265: ‘Thompson’s Razor’ With Ben Thompson
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just kicked out the cord to my MacBook Pro.
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And guess what, it's not a problem,
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'cause I'm still using a 2014 MacBook Pro with MagSafe.
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- There you go, there you go.
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- You know, I was thinking about this.
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- Brilliant invention.
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- I'm still getting feedback from people
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about that Brian Chen iPhone.
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I don't know if you listened to me and Nely
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on the Vergecast podcast.
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- I did, I did.
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I mean, I enjoy the two of you always,
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but I knew you were gonna tell that article,
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so I made a special flight to make sure to listen to it.
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- Well, I also think, wasn't that the one too,
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where we sung your praises?
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It was disgusting.
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- I think you might have said something kind.
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I do appreciate it.
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- Yeah, it made me sick.
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I knew you were gonna listen too.
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Son of a bitch.
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But anyway, one aspect of this is like the whole theory
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that people like me and Neelai and other people
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who write these reviews are cheerleaders
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telling people to go by the newest thing by the newest thing by the newest thing
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just isn't true and the fact that I'm using a 2014 MacBook Pro it's literally
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five years old at this point I believe I even bought it around this time of the
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year in 2014 so I'm using a five-year-old laptop right now literally
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to record this show I've been typing almost everything I've written for the
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last year or so on this machine I still love it it is it is I need to write like
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a five-year review of this thing because I do believe that it is the single greatest
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computing device I've ever purchased in my life. I love it.
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I had the exact same generation and I also loved it and it was absolutely fantastic.
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Then I dropped it and now I have one of the new MacBook Pros and I don't like it nearly
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as much. I can promise you that.
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Do you know what it has that's wrong? I don't know if you've seen this. I know
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Syracuse had it and other people had it. It was a known issue that Apple had a support
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page up around the display, the black bezel around the display. It is there's some kind
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of adhesion that keeps the plastic surface to whatever's behind it. And at some point,
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I mean, at this point, I've had it I've had the problem longer than I didn't have it,
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you know, three, three years ago, maybe more. It's it looks like the screen needs to be
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cleaned. Like it looks like something you could just wipe off. Yeah, I know exactly
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that is. I didn't realize it yet. No, I had that for sure. My thing was unfortunately
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I put on, I liked the messenger bag style. I think it's much more convenient for putting
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stuff in or out. But I like carrying things as a backpack because I destroyed my back
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carrying around a messenger bag back in business school. So Toomey makes this great bag where
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you use it like a messenger bag but it has backpack straps and also has a little thing
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to put over your carry on. It's perfect. It's a brilliant bag.
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So when you're actually walking great distances, you can wear a backpack and then right before
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you meet people, you can turn it into a messenger bag and look a little bit cool.
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No, no, no. I don't carry the messenger bag strap, but it does have briefcase handles
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so you can carry it or whatever. But I have no shame, so it's fine. But I put it on,
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because the zipper's on the side, and I hadn't zipped up the computer part where
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you put the computer in. So I throw it over my shoulders and the computer goes flying
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out the side. And that was the end of my beloved… I think it was 2015, the last year that they
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had that model.
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That was their one of my beloved 2015 13-inch MacBook Pro.
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And I could even be misremembering. Mine might be a 2015. Actually, I guess I can just go
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to… what about this Mac?
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I think it's 2014. You've talked about it before.
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Yeah, mid-2014. All right. I just psyched myself out of it. But anyway, I've had this
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adhesion problem around the bezel for like three, four years even. And Apple had a page
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they and it was a known defect and their thing was just bring it into the store. We'll take
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one look at it as soon as we eyeball it, we will take your MacBook away and fix it. I
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don't want them to fix it. I don't want to be without it for a day. And I kind of have
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grown, I went through the stages of grief with, you know, some kind of physical defect
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on it where now I feel like it's charming. And it doesn't affect the pixel area. So
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it's not like there's a section of my screen at the right side where I'm looking at a
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defect. It really is only most noticeable when the screen is off. It's like, how often
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do I look at the screen when it's off? As soon as I lift the lid, the screen comes on.
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So no, it's funny. You met, I totally had that problem. I like, I, now that you mentioned,
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I didn't, I didn't even know what it was either. I just kind of ignored it. Yeah. Cause
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You're right. It wasn't on the screen. It looked like it was dirty and it didn't really matter
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So yeah, it looked like a weird stain like you spit milk on your screen or something. You know, it's like
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But it really did the first time I noticed it it really looked I really was like a Lady Macbeth moment where I was sitting
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There like, you know like huffing on the screen that you know and then like potty like I better go get the the serious
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screen cleaner
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and nothing worked and I'm like what the hell and then they're like Google it and say god known defect and then like
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As soon as I found out it's a known defect and I see apples policy. They will fix it
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I immediately stand up and think like well, I'm gonna walk to the Apple Store right now and then I thought about it
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I don't want to be without this machine, you know
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There's like I have a big and I think you subscribe to the same theory with my with my max
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I have a very strong if it ain't broke don't replace it
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Don't don't replace it and don't update the OS
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until you absolutely have no choice.
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I didn't used to have that opinion with their OS. I guess I would never update on
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day one of a major new operating system, but I would upgrade quickly. But now I'm…
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I don't think I upgraded to Catalina. No, not Catalina. Catalina is the next one.
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I'm sick of these goddamn names. I'm 10-14. I didn't upgrade to 10-14 until like June.
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Yeah, no, same here.
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It disrupts your day for like an hour, hour and a half.
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This frustrates me about the way Apple has dealt with it.
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The Mac is a pure work machine.
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I don't use it really for anything other than work.
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I use my phone for almost everything else.
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There's a certain number of things I need the Mac to do and do them very, very well.
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I don't need anything else and I want them to do it perfectly and to never disrupt anything.
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Like that's all I want from the computer.
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Like I don't need any bells and whistles,
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anything along those lines.
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All I want is to see those things.
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And once it's set up and it's doing those things,
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I don't wanna mess with it.
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- Yep, no, I feel the same way.
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And I don't know, I will probably upgrade
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to Catalina earlier than I did 10.14.
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Because I'm stupid, but. (laughs)
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But there are some things in Catalina
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that I really do wanna use.
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I do feel like there is one huge tent pole feature
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in 10.15 Catalina.
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and that is what they're calling sidecar, which is the ability to use an iPad, either
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wirelessly or connected, like by a USB cable, as an external display. And then you could
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like draw on it and stuff like that.
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Yeah. No, I used to use Duet. I think I still have Duet. During the summer, I'm usually
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back in the States most of the summer, and I will occasionally, especially during earning
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season when I'm looking at spreadsheets and stuff like that. I have a 13-inch iPad and
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I will use it just as a screen. Duet doesn't do the whole touch thing. It's just a secondary
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display but it is very useful.
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And then there's the third-party thing called Luma Display.
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Yeah, that's the one that actually does incorporate the touch stuff. That requires a kernel extension,
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No, sort of. So, Luma Display is a very intriguing product. I would still encourage people to
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look at it and consider it. There's a very strong chance that this sidecar thing in Catalina
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is going to Sherlock them and put them out of business or at least put that product out
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of business. But the idea with Luma, I think it was a Kickstarter and if it wasn't Kickstarter,
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was, you know, Indiegogo or one of those similar things, but they raised money. It was a hardware
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and software product. So there's two things that could go wrong. And they completely pulled
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it off. I believe they were on time. And it works exactly as advertised. So it's like,
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oh, yeah, they're totally wireless. Whereas Yeah, the duet required a cord. And the other
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thing with duet is the duet didn't fill the screen properly. Whereas just looking at the
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website of the Luna display, it Yeah, it clearly looks like a much more Yeah, a much, much
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much better product than what I was using.
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So it's super clever. So the hardware part is a dongle and you have to buy the one for
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your machine. So they have a DisplayPort one or whatever it's called for like an older
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MacBook Pro like mine and a USB-C one for the newer ones with Thunderbolt. And you know
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how you can plug an actual external display into those ports. Well, this is just a little
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dongle like what used to come with like a mouse. You know, like you'd plug a thing into
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USB-C or like a clicker for a presentation and you'd put a little wireless thing into
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your USB port and it only sticks out a little tiny bit but it goes into display port. By
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which I mean lowercase d, lowercase p, display port, the port on your computer that thinks
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it's for displays. So as soon as it goes in, your Mac thinks a display has been plugged
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in and says, "Okay, now you have an external display." But it's just a little wireless
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dongle that communicates to their app on your iPad and all of a sudden, boom, your iPad
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is an external display for your Mac. The kernel extension part is without installing their
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kernel extension, you don't get retina.
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Chuck Liddell You don't get retina.
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Jay Haynes Retina, oh, that's what it is. Okay.
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Chuck Liddell So the iPad shows up with non-retina graphics.
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So every pixel is actually four pixels on the display.
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And in a weird way, when you have a retina display showing a non-retina thing, to me
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it looks worse than an actual non-retina display.
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Because if you have an actual non-retina display, like an older iPad pre-retina, the pixels
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So the fact that it doesn't look as good as retina, but there's a fuzziness to it
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that kind of, it's like de facto anti-aliasing almost.
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Whereas when you have a retina display
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and it's using four pixels to show one pixel,
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the pixeliness is super sharp.
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It is very pixelated.
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And I just didn't, I bought it to support them.
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I, you know, idiot that I am,
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it's like, ah sure, I'll spend 200 bucks
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or whatever it was to see if this works.
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And then I saw that it worked.
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And it's not that I don't trust them.
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I believe that the team is like former Apple engineers. And I know people who use this
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product and have the kernel extension displayed, and I've never once heard of anybody saying,
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"Yeah, I crashed my machine," or anything. No problems at all. So I'm not even bad-mouthing
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it. I just didn't feel like installing it. So I didn't use it.
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It's $70 for the record.
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There you go. $70. So it's something for people to look at. But anyway, it might be
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put out of business, unfortunately. We'll see what they do. But anyway, so I'll probably
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upgrade to 10.15 earlier than later.
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I'm just hoping that those new MacBook Pros come out because I will be first in line to
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get them. The problem for me is I've committed to a certain deadline, so I have to write
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four days a week. And so to travel with the constant fear that my computer is going to
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stop working. It just drives me up the wall. I feel like this current computer I have is
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just like a constant low grade worry, like all the time. If I see some speck of dust
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fall on it, or like, I just like...
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Wait, which one do you have? What is your laptop?
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I have the MacBook escape. So the one with only two ports and non-touch bar.
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Is it the new one? Like the one that was updated?
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No, no, it's not. It's 2017 maybe, something like that. So yeah, so it has the old, I think
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it's the second generation, but it doesn't have the membrane or whatever it is. But the
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other thing too is I feel, I'm just getting older, and the 13s are nice, but I feel, especially
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those summers when I'm using it every day. I'm like, "Yeah, I could use a bigger screen
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here." So anyway, I never fixed my screen. I don't want to now. It's charming to me.
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So I'm rocking it until Apple comes out with a MacBook Pro that I feel is appealing, hopefully
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soon. So maybe this beloved computer will be retired soon. I don't know. But anyway,
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I kicked the cord out. And every time that happens, I think, "I wonder what the hell
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I'll do when that's a USB-C thing and it's gonna like is it gonna yank my whole
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table I haven't heard a lot of stories from people like like it when when Apple first went
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USB-C only for power and everything and got rid of magsafe with these there was lots of people saying wow, that's a shame
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I loved magsafe seems like an odd feature to do away with
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but I haven't really heard stories from people like
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Son of a bitching because they kick the cable and their laptop fell over the fell off the table or desk and broke
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I haven't heard that so maybe the cable, you know the USB C cables
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Come out easily enough. I don't know
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Yeah, I think they do come out easier. I yeah, I've I've found to be
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Less of an issue than I thought as well and actually it's nice in some ways
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I again one of my biggest cases is on airplanes and
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it's more likely they're just gonna kind of knock out the mag safe there and
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When you don't want to and in this case the fact that it's a little sturdier is is a nice thing
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I could and I would imagine having it on both sides
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You could plug it on either side would be pretty handy, but the one I have only has ports on one side
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So it's it's kind of a moot point. Yeah, the two side thing would be nice, but you don't have it
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Well, I I mean, I mean I just I have no desire for a touch bar
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So but that's the that's what we'll see. Do you think the 16-inch or whatever this rumored new one is gonna have a touch bar?
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That's a good question. I think yes, and I wonder though because
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It seems like universally the touch bar is considered either
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I don't know anyone that likes a touch bar like literally. I don't think I know a single person
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I would say the range of opinion only goes from
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despising it to
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And I don't know anybody who actually likes it like to me the the best sentiment
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I can I know of anybody who has about it is yeah, yeah, that's okay. You know it's yeah
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It's fine. It's fine. Where's the whereas I know other people who?
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Truly just truly despise it well
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It's interesting because they did dump the 3d touch on the phone which which I really liked. I'm
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I'm disappointed that it's gone
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I can understand like anything that's not discoverable is just sort of fundamentally problematic so I can understand why it's gone
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But I I do I really like that phone 11 if the thing to say it's a it's a great phone
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The camera is obviously amazing. I feel particularly great because I have the I have the green model with the
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Yellow gold leather case so it has my green factors colors
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Looks very sharp very sharp
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But I do miss 3d touch a lot like a lot more than I expected
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well, and the shame of it is
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That we should skip have iPhone 11 as an entire topic so we can
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table most of this for that but but I feel the shame of it with 3d touch is that
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It's like now it's gone in all of the new phones
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And so the future is clear that iOS devices. It's this haptic touch going forward
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But the worst part is that for devices that do have 3d touch like a year-old iPhone. It's finally
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implemented the way it should have been all along
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I've been us. I don't know if I've written strongly enough about it
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But all along I have thought the the discoverability is a bit of an issue, but I feel the bigger problem is the
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has always been the
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overloading of similar
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That's right, because you had both long press and you had 3D touch at the same time.
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That's a great point.
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Yeah, you should only have one of the two.
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And it'd be great if the only one was 3D touch instead of the only one is long press.
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So just look no further than the home screen, an aspect of the iPhone that everybody has
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to deal with in some way.
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And a long press on an icon put you into jiggle mode to delete or rearrange apps, and a 3D
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touch got you the shortcut menu.
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But that is a really fine distinction in terms of-- I have always thought that 3D Touch should
00:17:21
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just be a faster way to do a long touch.
00:17:25
◼
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It's a long touch without waiting for the long.
00:17:27
◼
►
You can just skip that delay.
00:17:29
◼
►
And now that's what it is if you still have a phone with 3D Touch, which is awesome, which
00:17:33
◼
►
is what it should have been all along.
00:17:35
◼
►
And it's unified the interface, and it's the same set of things.
00:17:38
◼
►
And I have a new iPhone, and so I'm stuck with the delay.
00:17:42
◼
►
And it really does annoy me.
00:17:44
◼
►
I heard the ATP guys bitching about it.
00:17:46
◼
►
I think I'm an episode behind now,
00:17:48
◼
►
but their second to last episode was the episode
00:17:50
◼
►
where Casey and Marco had just gotten their new phones
00:17:55
◼
►
and were maybe even like the day or day before
00:17:59
◼
►
they recorded and they were both being driven nuts
00:18:01
◼
►
by the delay on the home screen
00:18:03
◼
►
when you press and hold on the camera button.
00:18:05
◼
►
- Well, the lock screen.
00:18:07
◼
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- Lock screen, I mean.
00:18:07
◼
►
- Lock screen is particularly annoying.
00:18:09
◼
►
- That's what I meant, lock screen.
00:18:10
◼
►
You kind of get used to it after you've had the phone
00:18:13
◼
►
for a week or two, but not really.
00:18:16
◼
►
I mean, it always seems like it should be faster.
00:18:19
◼
►
And it is very, very strange that the phones are literally,
00:18:23
◼
►
they literally have the fastest single core performance
00:18:27
◼
►
of any computing device Apple has ever sold.
00:18:30
◼
►
So on, you know, the iMac Pro is definitely
00:18:33
◼
►
a faster computer at multi-core stuff.
00:18:35
◼
►
And that's really what the pro workflows are optimized for.
00:18:38
◼
►
So it's not a faster computer overall than an iMac Pro,
00:18:42
◼
►
but on single core, which a lot of things you do
00:18:46
◼
►
are on one thread, it is the fastest computer they sell.
00:18:50
◼
►
It's a phone, a cell phone,
00:18:52
◼
►
that is the fastest single core computer Apple sells.
00:18:55
◼
►
And yet, getting to the camera takes longer,
00:18:57
◼
►
which is very frustrating.
00:18:59
◼
►
All right, let me take a break, thank our first sponsor.
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My thanks to Squarespace for their continuing years-long support of this podcast.
00:21:09
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►
Hey, speaking of new laptops, Microsoft had an event two days ago, I believe.
00:21:23
◼
►
Where was it?
00:21:24
◼
►
This is right.
00:21:25
◼
►
Where the hell did they even have it?
00:21:26
◼
►
I was in New York, in New York City.
00:21:27
◼
►
So you were down the road.
00:21:28
◼
►
Yeah, I should have gone.
00:21:31
◼
►
I don't think to ask for things like that until after the event.
00:21:38
◼
►
But it was really interesting.
00:21:41
◼
►
You were up late, as you are right now.
00:21:43
◼
►
I was up early.
00:21:44
◼
►
I was following along live.
00:21:51
◼
►
I thought it was an interesting event.
00:21:52
◼
►
I think they're doing some interesting stuff.
00:21:54
◼
►
And then at the very end, I think that they blew it.
00:21:58
◼
►
But you commented, I know we were chatting with each other, that one of the first things
00:22:03
◼
►
they did, and I don't know which segment it was, if they were talking about their laptop
00:22:06
◼
►
or their two-in-ones with the detachable keyboards, but they made a pointed reference up there
00:22:12
◼
►
in front of the audience that one of the things they would never compromise on is the keyboard.
00:22:19
◼
►
We want to make sure that it always works. It's always there for you. Your computer
00:22:23
◼
►
is something you can trust. And then what was great is not only did the presenter say
00:22:28
◼
►
the keyboard, but before he said the keyboard, the slide like cut to the keyboard. So it
00:22:33
◼
►
was like, it was like first a visual reminder and then like the pregnant pause and then
00:22:38
◼
►
the actual statement of, of for example, the keyboard.
