00:00:00 ◼ ► so you get your wbez ticket you know me yeah i dont i dont i dont need to take [<a href="https://overcast.fm/+BtuzaztKM/0">TS</a>]
00:00:08 ◼ ► it take it you're not going about that I was only event that was pretty amazing I [<a href="https://overcast.fm/+BtuzaztKM/8">TS</a>]
00:00:15 ◼ ► mean we have his medical back to see what the Jodi predictions were from last [<a href="https://overcast.fm/+BtuzaztKM/15">TS</a>]
00:00:20 ◼ ► year to see if they were actually beaten right like as everybody was sort of [<a href="https://overcast.fm/+BtuzaztKM/20">TS</a>]
00:00:27 ◼ ► looking at this late exponential when you quit sold out [<a href="https://overcast.fm/+BtuzaztKM/27">TS</a>]
00:00:30 ◼ ► never having sold out to selling out in I don't know why I actually of those [<a href="https://overcast.fm/+BtuzaztKM/30">TS</a>]
00:00:37 ◼ ► written down on you look it up in the mobile sound smart it was up through [<a href="https://overcast.fm/+BtuzaztKM/37">TS</a>]
00:00:44 ◼ ► 2008 never sold out in 2008 was the first sellout [<a href="https://overcast.fm/+BtuzaztKM/44">TS</a>]
00:00:48 ◼ ► was announced March 13th sold out two months later the 14th of May 2009 was [<a href="https://overcast.fm/+BtuzaztKM/48">TS</a>]
00:00:56 ◼ ► the 26th of March they announced it and it's sold out one month 28th of April 12 [<a href="https://overcast.fm/+BtuzaztKM/56">TS</a>]
00:01:01 ◼ ► months 1 month the next year was about a week [<a href="https://overcast.fm/+BtuzaztKM/61">TS</a>]
00:01:06 ◼ ► 28th of April 26 to May 2010 and 2011 is when it started getting not announced in [<a href="https://overcast.fm/+BtuzaztKM/66">TS</a>]
00:01:15 ◼ ► 128 the March sold out 12 hours later than last year two hours two hours two [<a href="https://overcast.fm/+BtuzaztKM/75">TS</a>]
00:01:26 ◼ ► hours yesterday it's all down half a second I was predicting a total nerd [<a href="https://overcast.fm/+BtuzaztKM/86">TS</a>]
00:01:35 ◼ ► shit show I thought that they'd flip a switch at 1 p.m. Pacific and say we're [<a href="https://overcast.fm/+BtuzaztKM/95">TS</a>]
00:01:40 ◼ ► starting to take tickets and then I thought everything was just the entire [<a href="https://overcast.fm/+BtuzaztKM/100">TS</a>]
00:01:44 ◼ ► internet would collapse on itself and wasn't quite like that I i didnt know I [<a href="https://overcast.fm/+BtuzaztKM/104">TS</a>]
00:01:51 ◼ ► i I did security and I wasn't you didn't know no secret system I just 11 p.m. my [<a href="https://overcast.fm/+BtuzaztKM/111">TS</a>]
00:02:02 ◼ ► reloaded the page and then it still said you know night or whatever the things [<a href="https://overcast.fm/+BtuzaztKM/122">TS</a>]
00:02:08 ◼ ► said and I hit reload again and it was a little button showed up that said sign [<a href="https://overcast.fm/+BtuzaztKM/128">TS</a>]
00:02:14 ◼ ► in sign in and it auto filled my ADC credentials should continue and there [<a href="https://overcast.fm/+BtuzaztKM/134">TS</a>]
00:02:22 ◼ ► was something else and it said continue and then it's now time to pay and it [<a href="https://overcast.fm/+BtuzaztKM/142">TS</a>]
00:02:26 ◼ ► auto filled my eyes sorry auto filled my have different to different we call [<a href="https://overcast.fm/+BtuzaztKM/146">TS</a>]
00:02:34 ◼ ► Apple I D has my payment information in it [<a href="https://overcast.fm/+BtuzaztKM/154">TS</a>]
00:02:39 ◼ ► pre-filled in my credit card all I had to do is type the secret four-digit code [<a href="https://overcast.fm/+BtuzaztKM/159">TS</a>]
00:02:43 ◼ ► he continued and then it said thank you you've purchased the WBC ticket and I [<a href="https://overcast.fm/+BtuzaztKM/163">TS</a>]
00:02:51 ◼ ► was like wow that was really easy and the meantime overnight when I am when [<a href="https://overcast.fm/+BtuzaztKM/171">TS</a>]
00:02:56 ◼ ► the couple of rope in pocket fascist was like sold out and I just thought he was [<a href="https://overcast.fm/+BtuzaztKM/176">TS</a>]
00:03:02 ◼ ► joking about and I dunno I just presumed there because it was like four clicks [<a href="https://overcast.fm/+BtuzaztKM/182">TS</a>]
00:03:10 ◼ ► and I credit card confirmation number for me that it was the same way for [<a href="https://overcast.fm/+BtuzaztKM/190">TS</a>]
00:03:14 ◼ ► everybody but apparently not get where they go from here I don't know how do I [<a href="https://overcast.fm/+BtuzaztKM/194">TS</a>]
00:03:21 ◼ ► really don't think it's you know I don't know what you know I guess this is [<a href="https://overcast.fm/+BtuzaztKM/201">TS</a>]
00:03:26 ◼ ► better I think this is better than than last year [<a href="https://overcast.fm/+BtuzaztKM/206">TS</a>]
00:03:30 ◼ ► you know where if they start selling at the moment they announced it somebody [<a href="https://overcast.fm/+BtuzaztKM/210">TS</a>]
00:03:34 ◼ ► somewhere around the world it's the middle of the night in their sleep and [<a href="https://overcast.fm/+BtuzaztKM/214">TS</a>]
00:03:38 ◼ ► it's you know it's too late so keep asking for a lottery system people keep [<a href="https://overcast.fm/+BtuzaztKM/218">TS</a>]
00:03:44 ◼ ► asking for a lottery system yeah I feel kind of feel like what they did [<a href="https://overcast.fm/+BtuzaztKM/224">TS</a>]
00:03:49 ◼ ► yesterday was a defacto lottery well that's what i was wondering what I was [<a href="https://overcast.fm/+BtuzaztKM/229">TS</a>]
00:03:53 ◼ ► thinking too you know I don't know how else I don't know how else they could [<a href="https://overcast.fm/+BtuzaztKM/233">TS</a>]
00:03:56 ◼ ► make it more luck based on a random [<a href="https://overcast.fm/+BtuzaztKM/236">TS</a>]
00:03:59 ◼ ► everybody show up at a certain time and whoever gets there first gets in first [<a href="https://overcast.fm/+BtuzaztKM/239">TS</a>]
00:04:05 ◼ ► and it's it's it's like that it is obviously more need than there is room [<a href="https://overcast.fm/+BtuzaztKM/245">TS</a>]
00:04:14 ◼ ► but the problem is capacity and mostly it's an issue [<a href="https://overcast.fm/+BtuzaztKM/254">TS</a>]
00:04:19 ◼ ► capacity of Apple resources right right it's a couple of things like you know [<a href="https://overcast.fm/+BtuzaztKM/259">TS</a>]
00:04:23 ◼ ► they could they could rent the bigger parts of Moscone north or south of [<a href="https://overcast.fm/+BtuzaztKM/263">TS</a>]
00:04:28 ◼ ► something like that and have more room but that doesn't get them that much [<a href="https://overcast.fm/+BtuzaztKM/268">TS</a>]
00:04:33 ◼ ► further I don't think and they can't really like when I think I lots and lots [<a href="https://overcast.fm/+BtuzaztKM/273">TS</a>]
00:04:37 ◼ ► of people suggest is why don't they just split off Mac and iOS I think two [<a href="https://overcast.fm/+BtuzaztKM/277">TS</a>]
00:04:43 ◼ ► problems with that is the biggest problem is they can't do to what they [<a href="https://overcast.fm/+BtuzaztKM/283">TS</a>]
00:04:47 ◼ ► could do two weeks they can do whatever they want but every week of WBC is a [<a href="https://overcast.fm/+BtuzaztKM/287">TS</a>]
00:04:50 ◼ ► week where Apple's engineering effectively shuts down the actual the [<a href="https://overcast.fm/+BtuzaztKM/290">TS</a>]
00:04:54 ◼ ► actual people making Apple products released the software are there wEDC [<a href="https://overcast.fm/+BtuzaztKM/294">TS</a>]
00:05:00 ◼ ► doing these presentations and stuff and to do it for two weeks would be you know [<a href="https://overcast.fm/+BtuzaztKM/300">TS</a>]
00:05:07 ◼ ► an additional drain on Apple actually working on their products and stuff like [<a href="https://overcast.fm/+BtuzaztKM/307">TS</a>]
00:05:12 ◼ ► that I think the other problem with that is that iOS so dwarfs Mac OS 10 even [<a href="https://overcast.fm/+BtuzaztKM/312">TS</a>]
00:05:17 ◼ ► know that Pakistan has never been as popular as it is you know developer [<a href="https://overcast.fm/+BtuzaztKM/317">TS</a>]
00:05:21 ◼ ► platform I just don't think it makes a big difference I think that if some of [<a href="https://overcast.fm/+BtuzaztKM/321">TS</a>]
00:05:26 ◼ ► the resources of the same the board the way they could split it might make it a [<a href="https://overcast.fm/+BtuzaztKM/326">TS</a>]
00:05:30 ◼ ► little bit more double capacity would be if they split off games as a separate [<a href="https://overcast.fm/+BtuzaztKM/330">TS</a>]
00:05:36 ◼ ► conference like I think if there's one group that couldn't be half but one [<a href="https://overcast.fm/+BtuzaztKM/336">TS</a>]
00:05:46 ◼ ► group that would split off the most people who are interested in something [<a href="https://overcast.fm/+BtuzaztKM/346">TS</a>]
00:05:49 ◼ ► else specific that could sort of its own conference would be like iOS gaming [<a href="https://overcast.fm/+BtuzaztKM/349">TS</a>]
00:05:58 ◼ ► I mean it seems like some people are trying to fill the gap at Apple can't [<a href="https://overcast.fm/+BtuzaztKM/358">TS</a>]
00:06:04 ◼ ► fill by creating side conferences and even trying to run them during the same [<a href="https://overcast.fm/+BtuzaztKM/364">TS</a>]
00:06:08 ◼ ► week which i think is kind of clever yeah it is kind of interesting because [<a href="https://overcast.fm/+BtuzaztKM/368">TS</a>]
00:06:12 ◼ ► one thing too about to be the BBC I mean even know itself sold out instantly and [<a href="https://overcast.fm/+BtuzaztKM/372">TS</a>]
00:06:16 ◼ ► it's as big as Apple can make in moscow me west it's not that big of a [<a href="https://overcast.fm/+BtuzaztKM/376">TS</a>]
00:06:20 ◼ ► conference by moscow knees standards you know compared to you know I don't even [<a href="https://overcast.fm/+BtuzaztKM/380">TS</a>]
00:06:27 ◼ ► know if Apple's made this official but everybody just passes the number around [<a href="https://overcast.fm/+BtuzaztKM/387">TS</a>]
00:06:30 ◼ ► its captain about 5,000 people and I know that that's about right [<a href="https://overcast.fm/+BtuzaztKM/390">TS</a>]
00:06:35 ◼ ► it somewhere around four or five thousand attendees at WWDC but like I [<a href="https://overcast.fm/+BtuzaztKM/395">TS</a>]
00:06:40 ◼ ► know that the JavaOne conference that son used to run against Oracle runs now [<a href="https://overcast.fm/+BtuzaztKM/400">TS</a>]
00:06:45 ◼ ► I think it's over 20,000 attendees you know it's almost more like a convention [<a href="https://overcast.fm/+BtuzaztKM/405">TS</a>]
00:06:49 ◼ ► you know like a trade show type thing too and there's a couple of other trade [<a href="https://overcast.fm/+BtuzaztKM/409">TS</a>]
00:06:53 ◼ ► shows and I know that that there's a GDC conference the game developer conference [<a href="https://overcast.fm/+BtuzaztKM/413">TS</a>]
00:06:57 ◼ ► that's huge because it used to be [<a href="https://overcast.fm/+BtuzaztKM/417">TS</a>]
00:07:01 ◼ ► tickets in March or something like that or February in last couple of years [<a href="https://overcast.fm/+BtuzaztKM/421">TS</a>]
00:07:04 ◼ ► coincided with when Apple was having introduction events for new iPads and so [<a href="https://overcast.fm/+BtuzaztKM/424">TS</a>]
00:07:13 ◼ ► I was out in San Francisco for the event and I it was hard to get a hotel room [<a href="https://overcast.fm/+BtuzaztKM/433">TS</a>]
00:07:17 ◼ ► and I'm totally unfamiliar with that usually like for like macworld and for [<a href="https://overcast.fm/+BtuzaztKM/437">TS</a>]
00:07:23 ◼ ► WBC it's not that hard to get a hotel room there's tons of hotels around Las [<a href="https://overcast.fm/+BtuzaztKM/443">TS</a>]
00:07:27 ◼ ► going but like GDC is so big that it actually like fills up the hotel's you [<a href="https://overcast.fm/+BtuzaztKM/447">TS</a>]
00:07:32 ◼ ► can get a room so WBC is not like that at all so there is room for you know [<a href="https://overcast.fm/+BtuzaztKM/452">TS</a>]
00:07:38 ◼ ► yeah and seems to be a part of the the great thing about WBC is getting [<a href="https://overcast.fm/+BtuzaztKM/458">TS</a>]
00:07:45 ◼ ► personal contact with the Apple developers right absolutely getting it [<a href="https://overcast.fm/+BtuzaztKM/465">TS</a>]
00:07:49 ◼ ► in the sessions are part of the point but also part of the point is being able [<a href="https://overcast.fm/+BtuzaztKM/469">TS</a>]
00:07:53 ◼ ► to go up to the guy or woman after the session and say I got this particular [<a href="https://overcast.fm/+BtuzaztKM/473">TS</a>]
00:07:57 ◼ ► problem and you know I don't have a solid and they give you a clue as to [<a href="https://overcast.fm/+BtuzaztKM/477">TS</a>]
00:08:02 ◼ ► maybe they will sometimes and sometimes you can get them to say something to you [<a href="https://overcast.fm/+BtuzaztKM/482">TS</a>]
00:08:11 ◼ ► would not put in writing an Email rate you know something and you might feel [<a href="https://overcast.fm/+BtuzaztKM/491">TS</a>]
00:08:18 ◼ ► they're not going to sit there are four would get them in trouble but there are [<a href="https://overcast.fm/+BtuzaztKM/498">TS</a>]
00:08:27 ◼ ► also a host of good Apple developers who are not working apple and it seems like [<a href="https://overcast.fm/+BtuzaztKM/507">TS</a>]
00:08:35 ◼ ► a lot of people can benefit from going to something else that might be less [<a href="https://overcast.fm/+BtuzaztKM/515">TS</a>]
00:08:40 ◼ ► expensive and you can actually give it to ya I wonder as I wander if these [<a href="https://overcast.fm/+BtuzaztKM/520">TS</a>]
00:08:45 ◼ ► alternative things I know there's a coke on that I think they're trying to get up [<a href="https://overcast.fm/+BtuzaztKM/525">TS</a>]
00:08:50 ◼ ► cocom fault or something like that and yeah all WWDC yeah which I guess they [<a href="https://overcast.fm/+BtuzaztKM/530">TS</a>]
00:09:01 ◼ ► get away with by the fact that they're not charging yeah that's kind of concern [<a href="https://overcast.fm/+BtuzaztKM/541">TS</a>]
00:09:10 ◼ ► some jack-booted Apple folks come into the middle shut the whole thing down [<a href="https://overcast.fm/+BtuzaztKM/550">TS</a>]
00:09:19 ◼ ► fraud March everybody out so the other big thing this week and it does seem now [<a href="https://overcast.fm/+BtuzaztKM/559">TS</a>]
00:09:29 ◼ ► I gets caught two times in a row I call a pattern is two times in a row they've [<a href="https://overcast.fm/+BtuzaztKM/569">TS</a>]
00:09:34 ◼ ► announced WWDC the day after Apple's second quarter earnings come out and I [<a href="https://overcast.fm/+BtuzaztKM/574">TS</a>]
00:09:40 ◼ ► think I don't know that it's quite the plan like they knew all along I think [<a href="https://overcast.fm/+BtuzaztKM/580">TS</a>]
00:09:45 ◼ ► that it's that they don't announce to be the BDC because they're not a hundred [<a href="https://overcast.fm/+BtuzaztKM/585">TS</a>]
00:09:48 ◼ ► percent sure they're going to be ready and they want to wait till they're a [<a href="https://overcast.fm/+BtuzaztKM/588">TS</a>]
00:09:52 ◼ ► hundred percent sure that you know they're gonna have no new versions of [<a href="https://overcast.fm/+BtuzaztKM/592">TS</a>]
00:09:55 ◼ ► iOS ready to show for developers and stuff and then by the time they're ready [<a href="https://overcast.fm/+BtuzaztKM/595">TS</a>]
00:09:59 ◼ ► if it's close enough to their earnings date then there in that quiet period and [<a href="https://overcast.fm/+BtuzaztKM/599">TS</a>]
00:10:04 ◼ ► I feel like you know they just figured we might as well wait till it's over I [<a href="https://overcast.fm/+BtuzaztKM/604">TS</a>]
00:10:08 ◼ ► hope quiet period thing I don't understand it seems like it's like it's [<a href="https://overcast.fm/+BtuzaztKM/608">TS</a>]
00:10:12 ◼ ► sort of Michelle Lee defined to understand then yes I understand the [<a href="https://overcast.fm/+BtuzaztKM/612">TS</a>]
00:10:17 ◼ ► principle but i don't understood I don't know if there is anything that's set in [<a href="https://overcast.fm/+BtuzaztKM/617">TS</a>]
00:10:21 ◼ ► stone as to how far in advance they can talk [<a href="https://overcast.fm/+BtuzaztKM/621">TS</a>]
00:10:24 ◼ ► talk and those earnings when god what a shitshow this is one of those things and [<a href="https://overcast.fm/+BtuzaztKM/624">TS</a>]
00:10:32 ◼ ► is one of his I want to have you show this week has its I feel like it's [<a href="https://overcast.fm/+BtuzaztKM/632">TS</a>]
00:10:35 ◼ ► become the second thing that people there's a good contingent of people and [<a href="https://overcast.fm/+BtuzaztKM/635">TS</a>]
00:10:39 ◼ ► I realized I truly believe that they're annoyed but the one thing that often [<a href="https://overcast.fm/+BtuzaztKM/639">TS</a>]
00:10:44 ◼ ► comes up is there's a contingent of people who don't like it when people [<a href="https://overcast.fm/+BtuzaztKM/644">TS</a>]
00:10:50 ◼ ► linked to stupid articles and point out specifically how stupid that they are [<a href="https://overcast.fm/+BtuzaztKM/650">TS</a>]
00:10:56 ◼ ► because we're quote-unquote feeding the trolls and we're giving them exactly [<a href="https://overcast.fm/+BtuzaztKM/656">TS</a>]
00:10:59 ◼ ► what they want which is page views in making Rob Enderle Hilty staff and i'd [<a href="https://overcast.fm/+BtuzaztKM/659">TS</a>]
00:11:10 ◼ ► kind of understand the principle there but I did you know and I i try not to [<a href="https://overcast.fm/+BtuzaztKM/670">TS</a>]
00:11:16 ◼ ► link to stupid people who are security but somebody write some really stupid [<a href="https://overcast.fm/+BtuzaztKM/676">TS</a>]
00:11:21 ◼ ► like let's say forbes' or something like that [<a href="https://overcast.fm/+BtuzaztKM/681">TS</a>]
00:11:24 ◼ ► like I feel like if you can point out how stupid it is there's a there's a [<a href="https://overcast.fm/+BtuzaztKM/684">TS</a>]
