391: They're Great Uphill
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From Reel AFM, this is Upgrade episode 391. Today's show is brought to you by
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Squarespace, Capital One and Memberful. My name is Myke Hurley and I'm joined by
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Jason Snow. Hi Jason. Hi Myke. I have a #snowtalk question. Comes from
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Walk. Fake name. Interesting. Do you use the same
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Siri voice on each of your HomePods
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or do you give them their own voices
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so they have unique personalities?
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- Well, first off I only have, well, okay.
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I have a HomePod mini.
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It doesn't, I don't ever use it with Siri.
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I have paired HomePods.
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I do use them with Siri sometimes.
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They have a voice that is not on my other devices.
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We have taken, actually we followed Myke's advice
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and we have made him a British gentleman
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who is our butler who lives inside toucans,
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not the bird toucans, the actual two home pods.
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Wouldn't it be something if a butler lived inside a toucan,
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there's like a whole children's book there.
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Anyway, yeah, so the butler is the one who will,
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while we're watching TV suddenly say,
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"I don't think I got that."
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And we look at him with scorn,
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but it's kind of fun to have a different character
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to play Ciri from place to place.
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So I recommend it.
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I actually think it's a lot of fun to have
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different Ciri voices in different places
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because you can personify them differently.
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- What I also like for that for me personally,
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is that my American friends stop referring to Siri
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as a specific gender or not.
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Like, 'cause for me, Siri has always been a,
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like, well, what's called the male voice previously,
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it doesn't have that assigned to it anymore,
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but people have always referred to Siri as she
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in America for that reason.
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And that's not accurate to even like my
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blinker worldview at all.
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So yeah, I prefer it when people, you're gonna mix it up.
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And I like now that it's part of the processes you choose.
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Like that's like a thing now.
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I don't think that was a thing before.
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I think if you were setting up a device from nothing,
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it's like choose this.
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So there you go.
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Thank you to Mork for that question.
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If you would like to send in a question for us to open
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episode of the show just send out a tweet with the hashtag snow talk or you
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can use question mark snow talk in the relay FM members discord nanu nanu it was
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waiting for some kind of thing what I thought you were going to spot is where's
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Mindy that's what I thought you were gonna could have done that too mmm-hmm
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but you didn't ask some follow where's Mindy I have some follow this first
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comes from Nathan. Nathan has written in with a screenshot that shows that there was once
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more animals available for profile images in Mac OS X. There were a bunch of cats, which
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is one I was asked. There was also a dog and a dragonfly.
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- A dragonfly, butterfly, a goldfish. Be a goldfish. Yeah, we also, I think Stephen Hackett
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pointed out that there was, at one point, they were all of these images and they were
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in low resolution. And then I kind of wonder if maybe when they went to a higher resolution
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image they didn't have those images in high resolution so they dropped them and the ones
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that remain are the ones that they did have but yeah this was this was great that there
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used to be more animals other than the now traditional four birds and what was the and
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a zebra yeah four birds and a zebra isn't that richard curtis movie yep that's a less
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successful sequel the um when they left the cat names behind i think they also left the
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The cat's behind apparently.
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- That doesn't make any sense to me.
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- And a dog. - I will say.
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- And a goldfish.
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- Speaking of Steven Hackett, he let me down.
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- Did he? - Because after the episode,
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I went to Steven's Mac OS screenshot library
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to see if I could find it.
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And he doesn't have any screenshots
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with the profile images in them.
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I was hoping he would have that.
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- All right, Steven, we're laying the challenge down
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right now. - Oh, no.
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I didn't lay this challenge down.
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- We are laying the challenge down.
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Steven, your library, look,
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It's not for us, it's for your library's completion.
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- You know you'll have to complete things.
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- You need to get the options for login icon
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in screenshots for every version.
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You need to.
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We've uncovered, it's like a news alert,
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we've uncovered a missing piece
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of the 512 pixel screenshot library.
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- Jason, there is some very important news.
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- Do we have music for this?
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Is there like a song for this?
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- In theory, there could have been,
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but now it's too late.
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I've read this aloud to Adina today
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because these two sentences might be my favorite
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two sentences I've ever written in our show prep document.
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So here we go.
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Apple will no longer include free ear pods
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with new iPhone purchases.
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French lawmakers now feel that reducing environmental impact
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of e-waste is higher than the risk
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of exposing children to radiation.
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Longtime listeners may be aware that this is a thing that has come up a bunch on this show in the past
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from a spec like it came up from a long time ago like when they stopped including the
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Earbuds in the box in France. They had to continue doing it because of some law because of
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Exposing brains that are still forming to radiation that in French law
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Apparently this was a concern that holding a phone to your head was gonna
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and we thought it was like a hands free kit thing in the car, like driving, but no it
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wasn't that, it was a brain radiation thing. And then Apple continued to do it and we were
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wondering, when they stopped putting the charger in the box, will they still do this? And yes,
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in France, your iPhone will come in another box that inside of that box had a set of earpods,
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not airpods, earpods, the wired ones with it. Well now the law has changed and this
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law no longer exists anymore and Apple has confirmed they will no longer be doing this
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in France because this is now an environmental concern of the additional paper and resources
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required for these hands-free kits that nobody wants I'm sure in France and just throws away
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right because who wants this every single time you get a phone that you also get wired
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earbuds like who doesn't have their own at this point that they would prefer to use them.
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stand for the national anthem of France.
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- Of brain radiation.
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- Yeah, I mean, well, the truth is this is,
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and we talked about it a lot,
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so we might as well talk about it one last time
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as we put it down in the dirt, which is,
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people used to be really worried about cell phone radiation,
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even though I think there were never really any,
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there was any direct proof.
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Like, I think there's skepticism about it,
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but the thought was, oh, we gotta protect people.
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You should use hands-free instead of putting a phone
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up to your head. And so back in the day, they made it a rule that if you were selling like
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a candy bar phone, basically, that you needed to have a thing that you could click in and
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stick on your ear so that you didn't have to hold the phone up. And that stayed on the
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books as we went to a world where it's not really an issue anymore for the most part
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and that headphones are all readily available and wireless headphones are readily available
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and all of these things. And France was like, nope. And as the EU is saying, you need to stop e-waste
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with all of these things like chargers. And France was like, no, no, no, no, no, you got to put it in
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the box. So which, which as we learned was not truly put in the box. It was put in a box that
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was with the box in a larger box. So there was also actual waste, right? Of like all these extra
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your boxes. Anyway, bon voyage adieu? Something like that.
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I am kind of sad about this because I loved talking about this story every year. And I
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will also say I am really surprised that this was a story that I found myself on MacRumors.
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Oh, interesting. I had somebody tweeted it at me and I put it in our little notes doc
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because I was very excited and I said, oh boy, we got to talk about this one. I hope
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- Yeah, I think I'd put it in there as well.
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But what I'm saying is I'm surprised nobody tweeted at me
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because every year when MacRumors puts their post up
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about the included AirPods or someone,
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someone sends it to me.
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Unfortunately, this post on MacRumors
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was wrote by Sammy Fathy.
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Usually, it's just Joe Rosignol writes this story
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on behalf of Upgrade, I think.
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- So listener Nathan tweeted to the Upgrade Twitter account
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and that's where I saw it.
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I imagine you already saw this important French EarPods follow up. Here's a link. So I hadn't
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Okay, so it had been sent. But okay, so that so I will apologize. Maybe I didn't check
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the upgrade account quickly enough.
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But big news, though. Big news.
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This is very important news for the show. I would like to congratulate the marketing
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department at Apple TV+ for an ad that they have produced called "Everyone but Jon Hamm"
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which there will be a link in the show notes. If you have not watched this ad, treat yourself
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for a one minute and eight second ad that I have so many questions about and I adore
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it. Basically the conceit of the ad, Jon Hamm sitting in an incredible apartment somewhere
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in LA and he is just complaining about the fact that Apple TV+ has so much content but
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none of it is including him. And he's looking through and he's saying "Ted Lasso? I could
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have been in that." And he's complaining about all of the different things, he's leaving
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voicemails for Tom Hanks saying "How many movies have you got on there?" It is a really
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really good ad and I'm I'm really I have like a bunch of questions about it right like one
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why John Hamm people to why did John Hamm do this ad like it's it's excellent it's very
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funny John Hamm by the way very funny people only really know him as what people mostly
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know him for being Don Draper and madman but he's also a very good comedic actor too. He
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He was in 30 Rock. He's been in a bunch of comedy things. He is a very funny comic actor
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and people don't give him enough credit because he's Mr. Handsome and he was in Mad Men. But
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he is actually really a funny guy. Canadians will know that he is in a commercial ad campaign
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that had a very similar tone to this. I actually wonder if that was the inspiration here for
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a delivery service called Skip the Dishes. And my Canadian friends send me the YouTube
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blinks to those ads and they're very funny. He's really good at those ads. So I think
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the reason he did this is because they paid him, but also the reason they wanted him is
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because he is somebody people know and he doesn't take himself too seriously and is
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happy to poke fun at his own self-image in ads. And then in the back of my head I'm also
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thinking do they have to get this ad out now because they're about to announce the Jon
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Hamm project that they've bought?
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- Surely, right?
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Like surely they must have said to him,
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"Hey John, if you do this, we will put you in something."
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Right, like that feels like it's got to be
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the eventual end to this.
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Like what I hope, genuine, is this is a campaign
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and then it ends with finally the John Hamm show.
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- Now we're announcing the John Hamm show.
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Yeah, Zach pointed out Unbreakable Kimmy Schmidt,
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he's in that too. - Excellent in that.
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- He's the cult leader in that.
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No, he is a very funny,
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and his Saturday Night Live appearance is not,
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He's a very funny actor who a lot of people only know
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for being Don Draper, but this is, yeah,
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it's a great ad.
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It is a legitimately great ad.
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I saw a lot of people, you know,
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people have opinions about Apple ads.
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We haven't talked about those ads that they've done
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for the Apple Watch that have been running
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during football games, especially here in the US that are--
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- Oh, the ones that say you're going to die
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unless you have an Apple Watch.
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- Yeah, all these people would have died,
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but they had their Apple Watch,
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which I actually think are incredibly effective ads,
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and we can debate whether they should exist,
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but I think they're very effective.
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- Oh, they exist for the reason that I find them weird,
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like is what reason they should also exist?
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'Cause they make me uncomfortable, right?
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- So this is just everybody looked at it and said,
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this is a hilarious ad.
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And I saw somebody I follow on Twitter
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who mostly doesn't write about tech.
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They write about TV and entertainment who said,
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ah, this Apple company,
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it's like they're pretty good at marketing their products.
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Yeah, actually they are, but it's a good ad, very good ad.
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- Yeah, I really love it, and I hope that they do something.
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Jon Hamm is awesome.
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My favorite thing about most of Jon Hamm's
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comedic appearances is they are unexpected or surprising.
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Because he pops up, right?
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Like he just pops up and stuff.
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You're like, "Whoa, what's Jon Hamm doing here?"
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- Why is Jon Hamm here?
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My favorite moment in the ad, by the way,
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is that he says, "Hey, Tom Hanks, I saw Finch.
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"That was really great."
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And you have this other one too, right?
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The, like, Greyhound or whatever.
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And I thought that was really the way it was phrased
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because we know, like,
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Greyhound was gonna be in a theater
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and then the pandemic happened and Apple bought it
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and they put it on Apple TV+.
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I think Finch was a much earlier purchase by Apple
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and is more of an Apple original than Greyhound was.
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But I liked, I thought that was a very funny
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little realistic detail where he's like,
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"Oh yeah, and you were in that other one too."
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And like only people who do upstream would really get that.
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But I appreciate it.
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I thought that was pretty funny.
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- My favorite part is when I don't know much
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about Swan Song, which is what is,
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that stars Mahershala Ali, right?
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- Yeah, apparently two of him.
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- That's what I like.
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They got two of him, I could have done one of those.
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It's just so good.
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It's really good.
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It's a really excellent ad.
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Next week is we're gonna be talking about Apple's Q1 results.
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That's coming out on Thursday, 27th.
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- Yeah, you thought this episode was packed and it is,
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but next week's episode is gonna be packed too.
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Yeah, the Apple results are Thursday, the 27th.
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So we'll have a conversation about that here on Monday.
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We're gonna do the usual six colors coverage
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and maybe some extra stuff.
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I'm toying with the idea of doing a little live stream,
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doing a little live stream, a little video live stream after the call where Dan and I
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will break it down and show some charts and do all that stuff.
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So people should stay locked to six colors for your great coverage and then we'll break
00:14:53
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Continue being locked to it, yes.
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We'll break it down on Monday.
