596: Something You Might Want to Do on a Sunday
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Hello, and welcome to this episode of Connected. It is episode 596, in fact. I have the absolute
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honor of thanking our sponsors this week, Sentry and Fundera. And I'm just, like, pulling
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this one out a little bit, stretching it, because I don't usually get much plaudits at
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this point of the show. You know, like, I'm Mike, you'll know me, man of the people. And
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I am very happy to introduce to you the keynote chairman, Federico Vatici. Hi, Federico.
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Ah, an introduction from the common folk.
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Yes, I've got to keep you grounded, you know?
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Yeah, yeah, yeah. Well, thank you. Thank you, Mike. We're also joined by my illustrious
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colleague, the annual chairman, Stephen Hackett. Hello, Stephen.
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We're, like, are we president and vice president? Are we, like, we're co-chairmen?
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Who's vice president? I'm throwing this one in the middle. Who's vice president?
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I think keynote chairman is slightly below annual chairman.
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Are you going to take that, Federico?
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No, I think we are co-chairmen.
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Co-chairmen?
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Remember how BlackBerry...
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No, no, no. You said co-chairman. He called you vice president.
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We're, like... Federico's saying we're, like, BlackBerry that had two CEOs for a minute.
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That's what I was going to say. That they had two CEOs. They were co-CEOs.
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Which is an incredible concept.
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If you've never seen that BlackBerry movie, by the way...
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...really good movie.
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...really good movie.
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Very much recommended.
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Really good.
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Okay, we have some follow-up, and we have perhaps my favorite follow-up in years.
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We were speaking about how many floppy disks it would take to play an episode of Connected,
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and a friend of the show, D. Griffin Jones, basically compressed Connected down
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to 1.3 megabyte chunk so you can play it on floppy disks.
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You have to go look at this on Mastodon, and I'm going to have Jim play a little bit of it here
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so you get an example.
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From Relay, this is Connected, episode 594.
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Today's show is brought to you by Century and Copeland.
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I'm your senior chairman, Federico Vittici, and I'm joined by fellow annual chairman, Stephen Hackett.
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We've never sounded better.
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It sounded much better than I expected it would.
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It's surprisingly recognizable.
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Two kilobits per second?
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I figured it would be a nightmare, but no, you can just understand us.
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Also, I'm going to put a link in the show notes.
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D. Griffin also said, shared with us, that if you would like to download a zip file that
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contains all 12 parts in 1.3 megabyte chunks so you could, I don't know, do whatever you
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want with it, they also gave us that.
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So I'm going to put that in the show notes too.
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It's incredible.
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Maybe we should just put that in a feed somewhere so people can listen to the whole show.
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What, like in 12 episodes?
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This feels like something you might want to do on a Sunday, you know?
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Do I have a copy of this zip file on my NAS?
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We were talking about this in Connector Pro, uh, Steven's, uh, storage.
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It means I will never need to buy an 8 terabyte Mac again.
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That's not true.
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No, I'm down.
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I have just 2 terabytes of stuff on this MacBook Pro now.
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But that's not true though.
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I mean, yeah, I'll do a 4, but I'm not updating anytime soon.
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No, but you will go to 8 again, you will.
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Listener Steven, not me, wrote in, but they spelled their name correctly.
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The PH, that's nice.
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This is the ongoing feedback about how Mike is an iPod doc truther and doesn't think they're real.
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I-pad, you did it again.
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Did I say iPod again?
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I think whenever the word doc appears, you say iPod.
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I mean, that was a time, right?
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iPod docks were like a thing for a long time.
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Do you remember iPod lounge?
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I think it became iLounge.
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I read iPod lounge all the time.
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Anyways, so Steven wrote in, they did not end up going with the Sattachi dock because pluggable
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makes an 8-in-1 dock that compromises USB speed, but makes up for it because it's adjustable.
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Like the stand is adjustable.
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Okay, but this is my point, right?
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This is the exact point I was making.
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It doesn't matter what you go with.
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The point was, there are many options available, and I just did not think that this is actually
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one, like, it's going to change the world.
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So I will take this as a win.
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Thank you, Steven.
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David wrote in and said, I have an upsetting thought regarding Lil' Finder Guy.
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If Apple hasn't savagely taken down Steven's Lil' Finder Guy empire, does that mean Apple
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has no plans to do anything with him except for the random cameos in TikTok videos?
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If so, what was the point?
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This is a very good thought experiment.
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It's upsetting.
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But, you know, I feel like Apple's pretty forgiving.
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You know, there's websites with the word Mac in the name.
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That's what you think?
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I mean, that's what I'm going to say.
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Legally, they are a forgiving company.
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I'm going to say that, not because they told me to say that, you know.
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There's not someone sitting right next to me right now.
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Holding an aluminum and glass knife.
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I hope they continue using Lil' Finder.
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But we'll see.
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We will see.
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Well, there's been no sign of life so far.
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But I am getting pictures of people printing them and sharing them with me, which is fun.
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Sam wrote in and said, this is in regards to us talking about the AirPods Max 2 last time.
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Sony released the foldable WH-1000XM4s a month before the first AirPods Max.
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In the time between then and the AirPods Max 2, Sony released a non-foldable design for the
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XM5, faced backlash, and released the foldable XM6s almost a year ago.
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So it's very funny to be like, you know, Apple changed nothing.
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And in that time, Sony did a thing and then backtracked on it and released another thing
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That's one of those things like, we're closer to World War II than World War II was to the
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birth of Jesus.
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You know, like one of those things.
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Is that true?
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That's maybe an extreme example.
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No, that one's wild.
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That's really exciting.
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I didn't know that.
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Yeah, that's, man.
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I saw some people ordering AirPods Max.
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I guess the order went up yesterday.
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And it's like, why?
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Like, what are you doing?
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I just, I don't know.
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They're being professionals.
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Why do you have a MacBook New York?
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Because I need a downstairs computer.
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Maybe they have the downstairs headphones.
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Maybe they need downstairs AirPods Max, you know?
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Some follow-out.
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Very exciting follow-out.
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I got to be on MacBreak Weekly this week.
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Jason was hosting.
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I got to join him and Andy and Christina.
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And I think we had a great time.
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The link will be in the show notes.
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It's one of those moments.
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I mean, MacBreak Weekly was like the first tech podcast I ever listened to.
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And so to be on it.
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Oh, I didn't know that.
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Yeah, so to be on it all these years later was really fun.
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I think we had some great conversations.
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So you go check it out.
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Episode 1017.
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Unbelievable.
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It's quite the run.
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I had to, like, double-check that episode number when I linked to it.
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It's like, oh, surely their URLs aren't the episode numbers.
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Like, oh, yes, it is.
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I like that you were really, you were playing to the crowd of your pick of the week
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of a terminal command to hide the Tahoe menu icons.
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You were really, you're going for it there.
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Appreciate that.
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Do what I can.
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Apple, get this, is going to hold a developer conference this summer.
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Well, this was actually surprising news because they announced it on Monday.
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I kind of thought it would be Tuesday or Wednesday.
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But I think they wanted to, obviously, they wanted to clear space for AirPods Max 2 pre-orders.
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I mean, you know what?
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I guess so, right?
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They wanted to make sure the website could withstand all the traffic.
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June 8th through 12th, it's going to follow the same format they've done since COVID, where
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there's an in-person event with streaming, and the sessions will be online.
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If you're a developer, you can apply for a ticket.
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If you're press, you just have to wait until two days before to find out.
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An interesting note, I think all three of us clocked this.
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I'm going to read this from the newsroom release.
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WBDC 26 will spotlight incredible updates for Apple platforms, including AI advancements and
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exciting new software and developer tools.
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It's interesting they called it AI, right?
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Not Apple Intelligence.
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That's a choice that they've made.
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Can't call it Apple Intelligence when it's made by Google.
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Or I wonder if they're going to back away from that brand a little bit.
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Because that brand is tainted.
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Well, I guess so is Siri.
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They're all tainted.
