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ATP

582: Can't Render, Fog It

 

00:00:00 ◼   ► Have either of you ever had an SD card go bad?

00:00:04 ◼   ► - Hmm, don't think so.

00:00:07 ◼   ► I think what happens, either the capacity becomes so low

00:00:11 ◼   ► that they become useless to you or you lose them.

00:00:13 ◼   ► I think those are the two failure modes for me.

00:00:15 ◼   ► - Fair.

00:00:16 ◼   ► - I actually had one go bad for I think the first time.

00:00:19 ◼   ► And it's a good one, it's like a SanDisk Extreme Pro,

00:00:22 ◼   ► you know, it's like one of the really good,

00:00:24 ◼   ► fairly expensive ones. (laughs)

00:00:27 ◼   ► And it actually went bad, like it's producing

00:00:29 ◼   ► write errors on any camera that tries to write to it.

00:00:32 ◼   ► I'm like shaken to my core, like I always heard

00:00:34 ◼   ► this was a possibility, but I've never seen it happen.

00:00:37 ◼   ► I'm questioning everything now.

00:00:39 ◼   ► Is the sky blue?

00:00:40 ◼   ► - I'm surprised it doesn't happen more often,

00:00:41 ◼   ► because they are so inexpensive in the grand scheme

00:00:44 ◼   ► of things in terms of how many bits they hold, right?

00:00:46 ◼   ► And they're small and flimsy and have those exposed contacts

00:00:49 ◼   ► but you know.

00:00:50 ◼   ► - I guess, yeah.

00:00:51 ◼   ► - I think the only failure I've had,

00:00:53 ◼   ► which JJ in the chat has said the same thing,

00:00:56 ◼   ► one where the plastic around the contacts broke

00:00:59 ◼   ► and then that made it like super dodgy to continue to use

00:01:02 ◼   ► 'cause it was super duper like structurally compromised.

00:01:05 ◼   ► I've had that happen, I don't think in terms of like

00:01:07 ◼   ► what you're talking about, Mark,

00:01:08 ◼   ► where it's just a read or write errors.

00:01:10 ◼   ► I can't recall that ever happening.

00:01:11 ◼   ► Although I will say that there is a special place in hell

00:01:15 ◼   ► for both the USB-A designers and the person who designed

00:01:19 ◼   ► the write protect switch on SD cards,

00:01:21 ◼   ► because I have only ever found one device in my entire life

00:01:26 ◼   ► that I think can actually, into which I can insert an SD card

00:01:30 ◼   ► without tripping that switch and that is my MacBook Pro.

00:01:33 ◼   ► Actually, so the M1 was the same way.

00:01:34 ◼   ► So the M1 and the M3 MacBook Pros,

00:01:36 ◼   ► I can successfully insert an SD card into that

00:01:39 ◼   ► without tripping the switch.

00:01:40 ◼   ► - That's because it sticks out

00:01:41 ◼   ► when you stick it in those, right?

00:01:43 ◼   ► Doesn't actually go.

00:01:44 ◼   ► - No, not the--

00:01:44 ◼   ► - The switch doesn't though,

00:01:45 ◼   ► 'cause the switch is near the front of the card.

00:01:48 ◼   ► - Right, exactly.

00:01:49 ◼   ► The card absolutely does,

00:01:50 ◼   ► but the switch does not like Marco said.

00:01:52 ◼   ► But I tell you what, every other frickin' device I've ever,

00:01:55 ◼   ► well, that's not fair, not the cameras in my life,

00:01:58 ◼   ► but the readers in my life, my beloved CalDigit TS4,

00:02:02 ◼   ► that, every single frickin' time I put one in,

00:02:04 ◼   ► it trips the thing.

00:02:05 ◼   ► Oh, it's off.

00:02:06 ◼   ► - I've never tripped that switch.

00:02:08 ◼   ► I even thought it was where the floppy disk one,

00:02:10 ◼   ► this just goes to show, that's why I said it sticks out.

00:02:11 ◼   ► I thought the switch was the other part.

00:02:12 ◼   ► I've never tripped it.

00:02:14 ◼   ► - Yeah, I don't think I ever have either.

00:02:15 ◼   ► - No, you are a unicorn.

00:02:17 ◼   ► - I do have a problem though with SD cards

00:02:19 ◼   ► where it's kind of like USB, micro-USB ports,

00:02:21 ◼   ► where I have to put it in three different times

00:02:23 ◼   ► to figure out which direction it goes.

