582: Can't Render, Fog It
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Have either of you ever had an SD card go bad?
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- Hmm, don't think so.
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I think what happens, either the capacity becomes so low
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that they become useless to you or you lose them.
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I think those are the two failure modes for me.
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- I actually had one go bad for I think the first time.
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And it's a good one, it's like a SanDisk Extreme Pro,
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you know, it's like one of the really good,
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fairly expensive ones. (laughs)
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And it actually went bad, like it's producing
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write errors on any camera that tries to write to it.
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I'm like shaken to my core, like I always heard
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this was a possibility, but I've never seen it happen.
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I'm questioning everything now.
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Is the sky blue?
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- I'm surprised it doesn't happen more often,
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because they are so inexpensive in the grand scheme
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of things in terms of how many bits they hold, right?
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And they're small and flimsy and have those exposed contacts
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but you know.
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- I guess, yeah.
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- I think the only failure I've had,
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which JJ in the chat has said the same thing,
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one where the plastic around the contacts broke
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and then that made it like super dodgy to continue to use
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'cause it was super duper like structurally compromised.
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I've had that happen, I don't think in terms of like
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what you're talking about, Mark,
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where it's just a read or write errors.
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I can't recall that ever happening.
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Although I will say that there is a special place in hell
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for both the USB-A designers and the person who designed
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the write protect switch on SD cards,
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because I have only ever found one device in my entire life
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that I think can actually, into which I can insert an SD card
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without tripping that switch and that is my MacBook Pro.
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Actually, so the M1 was the same way.
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So the M1 and the M3 MacBook Pros,
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I can successfully insert an SD card into that
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without tripping the switch.
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- That's because it sticks out
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when you stick it in those, right?
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Doesn't actually go.
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- No, not the--
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- The switch doesn't though,
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'cause the switch is near the front of the card.
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- Right, exactly.
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The card absolutely does,
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but the switch does not like Marco said.
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But I tell you what, every other frickin' device I've ever,
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well, that's not fair, not the cameras in my life,
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but the readers in my life, my beloved CalDigit TS4,
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that, every single frickin' time I put one in,
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it trips the thing.
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Oh, it's off.
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- I've never tripped that switch.
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I even thought it was where the floppy disk one,
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this just goes to show, that's why I said it sticks out.
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I thought the switch was the other part.
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I've never tripped it.
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- Yeah, I don't think I ever have either.
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- No, you are a unicorn.
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- I do have a problem though with SD cards
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where it's kind of like USB, micro-USB ports,
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where I have to put it in three different times
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to figure out which direction it goes.
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- Oh, yeah, I have a mnemonic for my cameras
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to remember which way the little notch goes,
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you know, like this one side at the end.
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'Cause at least it is visually asymmetrical,
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even though slot-wise, you can put it in both ways.
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But yeah, that's annoying.
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- We have some excellent news.
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It is that time of year.
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The ATP Store is back, baby.
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It's WWDC time and it is back.
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We've got all sorts of stuff.
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We got old stuff, we got new stuff.
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We got yellow stuff, we got blue stuff.
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All sorts of different stuff that we can talk about.
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Now, Jon, I'm happy to do a nickel tour,
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but would you rather do it or you wanna just interject?
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- Let me go through the store products.
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So yeah, as Casey said, this is the WWDC sale,
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which you may be thinking, it's April.
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WWDC is not until June.
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Well, you know, it takes a long time to have the sale
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and then to take the orders and then to make the shirts.
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And as always, we try to get products to people
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in time to go to WWDC.
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Now, so very few people get to go to WWDC
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in person these days.
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As it stands right now, none of us are gonna be there,
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but we love to see photos of people from WWDC.
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And if there's someone in that photo wearing one
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of our shirts, that's just wonderful.
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So if you order now, you may, may get your merchandise
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in time to attend WWDC.
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So we get it earlier and earlier every year.
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Maybe it'll, we'll start doing it in January sometime.
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Anyway, here are the products we have.
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So our first new shirt is called ATP Windows.
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No, not the Microsoft kind, the Me kind.
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If you watched our recent member special
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that had a video version where you got to see me try
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to explain how I use Windows on my Mac,
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we thought we'd have a shirt sort of in that theme.
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I'm not sure the design entirely captures
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the profound beauty that is my window management technique.
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- All right, all right.
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I think you're looking for a different word there.
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- Yeah, I did my best.
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It's got Windows on it anyway.
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So we have this shirt in two different versions.
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One has the full color ATP logo on it
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and it also has color window widgets.
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And the other one, I guess, is the graphite mode
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where it is monochrome and a little bit,
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a little bit cheaper and everything is a single color,
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I think, so okay, it's been Windows and ATP,
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Windows monochrome.
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- And it is, by the way, it's amazing.
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Like when we do shirts with colors, like we,
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when you, when you make shirts, when you, when they're,
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when they're being screen printed,
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you generally pay per color.
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And so every additional color you have on a shirt,
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either the price goes up or your profit goes down or both.
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And so, and, but we don't want to make, you know,
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a crappy shirt and our logo happens to be a rainbow.
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- Not great planning on our part.
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- We get killed on shirt costs.
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- Yeah, we do.
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- And the funny thing about the Windows shirt is like,
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yeah, even if we gave it a monochrome logo,
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you have to have those traffic light colors
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in the window widgets to make it look right.
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So yes, we do have a monochrome version of the shirt,
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but the color version looks so much better
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and there's a reason why it's going to be more expensive.
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- Yep, so same as it ever was.
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Although for both of these shirts,
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something is true that's true of the other products as well.
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We are trying to offer a large variety of things.
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We keep saying shirts and yes, you can buy a t-shirt,
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but now you can buy a long sleeve t-shirt
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if you don't want a short sleeve one and a sweatshirt.
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And in some cases, a tank top.
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So just because just you're thinking,
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no, I don't want a t-shirt,
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I already have a bunch of t-shirts,
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maybe you want a long sleeve one,
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maybe you want a sweatshirt for the warmer weather,
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maybe you want a tank top for the hot summer weather.
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So take a look.
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So the HP Windows one comes in mostly dark colors
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to fit with the multicolor logo
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because the multicolor logo clashes
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with lots of different shirt colors.
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And then the monochrome one comes in a huge variety of colors
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because it's just white ink
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and then it has all sorts of different shirt colors.
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The second new shirt we have this year
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is inspired by Marco's nostalgic eBay hunting
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for palm devices.
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And it is the ATP graffiti shirt.
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It is the ATP logo written
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in Palm's graffiti handwriting system.
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In particular, the little like instruction sheet
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they would give you to teach you how to use graffiti
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for younger people who don't know it was a way of writing
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with a stylus on a little writing area.
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And you would draw characters that look mostly like,
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you know, the Roman alphabet,
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but a little bit modified so that the computer
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had an easier time telling what the characters are.
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- Yeah, in particular,
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every character was exactly one stroke.
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So like every time the pen went down
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and then moved around and then went up,
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that was one character.
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So that made it with the hardware at the time,
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that made it much, much easier for the, you know,
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basic computers of that time to recognize individual letters
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as opposed to what the Newton tried to do,
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which was write however you wanna write
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and we'll try to figure it out and we won't be able to.
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So that's one of the reasons why Palm like really succeeded
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and took off is that they forced the user
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to adopt a different style of writing
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in exchange for it working really well.
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- Yeah, and the way they would tell you
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in the little instruction guide thing
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is they would have like a little dot
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where you're supposed to put your pen down
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or put your stylus down
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and then you'd see where the stroke goes.
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So in the shirt, you'll see lines
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with a little like lollipop circle.
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That's where you're supposed to start the line
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and then you ended where the line ends
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'cause they're all one stroke.
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One of the most fun characters I always thought
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was the way they had you do a T, as you can imagine.
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If you try to do a T without lifting your stylus,
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how are you gonna do that?
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It was basically like a rotated L and that's great.
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It's in our logo.
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So we've got our little slashes
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that representing the rainbow stripes
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and we've got ATP.
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So it's the ATP graffiti shirt/long sleeve shirt/sweat shirt/tank top.
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- By the way, so excluding symbols,
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what are your favorite graffiti characters?
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For me, it's gotta be probably a tie
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between the four and the K.
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- Oh golly, I don't even remember.
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The K was very good.
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I'm looking at the alphabet now.
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- Yeah, so the four, you just do like,
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you know, like the way little kids write a four
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where it has an open top,
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you do like the little like down to the right
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and then a big line down.
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You just skip the big line down.
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So it just like, it looks almost like the opposite
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of the enter character on a keyboard.
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It's just like an arrow going down to the right
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and that's it.
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And then the K is, it's as if you're drawing
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a capital letter K without the big straight stick down.
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So you skip the straight sticks down
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and you just do a big whoop loopy thing
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on the other side.
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- Yeah, might be my two favorites, all right.
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Well, I would pick A and T, surprisingly.
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I like the upside down V for the A.
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I like the T is like a rotated L
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and I would probably also pick K 'cause that's a fun one.
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- When Palm Devices came out, before I had one
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and I was just like learning about them, researching them,
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I thought this was the coolest thing in the world.
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I would like, I would write handwritten notes in graffiti
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just because I thought it looked,
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it looked like the future, like it looked so cool.
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- No, the new one was the future.
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I remember the first time I think I told a story.
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- I don't think that played out, John.
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I don't think that worked out that way.
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- The company that made it actually did pretty well
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in handhelds. (laughing)
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- Yeah, but it had nothing to do with the Newton.
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- Pretty sure they killed it pretty quickly
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once the new leader came in who made the company succeed.
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- The spirit of the Newton lives on.
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When I first saw Newton in like a computer store
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for the first time and I picked it up
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because I'd seen, like I'd seen,
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I'd read in Apple magazines about the Newton
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and I saw it in real life
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and probably in a college computer store
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when I was going on college tours for my sister.
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And so I immediately picked it up, took the pen
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and I wrote like, I don't know about it, right?
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It might've been "Hello World" but probably not.
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I wrote something but I wrote it in cursive.
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Like, you know, 'cause I knew how to write cursive then
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and it translated it perfectly.
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I'm like, this machine is magic.
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And then, you know, it more or less never did that again.
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But the first impression was like how,
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I mean, think of this, like in the pre-Palm days,
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you had this device that was in your hand
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and you could write cursive
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and it would figure out what you wrote
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in my cursive handwriting.
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It was amazing.
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I still have a couple of old ones in the attic, but yeah.
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Before it's time.
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- Of course you do.
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All right, next product is,
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these are all blasts from the past now.
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The ATP Performance shirt, which we had on sale ages ago.
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It is, well, Casey, you describe this one
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'cause this is your baby.
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- Yeah, so it's in the spirit of Under Armour.
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If memory serves, it's the Nike equivalent of Under Armour
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but this is the sort of thing where if you have it on,
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first of all, it's fairly lightweight.
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- It's Adidas by the way.
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- Oh, sorry.
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I thought it was Nike, but you're probably right.
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No, you know, the Polos are Nike.
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That's what I'm thinking of.
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It is Adidas, you're right.
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Anyways, one way or another,
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when you get super duper sweaty,
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if you're working out or whatever,
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or you're just listening to our dulcet tones,
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one way or another, if you get super sweaty,
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if you try to yank this shirt off of you,
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unlike a cotton shirt or whatever,
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it won't just say, stay suction cup to your body.
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It will actually come off of you, which is really nice.
00:10:48
◼
►
And so it is 100% my preferred workout shirt.
00:10:52
◼
►
I actually am wearing one right now
00:10:54
◼
►
'cause I worked out this afternoon
00:10:55
◼
►
and I should have looked at my left sleeve
00:10:57
◼
►
where there is an Adidas logo playing this day.
00:10:58
◼
►
Thank you, Marco.
00:10:59
◼
►
Anyways, so I really, really, really like these
00:11:02
◼
►
as a workout shirt.
00:11:03
◼
►
Again, it's not literally Under Armour as stated,
00:11:06
◼
►
but it's spiritually the same idea.
00:11:07
◼
►
So really enjoy these.
00:11:08
◼
►
And I believe these are several different colors,
00:11:11
◼
►
but T-shirt only.
00:11:13
◼
►
- Yep, T-shirt only,
00:11:13
◼
►
but the new colors this year, I think,
00:11:15
◼
►
are navy, gray, and blue, I think.
00:11:19
◼
►
Maybe it was just in red before.
00:11:20
◼
►
Anyway, a bunch of new colors.
00:11:21
◼
►
- Red and blue were previous.
00:11:22
◼
►
I don't think we had anything about those.
00:11:24
◼
►
- Yep, so the next returning shirt,
00:11:26
◼
►
I like to have my classic shirts come back.
00:11:28
◼
►
This time it's coming back
00:11:29
◼
►
so I can buy some for my children
00:11:31
◼
►
because they like the shirt
00:11:32
◼
►
and they're annoyed that we haven't sold it
00:11:33
◼
►
in like four years.
00:11:34
◼
►
Actually, it can't be four years really,
00:11:36
◼
►
but they have the older version of the shirt.
00:11:38
◼
►
So this is ATP Monochrome Pro Max 2019.
00:11:42
◼
►
So we sold a shirt that had the side profile
00:11:45
◼
►
of a bunch of Pro Max many, many years ago,
00:11:49
◼
►
and then we updated it after the 2019 Mac Pro came out
00:11:52
◼
►
to stick the 2019 Mac Pro at the end of the line
00:11:54
◼
►
next to the trash can, and that is this shirt.
00:11:57
◼
►
It's not the one with wheels.
00:11:58
◼
►
In general, when we do something with wheels,
00:12:00
◼
►
that's like a one-time only thing,
00:12:01
◼
►
so treasure your wheel shirts
00:12:02
◼
►
because those probably aren't coming back.
00:12:04
◼
►
But it is a bunch of Pro Max.
00:12:06
◼
►
It is a monochrome shirt.
00:12:07
◼
►
It comes in black and white, short sleeve and long sleeve,
00:12:11
◼
►
and I will be buying this for my kids
00:12:12
◼
►
and hopefully enough other people will buy it
00:12:13
◼
►
that they will print the order
00:12:15
◼
►
and my kids will get replacements for their shirts.
00:12:17
◼
►
They like it because it's not so rainbowy colored
00:12:19
◼
►
and I don't know, I think it's less embarrassing for them.
00:12:23
◼
►
It does say Accidental Tech Podcast
00:12:25
◼
►
like spelled out underneath it.
00:12:26
◼
►
- It has a bunch of computers on it.
00:12:28
◼
►
- Well, people don't know that they're computers.
00:12:30
◼
►
They just think it's an interesting design.
00:12:31
◼
►
- I think people recognize those as computers.
00:12:34
◼
►
I mean, if it only had the trash can,
00:12:37
◼
►
maybe they wouldn't recognize that,
00:12:38
◼
►
but I think the rest look identifiably enough
00:12:40
◼
►
like computer towers that they figure it out.
00:12:42
◼
►
- I don't know.
00:12:43
◼
►
I mean, I think maybe the classic Mac,
00:12:45
◼
►
but the ones that are towers in the side view,
00:12:46
◼
►
you have to be a pretty big nerd to even pick out
00:12:49
◼
►
that those are supposed to be side views
00:12:50
◼
►
of tower computers, I think.
00:12:51
◼
►
- Yeah, either way, it has six tower computers
00:12:53
◼
►
and the word podcast on it,
00:12:55
◼
►
so I think it's a pretty nerdy shirt.
00:12:57
◼
►
- And a little trash can.
00:12:58
◼
►
- All right, next one is our usual ATP six color shirts.
00:13:03
◼
►
Once again, the colors, there's more than six of them,
00:13:04
◼
►
refer to the color of the shirt.
00:13:05
◼
►
It's just a monochrome ATP logo
00:13:07
◼
►
on lots of different colorful shirts.
00:13:09
◼
►
These are good and cheaper than the other ones
00:13:11
◼
►
because it's just one color of ink
00:13:12
◼
►
and you can get them in long sleeve
00:13:14
◼
►
and tank and sweater and all that good stuff.
00:13:16
◼
►
All right, and then we have our classic ATP logo shirt
00:13:18
◼
►
with way too many colors on it
00:13:19
◼
►
and even that one has changes here.
00:13:20
◼
►
Now you can get a long sleeve version of that shirt
00:13:23
◼
►
and I think also a tank top version of that shirt.
00:13:25
◼
►
So that's our classic shirt.
00:13:27
◼
►
We've got the hoodie, no different versions of this.
00:13:29
◼
►
The hoodie is the hoodie, the hoodie is great.
00:13:31
◼
►
My kids also both have the hoodie.
00:13:34
◼
►
Thankfully they haven't lost or destroyed them yet,
00:13:35
◼
►
so I don't need to buy them another one,
00:13:37
◼
►
but if they did lose or destroy them,
00:13:38
◼
►
I would get them another one, it's a really good hoodie.
00:13:41
◼
►
This is another Casey special, we're nearing the end here.
00:13:43
◼
►
The ATP polo, which Casey loves.
00:13:46
◼
►
This is a Nike shirt
00:13:47
◼
►
and even the polo comes in new colors this year.
00:13:50
◼
►
I think what we have like gray and navy and black,
00:13:52
◼
►
not very exciting new colors,
00:13:53
◼
►
but remember it's got the full color embroidered ATP logo
00:13:57
◼
►
on it, so again, the rainbow colors and logo tend to clash
00:13:59
◼
►
if you have a shirt that's a different color.
00:14:01
◼
►
So they're kind of sticking to neutral colors.
00:14:03
◼
►
It works with navy and black and gray.
00:14:06
◼
►
And then the final blast from the past,
00:14:08
◼
►
the ATP hat, a baseball hat in new colors
00:14:12
◼
►
because everything's in new colors.
00:14:13
◼
►
The new color is I think navy to go along with the gray.
00:14:16
◼
►
We haven't sold this in years,
00:14:18
◼
►
so if you want a baseball hat
00:14:20
◼
►
with a full color embroidered ATP logo on top of it,
00:14:23
◼
►
now you can get one.
00:14:24
◼
►
Oh yeah, and then bringing up the rear,
00:14:26
◼
►
the very final product.
00:14:28
◼
►
Would you believe we still have like a dozen pint glasses
00:14:30
◼
►
left over from our last sale last year?
00:14:33
◼
►
Please, somebody buy this dozen.
00:14:35
◼
►
I don't have to bother myself
00:14:36
◼
►
just to get them out of inventory.
00:14:38
◼
►
12, 12 pint glasses, we can do it.
00:14:40
◼
►
I guess maybe I'll just buy a handful
00:14:43
◼
►
and then we'll be down to single digits,
00:14:44
◼
►
but yeah, a few pint glasses are left.
00:14:46
◼
►
So there you have it, full line of stuff.
00:14:48
◼
►
Again, even if we're not at WWDC,
00:14:50
◼
►
we would love to see pictures of people
00:14:52
◼
►
who are lucky enough to attend
00:14:54
◼
►
maybe wearing one of these shirts
00:14:56
◼
►
or an older ATP shirt, whatever.
00:14:57
◼
►
And of course, if you are an ATP member,
00:15:00
◼
►
don't forget to use your promo code.
00:15:02
◼
►
It is available on your member page.
00:15:03
◼
►
You go to ATP.fm/member,
00:15:05
◼
►
and right at the top of that page,
00:15:06
◼
►
you will see a section that says ATP store discount,
00:15:08
◼
►
and it will have a little code,
00:15:09
◼
►
and you can copy it and paste it into the thing.
00:15:11
◼
►
But this year we're trying something new.
00:15:14
◼
►
If you are logged into ATP.fm,
00:15:16
◼
►
like if you can go to your member page
00:15:17
◼
►
and see your membership account in your email,
00:15:19
◼
►
that means you're logged in.
00:15:20
◼
►
We know who you are.
00:15:21
◼
►
If you are logged into ATP.fm
00:15:22
◼
►
or if you log into ATP.fm to see your member page,
00:15:25
◼
►
and then you go to the store page
00:15:26
◼
►
and click through on any of these products,
00:15:28
◼
►
we will attempt to stick your discount code
00:15:31
◼
►
into your cart for you. - Oh, this is news.
00:15:34
◼
►
- If it doesn't work, just copy and paste it.
00:15:36
◼
►
Like the old ways always work,
00:15:38
◼
►
but what we're trying to avoid is a situation where people,
00:15:40
◼
►
oh, I forgot to copy and paste my discount code.
00:15:43
◼
►
And then we have to give them the discount retroactively,
00:15:45
◼
►
and it's a big hassle and everything, right?
00:15:47
◼
►
So try to remember to copy and paste the code,
00:15:49
◼
►
but if you don't, it should auto-populate.
00:15:51
◼
►
You'll be able to tell.
00:15:52
◼
►
It'll show when you're in the cart,
00:15:53
◼
►
when you do the checkout.
00:15:54
◼
►
If you see the promo code area,
00:15:56
◼
►
if there's something already filled in for you,
00:15:58
◼
►
that's because we got it by you being logged in.
00:16:00
◼
►
So again, you can go to ATP.fm,
00:16:02
◼
►
log into your thing, go to the store page,
00:16:05
◼
►
and then click through on any of the products,
00:16:06
◼
►
and we will try to put the discount code in your thing.
00:16:09
◼
►
And I guess bearing the lead here,
00:16:11
◼
►
how do you get all this stuff?
00:16:12
◼
►
ATP.fm/store.
00:16:15
◼
►
That's where all this stuff is.
00:16:16
◼
►
That's our landing page, ATP.fm/store.
00:16:19
◼
►
If you go there and you are logged into your member account
00:16:21
◼
►
and clicked through on any product,
00:16:22
◼
►
your discount code will be used.
00:16:24
◼
►
And if you aren't a member and want to join for one month
00:16:27
◼
►
to get a 15% discount, you can do so at ATP.fm/join.
00:16:32
◼
►
Just a couple of quick notes.
00:16:33
◼
►
First of all, this is still a cotton bureau behind the scenes
00:16:37
◼
►
so for Europeans, we genuinely are very sorry,
00:16:40
◼
►
but it is expensive.
00:16:41
◼
►
If it's not for you, if you don't want to buy this time,
00:16:44
◼
►
that's totally fine.
00:16:46
◼
►
It would also make us feel a little better
00:16:48
◼
►
if you did join at ATP.fm/join,
00:16:50
◼
►
but we don't have to do that either.
00:16:51
◼
►
But we get it, it's expensive.
00:16:53
◼
►
I understand, I'm sorry.
00:16:55
◼
►
We've been laying into cotton bureau constantly
00:16:57
◼
►
to ask them to open up a European office
00:16:59
◼
►
and they've told us maybe one day.
00:17:01
◼
►
So today is not that day.
00:17:02
◼
►
- Although one option since we are on WWDC season,
00:17:05
◼
►
I know this is very rare, but it has happened in the past.
00:17:08
◼
►
Sometimes if you are going to be,
00:17:10
◼
►
if you are living outside the US
00:17:11
◼
►
and you're going to be attending WWDC in person, lucky you,
00:17:15
◼
►
and you know somebody else who lives in the US
00:17:17
◼
►
who's also gonna be at WWDC, have them order it
00:17:20
◼
►
and then just meet up at WWDC.
00:17:21
◼
►
Like have them order it and ship it to themselves
00:17:23
◼
►
in the US with US shipping, and then just meet up at WWDC
00:17:26
◼
►
and have them give you your order
00:17:27
◼
►
and then just take it back with you when you fly home.
00:17:28
◼
►
- Well, and we wouldn't want to encourage our listeners
00:17:32
◼
►
to commit tax fraud, so check your local laws,
00:17:34
◼
►
but everyone does that.
00:17:35
◼
►
- I think they're gonna be prosecuted
00:17:36
◼
►
for ringing her one t-shirt.
00:17:38
◼
►
- Hey, Europe's been pretty aggressive recently.
00:17:40
◼
►
- Either way, definitely do what you think is best
00:17:43
◼
►
and what you think is right, but one way or another,
00:17:46
◼
►
this is my favorite part.
00:17:47
◼
►
You have until the 28th of April, Sunday,
00:17:50
◼
►
the 28th of April, ATP time.
00:17:53
◼
►
Here's the moment where you're driving or you're walking
00:17:57
◼
►
or you're somehow listening to us.
00:17:58
◼
►
And what you're gonna do is you're gonna use
00:17:59
◼
►
your turn signal because you're not an animal
00:18:02
◼
►
if you're driving, or you're just going to move yourself
00:18:05
◼
►
to the right-hand side or whatever of the walkway
00:18:08
◼
►
that you're on, pull over if you will,
00:18:10
◼
►
and you'll go to ATP.fm/store
00:18:12
◼
►
and you'll place that order right now.
00:18:13
◼
►
Why you place that order right now?
00:18:15
◼
►
Because every time, every single flippin' time,
00:18:19
◼
►
the store is closed for literally minutes or at most hours
00:18:23
◼
►
and somebody says, "Oh my God, I missed it.
00:18:25
◼
►
"I'm that one.
00:18:27
◼
►
"Casey has said this to me all these years
00:18:29
◼
►
"and now it's me, I'm that person."
00:18:31
◼
►
- It happens.
00:18:32
◼
►
- Don't do that, don't be that person.
00:18:34
◼
►
Stop what you're doing right now.
00:18:36
◼
►
Signal, get to the side of the road,
00:18:39
◼
►
use your turn signals please.
00:18:40
◼
►
If you're walking in Manhattan or something like that,
00:18:43
◼
►
be aggressive as you get over to the right-hand side
00:18:46
◼
►
because that's what you're supposed to do,
00:18:47
◼
►
but then get out of the damn way
00:18:49
◼
►
and go to ATP.fm/store, place your order,
00:18:51
◼
►
make sure you use your member's discount if applicable.
00:18:54
◼
►
Thank you so much.
00:18:55
◼
►
We will remind you of this next couple of weeks,
00:18:57
◼
►
but again, until Sunday the 28th.
00:19:00
◼
►
John, as always, thank you for all your work on this.
00:19:01
◼
►
I am very excited for this lineup.
00:19:03
◼
►
This is, I think, far and away
00:19:05
◼
►
the most different options we've had,
00:19:06
◼
►
both in terms of different items
00:19:09
◼
►
and in terms of flavors of each item.
00:19:11
◼
►
We're trying to do our best here
00:19:12
◼
►
to give you whatever options you want.
00:19:14
◼
►
- Try to diversify people's wardrobes.
00:19:16
◼
►
You won't just have podcast t-shirts,
00:19:17
◼
►
now you'll have podcast long sleeve t-shirts.
00:19:22
◼
►
- Podcast tank tops, podcast baseball hats,
00:19:24
◼
►
we got you covered.
00:19:25
◼
►
- Podcast the flamethrower. - Podcast the flamethrower.
00:19:27
◼
►
There we go, thank you, John.
00:19:30
◼
►
All right, let's do some follow-up.
00:19:32
◼
►
The unpatchable M-series exploit explanatory video.
00:19:36
◼
►
I don't know if this made the edit or not,
00:19:38
◼
►
but there was a link in the show notes
00:19:40
◼
►
where there was an explanatory video
00:19:42
◼
►
and in between the time that John had put it
00:19:44
◼
►
in the show notes and when I started getting
00:19:46
◼
►
the released version of the show notes ready,
00:19:49
◼
►
that video went private and I don't know,
00:19:51
◼
►
John, is this the same one that you would watch
00:19:53
◼
►
or a different one, but one way or another,
00:19:54
◼
►
we've got a video for you.
00:19:55
◼
►
- It is the same video.
00:19:56
◼
►
So I was so disappointed that it went private
00:19:58
◼
►
'cause I thought the video was great
00:19:59
◼
►
and sure enough, I clicked on it
00:19:59
◼
►
the last time we were recording.
00:20:01
◼
►
I'm like, ah, I don't know,
00:20:02
◼
►
maybe they took it down or something.
00:20:03
◼
►
But after the show, I'm like, I need to find that video.
00:20:06
◼
►
Because why would they have taken it down?
00:20:08
◼
►
And sure enough, it exists, it's on the same channel,
00:20:10
◼
►
it's the same exact video I was trying to link to.
00:20:12
◼
►
Maybe it was just something wrong with the video
00:20:13
◼
►
and YouTube doesn't let you update videos,
00:20:15
◼
►
you just have to delete it and make a new one.
00:20:17
◼
►
So anyway, we will have a link in the show notes.
00:20:19
◼
►
It is from the Molly Rocket channel.
00:20:21
◼
►
It describes what is known as the Go Fetch Attack
00:20:24
◼
►
on the M-series of System on the Chips.
00:20:28
◼
►
And it is a great video if you actually wanna know
00:20:32
◼
►
what is happening inside the chip.