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Well, I mean, we'll talk about it later, but it does seem like they're maybe thinking about
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doing some of that kind of stuff anyway.
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But I think it makes more sense to just call it AI, like to stop trying to make fetch happen
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kind of scenario with Apple Intelligence.
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It's like, you don't need to have your own brand for it at this point.
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Because, I mean, I think when Apple introduced it as Apple Intelligence, they were trying
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to be at a place of like, we are better than everyone else.
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And they didn't ship any of the features.
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So it kind of like takes the shine off the like, we're different and better.
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It's like they didn't do anything ultimately, except a couple of things that most people don't
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really seem to enjoy.
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But it was interesting that they called it out.
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I mean, I feel like they probably, considering where we are, right, and the fact that we still
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have not got any of the features that were promised this year, I think they know we're not going
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to get any of those features before WWDC.
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And so why not call it out specifically here so that people know that we are still working
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on this stuff.
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That's kind of how I read it, because I don't know why they would be so specific.
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You know what I mean?
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They don't usually talk about like, oh, you know, we're going to have some great features
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for continuity as part of the WWDC announcement.
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I mean, they're trying to get out ahead of, I don't know.
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The damage is so bad.
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We actually talked about this on MacBook Weekly.
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Like, they're in such a hole that they dug themselves with this stuff that they've, I
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think they've got to go hard at it if it's ready.
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And my word, if they promise something that they can't deliver again, I don't, I don't
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even want to think.
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I just think they don't make the promise, right?
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Like, they just won't.
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They won't promise.
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But how do you do that?
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You know, it's just, it's very interesting to think about how they could manage this.
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There's a very fine balance to walk, I think, for them.
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And I think it's going to be a very interesting time to see where they are.
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But it's nice to have the date on the schedule.
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I'll be there.
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I'm going to go hang out.
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We'll be bringing my mother-in-law in so I can work as late as I want.
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Maybe she wants to go to WWDC.
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You know, you're keeping her from going.
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That's a good question.
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I'll say, were you interested?
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Do you want to go hang out with Steven?
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Then she can go.
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She's like, I want to go see Steven.
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Does she know who I am?
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I mean, she was at our wedding.
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That's right.
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You were at the wedding.
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I was at the wedding.
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That was a long time ago.
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10 years in 2020.
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So it's eight years this year is another way of saying that.
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If you can remember what year it currently is.
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That's true.
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Then you would, then you would say that.
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But if you don't, you just say what I said.
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I have a story about that for y'all.
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I was in a meeting the other day and we were just doing some planning and I definitely thought
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for like two thirds of the meeting that we were in April and not in March.
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I didn't say anything, but I was like, why does everyone keep like, keep messing these
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Like, oh, next month, like April 17th is like, no, that's, I don't understand.
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He's like, what a bunch of idiots.
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What a bunch of morons.
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And, uh, and then I glanced up at my menu bar.
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It's like, oh, it's March.
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Uh, very confusing.
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Very confusing.
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I know it's obvious and like we know, but I cannot believe we're like, we're already
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looking towards WWDC.
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Like it's happening.
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It's, you know, like nine weeks away.
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It's like that it's coming up because, you know, I, I don't know if what you guys doing
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on, on, but like the Apple at 50 stuff is occupying a lot of my time and attention right
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And so like thinking about that and that's like the whole month essentially.
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And then, then we're like into WWDC speculation time by the time all of that's done.
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So it's like, yeah, I, um, yeah, Jason, I've been talking a lot about, about Apple at 50
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and it's just, yeah, a lot going on.
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I have found, I have found it to be intimidating to write about it.
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Like I've tried a couple of times and I just don't, I just got nothing.
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I mean, you are the history guy, so you probably should do something.
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I know, but that's the thing.
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It's like, it's so overwhelming.
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What do I pick?
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You know, you should go take chips out of, you know, like just tiny chunks.
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Um, yeah, it's coming, coming up.
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Did y'all see the news about ads coming to Apple maps?
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And I don't care because I don't use Apple maps.
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And so to me, this is not like upsetting or surprising because I use Google maps and Google
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maps has lots of ads in it.
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So it's like, well, yeah, of course is the way that I expressed my feelings towards this,
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but lots of other people online seem to be very annoyed about it.
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I use Apple maps, uh, a lot and it's just a really nice experience and I understand why
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they're doing it.
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Uh, like you said, Google maps does it, you know, uh, if there's any other mapping platforms
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out there, they probably do it.
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I just, I, I just have the thought of like, can we just have one nice place, you know, but
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that's okay.
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I mean, you can have the nice place.
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It's just going to be underneath a blue box now.
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And we'll just continue past that.
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I do think my feelings about this are conflated with the increased ad load in the app store
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that they've been doing so bad.
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It's so bad.
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Just go search for something in the app store.
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You got to add at the top and now you also get to add in the search results.
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Now, you know, they're in a blue box.
00:15:32
◼
►
They say ad, like they are distinguished, but I just, it's just such a huge amount of it,
00:15:41
◼
►
of the, of the search screen now is, you know, you're, you're getting like two
00:15:47
◼
►
scrolls and you get one result and then the rest are ads.
00:15:53
◼
►
It's just rough.
00:15:54
◼
►
But yeah, I mean, look, I do think that there is a genuine story about small business with
00:16:03
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►
the, with ads and mapping software.
00:16:05
◼
►
And, and I, you know, I know that this is what they're talking about, but I actually do
00:16:10
◼
►
think that that is a thing that could exist.
00:16:12
◼
►
Like small businesses could be able to advertise themselves in their local neighborhood.
00:16:17
◼
►
like that is a thing you could potentially do.
00:16:20
◼
►
Um, and I do know that from a business perspective, search ads in the app store can be beneficial,
00:16:26
◼
►
but it is just, it's just a lot of ads everywhere.
00:16:31
◼
►
Yeah, for sure.
00:16:34
◼
►
Um, and it is in conjunction with the new Apple business stuff where they're kind of taking
00:16:38
◼
►
on Google workspace in a new way.
00:16:40
◼
►
Um, heaven help you if you put your, your business email in iCloud, but you know,
00:16:45
◼
►
I have not even, I have decided to not put an ounce of my energy into understanding what that's
00:16:52
◼
►
like, I don't really want to know.
00:16:56
◼
►
It's actually interesting.
00:16:57
◼
►
I had two people, one in email, then one in real life sent me a text like, oh, hey, should
00:17:02
◼
►
I like do this?
00:17:03
◼
►
I'm like, no, just keep using Google workspace.
00:17:06
◼
►
No, no, it's okay.
00:17:08
◼
►
I mean, maybe eventually, but not straight away.
00:17:11
◼
►
Like don't, don't do it right now.
00:17:14
◼
►
Uh, I mean, the one thing I know about it is it's MDM and other stuff, right?
00:17:18
◼
►
And so like, I guess if you're already using their MDM, like maybe this works for you to
00:17:24
◼
►
add in calendars and email or whatever it probably is.
00:17:27
◼
►
But yeah, it's just like, I don't know, man.
00:17:29
◼
►
It's not for me.
00:17:30
◼
►
What if you're using MDA?
00:17:31
◼
►
It's a different thing.
00:17:33
◼
►
What's that?
00:17:34
◼
►
It's a drug.
00:17:36
◼
►
No, that's an MDMA.
00:17:37
◼
►
No, no, it was a joke.
00:17:38
◼
►
It was like a joke though.
00:17:41
◼
►
If you got the joke wrong, it's not a joke.
00:17:44
◼
►
No, you said MDM and I said, what if you use MDA?
00:17:46
◼
►
But it's MDMA.
00:17:48
◼
►
If you can't tell anybody, it's an NDA.
00:17:51
◼
►
It's MD, you need, you, you, the joke was there, but you, you took away a letter that
00:17:57
◼
►
didn't need taking away.
00:17:59
◼
►
I think we're, I think we're passing like two ships in the night.
00:18:03
◼
►
A little bit.