00:14:56
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This episode of Upgrade is brought to you by Capital One.
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up and running doesn't happen by accident. Anomaly detection and incident response help
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determine why app outages are happening so engineers can quickly remedy them.
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with virtual card numbers smoother and more secure. This technology is based on logistic
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regression models and running inference in the browser. It identifies payment fields
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which helps make using virtual card numbers easier and faster.
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The potential of machine learning is so big. See how Capital One is using machine learning
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to create the future of banking. Search "machine learning" at Capital One. Our thanks to Capital
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00:16:15
◼
►
Rumour round up Jason!
00:16:17
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Coming in from Mark Gurman. Apple has lost another key member of its self driving car
00:16:23
◼
►
project. Joe Bass who was the head of software engineering for the project. They left to
00:16:30
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join Meta, with Bass's departure, nearly the entire Apple car management team in place
00:16:38
◼
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just one year ago is gone. Dave Scott, Jamie Wadeau, Dave Rosenthal and Benjamin Lyon all
00:16:44
◼
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left in early 2021. Doug Field, who ran the car team, headed for the exits in September.
00:16:50
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Michael Szweszczuk, who was in charge of hardware for Apple's project, soon followed. Then
00:16:58
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top engineers bolted. Bass had reported to field before moving under Kevin Lynch, the
00:17:09
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new head of Apple's car team. Now, Mark Gilman's, the way he writes for his newsletter is much
00:17:14
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more fun for me than, but so this is interesting. You've put a good note in here. Do you want
00:17:20
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to ask this question?
00:17:21
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- Yeah, I wonder if this is a sign
00:17:26
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that things are getting real
00:17:30
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or a sign that things are not going well.
00:17:32
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And I actually can't decide
00:17:34
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because I can see both of these scenarios, right?
00:17:37
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Where they assign Kevin Lynch to do this.
00:17:41
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And we kind of assumed that this is that moment
00:17:43
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where I think Tim Cook is saying to Kevin Lynch,
00:17:46
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"All right, you gotta find out if there's a product here
00:17:48
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and we gotta move it toward it existing.
00:17:51
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Otherwise, why are we doing this?
00:17:52
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Right, like let's get real with this thing
00:17:55
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and either and stop messing around basically.
00:17:58
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Let's stop messing around and let's do this.
00:18:00
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And I can see a bunch of people
00:18:03
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who've been working on this project
00:18:04
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that has sort of been, they've been toiling
00:18:06
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and it's just sort of been this theoretical thing.
00:18:09
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I could see somebody coming in from another part of Apple
00:18:12
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who wants to ship a product
00:18:14
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being something that they don't like.
00:18:16
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And the cynical way for me to view it is
00:18:17
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that it's a bunch of people who really kind of like
00:18:20
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being paid a lot of money to tinker around with stuff,
00:18:24
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but not ship a final product,
00:18:25
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might leap to somewhere else
00:18:29
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that is also going to allow them to tinker around.
00:18:31
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Like that's a pretty good gig, right?
00:18:33
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That you never actually have to ship,
00:18:35
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you just kind of get paid a lot of money
00:18:36
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to do some development work and then go somewhere else.
00:18:41
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So I could definitely imagine a scenario,
00:18:43
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and I'm not saying this is definitely what happened,
00:18:45
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but I can imagine a scenario where Kevin Lynch comes in
00:18:47
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and says, "Okay, what are we doing?
00:18:48
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we're gonna drop this, we're gonna do this,
00:18:50
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we're gonna get this thing out the door.
00:18:52
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And the people who were managing it are like,
00:18:54
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yeah, I'm out of here,
00:18:55
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and I'm gonna take some of my people with us,
00:18:57
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and we're gonna go over to Meadow where they're gonna pay us
00:18:59
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and they're not gonna maybe require the level of results
00:19:03
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that we're suddenly being asked here.
00:19:04
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- Or the approach changed.
00:19:07
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- Yeah, well, for sure. - You know, like,
00:19:08
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that Kevin Lynch comes in and he's like,
00:19:10
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no, I wanna do it this way.
00:19:11
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And they're like, no, I don't wanna do it that way,
00:19:12
◼
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so I'm going. - I think those go together,
00:19:14
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because I think that if Kevin Lynch is coming in,
00:19:16
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My guess again, my read would be he's coming in
00:19:20
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because Tim wants this project to get real.
00:19:23
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And I'm sure people didn't appreciate that.
00:19:25
◼
►
That is a new approach, right?
00:19:27
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Regardless of whether they thought they were real or not,
00:19:32
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they were kind of confronted with like,
00:19:33
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no, we're gonna do it this way
00:19:34
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and they may not like that.
00:19:36
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I think it is also potentially a sign
00:19:37
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that things aren't going well.
00:19:38
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And it's a flip side of that same story,
00:19:40
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which is Kevin Lynch comes in and says, we wanna do this.
00:19:43
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And everybody's like, are you kidding?
00:19:45
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►
and they're out of there.
00:19:46
◼
►
So I can't, based on all of this limited information,
00:19:51
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►
I can't decide whether this is that moment
00:19:55
◼
►
where it's like, ah, yes, this is the inevitable shakeup
00:19:59
◼
►
because they're getting serious
00:20:01
◼
►
and they're gonna ship a product
00:20:03
◼
►
or whether it's the proof
00:20:05
◼
►
that they are never gonna ship a product.
00:20:08
◼
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It could be either one.
00:20:10
◼
►
- I don't know.
00:20:12
◼
►
- I do think Tim Cook wants it to be real.
00:20:13
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- Yes, I mean, I think they do.
00:20:14
◼
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- Yeah, and whether this is, I think maybe, you know,
00:20:17
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►
who knows whether Kevin Lynch has gone in there
00:20:19
◼
►
and said this needs to be real and has discovered
00:20:22
◼
►
we are going to make it real or has discovered,
00:20:24
◼
►
oh, it is not real.
00:20:25
◼
►
But like, I could totally see after all of this time
00:20:28
◼
►
and all this money and all of these people,
00:20:29
◼
►
Tim Cook taking Kevin Lynch,
00:20:31
◼
►
who basically got the Apple Watch across the finish line
00:20:35
◼
►
and said, "Kevin, you need to get this thing
00:20:37
◼
►
across the finish line."
00:20:38
◼
►
I think that's almost certainly what's going on.
00:20:42
◼
►
Like I really based on the tea leaves here,
00:20:44
◼
►
I would think that.
00:20:45
◼
►
I just don't know whether the result is, oh, Tim, mm-mm.
00:20:50
◼
►
Or no, it's not gonna happen.
00:20:52
◼
►
Or whether it's like, yeah, we'll make it happen.
00:20:54
◼
►
- I wouldn't be willing to put money on this,
00:20:56
◼
►
but I don't think this product's ever real.
00:20:58
◼
►
- Yeah, I, if I-
00:21:02
◼
►
- I think there's too many problems inherent
00:21:04
◼
►
with creating a self-driving car
00:21:05
◼
►
that Apple would not be willing to approach
00:21:09
◼
►
with push, come to shove.
00:21:11
◼
►
I think you're probably right.
00:21:13
◼
►
I think that the most likely scenario is going to be
00:21:16
◼
►
that Apple takes its tech that it builds
00:21:20
◼
►
as a part of this project
00:21:22
◼
►
and tries to turn it into something else,
00:21:27
◼
►
maybe by finding a partner, maybe by selling it off.
00:21:32
◼
►
But yeah, I wouldn't say that it's more likely than not
00:21:36
◼
►
that there's an Apple-powered car out there in five years.
00:21:40
◼
►
- Yeah, I don't even mean just like the issues
00:21:43
◼
►
of building a car.
00:21:44
◼
►
I'm not saying you're saying this,
00:21:46
◼
►
but I mean like even if they partnered with BMW
00:21:49
◼
►
and said like Apple's the brains behind this software,
00:21:52
◼
►
I just can't imagine it.
00:21:54
◼
►
There's so many problems that are tied to this.
00:21:56
◼
►
- I didn't detail my scenario as much as I would
00:22:01
◼
►
or could have because what I would then say is,
00:22:04
◼
►
and then even if they do something like that,
00:22:06
◼
►
it's entirely possible that it goes nowhere
00:22:09
◼
►
or isn't very good because it's been boiled down
00:22:12
◼
►
to just like this last little part.
00:22:14
◼
►
And it's sort of nothing
00:22:16
◼
►
or somebody makes a deal with Apple 'cause it's Apple,
00:22:18
◼
►
but it turns out that it amounts to nothing.
00:22:20
◼
►
I mean, there are lots of ways that could go.
00:22:22
◼
►
I'm not saying they couldn't do it.
00:22:24
◼
►
I'm just saying that it's really hard.
00:22:27
◼
►
My product line about this has always been,
00:22:32
◼
►
Apple looks at the future,
00:22:34
◼
►
sees that the future of automotive
00:22:36
◼
►
includes things Apple is good at.
00:22:39
◼
►
and thinks, why not us and puts money into it,
00:22:42
◼
►
to investigate it.
00:22:44
◼
►
Even after all of that money, all of that sunk cost,
00:22:47
◼
►
it's not bad to say, oh, we learned why it's not us.
00:22:52
◼
►
Right? It's not bad to say that.
00:22:54
◼
►
But I also understand- - They should investigate
00:22:56
◼
►
every area. - Sure.
00:22:58
◼
►
But also they miss their time, right?
00:23:00
◼
►
I mean, like their time would have been to either buy Tesla
00:23:03
◼
►
or to do a Tesla-like or Rivian-like product
00:23:06
◼
►
back at an earlier point,
00:23:09
◼
►
because now all the major auto manufacturers are on board
00:23:13
◼
►
and it's actually gonna be a lot harder
00:23:14
◼
►
to enter this market.
00:23:16
◼
►
And if they're really thinking that they're gonna just
00:23:19
◼
►
develop autonomous golf carts for college campuses
00:23:22
◼
►
or something like that, that's not much of an Apple project.
00:23:24
◼
►
I don't know why they would even do that.
00:23:26
◼
►
So I don't know, they may have missed their moment.
00:23:29
◼
►
I think when all is said and done,
00:23:31
◼
►
if this amounts to nothing,
00:23:32
◼
►
I think they absolutely should have done it.
00:23:35
◼
►
They should have taken their shot
00:23:36
◼
►
because I think it is true that there are a lot of things
00:23:39
◼
►
that Apple does very well that might translate
00:23:41
◼
►
to the future of automotive, but for whatever reason,
00:23:44
◼
►
it just doesn't seem to have panned out.
00:23:47
◼
►
I'm not sure it's gonna pan out for Google either,
00:23:49
◼
►
to be fair. - No.
00:23:50
◼
►
- I mean, yeah, right?
00:23:51
◼
►
- Well, maybe.
00:23:52
◼
►
So, going back to what you were just saying,
00:23:54
◼
►
I think the thing you've hit on really nicely there is,
00:23:57
◼
►
it also, I think, couples with Mark Gurman's other reporting
00:24:00
◼
►
that we were talking about a few weeks ago
00:24:02
◼
►
of Apple wants to leapfrog everyone
00:24:05
◼
►
and make this incredible car
00:24:06
◼
►
that doesn't even need a steering wheel.
00:24:08
◼
►
which we know is just unrealistic for so many reasons,
00:24:12
◼
►
if that is the case.
00:24:13
◼
►
However, I can see that that's what they're going for
00:24:16
◼
►
because Apple's whole thing is we've made something
00:24:18
◼
►
that's so much better than everyone else, right?
00:24:20
◼
►
And the only thing that can be better
00:24:22
◼
►
than all of these car companies making really great
00:24:25
◼
►
electric cars which do a bunch of interesting
00:24:28
◼
►
but not completely full self-driving stuff
00:24:30
◼
►
is to go to that level.
00:24:32
◼
►
Now if they would have started this years ago,
00:24:34
◼
►
they could have produced something that's like,
00:24:37
◼
►
what people think about Tesla,
00:24:40
◼
►
and that would have been all they needed to do.
00:24:42
◼
►
And it would have leapfrogged what everyone else is doing,
00:24:45
◼
►
but they're too late.
00:24:46
◼
►
So if they needed to do that now,
00:24:48
◼
►
the level they have to go to is so far.
00:24:50
◼
►
And so what I was going to say about Google is,
00:24:52
◼
►
Google doesn't have the reputation of doing that,
00:24:56
◼
►
so they could settle in the middle.
00:24:58
◼
►
I don't think Apple would.
00:25:00
◼
►
And I think what they would have to do
00:25:03
◼
►
to be so far ahead of everyone else
00:25:06
◼
►
is honestly, I think might need
00:25:10
◼
►
two large scale infrastructure changes
00:25:13
◼
►
that any modern society could actually handle.
