https://minutesof.com/on/apple/ Everyone on the record about apple: 17 verbatim quotes from 4 people, August 2011 to August 2025, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:48 +0000 https://minutesof.com/q/7df9b330-da17-478a-bbf4-49b621827f37/ https://minutesof.com/q/7df9b330-da17-478a-bbf4-49b621827f37/ “What's your opinion on the build it versus buy it debate around Apple? I feel like for $2,025,000,000,000, they should just buy it, just given how much cash they have” — Brad Gerstner, CNBC Television Thu, 28 Aug 2025 17:35:29 +0000 apple https://minutesof.com/q/8a8feb77-333f-4b9f-894d-4a971b0b4711/ https://minutesof.com/q/8a8feb77-333f-4b9f-894d-4a971b0b4711/ “I haven't heard your thoughts on the revelation that people inside Apple were kicking the tires at Perplexity and some of the other LLM providers and AI companies.” — Brad Gerstner, CNBC Television Thu, 28 Aug 2025 17:35:29 +0000 apple https://minutesof.com/q/0a5f3bdf-1c4b-45e3-ae44-c701f4cf2fee/ https://minutesof.com/q/0a5f3bdf-1c4b-45e3-ae44-c701f4cf2fee/ “And what ended up happening is because of that different rate of expansion, the solder balls connecting the chip and the board would crack.” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 apple https://minutesof.com/q/b108bf9a-1e2f-46f2-bbe0-8821812e2686/ https://minutesof.com/q/b108bf9a-1e2f-46f2-bbe0-8821812e2686/ “There's a generation of NVIDIA GPUs for laptops. Right? And and chips have solder balls on the bottom. Right?” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 apple https://minutesof.com/q/5c9549e9-6d93-4429-9083-1ee365536c97/ https://minutesof.com/q/5c9549e9-6d93-4429-9083-1ee365536c97/ “Basically in between every layer, the router can route to whatever expert it wants to, And it learns which expert to route to. And and each expert learns its own independent things” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 apple https://minutesof.com/q/9a857d55-bbd4-4f3d-a5e3-41ebd1d837a9/ https://minutesof.com/q/9a857d55-bbd4-4f3d-a5e3-41ebd1d837a9/ “I suspect that the integration going on with OpenAI is deeper than what we heard about yesterday. Right? So I don't know that this is going to be everybody playing equal.” — Brad Gerstner, CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 apple https://minutesof.com/q/49f3bd42-a418-45c6-b4ad-2627a5ac1901/ https://minutesof.com/q/49f3bd42-a418-45c6-b4ad-2627a5ac1901/ “only 5% of Apple users today can access Apple intelligence. So they're going to have to upgrade these devices in order to play.” — Brad Gerstner, CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 apple https://minutesof.com/q/4c94cf62-8cc0-4ef5-9679-00a68b01f29c/ https://minutesof.com/q/4c94cf62-8cc0-4ef5-9679-00a68b01f29c/ “I think the question that Apple's probably struggling with, Bill, is in order to do that, even a 7B model, you probably have to have, you know, 75 gigs of DRAM on your phone, right?” — Brad Gerstner, BG2 Pod Thu, 16 May 2024 19:31:21 +0000 apple https://minutesof.com/q/0fb92875-8ae9-4b8e-9736-f735c69ea782/ https://minutesof.com/q/0fb92875-8ae9-4b8e-9736-f735c69ea782/ “Or would you like to have an assistant that's just above average intelligence, knows everything about you, and they can use the Internet?” — Brad Gerstner, BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 apple https://minutesof.com/q/cff98119-a04f-47f5-b046-babfe3b6a99a/ https://minutesof.com/q/cff98119-a04f-47f5-b046-babfe3b6a99a/ “So Apple can charge the consumer more than its competitors, but actually have a lower effective price to the consumer.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple https://minutesof.com/q/bc0a27c1-c3d4-49ba-b094-6eeef85f6af6/ https://minutesof.com/q/bc0a27c1-c3d4-49ba-b094-6eeef85f6af6/ “That comparable Android phone is being traded in for probably a $150, which means you're paying $850.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple https://minutesof.com/q/779c17c7-a53e-4162-9b8e-8cb353fecb78/ https://minutesof.com/q/779c17c7-a53e-4162-9b8e-8cb353fecb78/ “When you trade in your phone, you capture that. That lets the used iPhones retain their value better, supports a dramatic price premium for Apple.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple https://minutesof.com/q/9f77f6ef-0bcb-4524-a8be-e6ae9b60c1a8/ https://minutesof.com/q/9f77f6ef-0bcb-4524-a8be-e6ae9b60c1a8/ “Used iPhones retain their value much better than used Android phones. When you trade in your phone, you capture that.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple https://minutesof.com/q/e4c2e666-1807-492e-b92c-f2ba688adc52/ https://minutesof.com/q/e4c2e666-1807-492e-b92c-f2ba688adc52/ “One is, I think the price to used iPhones is critically important to Apple's business model. Why is that? Used iPhones retain their value much better than used Android phones.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple https://minutesof.com/q/f11ab718-6d02-4ad9-86d3-c775177aec8e/ https://minutesof.com/q/f11ab718-6d02-4ad9-86d3-c775177aec8e/ “And as soon as I heard that, it's like, wow. It really doesn't matter. Apple went on to be seven x, 10 x, 15 x from there.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple https://minutesof.com/q/27951534-4f38-48a7-aeb9-aa46f1b47393/ https://minutesof.com/q/27951534-4f38-48a7-aeb9-aa46f1b47393/ “started at $2,000,000,000 when in market cap when he came in. Today, they're three forty three and bigger than Microsoft and Intel combined.” — Bill Gurley, Bloomberg Originals Fri, 26 Aug 2011 00:33:21 +0000 apple https://minutesof.com/q/1a8b4973-fbdb-4571-905b-87704a042543/ https://minutesof.com/q/1a8b4973-fbdb-4571-905b-87704a042543/ “Because we've got some great companies, Zillow, OpenTable, and I love to talk to him about getting something on there. And he just starts laughing.” — Bill Gurley, Bloomberg Originals Fri, 26 Aug 2011 00:33:21 +0000 apple