00:06:32
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Then we have the Japanese Grand Prix of the final weekend in March.
00:06:35
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And now there will not be any more races until May.
00:06:39
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So the Bahrain and Saudi Arabian Grand Prix are both being cancelled, which is leaving a five-week gap in the calendar.
00:06:47
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And I mentioned this all to say, not great if you're trying to build momentum, which they are trying to do.
00:06:53
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That now there is going to be a five-week gap between the Japanese Grand Prix and then all the way out to the Miami Grand Prix in Irving and Wakilame.
00:10:54
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So, they've also hosted an event at Grand Central Terminal, the Apple store there, that featured a performance by Alicia Keys a few days ago.
00:11:00
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They published a press release saying that this is one of the ways they're going to be, quote, commemorating the milestone around the world.
00:11:07
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So, it seems like they're going to be doing these maybe some pop-up events at different places where they're kind of, like, having people come in and perform and stuff like that.
00:11:15
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But they obviously invited some people to that.
00:11:18
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And on the HelloApple Instagram account, they've re-shared a reel that iJustine had made of being there.
00:11:25
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So, that's not the kind of stuff that they would be sharing from the, like, Apple account.
00:11:31
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But they're using this one as more of a kind of, like, brandy account, it seems like, which I thought was interesting.
00:11:37
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It's just, like, another thing that they're doing now.
00:11:41
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But I don't know why you would create an entire account for just this.
00:11:45
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But it does feel like, you know, there's been a lot of talk about the TikTok stuff that they've been doing, which has been a bit incredible and unhinged.
00:11:52
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Maybe they have some new kind of plans around social.
00:11:57
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It kind of feels like that's the case.
00:13:27
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Yes, this is after what Apple is calling, quote, discussions with the Chinese regulator.
00:13:32
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And I was reading this on Bloomberg, and Bloomberg was talking to kind of like a specialist in this area.
00:13:39
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Bloomberg has signed me out now, as they like to do, every three days, so I can't get this person's name.
00:13:44
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But they were saying that the way this kind of stuff works in China and the way that this person understands it, there was no legal thing here.
00:13:52
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The regulators just said to Apple, we would really like you to do this, and Apple has decided that they would.
00:13:57
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So the base fee has gone from 30% to 25%.
00:14:01
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The small developer program is dropping to 12% from 15%, as well as the commission rate for mini apps.
00:14:09
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So these are the apps that live inside of super apps.
00:14:12
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And apparently, the mini apps thing has been the big sticking point with companies like Tencent and ByteDance trying to ask the government to pressure Apple to reduce these fees because they operate these super apps.
00:14:27
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And they essentially have their own developer ecosystem within them.
00:14:33
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Yeah, it's a guy named Rich Bishop, who talked to Bloomberg, because I'm not yet logged out, because I logged in yesterday.
00:14:41
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About this and said, this is basically just the government in China going, this is too high, lower it.
00:14:50
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And they've done it without dragging their feet, going through court, screaming and crying.
00:14:56
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It turns out that Apple, so basically, it's like they're trying to reduce this.
00:15:02
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It seems for the super apps, that's what they're doing.
00:15:05
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These developer ecosystems exist, and now these companies only have to pay 12% commission fees.
00:15:12
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Which all seems to indicate that it actually is possible that Apple can make changes to the economics of the App Store without creating hugely complicated rule sets, entitlements, and audit requirements.
00:15:23
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Like, there's no alternative app marketplaces here in China.
00:15:29
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Now, as a side note, which I think is interesting context for this, kind of looking at maybe where things could potentially go over the next year or so,
00:15:38
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Google has announced that it's going to be lowering its fees to a baseline 20%, with there being many programs that can bring it even lower for developers.
00:15:47
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This is after a settlement that they made with Epic, but this is not a result of the settlement.
00:15:55
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So, they've actually come out ahead of the settlement being approved and just said, we're doing this.