00:20:34
◼
►
It is explained well enough that if you actually care,
00:20:37
◼
►
anybody can watch it and understand.
00:20:39
◼
►
And like I said, this is a specific instance
00:20:41
◼
►
of a common pattern of attacking chips,
00:20:44
◼
►
but this particular one is pretty weird.
00:20:46
◼
►
- Yeah, it is a very good video.
00:20:48
◼
►
It is an hour long, so buckle up.
00:20:50
◼
►
But it does a very good job.
00:20:51
◼
►
If you have even a passing knowledge of how computers
00:20:54
◼
►
and computer science works,
00:20:56
◼
►
I think it'll be very palatable and understandable.
00:20:58
◼
►
I know nothing about security-related things.
00:21:01
◼
►
And the person who hosts the video is coming at it
00:21:03
◼
►
from a microarchitecture perspective,
00:21:05
◼
►
not from a security perspective.
00:21:06
◼
►
And so they do a really good job of kind of distilling it
00:21:10
◼
►
down to the brass tacks, and it is very good.
00:21:13
◼
►
Hector Martin found the chicken bit.
00:21:15
◼
►
I've never even heard of a chicken bit before.
00:21:17
◼
►
This was news to me.
00:21:18
◼
►
So John, tell me about this.
00:21:20
◼
►
- The DMP-disabled chicken bit.
00:21:21
◼
►
So DMP is, I have that in here, what is it called?
00:21:26
◼
►
- Data Memory Dependent Prefecture.
00:21:27
◼
►
You have it like 10 lines down from where you're looking.
00:21:30
◼
►
- DMP is the feature that this security exploit is exploiting
00:21:34
◼
►
and chicken bits are bits in a silicon chip
00:21:38
◼
►
that allow you to disable some feature
00:21:40
◼
►
if you're not sure about it, right?
00:21:42
◼
►
So if you're designing a chip, you're like,
00:21:43
◼
►
well, we think this thing is, this feature is a good idea,
00:21:47
◼
►
but if there's ever any problem with it,
00:21:48
◼
►
like it has a performance problem or there's a bug
00:21:50
◼
►
or there's a security flaw, if you just flip this bit,
00:21:53
◼
►
the chip will just disable that entire feature.
00:21:55
◼
►
So apparently there is a chicken bit for DMP.
00:21:59
◼
►
Hector Martin found it.
00:22:00
◼
►
This is from a post I'm asking, I think.
00:22:03
◼
►
He says, one interesting finding is that the DMP
00:22:06
◼
►
is already disabled in EL2 and presumably EL1.
00:22:09
◼
►
It only works in EL0.
00:22:11
◼
►
So the EL things are exception levels
00:22:14
◼
►
in the ARM microarchitecture.
00:22:16
◼
►
This is from a page that we'll link.
00:22:18
◼
►
The ARMv8 architecture defines four exception levels,
00:22:20
◼
►
EL0 to EL3, where EL3 is the highest exception level
00:22:23
◼
►
with the most execution privilege.
00:22:25
◼
►
And here's the common usage.
00:22:26
◼
►
EL0 is where applications run.
00:22:28
◼
►
EL1 is for OS kernels and associated functions
00:22:31
◼
►
that are typically described as privileged.
00:22:32
◼
►
EL2 is the hypervisor and EL3 is secure monitor.
00:22:35
◼
►
I don't even know what that is,
00:22:37
◼
►
but that's what the webpage said.
00:22:38
◼
►
So apparently DMP, this data memory dependent prefetcher
00:22:43
◼
►
is disabled for the kernel.
00:22:46
◼
►
So what Hector says is,
00:22:47
◼
►
it looks like the CPU designers already had some idea
00:22:51
◼
►
that it is a security liability
00:22:53
◼
►
and chose to hard disable it in kernel mode.
00:22:55
◼
►
That means kernel mode crypto on Linux
00:22:56
◼
►
is already intrinsically safe.
00:22:58
◼
►
And this data memory dependent prefetcher
00:23:02
◼
►
is a cache prefetcher that looks at cache memory content
00:23:05
◼
►
for possible pointer values and prefetches data
00:23:08
◼
►
at those locations in the cache
00:23:09
◼
►
if it sees memory access patterns
00:23:10
◼
►
that suggests that would be useful.
00:23:12
◼
►
So it looks at a number and says,
00:23:14
◼
►
that number looks like it might be a pointer.
00:23:16
◼
►
I should go treat it as a pointer
00:23:18
◼
►
and grab the data that's at that location.
00:23:21
◼
►
And if you watch the video,
00:23:22
◼
►
you'll see how that's exploited to detect
00:23:24
◼
►
what another process is doing on the CPU.
00:23:27
◼
►
There's some more stuff that other people turned up about DMP
00:23:29
◼
►
like there's a, aside from the chicken bit for disabling it,
00:23:33
◼
►
there's like a command I think on the M3
00:23:34
◼
►
where you can just turn it off.
00:23:36
◼
►
Like you would imagine on the M3,
00:23:37
◼
►
you could turn off the MP, do your encryption stuff
00:23:40
◼
►
and then turn it back on to like avoid this issue.
00:23:41
◼
►
But I think the M1 and M2 don't have that command.
00:23:44
◼
►
They just have this chicken bit
00:23:45
◼
►
which disables it entirely in particular modes.
00:23:48
◼
►
So anyway, CPU designers are fairly conservative
00:23:53
◼
►
and cautious and that's why things
00:23:55
◼
►
that are quote unquote unpatchable
00:23:57
◼
►
usually have some kind of work around.
00:23:59
◼
►
Sometimes the work arounds have performance problems.
00:24:01
◼
►
Sometimes the work arounds are painful and annoying
00:24:04
◼
►
and require software changes.
00:24:05
◼
►
But usually there's something that can be done
00:24:08
◼
►
and I'm assuming Apple is,
00:24:10
◼
►
I don't think Apple's commented on this at all.
00:24:12
◼
►
But since it is better in the M3
00:24:14
◼
►
than it was in the M2 and M1,
00:24:15
◼
►
maybe they already knew about it
00:24:16
◼
►
and they have these bits to deal with.
00:24:18
◼
►
So hopefully OS updates will help with this in the future.
00:24:22
◼
►
A lot of people wrote in last episode
00:24:24
◼
►
and they did so because they were trying to help.
00:24:27
◼
►
And there's a charitable read on this
00:24:30
◼
►
which is that they are all members
00:24:32
◼
►
who have gone to in the past atp.fm/join
00:24:35
◼
►
and they were listening to the bootleg
00:24:37
◼
►
which does not have robust show notes.
00:24:39
◼
►
But one way or another, a lot of people wrote in to say,
00:24:42
◼
►
and Alan Pope was one of the first,
00:24:44
◼
►
last episode you guys briefly mentioned
00:24:45
◼
►
weird square monitors.
00:24:46
◼
►
I wonder if the LG dual up 28 inch 16 by 18 ratio display
00:24:49
◼
►
may be the one you were thinking of.
00:24:51
◼
►
And I said verbally on the show,
00:24:54
◼
►
oh there's that one weird squarish monitor
00:24:56
◼
►
that people have been talking about recently
00:24:59
◼
►
and then I kind of let it go.
00:25:00
◼
►
But during the course of the recording of that episode,
00:25:03
◼
►
I think somebody in the chat room found it
00:25:04
◼
►
and I put the link in the show notes.
00:25:06
◼
►
So the uncharitable read is none of you,
00:25:09
◼
►
pains in my butt, clicked on the,
00:25:11
◼
►
looked at the show notes to see that it was already there.
00:25:13
◼
►
But the charitable read is you're just all bootleg listeners.
00:25:15
◼
►
So anyways, we will put it in this episode
00:25:19
◼
►
show notes as well.
00:25:20
◼
►
But it was indeed the LG dual up 28 inch
00:25:24
◼
►
that I was thinking of.
00:25:25
◼
►
- You know, it's an audio podcast.
00:25:26
◼
►
People aren't looking at the show notes.
00:25:27
◼
►
Although I have to say,
00:25:28
◼
►
I don't know why I continue to be fooled by this,
00:25:30
◼
►
but did I complain about this show already?
00:25:33
◼
►
I don't think I did.
00:25:34
◼
►
I was listening to a famous podcast,
00:25:36
◼
►
The Shower Rain, named this mostly
00:25:37
◼
►
because I can't remember what it was.
00:25:39
◼
►
And they were talking,
00:25:40
◼
►
they were talking out,
00:25:41
◼
►
but it's a really popular podcast
00:25:43
◼
►
and they were talking at length about--
00:25:44
◼
►
- Security through forgetfulness.
00:25:45
◼
►
- Yeah, about an image that they were looking at.
00:25:47
◼
►
And they're like, don't worry, this image will be,
00:25:49
◼
►
you'll be able to see it.
00:25:50
◼
►
Like, and there was actually two versions of this image
00:25:52
◼
►
says don't worry, we'll put the more detailed versions
00:25:54
◼
►
of this image if you just go to our webpage
00:25:56
◼
►
and they gave a URL and they're like,
00:25:58
◼
►
in your podcast player, like right now,
00:25:59
◼
►
we're looking at it and you can't see it,
00:26:00
◼
►
but like by the time the podcast goes up,
00:26:02
◼
►
you'll be able to see this image.
00:26:03
◼
►
So everyone go and look at this image right now.
00:26:05
◼
►
And let me tell you, I tried to find that image.
00:26:08
◼
►
The URL they read had nothing on it.
00:26:10
◼
►
Notes in the podcast client, absolutely nothing.
00:26:12
◼
►
And when I say nothing,
00:26:13
◼
►
I don't mean there was nothing there.
00:26:14
◼
►
I mean, it was a bunch of like SEO garbage come on,
00:26:18
◼
►
like just random generic texts
00:26:20
◼
►
that had nothing to do with the episode, right?
00:26:22
◼
►
Like you see sometimes in YouTube videos
00:26:23
◼
►
where every single YouTube video in a channel
00:26:24
◼
►
will have the same garbage tech pasted into the description.
00:26:27
◼
►
That has nothing to do with the video.
00:26:29
◼
►
They spent so long talking about this image.
00:26:31
◼
►
No chapter images, no show notes, website had nothing on it.
00:26:35
◼
►
No URL I could go to, go to the top level of the website,
00:26:37
◼
►
try to find the thing, Google, whatever.
00:26:39
◼
►
I don't know what it is with podcasts.
00:26:42
◼
►
Like they have 60 people, a person's staff
00:26:44
◼
►
making their podcast and they can't put an image
00:26:47
◼
►
in show notes, so anyway, this link will be in the show notes.
00:26:50
◼
►
- There are two different worlds of podcasting.
00:26:52
◼
►
Like there's probably more than that honestly,
00:26:53
◼
►
but like there's at least two different worlds of podcasting.
00:26:55
◼
►
The first world of podcasting is these high production,
00:27:00
◼
►
high staff, high budget shows.
00:27:03
◼
►
They're all hosted on megaphone, they're all using DAI,
00:27:07
◼
►
they're all using the same backend tools,
00:27:09
◼
►
they all have these big productions
00:27:11
◼
►
and so they put huge amounts of money
00:27:13
◼
►
into the usually writing and editing
00:27:17
◼
►
and production of the podcast.
00:27:20
◼
►
But then all of these basics of the podcasting format,
00:27:23
◼
►
they don't ever participate in.
00:27:26
◼
►
They've never used good show notes,
00:27:28
◼
►
which are very easy to do.
00:27:30
◼
►
Their tools don't even support them, they don't care.
00:27:34
◼
►
They certainly have never used chapters.
00:27:36
◼
►
Back in the day it's because they didn't know they existed.
00:27:39
◼
►
Now they probably still don't know they exist,
00:27:41
◼
►
but now their DAI tools like megaphone don't support.
00:27:44
◼
►
Like on the Vergecast, which is actually a pretty good show,
00:27:46
◼
►
I enjoy it, but on the Vergecast,
00:27:48
◼
►
they were just complaining this week
00:27:50
◼
►
how megaphone doesn't support chapters
00:27:51
◼
►
and they keep getting requests from listeners
00:27:52
◼
►
to add chapters and it must be hard to add chapters.
00:27:57
◼
►
DAI tools splice ads into the file.
00:28:01
◼
►
So what they were saying was,
00:28:03
◼
►
oh it must be hard to add them
00:28:04
◼
►
because you don't know how long the ads are, which is true.
00:28:07
◼
►
One of the ways DAI makes everything worse for everybody
00:28:11
◼
►
is that timestamps are no longer consistent
00:28:13
◼
►
between downloads because the ads that are injected
00:28:16
◼
►
into each download could be different durations.
00:28:18
◼
►
So if you are trying to say share a clip of a podcast
00:28:21
◼
►
at a certain timestamp, you don't really have a way to know
00:28:25
◼
►
whether someone else's future download of that episode
00:28:28
◼
►
will have the timestamp lining up with the content
00:28:31
◼
►
that you want because it might have had
00:28:33
◼
►
a different length ad inserted before it than what you have.
00:28:36
◼
►
But the thing is they know this at download time.
00:28:38
◼
►
You know where chapters are?
00:28:40
◼
►
In the MP3, in the header.
00:28:43
◼
►
You know what you have to modify
00:28:44
◼
►
when you use DAI to splice an MP3?
00:28:48
◼
►
So they're already, well, they don't always modify
00:28:51
◼
►
the header but you're supposed to.
00:28:52
◼
►
It makes certain things work better.
00:28:54
◼
►
But the early DAI platforms did a very bad job
00:28:58
◼
►
'cause MP3s are so easy you can just kind of
00:28:59
◼
►
stick them together and they work.
00:29:01
◼
►
But anyway, so the point is at serving time,
00:29:05
◼
►
they know what they're putting into the MP3
00:29:07
◼
►
so they can just offset the timestamps
00:29:10
◼
►
of the chapter markers in the file
00:29:12
◼
►
to account for the ads they're inserting at that time
00:29:15
◼
►
as they write the header of the file.
00:29:17
◼
►
- That sounds like it might involve addition though.
00:29:19
◼
►
- Yeah, or maybe subtraction.
00:29:20
◼
►
It depends on how you're doing it.
00:29:21
◼
►
- Yeah, I don't know if computers can do that.
00:29:23
◼
►
- Yeah, either way, it's so easy.
00:29:26
◼
►
The only reason they don't do it is that
00:29:28
◼
►
the people who write these tools
00:29:30
◼
►
don't even know chapters exist.
00:29:31
◼
►
And I understand from the point of view
00:29:33
◼
►
of a big podcast publisher,
00:29:35
◼
►
regular people don't want this, we don't need this.
00:29:38
◼
►
But I cannot tell you, first of all,
00:29:40
◼
►
how many regular people do find it useful.
00:29:43
◼
►
That's why things like YouTube support chapters.
00:29:46
◼
►
There's a reason they added chapters
00:29:48
◼
►
that people find useful.
00:29:48
◼
►
Second of all, everybody always comes up
00:29:52
◼
►
with some crazy idea for some new podcast spec
00:29:56
◼
►
that we should all implement for something
00:29:58
◼
►
that can be solved already with chapters
00:30:00
◼
►
we've had for like 20 years.
00:30:01
◼
►
It's like, there's so many,
00:30:03
◼
►
you wouldn't believe how many pitches I've heard
00:30:05
◼
►
for some new standard.
00:30:06
◼
►
We're gonna make this new standard, it's gonna be great.
00:30:08
◼
►
We're gonna have the ability to show timed metadata
00:30:12
◼
►
during playback of a podcast.
00:30:15
◼
►
- And guess what, we can do that already.
00:30:17
◼
►
We can show timed images, timed links, timed text,
00:30:20
◼
►
all of that with specs that already exist
00:30:22
◼
►
and are supported by pretty much every podcast app out there,
00:30:25
◼
►
including Apple Podcasts.
00:30:27
◼
►
So that already, but no one knows.
00:30:29
◼
►
And then third of all, it blows my mind,
00:30:32
◼
►
why don't they do this for their own commercial gain?
00:30:35
◼
►
When they insert an ad,
00:30:37
◼
►
why don't they insert the image of the sponsor
00:30:40
◼
►
with a link right there as a chapter?
00:30:41
◼
►
I don't understand, like,
00:30:43
◼
►
there's reasons they would benefit directly from it.
00:30:46
◼
►
But I think ultimately the cause of all of this
00:30:49
◼
►
is that there's always been this
00:30:51
◼
►
kind of underlying problem in big podcasting.
00:30:57
◼
►
It started out as kind of a disrespect of the medium
00:30:59
◼
►
that for a long time podcasts were so looked down upon,
00:31:03
◼
►
similar to how blogs were looked down upon by old media,
00:31:07
◼
►
podcasts were so looked down upon
00:31:08
◼
►
that people would put podcasts out there
00:31:11
◼
►
and then make a point of saying, "I don't listen to podcasts."
00:31:14
◼
►
As if that was some kind of bragging thing.
00:31:16
◼
►
Like, imagine if you wrote books for a living
00:31:19
◼
►
and you said, "Oh, I don't read."
00:31:21
◼
►
Like, that's ridiculous,
00:31:22
◼
►
but podcasting was looked down upon,
00:31:24
◼
►
so there was this kind of attitude from early on
00:31:26
◼
►
among big companies and big publishers
00:31:28
◼
►
and even big media people of like,
00:31:30
◼
►
"Oh, I don't listen to podcasts.
00:31:31
◼
►
"I'll put a podcast out there
00:31:32
◼
►
"'cause I wanna take everyone's time and money,
00:31:34
◼
►
"but I don't listen to podcasts."
00:31:35
◼
►
And what that resulted in over time
00:31:37
◼
►
is a lot of that kind of big podcasting industry stuff,
00:31:41
◼
►
a lot of those people and the tech stacks
00:31:44
◼
►
and all the stuff that we built upon
00:31:47
◼
►
comes from people who don't really listen to podcasts.
00:31:52
◼
►
First, there was a disrespect to the medium.
00:31:54
◼
►
Now, I think the disrespect is gone now,
00:31:55
◼
►
but now it's just like more of an unfamiliarity
00:31:58
◼
►
with the medium.
00:31:59
◼
►
And so the people who make these tools
00:32:01
◼
►
have no clue that any of these options exist.
00:32:04
◼
►
So then that's one world of podcasting.
00:32:07
◼
►
That world of podcasting thinks
00:32:10
◼
►
it is the only world of podcasting.
00:32:11
◼
►
This is a separate problem.
00:32:13
◼
►
Shows up in a lot of different ways.
00:32:14
◼
►
But those people who make and listen to those kind of shows
00:32:18
◼
►
typically think that's all of podcasting.
00:32:21
◼
►
And the wonderful thing about this medium
00:32:22
◼
►
is that it's such a bigger medium than that
00:32:24
◼
►
and there's all these other shows out there
00:32:26
◼
►
like what we make and what a bunch of people we know make
00:32:28
◼
►
and what millions of people we don't know make.
00:32:31
◼
►
It is a huge, wonderful world
00:32:33
◼
►
and the rest of us can have things like show notes
00:32:37
◼
►
and links and chapters and artwork
00:32:41
◼
►
and we can enjoy these technologies
00:32:43
◼
►
and the rest of the podcast world
00:32:45
◼
►
will never know about them
00:32:47
◼
►
and they are doing their listeners
00:32:48
◼
►
and themselves a great disservice,
00:32:50
◼
►
but we will never convince them to use them
00:32:52
◼
►
because they don't even think we exist.
00:32:54
◼
►
- It makes me wonder what the people on the show,
00:32:55
◼
►
like all the hosts of the show seem sure
00:32:58
◼
►
that they knew not only that this image would be linked,
00:33:01
◼
►
but that they knew the URL to it and they were wrong.
00:33:04
◼
►
They were entirely wrong.
00:33:05
◼
►
So maybe they've never looked at their own podcast
00:33:07
◼
►
and don't realize that the people who produce their show
00:33:09
◼
►
stop as soon as the audio is done
00:33:10
◼
►
and never do another thing after that,
00:33:12
◼
►
but anyway, frustrating.
00:33:14
◼
►
I never did find the image.
00:33:15
◼
►
The end of the story is I never did find it.
00:33:17
◼
►
If it's on the internet, I literally could not find it
00:33:20
◼
►
because so much of the show was looking at this image
00:33:23
◼
►
and making jokes about it or whatever, couldn't find it.
00:33:25
◼
►
- You know what I would have done in your shoes,
00:33:27
◼
►
which is ridiculous that this is how
00:33:29
◼
►
I would have solved the problem,
00:33:30
◼
►
but I probably would have found the subreddit
00:33:32
◼
►
for that particular podcast because you said it was popular
00:33:35
◼
►
and I guarantee, and I mean, rolling your eyes about Reddit,
00:33:38
◼
►
I'm here for it, I get it, but I bet you anything
00:33:41
◼
►
that would have come up with the image,
00:33:43
◼
►
the people, the Redditors, what have you,
00:33:45
◼
►
in that subreddit would have come up with the image
00:33:47
◼
►
and made a thread about it and put a link up,
00:33:50
◼
►
all to do, all of this work to do something
00:33:52
◼
►
that should be table stakes.
00:33:53
◼
►
I don't know, occasionally I'll get asked,
00:33:57
◼
►
I can't think of a way to phrase this
00:33:58
◼
►
without sounding like I'm tooting my own horn here,
00:34:00
◼
►
but I'll get asked, how did you become successful
00:34:04
◼
►
at podcasting or how did you become successful
00:34:05
◼
►
at this or that and not to say I'm always successful,
00:34:07
◼
►
by any means, let's talk about fast text and my icon design,
00:34:10
◼
►
but occasionally I've gotten lucky
00:34:12
◼
►
and I've come up with something decent
00:34:15
◼
►
and the consistent thing that I think the three of us share
00:34:19
◼
►
in both this show and in our other endeavors
00:34:23
◼
►
is just giving a crap.
00:34:24
◼
►
Like, you'd be surprised that just by giving a crap,
00:34:29
◼
►
you're gonna be better than almost everyone around you.
00:34:31
◼
►
I feel like Marco, you've made this speech in the past,
00:34:33
◼
►
but just give a crap, just care,
00:34:36
◼
►
and you're already better than almost anyone around you.
00:34:39
◼
►
It's not table stakes, my friends, just care,
00:34:42
◼
►
just give a crap and you'll be so much better
00:34:45
◼
►
than almost everyone around you.
00:34:46
◼
►
- Yeah, and job interviews, competition,
00:34:48
◼
►
any place where you are competing with other people
00:34:50
◼
►
for professional success in some way,
00:34:53
◼
►
like if you just care, you will be ahead
00:34:56
◼
►
of the vast majority by a surprising and sad amount.
00:35:00
◼
►
- Yeah, just don't phone it in
00:35:02
◼
►
and you'll be toward the top of the pack.
00:35:04
◼
►
You may not be number one,
00:35:05
◼
►
but you'll be toward the top of the pack.
00:35:06
◼
►
Yes, I'm sure there's exceptions
00:35:08
◼
►
and the things that would prove that this isn't true,
00:35:12
◼
►
but by and large, just give a crap.
00:35:15
◼
►
That's all you need to do, just give a crap.
00:35:17
◼
►
Anyway, how did that happen?
00:35:18
◼
►
We got off on a tangent there.
00:35:19
◼
►
That's okay, though, it's accidental.
00:35:21
◼
►
- That's what happens when John
00:35:22
◼
►
doesn't find out an image in show notes. (laughs)
00:35:25
◼
►
(upbeat music)
00:35:26
◼
►
We are brought to you this episode by SwiftCraft.
00:35:29
◼
►
SwiftCraft is a brand new conference
00:35:31
◼
►
for Swift and iOS developers in the UK, Europe, and beyond.
00:35:35
◼
►
Running in May, that's next month,
00:35:38
◼
►
and it's set right by the sea
00:35:39
◼
►
with fantastic views across the English Channel,
00:35:41
◼
►
this event has the feel of a code retreat.
00:35:44
◼
►
If you like the windows of Syracuse County,
00:35:46
◼
►
I love an in-joke for our show,
00:35:48
◼
►
you're gonna love the windows at their venue.
00:35:50
◼
►
With 28 sessions and two keynotes
00:35:52
◼
►
over the two main conference days,
00:35:54
◼
►
a full day workshops day with three workshops,
00:35:57
◼
►
and tutorials day with eight half-day workshops,
00:36:00
◼
►
there's plenty of content to keep you engaged,
00:36:02
◼
►
educated, and entertained.
00:36:04
◼
►
What better time to focus on the craft of writing Swift
00:36:07
◼
►
than just before WWDC has us all chasing new APIs again?
00:36:11
◼
►
I love this focus, by the way,
00:36:12
◼
►
this is such a great idea, such great timing,
00:36:15
◼
►
and I love a conference at a beautiful venue.
00:36:17
◼
►
That to me is, if I'm gonna go to a conference,
00:36:19
◼
►
it has to have a nice view or some other nice venue
00:36:23
◼
►
because it's so much nicer that way.
00:36:25
◼
►
So, also some of the community's best speakers
00:36:27
◼
►
are on their schedule, led by keynotes
00:36:29
◼
►
from Daniel Steinberg and Jessica Kerr,
00:36:31
◼
►
better known as Jessatron.
00:36:32
◼
►
Daniel's running a workshop too,
00:36:34
◼
►
along with Paul Hudson and John Reed.
00:36:36
◼
►
So check out the full program at swiftcraft.uk
00:36:40
◼
►
and use code ATP when you come to register for 10% off.
00:36:44
◼
►
So once again, swiftcraft.uk,
00:36:47
◼
►
use code ATP for registration for 10% off.
00:36:51
◼
►
Thank you so much to Swiftcraft for, first of all,
00:36:53
◼
►
hosting a beautiful conference and beautiful venue,
00:36:55
◼
►
again, love that, and also for sponsoring our show.
00:36:58
◼
►
(upbeat music)
00:37:02
◼
►
Matthias Woolard writes,
00:37:03
◼
►
"Regarding the rumor of an M3 family chip
00:37:05
◼
►
"with no efficiency cores,
00:37:07
◼
►
"having some efficiency cores makes sense,
00:37:10
◼
►
"since for highly threaded, multi-threaded tasks,
00:37:13
◼
►
"an efficiency core can do more compute per transistor
00:37:16
◼
►
"than a power core."
00:37:17
◼
►
Tell me about this, John.
00:37:18
◼
►
- Yeah, that was one point
00:37:19
◼
►
that we didn't bring up the last time,
00:37:21
◼
►
like, oh, well, why do you need efficiency cores?
00:37:22
◼
►
You don't need to save energy.
00:37:23
◼
►
Well, if your job is massively multi-threaded,
00:37:26
◼
►
more cores are better, and as Sperson points out,
00:37:31
◼
►
if you just have something that's a simple job
00:37:34
◼
►
that doesn't require a power core,
00:37:35
◼
►
that power core is wasted doing that job,
00:37:37
◼
►
but you can do more compute per transistor
00:37:40
◼
►
with an efficiency core than a power core.
00:37:42
◼
►
So there's that.
00:37:43
◼
►
I mean, historically, especially for the Mac Pro,
00:37:44
◼
►
Apple has always offered their top-end thing,
00:37:47
◼
►
their top-end chip in the Mac Pro in the past decade or so,
00:37:50
◼
►
has always been the one with the most cores,
00:37:53
◼
►
and that one usually actually is slower in single core,
00:37:56
◼
►
especially in the old days,
00:37:57
◼
►
but it makes up for it for being massively multi-core.
00:37:59
◼
►
So that is a role efficiency cores could play
00:38:03
◼
►
in a hypothetical, bigger-than-two-M3-Maxes-stuck-together chip
00:38:08
◼
►
in the Mac Studio or the Mac Pro.
00:38:11
◼
►
And on that topic, the Max Tech Channel on YouTube
00:38:14
◼
►
had a bunch of rumors about this upcoming chips,
00:38:19
◼
►
and the idea was that this new chip,
00:38:22
◼
►
they're still on the idea that it's not gonna be
00:38:24
◼
►
two M3-Maxes stuck together,
00:38:25
◼
►
it'll be an entirely new chip,
00:38:27
◼
►
and they're saying they think this new chip
00:38:28
◼
►
will be built on M3e,
00:38:30
◼
►
which if you've heard our show in past months,
00:38:32
◼
►
you know is the three nanometer fabbing process
00:38:35
◼
►
after the N3b process
00:38:37
◼
►
that the current M3 series chips are made with,
00:38:40
◼
►
and it will supposedly have higher yields.
00:38:42
◼
►
So if you have a process that has higher yields,
00:38:44
◼
►
that's good if you're gonna make a bigger chip,
00:38:46
◼
►
because the bigger the chip you make,
00:38:47
◼
►
the more chance you have to have errors in the chip.
