"quote": "well I mean I think it's silly to think that Apple would have the dominant position forever of course others are going | observed | artifact ↗ | 2012-07-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXA5EB7EMYNSE24WB2GEZ3", "signals": [{"quote": "we've been working with over 20 companies right now Hightech companies like Apple and Google to accept those um and we | observed | artifact ↗ | 2012-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXC42GKVG6BVEKBB0XRJJ2", "signals": [{"quote": "Apple's going to make a television.", "stance": "neutral", "confidence": 0.7, "signal_class": "prediction", "speaker_n | observed | artifact ↗ | 2012-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXWSZPR455TB3C45S780NN", "signals": [{"quote": "I think that one of the biggest advantages that Apple has which is kind of a dark-horse thing is that since iOS I thin | observed | artifact ↗ | 2012-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXWSZPR455TB3C45S780NN", "signals": [{"quote": "you look at the market leader for this you look at Apple and you know they're able to deliver consistently high qualit | observed | artifact ↗ | 2012-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXWSZPR455TB3C45S780NN", "signals": [{"quote": "if Apple had great success building hardware software soup-to-nuts", "stance": "bullish", "confidence": 0.9, "signal_c | observed | artifact ↗ | 2012-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXWSZPR455TB3C45S780NN", "signals": [{"quote": "the integration that Apple has done so well between hardware and software it took him a long time to do it they had St | observed | artifact ↗ | 2012-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXWSZPR455TB3C45S780NN", "signals": [{"quote": "Apple is not agnostic correct this is only for Apple devices currently", "stance": "bearish", "confidence": 0.9, "sign | observed | artifact ↗ | 2012-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXWSZPR455TB3C45S780NN", "signals": [{"quote": "Apple TV's actually been performing pretty well for them lately", "stance": "bullish", "confidence": 0.9, "signal_clas | observed | artifact ↗ | 2012-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXWSZPR455TB3C45S780NN", "signals": [{"quote": "they can fight Apple where they're weakest which is on the open source front and the closeness of the system", "stance | observed | artifact ↗ | 2012-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXWSZPR455TB3C45S780NN", "signals": [{"quote": "anybody wants to do anything innovative with the iPad they they have to wait for the gatekeeper to approve", "stance": | observed | artifact ↗ | 2012-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXZBMXPVSGP2PJXTTZVWQ4", "signals": [{"quote": "you see it with apple you see it with Google with search you see with the iPhone it's very difficult to compete agains | observed | artifact ↗ | 2012-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ05K65D99PA1N0FTY3NK6", "signals": [{"quote": "she sold the company Apple", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name": "Jaso | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ05K65D99PA1N0FTY3NK6", "signals": [{"quote": "they bought us because we were a leading company very early in the space we had a roster a big roster of Premium brand | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ05K65D99PA1N0FTY3NK6", "signals": [{"quote": "he did think that it was critically important important to bring the emotional aspect um of advertising that is so wel | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ05K65D99PA1N0FTY3NK6", "signals": [{"quote": "I think it makes sense I think the pricing um is starting to align better with Market rates and Market expectations I | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ05K65D99PA1N0FTY3NK6", "signals": [{"quote": "the album cover couldn't you just show the video I mean I know it drain the battery a little bit more but why don't yo | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ05K65D99PA1N0FTY3NK6", "signals": [{"quote": "I do think that path responded and apple responded so quickly to that to have that dialogue message come up", "stance" | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ05K65D99PA1N0FTY3NK6", "signals": [{"quote": "that is brand busting trust right and apple is the opposite I would think so", "stance": "bullish", "confidence": 0.85 | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ05K65D99PA1N0FTY3NK6", "signals": [{"quote": "it's a very secretive company and I actually tried to get an answer to that question many times and uh like I you lite | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ05K65D99PA1N0FTY3NK6", "signals": [{"quote": "they did a survey of 5,000 consumers in the US and UK and they give two different answers one of them says that half o | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ05K65D99PA1N0FTY3NK6", "signals": [{"quote": "I mean so basically Apple could start a bank yes they could do like JP Morgan Chase and you could give them your money | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ05K65D99PA1N0FTY3NK6", "signals": [{"quote": "if you ask people who've bought three or more Apple devices or five or more Apple devices or have bought had Apple dev | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ450PDPJZ44QYM5QVPP1D", "signals": [{"quote": "I predicted the iPad would go down to 399.", "stance": "neutral", "confidence": 0.8, "signal_class": "prediction", "sp | observed | artifact ↗ | 2012-05-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ450PDPJZ44QYM5QVPP1D", "signals": [{"quote": "I wish Steve Jobs was around to make clear branding for Apple the new iPad can you just call the iPad they should have | observed | artifact ↗ | 2012-05-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ450PDPJZ44QYM5QVPP1D", "signals": [{"quote": "I stopped using the Kindle Fire it's too slow too sluggish narrative so if you have the iPad", "stance": "bullish", "c | observed | artifact ↗ | 2012-05-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZ450PDPJZ44QYM5QVPP1D", "signals": [{"quote": "Apple had a 55 share but sales have collapsed in the early months of 2012. they've sold about somewhere in the neighbo | observed | artifact ↗ | 2012-05-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZMKMC0H62GQRDXPCGPPYC", "signals": [{"quote": "well Apple made it easy to use", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_name": " | observed | artifact ↗ | 2012-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZMKMC0H62GQRDXPCGPPYC", "signals": [{"quote": "Apple built into your iPhone you know we have this OS remember Apple wanted to acquire Dropbox for a short time and St | observed | artifact ↗ | 2012-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZYWKVNZPZYYRBKHJ1ZD6S", "signals": [{"quote": "I mean you know Apple being the most obvious most closed apple apple and Facebook are the closed ones", "stance": "neu | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZYWKVNZPZYYRBKHJ1ZD6S", "signals": [{"quote": "I buy at a billion dollars I think it's a good company yeah still buy because you know 20 million users it's a it's a | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZYWKVNZPZYYRBKHJ1ZD6S", "signals": [{"quote": "I've met with Phil before I think he's he's super smart I think they they've got a really interesting product but it's | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZYWKVNZPZYYRBKHJ1ZD6S", "signals": [{"quote": "Apple historically is petty no no no is so good at not revealing their biases or anything like I mean I think so to se | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0FVKFHGDB35CNZ6GMGGHJ", "signals": [{"quote": "I think they're a great product company", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speak | observed | artifact ↗ | 2012-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0FVKFHGDB35CNZ6GMGGHJ", "signals": [{"quote": "the software Hardware integration on those products is seamless and when it's not it sucks right it's really bad", "st | observed | artifact ↗ | 2012-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0FVKFHGDB35CNZ6GMGGHJ", "signals": [{"quote": "they built iCloud instead of buying something is because their DNA is we can do it better", "stance": "neutral", "conf | observed | artifact ↗ | 2012-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0FVKFHGDB35CNZ6GMGGHJ", "signals": [{"quote": "I think eventually it's going to be right on that kind of cloud service side that Integrated Service side they haven't | observed | artifact ↗ | 2012-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0MSHK6D95WYJGYFNAAQMH", "signals": [{"quote": "why isn't Apple buying this company either you have to wonder Apple's paying a dividend instead of buying Instagram an | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1EAA2WW6DA3XJ0PM7BBJ1", "signals": [{"quote": "I think what Google wants to be is Apple you know they now that they've done so much it's sort of like a what's next m | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1EAA2WW6DA3XJ0PM7BBJ1", "signals": [{"quote": "they want to come out with products that when they're 50 years old and 60 years old people go those guys were like Edi | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1ZDVR3XWHW83N4V9465DM", "signals": [{"quote": "like what's going on between apple and google you know those guys have other any agreements is to just go make out yea | observed | artifact ↗ | 2012-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y488PJ6363D8EJBJNHEP72", "signals": [{"quote": "my personal take on this is that this is really a slipstream release to sort of bolster um the fumbled release of OSX | observed | artifact ↗ | 2012-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y488PJ6363D8EJBJNHEP72", "signals": [{"quote": "Apple's going to be cutting off a lot of old computers as well with this release so those computers will be consigned | observed | artifact ↗ | 2012-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y488PJ6363D8EJBJNHEP72", "signals": [{"quote": "this is clearly a signal uh that the It's The End of the kind of computer desktop computer era and in fact uh this new | observed | artifact ↗ | 2012-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y4R1XZ32V5E7QYAWAQDJF2", "signals": [{"quote": "what a piece of garbage that device is and yet it shows that 100 I mean I sorry Jeff but it is a poorly designed Hardw | observed | artifact ↗ | 2012-02-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y4R1XZ32V5E7QYAWAQDJF2", "signals": [{"quote": "in Q4 uh Apple made more revenue from iPad than from the Macintosh wow yeah 20% Revenue came from the iPad 14% from Ma | observed | artifact ↗ | 2012-02-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y4TAN5MV63FH268XQ9FMAQ", "signals": [{"quote": "Steve Jobs took it to another level whole another level right with the iPod", "stance": "bullish", "confidence": 1, "s | observed | artifact ↗ | 2012-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y4TAN5MV63FH268XQ9FMAQ", "signals": [{"quote": "I just bought a new Macbook Air and because I wanted the Thunderbolt for no reason because there's no Thunderbolt devi | observed | artifact ↗ | 2012-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y4TAN5MV63FH268XQ9FMAQ", "signals": [{"quote": "what Apple does that's that's magnificent is they're so good at creating an experience in the store ... they're great | observed | artifact ↗ | 2012-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y4TAN5MV63FH268XQ9FMAQ", "signals": [{"quote": "when Bluetooth was in the iPhone right was it in the iPhone from the beginning or it was it was starting and did it wo | observed | artifact ↗ | 2012-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5N42NZ8QE3QX70BYVY1R3", "signals": [{"quote": "it seems like Apple will try to get away with as much as they can and then let's see if the market sort of pushes them | observed | artifact ↗ | 2012-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5N42NZ8QE3QX70BYVY1R3", "signals": [{"quote": "it is really cumbersome to wait for Apple to approve your apps and like we have one app that's been two months and lik | observed | artifact ↗ | 2012-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5N42NZ8QE3QX70BYVY1R3", "signals": [{"quote": "this kind of seems like Apple its worst I mean if we with the wanting to control everything lock everything and I mean | observed | artifact ↗ | 2012-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5N42NZ8QE3QX70BYVY1R3", "signals": [{"quote": "I bet you if you build a tool that allows you to publish to the Apple book tool they're gonna fight that as well just | observed | artifact ↗ | 2012-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y67AFNTJP7N6RXN84RQ1B9", "signals": [{"quote": "this is the best Computing device ever built", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", " | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y67AFNTJP7N6RXN84RQ1B9", "signals": [{"quote": "they're actually consistently sort of doing upgrades to the hardware without releasing it as new models", "stance": "n | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y67AFNTJP7N6RXN84RQ1B9", "signals": [{"quote": "the hard drive just yesterday is now twice as fast the new ones are now twice as fast as the old ones the read write s | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y67AFNTJP7N6RXN84RQ1B9", "signals": [{"quote": "they seem to be the one company that feels the most Apple or Sony like to me", "stance": "neutral", "confidence": 0.7, | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y67AFNTJP7N6RXN84RQ1B9", "signals": [{"quote": "it feels to me like Samsung is going to be you know is on a head-on collision course with apple it does feel that way" | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6QHKSR9PF816TQV23H4Q9", "signals": [{"quote": "I think that's an alternative to search I think that you can go to Google or you can ask Siri but when you ask Siri it | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6QHKSR9PF816TQV23H4Q9", "signals": [{"quote": "not that I know of and I think now that Apple has it you know it's not likely um I think again it's a Walled Garden um | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6QSNFR61W7Q9K6N3SJYW4", "signals": [{"quote": "I think there's probably only one company on the planet that's doing super amazing that has that Stone Face facade and | observed | artifact ↗ | 2012-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6QSNFR61W7Q9K6N3SJYW4", "signals": [{"quote": "they hired that guy from I think Yale business school they hired the head the dean of Yale business school to come in | observed | artifact ↗ | 2012-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6QSNFR61W7Q9K6N3SJYW4", "signals": [{"quote": "when Apple has an official blog and an official Twitter account official Facebook that they're actually like feeding i | observed | artifact ↗ | 2012-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6QSNFR61W7Q9K6N3SJYW4", "signals": [{"quote": "apple is spectacular at those two things", "stance": "bullish", "confidence": 0.9, "signal_class": "endorsement", "spe | observed | artifact ↗ | 2012-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6QSNFR61W7Q9K6N3SJYW4", "signals": [{"quote": "if you want to add four buttons to the bottom of the iPad then you should go buy an Android", "stance": "bullish", "co | observed | artifact ↗ | 2012-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8D0VXFDDFN7SH4XB4D3J5", "signals": [{"quote": "this is going to be a revolutionary device this will AB absolutely Force yeah but whoever's thinking of buying that th | observed | artifact ↗ | 2011-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8D0VXFDDFN7SH4XB4D3J5", "signals": [{"quote": "this is a game Cher absolutely mark my words a massive Game Changer cuz this is a viable coexister competitor to the i | observed | artifact ↗ | 2011-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8D0VXFDDFN7SH4XB4D3J5", "signals": [{"quote": "the apps on it have been and people need to know this before they buy it they you're not getting an Android device you | observed | artifact ↗ | 2011-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8D0VXFDDFN7SH4XB4D3J5", "signals": [{"quote": "Steve Jobs forced their hand made it 99 Cents", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", | observed | artifact ↗ | 2011-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8ZXK022XHGD755A21HCYJ", "signals": [{"quote": "luckily Steve Jobs and that thing um really accelerated digital music", "stance": "bullish", "confidence": 1, "signal_ | observed | artifact ↗ | 2011-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8ZXK022XHGD755A21HCYJ", "signals": [{"quote": "we looked at it and went n you know nice for Apple people but uh yeah you know small Market", "stance": "bearish", "co | observed | artifact ↗ | 2011-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8ZXK022XHGD755A21HCYJ", "signals": [{"quote": "that first iPod was pretty expensive too so relative to the other MP3 players that had been around for a couple of yea | observed | artifact ↗ | 2011-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8ZXK022XHGD755A21HCYJ", "signals": [{"quote": "I'm not a big believer in the Apple TV as a music device", "stance": "bearish", "confidence": 1, "signal_class": "crit | observed | artifact ↗ | 2011-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8ZXK022XHGD755A21HCYJ", "signals": [{"quote": "I don't think Apple would say we have a music solution", "stance": "neutral", "confidence": 1, "signal_class": "assess | observed | artifact ↗ | 2011-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8ZXK022XHGD755A21HCYJ", "signals": [{"quote": "I think they have a really good um uh you know streaming TV solution", "stance": "bullish", "confidence": 1, "signal_c | observed | artifact ↗ | 2011-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8ZXK022XHGD755A21HCYJ", "signals": [{"quote": "I'm one of the Believers that thinks they'll make a TV and it'll be a great one as well", "stance": "bullish", "confid | observed | artifact ↗ | 2011-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8ZXK022XHGD755A21HCYJ", "signals": [{"quote": "we have an integration with AirPlay and it's uh it's not as good as I would like it because they were uh they weren't | observed | artifact ↗ | 2011-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8ZXK022XHGD755A21HCYJ", "signals": [{"quote": "we wouldn't exist if Apple didn't push the music", "stance": "bullish", "confidence": 1, "signal_class": "assessment", | observed | artifact ↗ | 2011-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y8ZXK022XHGD755A21HCYJ", "signals": [{"quote": "let's assume that Apple starts you know doing what the rest of us are doing and selling You Know 24-bit audio you know | observed | artifact ↗ | 2011-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y9ENSJ5ER9KSNFFSY6X58V", "signals": [{"quote": "I mean this device in particular is just amazing for that right", "stance": "bullish", "confidence": 0.8, "signal_clas | observed | artifact ↗ | 2011-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y9ENSJ5ER9KSNFFSY6X58V", "signals": [{"quote": "having wonderful hardware that people want to consume media through is a huge differentiator for Apple", "stance": "bu | observed | artifact ↗ | 2011-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y9ENSJ5ER9KSNFFSY6X58V", "signals": [{"quote": "apple TV 2 apple TV experience not great", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism", "speak | observed | artifact ↗ | 2011-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y9ENSJ5ER9KSNFFSY6X58V", "signals": [{"quote": "I believe that once they have that screen in the house i think there's going to be a whole group of people who just ha | observed | artifact ↗ | 2011-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YA1598TAJSNW9BHVWFHT8G", "signals": [{"quote": "I guess the fairness ER is that Apple even though it's a very tightly controlled garden they're very upfront from the | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YA1598TAJSNW9BHVWFHT8G", "signals": [{"quote": "Apple if they don't if they reject your app which they do in front and not later like after you've been in the store t | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YA1598TAJSNW9BHVWFHT8G", "signals": [{"quote": "the screen is a thousand times better than the iPhones and it's huge and the Android operating system right now in my | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YA40M2DW6GV36AFANQ9VHS", "signals": [{"quote": "here i have a patent from a company i just pulled up a random one here this is from a company called apple computer in | observed | artifact ↗ | 2011-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YASFP7MQ8AAZ5769AW1W6W", "signals": [{"quote": "I don't actually think anybody does they're very secretive about what their process is", "stance": "neutral", "confide | observed | artifact ↗ | 2011-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YASFP7MQ8AAZ5769AW1W6W", "signals": [{"quote": "Steve Jobs doing a keynote three times a year is unsustainable well it's not the pr that's driving Apple's growth I me | observed | artifact ↗ | 2011-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YATHJN2C8GEJ1N7EZS4GW0", "signals": [{"quote": "I have a friend who works at Apple and what she said was um apple is run this her her speaking off top here is Apple's | observed | artifact ↗ | 2011-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YATHJN2C8GEJ1N7EZS4GW0", "signals": [{"quote": "you look at Steve Jobs and you go all right the guy is even more genius than I thought yeah cuz he pulled off to me wh | observed | artifact ↗ | 2011-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YATHJN2C8GEJ1N7EZS4GW0", "signals": [{"quote": "I haven't seen Apple try to release you know an an expensive version of the iPhone it always keeps on being like more | observed | artifact ↗ | 2011-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBG9KX96WDX7B9JGEEBA5W", "signals": [{"quote": "the street is actually not a rumor it's confirmed in the uh iOS SDK um the thing that we use to build apps um they add | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBG9KX96WDX7B9JGEEBA5W", "signals": [{"quote": "the reason why we chose iOS was because we all had iPhones and and frankly like the camera was pretty awesome and um w | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBG9KX96WDX7B9JGEEBA5W", "signals": [{"quote": "it's one of the most important updates for Instagram since the iPhone 4", "stance": "bullish", "confidence": 1, "signa | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBG9KX96WDX7B9JGEEBA5W", "signals": [{"quote": "if it's one thing Apple's been really good at it's been you know treating developers equally", "stance": "neutral", "c | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBG9KX96WDX7B9JGEEBA5W", "signals": [{"quote": "the creation actually is more um I think helps startups because you can get promoted early on", "stance": "bullish", " | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBG9KX96WDX7B9JGEEBA5W", "signals": [{"quote": "we saw like a 2X increase in the amount of signups per day", "stance": "bullish", "confidence": 1, "signal_class": "fa | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBG9KX96WDX7B9JGEEBA5W", "signals": [{"quote": "they're very responsive which is great", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speake | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBN9J1NMZ39VXPM1DC9KC0", "signals": [{"quote": "Apple comes out that's the first device I go that's mobile okay uh inface to everything else that's mobile", "stance": | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBN9J1NMZ39VXPM1DC9KC0", "signals": [{"quote": "the other player is Google and Android ... everybody else will be wiped off the map there going to be Apple and Google | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBN9J1NMZ39VXPM1DC9KC0", "signals": [{"quote": "they can fail yeah they can succeed", "stance": "mixed", "confidence": 1, "signal_class": "prediction", "speaker_name" | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBN9J1NMZ39VXPM1DC9KC0", "signals": [{"quote": "when Apple comes in that's when the clock starts yeah that's when the get races start", "stance": "bullish", "confiden | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBN9J1NMZ39VXPM1DC9KC0", "signals": [{"quote": "layering on top a good efficient system Spotify Apple I I hope they call it IM music whatever um I think you're going | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBYN1XSFYVAFZEY5VD4J9E", "signals": [{"quote": "over the next two years or so everything becomes voice enabled because of the iPhone", "stance": "bullish", "confidenc | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBYN1XSFYVAFZEY5VD4J9E", "signals": [{"quote": "he likes to push some technology that nobody else could commercialize", "stance": "bullish", "confidence": 0.8, "signa | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBYN1XSFYVAFZEY5VD4J9E", "signals": [{"quote": "the reason why he had to wait until he had the faster processor was because voice recognition requires a lot of analyt | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBYN1XSFYVAFZEY5VD4J9E", "signals": [{"quote": "the new interface for searching you're not actually going to Google anymore they're hijacking the input to search this | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBYN1XSFYVAFZEY5VD4J9E", "signals": [{"quote": "you look like a huge dork when you talk to a computer that's why people don't like it", "stance": "bearish", "confiden | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBYN1XSFYVAFZEY5VD4J9E", "signals": [{"quote": "Apple will be coming out with a 7 inish tablet I understand which will be smaller than the iPad obviously bigger than | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBYN1XSFYVAFZEY5VD4J9E", "signals": [{"quote": "the iPhone 3G whatever s is free now with a activation", "stance": "neutral", "confidence": 0.9, "signal_class": "fact | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBYN1XSFYVAFZEY5VD4J9E", "signals": [{"quote": "instead of giving their kids riddle and they just give him an iPod touch I mean it literally is the ADHD medicine of t | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC4DVKN4VKXYEQ134VER0K", "signals": [{"quote": "I always had this rule that whatever Steve Jobs you know presents it I tell my assistant buy it and I said if he holds | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC4DVKN4VKXYEQ134VER0K", "signals": [{"quote": "I was critical of some things he did like the closed ecosystem you know sometimes some heavy-handed tactics like not i | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC4DVKN4VKXYEQ134VER0K", "signals": [{"quote": "for one of the for clearly the CEO of our time perhaps the best CEO innovator of all time", "stance": "bullish", "conf | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC4DVKN4VKXYEQ134VER0K", "signals": [{"quote": "in hindsight in hindsight it has turned out to be so correct as much as we criticize him for being uh creating the clo | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC4DVKN4VKXYEQ134VER0K", "signals": [{"quote": "you release an iPad app it gets a lot more attention than putting the same content on the open web or on the on YouTub | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCKF3PS3QF2A7DD4CHYJVR", "signals": [{"quote": "give it four years, guys... prediction in the envelope for me about Apple. Four years from now, it'll be the same. You | observed | artifact ↗ | 2011-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCKF3PS3QF2A7DD4CHYJVR", "signals": [{"quote": "You now have the world execution guy in charge of Apple. It's not there because of only execution. It was there becaus | observed | artifact ↗ | 2011-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCKF3PS3QF2A7DD4CHYJVR", "signals": [{"quote": "I have to agree with Steve on this. I think that um Apple's going to do fine at least for the next 18 24 months. I wou | observed | artifact ↗ | 2011-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCKF3PS3QF2A7DD4CHYJVR", "signals": [{"quote": "I thought they essentially threw down the marker against Apple, the cloud and iTunes.", "stance": "neutral", "confiden | observed | artifact ↗ | 2011-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCKF3PS3QF2A7DD4CHYJVR", "signals": [{"quote": "This really is going to be an Apple, you know, Facebook struggle with Google trying to catch up on the bottom.", "stan | observed | artifact ↗ | 2011-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCKF3PS3QF2A7DD4CHYJVR", "signals": [{"quote": "I couldn't agree with Steve more. I I kind of like do think this is between Apple and Facebook and um Google's just ki | observed | artifact ↗ | 2011-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCKF3PS3QF2A7DD4CHYJVR", "signals": [{"quote": "I think the thing that your viewers ought to think about is Tim Cook the guy that's going to lead Apple into innovatio | observed | artifact ↗ | 2011-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDWWRB4WJDN8S4JT29JJ4C", "signals": [{"quote": "I got the Galaxy Samsung which is 25% more real estate than the iPhone and ... the battery lasts forever twice as long | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YENCNP0ZJ0N1YXMVP0Z56J", "signals": [{"quote": "Apple actually cuz Apple would love to have a social presence and they would love to have it as a messaging syst", "st | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YENCNP0ZJ0N1YXMVP0Z56J", "signals": [{"quote": "finally to compete with apples and I think it could be real interesting", "stance": "neutral", "confidence": 0.8, "sig | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGPCKVWH350Q5XAK9ETCH0", "signals": [{"quote": "apple has so radically redefined the terms of success for a hardware company we know what hardware what a hardware com | observed | artifact ↗ | 2011-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGPCKVWH350Q5XAK9ETCH0", "signals": [{"quote": "it's clear it doesn't perform at the same level as an ipad", "stance": "bullish", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2011-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGPCKVWH350Q5XAK9ETCH0", "signals": [{"quote": "the real disappointment with what hp did was they copied apple in a sense in a lame way with a sluggish device that wa | observed | artifact ↗ | 2011-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGW9V01TVWBQV8HNF3M07D", "signals": [{"quote": "as a Google shareholder i hate it i mean you know you're growing my head count by thirty percent you're adding a bunch | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGW9V01TVWBQV8HNF3M07D", "signals": [{"quote": "clearly these Motorola has some stellar engineers yeah yo and RF engineers are really really good and hard to find so | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGW9V01TVWBQV8HNF3M07D", "signals": [{"quote": "I heard that Apple is sniffing around yeah Dropbox will get acquired I don't think I'll ever go public so it has to ge | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHBF0RN8A72FKRG99CR6SQ", "signals": [{"quote": "I think Apple will have something with our new cloud which will be very similar to Spotify and in a few ways too", "st | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHBF0RN8A72FKRG99CR6SQ", "signals": [{"quote": "what Apple has proven I think is a soup to nuts experience you know from device to marketplace to consumption if you h | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHBF0RN8A72FKRG99CR6SQ", "signals": [{"quote": "Apple will come out with the TV set because they need to replicate this soup to an