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49: Huge Engine of Money

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0:00:00*Music*

0:00:08From Relay FM, this is Upgrade, episode number 49.

0:00:13Today's show is brought to you by Hover, Simplified Domain Management, Stamps.com,

0:00:18Postage On Demand and GoToMeeting, where you can make it easy to meet with your team, wherever

0:00:23you need to, wherever you are.

0:00:27My name is Myke Hurley and I am joined by Mr. Jason Snell.

0:00:31Hi Myke.

0:00:32How you doing, sir?

0:00:34Pretty good.

0:00:35It's been a while.

0:00:36Yeah, welcome back from your little trip.

0:00:38Thank you.

0:00:39We, you know, we recorded a little early and now we're recording a little bit late and

0:00:42in between I was gone for 10 days and we drove so, so far.

0:00:49We drove about 2,000 miles, which as Federico Fatici demanded a translation that's about

0:00:553200 kilometers round-trip and that's also 0.011 light seconds for aliens out

0:01:05there listening so good to know and I wrote a little piece that we can link to

0:01:10in the show notes about navigating using Apple Maps that because I did use Apple

0:01:16Maps the whole way partially because Google Maps kind of doesn't work right

0:01:20on iOS 9. My phone is running iOS 9. And I noticed some features that may be new

0:01:26features or slightly different features, certainly not features I noticed before.

0:01:29And it, you know, that was, it was useful in going down. We went down some country

0:01:33roads and back roads in in Northern California and Oregon and Washington. But

0:01:38we went all the way up to Seattle, north of, just north of Seattle, I think

0:01:42was our northernmost point, and then back down. So a lot of car time,

0:01:46time, a lot of car trip time.

0:01:51What's the bing bong sound?

0:01:55So somebody says that this actually happens in iOS 8 when you're not in Apple Maps, although

0:02:00we were in Apple Maps and we heard it for a while and then it went away, which was as

0:02:03we approached the intersection when you need to turn, my phone would just go bing bong

0:02:07if you needed to turn left and bong bing if you needed to turn right, which I thought

0:02:12was really cool and less annoying than the voice and then it stopped binging

0:02:19and bonging and we never got that sound back couldn't figure out how to get that

0:02:23back didn't know why it was there perhaps it was a mistake perhaps it was

0:02:27a bug but it was I found it kind of pleasant to turn off the voice and still

0:02:31have a little sort of audible notification that we were about to turn

0:02:35so that was that yeah and there was there are a bunch of like warning heavy

0:02:39traffic ahead alerts and an offer to reroute and the iOS 9 contextual searches for things

0:02:45like you know restaurants or gas stations or whatever those are good.

0:02:52Sure beats the old method of sort of opening Apple Maps and typing restaurants and hoping

0:02:56for something which was never just never worked.

0:03:00That was actually much better.

0:03:02So that combined with Yelp helped us identify places to eat kind of along the way.

0:03:07I did have somebody said something snide on Twitter about, "Well, you're lucky to be alive

0:03:11after you used Apple Maps for that long."

0:03:14And you know, without getting on too much over a rant, I'm really getting tired of it.

0:03:21There's people just making jokes about Apple Maps.

0:03:23Apple Maps is bad in some places and good in other places.

0:03:26But the sense of...

0:03:28Like, I've heard from some Waze users who really love it, and my father-in-law really

0:03:31loves it.

0:03:32I don't like it.

0:03:33From them, I get this sort of like--

0:03:36they're diehards.

0:03:37They love Waze.

0:03:38They've integrated into their lives.

0:03:39It's great.

0:03:39It doesn't work for me.

0:03:40I don't like Waze, but that's fine.

0:03:43My father-in-law is kind of obsessed with it.

0:03:47But it's especially the people who are like, well,

0:03:49everybody knows Google Maps is great and Apple Maps is

0:03:51terrible, so you should never use Apple Maps

0:03:54because it's terrible.

0:03:55Well, first off, the map data varies widely.

0:03:59And I've said all along that I live in the Bay Area.

0:04:01Apple actually did a very good job with the map data in the Bay Area because they live

0:04:05here and I think that it's probably much, I've heard from people, it's much, much worse

0:04:09depending on where you are in the country and in the world.

0:04:12That said, I was also driving back roads in rural Oregon and Washington and it worked

0:04:18just fine.

0:04:19I have also had Google Maps lead me wrong within a mile of the Google campus, like really

0:04:24wrong.

0:04:25So like driving into somebody's driveway and it thought it was a restaurant, kind of wrong.

0:04:29So you know, your map quality may vary, but I will say I spent 2,000 miles basically with

0:04:38Apple Maps running, and it was in iOS 9, and it was pretty good.

0:04:45So you know, your mileage literally may vary.

0:04:51Let's do some follow up.

0:04:52Yeah.

0:04:53So, the first piece comes from Matt this week.

0:04:57Matt wrote in to say, "After listening to the latest episode of Upgrade, I recommend

0:05:02that you guys read 'Hatching Twitter' by Nick Bilton."

0:05:05It's got a lot of insiders, he got a lot of insiders to talk to him, and what Matt learned

0:05:10was a lot about what happened in the early days of Twitter that he did not know about,

0:05:16and said that he actually came out of it respecting Ev a lot and without so much respect for Jack.

0:05:23Have you read this book?

0:05:24I haven't read it.

0:05:25No, it's been one of those things in my mind,

0:05:28especially recently, as we've been talking about this stuff,

0:05:31but I just haven't gotten around to it yet.

0:05:34- All right, we'll put it on the list.

0:05:35- Yeah, I mean, you'd probably get through it quicker

0:05:38than I will if you say you're gonna put it on.

0:05:40- But I have so many books to read.

0:05:43I bought that Apple book that people recommended

0:05:48about the kind of like when jobs was gone time,

0:05:51and that's just sitting on a bookshelf.

0:05:53I have so many books to read.

0:05:55Plus, honestly, I don't relish reading books about the computer industry, non-fiction books

0:05:59about the computer industry, because I feel like my book time is...

0:06:02I like my book time to be my entertainment time and not my reading this for work time.

0:06:08And I read a lot of stuff on the web about computers and technology, but then to read

0:06:13books about the history of companies in the technology industry, it's a lot harder for

0:06:18me to gin up enough enthusiasm to do that.

0:06:21Sure.

0:06:22No, I get that.

0:06:23I totally get that.

0:06:24But just us both saying we'll put it on our lists,

0:06:27like even though my list has no books on it

0:06:29and your list has a ton of books on it,

0:06:32you're more likely to get to it before I do, I think.

0:06:34- Yeah, well that's probably true, but that's okay.

0:06:37- I might get an audiobook, maybe, we'll see.

0:06:39I'll think about it.

0:06:40We heard from a bunch of Tweetbot users

0:06:43and, you know, of others.

0:06:47- And others, so we talked about Twitter

0:06:48and we talked about the Twitter apps, you know,

0:06:51we have a nice note from listener Matt who said, different Matt, Matt2, Matt Beta. So

0:07:00Matt2 said he tried the iOS app from Twitter and said it was much better than he remembered

0:07:07it but I also saw like in my timeline today I saw Andy Bayo complaining about how slow

0:07:14the Twitter app was on his iPhone 5. You know, it's a problematic app and somebody else in

0:07:21Twitter timeline while I was on vacation so I don't even have the name said that

0:07:24that team has like 70 developers or something some ridiculous number of

0:07:28people developing the iOS app and maybe that's the problem is that they they it

0:07:37baffles me how bad Twitter's apps are and and and we talked about it quite a

0:07:41bit in the last show but yeah who knows I don't know what's going on there maybe

0:07:47with all the changes things will change we know that they just hired the

0:07:52developer of what some consider the best Android iOS or Android Twitter app to

0:07:59presumably work on the Android Twitter app but who knows we saw what happened

0:08:03with Tweety which was a great Mac Twitter app and iOS Twitter app.

0:08:07Yeah, Joaquim Vergé I'm gonna say he is the developer of Falcon which is by far

0:08:14and away the best of track for Android and has been for a long time.

0:08:18Yeah, there you go.

0:08:19He's been hired by Twitter.

0:08:20That could be good news, but I fear with their track record it's bad news that he'll disappear

0:08:24and nothing will happen and then in six months or a year he will leave being incredibly frustrated

0:08:30by whatever is bogging down.

0:08:33I don't know, politics, bad management, bad lack of vision.

0:08:37I don't know what's bogging it down.

0:08:39I also got a bunch of questions about why I think Twitter for Mac is bad.

0:08:45And I don't, the show isn't long enough for me to go into all the details.

0:08:49But I will say it crashes, it gets super slow and sluggish a lot of the time, it eats up

0:08:52disk space sometimes by saving just huge amounts of junk to a cache folder that doesn't need

0:08:58to be that huge.