00:18:05
◼
►
I think it's two and one ship because me and Federico are definitely in the same ship and
00:18:11
◼
►
it's not the one that you're in, I'm afraid.
00:18:14
◼
►
This episode of Connected is brought to you by Sentry.
00:18:18
◼
►
Logs are messy.
00:18:20
◼
►
Trying to grep through them and line up with traces and dashboards just to understand one
00:18:26
◼
►
issue is in it.
00:18:28
◼
►
Sentry, that's S-E-N-T-R-Y, has logs too, but they've made them usable.
00:18:34
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Sentry's logs are trace connected and structured so you can follow the request flow and filter
00:18:39
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by whatever matters.
00:18:41
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And because Sentry surfaces the context right where you're debugging, the trace, the relevant
00:18:46
◼
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logs, the error, and even the session we play, they all land on one timeline.
00:18:51
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So you're not trying to match timelines or hop between tools.
00:18:55
◼
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Frontend, mobile backend, whatever you're debugging, Sentry gives you the context you need so you
00:19:01
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can fix the problem and move on.
00:19:03
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More than 4.5 million developers use it, including teams at Anthropic, Disney+, and here at Relay.
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We have a freelance developer.
00:19:12
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He has limited time with us.
00:19:13
◼
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And Sentry really makes the most of his time.
00:19:17
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Because if we have an issue, he can quickly get to the bottom of it.
00:19:21
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We've been using Sentry for years, long before they were a sponsor, and they really have made
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the upkeep and development of our custom CMS much easier.
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So try it for free at Sentry.io.
00:19:34
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That's S-E-N-T-R-Y, Sentry.io, and tell them that we sent you.
00:19:40
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They have a free dev plan for listeners of Connected, so use the code CONNECTED26 to get
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$100 in credit.
00:19:49
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That's Sentry.io and the code CONNECTED26 to get $100 in Sentry credits.
00:19:56
◼
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My thanks to Sentry for their support of the show and Relay.
00:20:00
◼
►
The information is reporting that Google is giving Apple full access to their Gemini model,
00:20:08
◼
►
which Apple is using for something called distillation.
00:20:13
◼
►
Essentially, Apple will be able to ask queries of Gemini.
00:20:18
◼
►
I'm assuming this is the large model.
00:20:20
◼
►
I'm also assuming that when I'm finished speaking, Federica will have numbers and statistics for this.
00:20:25
◼
►
But essentially, Apple is able to ask queries of Gemini, get a full report of the reasoning
00:20:32
◼
►
and the process that the model went through to get to the result, then take all of that information
00:20:37
◼
►
and use it to train smaller on-device models that Apple can use.
00:20:42
◼
►
To me, this feels like pretty significant access of Gemini.
00:20:47
◼
►
What was your take on this, Federica?
00:20:50
◼
►
Well, first of all, nice deal that Apple got in terms of having permission to run Gemini in their data centers
00:20:58
◼
►
and also use it for distillation.
00:21:00
◼
►
I think that's how you make alcohol.
00:21:03
◼
►
Okay, I'm done.
00:21:05
◼
►
He's really trying.
00:21:06
◼
►
What should we do with Steven today?
00:21:08
◼
►
Do you have any ideas, Mike?
00:21:10
◼
►
Any thoughts?
00:21:12
◼
►
Any feedback?
00:21:13
◼
►
I mean, we could...
00:21:15
◼
►
Unfortunately, it's his meeting, so we can't kick him out.
00:21:18
◼
►
Right, right, right.
00:21:19
◼
►
So I guess we'll just have to push through.
00:21:22
◼
►
We're just sort of wondering, you know, for the best course of action.
00:21:26
◼
►
I think we just have to embrace it.
00:21:30
◼
►
It's like, ha, ha, ha.
00:21:31
◼
►
No, no, we love you, Steve.
00:21:33
◼
►
We love you, Steve.
00:21:33
◼
►
Yeah, we love you, too.
00:21:34
◼
►
Most of the time.
00:21:34
◼
►
We know you're trying.
00:21:40
◼
►
Are you still on the call, Steven?
00:21:44
◼
►
We love you very much.
00:21:47
◼
►
So first of all, I think it was not obvious that Apple would get the ability to also use Gemini output for distillation.
00:21:55
◼
►
So distillation, I think we mentioned it before.
00:21:57
◼
►
It's the idea that you're basically taking a teacher model, in this case, the big Gemini model that Apple can use,
00:22:07
◼
►
and you're using a smaller, sort of more efficient model, we're going to call it the student model,
00:22:13
◼
►
to transfer some of the knowledge from the teacher to the student.
00:22:17
◼
►
And you mostly do this by sort of taking, there are many different ways to do this,
00:22:24
◼
►
but in simplifying, you take the reasoning output from the bigger model,
00:22:30
◼
►
and you use that to teach a smaller model how to get to the same results in a more efficient way.
00:22:37
◼
►
And I assume this is like, I think both OpenAI and Anthropic have complained about, like, Asian companies doing.
00:22:46
◼
►
Yes, absolutely.
00:22:46
◼
►
This is what they're talking about when they make those complaints?
00:22:49
◼
►
One of the popular, so, you know, Alibaba, they make a large language model called Quen, which is open source.
00:22:56
◼
►
One of the more popular versions of Quen 3.5 lately is a version of Quen that is small enough to run on a bunch of, you know,
00:23:06
◼
►
regular consumer-grade laptops, but it's been distilled from Opus 4.6.
00:23:12
◼
►
And, you know, that makes Anthropic really, really happy, I bet.
00:23:17
◼
►
But that's the idea.
00:23:18
◼
►
So, obviously, like, interesting, but I have so many questions.
00:23:25
◼
►
Because, first of all, like, what exactly are you distilling it into?
00:23:32
◼
►
Like, are you taking Gemini output and using it for distillation of Apple Foundation models?
00:23:37
◼
►
Like, is that what you're doing?
00:23:39
◼
►
You're taking your own models and distilling Gemini 3.1 output?
00:23:44
◼
►
Or is it going to be something else?
00:23:48
◼
►
I assume that Apple is taking Gemini output to distill it into Apple Foundation models.
00:23:54
◼
►
That's my assumption.
00:23:55
◼
►
When I read this news, right, because I know there's been a lot of conversation about, like,
00:24:00
◼
►
how long are Apple going to use Gemini, right?
00:24:04
◼
►
And I have fallen into the camp of, I think this is a long, long, long-term partnership.
00:24:10
◼
►
Because I just don't imagine Apple being able to produce something of this power
00:24:15
◼
►
when all these other companies continue to move forward.
00:24:19
◼
►
And when I see something like this, it's like, oh, this to me gives an example.
00:24:24
◼
►
Like, it is another piece of evidence that Google at least believed this is a long-term partnership.
00:24:29
◼
►
Because why would they let another company do this otherwise?
00:24:33
◼
►
Because it seems like you're giving away what you're good at for free, essentially.
00:24:40
◼
►
My main concern is that what are these smaller models that are a result of distillation going
00:24:54
◼
►
to be used for?
00:24:55
◼
►
Because I have a really hard time thinking that you can use distillation to make a model
00:25:03
◼
►
that is going to be at the center of app intents and coordinating tools.
00:25:09
◼
►
Because even big models, like we're talking GPT 5.4, we're talking Opus, we're talking Gemini
00:25:16
◼
►
size models.
00:25:17
◼
►
Sometimes they struggle with too many tools, with too many potential integrations.
00:25:23
◼
►
So I don't think they're using distillation to power the system that is going to handle
00:25:30
◼
►
all the app intents, all the things they showed off in 2024.
00:25:33
◼
►
So I think they're using distillation to make self-contained models for very specific tasks.
00:25:40
◼
►
Like for example, maybe they're going to use distillation to improve the, to make a model
00:25:46
◼
►
that only handles the cleanup in photos.
00:25:50
◼
►
Or maybe they're going to use distillation to make a model that only handles audio transcription.
