212: ‘Arbiter of Finallys’ With Rene Ritchie
00:00:00
◼
►
So you, this is amazing, might as well open up with it.
00:00:02
◼
►
There's, I'm reading Twitter last night and all of a sudden I'm thumbing through my Twitter
00:00:07
◼
►
and there's a picture of you with Tim Cook at a Maple Leafs game.
00:00:14
◼
►
I was as surprised as anybody.
00:00:16
◼
►
How the hell did that happen?
00:00:19
◼
►
So I didn't know.
00:00:21
◼
►
I was just, like I thought there was going to be just some briefing.
00:00:24
◼
►
Apple does a lot of these and you do them too.
00:00:26
◼
►
they would announce something about Hour of Code, or they're going to do a French version,
00:00:31
◼
►
or they're going to have Canadian-specific content or something. I had no idea. And then
00:00:36
◼
►
I see the Globe and Mail says Tim Cook is in Canada for a code, and he just dropped
00:00:41
◼
►
by. He does this. They don't announce it. I'm guessing for security reasons, but also
00:00:46
◼
►
because it's Apple and it's all about surprise and delight. He just crashed the code session
00:00:50
◼
►
at the Apple store. And people love that kind of stuff. And he did a couple of interviews
00:00:55
◼
►
while he was there. And I'm like, "Oh, if I had known, I would have gone. I mean, it's
00:00:59
◼
►
not that far. It would have been awesome." I'm like, "Oh, too bad." But then I was supposed
00:01:02
◼
►
to do this meeting later. And then they were very quiet about it. And eventually I just
00:01:09
◼
►
got a call saying, "Come here, do this, do that." And then, "Okay, Tim's here." And I
00:01:14
◼
►
just like, "Okay, wow." And he was watching the Leafs game. He was sitting down there
00:01:19
◼
►
with one of the Hockey Night in Canada announcers, former hockey player, just enjoying the show.
00:01:25
◼
►
And then he came up and said hi to some of the Apple people there.
00:01:28
◼
►
And then I was towards the back of the line, and then eventually I got a chance to say
00:01:32
◼
►
hi to him as well.
00:01:38
◼
►
That's amazing.
00:01:39
◼
►
Who won the game?
00:01:40
◼
►
The Maple Leafs did not win the game.
00:01:42
◼
►
The team formerly known as the Quebec Nordique, which I think now use some weird name like
00:01:46
◼
►
the Colorado Avalanche one.
00:01:49
◼
►
Americans take a lot of Canadian teams and make them super successful, so we're a little
00:01:54
◼
►
bit bitter. All right. So it's a good thing. It's funny because I originally was going
00:02:01
◼
►
to try to record this with you yesterday, which was Monday, the 22nd of January. And
00:02:09
◼
►
instead we had to push it back till today, the 23rd. And in the meantime, he went to
00:02:13
◼
►
a hockey game with Tim Cook and Apple. Can I say finally, I believe I'm the arbiter
00:02:22
◼
►
of finalies, of appropriate finalies. And I'm going to give this a finally plus a
00:02:31
◼
►
pending finally. They've finally announced that HomePod is coming out and what the schedule
00:02:38
◼
►
is. Orders start this coming Friday, probably a few days after this episode lands, and it
00:02:47
◼
►
start shipping two weeks after that on February the 9th and I guess it will be in retail stores
00:02:52
◼
►
at the same time too. Presumably there will be reviews in between as we record and February 9th,
00:03:03
◼
►
but I don't know anything about that yet. No, and we can't even draw upon AirPods because those,
00:03:09
◼
►
I mean, they originally planned to get those out earlier and they seeded them and then they didn't
00:03:14
◼
►
get it out. Yeah, yeah. Yeah, that was weird. Because we got
00:03:17
◼
►
priest. It is funny. And I will come back to that. Because the
00:03:21
◼
►
more we learn about home pod, the more it really does kind of
00:03:25
◼
►
seem like AirPods as speakers. Yes, that's exactly the way I
00:03:32
◼
►
would describe it. And it's similar even down to the fact of
00:03:36
◼
►
being late. But one difference is that when AirPods were on the
00:03:43
◼
►
the cusp of shipping a year ago. Did you get up the pre release
00:03:47
◼
►
pair? I don't think that I think they were seated pretty
00:03:50
◼
►
liberally. We got pre release air pods that, in my experience
00:03:58
◼
►
using them was indistinguishable from the final ones, although I
00:04:01
◼
►
think maybe, although I don't know if it was a hardware thing
00:04:05
◼
►
or subsequent software things. As much as I loved them right
00:04:11
◼
►
the first day with the prototypes, I have to say that now, a year later, I think they're
00:04:16
◼
►
even more reliable than before. But they were very serious about those being prototypes.
00:04:25
◼
►
And when they shipped the shipping ones, they wanted those prototypes back in the mail the
00:04:29
◼
►
next day. It was the only review product I've ever gotten from Apple where there was any
00:04:35
◼
►
hint of pressure of "send it back right now."
00:04:38
◼
►
It's like I wondered if there was like, maybe it didn't use lithium ion, maybe it used kryptonite
00:04:42
◼
►
as the battery just to make it work.
00:04:44
◼
►
I don't know.
00:04:45
◼
►
The demeanor was always Apple friendly.
00:04:48
◼
►
It was always, it wasn't like they sent the Brute Squad, big angry people to come collect
00:04:57
◼
►
But it was, get them in the mail.
00:05:02
◼
►
I have no idea why.
00:05:05
◼
►
I think just in general, Apple is one of those companies that they don't want pre-release
00:05:08
◼
►
stuff out there because you never know what's going to happen to it.
00:05:10
◼
►
So, who knows what the difference is? I think that because these are a little bit less of
00:05:17
◼
►
a justice, you know, there is some similarities to AirPods, but I don't think, I'm not surprised
00:05:23
◼
►
that they didn't seed prototype HomePods outside the company.
00:05:27
◼
►
Yeah. Although they did a huge seeding of prototype HomePods inside the company.
00:05:33
◼
►
I have heard the same thing that it was pretty widespread internal seating amongst employees.
00:05:40
◼
►
And you know, I guess we in geographies beyond what they've already announced.
00:05:44
◼
►
Yeah. And I think that doesn't that go all the way back to the big on the eve of the
00:05:50
◼
►
iPhone 10 and iPhone eight announcement the it was a HomePod firmware update that leaked
00:06:00
◼
►
a bunch of details like the name iPhone with a capital X that we didn't know how to pronounce.
00:06:06
◼
►
It was a HomePod release. And I guess the reason that that was even possibly on and
00:06:11
◼
►
over the, you know, public to the world server was that they were already at the time, seated
00:06:17
◼
►
widely within the company to people to use it on. Absolutely. Alright, so the that's
00:06:22
◼
►
the dates, the price is the same. I don't think we learned much more about the functionality
00:06:29
◼
►
from the updated product page. But my pending finally is that in some very small print,
00:06:40
◼
►
not one of the headlines, the iPod or the HomePod announcement also included the news
00:06:46
◼
►
that AirPlay 2 will be coming later this year. And what that means for HomePod early adopters
00:06:54
◼
►
is that at least three of the promised features
00:06:59
◼
►
will have to wait until Airplate 2 ships, those are.
00:07:04
◼
►
First, the ability to buy two HomePods,
00:07:09
◼
►
put them in the same room and have them coordinate
00:07:12
◼
►
with each other to work in stereo,
00:07:16
◼
►
which I believe they demoed that for us back at WWDC, right?
00:07:23
◼
►
I'm not misremembering that.
00:07:24
◼
►
I seem to recall.
00:07:24
◼
►
- No, absolutely, they had two of them.
00:07:26
◼
►
So I'm confused about the stereo part of this.
00:07:28
◼
►
So, and maybe it's because I'm completely ignorant
00:07:30
◼
►
about audio, but the way that it works
00:07:33
◼
►
is it uses computational audio to sort of model the room
00:07:36
◼
►
and then project sound into different parts of it.
00:07:38
◼
►
So the way that you traditionally think about stereo
00:07:41
◼
►
is if you want sound on the left,
00:07:41
◼
►
you have to have a speaker on the left.
00:07:43
◼
►
If you want sound on the right,
00:07:44
◼
►
you have to have a speaker on the right
00:07:45
◼
►
where this projects and bounces sound
00:07:47
◼
►
to all different parts of it.
00:07:48
◼
►
So the stereo thing doesn't seem to fit for me.
00:07:52
◼
►
And I know Apple is using the word
00:07:53
◼
►
And I just wonder, like originally my understanding was
00:07:56
◼
►
you'd put more home pods to fill bigger areas that,
00:07:59
◼
►
because it's a speaker, it's still got limited range.
00:08:01
◼
►
And if you wanted a bigger room, you'd put two.
00:08:04
◼
►
If you wanted an even bigger room, you'd put three.
00:08:06
◼
►
But when we talk about stereo,
00:08:07
◼
►
I just, I wonder maybe it's cleaner
00:08:09
◼
►
because you don't have to do the bouncing
00:08:10
◼
►
or the sort of trickery or the magic
00:08:13
◼
►
to get the sound in different parts.
00:08:14
◼
►
And you can more clearly isolate them.
00:08:16
◼
►
So maybe it's a better stereo or surround experience
00:08:19
◼
►
with multiple home pods.
00:08:22
◼
►
Yeah, I that's actually interesting. And linguistically, I'd never thought I've I had the exact same
00:08:29
◼
►
thought Renee and I'm wondering if it'll be possible if they say two but if if like you're
00:08:33
◼
►
saying like, once airplane two comes out, could you get three or four to fill like a
00:08:38
◼
►
sufficiently big?
00:08:40
◼
►
I asked and they they just said like, if you really want to it should and I don't know
00:08:44
◼
►
if this has changed or if I'm remembering it wrong. But my understanding was you could
00:08:47
◼
►
put several of them in and it would just figure it out. But that most people would never need
00:08:50
◼
►
to put that many in one room.
00:08:51
◼
►
Right. And I do think it's, you know, again, it's often best to take Apple in its most
00:09:00
◼
►
obvious way. The name is HomePod. So it's not, you know, these things aren't meant for
00:09:04
◼
►
like a commercial, you know, a big commercial space that would be bigger than what someone
00:09:10
◼
►
would typically consider a home.
00:09:12
◼
►
Right. But it is interesting. I've always thought of stereo, the word stereo, like you
00:09:18
◼
►
just said, like just left and right. Literally left, not just two, but left and right. But
00:09:25
◼
►
now that I think about it as like a word nerd, the root isn't like duo or something. It's
00:09:33
◼
►
not duophonic. And so I'm looking up stereo here. And the dictionary word, the first one
00:09:39
◼
►
is sound that is directed through two or more speakers so that it seems to surround the
00:09:44
◼
►
the listener and come from more than one source stereophonic sound. But if you scroll down
00:09:49
◼
►
to just the prefix "stereo" as a combining form, this makes more sense. "Relating to
00:09:57
◼
►
solid forms having three dimensions stereography." So I think in theory you could have more than
00:10:03
◼
►
two and it would just figure it out. And I think even when you do have only two, I think
00:10:06
◼
►
be a lot less about left and right and a lot more about how best to make it sound like
00:10:15
◼
►
the music is coming from as many sources as possible.
00:10:17
◼
►
Right, better making that 3D model for the room.
00:10:22
◼
►
Yeah, that makes sense.
00:10:23
◼
►
Yeah, I think thinking of it as 3D makes more sense as to how the two will coordinate than
00:10:31
◼
►
And it's almost like left-right literally is just two-dimensional, whereas it's really
00:10:34
◼
►
more about three-dimensional.
00:10:36
◼
►
And I seem to recall that from the demo.
00:10:38
◼
►
I mean, what I recall, I mean, and you know, this is, geez, what was that like eight months
00:10:44
◼
►
Yeah, June 2017.
00:10:46
◼
►
I remember that it sounded good.
00:10:47
◼
►
And almost most of the demo was here's a song, we'll play it on the on one, you know, the
00:10:53
◼
►
single home pod, then we'll play it on the, what was it a Sonos thing?
00:10:57
◼
►
Yeah, and then we'll play it on the little set of Amazon tin cans.
00:11:02
◼
►
Well, the Amazon thing really came off looking bad in that demo.
00:11:06
◼
►
I was in with, as much as I don't know music, but I was in with Dalrymple, which was hugely
00:11:11
◼
►
informative for me because he is, I don't know what the right, but he is like almost
00:11:16
◼
►
angry about the quality of his music.
00:11:19
◼
►
And they showed us, they played normal songs and they played some live recordings.
00:11:24
◼
►
And as little as I know or appreciate sound, I have Sonos at home.
00:11:28
◼
►
I've had it for years.
00:11:29
◼
►
I'm all in on Sonos.
00:11:30
◼
►
It was way better than Sonos for almost all the songs.
00:11:33
◼
►
I think one of it, it sounded about as good as Sonos,
00:11:35
◼
►
but the live stuff and some of the other stuff,
00:11:37
◼
►
it sounded just as good.
00:11:38
◼
►
And it totally, rightfully so,
00:11:40
◼
►
because the Amazon really was a speaker second
00:11:42
◼
►
and a voice assistant first,
00:11:44
◼
►
but it totally embarrassed the Echo.
00:11:46
◼
►
- Yeah, I'm an interesting contrast to Jim
00:11:48
◼
►
because I'm, not that I don't care about audio,
00:11:52
◼
►
but I really just, I just don't think I have good ears
00:11:55
◼
►
for it, you know, and I'm not musical at all.
00:11:58
◼
►
I like music, you know, certain types of music.
00:12:02
◼
►
But it's a much more, as opposed to like my opinions
00:12:07
◼
►
on let's say a TV, you know, the way a TV set looks.
00:12:10
◼
►
I have very strong opinions about every regard.
00:12:13
◼
►
- Exactly, yeah.
00:12:15
◼
►
- But as a casual music fan,
00:12:18
◼
►
I would have to look back at my notes,
00:12:19
◼
►
but as I recall, that was my take exactly.
00:12:21
◼
►
There was one song where I didn't feel like I could
00:12:24
◼
►
Pepsi Challenge and prefer the HomePod over Sonos.
00:12:29
◼
►
I would have called it a draw, but every other one,
00:12:31
◼
►
I felt confident that even as a, as you would say, a punter,
00:12:35
◼
►
that I thought the HomePod sounded better.
00:12:41
◼
►
And anyway, at the end of the demo, then,
00:12:43
◼
►
it was like, here's the one more thing of the little demo.
00:12:45
◼
►
I think it was always with,
00:12:46
◼
►
it was like groups of like four and five at a time
00:12:49
◼
►
in a sort of living room size space.
00:12:53
◼
►
I was going to say Moscone, but of course it's not called Moscone. What's that place
00:12:57
◼
►
Jon Sorrentino San Jose.
00:12:58
◼
►
Jon Scieszka The San Jose.
00:12:59
◼
►
Jon Sorrentino The San Jose.
00:13:00
◼
►
Jon Scieszka The San Jose mouthful convention center.
00:13:01
◼
►
There was, you know, typically, it's just the Apple formula. It's like, here's the one
00:13:08
◼
►
more thing. If you have a second one, you can do this. And it was like, here's what
00:13:12
◼
►
the song sounds like with one home pod and sounded pretty good. And I remember when the
00:13:16
◼
►
second one kicked in, it did sound better. And it did sound fuller.
00:13:20
◼
►
Jon Sorrentino Fuller. Yeah.
00:13:22
◼
►
That's what I remember, the noticing the difference with Sonos. And again, I've used Sonos for
00:13:27
◼
►
years. I have a ton of their stuff. It just sounded richer and deeper and more like, like
00:13:33
◼
►
more of an emotional experience. And then when the second one came on, it was just written,
00:13:38
◼
►
just even better. It was just fuller.
00:13:40
◼
►
Yeah. It's like I know, it's like somehow I know when I come into, you know, somebody's
00:13:46
◼
►
house and they're playing music or movies or something and or you're in a bar or something
00:13:52
◼
►
and you hear it. There's a certain part of me that can detect, "Hey, this is a serious
00:13:56
◼
►
sound system." I can't explain why. I can't tell you what it is. I can just tell somebody
00:14:02
◼
►
put some money into this thing. And that's absolutely what it sounded like with the two
00:14:10
◼
►
Yeah, totally. It's like when you go in and you hear someone listening to a sound bar
00:14:14
◼
►
as opposed to hear them listening to a 5.1 or 7.1 surround system that's been properly
00:14:21
◼
►
Still though, lots and lots of unanswered questions about HomePod, in my opinion, which
00:14:30
◼
►
I hope we'll get before it ships, but which I don't think we're going to get before pre-orders
00:14:37
◼
►
open, which leads to the interesting dilemma, probably for an awful lot of people who are
00:14:43
◼
►
listening to us on this show of do you wait until you find out more before you spend $350
00:14:51
◼
►
on this thing or do you buy in advance hoping that the answers will either be good or do
00:15:03
◼
►
you take your chances that maybe if you wait until you do get the answers that it won't
00:15:09
◼
►
be backordered for four months or something like that, right? Because that's the dance
00:15:13
◼
►
you have to play.
00:15:14
◼
►
I was just joking about that on Twitter. It seems like every time Apple announces something,
00:15:18
◼
►
Twitter starts saying how stupid Apple is and how stupid the product is. And then when
00:15:21
◼
►
they ship it, Twitter starts talking about how stupid it is that they can't order it
00:15:24
◼
►
immediately.
00:15:26
◼
►
Like that's like the seventh stage of the Twitter.
00:15:28
◼
►
You never know. And Apple, you know, talking about things like, "Hey, this is going to
00:15:32
◼
►
be in short supply," isn't really what people who know talk about even off the record. But
00:15:39
◼
►
But my gut feeling is that it may not be back ordered, like, certainly not like AirPods
00:15:47
◼
►
were for most of the year last year.
00:15:49
◼
►
Well, it's so restricted, like AirPods were an international product.
00:15:52
◼
►
This is only launching in the US, Australia and the UK right now.
00:15:55
◼
►
And then sometime this spring in France and Germany.
00:15:58
◼
►
So it's a much smaller market for them to service.
00:15:59
◼
►
Well, and the other thing that I have heard, and I suspect you've probably heard similar
00:16:05
◼
►
is that the hardware was way ahead of the software on this.
00:16:09
◼
►
And that, I think if it weren't for software,
00:16:13
◼
►
this would have shipped as promised in calendar year 2017.
00:16:18
◼
►
- Totally, and people immediately blame Siri,
00:16:20
◼
►
but SiriKit shipped for the Apple TV last,
00:16:23
◼
►
sorry, for the HomePod last fall.
00:16:26
◼
►
AirPlay 2 is still not fully out.
00:16:29
◼
►
- Yeah, and it, you know, so certainly
00:16:31
◼
►
the development of AirPlay 2 is one factor,
00:16:35
◼
►
because they were originally planning to, you know,
00:16:39
◼
►
features that were advertised as this is gonna be
00:16:41
◼
►
in this thing by the end of the year
00:16:43
◼
►
were based on AirPlay 2.
00:16:45
◼
►
So given that AirPlay 2 still isn't out,
00:16:47
◼
►
the delay, you know, whatever's the delay of AirPlay 2
00:16:51
◼
►
is certainly one reason.
00:16:52
◼
►
I suspect that there are others, I don't know,
00:16:55
◼
►
just some things, I don't know anything else specific.
00:16:57
◼
►
But I heard multiple times though
00:16:59
◼
►
that it's the software, not the hardware.
00:17:03
◼
►
And I've heard multiple times too
00:17:04
◼
►
that it's not, I mean, there is a legitimate complaint
00:17:07
◼
►
to be made that Siri, I mean, we could back up a little bit.
00:17:09
◼
►
Apple's been working on this for years.
00:17:11
◼
►
And when I look at an Apple product,
00:17:13
◼
►
I try to figure out what problem is Apple
00:17:15
◼
►
trying to solve with this.
00:17:16
◼
►
And it looked, at least I think to Apple,
00:17:19
◼
►
it looked like we don't have a solution for you.
00:17:21
◼
►
You have all this Apple Music stuff,
00:17:23
◼
►
you have, and you just can't drop something in.
00:17:25
◼
►
And it's sort of what the iPod Hi-Fi
00:17:27
◼
►
was trying to solve as well.
00:17:28
◼
►
And we wanna give people a way to just buy something
00:17:31
◼
►
that's Apple designed, and that is incredibly simple
00:17:34
◼
►
to just drop into your room and it sounds really, really great.
00:17:38
◼
►
And it's easy to set up, as easy as AirPods--
00:17:40
◼
►
AirPods shipped earlier-- as easy as AirPods to ship up,
00:17:42
◼
►
we have that technology.
00:17:44
◼
►
And we've done computational photography.
00:17:46
◼
►
We can do computational audio.
00:17:49
◼
►
And in that light, the Siri stuff is secondary.
00:17:52
◼
►
AirPods are controlled through Siri.
00:17:53
◼
►
And they can access the vast catalog of Siri things.
00:17:56
◼
►
But that's a convenience.
00:17:57
◼
►
It's the best way to interface with that product.
00:18:00
◼
►
And HomePod is the same.
00:18:02
◼
►
It can do Siri stuff.