0:09:01Clicking on a tweet will, I would say one time out of five will get you an action on

0:09:07the tweet above it or below it because it's just lost track of what tweet.

0:09:12That can be really awkward when you're trying to favorite something for later or retweet

0:09:15something or you're clicking to see a thread about a particular tweet and you get a thread

0:09:20about a tweet that was near it.

0:09:23It doesn't support the muting feature that they added.

0:09:25It doesn't support the quoted tweet format that they added.

0:09:29The list goes on.

0:09:30It's bad.

0:09:31And yet I use it because there are things in it that are great.

0:09:37And the reason that they're in there great and it's the notifications tab is the reason

0:09:41I use it.

0:09:42And the reason that it's only in that I use it and it's in there is because those aren't

0:09:45in the API for third parties to use.

0:09:47So I third parties cannot they can try to hack it but you know the Twitter app will

0:09:52show me when somebody favorites something when somebody retweets something.

0:09:55There's a lot of detail about what's happening on Twitter to the stuff that I am writing

0:10:00that I don't see unless I'm using the Twitter app.

0:10:03Does it do the like favorite a tweet you were mentioned in type stuff as well as on the

0:10:09iOS app?

0:10:10It doesn't do that.

0:10:12That's one of the many things that it doesn't yet do.

0:10:15The quoted tweet thing kills me now because that's the official way you quote a tweet

0:10:19in Twitter and it shows you the tweet that was quoted and Twitterrific on iOS has it

0:10:24and it's just not in the Mac app.

0:10:26I'm not sure if people are paying attention to the Mac app or not.

0:10:28Anyway, it's bad.

0:10:29Twitter for the Mac sounds a lot like using Tweetbot for iPad.

0:10:34Yeah, it's, yeah, yeah.

0:10:37And the thing is that the, um, I use Twitter on my Mac.

0:10:41I'm at my Mac a lot and I use Twitter on my Mac and there are no good options at this

0:10:46point.

0:10:47Twitter, the native Twitter app, the, the, the platform app is the best of a bad lot

0:10:53right now.

0:10:54I don't like Tweetbot for Mac.

0:10:55for Mac has not been updated in years and I don't really want to use the

0:10:59Twitter website. I'm not a fan of being forced into a web browser in order to

0:11:04use a social network. That's why I don't use Facebook very much is that I just

0:11:08don't go to Facebook and the idea of keeping a Twitter window open to the

0:11:13website in order to click around and see things it's just you know I like the

0:11:16keyboard shortcuts there's lots of reasons. Anyway so what a mess to

0:11:21restate the feedback we got and just say what a mess it's a mess I think that's

0:11:29enough on on Twitter follow-up for now we have more Twitter coming later about

0:11:33news because as we correctly predicted you the moment we talk about something

0:11:37and and save that episode for a few days then things start to happen we got we

0:11:45got a very nice piece of follow-up from a listener. Right, who will remain

0:11:53nameless. Yes, which is probably best in these kinds of scenarios. And they

0:12:00had something very nice to say and apparently they said that upgrade got

0:12:04them through a difficult time, which is a really nice thing to see. I think

0:12:07recently I think I've been kind of saying this kind of stuff on upgrade,

0:12:13sorry on analog this is upgrade hello Jason I have been getting a little bit

0:12:19jaded on certain parts of the internet as of late there are just some things

0:12:24that are grating on me a little and getting this kind of stuff it's very

0:12:28very nice to see to try and understand you have an impact on somebody's life

0:12:32and more than just an entertainment value but this person cited that my

0:12:37British accent my soothing British accent and Jason's vast knowledge and

0:12:43endless anecdotes which are actually I didn't realize but as soon as this person put it

0:12:47into context the two things that I love most about you in regards to this show.

0:12:51I like endless anecdotes can be read two ways by the way it can be read as a an endless

0:12:56stream of different anecdotes it can also be read as anecdotes that go on forever.

0:13:01I assumed the former for the listener and myself and and they said that those those

0:13:09things helped them get through a tough time and we are very sorry that the person went

0:13:14through that tough time and we're happy to have helped somehow.

0:13:17Yeah, that was very nice and I want to amplify your point which is there's a lot of, I have

0:13:24moments where I'm opening my web browser or like my email client or my Twitter app, whichever

0:13:31one I'm using that day, and I have a moment of like, well, let's see what nasty things

0:13:38somebody has sent or said, right? Like there's just like this feeling of like, well, let's

0:13:43wade in and you almost expect just the horrible negativity. And it's very nice. It's very

0:13:49easy to let negative things collect. And it's nice when you see something that's just a

0:13:56good story about a difficult situation, but it was a warm, fuzzy thing. So thank you to

0:14:02that listener.

0:14:03Yeah, I mean, there are, I get nice things said to me every day, as I'm sure you do too.

0:14:08Oh yeah, absolutely.

0:14:10But there's something that comes from a nice thing that's really out of the ordinary.

0:14:14Mm-hmm.

0:14:15And this was that.

0:14:16And this was that.

0:14:17For sure.

0:14:18Michael wrote in about obituaries.

0:14:21Obituaries!

0:14:22We'll put a link in the show notes to a nice New York Times story that I think, this is

0:14:26the one that I remember reading and couldn't come up with when we were talking about it,

0:14:30is about the pre-writing of stories, especially obituaries at the New York Times. So you can

0:14:37read more about it if you're interested in the subject of people writing these stories

0:14:42way ahead of time and the kind of euphemisms they use, like, you know, "We're updating

0:14:45your biographical information for our database." Yeah, we're writing your obituary. The other

0:14:54Another thing related to this was we got a nice thing, also from Michael, I believe,

0:15:01that was about - it was a good story and I didn't verify whether it's true, but I want

0:15:05it to be true so I'm just going to go with it.

0:15:09This part is true.

0:15:10The Mercury Music Prize was given out.

0:15:13It was given out to - well, I'm not going to spoil the story - it was given out.

0:15:19The BBC news announcer was reading the script, but when she got to the name of the winner

0:15:25of the Mercury Music Prize, instead of the actual name, it said "the XX," just sort of

0:15:32like as a placeholder.

0:15:35And so she sort of got flummoxed and apologized and said, "Well, they gave out the music prizes

0:15:39and moved on."

0:15:42And as Michael pointed out, had she been a little more clued up on her modern music,

0:15:45she would have realized that the prize winners that year were indeed indie pop band The XX.

0:15:50And that was the standard BBC News placeholder. Apparently, because we were talking about

0:15:56TK and other and heads and HED and DEC, D-E-K and things like that. So apparently this was

0:16:01like a conflict. I don't know if The XX is actually specifically named because of that

0:16:06phenomenon, or whether it was just a coincidence. But that's a funny moment where, you know,

0:16:12If you want really good publicity for your band or whatever in the news media, you might

0:16:21not want to call yourself like "Head TK" because that would be really confusing.

0:16:28We had some feedback in regards to Audition and Logic.

0:16:33Yeah, yeah, so we talked about this in the context of, we had I think a NASC upgrade

0:16:39about why Logic and not Audition.

0:16:44And one of the things I mentioned was, although I'm not opposed to the idea of subscription

0:16:49services for software, Logic was $200 and Adobe Audition was $20 a month.

0:16:55So very rapidly it would become much more expensive.

0:16:58And that that was something, if you're starting from zero, that would be something to take

0:17:01into account.

0:17:02Now somebody sent me a link, and again, I just was on vacation.

0:17:04Somebody sent me a link saying that you can still buy a standalone copy of Adobe Audition.

0:17:09I searched around and couldn't find out any information about that being true.

0:17:13If it is true, Adobe certainly doesn't want anybody to know about it.

0:17:15They want you to pay for Creative Cloud in order to get Audition.