00:25:56
◼
►
Like I think that's what they're doing, but for the more like high level coordination of
00:26:04
◼
►
things like handling complex questions, handling app intents, coordinating across multiple
00:26:10
◼
►
apps, I mean, happy to be proven wrong, but I would be really surprised if distillation is
00:26:17
◼
►
used for that.
00:26:19
◼
►
I think we're going to end up having a collection of self-contained small Apple foundation models
00:26:25
◼
►
that each does one thing and they were distilled from Gemini.
00:26:29
◼
►
And why does Gemini happen to be a great model for that?
00:26:33
◼
►
Because at the moment, Gemini is the only big model from a big AI provider that is natively
00:26:42
◼
►
multi-model.
00:26:43
◼
►
It supports pictures, it supports video, it supports audio, it supports all kinds of file attachments,
00:26:49
◼
►
and it even supports live conversations.
00:26:53
◼
►
In fact, they just released a few minutes ago, Gemini 3.1 Flash Live, which is what's going
00:27:00
◼
►
to power the live conversations.
00:27:02
◼
►
Their names are so bad.
00:27:04
◼
►
They're terrible names.
00:27:06
◼
►
Just keep putting different descriptors on it and we'll get it.
00:27:10
◼
►
I think a pretty good model to use for distillation if the goal is to have a bunch of smaller, dedicated
00:27:17
◼
►
models for very different tasks that you want to run on a smartphone.
00:27:21
◼
►
So, nice get from Apple, obviously.
00:27:27
◼
►
Speaking of Apple AI and what we might see, the rumor wizard Mark Gurman is reporting for Bloomberg
00:27:36
◼
►
on what he is expecting to see at WWDC.
00:27:39
◼
►
So, there's a bunch of things here.
00:27:40
◼
►
So, first off is a standalone app for Siri.
00:27:46
◼
►
So, very much a chatbot interface.
00:27:49
◼
►
This is something that had been rumored before that Apple was potentially working on internally,
00:27:53
◼
►
but it was unclear if it was something that they wanted to ship.
00:27:59
◼
►
I think Craig Federighi kind of famously was against a chatbot interface, but that's what
00:28:05
◼
►
all of this stuff, you know, a lot of this stuff has taken shape exactly like that.
00:28:09
◼
►
And so, this version of, like, I guess it would probably be the Siri app is probably what they
00:28:14
◼
►
will produce here.
00:28:16
◼
►
It will display prior conversations that you can jump back in on.
00:28:19
◼
►
You can pin favorite conversations, search across messages, or the kind of table stakes stuff
00:28:24
◼
►
that you would expect.
00:28:25
◼
►
And the UI will be very reminiscent to iMessage.
00:28:27
◼
►
It was very funny to me that in the report, Mark is like, and it will support light and
00:28:33
◼
►
It's like, really, Mark?
00:28:37
◼
►
What a detail.
00:28:38
◼
►
It should be much more.
00:28:40
◼
►
And also, just in general, they're trying to make Siri more conversational than before
00:28:45
◼
►
in both text and voice.
00:28:47
◼
►
A branding of, like, quote, ask Siri will be in lots of places throughout the operating
00:28:54
◼
►
system as, like, a label or a button.
00:28:56
◼
►
And it will be prompting you as the user to send content to Siri for assistance.
00:29:02
◼
►
Like, if you were to highlight text, for example, there would be, like, a button that might pop
00:29:06
◼
►
up, and you could do something with that.
00:29:08
◼
►
Or you could do it with files.
00:29:10
◼
►
You know, maybe you select a bunch of files, and then maybe you can ask Siri, hey, rename
00:29:13
◼
►
these or something like that.
00:29:15
◼
►
I'm going to read a quote here from the article.
00:29:17
◼
►
The updated Siri, codenamed Campo, is designed to better control features within iPhones and
00:29:23
◼
►
Macs and tap into personal data, like messages, notes, and emails, to fulfill requests.
00:29:28
◼
►
It also will be able to complete tasks within apps, access news content, and search the open
00:29:34
◼
►
web using Apple-built interfaces and models.
00:29:37
◼
►
So they're still talking about this, like, controlling of devices and using your information.
00:29:45
◼
►
Earlier on in the episode, I mentioned about, you know, when I think, I don't know which
00:29:51
◼
►
one of you beautiful co-hosts it was suggested that maybe they're moving away from the Apple
00:29:54
◼
►
intelligence branding.
00:29:55
◼
►
Apple is considering a redesign of the glowing Siri interface that was introduced in iOS 18.
00:30:02
◼
►
And they're considering moving the main animation to the dynamic island.
00:30:07
◼
►
I read another quote.
00:30:08
◼
►
When processing a request, a pill-shaped indicator labeled searching appears alongside a glowing
00:30:14
◼
►
Once results are ready, the interface expands into a larger translucent panel.
00:30:18
◼
►
With Apple's liquid glass design, users can pull the menu down further to begin conversing
00:30:23
◼
►
back and forth.
00:30:24
◼
►
Seems like they're trying to get a bit of a break from the iOS 18 failures, I guess.
00:30:30
◼
►
Start over again.
00:30:31
◼
►
And in a couple of other bits, Spotlight could be replaced by Siri in 27 with a unified interface
00:30:38
◼
►
that will use personal context to find out more.
00:30:41
◼
►
And Mark says that the current beta of iOS 27 currently includes the personal context and
00:30:47
◼
►
on-screen awareness features.
00:30:48
◼
►
And it's still believed that they will ship this year, but unlikely before iOS 27, app intents
00:30:54
◼
►
is still under development as well.
00:30:56
◼
►
What do you boys think about this?
00:30:57
◼
►
Stephen, I want to get your feelings on this first, actually.
00:31:00
◼
►
What are you thinking about all of this?
00:31:01
◼
►
I think it's good that Apple is willing to revisit decisions like the chatbot experience.
00:31:09
◼
►
And I do think that unifying this stuff makes a lot of sense, like Siri and Spotlight, all
00:31:17
◼
►
these things.
00:31:17
◼
►
Like, I think when people search today, like, I think the line is blurrier than ever of like,
00:31:23
◼
►
I'm searching my device, I'm searching the web, I'm asking for data that's on my device,
00:31:27
◼
►
I'm asking for data that's on the web.
00:31:28
◼
►
And I think Apple needs to respond to that stuff.
00:31:32
◼
►
So I think for the most part, what is in here is encouraging to me.
00:31:38
◼
►
And I think that while I'm sad about the gradient, the rainbow gradient going away,
00:31:45
◼
►
I feel like that design is just really tied to what they did a couple of years ago.
00:31:50
◼
►
And I think it's not that personable.
00:31:54
◼
►
And if they're trying to make Siri more conversational, more friendly, which not everybody wants,
00:31:59
◼
►
by the way, right?
00:31:59
◼
►
Like a bunch of people in there prompting, like, just answer the question, don't glaze
00:32:03
◼
►
me or whatever.
00:32:04
◼
►
But if they're going to do that, it might need some more personality.
00:32:09
◼
►
And so what that looks like, I don't know.
00:32:12
◼
►
But it's interesting to think about.
00:32:15
◼
►
My hope would be that it would respond to your tone.
00:32:18
◼
►
But ultimately, none of these models really seem able to fully do that.
00:32:23
◼
►
And like, you know, just like, this isn't right.
00:32:25
◼
►
Oh, yeah, of course it's not right.
00:32:27
◼
►
I knew that all along.
00:32:29
◼
►
Thank you very much.
00:32:29
◼
►
Federico, what do you think?
00:32:32
◼
►
I think it's a great idea that they are reconsidering their opinion on the chat experience.
00:32:40
◼
►
Obviously, a lot of, look, the simple truth is that a lot of people use chatbots, right?
00:32:49
◼
►
And the UI clearly works for about, I mean, if you take it all together, just the big three,
00:32:59
◼
►
OpenAI, so JGPT, Claude, and Gemini, let's say that we are in the ballpark of one and a half
00:33:06
◼
►
to two billion people using these services on a monthly basis.
