276: ‘Bring It On, Haters’ With Ben Thompson
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- We're gonna make people so angry on this episode.
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- Well, just for the record, it is 7.16 a.m.
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- On a holiday week, the kids are still in bed.
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And I insisted I'd be happy to wake up early
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because I'm very excited about this episode.
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Which we've been, it was funny 'cause we'll get to it later,
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but I was actually confused when you posted
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because we'd been talking about it for so long,
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I thought you'd already written about it.
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We'll have to get to it then.
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We have some sad news, though, to talk about first.
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We have two obituaries to touch upon.
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The one everybody, I'm sure, has heard about is Kobe Bryant,
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Lakers superstar, which I hate to say,
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it almost is like underselling what he meant to basketball
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and the world at large.
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died, passed away with his 13-year-old daughter
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in a helicopter accident Sunday afternoon.
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Just shocking.
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And Clayton Christensen,
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we can talk about after Kobe, I guess,
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lost, he was only 67,
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which again, nowhere near as young as Kobe.
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Of course, he was 41, but still, just 60, you know.
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That's how you know you're getting old,
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is when you hear somebody die at 67
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and you think, "Ah, too young."
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No, I mean--
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- He lost a battle with leukemia this week too.
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- Yeah, I actually, I wrote about them in conjunction
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because it was interesting because I had planned
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to sort of write about Christiansen.
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Obviously it's been a huge impact on Sir Chachere
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and on me and didn't really, didn't know him.
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But still, of anyone that's sort of been impactful
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on what I write about, he's certainly top of the list
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and a figure that's sort of widely known
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and pretty widely revered in Silicon Valley.
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And what was interesting about it,
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then sort of the Kobe news happened,
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and it was the age thing that was so striking to me,
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because a lot of the people that have died,
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or the older we get, the more the people that are like,
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we're familiar with dying,
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it's just kind of like something that you have to deal with.
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They still always seem someone that I looked up to.
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And Christian, to your point, is 67, which is unfortunately too young, but is still 28 years older than I am.
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And it's like, man, that's a shame.
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I hope I live longer than that, his poor family, etc., etc.
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But it's still like, the way they're in your head is someone that you look up to, right?
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Whereas Kobe, he was the same age as me, right?
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I mean, he's two years older.
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And so yes, you look up to his athletic accomplishments,
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and obviously Kobe is a very complex character.
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That is never far from mine, I think,
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particularly with people my age,
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because of the allegations against him from Colorado.
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That's sort of like, when you grew up with him,
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I remember him in high school.
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I remember when he came to the NBA.
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I remember when he won the titles with Shaq.
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I remember when that trial dominated the news.
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I remember when he sort of came back to win the title again.
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And it was much more of a,
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I'm not saying I'm Kobe's peer,
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but it's like, it's just like,
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I feel like my relationship with him
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is so much different than my relationship with Christiansen,
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neither of whom I knew,
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but just because the age was very different.
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So it was way more jarring for me,
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like dramatically more jarring.
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It's like, this is like my contemporary.
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I'm a little bit in between.
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I mean, I'm 46, so Jordan's 10 years older than me,
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and Kobe was five years younger,
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so I'm a little closer in age to Kobe,
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but he always felt, you know.
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And it is one thing, I know I don't wanna turn this
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into a sports episode of the show,
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but one thing about being a sports fan
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is you're far more than other forms
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of knowing famous people, like following politics closely
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or like traditional celebrity news,
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like actors and actresses,
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is you're acutely aware of their age and your age.
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You know, like how old is Brad Pitt?
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I don't know, I have no idea.
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The guy doesn't seem to age.
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You know, Tom Cruise, I mean, Jesus Christ,
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the guy looks exactly the same as he did 25 years ago.
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You know, and you can keep,
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these guys can keep making the same sort of movies
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they used to make.
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I mean, Harrison Ford was making,
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is still making action movies.
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I mean, he looks his age now,
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but I mean, they're still gonna make
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a new Indiana Jones movie, you know what I mean?
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Like athletes don't get to do their thing
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when they're honestly pushing 40.
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It's a wonder that there are quarterbacks in the NFL
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who are 40, 41, 42 still doing their thing.
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Basketball doesn't really work that way.
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Although, I just saw somebody in the NBA is 42
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and still log in minutes.
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- Well, we have Vince Carter, that's a huge exception.
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And if there's the NBA is in particular,
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'cause it's so, I mean, the edges are so small
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when it comes to sort of athleticism.
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there's guys that are coming in the league now,
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and they're coming in, it's like, oh, he's 21 years old.
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That reduces his value as a prospect,
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because he has, as a parent to a 19-year-old,
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those two years of potential development
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make a big difference, but the implication is,
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to your point, yeah, you're super aware
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of how old everyone is, because it's a critical part
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of evaluating their potential,
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how much it should be paid, et cetera, et cetera.
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And yeah, there, the prime of your career
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like 27 to 29 years old and and yeah and so the guys that guys that sort of retire it's like yeah
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they've been on the downswing for a while you kind of know what's coming and and um you know
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certainly we went through that went through that with with bryant and uh and yeah but but it's like
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but it makes it almost more tragic in a way because it's like all right now on one hand it's
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like oh wait you know if cody bryant was put on earth to play basketball he played basketball
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played it well, accomplished all he could accomplish, and that was that. On the other hand,
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you know, he more than most athletes really seemed to be leaning into sort of, you know,
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his second act as it were. And he was so clearly, you know, for, you know, again, say what you will
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and what needs to be said about his past. He was so clearly devoted to his family and, you know,
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like the whole reason he had a helicopter was because he wanted to be able to drive his kids
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He'd take his to school in the morning
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and pick him up in the afternoon.
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And that was the only way that was viable in Los Angeles.
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And so he's been on thousands of helicopter rides.
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And it's like, oh man, it's rough.
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- Yeah, I saw it.
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There was a, it's just a heartbreaking clip.
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I mean, all of it's heartbreaking.
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It's just tragic.
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But there was a clip of him on the Jimmy Kimmel show
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recently, and I guess he has, or had, four daughters.
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And-- - One was just born.
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- Yeah, one was just born in June.
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but he has one who's older, his second daughter was 13,
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and she was the one who died with him
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when the helicopter crashed going to a basketball game.
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But he was talking to Jimmy Kimmel,
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and I didn't see the initial context for the interview,
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but it was basically that people keep coming up to him
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and saying, "Hey, you got all these girls,
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"but you gotta keep going, you gotta have a boy,
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"someone to carry on your legacy, have a boy."
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And he was like, "Hey, I already got a kid
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"who's gonna carry on my legacy, Gigi," his daughter,
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and that she's really good at basketball.
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That's the one who died with him and then I was watching there were some clips on Twitter of her playing and man
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There was a place she made as a 13 year old. It's like oh my god
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There was this play where she stole the ball
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I get a press and then like did like a spin move between two defenders and then like the nicest little easiest finger roll and it
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Was like oh my god that she's got it. You know, she had it
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Just I'm tearing up as I think about it
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I mean, I'm not I'm a sports fan certainly not a Lakers fan
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but it's like, man, when somebody dies,
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I mean, you don't have to root for the team to just,
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your heart just goes out.
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And you're a bigger basketball fan than me,
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but man, you just, what Kobe meant
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to that generation of players, it's just unbelievable.
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- Oh, that's something that's been super striking to me.
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Because for you and I, it was Jordan, right?
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Like, Jordan was the guy, you know,
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I mean, just to do a rough analogy,
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like, Jordan was like the Clay Christensen for me,
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like, where you look up to him, like, you grow up with him.
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Like he came in the league, you know, when I was just when I was just a kid and his dominant years in the 90s
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I was in high school and so, you know
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He was someone like he was older like he was doc
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He was there present my whole life like even like the bird and Johnson, you know, Magic Johnson era like that's probably
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What they were for you is what Jordan was for me
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Yeah, like they were already there when I got there. I mostly remember them as a little kid
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Well, and I mostly remember their their their sort of decline when I remember sort of their their prime
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Yeah, I was yeah, but the age difference is such that the bird magic dr
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J era is a little bit more for me what Jordan was for you
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But like burden magic rookie year was 79 or 80 80
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79 - 80 maybe like where the 80
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the 1980 finals was the one where Kareem had the the killer migraine headache couldn't play and
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Magic who was the point guard played center came into Philly and won a huge game as the center
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- When he played, I mean, it helps when you're 6'9",
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you know, that you can just sub in for Kareem Abdul-Jabbar
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in the NBA Finals as a point guard.
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- Right, we're the greatest players of all time.
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- But still, it just showed that he was there.
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But 1980, I was only seven years old,
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I don't friggin' remember, I can't say it.
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So by the time I really understood basketball,
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Bird and Magic and Dr. J were already the guys,
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you know what I mean?
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They were just there, they were the NBA.
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And Jordan was the first player at that level,
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like someone who's in the argument
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for best player of all time.
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And who, I still would say is the best player,
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but somebody who was in that argument,
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who I remember being drafted, playing,
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I remember Jordan playing college,
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I remember when Jordan was on the Olympic team
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with Bobby Knight as the coach.
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And I remember, I remember the one,
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I mean, again, I wanna talk about Kobe,
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but I just remember, as like a seminal moment,
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I remember the time, this '86 season,
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when Jordan had a knee injury
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and missed a ton of the regular season
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and played in the playoffs
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and lit the Celtics up for like 64 points
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in a playoff game.
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And the Celtics ended up wanting,
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but Bird said something after the,
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and Bird was like the most competitive,
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rotten son of a bitch who ever played sports
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and he was just like,
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even though they hadn't finished the series yet,
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he was like, "Yeah, he's the best player of all time."
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which is not easy for those guys to say.
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- No, not easy for Larry Bird to say.
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- But that's the thing though,
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is the way we feel about Jordan and Bird,
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or you feel about Bird and Magic,
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that's how all the players today feel about Kobe.
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- Yeah, totally.
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- And so it's like when you see them so devastated
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that all the guys in the NBA looked up to him.
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And he was like, he's your favorite player's
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favorite player, basically, is the way to think about it.
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And you can understand, it was like an age thing.
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That makes me feel old, right?
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It makes me feel old to see all these NBA players
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that I love to watch, but they're all at least
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like 10 years younger than me, right?
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So of course Kobe's their guy, and it's not Jordan
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in the latest for me.
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- I know all of these guys, yeah, exactly what you said.
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He meant so much to all of these guys,
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and there's so many of them who say,
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yeah, that's the guy who I watch,
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and I was like, yeah, I wanna be in the NBA.
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But one of the guys who stood out to me,
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I mean, they have so many comments,
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many tearful interviews in the last few days, but Steph Curry was talking about, I saw Steph Curry
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and Steph said that the searing memory for him was that game where Kobe scored 80. And he's like,
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"Look, I know Wilt Chamberlain scored 100, but I can't relate to that." And that might stand for the
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ages. But that was like 1961 or something like that. These guys saw Kobe Bryant score 80 points
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In a game and that's like what Steph was saying like I saw it. You know and it was like the modern game
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Like I know and I know now I'm in the league and I know what that means
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You know like I know how impossible that is to rack up 80 points in a game. You know and
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It's just unbelievable
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The thing with the other thing with the other thing with him is you know I wasn't like a fan either
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I wasn't a Kobe fan. I've been you know there's a
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You know particularly the waiters. You know he's notorious for you know he's gonna get his shots up
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You say it was a modern game.
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It was a modern game relative to Wilt,
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but modern to today's more space-oriented,
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three-point oriented, a bit more different,
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different for sure.
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But I think the thing that,
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what marks this sort of,
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there's different levels of greatness.
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There's greatness purely in a basketball sense.
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Like Tim Duncan, probably from a pure basketball sense,
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a better player, more significant than Kobe.
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but from a cultural sense, from the holistic nature of basketball, where it's not just about
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what happens on the court, but the impact on those around you, the entire media landscape,
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the sort of expansion of the NBA to China is a huge part of this. Like, Kobe was astronomically
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more important than Tim Duncan. You know, it's kind of like, if you take a feeds and speeds
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approach to basketball, you know, to tie it to like a sort of tech idea, like, yeah, Tim Duncan
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as better feeds and speeds relative to Kobe,
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like sort of historically speaking,
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but if you take a holistic view of all,
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everything that goes into being a basketball player,
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everything that goes into being significant and meaningful,
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like Kobe is just so much bigger,
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and again, I say that as someone that's not a Kobe fan,
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but it recognizes the fact that the impact
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is just so huge.
00:14:07
◼
►
- If you could go back in time
00:14:09
◼
►
and draft either him or Tim Duncan as the GM of a team,
00:14:13
◼
►
and your goal is to win championships,
00:14:15
◼
►
I would take Tim Duncan in a heartbeat.
00:14:17
◼
►
Although maybe you kinda wanna make sure
00:14:21
◼
►
you have Pop there too.
00:14:22
◼
►
- Well it's interesting, if you're a market like San Antonio
00:14:25
◼
►
you wanna take Tim Duncan a million times out of a million.
00:14:28
◼
►
If you're the Lakers, you wanna take Kobe.
00:14:30
◼
►
Like you're the Lakers.
00:14:31
◼
►
You're like the Lakers more than any franchise
00:14:34
◼
►
are absolutely about winning.
00:14:36
◼
►
They're the winningest franchise in history,
00:14:39
◼
►
but they're also about the show.
00:14:42
◼
►
I hate to say it, I hate the Lakers,
00:14:43
◼
►
particularly as a Bucks fan, losing,
00:14:46
◼
►
you know, he's talking about Kareem Abdul-Jabbar,
00:14:47
◼
►
like he was a Buck and lost into the Lakers
00:14:51
◼
►
because he wanted to go to the big market,
00:14:52
◼
►
the bright lights, and honestly,
00:14:54
◼
►
Milwaukee probably wasn't the greatest place
00:14:55
◼
►
for someone like him at that time in history.
00:14:58
◼
►
But they're probably, along with the Yankees,
00:15:03
◼
►
or at least in North American sports,
00:15:05
◼
►
the greatest franchise because they do it all.
00:15:09
◼
►
They win and they're like the star.
00:15:12
◼
►
And they're like the top of the town.
00:15:13
◼
►
- It's gotta be a show.
00:15:14
◼
►
- Exactly, exactly.
00:15:16
◼
►
- Yeah, and I was gonna say,
00:15:17
◼
►
if you're running a sneaker company
00:15:19
◼
►
and you wanna sign, you know,
00:15:20
◼
►
rookie Tim Duncan or rookie Kobe Bryant to a deal,
00:15:24
◼
►
you want Kobe.
00:15:25
◼
►
- I don't even know which sneaker company
00:15:29
◼
►
Tim Duncan was in.
00:15:29
◼
►
- No, I don't know either.
00:15:30
◼
►
I really don't.
00:15:31
◼
►
Whereas everybody knows Kobe was with Nike.
00:15:35
◼
►
- Everyone in the NBA wears,
00:15:37
◼
►
I'm pretty sure it's the most popular shoe.
00:15:38
◼
►
something like 33% or something, where are Kobe's?
00:15:41
◼
►
- Which is crazy, right, for a retired player.