0:17:20We did get a nice note from listener Brandon who said that that discussion of GarageBand

0:17:27and when do you switch to Logic and take the hit in terms of the learning curve is-- and

0:17:34comparing Logic to the other sound products that you could go to, audio editing, he's

0:17:38facing that with Aputure being dead and struggling to learn a new app that feels foreign and

0:17:44doesn't seem to offer anything significantly better than what he'd been productive in for

0:17:47so long. I'd say that's absolutely true. Aputure is going to work for a while so you could

0:17:51stay there, but this is the big difference, right? Like, if Logic was announced as being

0:17:56at the end of its life, I would start having that moment of like, "Well, pretty soon I'm

0:17:58going to have to switch and learn something new." Once you're using dead software for

0:18:03your livelihood. It's a very difficult situation and you have to you have to

0:18:07grapple with it as Brandon is doing now. I will say for people like Brandon who

0:18:13are used to using aperture I can't help with the learning curve. There are lots

0:18:17of great online training that can help with the learning curve but what I can

0:18:21say is the Adobe Creative Cloud photo bundle is by far the best deal that

0:18:26Adobe offers for $10 and I'm paying for this. For $10 a month you get

0:18:31Photoshop and Lightroom and I don't even use Lightroom and I consider $10 a month

0:18:39worth it for the latest version of Photoshop but you also get Lightroom

0:18:44it's the photography bundle and it's $10 a month it's actually a pretty great

0:18:47deal everything else they sell is much more expensive than that including

0:18:52audition all the other apps are sort of $20 per you can do I think it's 40 or 50

0:18:56dollars a month for everything in the in the suite but this bundle is a great

0:19:00deal at $10 a month so I will recommend that as something to try and but yeah

0:19:05learning curve after your software gets discontinued is awful and I feel for you

0:19:10Brandon I can't believe that Photoshop is only $10 a month I know right that

0:19:15doesn't seem right I feel like they missed off a zero yes they made a mistake

0:19:21I mean it is an annuity I mean you are you are paying $120 a year to Adobe for

0:19:28as long as you want to keep using Photoshop.

0:19:30But that one's worth it.

0:19:32If it was $20 a month,

0:19:33I would probably consider going elsewhere.

0:19:35But for $10 a month, I didn't even hesitate.

0:19:37I said, is Photoshop worth $120 a year?

0:19:40To me, given all the things I do with it,

0:19:42the answer was absolutely yes.

0:19:44And so that was not, it was not a problem.

0:19:47- I mean, I never use it.

0:19:48I mean, I have a version of Pixelmator

0:19:51that I bought a year or two ago that does the job for me

0:19:54because I find Photoshop to be too confusing

0:19:57too complex for what I need it for and I vary I'm probably open pixelmator a couple of times a year.

0:20:04Ah sure and I've got Acorn and I like it but I have been using Photoshop since like I was in

0:20:11college and it just it I I know all those tools I know how it works and so having it around

0:20:19and I what I discovered was that my retina iMac the the version of Photoshop that I have

0:20:24in a box doesn't support retina and that was the moment where I thought, "Okay, well, I'm

0:20:29gonna pay for it then.

0:20:30I'm gonna pay for the new version because it'll actually use the retina pixels on my

0:20:33display."

0:20:34And I haven't regretted it.

0:20:36You would be burning your eyes trying to look at the older version with that beautiful display.

0:20:43Indeed.

0:20:45Last piece of...

0:20:46This is actually the last piece of follow-up/the first piece of follow-out this week.

0:20:51week is the one year anniversary of Real AFM as Jason mentioned before the show

0:20:56which is also episode 50 of Upgrade and episode 100 of Clockwise which is...

0:21:01It's a big week. So beautiful. It is indeed a very big week and we are, me and Stephen,

0:21:06are going to be doing a live streamed Q&A at 1.15 p.m. Eastern Time on August

0:21:1418th which is our one year anniversary. We would love your questions for that Q&A

0:21:20you will be able to hashtag, use the hashtag #RelayQA and I'm putting a

0:21:26blog post in our show notes as well this week so you can see that.

0:21:31We will be offering it on demand I guess in our B-sides feed which I'll also

0:21:38put a link to in our show notes in case you've not seen it before. In that

0:21:42B-sides feed at the moment you will find the special where Jason and Steven spoke

0:21:46about space for about an hour. If you want to listen to that you should because

0:21:50it's fun. But we'll be taking some questions. We'd love it if you could

0:21:54contribute with any questions or anything you'd like to know about Real

0:21:58AFM as we celebrate our one year anniversary. And that is one of a few

0:22:02little things we have planned for next week to celebrate. Nice. So you can do

0:22:08that. Right, should we take our first break for this week's episode? I think

0:22:12That's a great idea.

0:22:13- Excellent.

0:22:14This week, this show is brought to you by our friends

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0:24:49- Yay.

0:24:52- So you mentioned Twitter, we spoke about Twitter.

0:24:55- Let's talk about Twitter more.

0:24:57- Because it ended up, we were very right

0:25:00in our feeling that we were right to cover this last week.

0:25:05- Oh man, we hit it at just the right time,

0:25:09as it turned out.

0:25:10We were worried our timing was off,

0:25:11but it turned out to be on.

0:25:13- Because I wanted to talk about them

0:25:14because there was a lot of interesting stuff going on,

0:25:17but I was concerned, as you heard from listening to Charles,

0:25:20I was concerned that by recording it in advance,

0:25:23some stuff might have happened.

0:25:24Some stuff has happened, but luckily,

0:25:26not really too much in the time

0:25:28that has been an issue for us.

0:25:29So we were talking about Jack and whether we thought Jack was the right move for CEO.

0:25:36Right, Jack Dorsey, co-founder of Twitter, CEO of Square, former CEO of Twitter.

0:25:44Yes.

0:25:45Just to set the table there.

0:25:47And he has expressed an interest and acting CEO of Twitter, right?

0:25:51He's the interim acting CEO of Twitter.

0:25:53He is I-CEO.

0:25:55Yeah, but somebody said, somebody within Twitter said,

0:25:58well we don't consider this to be a position that can be filled by somebody who is doing

0:26:02other things which was this code for like Jack you got to quit square if you want the

0:26:06job and Jack's response was something like well I'm not going to quit square and I do

0:26:11want the job I think. So the question was going to be well what happens now and we got

0:26:18some of that last week while I was in the car. So tell me what happened last week. Chris

0:26:23Sacker, who we also spoke about last week. We cited his post about about about what

0:26:28Twitter should do next strategically with its product. And who has been... people

0:26:33have suggested that this post may have been the reason that got Dick Costolo

0:26:41fired basically or was the reason Dick Costolo stepped down or whatever was the

0:26:45reason Twitter gave. Sacker issued a selection of tweets, the most important

0:26:52being that he believes that Jack should be CEO. Adam Bain, who is the current COO, I

0:27:02believe, should become president. And Ev Williams should become chairman of the board. That's

0:27:14his overall feeling. So you should have Jack as CEO, Adam Bain to president and COO, and

0:27:21Ev should become executive chairman of the board.

0:27:24This was Sakha's overall feeling.

0:27:26There's many tweets, I linked to her TechCrunch article

0:27:29that has links to them in there.

0:27:32But basically he thinks, like for whatever reason,

0:27:36Sakha believes that this is the right move.

0:27:39He thinks that Dorsey is the one with the product vision

0:27:43to be able to go in and do that again.

0:27:45And I just listened to the talk show with John Gruber

0:27:49and his guest Matthew Panzareno,

0:27:50when they talk about this as well.

0:27:51It's also a good listen if you are interested in this topic,

0:27:54which I hope you are

0:27:55because you're listening to us right now.

0:27:57(laughing)

0:27:58- That's right.

0:27:58That's right.

0:27:59If you're not interested in this topic,

0:28:00you should have forwarded to the next,

0:28:02well, we don't have chapter markers yet,

0:28:04but you should forward to the next bit about Google

0:28:09and not be here.

0:28:11So if you are interested,

0:28:13then you should probably read that article.

0:28:16- So when they're--

0:28:18- A little table of contents,

0:28:19index happening in the middle of the show there, indexing. It's not a vertical, really,

0:28:24it's more like a meta feature of the podcast where I appear in a future-- Myke, in a future

0:28:30beta what we'll do is there'll be a sound, there'll be like a ding sound or a bing bong

0:28:33perhaps, and then a German voice will appear because I just have decided it will be a German

0:28:39man, and he will say-- he will explain the structure of the rest of the show.

0:28:43- You are effectively the clippie of this podcast now, you know that, don't you?

0:28:47You appear to be doing a podcast.

0:28:50Can I help you with that?

0:28:51You appear to be in your first of two topics.

0:28:54Can I help you?

0:28:56So I think at this point, whether or not Jack is actually good for the role or the right

0:29:02person for the role, there is now a lot of public opinion swelling that he's at the right

0:29:07choice and Chris Sacker doing what he's done is now painting investor opinion.

0:29:15which is part of his game all along, I think.

0:29:17- Yep.

0:29:18Yes.

0:29:19What a great way of putting it.

0:29:21- But I will say, I think Saka is legitimately a believer

0:29:25in the power of Twitter and the potential of that company.

0:29:28And like we said on the last show,

0:29:30I really do believe that Jack Dorsey cares about Twitter

0:29:34and has some feelings about what Twitter could do better.

0:29:37And like I said, I don't know the personalities

0:29:39and I don't know the inside of how Twitter is working

0:29:42and how it's broken.

0:29:43So I can't say, I'm not gonna be one of those people that says,

0:29:46well, he should totally get the job because, you know, reasons,

0:29:49because, uh, it's way more complicated than that.

0:29:51There may be somebody who's a much better choice.