00:38:50
◼
►
And this was presented as a possibility
00:38:54
◼
►
to avoid the situation where Apple rolls out new M chips,
00:38:59
◼
►
like the M3 and the M3 Pro and the M3 Max,
00:39:04
◼
►
but the quote unquote high-end chips
00:39:07
◼
►
are still last year's model.
00:39:08
◼
►
So right now, if you buy a Mac Studio,
00:39:09
◼
►
it doesn't have an M3 anything in it,
00:39:11
◼
►
it's got an M2 something in it.
00:39:13
◼
►
And same thing with the Mac Pro,
00:39:14
◼
►
it has M2 something in it.
00:39:16
◼
►
And when the M3 Max is so powerful,
00:39:18
◼
►
in some tests it can best the supposedly better Pro Max,
00:39:22
◼
►
because the lower end computers have the M3 chip,
00:39:26
◼
►
but the higher end ones don't.
00:39:27
◼
►
Now, one way to solve that would be
00:39:29
◼
►
release the chips closer to each other.
00:39:30
◼
►
So yeah, you release the M3, then the M3 Pro,
00:39:33
◼
►
then the Max, then the Ultra, then the Extreme.
00:39:35
◼
►
If you do that in fairly short succession
00:39:37
◼
►
within the course of a few months, nobody really cares.
00:39:38
◼
►
But if you leave the Studio and the Mac Pro languishing
00:39:41
◼
►
with the M2 chips for a long period of time,
00:39:43
◼
►
makes them look kind of crappy
00:39:44
◼
►
and makes them look less attractive.
00:39:46
◼
►
I don't know if Apple cares about that,
00:39:48
◼
►
that was just a theory presented here.
00:39:49
◼
►
And that theory was presented in the context of saying,
00:39:53
◼
►
and maybe at WWC presumably,
00:39:55
◼
►
when Apple comes out with the new Mac Studio and Mac Pro,
00:39:58
◼
►
the chip that's in them will be a brand new chip
00:40:01
◼
►
that we haven't seen before,
00:40:03
◼
►
not two M3 Maxes stuck together, right?
00:40:06
◼
►
And they'll actually call it M4,
00:40:08
◼
►
because it'll be made with the M3e process,
00:40:10
◼
►
and the M3e process is not compatible
00:40:12
◼
►
with the M3b designs, right?
00:40:14
◼
►
So if they're gonna fab something in M3,
00:40:16
◼
►
they have to redesign anyway.
00:40:19
◼
►
Names like M3 and M3r are marketing decisions,
00:40:21
◼
►
have nothing to do with technology really,
00:40:22
◼
►
it's just up to Apple what they do.
00:40:24
◼
►
So I'm not putting much stake in that.
00:40:26
◼
►
It would seem pretty weird for me to go,
00:40:28
◼
►
to skip the M3 generation for the high-end chips
00:40:30
◼
►
and go to M4, but maybe it'd be a marketing coup and say,
00:40:32
◼
►
"Hey, we, you know, they're leaping ahead
00:40:34
◼
►
'cause they're such great, you know,
00:40:36
◼
►
high-end chips for high-end Pro Max or whatever."
00:40:39
◼
►
Setting that aside, another topic that came up
00:40:41
◼
►
related to this in this discussions
00:40:43
◼
►
that we're having online since last week's episode,
00:40:46
◼
►
was the reticle limit,
00:40:47
◼
►
which is how big a thing can you make on a silicon wafer
00:40:52
◼
►
at three nanometers with TSMC's process?
00:40:55
◼
►
You can't make something like, you know,
00:40:57
◼
►
12 inches by 12 inches or whatever.
00:40:59
◼
►
Like there is a limit to how big a thing that you can make.
00:41:02
◼
►
You can make a bunch of them on a wafer,
00:41:03
◼
►
but each one of those things has a certain size
00:41:06
◼
►
and it can't be any bigger than that size
00:41:07
◼
►
due to the way they do the lithography
00:41:08
◼
►
with the extreme ultraviolet, blah, blah, blah, right?
00:41:12
◼
►
I don't know what the reticle limit is
00:41:15
◼
►
for TSMC's three nanometer process.
00:41:17
◼
►
The best I could find was somewhere online,
00:41:20
◼
►
somebody said 858 square millimeters.
00:41:23
◼
►
That's the best I could do.
00:41:25
◼
►
I couldn't find any authoritative,
00:41:26
◼
►
maybe it's secret proprietary information,
00:41:28
◼
►
maybe I'm just looking at the wrong websites.
00:41:29
◼
►
But anyway, 850 millimeters squared,
00:41:33
◼
►
probably in that ballpark.
00:41:34
◼
►
And to give a comparison,
00:41:35
◼
►
the plain old M3 is 146 millimeters squared.
00:41:38
◼
►
I think that is a official figure,
00:41:42
◼
►
or at least a measured figure or whatever.
00:41:43
◼
►
What I wanted to know is how big is the M3 max?
00:41:47
◼
►
How close is the M3 max to the reticle limit?
00:41:50
◼
►
Because if this rumor is they're gonna make a chip
00:41:52
◼
►
that's not two M3 maxes stuck together,
00:41:55
◼
►
but is itself a single bigger chip,
00:41:57
◼
►
how much bigger can it be?
00:41:59
◼
►
And again, this is just extrapolated from die shots
00:42:03
◼
►
I found on the internet, as in me measuring pixels
00:42:05
◼
►
and saying, okay, well, if the M3 is 146 millimeters squared
00:42:08
◼
►
and this is how big, if this is pictures to scale
00:42:10
◼
►
and this is a max next to an M3 next to a pro,
00:42:13
◼
►
how big are they?
00:42:14
◼
►
Here are my extrapolated values.
00:42:16
◼
►
I could not find official figures for this.
00:42:17
◼
►
If anyone knows, please tell me.
00:42:19
◼
►
M3 pro, 238 millimeters squared,
00:42:22
◼
►
M3 max, 522 millimeters squared,
00:42:24
◼
►
and then again, the theoretical reticle limit,
00:42:27
◼
►
858 millimeters squared.
00:42:29
◼
►
So the M3 max is not at the reticle limit,
00:42:33
◼
►
but it's not too far away, 500 to 800.
00:42:36
◼
►
Like there's room to be bigger,
00:42:38
◼
►
but not a huge amount more room.
00:42:39
◼
►
And I did find an Nvidia GH100 GPU
00:42:42
◼
►
that TSMC fabs on their 4N process,
00:42:45
◼
►
which is not the same as three nanometer,
00:42:46
◼
►
but anyway, their 4N process,
00:42:48
◼
►
and that is 814 millimeters squared.
00:42:51
◼
►
So by the way, the transistor sizes here is M3,
00:42:54
◼
►
25 billion, M3 pro, 37 billion, M3 max, 92 billion.
00:42:58
◼
►
And the big Nvidia thing is only 80 billion
00:43:01
◼
►
because it's on the 4N process, not on the three nanometer.
00:43:03
◼
►
So can Apple make a bigger single chip
00:43:07
◼
►
on TSMC's three nanometer process?
00:43:11
◼
►
I think yes.
00:43:12
◼
►
How much bigger?
00:43:13
◼
►
Well, the M3 max is 500-ish,
00:43:15
◼
►
and they could probably push up into the 800s.
00:43:17
◼
►
And after that, they can't make any single chip
00:43:21
◼
►
any bigger than that.
00:43:21
◼
►
We've talked in the past about chiplets
00:43:22
◼
►
and combining multiple ones,
00:43:23
◼
►
and of course there's the ultra fusion stick
00:43:25
◼
►
and things end to end,
00:43:27
◼
►
and they could make like a six or seven
00:43:29
◼
►
or 800 millimeter squared chip called the ultra
00:43:31
◼
►
and stick two of those together for the extreme,
00:43:34
◼
►
or it could just be two M3 maxes stuck together
00:43:37
◼
►
and they call it the ultra
00:43:38
◼
►
and it's in the pro in the studio.
00:43:39
◼
►
But that's boring, so I hope it doesn't happen.
00:43:42
◼
►
And I spent so long looking like,
00:43:43
◼
►
you know, remember we talked last week,
00:43:44
◼
►
like oh, did they just crop out the ultra fusion thing?
00:43:47
◼
►
I don't know.
00:43:49
◼
►
It's really easy to crop something out of,
00:43:50
◼
►
Apple itself cropped it out.
00:43:52
◼
►
Remember when the M1, you know,
00:43:54
◼
►
the M1, M1 pro, and M1 max came out?
00:43:56
◼
►
Apple itself cropped out the little interposer part.
00:43:59
◼
►
So when the ultra came out, they're like,
00:44:00
◼
►
look, we have the secret thing here, and blah, blah, blah.
00:44:02
◼
►
I just don't know if it's been cropped out
00:44:04
◼
►
of every picture I'm finding.
00:44:05
◼
►
It's really easy to crop things.
00:44:06
◼
►
So I'm sure this information has to be out there
00:44:10
◼
►
'cause people are cutting the tops off these chips
00:44:12
◼
►
and taking pictures and it's all written in Chinese
00:44:14
◼
►
and I can't read it.
00:44:15
◼
►
- All right, there are upcoming Apple layoffs
00:44:18
◼
►
affecting 700 or more workers,
00:44:20
◼
►
including Apple Car and MicroLED teams.
00:44:23
◼
►
From 9to5Mac, Apple's laying off more than 700 employees
00:44:26
◼
►
as the company has just canceled its Apple Car project
00:44:29
◼
►
and is also reconsidering the project
00:44:30
◼
►
to develop in in-house MicroLED displays.
00:44:34
◼
►
The layoffs became known after the company filed
00:44:36
◼
►
warn notices in the state of California.
00:44:39
◼
►
MacRumors adds, "Under California law,
00:44:40
◼
►
"employers must give employees and state representatives
00:44:42
◼
►
"a 60-day notice before a mass layoff event."
00:44:45
◼
►
So here we are.
00:44:46
◼
►
- Yeah, we didn't talk about the MicroLED thing recently.
00:44:49
◼
►
I think we talked about it ages ago
00:44:51
◼
►
with Apple looking into MicroLED displays
00:44:53
◼
►
for the Apple Watch to begin with.
00:44:55
◼
►
And to recap, MicroLEDs are very, very, very tiny LEDs,
00:45:00
◼
►
like the little LED lights that are annoying
00:45:02
◼
►
in your electronics that you cover up
00:45:04
◼
►
with little black pieces of tape.
00:45:06
◼
►
Those like a little colored LED.
00:45:07
◼
►
Imagine those, but very, very, very tiny.
00:45:10
◼
►
That's what these are,
00:45:11
◼
►
and it would be really cool display technology
00:45:13
◼
►
because unlike organic OLEDs or organic LEDs or OLEDs,
00:45:18
◼
►
they don't wear out as fast,
00:45:20
◼
►
so there would be less problems with image retention
00:45:22
◼
►
and potentially could get brighter, yada, yada, yada.
00:45:25
◼
►
It's also really hard to make
00:45:26
◼
►
because everything on it is really tiny.
00:45:27
◼
►
And Apple was apparently trying
00:45:30
◼
►
to make these displays itself
00:45:31
◼
►
rather than like buying them from Samsung or Sony
00:45:33
◼
►
or whoever else they buy display stuff from.
00:45:36
◼
►
And rumor was that a little while ago they said,
00:45:39
◼
►
"Yeah, we're giving up on that for now,"
00:45:40
◼
►
which is sad.
00:45:41
◼
►
I really want to see a MicroLED-based Apple Watch,
00:45:44
◼
►
but maybe Apple just found a supplier that can do it.
00:45:46
◼
►
But that's a small team.
00:45:48
◼
►
The car people I would imagine is the majority of this.
00:45:50
◼
►
You cancel the project.
00:45:51
◼
►
A lot of those people whose expertise has to do
00:45:54
◼
►
with car stuff probably don't have anything else
00:45:57
◼
►
they can do at Apple at this point.
00:45:59
◼
►
- Except maybe robotics, who knows?
00:46:02
◼
►
One way or another, Apple has struck a deal
00:46:04
◼
►
with Shutterstock to license millions of images
00:46:07
◼
►
for AI training.
00:46:09
◼
►
From 9to5Mac, Reuters reports that Apple struck a deal
00:46:12
◼
►
to license millions of images owned by Shutterstock,
00:46:14
◼
►
a stock image site.
00:46:15
◼
►
The value of the deal is likely in the $25 to $50 million
00:46:20
◼
►
range and was said to have been signed
00:46:23
◼
►
in the months following the release of ChatGPT in late 2022.
00:46:26
◼
►
Apparently multiple other big tech firms
00:46:28
◼
►
have made similar deals with Shutterstock,
00:46:29
◼
►
including Meta, Google, and Amazon.
00:46:32
◼
►
- We talked about this when the New York Times
00:46:33
◼
►
did something similar.
00:46:34
◼
►
This is just a smart thing to do if you are a big company
00:46:37
◼
►
with a lot to lose and you have a lot of money
00:46:40
◼
►
and you're not sure about the legal landscape
00:46:42
◼
►
in terms of training your AI models on YouTube videos
00:46:46
◼
►
that you scraped from Google or images that you downloaded
00:46:49
◼
►
from the internet, you can just pay somebody and say,
00:46:52
◼
►
you have the rights to these images.
00:46:54
◼
►
Will you sell us the rights to train our AI models on them?
00:46:56
◼
►
And they apparently gladly will for a handful
00:46:59
◼
►
of million dollars, which is pocket change to Apple,
00:47:01
◼
►
but it is priceless when it comes time to justify
00:47:04
◼
►
the legality of your AI model.
00:47:07
◼
►
- Indeed, and then finally for follow-up this week,
00:47:10
◼
►
here's our first look at Apple's in the box
00:47:12
◼
►
iPhone updating machine.
00:47:13
◼
►
So for context, it's really crummy when you pick up
00:47:17
◼
►
an iPhone and you get it home or maybe you're in the store
00:47:22
◼
►
and you wanna set it up and do a transfer
00:47:24
◼
►
and so on and so forth and the iPhone comes out of the box
00:47:26
◼
►
and says, ah, nope, you're gonna have to update me first.
00:47:29
◼
►
No fun, and so we had heard a while ago
00:47:31
◼
►
that they were working on a mechanism by which
00:47:35
◼
►
they could update an iPhone in a sealed box.
00:47:39
◼
►
Well, apparently this thing is real and so according
00:47:42
◼
►
to Bloomberg's Mark Gurman, Presto, which is the name of it,
00:47:45
◼
►
uses MagSafe and other wireless technologies
00:47:48
◼
►
to turn the phone on, apply the update,
00:47:49
◼
►
and turn it off again.
00:47:50
◼
►
An earlier report from iGeneration also mentions
00:47:52
◼
►
that the machines are connected to specific servers
00:47:54
◼
►
that can access software updates 24 hours ahead
00:47:56
◼
►
of their general release.
00:47:58
◼
►
Gurman says that Presto machines are unlimited testing
00:48:00
◼
►
in the US with a wide deployment plan for April.
00:48:02
◼
►
So if you buy a new iPhone from Apple after April
00:48:04
◼
►
and it comes with the latest OS version installed
00:48:06
◼
►
in the box, you'll know you have Presto to thank.
00:48:08
◼
►
Marco, there is a very important image associated with this.
00:48:11
◼
►
Where will users be able to share,
00:48:13
◼
►
listeners be able to find this image?
00:48:15
◼
►
- Directly on your podcast app right now is Chapter Art
00:48:18
◼
►
and also in the show notes.
00:48:20
◼
►
- Imagine that.
00:48:21
◼
►
I'm so proud of us.
00:48:23
◼
►
You know, you just gotta give a crap.
00:48:24
◼
►
That's all it takes.
00:48:25
◼
►
- It's so easy.
00:48:27
◼
►
(upbeat music)
00:48:27
◼
►
We are brought to you this week by Trade Coffee.
00:48:30
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You can discover the best coffee suited to your taste.
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And it's not too early to begin thinking
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of the perfect gift for mom, dad, graduates,
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or your best friend getting married this season.
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It is wonderful.
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Fresh roasted coffee is key to making great coffee.
00:49:18
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It's so much more important than like,
00:49:19
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what kind of coffee maker you have
00:49:21
◼
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or what your brewing method is.
00:49:22
◼
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Fresh roasted coffee is the most important factor.
00:49:25
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I'm a huge coffee nerd, I've always said this,
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and Trade is great to get you fresh roasted coffee,
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whatever you like in coffee, however you need it,
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00:49:35
◼
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it's all customizable.
00:49:36
◼
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They ship you fresh roasted coffee
00:49:38
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from roasters all across the country.
00:49:40
◼
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So you get a nice variety,
00:49:42
◼
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but because they have their in-house team of coffee experts
00:49:45
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profiling everything they get,
00:49:46
◼
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they send you only what you're going to like.
00:49:48
◼
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And you can of course give feedback and everything,
00:49:50
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00:49:52
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00:49:55
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00:49:57
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That's www.drinktrade.com/atp for a free bag
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00:50:11
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One more time, that's www.drinktrade.com/atp.
00:50:15
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Thank you so much to Trade Coffee
00:50:18
◼
►
for keeping me caffeinated and for sponsoring our show.
00:50:21
◼
►
(upbeat music)
00:50:24
◼
►
- I had a very interesting week over the last week.
00:50:27
◼
►
Everything's fine.
00:50:29
◼
►
- That's a great way to start.
00:50:30
◼
►
- Yeah, nobody's in trouble, everybody's fine.
00:50:32
◼
►
Everything's fine.
00:50:33
◼
►
Last week, all three of us to varying degrees
00:50:35
◼
►
were very blase at best
00:50:39
◼
►
and kind of really grumpy at worst
00:50:41
◼
►
about the state of Vision Pro and VisionOS.
00:50:44
◼
►
And I stand by everything that,
00:50:47
◼
►
at least that I said last week,
00:50:49
◼
►
and yet I kind of want to take it all back
00:50:51
◼
►
because over the last week,
00:50:53
◼
►
I have had three different experiences.
00:50:56
◼
►
One is kind of related,
00:50:58
◼
►
that I wouldn't say have changed my mind
00:51:00
◼
►
about the Vision Pro,
00:51:01
◼
►
but have really shaped or changed,
00:51:04
◼
►
I guess changed my mind and certainly my opinions
00:51:07
◼
►
to a degree about what the Vision Pro is
00:51:08
◼
►
and what it's all about.
00:51:09
◼
►
So I, shortly after recording,
00:51:12
◼
►
I spent some time with our friend, Mike Hurley,
00:51:15
◼
►
of Upgrade and Connected and many other shows,
00:51:18
◼
►
including Analog for that matter.
00:51:19
◼
►
I spent some time with Mike
00:51:20
◼
►
doing a Spatial Persona FaceTime call,
00:51:22
◼
►
which was a little bit frustrating at first
00:51:24
◼
►
because I connected via FaceTime
00:51:26
◼
►
and I hadn't yet updated my persona
00:51:28
◼
►
for VisionOS 1.1 or whatever it is.
00:51:30
◼
►
And I couldn't do a FaceTime call with personas
00:51:34
◼
►
and I don't recall the specifics,
00:51:36
◼
►
but it was like, it wouldn't,
00:51:38
◼
►
it really, the VisionOS took away my old persona.
00:51:43
◼
►
Like it's not that they just let it hang out,
00:51:45
◼
►
it just erased my original 1.0 persona
00:51:48
◼
►
and I needed to create a new one.
00:51:49
◼
►
But as with so many things,
00:51:51
◼
►
the error messaging about that was very vague
00:51:53
◼
►
and not very actionable, but eventually I figured it out.
00:51:55
◼
►
So I did Spatial Personas with Mike.
00:51:58
◼
►
As it turns out, this past Monday,
00:52:00
◼
►
I was on Upgrade because Jason
00:52:02
◼
►
was chasing waterfalls, eclipses.
00:52:05
◼
►
And so I stood in for Jason
00:52:06
◼
►
and we talked, Mike and I, about this.
00:52:08
◼
►
And so I'll refer you to that show
00:52:10
◼
►
if you wanna hear the long, long version of this story.
00:52:12
◼
►
But the short, short version is it's unreal.
00:52:15
◼
►
Leaving aside the fact that Mike's Spatial Persona
00:52:18
◼
►
or Mike's persona, his mouth doesn't move
00:52:20
◼
►
when he talks because his mustache apparently is too bushy
00:52:24
◼
►
for the cameras to see when his mouth is moving.
00:52:26
◼
►
- Has he ever considered the fact
00:52:27
◼
►
that maybe people can't see his mouth move
00:52:30
◼
►
because his mustache is too bushy?
00:52:32
◼
►
Like it's an accurate representation of reality?
00:52:34
◼
►
He should look in the mirror and talk
00:52:35
◼
►
and see if he can see his mouth moving.
00:52:36
◼
►
- Yeah, that's something I'm sure he'll try
00:52:38
◼
►
and take that on as homework.
00:52:39
◼
►
But one way or another, that is extremely disconcerting
00:52:42
◼
►
and you never really get used to that.
00:52:44
◼
►
But, leaving that aside, his persona visually,
00:52:48
◼
►
when he's not talking, is pretty darn good.
00:52:51
◼
►
And he said mine was looking pretty good as well.
00:52:53
◼
►
But the Spatial Persona thing is incredibly cool
00:52:57
◼
►
and incredibly well done.
00:53:00
◼
►
When I did FaceTime calls in the past,
00:53:03
◼
►
just straight up regular FaceTime calls,
00:53:05
◼
►
it didn't take very long for me to think
00:53:07
◼
►
that I was talking to Mike or James Thompson or whoever.
00:53:10
◼
►
But it was still, it was never like really, really right.
00:53:15
◼
►
I felt like, oh yeah, that's James.
00:53:17
◼
►
But it was never like, that's frickin' James.
00:53:20
◼
►
And of course, it's never gonna be like 100%,
00:53:24
◼
►
but the Spatial Personas got us so much closer
00:53:26
◼
►
because there's a presence there that just isn't there
00:53:31
◼
►
when you're looking at a rectangle.
00:53:32
◼
►
And Mike was facing me and then he decided
00:53:37
◼
►
to share a freeform board and next thing you know,
00:53:41
◼
►
we're on either side of the freeform board.
00:53:42
◼
►
And he can point to things on the freeform board.
00:53:45
◼
►
Like, oh, look at this red rectangle over here.
00:53:47
◼
►
And I see his kind of ghostly kind of weird hand,
00:53:50
◼
►
but nevertheless, it looks like a hand.
00:53:52
◼
►
I see his hand with his pointer finger extended
00:53:55
◼
►
pointing at a red rectangle.
00:53:58
◼
►
And then I could do the same thing
00:53:59
◼
►
and he sees what I'm doing.
00:54:00
◼
►
It's like we were standing in front of a whiteboard.
00:54:02
◼
►
Now, doing anything with freeform was not a lot of fun
00:54:05
◼
►
because you know, gaze-based manipulation
00:54:09
◼
►
and pinching and whatnot, maybe it's just user error,
00:54:11
◼
►
but I did not find it fun to try to manipulate the board.
00:54:13
◼
►
But in terms of looking at the board
00:54:15
◼
►
and talking about what was on the board,
00:54:17
◼
►
it was very, very cool.
00:54:18
◼
►
And with spatial audio, Mike sounded,
00:54:21
◼
►
you know, I was on the left side of the board,
00:54:22
◼
►
he was on the right side of the board
00:54:23
◼
►
and it sure enough, when I was looking at the board,
00:54:25
◼
►
it sounds like he's over to my right.
00:54:27
◼
►
If I turn my head to look at him,
00:54:28
◼
►
then it sounds like he's right in front of me.
00:54:30
◼
►
It was very well done.
00:54:32
◼
►
Then at one point,
00:54:34
◼
►
I forget exactly what the circumstance was.
00:54:35
◼
►
I believe we were facing each other.
00:54:37
◼
►
I don't remember for sure, but one way or another,
00:54:39
◼
►
there was a situation in which he said, "Watch this."
00:54:42
◼
►
And I'm just looking at his spatial persona
00:54:46
◼
►
and all of a sudden, I could tell that he stood up.
00:54:50
◼
►
Not only because his persona got higher and above my head,
00:54:55
◼
►
but just the way in which it moved, you could tell.
00:54:58
◼
►
Holy (beep) Mike just stood up.
00:54:59
◼
►
That's what just happened.
00:55:01
◼
►
That's incredible.
00:55:02
◼
►
Like, it's so silly.
00:55:04
◼
►
And as with so many things in the Vision Pro,
00:55:06
◼
►
you kind of have to experience it
00:55:08
◼
►
to truly and properly understand it.
00:55:10
◼
►
But it was so cool.
00:55:12
◼
►
And I had a presence there
00:55:17
◼
►
that I had not experienced with a regular FaceTime call
00:55:20
◼
►
that I really hadn't experienced in a lot of other ways.
00:55:22
◼
►
So if you are one of the people who has a Vision Pro,
00:55:26
◼
►
you need to find somebody else with a Vision Pro
00:55:28
◼
►
that you can FaceTime.
00:55:29
◼
►
Maybe I should offer this as like a cameo or something,
00:55:31
◼
►
but find somebody else that you can do a FaceTime call with
00:55:34
◼
►
and do the spatial persona thing.
00:55:35
◼
►
It's extremely cool.
00:55:37
◼
►
But then it got better.
00:55:39
◼
►
Mike says to me, "Go to the App Store.
00:55:41
◼
►
"Go to Apple Arcade and download the Game Room app."
00:55:45
◼
►
And I will put a link in the show notes.
00:55:46
◼
►
I believe it is only available in the Vision Pro.
00:55:48
◼
►
- But actually, I believe it's actually available
00:55:50
◼
►
on other VR platforms as well.
00:55:51
◼
►
- Oh, sorry, yes.
00:55:52
◼
►
I was just thinking Apple platforms.
00:55:53
◼
►
That very well could be true.
00:55:55
◼
►
So it's only available on Apple platforms in Vision Pro.
00:55:57
◼
►
And it's genericized versions of, I think,
00:56:00
◼
►
Yahtzee, Solitaire, one or two other things, and Battleship.
00:56:05
◼
►
And so Mike said, "We're gonna play around a Battleship."
00:56:07
◼
►
And I'm like, "Okay, Mike, I'm really hungry.
00:56:09
◼
►
"It's right before lunchtime.
00:56:10
◼
►
"I wanna go make my lunch.
00:56:11
◼
►
"I'll play a couple of shots or what have you.
00:56:13
◼
►
"And then I'm gonna go and I'm gonna eat my lunch."
00:56:16
◼
►
Fast forward 15 minutes later,
00:56:17
◼
►
and I couldn't resist playing the whole damn game
00:56:19
◼
►
because it was so freaking cool.
00:56:22
◼
►
So not only is the game board 3D rendered
00:56:25
◼
►
and the art looks really, really good,
00:56:29
◼
►
but beyond all that, it was incredibly cool.
00:56:34
◼
►
The idea of Battleship is you have a board
00:56:38
◼
►
in between you and your opponents,
00:56:40
◼
►
and you place pretend ships in a square grid,
00:56:43
◼
►
and you call out, "Oh, C5."
00:56:46
◼
►
And the person on the other side of the board
00:56:48
◼
►
either says, "Hit or miss."
00:56:49
◼
►
And you have to deduce where their ships are
00:56:51
◼
►
based on this experience,
00:56:53
◼
►
and based on hits or misses or whatnot,
00:56:55
◼
►
and you try to sink all of their ships.
00:56:57
◼
►
And so we're doing this.
00:57:00
◼
►
And the way this particular app works
00:57:05
◼
►
is that it's all 3D rendered.
00:57:09
◼
►
And so when I fire, a missile launches
00:57:12
◼
►
from a little missile launcher adjacent to my game board
00:57:15
◼
►
over the game board between us and flies into Mike's view
00:57:20
◼
►
and either hits or misses his thing.
00:57:21
◼
►
And if it lands in the water,
00:57:23
◼
►
the dead missile just kind of bobs around in the water
00:57:25
◼
►
where I had launched it to.
00:57:27
◼
►
And then he launches a missile
00:57:28
◼
►
and flies over the game board toward me
00:57:30
◼
►
and hits one of my ships.
00:57:32
◼
►
And you can see the damage in the ship.
00:57:34
◼
►
You can see the 3D water flow into the damage
00:57:36
◼
►
within the ship.
00:57:37
◼
►
And then when he finally sank one of my ships,
00:57:39
◼
►
the ship sank into the 3D water.
00:57:42
◼
►
This sounds so bananas, the way I'm describing it.
00:57:44
◼
►
I am quite confident.
00:57:45
◼
►
I probably sound like I am Looney Tunes.