00:18:03
◼
►
It's controlled with Siri and you might as well use it to control home kit and to do those things
00:18:08
◼
►
But it really it really was an audio solution
00:18:11
◼
►
It really was a speaker that Apple spent a lot of time and put an incredible amount of technology into making a
00:18:16
◼
►
Lot of people have been asking me today
00:18:19
◼
►
What do I think the reason is for the software delay
00:18:25
◼
►
What's the reason and I I don't know I don't have any inside information on anything specifically other than obviously
00:18:31
◼
►
Airplay 2 is taking on but why is it airplay 2 taking longer? I
00:18:35
◼
►
That's the nature of software. I mean software projects often take
00:18:41
◼
►
longer sometimes a lot longer than you thought they would even when what you thought they would you
00:18:48
◼
►
Multiplied by 2x because you think well, here's how long I think it'll take
00:18:53
◼
►
I'll multiply it by 2 because it always takes me twice as long as I think and you still come up short
00:18:58
◼
►
It's just the best way to describe it without like well
00:19:02
◼
►
I think the best way to describe it is let's say you wanted to ship the
00:19:04
◼
►
iPad the iMac Pro and you put that to that t2 chip in and in the process of setting up t2 you realize that there
00:19:14
◼
►
authentication stuff that had been built up over the years but had some architectural issues that you really that you'd never taken the time to
00:19:21
◼
►
Go back and fix but we're now
00:19:23
◼
►
Problematic to get that product to ship now that did not happen with the eye with the iMac Pro
00:19:28
◼
►
We did get you know, the ridiculous root blank stuff that surfaced but nothing to stop the product
00:19:34
◼
►
And I think this is similar to in making airplay - they hit some things that that were just long
00:19:39
◼
►
Long existing issues in the code that they never needed to address before and in order to make this work
00:19:44
◼
►
They had to go back and address them and they've addressed to the point where it functions now
00:19:49
◼
►
But it's not at the point yet where all those features are available
00:19:51
◼
►
Yeah, and either going back to fix things that you didn't think would be so hard to fix or solving problems that you didn't
00:19:59
◼
►
And you know that some step along the way was a lot harder
00:20:02
◼
►
Than you thought it was going to be or some step along the way of solving this new problem
00:20:07
◼
►
You you go down a dead end and have to go back because it actually doesn't work. I mean, that's
00:20:13
◼
►
software is like
00:20:17
◼
►
It's a lot like writing and to me it's always often very similar to the idea
00:20:22
◼
►
You know that it's like being a lawmaker, you know
00:20:26
◼
►
Like trying to you know, when you when lawmakers write laws
00:20:30
◼
►
They hopefully should take take their time and write them in a way that it's very clear
00:20:36
◼
►
What is and is not against the law?
00:20:39
◼
►
But if you think like you've got you know
00:20:44
◼
►
we've got here's an mpeg3 audio file and
00:20:48
◼
►
We want it to go through this speaker
00:20:52
◼
►
over the air in a certain way over a certain protocol and have certain things happen to analyze the music and
00:21:00
◼
►
Then come out of these tweeters in this base in this way, you know, yeah
00:21:06
◼
►
That's not fully thought out that's just an outline and as you fill that in
00:21:13
◼
►
to actually make it completely thought out, that's the actual programming, right?
00:21:18
◼
►
It's never actually fully thought out until the programming is complete.
00:21:23
◼
►
And so you never know when you're going from the plan for the software to the actual software
00:21:29
◼
►
where you're going to hit a point that is
00:21:31
◼
►
way tougher, trickier, takes longer than you thought it would.
00:21:35
◼
►
Yeah, and the requirements, like we've all experienced issues with airplay and with core audio that are
00:21:42
◼
►
mildly annoying when you're just trying to project your video or record something, but
00:21:48
◼
►
there would be absolute deal breakers if the product had to be rock solid, reliable streaming
00:21:52
◼
►
audio all the time. And that just can't ship that way. Like you've got to go back and fix
00:21:55
◼
►
all that stuff.
00:21:56
◼
►
Yeah. I mean, I'm not making excuses for them. It does look bad. That's something that they
00:22:02
◼
►
were promised that they promised to ship by the end of 2017 in June. Now in January is
00:22:09
◼
►
later 2018. I mean, it could be pushing up for all we know, it could be pushing up against
00:22:15
◼
►
WWDC again. I would guess that it's better than shipping it because if they shipped in
00:22:23
◼
►
that didn't work, that would be even worse. Right? That's what I don't get. Like, I'm
00:22:27
◼
►
not saying Apple comes out. I'm not making excuses for them. I'm just explaining what
00:22:31
◼
►
I tried to explain what the situation is. And you know, you could say that, you know,
00:22:39
◼
►
You can be mad at them if you want and you can say that this is a worrisome sign that
00:22:43
◼
►
maybe the company is slipping. It's not like it used to be even though I can name
00:22:48
◼
►
a long list of products that shipped late. I was just pointing out earlier this week
00:22:53
◼
►
on an article I wrote that this wouldn't have happened under Steve Jobs' crowd. Steve
00:22:59
◼
►
Jobs was there when the white iPhone 4 shipped 10 months late. It was almost a full year
00:23:06
◼
►
after the black version shipped, which I remember distinctly because my wife was like, "You
00:23:12
◼
►
I'm going to get the white one."
00:23:13
◼
►
No, I had the same experience.
00:23:16
◼
►
We should make a name for this law, but whenever someone says Steve Jobs would never, almost
00:23:21
◼
►
certainly he did at some point or was involved in the decision-making process that led to
00:23:25
◼
►
the product you think Steve would never have let Apple make.
00:23:28
◼
►
Yeah, it's a lot like there's always a Trump tweet for whatever.
00:23:31
◼
►
Like with this government shutdown that we had here in the US last weekend, there were
00:23:35
◼
►
all these, the last time that the US federal government shut down, Trump was on TV and
00:23:41
◼
►
on Twitter reiterating one message, which is that no matter what, the government shutdown
00:23:48
◼
►
is always the fault of the president.
00:23:50
◼
►
Yeah. No, I mean, it's absolutely true. And I would just rather people stop making that
00:23:57
◼
►
argument because you never look good in hindsight.
00:24:00
◼
►
But anyway, it is what it is.
00:24:03
◼
►
But the interesting dilemma, as you alluded to, is you wish that there were no delay.
00:24:08
◼
►
You wish everything was all ready and the thing had shipped before Christmas and AirPlay
00:24:12
◼
►
2 is bug-free and solves all the AirPlay problems.
00:24:16
◼
►
But that didn't happen.
00:24:17
◼
►
Well, it would have been better for Apple because the competitive market is much different
00:24:21
◼
►
now than it was.
00:24:22
◼
►
When Apple first announced it, there were no products, as far as I can remember, that
00:24:28
◼
►
were doing multi-personal assistance.
00:24:29
◼
►
that would do voice ID and try to figure out different people.
00:24:32
◼
►
There was no Google Home Max.
00:24:34
◼
►
There was no product that really had a good speaker attached
00:24:36
◼
►
to a good assistant.
00:24:37
◼
►
And in the months since the products have been delayed,
00:24:40
◼
►
Google put that service online.
00:24:41
◼
►
Amazon put that service online.
00:24:43
◼
►
They're both producing better speakers now.
00:24:44
◼
►
So Apple's entering a market much later
00:24:47
◼
►
with a much earlier product than they would have liked.
00:24:50
◼
►
So given where they are as of late December 2017,
00:24:55
◼
►
with hardware that is apparently ready to go
00:24:57
◼
►
and software that could be made ready to go
00:25:02
◼
►
modulo AirPlay 2, therefore missing some features
00:25:05
◼
►
in the meantime.
00:25:06
◼
►
What do you do if it's your decision to make the call?
00:25:09
◼
►
Do you make the whole product wait until AirPlay 2's ready,
00:25:13
◼
►
or do you ship what you have and crack the whips
00:25:17
◼
►
on the AirPlay 2 team to get it out as soon as you can?
00:25:21
◼
►
- I don't think that team has slept since before Christmas.
00:25:23
◼
►
- I think I would have made, if it was up to me,
00:25:25
◼
►
I would have made the same decision Apple has made
00:25:27
◼
►
and ship it now. I mean, we'll see once I get the product. I mean, you know, maybe the
00:25:30
◼
►
thing's a disaster, but you know, assuming that it's everything that they are saying
00:25:34
◼
►
it will do right out of the box on day one works. I think it's worth shipping. I think,
00:25:40
◼
►
you know, I think there's a benefit to shipping both hardware and software for an indie one
00:25:45
◼
►
person creative shop or the world's most profitable corporation. Shipping is, you know, it's good
00:25:53
◼
►
and waiting for perfection can lead you to very long delays.
00:25:58
◼
►
You can't ship a product that doesn't
00:26:00
◼
►
perform its basic function, which
00:26:02
◼
►
I think was why Apple delayed it to begin with.
00:26:04
◼
►
It's got to be rock solid in terms of being a speaker.
00:26:07
◼
►
Once that happens, if it's missing
00:26:08
◼
►
a few of the more advanced features, it's not ideal,
00:26:11
◼
►
but you can ship it and get it in people's hands.
00:26:14
◼
►
And that's one of the things with Apple.
00:26:16
◼
►
Johnny Ives said this, that they don't really
00:26:18
◼
►
believe they understand their own products
00:26:19
◼
►
until they get them to the hands of the customers,
00:26:21
◼
►
because often the reaction to them
00:26:23
◼
►
Informs where Apple takes them and this gets that into people's hands it there
00:26:26
◼
►
They're late to market but they're not as late as they would be if they kept it
00:26:29
◼
►
Off market until airplay 2 is finished. So I think it's it's the best situation they can do right now
00:26:34
◼
►
Boy, is that isn't the best example of that ever the Apple watch where yeah
00:26:39
◼
►
It's so there's so much more clarity in Apple's direction of it
00:26:44
◼
►
Starting a year after it came out
00:26:47
◼
►
You know focusing it on notifications and fitness
00:26:52
◼
►
Yeah, and you know reliability, I mean there's some of the stuff like the fact that the first one was so slow
00:26:58
◼
►
Well, duh everybody. I mean Apple knew that I mean
00:27:00
◼
►
Honestly, it's probably the only product I've ever seen in history where I you know during the product briefings
00:27:08
◼
►
I was I was they apologized for how slow it was
00:27:12
◼
►
Yeah, and I was operating at the thermal limits of that casing at the time, right?
00:27:15
◼
►
We're sorry. That's so slow
00:27:20
◼
►
But that's really true for Apple watch
00:27:22
◼
►
All right. Let's take a break. But when we come back I want to talk about
00:27:26
◼
►
HomePod versus in the competitive landscape, which you just alluded to about what and especially the post June
00:27:33
◼
►
Competitive landscape which really is different
00:27:40
◼
►
Do you know what's a fun thing to do on the internet I'll tell you what's a fun thing to do on the internet is
00:27:46
◼
►
buy a mattress
00:27:47
◼
►
Casper is a company who makes products
00:27:51
◼
►
that are cleverly designed to mimic human curves,
00:27:56
◼
►
providing supportive comfort for all kinds of bodies.
00:27:59
◼
►
And they make it so easy to buy a mattress
00:28:03
◼
►
or any of their other sleeping products.
00:28:05
◼
►
Look, you spend one third of your life sleeping,
00:28:09
◼
►
so you should be comfortable.
00:28:11
◼
►
It really is, getting a nice bed and a comfortable mattress
00:28:15
◼
►
is money so well spent, really is.
00:28:18
◼
►
The experts at Casper, they work tirelessly
00:28:22
◼
►
to make a quality sleep surface
00:28:24
◼
►
that cradles your natural geometry in all the right places.
00:28:28
◼
►
The original Casper mattress combines
00:28:30
◼
►
multiple supportive memory foams
00:28:32
◼
►
for a quality sleep surface
00:28:34
◼
►
with just the right amount of sink and bounce.
00:28:37
◼
►
Has a breathable design, keeps you cool,
00:28:39
◼
►
regulates your body temperature through the night.
00:28:42
◼
►
And they have over 20,000 reviews
00:28:44
◼
►
and an average of 4.8 stars across Casper, Amazon, and Google.
00:28:50
◼
►
Maybe you say, "Well, maybe on their own site, you can't really take that." You can't fake
00:28:53
◼
►
those Amazon reviews, really. It really is a popular product. I know a lot of people
00:28:59
◼
►
who've bought them. They advertise on a bunch of podcasts. Like I said upfront, it's a gimmick
00:29:05
◼
►
now. It's almost like a joke buying mattresses on the internet, but it's a real deal. It
00:29:10
◼
►
really is. They now offer two other types of mattresses, the wave and the essential.
00:29:15
◼
►
The wave features a patent-pended premium support system to mirror the natural shape
00:29:18
◼
►
of your body. The essential has a streamlined design at a price that won't keep you up at
00:29:24
◼
►
night and they also offer a wider way of array of other products like pillows and sheets,
00:29:31
◼
►
anything you need for your, as they call it, your sleep experience. Super convenient, affordable
00:29:37
◼
►
prices because Casper cuts out the middleman. They have hassle free returns if you're not
00:29:42
◼
►
completely satisfied. I've gotten a couple of them. I've they've been sponsoring the
00:29:45
◼
►
show for so long. I've gotten a couple of emails from people who said, you know what?
00:29:49
◼
►
I listened to your show. I bought a Casper. I actually didn't like it. Uh, and the one
00:29:54
◼
►
that I got like two or three of these over the years from, from people who said, you
00:29:57
◼
►
know, the most amazing thing is the one thing I just didn't, didn't believe is that it really
00:30:01
◼
►
would be easy to send it back and it really was. And they thought that was great. They
00:30:04
◼
►
They were like, "So that's a mattress?"
00:30:05
◼
►
I wound up not keeping it, but I super impressed
00:30:09
◼
►
with the company because they made it easy to return.
00:30:12
◼
►
And inside the US, they have free shipping and free returns.
00:30:17
◼
►
You can be sure of your purchase
00:30:20
◼
►
with Casper's 100-night risk-free Sleep On It trial.
00:30:24
◼
►
We've got some Casper mattresses here in the house.
00:30:27
◼
►
We love 'em.
00:30:28
◼
►
They're really great.
00:30:29
◼
►
You get 50 bucks towards your select mattress
00:30:33
◼
►
visiting casper.com/the-talk-show and using the code "THETALKSHOW" at checkout. Terms
00:30:39
◼
►
and conditions reply. So that's 50 bucks off the mattress of your choice. Casper.com/the-talk-show
00:30:47
◼
►
and that code "THETALKSHOW." My thanks to Casper for their continuing support of the
00:30:52
◼
►
talk show. A lot of people out there sleeping on Internet mattresses, Rene.
00:30:57
◼
►
I've been using Casper for years. I absolutely adore it.
00:31:02
◼
►
Competitive landscape. So I can think of two things in this regard. One, and you alluded
00:31:08
◼
►
to this, the audio quality of some of the competing products has gotten better since
00:31:14
◼
►
June. Two, and I think this is the more important one, is that the competing products, which
00:31:26
◼
►
I think it's safe to say are primarily from Google and Amazon, right? It's Google and
00:31:30
◼
►
Amazon. Microsoft has Cortana speakers, but they're not a thing really. I never hear anybody
00:31:35
◼
►
talking about it. The other ones, the Google and Amazon ones are sort of assistant first
00:31:43
◼
►
audio quality second. And I always say this is like maybe one of the top three themes
00:31:48
◼
►
of my entire body of work is that the order of your priorities matters tremendously. Like
00:31:56
◼
►
Like it's not enough to say that you want something, you know, we want it to be well-designed
00:32:04
◼
►
and high quality.
00:32:08
◼
►
If you want it to be high quality and well-designed, you might end up with a different product
00:32:12
◼
►
just by taking those two things and putting them in a different order, right?
00:32:16
◼
►
Like you might, you know, if the highest quality like durability is more important than the
00:32:21
◼
►
elegance of the design, you might end up with something that's a little thicker, uses different
00:32:26
◼
►
materials, etc. Even though those are two priorities that might go hand in hand in many
00:32:31
◼
►
ways, a subtle difference in order makes a difference.
00:32:36
◼
►
Absolutely. And for some people, the people that Apple chooses not to compete in usually
00:32:40
◼
►
is the people for whom the low price is the most important feature.
00:32:45
◼
►
Right. And that certainly is going to be true in this regard because one of the most, right
00:32:51
◼
►
off the top you can't miss it. The difference is that these other devices are sort of hovering
00:32:56
◼
►
around the $150 range. Amazon has the little pucks that give them away with some things
00:33:06
◼
►
They're going to start paying you soon to take them.
00:33:07
◼
►
Right. I wouldn't be surprised. Yeah.
00:33:09
◼
►
You said this so well with the AirPods. People complained about the price there too because
00:33:14
◼
►
they were comparing them to traditional headphones or traditional Bluetooth headphones or headphones
00:33:19
◼
►
that they thought sounded better, but it was not at all about the sound. It was about the
00:33:22
◼
►
technology from the W1 chip to the sensors. That was expensive components. And if Apple
00:33:28
◼
►
could have charged less for it, I think they would have because that was not a product
00:33:32
◼
►
they wanted to make margin on. That was a product they wanted to create market for.
00:33:37
◼
►
I'm just imagining, I've suddenly imagined a, a idiocracy like near future where Amazon
00:33:48
◼
►
has flooded the world with free Echo pucks with free offers and everywhere you go, you
00:33:54
◼
►
goddamn things are like, would you like some paper towels?
00:33:57
◼
►
Hey, you want more?
00:33:58
◼
►
Can you turn on my lights?
00:34:01
◼
►
We can turn on your lights.
00:34:02
◼
►
We could also order you three more and have you, would you like a coupon for your morning
00:34:06
◼
►
Do you need more trash bags?
00:34:09
◼
►
No, I mean, so that's the other thing here,
00:34:11
◼
►
is that privacy and security are also a feature.
00:34:14
◼
►
I know a lot of people just kind of lump all these products
00:34:18
◼
►
And I've said this before.
00:34:19
◼
►
I really don't want a Google speaker or an Amazon speaker
00:34:24
◼
►
in my house.
00:34:24
◼
►
And famously, every year, I buy whatever the new Nexus
00:34:27
◼
►
or the new Pixel is.
00:34:29
◼
►
And I still can't use Google Assistant,
00:34:30
◼
►
because the first thing it does is say,
00:34:32
◼
►
can we monitor all your app and web activity?
00:34:35
◼
►
and I say no and it says, well,
00:34:36
◼
►
then you can't use Google Assistant.
00:34:38
◼
►
And that's a lie.
00:34:39
◼
►
I could absolutely use it.
00:34:40
◼
►
They don't need that to give me basic,
00:34:41
◼
►
like to say, turn on my lights or something,
00:34:43
◼
►
but that's the deal.
00:34:44
◼
►
Like they don't want you to pay with money.
00:34:45
◼
►
They don't want you to pay with time.
00:34:47
◼
►
They want you to pay with attention and with data.
00:34:49
◼
►
And I would rather not.
00:34:51
◼
►
And with Apple, yes, in some ways it's similar,
00:34:55
◼
►
but the way Apple treats my data
00:34:58
◼
►
and the way that it runs its business
00:35:01
◼
►
makes me feel more secure
00:35:02
◼
►
in having an Apple speaker in my house.
00:35:04
◼
►
and I'm willing, if I am paying a premium,
00:35:07
◼
►
I wanna see everything about it before I say that,
00:35:09
◼
►
but even assuming I am paying a premium,
00:35:11
◼
►
to go back to your point about the order of priorities,
00:35:13
◼
►
that's a high level priority for me.
00:35:15
◼
►
- Yeah, and it seems to me very clear,
00:35:18
◼
►
and we'll see, I could be wrong,
00:35:20
◼
►
but it seems very clear that the number one priority
00:35:23
◼
►
of HomePod, at least this first one,
00:35:25
◼
►
is to make awesome sounding audio.
00:35:29
◼
►
And having clever stuff happen through Siri
00:35:34
◼
►
is obviously on the list.
00:35:36
◼
►
I mean, and there's obviously a deliberate choice
00:35:39
◼
►
to make Siri the interface to interacting with the device.
00:35:43
◼
►
I mean, there's other things I guess we'll find out,
00:35:47
◼
►
but there's plus minus physical buttons for volume.
00:35:49
◼
►
But for the most part, you're intended--
00:35:50
◼
►
- But I think it was a different thought process.
00:35:51
◼
►
Like it wasn't how do we put Siri in your living room?
00:35:53
◼
►
It's we're putting this in your living room,
00:35:54
◼
►
what's the best way to control it?
00:35:56
◼
►
- Exactly, right.
00:35:57
◼
►
And that makes it a fundamentally different product.
00:35:59
◼
►
And I can't help but think that even if it is successful, meaning not successful necessarily
00:36:06
◼
►
in the market, but successful insofar as that if the product they ship is what they wanted
00:36:13
◼
►
to ship, that it might wind up being deeply misunderstood in the initial reviews because
00:36:21
◼
►
it's going to be compared to Alexa and the Google thing.
00:36:25
◼
►
and there'll be, you know, my Alexa can do these 30 different things, you know, and,
00:36:32
◼
►
you know, the HomePod only does two of them, and, you know, cons and then pros, HomePod
00:36:40
◼
►
sounds more, sounds better. I combine two of my items at once. Sounds better, but then
00:36:48
◼
►
another con costs double the price or two and a half times the price. So why would I
00:36:54
◼
►
pay, you know, conclusion, why would I pay three times as much
00:36:57
◼
►
for a device that only does one third of the things even though
00:37:00
◼
►
it sounds better? Whereas the knock that happens all the time,
00:37:04
◼
►
right, I can't help but guess that that's going to be the
00:37:07
◼
►
summary of a lot of reviews. And it might actually be the
00:37:10
◼
►
sentiment of a lot of people reading a lot of these reviews,
00:37:13
◼
►
if what you're looking for is a intelligent AI assistant to talk
00:37:20
◼
►
to and control stuff in your house. Whereas if what you
00:37:24
◼
►
you really want is awesome sounding music coming in the world where is your music coming
00:37:33
◼
►
from is the cloud, you might get a totally different answer. And it also on the issue
00:37:39
◼
►
of price, in the world of people who want really, really high quality, or I'll just
00:37:47
◼
►
read it. I don't want to say it better. A guy I know, Joe Saplensky, you were in this
00:37:55
◼
►
thread on Twitter, but he had a good tweet. Here's his tweet. "I'm not saying HomePod
00:37:59
◼
►
is a guaranteed success. Far from it. I'm just saying there's a much bigger, more established
00:38:04
◼
►
market for great sounding home stereo equipment than there is for 'smart home appliances'
00:38:10
◼
►
and in that world, $350 is a steal." Now, Joe's a musician.