00:11:28 ◼ ► point to it right because I mean I know forbes has always been sort of the [<a href="https://overcast.fm/+BtuzaztKM/688">TS</a>]
00:11:33 ◼ ► serious financial publications but it still it's it's relatively well [<a href="https://overcast.fm/+BtuzaztKM/693">TS</a>]
00:11:37 ◼ ► respected and some cards right and you think that they would know better and [<a href="https://overcast.fm/+BtuzaztKM/697">TS</a>]
00:11:45 ◼ ► the other thing that people are starting to complain about is why does everybody [<a href="https://overcast.fm/+BtuzaztKM/705">TS</a>]
00:11:48 ◼ ► right about Apple's finances who cares about the finances in the stock price [<a href="https://overcast.fm/+BtuzaztKM/708">TS</a>]
00:11:52 ◼ ► just you know we want to read about the products and what they're doing and [<a href="https://overcast.fm/+BtuzaztKM/712">TS</a>]
00:11:57 ◼ ► stuff like that and I understand that too but I kind of feel like it's such an [<a href="https://overcast.fm/+BtuzaztKM/717">TS</a>]
00:12:02 ◼ ► absurd story that it demands attention it's just it's a bizarre story like if [<a href="https://overcast.fm/+BtuzaztKM/722">TS</a>]
00:12:12 ◼ ► their stock prices were what i think is even vaguely aligned with how well [<a href="https://overcast.fm/+BtuzaztKM/732">TS</a>]
00:12:20 ◼ ► they're doing well then I wouldn't be writing about it right and there was a [<a href="https://overcast.fm/+BtuzaztKM/740">TS</a>]
00:12:22 ◼ ► time when I think it was four years where it was loosely sane and I didn't [<a href="https://overcast.fm/+BtuzaztKM/742">TS</a>]
00:12:28 ◼ ► write about it I feel like what makes it interesting is how insane it yeah [<a href="https://overcast.fm/+BtuzaztKM/748">TS</a>]
00:12:34 ◼ ► its people have become detached from reality and some absolutely and some of [<a href="https://overcast.fm/+BtuzaztKM/754">TS</a>]
00:12:42 ◼ ► it seems to be it is so hard to figure freedoms for me anyway to figure out the [<a href="https://overcast.fm/+BtuzaztKM/762">TS</a>]
00:12:49 ◼ ► workings of Wall Street but there's so much 12 dimensional chess going on that [<a href="https://overcast.fm/+BtuzaztKM/769">TS</a>]
00:12:53 ◼ ► but some of it seems like it's deliberate right you know there's [<a href="https://overcast.fm/+BtuzaztKM/773">TS</a>]
00:12:57 ◼ ► there's a deliberate campaign and what you know we've not had enough to think [<a href="https://overcast.fm/+BtuzaztKM/777">TS</a>]
00:13:04 ◼ ► that it's an organized campaign but there are there are very good reasons [<a href="https://overcast.fm/+BtuzaztKM/784">TS</a>]
00:13:09 ◼ ► for financial reasons for some of these people to try and ride the stock down [<a href="https://overcast.fm/+BtuzaztKM/789">TS</a>]
00:13:13 ◼ ► just like speculators or people shorting the stock stuff like that somebody any [<a href="https://overcast.fm/+BtuzaztKM/793">TS</a>]
00:13:22 ◼ ► reader sent me a quote today from a guy one of the European carriers I don't [<a href="https://overcast.fm/+BtuzaztKM/802">TS</a>]
00:13:30 ◼ ► know Sweden or something like that it was speaking at a conference and the guy [<a href="https://overcast.fm/+BtuzaztKM/810">TS</a>]
00:13:34 ◼ ► was like the CEO of one of the major carriers there and he just flat out said [<a href="https://overcast.fm/+BtuzaztKM/814">TS</a>]
00:13:37 ◼ ► on stage it would be great for us I really hope Apple falls on its face and [<a href="https://overcast.fm/+BtuzaztKM/817">TS</a>]
00:13:42 ◼ ► collapses and you know and I think the thinking there is a Apple isn't such a [<a href="https://overcast.fm/+BtuzaztKM/822">TS</a>]
00:13:48 ◼ ► strong position of course the carriers have this contentious relationship with [<a href="https://overcast.fm/+BtuzaztKM/828">TS</a>]
00:13:52 ◼ ► them because they want to dominate the relationship with the customers and [<a href="https://overcast.fm/+BtuzaztKM/832">TS</a>]
00:13:55 ◼ ► Apple has sort of the serb that we're with the iPhone Apple controls it right [<a href="https://overcast.fm/+BtuzaztKM/835">TS</a>]
00:14:00 ◼ ► and you know famously just stuff like the fact that Apple controls the [<a href="https://overcast.fm/+BtuzaztKM/840">TS</a>]
00:14:04 ◼ ► software updates I mean over the phone still has that every other phone around [<a href="https://overcast.fm/+BtuzaztKM/844">TS</a>]
00:14:08 ◼ ► the world you still get your software updates to the carrier and so that's you [<a href="https://overcast.fm/+BtuzaztKM/848">TS</a>]
00:14:11 ◼ ► know if not for Apple apples like the Scooby Doo gang you know who you know if [<a href="https://overcast.fm/+BtuzaztKM/851">TS</a>]
00:14:15 ◼ ► not for the way with the night but then you see then this guy at least had the [<a href="https://overcast.fm/+BtuzaztKM/855">TS</a>]
00:14:21 ◼ ► balls to say to be honest and say it you know just come out and say it on stage [<a href="https://overcast.fm/+BtuzaztKM/861">TS</a>]
00:14:26 ◼ ► but you know that their lot of those guys are the unnamed sources they know [<a href="https://overcast.fm/+BtuzaztKM/866">TS</a>]
00:14:32 ◼ ► reporters quote you know when they say sources close to the familiar with the [<a href="https://overcast.fm/+BtuzaztKM/872">TS</a>]
00:14:37 ◼ ► blah blah blah say you know component orders are down throughout [<a href="https://overcast.fm/+BtuzaztKM/877">TS</a>]
00:14:41 ◼ ► whatever its people who have you know a stake in the game and now this this this [<a href="https://overcast.fm/+BtuzaztKM/881">TS</a>]
00:14:49 ◼ ► is actually even before they announced record results but there was a four [<a href="https://overcast.fm/+BtuzaztKM/889">TS</a>]
00:14:54 ◼ ► piece about how days were numbered as they come out and it was widely cited [<a href="https://overcast.fm/+BtuzaztKM/894">TS</a>]
00:15:05 ◼ ► and then the thing that happens and it's so dastardly is like this that the old [<a href="https://overcast.fm/+BtuzaztKM/905">TS</a>]
00:15:09 ◼ ► game a telephone where it's like after this guy does and he's not even like a [<a href="https://overcast.fm/+BtuzaztKM/909">TS</a>]
00:15:14 ◼ ► columnist at forbes he's like a contributor which is like what forbes' [<a href="https://overcast.fm/+BtuzaztKM/914">TS</a>]
00:15:18 ◼ ► means by that is shit that anybody can throw up against the wall and see what [<a href="https://overcast.fm/+BtuzaztKM/918">TS</a>]
00:15:23 ◼ ► sticks and they get rewarded for writing stuff that gets a lot of page views and [<a href="https://overcast.fm/+BtuzaztKM/923">TS</a>]
00:15:31 ◼ ► then that guy Doug Kass who he just tweeted apparently just purposefully and [<a href="https://overcast.fm/+BtuzaztKM/931">TS</a>]
00:15:37 ◼ ► and apparently completely legally just tweets things that aren't true and then [<a href="https://overcast.fm/+BtuzaztKM/937">TS</a>]
00:15:42 ◼ ► bets the way that that is famously was wasn't the day of their quarterly [<a href="https://overcast.fm/+BtuzaztKM/942">TS</a>]
00:15:50 ◼ ► results oh that's right before their stock stockholders meeting right before [<a href="https://overcast.fm/+BtuzaztKM/950">TS</a>]
00:15:53 ◼ ► Apple's annual stockholder meeting a couple of months ago couple weeks ago [<a href="https://overcast.fm/+BtuzaztKM/953">TS</a>]
00:15:57 ◼ ► the day before Doug Kass says my my noms up in the mountains say Apple's about to [<a href="https://overcast.fm/+BtuzaztKM/957">TS</a>]
00:16:04 ◼ ► announce a stock split and I don't know if it was good news or bad news and [<a href="https://overcast.fm/+BtuzaztKM/964">TS</a>]
00:16:10 ◼ ► investors speak but whichever way it was he bet the other way he liked because he [<a href="https://overcast.fm/+BtuzaztKM/970">TS</a>]
00:16:14 ◼ ► knew it wasn't true and then like two hours later he's like well what is my [<a href="https://overcast.fm/+BtuzaztKM/974">TS</a>]
00:16:18 ◼ ► kind I don't know then the next day comes and goes in there is no stock [<a href="https://overcast.fm/+BtuzaztKM/978">TS</a>]
00:16:21 ◼ ► split and nobody cares and then now you know two months later two days or one [<a href="https://overcast.fm/+BtuzaztKM/981">TS</a>]
00:16:27 ◼ ► day right before Apple releases its financial results heat weeds 90 min says [<a href="https://overcast.fm/+BtuzaztKM/987">TS</a>]
00:16:36 ◼ ► right and then all of a sudden with this guy who made up a thing about a stock [<a href="https://overcast.fm/+BtuzaztKM/996">TS</a>]
00:16:39 ◼ ► split two months ago and we know we made it up or if he didn't make it up whoever [<a href="https://overcast.fm/+BtuzaztKM/999">TS</a>]
00:16:47 ◼ ► told him made it up you know same guy who made that up two months ago says [<a href="https://overcast.fm/+BtuzaztKM/1007">TS</a>]
00:16:51 ◼ ► that Tim Cook is Cook and one guy in Forbes says that executives at the [<a href="https://overcast.fm/+BtuzaztKM/1011">TS</a>]
00:16:56 ◼ ► companies say the board is looking for a replacement attempt the thing that [<a href="https://overcast.fm/+BtuzaztKM/1016">TS</a>]
00:17:00 ◼ ► happens and is now you can finally 20 30 40 things around the web of people [<a href="https://overcast.fm/+BtuzaztKM/1020">TS</a>]
00:17:05 ◼ ► saying people are saying rain Cook is notable word is Tim Cook is in trouble [<a href="https://overcast.fm/+BtuzaztKM/1025">TS</a>]
00:17:10 ◼ ► and it is complete nonsense his wording so some Wall Street sources close to [<a href="https://overcast.fm/+BtuzaztKM/1030">TS</a>]
00:17:21 ◼ ► some apple executives say such a move is afoot [<a href="https://overcast.fm/+BtuzaztKM/1041">TS</a>]
00:17:28 ◼ ► so this guy on one says he knows who says that it's happening and it it just [<a href="https://overcast.fm/+BtuzaztKM/1048">TS</a>]
00:17:39 ◼ ► beggars belief like who who in a World Series CEO who in the world there's what [<a href="https://overcast.fm/+BtuzaztKM/1059">TS</a>]
00:17:44 ◼ ► is their seven billion people on the planet at up to seven billion out of all [<a href="https://overcast.fm/+BtuzaztKM/1064">TS</a>]
00:17:48 ◼ ► seven billion people who are walking faces here who could replace who could [<a href="https://overcast.fm/+BtuzaztKM/1068">TS</a>]
00:17:53 ◼ ► Apple's board sanely replaced him cook with right now right now in all honesty [<a href="https://overcast.fm/+BtuzaztKM/1073">TS</a>]
00:18:00 ◼ ► anybody in the world I mean I can come up with maybe two or three answers I [<a href="https://overcast.fm/+BtuzaztKM/1080">TS</a>]
00:18:05 ◼ ► would say Jony ive maybe Phil Schiller I think if they announced that they said [<a href="https://overcast.fm/+BtuzaztKM/1085">TS</a>]
00:18:12 ◼ ► we fired Tim Cook and replace them with Phil Schiller I think everybody would [<a href="https://overcast.fm/+BtuzaztKM/1092">TS</a>]
00:18:14 ◼ ► think that's that's what's the point right now might be the one who's some [<a href="https://overcast.fm/+BtuzaztKM/1094">TS</a>]
00:18:19 ◼ ► people would say well that's good [<a href="https://overcast.fm/+BtuzaztKM/1099">TS</a>]
00:18:21 ◼ ► here's why that's nonsense what does anybody actually think that Jony ive has [<a href="https://overcast.fm/+BtuzaztKM/1101">TS</a>]
00:18:27 ◼ ► less control right now today than he would if his title were changed to see [<a href="https://overcast.fm/+BtuzaztKM/1107">TS</a>]
00:18:32 ◼ ► he has exactly the right amount of control for the things that he's an [<a href="https://overcast.fm/+BtuzaztKM/1112">TS</a>]
00:18:37 ◼ ► expert in his title is but he's effectively product designer chief [<a href="https://overcast.fm/+BtuzaztKM/1117">TS</a>]
00:18:44 ◼ ► design officer to get tickets now chief design officer [<a href="https://overcast.fm/+BtuzaztKM/1124">TS</a>]
00:18:47 ◼ ► to describe it but especially given what happened with Scott Forstall last year [<a href="https://overcast.fm/+BtuzaztKM/1127">TS</a>]
00:18:52 ◼ ► were where johnnie I was put in charge of software designed to use effectively [<a href="https://overcast.fm/+BtuzaztKM/1132">TS</a>]
00:18:58 ◼ ► in charge of all product design hardware and software which is exactly like what [<a href="https://overcast.fm/+BtuzaztKM/1138">TS</a>]
00:19:03 ◼ ► steve Jobs was really in charge of the few know the ultimate arbiter of taste [<a href="https://overcast.fm/+BtuzaztKM/1143">TS</a>]
00:19:07 ◼ ► in product design for the company so it wouldn't it wouldn't make any change but [<a href="https://overcast.fm/+BtuzaztKM/1147">TS</a>]
00:19:14 ◼ ► does anybody actually think that like Jony ive has this late game changing [<a href="https://overcast.fm/+BtuzaztKM/1154">TS</a>]
00:19:19 ◼ ► world shaking it's it's like the next thing that is amazing is the first [<a href="https://overcast.fm/+BtuzaztKM/1159">TS</a>]
00:19:24 ◼ ► iPhone and Tim Cook is like no I don't think so just keep so that we have that [<a href="https://overcast.fm/+BtuzaztKM/1164">TS</a>]
00:19:31 ◼ ► one in labs we don't need anything like that and the other thing is it will put [<a href="https://overcast.fm/+BtuzaztKM/1171">TS</a>]
00:19:36 ◼ ► in charge of stuff that he's not competent to be in charge of right now [<a href="https://overcast.fm/+BtuzaztKM/1176">TS</a>]
00:19:42 ◼ ► we need him cut rate operations hired they come in the morning and leave at [<a href="https://overcast.fm/+BtuzaztKM/1182">TS</a>]
00:19:50 ◼ ► night doing nothing but look at work and refining her a product exactly so like [<a href="https://overcast.fm/+BtuzaztKM/1190">TS</a>]
00:19:56 ◼ ► there'd be a credibility of saying Jony ive is the CEO of Apple where you know [<a href="https://overcast.fm/+BtuzaztKM/1196">TS</a>]
00:20:00 ◼ ► the people who are at Apple's clearly respect him and if not you know love him [<a href="https://overcast.fm/+BtuzaztKM/1200">TS</a>]
00:20:06 ◼ ► and he's there he knows and understands our pool but exactly it would just be [<a href="https://overcast.fm/+BtuzaztKM/1206">TS</a>]
00:20:10 ◼ ► burning him with responsibilities that would distract him from what he does [<a href="https://overcast.fm/+BtuzaztKM/1210">TS</a>]
00:20:14 ◼ ► best and he doesn't seem like the kind of guy who really wants that spotlight [<a href="https://overcast.fm/+BtuzaztKM/1214">TS</a>]
00:20:17 ◼ ► anyway no he gets up on stage heats to do that stuff right so people often do [<a href="https://overcast.fm/+BtuzaztKM/1217">TS</a>]
00:20:23 ◼ ► you know right to me and said you think johnnie I will do the key noted that [<a href="https://overcast.fm/+BtuzaztKM/1223">TS</a>]
00:20:27 ◼ ► could in theory I mean it's only have the credibility but my understanding and [<a href="https://overcast.fm/+BtuzaztKM/1227">TS</a>]
00:20:31 ◼ ► it certainly seems to be from years and years of watching it he just doesn't [<a href="https://overcast.fm/+BtuzaztKM/1231">TS</a>]
00:20:36 ◼ ► enjoy that he doesn't like public speaking he likes you know easy and he [<a href="https://overcast.fm/+BtuzaztKM/1236">TS</a>]
00:20:40 ◼ ► certainly acquits himself very very well in those designed videos they always [<a href="https://overcast.fm/+BtuzaztKM/1240">TS</a>]
00:20:43 ◼ ► show yeah but I don't think he you know he likes being in front of a crowd right [<a href="https://overcast.fm/+BtuzaztKM/1243">TS</a>]
00:20:48 ◼ ► you know I'd like to see a pic Bob Mansfield man Big Bob Mansfield would [<a href="https://overcast.fm/+BtuzaztKM/1248">TS</a>]
00:20:56 ◼ ► stage time it that yeah but I was thinking a CEO yeah I could see and talk [<a href="https://overcast.fm/+BtuzaztKM/1256">TS</a>]
00:21:10 ◼ ► about gravitas right he's really looks just like the type of guy to where did [<a href="https://overcast.fm/+BtuzaztKM/1270">TS</a>]
00:21:17 ◼ ► you know some of it some of it is like negotiations you know where you know [<a href="https://overcast.fm/+BtuzaztKM/1277">TS</a>]
00:21:20 ◼ ► it's it's you know you're negotiating with record labels or movie companies or [<a href="https://overcast.fm/+BtuzaztKM/1280">TS</a>]
00:21:24 ◼ ► something like that yeah parts suppliers you know would you like to see I don't [<a href="https://overcast.fm/+BtuzaztKM/1284">TS</a>]
00:21:29 ◼ ► see Bob Mansfield in the negotiating room actually is there actually if you [<a href="https://overcast.fm/+BtuzaztKM/1289">TS</a>]
00:21:34 ◼ ► think about what he does is the ones with Samsung where they're negotiating [<a href="https://overcast.fm/+BtuzaztKM/1294">TS</a>]
00:21:39 ◼ ► over the the CPUs in this stuff that Samsung makes I think those have got to [<a href="https://overcast.fm/+BtuzaztKM/1299">TS</a>]
00:21:45 ◼ ► be the best meetings that Apple has where they're dealing with Samsung over [<a href="https://overcast.fm/+BtuzaztKM/1305">TS</a>]
00:21:50 ◼ ► the components they were he walks in and he has a bowling ball in his hand and he [<a href="https://overcast.fm/+BtuzaztKM/1310">TS</a>]
00:21:53 ◼ ► just crashes like he probably ways and it's not a corpulent man he's just he's [<a href="https://overcast.fm/+BtuzaztKM/1313">TS</a>]
00:22:05 ◼ ► he's a very imposing figure that these guys from Korea are not physically [<a href="https://overcast.fm/+BtuzaztKM/1325">TS</a>]
00:22:10 ◼ ► imposing I guess he probably weighs as much as three of them the other person [<a href="https://overcast.fm/+BtuzaztKM/1330">TS</a>]
00:22:19 ◼ ► I think that I think that would play very poorly I think we played poorly too [<a href="https://overcast.fm/+BtuzaztKM/1339">TS</a>]
00:22:25 ◼ ► but I would imagine that that somebody that people think of all right I think [<a href="https://overcast.fm/+BtuzaztKM/1345">TS</a>]
00:22:30 ◼ ► if he hadn't been ousted if that hadn't happened you know theory could have been [<a href="https://overcast.fm/+BtuzaztKM/1350">TS</a>]