00:25:16
◼
►
I don't know. - Right.
00:25:17
◼
►
Yeah, well, I think you make a very good point,
00:25:20
◼
►
which is to differentiate themselves at this point,
00:25:25
◼
►
they kind of have to do a moonshot.
00:25:27
◼
►
And that's probably where that whole
00:25:29
◼
►
we're not gonna have a steering wheel thing comes from
00:25:32
◼
►
is almost like a pep talk to the people who work on it
00:25:35
◼
►
that like this is our opportunity is in a, you know,
00:25:39
◼
►
we can't just come out with a Tesla, right?
00:25:43
◼
►
Because there already is one.
00:25:44
◼
►
And now there are all the big automakers are doing it too.
00:25:47
◼
►
So what can Apple add that will make this product
00:25:50
◼
►
a product that's better than any other product
00:25:52
◼
►
that's in existence in this category?
00:25:54
◼
►
And you start perhaps to come down to,
00:25:57
◼
►
well, we've got the Silicon and we've got the sensor data
00:26:00
◼
►
and we can build something that, you know,
00:26:03
◼
►
way better than those amateurs over at Tesla
00:26:05
◼
►
who've been trying this for years
00:26:06
◼
►
and still haven't gotten it right.
00:26:07
◼
►
It's like, okay, all right, Apple, Apple, all right.
00:26:11
◼
►
But the problem with that is it may be impossible
00:26:15
◼
►
or nearly impossible, or it may be something
00:26:17
◼
►
that Kevin Lynch goes in there and goes,
00:26:19
◼
►
"Yeah, we could do this in 20 years."
00:26:22
◼
►
- In one city.
00:26:25
◼
►
- Right, yeah, sure.
00:26:28
◼
►
- This is just, I think that this is a really,
00:26:31
◼
►
really complicated problem that we're a long time away from having a solution to.
00:26:35
◼
►
Like a long time away. And so I'm, and I honestly, I think the only way to get that solution
00:26:42
◼
►
is a Tesla-like approach, which is building it as the cars are, you know, like cars are driving
00:26:49
◼
►
around. And that information is being poured back in. And then we're trying to use that
00:26:54
◼
►
to map it all out. Like, I don't know if you can just be like, bang, we did it. Here you go.
00:26:59
◼
►
Like I don't, I just can't foresee how that's a possibility. It seems too complicated.
00:27:03
◼
►
It is, it is hard to, to imagine it. I will, I'm never gonna say never because the fact is if you
00:27:09
◼
►
had told me some number of years ago that Apple would have that Jon Hamm ad listing all those
00:27:14
◼
►
people and that Apple, Apple won an Emmy. I think that's a less hard problem, but sure.
00:27:20
◼
►
No, but like this is what I'm saying is, not that it's an easier problem to solve,
00:27:24
◼
►
but that our conception of Apple,
00:27:28
◼
►
Apple is so huge and has so much money
00:27:29
◼
►
that I think you make a mistake if you say,
00:27:31
◼
►
"Oh, Apple will never do that because..."
00:27:33
◼
►
And I see people write this stuff all the time
00:27:36
◼
►
where it's like, "Oh, Apple will never do that because..."
00:27:38
◼
►
And it's always because I have such a limited view
00:27:41
◼
►
of what Apple is, and I don't think
00:27:43
◼
►
there'll ever be anything other than that.
00:27:45
◼
►
And Apple has changed what it is so many times now
00:27:47
◼
►
that I don't wanna say, "Apple's never gonna sell a car
00:27:50
◼
►
'cause who can imagine Apple selling a car
00:27:52
◼
►
and who would buy an Apple car?"
00:27:54
◼
►
It's like, okay, but would that be not leaving the technical challenges alone?
00:27:59
◼
►
Would that be outlandish to imagine a future in 15 years where actually some of the highest end cars that are being sold that are popular in parts of the United States are Apple cars?
00:28:11
◼
►
Like that seems bizarre.
00:28:13
◼
►
And yet is that any more bizarre than some of the other moves Apple has made?
00:28:17
◼
►
I don't think so.
00:28:18
◼
►
I think the challenge is what you said, which is can Apple be so far ahead that they can enter and blow people away?
00:28:27
◼
►
And what they may need to accomplish to get to that level may not be possible,
00:28:33
◼
►
given the state of roads and road technology and all of those other things.
00:28:38
◼
►
So Apple making a car? I can imagine.
00:28:41
◼
►
Apple making a full self-driving fully autonomous car straight out of the gate?
00:28:47
◼
►
No, I can't imagine that.
00:28:48
◼
►
- Let's just say it.
00:28:49
◼
►
I think Apple could make a Tesla essentially, right?
00:28:54
◼
►
I think Apple could make a car
00:28:57
◼
►
like following the Tesla model,
00:28:59
◼
►
they could make a more expensive, but super high tech car.
00:29:03
◼
►
It would have their sensor technology
00:29:05
◼
►
and their Silicon in it.
00:29:06
◼
►
There's nobody, is there anybody out there
00:29:11
◼
►
who owns a Tesla who says,
00:29:12
◼
►
you know what Tesla's really good at is
00:29:14
◼
►
software and user interface, right?
00:29:16
◼
►
Like they release new software betas
00:29:20
◼
►
and people complain about them and their UI is weird.
00:29:22
◼
►
And when I drove a Tesla Model 3 last year for a week,
00:29:26
◼
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you know, it doesn't even have text size controls
00:29:29
◼
►
for people who are nearsighted.
00:29:33
◼
►
Like it's so, like they're not,
00:29:35
◼
►
there are lots of things Tesla's bad at
00:29:37
◼
►
that Apple is good at.
00:29:37
◼
►
So like, do I think Apple could in five years
00:29:40
◼
►
make a car that was basically kind of like a Tesla,
00:29:43
◼
►
but had Apple's OS and silicon and software
00:29:47
◼
►
and a few differentiating features?
00:29:49
◼
►
I think they could.
00:29:50
◼
►
The question is, is that what they wanna do?
00:29:53
◼
►
Is that what they want their approach to be?
00:29:56
◼
►
Is we're really just kind of making something
00:29:58
◼
►
that's kind of like a Tesla,
00:30:00
◼
►
but it has the Apple logo on it instead of the Tesla logo.
00:30:02
◼
►
And if that's what they wanna do, I think they can do it.
00:30:05
◼
►
I'm not sure.
00:30:07
◼
►
I mean, and do you think Tim Cook
00:30:09
◼
►
and all his operations people are like,
00:30:10
◼
►
"Oh, we could figure out car factories."
00:30:12
◼
►
and then they'll find out that they can't.
00:30:14
◼
►
But right, like I think they could totally do it.
00:30:16
◼
►
I just, is that what Apple wants to do?
00:30:19
◼
►
Is that a product that is, that clears the bar for Apple?
00:30:23
◼
►
And maybe it does, but it seems to me
00:30:26
◼
►
that they wanna really make their mark
00:30:28
◼
►
and not make a product that's kind of like me too,
00:30:30
◼
►
but a little nicer.
00:30:31
◼
►
But maybe, maybe that'll be their approach.
00:30:33
◼
►
They've done that in the past.
00:30:34
◼
►
- The factories, I'm actually pretty confident
00:30:36
◼
►
they could do it because I don't know how much harder
00:30:39
◼
►
it is to manufacture however many millions of cars
00:30:42
◼
►
versus hundreds of millions of iPhones.
00:30:44
◼
►
Like I feel like, you know.
00:30:45
◼
►
- But you have to have a partner.
00:30:46
◼
►
You do have to have a manufacturing partner.
00:30:48
◼
►
- But they, you know, they have,
00:30:50
◼
►
I'm sure that Foxconn could help them do it, you know.
00:30:54
◼
►
- They could absolutely do it.
00:30:55
◼
►
I agree with you.
00:30:56
◼
►
I think in five years they could do it, for sure.
00:30:59
◼
►
- One of the first things that I was like,
00:31:01
◼
►
no way would they do it, this is how would you sell them?
00:31:03
◼
►
But Tesla don't have showrooms.
00:31:05
◼
►
You just buy them online, right?
00:31:07
◼
►
Like, I mean, you can go and like,
00:31:09
◼
►
and they could set that up, right?
00:31:10
◼
►
Like, you know, you see that the Tesla place is in the mall.
00:31:12
◼
►
They could do that.
00:31:14
◼
►
- 'Cause that's not like how I've always thought of it.
00:31:15
◼
►
- They have a place in the mall.
00:31:17
◼
►
- They already have it.
00:31:18
◼
►
- Yeah, and then they just rent out
00:31:20
◼
►
some car parking spaces downstairs
00:31:21
◼
►
so people could do test drives if they really wanted to.
00:31:23
◼
►
But when I first heard about that,
00:31:25
◼
►
I was like, oh no, Apple are not gonna have dealerships.
00:31:28
◼
►
But they could do what Tesla has done,
00:31:31
◼
►
which is a surprise the way that they've ended up doing it.
00:31:34
◼
►
So yeah, it's an interesting way
00:31:37
◼
►
that Tesla has done it,
00:31:41
◼
►
that Apple could crib if they wanted to.
00:31:42
◼
►
but I just think that the reasons now is just,
00:31:44
◼
►
I'm not sure that they could differentiate the way
00:31:46
◼
►
that they would probably want to.
00:31:47
◼
►
- So here's my counter argument,
00:31:48
◼
►
'cause I like this way of thinking
00:31:50
◼
►
that Apple wants to come in and be the best.
00:31:52
◼
►
And I think that's what's happening with the AR stuff
00:31:55
◼
►
or NVR stuff, is that Apple's gonna come in with a product
00:31:58
◼
►
whenever they do it, later this year maybe,
00:32:01
◼
►
and they're gonna say, "Well, we've got the best
00:32:02
◼
►
'cause we've got the best screens
00:32:03
◼
►
and we've got the best silicon
00:32:04
◼
►
and it's gonna be the best this metric
00:32:06
◼
►
that you've never heard of."
00:32:07
◼
►
And like, there's all this stuff going on
00:32:11
◼
►
that makes it like we're taking it to the next level.
00:32:15
◼
►
Like, what do you do in a car?
00:32:17
◼
►
Can you do that?
00:32:17
◼
►
Is it full self-driving?
00:32:20
◼
►
But let me just say, Apple has another history here,
00:32:24
◼
►
which is the history of picking the right moment
00:32:27
◼
►
and coming into a market where everybody's like,
00:32:31
◼
►
"Look, we already did that."
00:32:33
◼
►
And then Apple comes in with something and says,
00:32:34
◼
►
"Yeah, but we waited until the moment
00:32:36
◼
►
"where it could be just good enough
00:32:38
◼
►
that this is the moment when people are really going to start buying it. And if you believe
00:32:44
◼
►
that electric car sales are even now, they're ticking up, but there's still a small percentage
00:32:50
◼
►
of the market. But there's some thought that maybe 2018 or 2019 was peak internal combustion
00:32:54
◼
►
engine sales, and it's all downhill for ICE for now, and it's all uphill for electric
00:33:00
◼
►
cars, which is great because they're great uphill. If you ever drew one up a hill, it's
00:33:06
◼
►
It's a good time.
00:33:07
◼
►
So you could argue that.
00:33:09
◼
►
You could argue that now is actually the time,
00:33:10
◼
►
just like when Apple did a music player
00:33:13
◼
►
and there were already music players,
00:33:14
◼
►
but the iPod came out and they're like,
00:33:15
◼
►
"Oh yeah, I know there were already music players,
00:33:18
◼
►
but this is better."
00:33:19
◼
►
Or when they did support a Bluetooth,
00:33:21
◼
►
Bluetooth had been out a while and people were like,
00:33:23
◼
►
"Why won't Apple support Bluetooth?"
00:33:24
◼
►
But Apple waited and waited for its moment
00:33:26
◼
►
and then it put Bluetooth everywhere
00:33:28
◼
►
and people were like, "Yeah."
00:33:29
◼
►
None of these are perfectly analogous,
00:33:30
◼
►
but like Apple, one other aspect of Apple personality,
00:33:34
◼
►
if a company can have a personality,
00:33:35
◼
►
is the kind of like picking your spot
00:33:37
◼
►
and picking the sweet spot.
00:33:38
◼
►
And while I think Project Titan, this car project,
00:33:41
◼
►
has probably missed the sweetest spot
00:33:43
◼
►
because they seem to have been delayed a bunch of times,
00:33:47
◼
►
I could make the argument that even if
00:33:49
◼
►
what they can't offer is Tesla claims,
00:33:54
◼
►
the full self-driving,
00:33:55
◼
►
which Tesla can't offer either, by the way,
00:33:57
◼
►
it's interesting stuff, but it's really not quite all there.