00:15:44
◼
►
Just so sad, really sad.
00:15:49
◼
►
And then Christensen, Clayton Christensen.
00:15:51
◼
►
I don't know what's more likely.
00:15:54
◼
►
I know that people, you know, there's a lot of people
00:15:56
◼
►
listening to the show who don't know sports.
00:15:58
◼
►
Maybe it's possible that there's more people listening
00:16:00
◼
►
who do know Clayton Christensen.
00:16:01
◼
►
- Do know Christensen, no.
00:16:02
◼
►
This is a very unique audience.
00:16:05
◼
►
- But he's best known for his,
00:16:08
◼
►
- I would say, I mean, for his theory of disruption,
00:16:11
◼
►
which I should let you summarize.
00:16:13
◼
►
'Cause I know you-- - Well, basically.
00:16:18
◼
►
So the theory in general is that
00:16:19
◼
►
if the established sort of companies in a market,
00:16:24
◼
►
they succeed by listening to their customers.
00:16:26
◼
►
And at some point, though, they sort of like,
00:16:29
◼
►
they deliver a product that is good enough
00:16:32
◼
►
for most customers, and so in the pursuit of growth,
00:16:35
◼
►
they follow and listen to their most valuable customers
00:16:40
◼
►
and most demanding customers,
00:16:44
◼
►
and the products they build become more and more powerful,
00:16:45
◼
►
more and more feature-filled, and more and more expensive.
00:16:48
◼
►
And what happens is, a technological change enables
00:16:50
◼
►
some new entrant to serve the same market,
00:16:54
◼
►
but the new entrant serves people
00:16:57
◼
►
that don't need the big product,
00:17:00
◼
►
that have different needs,
00:17:03
◼
►
and they can't afford a big product.
00:17:01
◼
►
and it's worse, it's a worse product.
00:17:02
◼
►
And this worse product comes in and it sort of
00:17:04
◼
►
builds up a base and it starts to improve
00:17:07
◼
►
and because it's the worst product,
00:17:08
◼
►
it improves much more rapidly than sort of
00:17:10
◼
►
the existing product and it's lower priced
00:17:12
◼
►
because of technology and it sort of pulls in
00:17:17
◼
►
and starts to capture, slowly go up market,
00:17:19
◼
►
pulling in more and more people until the incumbent
00:17:21
◼
►
is left with nothing but the highest end customers
00:17:23
◼
►
and the super complicated, super expensive product
00:17:25
◼
►
and this low end product sort of takes the entire market
00:17:27
◼
►
from underneath them.
00:17:29
◼
►
And so you can sort of see the allure here to technology,
00:17:34
◼
►
because a technology change is critical to disruption.
00:17:38
◼
►
If you're just a cheap product,
00:17:41
◼
►
it's not a disruptive product,
00:17:42
◼
►
because by the time you become as full featured
00:17:45
◼
►
as the existing product, you're gonna be the same price.
00:17:48
◼
►
The analogy I think is commonly used is,
00:17:51
◼
►
if you're a Motel 6, you're not disruptive
00:17:53
◼
►
to the Ritz-Carlton.
00:17:56
◼
►
If you wanted to actually provide the same level of service
00:17:58
◼
►
product that the Ritz-Carlton did, you have to charge as much as Ritz-Carlton does. You're
00:18:02
◼
►
cheap because you deliver a cheap product. Whereas Airbnb is disruptive to Ritz-Carlton
00:18:08
◼
►
because a technological change, which is sort of a platform that commoditizes trust where
00:18:14
◼
►
you don't need sort of the brand name, you can start delivering on different vectors,
00:18:18
◼
►
having a kitchen, having a yard, having a different location, all these sorts of things that
00:18:23
◼
►
actually make it competitive in a way that's impossible for sort of a Ritz-Carlton to respond
00:18:29
◼
►
in a sort of one-to-one fashion.
00:18:31
◼
►
So to articulate this, you know, this is something, you know, and I certainly feel this too, there's
00:18:39
◼
►
a big aspect of writing about these sorts of things where it's something that people
00:18:43
◼
►
sort of knew and had an intuitive grasp on, and what's powerful is that someone sort
00:18:48
◼
►
of write it down and put it in writing.
00:18:50
◼
►
this is actually, there's a systematic way
00:18:52
◼
►
that this works again and again.
00:18:54
◼
►
And I think that's what Christian did,
00:18:56
◼
►
particularly for the first wave of technology.
00:19:00
◼
►
Like he wrote that in 1997,
00:19:02
◼
►
which is sort of the end of the IT era,
00:19:05
◼
►
the sort of beginning of the internet era.
00:19:07
◼
►
And it was a sort of, I think,
00:19:10
◼
►
catalyzing moment for a lot of executives
00:19:13
◼
►
and venture capitalists that's like,
00:19:14
◼
►
oh, that makes sense, I've seen this before.
00:19:17
◼
►
- This is what keeps happening over and over again.
00:19:20
◼
►
over again. And this is the pattern I should look out for.
00:19:24
◼
►
- That's right, that's right. And what's interesting is
00:19:26
◼
►
Christensen wrote it mostly for sort of existing,
00:19:29
◼
►
you know, he worked at Harvard Business School,
00:19:30
◼
►
so he writes it for existing managers of existing companies.
00:19:33
◼
►
But VCs and tech executives took it as like marching orders,
00:19:37
◼
►
right, 'cause they didn't want to look at being
00:19:40
◼
►
the incumbent companies, like, oh, we're trying to build
00:19:42
◼
►
the new entries, the new entrance to these industries,
00:19:45
◼
►
you know, leveraging technology to have a sort of
00:19:47
◼
►
fundamental cost advantage going forward,
00:19:49
◼
►
where we can deliver a crappier product that attracts users,
00:19:52
◼
►
but over time becomes something that's very competitive
00:19:55
◼
►
with them and beats them.
00:19:56
◼
►
- Yeah, and I think that he helped systemize
00:20:02
◼
►
in a very cogent way.
00:20:06
◼
►
Like, there's a lot of people in that racket,
00:20:09
◼
►
whatever you would call what he did,
00:20:11
◼
►
whose writing I find impenetrable.
00:20:13
◼
►
Whereas I always found the stuff I read of his
00:20:18
◼
►
Very cogent, very clear.
00:20:20
◼
►
And I think what he helped systemize was this idea that
00:20:23
◼
►
what heretofore a lot of people had chalked up
00:20:29
◼
►
to a bunch of unrelated flukes.
00:20:31
◼
►
Like, you know, the Japanese import cars
00:20:38
◼
►
coming in and taking over the,
00:20:41
◼
►
maybe not taking over is the wrong word,
00:20:43
◼
►
but certainly completely disrupting
00:20:46
◼
►
the US automobile market.
00:20:47
◼
►
I think is a prime example.
00:20:50
◼
►
I know one of his biggest case studies
00:20:52
◼
►
was like the steel industry and the way that lower cost--
00:20:56
◼
►
- Mini mills. - Yeah, mini mills
00:20:58
◼
►
took the market out from under US steel.
00:21:02
◼
►
And I think a lot of people looked at all these things
00:21:04
◼
►
as a series of flukes.
00:21:06
◼
►
In the computer industry,
00:21:08
◼
►
mainframes went to microcomputers,
00:21:11
◼
►
and microcomputers were like terribly misnamed
00:21:14
◼
►
'cause they were huge.
00:21:16
◼
►
- I know, what's funny is it was a terrible,
00:21:18
◼
►
it was a terrible naming in general,
00:21:21
◼
►
'cause the personal computer was terribly named as well.
00:21:22
◼
►
- Yeah, terribly.
00:21:23
◼
►
- The phone's the personal computer, right?
00:21:25
◼
►
- Yeah, totally. - Looking back, it's like
00:21:26
◼
►
this desktop big thing on your thing,
00:21:28
◼
►
oh, it's the personal computer.
00:21:29
◼
►
- I think I wrote that at one time,
00:21:30
◼
►
and if I didn't, do I, I sure wish I did.
00:21:32
◼
►
I think I did, I think there was a
00:21:33
◼
►
daring fireball piece one time
00:21:34
◼
►
where I was like, one of my reviews of the iPhone,
00:21:36
◼
►
where I was like, we blew it,
00:21:37
◼
►
we wasted the name personal computer,
00:21:39
◼
►
because this is the personal computer.
00:21:42
◼
►
But microcomputers were only micro compared to mainframes.
00:21:47
◼
►
And again, over and over again, this is a toy,
00:21:51
◼
►
these aren't serious, and then all of a sudden
00:21:53
◼
►
they put the other thing out of business,
00:21:54
◼
►
and then the personal computer came in and they were toys,
00:21:57
◼
►
and they're not useful for anything real,
00:22:00
◼
►
and they're for hobbyists and people with unkempt beards.
00:22:04
◼
►
And then next thing you know,
00:22:05
◼
►
nobody knows what a microcomputer is.
00:22:07
◼
►
And it happens over and over again.
00:22:09
◼
►
and if they weren't flukes, that this is a pattern.
00:22:12
◼
►
- Yep, I think that that's exactly right.
00:22:15
◼
►
I mean, the, it's super interesting
00:22:20
◼
►
because it means a lot to me personally,
00:22:22
◼
►
in part because a big,
00:22:25
◼
►
well, there's two parts with Christians.
00:22:26
◼
►
I wrote about this a little bit in Daily Update this week.
00:22:29
◼
►
The first one was I went to business school
00:22:31
◼
►
not because I really wanted to go to business school,
00:22:33
◼
►
but because I was an English teacher in Taiwan,
00:22:35
◼
►
and it was the shortest, fastest route to legitimacy
00:22:38
◼
►
in the US job market.
00:22:38
◼
►
I'm like, you know, like I just wanted to weigh in to sort of US tech companies and
00:22:43
◼
►
I thought, you know, I had been growing up on sort of tech culture online where the NBA
00:22:47
◼
►
is worthless, etc, etc. So I was very sort of cynical and skeptical going in. And one
00:22:53
◼
►
thing was just one, like being exposed to Christians in there, it was like, whoa, this
00:22:57
◼
►
is amazing, right? Like, I didn't even realize, you know, how influential he was in tech.
00:23:01
◼
►
I hadn't read him until I got to business school. It's like, it was so, to your point,
00:23:06
◼
►
It was so intuitive.
00:23:07
◼
►
And what's so fascinating about his insight
00:23:12
◼
►
is so many sort of strategic evaluations,
00:23:16
◼
►
and you look at companies and why they do what they do,
00:23:19
◼
►
distilled to, wow, they're dumb.
00:23:22
◼
►
Actually, no, these companies are filled
00:23:24
◼
►
with very smart people.
00:23:25
◼
►
And what was so interesting about disruption as a whole,
00:23:28
◼
►
and I think is one of my biggest meta takeaways from it,
00:23:31
◼
►
is the implication of it is managers can fail
00:23:35
◼
►
by doing exactly what they're supposed to do.
00:23:37
◼
►
Like their mistake, quote unquote,
00:23:40
◼
►
is serving their customers well.
00:23:43
◼
►
And it's like, well that's what's so elegant
00:23:47
◼
►
about the theory, it's not saying
00:23:48
◼
►
that they're doing things wrong,
00:23:50
◼
►
it's that by doing things right,
00:23:52
◼
►
they're putting themselves in an uncompetitive position
00:23:54
◼
►
if some sort of paradigm change comes along.
00:23:57
◼
►
And you see this again and again in technology
00:23:59
◼
►
where the companies are dominant in one area
00:24:01
◼
►
and they're like, why do startups succeed
00:24:03
◼
►
in displacing them?
00:24:04
◼
►
Well, because something fundamental in the core model shifts at the startup by virtue of being a startup can adapt themselves to and take advantage of in a way that an existing company with tons of people and tons of resources can't.
00:24:16
◼
►
And I think almost the meta point, where it's like a cultural point and a cost structure point where you get locked into a way of doing business and aren't able to respond, it's what enables startups to succeed against super, you know, like startups don't just beat struggling companies, they
00:24:34
◼
►
beat successful companies.
00:24:35
◼
►
Why does that happen?
00:24:36
◼
►
So it was like that matter point, I think,
00:24:39
◼
►
is interesting as well.
00:24:41
◼
►
But so that like was--
00:24:42
◼
►
I first wrote about Christiansen in business school saying,
00:24:45
◼
►
why has Apple not been disrupted?
00:24:47
◼
►
And that was trying to sort of like put them together,
00:24:51
◼
►
like the things about disruption and Apple's successes
00:24:55
◼
►
seemed to go counter to that.
00:24:56
◼
►
But by the time I started Chitekery,
00:24:58
◼
►
which is a couple of years later,
00:24:59
◼
►
I actually thought that-- because Christiansen
00:25:01
◼
►
was very critical of the iPhone.
00:25:03
◼
►
- I was gonna get to this, yeah.
00:25:05
◼
►
- It's possibilities, right?
00:25:07
◼
►
He thought Nokia wasn't gonna back
00:25:09
◼
►
'cause it's a state of technology, et cetera, et cetera,
00:25:10
◼
►
and I'm like, no, that's wrong.
00:25:13
◼
►
And actually, I actually wrote an article called
00:25:16
◼
►
Why Clay Christensen is Wrong,
00:25:17
◼
►
which was probably pretty combative in retrospect,
00:25:21
◼
►
but this was me, like, you know,
00:25:23
◼
►
fresh blogger, out of business school,
00:25:25
◼
►
wanting to make a name for himself,
00:25:27
◼
►
and so I was probably a little more aggressive
00:25:30
◼
►
in my titling then than I would be now.
00:25:32
◼
►
But it was, you know, it's like, I mean,
00:25:36
◼
►
it's like Kobe, you know, Kobe Indian
00:25:39
◼
►
wants to play Michael Jordan, he wants to beat him, right?
00:25:40
◼
►
It's like, me wanting to take that on
00:25:44
◼
►
was because he was such an intellectual hero for me
00:25:48
◼
►
that like the greatest honor I could do,
00:25:49
◼
►
it was like, I'm gonna take you on.
00:25:51
◼
►
Like, I'm gonna say why this is wrong.
00:25:52
◼
►
And you know, probably a bit audacious and brash
00:25:55
◼
►
in retrospect, but it was a testament
00:25:58
◼
►
to how much I looked up to him and his work
00:26:01
◼
►
I would even think to write a piece called that.
00:26:04
◼
►
- Yeah, basically, and I think he came around on this too,
00:26:08
◼
►
and I think in a very interesting way,
00:26:10
◼
►
and it just shows how intellectually,
00:26:12
◼
►
his intellectual approach was the right way,
00:26:17
◼
►
which was that he's, you know, to me, it's a huge thing.
00:26:20
◼
►
Are you willing to admit a mistake?
00:26:21
◼
►
It's one of the biggest things in the world.
00:26:23
◼
►
And to me, it's, I mean, we could do a whole show
00:26:25
◼
►
about how the whole world's going to hell in a handbasket
00:26:27
◼
►
because nobody's willing to reconsider their views
00:26:30
◼
►
on anything. But like I've always said, the only way to be right all the time is to more or less,
00:26:35
◼
►
try to be right all the time, be smart enough to be right most of the time, but be humble enough
00:26:41
◼
►
to recognize when you're wrong and then correct it. And if you can do that, then you can come
00:26:45
◼
►
really close to being right all the time. But you've got to have that, that last part is
00:26:49
◼
►
important because you're going to be wrong sometimes. You know, I am, no doubt about it.