00:57:48
◼
►
I cannot begin to tell you
00:57:49
◼
►
how freaking cool this experience was.
00:57:52
◼
►
And the other thing is,
00:57:54
◼
►
if he could lean over to the side,
00:57:57
◼
►
like away from the game board,
00:57:58
◼
►
and then I could see his face again.
00:58:00
◼
►
And if I held up my hand above the game board,
00:58:02
◼
►
he could see my hand above the game board.
00:58:04
◼
►
The presence here was so unbelievably cool.
00:58:09
◼
►
Again, it's one of those things that for better and for worse
00:58:11
◼
►
you really just kind of have to experience.
00:58:13
◼
►
And if you don't own a Vision Pro
00:58:15
◼
►
and you can't do the Spatial Persona thing
00:58:17
◼
►
or FaceTime thing, I don't know what to tell you.
00:58:19
◼
►
And I don't mean that to be flippant.
00:58:21
◼
►
I don't know what to tell you.
00:58:22
◼
►
You can't just go to an Apple store and try this.
00:58:25
◼
►
There's nothing you can do.
00:58:27
◼
►
And it is incredibly cool.
00:58:29
◼
►
It was a transformative moment
00:58:32
◼
►
for me to play freaking Battleship on the Vision Pro.
00:58:35
◼
►
I know that sounds nuts, but it really was incredible.
00:58:38
◼
►
- I think one of the things you left out
00:58:40
◼
►
for people who don't play Battleship
00:58:41
◼
►
is the reason it's such a good example of this,
00:58:44
◼
►
a good game example of this,
00:58:45
◼
►
is that the Battleship board is a vertical,
00:58:48
◼
►
there's a horizontal portion,
00:58:49
◼
►
but there's also a vertical portion.
00:58:51
◼
►
And the vertical portion has two sides to it.
00:58:54
◼
►
And the whole point of the game,
00:58:55
◼
►
when you play in person in real life,
00:58:57
◼
►
is that you can't see what's on the other side
00:58:59
◼
►
of that board.
00:59:00
◼
►
So the side that's facing you, you can see,
00:59:02
◼
►
and the side that's facing them, they can see, right?
00:59:05
◼
►
And so they render this in 3D space.
00:59:06
◼
►
So I would imagine, I don't know if you've tried this, Casey,
00:59:08
◼
►
but I imagine what the game would let you do
00:59:10
◼
►
is could you peek around and cheat, just like real life,
00:59:13
◼
►
by looking at his board on his side?
00:59:15
◼
►
- I could try, but it wouldn't let me
00:59:16
◼
►
because it clears his game board from my perspective.
00:59:18
◼
►
- Oh, that's stinky.
00:59:19
◼
►
Well, anyway, so the whole point is
00:59:21
◼
►
they're modeling a game that,
00:59:24
◼
►
when you play it in real life,
00:59:25
◼
►
your physical presence is part of the game.
00:59:27
◼
►
Like it forms a blind between you, it blocks,
00:59:30
◼
►
yeah, your view is private to you and their view.
00:59:32
◼
►
And that's trivially easy to do in computer games.
00:59:34
◼
►
Oh, I'm seeing my screen here,
00:59:36
◼
►
you're seeing your screen over in the UK, right?
00:59:39
◼
►
But of course we're not looking at each other's screens.
00:59:41
◼
►
But when you're in the same virtual place
00:59:43
◼
►
with the whole presence thing is now we're back to like,
00:59:46
◼
►
just like the real life thing where,
00:59:48
◼
►
well, there are two sides of this board.
00:59:49
◼
►
And the reason I could see my side
00:59:50
◼
►
is because I'm sitting on this side of it.
00:59:52
◼
►
And the reason you can see your side
00:59:53
◼
►
is 'cause you're sitting on that side,
00:59:54
◼
►
but we're all in the same shared space.
00:59:56
◼
►
That's kind of annoying that doesn't let you cheat,
00:59:57
◼
►
but at least it knows that you're trying to cheat
00:59:58
◼
►
and blanks it out.
00:59:59
◼
►
- Right, right, right.
01:00:00
◼
►
It is so cool.
01:00:01
◼
►
I am making no promises,
01:00:03
◼
►
but I did record a little bit of this from my perspective.
01:00:06
◼
►
And I recorded a video of it.
01:00:08
◼
►
Gentlemen, for you, it's in Slack right now.
01:00:10
◼
►
I'll see if I can like cut it down
01:00:11
◼
►
and I'll have to ask Mike if he's okay with this
01:00:13
◼
►
'cause I didn't ask permission for me to like,
01:00:15
◼
►
you know, make this public.
01:00:16
◼
►
If it's cool with Mike
01:00:18
◼
►
and if I can figure out a way to cut it down
01:00:20
◼
►
so it's a little bit slimmer and post it somewhere,
01:00:22
◼
►
then I'll put a link in the show notes.
01:00:23
◼
►
No promises.
01:00:24
◼
►
You don't have to tell me if it's not there.
01:00:26
◼
►
Again, I don't know if I'll be able to work it out or not,
01:00:28
◼
►
but I'll see what I can do.
01:00:29
◼
►
But it is incredibly cool.
01:00:31
◼
►
It's such a silly thing to play Battleship with somebody,
01:00:35
◼
►
but he is across a freaking ocean
01:00:38
◼
►
and it feels like we're there together playing Battleship.
01:00:41
◼
►
It was unreal.
01:00:42
◼
►
I cannot begin to tell you how cool it was.
01:00:45
◼
►
Then the final thing in Vision Pro Corner,
01:00:48
◼
►
I hope you two are sitting down
01:00:49
◼
►
because I gotta tell you,
01:00:52
◼
►
Marco, whenever you get your Vision Pro back,
01:00:54
◼
►
if you ever take it back,
01:00:56
◼
►
you have to download the Gucci app.
01:00:59
◼
►
I'm sorry, what did I just say?
01:01:00
◼
►
- Is it like the fashion brand?
01:01:02
◼
►
- You need to download the Gucci app, the fashion brand.
01:01:06
◼
►
I am not kidding.
01:01:07
◼
►
Somebody wrote to me and said,
01:01:09
◼
►
"Hey, why is nobody talking about this?"
01:01:12
◼
►
Gentlemen, why is nobody talking about the Gucci app?
01:01:15
◼
►
I am not kidding.
01:01:16
◼
►
So what this is, and I know nothing.
01:01:20
◼
►
- Can I guess that maybe a lot of tech podcasters
01:01:23
◼
►
in the Apple space aren't necessarily Gucci shoppers?
01:01:26
◼
►
- It turns out that that seems to be accurate.
01:01:28
◼
►
And so what this is is apparently,
01:01:32
◼
►
and I'm sure I'm gonna get the details wrong,
01:01:34
◼
►
but the broad strokes are all that really matter.
01:01:36
◼
►
Apparently what this is is that
01:01:38
◼
►
they have a new creative director.
01:01:40
◼
►
The Gucci company has a new creative director,
01:01:41
◼
►
Sabato Desarno, and they do this 20-minute video
01:01:46
◼
►
of who is, I think the title is literally,
01:01:48
◼
►
Who is Sabato Desarno?
01:01:50
◼
►
And it starts as just a regular old video.
01:01:54
◼
►
I'm not talking 3D video, just a regular old video.
01:01:57
◼
►
But then during the course of this 20-minute video,
01:02:00
◼
►
the app is free, the video is 20-ish minutes long, try it.
01:02:05
◼
►
During the 20-minute video,
01:02:06
◼
►
and I'm gonna spoil a little bit here,
01:02:07
◼
►
there are different things that happen
01:02:09
◼
►
and it suddenly becomes immersive
01:02:11
◼
►
in a way that is so well done and so freaking cool
01:02:16
◼
►
and such a great example of,
01:02:18
◼
►
look at what is possible with this device.
01:02:21
◼
►
So silly example.
01:02:22
◼
►
At one point, I forget the exact context,
01:02:24
◼
►
but at some point they talk about being on a tram
01:02:26
◼
►
or something like that.
01:02:27
◼
►
And so they're talking about this in the video.
01:02:29
◼
►
And again, this is a rectangle
01:02:30
◼
►
that you're seeing in your space.
01:02:32
◼
►
It is not 3D.
01:02:33
◼
►
I know John and I were going back and forth
01:02:34
◼
►
about this last week.
01:02:35
◼
►
It's just a regular 2D rectangle in your space.
01:02:37
◼
►
But then outside of this rectangle,
01:02:40
◼
►
suddenly you see the tram tracks,
01:02:44
◼
►
like just silvery gray tracks,
01:02:46
◼
►
extend out from this rectangle.
01:02:49
◼
►
And then a tram, a 3D tram rendered,
01:02:51
◼
►
but a 3D tram comes in along the tracks.
01:02:54
◼
►
And I think you can interact with it.
01:02:56
◼
►
I'm not 100% sure, but I believe you can.
01:02:58
◼
►
And it's just so cool and so different.
01:03:01
◼
►
Later on, they show that there was,
01:03:05
◼
►
Sabato walks into a room that there's a bunch
01:03:07
◼
►
of Gucci red balloons inflated in it.
01:03:09
◼
►
And what they did during that moment
01:03:12
◼
►
is they have a gazillion rendered balloons.
01:03:15
◼
►
Again, it's not real, it's just renders.
01:03:17
◼
►
But there's a zillion rendered balloons
01:03:19
◼
►
between you and the video.
01:03:21
◼
►
Not in a way that's like,
01:03:22
◼
►
yeah, I guess you're obscuring the video a little bit,
01:03:24
◼
►
which is weird.
01:03:25
◼
►
In a complimentary way, not in a way
01:03:27
◼
►
that takes away from your viewing experience.
01:03:29
◼
►
And there's a lot of this.
01:03:31
◼
►
It is so cool.
01:03:33
◼
►
It's 20 minutes.
01:03:34
◼
►
It is so freaking cool.
01:03:36
◼
►
And if you have a Vision Pro,
01:03:38
◼
►
there is a link in the show notes to this app.
01:03:40
◼
►
I cannot tell you how cool this is.
01:03:42
◼
►
I love that this is what we're starting to get now.
01:03:46
◼
►
Again, I stand by just a week ago,
01:03:48
◼
►
I hadn't seen anything like this.
01:03:50
◼
►
Doesn't mean it didn't exist,
01:03:51
◼
►
because I'm pretty sure it did.
01:03:52
◼
►
But I hadn't seen any anyway.
01:03:54
◼
►
But now, at least, people are starting to let me know
01:03:57
◼
►
of cool and interesting takes and different things
01:04:00
◼
►
that people are doing now with the Vision Pro.
01:04:02
◼
►
Does the Gucci app justify a $3,500 Vision Pro?
01:04:06
◼
►
Hell no, it doesn't.
01:04:07
◼
►
- Do Gucci shoppers care?
01:04:09
◼
►
- Well, yeah, Gucci shoppers probably don't care.
01:04:11
◼
►
But we're getting a glimpse now
01:04:13
◼
►
with Game Room, with the Gucci app.
01:04:16
◼
►
And I'm sure some of you who have used the Oculus
01:04:18
◼
►
in the past are telling me,
01:04:20
◼
►
or thinking to yourselves, of course, you moron.
01:04:22
◼
►
This is where we've been for years.
01:04:23
◼
►
And that very well may be true,
01:04:24
◼
►
but this is not where I've been for years.
01:04:26
◼
►
And some of this stuff, the special personas,
01:04:29
◼
►
the presents there, the Game Room app,
01:04:31
◼
►
the freeform thing, this Gucci app,
01:04:35
◼
►
they are so incredibly cool,
01:04:38
◼
►
and has made me so much more, what's the good one, bullish?
01:04:42
◼
►
Bearish is bad, bullish is good, I always get it wrong.
01:04:44
◼
►
So much more bullish about the Vision Pro,
01:04:46
◼
►
because I'm starting to see an inkling
01:04:49
◼
►
that people are starting to experiment.
01:04:52
◼
►
Now, it bums me out that Apple doesn't seem to be doing much
01:04:55
◼
►
as we talked ad nauseum last week,
01:04:57
◼
►
but at least people are starting to do it.
01:04:58
◼
►
And this stuff is so cool.
01:05:00
◼
►
And Marco, whenever you get this thing back,
01:05:03
◼
►
we've got to do a spatial persona call.
01:05:05
◼
►
And maybe you'll say to me, I hate this and it's awful,
01:05:07
◼
►
but you know what, it's worth trying.
01:05:09
◼
►
So whenever you get that thing back, let me know.
01:05:11
◼
►
We'll get on FaceTime together.
01:05:12
◼
►
- Something I had to mention last week
01:05:14
◼
►
about the spatial personas,
01:05:15
◼
►
comparing them to other virtual representations of people,
01:05:19
◼
►
both VR and non-VR.
01:05:20
◼
►
So for example, the Miis and Nintendo's Wii,
01:05:23
◼
►
where you make a little avatar, 3D avatar of yourself,
01:05:27
◼
►
and the meta ones, where you're in a meeting with people
01:05:31
◼
►
and you got these little rendered versions of yourselves.
01:05:33
◼
►
All those have made a different choice than Apple has
01:05:38
◼
►
with the spatial personas, both the current ones
01:05:41
◼
►
and the previous one that were inside the little rectangle,
01:05:44
◼
►
in that the Miis and the meta ones modeled you in 3D,
01:05:48
◼
►
and yeah, they mapped your face on there
01:05:49
◼
►
and you had your little cartoon hands
01:05:51
◼
►
and sometimes you didn't have legs or whatever,
01:05:53
◼
►
but they model you entirely from all directions.
01:05:57
◼
►
And the Apple ones, the original ones
01:05:58
◼
►
and the current quote unquote spatial ones,
01:06:02
◼
►
basically just do your front and some of your sides.
01:06:06
◼
►
And as you go towards the back, they kind of go,
01:06:09
◼
►
it's blurry, like just blur that out.
01:06:12
◼
►
And you can see a lot in a lot of the spatial persona videos
01:06:15
◼
►
like the Verge article that we linked last week's episode,
01:06:18
◼
►
where when somebody turns in profile,
01:06:20
◼
►
you can see their profile and it looks like them,
01:06:22
◼
►
like it's clear that their persona has mapped that,
01:06:24
◼
►
so it's not just like, you know, generic.
01:06:26
◼
►
But as you get back past like the ear,
01:06:29
◼
►
the back half of the head doesn't exist, right?
01:06:33
◼
►
And they blur it artistically,
01:06:35
◼
►
like before when you were in the little rectangle,
01:06:36
◼
►
they had all sorts of artsy blurring around the edges there
01:06:39
◼
►
and now that you're out of the rectangle,
01:06:40
◼
►
still the back half of you doesn't exist,
01:06:44
◼
►
which makes sense because you didn't scan
01:06:46
◼
►
the back half of you, you just scanned the front half of you
01:06:48
◼
►
when you did the persona setup.
01:06:50
◼
►
And it could, like the Miis or the meta things
01:06:52
◼
►
extrapolate and sort of close off your head shape there
01:06:57
◼
►
and try to make it whatever.
01:06:58
◼
►
But so far Apple is doing the sort of,
01:07:00
◼
►
I guess the Nintendo 64 school of like,
01:07:02
◼
►
can't render it, fog it, right?
01:07:04
◼
►
Just the wall of fog that's like,
01:07:07
◼
►
we can't render past this distance,
01:07:08
◼
►
but we need something that looks, you know,
01:07:10
◼
►
realistic in context.
01:07:11
◼
►
So like everything is always foggy
01:07:12
◼
►
in the land of Turok for some reason.
01:07:16
◼
►
And the personas are doing that with you.
01:07:18
◼
►
They're like, oh, your head kind of fades into a mist.
01:07:22
◼
►
You go back on your way.
01:07:23
◼
►
And it's fine, 'cause mostly you're looking at people
01:07:25
◼
►
from the front, but like what Casey was saying
01:07:27
◼
►
when if two people are collaborating on like a free forum
01:07:30
◼
►
board or whatever, like you do have an occasion,
01:07:33
◼
►
especially if it's like three people,
01:07:34
◼
►
you might have an occasion to see them from the side.
01:07:36
◼
►
And it is a little bit weird.
01:07:38
◼
►
So I am wondering if eventually that the next step
01:07:40
◼
►
and this is that Apple will be brave enough
01:07:41
◼
►
to try to do the back of your head.
01:07:43
◼
►
Of course, the other thing that's the problem
01:07:45
◼
►
with the back of your head is there's even more hair
01:07:47
◼
►
back there for most people.
01:07:48
◼
►
- Not me these days.
01:07:50
◼
►
- Yeah, rendering hair is tricky.
01:07:53
◼
►
Like they kind of get like your hairline is kind of fuzzed
01:07:56
◼
►
out anyway with the current personas.
01:07:57
◼
►
Like, oh, you have hair and whatever we scanned,
01:08:00
◼
►
but then it just fades into blurriness, right?
01:08:02
◼
►
But like, I don't know, ponytails would have to be rendered
01:08:05
◼
►
with physics or whatever.
01:08:06
◼
►
And the reason I'm drawing a distinction
01:08:08
◼
►
with between the Miis and the Meta ones
01:08:09
◼
►
is those are all cartoonish, like to varying degrees.
01:08:12
◼
►
I know Meta has ones that are not cartoonish
01:08:14
◼
►
and we've talked about those in past episodes as well,
01:08:15
◼
►
but the cartoonish ones, it's like,
01:08:17
◼
►
like kind of like my emoji.
01:08:18
◼
►
It's like, well, we can just render that
01:08:20
◼
►
because the back of your head is just like the front of you.
01:08:21
◼
►
You're all made of plastic, right?
01:08:23
◼
►
But they're trying to make them realistic.
01:08:24
◼
►
And I think they're like, we're not ready to do hair yet.
01:08:27
◼
►
So hair equals blur and back of your head does not exist.
01:08:30
◼
►
And I'll definitely be watching for that to see how far back
01:08:34
◼
►
they can push the fog.
01:08:35
◼
►
Already I think it feel like it's farther.
01:08:37
◼
►
Obviously there's not the rectangle anymore
01:08:39
◼
►
that had all that weird fog in it,
01:08:40
◼
►
but now the personas themselves have fog on the back of them
01:08:43
◼
►
and we'll see how far back that goes.
01:08:45
◼
►
But that's gonna be quite a challenge.
01:08:46
◼
►
But as Casey said, most of the time you're facing the people
01:08:49
◼
►
and like it goes a long way.
01:08:51
◼
►
Having you feel like you're there in a physical space
01:08:54
◼
►
with a physical thing like the battleship board between you
01:08:57
◼
►
that you can interact with or whatever
01:08:59
◼
►
goes a long way towards making you feel like
01:09:00
◼
►
you're in a place even if the back half of your body
01:09:02
◼
►
doesn't exist.
01:09:03
◼
►
- Yeah, it's just, it's so funny because again,
01:09:07
◼
►
I stand by last week's episode
01:09:09
◼
►
and that was my perspective at the time and I stand by it,
01:09:12
◼
►
but I feel so differently now after this one,
01:09:14
◼
►
well two experiences if you include the Gucci thing.
01:09:17
◼
►
It's just, it's so cool.
01:09:18
◼
►
- Could you play patty cake with Mike?
01:09:20
◼
►
- Kind of, we did high five once and obviously
01:09:23
◼
►
you kind of float through each other,
01:09:24
◼
►
your hands float through each other
01:09:26
◼
►
because what's gonna stop you?
01:09:28
◼
►
You know, it's not like you're--
01:09:28
◼
►
- Yeah, I just meant like the alignment.
01:09:30
◼
►
Like could you, were you--
01:09:31
◼
►
- I think we could.
01:09:32
◼
►
- Was the spatialness good enough
01:09:33
◼
►
where you felt like it was pretty easy to high five, right?
01:09:36
◼
►
Although what's gonna stop you reminds me
01:09:38
◼
►
of my window management thing where I was talking about
01:09:40
◼
►
how in Fitz Law, like the top of the screen
01:09:43
◼
►
stops your cursor, but nothing stops it in the 3D world.
01:09:45
◼
►
But a choice that Apple could have made
01:09:47
◼
►
and I think some other VR people have made
01:09:49
◼
►
is that virtual hand that you're waving around,
01:09:52
◼
►
there's no reason that the Vision Pro OS
01:09:56
◼
►
can't choose to stop your virtual hand
01:09:59
◼
►
when it encounters another virtual hand
01:10:01
◼
►
or a piece of scenery.
01:10:02
◼
►
Your actual hand will keep going.
01:10:04
◼
►
Just like when you jam the mouse cursor
01:10:05
◼
►
against the top of the screen,
01:10:07
◼
►
your mouse hand keeps going, but the cursor stops, right?
01:10:11
◼
►
And that disconnect, like wait a second,
01:10:13
◼
►
my hand is still moving, but the cursor is not.
01:10:15
◼
►
We are familiar with that as like,
01:10:17
◼
►
oh, my cursor has hit the edge of a thing.
01:10:19
◼
►
So Apple could in the future choose to have you interact,
01:10:23
◼
►
for example, for window management,
01:10:24
◼
►
interacting with window management with a virtual hand
01:10:26
◼
►
where you jam your hands, turn the window,
01:10:28
◼
►
and you don't have to get the depth exactly right.
01:10:30
◼
►
Because when your virtual hand hits the virtual window,
01:10:33
◼
►
it will stop just like your cursor stops
01:10:34
◼
►
when it hits the top edge of the screen,
01:10:35
◼
►
and then you'll grip and grab and move.
01:10:37
◼
►
And I think that type of interface could be good,
01:10:39
◼
►
because it would essentially be
01:10:40
◼
►
the equivalent of Fitts' Law in 3D space.
01:10:42
◼
►
I will jam my hand cursor towards this window,
01:10:45
◼
►
because I know, just like you would in real life,
01:10:46
◼
►
I know it eventually will hit it,
01:10:48
◼
►
so I don't have to be exactly precise,
01:10:49
◼
►
and when it does hit it, the cursor will stop,
01:10:51
◼
►
and then I'll grip.
01:10:52
◼
►
That would be cool.
01:10:53
◼
►
So you could actually high-five with mic,
01:10:55
◼
►
and your hand would actually stop,
01:10:57
◼
►
and they'd have a little high-five sound,
01:10:58
◼
►
and it would sound spatially correct, maybe in version two.
01:11:01
◼
►
- Oh, that was the other thing.
01:11:02
◼
►
That reminds me, the other thing that we did
01:11:04
◼
►
during this time is, I actually don't recall
01:11:07
◼
►
how you enable it, but one way or another,
01:11:09
◼
►
you can share play your perspective
01:11:13
◼
►
in your actual physical space.
01:11:15
◼
►
And so he took me on a tour of his studio office,
01:11:18
◼
►
whatever he calls it, I think studio.
01:11:20
◼
►
He took me on a tour of Mega Studio,
01:11:22
◼
►
and I could see this studio.
01:11:25
◼
►
I'd have seen photos of it,
01:11:26
◼
►
but it's different when you can see.
01:11:28
◼
►
And if memory serves, it wasn't 3D.
01:11:30
◼
►
It was like, I don't think it was rendered in 3D.
01:11:33
◼
►
I'd have to try it again at some point.
01:11:35
◼
►
But it was very, you have this presence
01:11:39
◼
►
when you're getting whipped around a space
01:11:42
◼
►
from somebody's perspective.
01:11:44
◼
►
It was very, very, very cool.
01:11:46
◼
►
And I really enjoyed that as well.
01:11:48
◼
►
So again, if you have two people,
01:11:50
◼
►
if you know another person with a Vision Pro,
01:11:52
◼
►
you gotta try this.
01:11:53
◼
►
It's all so very impressive.
01:11:55
◼
►
And it really gives me hope that even if Apple's
01:11:57
◼
►
dropping the ball on immersive stuff,
01:11:59
◼
►
people are trying, and people are trying,
01:12:01
◼
►
and people are doing cool stuff.
01:12:02
◼
►
And we just gotta give it time.
01:12:03
◼
►
- Yeah, and I wanted to clarify what I actually said
01:12:08
◼
►
last episode about the Vision Pro.
01:12:10
◼
►
I feel like I need to defend myself a little bit
01:12:12
◼
►
against what sounded like Mike sub-tweeting me
01:12:15
◼
►
in the beginning of the podcast, sub-potting me.
01:12:18
◼
►
I didn't say the Vision Pro has already failed,
01:12:20
◼
►
or is a failure.
01:12:21
◼
►
My concern is that the Vision Pro will fail
01:12:25
◼
►
if it continues on the path it appears to be on so far
01:12:29
◼
►
in terms of support from developers and Apple.
01:12:33
◼
►
What I stand by is that they have a pretty significant
01:12:37
◼
►
challenge on their hands of there being a massive
01:12:39
◼
►
chicken and egg problem here.
01:12:40
◼
►
That there are not many users, there are not many apps,
01:12:45
◼
►
there is not almost any content.
01:12:48
◼
►
That's a big problem.
01:12:50
◼
►
In order to get more users, somebody has to be making
01:12:54
◼
►
the content or the apps or both to get them there.
01:12:57
◼
►
And right now it seems like the biggest chance
01:12:59
◼
►
of that support coming from somewhere is from Apple.
01:13:03
◼
►
Because the other content makers and publishers out there
01:13:07
◼
►
are gonna have a hard time justifying making content
01:13:09
◼
►
for Vision Pro if it's gonna be for such a small
01:13:13
◼
►
number of people.
01:13:14
◼
►
Now, there's also obviously other VR platforms,
01:13:17
◼
►
but even they, like the MetaQuest series have been
01:13:20
◼
►
very popular, relatively speaking for a VR platform
01:13:24
◼
►
for a number of years now.
01:13:25
◼
►
But even that has not been enough to get tons of custom
01:13:28
◼
►
content made for it.
01:13:29
◼
►
So really, Apple needs to seed this ecosystem
01:13:33
◼
►
with a whole bunch of content that they are making
01:13:36
◼
►
even though it appears as though it's probably not gonna be
01:13:38
◼
►
like quote worth it yet for a while.
01:13:41
◼
►
And what you're saying Casey is not wrong.
01:13:44
◼
►
Like, I haven't tried the 3D personas yet,
01:13:48
◼
►
but I've heard everyone else's takes that they're amazing
01:13:50
◼
►
and everything.
01:13:51
◼
►
And you're describing experiences that I've had
01:13:53
◼
►
on the Vision Pro of just like being blown away,
01:13:57
◼
►
really feeling something different,
01:13:59
◼
►
feeling like you're having an experience or being able
01:14:02
◼
►
to do something that you cannot do on any of Apple's
01:14:04
◼
►
other platforms or any other platforms
01:14:06
◼
►
sometimes in the world.
01:14:08
◼
►
And that is correct and also not enough.
01:14:12
◼
►
Those are amazing experiences.
01:14:15
◼
►
Those are amazing possibilities.
01:14:16
◼
►
That's amazing potential.
01:14:19
◼
►
What it is right now so far for most of these things
01:14:21
◼
►
is more like a tech demo than a long lasting product.
01:14:26
◼
►
We've seen other VR headsets do this for years.
01:14:30
◼
►
Look back to when META's Horizon workroom,
01:14:33
◼
►
is that what it was called?
01:14:34
◼
►
When that launched, what was it, about a year or two ago,
01:14:37
◼
►
we heard from people who tried that,
01:14:38
◼
►
especially Ben Thompson was a huge champion of it,
01:14:42
◼
►
of just how amazing it was to do basically these kind of
01:14:47
◼
►
like virtual meetings with 3D avatars in a virtual room.
01:14:51
◼
►
And it was everything you were saying about how great
01:14:53
◼
►
the spatial personas were of like spatial audio being,
01:14:58
◼
►
coming from the person and like a 3D representation
01:15:00
◼
►
of that person in the room.
01:15:01
◼
►
Ben Thompson was saying for, when they came out,
01:15:05
◼
►
and I believe when Mike and Gray did it on Cortex
01:15:07
◼
►
a couple years back, I believe they came to a similar
01:15:09
◼
►
conclusion of like, it really is way better than like
01:15:12
◼
►
a Zoom or FaceTime meeting for virtually meeting with people.
01:15:16
◼
►
And we know this already.
01:15:18
◼
►
But yet, that product never really took off.
01:15:20
◼
►
Like Horizon workrooms doesn't seem to have gone anywhere.
01:15:23
◼
►
The coolness of the meeting is not enough.
01:15:27
◼
►
The coolness of these experiences of wow,
01:15:29
◼
►
I played a battle show with my friend once,
01:15:31
◼
►
that's not enough.
01:15:32
◼
►
That's a great experience.
01:15:34
◼
►
It's a cool demo.