00:38:14
◼
►
- You literally spend as much money as you have on audio.
00:38:17
◼
►
There is no upper limit.
00:38:20
◼
►
You know, Joe's a musician.
00:38:21
◼
►
He's in a band with a friend of the show,
00:38:24
◼
►
former Vesper colleague, Dave Whiskus, you know.
00:38:27
◼
►
So he's a musician.
00:38:27
◼
►
He's like Dalrymple, you know, he's obviously,
00:38:30
◼
►
you know, serious musician.
00:38:31
◼
►
You care about the music.
00:38:32
◼
►
But it really is true that in the world
00:38:34
◼
►
of digital assistants, 350 sounds like Apple is coming in
00:38:38
◼
►
at an insanely high price.
00:38:39
◼
►
And in the world of high-end home audio,
00:38:42
◼
►
It is insanely low.
00:38:45
◼
►
- Yeah, and that's absolutely true.
00:38:47
◼
►
You can spend, if you have millions of dollars,
00:38:49
◼
►
you can spend millions of dollars on home audio.
00:38:51
◼
►
There is literally no upper limit.
00:38:54
◼
►
And we've all bought good speakers over the years.
00:38:56
◼
►
Some people, again, they'll go
00:38:57
◼
►
and they'll get the box of speakers
00:38:58
◼
►
and that's fine for them.
00:38:59
◼
►
It's whatever Costco or Walmart
00:39:01
◼
►
or whatever is offering in a box.
00:39:02
◼
►
Other people will carefully select every speaker
00:39:05
◼
►
and you'll get the best amplifier
00:39:06
◼
►
because they care about this stuff.
00:39:08
◼
►
But again, I think what Apple is also solving here is
00:39:11
◼
►
I want better audio in my house and I don't really want to fuss with wires, I don't want
00:39:16
◼
►
to fuss with all these things and I just want to drop it in.
00:39:19
◼
►
And Sonos was the first way of doing that.
00:39:21
◼
►
Sonos still has a good product.
00:39:23
◼
►
They have the Sonos One now, talk about new market, new competitors.
00:39:25
◼
►
They have the Sonos One now which builds in Alexa and I think it'll do Siri bridging and
00:39:30
◼
►
probably do Cortana so that Cortana and Alexa can talk to each other and leave you alone.
00:39:36
◼
►
But that's the solution is I'm in on the Apple ecosystem, I have an iPhone, I subscribe to
00:39:40
◼
►
Apple Music and I just want something in my house that takes care of all this for me."
00:39:44
◼
►
And that's the job you're hiring it to do.
00:39:48
◼
►
We've got the Alexa thing that echoed Dingus in the kitchen. And we haven't hooked up to
00:39:58
◼
►
some lights and some window shades. The window shades are the main thing that I use it for.
00:40:07
◼
►
Which ones did you get? Because I just ordered some.
00:40:10
◼
►
Uh, Lytros? I don't know if that's…
00:40:12
◼
►
Yeah, the Lutron?
00:40:13
◼
►
Lutron, Lutron. That's it.
00:40:14
◼
►
Yeah, that's the one I just ordered. Serena.
00:40:18
◼
►
Yeah, I like the shades, but I still… honestly, I used the buttons on the remote control as
00:40:24
◼
►
much as I use the Alexa interface so far. But Amy's in the kitchen more than me. She
00:40:31
◼
►
She plays music on it.
00:40:33
◼
►
I think it sounds like shit.
00:40:34
◼
►
I really do.
00:40:36
◼
►
And I don't know, in a kitchen where it's bouncing off tiles, it might even be more
00:40:41
◼
►
So I'm really, really—I mean, that's the first place where, when I get my hands on
00:40:44
◼
►
a HomePod, I'm putting it in the kitchen first, because that's where we would use it more.
00:40:51
◼
►
And since it doesn't work with two yet, the living room might have to wait for AirPlay
00:40:57
◼
►
Really, all she does is she plays music on it and she sets timers.
00:41:02
◼
►
She does like using it to set timers because it's hands-free and that's while cooking.
00:41:08
◼
►
But it does drive her mad.
00:41:09
◼
►
And I have to say, as somebody who cares about the little things, for all the praise that
00:41:14
◼
►
the thing gets, I think that some of the things that it does are so goddamn stupid, it's ridiculous.
00:41:19
◼
►
So if you have a timer going and you check, you're like, "Hey, Dingus, how much time is
00:41:23
◼
►
left on my timer?"
00:41:25
◼
►
It takes forever to get the answer.
00:41:27
◼
►
You have four minutes, 30 seconds remaining on your 10-minute timer.
00:41:34
◼
►
It's so stupid.
00:41:36
◼
►
Who would program it that way?
00:41:37
◼
►
If you understand the question as clearly as she understands the question, how much
00:41:41
◼
►
time is left, just say four minutes, 30 seconds and say it a little faster.
00:41:46
◼
►
Ben de la Torre
00:41:48
◼
►
People get mad when I say this, but it's an incredibly new, incredibly nascent market
00:41:52
◼
►
and there is no real leader yet.
00:41:54
◼
►
the core technology itself is not fully baked.
00:41:57
◼
►
Like if Amy's in the kitchen and she says,
00:42:00
◼
►
I want a scotch or something,
00:42:01
◼
►
it'll get better at understanding that she wants scotch,
00:42:04
◼
►
but it doesn't get better at knowing
00:42:05
◼
►
that Amy prefers scotch as a drink.
00:42:07
◼
►
Like its context is very shallow, very super,
00:42:10
◼
►
all of the assistants, very, it also,
00:42:12
◼
►
right now it responds, like it'll,
00:42:14
◼
►
like you'll say lower the shades
00:42:15
◼
►
and it'll lower the shades.
00:42:17
◼
►
And if you put it on a timer or something,
00:42:19
◼
►
it'll do it programmatically,
00:42:21
◼
►
but it doesn't understand that when you wake up
00:42:24
◼
►
When you pick up your phone, it should automatically raise the shades or turn on the shower because
00:42:27
◼
►
that's what you do after you read Twitter in the morning.
00:42:30
◼
►
They still don't have a deep understanding of us.
00:42:33
◼
►
It feels like it's a fresh enough area where there's not a lot of depth yet.
00:42:38
◼
►
There's some stuff about HomePod that I think is – I'm not dissing Alexa and saying
00:42:49
◼
►
it's series coming out of the box, you know, to fix this and be like the iPhone, what the
00:42:54
◼
►
iPhone was to smartphones for these smart agents. I think it's clearly, absolutely,
00:42:59
◼
►
this year not going to be that. It might be a great music device, but it is absolutely
00:43:04
◼
►
not going to be the, you know, the HAL 9000 in your home that we ultimately want.
00:43:12
◼
►
The consensus I've heard from, you know, mutual friends who've been using it for a long time
00:43:16
◼
►
is that the music experience is phenomenal and Siri for music has been, it's almost like
00:43:21
◼
►
a completely new Siri for music, but Siri is still limited, as you just answered me,
00:43:26
◼
►
but Siri is still incredibly limited. So don't go in expecting it to be. And this isn't like,
00:43:30
◼
►
it'll do the HomeKit stuff because you, again, it's like Apple, we might as well include
00:43:33
◼
►
HomeKit. But it really is music first. And it's interesting too, because they had Siri
00:43:39
◼
►
Kit out for this. So it'll do things like, it'll work with Notes apps, it'll work with
00:43:43
◼
►
to-do apps like OmniFocus and things.
00:43:46
◼
►
And it'll work with--
00:43:47
◼
►
I forget what the third one is.
00:43:48
◼
►
There's a third-- oh, it'll--
00:43:50
◼
►
there's a third thing that SiriKit will work through.
00:43:52
◼
►
There's no SiriKit for music.
00:43:53
◼
►
So if you use Spotify instead of Apple Music, you're stuck.
00:43:57
◼
►
But the architecture that Apple is building--
00:43:59
◼
►
and Brian Romilly, who does all the Voice First stuff,
00:44:02
◼
►
pointed this out to me--
00:44:03
◼
►
Amazon is ahead in terms of integration,
00:44:05
◼
►
but they've sort of painted themselves
00:44:07
◼
►
into a corner because of the system that they use.
00:44:10
◼
►
It doesn't handle differences in grammatical structure
00:44:12
◼
►
well and also it doesn't handle as far as he explained it. Like if you got in on the
00:44:17
◼
►
ground floor and you were pizza, like you were the first developer to make a pizza integration,
00:44:23
◼
►
what happens when Pizza Hut or Domino's come on? And then like some guy already owns pizza.
00:44:27
◼
►
Like it's not clear how well it's going to scale. Where Apple is very, very slow with
00:44:30
◼
►
this stuff and they should have absolutely had more integrations out, more serial kit
00:44:34
◼
►
domains out sooner. They've built a system that will allow many people who speak very
00:44:39
◼
►
differently in different languages and in some cases even multiple languages to
00:44:42
◼
►
interface with it and they're building it in a way that it'll scale as they
00:44:46
◼
►
start rolling out more and more of those domains. Yeah and the other thing I don't
00:44:50
◼
►
think that this is official I don't think that they're they're saying this
00:44:54
◼
►
yet but what I have heard is that you know for like the integration with
00:45:00
◼
►
things like your notes and reminders and there's third-party integration like
00:45:07
◼
►
like they're already saying like the app,
00:45:08
◼
►
the great, great to-do list app things,
00:45:12
◼
►
I guess is already on board with a Siri kit extension.
00:45:16
◼
►
If you want to use stuff like that,
00:45:19
◼
►
it only works with one Apple ID.
00:45:23
◼
►
Like, so you've got to hook up your HomePod
00:45:25
◼
►
and maybe it's me.
00:45:27
◼
►
- Most messages, sorry, that's the third one.
00:45:28
◼
►
- Yeah, messages.
00:45:29
◼
►
And they've got, I think they got WhatsApp on board.
00:45:31
◼
►
So it's not just Apple messages.
00:45:33
◼
►
it's messaging apps can get into this.
00:45:37
◼
►
But there's not, you know,
00:45:39
◼
►
clearly the way that this should work,
00:45:43
◼
►
I'm not saying it should,
00:45:45
◼
►
given the state of technology in 2018,
00:45:47
◼
►
but certainly should ultimately,
00:45:51
◼
►
and sooner rather than later,
00:45:53
◼
►
is your device should recognize who you are.
00:45:56
◼
►
I've said this before, talking about this.
00:45:58
◼
►
You know, whether it's just voice alone
00:46:01
◼
►
combination of camera and voice, but there's absolutely no doubt. I mean, and you know,
00:46:06
◼
►
the tech is there if photos can identify your friends and family in your photos,
00:46:13
◼
►
the device could use the same machine learning algorithms to notice that it's you who are talking
00:46:20
◼
►
right and the same. Just think about this, there's no reason that computers shouldn't be ultimately
00:46:25
◼
►
computers combined with hardware shouldn't be as good as we are of, you know, recognizing who just
00:46:31
◼
►
said something. Right? When you're at the…
00:46:33
◼
►
That's totally true. Right now, they're personal assistants and they need to be multi-personal
00:46:37
◼
►
assistants. And again, another problem with Apple delaying is that in the meantime, Amazon
00:46:41
◼
►
has pushed out multi-user, multi-voice, and Google has more recently pushed out multi-user,
00:46:46
◼
►
multi-voice. And Nuance for years has been doing voice ID to the level that I think banking
00:46:52
◼
►
apps trust it now as a form of biometric authentication. So this stuff all worked. And Apple has been
00:46:57
◼
►
working on it as far as I know, but it's not shipped yet.
00:47:00
◼
►
So clearly this should work where if you've configured the HomePod in your house with your Apple ID and
00:47:07
◼
►
somebody else in your family has also done that and one of you says
00:47:13
◼
►
You know, hey dingus remind me tomorrow when I get to work to
00:47:19
◼
►
Pay Bob the five dollars I own
00:47:22
◼
►
It knows who said that right in the same way that when you're you you and I and a bunch of friends go out to
00:47:29
◼
►
dinner and somebody says, "Hey, can you pass me the salt?" that you don't say, "Okay,
00:47:34
◼
►
who wants the salt?" You just give it to the person who said it.
00:47:38
◼
►
If you say, "Hey, Dingus, read me my messages," or Amy says, "Hey, Dingus, read me my messages,"
00:47:43
◼
►
they should supply the appropriate messages to the right person.
00:47:46
◼
►
Right. And conversely, and I'm curious how this is going to work in the 1.0 version of
00:47:53
◼
►
home play, is that if you come over to my house and I've got it set up for my thing
00:47:58
◼
►
and you say, "Hey, Dingus, play my messages," what's it going to do? I honestly don't
00:48:05
◼
►
even know. I have no idea on or off the record how the hell that's going to work.
00:48:09
◼
►
Because you don't want it to say, "Hey, is that idiot still coming over to your house?
00:48:12
◼
►
I can't believe it."
00:48:13
◼
►
Yeah, exactly. I mean, it's a real disaster.
00:48:16
◼
►
Well, you know, there are several things like they haven't said anything about it working
00:48:20
◼
►
with Apple TV yet, but it is an AirPlay endpoint, so you'll be able to select it from your
00:48:24
◼
►
or Apple TV as an AirPlay speaker and do that,
00:48:26
◼
►
but there's no sort of special Apple magic there.
00:48:29
◼
►
And it's got Bluetooth 5.0,
00:48:31
◼
►
and it'll do speaker phone for iPhone,
00:48:33
◼
►
but Apple's not surfacing like A2DP,
00:48:35
◼
►
or I forget what the new one, the new initials are,
00:48:37
◼
►
so it'll work as a Bluetooth endpoint for other devices.
00:48:40
◼
►
So just a lot of stuff that just seems like
00:48:42
◼
►
it's not full yet, not finished yet.
00:48:45
◼
►
- Yeah, and because it is an AirPlay speaker,
00:48:50
◼
►
you can just use peer-to-peer AirPlay
00:48:53
◼
►
like you can with any other AirPlay device.
00:48:55
◼
►
So right out of the box, if you wanna play your podcasts,
00:48:58
◼
►
even if your preferred podcast app
00:49:01
◼
►
isn't magically able to just interface through the thing,
00:49:06
◼
►
you can just go from your phone,
00:49:07
◼
►
select it as your AirPlay target,
00:49:09
◼
►
and hit play and control it through your phone.
00:49:11
◼
►
So you will be able to use it as a speaker to play podcasts.
00:49:13
◼
►
It's just clearly the way this device is meant to be used
00:49:16
◼
►
is to tell Siri to play your podcasts.
00:49:22
◼
►
And this is the part that sometimes is vexing about Apple.
00:49:25
◼
►
And I think the last example was the Apple TV,
00:49:27
◼
►
where it took years and still felt not fully baked
00:49:30
◼
►
when the new version came out.
00:49:31
◼
►
And this Apple's been working on for years
00:49:33
◼
►
and still feels not fully baked.
00:49:35
◼
►
And yeah, there's always resource constraints,
00:49:37
◼
►
and they're working on multiple products and stuff.
00:49:39
◼
►
But it's clear they sort of know what it should do.
00:49:41
◼
►
Like they knew what Apple TV does.
00:49:42
◼
►
And Apple TV now, is it two years
00:49:44
◼
►
after the new version came out,
00:49:46
◼
►
it's got almost everything that was glaringly missing
00:49:49
◼
►
from when they first launched it.
00:49:50
◼
►
But it's just getting that stuff ready
00:49:52
◼
►
so that it's there when the product ships, it seems to be a challenge.
00:49:57
◼
►
I guess the last point here is that Apple is playing it up as being meant for Apple
00:50:02
◼
►
Music. But I think I saw something that you can use it without an Apple Music subscription
00:50:10
◼
►
and it will play music that you have purchased from iTunes. But I'm wondering what it will
00:50:15
◼
►
do like if you have… will it play anything that you possibly have that is in the cloud?
00:50:24
◼
►
So with the… it is all so confusing to me, but I still think that… let's say I have
00:50:31
◼
►
a CD that has music on it that's never been in iTunes in the store. It's an old bootleg
00:50:37
◼
►
CD of something. And I've ripped… years ago, ripped it into iTunes and I have iTunes
00:50:42
◼
►
match so that it's in my account and when I get a new computer and sign into it, those
00:50:49
◼
►
songs from that disk are available to me, even though they're not in the iTunes store.
00:50:53
◼
►
Will those songs be available to me through HomePod?
00:50:56
◼
►
So that was unclear to me too because we have like, again, Down
00:50:56
◼
►
See, that was unclear to me too because we have like, again, Down
00:51:10
◼
►
It sounded to me, because again, the language wasn't--
00:51:12
◼
►
at least I didn't understand the language that well.
00:51:14
◼
►
So I'm wondering if it's just whatever
00:51:16
◼
►
is in your iCloud music library, because that sort of supplanted
00:51:20
◼
►
iTunes match, and it includes Apple Music if you have it,
00:51:22
◼
►
and iTunes match.
00:51:23
◼
►
Yeah, so I guess that's what I'm thinking.
00:51:25
◼
►
Not iTunes match, but just iTunes Music Library.
00:51:27
◼
►
And I'm hoping-- god, I'm really hoping that that's what it is,
00:51:31
◼
►
because boy, that would just seem--
00:51:34
◼
►
I don't see how you could excuse it otherwise, right?
00:51:36
◼
►
I mean, this is--
00:51:37
◼
►
iTunes is a thing that Apple's been building since 2001.
00:51:42
◼
►
It's all in their court.
00:51:43
◼
►
There's nobody else to blame if that doesn't work.
00:51:47
◼
►
Well, there's two areas here of pain.
00:51:50
◼
►
One's going to be the people like Jim or like Andy and Akko who have these vast collections
00:51:54
◼
►
of music that they've carefully ripped and cataloged and really love to hear.
00:51:58
◼
►
And then there's a whole new generation of people that just don't even remember what
00:52:01
◼
►
a CD is, but maybe they're all in on Spotify and not on Apple Music and their pain is going
00:52:06
◼
►
be that yes, I can airplay it, but oh god, it would be nice to have native support for
00:52:10
◼
►
this already.
00:52:13
◼
►
It's like two edges of the spectrum.
00:52:15
◼
►
My version of the nine versions of the Ozzy song is my collection of live Rolling Stones
00:52:21
◼
►
performances from the '70s and very early '80s, where the set lists are, I don't
00:52:26
◼
►
know, usually about 60% overlap from each tour to tour.
00:52:31
◼
►
So there's, I don't know.
00:52:33
◼
►
least eight different versions of Happy from Exile on Main Street.
00:52:39
◼
►
And the new version is if Taylor Swift drops on Spotify instead of Apple Music Day One,
00:52:44
◼
►
they'll be shook if it's not available to them.
00:52:48
◼
►
Or really, with those live albums, it's great to just listen to them in order as a
00:52:54
◼
►
But I don't think maybe they've made them available, but I'm pretty sure they were
00:52:58
◼
►
never on Apple Music.
00:52:59
◼
►
It's like the Stones were selling them directly and for a while they were selling them through
00:53:04
◼
►
Google or something.
00:53:05
◼
►
I forget how I got them.
00:53:08
◼
►
But apparently the Siri stuff is, like for music, they've done an incredible amount
00:53:11
◼
►
of work to make it far more robust and nuanced and capable.
00:53:15
◼
►
And it'll be interesting to see what sort—like again, it's only music and that sucks.
00:53:19
◼
►
I wish it was everything, but it'd be good to see what sort of the future of Siri holds
00:53:22
◼
►
as they roll that same new system out over other domains.
00:53:27
◼
►
Anyway, let's take a break and I'm going to thank our next sponsor. It's our good friends
00:53:32
◼
►
at Away. Away bags and accessories are super high quality and really, really affordable
00:53:40
◼
►
prices because they sell them direct to you. They use really high quality materials so
00:53:46
◼
►
they can offer a much lower price compared to equivalent quality brands by cutting out
00:53:50
◼
►
the middleman without the retail markup. You can choose from over 10 colors in five sizes
00:53:57
◼
►
Here's the names of their sizes. They're very hard to understand. The carry-on, the
00:54:03
◼
►
bigger carry-on, the medium, the large, and the kids carry-on. They're actually very
00:54:07
◼
►
easy to understand. The suitcases are made with premium German polycarbonate that's
00:54:14
◼
►
very lightweight and bends, never breaks. The interior features a patent-pending compression
00:54:21
◼
►
them. Four 360-degree spinner wheels guarantee a smooth ride. The wheels are my favorite
00:54:27
◼
►
thing about this ride, this thing. I've traveled a lot over the last month or so, had mine
00:54:32
◼
►
everywhere I go, and I'm constantly impressed by how smooth the wheels are in this thing.
00:54:39
◼
►
There's at least two of the terminals at Philly's airport, American Airways as it's now known.
00:54:47
◼
►
You got to go down like a slope to get there.
00:54:49
◼
►
It actually goes downhill.
00:54:51
◼
►
The damn thing, the wheels are so good that it actually, if you let go of it, the suitcase
00:54:55
◼
►
is just going to take off.
00:54:57
◼
►
It's so smooth.
00:54:58
◼
►
It's really, really—that's my favorite thing about the whole thing.