00:02:24 ◼   ► - Oh, yeah, I have a mnemonic for my cameras

00:02:26 ◼   ► to remember which way the little notch goes,

00:02:28 ◼   ► you know, like this one side at the end.

00:02:30 ◼   ► 'Cause at least it is visually asymmetrical,

00:02:33 ◼   ► even though slot-wise, you can put it in both ways.

00:02:36 ◼   ► But yeah, that's annoying.

00:02:38 ◼   ► - We have some excellent news.

00:02:42 ◼   ► It is that time of year.

00:02:45 ◼   ► The ATP Store is back, baby.

00:02:47 ◼   ► It's WWDC time and it is back.

00:02:50 ◼   ► We've got all sorts of stuff.

00:02:51 ◼   ► We got old stuff, we got new stuff.

00:02:53 ◼   ► We got yellow stuff, we got blue stuff.

00:02:54 ◼   ► All sorts of different stuff that we can talk about.

00:02:56 ◼   ► Now, Jon, I'm happy to do a nickel tour,

00:02:58 ◼   ► but would you rather do it or you wanna just interject?

00:03:01 ◼   ► - Let me go through the store products.

00:03:02 ◼   ► So yeah, as Casey said, this is the WWDC sale,

00:03:05 ◼   ► which you may be thinking, it's April.

00:03:06 ◼   ► WWDC is not until June.

00:03:08 ◼   ► Well, you know, it takes a long time to have the sale

00:03:10 ◼   ► and then to take the orders and then to make the shirts.

00:03:12 ◼   ► And as always, we try to get products to people

00:03:16 ◼   ► in time to go to WWDC.

00:03:17 ◼   ► Now, so very few people get to go to WWDC

00:03:20 ◼   ► in person these days.

00:03:21 ◼   ► As it stands right now, none of us are gonna be there,

00:03:23 ◼   ► but we love to see photos of people from WWDC.

00:03:26 ◼   ► And if there's someone in that photo wearing one

00:03:28 ◼   ► of our shirts, that's just wonderful.

00:03:30 ◼   ► So if you order now, you may, may get your merchandise

00:03:34 ◼   ► in time to attend WWDC.

00:03:36 ◼   ► So we get it earlier and earlier every year.

00:03:40 ◼   ► Maybe it'll, we'll start doing it in January sometime.

00:03:43 ◼   ► Anyway, here are the products we have.

00:03:45 ◼   ► So our first new shirt is called ATP Windows.

00:03:48 ◼   ► No, not the Microsoft kind, the Me kind.

00:03:51 ◼   ► (laughing)

00:03:53 ◼   ► If you watched our recent member special

00:03:57 ◼   ► that had a video version where you got to see me try

00:04:01 ◼   ► to explain how I use Windows on my Mac,

00:04:03 ◼   ► we thought we'd have a shirt sort of in that theme.

00:04:06 ◼   ► I'm not sure the design entirely captures

00:04:10 ◼   ► the profound beauty that is my window management technique.

00:04:15 ◼   ► - All right, all right.

00:04:16 ◼   ► I think you're looking for a different word there.

00:04:18 ◼   ► Yeah.

00:04:19 ◼   ► - Yeah, I did my best.

00:04:20 ◼   ► It's got Windows on it anyway.

00:04:22 ◼   ► So we have this shirt in two different versions.

00:04:25 ◼   ► One has the full color ATP logo on it

00:04:28 ◼   ► and it also has color window widgets.

00:04:31 ◼   ► And the other one, I guess, is the graphite mode

00:04:33 ◼   ► where it is monochrome and a little bit,

00:04:34 ◼   ► a little bit cheaper and everything is a single color,

00:04:37 ◼   ► I think, so okay, it's been Windows and ATP,

00:04:38 ◼   ► Windows monochrome.

00:04:39 ◼   ► - And it is, by the way, it's amazing.

00:04:41 ◼   ► Like when we do shirts with colors, like we,

00:04:46 ◼   ► when you, when you make shirts, when you, when they're,

00:04:48 ◼   ► when they're being screen printed,

00:04:49 ◼   ► you generally pay per color.

00:04:51 ◼   ► And so every additional color you have on a shirt,

00:04:53 ◼   ► either the price goes up or your profit goes down or both.