00:26:54
◼
►
But I thought his analysis of the iPhone was interesting.
00:27:00
◼
►
if, you might have been wrong even if Apple had made
00:27:06
◼
►
the iPod phone that we had,
00:27:08
◼
►
a lot of us had been expecting.
00:27:09
◼
►
But basically he thought, you know, this is expensive,
00:27:12
◼
►
this is coming in at the high end.
00:27:14
◼
►
Yes, it's, you know, just, you know,
00:27:16
◼
►
it's certainly innovative and it's ahead of the pack,
00:27:19
◼
►
but that the pack is gonna catch up
00:27:20
◼
►
and then everybody's just gonna buy the mass market stuff.
00:27:23
◼
►
more or less that the thing that happened to the Mac
00:27:26
◼
►
with the Windows PCs would happen again.
00:27:29
◼
►
I don't think that's an unfair summary.
00:27:33
◼
►
And I think even he acknowledged later on
00:27:36
◼
►
that his mistake was that the iPhone
00:27:39
◼
►
wasn't disruptive to the cellphone industry.
00:27:43
◼
►
It was disruptive to the PC industry.
00:27:47
◼
►
And there, the iPhone wasn't a heavy-handed,
00:27:51
◼
►
expensive over-the-top thing, it was pure disruptive theory.
00:27:56
◼
►
It was lower end, it was underpowered, it was smaller.
00:28:01
◼
►
It had this tiny little three and a half inch screen.
00:28:03
◼
►
It ran a cut down version of a PC operating system.
00:28:08
◼
►
It only ran one app on, it still only runs
00:28:10
◼
►
one app on screen at a time, and totally replaced
00:28:14
◼
►
so many hours of so many people's days
00:28:17
◼
►
that they used to spend on PCs.
00:28:20
◼
►
- That's right, it's a perfect example of disruption.
00:28:24
◼
►
That's what's so ironic about it.
00:28:25
◼
►
And you're right, and to his credit,
00:28:27
◼
►
he admitted this later, he was thinking about the iPhone
00:28:32
◼
►
as being a phone, which is understandable,
00:28:33
◼
►
because the name is iPhone.
00:28:35
◼
►
And the whole point is that it wasn't a phone.
00:28:37
◼
►
It was a computer that happened to make phone calls.
00:28:40
◼
►
And once you realized it was a computer,
00:28:43
◼
►
it's the epitome of disruption.
00:28:45
◼
►
And again, because the other thing too is
00:28:47
◼
►
the way people used the iPhone at the beginning
00:28:50
◼
►
was not to replace their computers.
00:28:52
◼
►
It started out by doing other stuff, right?
00:28:54
◼
►
And what's the point?
00:28:55
◼
►
These products start serving needs
00:28:58
◼
►
that are not met by sort of the incumbent,
00:29:00
◼
►
and then they add on, they get better,
00:29:02
◼
►
and then they start to take away from the incumbent.
00:29:04
◼
►
And you end up with exactly what disruption theory
00:29:07
◼
►
sort of predicts, where yes, at the very highest end,
00:29:10
◼
►
you still have PCs.
00:29:11
◼
►
There's things you can still only do on a PC,
00:29:14
◼
►
and PCs actually over time have gotten more expensive,
00:29:18
◼
►
particularly because the only ones using them
00:29:22
◼
►
are the most demanding users,
00:29:24
◼
►
and the entire bottom and middle part of the market
00:29:28
◼
►
has just been completely taken over by the phone.
00:29:31
◼
►
- Yeah, absolutely.
00:29:33
◼
►
Just in terms of Mindshare,
00:29:36
◼
►
in terms of what device do people upgrade more frequently,
00:29:40
◼
►
I mean, people would just hold onto their PC now
00:29:43
◼
►
until it frickin' breaks, whereas people,
00:29:46
◼
►
I'm not saying, you know, and famously,
00:29:48
◼
►
I know that year after year,
00:29:50
◼
►
I repeat myself all the time,
00:29:52
◼
►
that normal people don't upgrade their phones every year
00:29:54
◼
►
or even two years.
00:29:55
◼
►
They consider them very expensive purchases.
00:29:59
◼
►
They put them in tank-like cases to protect them
00:30:02
◼
►
because they're so expensive,
00:30:04
◼
►
and they do use them for multiple years.
00:30:07
◼
►
But they look forward to getting a new phone, right?
00:30:09
◼
►
It's a fun, this is a fun thing when you decide,
00:30:11
◼
►
hey, I'm gonna get a new iPhone 11,
00:30:13
◼
►
and wow, look at this, I get, you know,
00:30:15
◼
►
I have this amazing new camera and I can do all this stuff.
00:30:18
◼
►
It's, the screen's bigger, it's so much brighter,
00:30:21
◼
►
and they're happy.
00:30:22
◼
►
Whereas people look forward to getting a PC
00:30:25
◼
►
the way they look forward to getting a new microwave.
00:30:28
◼
►
It's like-- - Exactly right.
00:30:30
◼
►
- Oh, what a pain in the ass.
00:30:31
◼
►
I gotta take this thing out of my cabinet
00:30:33
◼
►
and I gotta figure out if it's gonna fit
00:30:35
◼
►
and oh, man, and now the buttons I don't really like.
00:30:38
◼
►
- Gotta try out 15 new mouses if you're John Sirquhousa.
00:30:42
◼
►
- Yeah, exactly.
00:30:43
◼
►
It's just a chore for most people.
00:30:44
◼
►
whereas the phone is something fun.
00:30:46
◼
►
Yeah, anyway, I just thought that was really insightful
00:30:51
◼
►
that he just totally, he completely recognized his mistake.
00:30:53
◼
►
And it wasn't like to fit it.
00:30:55
◼
►
It wasn't like, oh, now I figured out a way
00:30:57
◼
►
to make it fit my famous theory.
00:30:59
◼
►
It was that he figured out, you know, he's correct.
00:31:02
◼
►
It totally disrupted the PC, you know?
00:31:05
◼
►
- Which sort of will tie into something
00:31:07
◼
►
we wanna talk about later with the iPad,
00:31:08
◼
►
which also is closely related to the iPhone
00:31:12
◼
►
definitely disruptive to the PC industry.
00:31:16
◼
►
Or is it? Yeah. Well, anyway,
00:31:20
◼
►
let me take a break here. Next after this. And thank our first sponsor,
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So go to linode.com/the talk show.
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- I believe you wanted to say that
00:34:12
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during a fireball runs faster now, slower.
00:34:15
◼
►
- Oh, is that what I said, slower?
00:34:17
◼
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- I usually, I have the meat on.
00:34:19
◼
►
I was gonna jump on and catch you.
00:34:21
◼
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- That'll catch people's ears.
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No, it runs faster, so much faster.
00:34:24
◼
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It's ridiculous.
00:34:25
◼
►
All right, what else do we have on the agenda
00:34:29
◼
►
now that we're done with the obituary parts.
00:34:32
◼
►
I just wanted to toss this out there
00:34:35
◼
►
as a little bit of follow-up.
00:34:37
◼
►
Glenn Fleischmann and I, I think,
00:34:38
◼
►
talked about the Astros cheating scandal last week.
00:34:42
◼
►
There's a new website I'm gonna put in the show notes,
00:34:44
◼
►
signstealingscandle.com.
00:34:46
◼
►
This guy is an obsessive, he's a Houston Astros fan,
00:34:48
◼
►
and I give him credit.
00:34:50
◼
►
He's an Astros fan, and he is so upset
00:34:52
◼
►
that his beloved team,
00:34:55
◼
►
stooped to such a lowly and dastardly level
00:34:58
◼
►
to set up a cheating scandal. He logged 8,200 pitches from TV telecasts that are available
00:35:07
◼
►
online from the Astros 2017 series and created a website with all sorts of data about which
00:35:14
◼
►
batters were getting these trashcan signals.
00:35:18
◼
►
It's just something that I think is not clear to maybe non-baseball fans. There is super
00:35:26
◼
►
interesting I'd retweeted this last night but apparently Randy Johnson was
00:35:30
◼
►
tipping his pitches throughout his career and he never knew until Eduardo Perez
00:35:35
◼
►
told him at the at his Hall of Fame induction and and and be like oh
00:35:40
◼
►
cheater like no that's not cheating right like right you picking up this
00:35:44
◼
►
like this the guy beyond second and looking in on the catcher or a batter
00:35:48
◼
►
observing a pitcher super closely and figuring out what they're pitching
00:35:51
◼
►
That's smart baseball, right?
00:35:53
◼
►
That's like, and the difference with the Astros
00:35:56
◼
►
is using cameras and like phones and the Boston Red Sox
00:36:01
◼
►
previously using like Apple watches,
00:36:03
◼
►
it's using electronic means to do it.
00:36:06
◼
►
That is the problem.
00:36:08
◼
►
- Specifically, after the commissioner of baseball
00:36:10
◼
►
sent a very curt letter to every team in the league,
00:36:15
◼
►
reemphasizing that league policy is that
00:36:18
◼
►
it comes to sign-stealing, electronic devices of any kind are completely verboten over the
00:36:24
◼
►
line, you know, and they don't get into, like, the—what you can pick up with your own eyes
00:36:31
◼
►
and maybe hand signals or whatever else you're doing without using electronics. The League
00:36:36
◼
►
just sort of—they don't—there's no rules about it. It's just sort of a gray zone.
00:36:40
◼
►
They didn't acknowledge it, but they—
00:36:41
◼
►
Well, it's not a gray zone. It's a black—no, it's totally okay. Like, the idea of stealing—
00:36:43
◼
►
Well, they don't mention it, though. But they don't—but the commissioner doesn't
00:36:47
◼
►
say that it's okay, right?
00:36:48
◼
►
The commissioner doesn't say it's okay
00:36:50
◼
►
to steal signs with your eyes.
00:36:52
◼
►
It's just understood that it is because how else,
00:36:54
◼
►
you know, what else, you almost couldn't ban it.
00:36:57
◼
►
But they sent a letter, all this stuff happened
00:37:01
◼
►
after the league reemphasized what had already been
00:37:04
◼
►
on the books, but just to make clear that electronics
00:37:07
◼
►
of any kind, wired, wireless, anything that's electronic,
00:37:10
◼
►
and everybody knows what's electronic and what's not,
00:37:13
◼
►
is banned, and so, you know.
00:37:16
◼
►
Yeah, that's interesting. I didn't see that about Randy Johnson.
00:37:20
◼
►
Yeah, I'll pass it to you. But yeah, it's actually, it's funny. The reason I found
00:37:25
◼
►
it is because another former Major Leaguer retweeted it and said, "Oh, it's totally
00:37:29
◼
►
true. It's the only way I could square up against him." And what's amazing is, that's
00:37:35
◼
►
the sort of thing where it's probably fairly widely known. Like, everyone's so helpless
00:37:40
◼
►
against Randy Johnson that any tip you can get is going to help. And he was still completely
00:37:45
◼
►
dominant, which goes to show what a dominant pitcher he was
00:37:49
◼
►
if he was actually tipping his pitches
00:37:50
◼
►
and was still striking guys out like crazy.
00:37:53
◼
►
- Randy, for those of you who don't know,
00:37:56
◼
►
Randy Johnson was six foot 10.
00:37:58
◼
►
He was an enormously tall, he would have been tall
00:38:01
◼
►
as a basketball player.
00:38:02
◼
►
- And he threw like sidearms, or like three quarter arm.
00:38:08
◼
►
- And was one of those tall lanky fellows
00:38:11
◼
►
who you often do see in basketball.
00:38:14
◼
►
There's the famous Leonardo da Vinci picture
00:38:18
◼
►
of like the human typical scale of a human being.
00:38:23
◼
►
And I don't know, I just assume everybody knows this,
00:38:26
◼
►
but it's an interesting fact
00:38:28
◼
►
that most people have an arm span.
00:38:31
◼
►
In other words, you put your arms out side to side
00:38:33
◼
►
from fingertip to fingertip
00:38:35
◼
►
is usually almost exactly as tall as you are.
00:38:39
◼
►
And Leonardo drew this in a circle.
00:38:42
◼
►
put a circle around a figure of a man
00:38:44
◼
►
with his arms straight out.
00:38:45
◼
►
But sometimes there's a lot of basketball players
00:38:48
◼
►
who have an arm span that's even longer than they are tall,
00:38:52
◼
►
even though they are tall.
00:38:53
◼
►
And it's a tremendous advantage in basketball
00:38:56
◼
►
to have a very long arm span.
00:38:58
◼
►
Randy Johnson was one of those types.
00:38:59
◼
►
So in addition to being six foot 10, which is really tall,
00:39:03
◼
►
and therefore makes the ball come out
00:39:04
◼
►
at an angle you're not used to,
00:39:06
◼
►
and the fact that he threw sidearm, which is weird,
00:39:09
◼
►
and made the ball seem like it was coming out
00:39:11
◼
►
side of the mound, his arms were so long that it was any, you know, would take a long stride
00:39:16
◼
►
towards the plate that it was almost like he threw harder than most pitches, pitchers,
00:39:20
◼
►
but because he was so long and his arms are so long, it was like, it was like he got to
00:39:23
◼
►
start four feet closer to you.
00:39:26
◼
►
And it was coming in from the side if you're a left handed pitcher in particular, it's
00:39:29
◼
►
like coming from behind your head.
00:39:30
◼
►
You've probably seen it.
00:39:32
◼
►
Because it was back in the era before interleague play.
00:39:35
◼
►
So the National League players didn't really get to see American League players much and
00:39:38
◼
►
and Randy Johnson was an American League pitcher,
00:39:40
◼
►
but John Kruk, Philadelphia Phillies' first baseman
00:39:44
◼
►
in the All-Star Game against, do you ever see that at bat?
00:39:48
◼
►
- Yep, absolutely, just, hopeless.
00:39:52
◼
►
- He's like, "Nope," in the All-Star Game,
00:39:56
◼
►
and he just was like, "Nope."
00:39:58
◼
►
I'll have to put a clip of it in the show notes,
00:39:59
◼
►
'cause it really shows you how crazy scary
00:40:02
◼
►
he was as a pitcher.
00:40:03
◼
►
- No, you just think about it, you're in there,
00:40:06
◼
►
it's already sort of terrifying that these guys
00:40:08
◼
►
coming in, you know, 100 miles per hour,
00:40:10
◼
►
'cause he would throw 100.
00:40:11
◼
►
And it's literally coming from behind your head.
00:40:15
◼
►
And cutting across you.
00:40:16
◼
►
- John Kruk looked like if I was up there
00:40:22
◼
►
batting against any major league pitcher,
00:40:24
◼
►
I would just be terrified, leaning back,
00:40:27
◼
►
diving backwards out of the box.
00:40:30
◼
►
Anyway, I gotta put a link into the show notes
00:40:36
◼
►
about this website where this guy obsessively documented
00:40:39
◼
►
8,200 pitches over the season.