monopoly", "stance": "bullish", "co | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHBF0RN8A72FKRG99CR6SQ", "signals": [{"quote": "if the difference is $2 to $3 to have an Apple product people are gonna do it where a lot of enough people will do it | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHBF0RN8A72FKRG99CR6SQ", "signals": [{"quote": "if Apple really wants to make a move in to move into books they could easily afford with their eighty billion dollars | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJNJQZTERBPHW6015YFZ0T", "signals": [{"quote": "I think a lot of people that get mad at Steve Jobs today and say that there's such a closed system and things don't re | observed | artifact ↗ | 2011-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJNJQZTERBPHW6015YFZ0T", "signals": [{"quote": "even Apple had to have, you know, way back in the day FileMaker and this and that and had to, like, build – you know, | observed | artifact ↗ | 2011-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJSJNRBWAXA253JZD7VWYT", "signals": [{"quote": "Google and apple are crushing it", "stance": "bullish", "confidence": 1, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2011-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKWEZVH9FPJG1A8R2GBSD3", "signals": [{"quote": "I am almost going to guarantee right now that apple buys this company Apple will buy Twitter Wow I guarantee it they h | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKWZK4413260RKGEPHJSD3", "signals": [{"quote": "I famously um reported three or four years ago that Apple was working on television sets because I got some inside inf | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKWZK4413260RKGEPHJSD3", "signals": [{"quote": "I think they've got all the parts they've got a great platform uh they've got the relationships with the manufacturers | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKWZK4413260RKGEPHJSD3", "signals": [{"quote": "one thing that Apple will likely do uh very well is make sure that they have you know strong Medi relationships and th | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKWZK4413260RKGEPHJSD3", "signals": [{"quote": "for the manufacturers it's scary to have apple in the business because Apple's done well they've taken commodity Indus | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKWZK4413260RKGEPHJSD3", "signals": [{"quote": "this is not likely to going to be a cheap product this is going to be a product that's going to be at the high end of | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKWZK4413260RKGEPHJSD3", "signals": [{"quote": "people would pay 25% 35% more for an Apple TV right", "stance": "bearish", "confidence": 0.9, "signal_class": "assessm | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKWZK4413260RKGEPHJSD3", "signals": [{"quote": "this is about using iTunes as the the service you use to get the content Y and then extending its uh usefulness to peo | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKWZK4413260RKGEPHJSD3", "signals": [{"quote": "the rental market for through streaming services isn't that big", "stance": "bearish", "confidence": 0.6, "signal_clas | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM693A51K8265A2SKBV99Y", "signals": [{"quote": "I think you need the thing to be run by product guy I mean look at Apple it's run by a product guy right I mean Steve' | observed | artifact ↗ | 2011-07-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMG2NPAV3GBFVGFVE445Q3", "signals": [{"quote": "how could Apple and Google not buy this company two years ago part is mind to me like this is a most loved product", " | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMG2NPAV3GBFVGFVE445Q3", "signals": [{"quote": "if somebody really cared to knock off after a pre-ipo bidding war between maybe Google and apple and acquiring them yo | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMG2NPAV3GBFVGFVE445Q3", "signals": [{"quote": "why does Apple not have this product they just build this huge data center supposed to be here next week with apple th | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN1V9CEBR3G2HD9RG00C6D", "signals": [{"quote": "Whole Foods is 30 years old Apple it's 30 plus years old it might take the impossible might take a while right", "stan | observed | artifact ↗ | 2011-07-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN9YRQW53TV37C3K0Z0PJ4", "signals": [{"quote": "No one's going to abandon Facebook. Let's at least not right now, right? Maybe in five years. So they are going to hav | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN9YRQW53TV37C3K0Z0PJ4", "signals": [{"quote": "what makes Facebook a interesting economic business is the fact that people play games on Facebook. Over half of the t | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN9YRQW53TV37C3K0Z0PJ4", "signals": [{"quote": "Google at the at the end of the day is a technology company, right? that they're not very social, right? They don't kn | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN9YRQW53TV37C3K0Z0PJ4", "signals": [{"quote": "I would put it at a 8.5. I see. I'm with you, Tyler. I'm going to take the contrarian position here. I think that this | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN9YRQW53TV37C3K0Z0PJ4", "signals": [{"quote": "they absolutely nailed the number one pain point that people have with Facebook which is the ease of organizing into g | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP6XJ4C5QREXVFBR1197FH", "signals": [{"quote": "I had like an orgasm when I heard this news this is like the thing seriously this is the best thing that could possibl | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP6XJ4C5QREXVFBR1197FH", "signals": [{"quote": "I've been waiting for this for seven years now it's here", "stance": "bullish", "confidence": 1, "signal_class": "endo | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP6XJ4C5QREXVFBR1197FH", "signals": [{"quote": "I really wonder is who is Steve Jobs like why is that guy I mean it's amazing to me that he's even still alive and yet | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP6XJ4C5QREXVFBR1197FH", "signals": [{"quote": "I think this is this is wonderful every time I hear an American cry about how the manufacturing base is going away how | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP6XJ4C5QREXVFBR1197FH", "signals": [{"quote": "the solution isn't to find a way to bring back more the manufacturing jobs here and have foxcon build a factory in the | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP6XJ4C5QREXVFBR1197FH", "signals": [{"quote": "Apple's trading at 12 times future earnings", "stance": "bullish", "confidence": 1, "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPK39790Q56SGVQXG7QYZZ", "signals": [{"quote": "look at the hottest company on Earth Apple is trading at about 15 to 16 times trailing", "stance": "neutral", "confide | observed | artifact ↗ | 2011-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQ9MA8ENSKR23T8QXPD37S", "signals": [{"quote": "well I'm giving him an award here here's your award for Mak a really ugly product explain to me the inspiration for I' | observed | artifact ↗ | 2011-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQ9MA8ENSKR23T8QXPD37S", "signals": [{"quote": "an absolute complete utter embarrassment on a business level", "stance": "bearish", "confidence": 0.9, "signal_class": | observed | artifact ↗ | 2011-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQ9MA8ENSKR23T8QXPD37S", "signals": [{"quote": "so then you got it a razor blade model though right", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_cl | observed | artifact ↗ | 2011-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQ9MA8ENSKR23T8QXPD37S", "signals": [{"quote": "we said we can interactiv all of your products any consumer code we could give you wait did you say inter activate yea | observed | artifact ↗ | 2011-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQ9MA8ENSKR23T8QXPD37S", "signals": [{"quote": "like apple would never release his product it's too complicated never never they would never release his", "stance": " | observed | artifact ↗ | 2011-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQKSAEKYYREKENBTTHBV2K", "signals": [{"quote": "Apple comes out with the POS like that's going to be game over", "stance": "bullish", "confidence": 0.7, "signal_class | observed | artifact ↗ | 2011-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQKSAEKYYREKENBTTHBV2K", "signals": [{"quote": "Steve Jobs do something positive with your legacy besides make beautiful products that we will drool over champion the | observed | artifact ↗ | 2011-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YSKEY2JDGP0P717B4XAMRF", "signals": [{"quote": "why is it that you keeping records of location when the damn thing was turned off by people themselves it's like how i | observed | artifact ↗ | 2011-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YSKEY2JDGP0P717B4XAMRF", "signals": [{"quote": "Apple's explanation about that first bug just holds no water for me at all", "stance": "bearish", "confidence": 1, "si | observed | artifact ↗ | 2011-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YSKEY2JDGP0P717B4XAMRF", "signals": [{"quote": "I believe from the beginning that the story was kind of overhyped", "stance": "neutral", "confidence": 1, "signal_clas | observed | artifact ↗ | 2011-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YSKEY2JDGP0P717B4XAMRF", "signals": [{"quote": "the user is still in control of their data in that the data is local to their device so as long as someone doesn't bec | observed | artifact ↗ | 2011-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YSKEY2JDGP0P717B4XAMRF", "signals": [{"quote": "Apple's a very opaque company", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speaker_name": "Om | observed | artifact ↗ | 2011-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YV9A7DRTKCCQAAJT9FXDJ2", "signals": [{"quote": "it is probably the one of the biggest compliments you can get as an entrepreneur to have Steve Jobs say I want to buy | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YV9A7DRTKCCQAAJT9FXDJ2", "signals": [{"quote": "they are so decisive in terms of how they move forward I mean there's been a lot of conversation about what is a start | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YV9A7DRTKCCQAAJT9FXDJ2", "signals": [{"quote": "I think Apple can build almost anything they want to I think they pretty amazed in how they can adapt and do different | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YV9A7DRTKCCQAAJT9FXDJ2", "signals": [{"quote": "I would have been happy for the rest of my life being at Apple it's an amazing amazing place", "stance": "bullish", "c | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YV9A7DRTKCCQAAJT9FXDJ2", "signals": [{"quote": "I think the things that Apple's doing with a post PC World is one part of the solution", "stance": "neutral", "confide | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YV9A7DRTKCCQAAJT9FXDJ2", "signals": [{"quote": "after we were acquired by Apple", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YV9A7DRTKCCQAAJT9FXDJ2", "signals": [{"quote": "I think you launched it brilliantly... the biggest space you could go after as an entrepreneur is social networking ri | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YV9A7DRTKCCQAAJT9FXDJ2", "signals": [{"quote": "I got very good inside information that Steve Jobs invested in this and he was your first investor", "stance": "neutra | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YV9A7DRTKCCQAAJT9FXDJ2", "signals": [{"quote": "I think great Technologies are things that you open up and they just work I think the iPad is that way Apple devices a | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YV9A7DRTKCCQAAJT9FXDJ2", "signals": [{"quote": "it's why I love Apple so much and why Apple inspired with this company is Apple believes in this post PC World and wha | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXGNZPRF39ATPMJ3D87WE8", "signals": [{"quote": "it's a foregone conclusion that google's going to provide uh music out of the cloud and you know basically in itunes i | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXGNZPRF39ATPMJ3D87WE8", "signals": [{"quote": "apple does own some technology but they bought it and shut it down so the clear indication there is um we don't know i | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXGNZPRF39ATPMJ3D87WE8", "signals": [{"quote": "i think google is moving in that direction ultimately they are going to move into providing content but it's going to | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYQ2WEV3ABXYP2QZXHXNG6", "signals": [{"quote": "we are certainly hoping Apple would add the front-facing camera so that you know this can be used as a video conferenc | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYQ2WEV3ABXYP2QZXHXNG6", "signals": [{"quote": "we're seeing some school systems particularly on the East Coast of the United States that are requiring students to bu | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYQ2WEV3ABXYP2QZXHXNG6", "signals": [{"quote": "oh absolutely we are actually working as I told you working with Stanford so we definitely see the same trend", "stanc | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYQ2WEV3ABXYP2QZXHXNG6", "signals": [{"quote": "it's actually always Apple who who approaches the developer no matter how much you approach I mean that that will not | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYQ2WEV3ABXYP2QZXHXNG6", "signals": [{"quote": "we develop extremely engaging apps and Apple has recognized as over in order for that", "stance": "neutral", "confiden | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYTT2RZWZTVZJ8Z97T2ZKH", "signals": [{"quote": "apple's good because they show that even their old phone is still like amazing yeah but the new ones just like a littl | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z09MPGC202ZGVHBMJ6DP45", "signals": [{"quote": "everybody talks about when is apple gonna do this when is apple gonna do this i think they make so much money off the | observed | artifact ↗ | 2011-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0KDHHW6071SM0DTVTP65H", "signals": [{"quote": "we love working with with the iOS because it's we know exactly what we're going to work on there's not many version of | observed | artifact ↗ | 2011-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0KDHHW6071SM0DTVTP65H", "signals": [{"quote": "every single quarterly financial report from Apple ever since I think 2002 has come out on the last week of the month | observed | artifact ↗ | 2011-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0KDHHW6071SM0DTVTP65H", "signals": [{"quote": "I think this is a really kind of unique way to use the iPad um especially since if you're a small business owner that | observed | artifact ↗ | 2011-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z13MZS8M4HNRZK2RPW6HM7", "signals": [{"quote": "I think the features such as PCI compliant and CL cloud-based credit card transactions and SAS 70 compliance, all that | observed | artifact ↗ | 2011-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z13MZS8M4HNRZK2RPW6HM7", "signals": [{"quote": "And I've seen this happen probably five or six times in the last 10 years. And this is this will be just another insta | observed | artifact ↗ | 2011-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z13MZS8M4HNRZK2RPW6HM7", "signals": [{"quote": "Well, it based on their compatibility, you know, what what they're touting, it it seems like they're going to be targe | observed | artifact ↗ | 2011-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z13MZS8M4HNRZK2RPW6HM7", "signals": [{"quote": "And I think they're probably going to come out with this device and I think it's going to be very underwhelming. peopl | observed | artifact ↗ | 