00:55:04
◼
►
Even just clever little things like a removable washable laundry bag that snaps into place,
00:55:08
◼
►
tucks away so you can keep your dirty clothes separate from the remaining clean clothes
00:55:13
◼
►
living out of the suitcase while you're on your trip.
00:55:17
◼
►
Here's the thing. Both sizes of the carry-on can charge all cell phones, tablets, e-readers,
00:55:23
◼
►
anything that's powered by a USB cord. It's got like a 20,000 mega amp battery. You don't
00:55:29
◼
►
have to really charge the suitcase very often. I go months without charging it. Months. I
00:55:34
◼
►
only charge it like, I don't know, maybe like once or twice a year. You almost never have
00:55:39
◼
►
to remember to do it, but then anytime you sit down at the airport, just plug in a lightning
00:55:43
◼
►
cable and you can sit there and charge your phone, which is to me always a huge deal at
00:55:49
◼
►
the airport because my phone is always super low because you get a shitty signal and there's
00:55:54
◼
►
thousands of other people all on their phones. And because you're at the airport, you're
00:55:58
◼
►
on your phone all day. Really, it's just a tremendously convenient thing. Anyway, they
00:56:05
◼
►
have a lifetime warranty. If anything breaks, they will fix it, replace it for free. Really
00:56:11
◼
►
just great stuff. I really encourage you to go check it out. They too have a hundred day
00:56:17
◼
►
trial. Live it, vibe with it, travel with it, Instagram it, take pictures, and if at any point
00:56:24
◼
►
you don't decide that you like it, return it for a full refund, no questions asked. They have free
00:56:30
◼
►
shipping on any away order within the contiguous US. Sorry, Alaska. Carry-on sizes that are
00:56:38
◼
►
compliant with all major US airlines while maximizing the amount that you can pack. They
00:56:45
◼
►
also have retail stores now in New York City, San Francisco, Los Angeles, and Austin, Texas.
00:56:51
◼
►
Beautiful, beautiful Austin, Texas. Really, I love my product. I can't remember the last
00:56:56
◼
►
time I traveled anywhere without it. It's just great. I really recommend it personally.
00:57:03
◼
►
I would recommend it even if they stopped sponsoring the show. That's how much I like
00:57:06
◼
►
ticket. For $20 off a suitcase, visit awaytravel.com/talkshow, awaytravel.com/talkshow, and use promo "talkshow"
00:57:18
◼
►
during checkout and you'll save $20. $20 off awaytravel.com/talkshow. My thanks to them.
00:57:27
◼
►
You can buy suitcases on the internet now, too. You know that, Rene.
00:57:30
◼
►
You buy almost anything. It's an amazing time. We live in I just moved and I don't think I bought anything a traditional store
00:57:36
◼
►
You may be some furniture, but almost everything else I bought I always if it was online. Yeah, I
00:57:41
◼
►
Buy so much stuff online. It has occasionally occurred to me where it's like how the hell does retail even stay in business?
00:57:48
◼
►
Like anything? Yeah, even though sometimes I do like to go and I there are things I like to buy in person
00:57:54
◼
►
But there it there are other things that you used to buy at the stores where I occasionally
00:58:00
◼
►
I occasionally go for an in-person retail experience where since I don't buy any of
00:58:05
◼
►
those other things there, I don't know. I just wonder what the heck is going on. It's
00:58:10
◼
►
very strange.
00:58:11
◼
►
Yeah. It's the same thing like the app store. If I know exactly what I want, I will go online
00:58:16
◼
►
and buy it. But if I'm just bored or I need to get something for somebody and I don't
00:58:21
◼
►
know what I want, I find it easier to just walk through a mall and look at things and
00:58:25
◼
►
Yeah, and it's still probably my favorite thing about actual physical retail shopping
00:58:30
◼
►
is still the serendipity of encountering something that I didn't even know I wanted and saying,
00:58:34
◼
►
"Ooh, that looks interesting. I'll get that." Whereas online, I'm usually Target, not shopping
00:58:39
◼
►
at Target, but I'm targeting a specific product. Anything else on HomePod? I think we've pretty
00:58:49
◼
►
much wrapped that up until we get our hands on the damn things.
00:58:51
◼
►
Yeah, I mean, I just encourage again, I just encourage people if you're gonna try it out,
00:58:56
◼
►
go to an app. If you haven't, you know, wait, look at the reviews, but then go try it out
00:58:59
◼
►
because yelling about it before you've tried. Here's a good question. Here's a good question.
00:59:04
◼
►
I'm really curious how they sell this in the REIT speaking of retail, how they say what
00:59:11
◼
►
a segue, I should have a podcast. How is how I've been thinking about this ever since June,
00:59:18
◼
►
the hell are they going to sell these things in a retail store?
00:59:23
◼
►
We had those questions…
00:59:24
◼
►
I was wondering that about AirPod because that seemed like the hardest thing because
00:59:26
◼
►
how do you convince people about what an AirPod is because you can't just have a lineup
00:59:31
◼
►
of them on little strings?
00:59:32
◼
►
I don't know.
00:59:33
◼
►
At the very least though with AirPods, once they're in a customer's ears to demo,
00:59:38
◼
►
they're not blaring music in the store.
00:59:41
◼
►
And the Apple stores are big rectangular spaces that are not really, again, usually stuffed
00:59:51
◼
►
full of about 100 people, which isn't really at least much like my home.
01:00:03
◼
►
They had the Sonos stands for a while where they had like the section of the wall that
01:00:06
◼
►
was Sonos-branded and had like a bunch of Sonos speakers on it.
01:00:10
◼
►
They've had Beats speakers set up with the Pill and other things and they've had Airplay
01:00:14
◼
►
speakers set up for a while.
01:00:17
◼
►
I don't think they ever really demoed them loudly, if at all.
01:00:21
◼
►
I really wonder.
01:00:23
◼
►
I'm really curious how they're going to do this in the retail stores.
01:00:26
◼
►
Maybe they won't.
01:00:27
◼
►
When someone asked me on Twitter, I forget who the name was, but will HomePod technology
01:00:31
◼
►
filter down to the Beats line the way that AirPod technology did?
01:00:34
◼
►
Will you be able to buy a Beats version?
01:00:36
◼
►
If you really like the Beats Pill as a mobile speaker, for example, will you be able to
01:00:39
◼
►
that with some form of this integration stuff into it?
01:00:43
◼
►
I don't know.
01:00:46
◼
►
Like maybe there's room underneath that $350 price tag for a Beats version. It's
01:00:51
◼
►
not as slick as the Apple version, but we'll recognize a HomePod there and
01:00:55
◼
►
mesh its audio with it if you have it in the same room, but then
01:00:57
◼
►
you can take it with you and it'll give you like the Beats version.
01:01:01
◼
►
I remember like in the late 90s in the CD era,
01:01:05
◼
►
maybe mid to late 90s, where record stores
01:01:08
◼
►
started setting up things where like when new releases would come out, they would have
01:01:12
◼
►
headphone stations where you'd go to like station two and they would have like a poster
01:01:20
◼
►
up with here's the ten albums set up here and you could pick from one of ten CDs and
01:01:26
◼
►
listen to it with some pretty good headphones right there in the store. And that felt so
01:01:31
◼
►
futuristic. It was like, wow, imagine this is so amazing. You can listen to a new album
01:01:36
◼
►
them, as long as you want, of your choice, right here before you buy it.
01:01:43
◼
►
Yeah, and I'm pretty sure Apple had those, you know, when they started selling headphones,
01:01:47
◼
►
especially with the, I don't know about the Beats stuff, but they had headphone sections
01:01:51
◼
►
as well, where you could try them out.
01:01:54
◼
►
I don't know.
01:01:55
◼
►
Yeah, it's going to be interesting to see.
01:01:59
◼
►
Anything else?
01:02:00
◼
►
I don't think so.
01:02:01
◼
►
I don't know.
01:02:04
◼
►
Not until we get it.
01:02:05
◼
►
I guess in the news, I've been on hiatus for a holiday hiatus after the Star Wars Holiday
01:02:11
◼
►
Spectacular.
01:02:15
◼
►
So I've missed a couple of weeks here.
01:02:18
◼
►
And I think the whole, in terms of news, I'm not going to try to cover everything.
01:02:23
◼
►
It's not really a cover everything show.
01:02:25
◼
►
But the HomePod Specter, not HomePod, Jesus, Meltdown Specter thing, it sort of happened
01:02:34
◼
►
while the whole, I haven't really had a show in the meantime.
01:02:38
◼
►
Boy, what a nightmare this whole thing is.
01:02:40
◼
►
- Yeah, two critical vulnerabilities that date back to 1995
01:02:44
◼
►
for Intel chipsets and quite a ways back for ARM
01:02:48
◼
►
and AMD chipsets.
01:02:50
◼
►
And there's three vulnerabilities,
01:02:52
◼
►
one meltdown, two Spectre vulnerabilities.
01:02:54
◼
►
The meltdown one, Apple has patched for Mac OS now,
01:02:59
◼
►
going back two or three versions, I think as of today,
01:03:02
◼
►
They patched it in iOS 11.
01:03:04
◼
►
And Spectre, Apple smartly decided
01:03:07
◼
►
not to use Intel's microcode, which is great,
01:03:09
◼
►
because Intel yesterday said, oh, whoops,
01:03:12
◼
►
we're messing up older machines.
01:03:13
◼
►
Please don't use this.
01:03:15
◼
►
Apple only patched it in WebKit and Safari,
01:03:17
◼
►
which is where the JavaScript exploits could live.
01:03:20
◼
►
Yeah, it really does seem like the experts,
01:03:27
◼
►
they've got a handle on, ooh, that's pretty clever.
01:03:30
◼
►
and they kind of get the gist of how the exploit could work,
01:03:35
◼
►
but the understanding of how to fix it in a bulletproof way
01:03:40
◼
►
without sacrificing all of the performance advantages
01:03:45
◼
►
of speculative branching,
01:03:49
◼
►
it doesn't seem like anybody really
01:03:50
◼
►
has a full grasp on this yet.
01:03:52
◼
►
- And the mitigations only address known attacks.
01:03:55
◼
►
So if there are other attack possibilities discovered,
01:03:59
◼
►
they'll have to add more mitigations for them.
01:04:02
◼
►
- Like they're not actually fixing the fault,
01:04:03
◼
►
they're stopping people from attacking those faults
01:04:06
◼
►
in known ways.
01:04:07
◼
►
- Yeah, I have a friend who has a couple of web servers
01:04:12
◼
►
in production and it just seems like,
01:04:17
◼
►
you know, and they've been updated to, you know,
01:04:21
◼
►
with fixes to address this,
01:04:22
◼
►
but then ever since they were updated,
01:04:24
◼
►
they are occasionally just dropping off the internet.
01:04:29
◼
►
and need to be removed.
01:04:30
◼
►
- Yeah, there was an epic,
01:04:32
◼
►
one of the epic games was saying
01:04:34
◼
►
that they were getting a horrendous,
01:04:35
◼
►
and not only a performance hit,
01:04:36
◼
►
but because they had to use more processing power,
01:04:40
◼
►
an electrical hit too, like the power consumption
01:04:42
◼
►
was going way up to make up for it.
01:04:44
◼
►
- Right, like the fixes for this are,
01:04:47
◼
►
this is so low, it really almost couldn't get lower
01:04:51
◼
►
in the chain, you know, as they say, on the silicon,
01:04:56
◼
►
you know, getting close to the silicon.
01:04:57
◼
►
This is pretty close to the silicon.
01:04:59
◼
►
Boy, what a nightmare.
01:05:03
◼
►
It does seem--
01:05:04
◼
►
You have to do page isolation, which adds overhead, basically,
01:05:07
◼
►
to prevent it from accessing kernel memory.
01:05:09
◼
►
It seems as though Apple's products have come out
01:05:12
◼
►
of this fairly well in terms of-- I mean,
01:05:15
◼
►
who knows if they've actually fixed what they're hoping to fix.
01:05:18
◼
►
And they're being sued anyway.
01:05:21
◼
►
Oh, over this?
01:05:22
◼
►
Yeah, I mean, yeah, they're being sued over Meltdown Inspector
01:05:26
◼
►
already because of course they're being scored. I don't know that they could be sued over like
01:05:31
◼
►
the Tim Cook rooting for the wrong team at the hockey game last night at this point.
01:05:36
◼
►
Absolutely. But yeah, no, they, I mean, they, they were, they, they patched the stuff as fast
01:05:44
◼
►
as they could prudently. They didn't sort of deploy any microcode that turned out to be,
01:05:49
◼
►
I think Linus Torval called it garbage. He was quite upset with Intel. And it seemed like Intel
01:05:55
◼
►
has been an ass-covering mode rather than fixing mode throughout most of this.
01:05:58
◼
►
Yeah. Yeah, and it's surprising because Linus Torvalds usually is very diplomatic. It doesn't
01:06:10
◼
►
really speak his mind very often like that. No, not at all.
01:06:13
◼
►
No, but it does seem as though Apple has come out of this pretty well. If they've fixed
01:06:17
◼
►
what they think that they've fixed, it doesn't seem like computers have suddenly taken a
01:06:22
◼
►
a 25% performance hit or anything like that.
01:06:26
◼
►
No, it's workload dependent.
01:06:27
◼
►
And I think they announced that there was almost--
01:06:29
◼
►
like again, it depends if you're doing a lot of systems calls
01:06:31
◼
►
and what you're doing on a computer.
01:06:34
◼
►
But for most, I think most common tasks,
01:06:36
◼
►
there's almost no performance hit.
01:06:37
◼
►
And I think a 2.5% performance hit
01:06:39
◼
►
for some of the Spectre stuff on one of three Safari benchmarks.
01:06:43
◼
►
Right, the system cost of it.
01:06:45
◼
►
In layman's terms, I think I understand it.
01:06:48
◼
►
But the idea is that if the kernel is always running--
01:06:52
◼
►
well, the kernel is always running,
01:06:53
◼
►
and the kernel has access to all memory, including
01:06:56
◼
►
lots of stuff that individual processes should not
01:06:59
◼
►
have access to, that a process running in user space
01:07:05
◼
►
could take advantage of the speculative processing
01:07:08
◼
►
and trick the kernel into going down a certain branch
01:07:11
◼
►
that it shouldn't have permission-wise.
01:07:14
◼
►
And by the time the permission check happens,
01:07:19
◼
►
and you say, oh, I got to back out of that.
01:07:21
◼
►
But as the processor backs out of that,
01:07:25
◼
►
that memory that wasn't supposed to have been accessed
01:07:27
◼
►
is in a cache, perhaps, that the user land software could,
01:07:34
◼
►
through very clever ways that doesn't really matter how.
01:07:37
◼
►
And I couldn't explain it because I don't understand it.
01:07:39
◼
►
But because it's in the cache, which is accessible,
01:07:41
◼
►
could test it and figure it out and backwards, you know, back out of it what was actually
01:07:48
◼
►
in that protected memory.
01:07:50
◼
►
The best description I heard, I forget who it was from, but that meltdown is like a mugging
01:07:54
◼
►
and Spectre is like a Jedi mind trick.
01:07:58
◼
►
That's pretty good.
01:07:59
◼
►
I like that.
01:08:00
◼
►
But yeah, and it's bad for deployments like Amazon's or Google's because you could
01:08:05
◼
►
go through one virtual machine into the actual machine or into other virtual machines.
01:08:09
◼
►
Right, right.
01:08:10
◼
►
Well, all sorts of hosting services that are virtualized.
01:08:14
◼
►
Shared hosting, like traditional old shared hosting
01:08:16
◼
►
where you're just running those processes,
01:08:18
◼
►
or even virtualized processes, you know, servers,
01:08:21
◼
►
which is how a lot of most, I think, you know,
01:08:24
◼
►
sort of modern way to do shared hosting
01:08:26
◼
►
is where everybody gets their own version of the OS,
01:08:30
◼
►
typically Linux.
01:08:31
◼
►
But because it's really running on the same machine,
01:08:36
◼
►
this can be exploited.
01:08:37
◼
►
And that is sort of, you know, it's, I don't know,
01:08:41
◼
►
you could use all sorts of analogies,
01:08:43
◼
►
but it is sort of like breaking a hole in the matrix.
01:08:46
◼
►
You know, like, you know,
01:08:47
◼
►
when you're running in a virtualized server,
01:08:49
◼
►
it's supposed to be like the matrix where the software
01:08:52
◼
►
isn't supposed to realize it isn't running
01:08:54
◼
►
on its own machine entirely.
01:08:57
◼
►
It's supposed to, you know,
01:08:58
◼
►
think that it's, this is the real universe.
01:09:01
◼
►
I didn't know I was in a simulated universe
01:09:03
◼
►
within a larger universe.
01:09:05
◼
►
and this just pokes a hole right through it, which is really kind of—it breaks a lot
01:09:11
◼
►
of assumptions.
01:09:12
◼
►
Anyway, it's kind of fascinating stuff.
01:09:14
◼
►
Good to know that there doesn't seem to have been any widespread exploits that have
01:09:18
◼
►
come out of it yet.
01:09:19
◼
►
But then in the back of everybody's mind, you don't have to be a conspiracy theorist
01:09:23
◼
►
to wonder whether organizations like the NSA and others around the world have perhaps known
01:09:31
◼
►
about this for a long time.
01:09:36
◼
►
Yeah, I mean, people were wondering because what happened--
01:09:38
◼
►
Google's Project Zero discovered this.
01:09:41
◼
►
And then in rapid succession, the University of Graz--
01:09:43
◼
►
and I forget who the third group was-- discovered it as well.
01:09:46
◼
►
But it wasn't like it was there for 20 or so years.
01:09:50
◼
►
And then suddenly it was discovered.
01:09:52
◼
►
There was a Kaiser, which was page isolation, was proposed.
01:09:55
◼
►
And people were like, oh, we don't need that.
01:09:57
◼
►
It's a cute idea, but we don't need it.
01:09:59
◼
►
And then all of a sudden, they were like, yeah,
01:10:01
◼
►
that project? Can we start fast-tracking it?" And it made people more curious. They started
01:10:04
◼
►
investigating along similar lines. Right. I saw that story. It was like people who were briefed
01:10:11
◼
►
on it were trying to propose this thing that nobody thought was solving a problem that everybody
01:10:17
◼
►
thought didn't exist. And then they realized, "Well, wait, why are they pushing this ahead?
01:10:22
◼
►
Why is it getting?" And they're like, "Well, this is a performance hit. Why would you really be,
01:10:25
◼
►
you really want it that badly? Okay, what are we missing here?" Which was super interesting.
01:10:31
◼
►
I'm trying to think, what else in the last month of news is…
01:10:36
◼
►
There was something yesterday, or was it the day before that I just thought, and I absolutely
01:10:40
◼
►
do not want to pick on anybody, but I was reading Business Insider and there was a story
01:10:44
◼
►
about how the Apple Store was such a hellish experience.
01:10:46
◼
►
I don't know if you saw it.
01:10:47
◼
►
No, I don't think so.
01:10:49
◼
►
So this reporter dropped their iPhone twice, and the first time the screen cracked, the
01:10:56
◼
►
second time apart, fell out of the screen.
01:10:58
◼
►
So they took it to the Apple store and they did not have an appointment and they went
01:11:01
◼
►
from one employee to another and they said they'd fit them in and they would replace
01:11:05
◼
►
it within two hours.
01:11:06
◼
►
So you went to a popular Apple store, no appointment.
01:11:10
◼
►
It was a little bit late to be fixed.
01:11:11
◼
►
It was like, I think it took four hours instead of two hours, but they got their phone back
01:11:15
◼
►
that same day.
01:11:16
◼
►
And they traveled to CES and the phone stopped working.
01:11:20
◼
►
And at no point in the story does it say, "Well, I dropped it twice.
01:11:24
◼
►
Maybe that caused more damage than I originally assumed."
01:11:26
◼
►
It was like Apple must have destroyed it when they repaired it.
01:11:29
◼
►
So they went back to another Apple store, another really busy Apple store, again didn't
01:11:34
◼
►
have an appointment, managed to get an appointment, came back and they were really upset there
01:11:39
◼
►
were no lines.
01:11:40
◼
►
And that's a fair complaint.
01:11:41
◼
►
Some people prefer waiting in lines and just milling about.
01:11:44
◼
►
Apple seems to think people like milling about.
01:11:46
◼
►
Some people prefer lines.
01:11:47
◼
►
But then they got a replacement iPhone.
01:11:49
◼
►
The iPhone got swapped out with a refurb and they left seethingly angry about what a hellacious
01:11:55
◼
►
experience this was.
01:11:56
◼
►
And by no means do I want to say that. I don't want to say that experience isn't, you know,
01:11:59
◼
►
they're not entitled to their opinion. They absolutely are. But for me, you know, I, if
01:12:04
◼
►
I went in, did not have an appointment, got my screen repaired, went back in, didn't have
01:12:08
◼
►
an appointment, got a new iPhone or a replacement iPhone at least, I think that was pretty great
01:12:14
◼
►
>> Yeah, I don't get that. I'll have to put a link to it in the show notes.
01:12:17
◼
►
>> And there was also this part about like the Google Pixel. They used that as a replacement
01:12:21
◼
►
phone while they were in SES and how great that was. And I have a Google Pixel phone.
01:12:26
◼
►
phone. If I dropped it twice, I'd have no idea how to get that fixed the same day.
01:12:30
◼
►
Dave: Yeah, I think you're SOL. I've heard that they have some kind of mail-in thing
01:12:37
◼
►
that's pretty good, but it's certainly…
01:12:39
◼
►
Jay Haynes Yeah, but it wouldn't be that day.