00:34:01
◼
►
If Apple came out and said, "Well, we can do better.
00:34:03
◼
►
Like our thing does more and better than what Tesla
00:34:07
◼
►
or anybody else offers in terms of driver assist,
00:34:10
◼
►
plus all of these other things.
00:34:11
◼
►
- Full of self-driving.
00:34:13
◼
►
- Yeah, yeah, fullest.
00:34:14
◼
►
It's the fullest self-driving with a big asterisk there.
00:34:18
◼
►
Anyway, I think you could make the argument
00:34:20
◼
►
that that is an Apple-like approach,
00:34:23
◼
►
where Apple is like, yeah, yeah, yeah, Tesla, sure,
00:34:26
◼
►
but Apple, right?
00:34:29
◼
►
And whether they are confident that they can have a product,
00:34:33
◼
►
they won't do is enter with a product that is a me too product that is lesser, right?
00:34:37
◼
►
They're never going to do that. They need to be able to have something to say, we could
00:34:40
◼
►
do this better. But they could lower the bar to being like better than Tesla instead of
00:34:46
◼
►
it being, we don't have a steering wheel. That's a higher bar.
00:34:52
◼
►
Turns out this wasn't the rumor round up at all. It was a upshift.
00:34:54
◼
►
Yeah, it's upshift.
00:34:56
◼
►
This episode is brought to you by Memberfall. They are very good friends over at Memberfall.
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We've been working with them for so many years and then when we were getting ready to reboot
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for their support of this show and Relay FM. Now we'll do the rumor roundup.
00:37:16
◼
►
Yeah, well, I mean, it's thank you for Mark Gurman for making us deeply consider
00:37:21
◼
►
Apple Car again. Like, it's just it just emerges. Well, we'll go back to Mark. Apple is preparing
00:37:30
◼
►
for their widest array of new hardware products in its history this fall. Gurman expects this to
00:37:37
◼
►
consist of four new iPhones, a low-end MacBook Pro, updated iMac, Mac Pro, MacBook Air, AirPods Pro,
00:37:45
◼
►
three Apple Watch models, a new base level iPad
00:37:48
◼
►
and new iPad Pros.
00:37:51
◼
►
Mark says, "Given the more significant changes
00:37:53
◼
►
in the pipeline for this year,
00:37:55
◼
►
I'd expect the new iPad Pro to come later than the spring."
00:37:59
◼
►
So this is the overall lineup that Mark is expecting.
00:38:03
◼
►
- Yeah, I don't know what to think of this
00:38:06
◼
►
because it feels like
00:38:09
◼
►
there should be more
00:38:14
◼
►
in the spring and less in the fall.
00:38:17
◼
►
And I don't know whether I'm skeptical,
00:38:20
◼
►
here's the problem.
00:38:21
◼
►
I don't know whether I'm skeptical
00:38:22
◼
►
that there's gonna be so many products held till the fall
00:38:26
◼
►
or whether I'm skeptical that all the products will,
00:38:29
◼
►
like you have to accept the idea like,
00:38:30
◼
►
oh, well, products are gonna be delayed till the fall,
00:38:33
◼
►
but the products in the fall aren't gonna be delayed
00:38:35
◼
►
until next year.
00:38:36
◼
►
And I wonder about that too.
00:38:37
◼
►
Like, well, if you're pushing all those products
00:38:38
◼
►
to the fall, are they really gonna ship then?
00:38:40
◼
►
Or are some of them gonna get pushed even further back
00:38:43
◼
►
so that late this year becomes next year,
00:38:45
◼
►
as is so often the way.
00:38:47
◼
►
I don't know.
00:38:48
◼
►
Also, am I alone or did you feel this too?
00:38:50
◼
►
You saw this report and saw how much stuff
00:38:52
◼
►
he thinks is gonna come out in the fall
00:38:53
◼
►
and just have that twinge of like, oh God.
00:38:56
◼
►
- It made me feel really upset though.
00:38:58
◼
►
- My fall, my fall, it's gone now.
00:39:00
◼
►
- Well, there's two things for me.
00:39:02
◼
►
One is that that's not one event, right?
00:39:04
◼
►
This isn't just one event.
00:39:06
◼
►
- No, it's three. - There's lots of events.
00:39:07
◼
►
- Are you getting it yet?
00:39:07
◼
►
We're doing three events this fall.
00:39:09
◼
►
Are you getting it? - And also,
00:39:10
◼
►
I prefer it when they spread things out
00:39:12
◼
►
more throughout the year because that's more stuff to talk about throughout the year right
00:39:16
◼
►
rather than between September and November there's six product lines to talk about that's
00:39:20
◼
►
too much stuff. Mark Gilman does still expect a spring event to feature an iPhone SE, iPad
00:39:26
◼
►
Air and a new Mac either a Mac mini or iMac featuring the M1 Pro. I would just say this
00:39:34
◼
►
is in my opinion too much stuff for one three month period. It just feels like it's too
00:39:39
◼
►
much. It's just, just logistically, realistically, like, this feels like too much stuff, maybe
00:39:47
◼
►
more than they need, but I couldn't tell you what you would kick down the road.
00:39:51
◼
►
Okay, so, SE Air and a new Mac with an M1 Pro is a modest event, but I could see it.
00:40:02
◼
►
I feel like, I mean, there is that one report that says, um, that they put a lot of iPads
00:40:08
◼
►
through regulatory approval somewhere, and it may be a different signal, but Mark sort
00:40:15
◼
►
of says, "Meh, but it probably is going to be the fall."
00:40:19
◼
►
Reading this, though, the thing that really jumps out at me is we've kind of been expecting
00:40:23
◼
►
that there will be new iPad Pros with the M2, along with a MacBook Air with the M2,
00:40:30
◼
►
that the M2 generation is going to hit, and they'll still be doing M1 high-end models,
00:40:35
◼
►
but they'll also kind of push out an M2
00:40:37
◼
►
that's based on the A15.
00:40:38
◼
►
Okay, but he's got that slated for fall.
00:40:42
◼
►
And I do wonder if, is that,
00:40:45
◼
►
and you gotta read between the lines here,
00:40:47
◼
►
is this Mark having his sources at Apple basically say,
00:40:51
◼
►
"Yeah, none of that stuff is gonna ship when we want.
00:40:54
◼
►
It's all gonna be later.
00:40:55
◼
►
Just clear out the summer."
00:40:57
◼
►
I mean, they are sort of saying that Apple's gonna,
00:40:59
◼
►
other than, you know, WWDC, like OS announcements,
00:41:02
◼
►
Apple's gonna do very little
00:41:05
◼
►
other than a spring event until September.
00:41:08
◼
►
And then they're gonna unleash this.
00:41:11
◼
►
They're gonna open a portal to a dimension full of products
00:41:14
◼
►
and just, "Bwah, there they are all, oh no!"
00:41:18
◼
►
Right, like, I guess they could do it this way.
00:41:21
◼
►
I mean, and he has a whole thing about how they're like,
00:41:24
◼
►
they're seasonal and a holiday quarter and all that.
00:41:26
◼
►
And it's like, that's true,
00:41:27
◼
►
but they don't usually do it quite to this extreme.
00:41:32
◼
►
And so that's why I keep thinking,
00:41:34
◼
►
is this really about products that they wanted to come out
00:41:37
◼
►
in the spring or the summer
00:41:38
◼
►
that they just can't ship them in time,
00:41:40
◼
►
or they decided it's not worth it
00:41:41
◼
►
'cause they've got to prioritize using those parts
00:41:43
◼
►
on the stuff that they're already shipping
00:41:45
◼
►
so that they can fulfill those orders.
00:41:47
◼
►
And right, because it's not just,
00:41:49
◼
►
do we wanna release a MacBook Air?
00:41:51
◼
►
It's do we wanna create demand for a new MacBook Air
00:41:53
◼
►
when we're having trouble shipping our MacBook Pros
00:41:56
◼
►
or our iPads?
00:41:57
◼
►
That's the trick.
00:41:58
◼
►
- Because looking at this list,
00:41:59
◼
►
stuff like the MacBook Air, the AirPods Pro,
00:42:02
◼
►
new iPad and new iPad Pros,
00:42:04
◼
►
doesn't make any specific sense to release those
00:42:06
◼
►
in September.
00:42:07
◼
►
- I've also said, because I want that iMac
00:42:10
◼
►
and I don't want to wait till fall,
00:42:11
◼
►
but now I'm really fearing that the big iMac
00:42:13
◼
►
is going to be in October.
00:42:15
◼
►
- Well, that could be what Mark's saying is spring though.
00:42:17
◼
►
He's not sure.
00:42:19
◼
►
That update in iMac is the 24.
00:42:21
◼
►
- Yeah, this is, okay.
00:42:24
◼
►
Very specifically, he says a new iMac
00:42:26
◼
►
featuring the M1 Pro and he suggests the iMac or a new Mac, the Mac Mini or the iMac.
00:42:30
◼
►
I think this is what we've talked about, which is now that the M1 Pro and the M1
00:42:38
◼
►
Macs exist, they could go in other products.
00:42:41
◼
►
So a Mac Mini, you know, space gray, maybe Mac Mini, a new design or not new design,
00:42:50
◼
►
but basically adding, um, M1 Pro and maybe M1 Macs, but maybe it's just M1 Pro options.
00:42:55
◼
►
Makes sense, right?
00:42:57
◼
►
Like now that they've got that chip,
00:42:58
◼
►
why wouldn't you offer it in the Mac mini?
00:43:00
◼
►
And I have said on numerous occasions,
00:43:03
◼
►
now that you've got that chip,
00:43:03
◼
►
why not offer it in the 24 inch iMac, right?
00:43:05
◼
►
Like 24 inch iMac is enough size wise for a lot of people.
00:43:09
◼
►
And I'm pretty sure they would have designed it
00:43:13
◼
►
with some thermal headroom
00:43:16
◼
►
because they would have learned their lesson
00:43:18
◼
►
and they know that this design is gonna stay around
00:43:20
◼
►
for several years.
00:43:21
◼
►
Like, wouldn't it be nice if you could offer a high end 24?
00:43:24
◼
►
That's different than saying,
00:43:25
◼
►
here's our brand new big iMac.
00:43:28
◼
►
I hope that they do that in the spring,
00:43:30
◼
►
but the way I read Mark's report is more like
00:43:32
◼
►
they're just gonna kinda add those higher end chips
00:43:35
◼
►
to some existing models.
00:43:37
◼
►
- Maybe, I don't think they would put anything higher
00:43:41
◼
►
than the base chip in the iMac,
00:43:45
◼
►
like the regular iMac,
00:43:47
◼
►
in the same way that they wouldn't put it
00:43:49
◼
►
in the MacBook Air.
00:43:50
◼
►
Like I just think they could, but they wouldn't.
00:43:52
◼
►
Like I feel like it's just gonna be non-pro, non-max
00:43:55
◼
►
goes in the standard product line.
00:43:58
◼
►
- The smaller iMac has always had higher end Intel options,
00:44:03
◼
►
but not as high end as the bigger iMac.
00:44:06
◼
►
And so that would be my argument is that
00:44:08
◼
►
the 24 inch iMac maybe gets the M1
00:44:11
◼
►
and then optionally an M1 Pro,
00:44:13
◼
►
whereas the 27 inch iMac,
00:44:15
◼
►
you can get an M1 Pro or an M1 Max, right?
00:44:17
◼
►
- I just don't think you need,
00:44:19
◼
►
I mean like look, as somebody who uses an M1 iMac every,
00:44:22
◼
►
you don't need the power.
00:44:23
◼
►
Like the power that this has with just the M1 chip
00:44:26
◼
►
is more than enough, it's more powerful than my iMac Pro.
00:44:30
◼
►
- Who's buying Macs with M1 Pros and M1 Maxes in it then?
00:44:34
◼
►
- What do you mean?
00:44:35
◼
►
- Like, I mean, you don't need more power.
00:44:37
◼
►
Some people do need more power,
00:44:38
◼
►
but they don't need more screen.
00:44:39
◼
►
- Well, they'll get the iMac Pro and like it,
00:44:41
◼
►
or they'll get an M1 Pro Max Mac Mini in the monitor.
00:44:45
◼
►
- Right, but I'm just saying,
00:44:47
◼
►
I don't see why offering a top end build to order
00:44:52
◼
►
24 inch iMac configuration with an M1 Pro
00:44:56
◼
►
and some more RAM and all of that.