00:40:43
◼
►
I just, I'm always fascinated by anybody
00:40:45
◼
►
who's obsessive about anything but this in particular.
00:40:48
◼
►
And again, extra points for him being an Astros fan.
00:40:51
◼
►
What else did I wanna talk about on follow up?
00:40:55
◼
►
I guess I don't have a lot more to say.
00:40:57
◼
►
Glenn and I last week really went deep
00:40:59
◼
►
on the whole iPhone iCloud encryption thing.
00:41:04
◼
►
So I don't have a lot to follow up on that.
00:41:06
◼
►
I guess the one point I wanna make
00:41:08
◼
►
and I sorta kinda need to write about it just to clarify
00:41:12
◼
►
is, and I think that this is a little bit Apple's fault too,
00:41:17
◼
►
is tossing around the word encryption
00:41:21
◼
►
and what's encrypted and what's not.
00:41:22
◼
►
Because it's, at this point, it isn't useful
00:41:27
◼
►
to clarifying what the point is
00:41:28
◼
►
of this whole thing with iCloud.
00:41:31
◼
►
because everything is encrypted in transit.
00:41:35
◼
►
Everything you do with iCloud from whatever your device is,
00:41:39
◼
►
whether it's an iPhone, iPad, Mac,
00:41:42
◼
►
in between your device and the iCloud servers
00:41:45
◼
►
that Apple runs, on the network, everything is encrypted.
00:41:50
◼
►
Everything you do.
00:41:51
◼
►
On disk, on the iCloud servers,
00:41:58
◼
►
everything is encrypted in some way,
00:42:00
◼
►
except for email, and email's an exception
00:42:03
◼
►
because that's just the way IMAP email works.
00:42:05
◼
►
And I had a link to a Jeff Duncan article
00:42:08
◼
►
from years ago explaining why, and it's complicated,
00:42:11
◼
►
but it more or less, long story short,
00:42:13
◼
►
is because email was invented in the prehistoric days
00:42:18
◼
►
of the internet when nothing was encrypted
00:42:21
◼
►
and everything was stored, plain text files on disk.
00:42:24
◼
►
And email's like the one aspect of that prehistoric internet
00:42:29
◼
►
that's still with us and will probably always be with us,
00:42:32
◼
►
and it's just the nature of it that that's how email works.
00:42:34
◼
►
It can't be encrypted.
00:42:36
◼
►
So if you ever, if you are gonna commit crimes,
00:42:39
◼
►
don't coordinate. - Don't email about them.
00:42:41
◼
►
- Don't email about them.
00:42:42
◼
►
Because even if you do the thing,
00:42:44
◼
►
and I don't wanna go on a side note about it,
00:42:45
◼
►
you, and I don't wanna get emails,
00:42:47
◼
►
people telling me about like PGP,
00:42:50
◼
►
where what you can do is email someone
00:42:52
◼
►
where the text of the email is encrypted.
00:42:56
◼
►
Because even then, even if you use something like PGP
00:42:59
◼
►
to encrypt the text of your email,
00:43:02
◼
►
the headers, the header files of the email
00:43:04
◼
►
can't be encrypted.
00:43:05
◼
►
There's no way to encrypt the whole thing.
00:43:07
◼
►
And so like, okay, the contents of an email
00:43:09
◼
►
can be encrypted, but it's a huge pain in the ass.
00:43:12
◼
►
Almost nobody does it.
00:43:13
◼
►
Email isn't really meant to be used that way.
00:43:16
◼
►
And anybody who subpoenas your email or has access to it
00:43:20
◼
►
can see all the headers anyway,
00:43:21
◼
►
and they can see that you were emailing Les Parnas
00:43:24
◼
►
whoever it was you were emailing.
00:43:26
◼
►
So don't use email for crime.
00:43:29
◼
►
Or anything you don't really,
00:43:32
◼
►
anything you really feel like needs to be secret.
00:43:35
◼
►
But anyway, the point I wanna make is Apple encrypts,
00:43:38
◼
►
so email aside, for good reason,
00:43:40
◼
►
everything that Apple stores on disk in iCloud
00:43:42
◼
►
is quote unquote encrypted.
00:43:45
◼
►
The issue is not what's encrypted and what's not.
00:43:49
◼
►
The issue is who can decrypt what's there.
00:43:53
◼
►
And there's two types.
00:43:55
◼
►
There's the types of stuff that they store
00:43:57
◼
►
that only you, the user, can decrypt
00:44:00
◼
►
using your device keys and your personal password.
00:44:05
◼
►
And then there's the stuff that both you can decrypt,
00:44:09
◼
►
of course, and the stuff that Apple has its own key for
00:44:14
◼
►
and can decrypt.
00:44:16
◼
►
And iCloud backups are in that latter category
00:44:20
◼
►
where Apple has a key to them
00:44:22
◼
►
And the good part of it is if you are more likely,
00:44:27
◼
►
probably if you listen to the show,
00:44:29
◼
►
probably not you, but someone you know
00:44:32
◼
►
forgets their iCloud password
00:44:35
◼
►
and they leave their iPhone in a cab
00:44:38
◼
►
or it gets run over by a car or something
00:44:40
◼
►
and gets destroyed, now their iPhone is destroyed
00:44:44
◼
►
and they go to buy a new iPhone
00:44:46
◼
►
and the only backup they have is their iCloud backup
00:44:49
◼
►
and they don't know their iCloud password.
00:44:51
◼
►
What happens? Well, you can go to the Apple store and I actually don't know exactly what—a couple
00:44:59
◼
►
people ask me, like, what do they do to confirm that you're you? Like, so that Joe Random
00:45:04
◼
►
thief can't go into an Apple store and say, "Hey, I'm John Gruber. I need to get my iCloud
00:45:11
◼
►
backup." I don't know what they do. You know, I guess they—hopefully they ask for ID and—I'm
00:45:15
◼
►
actually not sure. I wish I did know exactly what they did to verify. But anyway, you can
00:45:20
◼
►
if you somehow convince them you are who you are,
00:45:24
◼
►
they can decrypt your iCloud backup
00:45:27
◼
►
and then restore it to a new iPhone
00:45:29
◼
►
and you don't lose anything.
00:45:31
◼
►
The downside of that is that law enforcement
00:45:35
◼
►
around the world can issue a subpoena.
00:45:37
◼
►
Well, I say downside,
00:45:39
◼
►
downside from a privacy perspective,
00:45:41
◼
►
upside in some way,
00:45:42
◼
►
which is why it's a debate for solving crimes.
00:45:45
◼
►
If you actually are a criminal,
00:45:47
◼
►
they can subpoena Apple and Apple can provide them
00:45:50
◼
►
the contents of your decrypted iCloud backup. So that's the whole issue. Who can decrypt
00:45:56
◼
►
it? Just you or you and Apple?
00:45:59
◼
►
Yeah, that's right. And I think that that's a good articulation of the issue. And I'm
00:46:06
◼
►
glad you pointed out at the end, there is good news that Apple can do that. And this
00:46:17
◼
►
This is something I thought a lot in the context of Facebook.
00:46:21
◼
►
Facebook's talking about encrypting Messenger by default and stuff like that.
00:46:27
◼
►
And there's questions about child sexual abuse material online.
00:46:34
◼
►
And one thing that comes up is that there's way more instance of it in Messenger than there is in WhatsApp.
00:46:40
◼
►
And the question is, is that because people are more evil and nefarious on Messenger than they are on WhatsApp?
00:46:45
◼
►
or is it because WhatsApp is already end-end encrypted, which means no one actually knows what's going through WhatsApp,
00:46:50
◼
►
whereas Messenger is not.
00:46:51
◼
►
And again, to your point, I think particularly in our corner of the internet,
00:46:59
◼
►
where more people know who Clay Kirsch is than who Kobe Bryant is,
00:47:02
◼
►
there's a tendency to, I think, over-index on one side as opposed to the other,
00:47:07
◼
►
and say that, "Oh, obviously it should be this way."
00:47:09
◼
►
There's real questions here, and again, that doesn't mean your position is wrong,
00:47:15
◼
►
But I think those of us that,
00:47:18
◼
►
I would say I'm a little more towards the middle,
00:47:21
◼
►
but I'm absolutely even strong in encryption.
00:47:22
◼
►
I believe there should be no back doors,
00:47:24
◼
►
et cetera, et cetera.
00:47:25
◼
►
I think by at least acknowledging and appreciating
00:47:29
◼
►
those that come at it from a different perspective,
00:47:31
◼
►
you can make a stronger argument for that position.
00:47:33
◼
►
And so I think that's an important thing to call out.
00:47:36
◼
►
- Yeah, you have to acknowledge.
00:47:37
◼
►
Anybody who's a good actor and has,
00:47:41
◼
►
is being honest and is knowledgeable about the entire situation, has to acknowledge either
00:47:48
◼
►
way, no matter whether you're on the side of we really did, you know, Apple should maintain
00:47:53
◼
►
these keys and provide them to law enforcement when subpoenaed for good reason, or if you're
00:47:59
◼
►
on the side that Apple should switch iCloud backups to be truly end-to-end encrypted where
00:48:04
◼
►
only the user has the key to do it, you have to at least acknowledge either way that there
00:48:09
◼
►
are significant trade-offs.
00:48:11
◼
►
You have to.
00:48:12
◼
►
If you don't, you're either being dishonest
00:48:14
◼
►
or you're ignorant.
00:48:17
◼
►
- Right, and you're not gonna win the argument, right?
00:48:18
◼
►
Like I actually think the most compelling argument,
00:48:21
◼
►
and I made this a few years ago with the San Bernardino
00:48:25
◼
►
case for winning this argument with sort of
00:48:28
◼
►
the US government, is the US government itself
00:48:32
◼
►
has an interest in encryption being strong
00:48:36
◼
►
and easy to use for normal people because the US government
00:48:38
◼
►
has more secrets and more value than sort of anyone.
00:48:41
◼
►
But you think about it from an industrial perspective,
00:48:44
◼
►
like the most valuable IP in a lot of the most,
00:48:46
◼
►
in the strongest military in the world is United States.
00:48:49
◼
►
It follows that the United States has more of an interest
00:48:52
◼
►
in strong encryption than basically anyone else.
00:48:56
◼
►
And because keys do get out, keys escape.
00:49:00
◼
►
Like there's evidence of this again and again and again,
00:49:03
◼
►
a backdoor is available to both the good guys
00:49:07
◼
►
the bad guys and is usually found by the bad guys first and the and so there's a very sort of
00:49:13
◼
►
utilitarian argument to be made in favor of encryption that's not just a you know uh you
00:49:18
◼
►
know privacy good you know government bad sort of approach and i think actually would get the
00:49:23
◼
►
industry further uh as far as you know politically speaking then a sort of pure sort of like you
00:49:29
◼
►
know privacy principle based approach um from a winning hearts and minds sort of perspective
00:49:37
◼
►
- I don't think Glenn and I have made this super clear.
00:49:41
◼
►
The other thing I think is worth making super clear
00:49:43
◼
►
is from an Apple perspective, two other things.
00:49:45
◼
►
iMessage in particular and then your keychain.
00:49:49
◼
►
And the keychain, your keychain,
00:49:51
◼
►
if you use the iCloud keychain syncing,
00:49:54
◼
►
syncs completely outside of the iCloud backup system
00:49:58
◼
►
and is done in a way where only your keys can decrypt it
00:50:03
◼
►
and Apple doesn't have it.
00:50:06
◼
►
So if the FBI went to Apple and had a subpoena
00:50:11
◼
►
for everything they have about you,
00:50:13
◼
►
one thing they wouldn't get is your keychain.
00:50:16
◼
►
They would not get all,
00:50:17
◼
►
they wouldn't get any of your keychain.
00:50:19
◼
►
iMessage is in a weird nether zone
00:50:22
◼
►
where iMessage, from the get-go,
00:50:24
◼
►
it is, it was, and I heard this way back when it was new,
00:50:29
◼
►
like, you know, when Jobs announced it famously,
00:50:31
◼
►
and said, we're gonna, no, and I guess it was FaceTime,
00:50:33
◼
►
he said he was gonna open source, not iMessage.
00:50:36
◼
►
But within like a year or two
00:50:38
◼
►
of when iMessage was introduced,
00:50:40
◼
►
I was talking to someone at Apple who said,
00:50:42
◼
►
they had a very simple idea.
00:50:45
◼
►
It would be like SMS, except,
00:50:49
◼
►
some kind of cross between SMS
00:50:50
◼
►
and then like AOL Instant Messenger, remember that?
00:50:53
◼
►
- I do. - And Apple had,
00:50:55
◼
►
you know, an AIM client.
00:50:56
◼
►
They had iChat, which, you know,
00:50:59
◼
►
and supported other protocols other than AIM too.
00:51:03
◼
►
It would be a replacement for SMS and instant messaging,
00:51:06
◼
►
and it would use your phone number and your Apple ID,
00:51:11
◼
►
and/or, I guess I should say, your Apple ID
00:51:16
◼
►
as a unique identifier for you.
00:51:19
◼
►
The fact that it uses your phone number
00:51:21
◼
►
would allow it to seamlessly replace SMS
00:51:23
◼
►
for iPhone-to-iPhone communication,
00:51:25
◼
►
'cause it would default, whereas if you and I
00:51:29
◼
►
had been SMSing together from your iPhone to my iPhone,
00:51:32
◼
►
and then we upgraded to the version of iOS
00:51:35
◼
►
that first had iMessage,
00:51:37
◼
►
our communication would just go right to iMessage,
00:51:40
◼
►
and we'd get blue bubbles instead of green ones,
00:51:42
◼
►
and we'd continue without knowing,
00:51:43
◼
►
other than the fact that our bubble color had changed,
00:51:46
◼
►
but we would no longer be limited
00:51:47
◼
►
by the technical limits of SMS,
00:51:49
◼
►
and perhaps the cost limits,
00:51:52
◼
►
because back then, which sounds ridiculous,
00:51:55
◼
►
some people were still paying like 10 cents on SMS,
00:51:57
◼
►
or had like a 500 SMS a month limit, or something like that.
00:52:02
◼
►
And then the other thing in--
00:52:03
◼
►
- The whole, what is it?
00:52:06
◼
►
Oh, sorry, go ahead.
00:52:07
◼
►
- The one other thing in that initial brief
00:52:09
◼
►
on what should it be was it should be encrypted
00:52:12
◼
►
in such a way that Apple cannot ever see the contents
00:52:16
◼
►
of anybody's iMessages.
00:52:18
◼
►
And then it was like, here.
00:52:19
◼
►
That's what they told the engineering team.
00:52:21
◼
►
They said, here, go build it.
00:52:22
◼
►
But right from the get-go,
00:52:24
◼
►
when it was just an idea on a whiteboard,
00:52:26
◼
►
one of the things right up there with let's replace SMS
00:52:29
◼
►
for iPhone-to-iPhone communication was,
00:52:32
◼
►
Let's design this in such a way that we cannot technically
00:52:36
◼
►
ever see the contents of anybody's iMessage.