00:22:43
◼
►
So I mean, the only thing they could have done to make it more clear would have been
00:22:46
◼
►
to like pause the whole thing and start winking. To know what
00:22:54
◼
►
they're referring to. And, you know, that's fair game. You
00:22:59
◼
►
know, Apple did this to themselves. You know, it's is a
00:23:03
◼
►
legitimate, you know, like, Microsoft has had some ham
00:23:06
◼
►
fisted marketing, to say the least over the years. I mean,
00:23:10
◼
►
they held a funeral for the iPhone at one point. And they
00:23:14
◼
►
literally had a funeral procession marching around Redmond, Washington. Turns out iPhone
00:23:21
◼
►
wasn't dead at the time. Turns out. But this keyboard thing with MacBooks is a legitimate
00:23:30
◼
►
issue and we can argue about the severity of it. Certainly it seems as though it has
00:23:36
◼
►
been mitigated to some degree finally with this, the combination of the membrane and
00:23:43
◼
►
quote-unquote material change that they made over the summer with the current keyboards if you go
00:23:49
◼
►
in and buy one today or if you get your old one serviced but they're not great keyboards period
00:23:55
◼
►
in my opinion i even if your key work as they are designed on your keyboard i just don't think
00:24:01
◼
►
they're great keyboards so i feel like and to me as a writer uh the keyboard is very important
00:24:08
◼
►
I'm also very picky about my keyboard, so it's even more important.
00:24:12
◼
►
And there are an awful lot of people out there, maybe their business card doesn't say writer,
00:24:16
◼
►
but there are certainly an awful lot of people out there whose day-to-day work involves a
00:24:20
◼
►
lot of typing.
00:24:22
◼
►
That is just what it means to be a worker in our generation, in the world today.
00:24:28
◼
►
You send emails, you do presentations, you're in Slack, or I guess in the Microsoft world,
00:24:33
◼
►
you're on Teams or whatever they call their thing.
00:24:37
◼
►
doing work are doing a lot of typing. So that's fair game, good for them. And Microsoft has
00:24:44
◼
►
always made good peripherals. We know they've always made good mice.
00:24:50
◼
►
I have a Microsoft keyboard sitting in front of me right now.
00:24:52
◼
►
You are a devotee of the Microsoft keyboard. What's it called? Is that the one that Marco
00:24:58
◼
►
The Sculpt. Yeah, the same one as Marco. Yeah, the first version of the Sculpt keyboard.
00:25:02
◼
►
It's a great keyboard. It's just a great keyboard. The keys are great. My wife has
00:25:12
◼
►
a Surface laptop also. It's a great computer. I didn't like the look of that weird felt
00:25:21
◼
►
sort of thing, but actually, once you actually use it, it's not nearly as bad. Actually,
00:25:24
◼
►
she has this blue color that looks quite sharp. The keyboard is great. The hardware is fantastic.
00:25:31
◼
►
actually, you know, Microsoft laptops, they actually have good trackpads, which is always
00:25:37
◼
►
like a bugaboo on PCs in general. Like the hardware is really, really, really good. I
00:25:42
◼
►
mean, obviously, it's Windows, it's not Mac OS, and that's, you know, for many folks,
00:25:47
◼
►
a deal breaker. But as far as just the pure hardware goes, I think given this keyboard
00:25:52
◼
►
issue, I think it's pretty safe to say that Microsoft makes the best laptops in the industry.
00:25:59
◼
►
They do. There's nothing—they work—it's what they said. So, they look great, they
00:26:05
◼
►
have a better port selection, they have great screens, they have great keyboards, they have
00:26:09
◼
►
great trackpads.
00:26:10
◼
►
It's a fair shot.
00:26:12
◼
►
And that's a recurring theme in my writing for years, ever since I've been doing it,
00:26:17
◼
►
that for me, the OS is primary and the hardware is secondary. And I've always said that
00:26:23
◼
►
I would much rather, by far, without a moment's hesitation, use macOS on PC hardware than use
00:26:31
◼
►
Windows on MacBook hardware. And the same way with iOS and Android, but it's far stronger of
00:26:37
◼
►
a preference, Mac versus Windows, than Android versus iOS. Even now, that's a strong preference.
00:26:45
◼
►
It's funny because in many respects, that's what a Surface is. It's basically MacBook quality,
00:26:50
◼
►
but it runs Windows.
00:26:52
◼
►
But I'm fully cognizant of the fact that there are many people who don't feel that way and
00:26:59
◼
►
have either through ambivalence or through deliberate choice in the software that they
00:27:07
◼
►
choose to use can switch between platforms rather easily. Certainly, if you have a mostly web
00:27:16
◼
►
app workflow, it's almost trivial to switch from one OS, you know, Windows to Mac to Chrome OS,
00:27:25
◼
►
because you're just using browser tabs. And there's, you know, people who use real apps who
00:27:32
◼
►
still don't, you know, are fed up, you know, I get email from people who are like, you know,
00:27:36
◼
►
I've been a Mac user for a while, and I had a bum keyboard, so to hell with it. I bought
00:27:41
◼
►
some Windows thing, and I'm very happy with it.
00:27:45
◼
►
So there's certainly a lot of people like that, and Microsoft is certainly pitching
00:27:50
◼
►
And it's more than just that the hardware is good, too.
00:27:52
◼
►
The other thing that I always thought was part of the Surface appeal—and you wrote
00:27:59
◼
►
about this this week on Stratechery and your coverage of the Microsoft event—is why do
00:28:04
◼
►
they even make hardware, right?
00:28:05
◼
►
It's a good question, right?
00:28:07
◼
►
And it's certainly not important to Microsoft financially.
00:28:10
◼
►
I always thought I thought the one thing maybe you didn't mention in your coverage was that
00:28:13
◼
►
part of it was I think internally they were just a little fed up with all the shovelware
00:28:18
◼
►
and crap where that all the OEMs put in that in the same way that why Google makes the
00:28:24
◼
►
pixel hardware I feel like Microsoft makes the surface stuff as to at least have one
00:28:29
◼
►
set of here's high quality hardware with Windows as we meant it to be used by the user.
00:28:35
◼
►
Yep. That was definitely a part of it. And not having the crapper on it, and also just
00:28:42
◼
►
the little stuff, like I mentioned the trackpad thing, like the, just all this small stuff
00:28:48
◼
►
works right. There's attention to detail throughout the machine. And for sure that
00:28:53
◼
►
was a motivation. The reason why I've always been a big critic of Surface generally, it's
00:28:58
◼
►
a very sort of like, it's just because the origin of Surface, and this is something I
00:29:03
◼
►
this week. I mean, it was such a delicate there. The reason we started Surface seven years ago,
00:29:08
◼
►
and it was all total BS, because I was there at the time. And so in the day that I went back and
00:29:16
◼
►
linked to Steve Ballmer's presentation, which was, there was all about Windows, Windows, Windows,
00:29:21
◼
►
and Surface. Surface was a manifestation of Windows, and Windows was the center of Microsoft,
00:29:25
◼
►
etc, etc. And that part of Microsoft needed to die. Like, it needed to not be a company about
00:29:31
◼
►
Windows. And so that was why I was always against the Surface because in my mind, Surface existed
00:29:37
◼
►
because it was meant to be a physical manifestation of Windows. And anything Windows related needed to
00:29:42
◼
►
die. And now I'm like, you know, well, the Surface, honestly, it's not that big a deal. It's $6 billion
00:29:48
◼
►
in revenue. Microsoft did what, 120 billion last year or something like that. And you know, the
00:29:52
◼
►
margins are much smaller than the rest of the company. But you know what, Satya Nadella killed
00:29:57
◼
►
Windows. It's one of the most incredible sort of corporate change jobs ever, the way he really
00:30:04
◼
►
transformed the culture there. And so you know what, if they want to mess around making hardware
00:30:08
◼
►
and very good hardware at that, and frankly, from what I can see, they seem to be pretty popular. I
00:30:13
◼
►
mean, I see them around, fair bit, probably more than the other PCIC. That's fine. It's fine,
00:30:21
◼
►
because like the the reason I worried about Surface's existence is gone and all those other
00:30:28
◼
►
reasons like we want to have actually have nice PCs and we don't want to have much of crap we're
00:30:32
◼
►
on it and we want to sort of have more control and hey we'll we'll take that extra bit of margin if
00:30:37
◼
►
we sell into the corporate place where we get the hardware margin and the software margin that's
00:30:40
◼
►
fine it's great I I'm glad they're doing it and and you know what I'm glad someone is up there
00:30:46
◼
►
making fun of Apple or having for having shit keyboards because heaven knows Apple deserves it
00:30:49
◼
►
so good for them. Yeah, and it's sort of like, in a way, you're right that what Nadella has done
00:30:59
◼
►
is truly extraordinary because, and I think if you want to boil down what was the reason for
00:31:06
◼
►
showing Balmer the door and switching, you know, putting Nadella in, I mean clearly there were
00:31:13
◼
►
several strategic shifts that Nadella introduced, but I think if you really want to boil it down to
00:31:19
◼
►
a nut, it was weird. It's no longer Windows first.
00:31:26
◼
►
That's right. That's absolutely right.
00:31:28
◼
►
And it's not like Windows has been put in the ash heap. They still…
00:31:32
◼
►
No, they still make a lot of money off of Windows, right? Which is fine, but it's
00:31:36
◼
►
not the driving force of the company like it was.
00:31:39
◼
►
No, but in another sense, by focusing on what was important, like Office productivity apps
00:31:46
◼
►
And the Azure stuff is certainly very important to them too.
00:31:50
◼
►
The cloud stuff is very successful.
00:31:52
◼
►
But like with the Office stuff, in a sense,
00:31:56
◼
►
the strategy hasn't changed at all.
00:31:58
◼
►
The idea, the old idea was we'll have Windows everywhere
00:32:01
◼
►
and therefore we'll be able to have our apps everywhere.
00:32:04
◼
►
Well, their apps are still everywhere.
00:32:05
◼
►
And it's, in fact, there are more places
00:32:07
◼
►
because now they're, you know,
00:32:10
◼
►
I think when Ballmer was still there,
00:32:11
◼
►
they were still sort of sitting on iPad apps
00:32:14
◼
►
that for Office that they had that were like ready.
00:32:17
◼
►
Yeah, that's right. They were built under Balmer, but he wouldn't release them until the Windows
00:32:21
◼
►
version is ready. And so when Nadella came in, the first presentation he did is about a month,
00:32:27
◼
►
month in, month, two months in, was Unveil Office for iPad. And it was, it was a, and yes, they were
00:32:34
◼
►
built under Balmer. And maybe by the end, Balmer said, "Okay, fine. I'll let this sit until you
00:32:38
◼
►
come out." I don't, I mean, who knows what the mechanics were, but it was such a perfect sort
00:32:42
◼
►
of like coming out party for Nadella. Do you like, like, no, like Windows doesn't call the shots
00:32:47
◼
►
anymore. Right. And you know, it was an important way of saying it was symbolic, right? And it was
00:32:53
◼
►
sort of like, exactly. You know, Steve Jobs did the same thing when he came back to Apple in 1997.
00:33:00
◼
►
Well, that's such a great analogy. I wish I would have made that before. You're right. It's the
00:33:03
◼
►
exact same thing. It's the exact same thing. And what Jobs did was launch the Think Different ad
00:33:09
◼
►
campaign. And because it was he wanted to say he wanted something
00:33:13
◼
►
out the door that said, Hey, Apple is different now. There's
00:33:17
◼
►
a new there's a new team in town. And a product takes too
00:33:20
◼
►
long, right? Because it jobs and the next crew came in, and they
00:33:26
◼
►
had years of work ahead of them. They underestimated it, of
00:33:30
◼
►
course, because everybody underestimates how long software
00:33:31
◼
►
is going to take. But what we now know is Mac OS X didn't come
00:33:34
◼
►
out till 2001. It was four years ahead.
00:33:37
◼
►
It wasn't really usable until 2003.
00:33:39
◼
►
Yeah, and the iMac is the more important thing.
00:33:43
◼
►
But the iMac, they had to start from scratch when Jobs came in and realized that there
00:33:47
◼
►
was this guy named Johnny Ive and a great industrial design team.
00:33:53
◼
►
They got working on it very soon, but they still had to wait for it.
00:33:55
◼
►
So what could they get out the door quickly?
00:33:57
◼
►
An ad campaign.
00:33:58
◼
►
Well, Nadella, luckily enough, had these iPad apps there ready.
00:34:04
◼
►
Just polish them up.
00:34:05
◼
►
Let's get them out.
00:34:06
◼
►
It'll tell the world, hey, there's a new team
00:34:09
◼
►
running Microsoft, we have a new strategy.
00:34:11
◼
►
But if anything, the let's put our office apps
00:34:14
◼
►
everywhere strategy, everywhere includes more places now
00:34:18
◼
►
than when it was Windows, Windows, Windows,
00:34:20
◼
►
'cause it's still, there's still first class apps
00:34:23
◼
►
on Windows, of course, but now they're everywhere.
00:34:25
◼
►
They're on Android, which we'll have more to talk about
00:34:27
◼
►
in a moment, iOS, and of course, the Mac still.
00:34:32
◼
►
If anything, it's more strategic.
00:34:35
◼
►
it's almost impossible to buy a computer today where you can't run MS Office.
00:34:39
◼
►
Well, actually, I thought that what you were going to go back to was not the campaign.
00:34:43
◼
►
I thought you were going to go back to the Macworld Boston where Bill Gates appears on
00:34:47
◼
►
the screen and Steve Jobs is up there saying, "Look, we can't be fighting this battle
00:34:52
◼
►
anymore. We've got to move on." And to me, that's an even better comparison to
00:34:58
◼
►
this because it's quite literally embracing your competitor and that's what Nadel did.
00:35:03
◼
►
you're right. He was fortunate enough that the product had already been built. So all he had to
00:35:09
◼
►
do was release it. And that was even more powerful than putting someone on screen or something on
00:35:14
◼
►
those lines. But I think the the idea and the impact that has not just on the outside world,
00:35:21
◼
►
but on your own employees and your own company. And it's like, "Shit, Steve Jobs on stage with
00:35:27
◼
►
Bill Gates. And now it's like, "Oh, Satya Nadella's first act, our new CO's first act is to
00:35:33
◼
►
is to walk around with an iPad in his hand." Yeah, that's a good one, too. I mean, it was,
00:35:37
◼
►
you know, they're all of the same mentality, though. Let's, let's, let's, you know, let's,
00:35:42
◼
►
let's show how different we are. And you're right, you know, it, I would say the Think Different
00:35:46
◼
►
campaign was the one that was first out the door, but less important. More important was that Mac
00:35:50
◼
►
World New York keynote where they buried the hatchet. I think very close to an accurate
00:35:58
◼
►
quote without googling it is, "We have to let go." This is Steve Jobs. "We have to let go of the
00:36:05
◼
►
idea that for Apple to win, Microsoft has to lose. You have to let go." And it did not go over well.
00:36:11
◼
►
well, there were like, I don't think he got, I think there was
00:36:13
◼
►
booze. There were some booze and it was just like, whatever the
00:36:21
◼
►
sound, the collective sound of an audience going, what the
00:36:26
◼
►
fuck? That's the noise that was in the audience. It, you know,
00:36:31
◼
►
there were some scattered booze. Because there are a lot of Apple
00:36:35
◼
►
fans at the time who really did see this as a holy war. And
00:36:41
◼
►
Jobs was exactly right. You know, and like I often say about
00:36:44
◼
►
Apple, you know, they're more often than not, when they tell
00:36:48
◼
►
you something they mean, they mean exactly what they say. And
00:36:51
◼
►
what he said, it wasn't like subterfuge. It wasn't Yeah, I'm
00:36:54
◼
►
just gonna say that we're burying the hatchet with
00:36:57
◼
►
Microsoft, but I've got a secret plan where we're gonna kill him.
00:36:59
◼
►
No, he met it. He meant every single word that he said. Yep.
00:37:03
◼
►
And look, absolutely, you know, look at the years, you know,
00:37:05
◼
►
look at the success that they had by letting go of that
00:37:09
◼
►
And what he said, actually, I wrote about this a while ago. So I actually was able to
00:37:13
◼
►
find the speech. And you said it almost perfectly. We have to let go of the notion that for Apple
00:37:16
◼
►
to win, my chef has to lose. And then his next line, I think, is just as good, which
00:37:20
◼
►
he says, we have to embrace a notion that for Apple to win, Apple has to do a really
00:37:25
◼
►
good job. And like, there's something very refreshing about that. Because the fact of
00:37:32
◼
►
matter is, most of Apple's products then were kind of crappy. And certainly the operating
00:37:37
◼
►
system was a total mess. We've talked about this before. It's liberating in a way. It's
00:37:44
◼
►
like, you know what? We just need to do what we're good at and we will succeed. I think
00:37:49
◼
►
it was the same thing with Microsoft. They were fighting this losing battle to try to
00:37:53
◼
►
prop Windows up. What they needed to do was take their assets that were still valuable,
00:38:00
◼
►
that were still effective, and the new assets that were brought online in terms of Azure
00:38:04
◼
►
not, and let them win by being good. Don't let them win by being tied to Windows. Let
00:38:10
◼
►
them win on their own merits, and that's exactly what they've done.
00:38:15
◼
►
I'm not particularly interested in Microsoft's latest products because I'm not going to
00:38:19
◼
►
use Windows, but I'm glad they're there. But I get confused by the names. The one that
00:38:22
◼
►
I like is I like the one called the Surface Laptop because I know which one it is. It's
00:38:27
◼
►
the laptop. They also have the Surface Pro X, I guess. So this is confusing.
00:38:35
◼
►
So I will explain it. The Surface Pro is a regular x86 PC. The Surface Pro X is an ARM
00:38:44
◼
►
PC, is ARM-based. So, but yeah, it is a little confusing. It looks like great hardware. I
00:38:52
◼
►
mean, it's basically an iPad.
00:38:53
◼
►
Yeah. Or an iPad Pro. I would say it's iPad Pro class because it starts at $1,000.
00:38:57
◼
►
dollars. Yep. And it's got the keyboard attachment as the cool like the stylus goes into the keyboard,
00:39:03
◼
►
which is really nifty. So you don't have like a separate thing floating around. But yeah,
00:39:10
◼
►
and then they had the earbuds, you know, as I put them Twitter, are you a tech company if you don't
00:39:18
◼
►
sell earbuds? And then obviously the dual screen devices, they're not gonna watch for a while.
