{
 "name": "Apple",
 "type": "company",
 "episodes": [
  "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
  "all-in-2026-05-29-anthropic-s-digital-god-pope-vs-ai-job-loss-narrative-flips-",
  "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
  "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
  "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
  "invest-like-the-best-2026-06-30-etched-building-ai-hardware-to-make-inference-faster-and-che",
  "all-in-2026-07-15-former-intel-ceo-on-what-went-wrong-what-s-next-lovable-ceo-",
  "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin"
 ],
 "claims": [
  {
   "holder": "David Friedberg",
   "claim": "Google has a real chance to own the assistant interface by integrating Gemini across a user's personal data (Calendar, Drive, Photos) and G Suite.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "Google",
    "Gemini",
    "Apple"
   ],
   "timestamp": "53:03",
   "quote": "Google has a real chance to own that assistant interface.",
   "episode_id": "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
   "published_at": "2026-05-15"
  },
  {
   "holder": "David Friedberg",
   "claim": "OpenAI struggles to maintain durable long-term partnerships.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "OpenAI",
    "Apple"
   ],
   "timestamp": "52:41",
   "quote": "There doesn't seem to be a lot of long-term partnerships with OpenAI.",
   "episode_id": "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
   "published_at": "2026-05-15"
  },
  {
   "holder": "Jason",
   "claim": "Apple has the clearest path to becoming a top-2/3 AI player by acquiring an AI lab and running private local models on its powerful hardware.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "Apple"
   ],
   "timestamp": "54:18",
   "quote": "Apple has the clearest path to becoming a top two or three player in AI simply by buying something like Perplexity or Mistral or some AI lab and then using their hardware footprint",
   "episode_id": "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
   "published_at": "2026-05-15"
  },
  {
   "holder": "Jason",
   "claim": "Employees running local models on high-end desktop hardware become roughly 10x more valuable than those who don't.",
   "stance": "opinion",
   "conviction": 0.65,
   "subjects": [
    "Apple"
   ],
   "timestamp": "54:18",
   "quote": "if you have employees on this level of hardware running these models local, like I have started to do, they become 10 times more valuable than the employees not running it.",
   "episode_id": "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
   "published_at": "2026-05-15"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "Local models are the wrong bet because users need persistence that follows them across devices and personas.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "Apple"
   ],
   "timestamp": "55:25",
   "quote": "I'm not a huge believer in these local models. And the only reason why is I think you want persistence.",
   "episode_id": "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
   "published_at": "2026-05-15"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "An iPhone-style form-factor disruption in AI hardware is coming that will surprise everyone and challenge Apple's process-optimized organization.",
   "stance": "prediction",
   "conviction": 0.6,
   "subjects": [
    "Apple"
   ],
   "timestamp": "56:10",
   "quote": "don't we have an iPhone moment that we're just all going to be surprised by where somebody shows up and they're like, this thing and you're like, oh my God, that's the thing",
   "episode_id": "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
   "published_at": "2026-05-15"
  },
  {
   "holder": "Jason Calacanis",
   "claim": "Intelligence sovereignty (not just privacy) is the next key battleground, and Apple is the dark horse because open-source models can run locally on its hardware.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "Apple",
    "open source AI"
   ],
   "timestamp": "38:32",
   "quote": "This is why I think Apple is just the dark horse in this entire race.",
   "episode_id": "all-in-2026-05-29-anthropic-s-digital-god-pope-vs-ai-job-loss-narrative-flips-",
   "published_at": "2026-05-29"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "Technology adoption inflects vertically only when the barriers to adoption are removed — that removal triggers the tornado of demand.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "S-curve",
    "Apple",
    "Tesla"
   ],
   "timestamp": "19:36",
   "quote": "And then you rocket when those barriers are removed. That's the tornado of demand that everybody in the world knows they need this right away.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Mikkel",
   "claim": "Apple's WWDC presentation was essentially the same as the one two years ago, with little genuinely new.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "Apple",
    "WWDC"
   ],
   "timestamp": "05:47",