00:44:59
◼
►
- Okay, do you think that they would add
00:45:00
◼
►
the M1 Pro to a MacBook Air?
00:45:03
◼
►
- I don't because I think that they're gonna design
00:45:05
◼
►
the MacBook Air to differentiate it from the MacBook Pro
00:45:09
◼
►
and they're going to focus on it being an M2
00:45:13
◼
►
and not an M2 Pro or M2 Max, but the iMac is a desktop
00:45:16
◼
►
And I don't think the iMac is,
00:45:18
◼
►
I don't think the contrast between the smaller
00:45:23
◼
►
and larger iMac is the same as the contrast
00:45:25
◼
►
between a MacBook Air and a MacBook Pro.
00:45:26
◼
►
I don't, I think that the, even the small iMac,
00:45:30
◼
►
they let you build to order and crank it up,
00:45:32
◼
►
not as far as the big one on Intel,
00:45:35
◼
►
but you could do it because it's a desktop Mac.
00:45:39
◼
►
So I think that's the difference there.
00:45:40
◼
►
'Cause I don't think the Air,
00:45:41
◼
►
I suspect the Air is going the other direction
00:45:43
◼
►
where they're gonna do a new version of it
00:45:45
◼
►
that really is predicated on the low power
00:45:50
◼
►
of the M1 and M2 base model simple chip
00:45:55
◼
►
instead of what they're doing on the Pro line,
00:45:59
◼
►
'cause they wanna differentiate those two,
00:46:00
◼
►
but I'm not sure they wanna differentiate the 24
00:46:02
◼
►
from the 27 to that extreme, right?
00:46:04
◼
►
Like if you want a smaller iMac,
00:46:06
◼
►
but you want a little more power
00:46:07
◼
►
and you wanna give us more money, okay.
00:46:10
◼
►
I think they could do that.
00:46:11
◼
►
You're right, it is less likely
00:46:13
◼
►
than just throwing it in a Mac.
00:46:14
◼
►
Mini and saying, "Guess what? Mac Mini Pro is here now. Enjoy." But this is intriguing,
00:46:20
◼
►
though. It's an intriguing report in an otherwise kind of boring, like, "iPhone SE? It's boring.
00:46:27
◼
►
iPad Air update? It's nice, but it's not going to be that different, right? So it's going
00:46:31
◼
►
to be kind of boring." And then a new Mac. Like, I'm still struggling to see what the
00:46:38
◼
►
excitement is in this event, and maybe there just isn't any. And it's, we got these product
00:46:42
◼
►
updates we need to do and here it is and it's an hour on video.
00:46:46
◼
►
- Honestly, Jason, I think it's an iMac Pro. I think that's what that is the big star of
00:46:51
◼
►
that event. That's what I think the big star in the spring will be. And I'll just say like
00:46:54
◼
►
I understand where you're coming from. I think now honestly they will just, it is not a sensible
00:47:02
◼
►
decision. It is just a like a product decision. That is the way I look at it is that the iMac
00:47:08
◼
►
is the consumer device, so it gets to consumer chip.
00:47:12
◼
►
And the iMac Pro starts with M1 Pro,
00:47:16
◼
►
just because Pro, Pro, Pro, Pro.
00:47:18
◼
►
- Pro. - You know, it's like,
00:47:19
◼
►
why did they do it on the iPhone?
00:47:21
◼
►
Why did they do it on anything?
00:47:22
◼
►
Like, I think that they're just gonna draw a line in it,
00:47:24
◼
►
whether you can do it or not.
00:47:27
◼
►
Although I agree with absolutely everything you're saying,
00:47:30
◼
►
I think it makes more sense to do it that way,
00:47:32
◼
►
to have options in all of the Macs,
00:47:34
◼
►
if you can put it in there, put it in there.
00:47:37
◼
►
I just think my money would be on,
00:47:40
◼
►
they're gonna make it like a, this is a fit for,
00:47:43
◼
►
like you can't put, what do you want to put a max,
00:47:46
◼
►
like a pro chip and a yellow computer?
00:47:48
◼
►
What are you crazy?
00:47:49
◼
►
- Well, we'll see, we'll see.
00:47:52
◼
►
We still don't know whether they're going to
00:47:54
◼
►
call the high-end iMac iMac Pro,
00:47:56
◼
►
whether they're gonna call the high-end iMac
00:47:58
◼
►
all models Pro or whether they're going to have a
00:48:01
◼
►
non-Pro and a Pro version.
00:48:05
◼
►
we have our guesses, but we don't know
00:48:07
◼
►
what they're gonna do.
00:48:08
◼
►
And Mark Gurman's story suggests that updated iMac
00:48:13
◼
►
happens in the fall.
00:48:15
◼
►
I read that to be the 27 inch, but who knows?
00:48:21
◼
►
I don't know.
00:48:22
◼
►
I think there's a lot still out on the table,
00:48:26
◼
►
but what this is getting me the sense of is that
00:48:28
◼
►
according to Mark Gurman's sources,
00:48:31
◼
►
expect a light spring and then a heavy fall
00:48:36
◼
►
and nothing in between, which is interesting,
00:48:39
◼
►
but not unexpected given what's going on
00:48:42
◼
►
with the supply chain.
00:48:43
◼
►
It's not unexpected.
00:48:44
◼
►
There are gonna be these like, you know, bubbles
00:48:48
◼
►
in the pipeline where they're like, we just don't,
00:48:50
◼
►
you know, everything slid back
00:48:52
◼
►
and these things have slid back
00:48:53
◼
►
and then we're gonna get up to speed
00:48:55
◼
►
and then we're gonna blow it out in the fall.
00:48:57
◼
►
Although I also would not be surprised if we get to fall
00:49:00
◼
►
and some of this stuff becomes spring of 23
00:49:04
◼
►
and that's just how it is.
00:49:06
◼
►
- They're giving themselves as much room
00:49:08
◼
►
in the calendar as possible.
00:49:09
◼
►
- Also, what, I mean, here's another way to think of it,
00:49:12
◼
►
which is what in Apple's product line
00:49:15
◼
►
has to get replaced, right?
00:49:17
◼
►
Like, okay, the high end, the large iMac is on Intel,
00:49:22
◼
►
it needs to be replaced.
00:49:24
◼
►
I could argue that Mac mini is on Intel,
00:49:26
◼
►
it needs to be replaced.
00:49:27
◼
►
So like models that are not yet off of Intel
00:49:31
◼
►
need to be replaced.
00:49:33
◼
►
Okay, we can do that.
00:49:35
◼
►
Maybe that 13-inch MacBook Pro,
00:49:37
◼
►
could it get an M1 Pro option?
00:49:41
◼
►
I think that's another one where like maybe,
00:49:44
◼
►
but like, and the Mac Pro, they want to do that.
00:49:47
◼
►
It doesn't really have to be replaced,
00:49:49
◼
►
but they really want to do that.
00:49:51
◼
►
But like some of these,
00:49:53
◼
►
a newer version of the 24-inch iMac with the M2,
00:49:56
◼
►
a newer version of the MacBook Air with the M2.
00:50:01
◼
►
Like nobody, those are easy in my mind,
00:50:05
◼
►
as much as I want one of those MacBook Airs,
00:50:07
◼
►
in my mind, those are the easiest things to push off.
00:50:09
◼
►
- Oh yeah, for sure.
00:50:10
◼
►
- And the Air sells really, really well, I get it.
00:50:13
◼
►
- The new iPad as well, you can push that out, it's fine.
00:50:16
◼
►
- The new iPad Pro model doesn't need to even be
00:50:20
◼
►
on the 18 month cycle, you could afford to wait
00:50:22
◼
►
with that one too, right?
00:50:23
◼
►
Like they're fine.
00:50:25
◼
►
Not that a new one wouldn't drive sales and all that,
00:50:27
◼
►
but honestly, that iPad Pro and that MacBook Air are fine.
00:50:32
◼
►
They are good, they are current, they are fast,
00:50:35
◼
►
they're still great, they're still good values
00:50:38
◼
►
for Apple products down the 999 MacBook Air.
00:50:42
◼
►
It's all fine.
00:50:44
◼
►
So if you're looking for things to delay,
00:50:46
◼
►
there's a bunch of stuff that you'd be like,
00:50:49
◼
►
it doesn't matter when this ships.
00:50:51
◼
►
That M2 MacBook Air, as cool as it sounds,
00:50:53
◼
►
as much as I want one and as much as I want them to announce it next month, if they announced
00:50:58
◼
►
it a year from then, it would probably not hurt their business. So that's one way to
00:51:03
◼
►
make decisions.
00:51:04
◼
►
Tim Cook According to political website Punchbowl News,
00:51:08
◼
►
Tim Cook is personally lobbying the Senate Judiciary Committee over a bill that has now
00:51:13
◼
►
passed the initial vote to, among other things in the U.S., enforce sideloading on devices
00:51:20
◼
►
and remove a company's ability to favor their own services on those devices. This bill is
00:51:26
◼
►
going to advance to Senate floor now for voting.
00:51:30
◼
►
- Yeah. It's interesting 'cause this gets into political details, which is why I put
00:51:35
◼
►
a link in our notes to a report that's actually on Philip Elmer DeWitt's site, but he's quoting
00:51:40
◼
►
a report from analyst Emmet Darianani, who is at Evercore and is a regular on those quarterly
00:51:47
◼
►
analyst calls probably hear his voice later this week. And he is quoting an analyst at
00:51:51
◼
►
Evercore as saying that this passing as a law is not likely. And so what this analyst
00:52:00
◼
►
named Tobin Marcus says is the vote 16 to 6 overstates the level of support for the
00:52:06
◼
►
bill. Some Democrats, including the two senators from California, voted it out of committee
00:52:09
◼
►
as a courtesy to Senator Amy Klobuchar, despite expressing significant reservations. Several
00:52:14
◼
►
Other Democrats have concerns and changes.
00:52:16
◼
►
They want to make some of the Republican support
00:52:18
◼
►
look soft as well.
00:52:19
◼
►
And getting Senate floor time for this bill
00:52:21
◼
►
before Congress shuts down for the midterm elections
00:52:23
◼
►
will be harder than some commentators appreciate.
00:52:25
◼
►
So this analyst says it could happen in some form,
00:52:30
◼
►
but it's also not one of those things where it's like,
00:52:33
◼
►
oh, it's got bipartisan support and so it'll pass.
00:52:36
◼
►
It's got kind of soft bipartisan support,
00:52:39
◼
►
but not maybe in both parties strong support.
00:52:44
◼
►
So we'll see. But yeah, wouldn't that be,
00:52:45
◼
►
this is like one of those things that we've talked about,
00:52:47
◼
►
about do you want to push this too far, Apple?
00:52:49
◼
►
Because you end up in a scenario where
00:52:51
◼
►
like the government of the United States says,
00:52:54
◼
►
you have to offer sideloading in alternate app stores,
00:52:57
◼
►
and it's the law now, and that's just how it has to be.
00:53:00
◼
►
Which is like, that's really bad for Apple.
00:53:03
◼
►
- You accidentally created a bunch of buzzwords.
00:53:06
◼
►
Like sideloading is just like a buzzword now in politics,
00:53:09
◼
►
right? For things that tech companies should do.
00:53:11
◼
►
Break them up, right?
00:53:12
◼
►
- Well, because politicians want to be seen
00:53:14
◼
►
as being tough on big tech, right?
00:53:17
◼
►
That's what they want to be seen.
00:53:19
◼
►
Fortunately, politicians also want to listen to billionaires
00:53:21
◼
►
and valuable companies about harming American businesses.
00:53:24
◼
►
And I'm sure that's what Tim Cook was talking about.
00:53:26
◼
►
- That's why Tim Cook gets on the phone.
00:53:29
◼
►
But I was also reading on Axios a similar thing of like,
00:53:33
◼
►
if this anything happens to,
00:53:35
◼
►
if this bill ends up ever getting through,
00:53:37
◼
►
it's not going to look like how it looks now.
00:53:38
◼
►
Like there's a lot of desire to change it.
00:53:41
◼
►
But the thing is, you don't know which part, right?
00:53:43
◼
►
So like sideloading might get, I mean, for all we know,
00:53:45
◼
►
sideloading might not be one of the things
00:53:47
◼
►
that people have a problem with.
00:53:49
◼
►
Like maybe the thing that like other people
00:53:51
◼
►
in politics have a problem with is the ability to,
00:53:53
◼
►
for a company not to favor their own services,
00:53:55
◼
►
'cause what, do you know what I mean?
00:53:56
◼
►
It's just like, which is why Tim Cook's on the phone,
00:53:58
◼
►
'cause he doesn't know either,
00:54:00
◼
►
and wants to make sure that it's gonna go exactly his way.