00:22:39 ◼ ► see it seems like you got a lot of it be the next one or something like that and [<a href="https://overcast.fm/+BtuzaztKM/1359">TS</a>]
00:22:43 ◼ ► I i probably you know I don't know that much about like intrigued at that level [<a href="https://overcast.fm/+BtuzaztKM/1363">TS</a>]
00:22:47 ◼ ► but I would be surprised if that's what forced all thought in the back of his [<a href="https://overcast.fm/+BtuzaztKM/1367">TS</a>]
00:22:50 ◼ ► mind not that he was going to bootcamp cookout but that if if and when cook [<a href="https://overcast.fm/+BtuzaztKM/1370">TS</a>]
00:22:55 ◼ ► stepped aside say ten years from now fifteen years from now that he might be [<a href="https://overcast.fm/+BtuzaztKM/1375">TS</a>]
00:22:59 ◼ ► yeah but the main point though is that there is nobody outside Apple could have [<a href="https://overcast.fm/+BtuzaztKM/1379">TS</a>]
00:23:05 ◼ ► any credibility whatsoever as CEO of Apple nobody not one person in the world [<a href="https://overcast.fm/+BtuzaztKM/1385">TS</a>]
00:23:10 ◼ ► could possibly come in at this point and CEO of Apple nobody and nobody within [<a href="https://overcast.fm/+BtuzaztKM/1390">TS</a>]
00:23:17 ◼ ► the company will have any faith and that move that would that would be if you [<a href="https://overcast.fm/+BtuzaztKM/1397">TS</a>]
00:23:20 ◼ ► think that there's any kind of brain drain now engineers I mean they would [<a href="https://overcast.fm/+BtuzaztKM/1400">TS</a>]
00:23:24 ◼ ► all I mean it would just be like rats leaving the sinking ship type thing the [<a href="https://overcast.fm/+BtuzaztKM/1404">TS</a>]
00:23:29 ◼ ► board when not fired him cookin hired anybody outside [<a href="https://overcast.fm/+BtuzaztKM/1409">TS</a>]
00:23:35 ◼ ► but it just doesn't it doesn't even seem like it [<a href="https://overcast.fm/+BtuzaztKM/1415">TS</a>]
00:23:38 ◼ ► this question in reality is being approached whatsoever that this whole [<a href="https://overcast.fm/+BtuzaztKM/1418">TS</a>]
00:23:43 ◼ ► thing is just complete and utter fabrication [<a href="https://overcast.fm/+BtuzaztKM/1423">TS</a>]
00:23:47 ◼ ► it makes either either maliciously its it is logical equivalent of somebody [<a href="https://overcast.fm/+BtuzaztKM/1427">TS</a>]
00:23:54 ◼ ► saying that we can solve climate change by just everybody just turn your vacuum [<a href="https://overcast.fm/+BtuzaztKM/1434">TS</a>]
00:23:59 ◼ ► and just vacuumed up the co2 in the atmosphere and then keep it you know [<a href="https://overcast.fm/+BtuzaztKM/1439">TS</a>]
00:24:05 ◼ ► make sure the bags sealed type problem solved [<a href="https://overcast.fm/+BtuzaztKM/1445">TS</a>]
00:24:08 ◼ ► like get it makes that much sense it's a there's no logic to it whatsoever as I [<a href="https://overcast.fm/+BtuzaztKM/1448">TS</a>]
00:24:14 ◼ ► guess what they're saying I guess if you want to pretend and just play along with [<a href="https://overcast.fm/+BtuzaztKM/1454">TS</a>]
00:24:18 ◼ ► them that the board is actually think about kicking given the boot attempt [<a href="https://overcast.fm/+BtuzaztKM/1458">TS</a>]
00:24:21 ◼ ► cooking hiring somebody outside the company to take over is that the Board [<a href="https://overcast.fm/+BtuzaztKM/1461">TS</a>]
00:24:26 ◼ ► of Apple is not just gonna fire Tim Cook but that they are going to completely [<a href="https://overcast.fm/+BtuzaztKM/1466">TS</a>]
00:24:31 ◼ ► changed what Apple does and the way Apple does things and do things [<a href="https://overcast.fm/+BtuzaztKM/1471">TS</a>]
00:24:36 ◼ ► completely differently and I guess more like what other companies do you know [<a href="https://overcast.fm/+BtuzaztKM/1476">TS</a>]
00:24:42 ◼ ► like an apple be more like a regular normal computer which makes no sense [<a href="https://overcast.fm/+BtuzaztKM/1482">TS</a>]
00:24:47 ◼ ► when you look at the actual numbers they reported their cities like insane [<a href="https://overcast.fm/+BtuzaztKM/1487">TS</a>]
00:24:56 ◼ ► why in the world would you want to change that makes no sense whatsoever [<a href="https://overcast.fm/+BtuzaztKM/1496">TS</a>]
00:25:00 ◼ ► and the degree to which the overblown analysis is going to give you another [<a href="https://overcast.fm/+BtuzaztKM/1500">TS</a>]
00:25:10 ◼ ► quote this is somebody writing for Yahoo Finance regardless of what Apple stock [<a href="https://overcast.fm/+BtuzaztKM/1510">TS</a>]
00:25:15 ◼ ► doesn't near-term yesterday's performance left little doubt that Cook [<a href="https://overcast.fm/+BtuzaztKM/1515">TS</a>]
00:25:18 ◼ ► is not only a pale imitation of should Steve Jobs [<a href="https://overcast.fm/+BtuzaztKM/1518">TS</a>]
00:25:22 ◼ ► but a low rent version of john sculley make any sounds as if it were true if it [<a href="https://overcast.fm/+BtuzaztKM/1522">TS</a>]
00:25:35 ◼ ► were true that would be devastating [<a href="https://overcast.fm/+BtuzaztKM/1535">TS</a>]
00:25:37 ◼ ► it's just it's just a cheap shot right that has no basis in fact Apple was [<a href="https://overcast.fm/+BtuzaztKM/1537">TS</a>]
00:25:43 ◼ ► losing money when sculley was was in charge I don't think they were a look at [<a href="https://overcast.fm/+BtuzaztKM/1543">TS</a>]
00:25:49 ◼ ► them off I looked at the day they had one of at least one was that he really [<a href="https://overcast.fm/+BtuzaztKM/1549">TS</a>]
00:25:55 ◼ ► left him in bad shape for the future [<a href="https://overcast.fm/+BtuzaztKM/1555">TS</a>]
00:25:57 ◼ ► was under sculley they did ship the Newton Newton you know was a real thing [<a href="https://overcast.fm/+BtuzaztKM/1557">TS</a>]
00:26:03 ◼ ► and very well-regarded and you know it's really do a whole show about how much [<a href="https://overcast.fm/+BtuzaztKM/1563">TS</a>]
00:26:08 ◼ ► how far ahead of its time it was in terms of host PC computing and stuff [<a href="https://overcast.fm/+BtuzaztKM/1568">TS</a>]
00:26:14 ◼ ► like that a great great thing love my noon in a lot of ways but was not a [<a href="https://overcast.fm/+BtuzaztKM/1574">TS</a>]
00:26:18 ◼ ► financial hit so it didn't help out financially and they wasted all this [<a href="https://overcast.fm/+BtuzaztKM/1578">TS</a>]
00:26:23 ◼ ► time on the Mac on these things pink intelligent and all these things that [<a href="https://overcast.fm/+BtuzaztKM/1583">TS</a>]
00:26:27 ◼ ► never amounted to anything but I do think that he left them profitable if [<a href="https://overcast.fm/+BtuzaztKM/1587">TS</a>]
00:26:32 ◼ ► they did they had had a wonder what the guys get not kill the German guy you [<a href="https://overcast.fm/+BtuzaztKM/1592">TS</a>]
00:26:38 ◼ ► used to hide under desks michael spindler michael spindler [<a href="https://overcast.fm/+BtuzaztKM/1598">TS</a>]
00:26:43 ◼ ► hell is he the one apple CEO who is still alive but nobody ever tried them [<a href="https://overcast.fm/+BtuzaztKM/1603">TS</a>]
00:26:49 ◼ ► out you know like sculley gets tried it out every couple of months and and his [<a href="https://overcast.fm/+BtuzaztKM/1609">TS</a>]
00:26:54 ◼ ► two cents on what Apple's up to nobody ever talks to Michael spin I think he's [<a href="https://overcast.fm/+BtuzaztKM/1614">TS</a>]
00:26:59 ◼ ► he's in his venture capitalists I think it's been a great guest again but I [<a href="https://overcast.fm/+BtuzaztKM/1619">TS</a>]
00:27:08 ◼ ► looked this up previously and the colleague got ousted in october [<a href="https://overcast.fm/+BtuzaztKM/1628">TS</a>]
00:27:15 ◼ ► ninety-three and in the second calendar quarter Apple reported its worst [<a href="https://overcast.fm/+BtuzaztKM/1635">TS</a>]
00:27:22 ◼ ► quarterly loss ever hundred and eighty eight million which now right [<a href="https://overcast.fm/+BtuzaztKM/1642">TS</a>]
00:27:32 ◼ ► here's a peers are gone I found it is the same things now this is in the [<a href="https://overcast.fm/+BtuzaztKM/1652">TS</a>]
00:27:38 ◼ ► Harvard Business Review now I i believe the harvard is still a respected college [<a href="https://overcast.fm/+BtuzaztKM/1658">TS</a>]
00:27:45 ◼ ► and university there still is there still in the Ivy League rate yes [<a href="https://overcast.fm/+BtuzaztKM/1665">TS</a>]
00:27:50 ◼ ► alright Harvard Business Review and its by Vijay I i'm gonna do a very poor job [<a href="https://overcast.fm/+BtuzaztKM/1670">TS</a>]
00:27:58 ◼ ► vintage art and 33 camp Srinivas we might both be of Indian descent but at [<a href="https://overcast.fm/+BtuzaztKM/1678">TS</a>]
00:28:07 ◼ ► my apologies to them you're the worst person in the world to be trying to spur [<a href="https://overcast.fm/+BtuzaztKM/1687">TS</a>]
00:28:11 ◼ ► announced earnings in article called finding your place in the competitive [<a href="https://overcast.fm/+BtuzaztKM/1691">TS</a>]
00:28:14 ◼ ► jungle and they're saying that there's there's four types of innovators you can [<a href="https://overcast.fm/+BtuzaztKM/1694">TS</a>]
00:28:21 ◼ ► and it goes by whether your size is higher low and your speed is lower high [<a href="https://overcast.fm/+BtuzaztKM/1701">TS</a>]
00:28:26 ◼ ► and so if you're low low size small size low speed your Curtis tortoise [<a href="https://overcast.fm/+BtuzaztKM/1706">TS</a>]
00:28:34 ◼ ► below if you're small and and high-speed your rabbit ears large and slow [<a href="https://overcast.fm/+BtuzaztKM/1714">TS</a>]
00:28:44 ◼ ► elephant large and faster Jaguar the iPhone was a Jaguar and then I mean she [<a href="https://overcast.fm/+BtuzaztKM/1724">TS</a>]
00:28:55 ◼ ► says Apple's iPhone was a Jaguar big and years ahead of the competition got there [<a href="https://overcast.fm/+BtuzaztKM/1735">TS</a>]
00:29:03 ◼ ► through a series of breakthrough innovations that touch screen and [<a href="https://overcast.fm/+BtuzaztKM/1743">TS</a>]
00:29:06 ◼ ► integrated smartphone pricing where the customer pays 199 [<a href="https://overcast.fm/+BtuzaztKM/1746">TS</a>]
00:29:12 ◼ ► the iPhone invented that the iPhone invented getting an expensive phone for [<a href="https://overcast.fm/+BtuzaztKM/1752">TS</a>]
00:29:16 ◼ ► 199 idea I was not aware of that and the App Store and the App Store the dinner [<a href="https://overcast.fm/+BtuzaztKM/1756">TS</a>]
00:29:21 ◼ ► that actually is true it was moving fast but the competition is moving faster it [<a href="https://overcast.fm/+BtuzaztKM/1761">TS</a>]
00:29:24 ◼ ► slipped from Jaguar to elephant rather swiftly and Samsung took over that spot [<a href="https://overcast.fm/+BtuzaztKM/1764">TS</a>]
00:29:31 ◼ ► we don't this we know this is a fact the right that the Apple the iPhone still [<a href="https://overcast.fm/+BtuzaztKM/1771">TS</a>]
00:29:37 ◼ ► get seventy percent of the profit [<a href="https://overcast.fm/+BtuzaztKM/1777">TS</a>]
00:29:39 ◼ ► total Hansen industry right but that's it's in second place to Samsung yeah but [<a href="https://overcast.fm/+BtuzaztKM/1779">TS</a>]
00:29:45 ◼ ► Samsung overall the iPhone still outsells the Galaxy right that's the [<a href="https://overcast.fm/+BtuzaztKM/1785">TS</a>]
00:29:50 ◼ ► other thing even if you want to just talk market share it's like somehow [<a href="https://overcast.fm/+BtuzaztKM/1790">TS</a>]
00:29:53 ◼ ► because Samsung has totaled more total market share because they sell an awful [<a href="https://overcast.fm/+BtuzaztKM/1793">TS</a>]
00:29:57 ◼ ► lot of low-end phones everybody just count among those galaxies yeah and now [<a href="https://overcast.fm/+BtuzaztKM/1797">TS</a>]
00:30:05 ◼ ► people seem to count them all as like Galaxy Notes because everybody seems to [<a href="https://overcast.fm/+BtuzaztKM/1805">TS</a>]
00:30:09 ◼ ► think how customers want larger screens well actually customers buy more iPhones [<a href="https://overcast.fm/+BtuzaztKM/1809">TS</a>]
00:30:13 ◼ ► than they by Samsung's large screen phones I mean that some of the change [<a href="https://overcast.fm/+BtuzaztKM/1813">TS</a>]
00:30:18 ◼ ► because you know i mean some more because now the Galaxy S series is huge [<a href="https://overcast.fm/+BtuzaztKM/1818">TS</a>]
00:30:24 ◼ ► too but previously it was just the Galaxy Note and a couple other ones that [<a href="https://overcast.fm/+BtuzaztKM/1824">TS</a>]
00:30:29 ◼ ► they did not come close to adding up to the iPhone sales but yet it gets [<a href="https://overcast.fm/+BtuzaztKM/1829">TS</a>]
00:30:37 ◼ ► reported over and over again as if as if a blitz or are beating the pants off the [<a href="https://overcast.fm/+BtuzaztKM/1837">TS</a>]
00:30:44 ◼ ► iPhone so here's the here's their conclusion of how their explanation for [<a href="https://overcast.fm/+BtuzaztKM/1844">TS</a>]
00:30:48 ◼ ► how the Galaxy became the Jaguar in the iPhone an elephant even know that you [<a href="https://overcast.fm/+BtuzaztKM/1848">TS</a>]
00:30:53 ◼ ► know the funny thing is that the Galaxy doesn't doesn't simpson have a samsung [<a href="https://overcast.fm/+BtuzaztKM/1853">TS</a>]
00:30:57 ◼ ► galaxy elephant at seven inches over a four-year period the Galaxy caught up [<a href="https://overcast.fm/+BtuzaztKM/1857">TS</a>]
00:31:05 ◼ ► with all that Apple had to offer an added several innovations the key ones [<a href="https://overcast.fm/+BtuzaztKM/1865">TS</a>]
00:31:09 ◼ ► being a bigger screen there you go [<a href="https://overcast.fm/+BtuzaztKM/1869">TS</a>]
00:31:11 ◼ ► better GPS functionality is that true I don't even know what that would be a [<a href="https://overcast.fm/+BtuzaztKM/1871">TS</a>]
00:31:16 ◼ ► range of phones to cover all segments from low-end to high-end better [<a href="https://overcast.fm/+BtuzaztKM/1876">TS</a>]
00:31:20 ◼ ► rendering of websites with flash players better working relationships with [<a href="https://overcast.fm/+BtuzaztKM/1880">TS</a>]
00:31:27 ◼ ► partners operating system partners like Google and Android carriers like Verizon [<a href="https://overcast.fm/+BtuzaztKM/1887">TS</a>]
00:31:35 ◼ ► it didn't help that in addition to complacency Apple was also an arrogant [<a href="https://overcast.fm/+BtuzaztKM/1895">TS</a>]
00:31:40 ◼ ► and failed to listen to wall street recognize this shift early in his [<a href="https://overcast.fm/+BtuzaztKM/1900">TS</a>]
00:31:45 ◼ ► published punished Apple stock in spite of great quarterly financial foreman's [<a href="https://overcast.fm/+BtuzaztKM/1905">TS</a>]
00:31:50 ◼ ► so what was there in the quad conference call now I know it's their iPad not the [<a href="https://overcast.fm/+BtuzaztKM/1910">TS</a>]
00:31:54 ◼ ► iPhone but I think Tim Cook cited that with the iPad and iOS vs Android not [<a href="https://overcast.fm/+BtuzaztKM/1914">TS</a>]
00:32:00 ◼ ► just found that 96 percent of people who buy an iPhone are satisfied with their [<a href="https://overcast.fm/+BtuzaztKM/1920">TS</a>]
00:32:04 ◼ ► purchase yeah but they're not listening to testimony and I think you link to [<a href="https://overcast.fm/+BtuzaztKM/1924">TS</a>]
00:32:11 ◼ ► that thing today about the customer satisfaction [<a href="https://overcast.fm/+BtuzaztKM/1931">TS</a>]
00:32:14 ◼ ► sixteen thousand persons survey conducted by Carl how was actually [<a href="https://overcast.fm/+BtuzaztKM/1934">TS</a>]
00:32:19 ◼ ► pretty good analysts right that you know any numbers are in bad for Android it [<a href="https://overcast.fm/+BtuzaztKM/1939">TS</a>]
00:32:27 ◼ ► was something like seventy four percent of current Android users plan to buy [<a href="https://overcast.fm/+BtuzaztKM/1947">TS</a>]
00:32:31 ◼ ► another Android phone with their next phone but ninety-one percent of iPhone [<a href="https://overcast.fm/+BtuzaztKM/1951">TS</a>]
00:32:35 ◼ ► users plan to buy another iPhone with their next to apples to apples the one [<a href="https://overcast.fm/+BtuzaztKM/1955">TS</a>]
00:32:40 ◼ ► who's not listening to its customers [<a href="https://overcast.fm/+BtuzaztKM/1960">TS</a>]
00:32:42 ◼ ► you know when one of the things that drives me nuts is about this whole stock [<a href="https://overcast.fm/+BtuzaztKM/1962">TS</a>]
00:32:50 ◼ ► price is that they're really does seem to be a significant contingent of people [<a href="https://overcast.fm/+BtuzaztKM/1970">TS</a>]
00:32:57 ◼ ► who who really do think that would ever happen ever Wall Street does with the [<a href="https://overcast.fm/+BtuzaztKM/1977">TS</a>]
00:33:02 ◼ ► stock is right and sane and therefore you you know any explanation you can [<a href="https://overcast.fm/+BtuzaztKM/1982">TS</a>]
00:33:07 ◼ ► come up to justify that is reasonable so right so that's what these guys at the [<a href="https://overcast.fm/+BtuzaztKM/1987">TS</a>]
00:33:11 ◼ ► Harvard Business Review you know it's it's proof positive that Apple is not [<a href="https://overcast.fm/+BtuzaztKM/1991">TS</a>]
00:33:15 ◼ ► listening to customers now because of sales numbers not because of surveys [<a href="https://overcast.fm/+BtuzaztKM/1995">TS</a>]
00:33:20 ◼ ► that show customer satisfaction but because the stock one that's the proof [<a href="https://overcast.fm/+BtuzaztKM/2000">TS</a>]
00:33:25 ◼ ► I mean any do the first concert in my first month I wanna thank Windows Azure [<a href="https://overcast.fm/+BtuzaztKM/2005">TS</a>]
00:33:37 ◼ ► mobile services that's right Microsoft and they've got it's it's everybody and [<a href="https://overcast.fm/+BtuzaztKM/2017">TS</a>]
00:33:45 ◼ ► I know they sponsor daring fireball the other week everybody was a little [<a href="https://overcast.fm/+BtuzaztKM/2025">TS</a>]
00:33:47 ◼ ► surprised actually shouldn't be surprising that they're sponsoring us [<a href="https://overcast.fm/+BtuzaztKM/2027">TS</a>]
00:33:51 ◼ ► because they know that a lot of developers listen to my show read the [<a href="https://overcast.fm/+BtuzaztKM/2031">TS</a>]