01:12:41
◼
►
Dave Certainly very unlikely that you're going
01:12:42
◼
►
to find a first party, even third party. I don't see how you could expect to find one
01:12:47
◼
►
of those third party repair shops that would have a replacement Pixel 2 screen ready to
01:12:52
◼
►
go. It doesn't seem like…
01:12:53
◼
►
Jay Haynes This is like one of those things where…
01:12:54
◼
►
Like I don't know how this goes up on like a website because absolutely you can think
01:12:59
◼
►
that's a bad experience but I think other people given the same information wouldn't
01:13:03
◼
►
think that and I certainly don't think it's like a worth castigating the company over.
01:13:08
◼
►
It's like you go through it and you could see how it could be better.
01:13:12
◼
►
You know, it could be like 30 minute turnaround in theory.
01:13:17
◼
►
I've only ever dropped or cracked the screen on an iPhone twice and it was both times with
01:13:23
◼
►
my iPhone 6, which unsurprisingly had a reputation for being slippery. So my no case, no Apple
01:13:34
◼
►
Pay—not Apple Pay, Apple—what's the warranty program? I don't even know.
01:13:39
◼
►
Michael Bock Apple Care.
01:13:40
◼
►
Dave Asprey Apple Care. I haven't bought Apple Care since 1991
01:13:42
◼
►
on any device.
01:13:43
◼
►
Michael Bock Wow. Okay.
01:13:44
◼
►
Dave Asprey I bite religiously.
01:13:45
◼
►
The one that made me the most nervous was the—what was it?
01:13:52
◼
►
Jesus, it's been so long, I don't remember the number.
01:13:55
◼
►
I think it was a Power Mac 9100 that I blew the amount of a small car on in 1996 when
01:14:07
◼
►
I got out of college.
01:14:11
◼
►
I haven't bought Apple Pay since 1991 on my Mac LC that I went to college with.
01:14:16
◼
►
So at this point, or 9600, that's right, Power Mac 9600.
01:14:20
◼
►
I can't believe I forgot that.
01:14:22
◼
►
Boy, I'm losing it, Rene.
01:14:24
◼
►
My beloved Power Mac 9600 that I use for probably more than I ever use any Mac that I've ever
01:14:30
◼
►
I haven't bought Apple, what's it called?
01:14:36
◼
►
I can't remember.
01:14:37
◼
►
I can't remember. So I'm ahead. I could have a complete lemon and I could lose. At this
01:14:48
◼
►
point, I've bought so much stuff that I could have like a $2,500 MacBook that goes belly
01:14:54
◼
►
up two days out of warranty and I'd still be ahead compared to how much money. Anyway,
01:15:01
◼
►
I haven't done it.
01:15:02
◼
►
Don't do it on iPhones either because I just don't.
01:15:06
◼
►
I very seldom drop them, not just crack the screen, but I've had a few drops over the
01:15:13
◼
►
But the iPhone 6 I did twice.
01:15:14
◼
►
I dropped it, it cracked.
01:15:18
◼
►
And both times I was near an Apple store and took it in without an appointment and got
01:15:24
◼
►
it—I think I got it back within about 60 to 90 minutes both times.
01:15:29
◼
►
So I could see how four hours would be frustrating because it felt like a long time to me, too.
01:15:33
◼
►
But not like, you know, I didn't complain. I thought, "Hey, that's pretty good."
01:15:39
◼
►
You didn't write "hellish experience" as a title on during Claire well.
01:15:41
◼
►
It was funny, though. It was very funny, though, like waiting around to get your phone back
01:15:48
◼
►
in the store. And, you know, you could just, you know, I could go to other stores. They
01:15:52
◼
►
say, "Hey, it'll be about an hour." But they can't take your phone number and text
01:15:57
◼
►
you when it's ready.
01:15:58
◼
►
Yes. Because they have your phone. And I, you know, it's like, come back in about an hour and check
01:16:05
◼
►
in. And I'd come back and it's like, oh, it's almost ready. I think it'd be like 15 more
01:16:09
◼
►
minutes. So I just hopped on like a MacBook in the store and browse around and I'd see something and
01:16:14
◼
►
I would think I want to take a note to remember that and I'd go to get my phone out to note it.
01:16:19
◼
►
And I didn't have my phone. It's very strange. I mean, I only ever damaged one for a long time.
01:16:25
◼
►
and that was an iPhone 4S that got hit by fireworks
01:16:28
◼
►
on New Year's and it melted the oleophobic coating.
01:16:30
◼
►
And I made an appointment, took it in, they looked at it,
01:16:33
◼
►
they decided to capture it 'cause I don't think
01:16:35
◼
►
they'd ever seen that before.
01:16:36
◼
►
And then I got a very kind but stern lecture
01:16:38
◼
►
about taking better care of my belongings.
01:16:41
◼
►
- But they replaced it immediately and I used,
01:16:44
◼
►
I logged into iCloud and it downloaded all my stuff
01:16:47
◼
►
and I was good to go.
01:16:48
◼
►
And I thought that was like, that was the future for me.
01:16:50
◼
►
But then this year, so I, the slipperiest phone
01:16:54
◼
►
I've ever owned was a Nexus 4.
01:16:55
◼
►
And you could put that in the middle of a dining room table
01:16:57
◼
►
and it would fall to the floor within an hour.
01:17:00
◼
►
But I found the iPhone 8,
01:17:02
◼
►
because they have the same similar
01:17:03
◼
►
inductive charging plates on the back,
01:17:07
◼
►
is also much more slippery than I would have anticipated.
01:17:10
◼
►
And so I've broken two, like in the last two months.
01:17:14
◼
►
- Just like I broke one the first day I had it,
01:17:16
◼
►
I put it down on the table
01:17:17
◼
►
and I didn't realize it was slightly on the napkin.
01:17:19
◼
►
And it used the napkin as a slide
01:17:21
◼
►
and landed on a stone floor.
01:17:23
◼
►
And it didn't break the back, it broke the front.
01:17:26
◼
►
And then the other one, I was out and I got hit by somebody
01:17:31
◼
►
and it sent the phone flying and it fell down
01:17:34
◼
►
and broke the front.
01:17:35
◼
►
- You got punched by somebody or you got--
01:17:37
◼
►
- No, I think they were just walking by aggressively.
01:17:40
◼
►
Like I was sitting there talking
01:17:42
◼
►
and they just slammed into me and kept walking,
01:17:44
◼
►
which is, I was in the US, I wasn't in Canada.
01:17:47
◼
►
I don't know if there's a difference there,
01:17:48
◼
►
and the phone just fell down and also broke the front.
01:17:53
◼
►
It's iPhone 8 that's just there been my pain so far iPhone 10 has been fine knock wood
01:17:58
◼
►
But I find it and I will say this I my experience making an appointment at an Apple store is in especially in the last few
01:18:04
◼
►
Let's say four or five years excellent where they're ready for you almost on time the amount of time it takes
01:18:14
◼
►
Explain slash. Oh, I see. Yes, absolutely
01:18:17
◼
►
Whatever the issue is
01:18:21
◼
►
But I would say ideal, you know, I can't see how they would do better
01:18:24
◼
►
They did bury making a genius appointment
01:18:26
◼
►
Which I hate like it used to just be you go there you hit the genius button and you'd be gone and now you have
01:18:30
◼
►
To fight your way through three or four different layers of stuff before it lets you do that, which I dislike but hmm
01:18:35
◼
►
Interesting. I have it done. It's good. I wonder why they've done that probably
01:18:37
◼
►
Well, I think they wanted to get rid of people who just automatically make a yeah
01:18:41
◼
►
I mean for anything and they wanted you to go through sort of the steps to see if you really needed one
01:18:44
◼
►
Yeah, because I've noticed I haven't been there a lot
01:18:48
◼
►
I also have always been very lucky with non-Lemon Apple devices.
01:18:55
◼
►
I think I talked about it in the show years ago, but my son has the same model as me,
01:19:03
◼
►
a 2013 MacBook Pro 13-inch.
01:19:07
◼
►
And his had an issue where if he ever ran the battery down to zero and it auto shut
01:19:16
◼
►
down, it would never turn back on.
01:19:18
◼
►
There was nothing you can do to make it turn back on.
01:19:21
◼
►
And first, I was like, "Well, why don't do that?"
01:19:25
◼
►
It was like eventually—it happened one time and we got it to get back on somehow eventually.
01:19:31
◼
►
I forget what the deal was.
01:19:33
◼
►
And I was like, "Well, don't run it down."
01:19:34
◼
►
But then he would just do it again because he'd be like playing a game.
01:19:39
◼
►
And it was like that episode of Seinfeld where Kramer had a car where the engine—the gas
01:19:45
◼
►
light came on.
01:19:46
◼
►
And he was like, let's see how far we can go.
01:19:48
◼
►
It was sort of like a thrill seeking.
01:19:51
◼
►
But anyway, eventually we took it in, and they ran some tests.
01:19:53
◼
►
And it just would not turn on.
01:19:55
◼
►
It wouldn't take a charge.
01:19:56
◼
►
It was just inert.
01:19:58
◼
►
And it had to go away for repair.
01:19:59
◼
►
It was all as bad of a thing as you could have.
01:20:02
◼
►
It was like the logic board had to be replaced.
01:20:04
◼
►
It has to be sent away.
01:20:05
◼
►
It couldn't be done on premises.
01:20:06
◼
►
And the whole thing was fantastic.
01:20:08
◼
►
We were in the store for the briefest amount of time.
01:20:10
◼
►
It was obvious that something was wrong.
01:20:12
◼
►
They took it to the mysterious upstairs lab
01:20:16
◼
►
where somebody else confirmed, yes, this is not right.
01:20:19
◼
►
You sign out some forms, you sign your signature on an iPad,
01:20:23
◼
►
and two days later, they called me up
01:20:26
◼
►
and said the thing was back.
01:20:27
◼
►
- Yeah, no, it's terrific. - And it worked perfectly
01:20:32
◼
►
- Yeah, no, same experience.
01:20:33
◼
►
And I've had, before, I used to have work windows laptops,
01:20:36
◼
►
and we would pay for onsite service from Dell,
01:20:40
◼
►
but it was hideously expensive.
01:20:41
◼
►
And for the people who didn't have that, you never knew you were going to get your computer
01:20:45
◼
►
So, yeah, I don't get our friend at Business Insider.
01:20:51
◼
►
Is that what you said it was at, Business Insider?
01:20:54
◼
►
That's shocking that Business Insider—
01:20:55
◼
►
I'll find you the link.
01:20:56
◼
►
It's very shocking to me that Business Insider would run something sensationalized like that.
01:21:01
◼
►
I had a piece yesterday that a lot of people sent good things about, about these rumors
01:21:06
◼
►
of the iPhone X being produced for only one hour.
01:21:10
◼
►
It's a dud because of Ming Chi Kuo said people in China aren't buying the thing because all
01:21:20
◼
►
they want are big screens and they think the notch is using up too much space and they
01:21:24
◼
►
may only sell 18 million of them and stop production in summer.
01:21:28
◼
►
It's kind of funny how this really transmogrified and I wrote about it before it had even finished
01:21:34
◼
►
spreading where he writes this and Apple Insider does… The one thing about these Ming-Chi
01:21:40
◼
►
Kuo reports is they're not public. Presumably, they go to paid clients of his and then he
01:21:48
◼
►
seeds them to a very small handful of Mac rumor type publications like Apple Insider.
01:21:56
◼
►
Yeah, the KGI security subscribers get them.
01:21:58
◼
►
Yeah. I'm curious whether they go out before he sends them to Apple Insider and MacRumors.
01:22:09
◼
►
Because here's the thought I had yesterday as I was—and I don't typically do this,
01:22:12
◼
►
but I will take an aside here and just mention my long-time thing that I have a personal
01:22:20
◼
►
policy where I don't own any stock in individual companies other than Berkshire Hathaway, which
01:22:28
◼
►
which to me is more like an index fund. The only stock market investments I have are in
01:22:32
◼
►
index funds and I consider Berkshire Hathaway a sort of index fund. The only way I could
01:22:41
◼
►
possibly profit through Apple stock going up would be secondhand through the S&P 500
01:22:47
◼
►
going up, which to me is acceptable. I don't know. But anyway, that's my disclaimer.
01:22:55
◼
►
I don't own Apple stock.
01:22:56
◼
►
I have not owned Apple stock in many, many, many, many years.
01:23:00
◼
►
And even when I did, it was a ridiculously small amount.
01:23:03
◼
►
Anyway, I looked yesterday after all this happened, after the markets closed, and the
01:23:07
◼
►
market overall was up maybe like 2% and most of Apple's peers like Amazon and Google,
01:23:14
◼
►
I forget who else I looked at, were also up roughly 2% and Apple was down 2%, which 2%
01:23:22
◼
►
Up 2% down, that's the stock market.
01:23:25
◼
►
But at Apple's scale, that's literally billions of dollars of market cap.
01:23:31
◼
►
And I really can't help but think that the reason that Apple was down a bit on a day
01:23:35
◼
►
when the market was up a bit was that there were a whole bunch of stories about the iPhone
01:23:40
◼
►
10 being discontinued because it was unpopular.
01:23:44
◼
►
I mean, I don't think…
01:23:47
◼
►
There's this great interview from Jim Cramer from like 10 years ago where he starts off
01:23:51
◼
►
talking about BlackBerry but then finishes off talking about the iPhone.
01:23:54
◼
►
And he's like, this is how it works.
01:23:57
◼
►
I used to run a hedge fund and I know this and I don't think this is legal but you know
01:24:00
◼
►
if you've got to make your nut this is what you've got to do.
01:24:02
◼
►
And what you'll do is you'll start a rumor and you'll call somebody and you know who
01:24:05
◼
►
to call and you'll get them to say oh the Verizon is going to take a pass on the iPhone
01:24:09
◼
►
or the iPhone is going to be delayed and you start shorting and you start shorting.
01:24:12
◼
►
You get this guy to put a put on.
01:24:14
◼
►
You'll get him to call somebody else and you'll get him to say it and all of a sudden there'll
01:24:17
◼
►
be a run on it and you'll just move the market because that's how you got to get your money.
01:24:20
◼
►
That's how you got to get paid.
01:24:21
◼
►
That's what you've got to do to make every, you know.
01:24:23
◼
►
And he goes on to describe
01:24:25
◼
►
the entire market manipulation process
01:24:27
◼
►
of which the media is absolutely complicit
01:24:30
◼
►
because we've seen, there've been,
01:24:32
◼
►
in some years there are Wall Street Journal articles,
01:24:34
◼
►
not like no author name on them, no sourcing,
01:24:37
◼
►
that'll just say, Apple is gonna not have enough iPhones
01:24:40
◼
►
or they're not gonna have enough screens.
01:24:42
◼
►
And the market will react to those.
01:24:43
◼
►
And once in a while, those stories disappear
01:24:45
◼
►
but sometimes they're left up there.
01:24:48
◼
►
And it just seems like blatant manipulation
01:24:50
◼
►
because most of the time, the clients for these companies
01:24:53
◼
►
have been told days before,
01:24:54
◼
►
and they've done, like they've either shorted
01:24:56
◼
►
or they've bought, and then the media reaction
01:24:58
◼
►
moves the market, and it just feels like
01:25:00
◼
►
this is incredibly manipulative.
01:25:02
◼
►
- I really don't think it's a conspiracy.
01:25:06
◼
►
You have to be conspirationally minded to think that.
01:25:09
◼
►
I really do think that there is something to this,
01:25:11
◼
►
and you know, that's what makes me wonder--
01:25:14
◼
►
- It feels like pump and dump, like just basic pump and dump.
01:25:16
◼
►
- Well, that's what makes me wonder
01:25:17
◼
►
whether KGI Securities clients get these reports before they are leaked to the Apple press
01:25:26
◼
►
and can read between the lines of whether this is going to play as good news or bad
01:25:30
◼
►
news and make moves accordingly. That had never really occurred to me before as to whether
01:25:40
◼
►
he sends them to like MacRumors and AppleInsider at the same time or whether he sends them
01:25:44
◼
►
to them like a day later.
01:25:47
◼
►
But I don't think there's any doubt that he moves the market.
01:25:50
◼
►
He really does.
01:25:52
◼
►
I think at least he has his name on these things, but a lot of them, again, are completely
01:25:56
◼
►
– nobody knows who they are.
01:25:58
◼
►
And it's important to remember – and I just won't publish them because I am not
01:26:03
◼
►
their client.
01:26:04
◼
►
They have their clients.
01:26:05
◼
►
They are using me to achieve the ends of their clients and it is not my job to be used for
01:26:10
◼
►
their financial benefit.
01:26:13
◼
►
But anyway, I wrote about it and I think that if there is a kernel of truth here, and Ming-Chi
01:26:19
◼
►
Kuo obviously has some good sources in Foxconn at the very least, if not the whole Asian
01:26:24
◼
►
supply chain, but his sources at Foxconn have been pretty good in many ways, that I would
01:26:32
◼
►
interpret this as meaning that the iPhone X is going to be one of the phones like the
01:26:37
◼
►
the iPhone 5 like the original iPhone and the original iPhone that only are in production
01:26:44
◼
►
for one year. I forgot about the Apple Watch, but that's a good one where the original Apple
01:26:49
◼
►
Watch did not just slip down the pricing matrix to a second level. They actually replaced
01:26:58
◼
►
that with what they called the Series 1. We unofficially gave the original the nickname
01:27:06
◼
►
series zero. Yeah, I think that was Serenity Caldwell.
01:27:10
◼
►
Yeah, I think she did quite well. I do think she did. Thank you, Serenity. And I think
01:27:18
◼
►
that my completely conjectural—because Apple is—why they do things like this are like
01:27:25
◼
►
the holiest of holy secrets, and I think are only really ultimately known by the highest
01:27:31
◼
►
executive level. But I think it makes common sense to think that when they do something
01:27:35
◼
►
truly knew production-wise, like making the first ever watch or the first ever iPhone,
01:27:41
◼
►
that they learn things that they can subsequently even just in the course of 12 months do so
01:27:47
◼
►
much better that it no longer makes financial sense to keep making it.
01:27:53
◼
►
So the original iPhone was on sale for a year and as soon as the iPhone 3G was ready to
01:27:56
◼
►
go, the original iPhone was gone. There was no second, "Oh, you can save some money and
01:28:02
◼
►
get the year-old version, it was just gone. The only really new iPhone, truly radically
01:28:09
◼
►
new iPhone, in my opinion, that did stay for an extra year was the iPhone 4, which did
01:28:17
◼
►
two things production-wise that were totally new. It had the glass back with steel frame
01:28:23
◼
►
aluminum and it had a retina screen instead of a non-retina screen. And the irony that
01:28:29
◼
►
I pointed out was that it was also the one with the most notorious flaw, which was the
01:28:33
◼
►
attenuation issue. Like it was the, it was, of all the iPhones ever made, the one that
01:28:38
◼
►
stayed, it also stayed the longest as the top tier phone because it was the one that,
01:28:44
◼
►
it was the last one to ship at the end of June, early July. And a 4S was the first one
01:28:49
◼
►
that shifted to the fall. So.
01:28:50
◼
►
And it was way late in the fall.
01:28:52
◼
►
the most flawed iPhone and biggest PR debacle the company has ever faced was the flagship
01:29:02
◼
►
iPhone for the longest amount of time and then still remained in the lineup as the second
01:29:07
◼
►
cut iPhone for another year after that.
01:29:10
◼
►
So the thing that gets me is like I think, and I think this is true for a lot of rumors,
01:29:14
◼
►
is that, and Ming-Chi Kuo and other people, is that they get a little bit of information
01:29:19
◼
►
but then they spin a narrative around that information.
01:29:22
◼
►
And not all of them seem to understand Apple very well
01:29:24
◼
►
because the narratives don't often coincide
01:29:26
◼
►
with the way Apple actually does things.
01:29:27
◼
►
And then people conflate the information in their rumor
01:29:30
◼
►
with the context that's been invented
01:29:32
◼
►
to sort of tell a story about it.
01:29:34
◼
►
And then that just snowballs.
01:29:36
◼
►
And in this case, I think your iPhone 5 analogy
01:29:39
◼
►
is really apt because when the iPhone 5S came out,
01:29:41
◼
►
Apple doesn't really care if the phone looks alike.
01:29:44
◼
►
They had the iPhone 6 and 6S and 7 and 8
01:29:47
◼
►
all in the market at the same time.
01:29:48
◼
►
But with the iPhone 5C, the iPhone 5 was difficult to manufacture,
01:29:54
◼
►
and reducing it in cost would be problematic.
01:29:58
◼
►
But also, it wouldn't let Apple reach any newer different markets,
01:30:01
◼
►
where the iPhone 5C was cheaper to make.
01:30:03
◼
►
And it let Apple test the idea of a less expensive, more colorful,
01:30:06
◼
►
more fun iPhone.
01:30:07
◼
►
And here you have an iPhone X, which is expensive to make.
01:30:11
◼
►
It uses a scarce resource like OLED.
01:30:13
◼
►
And if Apple replaces that with an LED iPhone,
01:30:16
◼
►
They can save the OLED supply for the new flagships
01:30:19
◼
►
But also they can make it slightly bigger or do whatever they think they need to test out
01:30:23
◼
►
Like whether it is China or something else to test out a slightly different form factor. Yeah
01:30:27
◼
►
Well, the funny thing to me is how this that there's that old kids game whisper down the alley or whatever
01:30:36
◼
►
It's called where broken telephone broken telephone where it's kids line up in a row and you're supposed to whisper as quietly as possible
01:30:42
◼
►
Somebody starts with something and then that you know
01:30:45
◼
►
20 kids in a row. One kid whispers it to the next and you're split in good faith. You're supposed to
01:30:50
◼
►
try to whisper it to the next person as accurately as possible. I distinctly recall as a child
01:30:56
◼
►
purposefully mangling it in a humorous way. Don't invite John Gruber to your game of broken
01:31:05
◼
►
telephone. But even when kids try to do it, honestly, it is kind of funny how it comes out
01:31:11
◼
►
wrong at the end. And it's really this story in particular quickly got wrong where the
01:31:18
◼
►
original report for Ming-Chi Kuo is the fact he reported was that he thinks Apple might
01:31:27
◼
►
stop production of the iPhone X this summer in the lead up to the new phones, which I
01:31:35
◼
►
would fit exactly with what, you know, not that they would stop selling it. He's completely
01:31:40
◼
►
writing that at some point in July, Foxconn can stop making iPhone 10s and focus on iPhone
01:31:48
◼
►
11s or whatever we're going to call them.