   "quote": "præsenterede, talte om nærmest det samme for den her konference i mandag, som de gjorde for to år siden.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "It is paradoxical that Apple unveiled exciting features at a huge keynote two years ago and shipped 0% of them.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "Apple"
   ],
   "timestamp": "06:28",
   "quote": "Siden da har vi set 0 % af dem, hvilket jo på en eller måde er fuldstændig paradoxalt",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "Siri AI will not launch in the EU as things currently stand.",
   "stance": "assertion",
   "conviction": 0.6,
   "subjects": [
    "Apple",
    "Siri",
    "European Union"
   ],
   "timestamp": "07:55",
   "quote": "Siri AI kommer slet ikke til at udgivet i EU, som det nu.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "Siri AI is redundant for him because Google already does most of what it offers, so he isn't excited about it.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "Apple",
    "Siri",
    "Google"
   ],
   "timestamp": "10:10",
   "quote": "igen bliver det bare sådan for mig, sådan på en måde meget overflodigt. fordi, Google kan jo også rigtig meget af det her.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "Apple may be too late on AI for Siri to even become relevant, since people can just use Google instead.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "Apple",
    "Siri",
    "Google",
    "artificial intelligence"
   ],
   "timestamp": "12:19",
   "quote": "Spørgsmålet om Apple bare er alt for sent ude, om det her overhovedet bliver relevant.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "The new Siri is a quantum leap over the old Siri, which worked absurdly badly and went largely unused.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "Apple",
    "Siri"
   ],
   "timestamp": "12:19",
   "quote": "det er jo bare et kvantespring i forhold til, at vi har haft de her sige, har fungeret i lang tid, men sådan absurd dårligt.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Mikkel",
   "claim": "If Siri's integration within Apple's own ecosystem turns out excellent, users may gradually move to Siri instead of Gemini or ChatGPT.",
   "stance": "opinion",
   "conviction": 0.35,
   "subjects": [
    "Apple",
    "Siri",
    "Gemini",
    "ChatGPT"
   ],
   "timestamp": "13:00",
   "quote": "altså Siri, vil du ligeså stille komme ind i Siri-verden og bruge det i stedet for Gemini eller Chattjaputte?",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Mikkel",
   "claim": "Buying the iPhone 17 now and keeping it protected lets you resell it for nearly its value later, since iPhones don't depreciate much.",
   "stance": "opinion",
   "conviction": 0.55,
   "subjects": [
    "Apple",
    "iPhone"
   ],
   "timestamp": "16:39",
   "quote": "du kan sælge den for ret meget i slutningen af året, hvis du så gerne vil købe 18'eren. Det er i hvert fald, som jeg husker det, så meget taber de sgu ikke værdi.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "The theory that Apple degrades batteries to force upgrades doesn't match his experience — his iPhone 14 Pro battery is only 16% down after nearly four years.",
   "stance": "opinion",
   "conviction": 0.5,
   "subjects": [
    "Apple",
    "iPhone"
   ],
   "timestamp": "20:41",
   "quote": "Det er 16 % fra toppen dengang, da jeg købte telefonen for næsten fire år siden. Så batteriet har faktisk holdt meget flot.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Marques Brownlee",
   "reported_by": "Mikkel",
   "claim": "Apple's end-of-keynote hint about dynamic aspect ratios was a clear signal that it intends to make a foldable phone, without saying so outright.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "Apple",
    "foldable phones"
   ],
   "timestamp": "23:41",
   "quote": "var sådan sit udgang med at lave en foldable phone, uden at sige du gerne vil lave en foldable phone.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "If Apple emphasizes the foldable, the iPhone 18 Pro risks being a forgettable incremental update (e.g., a 48 to 49.5 megapixel camera).",
   "stance": "opinion",
   "conviction": 0.45,
   "subjects": [
    "Apple",
    "iPhone",
    "foldable phones"
   ],
   "timestamp": "24:54",
   "quote": "i stedet for 48 megapixel kamera, så er det 49,5.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "David Sacks",
   "claim": "DRAM scarcity from data centers is driving AI inflation into consumer electronics like Apple devices.",
   "stance": "assertion",
   "conviction": 0.75,
   "subjects": [
    "AI inflation",
    "Apple",
    "DRAM"
   ],
   "timestamp": "1:07:29",
   "quote": "DRAM now is less available because it's just being hoovered up by all the data centers.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Jason Calacanis",
   "claim": "Apple squandered the opportunity of its enormous capital hoard by only doing small, marginal acquisitions instead of big transformative bets.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "Apple"
   ],
   "timestamp": "4:37",
   "quote": "They buy little, tiny acquisitions on the margins.",
   "episode_id": "all-in-2026-07-15-former-intel-ceo-on-what-went-wrong-what-s-next-lovable-ceo-",