00:16:00
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So, this is starting in June, and then it's going to be in some countries and is rolling out up until 2027, and then it will be worldwide.
00:16:10
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I'll put a link to a Word article in the show notes if you want to see, like, new apps and old apps and da-da-da-da-da.
00:16:16
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But the key thing is they are making sweeping changes, and those changes are, again, reducing them and reducing them without adding necessarily a bunch of complexity into the process.
00:16:27
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So, I don't think that Google doing this would make Apple change tack, but it is – I don't think it helps them maybe in some of their arguments that now they're not able to point to Google and say they're doing it as well.
00:16:40
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It feels like – imagine we play this all back at, like, a high rate of speed, you know, like it's a time lapse.
00:16:49
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It feels like what we have is this big thing that starts out that's this inflationary thing, and if you just do it as a time lapse, what we're seeing is it just kind of deflate over time, right?
00:17:03
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Like, that's basically what's happening, and it's fighting here and fighting there, but it does feel like the trend is –
00:17:13
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It doesn't mean that they're going to disappear, but they're coming down because of all the pressure.
00:17:17
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And I think that's a good question is, like, in the end, is the goal that they take almost nothing, or is the goal just because everybody agrees that this seems unreasonable for what they are providing to take that amount?
00:17:30
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And so, yeah, it just seems like over time the pressure leads to the fees coming down.
00:17:35
◼►
If you would like to get longer ad-free versions of this show every week, you should subscribe to Upgrade Plus because with Upgrade Plus you get bonus content.
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We'd love it if you would consider becoming a member.
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Go to getupgradeplus.com, and you can sign up today.
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One of my favorite things here is that you're also going to be seeing new exercises because of this, which means that your workouts are going to be changing.
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I'm not doing the same stuff over and over and over again.
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It will help you keep up your momentum.
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So it turns out, Jason, that a couple of weeks ago, there was one team who forgot to get their press release ready in time.
00:20:25
◼►
Because today, Apple announced AirPods Max 2, which means the ones that we had before where they put USB-C on them, they weren't 2.
00:20:36
◼►
And this is actually the product that I was asking for when they released the USB-C version because they have finally put a new chip in these.
00:20:48
◼►
These are powered by the H2 chip, which means the AirPods Max 2 gets adaptive audio, live translation, conversational awareness, and better noise cancellation because they now have the better system on a chip along with some other features.
00:21:03
◼►
But they are now feature-wise in parity with AirPods Pro with some additional stuff because they can do lossless of a cable and that kind of stuff.
00:21:13
◼►
They now come in midnight starlight, orange, purple, and blue.
00:21:36
◼►
But I think these are the same, they did, that's, remember, because that's all they did with the last one is they put a USB-C port on it and changed the colors.
00:58:42
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I have a couple of things that are going back a little bit and a couple of things that are new.
00:58:46
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So Mark Gurman is reporting that the inside screen of the iPhone fold will in fact allow for two iPhone apps to be used side by side.
00:58:56
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What we're not going to get is iPadOS or windowing capabilities.
00:59:02
◼►
So while it's going to be about the size of a mini and a mini can have floating windows, that is not going to be what is happening in the iPhone fold.
00:59:16
◼►
And apparently there will be new developer tools in iOS 27 that will allow for iPhone apps to have sidebars that will help them look more like iPad apps.
00:59:27
◼►
I'm assuming when they're the only one on the inside display.
00:59:31
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I don't really understand this report because this is a size classes and these already exist and you can already have things if you turn your big Pro Max sideways where the sidebar will appear.
00:59:44
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I don't feel like this is really breaking any new ground.
00:59:46
◼►
Maybe there's a detail here that I don't understand that Gurman is elaborating.
00:59:51
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But of course, if you have an iOS app running on a big screen, you're going to be able to define an interface for it that uses that big screen.
01:00:01
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And one of the ways they do that is that the sidebars appear instead of being hidden off screen.