00:33:55 ◼ ► website and Windows Azure mobile services is it's truly a great great [<a href="https://overcast.fm/+BtuzaztKM/2035">TS</a>]
00:34:00 ◼ ► platform for iOS developers who want to provide cloud services for their apps [<a href="https://overcast.fm/+BtuzaztKM/2040">TS</a>]
00:34:06 ◼ ► their mobile services they take care of the glue code necessary for storing data [<a href="https://overcast.fm/+BtuzaztKM/2046">TS</a>]
00:34:10 ◼ ► in the cloud and that is a huge this is absolutely huge they take care of [<a href="https://overcast.fm/+BtuzaztKM/2050">TS</a>]
00:34:15 ◼ ► authenticating users and they do it either by Facebook or Twitter and [<a href="https://overcast.fm/+BtuzaztKM/2055">TS</a>]
00:34:20 ◼ ► sending push notifications so in other words what you can do is you sign up [<a href="https://overcast.fm/+BtuzaztKM/2060">TS</a>]
00:34:25 ◼ ► with us or services and instead of setting up your own user system which is [<a href="https://overcast.fm/+BtuzaztKM/2065">TS</a>]
00:34:32 ◼ ► let's face it you know user names passwords sending out email people lose [<a href="https://overcast.fm/+BtuzaztKM/2072">TS</a>]
00:34:36 ◼ ► their passwords of aid that forget it all [<a href="https://overcast.fm/+BtuzaztKM/2076">TS</a>]
00:34:38 ◼ ► let people sign in using either Twitter or Facebook and Microsoft the mobile [<a href="https://overcast.fm/+BtuzaztKM/2078">TS</a>]
00:34:44 ◼ ► services takes care of it all and you've got him that's it they've already got [<a href="https://overcast.fm/+BtuzaztKM/2084">TS</a>]
00:34:48 ◼ ► accountant who doesn't have either Facebook or Twitter nobody everybody has [<a href="https://overcast.fm/+BtuzaztKM/2088">TS</a>]
00:34:51 ◼ ► that it's all set then you've got a user system in place [<a href="https://overcast.fm/+BtuzaztKM/2091">TS</a>]
00:34:55 ◼ ► push notifications you don't have to set up your own server for push [<a href="https://overcast.fm/+BtuzaztKM/2095">TS</a>]
00:34:58 ◼ ► notifications Microsoft already has it for you it's easy for anybody who's [<a href="https://overcast.fm/+BtuzaztKM/2098">TS</a>]
00:35:03 ◼ ► tried sending push notifications before you know it can figure in that can get [<a href="https://overcast.fm/+BtuzaztKM/2103">TS</a>]
00:35:07 ◼ ► really complex fairly quickly with mobile services adding push to your iOS [<a href="https://overcast.fm/+BtuzaztKM/2107">TS</a>]
00:35:12 ◼ ► app is as simple as typing push . APNs dots that source code you just read [<a href="https://overcast.fm/+BtuzaztKM/2112">TS</a>]
00:35:18 ◼ ► there is it's heating characters pushed APNs dots and and specify the device [<a href="https://overcast.fm/+BtuzaztKM/2118">TS</a>]
00:35:24 ◼ ► token for where the push notification is going the payload in other words what's [<a href="https://overcast.fm/+BtuzaztKM/2124">TS</a>]
00:35:30 ◼ ► the message what are you sending to him and that's it [<a href="https://overcast.fm/+BtuzaztKM/2130">TS</a>]
00:35:32 ◼ ► boom it goes off in the user's phone pings [<a href="https://overcast.fm/+BtuzaztKM/2132">TS</a>]
00:35:35 ◼ ► and there's the push notification if you're looking to build an iOS app or [<a href="https://overcast.fm/+BtuzaztKM/2135">TS</a>]
00:35:39 ◼ ► connect an app that you already have to the cloud take a look at their stuff you [<a href="https://overcast.fm/+BtuzaztKM/2139">TS</a>]
00:35:45 ◼ ► absolutely free here's where you go WWW dot Windows Azure dot com slash iOS and [<a href="https://overcast.fm/+BtuzaztKM/2145">TS</a>]
00:35:54 ◼ ► you need the WWW do the WWW don't skip WWW dot Windows Azure dot com slash iOS [<a href="https://overcast.fm/+BtuzaztKM/2154">TS</a>]
00:36:06 ◼ ► I'd really check it out i mean you know the videos they have the show you how to [<a href="https://overcast.fm/+BtuzaztKM/2166">TS</a>]
00:36:09 ◼ ► use the stuff it's all done by Brent Simmons Simmons is using the stuff you [<a href="https://overcast.fm/+BtuzaztKM/2169">TS</a>]
00:36:13 ◼ ► know it's good I mean I can't think of a higher compliment to pay and they're [<a href="https://overcast.fm/+BtuzaztKM/2173">TS</a>]
00:36:18 ◼ ► good videos to really really good stuff so check it out if you're an iOS [<a href="https://overcast.fm/+BtuzaztKM/2178">TS</a>]
00:36:21 ◼ ► developer that was the first was the first time I saw as he linked to those [<a href="https://overcast.fm/+BtuzaztKM/2181">TS</a>]
00:36:25 ◼ ► videos and take a look I was surprised too and so I heard it you know and I was [<a href="https://overcast.fm/+BtuzaztKM/2185">TS</a>]
00:36:31 ◼ ► like you know what they're really killin it they really are a smart move on their [<a href="https://overcast.fm/+BtuzaztKM/2191">TS</a>]
00:36:36 ◼ ► part what it is it's the same reason that developers love cocoa and the [<a href="https://overcast.fm/+BtuzaztKM/2196">TS</a>]
00:36:42 ◼ ► reason I love writing iOS apps is that so much of the the busy work of getting [<a href="https://overcast.fm/+BtuzaztKM/2202">TS</a>]
00:36:47 ◼ ► a new app off the ground scaffolding the framework that's a framework is there [<a href="https://overcast.fm/+BtuzaztKM/2207">TS</a>]
00:36:52 ◼ ► and that you can just you want to make an appt the well I don't know what that [<a href="https://overcast.fm/+BtuzaztKM/2212">TS</a>]
00:36:57 ◼ ► is but you know you don't have to worry about all this stuff of getting an app [<a href="https://overcast.fm/+BtuzaztKM/2217">TS</a>]
00:37:03 ◼ ► that draws and does a list and has smooth scrolling Coco gives you all that [<a href="https://overcast.fm/+BtuzaztKM/2223">TS</a>]
00:37:06 ◼ ► well Windows Azure is like that but for the cloud services where you don't have [<a href="https://overcast.fm/+BtuzaztKM/2226">TS</a>]
00:37:10 ◼ ► to be a united to set up your own server and do all this programming that's all [<a href="https://overcast.fm/+BtuzaztKM/2230">TS</a>]
00:37:13 ◼ ► there they already have a push notification thing really good check it [<a href="https://overcast.fm/+BtuzaztKM/2233">TS</a>]
00:37:17 ◼ ► out so ably backed Apple's financial result so the thing that they're getting [<a href="https://overcast.fm/+BtuzaztKM/2237">TS</a>]
00:37:26 ◼ ► dinged on is that the updated the standout numbers is that earnings were [<a href="https://overcast.fm/+BtuzaztKM/2246">TS</a>]
00:37:32 ◼ ► down profit was down year over year and as the first time since I think 2003 [<a href="https://overcast.fm/+BtuzaztKM/2252">TS</a>]
00:37:36 ◼ ► that earnings dropped in any quarter compared to the same quarter a year ago [<a href="https://overcast.fm/+BtuzaztKM/2256">TS</a>]
00:37:41 ◼ ► so that I mean that's obviously that's worth noting that there's no burying the [<a href="https://overcast.fm/+BtuzaztKM/2261">TS</a>]
00:37:46 ◼ ► fact that you know it's not a good thing but revenue was up and I think you know [<a href="https://overcast.fm/+BtuzaztKM/2266">TS</a>]
00:37:52 ◼ ► I know who did you of course as much smarter and deeper analysis about this [<a href="https://overcast.fm/+BtuzaztKM/2272">TS</a>]
00:37:57 ◼ ► but I think it long story short this story is simply that in the year ago [<a href="https://overcast.fm/+BtuzaztKM/2277">TS</a>]
00:38:03 ◼ ► quarter they had 47 percent profit margins and now this quarter in 37 [<a href="https://overcast.fm/+BtuzaztKM/2283">TS</a>]
00:38:08 ◼ ► percent profit margins which is a huge drop but it's not that they dropped and [<a href="https://overcast.fm/+BtuzaztKM/2288">TS</a>]
00:38:12 ◼ ► now they have bad profit margins they still have profit margins that are the [<a href="https://overcast.fm/+BtuzaztKM/2292">TS</a>]
00:38:16 ◼ ► envy of the entire industry right there almost as high as Microsoft and [<a href="https://overcast.fm/+BtuzaztKM/2296">TS</a>]
00:38:20 ◼ ► Microsoft software company not a hardware company like the hardware [<a href="https://overcast.fm/+BtuzaztKM/2300">TS</a>]
00:38:24 ◼ ► companies are discussed and profit margins that I so it's it's it's really [<a href="https://overcast.fm/+BtuzaztKM/2304">TS</a>]
00:38:29 ◼ ► that last year year ago it was just like a fluke for Asian high profit margin [<a href="https://overcast.fm/+BtuzaztKM/2309">TS</a>]
00:38:35 ◼ ► yeah I mean they had an amazing quarter a year ago right I was looking at some [<a href="https://overcast.fm/+BtuzaztKM/2315">TS</a>]
00:38:41 ◼ ► of the some of the yeah it's sort of like basketball player who like has a [<a href="https://overcast.fm/+BtuzaztKM/2321">TS</a>]
00:38:46 ◼ ► game you know it's like michael jordan has a game where he makes 27 out of 28 [<a href="https://overcast.fm/+BtuzaztKM/2326">TS</a>]
00:38:55 ◼ ► shots makes every free throw and a bunch of three-pointers in scores 64 points [<a href="https://overcast.fm/+BtuzaztKM/2335">TS</a>]
00:38:59 ◼ ► and then the next game scores 32 points and then you know it's a huge drop it [<a href="https://overcast.fm/+BtuzaztKM/2339">TS</a>]
00:39:05 ◼ ► scoring 32 points is still you know it's great you can't have that perfect [<a href="https://overcast.fm/+BtuzaztKM/2345">TS</a>]
00:39:10 ◼ ► quarter every time they also introduced more lower margin products right and [<a href="https://overcast.fm/+BtuzaztKM/2350">TS</a>]
00:39:17 ◼ ► they expressly admitted that the iPad Mini is yeah I love margin product by [<a href="https://overcast.fm/+BtuzaztKM/2357">TS</a>]
00:39:24 ◼ ► Apple's standards for profit margins are still selling and checking the numbers [<a href="https://overcast.fm/+BtuzaztKM/2364">TS</a>]
00:39:29 ◼ ► here but I'm pretty sure that everything other than max went up right [<a href="https://overcast.fm/+BtuzaztKM/2369">TS</a>]
00:39:36 ◼ ► more iPads or iPhones Macs were basically flat down just a tiny bit [<a href="https://overcast.fm/+BtuzaztKM/2376">TS</a>]
00:39:43 ◼ ► and iPods down but the right kind of disappearance share it but it's you know [<a href="https://overcast.fm/+BtuzaztKM/2383">TS</a>]
00:39:51 ◼ ► I think it's because you know what I also think is really big part of that is [<a href="https://overcast.fm/+BtuzaztKM/2391">TS</a>]
00:39:56 ◼ ► because of iPhone four years now the decline in iPod has been because people [<a href="https://overcast.fm/+BtuzaztKM/2396">TS</a>]
00:40:00 ◼ ► are buying iPhones and they're just using their iPhone everywhere they would [<a href="https://overcast.fm/+BtuzaztKM/2400">TS</a>]
00:40:03 ◼ ► use an iPod and I think the other nail in the coffin for the iPod line as the [<a href="https://overcast.fm/+BtuzaztKM/2403">TS</a>]
00:40:08 ◼ ► iPad Mini right cuz I think that the thing you buy for playing games and [<a href="https://overcast.fm/+BtuzaztKM/2408">TS</a>]
00:40:14 ◼ ► think there's an awful lot of people who maybe we're buying iPod Touches for for [<a href="https://overcast.fm/+BtuzaztKM/2414">TS</a>]
00:40:18 ◼ ► that and now they're just buying the minions so I don't really think the iPod [<a href="https://overcast.fm/+BtuzaztKM/2418">TS</a>]
00:40:24 ◼ ► anybody's really worried you know I don't say it's irrelevant but it's just [<a href="https://overcast.fm/+BtuzaztKM/2424">TS</a>]
00:40:29 ◼ ► it almost irrelevant it's no longer and it's not a very big slice of their [<a href="https://overcast.fm/+BtuzaztKM/2429">TS</a>]
00:40:35 ◼ ► revenue anyway and the iPad numbers are huge it went from like 11 points some [<a href="https://overcast.fm/+BtuzaztKM/2435">TS</a>]
00:40:40 ◼ ► million a quarter ago to 19.5 million almost twenty millions which is huge [<a href="https://overcast.fm/+BtuzaztKM/2440">TS</a>]
00:40:46 ◼ ► growth and I know yes that you know a big part of that is a lower margin [<a href="https://overcast.fm/+BtuzaztKM/2446">TS</a>]
00:40:50 ◼ ► profit lower profit margin iPad Mini but I still think that went out and they [<a href="https://overcast.fm/+BtuzaztKM/2450">TS</a>]
00:40:57 ◼ ► don't they don't reveal they don't say what the profit margins are on any [<a href="https://overcast.fm/+BtuzaztKM/2457">TS</a>]
00:41:00 ◼ ► individual product all they did was acknowledged it to lower than their [<a href="https://overcast.fm/+BtuzaztKM/2460">TS</a>]
00:41:03 ◼ ► usual standard I'll bet it's still better than almost anybody else in the [<a href="https://overcast.fm/+BtuzaztKM/2463">TS</a>]
00:41:07 ◼ ► industry gets for their tablets oh yeah most of these guys aren't even making [<a href="https://overcast.fm/+BtuzaztKM/2467">TS</a>]
00:41:12 ◼ ► anything after seven inch ones are basically being sold almost a cost for [<a href="https://overcast.fm/+BtuzaztKM/2472">TS</a>]
00:41:20 ◼ ► the hopes that people will buy movies and stuff so one thing that to me is [<a href="https://overcast.fm/+BtuzaztKM/2480">TS</a>]
00:41:25 ◼ ► interesting about that is if the iPad Mini is low margin and they said it is [<a href="https://overcast.fm/+BtuzaztKM/2485">TS</a>]
00:41:30 ◼ ► and it still costs more than what a lot of us were kind of expected to cost them [<a href="https://overcast.fm/+BtuzaztKM/2490">TS</a>]
00:41:35 ◼ ► into service 329 as the starting price and I know a lot of us before it came [<a href="https://overcast.fm/+BtuzaztKM/2495">TS</a>]
00:41:40 ◼ ► out weird kind of thinking they would it make maybe like 249 or something so aid [<a href="https://overcast.fm/+BtuzaztKM/2500">TS</a>]
00:41:47 ◼ ► how unrealistic where our predictions that it would only be two 4999 right [<a href="https://overcast.fm/+BtuzaztKM/2507">TS</a>]
00:41:53 ◼ ► people were thinking wow if Amazon has a hundred ninety-nine tablet Apple 599 [<a href="https://overcast.fm/+BtuzaztKM/2513">TS</a>]
00:41:57 ◼ ► tablet but if it's already low margin at 3:29 that was clearly we were vastly [<a href="https://overcast.fm/+BtuzaztKM/2517">TS</a>]
00:42:03 ◼ ► underestimated how much these things cost and NBA how how crappy or the [<a href="https://overcast.fm/+BtuzaztKM/2523">TS</a>]
00:42:09 ◼ ► tablets that other people make the do cost one night you said I didn't know [<a href="https://overcast.fm/+BtuzaztKM/2529">TS</a>]
00:42:17 ◼ ► that you are a buy a Kindle Fire and Nexus 7 but an exercise for my wife [<a href="https://overcast.fm/+BtuzaztKM/2537">TS</a>]
00:42:26 ◼ ► because she wanted something she she does the ipad is to the tenant shape it [<a href="https://overcast.fm/+BtuzaztKM/2546">TS</a>]
00:42:30 ◼ ► was too large for her to read in bed and she wanted something with a back-lit [<a href="https://overcast.fm/+BtuzaztKM/2550">TS</a>]
00:42:34 ◼ ► screen jury and I wanted to try it so I about the Nexus 7 and it was fine for [<a href="https://overcast.fm/+BtuzaztKM/2554">TS</a>]
00:42:43 ◼ ► her she basically used it for a few months for a reading device and plans [<a href="https://overcast.fm/+BtuzaztKM/2563">TS</a>]
00:42:49 ◼ ► you know basic games and it worked fine and then the iPad Mini came out and that [<a href="https://overcast.fm/+BtuzaztKM/2569">TS</a>]
00:43:00 ◼ ► was given to me so I got an iPad Mini and then I'd I took it I take the Nexus [<a href="https://overcast.fm/+BtuzaztKM/2580">TS</a>]
00:43:07 ◼ ► 7 and I was going to use it on my desk is just like a thing to play music and [<a href="https://overcast.fm/+BtuzaztKM/2587">TS</a>]
00:43:10 ◼ ► watch netflix on or something and I went to start it up and it was just it was [<a href="https://overcast.fm/+BtuzaztKM/2590">TS</a>]
00:43:17 ◼ ► completely completely dead and I tried to recharge it and it took an ad to plug [<a href="https://overcast.fm/+BtuzaztKM/2597">TS</a>]
00:43:22 ◼ ► it in and take more than 24 hours of charging for the thing to come back to [<a href="https://overcast.fm/+BtuzaztKM/2602">TS</a>]
00:43:29 ◼ ► and the battery and now I've reconditioned in a little bit and so the [<a href="https://overcast.fm/+BtuzaztKM/2609">TS</a>]
00:43:35 ◼ ► battery is better now than it was but it still is not you know it doesn't hold a [<a href="https://overcast.fm/+BtuzaztKM/2615">TS</a>]
00:43:40 ◼ ► charge that my pedals and it's only like oh yes and then I found out I did put it [<a href="https://overcast.fm/+BtuzaztKM/2620">TS</a>]
00:43:50 ◼ ► on my desk the sound was coming through when I put headphones on [<a href="https://overcast.fm/+BtuzaztKM/2630">TS</a>]
00:43:55 ◼ ► was just a scratchy because of interference from other my iPhone or we [<a href="https://overcast.fm/+BtuzaztKM/2635">TS</a>]
00:44:00 ◼ ► have a result is we're still on AT&T is it that we heard like yeah yeah it's [<a href="https://overcast.fm/+BtuzaztKM/2640">TS</a>]
00:44:06 ◼ ► like that yeah so basically they couldn't do what I wanted to do how hard [<a href="https://overcast.fm/+BtuzaztKM/2646">TS</a>]
00:44:16 ◼ ► that stuff is like late then never think about that but it used to be more of a [<a href="https://overcast.fm/+BtuzaztKM/2656">TS</a>]
00:44:19 ◼ ► problem with my consumer electronics that that we are those interference [<a href="https://overcast.fm/+BtuzaztKM/2659">TS</a>]
00:44:23 ◼ ► sounds and I yeah you pointing that out made me realize that I can't remember [<a href="https://overcast.fm/+BtuzaztKM/2663">TS</a>]
00:44:26 ◼ ► the last time I've had that problem I i cant either I seem to remember getting [<a href="https://overcast.fm/+BtuzaztKM/2666">TS</a>]
00:44:30 ◼ ► that a lot particularly doing stuff like this if I had my phone on the desk it [<a href="https://overcast.fm/+BtuzaztKM/2670">TS</a>]
00:44:35 ◼ ► would it would interfere was recording but that's another one of those things [<a href="https://overcast.fm/+BtuzaztKM/2675">TS</a>]
00:44:40 ◼ ► that Apple spends a lot of time in those those weird anabolic chambers in [<a href="https://overcast.fm/+BtuzaztKM/2680">TS</a>]