   "published_at": "2026-07-15"
  },
  {
   "holder": "Pat Gelsinger",
   "claim": "Steve Jobs deliberately built Apple's internal semiconductor competence over years to reduce reliance on Intel and co-optimize system and silicon design.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "Apple",
    "Steve Jobs",
    "Apple Silicon"
   ],
   "timestamp": "5:33",
   "quote": "He had been preparing the core technologies inside of Apple for something that might happen in the future.",
   "episode_id": "all-in-2026-07-15-former-intel-ceo-on-what-went-wrong-what-s-next-lovable-ceo-",
   "published_at": "2026-07-15"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "No one — especially a smart, successful senior employee — should ever steal anything from a former employer.",
   "stance": "opinion",
   "conviction": 0.9,
   "subjects": [
    "OpenAI",
    "Apple"
   ],
   "timestamp": "40:12",
   "quote": "But nobody should be stealing things from their former employer. Nobody.",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "holder": "David Sacks",
   "claim": "The simple rule to avoid trade-secret disputes is that the only thing an employee should carry to a new job is what's in their head — no thumb drives, documents, or files.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "OpenAI",
    "Apple"
   ],
   "timestamp": "41:46",
   "quote": "The only thing you can bring to your new job is what's in your head.",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "holder": "Jason Calacanis",
   "claim": "Apple is a screaming buy: with M7 Ultra supporting 1.5TB of RAM it can run near-frontier local models on a Mac Studio and could 'run the table' on AI.",
   "stance": "opinion",
   "conviction": 0.75,
   "subjects": [
    "Apple",
    "token costs"
   ],
   "timestamp": "54:29",
   "quote": "I think Apple is a screaming buy right now.",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  }
 ],
 "predictions": [
  {
   "holder": "Thomas Harthimmer",
   "prediction": "The next iPhone will offer only a minimal incremental upgrade over the current model.",
   "timeframe": "next iPhone generation (2026)",
   "subjects": [
    "Apple",
    "iPhone"
   ],
   "timestamp": "16:38",
   "quote": "Min største tese er jo, at Adneren kommer til at have minimal incremental opgradering.",
   "due": "2026-09-30",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "prediction": "Apple will present an iPhone 18 Pro and a foldable phone in September.",
   "timeframe": "September 2026",
   "subjects": [
    "Apple",
    "iPhone",
    "foldable phones"
   ],
   "timestamp": "24:54",
   "quote": "der kommer en iPhone 18 Pro og en foldable phone. Altså til september.",
   "due": "2026-09-30",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Jason Calacanis",
   "prediction": "Local near-frontier models running on Apple silicon (M7 Ultra, 1.5TB RAM) will put massive downward pressure on Claude and OpenAI pricing.",
   "timeframe": "unspecified",
   "subjects": [
    "Apple",
    "Anthropic",
    "OpenAI"
   ],
   "timestamp": "55:45",
   "quote": "they will put so much downward pressure on Claude and OpenAI by just putting local models and supporting them with this memory architecture.",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  }
 ],
 "facts": [
  {
   "statement": "OpenAI is reportedly considering suing Apple over their ChatGPT partnership for breach of contract, having expected billions in subscription revenue.",
   "subjects": [
    "OpenAI",
    "Apple"
   ],
   "timestamp": "47:24",
   "quote": "OpenAI, in a breaking news story, is considering suing Apple over their Chat GPT partnership",
   "source": "Jason",
   "episode_id": "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
   "published_at": "2026-05-15"
  },
  {
   "statement": "On Whale Rock's underwriting, NVIDIA in 2023 was bought at four times earnings, Tesla in 2019 at five times earnings, and Apple at four times earnings.",
   "subjects": [
    "NVIDIA",
    "Tesla",
    "Apple"
   ],
   "value": "NVIDIA 4x, Tesla 5x, Apple 4x forward earnings",
   "timestamp": "19:36",
   "quote": "When we were buying NVIDIA in 2023, we were paying four times earnings.",
   "source": "Alex Sacerdote",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "statement": "Apple held its annual WWDC (World Wide Developer Conference).",
   "subjects": [
    "Apple",
    "WWDC"
   ],
   "timestamp": "04:46",
   "quote": "Apple har holdt deres årlige WWDC-konference. World Wide Developer Conference.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Apple is rebranding its assistant Siri as 'Siri AI'.",
   "subjects": [
    "Apple",
    "Siri"
   ],
   "timestamp": "05:47",
   "quote": "Siri, som vi alle sammen kender og måske ikke har det bedste forhold til, kommer nu til at hedde Siri AI.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Siri AI is now essentially a chatbot powered by Google's Gemini engine.",
   "subjects": [
    "Apple",
    "Siri",
    "Gemini",
    "Google"
   ],
   "timestamp": "08:46",