0:29:54Um, but what I would say is somebody who cares about Twitter needs to be in

0:29:58charge of Twitter, somebody who is willing to make big changes and fix what

0:30:03has been broken and get this company that's product has been really complacent

0:30:07for too long, uh, moving in some direction, um, somewhere and, you know,

0:30:12we might not all even like the direction it goes, but it needs to go somewhere because

0:30:16it just seems mired and has been mired for the last few years. And Jack Dorsey does seem

0:30:21to care about it. And so, you know, I would rather have somebody like Jack Dorsey than,

0:30:27you know, Dick Costolo. And, but he might not be the best choice, but he's definitely

0:30:32a high profile choice as the co-founder and as being, you know, mooted for the job by

0:30:36people who probably know better than we do about the details.

0:30:41So I think now that now this public opinion is swelling I think that Jack is the right

0:30:48person I think that part of it is people just like the beauty of the story.

0:30:53Well sure it's that Steve Jobs story right founder returns he was kind of kind of kicked

0:30:58out he's brought back in you know again all of us on the outside people who don't have

0:31:04inside knowledge of Jack of Twitter of the what you know what happened when Dick Costolo

0:31:09was there, what's going on with the product, all of these product people left. That's the

0:31:14other thing that happened after we recorded that episode is that even when we recorded

0:31:19it I know at least one product person had left but then it was reported that like three

0:31:23more product people at Twitter had left that week. It was like this exodus of people from

0:31:29Twitter and so you know something needs to happen but we don't know unless you're one

0:31:35of the people who knows the inside, it's all just a guess. You know, it's, it's, none of

0:31:40us really know unless you're on the inside.

0:31:45I think that just what is, I think, clear at the moment, to me anyway, is that whether

0:31:52Dorsey is the right man to solve the problems, I think he is the right man to be there to,

0:32:02or the right person, I should say,

0:32:04he's the right person now to be there

0:32:07to help do a public image reset from Costolo's time.

0:32:12And we talk about Costolo in bad terms,

0:32:18neither of us really know how much control he had.

0:32:22However, it was under his time that things went really bad.

0:32:26But the best we can do is just be like,

0:32:29Well, he may have been who was put in place

0:32:34to be the person at the time.

0:32:35He may have never been the right person or the wrong person

0:32:38and that may not have been his fault decision

0:32:41or anything like that.

0:32:42However, that all we know is what we can see

0:32:45and all we could see was that the product became worse

0:32:48during the time that he was CEO.

0:32:50- Yeah, yeah.

0:32:51And that it, that they seem to miss a lot of opportunities

0:32:55and kind of lose their way

0:32:57in terms of what they were doing, that they made some tough decisions early on that were

0:33:03unpopular but could have been mitigated by having results from those decisions, and a

0:33:09lot of those results never seemed to come.

0:33:12And yeah, but we -- right, we don't know.

0:33:14What we do know is the outcome, right?

0:33:16We know what Twitter has not done over the last few years.

0:33:21That much is clear.

0:33:22That, you know, it's pretty clear that they've missed a lot of opportunities the last few

0:33:27years. So something else that happened really interestingly I think yesterday

0:33:32as we record this on Monday the... It's Tuesday. Oh it happened on Monday the

0:33:3910th. Yeah when we should have been recording but weren't. So Dorsey spent

0:33:45$875,000 to buy 31,000 shares in Twitter and he sent out a tweet which was had a

0:33:53a picture or had a link to his SEC filing and the tweet just said investing

0:33:59in Twitter's future. So he bought a massive chunk of stock. Now he already

0:34:05owns a massive chunk of stock anyway and this is actually a small amount compared

0:34:11to the overall amount of stock that he owns already but this came at a time

0:34:18where over the last, he owns 22 million shares and he bought another 31,000 so

0:34:26yeah not huge. It's symbolic. But it's exactly it. It was the symbol because

0:34:33over the last couple of weeks since the earnings call Twitter's stock has just

0:34:39been tumbling and they are now below IPO level. I think they IPO'd at $40 a

0:34:49share something like that and now they're at like they're in the mid to

0:34:55high 20s region at the moment and so this is kind of there have been a lot of

0:35:02people talking this week who's gonna buy them. A lot of people have been pointing

0:35:06at Google and we'll talk about that in a minute but lots of people have been

0:35:11trying, have been eyeing up potential companies to buy Twitter so I think that

0:35:16what Dorsey is trying to show here is that he believes in the company and

0:35:21wants the company to remain so he's putting his money where where his mouth

0:35:24is. Yeah that's the symbolism of it is that companies that are going that are

0:35:31falling apart people are selling their shares so they can get they can cash out

0:35:34before it all falls apart.

0:35:36And he's sending a signal like,

0:35:37"I'm investing in Twitter's future."

0:35:39It does feel like he's also sending a signal saying,

0:35:41"I wanna be a part of Twitter's future."

0:35:43Right?

0:35:44- Oh, 100%.

0:35:44Yeah, this is as much a PR move for Jack as a CEO,

0:35:49as it is him believing in it.

0:35:54Like I think you can hold those two things as exclusive,

0:35:58but they are mutually exclusive.

0:36:00Like they are, these are things

0:36:02that he believes both of these, in my opinion. It is a PR move to try and show that he's

0:36:08the right visionary for the role, but also he is genuinely saying that he believes in

0:36:14it and wants it to stick around.

0:36:17Yeah. Yeah, I guess we'll see what happens. Something is happening at Twitter, right?

0:36:22Change is happening at Twitter. It's happening right now. We've seen it. There may be jockeying

0:36:27for position, it may not be exactly what we expect, but we know, and with those departures

0:36:35too, we know that there's a lot of change happening there. And I gotta say, again, as

0:36:40an outsider, I think it's good because it's change. Because what Twitter has been doing

0:36:46has not been working. So change it up, you know, and hopefully they will make good decisions

0:36:51and they will change it in good ways, but they gotta change it.

0:36:55Yeah, I think that this is the...

0:36:59I continue that I think that Dorsey's the right person because I think that they need

0:37:05a CEO that has a name to them.

0:37:11Promoting another type like Costolo who is not known to the wider community is probably

0:37:18a bad move, especially when now they need to be able to attract talent to head up some

0:37:24of their C-level positions, I guess.

0:37:26Yeah, it's a major platform company and the job of the CEO isn't just to be, you know,

0:37:33isn't to be the strategist in some ways.

0:37:35The job is to build a team that can execute on the strategy and formulate the strategy

0:37:40and you know, that's a job, that's a big job and so I don't feel like you need somebody

0:37:46big because of PR reasons because it needs to be recognizable and send a message to the

0:37:49shareholders.

0:37:50may be true too. I think the big thing is you need somebody who is of a stature in Silicon

0:37:58Valley that they are going to be able to build a team and recruit people and get a really

0:38:03good team in place and energize the people who are already there and they need to know

0:38:08the landscape. So I think that's the most important thing is if you've got somebody

0:38:11who nobody ever heard of, that's the danger there is that this is the captain of the ship

0:38:17and you need somebody like when Yahoo hired Marissa Mayer, right? I mean, you want somebody

0:38:22that people know and who's worked with lots of good people all over the industry and that's

0:38:29what you want in a job of a CEO of a company as important as Twitter.

0:38:33Should we take a break? I think that's a good idea.

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0:41:26Hooray. So alphabet,

0:41:31This was one of the most surprising tech news stories I've ever seen, I think.

0:41:39Basically, okay, so people are saying Google renamed themselves to Alphabet yesterday,

0:41:47which isn't technically what they did.

0:41:51They created New Google, which is run by a company called Alphabet.

0:41:57Google. This is gonna get real complicated real fast. Okay yeah I will

0:42:03refer to from here on out we will refer to it as old Google and new Google. Okay.

0:42:08So old Google no longer exists. Now old Google was a company which owned all of

0:42:16the things that you know of as Google. Search, apps, owns Android, YouTube, Nest

0:42:24all of those things, that company's gone away.

0:42:28What stands in its place is Alphabet.

0:42:30Alphabet owns the new Google,

0:42:33which is now going to be run by new CEO Sundar Pichai,

0:42:38which we'll get to in a minute.

0:42:39Alphabet itself is going to be run by CEO Sergey Brin

0:42:44and Larry Page as president.

0:42:48And Alphabet is a collection of companies,

0:42:51the largest of which is the new Google.

0:42:53So for example--

0:42:55This is a separation of sort of like Larry and Sergey's

0:42:58big playground, which is Google.

0:43:01And now what we've got is Larry and Sergey's big playground

0:43:04is Alphabet.

0:43:05And one of the things in the playground is Google.

0:43:08What a great way of putting it.

0:43:09Right?

0:43:10Because we've always heard about Larry and Sergey are like,

0:43:13oh, we've got big ideas and crazy things that we're

0:43:15going to do.