01:31:53
◼
►
Apple will still have these iPhone 10s that had been made through July to sell through
01:31:58
◼
►
mid-September when they switch to the new product line where the iPhone 10 doesn't exist.
01:32:05
◼
►
That's what Ming-Chi Kuo wrote.
01:32:06
◼
►
That's what Apple Insider, I believe, accurately summarized, but I can't prove because I don't
01:32:13
◼
►
have Ming-Chi Kuo's report.
01:32:16
◼
►
It matched what MacRumors wrote, which I think means it's pretty consistent.
01:32:21
◼
►
It was then taken up by somebody at Newsweek who made it seem as though the iPhone was
01:32:29
◼
►
was being discontinued now and they'd stop selling it in the summer and we'd go, you
01:32:36
◼
►
know, like in the mid-summer there would be no more iPhone 10s to buy and that new iPhones
01:32:40
◼
►
wouldn't be ready yet because that's how badly the iPhone 10 was selling.
01:32:45
◼
►
So the only thing that makes more sense is to stop selling it.
01:32:48
◼
►
Right. And then it went – it got to the point where the just – the summary of the
01:32:51
◼
►
story was that Apple is right now in the midst of canceling the iPhone 10. And I – this
01:32:56
◼
►
is a true story.
01:32:57
◼
►
Yeah, Forbes was horrible about that too.
01:32:58
◼
►
You may not have seen it. I wrote this story on Daring Fireball right before we recorded
01:33:03
◼
►
and published it. There's a great contractor we've had working on and off in our house,
01:33:09
◼
►
a guy named Wayne. Really nice guy. Does good work. Sort of a technical enthusiast. One
01:33:14
◼
►
day he was here and he was doing work in my office. It probably doesn't really look like
01:33:25
◼
►
an Apple store because it's not very well organized. But it certainly looks like maybe
01:33:30
◼
►
I robbed an Apple store in terms of the number, especially a couple of months ago when I had
01:33:35
◼
►
boxes of multiple new iPhones out on my desk. And he's like, "What do you do?" And I told
01:33:43
◼
►
him. And he was kind of intrigued by it. He's sort of a gadget, a regular person gadget
01:33:49
◼
►
nerd. He was here today and it's like, "Ding-dong, here he is, the doorbell. Hey, how you doing,
01:33:57
◼
►
Wayne? Good to see you, John." Something about the Eagles being in the Super Bowl. Friendly
01:34:03
◼
►
chit-chat. Then he's like, "Hey, what the heck's the deal with this thing I saw yesterday
01:34:08
◼
►
where the iPhone X's been canceled? Is that legit?" I was just blown away. It could not
01:34:14
◼
►
be a more regular person and he's heard that Apple is canceling the iPhone 10. Crazy. It's
01:34:22
◼
►
absolutely insanity.
01:34:24
◼
►
I saw people on Reddit asking, "Well, Apple is canceling the phone. Are they going to
01:34:28
◼
►
take my phone away? Will they repay me?" This is how people react to those kinds of stories.
01:34:33
◼
►
They're not stupid. They just don't understand when they use headlines what it means to them
01:34:38
◼
►
and they start to panic.
01:34:39
◼
►
All right, it really is like the headline. You know, everybody talks about fake news and fake
01:34:45
◼
►
stories and truly out, you know, truly, you know, this nobody really lied here, although I would
01:34:52
◼
►
say there's some mendacity involved in I think, purposeful exaggeration, especially in the
01:34:58
◼
►
headlines. And I really cannot emphasize enough for people who don't think about this because you
01:35:03
◼
►
know, you're not in the business of writing headlines, but headlines have always been
01:35:07
◼
►
important even in the print world. And on magazines, they sell the magazines. So there's
01:35:14
◼
►
always the pre-digital equivalent of clickbait is salacious headlines on the magazines or
01:35:22
◼
►
a newspaper tabloid to sell copies. Like, "Oh, there's an exaggerated sensationalist
01:35:31
◼
►
If it bleeds, it leads. A man bites a dog, all that stuff.
01:35:34
◼
►
Right. But even then you're not a click away, right? Like even if the cover of the New York
01:35:39
◼
►
Post has you intrigued enough to say, "Oh, damn it. I'm buying a copy." You've still
01:35:43
◼
►
got to wait in line. You've got to reach in your pocket and get 50 cents out and hand
01:35:47
◼
►
it over. And you know you're buying, you're not just dipping your toes in. You're picking
01:35:52
◼
►
up a whole 85-page newspaper. You know what I mean? Whereas a click is always, you're
01:35:58
◼
►
just a click away. You could just touch it. Just touch, just touch, just tap here, tap
01:36:02
◼
►
this, tap this, tap this. Listen to this.
01:36:03
◼
►
the tabloids at the end of the supermarket line.
01:36:07
◼
►
Right. Except that you can't, you're just a towel. All you have to do is touch it. Just
01:36:10
◼
►
touch, just touch this spot. Touch this spot on the, you know, and your thumb is already
01:36:14
◼
►
just an inch away. Just move your thumb one inch and tap this and we'll explain this seemingly
01:36:20
◼
►
impossible headline away that the iPhone, you know, Mighty Apple Incorporated is canceling
01:36:29
◼
►
their supposedly best product ever made. But it seeds these, you know, I know meme, the
01:36:41
◼
►
word meme has sort of been co-opted to mean these graphical animated GIFs with headlines
01:36:49
◼
►
underneath. But going back to Richard Dawkins' original definition of just the way that an
01:36:53
◼
►
an idea can sort of spread through a culture. You know what I mean? It's not even like a
01:37:03
◼
►
story. It's not like there's, it's just that headline, just the notion of Apple has canceled
01:37:07
◼
►
the iPhone tent, which is preposterous. Yeah. And I also, I told, and I also thought it
01:37:16
◼
►
was interesting that my contractor friend Wayne, the way he posed it to me, he was like,
01:37:24
◼
►
"That's not right, is it?" He knew to be skeptical. You know what I mean? It wasn't like he was
01:37:28
◼
►
fooled. The problem isn't that people like Wayne have been tricked into thinking it's
01:37:36
◼
►
true that Apple canceled the phone. Because he's not dumb. He just isn't deeply involved
01:37:42
◼
►
this. It's just something he cares about tangentially. And because he's not dumb,
01:37:45
◼
►
because he's actually a smart, bright guy, he knew to be skeptical. But he just didn't understand
01:37:57
◼
►
how to square the two things. He knows this doesn't sound right, but that's what people are saying.
01:38:02
◼
►
That's the essence of FUD. It's fear, uncertainty, and doubt. They're fearful that it might be true,
01:38:06
◼
►
they're uncertain whether it is or true or not, and so start to doubt what they think is real.
01:38:10
◼
►
And it's a huge problem.
01:38:11
◼
►
I remember my mom once called me,
01:38:13
◼
►
she said I was watching BBC
01:38:14
◼
►
and they said that the iPhone had been hacked.
01:38:16
◼
►
And because like I do what I do,
01:38:18
◼
►
I knew what the story was.
01:38:19
◼
►
And it was if you, you know, if you went to a,
01:38:22
◼
►
if you jail broke your iPhone
01:38:24
◼
►
and you went to a specific Chinese cracked iPhone app store
01:38:27
◼
►
and you downloaded certain apps and you were a journalist,
01:38:29
◼
►
they were trying to target you with malware.
01:38:32
◼
►
And it had nothing to do with anything
01:38:34
◼
►
that would affect anyone else who was an Apple customer.
01:38:37
◼
►
But the BBC ran it as though the iPhone was hacked.
01:38:39
◼
►
And another major blog said that Apple's unblemished security
01:38:45
◼
►
record is now broken.
01:38:47
◼
►
It was never not broken, and it wasn't broken now.
01:38:50
◼
►
But this is a narrative that people are getting fed.
01:38:52
◼
►
And then people who are already worried about technology,
01:38:55
◼
►
who don't find it accessible, or who think it's scary,
01:38:58
◼
►
they're just made more afraid.
01:38:59
◼
►
And you're literally victimizing people
01:39:02
◼
►
who would benefit from the technology.
01:39:04
◼
►
Do you read--
01:39:05
◼
►
I've used it for years.
01:39:07
◼
►
many years, I don't even remember how long, but the website Techmeme, I don't know if it's because
01:39:13
◼
►
I thought of the word meme or not, but Techmeme is sort of an aggregator of nerd tech industry news.
01:39:21
◼
►
Gabe Rivera is the founder. I haven't seen Gabe in years, but I know Gabe a little bit.
01:39:27
◼
►
And the gist of it is if you've never been there, go to techmeme.org. I find it to be a terrific way
01:39:35
◼
►
to just get a snapshot of, hey, has anything big happened,
01:39:39
◼
►
especially like when I'm traveling,
01:39:41
◼
►
if there's a day when I'm busy
01:39:43
◼
►
and I haven't checked anything in a while,
01:39:45
◼
►
just quick look at tech meme
01:39:48
◼
►
and scroll down a bit from the top.
01:39:49
◼
►
And it's a good way to sanity check,
01:39:51
◼
►
have I missed anything big
01:39:52
◼
►
that I really need to know about during Fireball?
01:39:55
◼
►
Nope, or yes, look at that, wow.
01:39:58
◼
►
I need to take a break here and go look at it.
01:40:00
◼
►
And it ranks things,
01:40:03
◼
►
I don't know what quite the algorithm is,
01:40:05
◼
►
but anyway a couple of years ago tech memes switched from running the original publications headlines to
01:40:10
◼
►
rewriting them
01:40:12
◼
►
editorially good old-fashioned human
01:40:14
◼
►
Human writing
01:40:20
◼
►
And a lot of publications really got pissed off about that
01:40:24
◼
►
And made them verbose enough to tell you everything about the story in the headline, which they thought would limit click-through
01:40:32
◼
►
And you know oftentimes but but if you're if you're headlining if that's how much could be if that's how much it's news is in
01:40:40
◼
►
Your story really who's at fault there?
01:40:42
◼
►
Yeah, well if you're not adding value beyond the facts, then you know, it's not their fault the abuse of headlines
01:40:49
◼
►
I can't get off. I can't overstate
01:40:52
◼
►
Just how bad of a problem it is in my opinion
01:40:55
◼
►
You know and and tech meme goes to the opposite measure of actually rewriting them out of respect for the
01:41:02
◼
►
Visitors detect memes time and attention. Yeah, there's a great Twitter a clown. I forget the name of it
01:41:08
◼
►
I think it's called saved you a click. Yes
01:41:10
◼
►
It's so great and
01:41:15
◼
►
Like I saw one today where it was like it's often movie news
01:41:21
◼
►
but they just in other words, they'll take a totally salacious tweet or headline and
01:41:25
◼
►
Just quote it in a tweet and then tell you and usually in about five words
01:41:31
◼
►
What the story actually is saved you a click. Yeah, and it was one it was like the Russo brothers
01:41:43
◼
►
What's the movie with Scarlett Johansson where she sees a superhero
01:41:46
◼
►
The Black Widow or the Black Widow Black Widow movie the Black Widow movie and
01:41:52
◼
►
This this saved you a quick summary of the entire story was they're very excited to work on it
01:42:00
◼
►
Yeah, and you know, that's the whole story. Like what are they gonna do?
01:42:04
◼
►
Are they going to have a love-hate relationship with saved you click because in there are some writers who are really good and I want
01:42:09
◼
►
To go on that ride with them like they're teasing out a headline
01:42:12
◼
►
Telling you a phenomenal story and then they'll sing you at the end almost like a like an M Night
01:42:17
◼
►
Shall we have a Shyamalan movie at its finest and then it really could they just said Darth Vader's his father
01:42:21
◼
►
I'd be like, ah, damn it
01:42:22
◼
►
I wanted to go on that ride
01:42:23
◼
►
But there are a lot of cases where there really is nothing else and they do save me a clinic
01:42:27
◼
►
So you're saying that they're not quite they're not quite judicious enough in who they go after yes in terms of
01:42:32
◼
►
It's a really yeah, and yes, it depends on the quality of the writer
01:42:36
◼
►
But I think there are some writers out there that deserve to
01:42:38
◼
►
Let the experience of revealing what they want to say and there are others that are just trying to steal your attention
01:42:42
◼
►
And I think there's a line between the two
01:42:47
◼
►
Don't think we're gonna get to our your 2017 year in review
01:42:51
◼
►
But we could try to squeeze it in in the last few minutes to the show
01:42:54
◼
►
But in the meantime, I think our third and final sponsor of the week
01:42:59
◼
►
Look, you need to make a move. You need to make some kind of new project. You've got an idea
01:43:04
◼
►
You need a website. You should make that move with Squarespace
01:43:09
◼
►
You can make a beautiful website from Squarespace in just minutes
01:43:14
◼
►
You could do 30 minutes and you wouldn't just have a generic website from Squarespace. You could have your website from Squarespace
01:43:22
◼
►
Really, really beautiful, attractive design,
01:43:25
◼
►
all sorts of features, any kind of thing
01:43:27
◼
►
that you really wanna build,
01:43:28
◼
►
any kind of standard pattern for a website,
01:43:30
◼
►
like having a blog, hosting a podcast,
01:43:34
◼
►
hosting a store, putting up a gallery of your work
01:43:38
◼
►
or whatever it is you're trying to show off,
01:43:41
◼
►
you can do it at Squarespace.
01:43:43
◼
►
Or you can come by multiple things and have sections
01:43:45
◼
►
and have one section be your podcast and one be your blog
01:43:48
◼
►
and another place where you sell your t-shirts.
01:43:50
◼
►
I can't overstate just how comprehensive the Squarespace platform is.
01:43:58
◼
►
All visual, you do it right there in the browser, drag and drop, totally visual, WYSIWYG design,
01:44:05
◼
►
the way design is meant to be.
01:44:08
◼
►
But if you have the technical chops, if you know HTML and CSS and JavaScript and you want
01:44:12
◼
►
to get in there and mess with it at that level, you can certainly do it at that level too.
01:44:17
◼
►
You can do it at the technical level.
01:44:18
◼
►
You can do it at the visual level.
01:44:20
◼
►
Really great.
01:44:21
◼
►
You can do everything from registering your domain name to doing the design.
01:44:27
◼
►
All of the hosting, they take care of it.
01:44:29
◼
►
It's a really bulletproof, reliable platform, high performance, really fast website, and
01:44:35
◼
►
they have everything else you need too like analytics, meaning stats, and you can see
01:44:40
◼
►
how many people are coming to your site, where they're coming from, where they're going on
01:44:44
◼
►
your site, everything like that.
01:44:46
◼
►
They have it all. It's really great. I know you've heard me say this before. They sponsor
01:44:54
◼
►
the show all the time. They sponsored it for years. But the reason they keep coming back
01:44:58
◼
►
is that people who listen to this show keep signing up for new Squarespace accounts and
01:45:03
◼
►
telling them they came from here. So if you're in the market for a new website, I implore
01:45:09
◼
►
you to check out Squarespace. I really do recommend it personally and join the—I would
01:45:15
◼
►
love to know just how many people from the talk show have signed up for Squarespace over
01:45:19
◼
►
the years go there to Squarespace calm, just Squarespace calm, no special URL. What they
01:45:25
◼
►
do want you to remember is the offer code talk show just plain talk show. And you use
01:45:31
◼
►
that at checkout, you will get 10% off and you can pay for a whole year in advance. So
01:45:35
◼
►
you could pay 10 bucks, save 10% off an entire year all at once. So start your free trial
01:45:42
◼
►
today at Squarespace.com. You don't have to pay him a nickel. Once you're ready to go,
01:45:48
◼
►
just remember that code talk show and you'll save 10% off your first purchase Squarespace.
01:45:54
◼
►
So we've had extradition, I forget if it's two or three years in a row where you've come
01:45:57
◼
►
on at the end of the year and we've done like a year in review. And I ran out of time last
01:46:04
◼
►
last December, so we didn't do it. But here you are in the first episode of 2018. We could
01:46:08
◼
►
we could whip through it. Yeah, totally. I mean, not much happened, right?
01:46:15
◼
►
I don't have notes on this. What do you think? What's your high-level takeaway of
01:46:23
◼
►
the year that Apple had? The year of the industry?
01:46:26
◼
►
One of those years… I'm not sure if I prefer it or not, but it was one of those
01:46:30
◼
►
years where Apple didn't have a March event and we got used to having them again because
01:46:34
◼
►
'cause they had a series of events
01:46:35
◼
►
for like the 12-inch MacBook and Apple Watch
01:46:38
◼
►
and the iPhone SE and the,
01:46:40
◼
►
the close we got was the product red iPhone,
01:46:43
◼
►
which wasn't an event, it was just sort of pushed out there.
01:46:46
◼
►
But we waited till WWDC to have any sort of Apple,
01:46:50
◼
►
before Apple took the stage at all.
01:46:51
◼
►
And then when they did, we got like a plethora of things.
01:46:54
◼
►
We got all the Kaby Lake, the MacBook, the MacBook Pro,
01:46:58
◼
►
the iMac Pro was shown off, the HomePod was shown off.
01:47:04
◼
►
I don't know if people are wondering why it was showing off so early, why those parts
01:47:08
◼
►
were not so early, if they're going to ship in September, but they've done that in the
01:47:13
◼
►
And we got all the new operating systems, and it was just, it felt like we went so long
01:47:16
◼
►
without it, and then everything was just slammed onto us all at once.
01:47:21
◼
►
My high-level takeaway of 2017 is, I don't know if it's my primary interest in the company,
01:47:30
◼
►
but it certainly is, if it's not number one, it's very, very close.
01:47:33
◼
►
But it's probably number one and it's selfish and very selfishly.
01:47:39
◼
►
Everything I've done professionally in my life, other than the high school job I had
01:47:47
◼
►
stocking shelves in a supermarket/pharmacy and scraping gum off the tables of my school
01:47:56
◼
►
when I was in 10th grade during the summer and cutting the grass, I've done with a
01:48:02
◼
►
a computer. 99.999% of that work was on Apple computers. Not through luck, but through actually
01:48:17
◼
►
choosing what I do. I've spent, other than some internships in college, really spent
01:48:24
◼
►
very little time needing to use Windows professionally, and that was by choice.
01:48:31
◼
►
And I see 2017 as an interesting year for Apple as the maker of machines for creative
01:48:38
◼
►
professionals, where I do think that they dropped the ball on the latest MacBook Pros.
01:48:47
◼
►
There's just no question in my mind.
01:48:49
◼
►
There's certain aspects of them that are debatable like, "Hey, maybe they didn't need to make
01:48:55
◼
►
it any thinner. I wish it was the same thickness as before and just put more battery in there."
01:49:02
◼
►
Debatable. I could see why other people would say, "This is amazing. It's as thin and light
01:49:07
◼
►
as a MacBook Air, but it has a retina screen in its performance." But the keyboard is undeniably
01:49:13
◼
►
a step backward. It is failing for people. There's too many people who they're getting
01:49:20
◼
►
keys stuck. And that's just it. The keyboard has to be reliable. It absolutely has to be.
01:49:28
◼
►
And I like to get a Mac and use it until I feel like it's really problematic. So I've
01:49:33
◼
►
still got my recording right now using my 2013 MacBook Pro that I bought with a core
01:49:39
◼
►
i7 and maxed out the RAM at 16 and all big 1GB SSD. The thing still runs really, really
01:49:48
◼
►
well. So I wasn't in the market for a new one. But boy, ever since this report of the
01:49:52
◼
►
unreliable keyboards has broken out and really become well-known months ago, every time I'm
01:50:00
◼
►
traveling or otherwise using my MacBook Pro for work and I'm writing, and guess what?
01:50:06
◼
►
I write a lot. I keep thinking about how I've never had a MacBook or PowerBook or an iBook
01:50:13
◼
►
that had a keyboard that I didn't trust 100%. And how frustrating I would find it to have
01:50:20
◼
►
a keyboard that wasn't 100% reliable. Like 100%. 100%. I've had this machine now for
01:50:28
◼
►
over four years. I don't think I've ever once tried to type a letter on this keyboard
01:50:37
◼
►
and not had the key that I thought I was pressing register the key in the software I was typing.
01:50:45
◼
►
No, I'm sorry. I say 2013. I just checked. It's mid-2014, 2014. So it's a year and
01:50:51
◼
►
so is my son's, the lemon that was fixed. I misremembered. Good thing I went to the
01:50:57
◼
►
about box wouldn't want to get that wrong. So it's a three-year-old computer. But literally,
01:51:02
◼
►
however many keystrokes I've typed since sometime in the second half of 2014 when I
01:51:09
◼
►
bought it and it became my personal laptop, it is literally at 100% to my knowledge. I've
01:51:16
◼
►
never once tried to type a K and not had the K register or had the K stick or something
01:51:20
◼
►
like that. Anything less than that is unacceptable to me. So I really think they have a problem
01:51:26
◼
►
there with the keyboard. I also think that as the as we stand right now, I think that
01:51:32
◼
►
the touch bar is not good enough. I think there's way too many people who don't like
01:51:39
◼
►
it at all and way too few people who have good things to say about it. It's hard for
01:51:43
◼
►
me to judge because I only used it for like two weeks while reviewing them. And I was
01:51:47
◼
►
intrigued by it. But it still seemed like this is really cool idea. Let's wait and see
01:51:52
◼
►
how it shakes out in software.