   "quote": "Og så ligger den jo med Googles motor nu. Så det er jo ligesom Gemini, er motor bag det her.",
   "source": "Thomas Harthimmer",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Siri AI has access to everything on the user's phone and can perform actions like creating calendar appointments and sending messages.",
   "subjects": [
    "Apple",
    "Siri"
   ],
   "timestamp": "09:14",
   "quote": "Den har adgang til alt på din telefon.",
   "source": "Thomas Harthimmer",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Siri AI can see what's on the user's screen and across multiple apps when activated.",
   "subjects": [
    "Apple",
    "Siri"
   ],
   "timestamp": "13:29",
   "quote": "Så kan du ligesom bare aktivere Siri og så kan Siri se hvad du har på din skærm",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Thomas's nearly four-year-old iPhone 14 Pro drains from 100% to 0% in two hours of use (battery health around 83%).",
   "subjects": [
    "Apple",
    "iPhone"
   ],
   "value": "100% to 0% in 2 hours",
   "timestamp": "15:22",
   "quote": "der holder den simpelthen fra 100 % til 0 % i to timer.",
   "source": "Thomas Harthimmer",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Mikkel uses an iPhone 14 (non-Pro) that is paid for by his employer Lego as a company perk.",
   "subjects": [
    "Apple",
    "iPhone",
    "Lego"
   ],
   "timestamp": "19:33",
   "quote": "det jo Lego, betaler min telefon.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Apple marketed the iPhone 16 as the first Apple Intelligence phone, with the slogan 'build from the ground up, ready for Apple intelligence'.",
   "subjects": [
    "Apple",
    "iPhone",
    "Apple Intelligence"
   ],
   "timestamp": "21:57",
   "quote": "build from the ground up, ready for Apple intelligence",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Apple faced misleading-marketing complaints over the iPhone 16's Apple Intelligence promises; buyers in a certain period (likely US only) get $95 back.",
   "subjects": [
    "Apple",
    "iPhone"
   ],
   "value": "$95",
   "timestamp": "22:26",
   "quote": "hvis man har købt den 16. i en eller anden periode, hvor de sikkert har kørt den her marketing, så ville man så få 95 US-dollars tilbage.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Rumors suggest Apple's foldable phone would cost over 20,000 DKK, markedly more than the traditional iPhone 18.",
   "subjects": [
    "Apple",
    "foldable phones",
    "iPhone"
   ],
   "value": ">20,000 DKK",
   "timestamp": "25:25",
   "quote": "at den ville komme til at koste over 20.000.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Apple raised prices: the $699 MacBook Neo is now $799 (up 14%) and the Mac Studio is up 25%.",
   "subjects": [
    "Apple"
   ],
   "value": "MacBook Neo $699->$799 (+14%); Mac Studio +25%",
   "timestamp": "1:02:35",
   "quote": "is now 799 up 14 percent and Mac Studio up 25 percent.",
   "source": "Jason Calacanis",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "statement": "Gavin Uberti's first job at 17 was kernels development at XNOR, which was later bought by Apple for $200 million.",
   "subjects": [
    "XNOR",
    "Apple",
    "Gavin Uberti"
   ],
   "value": "$200M acquisition",
   "timestamp": "24:26",
   "quote": "XNOR got bought by Apple for $200 million",
   "source": "Gavin Uberti",
   "episode_id": "invest-like-the-best-2026-06-30-etched-building-ai-hardware-to-make-inference-faster-and-che",
   "published_at": "2026-06-30"
  },
  {
   "statement": "Apple acquired a small chip company (PA Semi, rendered 'P Semi') to begin building internal silicon competence before launching Apple Silicon.",
   "subjects": [
    "Apple",
    "Apple Silicon"
   ],
   "timestamp": "5:33",
   "quote": "P Semi, you know, they acquired some small company, started to build some competency.",
   "source": "Pat Gelsinger",
   "episode_id": "all-in-2026-07-15-former-intel-ceo-on-what-went-wrong-what-s-next-lovable-ceo-",
   "published_at": "2026-07-15"
  },
  {
   "statement": "On July 10th Apple filed a 41-page lawsuit against OpenAI alleging stolen trade secrets used to develop OpenAI's consumer hardware device; OpenAI has poached over 400 Apple employees, and former Apple iPhone design VP Tang Tan is OpenAI's chief hardware officer.",
   "subjects": [
    "Apple",
    "OpenAI",
    "Tang Tan"
   ],
   "value": "41-page suit; 400+ employees poached",
   "timestamp": "37:51",
   "quote": "On July 10th, Apple filed a 41-page lawsuit against OpenAI over alleged stolen trade secrets.",
   "source": "Jason Calacanis",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "statement": "Apple's M7 Ultra chip is expected to support as much as 1.5 terabytes of RAM (double the current generation), enough to run an Opus-level model locally on a Mac Studio.",
   "subjects": [
    "Apple"
   ],
   "value": "up to 1.5 TB RAM",
   "timestamp": "54:29",
   "quote": "He says M7 Ultra is going to support as much as 1.5 terabytes.",
   "source": "Jason Calacanis",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  }
 ],
 "first_seen": "2026-05-15",
 "last_seen": "2026-07-18"
}