00:54:03
◼
►
But I just thought that,
00:54:04
◼
►
considering everyone we've been talking about recently,
00:54:05
◼
►
this is just a pretty funny thing
00:54:07
◼
►
that kind of came out of nowhere for me,
00:54:09
◼
►
like this bill is like, "Oh, hello.
00:54:11
◼
►
What are you up to?
00:54:13
◼
►
- Apple has named Kristen Huguet-Quayle
00:54:17
◼
►
as their new head of public relations.
00:54:21
◼
►
Huguet-Quayle replaces Stella Lowe,
00:54:23
◼
►
who's been in the role since May, 2021.
00:54:26
◼
►
Less than a year.
00:54:27
◼
►
- Lowe was an outside hire for Apple.
00:54:30
◼
►
Once again, suggesting- - She worked at Cisco.
00:54:32
◼
►
- That outside hires in high up positions at Apple
00:54:35
◼
►
potentially struggle to match culture fit.
00:54:38
◼
►
John Brower is the key example of this.
00:54:40
◼
►
the guy who was brought in to run the Apple store,
00:54:43
◼
►
like the stores, retail stores,
00:54:45
◼
►
was gone within a very short period of time.
00:54:47
◼
►
- And arguably Angela Ahrendts,
00:54:49
◼
►
although she lasted longer,
00:54:50
◼
►
but I'm not sure that that was, in the end,
00:54:54
◼
►
the right fit either.
00:54:55
◼
►
The counterargument would be something like
00:54:57
◼
►
all the chip designers and Johnny Shroogee and all of that,
00:55:00
◼
►
but I get the feeling like
00:55:02
◼
►
they came in to establish a culture
00:55:05
◼
►
in a part of Apple that didn't exist before.
00:55:09
◼
►
And so when you're forging a new portion
00:55:11
◼
►
of a corporate identity,
00:55:13
◼
►
that's different than sliding into a role
00:55:15
◼
►
that's been defined forever.
00:55:18
◼
►
And I remember at the time we talked about
00:55:21
◼
►
Stella Lowe being hired out of Cisco and said,
00:55:23
◼
►
"That's a weird match."
00:55:25
◼
►
- Didn't seem right.
00:55:26
◼
►
- It didn't, like very technical
00:55:29
◼
►
and a lot of corporate sales stuff.
00:55:30
◼
►
And like, is that the messaging that you really want?
00:55:33
◼
►
Was she just on a WebEx?
00:55:35
◼
►
And they're like, "Hey,"
00:55:36
◼
►
'cause Cisco makes WebEx and Apple uses WebEx.
00:55:39
◼
►
- And also, I don't mean this to be strange,
00:55:42
◼
►
but Stella Lowe's Twitter account was really weird.
00:55:45
◼
►
The things that she was tweeting was strange.
00:55:51
◼
►
Like her avatar was just a really low quality image.
00:55:55
◼
►
Like it didn't feel like a PR person's thing,
00:56:00
◼
►
especially from Apple. - Was she real?
00:56:02
◼
►
Did she really exist? - No, but it was just like,
00:56:03
◼
►
I don't know, it was just like a thing that is,
00:56:06
◼
►
For one, the head of Apple PR has never had a public face.
00:56:11
◼
►
And she did.
00:56:13
◼
►
And this is like--
00:56:15
◼
►
PR specifically, the head of PR, is probably
00:56:19
◼
►
the most manicured position inside of the PR machine
00:56:24
◼
►
that is Apple.
00:56:26
◼
►
And the idea of bringing someone in from outside
00:56:29
◼
►
after the position had been vacant for, I think, nearly two
00:56:33
◼
►
years was very strange.
00:56:35
◼
►
- Right, which means people who were working at Apple
00:56:37
◼
►
were doing the job,
00:56:39
◼
►
but including apparently Chris and Huguet-Quayle,
00:56:43
◼
►
and yet they didn't get the job because they held it open
00:56:46
◼
►
and they ended up giving it to an outside person,
00:56:48
◼
►
which implies a level of dissatisfaction
00:56:51
◼
►
with your internal people.
00:56:52
◼
►
I think it's fascinating, especially for Apple,
00:56:54
◼
►
because Apple has done this time and again,
00:56:57
◼
►
and it's like, you know what?
00:56:58
◼
►
At these high level positions,
00:57:00
◼
►
it is becoming increasingly apparent
00:57:02
◼
►
that you gotta be on the inside to understand it
00:57:05
◼
►
and be a culture fit and then grow
00:57:07
◼
►
and then reach that position later.
00:57:10
◼
►
And bringing somebody, Apple is a weird company.
00:57:12
◼
►
I think that's what we've learned is Apple is an outlier,
00:57:14
◼
►
they're strange, they have their ways
00:57:16
◼
►
and just hiring somebody from the outside to come in.
00:57:19
◼
►
I imagine you hire somebody like Stella Lowe
00:57:21
◼
►
because you wanna bring in her skills from Cisco
00:57:24
◼
►
and wherever else she worked to put a new spin on Apple PR.
00:57:28
◼
►
Because otherwise, why would you not,
00:57:30
◼
►
when Steve Dowling leaves,
00:57:31
◼
►
why would you not hire or promote his person
00:57:36
◼
►
who was basically like high up working with Dowling
00:57:39
◼
►
on the executive stuff,
00:57:41
◼
►
which was Steve Dowling's previous job
00:57:44
◼
►
before he was the head of PR when it was Katie Cotton.
00:57:46
◼
►
Dowling was on the executive side
00:57:48
◼
►
and there was another person, Natalie Karras,
00:57:51
◼
►
who was on the product PR side.
00:57:53
◼
►
And that was the like, which one of them is gonna get the job
00:57:56
◼
►
and Dowling got the job, which I think cynically I could say,
00:57:59
◼
►
oh, you mean the person who was really close
00:58:01
◼
►
to all the executives 'cause he handled executive PR,
00:58:03
◼
►
got the job when the executives chose him?
00:58:06
◼
►
Interesting.
00:58:07
◼
►
But Christian Huguet-Quayle also apparently was on that side
00:58:12
◼
►
doing all things Tim.
00:58:14
◼
►
And so the executives picked her eventually,
00:58:19
◼
►
but not before they went outside.
00:58:21
◼
►
And I just wonder, are they deluding themselves?
00:58:23
◼
►
Are they like, "No, no, no, no,
00:58:25
◼
►
we want something different.
00:58:26
◼
►
We want a little fresh blood in the PR department.
00:58:28
◼
►
we want to do things differently.
00:58:29
◼
►
And then somebody comes in and I've seen this,
00:58:32
◼
►
you've probably seen this too, at various companies,
00:58:34
◼
►
various organizations over time,
00:58:36
◼
►
the people in charge think they want change.
00:58:38
◼
►
And then somebody gets hired to bring change.
00:58:40
◼
►
And then all the changes they propose are like,
00:58:43
◼
►
no, we don't do that here.
00:58:45
◼
►
Like I've seen that time and again,
00:58:46
◼
►
where somebody talks about wanting change and a fresh idea,
00:58:49
◼
►
and then you bring them in.
00:58:50
◼
►
I'm not saying, I don't know that this happened in this case,
00:58:53
◼
►
but like I've seen that happen endlessly.
00:58:55
◼
►
- But it's natural though, right?
00:58:56
◼
►
Like she would have come in with her experience
00:58:59
◼
►
working somewhere else.
00:59:00
◼
►
It's like, I want to do it this way.
00:59:01
◼
►
- And you bring the person in from outside
00:59:03
◼
►
because presumably you want them to do that.
00:59:07
◼
►
But it so often happens that when they get inside,
00:59:10
◼
►
everybody goes, oh no, not really.
00:59:14
◼
►
We actually want to do it the way we've always done it.
00:59:17
◼
►
And I have a hard time looking at this exit
00:59:20
◼
►
happening in less than a year
00:59:22
◼
►
without saying that that's it.
00:59:23
◼
►
And that's not necessarily her fault.
00:59:25
◼
►
In fact, it's perhaps absolutely not her fault, right?
00:59:29
◼
►
Because it may be that she was told,
00:59:31
◼
►
well, no, no, I know that Apple is very particular,
00:59:33
◼
►
but we want an outside view of this.
00:59:35
◼
►
The people who've been running this department
00:59:36
◼
►
have been here for years,
00:59:37
◼
►
and we want somebody new to come in.
00:59:39
◼
►
And now here we are a few months later, and she's gone,
00:59:42
◼
►
and they've hired a long time person
00:59:44
◼
►
who's been at Apple a long time,
00:59:45
◼
►
and was one of the right hand people
00:59:47
◼
►
of the previous occupant of the position.
00:59:50
◼
►
And it's really like a reversion, like, no, no, no,
00:59:52
◼
►
We actually want the successor who probably should have been
00:59:56
◼
►
the successor, but wasn't for some reason, but now is.
01:00:01
◼
►
And maybe there are personal things, you never really know.
01:00:03
◼
►
We're on the outside looking at it.
01:00:04
◼
►
- And it is also worth just noting,
01:00:06
◼
►
Apple have said and Stella Lowe said
01:00:10
◼
►
that she's going to be spending more time with her family.
01:00:12
◼
►
But the thing is that is, whether that's true or not,
01:00:15
◼
►
that's the line that like the cliche line of,
01:00:18
◼
►
we're all gonna pretend like this was all good.
01:00:20
◼
►
- Mm-hmm, yeah.
01:00:21
◼
►
Which seems like a strange PR move, I don't know, man.
01:00:24
◼
►
But like, the thing is, I completely am of the mind
01:00:29
◼
►
that Stella Lowe was brought in,
01:00:31
◼
►
told that Apple wanted to shake things up.
01:00:34
◼
►
She went in and shook things up
01:00:35
◼
►
and then everyone decided they didn't like that.
01:00:37
◼
►
But you know, which is like, well then what was she,
01:00:40
◼
►
she was always set up to fail.
01:00:42
◼
►
It's like, I think this is a similar thing
01:00:43
◼
►
with what happened with Angela Ahrens as well.
01:00:45
◼
►
She was brought in to say, and they'd said to her,
01:00:47
◼
►
"Hey, but can you just change our entire retail proposition
01:00:51
◼
►
make it luxury. And so she did that.
01:00:53
◼
►
And then they were like, "No, we need to sell our phones
01:00:56
◼
►
on finance." And she said, "I'm not gonna do that."
01:00:59
◼
►
And then that was the end of that, right?
01:01:01
◼
►
- Yeah, I think that that's the best way
01:01:03
◼
►
to evaluate that one.
01:01:04
◼
►
So, this is, I mean, PR is different
01:01:06
◼
►
because it's not public facing in the same way
01:01:09
◼
►
as being the head of retail.
01:01:11
◼
►
But, and Apple PR has done a bunch of things differently
01:01:14
◼
►
over the last few years.
01:01:15
◼
►
But the truth is they were doing that
01:01:17
◼
►
under Steve Dowling too.
01:01:18
◼
►
- Well, this is the thing, like,
01:01:20
◼
►
my assumption would be, is you said that
01:01:22
◼
►
Hugo Quayle was probably the person,
01:01:25
◼
►
one of the people in charge of this change,
01:01:27
◼
►
because Dowling's been gone for a long time.
01:01:31
◼
►
- Now it's just kind of funny that it's like,
01:01:32
◼
►
oh, no, no, I know you were doing this job before,
01:01:36
◼
►
and then we hired someone else,
01:01:38
◼
►
but can you just do it now?
01:01:39
◼
►
It's strange.
01:01:40
◼
►
- Yeah, right?
01:01:41
◼
►
Like, there are personal dynamics at work here,
01:01:45
◼
►
and there's, you know, it's inside a company, who knows,
01:01:47
◼
►
we're just on the outside looking in,
01:01:48
◼
►
and these people are all kind of cardboard cutouts to us,
01:01:51
◼
►
but they're also people with allies and enemies and quirks
01:01:56
◼
►
and all those things that we just don't know about.
01:01:57
◼
►
But it does seem really interesting that they went out,
01:02:01
◼
►
they're like, left it out there for years,
01:02:03
◼
►
ended up going with an outside hire,
01:02:06
◼
►
which is almost like they were trying to see
01:02:08
◼
►
if somebody would step forward from the inside
01:02:09
◼
►
and felt like that didn't happen.
01:02:12
◼
►
- And maybe it takes a bad person to come to you,
01:02:14
◼
►
like, "No, I wanna do it instead now.
01:02:16
◼
►
"I've seen the other option."
01:02:17
◼
►
- Yeah, then you do the outside hiring,
01:02:19
◼
►
you're like, "Oh no, no, we were wrong."