01:51:54
◼
►
And it seems like the way it's shaken out
01:51:56
◼
►
is that people don't really care for it or love it.
01:52:00
◼
►
So I'm very similar to you in that I have that exact same
01:52:02
◼
►
MacBook Pro, like the 13-inch from 2014.
01:52:05
◼
►
And I loved it.
01:52:05
◼
►
It was probably my favorite computer
01:52:07
◼
►
because I vacillated between the MacBook Pro and the MacBook
01:52:10
◼
►
Air in terms of power and portability.
01:52:12
◼
►
And that one really felt like it had it all.
01:52:14
◼
►
But I'm different in that I've been using the 13-inch
01:52:16
◼
►
with Touch Bar since it came out,
01:52:18
◼
►
since the very first time it was available.
01:52:21
◼
►
And I have two thoughts about it.
01:52:23
◼
►
One is I vastly prefer the keyboard
01:52:25
◼
►
on the new MacBook Pro to the previous ones.
01:52:27
◼
►
But I know that not everybody thinks that.
01:52:30
◼
►
And Apple is the only manufacturer of MacBooks.
01:52:33
◼
►
So you cannot have a product that's divisive.
01:52:35
◼
►
You can have people who like one keyboard more
01:52:37
◼
►
than the other.
01:52:38
◼
►
But if you have a large portion of your customer base
01:52:40
◼
►
who actively hates that keyboard, that's a problem
01:52:43
◼
►
because they have nowhere else to go.
01:52:45
◼
►
And the failure thing is just not debatable.
01:52:47
◼
►
I have had keys fail on older MacBooks,
01:52:50
◼
►
but they were super easy to either clean or replace,
01:52:53
◼
►
like just trivial.
01:52:54
◼
►
And this one is absolutely not.
01:52:56
◼
►
This is an expensive repair.
01:52:57
◼
►
- Yeah, and let me just emphasize that.
01:52:59
◼
►
It's not that in my life I've never had a key go bad
01:53:01
◼
►
on any Apple laptop.
01:53:03
◼
►
I mean, I think I had a white,
01:53:05
◼
►
I know I had a white iBook, the 12-inch white iBook,
01:53:08
◼
►
and I think the keys got a little squishy,
01:53:09
◼
►
but they were fixable.
01:53:11
◼
►
I didn't have to go to a store.
01:53:12
◼
►
I could, you know, jimmy it with a pocket knife or something.
01:53:15
◼
►
I'm just saying, but I'm saying that the 100% record
01:53:17
◼
►
is with this particular MacBook Pro from mid-2014 that I fastidiously never eat food around,
01:53:27
◼
►
which my son does.
01:53:28
◼
►
I'm a filthy blogger, so I thought mine was just waiting to die.
01:53:32
◼
►
My son's keyboard is like Oscar the Grouch's keyboard. It's really kind of astounding.
01:53:40
◼
►
But you know what's funny though? It would drive me crazy. He's got keys that to me stick,
01:53:47
◼
►
But they don't stick stick.
01:53:49
◼
►
They just don't click right, but it actually works.
01:53:52
◼
►
If you just trust that what you think you're typing,
01:53:54
◼
►
you're typing and look at the screen, it actually works.
01:53:57
◼
►
Even though it feels, ugh, it makes me sick.
01:54:00
◼
►
But anyway, I love them.
01:54:02
◼
►
I think it's a problem.
01:54:04
◼
►
And I also think it's interesting on the flip side
01:54:07
◼
►
for professional work, you've got,
01:54:11
◼
►
it was a big, big year for iPad Pro.
01:54:16
◼
►
- But before we move on from the MacBook Pro,
01:54:17
◼
►
the one other thing that I wanted to say about this is,
01:54:20
◼
►
this is one of those things where data,
01:54:22
◼
►
you know, people talk about data a lot,
01:54:23
◼
►
but data is nothing without analysis.
01:54:25
◼
►
And Apple has a ton of data about what we buy.
01:54:28
◼
►
We literally vote with our wallets
01:54:30
◼
►
for everything that Apple does.
01:54:31
◼
►
And people don't buy desktops.
01:54:34
◼
►
When they do buy desktops, they buy iMacs,
01:54:36
◼
►
but they don't buy desktops, they buy MacBooks.
01:54:38
◼
►
And MacBook Air is super popular.
01:54:40
◼
►
And everything Apple is telling them,
01:54:41
◼
►
including the success of the iOS devices,
01:54:43
◼
►
is that the lighter and more mainstream
01:54:45
◼
►
make these products, the more they will sell.
01:54:47
◼
►
And despite people really not liking these MacBooks, they're incredibly popular.
01:54:52
◼
►
And you could say that there was a hunger or a thirst or there's no alternative, but
01:54:55
◼
►
it's also possible that Apple is making more mainstream MacBooks.
01:54:59
◼
►
But they did it at the expense of the pros instead of adding a product.
01:55:03
◼
►
It's great that they had the MacBook escape for people who didn't want everything else,
01:55:07
◼
►
but they didn't have a MacBook Pro Pro the way they have the iMac Pro that was sitting
01:55:10
◼
►
on top of the line that was there for the people who really wanted high memory, high
01:55:15
◼
►
power, high processing, and didn't give a crap if it had battery life or thinness at
01:55:19
◼
►
all. I think that missing product was… I think if they'd had that extra one on top,
01:55:24
◼
►
the way they had the extra one on the bottom, we wouldn't have seen anywhere near the
01:55:27
◼
►
negative sentiment we got.
01:55:28
◼
►
Yeah, I think that's a fantastic point. I wish I had put it in a note so I would have
01:55:33
◼
►
been sure to make it, but you made it well. But I think you're exactly right that they
01:55:36
◼
►
They should, in theory, there should be what the current thinner MacBook Pros are to the
01:55:50
◼
►
There should be like the 5K iMac.
01:55:53
◼
►
There should be something that is like the iMac Pro and/or Mac Pro.
01:56:01
◼
►
These are really MacBook Air Pros that we got.
01:56:04
◼
►
names matter, but I think if you put names aside, and I don't know what you'd call it,
01:56:12
◼
►
somebody that could come up with something, but there should be a thicker, heavier, more USB ports,
01:56:19
◼
►
pro things that... The pro word is so problematic, and I see so many columns and listen to so many
01:56:30
◼
►
podcasts where I get frustrated because it's like almost like if you took the word pro
01:56:36
◼
►
off the MacBook Pro, like you said, just call it like the new MacBook Air or just, you know,
01:56:43
◼
►
or if they just like iPhones just put the word MacBook on all of them, whether it was
01:56:48
◼
►
the MacBook One port, the MacBook Pro, whatever. I think you can easily get lost in the weeds
01:56:55
◼
►
by defining pro as professional and because different people who make their living on
01:57:03
◼
►
it in a professional sense do it in so many different ways. There are people who literally
01:57:08
◼
►
don't need any of the ports. There are people who can use it all day long and get terrific
01:57:13
◼
►
battery life with exactly the thinness and who really appreciate how much thinner it
01:57:17
◼
►
is and lighter to carry around.
01:57:21
◼
►
And there are people who are like, well, I would call new generation pros who they're
01:57:24
◼
►
they're entrepreneurs or they're doing, they're doing a running a business. And to them, they,
01:57:29
◼
►
they consider themselves pros the same way that people old school would be like designers
01:57:33
◼
►
or renderers or anything. And you also have the other end of the scale where you have
01:57:37
◼
►
people who almost see like Apple is taking fire from on high and giving it to the masses
01:57:41
◼
►
and how dare these people be pros. Only what I do is pro and there's assholes on both sides
01:57:45
◼
►
that argument, but in the middle is a bunch of people being underserved.
01:57:48
◼
►
Yeah, and I appreciate that frustration of, "Wow, they used to make a machine that had
01:57:55
◼
►
plenty of ports that I used, and now I can't get one unless I buy the old, you know, I
01:58:01
◼
►
can't get the new one with the ports that I use, and I'm stuck using these dongles."
01:58:06
◼
►
And I thought about it too, because I've always had to use dongles.
01:58:08
◼
►
I had to use DVI dongles and FireWire dongles and all sorts of things, but I realize a big
01:58:13
◼
►
difference here is that USB was never one of the choices they had to make.
01:58:17
◼
►
It was always the fringe stuff that I used dongles for like Thunderbolt or something
01:58:21
◼
►
and USB is something everybody needs. So now the dongle is everybody's problem and not
01:58:24
◼
►
just the nerd niche sort of problem.
01:58:27
◼
►
Yeah. It's, you know, I used to roll my eyes at people barking about SD card slots because
01:58:33
◼
►
I was shooting with a Canon and I had a CF card, so I needed the dongle anyway. And then
01:58:38
◼
►
I bought a Fuji X 100 S and I could just plug the SD card right into my Mac book. And it's
01:58:42
◼
►
like, hey, that's pretty cool. Like, yeah, I'm not angry that
01:58:47
◼
►
they don't have SD card slots on the new ones. But I'm kind of
01:58:50
◼
►
glad that I'm still using one that has one. Yeah. So anyway,
01:58:54
◼
►
it until you need it. Anyway, I do think you're right, though. I
01:58:57
◼
►
think I trust Apple to listen. I also know that, you know,
01:59:02
◼
►
there's an awful lot of people at Apple itself who use Mac
01:59:06
◼
►
books, including, you know, people like Tim Cook and Phil
01:59:09
◼
►
Schiller, who, if their keys get stuck, they're gonna, they might bring it up. Yeah. Yeah.
01:59:18
◼
►
And also their holes, all their engineers and all their software and hardware engineers
01:59:21
◼
►
use Mac books every day and they need them to work. I also think, and I'm kind of excited
01:59:26
◼
►
about it. I think that Apple could appreciate that, hey, we didn't hit it out of the park
01:59:32
◼
►
with the first touch bar. Not to call him out, but I think Marco Arment on the ATP had
01:59:45
◼
►
said his wish would be for Apple to say, "You know what? We tried it. It wasn't a good idea.
01:59:49
◼
►
We're next MacBook Pro. You can buy it fully spec. You don't have to get the lowest end one. You can
01:59:55
◼
►
get any of them without it." I would rather see Apple say, "You know what? It wasn't good enough.
02:00:00
◼
►
let's make it better.
02:00:02
◼
►
Let's do a 2.0 touch bar that people do want to give up
02:00:07
◼
►
the old style function keys for.
02:00:10
◼
►
Maybe with a hardware escape key.
02:00:14
◼
►
- No, but it's super interesting.
02:00:16
◼
►
- Which I don't think is a ridiculous idea,
02:00:17
◼
►
which I don't think is a ridiculous idea.
02:00:20
◼
►
To have a button on the top right for touch ID
02:00:23
◼
►
and an escape key on the left
02:00:24
◼
►
and just do the touch bar in the middle.
02:00:26
◼
►
- But that's the thing.
02:00:27
◼
►
So you could also, you could just call it the home button
02:00:28
◼
►
if you wanna make it super friendly for people.
02:00:29
◼
►
It doesn't really matter, but is touch ID long
02:00:32
◼
►
for this world?
02:00:33
◼
►
Like if we go to face ID, does that disappear?
02:00:35
◼
►
And that's the most compelling part about the touch bar.
02:00:37
◼
►
Like I use a touch bar as a shortcut
02:00:40
◼
►
because I can just swipe across Safari tabs faster
02:00:43
◼
►
than I can actually find the Safari tab I want
02:00:45
◼
►
with the keyboard.
02:00:46
◼
►
And there's all sorts of things that I can do
02:00:48
◼
►
that's just quick on it.
02:00:49
◼
►
But I use that touch ID thing all the time.
02:00:52
◼
►
- I did too.
02:00:52
◼
►
And it was the single thing I hated giving up
02:00:56
◼
►
from the review unit that I had.
02:00:58
◼
►
But I also think now, several months into the iPhone X lifestyle, that there's no doubt
02:01:03
◼
►
in my mind that the Touch ID is not long for this world.
02:01:08
◼
►
And on a MacBook in particular, it seems Face ID would be way more better than Touch ID
02:01:19
◼
►
than it even is on the phone, and I clearly think it's better on the phone.
02:01:22
◼
►
But in terms of getting an angle and working with being completely, I want to say ambidextrous,
02:01:32
◼
►
but not biased towards the right side on your right hand.
02:01:37
◼
►
I mean, Windows Hello works now without any of the technology Apple's applying to it.
02:01:41
◼
►
It would just be a fantastic product.
02:01:44
◼
►
And you've got some time when you open a MacBook, and there's some time there where Face ID
02:01:51
◼
►
already register you. Unlike the phone where you can make arguments about which is faster
02:01:57
◼
►
by the stopwatch, it should clearly be faster on a MacBook, opening it from a closed position.
02:02:03
◼
►
Anyway, so I think it's funny that to me the best part about the Touch Bar system on the
02:02:10
◼
►
current MacBook Pros is the Touch ID sensor, which I think is likely going away. I don't
02:02:16
◼
►
I don't know when.
02:02:19
◼
►
Anyway, I want to move on to the iPad side of things.
02:02:21
◼
►
And I think it was a very interesting year for the iPad
02:02:23
◼
►
Pro, because I think we saw the most serious attempt at making
02:02:31
◼
►
iPad running on-- or iOS running on iPads more like several
02:02:37
◼
►
steps closer to what would this be like if it was primarily
02:02:41
◼
►
for iPads and not secondarily for iPads.
02:02:43
◼
►
like an iPad OS rather than a vanilla iOS.
02:02:47
◼
►
- Right, and I liked all of the ideas.
02:02:50
◼
►
I liked the list of problems they were trying to solve.
02:02:55
◼
►
It all seemed, there wasn't any aspect of it
02:03:01
◼
►
that I would think, and I say this guardedly
02:03:05
◼
►
because I don't use an iPad Pro for a lot of work,
02:03:08
◼
►
so I'm judging it sort of as a tourist, but I liked it.
02:03:13
◼
►
and as a user interface critic.
02:03:15
◼
►
But then as time wore on and they settled in,
02:03:17
◼
►
I still think the biggest problem
02:03:19
◼
►
isn't that they didn't come up with good ideas,
02:03:21
◼
►
but that it still doesn't go nearly far enough.
02:03:24
◼
►
- In terms of things that I find so convenient
02:03:27
◼
►
and so quick and so easy to do
02:03:30
◼
►
almost without thinking about it on a Mac,
02:03:32
◼
►
which feel like I'm doing surgery on somebody with chopsticks
02:03:37
◼
►
when I do it on an iPad.
02:03:41
◼
►
- No, I ran into, I was working on iPad Pro.
02:03:45
◼
►
I used it when I traveled a lot
02:03:46
◼
►
and I was working on it the other day
02:03:47
◼
►
and I was trying to get the images off of Apple's newsroom
02:03:50
◼
►
and I couldn't just touch on it
02:03:52
◼
►
because it's got that over effect
02:03:54
◼
►
where it will give you the social sharing stuff.
02:03:57
◼
►
And then I tried to download it and it was a zip file
02:03:59
◼
►
and I could have opened an app to do it
02:04:00
◼
►
but I just realized that using Apple's default tools,
02:04:03
◼
►
I couldn't use Apple's default website.
02:04:05
◼
►
And I pulled out, I just got upset and I pulled out my Mac
02:04:07
◼
►
and I did it in three seconds.
02:04:09
◼
►
and those sort of problems that need to be solved.
02:04:13
◼
►
And as much as people talk about sort of adding
02:04:15
◼
►
parts of iOS to Mac, like touchscreen Macs,
02:04:17
◼
►
it's much more interesting to me
02:04:18
◼
►
to see Apple continue to bring up the iPad
02:04:22
◼
►
and consider things like,
02:04:23
◼
►
we've got basic trackpad support already,
02:04:25
◼
►
but what happens if they make the surface
02:04:27
◼
►
of the smart keyboard capacitive
02:04:29
◼
►
and you can move your fingers over that
02:04:31
◼
►
in lieu of a trackpad, for example,
02:04:33
◼
►
if you don't wanna touch the screen?
02:04:34
◼
►
I think there's a lot of ways they could take that further.
02:04:37
◼
►
Yeah, the precision mousing gets me.
02:04:41
◼
►
I have a long list of things that, if I use an iPad Pro
02:04:45
◼
►
for an extended period of time, eventually
02:04:48
◼
►
make me get itchy to go back to a Mac.
02:04:50
◼
►
And the lack of precision mousing, largely
02:04:53
◼
►
for text editing, is high on the list.
02:04:59
◼
►
So I really hope that this wasn't like Apple's, OK,
02:05:04
◼
►
You guys want some pro features in iOS for iPad here.
02:05:08
◼
►
Okay, now shut up.
02:05:10
◼
►
I really hope it was more of a first step
02:05:12
◼
►
in a multi-year process of doing,
02:05:15
◼
►
making significant strides in that regard.
02:05:17
◼
►
And I still feel like-- - I think it was like--
02:05:21
◼
►
- I also still feel like there are some aspects
02:05:24
◼
►
of that interface that are problematic.
02:05:26
◼
►
I've been suspicious all along of the lack of an indication
02:05:30
◼
►
of where keyboard focus is.
02:05:32
◼
►
You know, let's say you have two apps up, split screen.
02:05:35
◼
►
I kind of, I do like the tidiness of like
02:05:38
◼
►
split screen stuff on iPad,
02:05:40
◼
►
being like it's perfectly 50/50
02:05:43
◼
►
or perfectly two thirds, one third.
02:05:45
◼
►
And you know, and then I look at my Mac
02:05:48
◼
►
and I see this jumble of overlapping windows
02:05:50
◼
►
and there's a tidiness there that I like,
02:05:53
◼
►
but it's like, I cannot believe that in this interface,
02:05:57
◼
►
you have two apps up side by side.
02:05:59
◼
►
You could be typing in either one
02:06:00
◼
►
and you don't know which one you're typing in until you start typing.
02:06:03
◼
►
I find that crazy.
02:06:04
◼
►
We're going to go a waste of step.
02:06:06
◼
►
Yeah, no, absolutely.
02:06:09
◼
►
I think to me this was a second step.
02:06:10
◼
►
We saw iOS 9 take the first step when it introduced the split screen stuff, and they were working
02:06:15
◼
►
on drag and drop for a while and couldn't ship it in iOS 10.
02:06:17
◼
►
They shipped it in iOS 11.
02:06:19
◼
►
And again, they have a certain amount of resources, and they'll focus those on certain features,
02:06:24
◼
►
and maybe we'll get more with iOS 12, or maybe we'll have to wait, and it'll be every two
02:06:28
◼
►
We take a big step forward in iPad.
02:06:29
◼
►
But I think it's inevitable that we're going that way.
02:06:31
◼
►
I think there was a sort of a difference of opinion inside Apple as to whether iPad should
02:06:36
◼
►
be left as an incredibly approachable device for mainstream people or whether it should
02:06:41
◼
►
be allowed to be a more powerful machine for pros.
02:06:44
◼
►
And I think there was a second disagreement about whether it was just adopting Mac tropes
02:06:49
◼
►
or whether it was rethinking them.
02:06:50
◼
►
The way like drag and drop on iPad is not just porting over the Mac drag and drop.
02:06:55
◼
►
It was rethought.
02:06:56
◼
►
That's the side that's gaining traction, is that it should be allowed to be a pro,
02:07:00
◼
►
but we're not going to just make it a Mac.
02:07:02
◼
►
We're going to make technology evolve in a way that makes sense to iPad.
02:07:04
◼
►
Dave Asprey Can I tell you, I spent some time over the
02:07:07
◼
►
holidays using an iPad more, specifically for this reason, that I was taking a break
02:07:14
◼
►
from the podcast, doing less work, trying to have a holiday, a real holiday.
02:07:21
◼
►
It was a good device for that.
02:07:22
◼
►
I felt like I wanted to spend more time with it.
02:07:24
◼
►
But I'll tell you what, the drag and drop thing
02:07:26
◼
►
really gets me.
02:07:27
◼
►
Because let's say I want to tap on something in Safari,
02:07:31
◼
►
like a link, and I wanna copy it.
02:07:33
◼
►
And you used to just tap and hold,
02:07:34
◼
►
and you'd get a little pop-up, and then you'd tap Copy.
02:07:37
◼
►
And now you tap and hold, and it jumps up off
02:07:40
◼
►
so you can drag it, and you have to wait longer
02:07:43
◼
►
before I can copy.
02:07:44
◼
►
Whereas on a Mac, I would just Control-click
02:07:50
◼
►
or two-finger click on the link,
02:07:53
◼
►
depending on whether I was using a,
02:07:54
◼
►
and the copy, the menu of options to do on this link
02:08:00
◼
►
would be instantaneous.
02:08:02
◼
►
So the old way on the iPad was a little bit of a wait,
02:08:04
◼
►
which annoyed me from my wanted instantly Mac instincts.
02:08:08
◼
►
And the new way is an even longer wait.
02:08:11
◼
►
And it's one of the tricky things
02:08:13
◼
►
that I think people don't think about
02:08:16
◼
►
when they think in vague yada, yada, yada terms,
02:08:19
◼
►
I'll bet Apple's just gonna unify all this in one OS, right?
02:08:23
◼
►
and you don't think about things like if you just
02:08:28
◼
►
Tap your finger on the screen and move it. What happens does it scroll the view like in a Safari window or does it?