01:00:05
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And I guess that'll be for people who are doing iPhone only apps.
01:01:00
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And they just change because they've got a bigger display, which is what we're talking about here.
01:01:06
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So maybe this is more, they're concerned about a bunch of iPhone only apps and how they want to evangelize that to iPhone only apps so that when they run on this thing, they, because I'm sure there are developers who are like, I run into them from time to time on my iPad, right?
01:05:16
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I mean, I stopped using my Echo Show because it was so bad and just trying to sell me stuff.
01:05:20
◼►
And that's the thing is Amazon, Amazon's devices are not without capabilities, but the whole experience is just awful.
01:05:26
◼►
And I say that as somebody who's a Prime member and I ordered a lot of stuff from Amazon, but like Amazon only wants to view me as a, um, a person to be marketed to.
01:05:37
◼►
Um, I'm still waiting on this product.
01:05:40
◼►
I, I can't wait for it, but I'm not confident it will happen.
01:05:43
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I will say that this, this report, it's, it's giving more fuel to my personal theory that we're not going to see any of this Gemini stuff before we see iOS 27.
01:05:56
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I just don't think it's going to happen now.
01:05:58
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I think if we do, it will be minor updates, maybe even to existing features rather than the big stuff, which will be WWDC.
01:06:08
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One quote I found perplexing and fascinating from the smart government article on Bloomberg is John Ternus, senior vice president of Apple hardware engineering has been playing a central role in the smart home efforts and sees it as central to the company's future growth.
01:06:40
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And, and the key here is future growth.
01:06:42
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Like I think he believes that Apple can popularize smart home devices that have been, I mean, we've been in a smart home era for a long time now, but it's still like uptake is really spotty and they're very nerdy.
01:06:56
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And he'd say, this is an opportunity for us to enter a category.
01:07:01
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That's not very strong with a bunch of Apple stuff that is really focused at, at, you know, home control and doorbell and security camera and whatever else.
01:07:10
◼►
Like, and again, it's not central to the company's revenue, but it's central to the company's future growth.
01:07:16
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I can see that the idea that they could create a new category and generate new revenue growth, which Wall Street likes to see.
01:07:23
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And it makes you part of being an Apple customer that now your home is controlled by your iPhone.
01:07:30
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I mean, that's their, that's their great advantage.
01:07:32
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And again, their competitors aren't doing it.
01:07:35
◼►
Like, that's the other thing is there are, there are standout products here and there, but it's not like, you know, oh, well, everybody has an Amazon Echo now.
01:07:45
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And like, and I can tell you, like, they're bad, they're bad.
01:07:48
◼►
So there's plenty of opportunity here for Apple to try and redefine this.
01:07:53
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I don't know if it'll work or not, but like, I get where he's coming from.
01:07:55
◼►
I think that there's an opportunity here for Apple because I, I think the stuff that's out there is generally not good enough and they could do better.
01:08:01
◼►
I felt that way five years ago too, but you know, what took them so long, but apparently AI failing is one of the reasons it took them so long, but maybe they'll get there.
01:08:10
◼►
But apparently there is a HomePod mini and Apple TV update that are also waiting for Apple intelligence.
01:08:17
◼►
So if you've been wondering why they didn't do that either, that's why it's also holding those products up.
01:08:23
◼►
Ming-Chi Kuo has updated a previous report that he made on the production of what became the MacBook Neo.
01:08:29
◼►
So Kuo was reporting on this years ago.
01:08:31
◼►
It was one of the things that really lit the fuel into this product is going to be a thing.
01:08:35
◼►
Kuo had previously stated that he expected the second version of this product would have a touchscreen, but is now saying he does not expect that to happen in the 2027 product release.
01:08:46
◼►
I expect here that Apple is deciding to make touchscreen a premium thing on the MacBook Pro for a while.
01:08:54
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While it does make a lot of sense, I think, to put a touchscreen on the MacBook Neo, maybe give it a little bit longer.