00:52:39
◼
►
- And I think the follow-up to your point though,
00:52:44
◼
►
if you, and now they did iMessage in the cloud
00:52:48
◼
►
and all that sort of thing or whatever,
00:52:50
◼
►
it would still maintain that approach
00:52:53
◼
►
where it's fully encrypted,
00:52:55
◼
►
but if you have iCloud backups turned on--
00:52:59
◼
►
- Right, this is the problem.
00:53:02
◼
►
- You can access the backups.
00:53:03
◼
►
- Right, iCloud in the cloud is every bit as secure,
00:53:07
◼
►
or iMessage in the cloud. - iMessage in the cloud.
00:53:08
◼
►
- iMessage in the cloud, it remains only decryptable
00:53:12
◼
►
using your device keys.
00:53:15
◼
►
The asterisk is that your iMessage key
00:53:20
◼
►
is stored in your iCloud backup.
00:53:26
◼
►
So your backup contains it.
00:53:28
◼
►
In theory, Apple could change iMessage
00:53:33
◼
►
to work like Keychain.
00:53:35
◼
►
And even if they keep the iCloud backups
00:53:40
◼
►
encrypted in a way where Apple has the key,
00:53:43
◼
►
they could, and I believe should,
00:53:45
◼
►
change iMessage so that the key isn't in your iCloud backup.
00:53:50
◼
►
And the downside to that would be
00:53:53
◼
►
if you're one of these users.
00:53:56
◼
►
And apparently I heard from a bunch of people,
00:53:58
◼
►
like people who work as geniuses in the stores
00:54:00
◼
►
and people who's had friends and family
00:54:02
◼
►
who've encountered it.
00:54:03
◼
►
It truly is a common problem on a daily basis.
00:54:06
◼
►
Somebody said, like a listener of the podcast said
00:54:09
◼
►
that they were just in getting one of their
00:54:11
◼
►
Apple products serviced.
00:54:14
◼
►
And while they were waiting for the genius
00:54:16
◼
►
to go in the back and run the diagnostics,
00:54:18
◼
►
three different people came and their genius problem
00:54:21
◼
►
was that they couldn't access their iCloud backup.
00:54:24
◼
►
He said he couldn't believe it 'cause it was,
00:54:26
◼
►
He's reading during Fireball and listening to my podcast and other podcasts, and it's
00:54:30
◼
►
a hot topic.
00:54:32
◼
►
And literally while he was at the Genius counter, three people came up and needed access to
00:54:37
◼
►
their iCloud backups, and they didn't know their password.
00:54:41
◼
►
Definitely a common problem.
00:54:42
◼
►
The downside would be those people wouldn't be able to access their archive of iMessages.
00:54:49
◼
►
You'd have to start over.
00:54:50
◼
►
What seems a reasonable thing to give up, as it were.
00:54:55
◼
►
people sort of see their iMessages as sort of transient. So I kind of feel like that's
00:55:00
◼
►
sort of a, hopefully a—regardless of what Apple plans to do with the iCloud backups
00:55:06
◼
►
and who has the keys, I really think they should move iMessage to that because I think
00:55:11
◼
►
it's a good idea for privacy, and I also think it would meet people's expectations
00:55:17
◼
►
for privacy with iMessage in the cloud.
00:55:19
◼
►
Yeah, it's interesting because one of the reasons that law enforcement still wants more
00:55:26
◼
►
access from Apple is actually not necessarily iMessages, because to your point, they can
00:55:31
◼
►
often be gotten to through iCloud backups, but other encrypted programs like WhatsApp
00:55:37
◼
►
or Signal or things along those lines where they want to turn on the phone because they
00:55:43
◼
►
do need actually that sort of access.
00:55:46
◼
►
WhatsApp is more secure than iMessage for this reason
00:55:50
◼
►
because it only goes via your device, right?
00:55:55
◼
►
And you notice this, if you wanna use WhatsApp
00:55:57
◼
►
on your computer, it has to go through your device.
00:56:01
◼
►
- Yeah, but it does, it has to go through your device
00:56:04
◼
►
so your desktop thing is sort of just a proxy to your phone.
00:56:07
◼
►
But your iPhone backup still contains whatever I--
00:56:11
◼
►
- The WhatsApp backups, that's right.
00:56:12
◼
►
- Yeah, the WhatsApp backups.
00:56:13
◼
►
- No, it does.
00:56:14
◼
►
- And, (laughs)
00:56:15
◼
►
- I have to say I enjoy it.
00:56:16
◼
►
That's how they got Paul Manafort.
00:56:18
◼
►
- That's right, that's right.
00:56:21
◼
►
- Paul Manafort was committing crimes on his phone
00:56:24
◼
►
and thought he was being smart using WhatsApp
00:56:26
◼
►
because it's end-to-end encrypted.
00:56:28
◼
►
But they got him because they got his iCloud backup.
00:56:33
◼
►
I laugh because I really don't like the guy in him.
00:56:38
◼
►
- I think it's really interesting though
00:56:41
◼
►
from a sort of a balance perspective
00:56:43
◼
►
because what's the one thing in like,
00:56:48
◼
►
like you could use your right to draw that distinction.
00:56:51
◼
►
So if you want to use, you use like Signal or something,
00:56:53
◼
►
right, if you want to be true,
00:56:54
◼
►
if you want to not have those issues.
00:56:57
◼
►
And so you have a choice as a user to figure out
00:57:01
◼
►
what's the right software to use
00:57:03
◼
►
that is truly encrypted, right?
00:57:05
◼
►
But what's the one thing you really can't control?
00:57:08
◼
►
You can't control like the hardware itself.
00:57:11
◼
►
Like there is the hardware down to,
00:57:13
◼
►
it's very root, is it secure?
00:57:16
◼
►
And so I think there's an argument to be made
00:57:19
◼
►
that Apple is actually in a very reasonable position
00:57:22
◼
►
where the one part of the entire sort of system
00:57:27
◼
►
that users can't control is the hardware itself
00:57:30
◼
►
and is the hardware itself secure or not.
00:57:32
◼
►
They can make choices about what cloud services they use,
00:57:35
◼
►
what messaging services they use,
00:57:37
◼
►
and so you can structure a truly secure
00:57:40
◼
►
messaging environment on your phone
00:57:42
◼
►
if you make all the right choices,
00:57:44
◼
►
but also because Apple made the phone truly secure.
00:57:47
◼
►
And so I think there's actually an argument to me
00:57:49
◼
►
that Apple is actually exactly
00:57:51
◼
►
where they should be right now,
00:57:52
◼
►
where it is possible to be truly secure,
00:57:55
◼
►
but Apple's not necessarily gonna do all the work for you.
00:57:58
◼
►
And there's some, that's probably why WhatsApp
00:58:03
◼
►
is slightly less secure than Signal 2.
00:58:06
◼
►
It's not because Facebook wants to use the information
00:58:09
◼
►
to snoop on you or for ads.
00:58:10
◼
►
No, it's not actually, wouldn't be useful anyway,
00:58:14
◼
►
and Facebook can't see the stuff,
00:58:16
◼
►
but they also sort of can be responsible corporate citizens
00:58:20
◼
►
as it were in a way that is not necessarily a burden,
00:58:24
◼
►
nor should it be for signal, right?
00:58:27
◼
►
Signal is, and I think it's a reasonable compromise
00:58:30
◼
►
because the bad guys are going to figure it out.
00:58:34
◼
►
The sort of dumb bad guys that sort of do crimes
00:58:36
◼
►
like Paul Manafort are not necessarily gonna figure it out,
00:58:39
◼
►
and they can get caught, but also the people
00:58:42
◼
►
that truly need a secure environment
00:58:43
◼
►
that can figure out, can understand this sort of stuff,
00:58:47
◼
►
they can be truly secure as well, right?
00:58:49
◼
►
And so I think whatever your position on Apple
00:58:53
◼
►
and the iCloud backup point or Facebook
00:58:55
◼
►
and WhatsApp and those sorts of things,
00:58:57
◼
►
the fact of the matter is there's only one piece in here
00:58:59
◼
►
that users can't make a choice about,
00:59:01
◼
►
and that is the phone, and that is the part
00:59:03
◼
►
where Apple has done huge efforts to make it truly secure.
00:59:09
◼
►
And so while we can go back and forth in this middle area,
00:59:12
◼
►
I think Apple deserves acknowledgement
00:59:15
◼
►
for taking care of the one part
00:59:17
◼
►
that I as a user cannot take care of.
00:59:19
◼
►
- Yeah, I totally agree.
00:59:20
◼
►
And I think it's,
00:59:24
◼
►
so the way that you can,
00:59:27
◼
►
if you're really concerned about it,
00:59:28
◼
►
whether it's because you're committing crimes,
00:59:31
◼
►
or really, and this second part is much more reasonable,
00:59:35
◼
►
if it just is the nature of your personality
00:59:38
◼
►
that you are not comfortable with Apple having a key
00:59:42
◼
►
to your backed up data.
00:59:43
◼
►
Totally reasonable.
00:59:44
◼
►
I know, I just know, I know the people who listen
00:59:47
◼
►
to the show and I know the sort of people
00:59:49
◼
►
who read Daring Fireball, there's a lot of you out there.
00:59:52
◼
►
Totally reasonable position.
00:59:53
◼
►
And if you want your iOS life to be completely
00:59:58
◼
►
under your control, you should stop using iCloud backup.
01:00:04
◼
►
And if you do wanna backup your device,
01:00:05
◼
►
which you probably do, you can still backup
01:00:07
◼
►
your Mac or PC through iTunes or now in Mac OS 10.5 you do it through the finder, but
01:00:14
◼
►
it's the same. You look at it, it's the same interface you used to see in iTunes,
01:00:18
◼
►
and make sure you put a password on your backup, which…
01:00:21
◼
►
And then you can sync that backup via Backblaze or whatever other service you want to use
01:00:28
◼
►
so you can have sort of cloud backups. And you know what? I think that's totally reasonable.
01:00:34
◼
►
We're arguing about default, right?
01:00:36
◼
►
Because even if Dropbox is a subpoena,
01:00:38
◼
►
it's an encrypted file that you need the password
01:00:41
◼
►
to get into.
01:00:43
◼
►
And I think we're arguing about defaults here, right?
01:00:45
◼
►
The reality is, thanks to Apple's work on the phone,
01:00:49
◼
►
you can live a fully encrypted life.
01:00:51
◼
►
Is it a little more inconvenient?
01:00:54
◼
►
It is, but that's the trade-off, right?
01:00:56
◼
►
And I think it's reasonable to have that trade-off.
01:00:59
◼
►
I was thinking about this when you said
01:01:00
◼
►
you were talking about email
01:01:01
◼
►
and how it's sort of like fundamentally insecure.
01:01:05
◼
►
And my business is sort of built on email in some respect.
01:01:09
◼
►
And what is attractive about it is
01:01:12
◼
►
it is a fee that people check every day
01:01:14
◼
►
that I can get into for free.
01:01:16
◼
►
I don't need to pay a Facebook gatekeeper
01:01:18
◼
►
or whatever it might be to get access to people.
01:01:20
◼
►
The email is open and free.
01:01:22
◼
►
And that's part of the trade-off
01:01:24
◼
►
is it's because email is open and insecure
01:01:28
◼
►
that it is actually an accessible market
01:01:30
◼
►
for someone like me, for example,
01:01:31
◼
►
or that it's available anywhere and everywhere on any device.
01:01:34
◼
►
And that's just the way these things work.
01:01:36
◼
►
The more encryption you want, the more defaults you want.
01:01:39
◼
►
I know there's a societal issue.
01:01:41
◼
►
There's a walled garden issue, right?
01:01:43
◼
►
The more we put things, the more you lock things down,
01:01:47
◼
►
by definition, the less interoperability you're gonna have.
01:01:49
◼
►
The less you're gonna be able to sort of exchange data
01:01:52
◼
►
across different platforms,
01:01:53
◼
►
the more you're actually going to strengthen Apple's moat
01:01:57
◼
►
or strengthen Facebook's moat.
01:01:58
◼
►
And so if you care about competition,
01:02:00
◼
►
You're actually, these encryption questions are actually,
01:02:03
◼
►
there's another trade-off to think about.
01:02:05
◼
►
And it's okay, again, I just, I hate absolutism
01:02:10
◼
►
on any of this in any direction
01:02:12
◼
►
because there's reasonable trade-offs to make
01:02:15
◼
►
and I think we're in a good spot
01:02:17
◼
►
because you can go all the way when it comes to encryption
01:02:21
◼
►
but you don't have to and it's not even the default
01:02:24
◼
►
and that's fine because as long as it's possible,
01:02:27
◼
►
I feel pretty good about things.
01:02:28
◼
►
- Yeah, and again, like you pointed out,
01:02:30
◼
►
you can still get cloud-based backup with your,
01:02:34
◼
►
I call them iTunes backups,
01:02:36
◼
►
but that includes the Finder one for Catalina,
01:02:38
◼
►
but the iTunes backup that is on your Mac or PC--
01:02:40
◼
►
- And it works over Wi-Fi too, right?
01:02:41
◼
►
So you don't even need to necessarily
01:02:43
◼
►
plug into your phone every day.
01:02:44
◼
►
It could just be when you come home every evening
01:02:46
◼
►
and it does that backup in the background.
01:02:48
◼
►
- Right, and you kind of, at least even if you're doing that
01:02:52
◼
►
you kind of need to double check it once in a while
01:02:54
◼
►
because just make sure it's still doing,
01:02:56
◼
►
You don't wanna be the guy who forgot
01:02:58
◼
►
that when you got a new MacBook Pro,
01:03:00
◼
►
you never made sure that was still working again
01:03:04
◼
►
and you haven't backed up for 13 months
01:03:06
◼
►
or something like that.
01:03:07
◼
►
I mean, that is the advantage to iCloud backup,
01:03:09
◼
►
is it just happens automatically every night
01:03:12
◼
►
as your iPhone is connected to a charger.
01:03:15
◼
►
Even with the WiFi backup, you need, like you said,
01:03:18
◼
►
you have some personal responsibility
01:03:21
◼
►
to make sure it's working, but that's the trade-off.
01:03:23
◼
►
But you can store that backup and use Backblaze or Dropbox or something, and there's nothing
01:03:30
◼
►
that can happen.
01:03:31
◼
►
Nobody can get into it even when it's in Dropbox or even iCloud.
01:03:34
◼
►
You can even put it on iCloud Drive.
01:03:37
◼
►
You just can't use iCloud backup.
01:03:39
◼
►
And the other thing that I think is a little counterintuitive, I touched on it a couple
01:03:42
◼
►
minutes ago, but if you're only backing up via your iTunes backup with a password, you
01:03:52
◼
►
- And also use iMessage in the cloud
01:03:56
◼
►
in a completely secure way because--
01:04:00
◼
►
- Once you've run off iCloud backups,
01:04:01
◼
►
then the key's no longer there.
01:04:02
◼
►
- Right, 'cause that, I don't wanna use the word backdoor,
01:04:05
◼
►
but that asterisk for somebody to get into your iMessage
01:04:09
◼
►
in the cloud is because the key is stored
01:04:12
◼
►
in your iCloud backup, and if you don't have
01:04:14
◼
►
an iCloud backup, they don't have a way to get that key.