02:08:37
◼
►
select the text
02:08:40
◼
►
right, so when I click in a Safari window, I click and
02:08:44
◼
►
move my finger it selects text instantly no wait no modes just selects how do you
02:08:52
◼
►
do that on a touchscreen so that you could select text instantly or double
02:08:58
◼
►
click to select a word instantly but still allow you to touch instantly to
02:09:02
◼
►
an instantly begin scrolling it can only do one thing and I think it was a good
02:09:07
◼
►
decision a lot of collision it can only do one thing first I just don't think
02:09:11
◼
►
people think about that. And those delays, like waiting to get the copy menu, just to
02:09:15
◼
►
copy a link that's right here that I would have copied a whole second ago, right? I mean,
02:09:21
◼
►
but that second feels like forever.
02:09:23
◼
►
Well, there's like this weird mutation of Fitz's law that I find with pressure sensitivity.
02:09:28
◼
►
And Fitz's law, for people who aren't familiar with it, it's like the easiest way that you
02:09:32
◼
►
can get to an area on a GUI, like the throw distance. And for me, it's like, there's pressure.
02:09:38
◼
►
For Fitz's Law, it's like the harder press.
02:09:40
◼
►
The harder press is the easier one.
02:09:42
◼
►
If I have to stop and do fine manipulations, like that's why I hate floating capacitive
02:09:47
◼
►
screens, because it's just hard to float your finger without touching the screen.
02:09:50
◼
►
But it's easy to jab the screen, and when people aren't certain, I feel like they jab
02:09:54
◼
►
And then on an iPhone, you risk, like if you just want to make this stuff jiggle in the
02:09:56
◼
►
old interface, you would have to hold it and not press hard.
02:09:59
◼
►
If you pressed hard, you do 3D touch.
02:10:00
◼
►
That's not what I wanted.
02:10:01
◼
►
You let go, you do it again.
02:10:02
◼
►
Oh God, 3D touch again.
02:10:03
◼
►
And this is the same thing.
02:10:04
◼
►
I just want to copy this.
02:10:05
◼
►
Oh God, it's floating now.
02:10:06
◼
►
I want to I let go I'm floating it again
02:10:09
◼
►
And I just want to copy it and you'd start get frustrated with it
02:10:11
◼
►
And it's not like it's not like it's it's easy to do that fine control for everybody
02:10:16
◼
►
And it just it ends up feeling like this just over like that everything the whole system is overloaded. Yeah, I so I I
02:10:22
◼
►
Really do feel as a high-end, you know, where's Apple going what Apple did last year?
02:10:27
◼
►
I really feel like I I mean it's already too late if they haven't been doing it all along
02:10:31
◼
►
So it doesn't really matter if people that Apple are listening to us
02:10:34
◼
►
Like nothing's gonna happen between now and June if they haven't been working non-stop since last June on what iOS 12 could be on
02:10:41
◼
►
an iPad but boy I sure hope that
02:10:46
◼
►
engineers and designers at Apple spending as much time being frustrated by the things that are difficult on an iPad as I am
02:10:54
◼
►
And you know
02:10:56
◼
►
I think conversely I think boy the boy oh boy and one of the reasons that I'd eat as a
02:11:01
◼
►
Somebody who just loves the Mac hopes the Mac has a bright future for a decade or more to come
02:11:06
◼
►
Isn't really looking personally to switch to an iPad Pro
02:11:10
◼
►
But boy, the reason I really want it is boys. Are they nice hardware devices? Yes, really really like, you know for all the complaints
02:11:18
◼
►
We just ran through about pot, you know things people like or don't like or prefer don't prefer about
02:11:23
◼
►
the current MacBook lineup
02:11:27
◼
►
And then downright problems boy. Oh boy is the iPad hardware just amazing the display and and
02:11:34
◼
►
Being the first thing to have true tone and the lightweightness and the new speakers that are promotion
02:11:40
◼
►
Yeah, and promotion and I mean really leading the way in certain hardware
02:11:45
◼
►
regards above and beyond even the iPhone and the Mac
02:11:49
◼
►
You know that it arguably the best product a hardware product Apple ever has ever made
02:11:54
◼
►
It's really remarkable the a series processor in those makes the core M's in I don't know until doesn't call them core M's anymore
02:11:59
◼
►
But that's BS that it makes the core M's cry. Yeah, you can see them wanting to jump off the tables
02:12:04
◼
►
Well, do you you know on that point on that point? Have you seen the battery life that these new Microsoft machines?
02:12:10
◼
►
yeah, Windows machines running ARM processors are getting like that to me is the
02:12:18
◼
►
And hey, where the hell is, you know, something's got to give here.
02:12:22
◼
►
Like for all of the just internally looking at Apple's product speculation, and even if
02:12:27
◼
►
you only look at Apple's products, it sure seems as though Apple ought to be inching
02:12:32
◼
►
closer to releasing MacBooks that have A-series processors.
02:12:39
◼
►
Microsoft released these new surfaces.
02:12:40
◼
►
Or a clamshell iPad.
02:12:41
◼
►
Yeah, or a clamshell iPad, one or both, you know.
02:12:44
◼
►
I don't know.
02:12:47
◼
►
But the new Windows Surface machines running the full version of Windows, not like RT was
02:12:53
◼
►
when they first tried to arm, are getting like 20 hours of battery life.
02:12:57
◼
►
Yeah, yeah, big batteries in there.
02:12:59
◼
►
And people are out in the real world saying, "Yeah, I actually have been using this for
02:13:06
◼
►
three days nonstop and haven't plugged it in once, and I'm still not in the red."
02:13:11
◼
►
Like 20 hours, no joke, battery life.
02:13:14
◼
►
is no there is no Mac that gets that iPads don't get it either. But that's because of
02:13:20
◼
►
how lightweight they are. Apple could easily make an iPad that weighs as much as an iPad
02:13:24
◼
►
from a few years ago that gets 20 hours of battery life. That is battery in the keyboard.
02:13:31
◼
►
I mean, which is what some of them do. Right. You know, iPad, so I would say iPads, right
02:13:37
◼
►
now iPads and iPad pros get that amazing battery life, even if the number is 10 hours instead
02:13:42
◼
►
a 20. That's by design. At this point, given iPads, and now given these arm-based surfaces,
02:13:52
◼
►
there is no MacBook made that you can say gets good battery life. It's only good
02:13:59
◼
►
for Intel, the Intel world. It's no longer state of the art. And I think that's a problem.
02:14:05
◼
►
No, totally agreed.
02:14:09
◼
►
And I think like you said, I don't think the solution is going to come from Intel.
02:14:12
◼
►
I think the solution is that they've got to move to ARM.
02:14:15
◼
►
And if I mean, anecdotally, they've had ARM MacBooks or ARM clamshells running iOS or Mac OS
02:14:24
◼
►
ported to ARM for years, they just haven't pulled the trigger on them.
02:14:27
◼
►
Yeah, I mean, I think everybody after I think after the Intel transition a decade ago, I don't
02:14:34
◼
►
think I don't I don't think anybody is ever going to not believe that there are versions
02:14:41
◼
►
of everything Apple has running on everything Apple has right. Maybe there's not a blogger
02:14:46
◼
►
or podcaster can conjecture about it. Apple has the resources and money certainly to prototype
02:14:52
◼
►
and certainly clamshell iOS device. I can't believe they don't have it. Certainly Mac
02:14:57
◼
►
Mac OS compiling on arm 64. I can't believe that they don't
02:15:03
◼
►
have I'd be I'd be flabbergasted. The only thing I
02:15:06
◼
►
think that was actually public. There was a intern who did it and
02:15:09
◼
►
then he published the paper on porting at least a part of Mac OS
02:15:13
◼
►
to to the arm stack. The only thing I would question is I don't
02:15:18
◼
►
know, do they secretly have a version of iOS running on x 86?
02:15:23
◼
►
I don't think I don't know that they'd even waste time with it
02:15:25
◼
►
because I'm not sure that there's any, is there any scenario where they could see that being a
02:15:30
◼
►
thing? I don't think. Yeah, that would be seeding, that'd be going backwards almost from Apple's
02:15:37
◼
►
traditional desire to control their stack. I wonder though, I remember when I was at
02:15:42
◼
►
Barebone Software, and I forget which compiler was which, but they, it was like during, you know,
02:15:50
◼
►
earlier 2000, 2002. And I think BBEdit was still being compiled with CodeWarrior, but
02:16:01
◼
►
they got it running, compiling cleanly on GCC and Xcode too. One, thinking it was the
02:16:08
◼
►
right thing to do for the future. I could be getting this backwards, but there were
02:16:11
◼
►
at least two. It was a time when there were multiple compilers that professional Mac users
02:16:15
◼
►
could choose from. And bare bones had always kept BB edit running cleanly on both because
02:16:20
◼
►
it was just good practice for your source code. You know, that you don't want to get
02:16:24
◼
►
trapped into something like that, you know, and I think, you know, that was what the next
02:16:28
◼
►
crew did coming over, you know, where next was this portable operating system that ran
02:16:32
◼
►
on originally ran on the Motorola 68, oh, 40. And then they got it running on sun's
02:16:38
◼
►
spark or whatever the hell it was. And then they ported it to x 86. And they had this
02:16:43
◼
►
same source thing that could compile across all this. And then when they needed to port
02:16:46
◼
►
it to PowerPC, when Apple bought Next, it was that, you know, at least going through
02:16:51
◼
►
the source code and getting it to compile was an issue. So maybe they have iOS compiling
02:16:55
◼
►
on Intel just for that, but I doubt it.
02:16:58
◼
►
Maybe they have Apple x86, so there's AMD x86.
02:17:02
◼
►
They've experimented with that.
02:17:03
◼
►
Ooh, that would be neat. What else? Year in review. I feel like we've talked so much
02:17:09
◼
►
much about iPhone in the last few months that it's just a rehash of recent episodes, but
02:17:13
◼
►
I think that the iPhone is in a great place. I think iPhone X is a rousing success in every
02:17:21
◼
►
regard, hardware and software. I couldn't be happier with it, and I really think it's
02:17:29
◼
►
to me it's the best proof that Apple still has it, whatever it is, even if it's not there
02:17:33
◼
►
across the board in every product.
02:17:35
◼
►
Yeah, absolutely. I mean, it's just phenomenal hardware, really, really great software and
02:17:41
◼
►
services integration. And it's absolutely not perfect, but it's one of those things
02:17:45
◼
►
that it makes me feel like the future of phones. It's like when you saw that original iPhone,
02:17:50
◼
►
or you saw the iPhone 4, you go, "Oh yeah, I know what the next few years of iPhone are
02:17:54
◼
►
going to be." And this gives me this feeling like, yes, it's the first version of Face
02:17:59
◼
►
ID and the first version of OLED and all these things, but I'm excited because this is a
02:18:03
◼
►
whole new generation of iPhone again. And they absolutely nailed that from just the
02:18:07
◼
►
point of view of making that next generation product.
02:18:09
◼
►
Right. I feel like, you know, it's, you know, the oldest story in the world that Apple's
02:18:15
◼
►
key is that they do the hardware and the software. But I think it's interesting that, to me,
02:18:21
◼
►
the most important hardware on the Mac side is the MacBooks. Like you said, that's about
02:18:24
◼
►
that's what some people, that's the only thing they consider. Yeah. And so as cool as the
02:18:29
◼
►
iMac Pro is and it's really cool that they've made a really awesome Pro computer that's
02:18:34
◼
►
a desktop. I think it's a real problem that the hardware, the keyboard, and maybe some
02:18:39
◼
►
other things, or maybe just the fact like you said that there's not a wide enough lineup,
02:18:43
◼
►
that there isn't a "hey, here's more ports and a thicker one for pros of a certain need."
02:18:52
◼
►
So you've got the hardware problems on the MacBook. You've got the OS, which is just
02:18:58
◼
►
isn't truly thought through for productivity for the iPad. So you've got fantastic hardware,
02:19:06
◼
►
near-perfect hardware for what they're trying to do with software that still conceptually
02:19:10
◼
►
falls short. Then you've got the iPhone, which I think is really the epitome of Apple,
02:19:16
◼
►
where they've got super great hardware and a really good OS.
02:19:21
◼
►
Yeah, absolutely. iPad Pro, I mean, I think that was a good way to end the year. And like
02:19:28
◼
►
you said, it's obviously it's, you know, desktops are for a niche and the iPad Pro is for a
02:19:32
◼
►
niche within the niche. But boy is it, you know, Apple said, you know, it was interesting
02:19:37
◼
►
earlier in the year when they had a couple of us out there to say, look, Mac Pro, we're,
02:19:43
◼
►
we've got something, it'll be a while, we're gonna have an iMac Pro. We love the pro market,
02:19:48
◼
►
We hear you.
02:19:49
◼
►
We are the pro market here within the company.
02:19:51
◼
►
And it was great to hear that,
02:19:54
◼
►
but the proof is in the pudding.
02:19:57
◼
►
What's that saying?
02:19:58
◼
►
- Well, you need it.
02:19:59
◼
►
It's sort of like,
02:20:00
◼
►
some companies just have to make a hypercar.
02:20:01
◼
►
You have to have that Lamborghini, that Ferrari,
02:20:03
◼
►
that Veyron, that Bugatti on the top
02:20:07
◼
►
because it's aspirational.
02:20:08
◼
►
And the iMac Pro, it's not gonna have the market
02:20:11
◼
►
that the MacBooks have, but it doesn't need to.
02:20:13
◼
►
It just needs to be sitting there
02:20:14
◼
►
showing that Apple can make amazing hardware
02:20:16
◼
►
and making people interested in Mac.
02:20:18
◼
►
Maybe you won't go and buy that,
02:20:19
◼
►
but you're like Apple makes kick-ass computers.
02:20:22
◼
►
And if you don't think that, you start looking elsewhere.
02:20:24
◼
►
So it's important for the overall halo
02:20:26
◼
►
to have those machines.
02:20:27
◼
►
- There's a new Acura commercial I've seen
02:20:28
◼
►
over and over and over again during football games
02:20:30
◼
►
last few weeks that literally does that.
02:20:33
◼
►
It just starts with an NSX roaring
02:20:36
◼
►
around a racetrack corner.
02:20:38
◼
►
And they're talking about the technology
02:20:39
◼
►
that they've put into it.
02:20:40
◼
►
And then it turns into a Honda Accord
02:20:44
◼
►
or something like that, and then to a Honda Civic.
02:20:45
◼
►
I forget if they're all Acuras or if it's a mix, but somehow making the argument that
02:20:51
◼
►
the consumer family $23,000 or whatever in accord costs these days, I have no idea. A
02:21:01
◼
►
very typical top-selling family car benefits from the technology and advances that the
02:21:07
◼
►
NSX super race car has, even if there's no way in hell that a family of four is ever
02:21:15
◼
►
going to buy an Acura NSX.
02:21:18
◼
►
Yeah, totally.
02:21:19
◼
►
But you get the advantage of lower yields and higher price points, so you can experiment
02:21:23
◼
►
more and you can rush.
02:21:24
◼
►
You can shake out that technology and then it does filter down.
02:21:26
◼
►
Yeah, and I think that the excitement with the iPad or iMac Pro, you can tell I'm getting
02:21:31
◼
►
punchy from the length of the show that I'm mispronouncing.
02:21:34
◼
►
I'm using the wrong name for more things.
02:21:36
◼
►
The excitement of and the frustration before the iMac Pro actually shipped is not just
02:21:42
◼
►
that there are people like us who want that sort of race car computer from Apple and who
02:21:50
◼
►
used to buy them and still need them and want them.
02:21:53
◼
►
It's the knowledge that Apple's current state, their financial wherewithal, their custom
02:22:02
◼
►
chip making wherewithal is that if they set their minds to it, they could do a better
02:22:07
◼
►
job than ever before. Right? That's the first. It's not just that you want Apple to make
02:22:11
◼
►
a pro computer. It's that you know that if they really wanted to, they could do something
02:22:15
◼
►
that would be mind blowing like the iMac Pro, which has all of this performance and really,
02:22:22
◼
►
really struggles to work itself into enough of a lather to have the fans come on unless
02:22:28
◼
►
you open dragthingsaboutbox.com. I'm pretty sure dragthingsaboutbox is not a CPU or GPU
02:22:43
◼
►
stressor. I don't even think it's ready.
02:22:45
◼
►
No, I don't think he's put a YARK kit into that yet.
02:22:47
◼
►
No, but dragthing will do it. Anyway, that's my summary of the year. Anything else before
02:22:53
◼
►
we knock this off?
02:22:54
◼
►
No, I think that's spot on and I think it's gonna be interesting to see you know again people apples riches company world
02:23:01
◼
►
But they don't have infinite resources
02:23:02
◼
►
There's a limit to the amount of people who are willing to work in Cupertino for the amount of money that Apple pays
02:23:07
◼
►
Rather than the allure of startups and they can't focus those people on multiple products every product
02:23:12
◼
►
They focus on is a product that they can't focus on at the same time
02:23:15
◼
►
And that's why I think we get you know, if it's not our favorite product that's getting the attention we get super frustrated
02:23:19
◼
►
So it took them a lot to get the iMac Pro out and it meant we couldn't get a Mac Mini and we couldn't get
02:23:24
◼
►
a Mac Pro. But hopefully as those machines come out, you know…
02:23:28
◼
►
They can increase headcount and they have increased headcount, but it is…
02:23:31
◼
►
Yes. And money alone… and money alone can make
02:23:35
◼
►
salaries go higher, but money alone can't increase the number of A talent designers,
02:23:41
◼
►
engineers, people there are in the world, right? Like the Apple… one of the biggest
02:23:45
◼
►
constraints on Apple, it's always been, and it's a constraint on every company,
02:23:49
◼
►
But talent is an enormous constraint because there's only so much of it in the world.
02:23:55
◼
►
And Apple can't do what we want Apple to do without A-level talent.
02:24:01
◼
►
And I think some of the—
02:24:02
◼
►
And you have these problems because you can't—not everyone who's an A-level talent wants to
02:24:05
◼
►
work in Cupertino or at Apple.
02:24:07
◼
►
And also, once you scale it, you get a whole bunch of other—I think the biggest problem-facing
02:24:12
◼
►
Apple—and I wrote about this at the end of the year—is scaling.
02:24:14
◼
►
That it's hard to take a company that was built the way Apple was built with small teams
02:24:18
◼
►
that focus on solving specific problems and scale them across now four platforms and
02:24:23
◼
►
Podclines that include Mac and iPad and iPhone and Apple watch and air pods and everything else that Apple is doing
02:24:29
◼
►
And just adding people to that doesn't fix it in some ways. It makes it worse, you know one thing I've heard
02:24:35
◼
►
Is you know to go circle back an hour to there to why is
02:24:41
◼
►
Airplay too late. Yes that maybe it wasn't exactly the a team
02:24:46
◼
►
of that was working on AirPlay 2 and that's not because
02:24:50
◼
►
Apple wouldn't want to put the a team on AirPlay 2 but that
02:24:54
◼
►
if the entire a team is already working on
02:24:58
◼
►
Projects that are deemed essential there's you know, if the best you've got or that is the B team to put on AirPlay 2
02:25:05
◼
►
That's that's that's who gets it, you know, yeah
02:25:08
◼
►
Yeah, and you can't put the a team on everything again. Like you put them on iPhone if they're on iPhone
02:25:13
◼
►
that can't be working on iMac. It's one of those things.
02:25:19
◼
►
My thanks to our sponsors this week. Squarespace, well, let's do them in order. Let's keep them
02:25:27
◼
►
in order here. We've got Casper. You can buy an internet or buy a mattress on the internet.
02:25:35
◼
►
We've got Away. You can buy a suitcase on the internet. Now we've got Squarespace where
02:25:40
◼
►
can buy an internet on the internet. René, thank you. Everybody can follow René on Twitter
02:25:47
◼
►
at @RenéRichie. You can see his fine work at iMore.com on a daily basis. And for your
02:25:55
◼
►
listening pleasure, his rejuvenated vector where I've been a guest. I was a guest a few
02:26:01
◼
►
weeks ago with René Richie. So if you missed it, if you like listening to me and René
02:26:05
◼
►
talk, you can go look up the episode of Vector where we were joined by mutual friend Daniel
02:26:10
◼
►
Jalka. And where do you go? What's the best place to go to get information on the podcast?
02:26:16
◼
►
For the podcast, just vector.show. And for the column that goes with it, iamware.com/vector.
02:26:21
◼
►
Vector.show. That's a pretty good domain name. I love these fancy new domain names. Very
02:26:26
◼
►
cool. Very memorable. Anyway, go check out vector.show. I think people are going to like
02:26:30
◼
►
it. Renee is doing it on a daily basis, a weekday basis?
02:26:34
◼
►
Yeah, I do it like five days a week and I'm probably insane, but I'm trying to make it
02:26:39
◼
►
I think it's interesting. I thought it was nuts when I heard it, but it's not you know like this
02:26:43
◼
►
It's not two and a half hours. No at five days a week. It is a little bit more like it's tighter
02:26:50
◼
►
It's you know in a way that you know
02:26:53
◼
►
There have long been radio and TV shows that are five days a week and they're shorter and more focused
02:26:58
◼
►
And I think that's kind of a more super short. I think audio version of my column for accessibility
02:27:04
◼
►
So I think that's a really interesting thing to do with the podcast form and I think that a lot of the podcasts
02:27:11
◼
►
I listen to are in the form of my show or like an ATP
02:27:14
◼
►
whether once a week or once a week ish like mine, but long and
02:27:19
◼
►
I think filling the gaps in your what's up next and
02:27:23
◼
►
overcast with
02:27:25
◼
►
10 or 15 minute many things is a really really interesting way to play with the form. So I'm enjoying it. Oh
02:27:33
◼
►
Thank you very much. I do feel I feel almost feel like for as long as we've been doing podcasts
02:27:39
◼
►
There's been less play with the forum than we did with the early days of the web, you know
02:27:45
◼
►
Absolutely. So anyway, my thanks to you René. See you next year. Thank you