Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
18 published records
01 / belief
“I think that as bandwidth continues to be the issue, that’s going to be the gating factor in how much we can push off of our bodies versus actually have with us at all times.”
02 / belief
“I believe most of the people from the AuthenTec acquisition are no longer at Apple or if they are, perhaps moved to Cupertino.”
03 / belief
“I’m actually not sure. I think smaller ones but this was definitely the… you know.”
04 / belief
“I think one thing that I want to raise now but not talk about until we’re grading it is I talked about this Tim Cook marketing speak on the Apple and the advantage that these two technologies combined together under the same roof and the same engineering team give.”
05 / belief
“I think that balance, if you really want to build an enormous and sustaining technology franchise, certainly Microsoft does this too, and Facebook is beginning too, you have to make that transition.”
06 / belief
“There was a series of articles I believe right at the end of 2016 about potential fraud at the company and overstating their growth numbers.”
07 / belief
“I think when Apple plants a flag in the ground and says “we’re serious about device security…” and that I don’t to get into the morality and politics of that, I think that’s a different discussion.”
08 / belief
“I think that was hundreds of billions of dollars in revenue that we can attribute to that.”
09 / evaluation
“SiByte is focused on making chips for – this is sort of like the run up to the internet bubble, making chips for routers and networking gear because everybody is, you know, these are like the 3Com days and everybody is obsessed with the buildout of internet infrastructure.”
10 / evaluation
“Then WWDC rolls around, Steve goes on stage, makes this announcement they’re switching to Intel and apparently Dan and the company were just floored and completely furious because this blew up the deal that they were working on, that they thought was going to make the company.”
11 / evaluation
“Yup. I believe that is the only chip they ever released into the market. But then at the same time the iPhone comes out and the iPhone initially, folks might remember the first few versions of the iPhone that the original one, the 3G and 3GS, all used Samsung processors.”
12 / preference
“It was great and I used it so much. But now I’ve got my iPhone 7 Plus, I don’t have an iPad anymore and it has almost as much screen real estate, maybe not almost, significant enough screen real estate and weighs almost nothing and battery lasts forever.”
13 / recommendation
“A second big one that we’re now seeing that I think we saw first in the Acompli episode where Javier Soltero took the lead for all out of Outlook at Microsoft is when you acquire a company, promote their leader to be the leader of the organization that they’re coming into and allow all the goodness from the company that you acquired to actually grow in that much larger tree of the organization chart rather than existing just down in their little thing.”
14 / evaluation
“Facebook can take the luxury with a lot of their acquisitions of letting them flourish and operate on their own because the core Facebook business at this point, we talked about on the IPO episode, at one point it was quite challenged but at this point it’s doing so well, versus at Walmart where they’re just battening down the hatches versus Amazon.”
15 / evaluation
“The Atom processor is a great example of this. But the reason why ARM chips in our iPhones, iPads and many other things have come to be extremely popular in the last few years is because as we moved to mobile devices, we have stricter power requirements when we cannot plug things into the wall.”
16 / evaluation
“What’s funny though when the acquisition happened – and I was going back and re-reading some of the articles about the deal when it came out, I don’t know Ben if you saw the same thigs – most people didn’t really realize that this was about the iPhone. Because this is 2008 and I believe the 3G had come out at this point.”
17 / evaluation
“I don’t think those fall into that category. So for me, I think I give a B+/A- leaning more towards the A- side because they were incredibly executed sustaining innovation acquisitions.”
18 / evaluation
“You know, I don’t know if this was apparent to them at the time but when you look at the proliferation of applications that Apple has been able to go into with first party hardware that they never would have dreamed of 10 years ago, it’s incredible and it’s all powered by the work that they did on the A series chips.”