00:04:58 ◼   ► And so, and, but we don't want to make, you know,

00:05:00 ◼   ► a crappy shirt and our logo happens to be a rainbow.

00:05:03 ◼   ► - Not great planning on our part.

00:05:05 ◼   ► - We get killed on shirt costs.

00:05:07 ◼   ► - Yeah, we do.

00:05:08 ◼   ► - And the funny thing about the Windows shirt is like,

00:05:11 ◼   ► yeah, even if we gave it a monochrome logo,

00:05:12 ◼   ► you have to have those traffic light colors

00:05:15 ◼   ► in the window widgets to make it look right.

00:05:16 ◼   ► So yes, we do have a monochrome version of the shirt,

00:05:19 ◼   ► but the color version looks so much better

00:05:21 ◼   ► and there's a reason why it's going to be more expensive.

00:05:23 ◼   ► - Yep, so same as it ever was.

00:05:25 ◼   ► Although for both of these shirts,

00:05:27 ◼   ► something is true that's true of the other products as well.

00:05:29 ◼   ► We are trying to offer a large variety of things.

00:05:33 ◼   ► We keep saying shirts and yes, you can buy a t-shirt,

00:05:35 ◼   ► but now you can buy a long sleeve t-shirt

00:05:37 ◼   ► if you don't want a short sleeve one and a sweatshirt.

00:05:41 ◼   ► And in some cases, a tank top.

00:05:43 ◼   ► So just because just you're thinking,

00:05:45 ◼   ► no, I don't want a t-shirt,

00:05:46 ◼   ► I already have a bunch of t-shirts,

00:05:47 ◼   ► maybe you want a long sleeve one,

00:05:49 ◼   ► maybe you want a sweatshirt for the warmer weather,

00:05:51 ◼   ► maybe you want a tank top for the hot summer weather.

00:05:53 ◼   ► So take a look.

00:05:54 ◼   ► So the HP Windows one comes in mostly dark colors

00:05:57 ◼   ► to fit with the multicolor logo

00:05:58 ◼   ► because the multicolor logo clashes

00:06:00 ◼   ► with lots of different shirt colors.

00:06:01 ◼   ► And then the monochrome one comes in a huge variety of colors

00:06:03 ◼   ► because it's just white ink

00:06:04 ◼   ► and then it has all sorts of different shirt colors.

00:06:06 ◼   ► The second new shirt we have this year

00:06:09 ◼   ► is inspired by Marco's nostalgic eBay hunting

00:06:12 ◼   ► for palm devices.

00:06:15 ◼   ► And it is the ATP graffiti shirt.

00:06:17 ◼   ► It is the ATP logo written

00:06:19 ◼   ► in Palm's graffiti handwriting system.

00:06:21 ◼   ► In particular, the little like instruction sheet

00:06:24 ◼   ► they would give you to teach you how to use graffiti

00:06:27 ◼   ► for younger people who don't know it was a way of writing

00:06:29 ◼   ► with a stylus on a little writing area.

00:06:32 ◼   ► And you would draw characters that look mostly like,

00:06:35 ◼   ► you know, the Roman alphabet,

00:06:37 ◼   ► but a little bit modified so that the computer

00:06:39 ◼   ► had an easier time telling what the characters are.

00:06:42 ◼   ► - Yeah, in particular,

00:06:42 ◼   ► every character was exactly one stroke.

00:06:45 ◼   ► So like every time the pen went down

00:06:47 ◼   ► and then moved around and then went up,

00:06:49 ◼   ► that was one character.

00:06:49 ◼   ► So that made it with the hardware at the time,

00:06:51 ◼   ► that made it much, much easier for the, you know,

00:06:54 ◼   ► basic computers of that time to recognize individual letters

00:06:57 ◼   ► as opposed to what the Newton tried to do,

00:06:59 ◼   ► which was write however you wanna write

00:07:01 ◼   ► and we'll try to figure it out and we won't be able to.

00:07:03 ◼   ► So that's one of the reasons why Palm like really succeeded

00:07:07 ◼   ► and took off is that they forced the user

00:07:09 ◼   ► to adopt a different style of writing

00:07:12 ◼   ► in exchange for it working really well.

00:07:14 ◼   ► - Yeah, and the way they would tell you

00:07:16 ◼   ► in the little instruction guide thing

00:07:17 ◼   ► is they would have like a little dot

00:07:19 ◼   ► where you're supposed to put your pen down

00:07:21 ◼   ► or put your stylus down

00:07:22 ◼   ► and then you'd see where the stroke goes.