00:44:44 ◼ ► addition to testings like cell phone and why fights and tennis string they must [<a href="https://overcast.fm/+BtuzaztKM/2684">TS</a>]
00:44:50 ◼ ► go in there and work on cutting down the nets sort of interference yeah but I [<a href="https://overcast.fm/+BtuzaztKM/2690">TS</a>]
00:44:55 ◼ ► don't have it anymore I mean I've got my phone on the table I don't have a lot of [<a href="https://overcast.fm/+BtuzaztKM/2695">TS</a>]
00:45:01 ◼ ► stuff here at the desk with many as a TV I watch baseball games at Minute yeah so [<a href="https://overcast.fm/+BtuzaztKM/2701">TS</a>]
00:45:10 ◼ ► anyway there's a there's in my experience anecdotally there's there's a [<a href="https://overcast.fm/+BtuzaztKM/2710">TS</a>]
00:45:19 ◼ ► difference between a $200 device and $330 right and you know and you can say [<a href="https://overcast.fm/+BtuzaztKM/2719">TS</a>]
00:45:27 ◼ ► what you want about Apple's margins I know are a good friend Paul Theroux [<a href="https://overcast.fm/+BtuzaztKM/2727">TS</a>]
00:45:32 ◼ ► through it often makes the case that Apple's margins are immoral that it [<a href="https://overcast.fm/+BtuzaztKM/2732">TS</a>]
00:45:39 ◼ ► somehow immoral charged with people [<a href="https://overcast.fm/+BtuzaztKM/2739">TS</a>]
00:45:42 ◼ ► willing to pay the United States other people to that you know you should [<a href="https://overcast.fm/+BtuzaztKM/2742">TS</a>]
00:45:45 ◼ ► charge like a good honest 10 percent profit margin than I don't quite sure [<a href="https://overcast.fm/+BtuzaztKM/2745">TS</a>]
00:45:54 ◼ ► that logic there goes but if they admit that it's elope margin products selling [<a href="https://overcast.fm/+BtuzaztKM/2754">TS</a>]
00:46:03 ◼ ► at 3:29 in lets you know that the average price of an iPad Mini is [<a href="https://overcast.fm/+BtuzaztKM/2763">TS</a>]
00:46:06 ◼ ► probably more like 400 bucks because people get the cellular version or the [<a href="https://overcast.fm/+BtuzaztKM/2766">TS</a>]
00:46:10 ◼ ► 32 gigabyte version or something like that how it is and you know that Apple [<a href="https://overcast.fm/+BtuzaztKM/2770">TS</a>]
00:46:19 ◼ ► is very efficient and then making these things in great quantity right Apple has [<a href="https://overcast.fm/+BtuzaztKM/2779">TS</a>]
00:46:24 ◼ ► the best deals on flash memory the best deals on screen components because they [<a href="https://overcast.fm/+BtuzaztKM/2784">TS</a>]
00:46:28 ◼ ► make them you know they they sell the most of them so yeah there must be a [<a href="https://overcast.fm/+BtuzaztKM/2788">TS</a>]
00:46:31 ◼ ► huge drop-off in quality to sell something for 199 even if you're like [<a href="https://overcast.fm/+BtuzaztKM/2791">TS</a>]
00:46:37 ◼ ► Amazon and willing to do it at no profit because if the iPad Mini actually cost [<a href="https://overcast.fm/+BtuzaztKM/2797">TS</a>]
00:46:44 ◼ ► $199 to make then they wouldn't it would wouldn't they wouldn't be saying it as [<a href="https://overcast.fm/+BtuzaztKM/2804">TS</a>]
00:46:50 ◼ ► lower margins that Apple averages that would be like right in line I would be [<a href="https://overcast.fm/+BtuzaztKM/2810">TS</a>]
00:46:54 ◼ ► like 33 35 percent so it must cost more than $199 to make money while you think [<a href="https://overcast.fm/+BtuzaztKM/2814">TS</a>]
00:47:04 ◼ ► but then those guys at a company called they told me that the iPad Mini only [<a href="https://overcast.fm/+BtuzaztKM/2824">TS</a>]
00:47:11 ◼ ► cost me $17 those guys like every time you human bodies only made up of 90% [<a href="https://overcast.fm/+BtuzaztKM/2831">TS</a>]
00:47:19 ◼ ► water well let's get some water they always do that headlines every time like [<a href="https://overcast.fm/+BtuzaztKM/2839">TS</a>]
00:47:28 ◼ ► two days after an iPhone hit stores they take it apart [<a href="https://overcast.fm/+BtuzaztKM/2848">TS</a>]
00:47:30 ◼ ► cost $6 the base metals in the side door practically free and there's another one [<a href="https://overcast.fm/+BtuzaztKM/2850">TS</a>]
00:47:40 ◼ ► of those things where nobody ever takes apart anybody else's device and does [<a href="https://overcast.fm/+BtuzaztKM/2860">TS</a>]
00:47:44 ◼ ► that nobody ever says that you know these guys they do it but nobody ever [<a href="https://overcast.fm/+BtuzaztKM/2864">TS</a>]
00:47:51 ◼ ► says the Samsung Galaxy costs $7 components so here's my other thought I [<a href="https://overcast.fm/+BtuzaztKM/2871">TS</a>]
00:48:02 ◼ ► took away when I was listening to the call is another one of the note I made [<a href="https://overcast.fm/+BtuzaztKM/2882">TS</a>]
00:48:05 ◼ ► when I was listening to the conference call this week [<a href="https://overcast.fm/+BtuzaztKM/2885">TS</a>]
00:48:08 ◼ ► Tim Cook and his pals is that if it's a low margin thing and they're still [<a href="https://overcast.fm/+BtuzaztKM/2888">TS</a>]
00:48:14 ◼ ► talking about it being a little more thing I am not holding out hope for a [<a href="https://overcast.fm/+BtuzaztKM/2894">TS</a>]
00:48:17 ◼ ► retina iPad Mini this year that makes makes me think it's a next year type [<a href="https://overcast.fm/+BtuzaztKM/2897">TS</a>]
00:48:23 ◼ ► thing an especially good 22 points to make on that one is if it's already a [<a href="https://overcast.fm/+BtuzaztKM/2903">TS</a>]
00:48:29 ◼ ► low margin product it's like i three arguments I keep thinking of argument so [<a href="https://overcast.fm/+BtuzaztKM/2909">TS</a>]
00:48:35 ◼ ► first is the margins of its already low margin putting the really expensive [<a href="https://overcast.fm/+BtuzaztKM/2915">TS</a>]
00:48:39 ◼ ► Retina Display there's just gonna make it worse [<a href="https://overcast.fm/+BtuzaztKM/2919">TS</a>]
00:48:41 ◼ ► gonna do it number two it's clearly having it's clearly super popular they [<a href="https://overcast.fm/+BtuzaztKM/2921">TS</a>]
00:48:47 ◼ ► said it was popular they couldn't keep in stock the last quarter and it's [<a href="https://overcast.fm/+BtuzaztKM/2927">TS</a>]
00:48:51 ◼ ► affected you know it's clear that it's affected their average selling price on [<a href="https://overcast.fm/+BtuzaztKM/2931">TS</a>]
00:48:54 ◼ ► iPad because it's nothing out there is no other iPad that could be point in [<a href="https://overcast.fm/+BtuzaztKM/2934">TS</a>]
00:48:58 ◼ ► price down so its popular as is and then three when they added the retina display [<a href="https://overcast.fm/+BtuzaztKM/2938">TS</a>]
00:49:06 ◼ ► it regular iPad they made it thicker and heavier and I think they really [<a href="https://overcast.fm/+BtuzaztKM/2946">TS</a>]
00:49:11 ◼ ► regretted that I don't think they would do that with the many yea even just the [<a href="https://overcast.fm/+BtuzaztKM/2951">TS</a>]
00:49:17 ◼ ► name sort of makes that impossible and they kinda you know they had to do that [<a href="https://overcast.fm/+BtuzaztKM/2957">TS</a>]
00:49:21 ◼ ► to put a bigger battery in their powers all the extra graphic power to do four [<a href="https://overcast.fm/+BtuzaztKM/2961">TS</a>]
00:49:25 ◼ ► times the pixels as they don't sell they don't sell the iPad 2 still yeah they do [<a href="https://overcast.fm/+BtuzaztKM/2965">TS</a>]
00:49:36 ◼ ► the next time they do a product refresh what happens to that if they keep that [<a href="https://overcast.fm/+BtuzaztKM/2976">TS</a>]
00:49:39 ◼ ► slot there because I think the whole reason they kept around was that they [<a href="https://overcast.fm/+BtuzaztKM/2979">TS</a>]
00:49:44 ◼ ► weren't sure why the old iPad was selling was it that people wanted a [<a href="https://overcast.fm/+BtuzaztKM/2984">TS</a>]
00:49:50 ◼ ► cheaper iPad and didn't cheaper iPad but wanted to tenants eyes [<a href="https://overcast.fm/+BtuzaztKM/2990">TS</a>]
00:50:00 ◼ ► or was it the day just wanted a cheaper iPad and they're now they're buying the [<a href="https://overcast.fm/+BtuzaztKM/3000">TS</a>]
00:50:04 ◼ ► minions my god I think they kept around because they just didn't know I think it [<a href="https://overcast.fm/+BtuzaztKM/3004">TS</a>]
00:50:09 ◼ ► a little bit tell if they do the same thing like introduced a new generation [<a href="https://overcast.fm/+BtuzaztKM/3009">TS</a>]
00:50:14 ◼ ► of iPad and then keep the current generation 1 16 gigabyte model around at [<a href="https://overcast.fm/+BtuzaztKM/3014">TS</a>]
00:50:21 ◼ ► a low price point for people who do want the big size that are willing to buy [<a href="https://overcast.fm/+BtuzaztKM/3021">TS</a>]
00:50:28 ◼ ► the year before I guess they did that they would I i did it again this year it [<a href="https://overcast.fm/+BtuzaztKM/3028">TS</a>]
00:50:39 ◼ ► would they would take that one out and put the iPad for whatever we call the [<a href="https://overcast.fm/+BtuzaztKM/3039">TS</a>]
00:50:43 ◼ ► current ones and maybe I'm wrong [<a href="https://overcast.fm/+BtuzaztKM/3043">TS</a>]
00:50:45 ◼ ► yeah I know that the theory that I've heard and I don't remember where is that [<a href="https://overcast.fm/+BtuzaztKM/3045">TS</a>]
00:50:51 ◼ ► it's the it's the business iPad that a lot of companies buy it because it's [<a href="https://overcast.fm/+BtuzaztKM/3051">TS</a>]
00:50:58 ◼ ► cheaper but they want a larger screen but they don't care if its Retina [<a href="https://overcast.fm/+BtuzaztKM/3058">TS</a>]
00:51:02 ◼ ► Display like the fleet ones right at guys like if they've setting up a thing [<a href="https://overcast.fm/+BtuzaztKM/3062">TS</a>]
00:51:06 ◼ ► in a warehouse where the guy walking around me be carrying an iPad instead of [<a href="https://overcast.fm/+BtuzaztKM/3066">TS</a>]
00:51:10 ◼ ► a clipboard now you know it might get banged up and stuff like that who did on [<a href="https://overcast.fm/+BtuzaztKM/3070">TS</a>]
00:51:16 ◼ ► they don't care it's not like a personal device that you get from the company too [<a href="https://overcast.fm/+BtuzaztKM/3076">TS</a>]
00:51:19 ◼ ► late uses your device it's like a part of the work environment you're saying [<a href="https://overcast.fm/+BtuzaztKM/3079">TS</a>]
00:51:23 ◼ ► something like that yeah I mean or just where I don't point of sale terminals [<a href="https://overcast.fm/+BtuzaztKM/3083">TS</a>]
00:51:29 ◼ ► right yeah that's true I don't even think about that actually got me most of [<a href="https://overcast.fm/+BtuzaztKM/3089">TS</a>]
00:51:33 ◼ ► my my vision of this is colored by what my experience was where we were working [<a href="https://overcast.fm/+BtuzaztKM/3093">TS</a>]
00:51:38 ◼ ► where they were talking about rolling these out to deliver reporting because [<a href="https://overcast.fm/+BtuzaztKM/3098">TS</a>]
00:51:43 ◼ ► for years we we were still putting everything in PDFs and then a lot of the [<a href="https://overcast.fm/+BtuzaztKM/3103">TS</a>]
00:51:49 ◼ ► executives in they would end up printing [<a href="https://overcast.fm/+BtuzaztKM/3109">TS</a>]
00:51:54 ◼ ► we're giving them to you electronically to get PDF will deliver a near your [<a href="https://overcast.fm/+BtuzaztKM/3114">TS</a>]
00:52:01 ◼ ► inbox or its on this website you can go to to know they would get the PDF and [<a href="https://overcast.fm/+BtuzaztKM/3121">TS</a>]
00:52:07 ◼ ► then they print them out like ok well that's a waste when we give them I beds [<a href="https://overcast.fm/+BtuzaztKM/3127">TS</a>]
00:52:12 ◼ ► because you know that pays for itself as opposed to the printing I guess so but I [<a href="https://overcast.fm/+BtuzaztKM/3132">TS</a>]
00:52:18 ◼ ► do you know that the one that they're giving up though it's not really that [<a href="https://overcast.fm/+BtuzaztKM/3138">TS</a>]
00:52:21 ◼ ► night giving out but does the low-cost full-size iPad is not written right to [<a href="https://overcast.fm/+BtuzaztKM/3141">TS</a>]
00:52:28 ◼ ► die I can't wait I just feel like you know and again it's gonna be awhile [<a href="https://overcast.fm/+BtuzaztKM/3148">TS</a>]
00:52:33 ◼ ► because I do think I I expect I would love love love to be wrong is one of [<a href="https://overcast.fm/+BtuzaztKM/3153">TS</a>]
00:52:39 ◼ ► those things where if I'm wrong I will actually be a delighted and I'll be in [<a href="https://overcast.fm/+BtuzaztKM/3159">TS</a>]
00:52:43 ◼ ► line to buy one if they come out with a Retina iPad Mini this year would be [<a href="https://overcast.fm/+BtuzaztKM/3163">TS</a>]
00:52:47 ◼ ► great yeah but i dont expected but that means that you know developers are going [<a href="https://overcast.fm/+BtuzaztKM/3167">TS</a>]
00:52:52 ◼ ► to be supporting non-threatening iPads for a while because I think they're [<a href="https://overcast.fm/+BtuzaztKM/3172">TS</a>]
00:52:57 ◼ ► gonna be selling nan Ren iPads at least until 2014 but I would love to see him [<a href="https://overcast.fm/+BtuzaztKM/3177">TS</a>]
00:53:05 ◼ ► get rid of all the last nine read the full-size iPad yeah just a few [<a href="https://overcast.fm/+BtuzaztKM/3185">TS</a>]
00:53:15 ◼ ► it doesn't hurt me but I just can't wait to get to the world where all of [<a href="https://overcast.fm/+BtuzaztKM/3195">TS</a>]
00:53:20 ◼ ► yeah I want right now I max all of the laptops all the MacBooks to be read all [<a href="https://overcast.fm/+BtuzaztKM/3200">TS</a>]
00:53:25 ◼ ► the iPad's all the iPhones it so the iPhones the first one to go [<a href="https://overcast.fm/+BtuzaztKM/3205">TS</a>]
00:53:29 ◼ ► already was the first one you can't buy one that's not right now I just think it [<a href="https://overcast.fm/+BtuzaztKM/3209">TS</a>]
00:53:34 ◼ ► is going to be a total win for everybody when everything's and then you don't [<a href="https://overcast.fm/+BtuzaztKM/3214">TS</a>]
00:53:38 ◼ ► have to worry about when you're making a website or making an appt you don't have [<a href="https://overcast.fm/+BtuzaztKM/3218">TS</a>]
00:53:43 ◼ ► to worry about doing to to set the graphics and you know we've picked this [<a href="https://overcast.fm/+BtuzaztKM/3223">TS</a>]
00:53:47 ◼ ► great custom web fund and we don't have to pick from Verdun in Georgia anymore [<a href="https://overcast.fm/+BtuzaztKM/3227">TS</a>]
00:53:51 ◼ ► and it looks beautiful and it's great and all let's go see what it looks like [<a href="https://overcast.fm/+BtuzaztKM/3231">TS</a>]
00:53:56 ◼ ► no you can't read it terrible it's you know it's a huge pain in the ass I think [<a href="https://overcast.fm/+BtuzaztKM/3236">TS</a>]
00:54:04 ◼ ► especially that the retina the non-revenue Bigz die pad cuz it's only [<a href="https://overcast.fm/+BtuzaztKM/3244">TS</a>]
00:54:10 ◼ ► like a hundred and thirty-three pixels per inch it's like really kind of stands [<a href="https://overcast.fm/+BtuzaztKM/3250">TS</a>]
00:54:14 ◼ ► out on ya so what were the other numbers from the Corso the Mac one i think is [<a href="https://overcast.fm/+BtuzaztKM/3254">TS</a>]
00:54:22 ◼ ► interesting is max Elsword a little bit down slightly down reporter oh this is [<a href="https://overcast.fm/+BtuzaztKM/3262">TS</a>]
00:54:28 ◼ ► going to the verge this is one of my favorite little by little Apple AAPL [<a href="https://overcast.fm/+BtuzaztKM/3268">TS</a>]
00:54:33 ◼ ► fairness radar so when the verge reported apple's results iPhone sales [<a href="https://overcast.fm/+BtuzaztKM/3273">TS</a>]
00:54:41 ◼ ► went from 35 million 237 million year over year they they called that flat [<a href="https://overcast.fm/+BtuzaztKM/3281">TS</a>]
00:54:48 ◼ ► iPhone sales were flat and Mac sales went from four million to 3.95 million [<a href="https://overcast.fm/+BtuzaztKM/3288">TS</a>]
00:55:01 ◼ ► flying magazine and I think Tim Cook really emphasize this it's in the face [<a href="https://overcast.fm/+BtuzaztKM/3301">TS</a>]
00:55:12 ◼ ► of the whole PC industry declining 14% year over year which is like kind of [<a href="https://overcast.fm/+BtuzaztKM/3312">TS</a>]
00:55:20 ◼ ► terrifying if if you're in the PC industry so it's in like one of those [<a href="https://overcast.fm/+BtuzaztKM/3320">TS</a>]
00:55:27 ◼ ► weird ways where it's like in a way it's kind of up like if the whole industry [<a href="https://overcast.fm/+BtuzaztKM/3327">TS</a>]
00:55:32 ◼ ► was down 14 percent and you were only down 1.2% we're in the face of an [<a href="https://overcast.fm/+BtuzaztKM/3332">TS</a>]
00:55:40 ◼ ► industry that was down 14 percent so that's kind of a win [<a href="https://overcast.fm/+BtuzaztKM/3340">TS</a>]
00:55:45 ◼ ► well I guess it increases their share and it continues that street where they [<a href="https://overcast.fm/+BtuzaztKM/3345">TS</a>]
00:55:51 ◼ ► outgrew the industry I guess it's weird you can't really call it out growing but [<a href="https://overcast.fm/+BtuzaztKM/3351">TS</a>]
00:55:55 ◼ ► they outpaced the industry you know fruit something like every single order [<a href="https://overcast.fm/+BtuzaztKM/3355">TS</a>]
00:56:00 ◼ ► for eight consecutive years you know they're still outpacing the PC industry [<a href="https://overcast.fm/+BtuzaztKM/3360">TS</a>]
00:56:06 ◼ ► are doing better than everybody else yeah and what was last look and see what [<a href="https://overcast.fm/+BtuzaztKM/3366">TS</a>]
00:56:13 ◼ ► last year's results were if they were in order high five million yeah yeah it was [<a href="https://overcast.fm/+BtuzaztKM/3373">TS</a>]
00:56:27 ◼ ► a it was sort of an average quarter it's just that's the way this is going [<a href="https://overcast.fm/+BtuzaztKM/3387">TS</a>]
00:56:34 ◼ ► price and you know and and call it cannibalization if you want but I think [<a href="https://overcast.fm/+BtuzaztKM/3394">TS</a>]