01:09:44
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Remember, this goes back a long way to digit times in 2024.
01:09:48
◼►
So this has been hanging out there for a while.
01:09:52
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But, yeah, I think the touchscreen thing doesn't make sense to me.
01:09:56
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I would be surprised if we see a touchscreen on anything but the MacBook Pro for a little while.
01:10:01
◼►
And the information is reporting that Apple has decided, ultimately, to ask Google to set up servers for their future Gemini-powered Siri features that they're working on.
01:10:13
◼►
If you remember, there have been previous reporting that it was a consideration that they may use Google to power this rather than using their own private cloud compute infrastructure.
01:10:22
◼►
Apparently, Apple's made that decision now, and this is where they think they're going to need to go.
01:10:26
◼►
In this report, the information also shares that about 10% of Apple intelligence requests are going to private cloud compute and that their servers, they have servers that are essentially unused because of this, because of how little data they're getting.
01:10:40
◼►
And I wished I had taken screenshots of this, but I've been noticing over the last few days, I've not really changed.
01:10:48
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I don't think anything's changed, but maybe I've just been using Siri a little bit more.
01:10:52
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And I was so surprised at what I thought was still very basic questions that would say, go into ChatGPT to get the answer.
01:11:00
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Stuff like time zone conversions and things like that.
01:11:03
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Like, it was still going out to ChatGPT to get the questions for, to get the answers to those questions.
01:11:10
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And you figure, can private cloud compute not do this?
01:11:16
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So, yeah, I was, again, it's not great reporting because I don't remember the exact questions, but it happened like two or three times where I was genuinely surprised to see it say, asking ChatGPT for the answer.
01:11:30
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I do wonder, private cloud compute was in part created because Apple anticipated they'd be using their own models.
01:11:35
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And they have also been, I think, conservative about what they send to private cloud compute versus on device so that you can see that in that they're only using 10%.
01:11:43
◼►
And then Google announced their private infrastructure as well, which, since Apple chose Google, I suspect that what this means is that Apple feels like if they're using Google's models on Google servers, but it's in this private context where they can say, this is all private and secure.
01:12:07
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And Apple and Google don't know anything about your data and all of that, the same argument as private cloud compute, it's effectively the same.
01:12:15
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And I think that that's what they'll probably say.
01:12:17
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But the question is, in the long run, what happens to the private cloud compute infrastructure?
01:13:02
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So throwing that away and doing something new.
01:13:04
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Also, there was a piece that went around that I don't want to like super endorse, but Horace Daydew wrote a piece that went around, I think Gruber linked to it, about Apple's investment in AI and how Apple has not done the massive capital investment that other companies have done.
01:13:26
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And I mean, we've talked about this a little bit, too.
01:13:28
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We don't know where this AI thing is going to go ultimately and who the winners are going to be.
01:13:33
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And there's a thought like, well, if it's a bubble, Apple will have avoided spending all this money on something when the bubble pops.
01:13:42
◼►
If it's successful, but everybody's got a version of AI and you can just pay Google a fee to run Google's AI, Apple has avoided paying billions and billions and billions of dollars in infrastructure investments because they can just rent space on Google.
01:14:03
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It is like, don't get me wrong, Apple has tried to a certain degree and failed with AI.
01:14:12
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But what they haven't tried is massive infrastructure investments like some of the other tech companies have.
01:14:18
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And part of me thinks that that's because, this goes back to Luca Maestri, like saying, I'm not going to give you all of those servers that you want, John Jian and Drea.
01:14:28
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I think it was GPUs and that was just, yeah.
01:14:31
◼►
So Horace's argument is it might end up being that the Apple strategy works for them because they didn't need to spend all that money, especially on the hardware infrastructure, leaving their problems with their AI models aside.
01:14:47
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They don't need that hardware infrastructure.
01:14:49
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They can just pay Google a billion dollars a year for it instead.