01:04:17
◼
►
I guess the other hole in that that you should think about
01:04:21
◼
►
if you're doing crimes, is okay,
01:04:25
◼
►
you've turned off iCloud backup,
01:04:29
◼
►
and you're only encrypting to your Mac or PC
01:04:33
◼
►
with a password that only you know,
01:04:35
◼
►
but anybody you're communicating with by iMessage,
01:04:38
◼
►
if they're using iCloud backup
01:04:40
◼
►
and the feds know you're collaborating with them,
01:04:43
◼
►
they can subpoena their backup
01:04:45
◼
►
and see your end of the messages
01:04:48
◼
►
because they're backing it up to iCloud.
01:04:49
◼
►
So there is that, keep it in mind.
01:04:52
◼
►
But it's good, basically it's good to know how all this works and before the last month
01:04:57
◼
►
or so I didn't even know how all this worked and I know just based on my reading that lots
01:05:01
◼
►
and lots of readers didn't know how it worked and a lot of people were very surprised to
01:05:05
◼
►
find out that Apple has a key to your iCloud backup.
01:05:10
◼
►
And again, I don't think it's used willy-nilly.
01:05:13
◼
►
I don't know the process.
01:05:14
◼
►
I'm not quite sure everything they do to verify your ID but it's not like, you know, I do
01:05:18
◼
►
think that on their side in iCloud there is some sort of process and a logging, you know,
01:05:23
◼
►
like hopefully, I would hope, you know, there's no way for a rogue Apple employee to, you
01:05:29
◼
►
know, spy on an ex-partner or something like that or stalk them or something like that,
01:05:36
◼
►
you know, that there's some kind of log of Apple employee access to these keys to do
01:05:42
◼
►
it. But the fact that you don't know that we don't know how that works is one of the
01:05:46
◼
►
of the reasons why I emphasize that it's perfectly reasonable
01:05:48
◼
►
for someone to say, I don't want any part of this,
01:05:50
◼
►
if they can access my data.
01:05:52
◼
►
- Yeah, that's exactly right.
01:05:55
◼
►
- Last but not least, I wanted to emphasize,
01:05:58
◼
►
I think I was wrong about it, or I would say
01:06:00
◼
►
it was ambiguous, but there's this whole thing
01:06:02
◼
►
where to get on your device, if law enforcement
01:06:06
◼
►
or a criminal or a snoop, or somebody has your iPhone,
01:06:10
◼
►
and they want to, they use one of these devices,
01:06:14
◼
►
I guess it's mostly law enforcement,
01:06:15
◼
►
one of these gray key devices or the celebrate thing
01:06:18
◼
►
where they jailbreak the phone and then try to brute force
01:06:21
◼
►
the password by circumventing the 10 guest limit.
01:06:25
◼
►
Everything goes through the secure enclave.
01:06:27
◼
►
And the big limiting factor, there's a key
01:06:30
◼
►
in the secure enclave that is part of the encryption.
01:06:33
◼
►
So there's no way to go around it.
01:06:35
◼
►
It's not like, it's hard to understand.
01:06:38
◼
►
I can't profess that I understand it perfectly,
01:06:40
◼
►
but I understand the idea that one of the keys
01:06:43
◼
►
that encrypts everything on your iOS device is,
01:06:47
◼
►
part of it is your password or your passcode,
01:06:49
◼
►
whatever you wanna call it,
01:06:50
◼
►
but another part is a unique hardware key
01:06:53
◼
►
in the secure enclave that there's no way around it
01:06:57
◼
►
without that key, mathematically.
01:06:59
◼
►
And there's an 80 millisecond per guess time.
01:07:06
◼
►
That's eight hundredths of a second,
01:07:07
◼
►
so roughly 12 guesses would get you to like 96,
01:07:12
◼
►
0.96 of a second. So roughly 12 guesses a second is the limit. The thing that I think I was ambiguous
01:07:20
◼
►
about writing about it on Daring Fireball is that the 80 millisecond thing isn't like an if statement
01:07:26
◼
►
in code where it's like, okay, there was a guess and then the next guess comes in and there's like,
01:07:32
◼
►
if 80 milliseconds have passed, okay, process it, but if not, you know, wait. And that somehow that
01:07:38
◼
►
could be hacked to either be longer, like make it three seconds, or in the case of someone trying
01:07:45
◼
►
to crack the phone, you know, set it to zero and then it will process them as fast as they can.
01:07:50
◼
►
It's not like that. It is—I'm 98 percent sure that the 80 millisecond thing is actually
01:07:58
◼
►
mathematically produced. It's—there are—
01:08:01
◼
►
- Well, what it is is there is a hardware key.
01:08:06
◼
►
The thing with the Secure Enclave is
01:08:08
◼
►
it's actually a processor, right?
01:08:09
◼
►
It's part of, like, it's like a mini computer
01:08:12
◼
►
in your computer, and it has its own software,
01:08:15
◼
►
by the way, also.
01:08:16
◼
►
And so this actually has a couple implications
01:08:18
◼
►
because the, so you're right, it tangles a key
01:08:23
◼
►
that is burned into your phone when the phone is produced
01:08:27
◼
►
and is undiscoverable, right?
01:08:29
◼
►
And so it's burned into your phone,
01:08:31
◼
►
it's tangled with your passcode to create a hash
01:08:36
◼
►
to encrypt all this sort of stuff.
01:08:38
◼
►
And what happens is the way that it's entangled
01:08:42
◼
►
to sort of untangle it, mathematically requires,
01:08:45
◼
►
it's meant to be a super inefficient sort of calculation
01:08:49
◼
►
so that it can't be done faster than 80 milliseconds
01:08:52
◼
►
or 800 or whatever it is.
01:08:54
◼
►
It literally takes that long.
01:08:55
◼
►
And so it's not, to your point, it's not a software thing.
01:08:58
◼
►
It's like, it's a math thing.
01:09:00
◼
►
It literally can't be done faster than however long it takes.
01:09:04
◼
►
It's an algorithm Apple deliberately chose because it would take 80 milliseconds on the
01:09:09
◼
►
processor that's built into the secure enclave.
01:09:13
◼
►
There's no way around it.
01:09:14
◼
►
So the interesting thing that's a byproduct of that is the average time it takes for like
01:09:22
◼
►
one of these devices that has access, jailbroken access, to the iOS computer that can talk
01:09:28
◼
►
to the secure Enclave computer and try to make guesses as fast as it can with this 12 guesses
01:09:35
◼
►
per second, what's the average time it would take to guess a passcode of different length?
01:09:41
◼
►
So you can just multiply how many characters are involved,
01:09:44
◼
►
raise to the power of how many of them there are. So if you just have a numeric passcode,
01:09:52
◼
►
zero through nine, four digits. That's 10 to the power of four possible combinations,
01:09:58
◼
►
right? It's, you know, 10,000, zero, zero, zero, zero, two, nine, nine, nine, nine.
01:10:04
◼
►
And then the average time, you just divide that by two and take a guess that, you know, if you're
01:10:11
◼
►
guessing all of them, half the time you're going to guess one that's before you get halfway through.
01:10:16
◼
►
So the average time it would take to guess a four-digit numeric passcode, seven minutes,
01:10:21
◼
►
six numbers is 11 hours. So that's the default option now. If you'd buy a new iPhone and just
01:10:27
◼
►
set it up from scratch, Apple's going through the wizard, whatever you want to call it when you
01:10:33
◼
►
start up, basically steers you towards a six-digit numeric passcode. It only takes 11 hours for one
01:10:41
◼
►
of these devices to guess it at that 80 milliseconds per second and double it go to 22 hours and
01:10:47
◼
►
you'll exhaust the entire space so a maximum of 22 hours um eight digits if you go custom 46 days
01:10:55
◼
►
and then a 10 digit passcode 12 years so that's pretty good right you know what not just digit
01:11:02
◼
►
but you can do alphanumeric passcodes so then you're right dramatically increasing the space
01:11:05
◼
►
because now it's 36 possible characters. The other thing is—
01:11:09
◼
►
Well, no, actually, and if you go uppercase, now you're up to 62.
01:11:15
◼
►
And if you just count a handful of punctuation characters, like underscores and hyphens and
01:11:20
◼
►
periods, you know, you can get up to 64, 65, 66 characters. So just, you know, these are numbers
01:11:28
◼
►
from Jack Nickus from the Times, but I did—you know, you can do the math yourself. Like I said,
01:11:31
◼
►
If you just count a 66-character space, 52 letters, uppercase, lowercase, 10 digits,
01:11:37
◼
►
and the dash, underscore, period, and comma, or the hash sign, or something, or a space,
01:11:44
◼
►
you know, space is easy to type and is often good for memorizing, you know, passcodes.
01:11:49
◼
►
A four-character alphanumeric, seven days, six characters, 72 years, that's on average,
01:11:57
◼
►
144 years to exhaust the whole thing. And eight characters, just eight characters,
01:12:02
◼
►
uppercase, lowercase, and digits, not even counting punctuation, 276,000 years.
01:12:10
◼
►
Justin: Right, and there's nothing Apple can do about it. And this is like the—I
01:12:14
◼
►
was so exhausted in researching this with the San Bernardino thing, and I realized this time,
01:12:20
◼
►
I think, because we've been talking about it too, there was actually more stuff—this stuff
01:12:23
◼
►
has changed since then too. And one thing that's changed is what is done in the secret enclave and
01:12:28
◼
►
what's done via the OS. And the OS still controls the wipe the phone after X number of attempts.
01:12:34
◼
►
And that's the big thing that they want to erase. The other thing that I found out, actually,
01:12:38
◼
►
I wasn't clear on this and Apple got back to me about this, was there is, because it's a
01:12:47
◼
►
serial enclave, it's like a mini computer in your computer, right? People think about it as being
01:12:50
◼
►
sort of safe, but like we're dealing with a computer, right?
01:12:53
◼
►
And what it is, is a mini computer with its own
01:12:55
◼
►
processor effectively, but that means it has its own
01:12:58
◼
►
software that's actually different from the OS
01:13:00
◼
►
software and that software can be updated.
01:13:03
◼
►
You can update the software in the Secure Enclave.
01:13:05
◼
►
However, you do need the password to update the software.
01:13:10
◼
►
And so the, so theoretically you could update the
01:13:16
◼
►
software in the Secure Enclave.
01:13:17
◼
►
You still can't escape the mathematical reality of, you know, sure, decrypting this.
01:13:22
◼
►
You could, but if you wanted to like maybe move the data to a different device that's faster,
01:13:28
◼
►
et cetera, that's still limited by, you would still need to change the software on this
01:13:32
◼
►
cure enclave itself, and that is limited by your passcode. So basically, Apple has made it so
01:13:36
◼
►
it has to be, because of it's entangled with that hardware on the device, it has to be done
01:13:44
◼
►
on the device, which is mathematically limited
01:13:48
◼
►
to 80 milliseconds.
01:13:50
◼
►
And so if you make an alphanumeric password
01:13:54
◼
►
of X number of characters, it doesn't matter
01:13:57
◼
►
what the FBI does or what Apple does.
01:13:59
◼
►
It's basically unbreakable.
01:14:01
◼
►
- Yeah, and so the eye-opening lesson from that
01:14:03
◼
►
is something I'd never really pondered before.
01:14:05
◼
►
And I will say, until two weeks ago,
01:14:07
◼
►
I had been using a six-digit numeric passcode
01:14:10
◼
►
on my iPhone and iPad ever since six digits
01:14:13
◼
►
became available, and before that I was using four digits.
01:14:16
◼
►
Partly out of laziness, partly out of
01:14:20
◼
►
the perfectly reasonable, and I'm not trying to say
01:14:23
◼
►
I'm virtuous, it's actually just that I'm very boring.
01:14:26
◼
►
There's nothing, there's not a lot on my phone
01:14:30
◼
►
that would be terribly upsetting for me
01:14:34
◼
►
if a thief cracked it and got.
01:14:36
◼
►
I mean, especially without my iCloud keychain, right?
01:14:40
◼
►
it still wouldn't get you into, you know,
01:14:44
◼
►
like my daring fireball server account
01:14:47
◼
►
or something like that just because you got into my phone.
01:14:50
◼
►
I don't know what I'm saying, I would relish it,
01:14:51
◼
►
I hope nobody does, but my thinking until recently
01:14:55
◼
►
was six digit passcode is good enough for me.
01:14:58
◼
►
But when I saw these numbers and saw that, you know,
01:15:01
◼
►
it could be cracked in 11 hours on average
01:15:03
◼
►
and 22 at the max, I thought, you know what,
01:15:05
◼
►
I should do the right thing and switch to alphanumeric
01:15:08
◼
►
type of passcode.
01:15:10
◼
►
But the thing that to me, I want to emphasize, and I think it's a good tip, is when you think
01:15:14
◼
►
about this 80 millisecond limit, what we all know about picking good passphrases doesn't
01:15:19
◼
►
really apply to this.
01:15:21
◼
►
Like an eight character, for most uses when we're picking a new password for an online
01:15:26
◼
►
account, everybody, you know, a lot of places won't even let you pick an eight character
01:15:32
◼
►
passcode because they say it's not long enough.
01:15:35
◼
►
Eight characters, as long as you're using like uppercase, lowercase, and a digit or
01:15:39
◼
►
or a punctuation mark, you're literally talking
01:15:43
◼
►
hundreds of thousands of years to crack.
01:15:45
◼
►
I mean, you don't have to sacrifice a ton of convenience,
01:15:49
◼
►
is what I'm trying to say, and pick a 15 to 20 character
01:15:54
◼
►
passcode with a couple of punct,
01:15:57
◼
►
and where you're typing it on the phone,
01:15:58
◼
►
you're shifting between all of these keyboards,
01:16:02
◼
►
it makes it all the harder to type,
01:16:04
◼
►
and you can't see what you've typed
01:16:06
◼
►
because they're coming up as bullets,
01:16:07
◼
►
and so if you make a typo,
01:16:09
◼
►
it's you're typing it over and over again,
01:16:12
◼
►
you can err on the side of a very convenient passphrase
01:16:15
◼
►
that you wouldn't ordinarily use for most things
01:16:19
◼
►
and literally have your phone be secured
01:16:21
◼
►
for 100,000 years of cracking attempts.
01:16:26
◼
►
- That's right.
01:16:27
◼
►
- Eight or nine characters and you're really good,
01:16:29
◼
►
really good.
01:16:30
◼
►
- Right, 'cause those passcodes generally,
01:16:34
◼
►
they're like they're running them on like supercomputers,
01:16:37
◼
►
And that's why they have to be super long and complicated.
01:16:39
◼
►
Even then, they can, like 80 milliseconds,
01:16:42
◼
►
it sounds like a small amount of time.
01:16:44
◼
►
In computer world, it's just an astronomically long
01:16:47
◼
►
amount of time that you definitely use to your advantage.