00:56:40 ◼ ► it's more of this transition from PCs deposed PCs but I just really think that [<a href="https://overcast.fm/+BtuzaztKM/3400">TS</a>]
00:56:44 ◼ ► a lot of this you know from the high-water mark of 5 million Macs order [<a href="https://overcast.fm/+BtuzaztKM/3404">TS</a>]
00:56:49 ◼ ► everybody knows I mean they've been saying Apple has been saying this for [<a href="https://overcast.fm/+BtuzaztKM/3409">TS</a>]
00:56:53 ◼ ► years I mean I think even since before even the iPhone came out that looked the [<a href="https://overcast.fm/+BtuzaztKM/3413">TS</a>]
00:56:58 ◼ ► this industry is shifting towards laptops laptops are you know that the [<a href="https://overcast.fm/+BtuzaztKM/3418">TS</a>]
00:57:04 ◼ ► the main max now are the MacBooks you know [<a href="https://overcast.fm/+BtuzaztKM/3424">TS</a>]
00:57:07 ◼ ► the iMac and Mac Pro and Mac Mini and stuff for sort of the the niche max [<a href="https://overcast.fm/+BtuzaztKM/3427">TS</a>]
00:57:13 ◼ ► because everybody know that's just the numbers the numbers don't lie and i [<a href="https://overcast.fm/+BtuzaztKM/3433">TS</a>]
00:57:18 ◼ ► think thats why the iPad is is more easily cannibalizing PC sales now than [<a href="https://overcast.fm/+BtuzaztKM/3438">TS</a>]
00:57:23 ◼ ► it would have ten years ago because it's replacing laptops whereas if you really [<a href="https://overcast.fm/+BtuzaztKM/3443">TS</a>]
00:57:29 ◼ ► thought you needed an iMac the iPod isn't even really something you're gonna [<a href="https://overcast.fm/+BtuzaztKM/3449">TS</a>]
00:57:33 ◼ ► think about you know if you really are thinking I had want this giant 27 inch [<a href="https://overcast.fm/+BtuzaztKM/3453">TS</a>]
00:57:37 ◼ ► display and I really want a lot of RAM and I'm gonna be doing these demanding [<a href="https://overcast.fm/+BtuzaztKM/3457">TS</a>]
00:57:42 ◼ ► things that I need you know SuperPro computer for you know the iPad isn't [<a href="https://overcast.fm/+BtuzaztKM/3462">TS</a>]
00:57:47 ◼ ► that but if you're thinking hey I was gonna get an 11 inch MacBook Air when I [<a href="https://overcast.fm/+BtuzaztKM/3467">TS</a>]
00:57:51 ◼ ► just buy an iPad instead I think there's an awful lot of people who are doing [<a href="https://overcast.fm/+BtuzaztKM/3471">TS</a>]
00:57:54 ◼ ► that i think thats how you go from 11 million to 20 million iPads in the [<a href="https://overcast.fm/+BtuzaztKM/3474">TS</a>]
00:57:59 ◼ ► quarter yeah do you think you spent [<a href="https://overcast.fm/+BtuzaztKM/3479">TS</a>]
00:58:03 ◼ ► examples as this but I was kind of wondering if people are spending more [<a href="https://overcast.fm/+BtuzaztKM/3483">TS</a>]
00:58:08 ◼ ► now than they used to I guess people in general probably spending more now than [<a href="https://overcast.fm/+BtuzaztKM/3488">TS</a>]
00:58:12 ◼ ► they used to on computer devices more money or more times more money they used [<a href="https://overcast.fm/+BtuzaztKM/3492">TS</a>]
00:58:21 ◼ ► to be more expensive very quick very often I i've never really I've always [<a href="https://overcast.fm/+BtuzaztKM/3501">TS</a>]
00:58:27 ◼ ► liked to use my Mac until they feel way too slow and then I get a new one and [<a href="https://overcast.fm/+BtuzaztKM/3507">TS</a>]
00:58:32 ◼ ► it's like wow really improve this my desktop Mac is still a 2008 I you know [<a href="https://overcast.fm/+BtuzaztKM/3512">TS</a>]
00:58:39 ◼ ► the time that's best MacBook Pro you could buy but it's you know by today's [<a href="https://overcast.fm/+BtuzaztKM/3519">TS</a>]
00:58:44 ◼ ► standards I think its engine yeah yeah [<a href="https://overcast.fm/+BtuzaztKM/3524">TS</a>]
00:58:49 ◼ ► but we buy more devices I do you know if I pass by US I pets I have to give them [<a href="https://overcast.fm/+BtuzaztKM/3529">TS</a>]
00:58:56 ◼ ► away right right and we end phones and smart but we used to spend all the [<a href="https://overcast.fm/+BtuzaztKM/3536">TS</a>]
00:59:03 ◼ ► computers used to be much more expensive right that's the other thing too is [<a href="https://overcast.fm/+BtuzaztKM/3543">TS</a>]
00:59:07 ◼ ► routinely spend $2,000 $3,000 right you buy a Mac MacBook we'd like 2500 bucks [<a href="https://overcast.fm/+BtuzaztKM/3547">TS</a>]
00:59:19 ◼ ► to get in the door almost getting 1024 by 768 that are pretty quick let me [<a href="https://overcast.fm/+BtuzaztKM/3559">TS</a>]
00:59:30 ◼ ► thank the second sponsor before ok here I guess our second sponsor is great very [<a href="https://overcast.fm/+BtuzaztKM/3570">TS</a>]
00:59:35 ◼ ► excited their first time sponsor for the show and it's a glue I G L 00 just like [<a href="https://overcast.fm/+BtuzaztKM/3575">TS</a>]
00:59:40 ◼ ► the glue is an internet you actually like I know you say internet and I i [<a href="https://overcast.fm/+BtuzaztKM/3580">TS</a>]
00:59:50 ◼ ► hear 1997 and that's exactly what they've set out to like rethink and [<a href="https://overcast.fm/+BtuzaztKM/3590">TS</a>]
00:59:56 ◼ ► replace is the the whole idea of a private sharing website for your company [<a href="https://overcast.fm/+BtuzaztKM/3596">TS</a>]
01:00:04 ◼ ► your team your team within the company whatever you want to do but something [<a href="https://overcast.fm/+BtuzaztKM/3604">TS</a>]
01:00:09 ◼ ► private you is just great you can upload and share documents but you can also [<a href="https://overcast.fm/+BtuzaztKM/3609">TS</a>]
01:00:13 ◼ ► create content with their absolute built into the system they've got out through [<a href="https://overcast.fm/+BtuzaztKM/3613">TS</a>]
01:00:18 ◼ ► blogging shared calendars forums they have their own little twitter-like [<a href="https://overcast.fm/+BtuzaztKM/3618">TS</a>]
01:00:23 ◼ ► micro-blog corporate week he's not think about that if you had a team or a [<a href="https://overcast.fm/+BtuzaztKM/3623">TS</a>]
01:00:28 ◼ ► company how great would it be to have your own little private Twitter where [<a href="https://overcast.fm/+BtuzaztKM/3628">TS</a>]
01:00:32 ◼ ► everybody can post little twitter-like status messages but you're not you know [<a href="https://overcast.fm/+BtuzaztKM/3632">TS</a>]
01:00:36 ◼ ► do you know that it's private because it's completely within your own company [<a href="https://overcast.fm/+BtuzaztKM/3636">TS</a>]
01:00:40 ◼ ► and a general model thing you're not risking sharing [<a href="https://overcast.fm/+BtuzaztKM/3640">TS</a>]
01:00:43 ◼ ► details are secrets with the outside world that would be fantastic [<a href="https://overcast.fm/+BtuzaztKM/3643">TS</a>]
01:00:48 ◼ ► well that's what it gives you it's easy to work with your team because they've [<a href="https://overcast.fm/+BtuzaztKM/3648">TS</a>]
01:00:52 ◼ ► collaboration tools built in commenting their version control you can add [<a href="https://overcast.fm/+BtuzaztKM/3652">TS</a>]
01:00:58 ◼ ► mention your co-workers again just like your own little private version of [<a href="https://overcast.fm/+BtuzaztKM/3658">TS</a>]
01:01:03 ◼ ► Twitter and its secured they totally into the whole enterprise security thing [<a href="https://overcast.fm/+BtuzaztKM/3663">TS</a>]
01:01:09 ◼ ► and they've got client big big clients RSA kimberly-clark kimberly-clark there [<a href="https://overcast.fm/+BtuzaztKM/3669">TS</a>]
01:01:14 ◼ ► the tissue people right they make kleenex IDC and the main reason you're [<a href="https://overcast.fm/+BtuzaztKM/3674">TS</a>]
01:01:19 ◼ ► gonna love the platform if you're the sort of person who works you know you're [<a href="https://overcast.fm/+BtuzaztKM/3679">TS</a>]
01:01:23 ◼ ► the decision maker you're the nerd at the company is in charge of something [<a href="https://overcast.fm/+BtuzaztKM/3683">TS</a>]
01:01:26 ◼ ► like this right you're gonna love it because you can configure the whole [<a href="https://overcast.fm/+BtuzaztKM/3686">TS</a>]
01:01:29 ◼ ► thing with drag-and-drop widgets anybody could do it right you just set this [<a href="https://overcast.fm/+BtuzaztKM/3689">TS</a>]
01:01:33 ◼ ► thing up and you just drag the things you want to use up take things you don't [<a href="https://overcast.fm/+BtuzaztKM/3693">TS</a>]
01:01:37 ◼ ► want to use down look at all of its great and if you're even more technical [<a href="https://overcast.fm/+BtuzaztKM/3697">TS</a>]
01:01:42 ◼ ► it's great for you to everything is 100% customizable the whole igloo website [<a href="https://overcast.fm/+BtuzaztKM/3702">TS</a>]
01:01:49 ◼ ► is built using their platform right it's the whole eating your own dog food thing [<a href="https://overcast.fm/+BtuzaztKM/3709">TS</a>]
01:01:53 ◼ ► so when you check out the software realized that they're using a glue to [<a href="https://overcast.fm/+BtuzaztKM/3713">TS</a>]
01:01:58 ◼ ► build the talk to the public website that you're seeing you have full control [<a href="https://overcast.fm/+BtuzaztKM/3718">TS</a>]
01:02:03 ◼ ► over the CSS you can inject global per page JavaScript in there anything you [<a href="https://overcast.fm/+BtuzaztKM/3723">TS</a>]
01:02:09 ◼ ► can do is a nerd you could you'd want to do you can do and they even have an open [<a href="https://overcast.fm/+BtuzaztKM/3729">TS</a>]
01:02:14 ◼ ► API so you can bring content into or out of it from other sources like you could [<a href="https://overcast.fm/+BtuzaztKM/3734">TS</a>]
01:02:19 ◼ ► bring in the actual Twitter from the public where you can get a 30 day free [<a href="https://overcast.fm/+BtuzaztKM/3739">TS</a>]
01:02:27 ◼ ► you go to a clue software dot com slash the talk-show igloo software dot com [<a href="https://overcast.fm/+BtuzaztKM/3747">TS</a>]
01:02:33 ◼ ► slash the talk show and as a side note this is great and I've already seen [<a href="https://overcast.fm/+BtuzaztKM/3753">TS</a>]
01:02:38 ◼ ► cheated they've already shown them to me but they've got a bunch of videos [<a href="https://overcast.fm/+BtuzaztKM/3758">TS</a>]
01:02:41 ◼ ► sandwich videos and they're coming out soon I think I think they might actually [<a href="https://overcast.fm/+BtuzaztKM/3761">TS</a>]
01:02:49 ◼ ► be there by the time this episode airs at least the first one and it's really [<a href="https://overcast.fm/+BtuzaztKM/3769">TS</a>]
01:02:55 ◼ ► is spoiling my gonna say damn about it but i i laughed and I thought my God [<a href="https://overcast.fm/+BtuzaztKM/3775">TS</a>]
01:03:02 ◼ ► made me want to create my own software companies so that I could have a [<a href="https://overcast.fm/+BtuzaztKM/3782">TS</a>]
01:03:07 ◼ ► sandwich video that I anybody who hires a sandwich for you you know that it's a [<a href="https://overcast.fm/+BtuzaztKM/3787">TS</a>]
01:03:12 ◼ ► good product so at least go check them out to see the same which video and the [<a href="https://overcast.fm/+BtuzaztKM/3792">TS</a>]
01:03:16 ◼ ► sandwich it's gonna have you signing up you get a 30 day free trial so why not [<a href="https://overcast.fm/+BtuzaztKM/3796">TS</a>]
01:03:22 ◼ ► sign up checking out these guys have also sponsored by say and the past and [<a href="https://overcast.fm/+BtuzaztKM/3802">TS</a>]
01:03:27 ◼ ► every time they do I always think I wish I had this when I was working I T [<a href="https://overcast.fm/+BtuzaztKM/3807">TS</a>]
01:03:34 ◼ ► because we had all these problems yeah it's it is it's absolutely you know I [<a href="https://overcast.fm/+BtuzaztKM/3814">TS</a>]
01:03:41 ◼ ► checked out it's really really good stuff really they've clearly thought [<a href="https://overcast.fm/+BtuzaztKM/3821">TS</a>]
01:03:44 ◼ ► this thing it's like hey let's make something that people like a real usable [<a href="https://overcast.fm/+BtuzaztKM/3824">TS</a>]
01:03:56 ◼ ► yeah my kids to love the check mark [<a href="https://overcast.fm/+BtuzaztKM/3836">TS</a>]
01:03:59 ◼ ► remember that one which one was that the guy the sort of announcer guy that [<a href="https://overcast.fm/+BtuzaztKM/3839">TS</a>]
01:04:07 ◼ ► follows him around with a funny accent yeah it was good I like the twenty [<a href="https://overcast.fm/+BtuzaztKM/3847">TS</a>]
01:04:14 ◼ ► different they did for cronica yeah good Jonas really hung on that one too and he [<a href="https://overcast.fm/+BtuzaztKM/3854">TS</a>]
01:04:23 ◼ ► kept asking why do you why do you always punched the eagle [<a href="https://overcast.fm/+BtuzaztKM/3863">TS</a>]
01:04:30 ◼ ► the other thing that Tim Cook talked about was new products yes not until [<a href="https://overcast.fm/+BtuzaztKM/3870">TS</a>]
01:04:41 ◼ ► fall but he said not until fall but in the fall and then throughout 2014 and I [<a href="https://overcast.fm/+BtuzaztKM/3881">TS</a>]
01:04:52 ◼ ► saw so I don't know if it was unusual to say that they usually don't say a damn [<a href="https://overcast.fm/+BtuzaztKM/3892">TS</a>]
01:04:58 ◼ ► thing about when you should expect anything now and I think that it's [<a href="https://overcast.fm/+BtuzaztKM/3898">TS</a>]
01:05:01 ◼ ► gotten to the point with the stock price being depressed that they want to set [<a href="https://overcast.fm/+BtuzaztKM/3901">TS</a>]
01:05:04 ◼ ► accurate and reasonable expectations I think that's also why they've switched [<a href="https://overcast.fm/+BtuzaztKM/3904">TS</a>]
01:05:09 ◼ ► to instead of severely low balling their forecasts being pretty accurate for [<a href="https://overcast.fm/+BtuzaztKM/3909">TS</a>]
01:05:16 ◼ ► about a year now I feel like they feel like by being accurate and a little bit [<a href="https://overcast.fm/+BtuzaztKM/3916">TS</a>]
01:05:21 ◼ ► forthright about what to expect it will hopefully inject some sanity into the [<a href="https://overcast.fm/+BtuzaztKM/3921">TS</a>]
01:05:27 ◼ ► stock market right so don't expect a new iPhone in June at WABC and they sorted [<a href="https://overcast.fm/+BtuzaztKM/3927">TS</a>]
01:05:35 ◼ ► out last year to win the WBC last year there you know Apple PR put it out there [<a href="https://overcast.fm/+BtuzaztKM/3935">TS</a>]
01:05:44 ◼ ► i mean there wasn't even a whisper campaign but they pretty much put out [<a href="https://overcast.fm/+BtuzaztKM/3944">TS</a>]
01:05:49 ◼ ► there that this year's WWDC is going to be about software and read between the [<a href="https://overcast.fm/+BtuzaztKM/3949">TS</a>]
01:05:57 ◼ ► lines and that it means therefore there is not going to be new hardware so they [<a href="https://overcast.fm/+BtuzaztKM/3957">TS</a>]
01:06:01 ◼ ► did last year they didn't quite come out and say there's no new hardware but they [<a href="https://overcast.fm/+BtuzaztKM/3961">TS</a>]
01:06:04 ◼ ► said WWDC is going to be all about software right it was because it was the [<a href="https://overcast.fm/+BtuzaztKM/3964">TS</a>]
01:06:09 ◼ ► year before that they didn't say anything right and then the rest in [<a href="https://overcast.fm/+BtuzaztKM/3969">TS</a>]
01:06:14 ◼ ► crime out until October and everybody was pulling their hair and right [<a href="https://overcast.fm/+BtuzaztKM/3974">TS</a>]
01:06:17 ◼ ► everybody likes there were like when the keynote is over everybody's filing out [<a href="https://overcast.fm/+BtuzaztKM/3977">TS</a>]
01:06:22 ◼ ► of the room there were people screaming and pulling hair out of their heads [<a href="https://overcast.fm/+BtuzaztKM/3982">TS</a>]
01:06:26 ◼ ► screaming where people are panicking as though the building run [<a href="https://overcast.fm/+BtuzaztKM/3986">TS</a>]
01:06:31 ◼ ► there was no I for one of my other favorite things of the last week or two [<a href="https://overcast.fm/+BtuzaztKM/3991">TS</a>]
01:06:39 ◼ ► of insane Apple coverage was the I think it was the wall street journal one of [<a href="https://overcast.fm/+BtuzaztKM/3999">TS</a>]
01:06:45 ◼ ► them was in the wall street journal or Reuters are one of them voted an analyst [<a href="https://overcast.fm/+BtuzaztKM/4005">TS</a>]
01:06:50 ◼ ► from from Samsung Samsung finance Samsung forget the name of it but its [<a href="https://overcast.fm/+BtuzaztKM/4010">TS</a>]
01:06:58 ◼ ► wholly owned subsidiary of Samsung financial coming they quoted from [<a href="https://overcast.fm/+BtuzaztKM/4018">TS</a>]
01:07:05 ◼ ► Samsung who said that the iPhone was scheduled for June or July and is now [<a href="https://overcast.fm/+BtuzaztKM/4025">TS</a>]
01:07:11 ◼ ► going to be late I from samsung says it it must be true [<a href="https://overcast.fm/+BtuzaztKM/4031">TS</a>]
01:07:18 ◼ ► what kind of what kind of biases you know certainly nothing wrong with that [<a href="https://overcast.fm/+BtuzaztKM/4038">TS</a>]
01:07:25 ◼ ► here's my here's my thing is the third paragraph from jungle lee's report for [<a href="https://overcast.fm/+BtuzaztKM/4045">TS</a>]
01:07:33 ◼ ► bloomberg I'm sorry to The Wall Street Journal and Reuters Bloomberg but I knew [<a href="https://overcast.fm/+BtuzaztKM/4053">TS</a>]
01:07:37 ◼ ► it was one of those guys it was LG Display profit misses estimates on [<a href="https://overcast.fm/+BtuzaztKM/4057">TS</a>]
01:07:41 ◼ ► stalling Apple's sales Apple is losing dominant this is the quote Apple is [<a href="https://overcast.fm/+BtuzaztKM/4061">TS</a>]
01:07:47 ◼ ► losing dominance and will likely delay launching a successor to the iPhone [<a href="https://overcast.fm/+BtuzaztKM/4067">TS</a>]
01:07:52 ◼ ► until at least September show an analyst for seoul-based Samsung securities [<a href="https://overcast.fm/+BtuzaztKM/4072">TS</a>]
01:07:57 ◼ ► companies like a bonus this year is gonna be huge but somebody had Twitter [<a href="https://overcast.fm/+BtuzaztKM/4077">TS</a>]
01:08:08 ◼ ► post it to be coca-cola taste like dog urine sample [<a href="https://overcast.fm/+BtuzaztKM/4088">TS</a>]