01:14:53
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And I think that that's a possible outcome here, which is really interesting, that Apple ends up looking pretty good because they didn't join the rush that everybody else did.
01:15:03
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And I think the example here that is, I would have two examples here, which is XAI and Meta, where both of those companies are spending enormous amounts of money on infrastructure and on models.
01:15:21
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And maybe I'll be proven wrong, but I don't look at either of those two companies and think that they're going to make it on this.
01:15:27
◼►
And there was that conversation about how much money Meta, this is part of what Horace wrote about, conversation about how much money Meta spent on all of this AI stuff.
01:15:37
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And then they were also rumored to be talking to Google about using Gemini.
01:15:43
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That they seem to be so far behind that they may need to also use Google stuff for whatever it is they're building.
01:15:52
◼►
And I think there are too many companies spending too much money on hardware and on model development because they can't all win, right?
01:16:06
◼►
And I look at XAI and I look at Meta and I think there's no way.
01:16:13
◼►
And if that's true, and I'm just a person on the outside who only has a layman's view of this, but I'll just say I look at that and I think they have just wasted enormous amounts of money and they're never going to get there.
01:16:26
◼►
But they are diluting themselves into thinking that they're still players in this game.
01:16:32
◼►
And in that context, Apple not spending a lot of money on model development, and it bit them, I get it, and not spending an enormous amount of money on infrastructure could end up being okay.
01:16:55
◼►
They fired, or they're ushering out John G and Andrea.
01:16:59
◼►
They have a new strategy and they have a deal with Google.
01:17:01
◼►
But in the end, if they execute on the part that they haven't yet executed on, I'm just saying, do we think Apple was ever going to be a frontier model with an enormous GPU infrastructure for this stuff?
01:17:27
◼►
And meanwhile, they're just taking all that money and they're putting in the bank or they're buying shares or whatever they're doing to increase their stock price.
01:17:38
◼►
I think it's an interesting idea that maybe inside Apple, at least part of Apple understood Apple as a company and what it is good at and what it's bad at.
01:17:47
◼►
And maybe it was declining to buy all those GPUs.
01:17:50
◼►
Maybe it was saying, we're going to make a little private cloud infrastructure, but not a big one.
01:17:57
◼►
Maybe that was Apple understanding that it was never going to be Amazon or Google at that scale.
01:18:51
◼►
And instead of them being able to build their own large language model, they're the one that's licensing, and they never get to have the control and freedom that they would want.
01:19:00
◼►
Like, I'm simplifying it, but like, I can see there being a thing there of like, yes, I understand how complicated it is.
01:19:07
◼►
But it's not that it's not within their DNA to build their own.
01:19:31
◼►
What they aren't, and they never were, is Amazon, Microsoft, Google, and OpenAI building enormous server farms to crank out giant cloud model behavior.
01:19:50
◼►
I don't think Apple was ever going to be that.
01:19:53
◼►
I don't think Apple was ever going to do what was required, nor were they that interested in building out something like ChatGPT or Gemini, right?
01:20:01
◼►
Or anything that Microsoft and Amazon have in terms of their enormous cloud focus.
01:20:46
◼►
And that's why it can come across as a defensive Apple in a way that it shouldn't, because they did try to make a good model, and they flopped, and they fired the guy who was in charge of it, right?
01:20:57
◼►
But the other part of it, like, if it turns out that models are readily available for a fee, and cloud infrastructure is rentable for a fee, and that Apple doesn't need that model to be bespoke Apple model for them to compete, then they may get away with it.
01:21:15
◼►
But that's how I read it all, is that after all of this, Apple might get away with not having to spend all that money on all this AI stuff.
01:21:26
◼►
And I thought, I thought it was fascinating, because by any measure, Apple's AI up to now has been a complete abject failure.
01:21:32
◼►
I just think it's funny that they may get away with it in the end.
01:21:35
◼►
Or also, if you dig into history at a different point, maybe they buy a company like they bought Next, and they use that to power something.