0:43:15And we're going to buy this, and we're going to integrate that,

0:43:17and we're going to invest in this.

0:43:19And then there was like the Google

0:43:20that is search engine and Android.

0:43:22And what this does that I really like is separate those.

0:43:26So they're not like independent of each other.

0:43:30The playground, Google's in the playground,

0:43:32but like we no longer have this concept

0:43:34where there's like, there's Google

0:43:35and then there's like the Googly part of Google.

0:43:39Now we have Alphabet

0:43:40and then Google is one of the things in Alphabet.

0:43:43- Yep, so for example, Sundar Pichai,

0:43:45who is the CEO of the new Google,

0:43:47will, he will actually report into the CEO of Alphabet,

0:43:52which is bright, which is weird for a CEO to report to someone.

0:43:56Well, I mean, CEOs report to the board, right?

0:43:59I mean, yeah.

0:44:00And so in this case, they're--

0:44:01and they're actually my president of--

0:44:04back at IDG, reported to the CEO of the parent company.

0:44:08This is a--

0:44:09I mean, that's how it works.

0:44:10These are like divisions.

0:44:12These are wholly owned and operated companies

0:44:16within a portfolio.

0:44:17And so that's the structure, which is-- actually,

0:44:18it's kind of nice, right?

0:44:19Sundar is the, you know, is the CEO of Google and needs to make the decisions about what Google

0:44:25does and Google is a very clearly like, this is your territory, you run this and then the big boss

0:44:31instead of having a board, they may have a board but I, you know, basically the the they answer to

0:44:35Larry and Sergey, which is that that's good. I think that's clear. There is still some weirdness

0:44:43though in what is part of the new Google? Yeah. So like some of the stuff they took

0:44:49out so they took out Nest which why now when you look back you can see why they

0:44:56didn't rename some of the companies they bought more recently. Yeah well Nest yeah

0:45:01I feel like that was always their intent was not to subsume it into Google and

0:45:05they wanted Nest and the Nest brand to continue and they wanted their home

0:45:08efforts to be around Nest and there was always that confusion I think we talked

0:45:12about it during the Google I/O keynote aftermath was this confusion about the home networking

0:45:21stuff that Google is putting forth that's going to be a part of Android and then what

0:45:24the Nest home networking program is. Are they the same? Are they not the same? Why would

0:45:31they not be the same? That one makes a lot of sense. I think actually it will be great

0:45:37for Nest because then Tony Fidell runs Nest. And he reports to Larry and Sergey. He has

0:45:44nothing to do with Sundar, and he can make his own way, and he can start counteracting

0:45:52the complaints from people saying, "Why would I want to buy home products from Google, and

0:45:59they're going to take all my information and feed them into Google?" Because now he can

0:46:02say, "Nope, that's not our business. That's not why we're here. We don't give any of that

0:46:05to Google, that's not our company. And that's good. That's like that's that and

0:46:10that may have been true before but it's clearer now that Nest is Nest and not

0:46:15Google. But then parts like the Google Ventures and Google Capital are now just

0:46:21ventures and capital. They're gonna be part of Alphabet. X, Google X is now X

0:46:26Labs. Right, which is the crazy, that's the crazy far-out stuff you know robots and

0:46:32and self-driving cars and things like that.

0:46:35- And then Google Fiber is now just Alphabet Fiber

0:46:40or just Fiber?

0:46:41- I think that's one of the questions is,

0:46:42are these gonna be rebranded?

0:46:43Is Google Ventures gonna become Alphabet Ventures

0:46:46or is it just going to be Google Ventures

0:46:47and it's not part of Google, it's Google Ventures

0:46:51and it's a different thing.

0:46:51I think there's some questions over time.

0:46:53- That'd be madness if they did that.

0:46:55- Well, I think, yeah, I think it would be much better

0:46:58if it was Alphabet Ventures, Alphabet Capital

0:47:00and we started thinking of Alphabet as the thing

0:47:02But they, you know, Larry and Sergey have said, you know, that Alphabet is not necessarily

0:47:06a consumer-facing brand.

0:47:07If that's true, maybe Google Ventures will come up with its own name, you know, that's

0:47:12not Google Ventures, that's some other, you know, indecipherable Silicon Valley venture

0:47:18capital company name.

0:47:20I don't know.

0:47:22That part I don't know.

0:47:23Yeah.

0:47:24And so...

0:47:25Have you ever had the Alphabet fiber cereal?

0:47:29It's not very good.

0:47:31Never heard of it.

0:47:32alphabet fiber? I've had alphabeti spaghetti. It's not real, I just made it up but it sounds

0:47:35like cereal. It's very high in fiber, it's brand, but shaped in the shape of letters.

0:47:42Alphabet fiber. Or just alphabeti spaghetti. Okay. If it's whole grain, then it would be

0:47:47alphabet fiber. Spaghetti. So, YouTube and Android are remaining part of Google. This

0:47:57I don't understand. Well, YouTube I understand because YouTube is an advertising play, you

0:48:02know. It's all about the video advertising. And so that makes sense to me that it's part

0:48:08of Google because, and it's so tightly integrated now, even though they're trying to unwind

0:48:12it a little bit, in the end it's about programmatic advertising and what is Google but advertising

0:48:17at this point. But like, YouTube has had its own CEO for a long time. That's like something

0:48:22that I find so it's just very I actually weirdly more understand Android being a

0:48:28part of Google then YouTube being part of Google which is funny because I think

0:48:32you're the other way around. Some of some of this might be about the way that

0:48:39they're technically intertwined and some of this may be about their feeling about

0:48:44the directions these businesses are going in and you know I don't know

0:48:48because again not on the inside but I look at this and think you know they may

0:48:52say look, Google as a search engine text ad product, that's kind of going to fade away

0:48:58eventually, but you know, it's going to move to video and what's video? Well, it's YouTube

0:49:02and we've got YouTube and they're all part of the same thing and they're all part of

0:49:05the same infrastructure and even though users see them as different products and they're

0:49:09actually you know, they've made that more separate, you don't need it, I think you don't

0:49:13need the Google login to post hateful comments on YouTube anymore.

0:49:18That's for sure.

0:49:19they're splitting those apart. They may view that as being essentially the same business,

0:49:27that like this part of the business and this part of the business are different, but they're

0:49:29not that different, they really go together. In a way, and Android is the same question,

0:49:35it's like, I look at that and think, well, Android is, I agree with you, kind of weird

0:49:40to be part of Google at the same time, though, why does Android exist? Why does it exist?

0:49:51It's free, right? I mean, they put huge amount of engineering resources in it and they give

0:49:55it away. Why do they do that? It's because they want to capture a percentage of the market

0:50:00that they can use as part of Google's strategy for advertising. Because they never want to

0:50:06live in a world where Apple dominated or Microsoft dominated mobile advertising because they

0:50:09could be locked out and now they can't be locked out because they give this

0:50:13thing away and then and they're integrated into it. Well by that standard

0:50:19Android absolutely is part of Google and if you separate an Android into Android

0:50:24Incorporated wouldn't that be weird to have this company that just created this

0:50:29thing that they gave away and was always operated at a massive loss because the

0:50:34whole goal was to make profits happen somewhere else. So I think it fits. Also I saw somebody

0:50:43on Twitter say that this is just a big tax thing. This is all about things like taxes

0:50:51and maybe saving on taxes and also being able to kind of like send messages to investors

0:50:58and the public about how profitable the core part of Google is versus the playground. But

0:51:04I don't, I am not a tax attorney, a corporate tax attorney, so I don't know about that conspiracy

0:51:10here.

0:51:11It doesn't seem right to me because it's all going to be owned by Alphabet in the same

0:51:14way that it was all owned by Google.

0:51:17Yeah, yeah, I mean, it may be structured differently, who knows, but I love it from a clarity standpoint

0:51:23though.

0:51:24I mean, I've said on this show many times and on other shows and I've written about

0:51:26it, I have for a long time talked about the two Googles, right?

0:51:30There's the Google that is what we know as Google, what we think of as Google, which

0:51:35is search and Android and YouTube.

0:51:39And then there's what I just called earlier the playground.

0:51:42It's the stuff where Larry and Sergey are trying to imagine what the next big things

0:51:48are and use the money from search advertising to fund investment in these other crazy areas,

0:51:58figuring that they may be able to control the future of the car or the future of robots

0:52:02or the future of biotech or whatever it is, the bets that they're placing.

0:52:08And so there's this really down to business money making run by lawyers, hard to work

0:52:13with company that's called Google.

0:52:16And then there's the big ideas company.

0:52:19And then you throw in acquisitions like Nest and you're like, okay, I don't even know,

0:52:22is that in the box?

0:52:23Is that out of the box?