01:16:50
◼
►
- Yeah, and I'll just repeat something that Glenn emphasized
01:16:53
◼
►
but it's worth remembering, but is that,
01:16:55
◼
►
asterisk, so long as you don't pick a dictionary word,
01:16:59
◼
►
where the dictionary isn't necessarily
01:17:01
◼
►
like the Scrabble dictionary, but like common dictionary
01:17:04
◼
►
people's common passwords, like P-A-S-S-W-0-R-D. Yeah, don't use that one, because they're
01:17:14
◼
►
going to—any smart cracker is going to run through commonly used passwords like that
01:17:20
◼
►
before they start guessing by iterating through all possible combinations.
01:17:26
◼
►
So as long as you pick something that you can memorize and isn't a commonly used word
01:17:31
◼
►
password or your firstborn child's birth date in numbers with slashes, you are good for hundreds
01:17:39
◼
►
of thousands of years and you do not need—it's in fact counterproductive. You're just wasting
01:17:43
◼
►
typing and thumbs and your time by picking a 20-character passphrase that you would use if
01:17:49
◼
►
you were setting up a new account online. And this is for your phone password specifically,
01:17:55
◼
►
like your device passcode.
01:17:58
◼
►
And I have to say, now that I've changed mine
01:18:00
◼
►
to an alphanumeric, I have to say now
01:18:03
◼
►
it really has become clear how seldom I have to enter it.
01:18:06
◼
►
Really, it really does not come up very often.
01:18:10
◼
►
I had to do it today 'cause I just upgraded to the new,
01:18:12
◼
►
there's a new iOS dot release, and so I had to type it
01:18:17
◼
►
to allow the update to install and type it
01:18:19
◼
►
once the phone restarted, and I was like,
01:18:21
◼
►
I haven't typed this in days.
01:18:23
◼
►
Well, it turns out if you're in Asia
01:18:26
◼
►
and you're wearing a medical mask,
01:18:28
◼
►
you actually end up putting it in a lot
01:18:30
◼
►
because your face-eye doesn't work anymore.
01:18:32
◼
►
- You know what, we'll have to touch on that after the break.
01:18:34
◼
►
I have to take a break, but I just went out today.
01:18:37
◼
►
Oh, I have to tell, I should tell you the story.
01:18:39
◼
►
I had to go to the post office today.
01:18:42
◼
►
And on my way, I saw two Asian people.
01:18:46
◼
►
I don't know, I have no idea if they're tourists.
01:18:47
◼
►
I don't know if they live here, I don't know what,
01:18:49
◼
►
but they were Asian and they were wearing medical masks.
01:18:52
◼
►
and I'm just like, do you know something I don't know?
01:18:55
◼
►
I'm trying not to get freaked out
01:18:57
◼
►
by this whole coronavirus thing and not get,
01:18:59
◼
►
there's a germaphobe in me that's dying to get out
01:19:03
◼
►
and I'm like, seeing people walking around the street
01:19:07
◼
►
with medical masks, I'm like, should I have one of those?
01:19:09
◼
►
Should I get one of those?
01:19:11
◼
►
I don't know.
01:19:13
◼
►
- I think you're okay with that one.
01:19:14
◼
►
- Yeah, I think so too.
01:19:15
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But anyway, let me take a break and thank our next sponsor,
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I forgot about the Hybrid.
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This is their high-end model.
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It's a really, it's the high-end model,
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but not a super high-end price.
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Then they've got the Essential.
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That's their streamlined design
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at a price that, quote, "won't keep you up at night."
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That's a lower-priced model, still a great mattress.
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They've got affordable prices because Casper
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if I don't even try it?
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Terms and conditions, terms and conditions both apply.
01:22:52
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I had to go to the post office, Ben.
01:22:57
◼
►
This is the type of story I usually tell
01:23:00
◼
►
at the beginning of a show.
01:23:01
◼
►
But I never had, you have a PO box?
01:23:04
◼
►
I don't know what they've got over there in Taiwan.
01:23:07
◼
►
- I don't in Taiwan.
01:23:08
◼
►
I do have one in the US.
01:23:09
◼
►
- Yeah, I've never had one, and I've always wanted one.
01:23:11
◼
►
'Cause you know, I run a business,
01:23:13
◼
►
and people wanna send me things, and I, you know,
01:23:15
◼
►
I don't wanna, you know, I'm always,
01:23:17
◼
►
you know, I'm a private person.
01:23:18
◼
►
I don't wanna send out my home address to anybody.
01:23:22
◼
►
I live in a city.
01:23:23
◼
►
There's post offices nearby that's not really inconvenient.
01:23:26
◼
►
Why don't I have a PO box?
01:23:27
◼
►
I always, I put it off for years, years now.
01:23:29
◼
►
Years and years and years, and I broke down.
01:23:31
◼
►
I went and got it.
01:23:33
◼
►
It turns out the way you get one is you have to go to the web first.
01:23:35
◼
►
You got to go to the USPS.com.
01:23:37
◼
►
You sign up for a PO box and you say which post office do you want it at and what size.
01:23:42
◼
►
Then you can prepay right there over the web.
01:23:44
◼
►
Then they tell you, "Print these two forms."
01:23:47
◼
►
Then one form comes in when you print it.
01:23:49
◼
►
It already has all your info.
01:23:51
◼
►
It pre-fills a whole bunch of stuff like your name and your address and some kind of code
01:23:56
◼
►
that verifies that you've paid.
01:23:59
◼
►
then you gotta go to your post office with these forms
01:24:01
◼
►
and two forms of ID, and then they give you the P.O. box.
01:24:05
◼
►
So I go over there today, this is when I saw the pedestrians
01:24:10
◼
►
with their medical masks on, freaked me out.
01:24:12
◼
►
And then I immediately started thinking,
01:24:13
◼
►
well, where's the number one place
01:24:14
◼
►
where you could pick up this virus?
01:24:15
◼
►
Probably the frickin' post office.
01:24:18
◼
►
I go in there, and there's no line.
01:24:20
◼
►
It feels like I've already won the jackpot, right?
01:24:24
◼
►
How many times in the U.S. you don't really go
01:24:26
◼
►
to the post office and see no line?
01:24:28
◼
►
No line, but there's only one person behind the counter.
01:24:30
◼
►
How's this possible?
01:24:31
◼
►
So I walk right up, got my paperwork, I got my ID.
01:24:35
◼
►
Takes, I don't know, more time than I would think,
01:24:38
◼
►
given that all this paperwork's pre-filled.
01:24:40
◼
►
More time than I would think to process, but I wait.
01:24:43
◼
►
And she says, "All right, I gotta go find a key."
01:24:46
◼
►
She disappears in the back.
01:24:48
◼
►
And meanwhile, one or two people
01:24:50
◼
►
have now gotten in line behind me.
01:24:52
◼
►
Still nobody else working.
01:24:55
◼
►
Minutes pass, and several minutes pass,
01:24:59
◼
►
more people get in line.
01:25:01
◼
►
I hear the jingling of keys
01:25:03
◼
►
behind wherever she's gone behind her.
01:25:05
◼
►
I hear keys jingling.
01:25:10
◼
►
Finally, people start talking to me.
01:25:12
◼
►
They're like, "Hey, what's going on?
01:25:13
◼
►
"Like, what are we all waiting for?"
01:25:16
◼
►
And I said, "I'm getting a P.O. box."
01:25:19
◼
►
And they're like, "Well, where'd she go?"
01:25:21
◼
►
And she said she had to get a key.
01:25:25
◼
►
And I was, you know, I'm starting to feel self-conscious,
01:25:27
◼
►
basically, right, 'cause I'm holding them up.
01:25:29
◼
►
Even though I don't really think this is my fault,
01:25:31
◼
►
I feel like going to the post office for a P.O. box
01:25:33
◼
►
is a perfectly reasonable thing to do.
01:25:35
◼
►
I start looking around, and you can see the P.O. boxes,
01:25:38
◼
►
and I start sort of mentally guessing how many they have.
01:25:41
◼
►
It looks to me as though they have at least 1,000.
01:25:44
◼
►
I would guess, if I had to, you know,
01:25:46
◼
►
like guessing jelly beans in a jar to win a raffle
01:25:49
◼
►
or something like that, I would guess maybe
01:25:50
◼
►
they have 2,000 post-op P.O. boxes.
01:25:54
◼
►
It doesn't seem like an unusual thing to do.
01:25:56
◼
►
And then at this point, I looked at my watch,
01:26:01
◼
►
and 10 minutes passed.
01:26:03
◼
►
10 full minutes.
01:26:04
◼
►
I still hear keys jingling back there.
01:26:08
◼
►
And thankfully, I will say to my fellow Philadelphians
01:26:12
◼
►
who were there in line, I'm feeling very self-conscious.
01:26:15
◼
►
Every single person was nothing but kind,
01:26:17
◼
►
and everybody's laughing and joking.
01:26:19
◼
►
Nobody was soured by this,
01:26:22
◼
►
but I have to say I felt very self-conscious
01:26:24
◼
►
about the whole thing.
01:26:26
◼
►
Then she comes out and says, "I couldn't find the key.
01:26:30
◼
►
I'm gonna have to change the lock on a box."
01:26:34
◼
►
So, and then she's like, "So come back tomorrow."
01:26:39
◼
►
That's where I left it.
01:26:40
◼
►
- These don't have a PO box.
01:26:42
◼
►
- Well, yeah, but she gave me the keys.
01:26:44
◼
►
She gave me the keys to the lock
01:26:46
◼
►
that they were gonna put on the box.
01:26:49
◼
►
So I have keys to a P.O. box, but I don't have a P.O. box.
01:26:53
◼
►
Anyway, that was my afternoon.
01:26:59
◼
►
What do you want?
01:27:01
◼
►
We should just dig into iPad, what do you think?
01:27:04
◼
►
- Well, yeah, time to start the show.
01:27:05
◼
►
- Yeah, time to start the show.
01:27:06
◼
►
- An hour and a half in.
01:27:08
◼
►
- Yeah, yesterday, or no, not yesterday, two days ago,
01:27:10
◼
►
was the 10-year anniversary of the event
01:27:14
◼
►
where Steve Jobs introduced the iPad.
01:27:17
◼
►
and 10's a nice round number.
01:27:21
◼
►
Lots and lots of people remembering
01:27:24
◼
►
what it was like that day with people
01:27:26
◼
►
of the press who were there,
01:27:28
◼
►
people posting their original reviews,
01:27:30
◼
►
people saying where they think the iPad stands.
01:27:32
◼
►
And I used it as an opportunity to get a lot off my chest.
01:27:37
◼
►
And like you said, you and I have talked
01:27:42
◼
►
about this privately many times,
01:27:45
◼
►
and it's almost to the point where it's almost like
01:27:47
◼
►
one of the reasons like and there were a couple of people who are like where is
01:27:51
◼
►
this rant been why is you know why did it take you so long to write this I've
01:27:54
◼
►
been thinking the same thing for so long and part of it is I've got notes for a
01:27:58
◼
►
lot of complaints about the iPad and you know the directors commentary of daring
01:28:03
◼
►
fireball aspect of the show is that I've been meaning to write deeply critical
01:28:10
◼
►
pieces a deeply critical piece about the state of the iPad software for well over
01:28:16
◼
►
a year. And I haven't--
01:28:18
◼
►
- I think longer than that.
01:28:19
◼
►
We've been talking about this for a while.
01:28:22
◼
►
Like I said, when you finally posted it,
01:28:23
◼
►
I'm like, "Didn't you already post this?"
01:28:25
◼
►
'Cause we've been talking privately
01:28:28
◼
►
about this particular thing for ages.
01:28:32
◼
►
- And the pathology of it in my,
01:28:34
◼
►
the weird parts of my brain is that I've been thinking of it
01:28:39
◼
►
as a massive, like, four, five, six thousand word epic
01:28:43
◼
►
during Fireball post where I get it all out at once in a single narrative that makes complete
01:28:49
◼
►
sense and convinces everybody from Tim Cook on down that, "Yes, this is all right. We should
01:28:54
◼
►
change it all." And here it is. It's a home run that was hit out of the park. And I started writing
01:28:59
◼
►
about the 10-year anniversary of the iPad, and I was like, "You know what? I should just break the
01:29:03
◼
►
ice on this and just get the highest level part of it off my chest, and I could do it in a couple
01:29:08
◼
►
hundred words and then just do the rest and follow up pieces." And why in the hell did it take me
01:29:12
◼
►
three years to figure it out that that would be a much more effective way for me to actually get
01:29:16
◼
►
this off my chest. And it was funny because I wrote about it as well, building on top of you.
01:29:26
◼
►
Someone posted on Twitter, like, "Oh, could I have let Jon have all the fun, right, with the iPad?"
01:29:32
◼
►
I'm like, "No, actually, I said something cryptic in response, but the truth is,
01:29:38
◼
►
you're like, "Okay, I've gotten this started. Can you please come in and jump on top of
01:29:43
◼
►
it?" That was why I did it as sort of an email daily update first and then switched it to
01:29:48
◼
►
being a public post, which is more ... It's interesting, to your point, right? To make
01:29:53
◼
►
something a public post is like it feels so much weightier and more difficult than just
01:29:57
◼
►
dashing an email together. Switching from one ... Dashing together is not right. When
01:30:03
◼
►
I write the daily update for subscribers, by definition, they're people who have been
01:30:08
◼
►
reading me for a while and they kind of already know where I'm coming from on certain issues.
01:30:12
◼
►
And so, you can presume a certain sort of leeway as opposed to when you're writing a public article,
01:30:19
◼
►
it might be the first article they read on your site and you want to be much more,
01:30:22
◼
►
have everything wrapped up in a bow and all the things tied together. But I kind of felt
01:30:27
◼
►
the same way as you, once you had written it, I'm like, "Oh, wait, I've been wanting to say all this
01:30:33
◼
►
stuff too, so I'm just jumping on. And it's going to be out there, and we're going to podcast about
01:30:38
◼
►
it, so might as well make it public. So here we are. And to say that reaction was mixed is an
01:30:44
◼
►
understatement. I would almost say it was so bifurcated—I expected it, though. It was so
01:30:49
◼
►
bifurcated. And I got more, yes, I agree with this, here, here, finally somebody is saying what
01:30:55
◼
►
what I've been trying to say sort of reactions.
01:30:58
◼
►
But I also got a bunch of,
01:31:01
◼
►
you're just an old guy who loves the Mac
01:31:06
◼
►
and you don't get it sort of things.
01:31:08
◼
►
Couple of them, they all mention the word old.
01:31:11
◼
►
And part of that is a frustra, it's just human nature,
01:31:17
◼
►
but I find it deeply frustrating.
01:31:19
◼
►
And it's this aspect of human nature
01:31:21
◼
►
where everybody is drawn towards,
01:31:23
◼
►
And I do feel like our society and internet culture
01:31:28
◼
►
has only added a lot of fuel to the fire
01:31:32
◼
►
of this natural impulse to make everything
01:31:35
◼
►
black or white, binary.
01:31:37
◼
►
It is the greatest thing ever,
01:31:39
◼
►
or it is a total piece of steaming garbage, everything.
01:31:43
◼
►
What do you think of the rise of Skywalker?
01:31:47
◼
►
Great, great Star Wars movie, I love it.