01:02:23
◼
►
I mean, good for Kristen Hugo-Quayle,
01:02:25
◼
►
like, "We were wrong, we should have hired you all along,"
01:02:28
◼
►
it seems to be what happened here.
01:02:30
◼
►
But I don't know, it's weird.
01:02:33
◼
►
I will say the big change was Katie Cotton leaving.
01:02:37
◼
►
Katie Cotton, and I've talked about her before,
01:02:40
◼
►
she was, I would say, as close to Steve Jobs.
01:02:45
◼
►
My perception was she was as close to Steve Jobs
01:02:48
◼
►
as anybody at Apple.
01:02:50
◼
►
And we don't talk about her a lot
01:02:52
◼
►
because we don't talk about PR.
01:02:53
◼
►
We talk about products.
01:02:55
◼
►
And so we talk about Phil and Johnny Ive and Tim Cook.
01:02:58
◼
►
But I think Katie was always there next to Steve.
01:03:01
◼
►
Katie was controlling the message of Apple.
01:03:04
◼
►
All of the Apple PR, everything they did,
01:03:07
◼
►
all their messaging, like Katie controlled it.
01:03:10
◼
►
And I think Katie worked for Phil, I think,
01:03:13
◼
►
but Katie worked for Steve, right?
01:03:15
◼
►
And she, don't get on her bad side, she was real scary.
01:03:20
◼
►
I was terrified of her at various points.
01:03:23
◼
►
And everybody will have their Katie story.
01:03:26
◼
►
But, and she can also be very charming and nice.
01:03:29
◼
►
You mean PR?
01:03:30
◼
►
Like you gotta be able to do that.
01:03:31
◼
►
- She's like Steve Jobs, right?
01:03:34
◼
►
But I would say Katie had her way of doing things
01:03:38
◼
►
and it was really Steve's way of doing things.
01:03:41
◼
►
And she was able to like get what Steve wanted out of it.
01:03:45
◼
►
Obviously when you work for Steve Jobs that closely,
01:03:47
◼
►
if Steve doesn't like a step that you made
01:03:49
◼
►
in terms of PR or whatever, you'll know
01:03:52
◼
►
and you'll know not to ever do it again.
01:03:54
◼
►
So Steve passed away, Katie retired
01:03:58
◼
►
with probably all the money.
01:04:00
◼
►
The one of her two lieutenants gets the top job
01:04:04
◼
►
and the other one leaves.
01:04:06
◼
►
So Steve Dowling's now in charge.
01:04:07
◼
►
That was the moment, that was the Steve Jobs
01:04:09
◼
►
to Tim Cook kind of moment of like,
01:04:11
◼
►
somebody new is in charge
01:04:12
◼
►
who can make some different decisions.
01:04:14
◼
►
And I think probably part of Dowling's pitch
01:04:18
◼
►
in trying to get hired was we're gonna do things different.
01:04:21
◼
►
So Dowling really did lead a lot of the PR changes
01:04:24
◼
►
that have happened.
01:04:25
◼
►
And, you know, sorry for the inside baseball everybody,
01:04:27
◼
►
but like for those of us who cover Apple,
01:04:29
◼
►
like the way they roll out products
01:04:31
◼
►
and they got YouTubers involved
01:04:32
◼
►
and they've got different ways of doing product briefings
01:04:35
◼
►
and they've got like, they've,
01:04:36
◼
►
after a period where they really didn't change
01:04:40
◼
►
for a long time, really.
01:04:43
◼
►
Like from the early days of Steve,
01:04:46
◼
►
until sort of Steve Dowling was in charge,
01:04:50
◼
►
Apple PR was basically always the same playbook.
01:04:54
◼
►
And I don't know whether that was because the people
01:04:56
◼
►
in the PR group wanted it to be that way
01:04:57
◼
►
or because that was the playbook,
01:04:59
◼
►
'cause Katie said that's the playbook.
01:05:01
◼
►
But they did change.
01:05:04
◼
►
And I think Dowling and his team felt the freedom
01:05:08
◼
►
with Katie Gaughan to make some of those changes.
01:05:11
◼
►
And I think that there were a lot of positive changes.
01:05:13
◼
►
And I think there were a lot of like, you know,
01:05:14
◼
►
creative things that we could debate
01:05:16
◼
►
whether they're good or not,
01:05:17
◼
►
but they were like trying new things.
01:05:19
◼
►
And I think you've got,
01:05:20
◼
►
after so much time of it being static,
01:05:22
◼
►
them trying new things is a great thing.
01:05:23
◼
►
Like just, you should do that as just,
01:05:25
◼
►
I'm not talking about self-interest here.
01:05:27
◼
►
I'm saying as a person in a business,
01:05:29
◼
►
you should probably try different things
01:05:31
◼
►
once in a while, right?
01:05:33
◼
►
Not just follow the same playbook from 1998.
01:05:37
◼
►
So in this, so they had the gap and then they had the new person come in and in less than a year,
01:05:44
◼
►
she's out and they brought, they've elevated somebody from the team. Probably should have
01:05:48
◼
►
done that to begin with, but maybe they had to go through the process, right? Sometimes you got to
01:05:52
◼
►
go through the process to know what you, you think you want one thing and then you go through and
01:05:56
◼
►
you realize you don't want that thing. You want the other thing after all. And they're fortunate,
01:06:01
◼
►
I would say on one level that Christian Hugo-Quayle didn't say "bye" and leave. Like what happened
01:06:12
◼
►
with Natalie Karras, who when Steve Dowling got the job, she was out of there and she was great.
01:06:19
◼
►
She had a product PR, so I dealt with her a lot for years. She used to work at FileMaker. I dealt
01:06:24
◼
►
with her for 20 years. I mean, a lot of time. But the moment that that choice was made,
01:06:31
◼
►
she was out of there. And Chris and Hugo Quayle didn't get the job. I don't know if she was
01:06:36
◼
►
up for it or not. It would seem that she would have been. And she was doing the work and
01:06:40
◼
►
they kept not hiring a replacement, naming a replacement. But she's got the job now.
01:06:45
◼
►
So I think that Apple may be fortunate that she didn't press the eject button when they
01:06:50
◼
►
they hired this person from Cisco last year.
01:06:54
◼
►
Maybe she was just biding her time.
01:06:55
◼
►
Sometimes that's what you do is you get passed over
01:06:57
◼
►
for something and you think this is gonna,
01:07:00
◼
►
well, and you think this is not gonna go well, right?
01:07:02
◼
►
Like I've seen this, I've absolutely seen this
01:07:06
◼
►
where you're like, okay, that person doesn't realize
01:07:09
◼
►
what they're getting themselves into.
01:07:11
◼
►
And these people don't realize what they've just done.
01:07:15
◼
►
Everybody's gonna regret this.
01:07:17
◼
►
And this person isn't gonna be here for very long.
01:07:19
◼
►
And maybe that was what she did, was like,
01:07:21
◼
►
"I'll buy my time, this isn't gonna work out."
01:07:24
◼
►
And well, if she did, then good on her
01:07:26
◼
►
because she was right.
01:07:28
◼
►
This did not work out.
01:07:31
◼
►
It turns out hiring a new head of PR from Cisco, not a fit.
01:07:36
◼
►
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◼
►
Let's do some #AskUpgrade questions to finish out today's episode. Gregory asks,
01:09:27
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"How do you keep track of your books across multiple services, Jason? I have
01:09:32
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Apple Books, Kindle, physical, and a bunch of Audible accounts, and I often find it
01:09:37
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►
difficult to remember where I bought something. Short of just checking
01:09:40
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►
everywhere? Do you have an easier way? I don't. The truth is I buy mostly, I buy
01:09:47
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►
almost entirely ebooks and I used to buy them all on the Kindle store and now I
01:09:51
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►
mostly buy them on the Kobo store and so I don't have that many places to look
01:09:55
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►
and it's not a problem. So I don't really have a good answer here. I don't know if
01:10:02
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►
there are book tracking services, I don't do Audible. I mean I'm sure there are
01:10:07
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- I don't buy physical books.
01:10:08
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►
I don't do Apple books.
01:10:10
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►
I don't know.
01:10:11
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►
I think they all are geared toward you buying
01:10:14
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just from them, right?
01:10:15
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Nobody wants to help you.
01:10:16
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►
So I don't have an answer here.
01:10:18
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- Oh, pretty much.
01:10:19
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►
- Nobody wants to help you.
01:10:20
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►
- I mean like, you get these like TV tracking apps
01:10:23
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►
or whatever.
01:10:24
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- Yeah, I know, but I don't think they're like,
01:10:25
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►
honestly, I'm not sure Gregory is the most common case here
01:10:28
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►
where it's like I buy Apple books and Kindle books
01:10:31
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►
and physical books and two different audible accounts
01:10:33
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►
in different regions.
01:10:34
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►
And it's like, I'm not sure that that's a real
01:10:37
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►
edge case. So I don't know if there's a way. Can you like tag things on Goodreads based
01:10:44
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►
on where it exists in your house? I don't know. Or in your digital accounts. I don't
01:10:49
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►
know. I don't know the answer to that question, but I can't help. I'm keeping it simple.
01:10:57
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►
We've done this before, but I'm going to do it again. Nougat machine, if you would say
01:11:00
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►
nougat. Do you use contacts metadata to identify family members or do you instead have a contact
01:11:09
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►
named say mum to display the familial relation instead of the proper noun in notifications?
01:11:16
◼
►
This is so interesting, right? So if you didn't catch that, do you say for example have contacts
01:11:23
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►
that says your mum's full name or do you have your mum's name? Like just say mum.
01:11:29
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►
- Right, or do you add, I think you can add a nickname
01:11:34
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►
as well if you want to.
01:11:36
◼
►
- Yeah, you can add nicknames, but also,
01:11:39
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►
Siri will make an actual link too.
01:11:43
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►
So if you say, if I said, my dad is Jason Snell,
01:11:47
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►
then if I say, call dad, it would be Jason.
01:11:54
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►
This is interesting, what do you do?
01:11:58
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- Oh, I just have mom and it's my mom.
01:12:00
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I don't have like my mom's full name
01:12:02
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►
and then that's my mom.
01:12:03
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I don't call her by her full name.
01:12:04
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►
Why do I need that for?
01:12:06
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►
- I have her full name.
01:12:08
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►
I have my mother's full name.
01:12:09
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►
- Is that how you refer to her too?
01:12:12
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►
And this is Snell.
01:12:14
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►
I just don't, I mean, it's probably a legacy
01:12:18
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►
of when my dad was alive,
01:12:20
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►
it was both of their names in there,
01:12:21
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►
but it didn't say mom and dad, it said Ron and Sue Snell.
01:12:27
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►
I don't do that for anybody.
01:12:30
◼
►
My wife's full name is in there.
01:12:33
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►
It's not a nickname or wife,
01:12:35
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►
or it's what wife is calling.
01:12:37
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►
My children are their full names.
01:12:39
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►
I'm a bad, boring person, I guess.
01:12:42
◼
►
- But you wouldn't, like, if you had like son,
01:12:45
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►
like, you know, that'd be weird.
01:12:46
◼
►
Like, 'cause you don't call him son, you know?
01:12:50
◼
►
Second child is calling.
01:12:53
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►
- Favorite child.
01:12:57
◼
►
- Jamie has, I know that Jamie has me in her book
01:13:00
◼
►
as daddy Snell.
01:13:02
◼
►
I forget what she's got if Lauren is mommy Snell or not,
01:13:06
◼
►
but like she's done that.
01:13:08
◼
►
And then Jamie also edited in Lauren's phone,
01:13:11
◼
►
she actually edited her own contact
01:13:13
◼
►
and put a bunch of heart emojis around her.
01:13:15
◼
►
So whenever Jamie calls, it's like heart, heart, heart,
01:13:17
◼
►
Jamie heart, heart, heart is calling
01:13:20
◼
►
because Jamie decided to be her own hype man there.
01:13:25
◼
►
I have a great one now.
01:13:26
◼
►
All right, I'm putting my mom on blast here.
01:13:29
◼
►
So back in the day, I used to have two phones
01:13:34
◼
►
because I bought a new, I had like my iPhone or something
01:13:38
◼
►
and I still was on an old contract,
01:13:41
◼
►
which was a Sony Walkman phone.
01:13:43
◼
►
And that was the number that I ended up carrying over,
01:13:47
◼
►
but I had to change network to get the iPhone.
01:13:49
◼
►
So I ended up having two numbers for a little bit,
01:13:51
◼
►
but then I was able to swap that over.
01:13:53
◼
►
So still to this day, we are talking over 15 years.