00:33:10
◼
►
You know, there's something interesting recently.
00:33:14
◼
►
I'm not sure if you two have encountered this, that there was this, like, NBC survey, and it
00:33:20
◼
►
was saying that people don't like AI, right?
00:33:24
◼
►
Yeah, people say that.
00:33:25
◼
►
Yeah, but this is the point that I wanted to get to.
00:33:29
◼
►
Like, I believe that that survey is correct, but I feel like I've been seeing a lot of,
00:33:33
◼
►
like, assumptions made that, like, it means everybody hates AI.
00:33:37
◼
►
And it's like, I understand that, but also, what about the hundreds of millions of people
00:33:41
◼
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that are using it all the time?
00:33:42
◼
►
No, look, I see this with my friends all the time.
00:33:46
◼
►
I kind of think, and stay with me here, I kind of think that using a chatbot is kind of
00:33:50
◼
►
like watching porn, in the sense that a lot of people do it, but nobody talks about it.
00:33:55
◼
►
I see this with my friends all the time.
00:33:59
◼
►
About the chatbots.
00:34:02
◼
►
About the chatbots.
00:34:04
◼
►
I'm very open.
00:34:05
◼
►
No, look, I am dead serious right now.
00:34:09
◼
►
They all have, and please forgive me, a lot of them even use Grok, okay?
00:34:17
◼
►
They all have Chagipiti, Grok, Gemini, they all do it.
00:34:23
◼
►
It's on their home screens.
00:34:25
◼
►
I see their phones.
00:34:26
◼
►
They make stuff with it.
00:34:28
◼
►
But when you ask them, they're like, oh, man, AI.
00:34:31
◼
►
It's so evil.
00:34:32
◼
►
I guess it's somewhat similar to like, people use Instagram and Facebook, but tell you they
00:34:42
◼
►
hate methods.
00:34:42
◼
►
Yes, that's what I mean.
00:34:44
◼
►
That's what I mean.
00:34:45
◼
►
It's a similar thing.
00:34:45
◼
►
Everybody does it, but then when asked, imagine in a survey, you'd be like, oh, no, I hate AI.
00:34:53
◼
►
And then on your phone, you have like three different AI apps.
00:34:57
◼
►
Yeah, so that's what I meant.
00:34:59
◼
►
There's a stigma, I guess.
00:35:00
◼
►
There is a stigma.
00:35:02
◼
►
People just don't think about it, but yeah, or, I mean, what's the alternative that all
00:35:07
◼
►
of these companies are lying about user numbers?
00:35:09
◼
►
That's also possible, right?
00:35:11
◼
►
That OpenAI and Google.
00:35:12
◼
►
Everyone's boosting it, but it still is being used by an unbelievable amount of people.
00:35:17
◼
►
So let's say that instead of 2 billion people, let's say that 1 billion people are using it.
00:35:22
◼
►
All right, cool.
00:35:22
◼
►
So clearly there is, you could say, some user interest in chatbots.
00:35:28
◼
►
So I think Apple is doing the right thing.
00:35:31
◼
►
Now, I actually think, and this is potentially the, not even a hot take, but maybe a warm take,
00:35:38
◼
►
that if they do this correctly, if they don't screw it up a second or third or how many versions
00:35:47
◼
►
of Siri they've done time, they could actually be the one company that hasn't spent billions
00:35:57
◼
►
billions upon billions upon billions upon billions on AI and data centers, but they end up having
00:36:03
◼
►
the best experience on smartphones, especially when it comes to integrated AI.
00:36:09
◼
►
They have spent the 1 billion with Google and they have spent, quote unquote spent, quote unquote, spent the 1 billion with Google.
00:36:21
◼
►
And they have, I mean, they surely must have spent a sum of money on that data center that is currently sitting
00:36:30
◼
►
unused with private cloud compute.
00:36:31
◼
►
So they have spent some money.
00:36:35
◼
►
They obviously have not spent nearly as much as OpenAI and Anthropic did with data centers and GPUs.
00:36:43
◼
►
But there is a potential for them to end up having a really nice user experience for a chatbot product
00:36:52
◼
►
that is deeply integrated with the system and actually works.
00:36:57
◼
►
Because all of these other companies, OpenAI, Anthropic, Perplexity, Google, and Google may be less than the others
00:37:06
◼
►
because they do have Android, but all of these other AI labs, they wish they had a delivery platform like iOS or macOS, right?
00:37:18
◼
►
And especially on iOS because of smartphones.
00:37:21
◼
►
They have none of that and they wish they had it, right?
00:37:25
◼
►
They could so deeply integrate with things like your camera.
00:37:28
◼
►
Some of them are spending hundreds of millions of dollars for the potential hope of a risk of a chance of maybe one day having it.
00:37:35
◼
►
Yeah, Horace Deju wrote about this a couple weeks ago.
00:37:38
◼
►
And the sentence that jumped out at me is AI services are...
00:37:42
◼
►
So he builds the case that about $650 billion has been spent, I think, in building these things out.
00:37:49
◼
►
And he says, AI services generate roughly $35 billion in total revenue or 5% of what's being spent on infrastructure.
00:37:59
◼
►
So when you tell me that Apple is considering having a dedicated app that lets you organize your chats, lets you have multiple views for your chats,
00:38:08
◼
►
and maybe a new UI in the dynamic island where your Siri responses come up in the dynamic island,
00:38:14
◼
►
but then you can expand them and you can continue the conversation.
00:38:17
◼
►
And then they're going to deliver on that personal context and app intents that they promised.
00:38:21
◼
►
Like, all of that, if it works, and it sounds like maybe this one time is going to work, like, it sounds incredible.
00:38:28
◼
►
Like, to the point where I think if they deliver, and I cannot emphasize that if enough right now.
00:38:38
◼
►
A lot of the people like me or John, like, folks who have really spent a lot of time over the past year, right?
00:38:46
◼
►
Exploring AI, trying to understand AI for productivity, especially.
00:38:51
◼
►
I think a lot of us will have to have a serious look at iOS and what Apple delivered and rethink some of our workflows.
00:39:03
◼
►
Like, I was thinking about this.
00:39:05
◼
►
How many things I do in Claude right now that are, like, these Ruby Goldberg machines of prompts and projects and schedules?
00:39:14
◼
►
And they could easily be just simpler things integrated with Siri and my file manager, right?
00:39:25
◼
►
I think if it works, this is going to be incredible.
00:39:28
◼
►
And we may end up looking back at these past three years with OpenAI and Anthropic spending so much money and Apple coming in late, spending $1 billion and having the best system of them all as a quite amusing and ironic turn of events.
00:39:50
◼
►
It would be an incredible save, you know, like, some people are like, oh, Apple planned it.
00:39:54
◼
►
No, they didn't.
00:39:55
◼
►
Like, go back to 2024.
00:39:57
◼
►
This was not what they were thinking.
00:39:58
◼
►
But if it's how it turns out, just like, boy, the universe smiled upon you in a way that was unexpected.
00:40:05
◼
►
Like, I could imagine, you know, like, I use different tools for different things.
00:40:10
◼
►
And, like, my kind of, like, quote, unquote, chatbot experiences, which have been mostly using ChatGPT, I could imagine just not using that anymore.
00:40:19
◼
►
But then some of the more work stuff that I've been doing with Claude, it doesn't seem like Apple's doing this.
00:40:25
◼
►
And this is actually a thought that I was having, which, like, it feels like now there's a lot of stuff around coding and computer usage, right?
00:40:34
◼
►
It feels like that is, like, this area that is being identified.
00:40:38
◼
►
And I just wonder that come September, six months from now, where is this going to be?
00:40:45
◼
►
And, like, will Apple's features still look innovative, right, on a three-month timeline?
00:40:52
◼
►
Or are we still going to be in a scenario where we get to September and it's like, well, yeah, you have Siri on the Mac, but really what you still want is Claude.