00:39:24
◼
►
The earbuds was the—I was on my way to a meeting at the time, and so the earbuds—which
00:39:30
◼
►
is a very strange thing for me to say. I don't really have a lot of meetings, but I was on my way
00:39:35
◼
►
to a meeting in New York, and I was watching the Microsoft event on my phone with my AirPods
00:39:44
◼
►
as I was getting ready to go to the subway, and I knew I'd lose the stream on the subway.
00:39:50
◼
►
and the earbuds was the last segment I saw. I just had to laugh because their pitch for the
00:39:55
◼
►
earbuds was entirely based on integration with Office. I know. It was pretty funny.
00:40:01
◼
►
Which I laugh, but maybe they know their audience. You know, like, but it was like, how did...
00:40:08
◼
►
You know what, though? I'll tell you why I didn't mind. I mean, it was a little... I mean,
00:40:13
◼
►
it was kind of silly. Like, who buys earbuds because they work with your favorite
00:40:17
◼
►
Office productivity suite. And favorite probably deserves some air quotes around that. But
00:40:22
◼
►
you know what it was? It was, that's a Microsoft with his head screwed on straight.
00:40:28
◼
►
You know what I mean? Like, yeah, at the end of the day, in a vacuum, it's ridiculous that
00:40:32
◼
►
you're going to try to sell AirPods because they work with Office. But if you zoom out,
00:40:36
◼
►
like that's emblematic of a Microsoft that knows where their bread is buttered.
00:40:39
◼
►
What matters is actually Office and Azure. And that's the cool part of the
00:40:46
◼
►
EarPods, whatever they're called, is that they do integrate with Azure and they do this live
00:40:49
◼
►
captioning and live translation and stuff like that. Basically, what Google promised with their
00:40:54
◼
►
Google buds last year, but it didn't really work very well. It certainly appeared to work much
00:40:58
◼
►
better with what Microsoft demonstrated. We'll see once it has come out. And so it's a product
00:41:04
◼
►
that ties in with Office and ties in with Azure. And maybe that's kind of silly for the product in
00:41:09
◼
►
a vacuum. But for what that says about Microsoft, at least their head's in the right place.
00:41:14
◼
►
I thought it was interesting too. I enjoyed watching the event and I thought that
00:41:18
◼
►
I feel like Microsoft has this down and I feel like they do their events like this the right way
00:41:24
◼
►
for them. I mean they're clearly smaller and lower key than Apple's. You know they're not in a big
00:41:29
◼
►
uh a huge room. It is it they are definitely press events like the one thing like neil and i were
00:41:36
◼
►
quite small yeah is that apple the one thing like that not to go too far digress but like the
00:41:42
◼
►
the Charlie Worzel column in the New York Times,
00:41:45
◼
►
goofily arguing that Apple should stop doing events.
00:41:49
◼
►
One of the misguided premises of that was that
00:41:51
◼
►
Apple's events are press events, that they're media events.
00:41:54
◼
►
They are not, they are Apple events,
00:41:57
◼
►
and they happen to invite a small number of media
00:42:00
◼
►
to observe them.
00:42:01
◼
►
Whereas Microsoft's thing this week was a press event.
00:42:05
◼
►
That was for the press,
00:42:07
◼
►
and most of the people there were press.
00:42:09
◼
►
But anyway, one of the things that I saw,
00:42:11
◼
►
that struck me was how different their demos are than Apple's demos.
00:42:15
◼
►
Apple's demos are very short, very flashy, very visual, and everything is set up.
00:42:21
◼
►
And it's like if they want to show you the new side-by-side stuff in the iPad, it's like,
00:42:27
◼
►
here's this pretty web page with beautiful pictures, and here's a note
00:42:33
◼
►
that already has a couple of nice pictures.
00:42:35
◼
►
And here's a -- we're going to drag this beautiful picture from the left
00:42:38
◼
►
to the right and let it go.
00:42:39
◼
►
and look at that, you can drag a picture
00:42:41
◼
►
and then it's onto the next thing, right?
00:42:43
◼
►
Like the demo's over, all they showed you
00:42:45
◼
►
was a beautiful photo being dragged
00:42:47
◼
►
from an app on the left to an app on the right.
00:42:49
◼
►
Whereas the Microsoft demos, it's like,
00:42:51
◼
►
you get to spend like four minutes
00:42:53
◼
►
watching somebody work in Excel.
00:42:57
◼
►
- That was actually where the low key coolest demos
00:43:01
◼
►
was when they were writing in Excel
00:43:03
◼
►
and then it was changing it into actual text
00:43:05
◼
►
as they were doing it.
00:43:07
◼
►
But yeah, but it's like you are literally watching someone
00:43:10
◼
►
literally write to yourself.
00:43:12
◼
►
- It is exactly like if you work in a lowercase O office
00:43:16
◼
►
environment and you pop into somebody's cubicle
00:43:19
◼
►
and you're just like, "Hey, what are you doing?"
00:43:21
◼
►
You're just watching them over their shoulder
00:43:22
◼
►
for a couple of minutes while they put together
00:43:25
◼
►
a spreadsheet or a presentation.
00:43:27
◼
►
And again, I laugh.
00:43:28
◼
►
I laugh only because it's different.
00:43:30
◼
►
I'm not saying that that's wrong.
00:43:31
◼
►
I think that they know their audience
00:43:32
◼
►
and it's probably the appropriate type of demo
00:43:36
◼
►
for the audience and for the message they have.
00:43:38
◼
►
But it is kind of comical because it really,
00:43:40
◼
►
it couldn't be more different than Apple's.
00:43:42
◼
►
And Apple's is, if anything, gone further over the years
00:43:46
◼
►
into, not that it's unrealistic, but that it is really more,
00:43:50
◼
►
it's almost edited, you know?
00:43:52
◼
►
It's like they have the whole thing queued up ready to go.
00:43:55
◼
►
And even watching them do it live on stage
00:43:59
◼
►
isn't that different than what you would see
00:44:01
◼
►
if they cut it into a 30-second commercial
00:44:02
◼
►
to show you how it works.
00:44:05
◼
►
So, the ear—I think they're just called earbuds? Surface earbuds? I don't know.
00:44:11
◼
►
Yeah, surface earbuds.
00:44:14
◼
►
And before I cracked wise about them, I wanted to make sure—check my bias. I showed them
00:44:22
◼
►
to my wife, and I said, "Hey, do these look goofy?" And she goes, "They look like
00:44:27
◼
►
an Apple Watch charger or those spacers that people put in their earlobes."
00:44:32
◼
►
Yes, that's what I thought of. The spacers and the earlobes is exactly what I thought
00:44:37
◼
►
So I didn't want to make—I thought of that too, and I didn't want to make fun
00:44:40
◼
►
of that. I felt like, you know, that paints me, you know, if you want to have spacers
00:44:45
◼
►
and earlobes, you have spacers and earlobes. So I didn't want to make fun of that. So
00:44:49
◼
►
I thought that the Apple Watch charger joke was the way to go, so I used it. And then
00:44:53
◼
►
like later in the day—it's nice to know, see, she thought she was getting a dig in
00:44:57
◼
►
on me. She says, "Ha, I see I'm writing for Daring Fireball now," because I used
00:45:03
◼
►
her joke, but secretly pleased me because she often claims not to read my website.
00:45:07
◼
►
And I know that she does.
00:45:09
◼
►
John: There you go. Are we going to talk about charcoal at some point in this podcast? That's
00:45:14
◼
►
the real question.
00:45:16
◼
►
Dave: Well, we might as well. Yeah, we could talk about charcoal.
00:45:22
◼
►
- All right, let me just say that for the end.
00:45:24
◼
►
We still gotta talk about the dual screen devices.
00:45:27
◼
►
But we could save the charcoal for the end.
00:45:29
◼
►
- All right, let me make a note
00:45:31
◼
►
that we'll get back to charcoal.
00:45:33
◼
►
Do you need any charcoal?
00:45:34
◼
►
- Do I have a choice in the matter?
00:45:38
◼
►
- No, it's on its way, actually.
00:45:40
◼
►
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00:48:01
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So the other thing, the thing that stole the show at Microsoft's event, they closed the
00:48:06
◼
►
show with two products. They had two more things, the Surface Duo and the Surface Neo.
00:48:15
◼
►
Which, again, I've already forgotten which one's which.
00:48:19
◼
►
I know, I was just thinking the same thing.
00:48:21
◼
►
I think the Neo is the tablet/courier one, the Duo is the phone, but I'm not certain.
00:48:27
◼
►
Oh no, I think it's the other way around.
00:48:29
◼
►
Son of a bitch.
00:48:31
◼
►
God damn it.
00:48:33
◼
►
Yep, no, I'm right.
00:48:35
◼
►
Duo is the phone.
00:48:37
◼
►
Duo is the Android and Neo is the Windows device.
00:48:39
◼
►
See, I was thinking Neo is an N and Android has an N, but that's wrong. Oh, man. All right.
00:48:46
◼
►
So, Duo is the phone. I don't know how I'm going to remember this. But anyway, it's a
00:48:55
◼
►
phone. I thought Lauren Goode, she had wired, she had a preview. She got to, I guess, talk
00:49:01
◼
►
to them a week before or a couple of days before the event and had a feature story and
00:49:07
◼
►
an interview with, what's his name? Panaya.
00:49:12
◼
►
- Both, I'm not sure either.
00:49:16
◼
►
Panos Panay and Satya Nadella, both of them.
00:49:21
◼
►
- Right, and Panos Panay is sort of the,
00:49:24
◼
►
he's the Surface guy.
00:49:25
◼
►
It's like Surface, the whole Surface division
00:49:27
◼
►
is sort of his baby at Microsoft.
00:49:30
◼
►
And she had a great story, and she's like,
00:49:34
◼
►
whatever you do, don't call it a phone,
00:49:35
◼
►
even though it's a thing that runs Android and can fit in your pocket and can make phone
00:49:40
◼
►
calls but don't call on a phone.
00:49:42
◼
►
There's a remarkable quote in here, just so we can get to the devices in a moment,
00:49:46
◼
►
but just going back to what we were talking about before where she asked Adela if they
00:49:51
◼
►
would ever bring back Windows Mobile and they both said no. And he says, "The operating
00:49:56
◼
►
system is no longer the most important layer for us. What is most important for us is the
00:50:00
◼
►
app model and the experience, how people are going to write apps, blah, blah, blah."
00:50:03
◼
►
And just to hear, I mean, that's clearly the case, but it's still remarkable to have
00:50:09
◼
►
a Microsoft CEO state, baldly, that the operating system is not important to us.
00:50:16
◼
►
Well, and you know what, and it goes hand in hand with the fact that they're switching
00:50:19
◼
►
their browser to using the Chromium engine, you know, I think it's called Blink.
00:50:27
◼
►
It's like what WebKit is to Safari, Blink is to Chrome.
00:50:31
◼
►
that's what Microsoft is now using for their browser, which, again, go back to like 1998
00:50:37
◼
►
and tell somebody that and, you know, especially somebody like me who was doing web development at
00:50:41
◼
►
the time. And it's like, it's like, you know, what are you gonna tell me next? Donald Trump is the
00:50:47
◼
►
President of the United States? I mean, oh, man. I mean, it's crazy. That's it. That's the way they
00:50:52
◼
►
what kind of world are you guys living in in 2019? You know, but there we are. But you're right. You
00:50:58
◼
►
You know, they're making a phone, but it's not a phone.
00:51:03
◼
►
- It's definitely a phone.
00:51:04
◼
►
It's not coming out for a year.
00:51:05
◼
►
- I wanted to see pictures of the damn thing
00:51:07
◼
►
next to other phones, just to get a better idea
00:51:11
◼
►
of how big it is.
00:51:12
◼
►
It's clearly big for a phone, even when folded up,
00:51:15
◼
►
but some people really like these much bigger,
00:51:19
◼
►
much bigger than even the max iPhone phones.
00:51:21
◼
►
Some people like them.
00:51:23
◼
►
It certainly is interesting.
00:51:25
◼
►
It folds, but it's not a folding screen.
00:51:27
◼
►
is two screens with a seam in between. And then they've got two of them. They've got
00:51:31
◼
►
the phone size one and then the other one, I guess that's the Neo. So I guess the way
00:51:35
◼
►
I'll remember it is it goes alphabetical order by size, Duo then Neo. All right.
00:51:40
◼
►
Oh, there you go. All right. And then Pro. Then laptop kind of screws it up. Yeah. I
00:51:47
◼
►
mean, it's interesting because in some respects, if you want to go with the whole, like, this
00:51:52
◼
►
is all symbolism and none of it really matters. Then like, you know, I think as you know,
00:51:57
◼
►
Microsoft launching a phone that runs Android is like the tombstone on the Windows grave.
00:52:04
◼
►
I mean, it doesn't get any more sort of extreme than that. That noted, I don't know,
00:52:08
◼
►
I kind of wish, like I thought the Neo was a great sort of one more thing. Microsoft,
00:52:14
◼
►
there's this, there's this product called the Courier, this sort of legendary product
00:52:20
◼
►
that was that was never released. And everyone's like, Oh, it's so
00:52:23
◼
►
amazing that that was this two screen product. And and you
00:52:26
◼
►
bring this on, it's like, Oh, I remember they were gonna do that
00:52:29
◼
►
one time. And it's like, it's something new and interesting
00:52:31
◼
►
and innovative. And you can even get the I can understand where
00:52:34
◼
►
you're saying this, you know, announcing this a year early,
00:52:36
◼
►
because you want to rewrite, we want developers to write
00:52:39
◼
►
programs for two screens and stuff on those lines. And I
00:52:43
◼
►
thought that was fine. Like the phone, it's like, I guess I
00:52:47
◼
►
guess I get it. I don't know, I guess I feel like the Neo was
00:52:51
◼
►
fine. The duo's like, okay, that's the way if we're, this is
00:52:56
◼
►
all about symbolism, then by all means, launch, you know,
00:52:59
◼
►
announce it all you want. I'm a little unsure about what they're
00:53:03
◼
►
trying to accomplish there. But hey, they announced they
00:53:06
◼
►
announced an Android phone. So there you go.
00:53:08
◼
►
That's not coming out until the end of 2020 by there. It's
00:53:12
◼
►
Right. It's, I don't know. And then I went to put these show
00:53:17
◼
►
notes together. And and for, you know, for the me and you talking
00:53:21
◼
►
here, and it was actually hard to find links to the other
00:53:24
◼
►
products, because all of the stuff, like, yeah, everyone
00:53:28
◼
►
talks about that. Everything like on the entire front page of
00:53:31
◼
►
the verge is is about the duo in the Neo. Do you have to go to
00:53:35
◼
►
like page two to find the stuff that you know, is actually
00:53:39
◼
►
Yeah, yeah. And like, I don't know, like the way I mean, again, if you do just the Neo, it's like,
00:53:46
◼
►
okay, yeah, Windows, hardcore Windows developers, I could see them spending time in the next year
00:53:50
◼
►
is to be the hot device in Windows world. And you know, they'll adapt their applications. I mean,
00:53:56
◼
►
but the duo what Android developers going to put in special support for the duo? Like,
00:54:01
◼
►
what are we accomplishing by announcing a year early? No one's gonna go out of their way to
00:54:04
◼
►
support it. I mean, I don't know. Like I said, I can buy the Neo and announcing it a year ahead of
00:54:10
◼
►
time because you want developer support, but that doesn't actually make sense for the duo. It kind
00:54:15
◼
►
of felt like they just, they, they, they're making it an Android product and they wanted to announce
00:54:20
◼
►
it and say, huh, look at this. And, um, yeah, I, I didn't quite get it, but whatever. Like I said,
00:54:26
◼
►
it doesn't really matter. So. All right. Well, so we got here, uh, I guess that's enough Microsoft
00:54:34
◼
►
Let's talk iPhone.
00:54:36
◼
►
So what'd you get?
00:54:37
◼
►
You got the iPhone 11 Pro.
00:54:40
◼
►
- iPhone 11 Pro, I think it's the perfect size.
00:54:42
◼
►
With the old version, when they had the WIPs,
00:54:46
◼
►
I thought it was too small,
00:54:47
◼
►
and so I did do a couple years of the large ones,
00:54:51
◼
►
which I didn't like, it was a little big,
00:54:52
◼
►
but I just found the screen too small on the other ones.
00:54:54
◼
►
Once the X came out and it went edge to edge,
00:54:57
◼
►
it got the screen size that I wanted, fit in the hand,
00:55:00
◼
►
so I'm very happy with the size.
00:55:03
◼
►
So no need to change and I'm very pleased with it.
00:55:08
◼
►
- And you got the yellow leather cover?
00:55:10
◼
►
- I have the yellow leather cover with the green case.
00:55:13
◼
►
It really is very, very Greenbit Packers like.
00:55:15
◼
►
I think the yellow looks great when it's just sitting
00:55:18
◼
►
on the table with the screen up,
00:55:21
◼
►
it's this yellow edge around it.
00:55:23
◼
►
Yeah, I'm pretty pleased with it.
00:55:25
◼
►
- And how's your battery life?
00:55:27
◼
►
- I did get the clear case originally.
00:55:29
◼
►
I ordered it with a clear case.
00:55:30
◼
►
So like, oh, finally they actually have a color
00:55:32
◼
►
for the high-end phone.
00:55:33
◼
►
I always liked the colors. But of course, I'm gonna get the high-end phone because I'm fortunate to
00:55:40
◼
►
do that. But I've always gotten the weather cases previously. And I was not a fan of the clear case.
00:55:50
◼
►
I felt it ended up looking grimy on the back. I didn't like the feel of it. The buttons were
00:55:54
◼
►
terrible. So it lasted about a week. And then I went to the new Apple store here in Taipei. And
00:56:02
◼
►
I actually didn't know there was yellow and
00:56:04
◼
►
And was pleasantly surprised to find this yellow and and I am a happy camper
00:56:10
◼
►
I have a friend who has the clear case. He likes it a lot. I think it's you know
00:56:17
◼
►
Polarizing though it you there like it or you don't it. Yeah, I mean, I'm used to the weather
00:56:23
◼
►
So yeah, so it's probably more just a habit thing than anything. Yeah, I have a real problem with cases is that I
00:56:31
◼
►
I spend probably over the years, in the 11 years of iPhone, I've probably spent close
00:56:38
◼
►
somewhere in the very high 90s, 98% of my daily use without any case at all. I mean,
00:56:45
◼
►
certainly in the early years, we didn't even have cases, right? Nobody put cases on like
00:56:48
◼
►
the iPhone 3G that I know of. Cases didn't really come into a thing until like around
00:56:54
◼
►
the iPhone 4. I guess maybe people did have iPhone 3 cases and that's why Apple made the
00:56:59
◼
►
the bumpers, I guess I'm wrong that people did have iPhone 3 and 3GS, 3G and 3GS cases,
00:57:08
◼
►
because that's when Apple, when the iPhone 4 shipped, they had the bumper. And it turned
00:57:12
◼
►
out, you know, in the whole Andenikate thing where they were like, "Here, we'll just
00:57:15
◼
►
give you the goddamn bumper." But I thought that the reason that they made the bumper
00:57:20
◼
►
with the iPhone 4 was that Apple was, now I recall this, it seemed very clear that Apple
00:57:25
◼
►
was sort of appalled that people were covering up the entire back of the iPhone for the case.