01:13:58
◼
►
My contact in my mom's phone is Michael Walkman.
01:14:05
◼
►
And I say to her, "Mom, should we change this?"
01:14:09
◼
►
And she says, "No, I like it like that."
01:14:12
◼
►
So to my mother, I am the Walkman, I guess.
01:14:16
◼
►
So this is a thing that still exists.
01:14:20
◼
►
I am the Walkman.
01:14:22
◼
►
- You are the Walkman.
01:14:23
◼
►
- That's amazing.
01:14:24
◼
►
- And I cannot tell you how much restraint I showed
01:14:27
◼
►
to say I'm gonna put you as daddy's now in my phone too.
01:14:30
◼
►
But I feel like enough time has passed
01:14:33
◼
►
from when you said that to now
01:14:34
◼
►
or I feel like I can constantly say that.
01:14:36
◼
►
I may put you as daddy now on my phone.
01:14:40
◼
►
What is the energy we're bringing to the show now?
01:14:43
◼
►
Sebastian asks--
01:14:44
◼
►
- There's japes.
01:14:45
◼
►
There's japes happening all of a sudden.
01:14:47
◼
►
- A new display from Apple would feature a built-in webcam.
01:14:51
◼
►
Now, of course, to set the stage for this,
01:14:53
◼
►
all of Apple's Macs have webcams.
01:14:56
◼
►
The Pro Display XDR does not have a built-in webcam,
01:14:59
◼
►
and Apple even went so far as to work with Logitech
01:15:02
◼
►
to create a specific version of their BRIO webcam
01:15:05
◼
►
that had a magnet on it to go on the top.
01:15:07
◼
►
- Yeah, well, it's because they couldn't afford
01:15:10
◼
►
to put it in and keep the price down on the XDR.
01:15:13
◼
►
- It's another $1,000 for a webcam.
01:15:16
◼
►
- I actually think that they're probably,
01:15:19
◼
►
so I think it should,
01:15:20
◼
►
and I think that there should be.
01:15:21
◼
►
However, what gives me pause is the XDR
01:15:23
◼
►
and the fact that I think they probably heard from customers
01:15:26
◼
►
who said, "We put these things in places
01:15:29
◼
►
where we don't want a webcam,
01:15:30
◼
►
and don't make us put a piece of tape
01:15:33
◼
►
on your beautiful $5,000 display," right?
01:15:37
◼
►
That there are places where they don't want a webcam,
01:15:39
◼
►
but I would hope so.
01:15:41
◼
►
I would hope that there would be a webcam
01:15:43
◼
►
and maybe if they're gonna do face ID,
01:15:45
◼
►
put face ID in there or something.
01:15:47
◼
►
It should be a great webcam and center stage in there, right?
01:15:50
◼
►
Like that's what it should be.
01:15:51
◼
►
And quite frankly, I will be disappointed if it isn't there,
01:15:54
◼
►
but that doesn't mean they're gonna do it.
01:15:55
◼
►
They don't just release products to please me,
01:15:58
◼
►
unfortunately, if only.
01:16:00
◼
►
- I do think that they will.
01:16:02
◼
►
I think the Pro Display XDR,
01:16:04
◼
►
looking at the Pro Display XDR as reasoning
01:16:08
◼
►
for any future decision, I think is a fool's errand.
01:16:11
◼
►
Like that is a one-off thing for me
01:16:14
◼
►
in the way that the Mac Pro was a one-off thing.
01:16:17
◼
►
It existed for a very specific, like the iMac Pro, sorry,
01:16:21
◼
►
it existed for a very specific purpose
01:16:23
◼
►
in a alternate timeline that got broken
01:16:26
◼
►
and we came back to reality.
01:16:27
◼
►
Like, why did they not put a camera in that?
01:16:30
◼
►
Well, because they just didn't,
01:16:31
◼
►
because this was meant to be a replacement
01:16:33
◼
►
for a reference display.
01:16:35
◼
►
Like, you know what I mean?
01:16:35
◼
►
Like, I just think it's like,
01:16:37
◼
►
looking at that as any reason for future decisions,
01:16:40
◼
►
I don't think is, like,
01:16:41
◼
►
I don't think Apple's ever going to charge separately
01:16:44
◼
►
for a stand on a monitor ever again.
01:16:46
◼
►
- Yeah. - Right.
01:16:47
◼
►
- I think you're right.
01:16:48
◼
►
- It was just this one thing.
01:16:50
◼
►
- Yeah, the XDR should not be hopefully
01:16:53
◼
►
a proof of any future plans for monitors, but who knows?
01:16:58
◼
►
Do I think it'll happen?
01:17:00
◼
►
I mean, I hope it happens.
01:17:02
◼
►
I don't know if I have an answer.
01:17:03
◼
►
Do I think it'll happen?
01:17:04
◼
►
Because Apple often will vex us with their product choices
01:17:08
◼
►
for something like this,
01:17:09
◼
►
but like a modern Apple display external
01:17:12
◼
►
for people who have got a Mac mini
01:17:13
◼
►
or whatever that device is that they're hooking up,
01:17:16
◼
►
Are they gonna want a webcam?
01:17:18
◼
►
Are they gonna want center stage?
01:17:19
◼
►
Yes, they are.
01:17:20
◼
►
Why would you not do that and make them put something
01:17:24
◼
►
on the top of their monitor?
01:17:26
◼
►
Like, don't do it.
01:17:29
◼
►
I mean, if they're worried about security concerns,
01:17:32
◼
►
you know, make it available without
01:17:34
◼
►
or sell a $15 piece of tape that you put up there
01:17:38
◼
►
or whatever, I don't care, but I want it
01:17:40
◼
►
and they should do it and they should feel bad
01:17:42
◼
►
if they aren't doing it.
01:17:44
◼
►
- And Splendid asks, "What do you use to synchronize files
01:17:48
◼
►
"across your laptop and desktop other than
01:17:50
◼
►
"just drag and drop?
01:17:51
◼
►
"I found myself starting to learn to use terminals
01:17:54
◼
►
"so I could work out how to write an rsync shell script
01:17:59
◼
►
"but I don't trust myself to not delete anything."
01:18:02
◼
►
Splendid stop.
01:18:03
◼
►
What are you doing?
01:18:06
◼
►
What are you doing?
01:18:07
◼
►
Why would you do that?
01:18:09
◼
►
There's a feature in iCloud to do this exact thing.
01:18:12
◼
►
- Yeah, that's my number one piece of advice is
01:18:15
◼
►
if you gotta pay a little more for iCloud, do it,
01:18:16
◼
►
but like, use iCloud. - Don't do that.
01:18:19
◼
►
- Sync your desktop and your documents folders with iCloud
01:18:21
◼
►
and just do that and see how that works
01:18:23
◼
►
because that is why that feature is there.
01:18:27
◼
►
- Please stop.
01:18:27
◼
►
- Or you could do what I do and have like a bunch of things
01:18:30
◼
►
that are actually inside of Dropbox
01:18:32
◼
►
and pay for Dropbox and use that.
01:18:34
◼
►
And investigate because some of the apps you use
01:18:38
◼
►
may actually have a feature that lets them sync
01:18:40
◼
►
their settings across.
01:18:43
◼
►
Like I use BB Edit and I've talked about it a lot.
01:18:46
◼
►
I've written about it a lot, mostly in BB Edit.
01:18:50
◼
►
You can put their application support folder
01:18:52
◼
►
inside iCloud and it just uses it.
01:18:56
◼
►
And it's documented, but it's like,
01:18:59
◼
►
there's not like a preference for it, but it works.
01:19:02
◼
►
And so, if that's what you're frustrated about
01:19:05
◼
►
is like app preferences, you should check
01:19:06
◼
►
and see if your app preferences have a way of syncing
01:19:09
◼
►
to ask the developer.
01:19:09
◼
►
And if they don't, you should say, please do this.
01:19:12
◼
►
But like, I don't recommend writing janky scripts
01:19:16
◼
►
or maybe your scripts would be pristine,
01:19:17
◼
►
but still like, don't do it.
01:19:19
◼
►
Like use the cloud services that have been provided to you.
01:19:24
◼
►
- I'm so pleased that you stopped doing this and wrote in.
01:19:27
◼
►
Because that meant that you had the peace of mind,
01:19:31
◼
►
like foresight to be like,
01:19:32
◼
►
- Maybe this is a bad idea.
01:19:33
◼
►
- This is probably a bad idea.
01:19:34
◼
►
'Cause there are lots of people
01:19:35
◼
►
that do not stop at that point.
01:19:36
◼
►
And then they end up going to the Apple store and saying,
01:19:39
◼
►
please can you help me get my data back?
01:19:41
◼
►
And the app store says, no, I cannot do that.
01:19:43
◼
►
I use Dropbox basically.
01:19:45
◼
►
If we're talking about file storage, it's all Dropbox.
01:19:47
◼
►
I use Dropbox as if it is Finder.
01:19:51
◼
►
Like that is when I open a new Finder window,
01:19:53
◼
►
it goes to my Dropbox because that is where I keep
01:19:55
◼
►
every single file that I care about.
01:19:59
◼
►
- Although I will say you would be surprised
01:20:02
◼
►
at what's in iCloud Drive because apps,
01:20:04
◼
►
more and more apps are supporting iCloud Drive
01:20:07
◼
►
for their syncing.
01:20:08
◼
►
- Oh yeah, I use iCloud drive syncing
01:20:12
◼
►
when an app forces that.
01:20:17
◼
►
So like I have a bunch of numbers, documents or whatever,
01:20:20
◼
►
and they sync of iCloud.
01:20:21
◼
►
However, if it's something that I consider to be important,
01:20:24
◼
►
I will save it out to Dropbox
01:20:25
◼
►
and I will just open it from Dropbox.
01:20:28
◼
►
Like I kind of treat the iCloud syncing
01:20:30
◼
►
as if the app is just basically
01:20:32
◼
►
what it is actually intended to do.
01:20:34
◼
►
Like how you would have any app
01:20:35
◼
►
just having its own data inside of that app, you know?
01:20:38
◼
►
I could kind of treat it like that.
01:20:39
◼
►
But if it's an important thing,
01:20:41
◼
►
it will get saved out as a file.
01:20:43
◼
►
If you want to hear more about some of the weird
01:20:45
◼
►
and wonderful things that me and Jason are doing
01:20:47
◼
►
with Dropbox, we talk about that in today's Upgrade Plus.
01:20:51
◼
►
It's not related to this question, Splendid.
01:20:53
◼
►
You're not going to get more out of,
01:20:54
◼
►
we're not like hiding your answer in Upgrade Plus.
01:20:58
◼
►
We talk about some other Dropbox related things.
01:21:01
◼
►
If any of you want to get that,
01:21:02
◼
►
you can go to getupgradeplus.com
01:21:03
◼
►
and you can sign up, $5 a month or $50 a year.
01:21:06
◼
►
You get longer ad-free episodes of Upgrade,
01:21:08
◼
►
including a bunch of other wonderful perks
01:21:10
◼
►
of being a Relay FM member,
01:21:11
◼
►
including access to our wonderful Discord,
01:21:13
◼
►
which houses our live chat, which you can,
01:21:16
◼
►
if you listen to the show, we record live, by the way,
01:21:18
◼
►
if you ever wanna check out the show live,
01:21:20
◼
►
Mondays at 9 a.m. Pacific time.
01:21:22
◼
►
Anybody can listen for free at relay.fm/live.
01:21:26
◼
►
We also have that in the Discord,
01:21:27
◼
►
but the live chat, which is a wonderful group of people
01:21:30
◼
►
who provide us lots of great follow-up and feedback
01:21:32
◼
►
as we record, they are in our Relay FM members Discord,
01:21:35
◼
►
but you can get access to it, getupgradeplus.com.
01:21:38
◼
►
Thank you so much to everybody that has signed up.
01:21:41
◼
►
It really helps support the show
01:21:42
◼
►
and we greatly, greatly appreciate it.
01:21:44
◼
►
We also appreciate our sponsors of this episode,
01:21:46
◼
►
Squarespace, Membr4, and Capital One.
01:21:48
◼
►
But most of all, we appreciate every single one of you
01:21:52
◼
►
for listening as you do every single week.
01:21:55
◼
►
And we'll be back next time.
01:21:57
◼
►
If you want to find Jason in the meantime,
01:21:58
◼
►
especially you do with the Apple results coming up,
01:22:01
◼
►
go to sixcolors.com and Jason is @jasonell, J-S-N-E-L-L.
01:22:05
◼
►
I am @imike and we'll be back next week.
01:22:09
◼
►
Until then, say goodbye Jason Snow.
01:22:11
◼
►
Merci France, Merci beaucoup.