01:21:44
◼►
Exactly. If there is a bubble that bursts, and there are companies that could be had somewhat on the cheap, I do think that that is not beyond the realm of possibility, that Apple would then swoop in and take somebody who's got a really great model and use it.
01:22:01
◼►
I think that that's another. And again, that would be in the category of Apple got away with it.
01:22:05
◼►
We'll see. We'll see. There's a risk that they didn't get away with it.
01:22:08
◼►
But if Apple fails because they didn't build their own model, fair enough, because that was a failure of theirs, a competitive model.
01:22:16
◼►
If Apple fails ultimately, because truly what mattered was having the giant cloud infrastructure to run models, I don't think Apple was ever going to succeed at that.
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◼►
This episode is brought to you by ExpressVPN.
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But also, if it's a free and open network, that's awesome.
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A thanks to ExpressVPN for the support of this show and Relay.
01:24:25
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It is time for some Ask Upgrade questions.
01:24:32
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Andrew wants to know, do you think it could be possible that Apple would create a desktop Mac with the same guts as a Neo, maybe a cheaper iMac or Mac Mini?
01:25:40
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The thing that I kept thinking, not to hijack Andrew's question here, but, like, the thing that I kept thinking was what this really shows you is that if you wanted to do a Mac mode on an iPhone or an iPad, you totally could, right?
01:25:56
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Not that we didn't know that already, but, like, it's an iPhone.
01:26:00
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Like, what it means is that other than disk space and memory or whatever, like, you could plug an iPhone maybe into a display and reboot into Mac mode, and it would be a Mac that would be perfectly fine.
01:26:13
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I don't think they're ever going to do it.
01:26:14
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But, like, they're making all these products out of the same component parts, so I think it's a great example of how powerful that phone in our pocket is.
01:26:23
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So, but I don't think they'll do a desktop with it, even though they could, because I just don't think they feel there's a need.
01:26:30
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Edward writes in and says, Jason, how excited are you to watch the two new Lost Doctor Who episodes?
01:26:36
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I also noticed you editing the Wikipedia article for the show.
01:26:40
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Yeah, I heard about this, like, minutes after it broke, and I thought, I went to look at the Missing Episodes page on Wikipedia, and then I saw that it wasn't updated, and I was like, well, I could update it.
01:26:52
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I could just press edit and update it, and that would be a fun way.
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And it also was a Thursday night, and Lauren was at work, and so I had nothing better to do.
01:27:09
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They're more of a historic interest than anything else, but I do love a missing episode.
01:27:13
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I'm more excited about the fact that they are finding, 60-plus years later, they are finding episodes that have been lost, that were in, like, somebody's collection in their attic, and they died, and they left them to a charity.
01:27:28
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It's a charity that is designed to do just this.
01:27:34
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It's generally called Film is Fabulous, and the whole idea is there are all these collectors who have this stuff, and they know that nobody else has seen it, but they love that they've got it, and nobody else does.
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They're all very old and dying, and so this charity exists to remind them that even if their kids and grandkids or whatever don't care about their collection, they care, and they will take good care of it and find good homes for the stuff that is special.
01:27:59
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And it's a smart way to, like—it's almost like a little bit of a social game of, you know, we are going to create a safe place.
01:28:08
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Also, some of them feared legal repercussions, like, I'm not supposed to have this, and I possess it, so am I going to get in trouble?
01:28:16
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So it's a cool idea, and in this case, it's somebody who died, and they were a collector, and Film is Fabulous went through, and they found these two episodes of Doctor Who that literally haven't been seen since the 60s, and were thought completely lost.
01:28:30
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And they're back, and so I'm excited by the concept of it, and sure, I'll look at them when they're available, but also that black and white Doctor Who from that era where they recorded an episode every week was not that exciting.
01:28:46
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But I love the idea of bringing back these lost episodes when there were—there are still, like, so many episodes from the 60s that were junked, because the BBC saw no future in re-watching old episodes of anything, so they just, like, threw them—threw the videotapes away.