00:57:29
◼
►
So they're like, "Don't do that. We spend a lot of time, especially with the iPhone
00:57:33
◼
►
4, we spend a lot of time to make this glass back very pretty. Don't cover it up here.
00:57:38
◼
►
Just put a bumper around the edges if you just want to give it some protection."
00:57:42
◼
►
No, the fact remains, I just popped my case off mine, I mean, these phones in the hand
00:57:46
◼
►
are beautiful, they're great to hold, it's a fantastic experience. The problem is that
00:57:52
◼
►
I went caseless with the iPhone 7 and within about two months, I actually had a large chunk
00:57:58
◼
►
of the front screen missing because it had been dropped multiple times. And you could
00:58:03
◼
►
see into the phone. And ever since then, I have kept the case on for... I would like
00:58:11
◼
►
to not use the case. I just do not trust myself at all.
00:58:14
◼
►
I chipped the front corner of my iPhone XS last year, early. I forget when. It was probably
00:58:21
◼
►
like around December, so maybe like two, three months into owning it. I was getting out of
00:58:26
◼
►
of an Uber after dinner and had like dress slacks on,
00:58:29
◼
►
which is unusual, you know, usually I'm either wearing jeans
00:58:32
◼
►
or jean-like pants that, you know,
00:58:36
◼
►
your phone doesn't fall out of--
00:58:37
◼
►
- And large pockets.
00:58:38
◼
►
- Yeah, your phone doesn't fall out of jean pockets.
00:58:39
◼
►
And most of the slacks that I own are more like jeans
00:58:42
◼
►
or are jeans, but I had dressier slacks on with the,
00:58:46
◼
►
you know, with the pocket where the phone can come right out
00:58:48
◼
►
and just sliding out of the Uber,
00:58:51
◼
►
just boop, right on the street,
00:58:52
◼
►
and it just put a little thing in the corner.
00:58:54
◼
►
and it just barely didn't reach the pixels.
00:58:59
◼
►
So it's just, the chipped part was just,
00:59:02
◼
►
and the iPhone XS has a very small black bezel
00:59:05
◼
►
around the screen, so it was,
00:59:06
◼
►
the entire chipped part was in the black area.
00:59:09
◼
►
So I didn't get it fixed, and it didn't spread at all
00:59:12
◼
►
in the subsequent nine to 10 months
00:59:14
◼
►
that I used it every day.
00:59:16
◼
►
So again, sort of like my MacBook Pro
00:59:19
◼
►
with the adhesion problem, it was just sort of like a scar
00:59:23
◼
►
that I came to like.
00:59:24
◼
►
If it had covered the pixels at all, I would have been at the Apple store in the morning.
00:59:29
◼
►
One pixel had been covered by it, I would have been at the Apple store to pay for a
00:59:32
◼
►
replacement.
00:59:34
◼
►
Justin Perdue I actually just got my tennis fixed because—oh,
00:59:36
◼
►
sorry, I didn't mean to interrupt you.
00:59:38
◼
►
Dave Asprey But I did use a case last year afterwards,
00:59:41
◼
►
because I find—I've personally found the glossy glass backs to be slippery.
00:59:48
◼
►
And sometimes they're not, depending on the moisture of your hands, they're tacky.
00:59:53
◼
►
But there are other times when it's like a bar of soap.
00:59:57
◼
►
So I did use a case last year, but my problem is that I'm not satisfied with any of them.
01:00:01
◼
►
So I wound up buying like 10 cases.
01:00:03
◼
►
That I very seldom…
01:00:05
◼
►
That's exactly what happens.
01:00:06
◼
►
I very seldom use any of them.
01:00:08
◼
►
Yeah, no, I was traveling, and I'm in the middle of a conversation, this group chat
01:00:17
◼
►
and WhatsApp or whatever, and suddenly my phone just stops.
01:00:21
◼
►
It's not working.
01:00:22
◼
►
And so I'm trying to restart it and finally I had to do the force quit with the volume
01:00:26
◼
►
buttons and the power button.
01:00:27
◼
►
I turn it back on and I can't get it to function.
01:00:31
◼
►
And like there's a dead part of the screen.
01:00:34
◼
►
Basically what happened was there was this vertical strip on the touchscreen that just
01:00:38
◼
►
stopped working.
01:00:39
◼
►
And it was so perfectly placed that I couldn't accomplish anything on my phone.
01:00:43
◼
►
There was a part of the keyboard that wasn't working.
01:00:45
◼
►
I couldn't slide the thing to turn the phone off because it would hit the dead part of
01:00:50
◼
►
And it was really quite bizarre. And then the weirdest thing was, I finally sent it
01:00:54
◼
►
in to get it fixed. And I get it back and I have the sheet that says, "Oh, we sent
01:01:00
◼
►
me your phone, we fixed this." And not only did they fix the touchscreen, they put a new
01:01:04
◼
►
camera in the phone. Apparently my camera had gotten broken too. I have no idea. I was
01:01:09
◼
►
actually always very dissatisfied with the XS camera. Maybe it was broken all along and
01:01:13
◼
►
I had no idea. But now I have basically a brand new XS and my 11. But it's funny,
01:01:21
◼
►
I should sell it because it's now in beautiful, pristine condition. But it turns out traveling
01:01:29
◼
►
and having your phone die is devastating. I mean, it's like, so I'm actually going
01:01:35
◼
►
to keep this. I'm not going to sell it. And I'm going to keep it charged up and
01:01:39
◼
►
I'm going to put in my bag when I travel. It's the same thing. It's like, with this
01:01:44
◼
►
stuff's your wife and it's like, yeah, I do buy new phones because I get paid. I
01:01:50
◼
►
need to be online all the time. I need to be reading stuff. I need to be knowing what's
01:01:53
◼
►
going on. And I destroy my batteries because I'm using my phone all the time. But that
01:01:58
◼
►
means I need backups. And you have to think about this all the time. Actually, you mentioned
01:02:02
◼
►
about applications. I could switch to Windows because one of the things I did a few years
01:02:07
◼
►
ago was I made it, I will not use any application in my day to day work that does not have a
01:02:13
◼
►
web service component to it. Because my feeling is if my computer dies tomorrow, I need to
01:02:18
◼
►
be able to walk, get any computer in the world, Windows or Mac, and be up and running and
01:02:23
◼
►
get my work done. And so like I won't use, and it's actually it's a very interesting
01:02:29
◼
►
way to think about some of your computing things. Probably the application I was the
01:02:33
◼
►
saddest to give up was OmniFocus, or not OmniFocus, OmniOutliner. Brilliant Outliner. I use Workflowy
01:02:40
◼
►
instead which is not nearly as fully featured as good, but it has a web component. It's
01:02:47
◼
►
a solid line for me. I have to be able to have access to my stuff no matter what.
01:02:51
◼
►
Pete: Who knows? Maybe there will be an online component to OmniOutliner because they actually
01:02:56
◼
►
did it for OmniFocus.
01:02:58
◼
►
Jon: For OmniFocus. They did and I actually switched back to OmniFocus once they did it
01:03:01
◼
►
because I switched away for that reason. And once they added it, I was back because it's
01:03:06
◼
►
-- I mean, I love their products in general, but I've been a long-time user of OmniFocus
01:03:11
◼
►
in particular.
01:03:12
◼
►
Pete: Yeah. Sponsor of the live episode of the talk show this year at WWDC and I loved
01:03:16
◼
►
-- I love my blurb about it where we're all bitching about companies that only make
01:03:21
◼
►
web apps and shovel them into a Mac wrapper and call it a Mac app and Omni did it.
01:03:27
◼
►
Justin: They shoveled a Mac app into a web wrapper.
01:03:30
◼
►
which is just so totally Omni. I love it. So maybe OmniOutliner is next. I have friends
01:03:37
◼
►
there but I don't know any such thing, so maybe not. Maybe OmniFocus as a—the nature
01:03:43
◼
►
of OmniFocus sort of suits it to being web appified in a way that the other productivity
01:03:49
◼
►
apps don't. But anyway.
01:03:50
◼
►
Justin: Yeah, that's right. Because I mean, with OmniOutliner, you could say stuff to
01:03:54
◼
►
a shared folder or whatever, which is fine. It's more a matter of—actually, because
01:03:58
◼
►
I used to work at Microsoft and when I was at my, I remembered a very formative moment was I needed
01:04:04
◼
►
a particular document that I knew I had made. And so I go into my Dropbox and I'm like, "Where's
01:04:09
◼
►
this document?" And the document was in pages format. And the problem was I was on a Windows
01:04:13
◼
►
computer. There was no pages online at that point. And so I remember I had to literally go into my
01:04:19
◼
►
car, drive home, get my Mac, open up this document, and then come back. And I'm like, "Never again.
01:04:25
◼
►
I'm never going to be stuck in a situation again where I can't access something I need.
01:04:30
◼
►
Well, good for you, Ben.
01:04:32
◼
►
But I'm very extreme. No need to copy me.
01:04:40
◼
►
Well, what the hell were we talking about? Oh, the iPhone.
01:04:42
◼
►
The iPhone 11. The camera is, like, you can't say enough about it. It's consistently fun
01:04:51
◼
►
to use. I was taking pictures of—I ran over to a friend's house before, I was taking my dog with me,
01:04:57
◼
►
and she knows that we're going to this particular house because they have a yard,
01:05:01
◼
►
which is relatively rare in Taiwan. They have a couple dogs. And so she sees the neighborhood
01:05:05
◼
►
and she's getting super excited. And I've taken pictures of her and it's relatively dark and you
01:05:10
◼
►
get these really cool pictures of her with her paws out the window, all pumped up. And it's just
01:05:17
◼
►
a whole new world that was not accessible as far as having my phone with me before. And I find that
01:05:25
◼
►
coming up all the time, and just all the—like, the Deep Fusion thing or whatever hasn't even launched
01:05:30
◼
►
yet. But it's really remarkable. Like, just, it's very tangible in the way it makes me feel about
01:05:37
◼
►
the phone and enjoy having the phone. Like, it's so noticeable.
01:05:41
◼
►
Yeah, and it's just it's rather startling just as somebody who's been a
01:05:45
◼
►
photo enthusiast. Now, I'm certainly not professional caliber in any way,
01:05:51
◼
►
but I've been a photo enthusiast for 20 years and it's just remarkable sometimes the images
01:05:59
◼
►
you get out of it in the dark with the night mode. It's and you know that even when you're not using
01:06:05
◼
►
night mode. It's just a great camera. And I noticed with the XS, and this is clearly
01:06:13
◼
►
a better camera, but I was on a family vacation. We went on a cruise with my family and my
01:06:17
◼
►
sister and her family in August. And I took my Fuji X100S and took a bunch of photos with
01:06:26
◼
►
it, but also took a bunch of photos with my phone. And then I was like looking at them
01:06:31
◼
►
in photos after the trip. And I was like, "Oh, this one I had to shoot with the Fuji." And I'd
01:06:36
◼
►
like do the Command-I on the Mac. You can get the Command-I to see the metadata about the phone.
01:06:43
◼
►
I was like, "Nope, that was the iPhone." There were a couple of shots with the Fuji where I was
01:06:49
◼
►
like, "I'm 100% sure that was the real 'real camera.'" And it was. So I'm not saying that
01:06:54
◼
►
they're indistinguishable, but there were some where I was like, "What the hell camera did I
01:06:59
◼
►
I use for this and I was totally blown away that it was the iPhone. Like you really can
01:07:03
◼
►
take camera, camera quality photos with it. And in the dark, it's better. It is actually
01:07:09
◼
►
a better camera in low lighting in like a dark restaurant or something like that than
01:07:15
◼
►
a $5,000 SLR. It really is. It's unbelievable.
01:07:20
◼
►
Yeah, I mean, it's fun. It's a feature that is enjoyable and fun to use. And at this stage
01:07:30
◼
►
of the smartphone evolution, it's nice. The XS was--the biggest thing for me with the
01:07:39
◼
►
XS relative to the X--and I know this because I was using the X when my XS was broken--is
01:07:43
◼
►
the face IDs was just so massively better. I mean, face ID on the X, go back--I mean,
01:07:49
◼
►
again, we're the most... we are the people that Brian Chen in the New York Times hates
01:07:54
◼
►
because we buy a new phone every year. But going back to the 10, the face ID was miserable.
01:08:01
◼
►
It was painful to use. But the rest of it was like, "Eh, yeah, there's really not much
01:08:08
◼
►
difference here from using it." But the 11, I don't know, both the 10 and the 10S camera,
01:08:15
◼
►
I was actually not a big fan of either of them. I just felt they looked very phone camera-ish
01:08:21
◼
►
in a lot of situations, particularly with any harsh light in them. And the 11 is just
01:08:25
◼
►
like taking photos for fun in a way that I haven't done in a long time.
01:08:33
◼
►
My son still has an iPhone X and we were out to eat last week and I just shot a little
01:08:39
◼
►
bit of video using his two-year-old iPhone X and my new phone. And the video difference
01:08:44
◼
►
is, it's under-heralded how good the video is on these phones. And I was talking with
01:08:50
◼
►
Joanna Stern on the last episode of this show about my family looking back at some like
01:08:57
◼
►
14, 15-year-old video of my son when he was a baby, which I had to shot on a mini-DV camera,
01:09:05
◼
►
which was, I thought was tiny at the time. I loved it.
01:09:08
◼
►
- Yeah, well my daughter, I think I had the Flip camera.
01:09:11
◼
►
- Yeah, we talked about that.
01:09:12
◼
►
Yeah, Joanna and I talked about that too.
01:09:14
◼
►
We have a lot of footage of Jonas
01:09:16
◼
►
from about three or four years later in the Flip era.
01:09:19
◼
►
It's just, it's not heartbreaking quite,
01:09:21
◼
►
'cause it's great that we have the video.
01:09:23
◼
►
And when I was a kid, me and Amy,
01:09:25
◼
►
and it's probably true for you too.
01:09:27
◼
►
Is there any video of you from when you were a kid?
01:09:30
◼
►
- No, not at all.
01:09:31
◼
►
I mean, yeah, my parents never,
01:09:33
◼
►
I don't know if they even owned a video camera ever.
01:09:35
◼
►
- No, I mean, video cameras weren't even a thing
01:09:37
◼
►
until the 80s and my parents never bought one.
01:09:39
◼
►
And in the 70s when I was a baby,
01:09:42
◼
►
you had to shoot Super 8 film.
01:09:45
◼
►
So there is some footage of me.
01:09:47
◼
►
I have it in a closet.
01:09:48
◼
►
I actually should pay the price
01:09:50
◼
►
and send it somewhere to get it digitized.
01:09:52
◼
►
I do have some reels of Super 8 film
01:09:55
◼
►
that my uncle, my mom's brother shot of me and my sister.
01:09:58
◼
►
There's like a combined,
01:10:00
◼
►
and like Super 8 was fun.
01:10:02
◼
►
And when I was in college,
01:10:03
◼
►
I made short films shooting Super 8.
01:10:05
◼
►
And it was kind of fun because it looked so much better
01:10:08
◼
►
than video in a weird way, 'cause it was,
01:10:10
◼
►
Super 8 is film, and so you, you know,
01:10:13
◼
►
but it was really hard to shoot and it didn't have sound.
01:10:18
◼
►
And because it was so expensive shooting film,
01:10:20
◼
►
even Super 8, 8 mil, you know, it's called Super 8
01:10:23
◼
►
'cause it's eight millimeter,
01:10:23
◼
►
this tiny little frame of film.
01:10:25
◼
►
It was very expensive to get developed
01:10:27
◼
►
compared to, compared to photos.
01:10:30
◼
►
And so most consumer Super 8 cameras
01:10:33
◼
►
would shoot 18 frames per second instead of 24.
01:10:37
◼
►
Just so you could save-- - It's like stop motion.
01:10:39
◼
►
- Yeah, so you could save money.
01:10:40
◼
►
So you kind of get like that Charlie Chaplin
01:10:43
◼
►
silent film effect,
01:10:43
◼
►
even though you might've been shooting color.
01:10:46
◼
►
But anyway, there was no video.
01:10:47
◼
►
So it's great that we have hours of video of Jonas
01:10:49
◼
►
when he was a baby,
01:10:50
◼
►
but the footage, the quality is just horrendous.
01:10:54
◼
►
It's just absolutely appalling.
01:10:56
◼
►
But it's just unbelievable to me that just two years,
01:10:59
◼
►
iPhone X, which was a thousand dollar cell phone,
01:11:03
◼
►
Two years ago, the video quality in low light
01:11:06
◼
►
with shooting video compared to the iPhone 11
01:11:09
◼
►
is just astounding.
01:11:10
◼
►
It's just hard to believe it's two years.
01:11:12
◼
►
Looking back, my point is looking back
01:11:14
◼
►
at 15-year-old mini DV footage, well, 15 years, of course.
01:11:18
◼
►
Of course the difference is striking and it's stunning.
01:11:20
◼
►
It's cool that you can get this not just
01:11:23
◼
►
with a dedicated video camera now, but with your phone.
01:11:26
◼
►
Your phone shoots it, but 15 years is 15 years.
01:11:28
◼
►
But two years, it's insane.
01:11:30
◼
►
It's absolutely insane.
01:11:33
◼
►
how much better the video is on the iPhone 11.
01:11:35
◼
►
I guess the other thing I should touch on
01:11:40
◼
►
in the director's commentary,
01:11:42
◼
►
what have I written about this week
01:11:43
◼
►
during Fireball aspect of the podcast is the,
01:11:45
◼
►
something has not sat right with me all month long
01:11:51
◼
►
regarding night mode
01:11:56
◼
►
and which cameras on the Pro it applies to.