01:15:35
◼
►
It's more like going to a theme park though.
01:15:38
◼
►
How do we get people to integrate this into more
01:15:42
◼
►
everyday life or work types of uses?
01:15:45
◼
►
And that really comes down to kind of
01:15:48
◼
►
more fundamental things.
01:15:49
◼
►
How do you get the hardware to be more mass market friendly?
01:15:53
◼
►
Whether that's through cost or change it to the hardware
01:15:55
◼
►
itself, probably both.
01:15:57
◼
►
And then how do you get people to buy it
01:15:59
◼
►
and to use it regularly?
01:16:01
◼
►
Not just use it once, have a cool experience,
01:16:04
◼
►
and then put it back in the drawer and not use it
01:16:07
◼
►
for another six months.
01:16:08
◼
►
That's really hard.
01:16:10
◼
►
My concern is that we're not yet seeing Apple
01:16:14
◼
►
really ramp up the content story or the app story.
01:16:18
◼
►
That's concerning because if not enough people buy this
01:16:23
◼
►
or the people who do buy it end up not using it very often,
01:16:27
◼
►
then all those cool experiences that you're describing
01:16:30
◼
►
won't happen.
01:16:31
◼
►
People will do them once and then never do them again.
01:16:33
◼
►
It's only so useful if you and a handful of your podcaster
01:16:38
◼
►
friends have this but no one else in the world does.
01:16:41
◼
►
They have to get the product from where it is now
01:16:45
◼
►
to more people being willing and happy to buy it
01:16:50
◼
►
and use it more often.
01:16:52
◼
►
That's the chasm they have to cross.
01:16:55
◼
►
And they might do it.
01:16:56
◼
►
They might really blow us away and get there.
01:16:59
◼
►
Or maybe it'll be a really slow boil,
01:17:01
◼
►
like John was saying last week.
01:17:02
◼
►
And maybe three years from now we might say,
01:17:04
◼
►
hey, you know what, it's slowly gaining steam.
01:17:06
◼
►
That may happen, I hope that happens.
01:17:09
◼
►
I'm not like pessimistic about the product being able
01:17:14
◼
►
to be good, I'm scared that Apple won't do what it takes
01:17:18
◼
►
to get it there because they're not investing enough
01:17:21
◼
►
in the content ecosystem.
01:17:24
◼
►
That's my main concern here is first for any
01:17:27
◼
►
of these experiences to be compelling,
01:17:30
◼
►
to be used more than once, you have to get a bunch
01:17:33
◼
►
of people to buy this thing.
01:17:35
◼
►
How are they gonna do that?
01:17:37
◼
►
Well, the easiest way to do that I think is
01:17:38
◼
►
with really compelling content because the apps
01:17:41
◼
►
aren't gonna be there.
01:17:41
◼
►
So next best thing, really compelling content.
01:17:45
◼
►
Get a bunch of like music and movies and sports videos
01:17:48
◼
►
and concerts and like get like all this different types
01:17:51
◼
►
of content that people will be like, yes, I want to watch
01:17:55
◼
►
my basketball or my fish concert in 3D.
01:17:57
◼
►
I will get it just for that.
01:17:59
◼
►
Yes, do that.
01:18:00
◼
►
Somehow get people to buy it.
01:18:02
◼
►
That would be step one.
01:18:04
◼
►
And then once you have people accepting this device
01:18:08
◼
►
into their lives and using it more than once,
01:18:11
◼
►
then you can start having these amazing experiences
01:18:13
◼
►
with people where you're playing Battleship in 3D together
01:18:16
◼
►
or something.
01:18:17
◼
►
But it's not gonna get beyond, this is a fun demo
01:18:20
◼
►
we did twice until you have a lot of people buying it.
01:18:24
◼
►
And how are you gonna get a lot of people to buy it
01:18:27
◼
►
without this whole ecosystem existing already?
01:18:30
◼
►
That's a very tough thing.
01:18:32
◼
►
And I still don't think we've seen enough from Apple yet.
01:18:36
◼
►
But again, it is very early days.
01:18:38
◼
►
It's been out for two months.
01:18:39
◼
►
WWDC is another two months from now.
01:18:42
◼
►
So we still could see great things here.
01:18:45
◼
►
But it seems like we should have seen more of it already
01:18:48
◼
►
being two months post launch.
01:18:50
◼
►
I would have expected to see more of a push from Apple,
01:18:54
◼
►
more of a content push, more of a press push.
01:18:56
◼
►
Just something like to keep reminding people,
01:18:58
◼
►
hey, this cool thing that we did, it's out there,
01:19:01
◼
►
and here's a new thing this week
01:19:03
◼
►
that we've released on it or something.
01:19:04
◼
►
And we're not really getting that yet.
01:19:08
◼
►
- Yeah, I think a lot of the reason people talk
01:19:11
◼
►
about content so much for it,
01:19:13
◼
►
and particularly content that is either entirely made
01:19:15
◼
►
by Apple or essentially paid for or sponsored
01:19:17
◼
►
or subsidized by Apple, is because that is the one realm
01:19:22
◼
►
where nobody contests that headsets can do something
01:19:26
◼
►
other platforms can't.
01:19:27
◼
►
You can use a web browser on a Mac, on your phone,
01:19:30
◼
►
on your iPad or whatever.
01:19:32
◼
►
You can't watch 3D video on any of those devices, right?
01:19:35
◼
►
You need a headset to get the headset experience.
01:19:37
◼
►
And why should Apple help fund that?
01:19:39
◼
►
Well, if Apple either produces or helps fund content,
01:19:44
◼
►
A, they can make sure it is optimized for their headset,
01:19:47
◼
►
which happens to be very expensive
01:19:49
◼
►
and has high resolution, right?
01:19:50
◼
►
So they're not gonna make the lowest common denominator
01:19:52
◼
►
content, and B, they can essentially say,
01:19:54
◼
►
this is exclusively for people with Vision Pro, right?
01:19:57
◼
►
Because if they help pay for it,
01:19:59
◼
►
it doesn't need to be for everybody.
01:20:00
◼
►
It can just be for people who have the Vision Pro.
01:20:03
◼
►
And content is the most compelling use for the product
01:20:08
◼
►
that Apple has put out.
01:20:09
◼
►
Despite the fact that they say it's spatial computing,
01:20:10
◼
►
that's not the other thing.
01:20:12
◼
►
Everything you can do in spatial computing
01:20:14
◼
►
in terms of I can use applications and scroll windows
01:20:17
◼
►
and type text, you can do all those things
01:20:19
◼
►
on other platforms.
01:20:20
◼
►
There are advantages and disadvantages,
01:20:22
◼
►
but it's not a slam dunk.
01:20:23
◼
►
Well, you can't do any 3D video on any other thing
01:20:26
◼
►
that Apple makes.
01:20:28
◼
►
This is the only one.
01:20:29
◼
►
So there's no, you don't need to make
01:20:31
◼
►
some sophisticated argument about how it's better
01:20:33
◼
►
to manipulate windows in 3D space
01:20:35
◼
►
and how you like looking up at the ceiling
01:20:36
◼
►
to see your web browser.
01:20:37
◼
►
You don't have to make a nuanced argument like that.
01:20:39
◼
►
It's like literally you cannot do this
01:20:40
◼
►
on anything else that Apple sells.
01:20:42
◼
►
And also, by the way, people who see the 3D video
01:20:45
◼
►
find it impressive and compelling, right?
01:20:47
◼
►
So yes, apps and make the OS better and so on and so forth,
01:20:51
◼
►
but we're like, Apple, just make more content.
01:20:53
◼
►
It's the easiest thing, because first of all,
01:20:55
◼
►
it doesn't require anything of the user.
01:20:56
◼
►
You just have to like launch it and look at it
01:20:57
◼
►
and be amazed, right, and look around, right?
01:20:59
◼
►
It's very natural.
01:21:00
◼
►
You don't need to learn any weird pinch gestures.
01:21:02
◼
►
You don't have to, you know, this,
01:21:03
◼
►
there's the learning curve is low.
01:21:05
◼
►
It's incredibly impressive.
01:21:06
◼
►
I feel like it is the thing that is most impressive
01:21:08
◼
►
to people when they do the in-store demo
01:21:10
◼
►
is seeing the 3D video.
01:21:12
◼
►
It has no competition in Apple's entire line,
01:21:14
◼
►
and if Apple pays for it, they can essentially make it
01:21:17
◼
►
optimized for and exclusive for this device.
01:21:19
◼
►
That is a short-term thing.
01:21:20
◼
►
Like eventually, if watching NBA games with a, you know,
01:21:24
◼
►
court side perspective in 3D becomes a thing,
01:21:26
◼
►
presumably the NBA would want that to be available
01:21:28
◼
►
on every headset platform, not just Apple's.
01:21:31
◼
►
But if Apple puts the bill in the beginning,
01:21:33
◼
►
yeah, you can make that stuff Apple exclusive,
01:21:35
◼
►
only on Vision Pro, not because Vision Pro
01:21:37
◼
►
is the only headset, but because Apple paid
01:21:39
◼
►
literally millions of dollars to make this happen,
01:21:40
◼
►
or because it's MLB and Apple owns the right store.
01:21:43
◼
►
Like that's the part of the frustration is.
01:21:47
◼
►
We see how you can make this product more compelling
01:21:50
◼
►
simply by producing content, and that's not the story
01:21:53
◼
►
Apple wants to tell about this device.
01:21:55
◼
►
They want to call it a spatial computing device,
01:21:56
◼
►
and it is, right, but the easiest sale is
01:22:00
◼
►
you can see 3D video like you've never seen it before.
01:22:02
◼
►
And how about you make some of that Apple?
01:22:05
◼
►
- I do, I concur it's the easiest.
01:22:08
◼
►
I'm not sure it's the most striking,
01:22:12
◼
►
for lack of a better word.
01:22:13
◼
►
Like it, unquestionably, it's the easiest way
01:22:15
◼
►
is to do this immersive or even 3D video.
01:22:18
◼
►
But I don't know, some of the most compelling
01:22:21
◼
►
experiences I've had were, you know,
01:22:23
◼
►
like the spatial persona thing and these FaceTime calls.
01:22:25
◼
►
- Yeah, that's quite a learning curve.
01:22:27
◼
►
You gotta know somebody else with one,
01:22:28
◼
►
you gotta be computery, like yeah,
01:22:30
◼
►
like that's, I'm kind of of the mindset of like,
01:22:33
◼
►
you know, kickstart this, and then once people
01:22:35
◼
►
will get accustomed, because just getting them used
01:22:37
◼
►
to the idea of you put this on your head
01:22:38
◼
►
and you somehow navigate to a thing
01:22:39
◼
►
where you can see the game, eventually they'll be like,
01:22:42
◼
►
you know what, I'm feeling comfortable in this world.
01:22:44
◼
►
And then, hey, can I watch a game with my friend?
01:22:47
◼
►
Grubber and Ben talked about this recently.
01:22:48
◼
►
You can be sitting in the stands of a baseball stadium
01:22:50
◼
►
next to each other, it started out
01:22:51
◼
►
as you're just watching a baseball game.
01:22:53
◼
►
But now you're doing what you're talking about, Casey,
01:22:55
◼
►
where now you're sitting next to your friend
01:22:56
◼
►
watching the same game together,
01:22:57
◼
►
and you can turn and talk to them.
01:22:59
◼
►
It's like, I feel like that's the way in,
01:23:01
◼
►
because starting with a thing that doesn't require
01:23:02
◼
►
almost anything of the user is a good way to get them
01:23:05
◼
►
used to all of the stuff that comes with it, you know.
01:23:08
◼
►
Get them to shell out for it in the first place,
01:23:10
◼
►
get them used to putting it on their head,
01:23:11
◼
►
get them to figure out how it fits into their life,
01:23:13
◼
►
whether they're gonna feel comfortable using the library
01:23:15
◼
►
or in the Wegmans or whatever,
01:23:16
◼
►
and then eventually you ease them into like,
01:23:18
◼
►
oh, now my friend is sitting next to me
01:23:19
◼
►
and we're watching the same movie screen together,
01:23:21
◼
►
but now we're watching a baseball game together,
01:23:23
◼
►
and now we're both courtside,
01:23:24
◼
►
but now we're talking to each other and playing Battleship.
01:23:26
◼
►
I feel like that is a long road to drive down,
01:23:31
◼
►
and Apple has not even really set out on it yet.
01:23:35
◼
►
- Yeah, and I mean, I think this,
01:23:37
◼
►
by virtue of this Game Room app being in Apple Arcade,
01:23:41
◼
►
it would imply to me anyway that it was funded,
01:23:45
◼
►
at least in part, by Apple.
01:23:46
◼
►
Now, to Marco's point earlier,
01:23:47
◼
►
perhaps it was already written for other platforms
01:23:49
◼
►
and the funding was just porting onto Vision Pro,
01:23:51
◼
►
but still, this is the kind of thing
01:23:53
◼
►
that all three of us are talking about.
01:23:55
◼
►
Do more of this, please, Apple.
01:23:57
◼
►
Give us immersive video, give us 3D video,
01:23:59
◼
►
give us all this stuff,
01:24:01
◼
►
and I really want there to be more of it.
01:24:04
◼
►
And I think that there is a world
01:24:08
◼
►
in which the Vision Pro can take off to the degree
01:24:12
◼
►
that a $3,500 device can,
01:24:14
◼
►
a frivolous device can take off,
01:24:16
◼
►
but it's gonna be a long road.
01:24:18
◼
►
I mean, Marco, you're not wrong about that, so we'll see.
01:24:21
◼
►
- Yeah, and it will be a long road,
01:24:23
◼
►
but they have to start driving down it.
01:24:25
◼
►
- Yeah, right.
01:24:26
◼
►
- You can make it down a long road.
01:24:28
◼
►
Just wait, like, over time.
01:24:30
◼
►
If you continue driving down a long road,
01:24:33
◼
►
you will get there.
01:24:34
◼
►
For me to have more confidence in the products,
01:24:35
◼
►
I need to see that they're actually driving down the road.
01:24:38
◼
►
And Apple Arcade is a great tool they can use.
01:24:42
◼
►
We don't really see a lot of ways
01:24:45
◼
►
that Apple funds development of third-party software.
01:24:48
◼
►
They don't really do that.
01:24:50
◼
►
Obviously, they'll let you put it in the store,
01:24:52
◼
►
asterisk, asterisk.
01:24:54
◼
►
But you don't see Apple behaving like a studio very often,
01:24:58
◼
►
where they will front the money
01:24:59
◼
►
to fund some third-party making something.
01:25:02
◼
►
Apple Arcade is, I think, sort of one of those things.
01:25:05
◼
►
I don't know the details,
01:25:06
◼
►
and I know it's kinda shifted
01:25:07
◼
►
and changed a little bit over time,
01:25:09
◼
►
but from what we understand,
01:25:11
◼
►
Apple Arcade is a way they could do this.
01:25:12
◼
►
So if they wanted to fund some games
01:25:15
◼
►
and interactive-type entertainment experiences,
01:25:18
◼
►
that's a great place to do it,
01:25:19
◼
►
like a great tool they already have.
01:25:20
◼
►
Use Apple Arcade.
01:25:21
◼
►
Use the relationships you have there.
01:25:24
◼
►
But everything we keep hearing
01:25:25
◼
►
is that the relationships there aren't that good, maybe.
01:25:27
◼
►
So I worry that it's going to take types of relationships
01:25:32
◼
►
and types of skills and attitudes
01:25:35
◼
►
that Apple historically has not really shown that they have
01:25:39
◼
►
in order to make good software happen for the vision progress.
01:25:43
◼
►
Honestly, you guys were saying a few minutes ago
01:25:45
◼
►
about the computing aspect.
01:25:47
◼
►
I know John was saying that the computing aspects
01:25:48
◼
►
kind of were less important or less doable, maybe,
01:25:52
◼
►
than the video aspect,
01:25:53
◼
►
but longer term, I think there is more promise
01:25:58
◼
►
in some of the computing aspects than we think now.
01:26:01
◼
►
For instance, I'm currently trying to furnish some rooms
01:26:08
◼
►
in a house and figure out certain decor choices and stuff.
01:26:12
◼
►
It would be great to have some of the 3D house remodeling
01:26:16
◼
►
kind of apps or room envisioning.
01:26:20
◼
►
Like if I paint this room green, that kind of stuff.
01:26:22
◼
►
How does this chair look in my room?
01:26:24
◼
►
Some of that stuff is there now.
01:26:26
◼
►
Very, very little.
01:26:28
◼
►
Mostly through Safari and the support for the AR model stuff.
01:26:32
◼
►
Some of that stuff exists, sort of,
01:26:34
◼
►
but it's very, very minimal.
01:26:35
◼
►
The Vision Pro would be amazing for stuff like that.
01:26:38
◼
►
What about virtual tourism?
01:26:41
◼
►
Take me to a balcony in a villa in Spain or whatever.
01:26:46
◼
►
You can do amazing stuff with 3D worlds and virtual tourism,
01:26:51
◼
►
mindfulness kind of exercises and environments.
01:26:55
◼
►
Apple's own environments, they can broaden that.
01:26:58
◼
►
There is a lot of value to a lot of that stuff,
01:27:02
◼
►
but for most of that to happen,
01:27:05
◼
►
you first need enough users on the platform
01:27:08
◼
►
that it's worth those developers making those things.
01:27:11
◼
►
So that's hopefully where content
01:27:13
◼
►
can kind of jumpstart the install base.
01:27:15
◼
►
Make must-have, must-see content.
01:27:18
◼
►
And again, I'm not a sports person,
01:27:20
◼
►
but sports seem like a really obvious good way to do that.
01:27:24
◼
►
I see Apple as kind of sort of
01:27:26
◼
►
dipping their toe into that so far.
01:27:28
◼
►
That could be very compelling for a lot of people.
01:27:32
◼
►
I think also concerts, live events, stuff like that,
01:27:34
◼
►
that could get a lot of people as well.
01:27:37
◼
►
I just hope they're doing that,
01:27:39
◼
►
but I'm scared because what they have launched with
01:27:41
◼
►
is basically nothing and two months in
01:27:45
◼
►
and it's still basically nothing.
01:27:48
◼
►
So how are they gonna get from here to there?
01:27:51
◼
►
If the answer is just that we don't know
01:27:54
◼
►
about their production pipeline
01:27:56
◼
►
and it turns out maybe over the course
01:27:57
◼
►
or the rest of this year,
01:27:58
◼
►
maybe they have a bunch of cool stuff coming, great.
01:28:01
◼
►
Then we can look back at this and look how wrong I was.
01:28:03
◼
►
That'll be awesome 'cause I want this to succeed.
01:28:06
◼
►
But so far we have no sign of that.
01:28:08
◼
►
So I hope I'm wrong.
01:28:09
◼
►
Again, just like I said last week, I hope I'm wrong.
01:28:12
◼
►
- Yeah, we'll see what happens.
01:28:14
◼
►
It's just funny how I wasn't,
01:28:18
◼
►
or I don't think I was deeply pessimistic
01:28:21
◼
►
about the Vision Pro.
01:28:22
◼
►
I just wasn't deeply optimistic about it.
01:28:24
◼
►
And now I'm not sure if I would go so far as to say
01:28:26
◼
►
I'm deeply optimistic about it, but my goodness,
01:28:29
◼
►
I feel like I'm much closer to that than I was ever before.
01:28:32
◼
►
And so, yeah, I mean, there's,
01:28:36
◼
►
with time I'm finding more and more ways
01:28:38
◼
►
that this thing has impressed me and I think that's cool.
01:28:41
◼
►
(upbeat music)
01:28:42
◼
►
- We're sponsored this episode by Computex 2024,
01:28:46
◼
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one of the world's largest AIO T and startup shows
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The URL is computex.taipei.com.tw/en/index.html/atp.
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And yeah, that'll also be in our show notes.
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01:30:07
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(upbeat music)
01:30:10
◼
►
All right, let's do some Ask ATP.
01:30:12
◼
►
Chandler Kent wrote probably six months ago,
01:30:15
◼
►
but here we are.
01:30:16
◼
►
Lesson learned, don't ever use Ask ATP
01:30:19
◼
►
for timely related things
01:30:21
◼
►
because we probably won't get to it in time.
01:30:23
◼
►
- Sometimes it happens though.
01:30:24
◼
►
Sometimes someone writes an Ask ATP
01:30:25
◼
►
and it goes in the next day's recording,
01:30:27
◼
►
so you never know.
01:30:28
◼
►
- You never know, but I wouldn't rely on it.
01:30:29
◼
►
But Chandler wrote 18 years ago,
01:30:32
◼
►
"I need to buy a car, but I don't know how."
01:30:33
◼
►
- I was thinking about buying a Power Mac G5.
01:30:36
◼
►
- Yeah, right.
01:30:37
◼
►
I'm a tech nerd with no experience buying cars.
01:30:39
◼
►
I fear that having the feeling of getting screwed
01:30:41
◼
►
by a sleazy car salesman.
01:30:43
◼
►
As tech nerds who are also into cars,
01:30:44
◼
►
what are your best tips for first time car buyers
01:30:47
◼
►
to make the process less stressful
01:30:48
◼
►
and hopefully get a fair price?
01:30:50
◼
►
I'm based in the US.
01:30:51
◼
►
We are buying our first family car since we have two kids
01:30:53
◼
►
and are thinking about expanding our family.
01:30:54
◼
►
Currently own a Volkswagen Jetta
01:30:55
◼
►
that my wife bought in 2011.
01:30:57
◼
►
So my two cents, and I will try to make this quick
01:30:59
◼
►
'cause this could go on for another 90 minutes if we let it.
01:31:03
◼
►
My two cents are twofold.
01:31:05
◼
►
Number one, if you really want a stress-free experience,
01:31:10
◼
►
I haven't bought from this company,
01:31:12
◼
►
but I have sold to this company.
01:31:14
◼
►
And there are other equivalents, I think, similar to it.
01:31:17
◼
►
And full disclosure, they're based out of Richmond,
01:31:19
◼
►
but CarMax, they sell used cars
01:31:22
◼
►
and their whole thing is no haggling.
01:31:24
◼
►
Like the price is the price.
01:31:26
◼
►
Granted, you probably will not get the world's best deal
01:31:29
◼
►
by going to CarMax, but you will have an easy transaction.
01:31:33
◼
►
Carvana, I've heard very mixed things about,
01:31:35
◼
►
this is sort of similar, but it's all internet-based.
01:31:37
◼
►
But I would consider CarMax,
01:31:39
◼
►
if you're not trying to buy new,
01:31:40
◼
►
go to CarMax and just find something on their lot
01:31:42
◼
►
or find something nearby and it'll be fairly straightforward.
01:31:44
◼
►
You won't get the best price, but it'll be easy.
01:31:47
◼
►
But for me, when we've bought cars,
01:31:49
◼
►
in the last couple of cars we've bought,
01:31:51
◼
►
we've bought new, mostly to get CarPlay.
01:31:53
◼
►
And what we did was I emailed
01:31:59
◼
►
or reached out to the salespeople.
01:32:01
◼
►
For all the dealers within two to three hours of my house
01:32:05
◼
►
and said, "What is your best out-the-door price
01:32:07
◼
►
for the following car?"
01:32:09
◼
►
An XC90 with this, that, this, that, this, that, this, that.
01:32:11
◼
►
What's your best price?
01:32:12
◼
►
And by the way, I'm emailing a bunch of other dealers
01:32:15
◼
►
to ask the same thing.
01:32:15
◼
►
And so what ends up happening is
01:32:18
◼
►
one or two of the dealers will come up with a decent price
01:32:20
◼
►
and you can, via email, you can just say,
01:32:22
◼
►
"Oh, well, the dealer down the road said 50,000
01:32:25
◼
►
and the dealer up the road said 55,000.
01:32:27
◼
►
Can you come down dealer up the road?"
01:32:29
◼
►
And you can kind of create a bidding more.
01:32:30
◼
►
Now, granted, you have to be the intermediary to do this
01:32:32
◼
►
and it's a pain in the butt and it takes forever,
01:32:34
◼
►
but we've gotten some pretty darn good deals
01:32:37
◼
►
on our last couple of cars by doing something like that.
01:32:40
◼
►
So it takes a lot of work,
01:32:42
◼
►
but you can get a pretty decent deal.
01:32:44
◼
►
And pretty much all the haggling is done up front,
01:32:47
◼
►
which is really, really nice.
01:32:49
◼
►
So by the time you go in,
01:32:50
◼
►
it's mostly about just signing a few papers
01:32:53
◼
►
and getting the car.
01:32:54
◼
►
The other thing I would also advocate,
01:32:55
◼
►
and then I'll stop talking,
01:32:56
◼
►
is if you can provide your own financing,
01:32:59
◼
►
I would at least be prepared to.
01:33:00
◼
►
Now, there's catches and caveats with that
01:33:02
◼
►
because oftentimes you may get a better deal
01:33:04
◼
►
if you use the dealer's financing,
01:33:06
◼
►
but sometimes the dealer likes an easy transaction
01:33:08
◼
►
and when you just hand them a check or pay cash,
01:33:11
◼
►
that can go a lot easier.
01:33:12
◼
►
So I think Jon has some links he's gonna talk about.
01:33:15
◼
►
So before we get there, Marco,
01:33:16
◼
►
what would you like to add to this
01:33:18
◼
►
or anything else you'd like to contribute?
01:33:20
◼
►
- Some brands, notably like Tesla
01:33:23
◼
►
and also Rivian and many of the new brands,
01:33:26
◼
►
they don't like the ones that sell direct
01:33:28
◼
►
where you're not going through dealers.
01:33:30
◼
►
Usually they don't even have negotiable prices.
01:33:33
◼
►
Like usually it's just here's the price.
01:33:34
◼
►
It's like buying something on Amazon.
01:33:36
◼
►
Like this is the price.
01:33:37
◼
►
You can order it or not.
01:33:39
◼
►
And in some ways, that kind of takes
01:33:41
◼
►
some of the quote fun out of it for some people.
01:33:43
◼
►
For me, that took a lot of stress out of it
01:33:44
◼
►
because I didn't have to worry am I getting screwed.
01:33:47
◼
►
Everyone's getting screwed equally.
01:33:48
◼
►
So you don't have to like feel bad about it
01:33:51
◼
►
or put any thought or time into it.
01:33:53
◼
►
So that's wonderful when there's a brand
01:33:54
◼
►
that just there is no negotiation.
01:33:57
◼
►
When you're dealing with most other brands
01:33:59
◼
►
where you're going through dealers
01:34:00
◼
►
and having all these markups,
01:34:02
◼
►
it's like any other negotiation.
01:34:05
◼
►
The more information you have about their situation,
01:34:09
◼
►
It helps to know things like for instance,
01:34:11
◼
►
if you can use online nerdery to find out
01:34:15
◼
►
what does this car cost the dealer?
01:34:17
◼
►
I believe this is called the invoice price
01:34:20
◼
►
in some circles or whatever else.
01:34:22
◼
►
But you can usually use some kind of online research
01:34:25
◼
►
to figure out what does the dealer cost for this car.
01:34:29
◼
►
Now it's a little more complicated.
01:34:30
◼
►
Sometimes there's like certain incentives
01:34:32
◼
►
and everything the dealer gets
01:34:33
◼
►
to kind of cut into it a little bit.
01:34:34
◼
►
But for the most part, you should have some idea
01:34:37
◼
►
of what you can reasonably even ask for.
01:34:40
◼
►
Because if you're asking to buy a $35,000 car
01:34:44
◼
►
and it costs the dealer $32,000
01:34:46
◼
►
and you go in there and say I'll give you 20,
01:34:49
◼
►
they're gonna laugh at you.
01:34:50
◼
►
'Cause what you're asking for is totally impossible
01:34:53
◼
►
and unreasonable and that just shows
01:34:54
◼
►
you don't know what you're talking about.
01:34:56
◼
►
If you go in there with some idea
01:34:58
◼
►
of what you're talking about
01:34:59
◼
►
and you know that their cost is 32
01:35:03
◼
►
and you say I'll give you 32, five,
01:35:05
◼
►
right now I'll walk out the door.
01:35:06
◼
►
Like you're giving them a profit margin,
01:35:08
◼
►
you know they're gonna,
01:35:09
◼
►
'cause you know they're not gonna give it to you
01:35:11
◼
►
for their cost, they're gonna want some profit.
01:35:13
◼
►
So you give them 500 bucks or 1,000 bucks in profit
01:35:16
◼
►
and usually they'll be fine with that
01:35:18
◼
►
and they'll be happy to have the deal done quickly.
01:35:19
◼
►
Now Casey's method is better.
01:35:21
◼
►
You should probably combine these two.