0:52:24What's that about?

0:52:26And now I feel like this is much clearer that there is this huge engine of money that is

0:52:36driven by advertising, which is Google.

0:52:39And then there's all the other stuff.

0:52:40And all the other stuff is the speculative stuff that is in the playground, is in Larry

0:52:45and Sergey's playground.

0:52:47And that includes Nest, which I think is a bet on smart home technology, is essentially

0:52:52what that is.

0:52:53a bet about investing in the future of something just like the self-driving cars are, just

0:53:00with a product so it's a little closer to reality than something like the self-driving

0:53:04cars are. So I like that. This is them making clear that Google is not one thing and that

0:53:10there are at least two and maybe many more parts of Google that have totally different

0:53:16purposes. So I like that about it too because that's been true. It's always been true and

0:53:21And yet people got confused, they're like, "Why is a search engine building self-driving

0:53:25cars and investing in robots and hiring all the robot engineers?"

0:53:29The answer is the search engine wasn't doing that.

0:53:32That was Larry and Sergey who want to invest in robots and self-driving cars and not the

0:53:39poor people working on the search engines and on Android who don't get to play with

0:53:43robots, they just have to work on their software.

0:53:45So now that's Sundar's part of the business.

0:53:48He can worry about it.

0:53:50There's one thing that I wonder about this, that this decoupling of Google from everything

0:53:56else makes me think that Alphabet could make more Facebook-like acquisitions where they

0:54:04buy a company because they think it's interesting, or for whatever reason, but then it doesn't

0:54:10have to, like it can do a similar thing to Google, but it doesn't have to be rolled into

0:54:15Google.

0:54:16Well Nest, Nest is the model for this.

0:54:18Nest, I really believe that Google looked at Nest,

0:54:21that Larry and Sergey looked at Nest and said,

0:54:24"I really like what they're doing.

0:54:27Tony Fidele is really brilliant.

0:54:30They could probably change the world

0:54:32if they weren't struggling as a startup

0:54:34and got a huge influx of cash.

0:54:37Why don't we just buy them and give them some money

0:54:40and let them really blow people away with their technology?"

0:54:43I think that's the story of them buying Nest.

0:54:46So they could do that again.

0:54:48And you're right, I think this gives Google the freedom

0:54:50to acquire things that are core to Google,

0:54:52and it gives Alphabet the freedom to acquire things

0:54:55that are not core to Google, but that are like good bets,

0:54:58and that go beyond the ventures thing, right?

0:55:01'Cause ventures, they could just invest in something,

0:55:04but this is like buying it, just outright.

0:55:08This is not a good example, but if they said,

0:55:11"Oh, we get it now, TiVo is really great.

0:55:14"We're just gonna buy TiVo."

0:55:16And there wouldn't be the question of like,

0:55:17like how does TiVo fit in with Google?

0:55:18The answer is, well, no, we just bought it

0:55:20because we wanna do something.

0:55:21You know, we want it to do whatever TV things.

0:55:25Like I said, it's a bad example,

0:55:26but just to pick a company, that could happen, right?

0:55:29That kind of thing could happen.

0:55:31And it doesn't get all muddied in,

0:55:34what does that mean for Google?

0:55:35Like it's not, it doesn't mean anything for Google.

0:55:37If Google buys it, you'll know it's Google buying it.

0:55:39If Alphabet buys it, you'll know it's not Google buying it.

0:55:43- So a lot of people are asking the question,

0:55:46Could Alphabet buy Twitter now?

0:55:48[laughter]

0:55:51Sure they could.

0:55:53Sure.

0:55:54They really could.

0:55:55It would not shock me if you saw Alphabet make some...

0:56:02You know, this happens a lot, where companies buy other companies because they don't want their competition to get them.

0:56:08Not because... I mean Nest, I feel like in some ways that's what Nest was.

0:56:12Nest was. Yeah that's what I meant by the Facebook model as well like Facebook

0:56:17Instagram or whatsapp to protect Facebook. To protect Facebook right yeah

0:56:21yeah Facebook wanted Instagram not because Facebook needed Instagram to be

0:56:24in Facebook but because Instagram needed to not belong to their competitors. Yep

0:56:29and also like but the different one though is Oculus, Zuckerberg bought

0:56:35Oculus because he missed out on mobile like that was his reason like was he

0:56:40He bought Oculus because Facebook missed on mobile and they should have been ahead of

0:56:44mobile so he bought what he thought was the next big thing.

0:56:48He bought the leader in that so he bought Oculus, which is very smart.

0:56:51No, that's a great, Oculus is a great example of somebody's going to snap this up and we

0:56:57think it's big and you know if anybody's going to own it it's us.

0:57:01But in sometimes, I think smart business people look at acquisitions and realize that the

0:57:08The dream of taking some amazing product and integrating it into your product is a little

0:57:13bit false, and that really you've got two choices, which is you can swallow it whole

0:57:20and break it up into pieces and hopefully use the pieces, and that means the technology,

0:57:24the patents, the people, to build something good for your core business.

0:57:31Or you realize this thing works because of the way it's structured, and we just want

0:57:37it to stay around and we can help it be better and we can integrate it a little bit like

0:57:42I feel like those are more realistic acquisition scenarios and that the second one doesn't

0:57:48really happen unless you are a company with just money coming out your ears which you

0:57:52know Facebook, Google, Apple, those companies actually they could just buy whatever. Most

0:58:00companies like are much more tactical and Apple actually behaves I think more like a

0:58:03small company that tactically buys things. It's rare that they make a huge purchase.

0:58:08And we'll have to see how the Beats acquisition goes in the long term, right? I mean, this

0:58:11is one of those arguments, is in the end, did Apple get much out of Beats other than

0:58:17breaking it down, you know, breaking the music service down to its constituent parts and

0:58:21trying to integrate it into iTunes, and that may turn out to be, you know, not much. Or

0:58:27it may turn out to be something good, but it may turn out to be nothing, because it's

0:58:30hard to integrate those things. But there's this whole scenario of like, let's just buy

0:58:35it and keep it over there. And then, you know, it'll be friendly to us because we own it.

0:58:41And if one of them wins, we've already, we got both. Like, you know, you're hedging your

0:58:47bets.

0:58:48Instagram, Oculus is a good bet on the future. Instagram is a great hedge against your competition

0:58:52taking this thing that is great and and using it to compete with you. That's a great example

0:59:01of that where Facebook's like, well, what what is one of the things that is incredibly

0:59:05powerful for our service? It's photos. What's a danger? Well, Instagram is really great

0:59:09for photos too. Well, if we buy Instagram and kill it, that doesn't solve anything.

0:59:15And if we buy Instagram and integrate into Facebook, that doesn't really solve anything.

0:59:19we could just buy Instagram and make the links with Facebook really good and let Instagram

0:59:23be great on its own. And that's alphabet is structured like that. It's totally structured

0:59:28like that. So could they buy Twitter if they think that that Twitter is a good idea that

0:59:34just needs to be under new management and and have more cash to fulfill their vision,

0:59:40then maybe so it's a public company. So it gets complicated. I worry that the Twitter

0:59:46Twitter is just too far down the road. There's been too much water under the bridge for Twitter

0:59:52to be something that could get sucked in. I think Twitter would have to be laid pretty

0:59:56low. I think that confidence in it in the stock market would have to decrease and for

1:00:02it to be something where somebody would want to pick it up and say, "Well, we think we

1:00:06can rehab this and there's good stuff here." And Twitter doesn't seem to be in that place

1:00:10right now.

1:00:11So, Alphabet, it's crazy. It is crazy. I think it's very exciting though.

1:00:19Oztamir in the chat room said, "I'm still waiting to see if the next acquisition will

1:00:22pay off for Apple." That's a great example of something that's just getting broken down

1:00:27and absorbed. And in the end, you know, Apple is as much next -- Apple's technologies are

1:00:33like, basically next technologies more than their Apple technologies from that period

1:00:38anyway. But I'm with you. Alphabet, I think it's a great idea and we'll see how they put

1:00:43it into practice. But I just like the clarity of it. I like that, I mean, look, Google conspiracy

1:00:49theories will always exist, but it feels like there's some clarity of communication. Like

1:00:54this is what Google is now and this is what Google is not now. And so when you hear a

1:00:59story about the crazy self-driving cars or investing in robots or building an army of

1:01:05drones or whatever, to have that not be Google, I think it's good. I think it's good to be

1:01:12clear that that's not Google. That is Larry and Sergey building drones as part of their

1:01:19private army.

1:01:20And I genuinely believe that they will want to be as not involved in Google as possible.

1:01:26Like, just so boring, go away, I want to go to the moon. And I think that's where they

1:01:32are.