00:41:01
◼
►
And I don't know if that's important or not, but it's going to be interesting to see, like, how much computer use do they really enable?
00:41:10
◼
►
Because I want it to be a lot, but I just don't know yet if that's what we're going to get.
00:41:16
◼
►
I think you're right about the fact that there's a split between chatbot experience and the more, like, productive or some people call them agents, right, type of experience.
00:41:32
◼
►
And I think short term, if the Apple system works, companies like Perplexity are in trouble.
00:41:39
◼
►
And, I mean, it's not a surprise that even Perplexity is sort of pivoting to that, to be more Claude-like, right, with computer and personal computer that they're doing.
00:41:50
◼
►
But I think the general chatbot experience, why would I use something else when a pretty good chatbot with web search is right there on my phone?
00:42:01
◼
►
Whereas I may continue to use something like Claude or something like Perplexity Computer to do more productive things that Siri alone cannot do.
00:42:11
◼
►
But still, even then, there's the question, okay, but what if that AppIntense system actually works?
00:42:21
◼
►
Like, what if also there's a productivity story there?
00:42:25
◼
►
Because the system that Apple talked about, it's actually pretty good.
00:42:28
◼
►
What if I could say, hey, assistant, take my latest, I don't know, I'm just imagining things, but like, take the documents that I'm working on in Obsidian and save it to working copy in GitHub and send a link to John.
00:42:45
◼
►
Like, something like that.
00:42:46
◼
►
Is that going to work?
00:42:47
◼
►
Because if it does, I mean, that entirely replaces a whole workflow that we built for Mac Stories around GitHub and Claude, for example.
00:42:56
◼
►
Like, is that stuff actually going to work?
00:42:59
◼
►
That's my big question right now.
00:43:01
◼
►
But they've got to get this part right first.
00:43:05
◼
►
You know what I mean?
00:43:06
◼
►
Like, I know this is what I'm saying, what I would like them to do.
00:43:08
◼
►
But if they don't do it and deliver everything else, I'll give them another video.
00:43:12
◼
►
Oh yeah, that's fine.
00:43:13
◼
►
You know, it's like, please, just get it right.
00:43:15
◼
►
Like, do what you're supposed to be doing and get it right.
00:43:20
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So Mark Gurman also published, I think this was last week, a profile of sorts of John Ternus.
00:45:38
◼
►
Another one.
00:45:39
◼
►
I feel like this is more and more and more of these happening over time, which I just think continues to lend credence to the thing that Mark has been talking about for years now,
00:45:49
◼
►
that John Ternus is next in line to be the CEO of Apple.
00:45:53
◼
►
And so I've got some quotes that I want to read out, some parts of it, and we can kind of talk about it as we go.
00:45:58
◼
►
Starting off, John Ternus has taken a bigger role in Apple's product marketing, sometimes personally editing copy for the website and product event materials.
00:46:06
◼
►
That feels really annoying.
00:46:09
◼
►
That feels really annoying.
00:46:10
◼
►
Like, leave me alone.
00:46:12
◼
►
I write the website copy.
00:46:15
◼
►
Jaws is just in there in like a pages document and then turns his little head, pops up, and he's like, hey!
00:46:21
◼
►
I'm just deleting everything you write.
00:46:22
◼
►
It's like, that feels like micromanaging.
00:46:26
◼
►
I'm not sure what that was meant to, I think this is meant, like, it's like taking a bigger role, like editing copy on the website.
00:46:32
◼
►
It's like, no, I don't think those two things go together, but fine.
00:46:34
◼
►
Okay, I'm going to make a meta comment up front.
00:46:37
◼
►
Like, people are like, oh, this is boring, and I don't necessarily think that.
00:46:40
◼
►
I don't agree with that at all.
00:46:42
◼
►
I do think that German basically just reporting like a bunch of anecdotes, and there's not a real story in this profile, but yeah, whatever.
00:46:52
◼
►
The story is I was right, right?
00:46:55
◼
►
That he's good.
00:46:56
◼
►
Oh, yeah, I thought he meant you.
00:46:57
◼
►
That Ternus will be the next CEO.
00:46:59
◼
►
Oh, yeah, for sure.
00:46:59
◼
►
That's what he's saying.
00:47:00
◼
►
It's like, here's more stuff, more anecdotes that I have about him from people he's working with currently and has worked with in the past.
00:47:07
◼
►
Like, that's kind of what he's, Mark is building a big case for himself here, and I'll tell you, if he got this one right, if this happens, man, this is bigger than the MacBook leak that he got.
00:47:18
◼
►
Like, he called this a long time ago and just followed it up the whole way through.
00:47:22
◼
►
Coworkers describe him as a good communicator who empowers employees, a management style that echoes cooks.
00:47:32
◼
►
Apparently, Ternus knows he needs Boulder products as part of his leadership.
00:47:36
◼
►
Like, that's what he's looking at.
00:47:38
◼
►
And so, at the moment, the list of Boulder products that John Ternus is looking over is AI-powered home devices.
00:47:46
◼
►
This is something that he has taken charge of after previously thinking this category would not catch on.
00:47:51
◼
►
He was not a fan of the HomePod, for example.
00:47:53
◼
►
And the person who was in charge of that just left for Aura.
00:47:57
◼
►
And so, something happened there, for sure.
00:48:01
◼
►
Smart glasses, smart AirPods, and a smart pendant.
00:48:05
◼
►
We've heard about these before.
00:48:06
◼
►
And, quote, he's been a proponent of the development of a nearly 20-inch wide foldable iPad.
00:48:17
◼
►
John, do it.
00:48:18
◼
►
I dare you to do it, John.
00:48:21
◼
►
I'm going to read this as a longer quote.
00:48:23
◼
►
In the early days of the iPad, Ternus argued the device's hardware capabilities weren't used to the fullest
00:48:29
◼
►
because its software platform wasn't taking advantage of the tablet's more powerful processor and bigger screen.
00:48:34
◼
►
He pushed internally for a new operating system and eventually persuaded Federighi to build it.
00:48:40
◼
►
Ternus was also instrumental in creating iPad accessories, such as stylus and a keyboard,
00:48:45
◼
►
as well as their magnetic charging and pairing systems.
00:48:49
◼
►
This, I think, is the most interesting part of Gurman's whole reporting.
00:48:55
◼
►
To me, it shows that Ternus is thinking about products holistically, and he's not just the hardware guy.
00:49:02
◼
►
Which is, that's really good, isn't it?
00:49:04
◼
►
It is really good.
00:49:05
◼
►
This is the most encouraging thing that I've read on Ternus, maybe ever.
00:49:09
◼
►
Like, I don't know if it's a good thing or not to kind of stay in your lane in an environment like this, right?
00:49:16
◼
►
Like, should he leave the software people alone and focus on hardware?
00:49:21
◼
►
Like, I don't, you know, I can imagine that's the thing that some people would say.
00:49:25
◼
►
But at Apple, it feels like this stuff's supposed to work together.
00:49:29
◼
►
So it feels like if you're on an executive level, you should have an opinion about everything.
00:49:33
◼
►
And so, yeah, I thought this was good.
00:49:36
◼
►
I mean, I assume you think it's very good, Federico.
00:49:38
◼
►
You probably wanted to be CEO more than another.
00:49:42
◼
►
What are we waiting for again?
00:49:44
◼
►
Well, John Ternus was a driving force behind the touch bar and the bar flaky board.
00:49:48
◼
►
So it's not all good.
00:49:51
◼
►
I mean, yeah.
00:49:52
◼
►
I mean, if you're in charge of something, the good and the bad fall to you.
00:49:57
◼
►
So there's also this part in the article that talks about Ternus sometimes having a leadership
00:50:03
◼
►
style that has been unconventional for an Apple executive.
00:50:07
◼
►
So this is a story that late in the development of the Vision Pro, it was discovered that the
00:50:13
◼
►
AirPods Pro were missing a wireless frequency that would give them the ability to stream low
00:50:19
◼
►
latency audio, which was why Apple ended up shipping that USB-C version when they did.