01:08:20 ◼ ► stock down right where you at last week UN mike lupica lot Michael we're talking [<a href="https://overcast.fm/+BtuzaztKM/4100">TS</a>]
01:08:33 ◼ ► about the rumors of what we might expect yeah actually working on something for [<a href="https://overcast.fm/+BtuzaztKM/4113">TS</a>]
01:08:42 ◼ ► teasing teasing something will come out next week but just that you guys like [<a href="https://overcast.fm/+BtuzaztKM/4122">TS</a>]
01:08:51 ◼ ► everybody seems to have the same kind of feeling just that no ones that excited [<a href="https://overcast.fm/+BtuzaztKM/4131">TS</a>]
01:08:56 ◼ ► about what we heard about the rumors are cheaper iPhone television and watch yeah [<a href="https://overcast.fm/+BtuzaztKM/4136">TS</a>]
01:09:09 ◼ ► and and my point is kind of that that to a certain degree or four 4 first first [<a href="https://overcast.fm/+BtuzaztKM/4149">TS</a>]
01:09:17 ◼ ► of all the rumor devices that we had previously the type you know the tablet [<a href="https://overcast.fm/+BtuzaztKM/4157">TS</a>]
01:09:24 ◼ ► the phone and the set-top box were like the big three devices of the previous [<a href="https://overcast.fm/+BtuzaztKM/4164">TS</a>]
01:09:30 ◼ ► decade but we had those for a decade that stuff that stuff got started some [<a href="https://overcast.fm/+BtuzaztKM/4170">TS</a>]
01:09:37 ◼ ► of that stuff get started in the late nineties [<a href="https://overcast.fm/+BtuzaztKM/4177">TS</a>]
01:09:40 ◼ ► and we had a long time to think about that stuff before it came out are you [<a href="https://overcast.fm/+BtuzaztKM/4180">TS</a>]
01:09:46 ◼ ► saying that other companies had like cell phones since the nineties or you're [<a href="https://overcast.fm/+BtuzaztKM/4186">TS</a>]
01:09:50 ◼ ► saying that no I'm the rumors rumors that Apple at least the rumors about [<a href="https://overcast.fm/+BtuzaztKM/4190">TS</a>]
01:09:59 ◼ ► tablet and at least the tablet in the in the set-top box yeah they back that far [<a href="https://overcast.fm/+BtuzaztKM/4199">TS</a>]
01:10:05 ◼ ► the phone gotta get started a little bit later and then the other thing I was [<a href="https://overcast.fm/+BtuzaztKM/4205">TS</a>]
01:10:09 ◼ ► thinking is that even though I mean even then people will didn't necessarily [<a href="https://overcast.fm/+BtuzaztKM/4209">TS</a>]
01:10:16 ◼ ► think that they would be that great that Apple would have that much too I mean I [<a href="https://overcast.fm/+BtuzaztKM/4216">TS</a>]
01:10:22 ◼ ► know people who really like Apple who didn't think that really was gonna bring [<a href="https://overcast.fm/+BtuzaztKM/4222">TS</a>]
01:10:27 ◼ ► that much to a phone so on the other hand the other difference I see too [<a href="https://overcast.fm/+BtuzaztKM/4227">TS</a>]
01:10:32 ◼ ► though is that there were there was there were a lot of people said I don't [<a href="https://overcast.fm/+BtuzaztKM/4232">TS</a>]
01:10:36 ◼ ► see what I was going to be a new phone but there was also the large consensus [<a href="https://overcast.fm/+BtuzaztKM/4236">TS</a>]
01:10:39 ◼ ► that all phone sucked yes right that my god these phones are terrible especially [<a href="https://overcast.fm/+BtuzaztKM/4239">TS</a>]
01:10:45 ◼ ► phones that tried to do anything more than just be friends and nothing more [<a href="https://overcast.fm/+BtuzaztKM/4245">TS</a>]
01:10:53 ◼ ► anything that they were abysmal so there is this consensus oh my god this is [<a href="https://overcast.fm/+BtuzaztKM/4253">TS</a>]
01:10:58 ◼ ► horrible and Apple com rescuers whereas i det why I think there's so little [<a href="https://overcast.fm/+BtuzaztKM/4258">TS</a>]
01:11:02 ◼ ► excitement about right watches for example like nobody is saying my god I [<a href="https://overcast.fm/+BtuzaztKM/4262">TS</a>]
01:11:06 ◼ ► can't find a good what I can find a wide [<a href="https://overcast.fm/+BtuzaztKM/4266">TS</a>]
01:11:11 ◼ ► yeah but as you've noted it may not be a watch it all right I think that's the [<a href="https://overcast.fm/+BtuzaztKM/4271">TS</a>]
01:11:18 ◼ ► best way to think of it if it's any truth to it is that something that you [<a href="https://overcast.fm/+BtuzaztKM/4278">TS</a>]
01:11:23 ◼ ► might where you might even wear it on your wrist but I don't think is the [<a href="https://overcast.fm/+BtuzaztKM/4283">TS</a>]
01:11:27 ◼ ► right way and it's probably true in hindsight that you shouldn't think of [<a href="https://overcast.fm/+BtuzaztKM/4287">TS</a>]
01:11:30 ◼ ► the iPhone has a phone right right it's really you know it goes back to that [<a href="https://overcast.fm/+BtuzaztKM/4290">TS</a>]
01:11:36 ◼ ► Clayton Christensen danger he admits that it was a huge area made ready when [<a href="https://overcast.fm/+BtuzaztKM/4296">TS</a>]
01:11:42 ◼ ► the iPhone was introduced that that's the innovator's dilemma guy where he [<a href="https://overcast.fm/+BtuzaztKM/4302">TS</a>]
01:11:46 ◼ ► didn't think it was gonna change the industry because the disruption always [<a href="https://overcast.fm/+BtuzaztKM/4306">TS</a>]
01:11:50 ◼ ► comes from the low end and the iPhone was this super high-end phone but then [<a href="https://overcast.fm/+BtuzaztKM/4310">TS</a>]
01:11:53 ◼ ► he realized that the mistake was it wasn't really I thought it was a super [<a href="https://overcast.fm/+BtuzaztKM/4313">TS</a>]
01:11:56 ◼ ► low end portable computer is just way too small way to Krabi portable computer [<a href="https://overcast.fm/+BtuzaztKM/4316">TS</a>]
01:12:02 ◼ ► that because it was so crazy small and you have it everywhere [<a href="https://overcast.fm/+BtuzaztKM/4322">TS</a>]
01:12:06 ◼ ► completely disrupted the computer industry right by way of the phone [<a href="https://overcast.fm/+BtuzaztKM/4326">TS</a>]
01:12:09 ◼ ► industry right I think it's that sort of thing so it might tell you time but it's [<a href="https://overcast.fm/+BtuzaztKM/4329">TS</a>]
01:12:14 ◼ ► not really hardly ever talk to my I really a serious thing to do other [<a href="https://overcast.fm/+BtuzaztKM/4334">TS</a>]
01:12:20 ◼ ► things and that's the other than to say I told you before I can even hear people [<a href="https://overcast.fm/+BtuzaztKM/4340">TS</a>]
01:12:25 ◼ ► in Excel networks even like when you do you like upgrade over I upgraded from [<a href="https://overcast.fm/+BtuzaztKM/4345">TS</a>]
01:12:30 ◼ ► AT&T to Verizon iPhone 5 came out and my phone calls all sounded better as a yes [<a href="https://overcast.fm/+BtuzaztKM/4350">TS</a>]
01:12:35 ◼ ► I now have better sounding phone calls consistently and then I realized that [<a href="https://overcast.fm/+BtuzaztKM/4355">TS</a>]
01:12:39 ◼ ► they still sound like a perfect connection on a cell phone call it still [<a href="https://overcast.fm/+BtuzaztKM/4359">TS</a>]
01:12:48 ◼ ► but in in researching this this piece that has running water for a while it's [<a href="https://overcast.fm/+BtuzaztKM/4368">TS</a>]
01:12:55 ◼ ► here and so this is back in 2002 as that was likely jump to the punch line john [<a href="https://overcast.fm/+BtuzaztKM/4375">TS</a>]
01:13:07 ◼ ► markoff wrote this piece and I think this is like the first mention of an [<a href="https://overcast.fm/+BtuzaztKM/4387">TS</a>]
01:13:10 ◼ ► iPhone and her piece in the New York Times about it and was talking about how [<a href="https://overcast.fm/+BtuzaztKM/4390">TS</a>]
01:13:17 ◼ ► you know we have apps for you know email and ensure liking things like that and [<a href="https://overcast.fm/+BtuzaztKM/4397">TS</a>]
01:13:22 ◼ ► and looked for applications not technologies the article seems to [<a href="https://overcast.fm/+BtuzaztKM/4402">TS</a>]
01:13:27 ◼ ► insinuate that Apple could make sure like run on a cell phone that's [<a href="https://overcast.fm/+BtuzaztKM/4407">TS</a>]
01:13:30 ◼ ► impossible unless the cell phone regularly running Mac OS X which is [<a href="https://overcast.fm/+BtuzaztKM/4410">TS</a>]
01:13:34 ◼ ► definitely impossible you know a lot of people tried that's right that's [<a href="https://overcast.fm/+BtuzaztKM/4414">TS</a>]
01:13:39 ◼ ► actually the one I was worried you're gonna bring people tried that and I [<a href="https://overcast.fm/+BtuzaztKM/4419">TS</a>]
01:13:42 ◼ ► don't want to seem defensive but I meant it was an article that claimed that that [<a href="https://overcast.fm/+BtuzaztKM/4422">TS</a>]
01:13:46 ◼ ► device was like in the labs and like ready to come out in 2003 and that's [<a href="https://overcast.fm/+BtuzaztKM/4426">TS</a>]
01:13:51 ◼ ► where you're right is that it was 2002 and 2003 was not I was saying it was [<a href="https://overcast.fm/+BtuzaztKM/4431">TS</a>]
01:13:58 ◼ ► impossible in 2003 to make a phone cut down version and I still stand by that I [<a href="https://overcast.fm/+BtuzaztKM/4438">TS</a>]
01:14:05 ◼ ► was right and it certainly didn't come out right the difference between 2002 [<a href="https://overcast.fm/+BtuzaztKM/4445">TS</a>]
01:14:10 ◼ ► and 2007 was huge in terms of what was possible so I don't think that counts I [<a href="https://overcast.fm/+BtuzaztKM/4450">TS</a>]
01:14:15 ◼ ► think people loved it I just wanted to bring that up because to get you back [<a href="https://overcast.fm/+BtuzaztKM/4455">TS</a>]
01:14:28 ◼ ► planning that for like two or three weeks whatever member Sherlock [<a href="https://overcast.fm/+BtuzaztKM/4468">TS</a>]
01:14:35 ◼ ► yeah which was kind of like asking for sports scores and weather and stuff like [<a href="https://overcast.fm/+BtuzaztKM/4475">TS</a>]
01:14:48 ◼ ► that like sort of component eyes data that was an idea that they kind of [<a href="https://overcast.fm/+BtuzaztKM/4488">TS</a>]
01:15:01 ◼ ► people said that they come from somebody else [<a href="https://overcast.fm/+BtuzaztKM/4501">TS</a>]
01:15:07 ◼ ► Watson yeah so you want to talk about the paper I guess so I don't know what [<a href="https://overcast.fm/+BtuzaztKM/4507">TS</a>]
01:15:22 ◼ ► Marco announced yesterday that he is old Instapaper to quote unquote controlling [<a href="https://overcast.fm/+BtuzaztKM/4522">TS</a>]
01:15:29 ◼ ► interest in Instapaper I don't even know what that means to beta works guys who [<a href="https://overcast.fm/+BtuzaztKM/4529">TS</a>]
01:15:33 ◼ ► bought big doing yeah I don't know some people said I had really paid attention [<a href="https://overcast.fm/+BtuzaztKM/4533">TS</a>]
01:15:39 ◼ ► I haven't paid attention to it either but that's what I keep hearing and it [<a href="https://overcast.fm/+BtuzaztKM/4539">TS</a>]
01:15:42 ◼ ► seems like there they want to step in to fill the gap that Google made by killing [<a href="https://overcast.fm/+BtuzaztKM/4542">TS</a>]
01:15:47 ◼ ► reader ray and I do it if that's true and that they're going to make something [<a href="https://overcast.fm/+BtuzaztKM/4547">TS</a>]
01:15:53 ◼ ► that people would consider a replacement for Google Reader in other words reading [<a href="https://overcast.fm/+BtuzaztKM/4553">TS</a>]
01:15:57 ◼ ► people's feeds in the aggregate RSS feed it certainly makes a lot of sense it [<a href="https://overcast.fm/+BtuzaztKM/4557">TS</a>]
01:16:05 ◼ ► really does I hate to use the word I think for the second time this week but [<a href="https://overcast.fm/+BtuzaztKM/4565">TS</a>]
01:16:08 ◼ ► it does seem like there's an awful lot of synergy there with something like [<a href="https://overcast.fm/+BtuzaztKM/4568">TS</a>]
01:16:13 ◼ ► Instapaper articles consistent because it seems like you could cut down on the [<a href="https://overcast.fm/+BtuzaztKM/4573">TS</a>]
01:16:23 ◼ ► whole jumping through hoops to actually get the thing into your Instapaper yeah [<a href="https://overcast.fm/+BtuzaztKM/4583">TS</a>]
01:16:28 ◼ ► so I always get nervous when these things happen but you never know how [<a href="https://overcast.fm/+BtuzaztKM/4588">TS</a>]
01:16:39 ◼ ► right and you know i mean you know Mark Owen his typical style you know is very [<a href="https://overcast.fm/+BtuzaztKM/4599">TS</a>]
01:16:43 ◼ ► honest about it I thought you know his explanation was look this you know and I [<a href="https://overcast.fm/+BtuzaztKM/4603">TS</a>]
01:16:48 ◼ ► forgot I told it's it's one of those things were like 45 years goes by and [<a href="https://overcast.fm/+BtuzaztKM/4608">TS</a>]
01:16:52 ◼ ► you forget just how different things where I've totally forgot that [<a href="https://overcast.fm/+BtuzaztKM/4612">TS</a>]
01:16:56 ◼ ► Instapaper started as a website and I didn't I never used it I don't I don't [<a href="https://overcast.fm/+BtuzaztKM/4616">TS</a>]
01:17:03 ◼ ► think I ever used it to me it's always been about reading on the iPhone in [<a href="https://overcast.fm/+BtuzaztKM/4623">TS</a>]
01:17:10 ◼ ► eventually the iPad yeah totally forgot to me the app was Instapaper I really [<a href="https://overcast.fm/+BtuzaztKM/4630">TS</a>]
01:17:16 ◼ ► forgot that he started his website first and then did the appt you know but he [<a href="https://overcast.fm/+BtuzaztKM/4636">TS</a>]
01:17:23 ◼ ► said that in the years since it's gotten so competitive and he's up against you [<a href="https://overcast.fm/+BtuzaztKM/4643">TS</a>]
01:17:29 ◼ ► know BC funded dipshits who who are giving every way everything away for [<a href="https://overcast.fm/+BtuzaztKM/4649">TS</a>]
01:17:37 ◼ ► free and have like 45 million dollars in VC money to fund it all so there's [<a href="https://overcast.fm/+BtuzaztKM/4657">TS</a>]
01:17:43 ◼ ► definitely a tough competitive angle right i mean this is great this is gonna [<a href="https://overcast.fm/+BtuzaztKM/4663">TS</a>]
01:17:49 ◼ ► love this if you have no somebody pointed out yesterday in the aftermath [<a href="https://overcast.fm/+BtuzaztKM/4669">TS</a>]
01:17:52 ◼ ► of marcos announcement about this [<a href="https://overcast.fm/+BtuzaztKM/4672">TS</a>]
01:17:54 ◼ ► Hacker News threat and you know it's gonna be good on Hacker News where [<a href="https://overcast.fm/+BtuzaztKM/4674">TS</a>]
01:17:59 ◼ ► somebody on Hacker News was comparing Instapaper which i think is like $3.99 [<a href="https://overcast.fm/+BtuzaztKM/4679">TS</a>]
01:18:05 ◼ ► to one of the other competitors that is they're giving the whole thing way for [<a href="https://overcast.fm/+BtuzaztKM/4685">TS</a>]
01:18:11 ◼ ► free I don't those pocket or readability and one of them but they were like is so [<a href="https://overcast.fm/+BtuzaztKM/4691">TS</a>]
01:18:16 ◼ ► pocket is free and Instapaper is $4 is it really if it costs four times as much [<a href="https://overcast.fm/+BtuzaztKM/4696">TS</a>]
01:18:29 ◼ ► because if it's not I don't see how that's justified it is really good [<a href="https://overcast.fm/+BtuzaztKM/4709">TS</a>]
01:18:38 ◼ ► because you know those guys on Hacker News think there and even it it's funny [<a href="https://overcast.fm/+BtuzaztKM/4718">TS</a>]
01:18:44 ◼ ► because it would be a little it would be like a slight chuckle from me even if it [<a href="https://overcast.fm/+BtuzaztKM/4724">TS</a>]
01:18:47 ◼ ► was $1 to $4 comparison and the guy tried to make it argues it would have to [<a href="https://overcast.fm/+BtuzaztKM/4727">TS</a>]
01:18:53 ◼ ► be four times better app to justify being four dollars versus $1 is not the [<a href="https://overcast.fm/+BtuzaztKM/4733">TS</a>]
01:19:00 ◼ ► way decisions are made but you know the four times are things pretty good night [<a href="https://overcast.fm/+BtuzaztKM/4740">TS</a>]
01:19:08 ◼ ► four times as much rain I do get nervous because it's you know I'm are going to [<a href="https://overcast.fm/+BtuzaztKM/4748">TS</a>]
01:19:17 ◼ ► compete he need he did he would to seriously compete against these guys [<a href="https://overcast.fm/+BtuzaztKM/4757">TS</a>]
01:19:20 ◼ ► he'd kind of need to hire a team and expand as one person can't really keep [<a href="https://overcast.fm/+BtuzaztKM/4760">TS</a>]
01:19:26 ◼ ► up with these other competitors that have teams of people working on and [<a href="https://overcast.fm/+BtuzaztKM/4766">TS</a>]
01:19:30 ◼ ► that's not what he wants to do he does not want to become a manager and higher [<a href="https://overcast.fm/+BtuzaztKM/4770">TS</a>]
01:19:35 ◼ ► team and have employees and stuff like that I mean I certainly appreciate you [<a href="https://overcast.fm/+BtuzaztKM/4775">TS</a>]
01:19:39 ◼ ► know firsthand what it do you know the advantages of being a one-person [<a href="https://overcast.fm/+BtuzaztKM/4779">TS</a>]
01:19:45 ◼ ► operation in not having any employees and stuff like that and number two that [<a href="https://overcast.fm/+BtuzaztKM/4785">TS</a>]
01:19:50 ◼ ► he just you know wanted to move on and do something new that he wants to do [<a href="https://overcast.fm/+BtuzaztKM/4790">TS</a>]
01:19:54 ◼ ► something new so hopefully you know he did pick a good home for the app and I [<a href="https://overcast.fm/+BtuzaztKM/4794">TS</a>]
01:19:59 ◼ ► certainly use it enough where I you know I'm gonna be somewhat upset if it [<a href="https://overcast.fm/+BtuzaztKM/4799">TS</a>]
01:20:03 ◼ ► somehow falls into yeah this is there's a difference i mean for better or worse [<a href="https://overcast.fm/+BtuzaztKM/4803">TS</a>]
01:20:09 ◼ ► there's a different mentality between being able to create an app like that [<a href="https://overcast.fm/+BtuzaztKM/4809">TS</a>]
01:20:13 ◼ ► and then you know wanting to maintain it for ever [<a href="https://overcast.fm/+BtuzaztKM/4813">TS</a>]
01:20:17 ◼ ► right and it seems like a lot of the ability to market but that's what [<a href="https://overcast.fm/+BtuzaztKM/4817">TS</a>]
01:20:30 ◼ ► happens when these guys a lot of fun to make something and then it was fun to [<a href="https://overcast.fm/+BtuzaztKM/4830">TS</a>]