01:12:03
◼
►
I was left talking with Apple off the record with you know, when you get these review units, you know
01:12:09
◼
►
You talk to Apple throughout the week that you're reviewing them and you get phone calls and you can't quote them
01:12:15
◼
►
They're off the record
01:12:15
◼
►
but they answer all your questions and they're usually very forthcoming and very very accurate and
01:12:20
◼
►
While from a marketing standpoint, I totally get that they want to keep it very simple
01:12:25
◼
►
And they don't get into technical details
01:12:28
◼
►
but like with people like me and Matthew Panzareno and Neelai Patel who like to write about
01:12:35
◼
►
the camera stuff and explain how it works as best we can, they're remarkably forthcoming. But with
01:12:43
◼
►
the night mode stuff, when I'd ask questions about like, okay, so it doesn't work with the super wide
01:12:50
◼
►
angle, the ultra wide 0.5x lens, and I know the night mode doesn't work. It's, you know,
01:12:56
◼
►
The sensor doesn't have any focus pixels, so can't do it.
01:13:00
◼
►
When I talk, and you know, obviously works with the standard 1x lens.
01:13:06
◼
►
And I asked questions. I was under the impression that on the iPhone Pro that when you go into 2x,
01:13:12
◼
►
you can get night mode because there's a 2x button and it looks like it.
01:13:16
◼
►
And I asked questions about it and about like, well, why does it work with these lenses?
01:13:22
◼
►
with these lenses and the answers were weird.
01:13:24
◼
►
I don't think I was lied to at all
01:13:27
◼
►
and I've, you know, Neelay and I have chatting about this,
01:13:30
◼
►
you know, behind the scenes.
01:13:33
◼
►
But the answers just were,
01:13:35
◼
►
the best word I can come up with is obfuscutory.
01:13:38
◼
►
They just weren't, it was just weird word.
01:13:40
◼
►
It's just, it just was, I was like, all right.
01:13:43
◼
►
And then it turns out that it doesn't use the 2X lens
01:13:47
◼
►
in night mode.
01:13:48
◼
►
When night mode kicks in and you're at the 2x zoom level, it uses the 1x camera to take
01:13:55
◼
►
a night mode shot and then crops to a 2x zoom and just does a digital zoom to go up.
01:14:04
◼
►
That happened in low light with iPhone dual camera systems all the way back to—I forget,
01:14:10
◼
►
what was the first one?
01:14:12
◼
►
Some of the—like the iPhone 6s Plus.
01:14:14
◼
►
When did they first add the second camera?
01:14:15
◼
►
I forget even.
01:14:16
◼
►
- I think it was the iPhone 7.
01:14:19
◼
►
- Yeah, maybe iPhone 7.
01:14:20
◼
►
Yeah, that makes sense.
01:14:21
◼
►
So like the iPhone 7 Plus had two cameras
01:14:23
◼
►
and the regular smaller iPhone 7 only had one.
01:14:27
◼
►
And the dual camera was what they call telephoto.
01:14:31
◼
►
It's 2X zoom.
01:14:32
◼
►
And in low light, even then--
01:14:34
◼
►
- Oh yeah, that's right.
01:14:35
◼
►
'Cause I think that's one of the first time
01:14:36
◼
►
I got the larger phone one.
01:14:37
◼
►
- Right, 'cause you wanted the best.
01:14:38
◼
►
Right, you wanted the best. - That's right, yeah.
01:14:41
◼
►
- Even if you didn't like the size, a lot of people.
01:14:43
◼
►
I didn't do that, but I'll let you,
01:14:45
◼
►
it was a tough decision.
01:14:46
◼
►
But anyway, even back then, all throughout that in low light, the iPhone would make a
01:14:52
◼
►
decision that, and it's, you know, again, there's nothing scandalous about it.
01:14:56
◼
►
They were doing this because they, it was to get the best image that in low light, because
01:15:00
◼
►
the sensor for the telephoto lens is less sensitive, you know, it's not as good as the
01:15:06
◼
►
one X sensor, and especially in low light, they would, they concluded that in certain
01:15:11
◼
►
lighting situations, it would be better to just use the one X camera and digital zoom
01:15:16
◼
►
as opposed to the true optical 2x camera.
01:15:20
◼
►
Turns out it still works like that in night mode.
01:15:23
◼
►
And again, there's nothing scandalous about it.
01:15:26
◼
►
They're doing what gets the better image
01:15:28
◼
►
and everybody loves night mode,
01:15:30
◼
►
including when you're zoomed in.
01:15:31
◼
►
Like people are taking 2x shots with night mode
01:15:36
◼
►
and loving the images they're getting.
01:15:39
◼
►
So it's not scandalous that they're using
01:15:42
◼
►
the 1x camera to get them.
01:15:44
◼
►
They're doing what gets the best shot.
01:15:47
◼
►
But there was all sorts of confusion about night mode.
01:15:50
◼
►
Did it require 100% focus pixels?
01:15:54
◼
►
And the Panzorino was told something like that.
01:15:58
◼
►
And then we concluded, okay, so the 1x and 2x cameras have 100% focus pixels, but that's
01:16:04
◼
►
And there's like a, you know, Phil Schiller had a slide when he was on stage that the
01:16:10
◼
►
One X camera sensor does have 100% focus pixels on the sensor, but the 2X camera just has
01:16:16
◼
►
quote "focus pixels," so has some focus pixels. The 0.5X ultra-wide has no focus
01:16:23
◼
►
pixels. So in a sense, putting it all together, what Apple told us behind the scenes was kind
01:16:30
◼
►
of true, that apparently night mode does require 100% focus pixels because it only works.
01:16:36
◼
►
means they're only using one camera.
01:16:38
◼
►
Right. But then the thing that still confused me was, "Well, why didn't they make this
01:16:46
◼
►
clear to us?" And then I figured it out. Like a day after writing, it was like I was
01:16:50
◼
►
chatting with Nilay, and I literally had like a light bulb moment. Like the closest you
01:16:56
◼
►
could get to an actual light bulb popping over my head and turning on was, "Oh, I
01:17:02
◼
►
get it, it's uncomfortable for them to talk about because it means the regular iPhone 11 takes the
01:17:09
◼
►
exact same 2x zoom level night mode shots as the $400 more iPhone 11 Pro. That's the rub, and that's
01:17:20
◼
►
what makes it the whole thing a little uncomfortable for them to talk about. And there's no 2x button
01:17:26
◼
►
on the iPhone 11. To get to 2x zoom, you have to pinch or use the little scroll wheel that they
01:17:34
◼
►
added in the camera app. But when you get to 2x zoom and night mode kicks in, the iPhone 11 takes
01:17:41
◼
►
the exact same night mode shots that the iPhone 11 Pro does because neither one is using the
01:17:45
◼
►
telephoto lens because the iPhone 11 doesn't have a telephoto lens and the iPhone 11 Pro
01:17:49
◼
►
doesn't use the telephoto lens for night mode. So anyway, that was like my big light bulb moment
01:17:56
◼
►
of the week. Well, that's interesting. I have to say, I mean, it's only been a few weeks, but
01:18:04
◼
►
I definitely enjoy and use the wide-angle lens more than I feel like I ever use the telephoto
01:18:09
◼
►
lens. It really opens up an entirely sort of new sort of photo, whereas the telephoto lens,
01:18:16
◼
►
it's like it's not telephoto enough to be really particularly useful. It's this weird
01:18:22
◼
►
sort of middle ground. Yeah, and like I was talking to a friend whose kids are really talented
01:18:30
◼
►
young baseball players. I mean, and so their family is always, you know, going to Little League
01:18:36
◼
►
baseball games. They have two sons and baseball games all the time. And he was asking, you know,
01:18:43
◼
►
if they should get the 11 Pro or the 11. His wife needs a new phone. And I said, well, you guys,
01:18:48
◼
►
you know, like for shooting baseball games, the telephoto is better, but it's still not like—you're
01:18:55
◼
►
not going to get a close-up of your kid in the batter's box from the bleachers, you know what
01:18:58
◼
►
I mean? Like, it's not as—you still might—if you really want to get good pictures of something
01:19:04
◼
►
like a sporting event or like your kid on stage in a school performance or something like that,
01:19:09
◼
►
you still want a real camera that has a real zoom lens that's longer focal length than the tele—quote
01:19:16
◼
►
quote unquote telephoto on the iPhone 11. I think you're right. And I think that I
01:19:20
◼
►
think they made the right decision with like the iPhone 11 where, okay, we're going to
01:19:25
◼
►
go to three lenses on the more expensive Pro, but the 11, which is going to be significantly
01:19:30
◼
►
lower price is going to have two lenses. Should it get a telephoto or should it get a wide
01:19:34
◼
►
angle or ultra wide? I think the ultra wide is more useful.
01:19:38
◼
►
Jared Polin Yeah, we haven't talked since the presentation,
01:19:41
◼
►
But to me, this was my big takeaway from the whole thing,
01:19:45
◼
►
is that Apple cut prices.
01:19:47
◼
►
Like they cut, and they cut prices pretty significantly.
01:19:49
◼
►
And it was, it's a bit hidden
01:19:51
◼
►
because the high end is the exact same.
01:19:54
◼
►
- But the, you know, the bit about the iPhone 11
01:19:58
◼
►
being cheap, cheaper than the 10R was last year.
01:20:03
◼
►
And then also the 10R being reduced in price
01:20:07
◼
►
by much more than phones had been reduced in price
01:20:10
◼
►
or previously. To me, I think it's a pretty big deal. And I
01:20:13
◼
►
think the what I sort of discussed at the time was, you
01:20:17
◼
►
know, that's what a company that actually is focused on services
01:20:23
◼
►
should be doing because you actually do want to have, you
01:20:26
◼
►
know, the way those those sort of businesses work is you're
01:20:29
◼
►
putting in a lot of expense up front, but then you're trying to
01:20:33
◼
►
spread it out over the maximum number of folks, you know, on
01:20:37
◼
►
the back end. That's why you know, Google is fine to have $50 Android phones that that's that many
01:20:42
◼
►
more people that can sort of, they get leverage on their services for and, and this is Apple at least
01:20:48
◼
►
sort of hinting at actually changing their their pricing strategy in a way that favors this sort of
01:20:56
◼
►
services approach where services isn't just something we sort of backed into because of this app
01:21:00
◼
►
store and we can, you know, have this narrative, but our strategy hasn't changed. Here is a hint
01:21:05
◼
►
that the strategy has actually shifted a bit. And the 11, to your point, I mean, it's
01:21:10
◼
►
an incredible phone. I mean, even particularly with by having that wide angle lens, you know,
01:21:16
◼
►
it's even more competitive than the XR was. The XR was already extremely competitive.
01:21:21
◼
►
And I really, Joanna and I talked about this, I really think, and I got a little pushback
01:21:25
◼
►
on it from some people, but I really think that for the most part, people should get
01:21:31
◼
►
the one level up from base storage.
01:21:33
◼
►
So both phones start at 64 gigabyte storage.
01:21:35
◼
►
- Completely agree.
01:21:37
◼
►
That's not enough.
01:21:38
◼
►
- And some people it is, and that's the, I get it.
01:21:41
◼
►
And there are, for those of you who sent me email
01:21:43
◼
►
and tweets saying, hey, I'm only using 38 gigabytes
01:21:47
◼
►
on my phone, so 64 is plenty for me,
01:21:49
◼
►
and I use the cloud storage for everything.
01:21:52
◼
►
So I get it.
01:21:54
◼
►
But that's an informed decision.
01:21:56
◼
►
And the people who listen to this show
01:21:58
◼
►
know that they really can fit their life comfortably in a 64
01:22:02
◼
►
gigabyte base model storage. That's, you know, you know what
01:22:06
◼
►
you're doing. I think for typical people, though,
01:22:08
◼
►
especially if you want to shoot lots of, you know, 4k video and
01:22:12
◼
►
stuff like that. It, you should go up a level but that's where
01:22:16
◼
►
the pricing difference is really stark. And I'll just emphasize
01:22:20
◼
►
it again, because the 11 goes to 128. And it's only 50 bucks
01:22:24
◼
►
more. So for 50 bucks, you can double your storage from 64 to
01:22:28
◼
►
128. And it's it's, it's nothing like the old days where we
01:22:32
◼
►
complained so vociferously about the 16 gigabyte base model
01:22:37
◼
►
storage. It was unbelievable, right? And it kept going on year
01:22:41
◼
►
after year after year, right. And you have to remember that
01:22:44
◼
►
it that that 16 gigabyte needed to include the system software.
01:22:48
◼
►
So however many gigabytes iOS and the apps that you include,
01:22:53
◼
►
And Apple likes to give you, you know, every time you upgrade, they stick you with GarageBand
01:22:57
◼
►
again, which is a great app.
01:22:59
◼
►
It's a fantastic app.
01:23:00
◼
►
But I have no musical inclination at all.
01:23:03
◼
►
And GarageBand is like a 380 megabyte app.
01:23:07
◼
►
And I guess that they load some of that stuff on demand, so it's not really taking up the
01:23:11
◼
►
But anyway, the 16 gigabyte phones included the OS.
01:23:15
◼
►
The 64 gigabytes do too.
01:23:16
◼
►
And it's not, you know, you get most of that 64, I guess, to use.
01:23:20
◼
►
when you go from 64 to 128, the entire extra 64 you get to use. That's not used by the phone.
01:23:26
◼
►
But the iPhone 11 Pro is just like the previous high-end, the X and the XS, at that $1,000 plus
01:23:37
◼
►
price tier, you have to go all the way to 256 from the base model, and it costs $150 to go
01:23:43
◼
►
from the base model to that. So to me, it, there's a $300 difference at the 64 gigabyte base model
01:23:51
◼
►
tier, but there's a $400 difference between the 11 and the 11 Pro if you just go from the usable
01:23:58
◼
►
tier. Yeah. And again, it's not apples to apples because the 11 is 128 and the Pro is 256. But that
01:24:04
◼
►
128 is so, so much good enough for most typical people. So to me, it's a $400 difference. And I
01:24:12
◼
►
I think that's significant. I do question, I question how much of it that this lowering
01:24:18
◼
►
the prices, I think you're exactly right, that the 11 is $50 less than the comparable
01:24:24
◼
►
10 our models were last year and the 10 are and I think this is really I think it's
01:24:28
◼
►
a huge deal. And really does justify calling the overall lineup as being lower price is
01:24:35
◼
►
that the 10 are really dropped in price. I forget what it's cost but $150 Yeah, I've
01:24:40
◼
►
And it used to only drop 100.
01:24:44
◼
►
Not just that, but the iPhone 8 dropped 152.
01:24:46
◼
►
So the iPhone 8 went from $599 to $449.
01:24:51
◼
►
So, yeah, so basically everything other than the top-end model went down by price by at
01:25:01
◼
►
least $50 more than it did previously.
01:25:05
◼
►
I just wonder, I don't question it, but I wonder how much of it is strategic and how
01:25:09
◼
►
much of it is just that they didn't really want the XR to cost as much as it did last
01:25:17
◼
►
year, but that's what it cost if they were going to maintain their margins.
01:25:21
◼
►
There might be something to it, particularly for memory pricing. Because I remember when
01:25:25
◼
►
the iPhone 8 jumped up to $699, that was at a time when DRAM pricing was through the roof.
01:25:32
◼
►
And so actually Apple's margin on that phone wasn't that much greater because a huge
01:25:37
◼
►
part of that increase was eaten up by memory pricing. And right now, DRM prices are very
01:25:45
◼
►
low. So you may be right. It may be that the memory, this is driven more by the cost of
01:25:52
◼
►
their components. And that's one of the biggest costs in the phone and it's one
01:25:57
◼
►
that changes the most. I mean, memory is notorious for it goes to these peaks and valleys. And
01:26:02
◼
►
been doing that for 50 years, gonna be doing it for the next 50 years. So that might be part of it.
01:26:09
◼
►
But at the same time, once they raised the price, they could have kept it that way. Exactly. And
01:26:16
◼
►
just taken the extra margin. And they didn't. They brought it back down. And to me, that's a good
01:26:21
◼
►
sign. There's always been the vague sort of concern that does Apple care a little too much
01:26:31
◼
►
about their margins and not enough about sort of the the ecosystem viability and it turned out with
01:26:36
◼
►
the iPhone that the the market was so large that there was enough room for two there you know both
01:26:41
◼
►
iOS and Android and particularly with iOS you know customers willingness to buy and whatnot
01:26:46
◼
►
but but when it comes to services and stuff that you invest in and you need to sort of spread out
01:26:53
◼
►
those costs and the maximum number of people this isn't really an ecosystem question iOS is a viable
01:26:57
◼
►
ecosystem without question, but at this point, from Apple's perspective, every single extra
01:27:04
◼
►
iPhone that's out in the market just makes the rest of their company's business that
01:27:08
◼
►
much—the profit, you make it up in volume, in a very real sense.
01:27:16
◼
►
Yeah, and I do think that the—DRAM is certainly part of it. I think that the Face ID versus
01:27:22
◼
►
Touch ID is a little bit more expensive and I know that the XR and now the 11 don't have
01:27:28
◼
►
the super fancy and clearly expensive OLED display.
01:27:33
◼
►
Oh yeah, that's crazy expensive.
01:27:34
◼
►
But I do think it has to be more expensive to make the 11's LCD with the round corners
01:27:44
◼
►
that goes close.
01:27:45
◼
►
Again, the bezels are slightly larger than on the Pro models, but compared to the old
01:27:51
◼
►
forehead and chin iPhones, it's more expensive. So the display, even though it's only quote
01:27:56
◼
►
unquote only an LCD, I think it's a wonderful display. It's still it's got to be a little
01:28:00
◼
►
bit more expensive. I think face ID is clearly a little bit more expensive than touch ID.
01:28:04
◼
►
So I think it was a little bit of column A and a little bit of column B where the 10R
01:28:08
◼
►
had to be a little more expensive. But I think you're right that that once they bit the bullet
01:28:12
◼
►
and raise those prices, they could have kept them there. And they clearly chose not to.
01:28:16
◼
►
I think it's great for consumers, I really do.
01:28:20
◼
►
It's just, as these 11s settle in,
01:28:24
◼
►
I just think that the value proposition
01:28:27
◼
►
of the regular iPhone 11 is just phenomenal.
01:28:30
◼
►
It's, you get the great 1X camera that's exactly the same.
01:28:35
◼
►
You get the ultra-wide, which is probably more useful
01:28:38
◼
►
for more people than telephoto.
01:28:40
◼
►
Same exact A13 chip, you get a,
01:28:43
◼
►
It's not the same display, but it's a great display.