2011-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z13MZS8M4HNRZK2RPW6HM7", "signals": [{"quote": "Microsoft was first in this space. Uh they didn't make an impact. Um Apple took it over basically set the standard. An | observed | artifact ↗ | 2011-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z13MZS8M4HNRZK2RPW6HM7", "signals": [{"quote": "I do agree. Uh I think cloud costs are going to come down. Um and and although they that particular organization may n | observed | artifact ↗ | 2011-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z155C0A11R71M3JYRBRPP5", "signals": [{"quote": "the shareholders know you know he's got some disease they know he's a certain age he's going to work for a certain num | observed | artifact ↗ | 2011-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "Apple I think is great if you live in an iTunes world and that's where you get most of your content but you know if yo | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "I think you you can see a world where apple is extremely successful in this space and Microsoft and Google and boxy ca | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "the reason we don't have a tuner in boxy right now and we don't support stuff like conditional access has more to do w | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "we're a small team we're trying to get our core product to work properly we're releasing a new you know firmware up up | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "we definitely want to build boxy as a long-term company that has relationships with with media companies and there are | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "if you look at the numbers for piracy of of TV shows for example the numbers are much much bigger outside the US than | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "I think the same will happen across the world if um as soon as a show you know if flost is being aired or you know new | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "I think the reason borrent and other other piracy options are flourishing is because users don't have much options and | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "the beef is about the business model the the issue for them and they don't like the idea of you connecting your laptop | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "I think the best way for the industry to address it is to say this is the price for watching our content either you ha | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "we announced that uh we are working with um with Hulu towards bringing Hulu Plus to our users so hopefully at least th | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "going head-to-head with Microsoft and Google and Apple so that one probably make you know turn some VCS away", "stance | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1D40KYT2TZ07CPG9TZSJ8", "signals": [{"quote": "Apple doesn't do that I mean they're not going to give the software", "stance": "neutral", "confidence": 1, "signal_cl | observed | artifact ↗ | 2011-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z25KR5R6DR8QGKD3DJJFRZ", "signals": [{"quote": "I think this is exactly where apple has a dead on right like people were for a long time saying oh the Mac is only lik | observed | artifact ↗ | 2010-12-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2DXTEG6TFPKMJ6N4V3W0W", "signals": [{"quote": "you've got all kinds of new entrants now in google and apple and those aren't to be to be uh scoffed at right", "stanc | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3Y1JSPQBWF1KG52PK680P", "signals": [{"quote": "I do i do have one its kind of heavier than i expected i was thinking of it really is a kindle competitor basically i | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "there has never, ever been an Apple beta program that 99.9999% of employees at Apple don't get to see the products bef | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "That's $1,000 in components. Okay, let's go through it. PVR, HDTV tuner. That's got to be $50 to $100 of that size. A | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "And a tablet has to be under two pounds. The MacBook Air is three or four. We're talking about six, seven, eight pound | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "Let's assume that Steve Jobs can take the laws of physics and bend them, take the laws of economics and deconstruct th | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "Steve Jobs has to respond to this at 1 in the morning.", "stance": "neutral", "confidence": 0.7, "signal_class": "fact | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "Bing has been amazing.", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speaker_name": "SPEAKE | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "Bing is tight. And people are saying, oh, the image search on Bing is better than Google. The maps are as good.", "sta | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "When somebody, when one of your friends, you're like a normal, you know, civilian. So I send you Bing, something is go | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "if you are a publisher of a newspaper, magazine, or book, and you sell your products through the App Store, you are a | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "When somebody buys something through the App Store, you get nothing. Un gots, zero, zip, zilch, no phone number. You d | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "This is why Steve Jobs is a bit of a fraud. He makes the iTablet, and there's no SD or compact flash drive. I wonder w | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4K8EEKZ814MWJMKSXNBWX", "signals": [{"quote": "They sell a dongle. Yeah, I know. It's a $38 dongle to put a compact. You could have put a USB reader in, like, every | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z50FK6X1ZDZ72K0XD2PT4T", "signals": [{"quote": "Maybe this is what Apple's doing. Maybe Apple is slowing everybody down so they make better products.", "stance": "neu | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5PR2Y23QVECKRE0X882T7", "signals": [{"quote": "iPhone is by far the best platform I've ever used in a mobile device I love it", "stance": "bullish", "confidence": 1, | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5PR2Y23QVECKRE0X882T7", "signals": [{"quote": "it's such a nice city you'll live under the dictatorship for now", "stance": "mixed", "confidence": 0.9, "signal_class | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5PR2Y23QVECKRE0X882T7", "signals": [{"quote": "we have a popular iPhone app and it's a very frustrating development platform", "stance": "bearish", "confidence": 1, | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5PR2Y23QVECKRE0X882T7", "signals": [{"quote": "you have to wait 6 weeks to use a piece of software", "stance": "bearish", "confidence": 1, "signal_class": "criticism | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5PR2Y23QVECKRE0X882T7", "signals": [{"quote": "I think that this centralization is essentially a temporary Arbitrage of the network and CPU and memory speed", "stanc | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5PR2Y23QVECKRE0X882T7", "signals": [{"quote": "open source eventually dominates every Market it enters", "stance": "bearish", "confidence": 0.7, "signal_class": "pre | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z60HVKE36Z670N0M9PJEJQ", "signals": [{"quote": "with Apple owning a closed monopoly", "stance": "bearish", "confidence": 0.8, "signal_class": "criticism", "speaker_na | observed | artifact ↗ | 2010-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z60HVKE36Z670N0M9PJEJQ", "signals": [{"quote": "we saw the iPod for what it was going to be but it was a mechanical iPod in those days we had a realloc wheel yeah so | observed | artifact ↗ | 2010-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z60HVKE36Z670N0M9PJEJQ", "signals": [{"quote": "they're the undisputed heavyweight market", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "spe | observed | artifact ↗ | 2010-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z60HVKE36Z670N0M9PJEJQ", "signals": [{"quote": "I don't think they focus on that market at all", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "s | observed | artifact ↗ | 2010-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z60HVKE36Z670N0M9PJEJQ", "signals": [{"quote": "our relationship with Apple's never been better", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", | observed | artifact ↗ | 2010-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z60HVKE36Z670N0M9PJEJQ", "signals": [{"quote": "they're the number one retailer online and the number one portable player and they don't let any portable players othe | observed | artifact ↗ | 2010-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z60HVKE36Z670N0M9PJEJQ", "signals": [{"quote": "I think apples far more concerned about the applications now than the music", "stance": "neutral", "confidence": 0.9, | observed | artifact ↗ | 2010-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z60HVKE36Z670N0M9PJEJQ", "signals": [{"quote": "you've got a lot of competition now you have Amazon you know you have the Rhapsody Napster stores", "stance": "neutral | observed | artifact ↗ | 2010-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z60HVKE36Z670N0M9PJEJQ", "signals": [{"quote": "so yeah the remote is key you know your your phone's gonna be a pretty impressive remote over time there's a lot of in | observed | artifact ↗ | 2010-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z63FNRX8HDA4TPE1GFD8A8", "signals": [{"quote": "Microsoft and Apple start off both as pirates but Steve Jobs turned out to be a Visionary right and so he can keep see | observed | artifact ↗ | 2010-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z63FNRX8HDA4TPE1GFD8A8", "signals": [{"quote": "if we are all enjoying the iPhone and it's brilliant do we care if there's a 100 million people enjoying the iPhone do | observed | artifact ↗ | 2010-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z68KNJ8E9MFC7SV8S9J2Y0", "signals": [{"quote": "Apple we've done some investigations is now blocking emails from people who use Ur URL shorteners so all of my Mac peo | observed | artifact ↗ | 2010-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z6BBK3JFNG2108H5YMMTDB", "signals": [{"quote": "I think it's less about the story is more as what it's indicative of which is the death of print media and there's a l | observed | artifact ↗ | 2010-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z6BBK3JFNG2108H5YMMTDB", "signals": [{"quote": "having an co- announcement with rupert Murdoch uh on the nth presumably the you know fullet full-fledged support into | observed | artifact ↗ | 2010-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z6BBK3JFNG2108H5YMMTDB", "signals": [{"quote": "the rumor that's out right now that at this press event that's happening that apple is going to announce a new model f | observed | artifact ↗ | 2010-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z6BBK3JFNG2108H5YMMTDB", "signals": [{"quote": "4.3 makes absolutely no sense 43 makes so much more sense or hell it might be 5 uh at the Janu you know unannounced bu | observed | artifact ↗ | 2010-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z6BBK3JFNG2108H5YMMTDB", "signals": [{"quote": "the people at Apple are really getting behind this more than they get behind any other um projects", "stance": "bullis | observed | artifact ↗ | 2010-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z6EZEBMYW85N4PZ71JX7SM", "signals": [{"quote": "the first person in the room who pulls one out everyone wants to talk to them about it not because they saw Steve Jobs | observed | artifact ↗ | 2010-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z6EZEBMYW85N4PZ71JX7SM", "signals": [{"quote": "this is not a good phone right can we all agree it's not a good phone", "stance": "bearish", "confidence": 1, "signal_ | observed | artifact ↗ | 2010-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z6EZEBMYW85N4PZ71JX7SM", "signals": [{"quote": "they've managed to create a cult around their products and the products are really Innovative and new and interesting" | observed | artifact ↗ | 2010-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z6EZEBMYW85N4PZ71JX7SM", "signals": [{"quote": "Apple does all this iconography on purpose", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2010-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z7GMMV68R7XW49FH58G346", "signals": [{"quote": "iPhone 4 has heralded I think the coming of age of location aware services", "stance": "bullish", "confidence": 1, "si | observed | artifact ↗ | 2010-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z7GMMV68R7XW49FH58G346", "signals": [{"quote": "you need to have a lot of wethal because you're going up against Steve Jobs and Google", "stance": "neutral", "confide | observed | artifact ↗ | 2010-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z7GMMV68R7XW49FH58G346", "signals": [{"quote": "kind of hard to get into that space up against Apple again", "stance": "neutral", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2010-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z7GMMV68R7XW49FH58G346", "signals": [{"quote": "it's an elegant Apple product", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2010-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9RDA9DS2K9JCVMFFAVAQZ", "signals": [{"quote": "if iPad is really going to try to tap into the hardcore gamer Market which is where they're missing out on right now t | observed | artifact ↗ | 2010-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9RDA9DS2K9JCVMFFAVAQZ", "signals": [{"quote": "I don't think they see going this route but people have speculated you know they could make a Bluetooth controller but | observed | artifact ↗ | 2010-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9RDA9DS2K9JCVMFFAVAQZ", "signals": [{"quote": "what's the point of having a MacBook Air when you can just get an iPad especially since if you really need that full k | observed | artifact ↗ | 2010-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9RDA9DS2K9JCVMFFAVAQZ", "signals": [{"quote": "if you were a coder or a video editor you can't really do it on the iPad", "stance": "bearish", "confidence": 0.8, "si | observed | artifact ↗ | 2010-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9RDA9DS2K9JCVMFFAVAQZ", "signals": [{"quote": "there was that new story that came out that said that they are going to make the horizontal dock for the iPad um in th | observed | artifact ↗ | 2010-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9W2CCTZ0YK8214V51W0DN", "signals": [{"quote": "he's built a brilliant product that is not open or not very open", "stance": "mixed", "confidence": 0.9, "signal_class | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9W2CCTZ0YK8214V51W0DN", "signals": [{"quote": "Android is growing very quickly and Android is awesome ... it is a real challenge to the iPhone", "stance": "bearish", | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9W2CCTZ0YK8214V51W0DN", "signals": [{"quote": "engaging it ... was probably a mistake I think", "stance": "neutral", "confidence": 0.8, "signal_class": "assessment", | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9W2CCTZ0YK8214V51W0DN", "signals": [{"quote": "he changes the conversation he basically just shifted it", "stance": "neutral", "confidence": 0.8, "signal_class": "as | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9W2CCTZ0YK8214V51W0DN", "signals": [{"quote": "Android works fine I mean the Android store doesn't work as good as the iTunes Store just not as robust", "stance": "n | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9W2CCTZ0YK8214V51W0DN", "signals": [{"quote": "I think they'll get there", "stance": "neutral", "confidence": 0.7, "signal_class": "prediction", "speaker_name": "SPE | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9W2CCTZ0YK8214V51W0DN", "signals": [{"quote": "he's a little bit nervous I think in a way", "stance": "neutral", "confidence": 0.7, "signal_class": "assessment", "sp | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9W2CCTZ0YK8214V51W0DN", "signals": [{"quote": "it's looking like the lines might cross again Mac had the head start back in the windows days ... the whole thing's pl | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9W2CCTZ0YK8214V51W0DN", "signals": [{"quote": "the question will be does the open fragmented system which is subpar and user experience Trump his perfected system", | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9W2CCTZ0YK8214V51W0DN", "signals": [{"quote": "they're all beheld to these mobile carriers and he's trying to bundle it with AT&T ... if you put everything in AT&T y | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9W2CCTZ0YK8214V51W0DN", "signals": [{"quote": "I predict with the $50 billion dollar they have they will buy a small Telecom operator and build their own infrastruct | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZA1GE72DV5QWH9JB6H857Q", "signals": [{"quote": "this seems to suggest a thawing between the two companies and could Paveway to give the Wall Street Journal New York T | observed | artifact ↗ | 2010-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZA1GE72DV5QWH9JB6H857Q", "signals": [{"quote": "Verizon Wireless is offering a monthly access plan to iPad customers of up to one gigabyte of data for $20 a month whi | observed | artifact ↗ | 2010-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZA1GE72DV5QWH9JB6H857Q", "signals": [{"quote": "the iPad was chosen as Gadget of the year as well as innovation of the Year Apple took three more prizes with the iPho | observed | artifact ↗ | 2010-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZA1GE72DV5QWH9JB6H857Q", "signals": [{"quote": "I'm a fan of the controlled App Store I'm I'm glad that they you know it works more like a video game rating system re | observed | artifact ↗ | 2010-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZA1GE72DV5QWH9JB6H857Q", "signals": [{"quote": "that said having no real good open method uh other than becoming a developer and then you know cooking up your compute | observed | artifact ↗ | 2010-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "the app store didn't exist there was no sdk yet so i was doing all sorts of hacks to try to get mobile safari to keep | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "i really didn't care much about it the lack of openness on apple's part or anything else i really just wanted offline | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "well it's certainly gotten a lot better they've really fixed a lot of the problems with it and with the recent publish | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "i think at first we definitely saw them stumbling over some of those but it's certainly gotten better in recent recent | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "my biggest gripe was really the nda that that covered it for the first uh eight month or so because we can't talk to o | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "there are certain limitations in the api and not being able to call private methods anymore... but as part of your vis | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "the integration with uh mobile safari really and i think it's a great hindrance to instapaper... it's the biggest sour | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "i really really hope the iphone is on verizon as well that would be that would be the best january for instant paper i | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "i suspect that has probably sold more ipads than any other app including apple's apps", "stance": "bullish", "confiden | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "i think that you know apple kind of has that proprietary built-in customer base of all of its mac users", "stance": "b | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "that's definitely a big plus for the guys because they get to have this big push here's this new thing you can buy as | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "not at all because i don't plan to support them at all and you're like ipad or die", "stance": "bullish", "confidence" | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "the ipad and ios in general is really terrible for multiple user management and so anytime you you have families now w | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB7N6RN9BGAEM6A7X9PHWV", "signals": [{"quote": "the 128 thing is interesting to me especially if they can cram in into a you know a smaller body um that would be nice | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "Apple does have their uh Game Center which was part of some of the latest OS releases um we're going to start to utili | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "Best Buy CEO Brian Dunn noted a few weeks ago he said the iPad has slashed notebook sales by as much as 50% but now he | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "he said at a Holiday preview event for Best Buy this week he said quote let's try this again what we saw was approxima | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "Best buy president Mike Vitelli made his own statement he said the number of iPad sales overall has been very very sma | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "it honestly was like d it was a little bit like double talk like they're saying laptops aren't being and won't be ecli | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "the iPad can replace your second computer like maybe some people would have a laptop and then a desktop and they're li | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "if you're a student and you're you know you're going in which is I I would think a large amount of MacBook sales um yo | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "it's going to be competing with iPad 2 not it's going to comp with iPad 2 and and it almost seems like they're trying | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "if they don't release it quick enough they could screw themselves if Apple gets the iPad 2 announcement in", "stance": | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "they're basically giving Apple like a one and a half year Head Start which seems a little unwise", "stance": "bullish" | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "I think we're going to be seeing a Power Rangers toy level epidemic here I think you'll be able to get one like I thin | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "the image of Apple The Cult of Apple is so big that people are going out of the way to either go to the Apple Store or | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "they need to get the footprint out early so it's just there and people are aware of these devices", "stance": "bullish | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBMB4BA8J3B0QRZ6VP2XN7", "signals": [{"quote": "back in the day you know when I was on my little dinky you know MacBook that had a really like a not not even a gig pr | observed | artifact ↗ | 2010-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEEWXF4RJ74Z4JQS097JFA", "signals": [{"quote": "i think for facebook i mean from what i've heard i mean facebook is the most used app on iphone and it raised the bar | observed | artifact ↗ | 2010-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEEWXF4RJ74Z4JQS097JFA", "signals": [{"quote": "by my estimate about five between five and six million ipad users in the world right now that's small compared to the | observed | artifact ↗ | 2010-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEEWXF4RJ74Z4JQS097JFA", "signals": [{"quote": "we realized where it's kind of using the big scale up version of facebook iphone app doesn't work that well going to t | observed | artifact ↗ | 2010-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEEWXF4RJ74Z4JQS097JFA", "signals": [{"quote": "the ipad product is a one-off product but it's a great product", "stance": "mixed", "confidence": 1, "signal_class": " | observed | artifact ↗ | 2010-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEEWXF4RJ74Z4JQS097JFA", "signals": [{"quote": "what the ipad needs is more apps and it's coming", "stance": "bullish", "confidence": 0.9, "signal_class": "prediction | observed | artifact ↗ | 2010-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEEWXF4RJ74Z4JQS097JFA", "signals": [{"quote": "i think one of the challenge on android is not so much the user base i think they are they're starting to catch up in | observed | artifact ↗ | 2010-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEEWXF4RJ74Z4JQS097JFA", "signals": [{"quote": "on apple it's very easy for people to go and if they like the application it's useful for them they can spend one or t | observed | artifact ↗ | 2010-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEEWXF4RJ74Z4JQS097JFA", "signals": [{"quote": "if the ipad allowed sports illustrated to sell real subscriptions like they want to they could pay more designers and | observed | artifact ↗ | 2010-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEQJFYGPBED2J25AXJS5GV", "signals": [{"quote": "Apple's sort of working they know behind the scenes that people want to be able to subscribe newspapers and they're st | observed | artifact ↗ | 2010-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZETQ79BVESX431C571G94Z", "signals": [{"quote": "Apple has relaxed their cross-compiler restrictions so adobe made apps are now okay like you can make apps now for the | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZETQ79BVESX431C571G94Z", "signals": [{"quote": "I understand the the relaxing of the engines because obviously with the gaming coming up they're gonna have its mostly | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZETQ79BVESX431C571G94Z", "signals": [{"quote": "they released what their guidelines are for developers when it comes to apps and why they reject certain things and th | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZETQ79BVESX431C571G94Z", "signals": [{"quote": "I don't like the fact that it's sort of in it says if your app looks like its cobbled together in a couple days okay I | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZETQ79BVESX431C571G94Z", "signals": [{"quote": "I disagree completely as because there's an end user why a close the end user do these sort of apps that are not that | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZETQ79BVESX431C571G94Z", "signals": [{"quote": "I think it's remember for releasing information I mean that's one thing that they're pretty tight on and so good for t | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZETQ79BVESX431C571G94Z", "signals": [{"quote": "iOS 4.1 went live this week you were very excited I was excited about this or as Steve always calls it like for dot wh | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZETQ79BVESX431C571G94Z", "signals": [{"quote": "I mean the iphone thing a side of me which is great but even then with antenna gate that's been a problem", "stance": | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZETQ79BVESX431C571G94Z", "signals": [{"quote": "nothing that they did in those commercials you can't do on an iPhone or an Android phone or Windows Phone 7 phone", "s | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZF7D6BBVXB8GGD66E3YM5V", "signals": [{"quote": "I think they've really taken some of their philosophy probably from apple where it's everything is so intuitive it's s | observed | artifact ↗ | 2010-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZF7D6BBVXB8GGD66E3YM5V", "signals": [{"quote": "the ipad is it cannibalizing the pc industry according to an analyst the ipad is having a significant negative impact | observed | artifact ↗ | 2010-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZF7D6BBVXB8GGD66E3YM5V", "signals": [{"quote": "once the new OS comes out with the multitasking i think that's going to make a you know a real big deal that'll change | observed | artifact ↗ | 2010-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZF7D6BBVXB8GGD66E3YM5V", "signals": [{"quote": "i think the lack of the keyboard definitely holds it back I think the multitasking lack of at this point definitely ho | observed | artifact ↗ | 2010-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZF7D6BBVXB8GGD66E3YM5V", "signals": [{"quote": "I can see killing netbooks though", "stance": "bullish", "confidence": 0.7, "signal_class": "prediction", "speaker_nam | observed | artifact ↗ | 2010-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZF7D6BBVXB8GGD66E3YM5V", "signals": [{"quote": "why would I want an ipad and it always comes down to writing that's the one thing people don't feel like they can do o | observed | artifact ↗ | 2010-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZF7D6BBVXB8GGD66E3YM5V", "signals": [{"quote": "i'm a fan of pages which is the mac word processor ram great program i shelled out the ten bucks the other day for the | observed | artifact ↗ | 2010-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZF7D6BBVXB8GGD66E3YM5V", "signals": [{"quote": "i think you know as the cloud develops the ipad goes with it", "stance": "bullish", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2010-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZF7D6BBVXB8GGD66E3YM5V", "signals": [{"quote": "Apple's never gonna buy anybody I love all that talk apples never buying anybody and very specific little companies bu | observed | artifact ↗ | 2010-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZF7D6BBVXB8GGD66E3YM5V", "signals": [{"quote": "i mean isn't that why the ipad is kicking but let's because of the functionality because people know it it's the ipad" | observed | artifact ↗ | 2010-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZF7D6BBVXB8GGD66E3YM5V", "signals": [{"quote": "i do think you know androids a good system i still think you know the mac OS is much better", "stance": "bullish", "co | observed | artifact ↗ | 2010-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGP5KV58GB5DGGTTHG9MP2", "signals": [{"quote": "Apple, we've got some Apple news. Um for for those who haven't been following this massive data center that they're bu | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGP5KV58GB5DGGTTHG9MP2", "signals": [{"quote": "It's a billion dollar data center and it's it's huge. It's about 500,000 square ft, which is, I think, yeah, five time | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGP5KV58GB5DGGTTHG9MP2", "signals": [{"quote": "Apple announced last night that it's going to live stream today's product announcement.", "stance": "neutral", "confid | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGP5KV58GB5DGGTTHG9MP2", "signals": [{"quote": "I'm wondering, is Apple about to unveil the I data center? You know, this whole notion of taking, you know, CDN capabi | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGP5KV58GB5DGGTTHG9MP2", "signals": [{"quote": "the biggest difference here is that Microsoft's edge content network um has caching equipment at like lots of sites ar | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGP5KV58GB5DGGTTHG9MP2", "signals": [{"quote": "I don't see them streaming iTunes anytime soon. That's just me.", "stance": "neutral", "confidence": 0.5, "signal_clas | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGP5KV58GB5DGGTTHG9MP2", "signals": [{"quote": "I think this is ITV. So, they're building basically a network to wire Apple TV. I think they're going to call it ITV. | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGP5KV58GB5DGGTTHG9MP2", "signals": [{"quote": "I like the Microsoft also the Google approach to to the way in which they cache