01:20:34 ◼ ► just sit there and listen to paper whenever I if I ever get on an airplane [<a href="https://overcast.fm/+BtuzaztKM/4834">TS</a>]
01:20:41 ◼ ► wifi this airplane and then realized as they take my devices that I hadn't [<a href="https://overcast.fm/+BtuzaztKM/4841">TS</a>]
01:20:47 ◼ ► turned them on before getting on the plane and then my Instapaper is not up [<a href="https://overcast.fm/+BtuzaztKM/4847">TS</a>]
01:20:52 ◼ ► to date I just sit there with my no no connection just sit there and hit the [<a href="https://overcast.fm/+BtuzaztKM/4852">TS</a>]
01:20:58 ◼ ► reload but instead I don't know what else to say about it I mean I hope it [<a href="https://overcast.fm/+BtuzaztKM/4858">TS</a>]
01:21:12 ◼ ► yeah yeah good for Marco yeah and I do think you know and I suspect that it was [<a href="https://overcast.fm/+BtuzaztKM/4872">TS</a>]
01:21:20 ◼ ► aight I don't know I trust Marco I trust his judgment you know I think he you [<a href="https://overcast.fm/+BtuzaztKM/4880">TS</a>]
01:21:26 ◼ ► know it wasn't like he was forced to do this so I feel like you know I was [<a href="https://overcast.fm/+BtuzaztKM/4886">TS</a>]
01:21:32 ◼ ► measured and deliberate so I think it'll probably worked out pretty well yeah you [<a href="https://overcast.fm/+BtuzaztKM/4892">TS</a>]
01:21:41 ◼ ► don't want to end up like George Lucas [<a href="https://overcast.fm/+BtuzaztKM/4901">TS</a>]
01:21:45 ◼ ► I don't know about that we think will have you mean by that [<a href="https://overcast.fm/+BtuzaztKM/4905">TS</a>]
01:21:49 ◼ ► just hanging on to something for too long and ruining the jar Jar Binks [<a href="https://overcast.fm/+BtuzaztKM/4909">TS</a>]
01:21:56 ◼ ► Instapaper there's a little hard to mediate I don't even over there would be [<a href="https://overcast.fm/+BtuzaztKM/4916">TS</a>]
01:22:05 ◼ ► with charger Phantom Menace version of a paper I don't want to think about it too [<a href="https://overcast.fm/+BtuzaztKM/4925">TS</a>]
01:22:14 ◼ ► horrible the bold and the paper on your watch is there anything I guess there [<a href="https://overcast.fm/+BtuzaztKM/4934">TS</a>]
01:22:28 ◼ ► are other things you want to go back to the call is that Tim Cook did he is a [<a href="https://overcast.fm/+BtuzaztKM/4948">TS</a>]
01:22:32 ◼ ► quote or do you say categories poorer new proud product categories [<a href="https://overcast.fm/+BtuzaztKM/4952">TS</a>]
01:22:37 ◼ ► yeah which I don't got as much attention as it deserved like I kind of feel like [<a href="https://overcast.fm/+BtuzaztKM/4957">TS</a>]
01:22:43 ◼ ► people glossed over that late he did that does not mean a new iPhone or new [<a href="https://overcast.fm/+BtuzaztKM/4963">TS</a>]
01:22:47 ◼ ► iPad that means you know a new vision of a new thing like the iPad but I think [<a href="https://overcast.fm/+BtuzaztKM/4967">TS</a>]
01:22:55 ◼ ► it's cuz everybody knows it's not true because innovations did it so thats why [<a href="https://overcast.fm/+BtuzaztKM/4975">TS</a>]
01:22:59 ◼ ► nobody thats why nobody paid attention did you listen to the call [<a href="https://overcast.fm/+BtuzaztKM/4979">TS</a>]
01:23:03 ◼ ► yeah I work from home it's what's-his-name the team nothing else [<a href="https://overcast.fm/+BtuzaztKM/4983">TS</a>]
01:23:11 ◼ ► Gene Munster yeah that was a funny game it's like he came in late as he asked [<a href="https://overcast.fm/+BtuzaztKM/4991">TS</a>]
01:23:20 ◼ ► this question you know these guys get like one question a quarter and [<a href="https://overcast.fm/+BtuzaztKM/5000">TS</a>]
01:23:25 ◼ ► basically that's what he said earlier did you say earlier there would be new [<a href="https://overcast.fm/+BtuzaztKM/5005">TS</a>]
01:23:33 ◼ ► products new product categories like he was a new product category and yes [<a href="https://overcast.fm/+BtuzaztKM/5013">TS</a>]
01:23:46 ◼ ► guy from the the thing years ago [<a href="https://overcast.fm/+BtuzaztKM/5026">TS</a>]
01:23:52 ◼ ► event that was there was some of them in Apple's town hall for like imaxr [<a href="https://overcast.fm/+BtuzaztKM/5032">TS</a>]
01:23:55 ◼ ► something in the question about why they don't put Intel incites Gene Munster [<a href="https://overcast.fm/+BtuzaztKM/5035">TS</a>]
01:24:04 ◼ ► that great did you see my tweet probably which one after the Commerce Clause [<a href="https://overcast.fm/+BtuzaztKM/5044">TS</a>]
01:24:22 ◼ ► 23rd 2037 all alone and darkroom grade long gray beard surrounded by bottles of [<a href="https://overcast.fm/+BtuzaztKM/5062">TS</a>]
01:24:31 ◼ ► his own Apple TV way of the future he answered me on twitter is a good sport [<a href="https://overcast.fm/+BtuzaztKM/5071">TS</a>]
01:24:39 ◼ ► he gave his best thing is if you don't know is that Gene Munster Africa who [<a href="https://overcast.fm/+BtuzaztKM/5079">TS</a>]
01:24:49 ◼ ► works for a reason Apple analysts he's been an apparatus for a long time he's [<a href="https://overcast.fm/+BtuzaztKM/5089">TS</a>]
01:24:53 ◼ ► been saying that Apple is going to come out with their own TV sets not Apple TV [<a href="https://overcast.fm/+BtuzaztKM/5093">TS</a>]
01:24:58 ◼ ► but Apple branded TV sets for 67 years as then and you know never he's never [<a href="https://overcast.fm/+BtuzaztKM/5098">TS</a>]
01:25:05 ◼ ► coming next month but he's more or less been saying that next year is the year [<a href="https://overcast.fm/+BtuzaztKM/5105">TS</a>]
01:25:10 ◼ ► that was gonna do a TV set for about six or seven years and has never ever lost [<a href="https://overcast.fm/+BtuzaztKM/5110">TS</a>]
01:25:25 ◼ ► well and it's another one of the same sort of like that the clam chowder you [<a href="https://overcast.fm/+BtuzaztKM/5125">TS</a>]
01:25:29 ◼ ► pulled on me where you know if they did come out with an Apple branded [<a href="https://overcast.fm/+BtuzaztKM/5129">TS</a>]
01:25:37 ◼ ► everywhere CCG monster was right when he wasn't right and 2007 when he said that [<a href="https://overcast.fm/+BtuzaztKM/5137">TS</a>]
01:25:42 ◼ ► they're coming out with an Apple TV next year [<a href="https://overcast.fm/+BtuzaztKM/5142">TS</a>]
01:25:45 ◼ ► rate like everybody sort of condenses history but no imagine I said in 2007 [<a href="https://overcast.fm/+BtuzaztKM/5145">TS</a>]
01:25:50 ◼ ► that you're coming out of the TV next year and then it comes out in 2014 [<a href="https://overcast.fm/+BtuzaztKM/5150">TS</a>]
01:25:53 ◼ ► that's that's not right that's my theory of the infallibility of Apple rumors as [<a href="https://overcast.fm/+BtuzaztKM/5153">TS</a>]
01:26:00 ◼ ► long as Apple comes out with something remotely like what you said it would [<a href="https://overcast.fm/+BtuzaztKM/5160">TS</a>]
01:26:03 ◼ ► come out with next year even if it's forty years later then you can you can [<a href="https://overcast.fm/+BtuzaztKM/5163">TS</a>]
01:26:09 ◼ ► claim that you're you know and I'd say the same thing to some degree possibly [<a href="https://overcast.fm/+BtuzaztKM/5169">TS</a>]
01:26:16 ◼ ► applies with Google glass too and I have to write about it because I keep making [<a href="https://overcast.fm/+BtuzaztKM/5176">TS</a>]
01:26:22 ◼ ► sure that and I don't mean to say that I don't think heads-up displays are ever [<a href="https://overcast.fm/+BtuzaztKM/5182">TS</a>]
01:26:28 ◼ ► going to be a thing and that they're not cool technology and I'm never gonna buy [<a href="https://overcast.fm/+BtuzaztKM/5188">TS</a>]
01:26:32 ◼ ► one or whatever you know it sounds you know obviously clearly there's a lot of [<a href="https://overcast.fm/+BtuzaztKM/5192">TS</a>]
01:26:37 ◼ ► everybody's seen Minority Report is a lot of potential there I'm saying these [<a href="https://overcast.fm/+BtuzaztKM/5197">TS</a>]
01:26:41 ◼ ► Google glasses the ones that they've got right now that they're selling is to [<a href="https://overcast.fm/+BtuzaztKM/5201">TS</a>]
01:26:45 ◼ ► $1500 developer units and stupid thing that it put up in a corner er i the way [<a href="https://overcast.fm/+BtuzaztKM/5205">TS</a>]
01:26:51 ◼ ► they look i'm saying these Google glasses the ones right now the first [<a href="https://overcast.fm/+BtuzaztKM/5211">TS</a>]
01:26:57 ◼ ► bats are coming out are stupid and no one's gonna buy their creepy whether to [<a href="https://overcast.fm/+BtuzaztKM/5217">TS</a>]
01:27:02 ◼ ► expect the price stays where it is too expensive that really right but then I'm [<a href="https://overcast.fm/+BtuzaztKM/5222">TS</a>]
01:27:09 ◼ ► oculus rift thing comes out and you can play xbox games on it really cool heads [<a href="https://overcast.fm/+BtuzaztKM/5229">TS</a>]
01:27:15 ◼ ► up display and have this incredibly immersive experience people are going to [<a href="https://overcast.fm/+BtuzaztKM/5235">TS</a>]
01:27:19 ◼ ► say see you're wrong about you know heads-up displays are and that's you [<a href="https://overcast.fm/+BtuzaztKM/5239">TS</a>]
01:27:23 ◼ ► know I'm not saying then that is never going to be a user purposes there's not [<a href="https://overcast.fm/+BtuzaztKM/5243">TS</a>]
01:27:26 ◼ ► any cool I'm saying these Google these this specific product that they've shown [<a href="https://overcast.fm/+BtuzaztKM/5246">TS</a>]
01:27:32 ◼ ► this is the difference between Apple and Google is that Google does a lot of its [<a href="https://overcast.fm/+BtuzaztKM/5252">TS</a>]
01:27:37 ◼ ► product development out in the open [<a href="https://overcast.fm/+BtuzaztKM/5257">TS</a>]
01:27:40 ◼ ► kinda drags us all through the through the massive critical product before [<a href="https://overcast.fm/+BtuzaztKM/5260">TS</a>]
01:27:47 ◼ ► we're in Apple does all this behind the scenes and only ships it when it's [<a href="https://overcast.fm/+BtuzaztKM/5267">TS</a>]
01:27:52 ◼ ► finished in polished so you know and you know all credit to them if you want to [<a href="https://overcast.fm/+BtuzaztKM/5272">TS</a>]
01:27:57 ◼ ► show it you know you can I mean I don't think that's a bad necessarily you know [<a href="https://overcast.fm/+BtuzaztKM/5277">TS</a>]
01:28:01 ◼ ► it's just the way they do it it's like the people there still people who hang [<a href="https://overcast.fm/+BtuzaztKM/5281">TS</a>]
01:28:05 ◼ ► on to the idea that Bill Gates was right about tablets and nobody was saying he [<a href="https://overcast.fm/+BtuzaztKM/5285">TS</a>]
01:28:11 ◼ ► was wrong that in theory a tablet computer would be cool you know the way [<a href="https://overcast.fm/+BtuzaztKM/5291">TS</a>]
01:28:17 ◼ ► Howard Hughes but you know you don't really get credit for the Windows [<a href="https://overcast.fm/+BtuzaztKM/5297">TS</a>]
01:28:22 ◼ ► tablets that came out in 2002 because I mean you know there's some sort of [<a href="https://overcast.fm/+BtuzaztKM/5302">TS</a>]
01:28:29 ◼ ► credit for being on the record in trying early but you don't you know you don't [<a href="https://overcast.fm/+BtuzaztKM/5309">TS</a>]
01:28:34 ◼ ► get credit for the iPad because you ship that whatever the thing was called in [<a href="https://overcast.fm/+BtuzaztKM/5314">TS</a>]
01:28:38 ◼ ► 2003 yeah with the other one today [<a href="https://overcast.fm/+BtuzaztKM/5318">TS</a>]
01:28:43 ◼ ► Eric Schmidt at some conference admitted that weird inappropriate if you have to [<a href="https://overcast.fm/+BtuzaztKM/5323">TS</a>]
01:28:54 ◼ ► give the guy credit he is in some ways he's actually amazingly honest he is the [<a href="https://overcast.fm/+BtuzaztKM/5334">TS</a>]
01:29:01 ◼ ► most honest thing he's ever said and it's you know it is a gets exactly to [<a href="https://overcast.fm/+BtuzaztKM/5341">TS</a>]
01:29:05 ◼ ► what I don't like about Google it was that the thing he said a year or two ago [<a href="https://overcast.fm/+BtuzaztKM/5345">TS</a>]
01:29:08 ◼ ► about that Google's Google's purpose is to get right up against the creepy line [<a href="https://overcast.fm/+BtuzaztKM/5348">TS</a>]
01:29:14 ◼ ► right i mean at least he admitted it I mean credit to him you know who to [<a href="https://overcast.fm/+BtuzaztKM/5354">TS</a>]
01:29:21 ◼ ► Google for towing the creepy line but at least he does admit it [<a href="https://overcast.fm/+BtuzaztKM/5361">TS</a>]
01:29:27 ◼ ► yeah yeah I definitely remember that I thought I saw this someplace other than [<a href="https://overcast.fm/+BtuzaztKM/5367">TS</a>]
01:29:37 ◼ ► Eric Schmidt the CEO of Google has described his company's policy Google [<a href="https://overcast.fm/+BtuzaztKM/5377">TS</a>]
01:29:41 ◼ ► policy is to get right up to the creepy line and not cross it [<a href="https://overcast.fm/+BtuzaztKM/5381">TS</a>]
01:29:45 ◼ ► I do feel like there's this big divide and there's a lot of people who really [<a href="https://overcast.fm/+BtuzaztKM/5385">TS</a>]
01:29:54 ◼ ► do like Google and you know and I i'm glad to read my site and stuff I feel [<a href="https://overcast.fm/+BtuzaztKM/5394">TS</a>]
01:30:00 ◼ ► just to get angry but you know if you don't if you don't see how that's a [<a href="https://overcast.fm/+BtuzaztKM/5400">TS</a>]
01:30:06 ◼ ► weird thing for the CEO and or former CEO and chairman of the board of a [<a href="https://overcast.fm/+BtuzaztKM/5406">TS</a>]
01:30:11 ◼ ► company to say then I i mean we were never really don't agree on much did he [<a href="https://overcast.fm/+BtuzaztKM/5411">TS</a>]
01:30:19 ◼ ► say something about how also it like if you think that it's creepy be too bad [<a href="https://overcast.fm/+BtuzaztKM/5419">TS</a>]
01:30:24 ◼ ► cuz it's coming anyway I saw something about teenagers changing their name [<a href="https://overcast.fm/+BtuzaztKM/5424">TS</a>]
01:30:33 ◼ ► get out while you know you gotta read my keyboards to every young person one day [<a href="https://overcast.fm/+BtuzaztKM/5433">TS</a>]
01:30:44 ◼ ► talking about this did our job is to get right up to the creepy line and not [<a href="https://overcast.fm/+BtuzaztKM/5444">TS</a>]
01:30:49 ◼ ► cross it was talking about the possibility of chip implants that you [<a href="https://overcast.fm/+BtuzaztKM/5449">TS</a>]
01:30:53 ◼ ► would put under your skin that Google would provide you in the future with [<a href="https://overcast.fm/+BtuzaztKM/5453">TS</a>]
01:30:57 ◼ ► your permission you give us more information about you about your friends [<a href="https://overcast.fm/+BtuzaztKM/5457">TS</a>]
01:31:00 ◼ ► we can improve the quality of our searches we don't need you to type at [<a href="https://overcast.fm/+BtuzaztKM/5460">TS</a>]
01:31:06 ◼ ► we know where we can more or less know what you're thinking about [<a href="https://overcast.fm/+BtuzaztKM/5466">TS</a>]
01:31:11 ◼ ► that's over the creepy line now that's right up again that's the best part is [<a href="https://overcast.fm/+BtuzaztKM/5471">TS</a>]
01:31:19 ◼ ► he thinks thats not yet he predicts apparently seriously that every young [<a href="https://overcast.fm/+BtuzaztKM/5479">TS</a>]
01:31:27 ◼ ► person one day will be entitled automatically to change his or her name [<a href="https://overcast.fm/+BtuzaztKM/5487">TS</a>]
01:31:30 ◼ ► on reaching adulthood in order to do so and youthful hijinks stored on their [<a href="https://overcast.fm/+BtuzaztKM/5490">TS</a>]
01:31:35 ◼ ► friends social media sites I do think I mean I do think that I am glad that I [<a href="https://overcast.fm/+BtuzaztKM/5495">TS</a>]
01:31:42 ◼ ► grew up before technology was available [<a href="https://overcast.fm/+BtuzaztKM/5502">TS</a>]
01:31:48 ◼ ► because it would have been bad I would've been pretty right now I've let [<a href="https://overcast.fm/+BtuzaztKM/5508">TS</a>]
01:31:55 ◼ ► me know I got it you know I got in right at the right time we're all this stuff [<a href="https://overcast.fm/+BtuzaztKM/5515">TS</a>]
01:31:59 ◼ ► became available and I was already told you know I think that is so ubiquitous [<a href="https://overcast.fm/+BtuzaztKM/5519">TS</a>]
01:32:07 ◼ ► though I don't feel though that like the future politicians of American need the [<a href="https://overcast.fm/+BtuzaztKM/5527">TS</a>]
01:32:13 ◼ ► 15 year old today who's going to be running for the Senate in california [<a href="https://overcast.fm/+BtuzaztKM/5533">TS</a>]
01:32:19 ◼ ► thirty five years from now I don't think he has to worry about his tweets because [<a href="https://overcast.fm/+BtuzaztKM/5539">TS</a>]
01:32:23 ◼ ► who you know who the hell is yeah who's not everybody is going to have some [<a href="https://overcast.fm/+BtuzaztKM/5543">TS</a>]
01:32:28 ◼ ► fifteen you know I would like to know if he thinks knowing where we've been where [<a href="https://overcast.fm/+BtuzaztKM/5548">TS</a>]
01:32:39 ◼ ► we are and more or less knowing what we're thinking about is up to but not [<a href="https://overcast.fm/+BtuzaztKM/5559">TS</a>]
01:32:43 ◼ ► over the creepy I would love to know what's the discussions that they've had [<a href="https://overcast.fm/+BtuzaztKM/5563">TS</a>]
01:32:47 ◼ ► where they're like well that's over the creepy like I would love to see that the [<a href="https://overcast.fm/+BtuzaztKM/5567">TS</a>]
01:32:51 ◼ ► whiteboard with that's over the creepy line we can't do that would love to know [<a href="https://overcast.fm/+BtuzaztKM/5571">TS</a>]
01:32:56 ◼ ► I want to have a specification we have gas we have a pretty good guess what you [<a href="https://overcast.fm/+BtuzaztKM/5576">TS</a>]
01:33:04 ◼ ► look like naked a little bit like this [<a href="https://overcast.fm/+BtuzaztKM/5584">TS</a>]
01:33:12 ◼ ► I say we call it a show anything else nothing else to cover Jon Moulton very [<a href="https://overcast.fm/+BtuzaztKM/5592">TS</a>]