01:28:46
◼
►
You get great battery life.
01:28:47
◼
►
It's just a great phone,
01:28:48
◼
►
and now it's a little bit less price.
01:28:50
◼
►
- Yeah, and I think it's great for Apple too.
01:28:53
◼
►
- Yeah, so the rumor, it's rampant now,
01:28:55
◼
►
and Ming-Chi Kuo had a report
01:28:58
◼
►
that was circulating this week.
01:29:00
◼
►
I was gonna say confirming it,
01:29:02
◼
►
but as close as we can get to confirming
01:29:04
◼
►
that Apple's full steam ahead on this rumored SE2
01:29:09
◼
►
for early in 2020, which will look like supposedly an iPhone 8, but will have the A13 chip from
01:29:20
◼
►
this year's phones, which is exactly what Apple did with the SE years ago when it came
01:29:27
◼
►
out. They used previous generations hardware design, which was the iPhone 5 5S design.
01:29:36
◼
►
But when the iPhone SE came out, it had whatever the A-series chip was from the iPhone.
01:29:41
◼
►
I guess it was the iPhone 6.
01:29:45
◼
►
And for the record, the iPhone 5S was the pinnacle of iPhone design.
01:29:49
◼
►
You know, I spent a day with my iPhone.
01:29:51
◼
►
I don't have an…
01:29:52
◼
►
I never bought an SE, so I don't have an SE to use, but I still have my iPhone 5S.
01:29:57
◼
►
And I do it every year.
01:30:00
◼
►
I put my SIM card in it and spend a day with it, and it's like, "Man, this is…
01:30:05
◼
►
an easily pocketable, lightweight design. Oh, it's just gorgeous. It's absolutely gorgeous.
01:30:11
◼
►
It also feels so sturdy. It feels like I don't know why anybody ever put a case on it. It
01:30:15
◼
►
just feels like you could literally throw it against a wall and it wouldn't crack.
01:30:19
◼
►
Yep. Yeah, no, I don't think I used a case then. I think I switched the cases once they
01:30:23
◼
►
got too big to sort of keeping your hand. Because the iPhone 4 was incredible, but that
01:30:29
◼
►
That glass back was—once they went to the all-metal enclosure, that's where it really
01:30:37
◼
►
hit its stride.
01:30:38
◼
►
So spending a day with my iPhone 5S, in addition to the size, which I want to come back to,
01:30:44
◼
►
because I think that's the thing that is most going to upset people about the rumored
01:30:49
◼
►
iPhone 8 size of this SE 2.
01:30:53
◼
►
But the other thing that really struck me—it's size and weight—unbelievable.
01:30:56
◼
►
The fact that it's so light makes it feel so,
01:30:58
◼
►
it just feels like you could,
01:30:59
◼
►
if it fell off your desk, it would be no problem.
01:31:02
◼
►
The fact that it's aluminum instead of glass on the back.
01:31:04
◼
►
But that's what struck me about that aluminum on the back,
01:31:08
◼
►
is I do have a Qi charger on my nightstand.
01:31:12
◼
►
It is not that much more convenient
01:31:17
◼
►
than just plugging in a cable or having a dock,
01:31:19
◼
►
especially if you have a table, you know, bedside dock
01:31:22
◼
►
where you can stick your phone overnight
01:31:24
◼
►
to charge overnight.
01:31:25
◼
►
Like, I do have the wireless charger from my phone.
01:31:29
◼
►
I use it, but I would probably happily trade
01:31:33
◼
►
to have an aluminum back on my iPhone 11 Pro
01:31:36
◼
►
and give up Qi charging.
01:31:39
◼
►
And there's still rumors that maybe in a software update,
01:31:43
◼
►
Apple's going to enable the iPhone 11s
01:31:46
◼
►
to charge your Apple Watch if you put it on the back
01:31:49
◼
►
or something like that,
01:31:50
◼
►
that there might be a two-way charging.
01:31:52
◼
►
That's all nice, it's neat,
01:31:54
◼
►
But I would honestly trade it for an aluminum back.
01:31:57
◼
►
Just I like the way it feels and I like the durability.
01:32:01
◼
►
I mean, have you seen the prices?
01:32:02
◼
►
If you crack the back on your iPhone 11 Pro,
01:32:05
◼
►
it's like a $399--
01:32:06
◼
►
- It's like $600 something, is it?
01:32:07
◼
►
- Yeah, is it $600?
01:32:08
◼
►
Or maybe it's $399 if you have AppleCare+ and it's more.
01:32:11
◼
►
It's like $600.
01:32:13
◼
►
It's like you honestly might be better off
01:32:15
◼
►
just keeping it and buying another one.
01:32:18
◼
►
It's ridiculously expensive.
01:32:20
◼
►
I don't even understand how that can be
01:32:22
◼
►
it's not the display, but it's very expensive. As far as I know, the whole reason they've gone to
01:32:31
◼
►
glassbacks is for the Qi charging. I just can't. I'm so sick of it. The problem is that, at least
01:32:40
◼
►
for me, whitening cables always go bad over time. And that time when you wake up and you grab your
01:32:46
◼
►
phone and it's not charged because the cable like is not just kind of starting to not work
01:32:51
◼
►
here it got jiggled or whatever it might be and what I like about the Qi charging is you
01:32:57
◼
►
sit on there it buzzes and it's going to actually charge and it's not going to like your wake
01:33:01
◼
►
up and find a dead phone so uh the I have a Qi charger on my desk too I could plug it
01:33:07
◼
►
in there that'd probably be fine I'd plug it in half time I have a cord here also but
01:33:11
◼
►
honestly just for that peace of mind that I know the phone's gonna be charged for sure
01:33:15
◼
►
when I wake up. I am pro-cheat charging. But there's also an argument that I should get
01:33:23
◼
►
my shit together and have working cables. So I could go in both directions.
01:33:28
◼
►
It just occurred to me, just using the 5S for a day, it just occurred to me that glass
01:33:32
◼
►
is a very odd substance to make a $1,000 to $1,500 device out of.
01:33:38
◼
►
It is. It is.
01:33:39
◼
►
- It's like you go into the Leica store
01:33:42
◼
►
and they're selling $5,000 cameras
01:33:45
◼
►
and it's like, I mean, I guess they have an LCD display
01:33:49
◼
►
on the back now, so that could crack,
01:33:50
◼
►
but they're not gonna make the majority of the frame
01:33:54
◼
►
out of glass.
01:33:55
◼
►
Like, it's just, when you think about it,
01:33:58
◼
►
it's just an odd, it's just odd that we have these
01:34:01
◼
►
very expensive cameras that are made out of glass,
01:34:04
◼
►
front and back.
01:34:05
◼
►
I mean, the front being glass is obvious
01:34:07
◼
►
because it's all display, it kinda has to be.
01:34:09
◼
►
It's just kind of odd that the back is glass
01:34:11
◼
►
when you think about it.
01:34:13
◼
►
Size, so I know that,
01:34:16
◼
►
I guess I should write about it,
01:34:19
◼
►
but in a way, I know that there are people
01:34:21
◼
►
who love that 5S eyes.
01:34:23
◼
►
And you called it the pinnacle of iPhone design.
01:34:26
◼
►
People love it.
01:34:27
◼
►
And what people really want Apple to do,
01:34:29
◼
►
people who love that size, is keep the size
01:34:32
◼
►
and just get rid of the chin and forehead
01:34:34
◼
►
and put an iPhone XR style LCD display in
01:34:39
◼
►
with rounded corners that takes up the whole front surface.
01:34:43
◼
►
So you'd get more screen area,
01:34:46
◼
►
but you would still have that same basic,
01:34:49
◼
►
entirely pocketable design.
01:34:51
◼
►
And by all of the accounts, that is not what Apple's doing.
01:34:56
◼
►
They're going with an iPhone 8 form factor
01:34:59
◼
►
with touch ID and the chin and forehead,
01:35:04
◼
►
- Which is disappointing if you love that small size,
01:35:06
◼
►
but it should be, to me, unsurprising,
01:35:08
◼
►
'cause in a way, what they're doing,
01:35:10
◼
►
like I said a couple minutes ago,
01:35:11
◼
►
they're doing exactly what they did with the SE.
01:35:15
◼
►
And the SE, I don't think, was defined by the size,
01:35:18
◼
►
from Apple's perspective.
01:35:19
◼
►
It was for people who were fans of the size.
01:35:22
◼
►
But from Apple's perspective,
01:35:23
◼
►
it was let's just take our previous generation form factor
01:35:27
◼
►
and update the internals to the latest and greatest
01:35:30
◼
►
and sell it at a low price.
01:35:32
◼
►
Apple's not going to invest in a completely new industrial design for what's going to
01:35:37
◼
►
be a very inexpensive phone. It's just not going to happen. So yeah, they're going to
01:35:43
◼
►
use what they have. And again, I can see the allure. I have no desire to use a 5S. I'm
01:35:51
◼
►
glad that they're getting rid of it, probably for our developer friends. They don't have
01:35:54
◼
►
to worry. Hopefully, you stop worrying about that size sooner rather than later. But yeah,
01:35:58
◼
►
fundamentally an economic issue. The reason they're doing that is because switching
01:36:05
◼
►
out the processor is relatively painless. While the other components are going to stay
01:36:09
◼
►
the same, making the case can stay the same, those assembly lines are still alive because
01:36:16
◼
►
they're still making the iPhone 8 and they're just going to change out the processor, which
01:36:24
◼
►
it a much more future-proof phone even though the industrial design is old and it makes a lot of
01:36:30
◼
►
sense. So I don't know. I would guess since they're replaying the strategy from the SE, I would guess
01:36:37
◼
►
that if you look back, I forget exactly when they announced the SE. I think it was either very late
01:36:42
◼
►
in March or very early April, if I recall correctly. I would guess that they'll announce this new
01:36:48
◼
►
iPhone SE, whatever they're going to call it, around the same time next year because it just
01:36:53
◼
►
feels like they're just replaying that strategy exactly. And I don't, like you just said,
01:36:59
◼
►
production-wise, I can't see how this would be a problem. I don't think there's going
01:37:02
◼
►
to be any kind of delay. I think it'll come out.
01:37:05
◼
►
Well, and there never was an iPhone 8S. So the name is available.
01:37:10
◼
►
Yeah, maybe that's what they'll call it. That's actually a very good guess. I'm
01:37:13
◼
►
going to steal that. The iPhone 8S. Yeah, I like that. I'm writing that down. iPhone
01:37:19
◼
►
to eat us. All right, let me take another break here. I think our next sponsor. Boy,
01:37:28
◼
►
this is a new one. I love it. I love that these guys are sponsoring the show because
01:37:32
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►
it's a new sponsor, but they're old friends. They're called Yes, please. And it's spelled
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Y. E. S. P. L. Z. I'm guessing that's how you pronounce it. I don't know. I don't have
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they should give everybody should know to give me a pronunciation note. So I'm going
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call it yes please but it's spelled y-e-s-p-l-z look there's all sorts of productivity hacks
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that work great for some people but not for others but the best productivity tool that
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performs miracles for almost everyone is coffee oh i just finished my coffee about two minutes ago
01:38:03
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and i already wish i had more uh yes please is a coffee subscription service that wants to bring
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If it ever happens to you, you should treat it
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as an emergency and get a coffee subscription service.
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Coffee Subscription Pioneers Tonks coffee
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from back in the day.
01:39:25
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They used to sponsor the show all the time.
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Well guess what, that's who's behind yes please.
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Love that these guys are sponsoring the show
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What else we got here Ben?
01:40:09
◼
►
Just waiting on charcoal
01:40:13
◼
►
I'm gonna talk about the Boeing 737 max saga briefly
01:40:19
◼
►
It's fascinating I know we've been sharing
01:40:23
◼
►
Messages about this that I'm generally like like I think a lot maybe a lot of techy's
01:40:29
◼
►
I'm an AV geek like I love following the airline industry generally
01:40:34
◼
►
My favorite blog is a thing called the cranky flyer
01:40:37
◼
►
Great blog another guy John Ostrore
01:40:40
◼
►
Runs a subscription site called the air current. Yeah, so I love reading about this stuff in general and have for a long time
01:40:47
◼
►
But this whole 737 thing has been has been I mean, it's incredible. It's incredible on multiple dimensions
01:40:54
◼
►
It's starting to it's starting to say
01:40:57
◼
►
When it first happened the first crash
01:41:01
◼
►
Was the one in I think Indonesia I forget which one was first but there were two deadly crashes tragedies
01:41:08
◼
►
First one it's sort of like fool me once shame on you fool me twice shame on me, you know
01:41:15
◼
►
It's like the first one it's like I don't know who knows what happened. Maybe it's a fluke the second one
01:41:19
◼
►
Everybody was like hey what something is wrong with this plane, right?
01:41:22
◼
►
That just doesn't happen and it would they were both weird crashes that it's just
01:41:28
◼
►
Very weird the details start coming out and this whole story about them
01:41:33
◼
►
It just it just read like bad leadership of that
01:41:39
◼
►
Basically when a new plane comes out with new controls and a new flight, what do they call a flight?
01:41:46
◼
►
envelope envelope
01:41:50
◼
►
Pilots, you know, this is seems like a good good rule pilots have to be retrained on this
01:41:57
◼
►
Yes, because if a new plane flies differently than what the pilot is used to, all the pilots
01:42:04
◼
►
need to train on it.
01:42:06
◼
►
And the major airlines have a lot of pilots, and so in the aggregate, a new plane would
01:42:12
◼
►
require an aggregate large number of pilot training hours.
01:42:18
◼
►
So you can see why the airlines would like to buy planes that pilots don't need to retrain
01:42:23
◼
►
on because that would save them money of, you know, they'd rather have to be paying
01:42:28
◼
►
their pilots to fly flights than to train. But you can also see why there is a law that
01:42:34
◼
►
if the plane flies differently, the pilots need to retrain, right? Both things make perfect
01:42:39
◼
►
sense. And what happened with the 737 MAX is it flew differently. And Boeing knew that
01:42:44
◼
►
would be a bad, hard sell to the airlines. And so they use software to try to make it
01:42:51
◼
►
fly like previous 737s and it turns out that's exactly as bad an idea as it sounds.
01:43:17
◼
►
it's the pilot's plane. And so it's in a weird sort of way, it's almost like this would have
01:43:25
◼
►
been better off on an Airbus plane where you kind of expect the plane to be in control. But the fact
01:43:32
◼
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that a Boeing plane, you expect the pilot to be in ultimate control, and it turned out they weren't,
01:43:39
◼
►
like almost made it even worse, because it was against sort of the ethos and understanding of
01:43:43
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►
what these planes sort of mean.
01:43:45
◼
►
Yeah, and it really shines a spotlight on the rot at the center of Boeing's company culture.
01:43:53
◼
►
And you know, this is all old hat to you. I'm a way less of a aviation nerd than you or Dan Frommer,
01:44:01
◼
►
but I'm kind of into it. And it's interesting. And Boeing has always been a fascinating company. But
01:44:05
◼
►
basically, long story short, Boeing was always known as an engineering driven company. And
01:44:11
◼
►
And the record speaks for themselves.
01:44:16
◼
►
The 737 came out in the end of the '60s
01:44:20
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and was their best-selling plane until recently.
01:44:23
◼
►
It had three decades at the top.
01:44:26
◼
►
- Oh, it still is.
01:44:27
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►
I mean, it still is, yeah.
01:44:28
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►
- It's just a phenomenal design.
01:44:31
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►
That doesn't happen
01:44:32
◼
►
without truly great engineering and design.
01:44:35
◼
►
And secondarily, Boeing traditionally always had
01:44:40
◼
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a firewall between their commercial aviation division and their military division. And the
01:44:48
◼
►
military stuff, for obvious reasons, is much more bureaucratic and not as engineering-driven because
01:44:55
◼
►
all sorts of, you know, you end up with, you know, everybody knows the pork barrel stuff,
01:45:01
◼
►
where somebody, some senator from Montana wants to have something in the state, you know,
01:45:08
◼
►
let's make the screws for the wings in Montana, whether that's the best decision or not.
01:45:13
◼
►
It's a political decision, not an engineering decision. And then in the '90s, Boeing
01:45:20
◼
►
acquired McDonnell Douglas, which was primarily, ostensibly a competitor at the time, but was much
01:45:27
◼
►
more focused on the military stuff. And however it came about, the McDonnell Douglas leadership
01:45:34
◼
►
wound up in charge of Boeing. It's sort of like one of those "reverse acquisitions,"
01:45:38
◼
►
like when Apple acquired Next and Steve Jobs and the Next crew wound up running the company.
01:45:44
◼
►
But definitely a bizarro version of that.
01:45:46
◼
►
A bizarro version because with Apple and Next, it was terrific leadership that was focused
01:45:51
◼
►
on exactly the right thing, which is great products. And the McDonnell Douglas thing
01:45:57
◼
►
was the opposite. Instead of focusing on making great airplanes, it was like squeezing money
01:46:01
◼
►
out of pinching corners and making decisions like the 737 MAX, which—
01:46:06
◼
►
Justin: Well, the thing is, before the 737 MAX was the 787, which was an absolute disaster.
01:46:11
◼
►
And there they tried to outsource everything and were trying to put the costs on everyone else,
01:46:19
◼
►
and they were getting pieces that were coming together that didn't even fit together,
01:46:23
◼
►
and there was—they forgot to design, to specify how the wires would connect with each other.