00:50:25
◼
►
So they shipped it a little earlier than they would have otherwise.
00:50:28
◼
►
Remember, it's like, oh, here's USB-C and it will enable low latency audio with the AirPods
00:50:33
◼
►
That was supposed to be in the AirPods Pro 2, just shipping.
00:50:36
◼
►
But it wasn't done right.
00:50:38
◼
►
And apparently, Ternus took this on as a bit of a mission to find the person responsible for
00:50:43
◼
►
the error, which is a style of management that was considered a little old school for Apple.
00:50:50
◼
►
Apparently, some people appreciated it.
00:50:52
◼
►
Others did not.
00:50:53
◼
►
But then the article does also say this is not typical for him, but it was something that
00:50:58
◼
►
And he is considered a nice guy and tends to, quote, see mistakes as systematic problems that
00:51:04
◼
►
can be solved by better leadership instead of putting the onus on engineers, which all of
00:51:09
◼
►
this seems very conflicting.
00:51:11
◼
►
And so, like, I would like, you know, in a report like this, I would like to know, does
00:51:15
◼
►
Ternus do this stuff a lot?
00:51:17
◼
►
Why did he do this?
00:51:18
◼
►
Like, why was this such a thing for him?
00:51:20
◼
►
I mean, that's a pretty big screw up, I think.
00:51:22
◼
►
Like, you had to ship a whole new product to fix it, but...
00:51:25
◼
►
Oh, I agree.
00:51:26
◼
►
But yeah, I mean, maybe he took it a little too personally or whatever, but I don't think
00:51:30
◼
►
it's bad if you try to figure out where a mistake was made and if people get in trouble for it.
00:51:36
◼
►
Like, you know, I see.
00:51:39
◼
►
I mean, I see how that could be viewed as old school.
00:51:42
◼
►
That's a little, maybe more Jobsian than Cookian, but I don't think that's awful either.
00:51:50
◼
►
No, because ultimately, it meant that people like us who spent $3,000 on a Vision Pro then
00:51:56
◼
►
had to spend another $300 on AirPods Pro.
00:52:00
◼
►
So, like, it's a good thing to be like, this was bad.
00:52:03
◼
►
Like, this shouldn't have happened because we've now put our customers in a very awkward
00:52:10
◼
►
So, I think people kind of fixated on this, but I don't think it's a sign that, you know,
00:52:16
◼
►
he shouldn't be CEO.
00:52:17
◼
►
Maybe it's a sign he should be CEO, honestly.
00:52:19
◼
►
Yes, my thought is that maybe there are times when this kind of thing is necessary.
00:52:26
◼
►
I mean, why...
00:52:28
◼
►
Well, what's wrong with trying to find a person responsible for something?
00:52:31
◼
►
Well, I mean, I guess it's what happens next, right, is the thing.
00:52:35
◼
►
Like, was this person fired or demoted?
00:52:38
◼
►
Was that worth it, right?
00:52:39
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These are the details that we don't have.
00:52:41
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Well, I mean, we all have responsibilities.
00:52:42
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If I screw up something, people are, you know, people are going to find me for something.
00:52:47
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I mean, it seems like at least in recent times, this appears to be not the way Apple has worked.
00:52:53
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Maybe it should work that way.
00:52:54
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Yeah, maybe it should.
00:52:55
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Yes, I agree.
00:52:56
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Maybe it should, you know?
00:52:57
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Maybe people should have to take responsibility for something.
00:53:01
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And like, sometimes it just means that you go, gang, this is my problem, and now I'm going
00:53:06
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And like, that's how you take responsibility for it or whatever.
00:53:08
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And like, maybe that is what happened.
00:53:10
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And maybe then this person involved was able to very quickly get this new version ready.
00:53:15
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Maybe this was quicker than they would have had it.
00:53:17
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And maybe that was the way it was resolved.
00:53:19
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But like, it's a scenario like this of like, oh, well, this got screwed up.
00:53:22
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So I'm going to find the person responsible.
00:53:23
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And then they're going to be tasked with fixing this problem.
00:53:26
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Like, maybe that is the whole story, but we don't have the whole story.
00:53:29
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But yeah, I mean, everything that I read about Ternus is like, it encourages me.
00:53:39
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And I wonder what Apple will be like.
00:53:46
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Like, what are the things that he will and will not focus on?
00:53:51
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And like, you know, a lot of it talks about like, obviously, he has been, he has earned
00:53:54
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the trust of Tim and Tim's lieutenants.
00:53:56
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So there must be some similarities between their leadership styles and maybe some of the things
00:54:01
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they do and don't care about.
00:54:02
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But it surely would be a different company run by someone who came from the product side
00:54:10
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of the organization rather than the operations side of the organization.
00:54:14
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Right, right.
00:54:18
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Which is interesting because for a long time, everyone believed that Jeff Williams was the
00:54:23
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stand-in, right?
00:54:24
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If Tim Cook got sick or got hit by a bus on a workout, then Williams would step in.
00:54:30
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That didn't happen.
00:54:31
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Jeff Williams retired, like good for him.
00:54:34
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But it's just like, there's a shift there somehow.
00:54:39
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Maybe the plan wasn't for Williams to be the permanent CEO if something happened to Cook,
00:54:43
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Maybe it's, or maybe the plan was if Williams has to step in, that Ternus would be after
00:54:50
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I don't know.
00:54:50
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There's something there, I think.
00:54:51
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But I do think the company would benefit from a product person at the top.
00:54:58
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That's not slander on my part against Tim Cook, but I think you can see that there are areas
00:55:05
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that the company has maybe struggled with a little bit because of that.
00:55:09
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I mean, anything like this, you know, over time there can be a desire or a benefit to
00:55:17
◼
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a bit of reinvention, kind of reprioritizing.
00:55:19
◼
►
Again, Mark does talk about the continued expectation that Tim Cook would essentially remain the company's
00:55:27
◼
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chief diplomat, even in this scenario.
00:55:29
◼
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And the company's made in Tim Cook's image now, right?
00:55:33
◼
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The company is not going to suddenly shrink back down in size or, you know, all these things
00:55:41
◼
►
that have happened in the last, what is it, 15 years almost?
00:55:44
◼
►
Like, Apple is what Apple is now.
00:55:48
◼
►
And Ternus is not inheriting the Steve Jobs Apple.
00:55:52
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He's inheriting the Tim Cook Apple.
00:55:53
◼
►
And whatever he does will build atop that, not a rose-colored version of the past.
00:55:59
◼
►
I mean, with that idea that they're going to keep Tim Cook around as, like, the diplomatic figure,
00:56:04
◼
►
like, how long can that really be sustainable?
00:56:11
◼
►
For how many administrations that was going to be like, oh, there's a new president, let's
00:56:15
◼
►
roll out grandpa and go to the White House.
00:56:18
◼
►
Like, is that...
00:56:18
◼
►
I mean, I think a 10-year period is feasible.
00:56:22
◼
►
Isn't he 65?
00:56:23
◼
►
I get, like, look, I get it.
00:56:27
◼
►
Your president's, like, 95.
00:56:29
◼
►
No, it's true.
00:56:31
◼
►
But, like, at some point, it also, it should also be the CEO's responsibility to handle these things.
00:56:39
◼
►
I agree, but I think those things, they need...
00:56:41
◼
►
If you're going to do them in the right way, you do them slowly, right?
00:56:45
◼
►
So, like, Turnus takes over, Tim Cook remains as, like, egg roll, whatever it is.
00:56:51
◼
►
And in that role, he is dealing with political figures.
00:56:54
◼
►
And after a while, Turnus starts coming too, right?
00:56:57
◼
►
And you start to build these long-term relationships, so then Tim can fully retire.
00:57:02
◼
►
Yeah, I think that considering Apple's size and scale and the delicateness of the way that they interact with governments around the world,
00:57:10
◼
►
I think it would be a bad move to just be, like...