01:35:22
◼
►
So you should probably like,
01:35:25
◼
►
if you have multiple dealers in the region
01:35:27
◼
►
who will compete with each other,
01:35:28
◼
►
who you can just email and deal with it that way,
01:35:31
◼
►
that's better.
01:35:32
◼
►
But you should also know what to ask for in the first place
01:35:35
◼
►
and you should know kind of what kind of pricing
01:35:37
◼
►
is reasonable to expect.
01:35:38
◼
►
You should also know about other factors.
01:35:40
◼
►
So for instance, oftentimes,
01:35:43
◼
►
depending on how you wanna finance it,
01:35:45
◼
►
oftentimes some of the best values in the car business
01:35:49
◼
►
are lease specials.
01:35:51
◼
►
Because if you want to and can lease the vehicle,
01:35:56
◼
►
leasing is usually backed by some financial arm
01:35:58
◼
►
of the car company who you're buying the car from.
01:36:01
◼
►
And so if the car company is say,
01:36:04
◼
►
kinda is maybe looking to miss some of their sales targets
01:36:07
◼
►
for the quarter and the end of the quarter's coming up soon,
01:36:10
◼
►
they might borrow against their future selves
01:36:13
◼
►
by offering a lease special
01:36:15
◼
►
to give you a pretty good deal on a car
01:36:17
◼
►
to get you to please for the love of God,
01:36:19
◼
►
start this lease now in this quarter.
01:36:21
◼
►
So you can take advantage of factors like that.
01:36:24
◼
►
End of month, end of quarter things,
01:36:26
◼
►
there's some wiggle room there.
01:36:29
◼
►
Ultimately though, all of this comes down to
01:36:31
◼
►
basic negotiation, which of you needs it more?
01:36:35
◼
►
Do you want this certain car a lot?
01:36:38
◼
►
Do a lot of other people want that same car?
01:36:40
◼
►
So for instance, if what you're going for
01:36:43
◼
►
is a very in-demand car that maybe is a bit of a short supply
01:36:47
◼
►
you're gonna pay through the nose and they know it
01:36:49
◼
►
and there's nothing you can do about it.
01:36:50
◼
►
'Cause if you don't buy it, someone else will come in
01:36:52
◼
►
later that day and they'll buy it.
01:36:55
◼
►
But whereas, if the flip side is true,
01:36:57
◼
►
if what you're trying to buy is a car
01:36:59
◼
►
that is pretty plentiful and the dealer
01:37:02
◼
►
is gonna miss their sales target
01:37:03
◼
►
or the manufacturer is gonna miss
01:37:05
◼
►
their quarterly earnings target,
01:37:07
◼
►
you can take advantage of that and you can get a good price.
01:37:09
◼
►
So the more information you have, the better,
01:37:11
◼
►
because you wanna know where you stand.
01:37:15
◼
►
How much leverage you have depends on how much
01:37:17
◼
►
they wanna sell you that car
01:37:19
◼
►
and you need to know how far down you can even go
01:37:23
◼
►
in the price while still being reasonable
01:37:26
◼
►
and within what they can accept.
01:37:27
◼
►
- What's the John answer to this question?
01:37:30
◼
►
- So my suggestion is, so there's lots of online tools
01:37:33
◼
►
to help you with this stuff and there's a YouTube channel
01:37:36
◼
►
that I found interesting and it's a good example,
01:37:38
◼
►
I'm not gonna, a good example of a genre
01:37:41
◼
►
of YouTube type channel where the channel
01:37:45
◼
►
is essentially a come on for you to sign up
01:37:47
◼
►
for a service, but they have lots of free videos on YouTube,
01:37:51
◼
►
all of which are telling you to go to the website
01:37:53
◼
►
and sign up for the service and pay the money.
01:37:55
◼
►
This is, the channel's called Car Edge
01:37:58
◼
►
and they have a website and they do have a thing
01:38:00
◼
►
they want you to pay for, but there's a lot of free value
01:38:05
◼
►
that you can extract from something like Car Edge
01:38:08
◼
►
without ever paying them any money.
01:38:09
◼
►
I've never paid Car Edge any money,
01:38:11
◼
►
but I've watched a bunch of their videos
01:38:13
◼
►
and the thing I like about Car Edge is,
01:38:17
◼
►
if you watch enough of the videos,
01:38:18
◼
►
the free videos that are on YouTube,
01:38:20
◼
►
you will eventually start to get a feel
01:38:23
◼
►
for what the dealership experience is like,
01:38:27
◼
►
the bad old negotiated price dealership experience.
01:38:32
◼
►
One of the people who runs the channel
01:38:34
◼
►
used to be a car dealer, so he knows what it's like
01:38:37
◼
►
on the other side, right?
01:38:38
◼
►
And they do lots of role playing in the channel,
01:38:40
◼
►
which I think is the other important part
01:38:42
◼
►
of negotiating for car dealers,
01:38:45
◼
►
just like any other salespeople will leverage
01:38:49
◼
►
social norms, essentially,
01:38:54
◼
►
to get you to do something you otherwise wouldn't, right?
01:38:57
◼
►
So social norms of not wanting to disagree with somebody
01:39:01
◼
►
or not wanting to be rude to them,
01:39:03
◼
►
those sound like things that wouldn't cause you
01:39:06
◼
►
to pay thousands of dollars more for a car,
01:39:08
◼
►
but they absolutely will, right?
01:39:10
◼
►
And I'm not saying you have to be obnoxious and rude,
01:39:12
◼
►
but there are many things
01:39:13
◼
►
that you will feel uncomfortable doing
01:39:15
◼
►
if you haven't either rehearsed them yourself
01:39:17
◼
►
or at least seen other people role playing
01:39:19
◼
►
and rehearsing them,
01:39:20
◼
►
because it's very easy to sort of get caught up,
01:39:22
◼
►
and also, frankly, but if you find yourself
01:39:25
◼
►
in a car dealer, one of the things they do
01:39:27
◼
►
is keep you there for a long time,
01:39:28
◼
►
'cause you're like, "I don't wanna go through this all again
01:39:31
◼
►
"on another day, I just wasted one of my weekend days
01:39:33
◼
►
"doing this, and I basically decided
01:39:35
◼
►
"that I don't wanna buy this car at this price,
01:39:37
◼
►
"but if I leave now, all I'm doing is signing myself up
01:39:40
◼
►
"to have to do this again next weekend,
01:39:43
◼
►
"and how soon do I need the car?
01:39:45
◼
►
"I needed ASAP 'cause my old car was totaled," or whatever.
01:39:48
◼
►
You don't ever wanna be in that situation, right?
01:39:50
◼
►
Sometimes you can't help it,
01:39:51
◼
►
but it's just a thing to keep in mind.
01:39:53
◼
►
They're relying on you not wanting to feel like you're rude
01:39:57
◼
►
and you not feeling exhausted
01:39:59
◼
►
and not wanting to go through this whole ordeal again
01:40:01
◼
►
to just be like, "Fine, whatever, resist that."
01:40:04
◼
►
So I would suggest going to something
01:40:06
◼
►
like the Car Edge YouTube channel or their website
01:40:08
◼
►
or anything similar and sucking all the value out of that
01:40:11
◼
►
for free, if you wanna sign up for a client.
01:40:13
◼
►
I wouldn't give them any money,
01:40:15
◼
►
but there's so much good knowledge on YouTube of like,
01:40:18
◼
►
here's what it's gonna be like when you go in the dealer.
01:40:20
◼
►
Here's what the dealer's gonna say to you.
01:40:22
◼
►
Here's why this is not true.
01:40:23
◼
►
Here's why that's not true.
01:40:24
◼
►
And yes, there are tons of websites
01:40:25
◼
►
where you can look up what the dealer prices for this car
01:40:28
◼
►
and incentives and all that other stuff.
01:40:30
◼
►
And what Marco said about rare cars is true.
01:40:31
◼
►
If you want a Civic Type R, bad news for you.
01:40:34
◼
►
You're lucky if you can even find one,
01:40:37
◼
►
let alone get one that's not $10,000 over MSRP.
01:40:40
◼
►
So try to buy a car that is not very rare.
01:40:43
◼
►
Try to not be in a hurry for it.
01:40:46
◼
►
Do your research ahead of time and practice.
01:40:49
◼
►
And if you're in a partnership
01:40:52
◼
►
and your partner is more comfortable
01:40:54
◼
►
doing this type of negotiation,
01:40:56
◼
►
if you do role-playing and one of you just can't
01:40:58
◼
►
bring themselves to just walk out the door
01:41:01
◼
►
and say, "No," or, "No, I can't do that,"
01:41:03
◼
►
have the other person to negotiate.
01:41:04
◼
►
(both laughing)
01:41:07
◼
►
'Cause you have to end up doing that.
01:41:09
◼
►
And I will say finally, in the end,
01:41:13
◼
►
before you even start this process,
01:41:15
◼
►
if you have in mind, "I think I want a Honda Civic-ish car,
01:41:20
◼
►
"and I have this amount of money for it,
01:41:22
◼
►
"and if I paid this amount of money
01:41:24
◼
►
"and I got a brand new Honda Civic-ish car,
01:41:26
◼
►
"I would be happy," in the end, if you do get exhausted
01:41:29
◼
►
and someone says, "Hey, I'll give you a Honda Civic
01:41:31
◼
►
"for a number that is within the range
01:41:33
◼
►
"that you wanted to pay," even if you essentially,
01:41:36
◼
►
"Oh, I'm overpaying, I got screwed."
01:41:38
◼
►
So you paid an extra $1,000 for a Civic.
01:41:41
◼
►
The world will not end.
01:41:42
◼
►
Make sure you get the car you want
01:41:45
◼
►
for a price that you're okay with,
01:41:46
◼
►
and then maybe you've done minimal sanity checking
01:41:48
◼
►
on that price to make sure it's not completely outrageous,
01:41:51
◼
►
and you'll be fine.
01:41:52
◼
►
There's no one who's gonna come to your house and say,
01:41:55
◼
►
"I heard you paid $500 more than your neighbor for your car.
01:41:57
◼
►
"Don't you feel bad?"
01:41:58
◼
►
Don't feel bad.
01:41:59
◼
►
Just get a car that you're happy with
01:42:01
◼
►
that hopefully you'll like for a reasonable price.
01:42:04
◼
►
There's no award for shaving down that last $100
01:42:08
◼
►
off the price.
01:42:09
◼
►
You're gonna spend that much filling up the tank twice,
01:42:11
◼
►
or if you get an EV, you're spending so much money anyway,
01:42:14
◼
►
so who cares?
01:42:17
◼
►
- No, I think just to reiterate what Jon just said,
01:42:19
◼
►
it is important to know that no matter how nice
01:42:23
◼
►
or not sleazy the dealer is,
01:42:25
◼
►
their profession is to manipulate you into paying them
01:42:29
◼
►
as much money as you are possibly capable of paying.
01:42:32
◼
►
And so there will be moments where you have to say,
01:42:35
◼
►
"Nope, I'm out," and walk away.
01:42:37
◼
►
And there are moments where you probably will have
01:42:39
◼
►
to be kind of rude.
01:42:40
◼
►
When I bought the Volkswagen, I negotiated in advance,
01:42:45
◼
►
we came to a price, and I said,
01:42:47
◼
►
"Okay, I'm gonna come up at such and such a time.
01:42:49
◼
►
"Everything's good to go.
01:42:50
◼
►
"I'll have all the paperwork I need.
01:42:52
◼
►
"I'll have a check for you," et cetera, et cetera.
01:42:54
◼
►
And this was at a Volkswagen dealer.
01:42:57
◼
►
The Volkswagen dealer nearest the Volkswagen
01:43:00
◼
►
of America headquarters up in the DC area.
01:43:02
◼
►
And I was trying to get this car bought.
01:43:06
◼
►
Everything was squared away.
01:43:07
◼
►
I just had to sign the paperwork.
01:43:08
◼
►
And they wouldn't put me in front of the finance people,
01:43:12
◼
►
which was silly because I didn't even need
01:43:13
◼
►
to finance anything, but nevertheless,
01:43:15
◼
►
they wouldn't put me in front of the finance people
01:43:16
◼
►
for like an hour.
01:43:17
◼
►
And eventually I sent a text to the child
01:43:20
◼
►
that was my dealer, and I said,
01:43:23
◼
►
"Look, I am going to leave if I'm not in front
01:43:26
◼
►
"of somebody in five minutes."
01:43:28
◼
►
I was a total chad about it, because I'd been saying,
01:43:32
◼
►
"What's the story, what's the story, what's the story?
01:43:34
◼
►
"You need to run off to go ask such and such and such.
01:43:36
◼
►
"Who's a mob of them?"
01:43:37
◼
►
And eventually I sent a text and I was like,
01:43:38
◼
►
"I will leave in five minutes if I'm not
01:43:40
◼
►
"in front of somebody."
01:43:41
◼
►
And do you know what, fellas?
01:43:42
◼
►
Do you know what happened in about three minutes?
01:43:44
◼
►
I was sitting in front of the finance person
01:43:46
◼
►
who was then giving me the rigmarole about,
01:43:48
◼
►
"Oh, you need the underbody protection.
01:43:49
◼
►
"Oh, you need the wheel protection.
01:43:50
◼
►
"Oh, you need the tire protection."
01:43:52
◼
►
And you have to say, "No, no, no, no."
01:43:54
◼
►
But eventually I sure enough got out of there
01:43:57
◼
►
with the car I wanted at the price I wanted,
01:43:59
◼
►
and it all worked out.
01:44:00
◼
►
But it took me being a chad to get there,
01:44:02
◼
►
and that was no fun.
01:44:03
◼
►
- Oh yeah, on the topic of, this is another thing
01:44:05
◼
►
to watch the carage videos about.
01:44:06
◼
►
It's complicated, but like,
01:44:08
◼
►
should I tell them that I'm paying in cash?
01:44:10
◼
►
Should I tell them I have a trade-in?
01:44:12
◼
►
When should I tell them these things?
01:44:13
◼
►
Should I not say anything about it
01:44:14
◼
►
until we've agreed on a number?
01:44:15
◼
►
Like, it's more complicated than you think,
01:44:17
◼
►
which is why I think you should watch these free videos
01:44:19
◼
►
and get an idea of like, the things you should
01:44:21
◼
►
and shouldn't say until you get an agreed upon price.
01:44:25
◼
►
And then you pull out, "Oh, and by the way,
01:44:26
◼
►
"I have a trade-in.
01:44:27
◼
►
"Oh, and by the way, I'm paying cash."
01:44:28
◼
►
Or, "By the way, I'll do your finance thing
01:44:31
◼
►
"as long as there's no early penalty thing."
01:44:32
◼
►
Because they often have incentives
01:44:34
◼
►
to get you to sign up for the finance thing.
01:44:36
◼
►
They're like, "Look, we know you're gonna pay cash for it,
01:44:38
◼
►
"but if you will just sign up for this loan
01:44:40
◼
►
"and then immediately pay it off,
01:44:41
◼
►
"you'll never pay a penny in interest or whatever."
01:44:43
◼
►
That's not always a scam.
01:44:45
◼
►
Sometimes that's a real thing.
01:44:47
◼
►
I've done it with my own cars
01:44:49
◼
►
where we get a quote unquote car loan
01:44:51
◼
►
and then just immediately pay it off
01:44:52
◼
►
with no prepayment penalty whatsoever
01:44:55
◼
►
to get a lower price on the car.
01:44:56
◼
►
But that usually, by the time you're negotiating,
01:44:59
◼
►
that is after you've essentially got agreed upon price
01:45:01
◼
►
and maybe you're trying to get it to go even lower.
01:45:03
◼
►
So anyway, watch his Car Edge videos.
01:45:04
◼
►
I found them very educational.
01:45:06
◼
►
It may make you think, "I never wanna buy a car again,"
01:45:08
◼
►
or, "I wanna buy something with no haggle price."
01:45:11
◼
►
Do you guys remember when Saturn did that?
01:45:12
◼
►
It was one of the first-- - Yeah, yeah, yeah.
01:45:13
◼
►
We had a Saturn.
01:45:14
◼
►
That was my first car, was a Saturn.
01:45:15
◼
►
- And that was a dealership thing.
01:45:17
◼
►
It wasn't like Rivian or Tesla.
01:45:19
◼
►
It was a car from a big car company
01:45:21
◼
►
with a dealership chain where it was still no haggle pricing.
01:45:24
◼
►
So yeah, no haggle pricing, like Marco said.
01:45:26
◼
►
Everyone gets screwed equally.
01:45:27
◼
►
Yeah, but it is possible to find a good deal on a new car,
01:45:31
◼
►
and if not, then on a used car as well.
01:45:33
◼
►
And obviously, Marco has the most experience buying cars
01:45:37
◼
►
into many of us, but I feel like it's not--
01:45:40
◼
►
- Well, actually, is that true?
01:45:41
◼
►
I don't know if he has the most experience buying cars.
01:45:43
◼
►
He has a lot of experience leasing cars,
01:45:45
◼
►
but buying cars, I don't know.
01:45:47
◼
►
- You're in a dealership.
01:45:48
◼
►
You're dealing with those people.
01:45:49
◼
►
You're giving them money. - Yeah, fair, fair.
01:45:50
◼
►
- It's all the same.
01:45:51
◼
►
- But you know leases are also negotiable, right?
01:45:53
◼
►
Everyone knows that?
01:45:55
◼
►
- You can negotiate the price
01:45:56
◼
►
on which they're basing the lease.
01:45:58
◼
►
- Fair enough.
01:45:59
◼
►
All right, we should move on.
01:45:59
◼
►
And anonymous rights.
01:46:01
◼
►
When Apple, Hewlett-Packard, and John Deere
01:46:03
◼
►
sells physical products, we don't actually own the product.
01:46:06
◼
►
John Deere uses software to prevent farmers
01:46:08
◼
►
from repairing their tractors.
01:46:09
◼
►
HP uses software to prevent users
01:46:10
◼
►
from using non-HP ink in their printers.
01:46:12
◼
►
Apple uses software to prevent users
01:46:14
◼
►
from installing Fortnite on their phones.
01:46:16
◼
►
With all this discussion of the DMA
01:46:17
◼
►
and Apple's treatment of developers,
01:46:18
◼
►
there's little mention of Apple's taking
01:46:20
◼
►
of iPhone device ownership from consumers.
01:46:23
◼
►
Do you, the hosts of ATP, have any opinions
01:46:25
◼
►
on how Apple's assertion of ownership over iPhones
01:46:27
◼
►
after they've sold them to consumers harms said consumers?
01:46:31
◼
►
I understand the premise here.
01:46:33
◼
►
Granted, I give Apple a pass on a lot of things
01:46:37
◼
►
that maybe I shouldn't, but I don't really get vibes
01:46:40
◼
►
that it's Apple's device.
01:46:42
◼
►
And in fact, there was, what was the kerfuffle
01:46:45
◼
►
about like photo scanning or something like that?
01:46:47
◼
►
There was something recently that all of us were like,
01:46:48
◼
►
whoa, whoa, whoa, whoa, whoa, whoa.
01:46:50
◼
►
That's not for you to be doing without my permission.
01:46:53
◼
►
- Yeah, it was the CSAM analysis from last year.
01:46:56
◼
►
- Yeah, it's not that I have a problem with CSAM analysis,
01:46:59
◼
►
but just telling me that you're doing this on my phone
01:47:01
◼
►
and sucking up my battery to do it and stuff like that,
01:47:04
◼
►
I don't love that, and they reverse course.
01:47:06
◼
►
But the broader point I don't think is unreasonable,
01:47:10
◼
►
and I certainly don't love that ownership
01:47:14
◼
►
is a lot squishier now than it was before.
01:47:17
◼
►
But with Apple particularly,
01:47:18
◼
►
I don't really feel that squeeze quite yet.
01:47:21
◼
►
I think I started with Marco last time,
01:47:23
◼
►
so John, what are your thoughts here?
01:47:24
◼
►
- I put this question in here
01:47:25
◼
►
because just to give myself an opportunity
01:47:27
◼
►
to say something that I kept meaning to say,
01:47:29
◼
►
that it basically goes unsaid in all of our discussions
01:47:31
◼
►
of the iPhone and the App Store
01:47:33
◼
►
and developers being annoyed or whatever,
01:47:34
◼
►
but I figure we should say it
01:47:35
◼
►
in case people don't just assume it.
01:47:38
◼
►
Whenever we talk about developers being annoyed
01:47:42
◼
►
that they don't feel like
01:47:43
◼
►
they're getting their money's worth from Apple,
01:47:45
◼
►
Apple is running the App Store in a way they disagree with,
01:47:48
◼
►
it's taking too much of their profits,
01:47:49
◼
►
whatever their cut is, and people would say,
01:47:51
◼
►
why are people mad about that?
01:47:53
◼
►
They shouldn't be mad.
01:47:54
◼
►
Here is another situation where another company
01:47:56
◼
►
takes an even bigger cut and people aren't mad,
01:47:58
◼
►
it's unfair that people are mad at Apple.
01:48:00
◼
►
And this is, I'll get to it,
01:48:02
◼
►
this is actually related to the whole
01:48:03
◼
►
John Deere, HB printer ink thing.
01:48:05
◼
►
One of the explanations of why people might be mad at Apple
01:48:11
◼
►
for doing something that they're not mad at other companies
01:48:13
◼
►
for doing an even worse thing,
01:48:15
◼
►
is because those people who are mad view the phone
01:48:22
◼
►
the same way they view Apple's other earlier platforms,
01:48:26
◼
►
personal computers.
01:48:27
◼
►
Personal computers have existed for a really long time,
01:48:31
◼
►
some of the people who have sold software
01:48:33
◼
►
for personal computers are still alive
01:48:35
◼
►
and selling software or trying to sell software
01:48:37
◼
►
for things like iPhones.
01:48:39
◼
►
And on personal computers,
01:48:40
◼
►
for the whole history of that product,
01:48:44
◼
►
companies would make a computer
01:48:47
◼
►
and there'd be an operating system,
01:48:48
◼
►
sometimes made by the same company,
01:48:49
◼
►
sometimes made by the other,
01:48:51
◼
►
and then you'd buy applications for them
01:48:53
◼
►
and you'd run them.
01:48:54
◼
►
And the applications used to be sold through Eged Software,
01:48:57
◼
►
Eged Software would take 55%
01:48:58
◼
►
of every single box of software they sold,
01:49:00
◼
►
which is way more than 30%.
01:49:02
◼
►
And then the rest would go to the software developer
01:49:04
◼
►
or the publisher, whatever, in any way,
01:49:06
◼
►
and you'd put it on your computer.
01:49:07
◼
►
And then with the advent of the internet,
01:49:09
◼
►
people said, "I don't need Eged Software,
01:49:10
◼
►
"I can sell you my software directly."
01:49:12
◼
►
You buy it from my website, download it to your computer,
01:49:15
◼
►
you install it and you run it.
01:49:17
◼
►
And Apple isn't involved at all in that transaction.
01:49:19
◼
►
Apple sold you the computer,
01:49:20
◼
►
maybe Apple sold you the operating system.
01:49:23
◼
►
Apple has its own applications that you can buy,
01:49:24
◼
►
but when you buy the application from me,
01:49:26
◼
►
you go to my website, you give me money,
01:49:29
◼
►
maybe I pay a credit card processor,
01:49:30
◼
►
maybe I pay some other payment processor or whatever,
01:49:33
◼
►
but that's all my business.
01:49:34
◼
►
And if you own a computer, you can buy from me
01:49:37
◼
►
and put that software on your computer.
01:49:39
◼
►
And people look at the phone and they think,
01:49:42
◼
►
"That's how the phone should work."
01:49:44
◼
►
Because we have literal decades of precedent,
01:49:46
◼
►
maybe not decades with the internet buying on websites,
01:49:49
◼
►
but decades of precedent of like,
01:49:50
◼
►
"Hey, I buy a computer from a company
01:49:52
◼
►
"and maybe they make an operating system,
01:49:54
◼
►
"but after that, I can do whatever I want."
01:49:56
◼
►
And yeah, maybe Eged Software gets 55%
01:49:58
◼
►
of every box of software, but that's not my problem,
01:50:00
◼
►
I don't have to deal with that.
01:50:01
◼
►
And in some respects,
01:50:02
◼
►
people are more okay with retailers taking stuff.
01:50:05
◼
►
It's like, look, they have to make a physical box
01:50:07
◼
►
and we ship it to them and they have warehouses
01:50:08
◼
►
and inventory and they pay employees
01:50:10
◼
►
and they rent a building and they heat and they cool it.
01:50:13
◼
►
There's obvious costs involved there
01:50:15
◼
►
and retail is a long-established thing,
01:50:17
◼
►
but still the computer is sort of like,
01:50:20
◼
►
"It's my computer, I own it,
01:50:21
◼
►
"I can run whatever software I want."
01:50:23
◼
►
It's not like Microsoft can reach out
01:50:26
◼
►
and say or Dell or whatever and say,
01:50:27
◼
►
"No, I'm sorry, you're not allowed to play Fortnite anymore
01:50:29
◼
►
"because Dell says you can't."
01:50:31
◼
►
And when Apple says that you can't have Fortnite
01:50:33
◼
►
on your phone anymore,
01:50:34
◼
►
a lot of times it feels like Dell is telling them
01:50:36
◼
►
that they can't play Doom on their PC.
01:50:38
◼
►
It's absurd to them.
01:50:40
◼
►
I'm not saying they're right or wrong,
01:50:43
◼
►
I'm just saying that this is a thing
01:50:44
◼
►
that happened in history.
01:50:46
◼
►
People remember that history.
01:50:47
◼
►
In fact, that history continues to this day
01:50:49
◼
►
on platforms that Apple sells like the Mac
01:50:51
◼
►
where they can't stop me from downloading a piece of software
01:50:54
◼
►
off the internet and playing it and using it on my Mac.
01:50:57
◼
►
And so far Apple has not, I mean they could,
01:50:59
◼
►
but so far Apple has said they won't and they haven't.
01:51:01
◼
►
So there is this other thing
01:51:05
◼
►
that looks a lot like a computer
01:51:07
◼
►
or a lot like the phone, if you squint,
01:51:09
◼
►
that makes people feel like the phone should work that way.
01:51:12
◼
►
And I feel like this person's question is similar.
01:51:15
◼
►
They say they remember a world
01:51:18
◼
►
or know about currently a world
01:51:20
◼
►
where the situation is different.
01:51:22
◼
►
And they say what's different between the phone
01:51:26
◼
►
and the iPad and a Mac and a PC?
01:51:29
◼
►
They're all computers with screens and RAM
01:51:32
◼
►
and communication device, like what's so different?
01:51:35
◼
►
And I'm sure you can come up with the reasons
01:51:38
◼
►
why it's different.
01:51:38
◼
►
Certainly Apple has tried over the years.
01:51:39
◼
►
I remember when the iPhone first came out,
01:51:41
◼
►
a lot of the reasons that Apple said it was different
01:51:42
◼
►
was because it's the cell phone network
01:51:44
◼
►
and you don't want arbitrary software running on here
01:51:46
◼
►
'cause that could destroy the cell phone.
01:51:47
◼
►
Remember the whole scaremongering about it?
01:51:49
◼
►
- Yeah, wasn't that Steve Jobs himself who gave that excuse?
01:51:51
◼
►
- Yeah, yeah.
01:51:52
◼
►
It's like before the App Store existed,
01:51:54
◼
►
like why they have to be web apps
01:51:56
◼
►
and can't be regular apps, obviously.
01:51:57
◼
►
But like, I'm not explaining this to say
01:52:01
◼
►
this is why Apple is wrong.
01:52:03
◼
►
I'm just putting this out there so people know
01:52:07
◼
►
this is one of the things that contributes
01:52:09
◼
►
to people's dissatisfaction
01:52:11
◼
►
because they know it has been, can be,
01:52:13
◼
►
and is different on other platforms
01:52:15
◼
►
that people think are close enough to the iPhone
01:52:19
◼
►
that it shouldn't be that different.
01:52:20
◼
►
And we don't really mention that.
01:52:22
◼
►
We don't talk about that because we're also like,
01:52:24
◼
►
oh, everyone knows on PCs,
01:52:25
◼
►
it's not like it is on the iPhone.
01:52:26
◼
►
But I just want to reiterate,
01:52:27
◼
►
on PCs, it is not like it is on the iPhone.
01:52:30
◼
►
And that contributes greatly to certain,
01:52:33
◼
►
maybe just old people's,
01:52:34
◼
►
but certain people's attitude towards the iPhone
01:52:36
◼
►
and iOS and the Mac App Store and stuff like that
01:52:38
◼
►
is because maybe they're old
01:52:40
◼
►
and they remember the olden times,
01:52:40
◼
►
but even if not, even if they're young people,
01:52:42
◼
►
if you buy a Mac today,
01:52:44
◼
►
you can run any software you want on it
01:52:46
◼
►
and Apple can't stop you.