00:07:23 ◼   ► So in the shirt, you'll see lines

00:07:25 ◼   ► with a little like lollipop circle.

00:07:27 ◼   ► That's where you're supposed to start the line

00:07:29 ◼   ► and then you ended where the line ends

00:07:30 ◼   ► 'cause they're all one stroke.

00:07:32 ◼   ► One of the most fun characters I always thought

00:07:33 ◼   ► was the way they had you do a T, as you can imagine.

00:07:36 ◼   ► If you try to do a T without lifting your stylus,

00:07:38 ◼   ► how are you gonna do that?

00:07:39 ◼   ► It was basically like a rotated L and that's great.

00:07:42 ◼   ► It's in our logo.

00:07:43 ◼   ► So we've got our little slashes

00:07:45 ◼   ► that representing the rainbow stripes

00:07:46 ◼   ► and we've got ATP.

00:07:47 ◼   ► So it's the ATP graffiti shirt/long sleeve shirt/sweat shirt/tank top.

00:07:52 ◼   ► - By the way, so excluding symbols,

00:07:54 ◼   ► what are your favorite graffiti characters?

00:07:55 ◼   ► For me, it's gotta be probably a tie

00:07:58 ◼   ► between the four and the K.

00:08:00 ◼   ► - Oh golly, I don't even remember.

00:08:01 ◼   ► The K was very good.

00:08:03 ◼   ► I'm looking at the alphabet now.

00:08:05 ◼   ► - Yeah, so the four, you just do like,

00:08:07 ◼   ► you know, like the way little kids write a four

00:08:08 ◼   ► where it has an open top,

00:08:09 ◼   ► you do like the little like down to the right

00:08:12 ◼   ► and then a big line down.

00:08:14 ◼   ► You just skip the big line down.

00:08:15 ◼   ► So it just like, it looks almost like the opposite

00:08:17 ◼   ► of the enter character on a keyboard.

00:08:19 ◼   ► It's just like an arrow going down to the right

00:08:21 ◼   ► and that's it.

00:08:22 ◼   ► And then the K is, it's as if you're drawing

00:08:25 ◼   ► a capital letter K without the big straight stick down.

00:08:29 ◼   ► So you skip the straight sticks down

00:08:30 ◼   ► and you just do a big whoop loopy thing

00:08:32 ◼   ► on the other side.

00:08:33 ◼   ► - Yeah, might be my two favorites, all right.

00:08:34 ◼   ► Well, I would pick A and T, surprisingly.

00:08:36 ◼   ► I like the upside down V for the A.

00:08:38 ◼   ► I like the T is like a rotated L

00:08:40 ◼   ► and I would probably also pick K 'cause that's a fun one.

00:08:42 ◼   ► - When Palm Devices came out, before I had one

00:08:45 ◼   ► and I was just like learning about them, researching them,

00:08:48 ◼   ► I thought this was the coolest thing in the world.

00:08:50 ◼   ► I would like, I would write handwritten notes in graffiti

00:08:54 ◼   ► just because I thought it looked,

00:08:56 ◼   ► it looked like the future, like it looked so cool.

00:08:59 ◼   ► - No, the new one was the future.

00:09:00 ◼   ► I remember the first time I think I told a story.

00:09:02 ◼   ► - I don't think that played out, John.

00:09:03 ◼   ► I don't think that worked out that way.

00:09:05 ◼   ► - The company that made it actually did pretty well

00:09:06 ◼   ► in handhelds. (laughing)

00:09:08 ◼   ► - Yeah, but it had nothing to do with the Newton.

00:09:10 ◼   ► - Pretty sure they killed it pretty quickly

00:09:11 ◼   ► once the new leader came in who made the company succeed.

00:09:14 ◼   ► - The spirit of the Newton lives on.

00:09:15 ◼   ► When I first saw Newton in like a computer store

00:09:18 ◼   ► for the first time and I picked it up

00:09:20 ◼   ► because I'd seen, like I'd seen,

00:09:21 ◼   ► I'd read in Apple magazines about the Newton

00:09:24 ◼   ► and I saw it in real life

00:09:25 ◼   ► and probably in a college computer store

00:09:28 ◼   ► when I was going on college tours for my sister.