00:57:14
◼
►
Especially when some of the countries that they're working in, there's not going to be a new president, right?
00:57:21
◼
►
Maybe there's one.
00:57:22
◼
►
No, I'm not making that joke, but, like, I'm looking at China, right?
00:57:27
◼
►
There's not going to be a new figure that is going to, in, like, two years' time or whatever, right?
00:57:33
◼
►
Like, that's not...
00:57:34
◼
►
So, there's long-term relationships that are beneficial.
00:57:37
◼
►
And so, building kind of Turnus as, like, an apprentice in that area, I can see the reason in doing that.
00:57:44
◼
►
And it's, like, because I'm reading Apple in China right now, it's fantastic, but what I'm getting from that book is it took Tim Cook a long time to learn it.
00:57:51
◼
►
And he had no one to guide him.
00:57:54
◼
►
And so, I'm sure that he is aware of the delicacy...
00:57:58
◼
►
Delicateness?
00:57:59
◼
►
Not delicate...
00:58:01
◼
►
I'm going to say delicacy.
00:58:02
◼
►
He's aware of the delicacy of trying to, like, establish those relationships, and that it might not be beneficial for him just to be like,
00:58:09
◼
►
Oh, Xi Jinping, I'm gone now.
00:58:11
◼
►
Here's the new guy.
00:58:13
◼
►
That's complicated.
00:58:16
◼
►
I have a question for both of you, and this is a serious question, so you can...
00:58:21
◼
►
I have an answer, so you can think about a serious answer if nothing jumps to their mind.
00:58:24
◼
►
What, is this a game?
00:58:25
◼
►
It's not a game.
00:58:27
◼
►
If you, you know, if something doesn't jump to mind immediately, I can say mine.
00:58:31
◼
►
You're put in charge of Apple.
00:58:34
◼
►
What is the first thing that you do to make an impact?
00:58:38
◼
►
To make an impact?
00:58:40
◼
►
To be like, to establish yourself as the CEO.
00:58:43
◼
►
So you're like, this is my time now, right?
00:58:47
◼
►
Like, what is the thing that you come in and say, I'm doing this?
00:58:51
◼
►
And it helps establish, like, what you want the company to look like.
00:58:55
◼
►
Discontinue the Mac Pro.
00:58:56
◼
►
That is a great one.
00:58:58
◼
►
I like that.
00:58:59
◼
►
Let's get that out of there.
00:59:00
◼
►
No one needs it.
00:59:01
◼
►
Steven, do you have something?
00:59:02
◼
►
I would return design to an SVP position.
00:59:06
◼
►
Oh, can I give a serious answer?
00:59:09
◼
►
Wait, what does that mean?
00:59:09
◼
►
So right now, design, industrial design and human interface design is a vice president position.
00:59:16
◼
►
Make it an SVP.
00:59:18
◼
►
Make them SVPs.
00:59:19
◼
►
So both of them are SVPs?
00:59:20
◼
►
You're not going to put, like, one person in charge of both?
00:59:23
◼
►
I think it's fine.
00:59:23
◼
►
They're separate.
00:59:24
◼
►
They are different things.
00:59:25
◼
►
If we've learned anything, they're different things.
00:59:27
◼
►
But elevating them to the level under the CEO says a lot about how Apple, like, thinks about design and values it.
00:59:36
◼
►
And I think that would be a big statement.
00:59:38
◼
►
Do you have one, Federico?
00:59:41
◼
►
Dual boot, macOS, and iPadOS on the iPad.
00:59:46
◼
►
Mine is sweeping changes to the App Store cut.
00:59:51
◼
►
Like, massive changes.
00:59:53
◼
►
It's, like, 10% and then, but disincentivizes in-app purchases in games in some way.
01:00:01
◼
►
So, like, not to make less of a cut there.
01:00:03
◼
►
But that's, I would be, like, huge changes.
01:00:05
◼
►
We're going to get rid of all this regulatory trouble.
01:00:09
◼
►
We're going to make it super fair.
01:00:11
◼
►
And that would be my thing.
01:00:13
◼
►
Just, like, let's just stop worrying about this for the amount of money that it would be in our balance sheet,
01:00:19
◼
►
which is small compared to everything else that we're doing.
01:00:23
◼
►
And let's just get rid of this Monopoly stuff.
01:00:25
◼
►
Let's just not, let's get this out of our lives so we can focus on other things.
01:00:28
◼
►
That would be my thing.
01:00:30
◼
►
Yeah, but that's why we'll never be in charge of Apple.
01:00:32
◼
►
These things feel too sane.
01:00:35
◼
►
And it suggests maybe we'll make less money.
01:00:38
◼
►
I think Stevens is the only one where they don't have to worry about the money.
01:00:43
◼
►
So, it's more likely that yours will happen.
01:00:45
◼
►
I mean, I'm sure SVP comes with a raise, but, you know, it's not.
01:00:48
◼
►
It's not, like, $200 million a year.
01:00:52
◼
►
We're saving, yeah, it's more than $200 million, I'm sure, if they got rid of the App Store thing.
01:00:57
◼
►
That is a good thing because he is inheriting a bunch of legal mess around the world.
01:01:04
◼
►
And so, they could do the App Store changes.
01:01:08
◼
►
They could open up things.
01:01:09
◼
►
Like, things that the EU has demanded open them up worldwide.
01:01:13
◼
►
The fact that the iOS version that some people get is, like, fundamentally different in the way that it interacts with things like smartwatches.
01:01:22
◼
►
Other people have.
01:01:23
◼
►
Like, that doesn't make any sense.
01:01:24
◼
►
Like, Apple should take those things and make them.
01:01:26
◼
►
Or that there are just, like, features in macOS that just aren't available in certain parts of the world.
01:01:31
◼
►
So, that's good.
01:01:34
◼
►
I think that's much more meaningful than, like, a product decision, although the product decisions are fun.
01:01:40
◼
►
The legal mess is clearly a big deal.
01:01:44
◼
►
I think that's it.
01:01:46
◼
►
John Ternis, if you want to come on the show, the invitation is open.
01:01:52
◼
►
You're welcome.
01:01:54
◼
►
We'll send you a Zoom link.
01:01:55
◼
►
You could just arrive whenever you like, but you don't even need to warn us.
01:01:59
◼
►
We'll just send you the Zoom link.
01:02:00
◼
►
You'd show up on any episode.
01:02:02
◼
►
That's right.
01:02:02
◼
►
If you want to find links to the stuff we spoke about this week, head on over to relay.fm slash connected slash 596.
01:02:10
◼
►
There's a couple other links in the show notes.
01:02:12
◼
►
You can leave feedback.
01:02:14
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That can be anonymous.
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You can tell us secrets.
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Or you can write us a poem.
01:02:18
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Or you can tell us about the difference between iPod Docs and iPad Docs.
01:02:23
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Whatever you want to do.
01:02:25
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You can also join and get Connected Pro, which is the longer, ad-free version of the show.
01:02:30
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►
We do it each and every week.
01:02:32
◼
►
This week, we spoke about our current storage situations, spring cleaning, our computer setups, that sort of thing.
01:02:38
◼
►
So you go check that out.
01:02:41
◼
►
You can find us online.
01:02:42
◼
►
Prince Flexi Federico is the editor-in-chief of MacStories.net.
01:02:47
◼
►
Related to that, they just updated their setups on the setup page.
01:02:50
◼
►
Go look at that.
01:02:51
◼
►
Your desk is very beautiful, Federico.
01:02:59
◼
►
He's the host of many shows here on Relay.
01:03:02
◼
►
You can check out his work at Cortex Brand and his blogging at TheEnthusiast.net.
01:03:06
◼
►
I've been your Attorney General Flexi.
01:03:10
◼
►
You can find my writing at 512pixels.net.
01:03:13
◼
►
I'd like to thank our sponsors this week, Century and Fundera.
01:03:17
◼
►
And until next week, guys, say goodbye.