and provide distributed systems becaus | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGRKVE6E5BDGM55C2VKZEP", "signals": [{"quote": "it's quite a lesser camera in fact it's like a less than one megapixel it's like a one sub one megapixel yeah it's not | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGRKVE6E5BDGM55C2VKZEP", "signals": [{"quote": "which certainly looks very nice i mean it's very cool interesting", "stance": "bullish", "confidence": 0.8, "signal_cl | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGRKVE6E5BDGM55C2VKZEP", "signals": [{"quote": "i would lose that in about 30 seconds", "stance": "bearish", "confidence": 0.7, "signal_class": "criticism", "speaker_ | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGRKVE6E5BDGM55C2VKZEP", "signals": [{"quote": "i wish android had that", "stance": "bullish", "confidence": 0.8, "signal_class": "endorsement", "speaker_name": "Ashl | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGRKVE6E5BDGM55C2VKZEP", "signals": [{"quote": "i personally think it's a little bit laughable", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism", | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGRKVE6E5BDGM55C2VKZEP", "signals": [{"quote": "it's gonna make it simple and easy to hook up and easy to use there's one cable just hook it up through hdmi", "stance | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGRKVE6E5BDGM55C2VKZEP", "signals": [{"quote": "it's a netflix box not as cool", "stance": "bearish", "confidence": 0.7, "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZH37T3PTY0KB00EGA2V34C", "signals": [{"quote": "the Indie guys are not getting much love in iTunes", "stance": "bearish", "confidence": 0.9, "signal_class": "criticis | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZH37T3PTY0KB00EGA2V34C", "signals": [{"quote": "Apple's getting into the space they haven't really done social networking this is kind of their entree into it", "stan | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHSVAC093N6XS9YBSVSN3Q", "signals": [{"quote": "i think that's going to be the new popular size and they're just going to be tiny bit ahead of the curve on it", "stan | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHSVAC093N6XS9YBSVSN3Q", "signals": [{"quote": "kindle outselling iBooks 62 160 21", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZJW527GTA16SP29QY4JRAP", "signals": [{"quote": "I think apples game center will be up by then", "stance": "bullish", "confidence": 1, "signal_class": "prediction", "s | observed | artifact ↗ | 2010-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK3Y6CSFM2M3CZKV5RQJ4G", "signals": [{"quote": "we've had voice control for a long time and it doesn't do much", "stance": "bearish", "confidence": 0.7, "signal_class | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK3Y6CSFM2M3CZKV5RQJ4G", "signals": [{"quote": "i wonder if right now Steve Jobs is sitting there thinking to himself I wish I could do a note to self... he's just li | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK3Y6CSFM2M3CZKV5RQJ4G", "signals": [{"quote": "I think they did have a five-year deal with a teensy but i think that Apple renegotiated that at some point with ATT a | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK3Y6CSFM2M3CZKV5RQJ4G", "signals": [{"quote": "I think verizon would not turn down the iphone i think it would really know should them although they're", "stance": " | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK3Y6CSFM2M3CZKV5RQJ4G", "signals": [{"quote": "Apple recently pulled this app ... Apple rejected the app initially because they had that in there ... you're not supp | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKBGPQBGWBP0GBBMGNG5P4", "signals": [{"quote": "I think they're falling a little short on is the VG output except for especially like a a brainstorm application which | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKBGPQBGWBP0GBBMGNG5P4", "signals": [{"quote": "overall I think the device has been really pretty fun to work with.", "stance": "bullish", "confidence": 0.9, "signal_ | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKBGPQBGWBP0GBBMGNG5P4", "signals": [{"quote": "I think they know if they're only hiring two, you know, additional hardware people that they can't they're not going t | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKBGPQBGWBP0GBBMGNG5P4", "signals": [{"quote": "they've been pushing for it on the iPhone and iPad, which will never come", "stance": "neutral", "confidence": 1, "sig | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKBGPQBGWBP0GBBMGNG5P4", "signals": [{"quote": "a lot of Android developers would love it because I know a lot of Android developers don't really care for the uh uh t | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKBGPQBGWBP0GBBMGNG5P4", "signals": [{"quote": "this week Apple released the iOS 3.2.2 update uh that officially addressed the security exploit.", "stance": "neutral" | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKBGPQBGWBP0GBBMGNG5P4", "signals": [{"quote": "I totally agree I think it's of both tactic for sure.", "stance": "neutral", "confidence": 0.9, "signal_class": "asses | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKY8CNZAZC3SZJ6ET837VR", "signals": [{"quote": "I think that that's the ne next big forefront and that's where we're starting to develop some educational pieces. Um, | observed | artifact ↗ | 2010-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKY8CNZAZC3SZJ6ET837VR", "signals": [{"quote": "I think uh all the apps are getting a little more sophisticated and refined... we still see the plethora coming out th | observed | artifact ↗ | 2010-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKY8CNZAZC3SZJ6ET837VR", "signals": [{"quote": "we've seen is people buying these books the same in the same volume for Dragon or Shrek as they do on the iPhone... co | observed | artifact ↗ | 2010-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKY8CNZAZC3SZJ6ET837VR", "signals": [{"quote": "I think it's fast growing segment. People like this format because you can share parent and child can hold it together | observed | artifact ↗ | 2010-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZKY8CNZAZC3SZJ6ET837VR", "signals": [{"quote": "we struggled with the Android marketplace. I mean, the sales are about 1%... This is actually kind of a statement in f | observed | artifact ↗ | 2010-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM9PMVS3F0ZME3AG90PCFW", "signals": [{"quote": "I don't see them competing and you know at least palm like get a good palm credit because when they released the pre y | observed | artifact ↗ | 2010-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM9PMVS3F0ZME3AG90PCFW", "signals": [{"quote": "NPD said android phones a counter for thirty-three percent of all smartphones purchased in the second quarter as oppos | observed | artifact ↗ | 2010-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM9PMVS3F0ZME3AG90PCFW", "signals": [{"quote": "we're here at the brand new apple store common gum the biggest apple store in the world", "stance": "neutral", "confid | observed | artifact ↗ | 2010-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMED9RCJWMBETR4E9B9MB4", "signals": [{"quote": "apple has just had its quietest launch ever by burying a cloud music service and a list of feature sets", "stance": "n | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMED9RCJWMBETR4E9B9MB4", "signals": [{"quote": "apple better get into the game here because i think google and or somebody else is going to innovate around them and c | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMED9RCJWMBETR4E9B9MB4", "signals": [{"quote": "i don't think it's any big secret that they're heading in the streaming direction", "stance": "neutral", "confidence": | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMED9RCJWMBETR4E9B9MB4", "signals": [{"quote": "you know i think it is really more of a defensive play right now i think that because there's so much buzz around the | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMED9RCJWMBETR4E9B9MB4", "signals": [{"quote": "you do see the large vendors like microsoft apple google doubling down on their cloud bets i think that's feeding a lo | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN7VHDFRCW31EX8W0KFK3J", "signals": [{"quote": "it is important to companies and how they deal with software so it does have relevance to them not so much for the end | observed | artifact ↗ | 2010-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN7VHDFRCW31EX8W0KFK3J", "signals": [{"quote": "they just can't get the white opaque enough really that light is shining through a light leak through either around th | observed | artifact ↗ | 2010-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNDM1WJJHWXBQSTRCDQC9N", "signals": [{"quote": "it's silly um but no uh it screams of what it is which is is just money grabbing people yeah seeing if they could get | observed | artifact ↗ | 2010-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNDM1WJJHWXBQSTRCDQC9N", "signals": [{"quote": "I've never had it actually overheat in fact I've played games on it for a couple hours and it stays cool", "stance": " | observed | artifact ↗ | 2010-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNDM1WJJHWXBQSTRCDQC9N", "signals": [{"quote": "I think the most of the fault does lie with apple here not so much in rejecting it per se but and not spelling it out | observed | artifact ↗ | 2010-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNDM1WJJHWXBQSTRCDQC9N", "signals": [{"quote": "the app store or apple isn't really set up to do subscriptions so it's kind of hard they don't like allow you to do re | observed | artifact ↗ | 2010-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNV6Q0EY12SX72Z9AC2ETJ", "signals": [{"quote": "I get the impression like at Apple they the employees just automatically have an iPhone they want to have an iPhone wh | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNV6Q0EY12SX72Z9AC2ETJ", "signals": [{"quote": "it really shows how much the iPad has changed like the tablet landscape well it still is though but that's it and they | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNV6Q0EY12SX72Z9AC2ETJ", "signals": [{"quote": "they had huge profits record profits uh 3.25 billion huge dollars on revenues of 15 billion", "stance": "bullish", "co | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNV6Q0EY12SX72Z9AC2ETJ", "signals": [{"quote": "the iPads almost matched Max sales yeah I couldn't believe that that's like amazing amazing three was it 3.27 million | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNV6Q0EY12SX72Z9AC2ETJ", "signals": [{"quote": "three million phones in 23 days amounts to about 130 000 iPhone activations a day... but the day before the iPhone 4 i | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNV6Q0EY12SX72Z9AC2ETJ", "signals": [{"quote": "we're talking about um Apple breaking 100 million iOS devices sold um really surpassed Apple has finally surpassed the | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNV6Q0EY12SX72Z9AC2ETJ", "signals": [{"quote": "there's like 300 million people in the US there's like one out of every three one in three has one of those devices", | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNV6Q0EY12SX72Z9AC2ETJ", "signals": [{"quote": "it's a ridiculous number of eyeballs that hit that App Store", "stance": "bullish", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNV6Q0EY12SX72Z9AC2ETJ", "signals": [{"quote": "Apple didn't really say what everything they needed to say it wouldn't quite go away but I think it's that I think tha | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNV6Q0EY12SX72Z9AC2ETJ", "signals": [{"quote": "Apple's visibility I think gets more people to call in", "stance": "neutral", "confidence": 0.5, "signal_class": "asse | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNV6Q0EY12SX72Z9AC2ETJ", "signals": [{"quote": "the Zach makes Shields that go around the iPhone 4S the front full body and they also make ones that go around just th | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNYY79ADJZS094NX773HZ0", "signals": [{"quote": "it's sort of apple's business strategy philosophy you release something you wait a little bit then you release the lik | observed | artifact ↗ | 2010-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNYY79ADJZS094NX773HZ0", "signals": [{"quote": "apple for all all we love apple here but for all of their benefits they don't really have a lot of demographic info in | observed | artifact ↗ | 2010-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNYY79ADJZS094NX773HZ0", "signals": [{"quote": "i'm more willing to believe in oled than a retina display for the ipad i mean uh one of the things if you were to make | observed | artifact ↗ | 2010-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNYY79ADJZS094NX773HZ0", "signals": [{"quote": "the graphics are running half the speed of the iphone it's uh they need to crank that back up get us back to where we | observed | artifact ↗ | 2010-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNYY79ADJZS094NX773HZ0", "signals": [{"quote": "i think it's just one of them and i think in a device like this it makes a lot i think they'll get more and more smudg | observed | artifact ↗ | 2010-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNYY79ADJZS094NX773HZ0", "signals": [{"quote": "i think the strange thing about touchscreens is they they make the computer world smaller we're used to controlling ou | observed | artifact ↗ | 2010-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNYY79ADJZS094NX773HZ0", "signals": [{"quote": "now i don't notice that so much when i'm just scrolling or using the web or something because the scroll bar works ver | observed | artifact ↗ | 2010-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNYY79ADJZS094NX773HZ0", "signals": [{"quote": "developing for Apple products is really easy they use a lot of standards which makes it nice", "stance": "bullish", "c | observed | artifact ↗ | 2010-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNYY79ADJZS094NX773HZ0", "signals": [{"quote": "apple announced the iPad and it was just magic we're like oh this is definitely the device where this game is gonna sh | observed | artifact ↗ | 2010-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNYY79ADJZS094NX773HZ0", "signals": [{"quote": "yeah that was the the ban it was up there after that that probably helped but in the u.s store", "stance": "bullish", | observed | artifact ↗ | 2010-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZP7MMTSYTY6NGP315JF2VF", "signals": [{"quote": "Jacob Aaron says Apple will never change", "stance": "bearish", "confidence": 0.8, "signal_class": "assessment", "spea | observed | artifact ↗ | 2010-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPB7PPV6BXJY0G2D7WR7ZJ", "signals": [{"quote": "I don't think Apple's quite there yet um but I think it certainly could tablet devices certainly are going to be and b | observed | artifact ↗ | 2010-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPB7PPV6BXJY0G2D7WR7ZJ", "signals": [{"quote": "until there is like one definitive this is the keyboard that goes with the iPad and you hook it in and then you have l | observed | artifact ↗ | 2010-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPB7PPV6BXJY0G2D7WR7ZJ", "signals": [{"quote": "I I disagree there I think I think it will people will get used to it enough because I don't think I think it defeats | observed | artifact ↗ | 2010-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPB7PPV6BXJY0G2D7WR7ZJ", "signals": [{"quote": "Mac sales went up 37% year-over-year for the first two months of the June quarter indicating consumers still like we w | observed | artifact ↗ | 2010-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPB7PPV6BXJY0G2D7WR7ZJ", "signals": [{"quote": "iPods however as you'd probably figure