01:52:47
◼
►
And that's a platform that Apple sells today.
01:52:50
◼
►
So I don't think when all us old people die,
01:52:52
◼
►
I don't think everyone will just accept Apple's cut
01:52:54
◼
►
and their total control over the App Store.
01:52:57
◼
►
I think as long as the Mac continues to exist,
01:52:59
◼
►
as long as the PC continues to exist,
01:53:01
◼
►
as long as those platforms like that exist,
01:53:03
◼
►
as long as the web exists
01:53:05
◼
►
and people are born every day and see those things,
01:53:07
◼
►
they will ask that same question.
01:53:09
◼
►
And the question is, why is this phone different
01:53:13
◼
►
than this PC?
01:53:14
◼
►
Or, you know, the John Deere tractor people.
01:53:16
◼
►
I've been buying John Deere tractors for 50 years.
01:53:19
◼
►
Why is this tractor something I can't fix it myself?
01:53:22
◼
►
Why can't I take my cracked phone screen
01:53:24
◼
►
and get it fixed at the mall kiosk
01:53:26
◼
►
if I'm willing to do that for less money?
01:53:28
◼
►
Parts pairing, like, I hope that we don't lose sight
01:53:31
◼
►
of the way things used to be
01:53:33
◼
►
because the way things are today on the iPhone
01:53:35
◼
►
are not necessarily the way they always have to be.
01:53:38
◼
►
Same deal with John Deere tractors or whatever.
01:53:40
◼
►
And in particular, when it comes to Apple's platforms,
01:53:43
◼
►
the fact that they were founded
01:53:45
◼
►
as a personal computer company
01:53:46
◼
►
and have all those decades of experience
01:53:48
◼
►
with personal computers,
01:53:49
◼
►
and we did have that time
01:53:51
◼
►
when personal computers existed and the internet existed
01:53:53
◼
►
and you could buy software directly from software developers
01:53:55
◼
►
without the platform vendor being involved at all,
01:53:57
◼
►
that contributes greatly to people's dissatisfaction.
01:54:01
◼
►
- It's just things used to be simple and now they're not.
01:54:03
◼
►
And before we even started recording the bootleg,
01:54:06
◼
►
I was whining and moaning to the boys
01:54:09
◼
►
about doing some Minecraft-related things
01:54:11
◼
►
for Declan this evening.
01:54:12
◼
►
And I couldn't help but think to myself
01:54:15
◼
►
as this was going on,
01:54:16
◼
►
like, what's the canceled comic
01:54:19
◼
►
when he was talking about Wi-Fi on a plane?
01:54:21
◼
►
Like, everything's awesome and nobody's happy.
01:54:24
◼
►
This is kind of like everything's awful and nobody's happy
01:54:26
◼
►
because there were like so many layers I had to jump through
01:54:29
◼
►
and so many hoops I had to jump through
01:54:30
◼
►
in order to get something working
01:54:32
◼
►
where it used to be that you installed a piece of software
01:54:35
◼
►
and then it ran.
01:54:35
◼
►
And I get why things are not that way today
01:54:37
◼
►
and for the most part, I prefer it the way it is today,
01:54:40
◼
►
but golly, when it goes bad, it goes real bad.
01:54:43
◼
►
- Well, but also, you know,
01:54:44
◼
►
there's kind of an overton window effect here of,
01:54:47
◼
►
you know, like the sliding window of what we accept
01:54:50
◼
►
as normal/acceptable/palatable in computers.
01:54:55
◼
►
And that changes over time, you know.
01:54:57
◼
►
And to kind of build on what Jon was saying,
01:55:00
◼
►
back in the day when many of our listeners
01:55:04
◼
►
were probably not even born yet,
01:55:06
◼
►
we had, there was a huge ripple
01:55:10
◼
►
throughout the computer enthusiast community
01:55:13
◼
►
when hardware started including DRM in hardware.
01:55:17
◼
►
I remember there was, was it the Intel TPM?
01:55:21
◼
►
There was like, Microsoft and Intel were working together
01:55:25
◼
►
on like a trusted platform.
01:55:27
◼
►
And this was when they were first adding
01:55:30
◼
►
basically security in the hardware for DRM
01:55:34
◼
►
for DRM media playback to PC hardware for the first time.
01:55:38
◼
►
This was, I believe, in the late 90s.
01:55:40
◼
►
It was around the time, you know, DVDs had come out
01:55:42
◼
►
and all of the DRM arguments over the DVD CSS,
01:55:47
◼
►
you know, horribleness and the DCSS lawsuits
01:55:49
◼
►
and all this other stuff was going on.
01:55:51
◼
►
And it was really the rise of mainstream DRM in PC hardware.
01:55:56
◼
►
And, you know, before that, you had formats like the CD,
01:56:01
◼
►
which had absolutely no protection whatsoever.
01:56:04
◼
►
I mean, people tried to add it later,
01:56:06
◼
►
kinda sorta worked sometimes, but for the most part,
01:56:09
◼
►
it was, you know, no protection whatsoever.
01:56:11
◼
►
- My guy, we had protection before CDs.
01:56:13
◼
►
Do you not remember trying to photocopy
01:56:15
◼
►
the SimCity black on red?
01:56:16
◼
►
- Oh, the red, yeah.
01:56:20
◼
►
- Right, anyway, so like, there were all these,
01:56:22
◼
►
like, you know, in the olden days before, you know,
01:56:24
◼
►
before basically the late 90s,
01:56:26
◼
►
there was really no good way to do DRM for most PC media,
01:56:30
◼
►
or most media at all.
01:56:31
◼
►
And so it was kind of just unprotected and left to,
01:56:34
◼
►
well, most people probably won't copy it,
01:56:36
◼
►
or copying it's a little bit hard,
01:56:38
◼
►
or a little bit expensive, maybe people won't do it a lot.
01:56:40
◼
►
And then we started adding DRM to PC hardware,
01:56:44
◼
►
and it was, like, all the enthusiast forums and the media
01:56:48
◼
►
and everybody, like, exploded when people started
01:56:51
◼
►
adding these things.
01:56:52
◼
►
I'm never gonna buy a PC with a DRM chip in it,
01:56:54
◼
►
it's my PC, I can do whatever I want.
01:56:56
◼
►
Now, every PC has DRM chips in it,
01:56:59
◼
►
every phone of the modern, you know, phone type
01:57:03
◼
►
has always had DRM type support in it.
01:57:05
◼
►
Now, DRM is everywhere.
01:57:08
◼
►
Everything we play, everything we stream,
01:57:11
◼
►
everything we download.
01:57:13
◼
►
Remember Steve Jobs' thoughts on DRM,
01:57:16
◼
►
thoughts on music, where, you know,
01:57:17
◼
►
he gave this big thing about,
01:57:18
◼
►
oh, DRM basically shouldn't exist?
01:57:20
◼
►
Now, it's all back.
01:57:22
◼
►
Every streaming service that you play music from,
01:57:25
◼
►
or that you watch video from,
01:57:27
◼
►
if it's a streaming service, everything's DRMed.
01:57:29
◼
►
There's DRM in web browsers now.
01:57:32
◼
►
There's all these wonderful, you know,
01:57:34
◼
►
web streaming media things that you can view
01:57:35
◼
►
in a web browser with, you know,
01:57:37
◼
►
various web standards, like HLS.
01:57:39
◼
►
But then you have DRM in those,
01:57:42
◼
►
like I believe Widevine is the one
01:57:43
◼
►
that keeps getting up my butt
01:57:44
◼
►
when I try to download fish concerts.
01:57:47
◼
►
- There's DRM in your web browser,
01:57:49
◼
►
in the open world of the web,
01:57:51
◼
►
running on your open world of your PC.
01:57:53
◼
►
It's full of DRM now.
01:57:55
◼
►
And that's just considered normal.
01:57:56
◼
►
Like, no one even blinks an eye.
01:57:58
◼
►
So, the window of what's acceptable to consumers
01:58:01
◼
►
does shift over time.
01:58:02
◼
►
You know, it's kind of a frog-boiling thing,
01:58:05
◼
►
in that, like, this is not necessarily a good thing
01:58:07
◼
►
for us in many ways.
01:58:09
◼
►
But over time, people stop caring.
01:58:13
◼
►
You know, you fight a little bit,
01:58:15
◼
►
and then you give up, and you move on,
01:58:17
◼
►
or something compelling is on the other side,
01:58:20
◼
►
like you really want to use one of those streaming services,
01:58:22
◼
►
or you really want to use the iPod,
01:58:23
◼
►
or whatever it is that has some kind of DRM in it,
01:58:26
◼
►
or some other form of restriction of you as an owner,
01:58:30
◼
►
and you go to it for other factors.
01:58:32
◼
►
You know, it's hard to service your own car these days,
01:58:35
◼
►
in many ways, 'cause cars have all these different
01:58:37
◼
►
electronically bonded parts, and everything's complicated,
01:58:40
◼
►
and requires special computers and everything.
01:58:42
◼
►
And yeah, it is hard to do a lot of that stuff yourself now,
01:58:45
◼
►
but most people are not driving big, blocky cars
01:58:48
◼
►
from the 1970s that are death traps today,
01:58:51
◼
►
but are easy to service,
01:58:52
◼
►
because we have other alternatives,
01:58:54
◼
►
or other advantages to modern vehicles now,
01:58:58
◼
►
that, okay, fine, we'll accept that we can't
01:59:00
◼
►
do all of our own work on our car anymore.
01:59:02
◼
►
Not that I ever could, but other people could. (laughs)
01:59:05
◼
►
You know, technology moves forward,
01:59:07
◼
►
and it gives us certain advantages
01:59:08
◼
►
that convince people to move forward with it,
01:59:11
◼
►
and we generally accept some of the restrictions
01:59:13
◼
►
that didn't exist in the old world.
01:59:15
◼
►
So as we move from PCs to phones,
01:59:17
◼
►
largely for a lot of people,
01:59:20
◼
►
phones have always been incredibly locked down.
01:59:23
◼
►
The result of all of that is,
01:59:25
◼
►
we do, as consumers, have less control than we used to
01:59:29
◼
►
over a lot of these devices in our lives,
01:59:31
◼
►
but the result also is that because it's so locked down,
01:59:36
◼
►
we have Netflix and HBO and stuff
01:59:39
◼
►
willing to bring their content to these devices,
01:59:43
◼
►
and not have to worry that it's all gonna get ripped off
01:59:45
◼
►
super easily off of somebody's hacked up phone.
01:59:49
◼
►
It's at least more difficult to do that.
01:59:51
◼
►
Not that stuff doesn't get pirated,
01:59:52
◼
►
but it's more difficult to pirate it directly that way.
01:59:54
◼
►
And this is not a defensive DRM by any means,
01:59:58
◼
►
or of these various control mechanisms
02:00:00
◼
►
that these companies use.
02:00:02
◼
►
It's just the reality of how this works.
02:00:04
◼
►
Like, over time, more of these control systems are added
02:00:07
◼
►
because it benefits the companies,
02:00:09
◼
►
and in some cases it benefits the product,
02:00:11
◼
►
and people accept them over time.
02:00:14
◼
►
That's just how it goes.
02:00:15
◼
►
People accept it because there's some trade-off
02:00:17
◼
►
that they decide, you know what,
02:00:18
◼
►
yes, I wish I could copy the songs
02:00:22
◼
►
in the opposite direction off my iPod,
02:00:24
◼
►
but I can't, and I'm just gonna buy the iPod anyway
02:00:27
◼
►
because I like everything else about it.
02:00:29
◼
►
That's what happens.
02:00:30
◼
►
And that's what has happened with our phones,
02:00:32
◼
►
and with John Deere tractors.
02:00:33
◼
►
The only thing that won't happen too is HP printers,
02:00:35
◼
►
'cause they're terrible no matter what.
02:00:37
◼
►
- Well, it's not always just in one direction.
02:00:39
◼
►
There is a moment when you have an amazing advantage
02:00:41
◼
►
that you can essentially force people
02:00:43
◼
►
to take these other things that are not advantageous for them
02:00:45
◼
►
but that are advantageous for you,
02:00:47
◼
►
but that moment does eventually pass.
02:00:48
◼
►
That's why you have the pushback
02:00:50
◼
►
of these right-to-repair laws,
02:00:52
◼
►
you may even push back against the John Deere stuff
02:00:54
◼
►
or whatever.
02:00:55
◼
►
We try to come to an arrangement
02:00:58
◼
►
that is acceptable to all involved,
02:01:01
◼
►
and on the one side are the big companies
02:01:03
◼
►
that have a lot of power,
02:01:04
◼
►
and initially, they usually use that power to say,
02:01:08
◼
►
look, we have the amazing iPod.
02:01:10
◼
►
We know you want the iPod.
02:01:11
◼
►
There are restrictions on it,
02:01:14
◼
►
but you will accept those restrictions
02:01:15
◼
►
because the iPod is so amazing, right?
02:01:18
◼
►
But eventually, that does shift.
02:01:19
◼
►
I mean, you saw the shift of people
02:01:21
◼
►
going away from DRM music downloads
02:01:23
◼
►
because it became commoditized, and DRM was more annoying,
02:01:26
◼
►
and even Apple eventually went DRM free,
02:01:27
◼
►
but then streaming came, and you want the streaming
02:01:29
◼
►
'cause now you don't have to worry
02:01:30
◼
►
about syncing and downloading,
02:01:32
◼
►
and by the way, with the streaming, you're getting DRM
02:01:34
◼
►
because I know you want the streaming.
02:01:35
◼
►
And so I feel like it's more of a seesaw.
02:01:38
◼
►
We get the advantage.
02:01:40
◼
►
The big companies take advantage of it,
02:01:41
◼
►
but then we push back.
02:01:42
◼
►
We push back as things become commodified.
02:01:44
◼
►
We push back with regulation,
02:01:45
◼
►
push back with things like right-to-repair laws.
02:01:48
◼
►
Even the things like the TPUs and the DRM, stuff like that,
02:01:51
◼
►
that's essentially the same technology
02:01:52
◼
►
that gives us the secure boot on modern Apple hardware
02:01:55
◼
►
that lets us know that the OS that it's booting
02:01:57
◼
►
is really the OS that it's booting,
02:01:58
◼
►
so there are advantages to some of that technology as well.
02:02:01
◼
►
The people are like, no, I never want
02:02:02
◼
►
any cryptographic stuff, no secure enclaves on my,
02:02:05
◼
►
no, we want that stuff.
02:02:06
◼
►
It can be used to work for us as well
02:02:08
◼
►
because we want our things to,
02:02:09
◼
►
we wanna know that the OS that our phone is running
02:02:12
◼
►
is the one that we expect it to run,
02:02:13
◼
►
and it hasn't been modified in some way.
02:02:15
◼
►
Like, all that cryptographic stuff can work for us as well,
02:02:17
◼
►
and that's what we want in the end.
02:02:19
◼
►
And in terms of the marketplace things
02:02:21
◼
►
with platform orders controlling things,
02:02:22
◼
►
like I said, it's like, it is the institutional memory
02:02:25
◼
►
and the actual present of the Mac and the PC
02:02:28
◼
►
that lets people know that like,
02:02:30
◼
►
this isn't the only way a software marketplace has to be.
02:02:35
◼
►
We either, they remember how it used to be,
02:02:37
◼
►
or they can see, hey, over there,
02:02:38
◼
►
that's a software marketplace,
02:02:39
◼
►
and it doesn't work with this software marketplace.
02:02:41
◼
►
So explain to me again why this software marketplace
02:02:44
◼
►
has to be so different, and in the beginning it was like,
02:02:46
◼
►
be quiet, we're selling a billion iPhones.
02:02:47
◼
►
And now it's like, well, you know,
02:02:49
◼
►
it's been a decade or two, or having some doubts
02:02:52
◼
►
about this arrangement between us and Apple.
02:02:54
◼
►
Governments have doubts about it,
02:02:55
◼
►
and people have doubts about it,
02:02:56
◼
►
and software developers have doubts.
02:02:57
◼
►
So I feel like this is an ongoing negotiation,
02:02:59
◼
►
but there is definitely an ebb and flow
02:03:01
◼
►
of amazing thing comes out,
02:03:03
◼
►
and we will accept a lot of compromises,
02:03:05
◼
►
but that does fade over time as we push back.
02:03:08
◼
►
So hopefully, and you know, HP printers, who cares?
02:03:11
◼
►
I'm with Marco on that one,
02:03:12
◼
►
but hopefully on John Deere tractors and right to repair,
02:03:15
◼
►
and Apple's complete control of the iOS marketplace,
02:03:18
◼
►
hopefully we're starting to push back
02:03:19
◼
►
in the other direction now.
02:03:21
◼
►
- Jonathan Sibley writes,
02:03:22
◼
►
"The recent episode where you,"
02:03:24
◼
►
gosh, he only knows how recent it was,
02:03:25
◼
►
"where you discussed native
02:03:26
◼
►
versus Electron-style apps on the Mac,
02:03:28
◼
►
made me wonder what you think about Catalyst
02:03:30
◼
►
as a development platform.
02:03:31
◼
►
I recently came across an article,
02:03:33
◼
►
which we will link in the show notes,
02:03:35
◼
►
which is complaining about it.
02:03:37
◼
►
Does it feel abandoned, neglected,
02:03:38
◼
►
as this author seems to think it is?"
02:03:41
◼
►
I don't really have a lot of constructive things
02:03:43
◼
►
to say about this, 'cause I've never really done
02:03:46
◼
►
that much Catalyst.
02:03:47
◼
►
I mean, I'm doing the thing with CallSheet
02:03:50
◼
►
where I have the iPad app allowed to be run on Mac OS,
02:03:54
◼
►
but that, Catalyst is the thing
02:03:55
◼
►
where you're using UIKit on Mac OS, right?
02:03:58
◼
►
Do I have that distinction correct?
02:03:59
◼
►
- Yeah, I think when we did the first episode,
02:04:01
◼
►
but I think this was the episode title,
02:04:03
◼
►
and I think it was something that I said on the show.
02:04:04
◼
►
So putting UIKit as a way for you to write Mac applications,
02:04:09
◼
►
I described it as an extinction-level event for AppKit,
02:04:11
◼
►
because there are so many developers
02:04:13
◼
►
who are familiar with UIKit,
02:04:15
◼
►
and once you're able to use UIKit to make Mac applications,
02:04:18
◼
►
if Apple actually continues to support that
02:04:20
◼
►
and make it a thing,
02:04:22
◼
►
why would Apple itself even continue to develop AppKit?
02:04:26
◼
►
Of course, I believe at that time,
02:04:27
◼
►
we didn't know about SwiftUI.
02:04:29
◼
►
So as it turns out, the story is a little bit different,
02:04:33
◼
►
because Apple eventually decided after several years
02:04:36
◼
►
of kind of just implying, they came out and said,
02:04:38
◼
►
"SwiftUI is the way you make applications
02:04:41
◼
►
for our platforms.
02:04:42
◼
►
Yes, we have AppKit.
02:04:43
◼
►
Yes, we have UIKit.
02:04:44
◼
►
Yes, we have UIKit on the Mac
02:04:45
◼
►
that we call Catalyst or whatever,
02:04:46
◼
►
but just so you know, SwiftUI,"
02:04:48
◼
►
and we all said, "SwiftUI is not yet ready,"
02:04:51
◼
►
but Apple said, "Doesn't matter.
02:04:53
◼
►
It's what we're doing."
02:04:54
◼
►
And so it's not like Apple has stopped developing AppKit
02:04:57
◼
►
and Catalyst entirely,
02:04:58
◼
►
but that's not where the action is.
02:05:00
◼
►
So as it turns out,
02:05:01
◼
►
Catalyst didn't have a long life in the sun,
02:05:05
◼
►
but it did effectively make AppKit on the Mac,
02:05:09
◼
►
which, you know, Coco,
02:05:10
◼
►
it's complicated API history on the Mac,
02:05:12
◼
►
but setting aside carbon for now,
02:05:13
◼
►
which let's not go back too far in history,
02:05:16
◼
►
AppKit was the approved native way to make Mac apps,
02:05:19
◼
►
because there was no other approved native way
02:05:21
◼
►
to make Mac apps,
02:05:22
◼
►
but then came Catalyst,
02:05:23
◼
►
and once Catalyst arrived
02:05:25
◼
►
with all the UIKit iPhone developers,
02:05:27
◼
►
was like, "All right, well then what is AppKit now?
02:05:30
◼
►
Are you gonna keep making AppKit better?
02:05:32
◼
►
Or are you just gonna concentrate entirely on UIKit
02:05:36
◼
►
and Catalyst?"
02:05:36
◼
►
And Apple just said, "Nevermind all that, SwiftUI."
02:05:39
◼
►
But either way, you look at AppKit
02:05:41
◼
►
and UIKit and Catalyst,
02:05:43
◼
►
and you think, "How much more work is Apple going to put
02:05:48
◼
►
into these things?"
02:05:49
◼
►
And year after year at WWDC,
02:05:51
◼
►
when you go to the "What's new in UIKit,
02:05:53
◼
►
what's new in AppKit sessions,
02:05:54
◼
►
how much big new stuff do you see
02:05:56
◼
►
versus the "What's new in SwiftUI" session?"
02:06:00
◼
►
That is the thing that you have to gauge.
02:06:02
◼
►
And it's not like there's not new stuff happening in AppKit.
02:06:04
◼
►
There still is, and will be this year, I predict,
02:06:06
◼
►
a "What's new in AppKit" session,
02:06:07
◼
►
a "What's new in UIKit" session,
02:06:09
◼
►
a session about Catalyst,
02:06:10
◼
►
and there'll be stuff in them,
02:06:11
◼
►
and there'll be exciting things, and they'll be cool.
02:06:14
◼
►
But that's, Apple has told us, that's not the future.
02:06:18
◼
►
The future is SwiftUI,
02:06:19
◼
►
and the future is not quite ready yet,
02:06:21
◼
►
but the future is SwiftUI.
02:06:23
◼
►
And if you're trying to look at like,
02:06:25
◼
►
how is Catalyst doing?
02:06:27
◼
►
If SwiftUI hadn't arrived,
02:06:28
◼
►
I think Catalyst would be doing a lot better.
02:06:30
◼
►
Apple has made a lot of the apps
02:06:32
◼
►
that come with the Mac with Catalyst.
02:06:35
◼
►
Now, very, very slowly, Apple is starting to make apps,
02:06:39
◼
►
or parts of apps, with SwiftUI on the Mac.
02:06:41
◼
►
So I think the story about Catalyst
02:06:44
◼
►
is kind of the same story as AppKit,
02:06:46
◼
►
which is there is a new star in town,
02:06:50
◼
►
and it's SwiftUI, and it's not ready yet,
02:06:52
◼
►
but Apple says it's the future.
02:06:53
◼
►
So all of the frameworks are essentially legacy.
02:06:58
◼
►
AppKit is the most full-featured.
02:06:59
◼
►
I think it makes the best looking, best working Mac apps.
02:07:03
◼
►
It's had literal decades of development.
02:07:05
◼
►
It came from Next, and then Apple took it on,
02:07:06
◼
►
and it just had so much, incredibly full-featured.
02:07:10
◼
►
But Apple has not said the future
02:07:12
◼
►
of Mac development is AppKit, so don't keep looking at that.
02:07:15
◼
►
Same deal with UIKit.
02:07:16
◼
►
It grew on the iPhone, has so many things added to it.
02:07:19
◼
►
It's amazing, but Apple has not said
02:07:21
◼
►
that UIKit is the future of phone, and iOS,
02:07:24
◼
►
and VisionOS development.
02:07:26
◼
►
So that's the answer.
02:07:27
◼
►
Catalyst is in the same sad little car
02:07:30
◼
►
with AppKit and UIKit on iOS and iPadOS,
02:07:34
◼
►
and VisionOS for that matter, and all like,
02:07:36
◼
►
it's all, Apple says it's Swift and SwiftUI,
02:07:39
◼
►
and even though we all agree that SwiftUI
02:07:41
◼
►
is not ready to replace any of those things yet,
02:07:44
◼
►
someday Apple thinks it will be.
02:07:46
◼
►
- Well, and a huge part of the value of Catalyst is,
02:07:51
◼
►
hey, you can take your UIKit code
02:07:53
◼
►
that you wrote for your iPhone app,
02:07:55
◼
►
and you can make a Mac app with most of that same code
02:07:59
◼
►
running pretty much the same way with not too many changes.
02:08:03
◼
►
That's the appeal.
02:08:05
◼
►
But then when the Apple Silicon Mac transition happened,
02:08:08
◼
►
they allowed iPad apps to just run unmodified.
02:08:13
◼
►
When you compare the, as a developer,
02:08:15
◼
►
when you compare the amount of work it takes
02:08:17
◼
►
to make a Catalyst version of your app,
02:08:19
◼
►
it is way more custom work, it's not a ton of custom work,
02:08:23
◼
►
but it is way more custom work
02:08:25
◼
►
than just letting your iPad app run.
02:08:27
◼
►
You need to have a separate app store entry
02:08:31
◼
►
so that you can upload to the Mac app store,
02:08:33
◼
►
and that can't be the same upload
02:08:35
◼
►
that you use for the iOS app store.
02:08:37
◼
►
You need Mac screenshots.
02:08:39
◼
►
You need to submit updates separately for your Mac version
02:08:43
◼
►
and deal with app reviews separately for your Mac version.
02:08:46
◼
►
- This is all applicable, by the way,
02:08:47
◼
►
if you make a VisionOS native app,
02:08:49
◼
►
which this bit me because,
02:08:51
◼
►
I don't know why I didn't realize this,
02:08:53
◼
►
but I assumed that even once I flipped the,
02:08:56
◼
►
no, no, no, go from iPad compatibility mode
02:08:58
◼
►
to VisionOS native, I just assumed I would still be
02:09:01
◼
►
uploading a single binary, so on and so forth,
02:09:02
◼
►
and then I realized, oh, oh, oh no.
02:09:07
◼
►
Yeah, that adds a whole bunch of just overhead
02:09:10
◼
►
and potential for problems for developers,
02:09:13
◼
►
so it is pretty compelling for developers
02:09:16
◼
►
if we can get 80% of the way there
02:09:18
◼
►
just letting our iPad app run
02:09:20
◼
►
and not have to take on any of that overhead,
02:09:23
◼
►
it's pretty compelling to say, okay, yeah,
02:09:24
◼
►
we'll just do that.
02:09:25
◼
►
So what really ultimately I think made Catalyst
02:09:28
◼
►
a lot less appealing for third-party developers
02:09:31
◼
►
was that iPad apps running on the Mac
02:09:34
◼
►
with Apple Silicon transition,
02:09:36
◼
►
and as time goes on, that's only going to increase
02:09:40
◼
►
because at least three years ago
02:09:42
◼
►
when this transition began,
02:09:43
◼
►
or four years ago, whenever that was,
02:09:45
◼
►
at least then the argument was,
02:09:46
◼
►
well, you can let your iPad app run on the M1 Macs,
02:09:50
◼
►
but if you do Catalyst,
02:09:51
◼
►
it will run on the entire install base of Intel Macs also,
02:09:55
◼
►
but over time, the install base of Intel Mac
02:09:57
◼
►
is going to get smaller,
02:09:58
◼
►
and the install base of the Apple Silicon Mac
02:10:00
◼
►
is going to get larger,
02:10:01
◼
►
and so that keeps shifting the balance even more towards
02:10:05
◼
►
I'm just going to let my iPad app run.
02:10:06
◼
►
Now with Catalyst, you can make a better app by far.
02:10:09
◼
►
Like you can take advantage of very, you know,
02:10:12
◼
►
Mac specialized things with Catalyst.
02:10:14
◼
►
Like Catalyst gives you a lot of good abilities
02:10:17
◼
►
where you're still using mostly UI kit code,
02:10:20
◼
►
but you have certain kind of like custom hooks into,
02:10:22
◼
►
you know, Mac specific things to a larger degree
02:10:25
◼
►
than you have when running your iPad app.
02:10:26
◼
►
But from a developer point of view,
02:10:28
◼
►
that comes with some pretty large costs,
02:10:30
◼
►
and so I don't see it really being compelling
02:10:34
◼
►
for most developers.
02:10:36
◼
►
But it is useful just as kind of a middleware layer for Apple.
02:10:39
◼
►
You know, and I think that, you know,
02:10:41
◼
►
like what John was saying earlier,
02:10:42
◼
►
like many Mac OS Apple provided apps
02:10:46
◼
►
are now written in Catalyst,
02:10:48
◼
►
and I think that is for the best,
02:10:49
◼
►
because we saw in the era before that was really a thing,
02:10:53
◼
►
Apple had a lot more trouble keeping up feature parity
02:10:57
◼
►
between their platforms.