01:29:04
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Or wiped the—my favorite is they wiped some of the videotapes so they could use them again.
01:29:36
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But this episode never went overseas, so how this all came to exist, it's kind of a—so I just love it from a historic standpoint,
01:29:43
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because William Hartnell, Black and White, Doctor Who, it's fine.
01:29:46
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I mean, it's just—it's a fascinating document.
01:29:49
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I like thinking about how Star Trek, the original, was being made at the same time as those Doctor Who episodes, and, like, there are documents of the 60s.
01:29:57
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I found on the Film is Fabulous website, they have, like, some statements on Doctor Who, and it seems like they may have caused a bit of a kerfuffle in the community, because they've issued multiple statements.
01:30:06
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One of them is very funny to me, where I think—I'm not sure if they're intending it to do this, but it's doing the exact opposite, I think, that they're trying to do.
01:31:45
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So, yeah, it's a fun, I just love the topic.
01:31:47
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Again, I don't love the missing episodes so much as I love the topic of trying to find, try to coax these film collectors to give in their secret thing that nobody has seen in 60 years.
01:32:48
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I don't think they're going to do that.
01:32:49
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Especially when there's so much precedent for them doing exactly what you're saying.
01:32:52
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Of like, there's now another MacBook Pro in the lineup, and it will be there until the middle one goes away.
01:32:59
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Also, I mean, it's also possible that they'll do something weird like bifurcate, where there's like a smaller one that's in the old style, and there's a larger one that's in the new style, that like only one size gets the OLED touchscreen.
01:33:15
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Yeah, I think we'll end up with the MacBook Pro line will be the 14-inch with the regular processor, the current 14 and 16 with the M5 and whatever, or whatever chips they put in it.
01:33:26
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And then there will be another 14 and 16 with OLED touchscreens.
01:33:51
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I just think they might do what they did with the MacBook Air, right, when they redid that, of like, this is more expensive, and you can still buy the old ones.
01:34:42
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Now, I believe, if I could go back far, there has been a time, I think, during COVID, but what we did, we did not include picks about that thing.
01:34:52
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I do not remember this in detail, but COVID timelines were so weird that I think there was something that you knew about, and then potentially, by extension, I knew about.
01:35:43
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I have been on podcasts where I have had to talk about it based on what I learned not under embargo and not talk about any of my personal experiences.
01:35:53
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I've had it where I had to say, you know, here's what my speculative story about what an A16 MacBook would be like in terms of speed when I actually know exactly what the MacBook Neo is like.
01:37:06
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Those were embargoed for the next morning at 6 a.m.
01:37:11
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So when Apple does news embargoes where they're literally telling you things about products that have not been announced, those are much rarer.
01:37:20
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And because like I'll tell you, the iPhone doesn't get embargoed for news.
01:37:26
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People show up and they tell you and everybody is surprised.
01:37:30
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But for Macs and stuff like an iPad, sometimes that'll happen where they're giving you the news in advance and you write up a story so you don't have to do it like right then.
01:37:39
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So I ended up sitting by the pool and wrote two stories about one about the MacBook Air and the Sky Blue and one about the weird Mac studio.
01:37:52
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Could those theoretically interfere with a draft?
01:37:55
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I mean, yeah, but it's extremely unlikely because those are rare embargoes and it's very unlikely that they would occur with a podcast recording happening between the embargo, let alone a draft.
01:38:10
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So, you know, I'd say the most that it happens is I know there's something that I've been scheduled to be briefed on when we do the draft.
01:38:20
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In fact, this is true of our last draft.
01:38:22
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I didn't just have a briefing about the product that got announced Monday morning.
01:38:28
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I knew I had a briefing Tuesday morning.
01:38:31
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I didn't know what it was and all the rumors were out there anyway.
01:38:36
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So I didn't have any facts, but I did know that I had a briefing.