1:01:33give me money. I think that's kind of it, right, with Google. It's like, look, we built

1:01:38a machine, accidentally at Stanford, we built a machine that prints money. Keep writing

1:01:45the checks, folks. Sundar, keep it going, we'll check in, love what you're doing, love

1:01:50the product, don't get me wrong, love the product, but just keep writing the checks

1:01:55so that we can go play over here and this stuff and change the future. You're not about

1:01:58the future, except in your little area, you're about making us money. It will be interesting

1:02:04to see how that goes over with people who work at Google, that there's that, you know,

1:02:08that that Google is no longer this entity that is, you know, anything can happen. It's,

1:02:13you know, Google, new Google is we're about this. Maybe that's good. That's a focusing

1:02:21thing, but it does sort of change things. And I do think that the attitude is very much

1:02:24like just keep giving this money so that we can invest in more self-driving cars.

1:02:28And I love me some Sundar Pichai. I think he's awesome. Yeah I think he's a

1:02:34smart guy and I think you know having that gives some clarity too doesn't it

1:02:39it's like all the stuff here is you that's it like that's you it's you talk

1:02:45to us we're your bosses up here but that is your business not Android not Google

1:02:50not YouTube, all of it. If it's in Google, it's yours. Make it good.

1:02:57That's great. And send the checks. Because we got to buy some new

1:03:02self-driving cars. Doesn't hurt to have a non-white guy as a CEO of one of the

1:03:07big three tech companies as well. I feel like, well, yeah, one more, right?

1:03:14Because we already have Satya Nadella. Of course we do, yeah. Right? So, in fact,

1:03:19for probably a conversation for another time but I'm sure some tech magazine or

1:03:26even general interest magazine or website you know probably like a Time

1:03:31magazine cover that everybody goes Time magazine still being published but but

1:03:34will be somebody will do a big feature or takeout or what does it all mean

1:03:37thing about this being another chapter in the rise of non-white workers,

1:03:50especially Asian workers in Silicon Valley, to even more positions of

1:03:55prominence. And you know Sundar Pichai is another example of that, Satya Nadella

1:04:02is an example of that. And you know that has been, the workforce has been

1:04:07composed in the Silicon Valley workforce has been, if there's diversity from the white

1:04:13people in it, there are lots of Asian people who from all over Asia, from all the way from

1:04:19India to China and Japan in the valley, but now we are seeing them increasingly in these

1:04:27prominent positions. And it's just interesting. It's like maybe it took time for that to all

1:04:35just kind of like keep rolling but I think it's great to see and and so now

1:04:41we have Sundar in charge of Google I think I think it's a yeah he's a smart

1:04:45guy he's she's sharp guy and I think he will benefit from having clarity over

1:04:50his domain now yep no doubt thank you send him a tweet did you see the tweet I

1:04:57did see the tweet congratulations on your promotion oh and then he was like

1:05:02Thanks, thanks man.

1:05:04You know, there is this part of me that does really love that like

1:05:08Microsoft is run by a guy of Indian descent.

1:05:14Actually, yeah, both Nadella and Pachai were both born in India.

1:05:19So then you have the leader of Google was born in India

1:05:24and then the leader of Apple is openly homosexual. I think it's fantastic.

1:05:29I love that. I just think that is such a great thing that even five years ago we may have

1:05:35found to be strange, right? To hear, like really?

1:05:38Well Silicon Valley diversity is problematic in a lot of ways. A lot of ways. But at least

1:05:45we can point to a major gay executive, a couple major Indian executives. If you want to throw

1:05:54in Yahoo, you've got a major woman executive and HP has had a woman CEO and there's some

1:06:02of that's going on.

1:06:05And you're right, five years ago, well, five years ago it was Eric Schmidt and Steve Ballmer

1:06:10and Steve Jobs, right, in those parts, in those roles.

1:06:13>> Yeah, and like you know, we're saying about we know that diversity isn't great, like we

1:06:18know that.

1:06:19know that is a thing that I think 2015 will be remembered for is people

1:06:25realizing a lot of this stuff like actually truly realizing it but one of

1:06:29the ways it gets better is from the top and also the I know it will be very easy

1:06:37to say well this is going to be business as usual as Google because in the end

1:06:41it's still you know it's Sundar and it's still Larry and Sergey running the

1:06:44running the show from above I don't know this is this is different than Tim Cook

1:06:49taking over at Apple and this is different than Satya Nadella taking over at Microsoft,

1:06:54but both of those gentlemen showed that they were not afraid to make change in how their

1:07:00company had done things over the long term. And I think their companies have benefited

1:07:05from it. And it will be interesting to see what happens at Google, but I would say it's

1:07:13more likely than not that Sundar will be able to do this. This will give him, he's been

1:07:17invested in power with this title and he's been giving clarity about what his business

1:07:21is. And I think you'll see Google maybe make moves that they would not have made before

1:07:27when they were this amorphous mass of things and who's in charge of what division. I think

1:07:32we may see a much more clarity in Google now and coming from letting Sundar make some decisions

1:07:40about what they're going to do and what they're going to focus on that were harder to make

1:07:43before when it was this bigger thing and kind of unwieldy.

1:07:46Should we do some Ask Upgrade?

1:07:49We should.

1:07:50Jason, who is bringing Ask Upgrade to the people this week?

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1:10:13to the people.

1:10:14To the people. Power to the people!

1:10:19So talking about those powerful people, first off Andrew would like to know, "Any thoughts

1:10:26Jason having been independent for about a year how is the outlook

1:10:30are your business and personal economics sustainable at their current

1:10:34uh rate? I think I want to talk about this more in mid-september

1:10:39when um when it's been a year but the short version is

1:10:43um I'm having a good time uh the economics seem to be fine

1:10:50um it is not quite the mix economically than I that I expected I

1:10:55I have some stuff that is less money than I thought and other stuff that's more money

1:10:59than I thought.

1:11:02Not commuting is great and doing this show and other podcast stuff has been a great addition.

1:11:08I really enjoy having part of my life be doing podcasts, not just for fun but actually as

1:11:14part of my job.

1:11:16And so that's my thought about it.

1:11:19What about you, Myke?

1:11:20Independent for about a year next week.

1:11:22Well actually no, no it's we actually I think I quit my job after you.

1:11:29Well you did but you started Relay before so okay well you know how are you a little

1:11:34quick super quick status report on you how's it how's your outlook?

1:11:40Things are really good I mean I make a lot more money just in general which is fantastic

1:11:46and you know if the money is one of the things and that is a big thing for me but I am happy

1:11:51I mean the things that I am unhappy about are like just not issues really.

1:11:58And any of the things that I tend to be unhappy about in my life tend not to be work now.

1:12:04Which is, you know, I think that's rare for most people and definitely rare for me having

1:12:08looked over the last five years of my life.

1:12:11I am very happy.

1:12:12My main problem is just trying to balance my time and I've been making some steps along

1:12:19that road recently but I've got some other things coming up that are going to take that

1:12:23away again so I'm just trying to balance things out a bit better to try and better understand

1:12:29where my time is going, where my money is coming from and just trying to build not a

1:12:36better work-life balance per se but a better balance in my work.

1:12:42Yeah, I'm having the exact same issues now which is now I've reached the point where

1:12:46I have to make some decisions about what do I spend my time working on because I'm fortunate

1:12:52in that I have more potential work than I can do. So I need to choose. I need to make

1:12:59smart decisions about what I do and what I say no to, where I choose to put my time,

1:13:03and then how I structure my time. And that's all going on. So that's a whole other level

1:13:08beyond the basic level, which is, you know, "Oh God, is this going to work? Am I not going

1:13:13to have any money, am I going to have to start applying for jobs anywhere because I just,

1:13:20you know, I can't pay my mortgage payment. That's not been the case, but that leads to

1:13:26that other level, which is how do I structure this, how do I make these decisions, you know,

1:13:31what do I spend my time on, what do I not spend my time on.

1:13:34>> Yep. So, next up we have a question from John, and this is a Twitter-based question.

1:13:42John asks if Twitter turned off its feed to the third-party clients that turn off

1:13:46the API and 100% as of the first of January 2016 do you think this would be

1:13:54a catalyst for people to leave I think no yeah we've already seen attempts like

1:14:03when app.net came about it was because Twitter was becoming extremely hostile

1:14:10and was becoming even more so and we all tried it we all used it and we all went

1:14:18back to Twitter even though nothing changed so I believe people would just

1:14:23get used to the official clients and would complain and moan as much as

1:14:28possible until Twitter actually made some changes that others would want to

1:14:33see but I just don't see it happening quite simply because the reasons that

1:14:42other services like app.net didn't stick is because it's not just us anymore and

1:14:48I think for most of the tech nerds that are on Twitter they probably follow a

1:14:55bunch of people in their lives or people that they admire or respect that wouldn't

1:14:59move because they already use the first-party clients, so it's just not a problem.