02:10:58
◼
►
Like the Mac really got low priority work,
02:11:02
◼
►
and it showed, and Mac versions of apps
02:11:06
◼
►
that were also on iOS or that were supposed to be
02:11:08
◼
►
on other platforms, the Mac versions were lagging
02:11:11
◼
►
way behind before Catalyst.
02:11:13
◼
►
Since Catalyst, you know, the Mac is still not like
02:11:16
◼
►
the first priority, and it probably never will be,
02:11:19
◼
►
but it's way closer now, and they keep up way better
02:11:22
◼
►
ever since then.
02:11:23
◼
►
So the greatest value to the platform of Catalyst
02:11:27
◼
►
is that it made it easier for Apple
02:11:28
◼
►
to keep up their own software between the platforms
02:11:31
◼
►
better than they were before.
02:11:33
◼
►
So-- - That's a good point.
02:11:34
◼
►
- And it's going to keep doing that
02:11:35
◼
►
for the foreseeable future.
02:11:36
◼
►
- I don't think the iPad apps are really
02:11:38
◼
►
the nail in Catalyst coffin.
02:11:40
◼
►
It was SwiftUI, right?
02:11:41
◼
►
'Cause like you said, you can get your iPad app on the Mac,
02:11:43
◼
►
and yes, they're all gonna be ARM,
02:11:44
◼
►
so you don't have to worry about Intel or whatever,
02:11:46
◼
►
and that's great, but you're like, oh, it's so much easier
02:11:48
◼
►
than all the work I'd have to do with rewriting with Catalyst.
02:11:50
◼
►
Not that you need to write entirely,
02:11:52
◼
►
but you gotta do more work.
02:11:53
◼
►
Well now, if you're gonna take that step to do more work,
02:11:56
◼
►
you're not gonna use Catalyst.
02:11:57
◼
►
You're gonna say, oh, Apple has another way
02:11:59
◼
►
that if I'm willing to do some rewriting,
02:12:01
◼
►
I can get the same app running on all their platforms,
02:12:03
◼
►
and it's called SwiftUI.
02:12:05
◼
►
That's the thing that's killing Catalyst.
02:12:06
◼
►
It's not like, hey, if you're gonna write an application,
02:12:09
◼
►
if you write it in UIKit, you can get a Mac version
02:12:12
◼
►
pretty easy, like do a little small amount of work,
02:12:14
◼
►
you know, and you'll have like a quote-unquote
02:12:16
◼
►
native Mac version with Catalyst,
02:12:17
◼
►
and you'll have an iOS and an iPad version,
02:12:19
◼
►
and that's not Apple's answer anymore.
02:12:21
◼
►
Apple's answer is do it in SwiftUI.
02:12:22
◼
►
That's how you get a Mac version and a tvOS version
02:12:24
◼
►
and a Vision Pro version and an iOS version.
02:12:27
◼
►
Like, that's their answer, and so it's like,
02:12:29
◼
►
what place does Catalyst have anymore?
02:12:30
◼
►
If you don't wanna do any work, run your iPad app.
02:12:33
◼
►
If you wanna do some work, use SwiftUI.
02:12:35
◼
►
If you're Apple and already did some work, use Catalyst.
02:12:39
◼
►
That's like, that's basically the answer.
02:12:40
◼
►
- Yeah, it's legacy code bases.
02:12:42
◼
►
Like, that's, look, there's a ton of UIKit
02:12:44
◼
►
and AppKit code out there, like, believe me,
02:12:46
◼
►
I know I'm trying right now, I'm trying to replace--
02:12:49
◼
►
- It's easy, just rewrite it in SwiftUI, Mark.
02:12:50
◼
►
How hard can it be? - Yeah, how hard can it be?
02:12:52
◼
►
For like, it's taken me like two years to do this.
02:12:55
◼
►
- Yeah, but like for new development,
02:12:56
◼
►
Apple's obviously pushing people to SwiftUI,
02:12:57
◼
►
but yeah, but Apple is one of the biggest holders
02:12:59
◼
►
of legacy UIKit code in the entire world,
02:13:02
◼
►
so that's obviously really important for them.
02:13:04
◼
►
But that's why I think it feels like
02:13:05
◼
►
if you're like a new developer and you're like,
02:13:07
◼
►
what should I use?
02:13:08
◼
►
If you're starting from nothing
02:13:09
◼
►
and you have no legacy code base,
02:13:10
◼
►
Catalyst is not screaming to you
02:13:12
◼
►
for you to be your choice for making a Mac app.
02:13:15
◼
►
Like, under no circumstance.
02:13:16
◼
►
It's only like, I've already got a UIKit app
02:13:20
◼
►
and I have a Mac app and it's written in AppKit,
02:13:22
◼
►
but I don't wanna maintain it.
02:13:23
◼
►
Is there a way I can just leverage the work
02:13:25
◼
►
I had to already do for the phone and the iPad?
02:13:27
◼
►
And the answer for Apple is yes.
02:13:28
◼
►
You can make a Catalyst version of Messages
02:13:30
◼
►
and finally, the Mac can have frickin' laser beams.
02:13:34
◼
►
- That did actually happen.
02:13:36
◼
►
- Yeah, we didn't have the lasers feature.
02:13:38
◼
►
It was very annoying and then we got the Catalyst version
02:13:40
◼
►
and now we have it and still,
02:13:41
◼
►
the Catalyst version of Messages is not great,
02:13:43
◼
►
but you know, I mean, anyway,
02:13:46
◼
►
like Apple's got tons of AppKit code too,
02:13:47
◼
►
so AppKit's not going away,
02:13:48
◼
►
Catalyst is not going away and SwiftUI is still,
02:13:51
◼
►
still I think not as good, especially not as good as AppKit,
02:13:54
◼
►
but probably not even as good as Catalyst
02:13:56
◼
►
at making native Mac apps, but Apple wants it to be,
02:13:59
◼
►
so presumably it eventually will be.
02:14:02
◼
►
- Thanks to our sponsors this week,
02:14:04
◼
►
Trade Coffee, SwiftCraft, and Computex 2024.
02:14:08
◼
►
And thank you very much to our members
02:14:10
◼
►
who support us directly.
02:14:10
◼
►
You can join us at atp.fm/join.
02:14:13
◼
►
We're now doing a member special extra topic every week
02:14:16
◼
►
called ATP Overtime.
02:14:18
◼
►
This week's Overtime for members only,
02:14:20
◼
►
it is Apple's work on robots,
02:14:22
◼
►
the new rumors and what we know so far
02:14:24
◼
►
with Apple possibly working on robots,
02:14:26
◼
►
which I think could be really cool.
02:14:28
◼
►
Anyway, you can hear that as members atp.fm/join
02:14:32
◼
►
as this week's Overtime.
02:14:34
◼
►
Thank you so much and we will talk to you next week.
02:14:37
◼
►
♪ Now the show is over ♪
02:14:42
◼
►
♪ They didn't even mean to begin ♪
02:14:44
◼
►
♪ 'Cause it was accidental ♪
02:14:46
◼
►
♪ Accidental ♪
02:14:47
◼
►
♪ Oh, it was accidental ♪
02:14:49
◼
►
♪ Accidental ♪
02:14:50
◼
►
♪ John didn't do any research ♪
02:14:52
◼
►
♪ Marco and Casey wouldn't let him ♪
02:14:55
◼
►
♪ 'Cause it was accidental ♪
02:14:57
◼
►
♪ Accidental ♪
02:14:58
◼
►
♪ It was accidental ♪
02:14:59
◼
►
♪ Accidental ♪
02:15:00
◼
►
♪ And you can find the show notes at atp.fm ♪
02:15:05
◼
►
♪ And if you're into Mastodon ♪
02:15:08
◼
►
♪ You can follow them at C-A-S-E-Y-L-I-S-S ♪
02:15:13
◼
►
♪ So that's Casey Liss M-A-R-C-O-A-R-M ♪
02:15:19
◼
►
♪ N-T Marco Arment ♪
02:15:22
◼
►
♪ S-I-R-A-C ♪
02:15:24
◼
►
♪ U-S-A-C-R-A-C-U-S-A ♪
02:15:26
◼
►
♪ It's accidental ♪
02:15:28
◼
►
♪ It's accidental ♪
02:15:30
◼
►
♪ They didn't mean to ♪
02:15:32
◼
►
♪ Accidental ♪
02:15:33
◼
►
♪ Accidental ♪
02:15:35
◼
►
♪ Tech podcast ♪
02:15:37
◼
►
♪ So long ♪
02:15:39
◼
►
- So I went on an Eclipse trip.
02:15:42
◼
►
- As everyone but me did.
02:15:44
◼
►
And I'm assuming John, 'cause John never leaves his house.
02:15:46
◼
►
But as everyone but John and I do.
02:15:48
◼
►
- The Eclipse came to me, more or less.
02:15:50
◼
►
- I mean, yeah.
02:15:53
◼
►
Anyway, it was a wonderful trip.
02:15:55
◼
►
I'm very, very glad I did it.
02:15:57
◼
►
And as part of this trip,
02:15:58
◼
►
I got to drive all the way up to Lake Placid.
02:16:02
◼
►
Now what's interesting about this trip
02:16:03
◼
►
is that I actually made the same trip
02:16:06
◼
►
for a different vacation in the fall last year.
02:16:09
◼
►
So I, and I've seen over the course of that time,
02:16:13
◼
►
this is like a seven hour drive for me.
02:16:16
◼
►
It's a very long, it's a lot of driving from here.
02:16:19
◼
►
It involves a good amount of distance
02:16:20
◼
►
and a good amount of car charging.
02:16:22
◼
►
And this is now a trip I've done twice with the Rivian.
02:16:24
◼
►
And I kinda wanna give an update on
02:16:27
◼
►
some things that have changed with Rivian
02:16:29
◼
►
and kind of CCS versus Tesla/NACS charging
02:16:34
◼
►
and fast charging.
02:16:35
◼
►
There have been substantial changes
02:16:38
◼
►
in the charging environment
02:16:40
◼
►
in the last whatever it's been, seven months.
02:16:42
◼
►
And as we stand here right now,
02:16:44
◼
►
Rivian has just done a deal with Tesla.
02:16:47
◼
►
And the latest software update to Rivians
02:16:49
◼
►
allows you to plug directly into a supercharger
02:16:52
◼
►
with the right adapters and have them just bill you.
02:16:57
◼
►
Somehow Tesla and Rivian worked it out behind the scenes.
02:16:59
◼
►
So it's basically the same experience you get
02:17:02
◼
►
as a Rivian as Tesla owners get.
02:17:04
◼
►
You just walk up to it and plug it in.
02:17:06
◼
►
And if you have a payment method on a file
02:17:08
◼
►
in your Rivian app, it just works and you get charged.
02:17:11
◼
►
So that's awesome.
02:17:12
◼
►
And they're going to start sending out adapters soon.
02:17:15
◼
►
There's a couple of third party ones
02:17:17
◼
►
I might take a risk on in the meantime
02:17:19
◼
►
'cause they're talking about later this year.
02:17:21
◼
►
The other thing about that though is that Tesla,
02:17:25
◼
►
before everyone was talking about adapters,
02:17:27
◼
►
Tesla actually built adapters
02:17:29
◼
►
into some of their superchargers.
02:17:31
◼
►
They call them magic docks.
02:17:33
◼
►
And I actually used that in September for the first time,
02:17:36
◼
►
on the last time I went up this trip
02:17:38
◼
►
'cause they have some of those upstate New York.
02:17:40
◼
►
So I used that already and it worked great then.
02:17:42
◼
►
I went to the same one this time and it worked great again.
02:17:45
◼
►
Here's what's interesting.
02:17:46
◼
►
Now that Rivian and Tesla have this deal going,
02:17:49
◼
►
Rivian's infotainment system now shows Tesla charging stops
02:17:53
◼
►
on the map along with everyone else's.
02:17:55
◼
►
You can say like, only show me charging stops
02:17:59
◼
►
from brand X, Y, or Z
02:18:00
◼
►
because they have different reliability, let's say.
02:18:04
◼
►
And so what I've been doing most of the time
02:18:06
◼
►
before all this is only show me Electrify America chargers
02:18:10
◼
►
because they were the most reliable last fall
02:18:13
◼
►
when I was first using the car.
02:18:14
◼
►
Tesla got added, by default it's on by default,
02:18:17
◼
►
and so every Rivian nav system
02:18:19
◼
►
is now recommending Tesla charging stops
02:18:21
◼
►
as like, you should stop here
02:18:24
◼
►
for in the middle of this trip at this point.
02:18:26
◼
►
So one thing I noticed, first of all,
02:18:28
◼
►
is that over the last seven months,
02:18:30
◼
►
the quality and reliability
02:18:34
◼
►
of the Electrify America chargers
02:18:36
◼
►
has gone down, noticeably so.
02:18:39
◼
►
- I didn't think that was possible.
02:18:41
◼
►
- I assure you it is possible
02:18:42
◼
►
because it has been noticeable
02:18:44
◼
►
that the number of times I approach an EA charger
02:18:49
◼
►
and it's broken or it's offline
02:18:52
◼
►
or it tries to connect
02:18:54
◼
►
and then somehow something times out
02:18:56
◼
►
and you can just never get it to begin the charge,
02:18:59
◼
►
that has gone up significantly.
02:19:01
◼
►
Also, the crowding at them has gone way up.
02:19:06
◼
►
The entire time that I owned my two Model Ss
02:19:11
◼
►
and the entire time I've owned a Rivian
02:19:13
◼
►
until about two months ago,
02:19:15
◼
►
I've never had to wait for a charger.
02:19:17
◼
►
Two months ago I had to wait for the very first time.
02:19:20
◼
►
I had to wait like a half hour, it sucked.
02:19:22
◼
►
And I know this has been different on the West Coast.
02:19:24
◼
►
They've had more crowding over there
02:19:26
◼
►
'cause they've had more people using Teslas
02:19:28
◼
►
and stuff like that,
02:19:29
◼
►
but that's never been a problem over here.
02:19:31
◼
►
What has happened noticeably over the last seven months?
02:19:34
◼
►
I know everybody keeps saying
02:19:35
◼
►
that apparently EVs aren't selling that well
02:19:36
◼
►
'cause high-end cars aren't selling that well right now.
02:19:39
◼
►
You wouldn't know it by looking at the chargers
02:19:41
◼
►
because what I've seen really just like in the last
02:19:44
◼
►
like three to four months is a huge increase
02:19:48
◼
►
of not only other vehicles with the chargers,
02:19:50
◼
►
but a huge increase in the variety of different models
02:19:54
◼
►
of vehicles with the chargers.
02:19:56
◼
►
There are tons of them,
02:19:57
◼
►
and you're seeing them from all different brands.
02:20:00
◼
►
And what's interesting is that the other vehicles
02:20:03
◼
►
tend to not have deals with Tesla superchargers so much.
02:20:08
◼
►
So what you're seeing is at the CCS chargers
02:20:11
◼
►
like Electrify America,
02:20:13
◼
►
they are just being crammed full of all the other cars.
02:20:18
◼
►
In the meantime also, Tesla has sold more Teslas.
02:20:21
◼
►
So the superchargers, the Tesla superchargers
02:20:24
◼
►
are also really getting much more full
02:20:27
◼
►
than they were before.
02:20:28
◼
►
Now granted, the trip I just took,
02:20:30
◼
►
it was a high travel trip 'cause it was for the Eclipse.
02:20:32
◼
►
A lot of people are traveling,
02:20:34
◼
►
especially a lot of the kind of people who would have EVs.
02:20:36
◼
►
So this was more than usual,
02:20:38
◼
►
but I've been seeing this just recently
02:20:40
◼
►
with any trip I've taken.
02:20:42
◼
►
The charging situation is getting way worse for both,
02:20:46
◼
►
for CCS because the chargers are getting worse
02:20:49
◼
►
and no one seems to be working on them,
02:20:50
◼
►
and for Tesla because they're getting more crowded.
02:20:53
◼
►
What's interesting though is that now that I have a Rivian
02:20:58
◼
►
that has a deal with Tesla and some adapters here and there,
02:21:03
◼
►
I can go to some chargers,
02:21:05
◼
►
and a lot of times now Tesla superchargers
02:21:08
◼
►
and Electrify America superchargers or other CCS chargers,
02:21:11
◼
►
a lot of times they share a parking lot.
02:21:13
◼
►
Now that the Rivian has this deal,
02:21:14
◼
►
I can use either of them.
02:21:17
◼
►
I can go to wherever the open space is.
02:21:19
◼
►
Now there's a bunch of other problems
02:21:21
◼
►
like the fact that Tesla superchargers
02:21:23
◼
►
have really short cables that are optimized
02:21:25
◼
►
to fit only where a Tesla's charging port is,
02:21:27
◼
►
and that Rivian's charging port on their vehicle so far
02:21:29
◼
►
is in the total wrong spot to do that.
02:21:31
◼
►
So you have to kind of take up two bays
02:21:33
◼
►
or take the one on the end.
02:21:35
◼
►
So it messes up the whole parking arrangement
02:21:37
◼
►
at superchargers, but I see a future
02:21:40
◼
►
in which things get really good
02:21:44
◼
►
because you can just go to Tesla chargers,
02:21:46
◼
►
and Tesla's gonna keep building more of them
02:21:48
◼
►
'cause they have to for their cars
02:21:50
◼
►
because Tesla has the best chargers.
02:21:52
◼
►
It is simple as that.
02:21:53
◼
►
They are the best chargers,
02:21:55
◼
►
although actually, sorry, with one exception.
02:21:57
◼
►
For the very first time I got to try
02:21:58
◼
►
a Rivian adventure network charger on this trip.
02:22:00
◼
►
- Oh nice. - It's amazing
02:22:02
◼
►
because I think only Rivians can use it,
02:22:05
◼
►
so no one's there.
02:22:06
◼
►
I went to the one in Newburgh.
02:22:09
◼
►
It was empty.
02:22:10
◼
►
- In Newburgh? - Yeah.
02:22:10
◼
►
- Why is there an adventure charger in Newburgh?
02:22:13
◼
►
- Because there's a huge hole
02:22:15
◼
►
in the New York State Thruway
02:22:17
◼
►
that there were not enough chargers,
02:22:18
◼
►
so they just put that one there recently.
02:22:20
◼
►
It was not there in the winter, and it's there now.
02:22:22
◼
►
- That's bananas.
02:22:23
◼
►
My mom grew up in Newburgh.
02:22:24
◼
►
I've been to Newburgh many times.
02:22:26
◼
►
That's wild.
02:22:27
◼
►
- Yeah, and it's right across the parking lot
02:22:29
◼
►
from a Tesla supercharger that's been there forever.
02:22:32
◼
►
So anyway, that was an amazing charger.
02:22:34
◼
►
Everything's brand new.
02:22:35
◼
►
It overlooks this river in the back of the parking lot,
02:22:37
◼
►
so it's an adventure.
02:22:38
◼
►
It was nice, and there was no one using it,
02:22:42
◼
►
and it was amazingly fast.
02:22:44
◼
►
I got like 218 kilowatts.
02:22:47
◼
►
It's the fastest charger I've seen so far,
02:22:48
◼
►
so that was wonderful, but anyway,
02:22:51
◼
►
other than that, Tesla otherwise has the best chargers,
02:22:53
◼
►
generally speaking, 'cause they're reliable,
02:22:54
◼
►
and there's a bunch of them, and they're in good spots.
02:22:57
◼
►
The problem that I see here,
02:22:58
◼
►
so we were saying back when Tesla gave this standard
02:23:03
◼
►
to whatever the standard body was and kind of opened it up
02:23:07
◼
►
and made all these deals to make everyone
02:23:08
◼
►
convert all their ports over and all this other stuff.
02:23:11
◼
►
We were saying, what a great move from Tesla.
02:23:14
◼
►
This will be great because then they can become
02:23:16
◼
►
like the great charging network of the country.
02:23:19
◼
►
That's true, and they are, and they will keep doing that,
02:23:24
◼
►
but the more I see how incredibly bad the CCS ecosystem
02:23:29
◼
►
has gotten just in the last like six months,
02:23:32
◼
►
the more I think Tesla gave away the farm.
02:23:35
◼
►
Now already at Tesla chargers,
02:23:37
◼
►
you're starting to see Rivians move in.
02:23:38
◼
►
You're gonna start to see other brands move in.
02:23:40
◼
►
Tesla owners are now having a worse experience
02:23:44
◼
►
because their chargers are now gonna get crowded up
02:23:46
◼
►
with people like me who are not Tesla owners,
02:23:49
◼
►
so it's making it worse for Tesla customers.
02:23:51
◼
►
Meanwhile, CCS chargers have gotten so bad,
02:23:55
◼
►
if Tesla would have kept their chargers proprietary,
02:23:58
◼
►
that would be a really strong selling point
02:24:00
◼
►
for people to say, you know what,
02:24:02
◼
►
I'm just gonna get a Tesla next time
02:24:03
◼
►
because their network is just better
02:24:05
◼
►
and I'm tired of dealing with all the CCS crap.
02:24:07
◼
►
So I think honestly they might have done a big disservice
02:24:12
◼
►
to themselves here.
02:24:13
◼
►
I mean, maybe regulation would have forced it
02:24:14
◼
►
in the end anyway, and so maybe they kind of got ahead
02:24:17
◼
►
of it from that angle, but things are different now,
02:24:20
◼
►
and I think they might have given away the farm.
02:24:23
◼
►
I'm happy they did as a non-Tesla owner
02:24:25
◼
►
because they're making my life a lot easier
02:24:28
◼
►
on long highway trips now, but I don't know.
02:24:31
◼
►
I think if I was a Tesla owner,
02:24:32
◼
►
I'd be a little upset about it.
02:24:34
◼
►
- I think you're right that they got ahead
02:24:35
◼
►
of the regulation, 'cause if the government
02:24:39
◼
►
had mandated something other than the Tesla connector
02:24:41
◼
►
or some other market force,
02:24:42
◼
►
Tesla would have to change all of its charging stations,
02:24:44
◼
►
so at least now Tesla doesn't need to change it
02:24:46
◼
►
other than making longer cords maybe.
02:24:49
◼
►
And then also to keep in mind those crappy CCS ones,
02:24:51
◼
►
setting aside the compliance network,
02:24:53
◼
►
which is like a Volkswagen force
02:24:55
◼
►
because of the diesel gate thing to make,
02:24:57
◼
►
you know, the electrify America charger things
02:25:00
◼
►
that it doesn't actually want to do, but whatever.
02:25:03
◼
►
All those CCS chargers presumably, eventually,
02:25:06
◼
►
will not be CCS chargers anymore,
02:25:08
◼
►
because I think pretty much at this point,
02:25:10
◼
►
pretty much everybody has pledged to go NACS
02:25:13
◼
►
in North America.
02:25:14
◼
►
I think, is there anybody left?
02:25:15
◼
►
I don't remember if Stellantis went.
02:25:17
◼
►
I think they did, right?
02:25:18
◼
►
- I think they did, yeah.
02:25:19
◼
►
- I think it's everyone.
02:25:20
◼
►
- Anyway, all those CCS chargers,
02:25:21
◼
►
like this is an opportunity to get eventually
02:25:25
◼
►
greatly diminished the number of CCS chargers,
02:25:28
◼
►
which means either just simply by building massively more
02:25:32
◼
►
NACS ones so the CCS ones become a smaller percentage,
02:25:34
◼
►
or literally removing the really old cranky CCS ones
02:25:37
◼
►
and leaving one or two for legacy connections
02:25:41
◼
►
as more NACS cars are sold in the US.
02:25:44
◼
►
But yeah, now there is still an opportunity
02:25:47
◼
►
for either Tesla or anyone else who wants it
02:25:49
◼
►
to become a good NACS-based electric charging
02:25:54
◼
►
infrastructure in the US.
02:25:56
◼
►
And Tesla's got the biggest head start.
02:25:58
◼
►
I feel like it's possible to make money doing this well,
02:26:02
◼
►
and with a single standard for all of North America,
02:26:04
◼
►
it should simplify the landscape,
02:26:07
◼
►
but we are definitely in a very uncomfortable
02:26:08
◼
►
transition period, as you're noting,
02:26:10
◼
►
where there's the CCS ones,
02:26:11
◼
►
and there's tons of CCS cars out there,
02:26:13
◼
►
and they're still gonna need to charge,
02:26:14
◼
►
but the charging network, nobody cares about it,
02:26:16
◼
►
and they care even less now because those connectors
02:26:18
◼
►
aren't even the future anymore,
02:26:20
◼
►
and there's the Tesla one that's getting overcrowded,
02:26:22
◼
►
and I feel like there's an opportunity for either one
02:26:25
◼
►
of these existing companies or a new one to come in
02:26:27
◼
►
and start building out NACS things.
02:26:28
◼
►
There's something, speaking of overtime,
02:26:31
◼
►
there's something way down in the show notes
02:26:32
◼
►
from the latest US government plan involving
02:26:35
◼
►
a bunch of car companies and a bunch of money
02:26:38
◼
►
to start building an NACS-powered charging network
02:26:42
◼
►
that is not Tesla, that is an effort
02:26:46
◼
►
through a cooperative effort through a bunch of companies
02:26:48
◼
►
that are not Tesla to basically make a bunch
02:26:50
◼
►
of NACS chargers that plug in and charge
02:26:52
◼
►
and all that other stuff or whatever,
02:26:53
◼
►
so maybe eventually we'll get to that,
02:26:54
◼
►
because like all government thinks,
02:26:55
◼
►
it's probably years and years in the future,
02:26:57
◼
►
but I feel like the future is still bright,
02:26:59
◼
►
and I feel like Tesla still made a smart move,
02:27:01
◼
►
because now, at the very least,
02:27:03
◼
►
Tesla does not need to overhaul all of its charging stations
02:27:06
◼
►
and change all of its connectors on its cars
02:27:07
◼
►
and all of its connectors on its charging,
02:27:09
◼
►
like it's good, like I think it was a smart move.
02:27:12
◼
►
It's just, you know, I think they held the advantage
02:27:16
◼
►
that you were talking about, oh, I'll buy a Tesla,
02:27:17
◼
►
'cause they have the best charge,
02:27:18
◼
►
they held that advantage for essentially
02:27:19
◼
►
as long as they could, and now, as you noted,
02:27:21
◼
►
the floodgates are open, everybody has EVs,
02:27:23
◼
►
they're all gonna need somewhere to charge,
02:27:25
◼
►
so hopefully they'll just build more of them and better.
02:27:27
◼
►
You know how good we are at building infrastructure
02:27:29
◼
►
in this country, so I'm sure it'll be fine.
02:27:32
◼
►
- Well, honestly, I think for Tesla to have this be a big,
02:27:37
◼
►
to be a growing part of their business,
02:27:40
◼
►
obviously, I don't know about stock financing
02:27:43
◼
►
and expectations and everything,
02:27:45
◼
►
so I'm sure this is less exciting to Tesla's investors
02:27:48
◼
►
than like, they might replace taxis everywhere,
02:27:51
◼
►
whatever all their crazy self-driving promises were.
02:27:54
◼
►
- Well, if they want it to be a big part of their business,
02:27:56
◼
►
they need to sell snacks, because as we all know,
02:27:58
◼
►
gas stations make all their money on the convenience stores.
02:28:01
◼
►
- But yeah, like honestly, I think Tesla has a giant
02:28:04
◼
►
head start in just being the default high-speed EV chargers
02:28:09
◼
►
for the US highway system.
02:28:11
◼
►
I don't know how it is in other places,
02:28:12
◼
►
like how competitive it is, but here, it's very competitive,
02:28:15
◼
►
extremely so.
02:28:16
◼
►
They have a huge head start.
02:28:17
◼
►
This could be a huge part of their business,
02:28:19
◼
►
but I think it's an unsexy part of the business
02:28:22
◼
►
for investors.
02:28:23
◼
►
This is the kind of thing that it'll just throw off
02:28:26
◼
►
regular, dependable amounts of cash forever,
02:28:30
◼
►
but it's not going to be a hockey stick kind of situation,
02:28:34
◼
►
and so it's not very exciting, but I think it's a really,
02:28:38
◼
►
really good kind of just baseline cash generator for them,
02:28:41
◼
►
and I want them to keep expanding it and doing well with it,
02:28:43
◼
►
because really, the Tesla chargers are,
02:28:46
◼
►
they do a very good job with them,
02:28:48
◼
►
a very, very good job with them,
02:28:49
◼
►
and again, everyone else is nowhere close.
02:28:52
◼
►
(door coming open)