01:46:29
◼
►
just an absolute disaster. They ended up spending way more than they would have otherwise,
01:46:34
◼
►
and delayed hugely, which also led to the 737 MAX, where instead of building a completely new
01:46:40
◼
►
plane like they probably should have, they said, "Well, let's re-engine sort of the venerable
01:46:46
◼
►
737 one time." So it's not just this, it's a cascading series of decisions over years,
01:46:53
◼
►
And it's amazing that these same folks are, yeah, I mean, it's a, this is a mess Boeing that is in
01:47:03
◼
►
right now that has been building for like 20 years, 25 years. And there's lots of other stuff in there
01:47:07
◼
►
like Weber and Ress, they built a new factory down in a non-union state and there's been apparently
01:47:14
◼
►
a ton of problems with those, and this is in a union commentary, so they've always built their
01:47:19
◼
►
their airplanes in Washington. And they moved away from that, not for engineering reasons,
01:47:24
◼
►
to your point, but for other reasons. And that's led to a lot of problems. And they
01:47:28
◼
►
moved their headquarters to Chicago, which is stupid. I mean, it's literally been like
01:47:35
◼
►
25 years of ineptness, but all those decades of engineering leadership have carried them
01:47:42
◼
►
through because the 737 was been selling the 777 was an absolutely brilliant plane. I think
01:47:49
◼
►
like the most profitable plane ever that has carried them through. But everything since then
01:47:55
◼
►
has just been a total mess. And it's just sort of heartbreaking because a great company, a company
01:48:02
◼
►
that has a decades-long record of being a great company is like a great thing to appreciate,
01:48:09
◼
►
you know? And it's just sort of a sad thing to see it. And it wasn't like, you know, sometimes
01:48:17
◼
►
a great company fades away because what they do fades away. You know, like maybe Kodak is a good
01:48:23
◼
►
example. And you can, you know, certainly you can make the argument that Kodak should have seen the
01:48:27
◼
►
digital thing coming and they had some great bet they invented the digital camera. That's the crazy
01:48:32
◼
►
thing about it. Right. And, and, and instead of, uh, uh, obsoleting themselves, yeah, obsoleting
01:48:42
◼
►
their own film business with their the up-and-coming digital business they you know tried to stick
01:48:47
◼
►
their heads in the sand and say film isn't going away um so that i guess kodak is sort of a not the
01:48:55
◼
►
best example because that's sort of i think i do think it's a good example though because like
01:49:00
◼
►
to your point a lot of companies go away because their industry and their place in the industry
01:49:05
◼
►
goes away through technological change. And with Boeing, actually, airplanes and commercial
01:49:11
◼
►
airplane sales are a bigger and more important industry than ever. It's completely self-inflicted.
01:49:17
◼
►
Right. That's, yeah, that's my point. Yes, it is completely self-inflicted, and that just is hard
01:49:23
◼
►
to watch. That is just sad. And what sucks about it, the 787 is a perfect example. Boeing, like,
01:49:31
◼
►
if they would have just developed the 787 the same way they developed every plane previously,
01:49:36
◼
►
and built it the same way previously, and did most of the work themselves in Washington like
01:49:40
◼
►
they did previously, they would be in phenomenally better financial shape than they were, than they
01:49:45
◼
►
ended up being. And so it's not only, it's like one thing if you cheap out, but at least you saved
01:49:52
◼
►
money, even though it might not have been as good as it would have been otherwise, they cheaped out
01:49:56
◼
►
and ended up spending way more in the long run. It's really a phenomenal run of mismanagement
01:50:08
◼
►
over literally a couple of decades.
01:50:11
◼
►
Dave: Yeah, and self-inflicted is just exactly—that just gets to the core of what I wanted to talk
01:50:17
◼
►
about, and it's just a bit sad. Hopefully they can turn it around. I don't know. It
01:50:21
◼
►
It feels to me like this MAX situation is going to be a legal nightmare for them.
01:50:26
◼
►
I mean, because the news that came out this week was that there was a whistleblower within
01:50:30
◼
►
the company in the engineering division whose report, more or less before any of these planes
01:50:38
◼
►
crashed, more or less said that this is all a disaster and management has ignored our
01:50:46
◼
►
warnings about this, that they pretty much ignored warnings from within the engineering
01:50:53
◼
►
division that the problems that we now know are real were going to be real, which is probably
01:50:59
◼
►
not good in terms of their liability for these things.
01:51:04
◼
►
Speaking of self-inflicted, you've been writing a bit about the Apple in China and
01:51:11
◼
►
Hong Kong and whatnot stuff. And I think there's a meta point to be made here. I've been writing
01:51:20
◼
►
about Apple in China, basically, ever since the Trump election, I think. And maybe before
01:51:29
◼
►
that, I'm trying to remember when exactly I was horny on this point. But it's very,
01:51:34
◼
►
very interesting. And what's interesting is Apple was by far the most successful sort
01:51:41
◼
►
of consumer tech company in particular in China. And the reason is because they had
01:51:45
◼
►
the right perfect business model. They weren't a service which could be blocked by the great
01:51:50
◼
►
firewall. They weren't pure software which could be pirated like Microsoft software is
01:51:54
◼
►
pirated. Because they sold software differentiated hardware, they could go into China and make
01:52:01
◼
►
the exact same margins in China that they were making everywhere else and be tremendously
01:52:05
◼
►
profitable doing so. It turns out though, that what goes around comes around. And after
01:52:14
◼
►
several years of China being a huge profit center, now it's a huge problem. And obviously,
01:52:23
◼
►
Apple's sort of exposed on both sides where they have the manufacturing there and they
01:52:28
◼
►
have the huge market there to sell, and they are more than any other tech company by, you know,
01:52:34
◼
►
at least U.S. tech company, you know, stuck in this trade war. And not just a trade war,
01:52:40
◼
►
but, you know, to the extent there is a sort of ideological war, it's a very tough place to be.
01:52:45
◼
►
Uh, yeah, because the other tech giants don't have physical goods. I mean, Apple, you know,
01:52:52
◼
►
Facebook, I mean, I get the they make stuff Facebook has these gadgets and and Amazon makes the
01:52:59
◼
►
Gadgets and Google's makes gadgets and words. We just talked about beginning of the show Microsoft makes gadgets
01:53:05
◼
►
They all do make their own gadgets
01:53:07
◼
►
but for all of those other giants that gadgets are a side business and for Apple, it's the inverse that the
01:53:14
◼
►
You know the vast overwhelming majority of the company's revenues and profits come from selling
01:53:20
◼
►
iPhones in particular but gadgets, you know overall the services are the
01:53:24
◼
►
Again, they're growing. They're they're right to focus on it
01:53:27
◼
►
We don't have to talk about it
01:53:28
◼
►
But it's you know
01:53:29
◼
►
Apple services revenues dwarf compared to the hardware stuff and the hardware stuff the iPhone in particular. They're all made in China
01:53:35
◼
►
And so they're completely square in the middle of the trade war with the Trump administration. I
01:53:40
◼
►
Think it's always been hmm
01:53:43
◼
►
this seems a dangerous place to put all your eggs in one basket because
01:53:48
◼
►
It's a communist dictatorship.
01:53:53
◼
►
I want to dwell on that because it's the most interesting about this. The whole Apple
01:54:00
◼
►
doctrine and the Cook doctrine talks about this idea of we need to control our most important
01:54:06
◼
►
technologies. And it turns out, maybe the most important Apple skill set and capability
01:54:14
◼
►
is its ability to manufacture massive numbers of devices that are very highly engineered
01:54:22
◼
►
and are manufactured at an extremely high level of quality. And it turns out that they
01:54:27
◼
►
don't have control of that. Like, they don't have control because it's in another country
01:54:34
◼
►
that follows a different value system than the one that Apple does, broadly speaking.
01:54:41
◼
►
I mean, there's certainly, you know, the whole thing about Apple privacy is a human right.
01:54:46
◼
►
Like it rings a bit cello when, when, when, you know, given their, their position in China in some
01:54:53
◼
►
respects, and also they're stuck in the middle of this trade war and, and we weaving aside it,
01:55:01
◼
►
which is extremely difficult to do. So bear with me here, but leaving aside the Trump sort of angle
01:55:07
◼
►
here. This collision of the US and China, I think in many respects is bigger and broader
01:55:14
◼
►
than Trump. And it was probably there was a degree that was inevitable is going to happen
01:55:20
◼
►
at some point. And I think what is a little concerning from the Apple perspective is it
01:55:26
◼
►
kind of feels like they didn't see it coming at all. And they're stuck and they really
01:55:32
◼
►
have no good options.
01:55:33
◼
►
Right, and there was a bit of news last week where Apple officially announced that the
01:55:37
◼
►
new Mac Pro, just like the previous trash can Mac Pro, will be manufactured in Austin,
01:55:43
◼
►
Texas, and that there's some kind of exemption from the tariffs that will allow them to import
01:55:52
◼
►
some of the components from China without paying tariff, blah, blah, blah.
01:55:56
◼
►
But the Mac Pro is literally the most niche hardware product that Apple makes.
01:56:01
◼
►
it might as well be called the Mac niche.
01:56:03
◼
►
I mean, it's by definition.
01:56:05
◼
►
I mean, it starts at five,
01:56:06
◼
►
and there's nothing wrong with that.
01:56:09
◼
►
But it's a $5,000, and really,
01:56:11
◼
►
in the configurations, most people who want
01:56:14
◼
►
and need a Mac Pro are gonna cost a lot more than $5,000.
01:56:17
◼
►
It's the price of a compact car.
01:56:21
◼
►
- You mean 128 gigabytes of hard drive is not sufficient?
01:56:25
◼
►
- Well, probably not.
01:56:26
◼
►
It's like, oh, yeah, I work at Pixar,
01:56:29
◼
►
here I've rendered one frame. I've got one frame of the movie here on my Mac Pro.
01:56:37
◼
►
I can, you know, yeah probably not. But they are in no position, I mean so, you
01:56:43
◼
►
know, that news I'll mention it, but I mean they are in no position to move
01:56:47
◼
►
iPhone production out of China. I mean it's really staggering. I would love
01:56:51
◼
►
to, you know, and it just must be an amazing thing to behold, you know, with
01:56:58
◼
►
how many, you know, to be able to produce 70 million or however many tens of million iPhones
01:57:06
◼
►
in a quarter with a brand new design and stuff like that, it's just staggering when you do the
01:57:11
◼
►
math and just think about how many they're making a day, you know, that there's like a million of
01:57:15
◼
►
them literally and how many million shipped on Friday, September 24th or whatever the day was
01:57:23
◼
►
when people who pre-ordered the minute that the pre-orders went available got their iPhones.
01:57:29
◼
►
Just staggering to think how many of these things come out. They're in no position to move that
01:57:33
◼
►
elsewhere or diversify. I mean, if… Yeah, and people are going to email and say, because they
01:57:38
◼
►
have set up factories like Brazil and India primarily to get around really restrictive
01:57:42
◼
►
sort of import controls in those countries, but they're not remotely capable of scaling to
01:57:48
◼
►
servicing the rest of the world the way China is. And they're stuck. Apple's really fundamentally
01:57:55
◼
►
stuck. They are not really capable of going elsewhere. And at the same time,
01:58:01
◼
►
as you've been writing about, it's kind of getting to be an increasingly untenable position,
01:58:08
◼
►
particularly in the context of Apple's rhetoric around the sort of company they claim to be and
01:58:13
◼
►
and the things they claim to believe in.
01:58:15
◼
►
- Right, and privacy is a human right.
01:58:17
◼
►
Literally, that's words that come out of their mouths.
01:58:22
◼
►
Tim Cook has said, "Privacy is a fundamental human right."
01:58:26
◼
►
China is a surveillance state.
01:58:29
◼
►
I don't mean to laugh, it's actually not funny at all.
01:58:33
◼
►
It's tragic.
01:58:35
◼
►
It is difficult.
01:58:38
◼
►
Now, I'm of the opinion that the fact that Apple
01:58:40
◼
►
in the Chinese market and and sells you know iPhones and you and I have talked
01:58:46
◼
►
about this a lot about how they're there we don't have to rehash it now but that
01:58:51
◼
►
their their success in the Chinese market has waxed and waned significantly
01:58:56
◼
►
more significantly than they have in other markets because the Chinese market
01:58:59
◼
►
is unique and the people you don't get locked into the Android or iOS
01:59:07
◼
►
ecosystems in China the way you do in other countries,
01:59:11
◼
►
'cause China has its own stuff,
01:59:13
◼
►
and you just use that stuff on an iPhone,
01:59:15
◼
►
or you use it on an Android phone,
01:59:16
◼
►
and if you wanna switch to a Huawei phone,
01:59:18
◼
►
you just switch and your stuff moves over.
01:59:20
◼
►
And you've talked about how,
01:59:23
◼
►
so that stuff like having a new rose gold color
01:59:26
◼
►
is very much more important in the Chinese market
01:59:28
◼
►
than elsewhere, because being able to signify
01:59:30
◼
►
that you have the new top of the line iPhone
01:59:33
◼
►
is more important, 'cause that might be really
01:59:35
◼
►
more than iOS or any part of the ecosystem. That's why people are doing blah, blah, blah.
01:59:40
◼
►
I don't think it's a problem. I think it's very, it requires a nuanced discussion to
01:59:45
◼
►
talk about Apple selling iPhones in a market that with politically difficult leadership
01:59:53
◼
►
like China. Because in some ways it's good if you're in China and you are as a Chinese
02:00:01
◼
►
citizen concerned with your privacy. Isn't it better that if you're fortunate enough
02:00:06
◼
►
to be able to afford an iPhone, isn't it great that you have the option of buying a phone
02:00:12
◼
►
that probably is more private than most of the other phones in the Chinese market and
02:00:17
◼
►
that protects your stuff? And whatever sacrifices Apple had to make to host Chinese iCloud accounts
02:00:24
◼
►
on servers within mainland China, we don't know what's going on with that and what sort
02:00:30
◼
►
of access the Chinese state has to that. But if it's as private as Apple would suggest
02:00:35
◼
►
that it is, it's better than if Apple just said, "You know what? We don't support
02:00:40
◼
►
China. We're pulling out. We're not going to sell our products in China." There's
02:00:47
◼
►
people who want Apple to do that, who think that if Apple's actions match their rhetoric,
02:00:53
◼
►
they should take a stance and say, "We won't sell our products in China because we support
02:00:57
◼
►
privacy in China's government is anti- privacy. I don't know. I get how that would please
02:01:04
◼
►
people who want Apple to make a stink about this, and it would certainly raise a ruckus
02:01:09
◼
►
and draw a lot of attention. But would that actually be good for the people in China who
02:01:14
◼
►
want iPhones and want the most privacy they can get? I would say no, it's not good.
02:01:21
◼
►
I think that requires nuance. But I do think though that, like you said, it's starting
02:01:26
◼
►
to come to a head and it's starting to become untenable.
02:01:31
◼
►
I think the point that you're driving at is, yeah, the sell of iPhones is one thing.
02:01:38
◼
►
The reason why Apple is in a no-win position is the manufacturer of iPhones.
02:01:44
◼
►
That's the part that like, they're just like, it's literally where else can they go, and
02:01:52
◼
►
are paying the price for decisions that were made many, many years in the past. And yeah,
02:02:02
◼
►
it's, I mean, I think they, my feeling is they need to start in making the sort of investments
02:02:11
◼
►
and pushing out into other countries and whether it's India or Brazil or they go to Vietnam
02:02:17
◼
►
or wherever it might be, like figuring out ways to start building out. But the problem
02:02:20
◼
►
is it's going to be, it's going to take years, but if it's going to take years, no better
02:02:25
◼
►
time to start than now. And my concern is that there's just a hope that this is going
02:02:31
◼
►
to blow over. And you talk about the Mac Pro and Apple getting the exemption. I mean, it
02:02:35
◼
►
kind of feels like Tim Cook played Donald Trump like a violin. I mean, I don't think
02:02:42
◼
►
they're making production decisions about the Mac Pro in October of the year it's going
02:02:47
◼
►
to ship, right?
02:02:48
◼
►
Right. Yeah, they were going to make that in Texas no matter what. So that, right.
02:02:53
◼
►
So I worry though that it's going to embolden Apple to be like, look, we can muddle through
02:02:59
◼
►
and it's all going to be okay. And I'm not sure in the one where it's going to
02:03:03
◼
►
be okay. Like, like, and so there's some really serious decisions that Tim Cook is
02:03:09
◼
►
going to have to make. And this is absolutely a CEO level, CEO level Tim Cook decision.
02:03:14
◼
►
He's the one that got him into China in the first place. And if they need to get out,
02:03:17
◼
►
the one that needs to get them out. And it's going to be really tempting to say, "This
02:03:22
◼
►
is all going to blow over. It's going to be fine." And I don't know. I don't
02:03:26
◼
►
know if it's going to be fine.
02:03:28
◼
►
It's interesting that Samsung is now out of China. I guess it does—the two sides
02:03:34
◼
►
of the coin go hand in hand in a way that I don't quite understand, that people are
02:03:40
◼
►
at least drawing the connection. Where China—or Samsung at one point had 15 percent just like
02:03:45
◼
►
six years ago had 15% of the Chinese phone market and with the rise of the in China brands
02:03:53
◼
►
like Huawei and what's the other one? Zee or what?
02:04:00
◼
►
Yeah, there's a couple, but there's a couple of up and coming companies making truly impressive.
02:04:05
◼
►
Yeah, Xiaomi is the one I was thinking of. Well regarded high end hardware within and
02:04:14
◼
►
those companies have eaten Samsung's lunch. Samsung is under 1%, effectively zero in the
02:04:19
◼
►
Chinese market. And they've now just this week, pulled out of China for all assembly and
02:04:24
◼
►
manufacturing. So it's obvious, you know, the interesting part of that to me is like,
02:04:29
◼
►
it's proof that a company that Samsung makes more phones than Apple per year. So obviously,
02:04:36
◼
►
it's possible to make 100 million phones without making a single one of them in China.
02:04:43
◼
►
John: That's a great point. It's a great point. And it's mostly in South Korea, but
02:04:48
◼
►
yeah, it's a great point.
02:04:49
◼
►
Trevor Burrus It's not like China alone can do it, but
02:04:53
◼
►
it's not, again, like you said, to borrow a Chinese proverb, "A journey of a thousand
02:04:58
◼
►
miles starts with a single step." It's not like all of a sudden Apple can snap its
02:05:02
◼
►
fingers and make all of its phones outside China next year. This would take years. This
02:05:07
◼
►
is a long, long thing if they're going to do it. Anyway, the other news this week was
02:05:12
◼
►
a, you know, there's these protests, democracy protests in Hong Kong, the politics of which
02:05:19
◼
►
we don't have to touch upon, but you know, it's certainly interesting. It's been months
02:05:25
◼
►
long, it is certainly significant. And the Apple angle is that there is an app, a service
02:05:31
◼
►
called HK Map Live. And basically it is a map that shows police activity and other information
02:05:44
◼
►
that apparently is very useful for people, even people not just for the protesters. It's
02:05:51
◼
►
useful for people who are trying to avoid the protests. And there are, you know, it's
02:05:55
◼
►
all sorts of stuff. It's useful information. They have an app that they, it's available
02:06:00
◼
►
for Android, they submitted it to Apple, and Apple's App Store review process rejected
02:06:05
◼
►
it on the grounds that it was—I forget the exact words—but basically that Apple accused
02:06:12
◼
►
it of trying to circumvent law enforcement, which really does not seem to be the case.