taken a significant hit in recent months sales are down 133% the first two mont | observed | artifact ↗ | 2010-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPB7PPV6BXJY0G2D7WR7ZJ", "signals": [{"quote": "I think so um I think it'll take a little bit cuz uh the analyst that said that iPad sales were going to suck I didn't | observed | artifact ↗ | 2010-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPB7PPV6BXJY0G2D7WR7ZJ", "signals": [{"quote": "I feel like it's an it's an apple thing too if this was like if there was the the the Dell PC versus the Dell uh table | observed | artifact ↗ | 2010-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPB7PPV6BXJY0G2D7WR7ZJ", "signals": [{"quote": "I don't think it helps that the CEO of Apple is sort of a bit of a swarmy a bit of a he's easy to hate the idea of App | observed | artifact ↗ | 2010-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPB7PPV6BXJY0G2D7WR7ZJ", "signals": [{"quote": "I think Apple's overall been very very um you know it's been very comfortable working with them and they've been very | observed | artifact ↗ | 2010-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPB7PPV6BXJY0G2D7WR7ZJ", "signals": [{"quote": "one of the things that Apple puts in its guidelines is you know you click on the small icon on your home screen of you | observed | artifact ↗ | 2010-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "Apple got slapped in the face with one of what we're guessing is going to be a myriad of class action lawsuits regardi | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "Apple admitted today that this morning Apple admitted that there was some problem with the phone showing more bars tha | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "I get that they're using a screwy way of showing you the actual strength of your signal with the bars but it has nothi | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "Apple has never made a an official Apple case or a a bumper anything like that they've always let third party companie | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "I don't think anybody I mean no offense to anybody out there who might be suing Apple but like come on guys really lik | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "this is such a complex issue because and it happens from person to person phone to phone it's not a uniform problem th | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "that's Apple to me like you know they're they're cutting off developers and and just being very closed and to give the | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "I love the camera I love the fact that I could put it in the inside of a box car model train yeah and get HD video", " | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "the thing never hiccuped or crashed once I I literally was blown away like it was really impressive", "stance": "bulli | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "for me it was like super easy", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_name": "A | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "I'm really impressed with it like I I saw it I was like this is amazing", "stance": "bullish", "confidence": 1, "signa | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "I predicted people would start shooting editing and distributing movies all entirely on the iPhone 4", "stance": "bull | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "iPhone is a super hot platform for us", "stance": "bullish", "confidence": 1, "signal_class": "endorsement", "speaker_ | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPFS7FDB6JZNG691YD8CFX", "signals": [{"quote": "when someone like apple comes in and says yeah we also believe in it I think this is great now there's still lots of q | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQC775GQTJJ6YCYBW0J5S5", "signals": [{"quote": "how much thought apple is putting into little things like UI and ease of use and and just making things generally easi | observed | artifact ↗ | 2010-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQC775GQTJJ6YCYBW0J5S5", "signals": [{"quote": "bezo said he thinks tablet computers are a totally different product category than the Kindle", "stance": "neutral", " | observed | artifact ↗ | 2010-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQC775GQTJJ6YCYBW0J5S5", "signals": [{"quote": "it's a little bit of a sort of a new art form just because this is the first time there's been like a touch screen tha | observed | artifact ↗ | 2010-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQC775GQTJJ6YCYBW0J5S5", "signals": [{"quote": "it just shows that the sort of Mantra behind a lot of people IP is oh it's a consuming device ... but this is showing | observed | artifact ↗ | 2010-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQC775GQTJJ6YCYBW0J5S5", "signals": [{"quote": "if you imagine it getting four times of processing speed and all the different capabilities which will inevitably come | observed | artifact ↗ | 2010-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQC775GQTJJ6YCYBW0J5S5", "signals": [{"quote": "it seems like the desktop is still the place for stuff that needs a real fine touch you know Photoshop or garage band | observed | artifact ↗ | 2010-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQC775GQTJJ6YCYBW0J5S5", "signals": [{"quote": "I think the biggest thing is that it just the market for people doing this just dramatically increases because it's so | observed | artifact ↗ | 2010-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQM4RQ7B2YDKJ360WDRJT9", "signals": [{"quote": "In fact, Apple doesn't make their products at an Apple factory. They subcontract, right? To people in Shenzhen and all | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR6W8QEAXE38JF3MRWQ2RV", "signals": [{"quote": "in their case steve jobs is limiting what you own you bought the phone yeah you paid for it it's not like craig's sayi | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRBTBKEKJJ0PESFCD9JEQC", "signals": [{"quote": "Nobody will invest in a closed platform. And if you do invest in a closed platform, it will come back and bite you rig | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRBTBKEKJJ0PESFCD9JEQC", "signals": [{"quote": "There is no reason why Apple cannot make the iPhone a little more open.", "stance": "bearish", "confidence": 1, "signa | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRBTBKEKJJ0PESFCD9JEQC", "signals": [{"quote": "The reason why there's such colossal growth, the reason why Ustream can do what they do, Mahala does what it does, Twi | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRTN1HYVE5M3DAY7CNSDYP", "signals": [{"quote": "the iPhone and the AT&T relationship which is assault horrible the iPhone would be a perfect device for downloading po | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRTN1HYVE5M3DAY7CNSDYP", "signals": [{"quote": "windows but apples still making a good living and they've been coming back", "stance": "bullish", "confidence": 0.8, " | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRTN1HYVE5M3DAY7CNSDYP", "signals": [{"quote": "Apple didn't make the first mp3 player right Rio made the first one so he being first means sometimes you get all the | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS66HN4854GCD674YNXCTC", "signals": [{"quote": "the white model of the the iphone 4 was proving more challenging to produce than the black model", "stance": "neutral" | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS66HN4854GCD674YNXCTC", "signals": [{"quote": "the color specifications for the white on the new iphones are just crazy the tolerances they're trying to achieve with | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS66HN4854GCD674YNXCTC", "signals": [{"quote": "there have been scratches have been reported on them photos of little scratches showing that's a shattered one on the | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS66HN4854GCD674YNXCTC", "signals": [{"quote": "there have been a lot of reports that if you hold the phone in your left hand as opposed to your right hand and you en | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS66HN4854GCD674YNXCTC", "signals": [{"quote": "having seen the retina display for the first time uh for real uh it really is amazing i mean it's like um i really hav | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS66HN4854GCD674YNXCTC", "signals": [{"quote": "itunes itself is that you have to sync everything i mean if you let's say i buy a song on my ipad then if i want to ge | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS66HN4854GCD674YNXCTC", "signals": [{"quote": "they're also shrewd and they don't want to they don't just throw money away well apple google both yeah", "stance": "n | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS66HN4854GCD674YNXCTC", "signals": [{"quote": "a large part to do to apple like getting away from java getting absolutely and getting away from or not javascript eve | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSD656N3W2D5YR53XKB4AK", "signals": [{"quote": "I wrote a blog post called app is crap yeah and uh my so self my uh hypothesis was that apps are here to stay for the | observed | artifact ↗ | 2010-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSD656N3W2D5YR53XKB4AK", "signals": [{"quote": "it's hard to know it's hard to predict you know if you're able to because it becomes Hollywood because it's all about | observed | artifact ↗ | 2010-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSD656N3W2D5YR53XKB4AK", "signals": [{"quote": "I think long run HTML 5 is going to win it's going to be really yeah yeah and you know Android's really really taking | observed | artifact ↗ | 2010-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSHK5DEEWZVECAE0B16Z06", "signals": [{"quote": "I guess that's the genius of Steve Jobs is he's built an interface that just people understand inherently it can be mo | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSHK5DEEWZVECAE0B16Z06", "signals": [{"quote": "kids are drawn to the iPad and the iPhone like nothing else I mean it's even more than computers you think definitely | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSHK5DEEWZVECAE0B16Z06", "signals": [{"quote": "Steve Jobs has been pretty clear about wanting it to be family friendly friendly as a device", "stance": "neutral", "c | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSHK5DEEWZVECAE0B16Z06", "signals": [{"quote": "we were able to breeze through there was a point I think where they're backlogged right before the iPad launch or back | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSHK5DEEWZVECAE0B16Z06", "signals": [{"quote": "I picture they speed that up to try to get you know developers their money quicker", "stance": "bullish", "confidence" | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSHK5DEEWZVECAE0B16Z06", "signals": [{"quote": "it seems to be alchemy to get your app to rank", "stance": "bearish", "confidence": 0.6, "signal_class": "criticism", | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSHK5DEEWZVECAE0B16Z06", "signals": [{"quote": "concerned Apple is with design then I think you have a better chance", "stance": "bullish", "confidence": 0.6, "signal | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSZZT8ZGXSNJARVSWW1SAZ", "signals": [{"quote": "iPad in general represents like a significant fundamental change to how we're going to be using computers in the next | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSZZT8ZGXSNJARVSWW1SAZ", "signals": [{"quote": "I think eventually on the web will see a lot more kind of quasi tactile ways of interacting with websites that are rem | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSZZT8ZGXSNJARVSWW1SAZ", "signals": [{"quote": "you know it's an apple device Steve Jobs could you know announce an apple toothbrush and its l5 momentum in the first | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSZZT8ZGXSNJARVSWW1SAZ", "signals": [{"quote": "I think the device does you know stand on its own yard as well", "stance": "bullish", "confidence": 0.8, "signal_class | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSZZT8ZGXSNJARVSWW1SAZ", "signals": [{"quote": "I think Apple what they need to do something with the file system you know movie and files on the iPad off the ipad is | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSZZT8ZGXSNJARVSWW1SAZ", "signals": [{"quote": "i was shocked when i opened the box and i turned it off for the first time I told me hook me up into your itunes it's | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSZZT8ZGXSNJARVSWW1SAZ", "signals": [{"quote": "well actually um I think at the d8 conference Jobs was asked about that why did he do okay look it up to a computer an | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSZZT8ZGXSNJARVSWW1SAZ", "signals": [{"quote": "the apple of marketing for whatever reason is because it's a malleable device you can use it in a lot of different sit | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSZZT8ZGXSNJARVSWW1SAZ", "signals": [{"quote": "sales of the iPad will not be able to keep up their current momentum now that all the dedicated Apple fanboys and fang | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSZZT8ZGXSNJARVSWW1SAZ", "signals": [{"quote": "I think she's wrong ... Morgan Stanley's King Hubert e says that Apple was gonna sell 10 million iPads no rest of you | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTG1TTQPX7CR3JMX3RRQFZ", "signals": [{"quote": "the total cost of ownership of the of any Android device versus the iphone is approximately half over the life", "stan | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTG1TTQPX7CR3JMX3RRQFZ", "signals": [{"quote": "Bill girly made a you know basically famous venture capital guy he wrote a blog post that was really was probably blog | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTG1TTQPX7CR3JMX3RRQFZ", "signals": [{"quote": "if you have an iphone AT&T blows chunks", "stance": "bearish", "confidence": 0.7, "signal_class": "criticism", "speake | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTKXKX8XAS3VAAW74040NW", "signals": [{"quote": "iPhone has a lot of the market as well as Blackberry as far as smartphones Go", "stance": "neutral", "confidence": 0.8 | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTKXKX8XAS3VAAW74040NW", "signals": [{"quote": "apple and and the iPhone just has so many more services and apps I mean that app store is amazing", "stance": "bullish | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTKXKX8XAS3VAAW74040NW", "signals": [{"quote": "it's immediately visible that it's brighter sharper clearer almost the comparison would be like DVD to Blu-ray", "stan | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTKXKX8XAS3VAAW74040NW", "signals": [{"quote": "I still think that that's the killer app", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", "spea | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTQJJMWSA28NG49Z25YCN2", "signals": [{"quote": "Android passes iPhone sales in the US smartphone market so now Android's out ahead of iPhone it's finally happened", " | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTQJJMWSA28NG49Z25YCN2", "signals": [{"quote": "the iPhone only is one phone on one carrier", "stance": "neutral", "confidence": 0.5, "signal_class": "fact_claim", "s | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTQJJMWSA28NG49Z25YCN2", "signals": [{"quote": "how long can the iPhone remain an AT&T exclusive with the bad network with 4G coming", "stance": "bearish", "confidenc | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTQJJMWSA28NG49Z25YCN2", "signals": [{"quote": "it's just crazy to go exclusive for that long but then again they were the first person really to break the smartphone | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTYANSSHQXQDBYRS279N1Y", "signals": [{"quote": "the