00:09:30 ◼   ► And so I immediately picked it up, took the pen

00:09:33 ◼   ► and I wrote like, I don't know about it, right?

00:09:35 ◼   ► It might've been "Hello World" but probably not.

00:09:36 ◼   ► I wrote something but I wrote it in cursive.

00:09:40 ◼   ► Like, you know, 'cause I knew how to write cursive then

00:09:42 ◼   ► and it translated it perfectly.

00:09:44 ◼   ► I'm like, this machine is magic.

00:09:46 ◼   ► And then, you know, it more or less never did that again.

00:09:48 ◼   ► But the first impression was like how,

00:09:50 ◼   ► I mean, think of this, like in the pre-Palm days,

00:09:54 ◼   ► you had this device that was in your hand

00:09:56 ◼   ► and you could write cursive

00:09:57 ◼   ► and it would figure out what you wrote

00:09:58 ◼   ► in my cursive handwriting.

00:10:00 ◼   ► It was amazing.

00:10:01 ◼   ► I still have a couple of old ones in the attic, but yeah.

00:10:03 ◼   ► Before it's time.

00:10:04 ◼   ► - Of course you do.

00:10:05 ◼   ► All right, next product is,

00:10:07 ◼   ► these are all blasts from the past now.

00:10:09 ◼   ► The ATP Performance shirt, which we had on sale ages ago.

00:10:12 ◼   ► It is, well, Casey, you describe this one

00:10:14 ◼   ► 'cause this is your baby.

00:10:15 ◼   ► - Yeah, so it's in the spirit of Under Armour.

00:10:17 ◼   ► If memory serves, it's the Nike equivalent of Under Armour

00:10:20 ◼   ► but this is the sort of thing where if you have it on,

00:10:22 ◼   ► first of all, it's fairly lightweight.

00:10:24 ◼   ► - It's Adidas by the way.

00:10:25 ◼   ► - Oh, sorry.

00:10:26 ◼   ► I thought it was Nike, but you're probably right.

00:10:27 ◼   ► No, you know, the Polos are Nike.

00:10:29 ◼   ► That's what I'm thinking of.

00:10:29 ◼   ► It is Adidas, you're right.

00:10:30 ◼   ► Anyways, one way or another,

00:10:32 ◼   ► when you get super duper sweaty,

00:10:33 ◼   ► if you're working out or whatever,

00:10:35 ◼   ► or you're just listening to our dulcet tones,

00:10:37 ◼   ► one way or another, if you get super sweaty,

00:10:38 ◼   ► if you try to yank this shirt off of you,

00:10:40 ◼   ► unlike a cotton shirt or whatever,

00:10:42 ◼   ► it won't just say, stay suction cup to your body.

00:10:46 ◼   ► 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.

00:16:31 ◼   ► - Indeed.

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.

00:19:20 ◼   ► (laughing)

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.

00:19:28 ◼   ► (laughing)

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.

00:24:21 ◼   ► - Indeed.

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.

00:24:50 ◼   ► It is.

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.

00:27:56 ◼   ► It's not.

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?

00:28:47 ◼   ► The header.

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.

00:30:14 ◼   ► - Amazing.

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.

00:43:41 ◼   ► (laughing)

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)

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00:50:21 ◼   ► (upbeat music)

00:50:24 ◼   ► - I had a very interesting week over the last week.

00:50:27 ◼   ► Everything's fine.

00:50:28 ◼   ► (laughing)

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.

01:07:14 ◼   ► (laughing)

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.

01:16:40 ◼   ► (laughing)

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.

01:24:29 ◼   ► Be patient.

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.

01:26:19 ◼   ► What is it?

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 ◼   ► one of the world's largest AIO T and startup shows

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01:30:07 ◼   ► (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,

01:34:08 ◼   ► the better.

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?

01:42:15 ◼   ► (laughing)

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.

01:45:16 ◼   ► It was GM.

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?

01:45:53 ◼   ► - Yeah.

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 ◼   ► Right?

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.

01:56:17 ◼   ► (laughing)

01:56:19 ◼   ► - Come on.

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.

01:57:46 ◼   ► - Mm-hmm.

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.

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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.

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02:14:34 ◼   ► Thank you so much and we will talk to you next week.

02:14:37 ◼   ► ♪ Now the show is over ♪

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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.

02:28:00 ◼   ► (laughing)

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)