02:06:16
◼
►
I mean, and again, maybe somebody's politics are such that they, you know, because the
02:06:21
◼
►
Hong Kong protesters are on the side of democracy, and then the other side is the Chinese communist
02:06:26
◼
►
dictatorship that Apple should allow it anyway. But it really just, it's just information.
02:06:31
◼
►
It's effectively, you know, like traffic, you know, that this police activity is a real
02:06:37
◼
►
thing. The police don't even want people, you know, in some regards, I don't even think
02:06:40
◼
►
the police would object to this app. It's not, it just seems very, it seems like a very
02:06:46
◼
►
strange wrongheaded rejection. And it raises the question, the obvious question, you know,
02:06:51
◼
►
A lot of people seem to jump to the conclusion that Apple rejected it, for lack of a better
02:06:57
◼
►
word, kowtowing to the Chinese government that they just don't want to have anything
02:07:01
◼
►
that looks like Apple is siding with the protesters in Hong Kong.
02:07:07
◼
►
I think, again, the Hanlon's razor argument that never attributed to malice, that which
02:07:12
◼
►
can be attributed to stupidity, often is the case with the App Store, unfortunately.
02:07:19
◼
►
Even the HK map developer seems to think that might be the case. Give Apple a couple of
02:07:25
◼
►
days to relook at this and maybe it'll go through. Apple can't screw up stuff like this
02:07:34
◼
►
with China. Of course, it's perfectly reasonable for people to jump to the conclusion that
02:07:40
◼
►
Apple is doing this for politics, not for some kind of bureaucratic snafu within the
02:07:45
◼
►
App Store process that could have happened to any app?
02:07:47
◼
►
It's a fair point. But I do think, I mean, frankly, I don't
02:07:53
◼
►
know why there's any reason to give Apple the benefit of the
02:07:58
◼
►
doubt with anything China related, other than sort of our
02:08:01
◼
►
hope that they're going to do the right thing. Because the
02:08:04
◼
►
reality is, is every time they've had to make a decision,
02:08:06
◼
►
whether it be pulling VPN apps on the App Store or things on
02:08:09
◼
►
those lines, they've done what China wanted them to do. And to
02:08:13
◼
►
be totally clear. I've defended them on that. That's the reality of being a multinational
02:08:18
◼
►
corporation and being in different countries is you have to follow the law in those countries.
02:08:22
◼
►
So this isn't a condemnation of them. But the reality is, maybe this is the cynic in
02:08:34
◼
►
me, but I have a hard time seeing Apple pushing back on China in any sort of meaningful way.
02:08:42
◼
►
If China doesn't want this app, I don't think this app is going to be in the App Store.
02:08:46
◼
►
And yeah, maybe it is Hanlon's razor.
02:08:48
◼
►
I'd like to propose Thompson's razor, which is that this shit's super complicated, right?
02:08:53
◼
►
And like, oh, you see this again and again, whether it's Apple or Facebook or Google or
02:08:58
◼
►
all of these companies, anytime you think that a decision a company makes is absolutely
02:09:04
◼
►
100% wrong or absolutely 100% right, you almost by definition have not fully thought through
02:09:09
◼
►
all the trade-offs and the issues that are at hand, because almost all these decisions
02:09:15
◼
►
are like 51-49 decisions. It goes back and forth. I don't envy Apple in this situation.
02:09:22
◼
►
I don't envy them being in the middle. But I do really hope that they're thinking about
02:09:29
◼
►
ways to not be in the middle five to 10 years from now.
02:09:32
◼
►
I guess that's my point, is that I don't think Apple deserves the benefit of the doubt
02:09:35
◼
►
on this. I think, you know, and it's not like China is some obscure country. You know,
02:09:42
◼
►
like if it were, if it were, you know, there was some weird law in Ecuador and there's
02:09:48
◼
►
an app and it's like, "Oh, that's a really strange law that seems contrary to the values
02:09:52
◼
►
of, you know, Apple." You could see how maybe, you know, that wouldn't have, that
02:09:58
◼
►
that might be overlooked in the app store. Like China is not, you can't overlook China.
02:10:02
◼
►
I mean, it's the most populous country in the world.
02:10:05
◼
►
Everybody knows that Apple's in a weird situation there.
02:10:10
◼
►
It absolutely, there's no way to excuse,
02:10:14
◼
►
if this was a mistake, so either way,
02:10:16
◼
►
it makes Apple look bad, right?
02:10:19
◼
►
If they're doing it to kowtow to the Chinese government,
02:10:21
◼
►
that's a bad look, and it seems contrary
02:10:24
◼
►
to Apple's rhetoric on privacy
02:10:26
◼
►
and Apple's stance on various social issues.
02:10:31
◼
►
And if it happened through ineptitude,
02:10:35
◼
►
well that doesn't make Apple that look good either.
02:10:37
◼
►
How in the world can you be inept on a decision
02:10:40
◼
►
related to China and something as high profile
02:10:42
◼
►
as these Hong Kong protests?
02:10:45
◼
►
- Oh, let me tell you about the last 10 years
02:10:47
◼
►
of the App Store. (laughs)
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Try it yourself. All right, charcoal's on the list. Anything else?
02:12:26
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►
We're here for charcoal.
02:12:29
◼
►
Let me double check that there's nothing else real on my agenda for this show.
02:12:34
◼
►
No, I think that's about it.
02:12:38
◼
►
I want the minute-by-minute breakdown, because as I understand it, you're the one that
02:12:44
◼
►
answered the door. Is that correct?
02:12:47
◼
►
Well, so we have a roof deck, we have a charcoal grill.
02:12:51
◼
►
No, I want the door opening.
02:12:54
◼
►
Then we can backtrack.
02:12:55
◼
►
Just give me a few contacts here.
02:12:57
◼
►
Well, we've been out of charcoal for a couple of weeks.
02:13:00
◼
►
And you live in the city and I could buy it at the corner store,
02:13:04
◼
►
but the amount of charcoal you can buy and walk home with is not a lot.
02:13:08
◼
►
So I mentioned it to Amy and I said, "We should Amazon some charcoal.
02:13:14
◼
►
That's what we should do."
02:13:15
◼
►
and she said that she would take care of it. And then she said charcoal is on the way.
02:13:19
◼
►
And what was it, Tuesday, two days ago, three days ago? It was actually part of it was—it's
02:13:25
◼
►
early October in Philadelphia, but it was over 90 degrees. We had a very hot streak.
02:13:32
◼
►
Doorbell rings, and there's a man—he's a very large man, and he's sweating profusely.
02:13:37
◼
►
He's carrying what looks to be a very heavy box. I would say it's, you know, I don't know,
02:13:45
◼
►
almost like a chest-sized cardboard box. And behind him is a—you know those hand trucks
02:13:57
◼
►
they have at the airport? Like if you come to the airport with a lot of—like you're
02:14:00
◼
►
going with your whole family on a long trip and there's a curbside porter who will take
02:14:04
◼
►
your luggage with him. It's like a push cart.
02:14:07
◼
►
It's got like four wheels on it. Four wheels and a push cart. And it could
02:14:11
◼
►
take maybe a family of sixes luggage to the to the check-in counter he's got one of those behind it
02:14:17
◼
►
also just stuck stuffed with six boxes like this and then he's got a colleague behind him
02:14:24
◼
►
in the street with another push cart with six similar boxes and he hands me the first box and
02:14:34
◼
►
it is very heavy uh i can tell you i i actually opened it up and checked it is it weighs 36 pounds
02:14:41
◼
►
Each box. And I guess—
02:14:45
◼
►
In a way, you have 12 boxes? Is that right?
02:14:47
◼
►
Twelve boxes, each of them 36 pounds. So it's 432 pounds.
02:14:53
◼
►
Charcoal. I guessed right away that it was charcoal. I had no idea why it was so much.
02:14:58
◼
►
And I thought, well, maybe. And then I thought—I realized that the first six boxes were definitely
02:15:03
◼
►
mine. The fellow behind him, I actually asked—I asked, I said, "Is that mine, too?" Because
02:15:10
◼
►
In my mind, I thought, "We can't possibly have this much charcoal."
02:15:13
◼
►
And I thought, "Well, somebody else must have bought a lot of charcoal."
02:15:16
◼
►
And as soon as the words came out of my mouth, I realized, "Well, what are the odds
02:15:19
◼
►
that somebody else in my neighborhood..."
02:15:21
◼
►
About six large boxes.
02:15:24
◼
►
About 216 pounds of charcoal.
02:15:27
◼
►
I, as soon as the words came out of my mouth, I realized it was maybe the dumbest thing
02:15:30
◼
►
I've said in months.
02:15:32
◼
►
And he goes, "No, that's yours too, buddy."
02:15:34
◼
►
Did he actually drop the buddy?
02:15:39
◼
►
Yeah, I think so.
02:15:40
◼
►
And he says, "We've got more on the truck for you." And I was like, "More charcoal?" He goes,
02:15:45
◼
►
"Nah, it's other stuff." Because I thought, "Oh my God, there's more." So somehow my wife wound up
02:15:53
◼
►
buying 432 pounds of charcoal from Amazon. And she thinks what happened is that she—it sounds like
02:16:03
◼
►
like a good theory. It will number one, I opened a box, it's
02:16:08
◼
►
Kingsford charcoal. It's not just any bag, though, it is
02:16:13
◼
►
their new 18 pound bags that they are advertising is the
02:16:16
◼
►
biggest ever. So each bag, it's not just bags of charcoal, it is
02:16:21
◼
►
the biggest bags of charcoal that Kingsford has ever sold.
02:16:24
◼
►
Each box contains two of them. She thinks what happened is that
02:16:31
◼
►
she started buying it on one of her, like maybe her iPad,
02:16:36
◼
►
maybe her Mac or whatever.
02:16:38
◼
►
But she didn't finish the transaction.
02:16:41
◼
►
She bought one, meaning one two-pack,
02:16:45
◼
►
which would be a combined 36 pounds of charcoal.
02:16:49
◼
►
- Which is very sensible.
02:16:51
◼
►
You go in the city, it's hard to get charcoal.
02:16:52
◼
►
You get a bunch of charcoal at once.
02:16:54
◼
►
- That would be a fine amount.
02:16:55
◼
►
Kingsford advertises that one of these bags,
02:16:58
◼
►
One of these 18-pound bags is enough for nine grillings.
02:17:02
◼
►
And that she went to a next device and thought,
02:17:07
◼
►
you know what, why don't I buy two?
02:17:08
◼
►
'Cause then we'll be set for a while.
02:17:10
◼
►
And that on her iPad, on the Amazon website,
02:17:13
◼
►
it's not a pop-up menu for quantity, it's a text field.
02:17:16
◼
►
And that she poked it and typed a two.
02:17:20
◼
►
And that turned, instead of changing to two,
02:17:23
◼
►
it changed one to 12.
02:17:25
◼
►
This actually makes perfect sense.
02:17:27
◼
►
I believe that she has nailed the how in the fuck did this happen? I forget if I forget
02:17:33
◼
►
which devices which but that she started it on one went to the other and on the other.
02:17:38
◼
►
It's a text field not a pop up for quantity and she changed one to 12 instead of one to
02:17:44
◼
►
two and just banged her way through one click their way through the whole process and bought
02:17:50
◼
►
$240 or something worth of charcoal. So now we have $400.
02:17:57
◼
►
So what are you going to do with all the charcoal?
02:18:02
◼
►
I don't know. I really don't know.
02:18:09
◼
►
There needs to be odds in Vegas on the chances of this charcoal still being in your house
02:18:14
◼
►
like four years from now.
02:18:16
◼
►
Now the other funny thing, my wife owned up to it, well sort of. I mean, she tweeted by
02:18:22
◼
►
saying "Let he who has not ordered 432 pounds of charcoal cast the first stone" or something
02:18:28
◼
►
like that. And my reply to her was "He?" Because there was no "he" who inadvertently
02:18:35
◼
►
ordered all of this. And she posted a picture.
02:18:37
◼
►
My response to her was to link to that New York Times article about how it actually may
02:18:42
◼
►
not be a problem to eat lots of red meat. So that was good news. Good timing.
02:18:47
◼
►
Well, if Kingsford is correct that each bag is good for nine grillings, and you would
02:18:53
◼
►
think that, you know, much like the way that the toothpaste industry would have you believe
02:18:57
◼
►
that you should put, you know, like a big S-shaped longer than your toothbrush amount
02:19:02
◼
►
of toothpaste, you know, on your toothbrush each time you brush your teeth, I would imagine
02:19:06
◼
►
the Kingsford people encourage you to use plenty of charcoal each time you grill.
02:19:10
◼
►
That's like you burn through all the charcoal like there's no reuse or anything, right?
02:19:14
◼
►
so let's assume that they're accurate with their nine grilling spur bag with
02:19:19
◼
►
24 bags we would be 9 times 24 would be what 180 plus 36 would be
02:19:26
◼
►
260 216 grilling
02:19:36
◼
►
So I think we're set well
02:19:38
◼
►
I think I think that you started talking about the number of grilling's and you expected that number to be much smaller
02:19:44
◼
►
Yeah, and then you actually go
02:19:46
◼
►
It's like it's literally like eight months worth of grilling's
02:19:51
◼
►
If we grilled every single day, which we don't do and if it's gonna be winter soon
02:19:58
◼
►
7.2 months I believe is the exact number I guess if we were smart people we'd send it back somehow
02:20:06
◼
►
But this it just seems embarrassed. It's embarrassing as well
02:20:10
◼
►
I don't even know how you send back
02:20:13
◼
►
430 pounds of charcoal or you know, I guess we'd keep some of it just send back 380 pounds of it or something
02:20:21
◼
►
Anyway my wife also she did own up to it
02:20:26
◼
►
She posted a picture with our son standing in front of all 12 boxes for you know for size
02:20:34
◼
►
You know large boxes. Oh, they are large boxes
02:20:37
◼
►
They are 36 pounds each and the odd thing was that the most common response that she got after tweeting
02:20:43
◼
►
It was the boxes all say Walmart
02:20:45
◼
►
But that's just fulfillment and and people were giving her a hard time for shopping at Walmart as though that's you know
02:20:52
◼
►
like morally, you know, I
02:20:54
◼
►
Don't understand the people who gave her a hard time about having purchased them from Walmart
02:21:00
◼
►
which A) I wouldn't have had a problem with, I don't think there's anything wrong with
02:21:03
◼
►
buying charcoal from Walmart, but B) she didn't even do it. She bought it from Amazon and
02:21:07
◼
►
Walmart just happened to fulfill it, you know, the weird way that Amazon is just sort of
02:21:12
◼
►
a front end to retail stuff these days. But more than that, the issue of buying it from
02:21:18
◼
►
Walmart isn't the issue. It's 432 fucking pounds of charcoal in my office.
02:21:23
◼
►
Why are you obsessing about the logo on the box? The fact is, there are 12 boxes here.
02:21:30
◼
►
With each containing two 18-pound bags of charcoal. It's a lot of charcoal. So anyway,
02:21:40
◼
►
do you need some charcoal?
02:21:42
◼
►
I think it's not going to be worth the price to ship it to Taiwan.
02:21:48
◼
►
I guess. Maybe we'll give it out at Christmas to people?
02:21:51
◼
►
you'll get a container chip. That would be hilarious. You got to start mailing out the,
02:21:55
◼
►
what are they 18 pounds? Yeah. Just you should start soon because you want to use like UPS
02:22:01
◼
►
ground or something or whatever the cheap US Postal Service service is. And just pick a bunch
02:22:07
◼
►
of friends and just start mailing them bags of charcoal and all of them are going to laugh their
02:22:11
◼
►
ass off. It's absolutely what you should do. You're going to spend way more than you spend
02:22:16
◼
►
the charcoal in the first place, but it'll be worth it. I don't know what it would cost to
02:22:20
◼
►
to mail 36 pounds of charcoal.
02:22:21
◼
►
The hilarious thing is you're going to mail this charcoal out, and then it's going to
02:22:24
◼
►
get to May, and you're going to be like, "Fuck, I have no more charcoal."
02:22:29
◼
►
If I ever do run out of charcoal, I've got to be upset. I guess the good news is charcoal
02:22:34
◼
►
doesn't go bad. I guess keep it dry and it should be fine. My wife was worried then.
02:22:38
◼
►
My wife got spooked. She worried if it was a fire hazard. And I said, "Well, think
02:22:45
◼
►
about how hard it is to light charcoal, really. I mean, it's actually notoriously tricky,
02:22:50
◼
►
you know, that's why they, you know, and it is not, it's not match light, you know, charcoal,
02:22:55
◼
►
which is pre-doused with lighter fluid. It is just plain old-fashioned charcoal.
02:22:59
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The original.
02:23:00
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The original.
02:23:02
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So I said, I don't think it's a fire hazard, given how tricky it usually is to get it going.
02:23:06
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So I don't think we're in danger. It's just…
02:23:10
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Well, I look forward to visiting your house in 2027 and using this shipment of charcoal.
02:23:19
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It really was. And that's the thing. And the other part too is she tweeted it and she,
02:23:24
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you know, she's owned up to it, but I wasn't mad at all. I didn't say a crossword. I,
02:23:29
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you know, to me it was an honest mistake, but it gets to the nature of our different
02:23:33
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personalities where I said to her, "I want you to imagine if I had accidentally ordered
02:23:40
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432 pounds of charcoal at a cost of over $200 and that you were home alone and had to answer
02:23:47
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the door and look this sweaty delivery guy on a 90 degree day right in the eye and just
02:23:58
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take ownership of 12 of these 36-pound boxes of charcoal. I want you to imagine how you
02:24:05
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would have reacted to that." And she admitted that she would not have handled it well. Well,
02:24:13
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there would have been crosswords. That's quite a thing. Anyway, I hope you like charcoal.
02:24:24
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Ben Thompson, everybody can follow you online @BenThompson on Twitter. No Tech Ben for your
02:24:31
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sports commentary, which NBA is picking up, so you don't have to be too depressed over
02:24:36
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I appreciate you not discussing baseball. It was a difficult conclusion to the season,
02:24:41
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to say the least.
02:24:42
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It's heartbreaking, to be honest. And of course, Stratechery.com, your daily newsletter
02:24:50
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with the weekly updates and keen insights into everything going on in the world of tech.
02:24:56
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I thank you. I always love having you on the show.
02:24:57
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I love being on the show and I love talking about charcoal.
02:25:01
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Yeah, find out how much it costs to send a bag to Taipei.
02:25:03
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Probably $432.
02:25:06
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- Three socks.