1:15:06And I know I don't want to be checking two services.

1:15:09So I think that the only way that people switch away is if it dies, completely dies.

1:15:17Yeah, I agree.

1:15:20I find great value in third-party clients, and I use a third-party client on iOS, but

1:15:25I agree with you that realistically pretty much everybody would just switch.

1:15:28if somebody says, "Well, no, I wouldn't," I would just stop. It's like, "All right,

1:15:31well, I know that especially some class of tech nerds who've got a third-party client

1:15:36that they really rely on would get really angry and they would leave, and some of them

1:15:39might never come back, but others would." For me, you know, the thing that would kill

1:15:43it for me and make it very hard for me to use Twitter is if they killed, like, the Mac

1:15:49client, if they just killed it and said, "Just use the website," that would make it very

1:15:55hard for me, although I would just, you know, again, I would just go on using IOS, I suppose,

1:16:01at that point. But I don't think that's going to kill Twitter. We are, you liken this to,

1:16:10you alluded to the idea that we would just kind of go to the official client and complain.

1:16:14Sometimes I wonder, probably not, but I wonder sometimes if the nerdiest people with the

1:16:19most attention to detail and the most technology knowledge, if they were using the official

1:16:24Twitter clients, would Twitter feel more pressure and get more feedback to make their products

1:16:30better? Probably not, but I do think that there's a whole class of users who would be

1:16:37really persnickety and finicky and they're power users and they really want Twitter to

1:16:40be better and they're using third-party clients. And if they were forced into the app, I do

1:16:46wonder if perhaps Twitter would be like, "Oh, wow, people are really complaining about this

1:16:51feature and now people are just like "forget it I'll just use this other app that does

1:16:55it." But this comes back to what we were talking about last time as well which is pick something

1:17:01Twitter. I feel like the current situation with third parties with these tokens and all

1:17:05of that, it's an untenable, it feels like a transitional thing and yet it was done by

1:17:11a group that is no longer basically running Twitter. So I feel like Twitter needs to decide

1:17:16something. Are you a service that has third-party clients that offer alternatives? If you are,

1:17:24give them access to in the API to all of your features. If in as we said in exchange for

1:17:31showing your ads or whatever you have to do, whatever you have to do. If you're not, then

1:17:36maybe you should just say we're going to close the door because we're in this really weird

1:17:41situation where, as nice as Twitterific is, as much as people love Tweetbot, they have

1:17:47limited futures because of the token thing, and limited features because there are all

1:17:53these Twitter features that do not work on third-party clients because they're not in

1:17:57the API. So, which is it, Twitter? I feel like that is the most important thing because

1:18:03right now we're in this weird limbo state, so I don't want them to turn off the feed

1:18:08to third party clients, I would actually like them to go the other direction and say, "You

1:18:10know what? Third party clients, help us as a service. Go ahead and make them and make

1:18:16them good as long as you follow our rules." But if they're not going to do that, I kind

1:18:22of feel like they should just go the other direction because this limbo state is not

1:18:25useful for anyone.

1:18:27Yep, 100%. So Frank asked, "How long do you recommend podcasters keep session files like

1:18:37logic files or GarageBand files after releasing how do you handle this?

1:18:42We're gonna get some really different answers. So how do you handle this Myke?

1:18:47I keep them for a time period until my hard disk starts to fill up and then I

1:18:56go in and delete the oldest few months. Because for me so many of my shows are

1:19:05are topical. Yeah, yeah. And they just don't need anything done to them after a certain period of

1:19:12time. I would imagine you'd keep them behind the app forever. Maybe I should do that. I think you

1:19:20should. I actually have them saved on a different part of my system so that I have all of the others

1:19:24go into just a, like just a folder I call podcast scratches, and it just lives there.

1:19:32yeah i feel like if it's something that could live um longer i think i talked about this before uh

1:19:38that you should keep them around i keep everything because i've got this drobo that's got a billion

1:19:43terabytes in it and so it's uh you know i've got the space for them so i save them all um

1:19:49i would imagine that eventually i will start deleting old you know old clockwise's and old

1:19:56uh the episodes of upgrade that i've added are less um it's less likely i'm ever going to need

1:20:03to go back to the masters for any of those you know even if you do a best of um you can pull

1:20:08from the mp3 file and it sounds fine and and you know i and i don't honestly don't anticipate that

1:20:14i would do that very much for incomparable because those things last and i'm always pulling things

1:20:19out for for the end of year recap shows and things like that i keep those around and that allows me

1:20:24to do things like I generated our Star Wars you know episode 2 and episode 3

1:20:30episodes I I generated new versions of them you know a few months after we

1:20:36posted them with you know the like as a special version and total party kill I

1:20:41did like an audiobook version of one of our seasons and I was able to do all of

1:20:45that because I kept the Masters around but you know so so somewhere between

1:20:50until your hard drive I mean really it's until your hard drive fills up I think

1:20:53is a good answer, but it's more important if it's something that you might actually

1:20:59need access to later. And some stuff is timeless and some stuff is timely. Like, I would throw

1:21:05away all my old clockwise's tomorrow if I needed to, but I'm not going to throw away

1:21:08the incomparable radio theater because I still go back. I actually will still open up radio

1:21:13theater things. I was doing this the other day because I already have the intro music

1:21:17for a certain recurring thing, and I can just copy it out of Logic and paste it into a new

1:21:21project and I get all of the volume and all of the tracks and they're all in the

1:21:26right sequence so it's great to have that kind of stuff around but for timely

1:21:32stuff it's a lot less important. And Chalakan asks finally today do you think

1:21:38Apple will sell curated watch faces on the App Store? This is a really good one

1:21:45I'm curious about what what you think. Eventually yes they will. Will they do it

1:21:50anytime soon? I don't think so. Maybe version 3 or 4?

1:21:57Yeah, right now watch faces for Apple Watch feel like

1:22:01they're like, you know, the apps that are on your Mac

1:22:05or on your iPhone that only update when the OS updates.

1:22:09That's what the watch faces are. It's like they're in the OS. They're part of

1:22:11the OS. If they want to add new watch faces they will add them in the OS.

1:22:15I do think that at some point, yeah, they will have to, but I don't think it'll

1:22:19it'll be soon. Certainly, I mean, watchOS 2, we know what's in it and that's, you know, watch

1:22:25faces built by third parties are not one of the things that's in it. So I think it's inevitable,

1:22:31I think there'll be an approval process, but I think it's more likely that we'll see kind of like

1:22:37new watch faces show up from Apple over time than, you know, with software updates.

1:22:46it's going to be a long time before we we see more of that in the in the uh like in an app store kind

1:22:51of model so i agree with you mike i mean we're getting some with watchos too but not nearly enough

1:22:59there should be a couple more like what they're doing just a couple of photo faces

1:23:02and you can add a photo face of your own right now the strategy is look if you want to customize

1:23:08these these faces with um with complications we'll let you do that that's that's where you the the

1:23:15developers get in. And I think that's, I think it's fine, honestly, I think it's

1:23:21fine. I would like to see more faces on a more variety of faces from Apple and I

1:23:25hope that comes, but I can understand them being really cautious with such a

1:23:29new platform about something as key as the watch face. I get it.

1:23:34Yeah it doesn't bother me, I mean sure would I like to see some of my favorite

1:23:37UI designers create great-looking user interfaces for the watch face? Sure. Do I

1:23:44I need it? No, because in all honesty like the the utility face that I use is

1:23:51really great looking and I changed the color on it every time I change my watch

1:23:54band and it makes me happy like that's all I really need I don't need one in

1:23:58that to be honest. Right so that's about it for this week if you would like to

1:24:04find our show notes you can go ahead and visit relay.fm/upgrades/49

1:24:10If you want to find Jason online he is @jsnell on Twitter and he writes over at sixcolors.com

1:24:17and hosts many other great podcasts on the incomparable.com and of course is the host

1:24:22of Clockwise on Relay FM as well.

1:24:25I am @imike and I host a whole host of other shows at Relay FM like I am on Connected and

1:24:34I'm also on Analog, Cortex, Virtual, Quiztiff, probably missing one or two.

1:24:40I've definitely done that, I've definitely missed some.

1:24:43But, anyhow, that's how it goes.

1:24:45On with the pen addict, there you go.

1:24:46Now, never mind, I'm just going to move on from here.

1:24:49Thanks again to our sponsor this week, our sponsors this week, Stamps.com, Hover, and

1:24:55GoToMeeting.

1:24:56If you enjoy the show, please go and support them.

1:24:59And we'll be back next week.

1:25:01Until then, say goodbye Jason Snell.

1:25:03Goodbye Jason Snell.

1:25:06Oh, look at that.

1:25:08Least rag!

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