iphone never really has taken off there and as she said it doesn't support you know putting a sort of like wrist s | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTZMKCVFBT8PNXVQQT78ZP", "signals": [{"quote": "i sort of looked into iphone like very very briefly and then i kind of found out that i needed to actually buy a macin | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTZMKCVFBT8PNXVQQT78ZP", "signals": [{"quote": "i think definitely it's really really hard to get noticed if you develop and really something on the apple market just | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTZMKCVFBT8PNXVQQT78ZP", "signals": [{"quote": "the biggest news of the week is apple vs um but uh google coming right out of the gate defends htc", "stance": "neutra | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVFZB80V78FCBCT3127F1Y", "signals": [{"quote": "i'm the guy who's on record as saying app is crap and i'm not a big believer in the app marketplace metaphor now i kno | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVFZB80V78FCBCT3127F1Y", "signals": [{"quote": "i think that you know itunes is a great example of just being able to discover uh artists through you know some kind o | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWAK0Y52HVANK6F7G185AJ", "signals": [{"quote": "everyone's really watching Apple to see what the acquisition of La La Means I think what it does mean is is is having | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWAK0Y52HVANK6F7G185AJ", "signals": [{"quote": "I think that's why iTunes acquired them is is they built the infrastructure for that On Demand right uh iTunes environ | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWAK0Y52HVANK6F7G185AJ", "signals": [{"quote": "I think they're trying to take my iPod and my iTunes and all the movies that I've downloaded on iTunes and and and put | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWAK0Y52HVANK6F7G185AJ", "signals": [{"quote": "I think it's a personal media library in the cloud that you can access anywhere from any device and it's music video a | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWAK0Y52HVANK6F7G185AJ", "signals": [{"quote": "if Apple made iTunes online with everything um then you wouldn't necessarily need to store um your media on your own d | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWKWGH03K3H6CN4MNJKAZJ", "signals": [{"quote": "would you do this this and that would you watch movies how often are you reading how often are you you know in bed che | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWKWGH03K3H6CN4MNJKAZJ", "signals": [{"quote": "I love it I hate the fact that I can't do some of the things i want to do but i am looking forward to jailbreaking thi | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWKWGH03K3H6CN4MNJKAZJ", "signals": [{"quote": "although I have to say I I think I'm willing to give up a lot to get that 12 hour of battery life yeah that is a kille | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWQNX0NAA2QRP3WDJR1D55", "signals": [{"quote": "Apple is like essentially a device company absolutely that's just toys yeah fun toys fun toys amazing toys fun toys bu | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWQNX0NAA2QRP3WDJR1D55", "signals": [{"quote": "Apple doesn't really I have mobile me but no real big web presence", "stance": "bearish", "confidence": 0.7, "signal_c | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWQNX0NAA2QRP3WDJR1D55", "signals": [{"quote": "219.18 billion uh this is in terms of market cap the only U.S company valued higher is Exxon Mobil which is 278.64 bil | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWQNX0NAA2QRP3WDJR1D55", "signals": [{"quote": "apple is just so far ahead of frankly anyone in terms of successful Hardware manufacturing that it's not worth it you' | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWQNX0NAA2QRP3WDJR1D55", "signals": [{"quote": "it's more expensive than the magazine Edition in part because Apple's taking a portion of that money right which was I | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWQNX0NAA2QRP3WDJR1D55", "signals": [{"quote": "if Apple sells you know eight to ten million by the end of this year as I think uh you know analysts are now predictin | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWQNX0NAA2QRP3WDJR1D55", "signals": [{"quote": "from a performance standpoint the device is sort of between um the handheld devices like the PSP or the uh the DS and | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWQNX0NAA2QRP3WDJR1D55", "signals": [{"quote": "I think the the beauty of the free to play model if you do it right um is you get to reach lots and lots of people um | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWQNX0NAA2QRP3WDJR1D55", "signals": [{"quote": "I think honestly you know as you kind of look forward um you know free to play gaming if done well um you know sort of | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWQNX0NAA2QRP3WDJR1D55", "signals": [{"quote": "it's really almost like a guarantee like this person has a lot of confidence in what they're designing as opposed to l | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWQNX0NAA2QRP3WDJR1D55", "signals": [{"quote": "I think a big reason why there's not a lot out there is that there's Apple has an app... it's a stripped down version | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "I believe John Ternus should stop buying back the shares and should take massively big swings.", "stance": "bullish", | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "Disney is a large company that if you were to have on your devices every Disney show as part of your Apple one, you ta | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "Obviously, I think with Siri running your life, running your phone, voice mode is coming. Everybody is going to want t | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "I feel like Apple TV already is like, they're better quality and consistency than Netflix. They're just not operating | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "I think the next thing that Apple should maybe be looking into is Boston Dynamics. Now, that might sound crazy, right? | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "Apple has a pretty clear pattern with acquisitions. When a technology becomes important enough to experience, Apple ev | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "So the question that came through that you raised was which suite of companies would make the most sense for Apple in | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "I mean, it's so obvious. Siri still can't understand half the things I say. I'm like, give me, pull up the map. I want | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "I think if you combine that with Apple's engineering expertise and their OS expertise, you'd have a very compelling te | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "I could see this as being offered in conjunction to the Apple Watch for folks that don't necessarily want to invest in | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "historically, Apple's not done a great job of getting into people's homes. And so I could see a Sonos acquisition is p | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2EZ2JC2SSYSYQ0HF3T2YF", "signals": [{"quote": "Apple constantly talks about how they are privacy first. So I could see this. I could see them kind of offering this p | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FWQNSJWZXHBE0PSJH4WDN2", "signals": [{"quote": "When we were owning Apple, we were paying four times earnings.", "stance": "bullish", "confidence": 0.9, "signal_class | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FWQNSJWZXHBE0PSJH4WDN2", "signals": [{"quote": "Steve Jobs got the price to $200. There was AT&T at a 3G network. It was touchscreen. It was so easy. Your grandmother | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FWQNSJWZXHBE0PSJH4WDN2", "signals": [{"quote": "And it was a mistake with Apple because in the first five or six years of Apple, it was awesome. I mean, it was our la | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FWQNSJWZXHBE0PSJH4WDN2", "signals": [{"quote": "And with Apple, they maintain their leadership position. It had a couple of years of underperformance. And then the mu | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G6WW76VTJS6RREFZMVRX1G", "signals": [{"quote": "I look up to macOS, for example, as an example, where it really works for people who don't understand technology at al | observed | artifact ↗ | 2026-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G90M8HTGTQZ0VF8HXT9S2J", "signals": [{"quote": "the intimacy they already have through Gmail or Apple or, you know, I think is not is a very very difficult thing to g | observed | artifact ↗ | 2026-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G90M8HTGTQZ0VF8HXT9S2J", "signals": [{"quote": "decades of work have gone in at Apple and Google and whatnot.", "stance": "neutral", "confidence": 1, "signal_class": | observed | artifact ↗ | 2026-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GJ1QWHHAJYB5KRRYEY3C4A", "signals": [{"quote": "maybe in the middle you have, you know, tech pragmatists, I guess I might call them, you know, like Jensen Huang or Ti | observed | artifact ↗ | 2025-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GNF70DTPGD5EYD624EWDW8", "signals": [{"quote": "And by the way, Brad, you mentioned that they have this unfair advantage of this huge printing press, but Apple and Go | observed | artifact ↗ | 2025-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GNF70DTPGD5EYD624EWDW8", "signals": [{"quote": "These are the type of bets that I think it's very, very difficult for a Google or an Apple to make, for the reasons yo | observed | artifact ↗ | 2025-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GNF70DTPGD5EYD624EWDW8", "signals": [{"quote": "Yeah, but neither of them are controlled by founders.", "stance": "bearish", "confidence": 1, "signal_class": "assessm | observed | artifact ↗ | 2025-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GYZVTNS5R61CSPRRWRW35C", "signals": [{"quote": "both Tesla and Apple have a huge amount of revenue in China. And when you sense that this thing may be escalating or t | observed | artifact ↗ | 2025-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H2WMQMDZNBCF6ANP8EKESW", "signals": [{"quote": "What does Apple do about, you know, kind of the Siri problem and, and like how much do they need to own themselves ver | observed | artifact ↗ | 2025-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4ZTXW28Y9K9ATA1S33PWE", "signals": [{"quote": "Well, I mean, so Apple has self-selected out of the race, right? They're not building a big model. They've been very p | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4ZTXW28Y9K9ATA1S33PWE", "signals": [{"quote": "Like, I just don't use any of the integrated features on the phone, which I think creates vulnerabilities for Apple. B | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
source.document.reference | {"kind": "video", "title": "All-In E279 — AI and geopolitics — apple", "source_id": "01KXRPBDYCZ1WPN3Q8780CYPNF-m-3a7bd3e2360a3d29", "extract_ref": "artifact:sha256:e37c0b24d914f8d39b964c9a37aba214da7 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — apple", "source_id": "01KXRNJDV71ZHHYWCV4Z2JXFJJ-m-3a7bd3e2360a3d29", "extract_ref": "artifact:sha256:fb9a5508edb847400b8b22fe847e63564fbc99d11fa192 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence — apple", "source_id": "01KXRSFXYE0AVQ9HW3ZQYQ5KWV-m-3a7bd3e2360a3d29", "ext | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits — apple", "source_id": "01KXRSFXZHQZDW92WQ35S46412-m-3a7bd3e2360a3d29", "extract_ref": "art | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "They're Opening the Stock Market to Everyone. Here's What That Actually Means — apple", "source_id": "01KXRSFY1R5136H4FVC4ZPAP7J-m-3a7bd3e2360a3d29", "extract_ref": "artifa | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option — apple", "source_id": "01KXRSFYB2TX17JX33Q6BVW07G-m-3a7bd3e2360a3d29", "extract_ref": | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Ro Khanna Calls Out Both Parties: Immigration, Tech & Free Speech — apple", "source_id": "01KXRSFYEG276RTW68GR7ARBAQ-m-3a7bd3e2360a3d29", "extract_ref": "artifact:sha256:8f | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust — apple", "source_id": "01KXRSFYHW69HVZC0D7RDQMKRW-m-3a7bd3e2360a3d29", | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law — apple", "source_id": "01KXRSFYNJXCR86FQN3ZTPZT39-m-3a7bd3e2360a3d29", "extract_ref": | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate — apple", "source_id": "01KXRSFYPQQJAQ8268FQ4WQSEE-m-3a7bd3e2360a3d29", "ext | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World — apple", "source_id": "01KXRSFYSMGP0AA6WQ3CV2JDKR-m-3a7bd3e2360a3d29", "extract | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery — apple", "source_id": "01KXRSFYTSEDGDS2P65DM2MB65-m-3a7bd3e2360a3d29", " | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "2025 Predictions: Tech, Business, Media, Politics! — apple", "source_id": "01KXRSFZ12KRP5C8QJ57P24YBQ-m-3a7bd3e2360a3d29", "extract_ref": "artifact:sha256:1872eaab038429a3f | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "The All-In Holiday Spectacular — apple", "source_id": "01KXRSFZ1CVC7A5BPEQDK2A0YP-m-3a7bd3e2360a3d29", "extract_ref": "artifact:sha256:bfc51cfd6025103c8f270b8429184878cb32a | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC — apple", "source_id": "01KXRSFZ1YPSZNGJ7MMZ2M0B8C-m-3a7bd3e2360a3d29", "extract_ref": "artifact:s | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Thomas Laffont | All-In Summit 2024 — apple", "source_id": "01KXRSFZ6HW0JA6NSBT7528XJQ-m-3a7bd3e2360a3d29", "extract_ref": "artifact:sha256:9fd2e7a01e42d5dc70317f9eb8b555b6 | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "In conversation with Reid Hoffman & Robert F. Kennedy Jr. — apple", "source_id": "01KXRSFZB8JHFTKQ7TY37RPXRE-m-3a7bd3e2360a3d29", "extract_ref": "artifact:sha256:9ced419e50 | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — apple", "source_id": "01KY4TJK8B1WD3N270JD5W5G0G-m-3a7bd3e2360a3d29", "extract_ref": "artifact:sha256:a455b90558db117f236d3c73853ced4fe15a7519bcc4be | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Jason turned $11 and one tweet into 1.1M views | E2311 — apple", "source_id": "01KXRSP63XJRYCVMK2W3BMVHGD-m-3a7bd3e2360a3d29", "extract_ref": "artifact:sha256:d9a40b00c48c3 | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz — apple", "source_id": "01KXRSFZC4PMYAMQASS0V4PJWF-m-3a7bd3e2360a3d29", "e | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG — apple", "source_id": "01KXRSFZCNE0JQANAAHFRTW6TC-m-3a7bd3e2360a3d29", " | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections — apple", "source_id": "01KXRSFZD8KTJ2E017RQZT484Y-m-3a7bd3e2360a3d29", "extract_ref": "arti | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "In conversation with President Trump — apple", "source_id": "01KXRSFZECGMHSDAPBFN5DBQX4-m-3a7bd3e2360a3d29", "extract_ref": "artifact:sha256:9b66e5fcfbc3b66ec2c90ec0fbd8bc8 | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser — apple", "source_id": "01KXRSFZEPEACNJGSQTY00D55E-m-3a7bd3e2360a3d29", "extract_ | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues — apple", "source_id": "01KXRSFZG5GNMDPG0W2776P2Y1-m-3a7bd3e2360a3d29", "extract_ref": "arti | observed | artifact ↗ | 2026-07-23 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more — apple", "source_id": "01KXRSFZJ72B852DVXKKMWWB17-m-3a7bd3e2360a3d29", "extract_ref": "artifact:s | observed | artifact ↗ | 2026-07-23 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more — apple", "source_id": "01KXRSFZJG796T8KG161V63MW6-m-3a7bd3e2360a3d29", "ex | observed | artifact ↗ | 2026-07-23 | normalized | 0.95 |
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