01:31:49
◼
►
Or it is J.J. Abrams should be put in prison,
01:31:52
◼
►
you know, this is awful, this is the worst movie ever made, right? That's what people
01:31:56
◼
►
are drawn to, that's how internet reactions have gone. And despite the fact that I emphasized
01:32:03
◼
►
that the iPad is a beloved, something I like, something I use every day, something that
01:32:09
◼
►
I realized that a lot of people, it's their most beloved personal computing device and
01:32:13
◼
►
they're very effective and efficient with it, something that I called great even, but
01:32:18
◼
►
but also has serious flaws.
01:32:20
◼
►
You have to be willing to accept nuance,
01:32:23
◼
►
in my criticism of the iPad,
01:32:25
◼
►
did not register with people who love the iPad,
01:32:27
◼
►
or at least some.
01:32:28
◼
►
- Oh, it's so true.
01:32:30
◼
►
And I'll verify, you are one of the heaviest iPad users
01:32:33
◼
►
that I know personally.
01:32:35
◼
►
Like this is a, it's not a,
01:32:40
◼
►
if I'm the one that's more dismissive of audit
01:32:42
◼
►
in many respects, 'cause I actually used it
01:32:44
◼
►
less than I did before.
01:32:45
◼
►
But no, just to your point,
01:32:47
◼
►
What people struggle with, neither of us are saying it's a failed product.
01:32:52
◼
►
It's not everything it could have been, right?
01:32:57
◼
►
And this is when the hardest—I get this, I know exactly what you're talking about.
01:33:01
◼
►
It's like, you have to look at something not as it is, but as it could be, and it's okay to
01:33:09
◼
►
recognize and bemoan that there's some sort of potential or some sort of possibility
01:33:14
◼
►
that was perhaps not reached.
01:33:16
◼
►
Yeah, and I am a self-professed Mac person, and I probably always will be, and even in
01:33:24
◼
►
the hypothetical universe where the iPad 10 years in was much closer to its potential
01:33:30
◼
►
of where it could be 10 years in, still probably would be a Mac person.
01:33:37
◼
►
But I would rather be in that world because I'd rather have it be a fair fight, whereas
01:33:43
◼
►
the things that really frustrate me about the iPad aren't even a fair fight compared
01:33:48
◼
►
And I don't see how anybody could deny it.
01:33:51
◼
►
And I do -- I don't want to generalize.
01:33:53
◼
►
I really don't.
01:33:55
◼
►
But I -- to put Apple computing users into three buckets.
01:34:02
◼
►
And I realize that lots and lots of them are in all three, or at least two, but there's
01:34:09
◼
►
iPhone users and there's iPad users and there's Mac users.
01:34:12
◼
►
And again, I'm all three, lots of people are,
01:34:15
◼
►
almost everybody has an iPhone, right?
01:34:17
◼
►
There's very few people in the Apple ecosystem
01:34:19
◼
►
who don't at least have an iPhone.
01:34:21
◼
►
If, you know, maybe it's their only device,
01:34:22
◼
►
or maybe it's the one thing they have in addition
01:34:25
◼
►
to a Mac or an iPad, but people who use the iPhone,
01:34:30
◼
►
so I'm not saying that there are three different groups,
01:34:32
◼
►
but I'm just saying people who use the iPhone
01:34:34
◼
►
will complain about aspects of the iPhone interface.
01:34:37
◼
►
Mac users, we've been complaining about the Mac all along.
01:34:41
◼
►
Like nobody is a bigger and more astute critic and loves to complain about aspects of the
01:34:49
◼
►
Mac going back to 1984 than people who love the Mac the most.
01:34:54
◼
►
The people who love the Mac the most are the most astute critics of everything that's wrong
01:34:59
◼
►
about the Mac.
01:35:00
◼
►
Look at John Siracusa's epic Ars Technica reviews of it, which would talk about new
01:35:09
◼
►
new features, and when they were confusing or wrong or slow or whatever, he was the one
01:35:14
◼
►
who wrote the most words about them.
01:35:18
◼
►
iPad users, not all, like Federico Viticci, to his credit, who is probably the most efficient
01:35:25
◼
►
iPad user I've ever heard of, has built his entire—he's a super productive person who
01:35:31
◼
►
does—writes thousands and thousands of words a week and does podcasts and does all this
01:35:36
◼
►
work on his iPad and shares his techniques and shortcuts and stuff like that to his readers.
01:35:44
◼
►
It's a lot of what he writes about is at the meta level of how to be an iPad power user.
01:35:49
◼
►
It fully acknowledges some of the things that I'm talking about as shortcomings.
01:35:54
◼
►
There's certainly not everybody. That's what I mean about not generalizing. But boy, oh boy,
01:35:59
◼
►
are there a lot of people out there who love their iPads, use it as their primary computing device,
01:36:05
◼
►
and do not want to hear one bad word about it." There is a sort of emperor's new clothes aspect
01:36:14
◼
►
to it where they're like, "Hey, these people who are saying the emperor is buck naked,
01:36:19
◼
►
they're just haters." Well, I think it's interesting because you get this with Apple
01:36:24
◼
►
just sort of as a whole. Yes, yes. Where Apple is part of people's—like, there's no other company
01:36:30
◼
►
where people have Twitter handles that includes the company's logo in them, right? There's an
01:36:35
◼
►
aspect of Apple that ties into people's identity. They're an Apple person. And I think that is taken
01:36:41
◼
►
to 11 when it comes to the iPad. If you're an iPad person, that's what you do. You have made this
01:36:50
◼
►
commitment. You've made it this end of your life. You're living in the future. You're not an old
01:36:54
◼
►
fogey. You're using a Mac or a PC. And it's not something that you do. I don't know. Again,
01:37:03
◼
►
A real danger in writing online is something you have to learn as an author very early
01:37:07
◼
►
is that your Twitter commenters are not your core readership, right?
01:37:11
◼
►
It's a sort of a fraction of the fraction.
01:37:14
◼
►
But I think there is an aspect where all the things that you and I both know are the case
01:37:20
◼
►
for Apple fans is just double the case when it comes to being an iPad person.
01:37:26
◼
►
Yeah, like if you run a restaurant, the people who want to speak to the manager aren't
01:37:30
◼
►
necessarily indicative of the entire clientele of the restaurant.
01:37:38
◼
►
Well, but it's funny because there's an RUR that sort of makes the point, right?
01:37:42
◼
►
Like why would it be part of your identity if it's something that's super accessible
01:37:46
◼
►
and easy for everyone to use, right?
01:37:48
◼
►
There's an aspect where it is special to use the iPad for all of your computing, and
01:37:54
◼
►
the reason it's special is our entire point.
01:37:56
◼
►
It shouldn't be so special.
01:37:57
◼
►
It should be more broadly accessible.
01:37:59
◼
►
- Yeah, absolutely should be.
01:38:01
◼
►
And I really do find it hard.
01:38:04
◼
►
I think that the only, one of the reasons
01:38:07
◼
►
that we find ourselves in this situation 10 years in
01:38:11
◼
►
is that I think there has to be a contingent within Apple
01:38:15
◼
►
that is within Apple who is the same way,
01:38:18
◼
►
who thinks this is fine, because look at our sales.
01:38:21
◼
►
We're selling 10, 11, 12 million of the things
01:38:25
◼
►
every quarter, quarter after quarter,
01:38:28
◼
►
And there's so many things to love about it,
01:38:32
◼
►
and that these other things, they must be fine.
01:38:34
◼
►
And they're not fine.
01:38:36
◼
►
There's some of these things are truly screwed up.
01:38:40
◼
►
And one of the things I devoted my attention to
01:38:42
◼
►
in my piece this week is the multitasking interface.
01:38:46
◼
►
And I tried to make it clear, I think it was clear,
01:38:49
◼
►
it doesn't seem like people were confused,
01:38:50
◼
►
but when I talk about multitasking with iPad,
01:38:52
◼
►
what I mean is putting two apps on screen at a time.
01:38:55
◼
►
It is in the user interface sense
01:38:57
◼
►
of seeing two things at a time,
01:38:59
◼
►
whether it's side-by-side apps or slide over
01:39:02
◼
►
or side-by-side with slide over.
01:39:04
◼
►
A couple people pointed out that you can show two
01:39:06
◼
►
and only two apps at a time is wrong
01:39:08
◼
►
'cause you're gonna have two apps on screen
01:39:09
◼
►
with split screen and then do a slide over.
01:39:11
◼
►
All right, you got me.
01:39:15
◼
►
I think that's what I mean by multitasking.
01:39:20
◼
►
I don't mean it in the computer science sense
01:39:22
◼
►
because we've had quote-unquote multitasking
01:39:25
◼
►
in the computer science sense of multiple processes
01:39:28
◼
►
running on the iPad all along.
01:39:30
◼
►
There've always been background processes running
01:39:33
◼
►
to get new mail or to have incoming SMS
01:39:35
◼
►
or phone calls answered and stuff like that.
01:39:37
◼
►
So, you know.
01:39:38
◼
►
- The phone multitasks, right?
01:39:41
◼
►
In sort of a technological sense.
01:39:44
◼
►
- But that's not what you're referring to.
01:39:45
◼
►
- But the split screen stuff,
01:39:46
◼
►
putting two apps on screen at a time,
01:39:48
◼
►
is in my opinion a fiasco.
01:39:50
◼
►
I really, and part of me procrastinated
01:39:55
◼
►
on getting this off my chest because, like I said,
01:39:58
◼
►
I wanted to do too much at once in one epic piece.
01:40:02
◼
►
I wanted to hit one baseball that literally
01:40:04
◼
►
went out of Yankee Stadium, not just knock
01:40:07
◼
►
a couple singles up the middle over a period
01:40:10
◼
►
of a couple days and score some, win a couple games,
01:40:13
◼
►
which is what I think I should have done
01:40:14
◼
►
and I'm gonna try to do going forward.
01:40:19
◼
►
But it's bad and it's confusing.
01:40:22
◼
►
And I mean, I got so many responses from people
01:40:26
◼
►
who I know are smart, really smart technical users,
01:40:29
◼
►
people who, you know, Jeremy Zawadny,
01:40:32
◼
►
who literally wrote like the O'Reilly book on SQL.
01:40:38
◼
►
Like was like, yeah, I had no idea how to,
01:40:39
◼
►
I had no idea you could get two apps on screen
01:40:41
◼
►
at once on an iPad.
01:40:43
◼
►
I mean, really smart people who either A,
01:40:45
◼
►
didn't know how to do it or like me,
01:40:48
◼
►
sometimes get into it and don't know how to get out of it.
01:40:50
◼
►
Like, God forbid you end up with two instances of Safari
01:40:54
◼
►
with two different sets of tabs and then you, oh my God,
01:40:58
◼
►
it's like, where the hell is the one that's open?
01:41:00
◼
►
It's like, oh, there's two versions of Safari now.
01:41:02
◼
►
It reminds me of like the old versions of Windows,
01:41:04
◼
►
like Windows 3, you could like click Excel
01:41:08
◼
►
and then Excel is running.
01:41:09
◼
►
And if you click the Excel icon again,
01:41:11
◼
►
it doesn't open Excel,
01:41:12
◼
►
it would open another instance of Excel.
01:41:15
◼
►
And you can have multiple documents in both instances.
01:41:18
◼
►
And it's like, who the hell thought that was a good idea?
01:41:21
◼
►
Well, that's the iPad.
01:41:21
◼
►
The iPad does that.
01:41:23
◼
►
You can have two completely different instances
01:41:25
◼
►
that you can't get together.
01:41:27
◼
►
And if you connect a hardware keyboard
01:41:29
◼
►
and you hit Command-Tab, it acts like it's a Mac
01:41:32
◼
►
or a Windows computer and just shows one icon
01:41:35
◼
►
for every app that's running.
01:41:37
◼
►
And you go to Safari, but you have two instances
01:41:40
◼
►
of Safari running in your iPad spaces.
01:41:43
◼
►
Which one comes forward?
01:41:44
◼
►
Well, toss a coin, because I can't figure out what the heuristic is, and there's no
01:41:48
◼
►
way to get to the other one via command-tap.
01:41:52
◼
►
It is really confusing.
01:41:53
◼
►
I mentioned my mom, who has somehow—I don't know what exactly she's done.
01:41:59
◼
►
It typically involves mail.
01:42:02
◼
►
I think for the most part, my mom uses—she uses her iPad a lot.
01:42:05
◼
►
Let me just emphasize that.
01:42:07
◼
►
In a house with an iMac.
01:42:08
◼
►
My dad's more of an iMac guy.
01:42:10
◼
►
I think he likes having the big screen.
01:42:13
◼
►
My mom really loves her iPad.
01:42:16
◼
►
I mean, just really, really loves it.
01:42:18
◼
►
She thrives on it.
01:42:19
◼
►
She does more computing than she did before.
01:42:23
◼
►
Just for the record, she's 74 years old, very smart,
01:42:26
◼
►
but not technically inclined at all.
01:42:28
◼
►
Sort of defensive about her lack of technical inclination,
01:42:31
◼
►
is always afraid that she's broken something.
01:42:33
◼
►
When she first called me with this problem,
01:42:35
◼
►
she was convinced she broke her iPad, because she'd go to mail.
01:42:39
◼
►
And now mail was side by side with Safari.
01:42:43
◼
►
in a little skinny iPhone-sized window.
01:42:46
◼
►
Didn't know how to get out of it.
01:42:48
◼
►
I explained how she could drag the divider
01:42:51
◼
►
to make mail go full screen again,
01:42:52
◼
►
but then every time she'd just tap a link in mail,
01:42:54
◼
►
it would open again in split screen in Safari.
01:42:59
◼
►
And she was confused and didn't know how to get out of it.
01:43:02
◼
►
And it's a very, very difficult thing
01:43:04
◼
►
to talk somebody through on the phone,
01:43:07
◼
►
much more difficult than any Mac thing
01:43:09
◼
►
I've ever talked her through in 15, 20 years
01:43:11
◼
►
talking my mom through any kind of problem.
01:43:14
◼
►
You know, like over the years,
01:43:15
◼
►
like they've made it harder to do this now.
01:43:17
◼
►
Like when you drag an icon out of your dock on the Mac,
01:43:20
◼
►
you have to drag it a lot further away
01:43:22
◼
►
before it'll poof and vanish.
01:43:25
◼
►
You know, if you just drag it--
01:43:26
◼
►
- I think by default it might be impossible.
01:43:28
◼
►
I can't remember it.
01:43:29
◼
►
- No, if you drag it really far away, it'll poof away.
01:43:32
◼
►
But in the old days, if you just dragged it out of the dock,
01:43:34
◼
►
like one of your saved icons,
01:43:36
◼
►
like I want Safari always in my dock.
01:43:39
◼
►
Well, you'd mouse and not an expert mouse user,
01:43:44
◼
►
maybe, or my dad did it, drag,
01:43:46
◼
►
instead of clicking Safari, clicked and held a little bit,
01:43:48
◼
►
then moved the mouse, and then Safari poofed out of the dock
01:43:52
◼
►
and then from my parents' perspective,
01:43:54
◼
►
if it's not in the dock, it's gone, right?
01:43:56
◼
►
Like the phone call, "Dad deleted Safari."
01:44:02
◼
►
I could talk them through that though, right?
01:44:03
◼
►
I could talk them through using Spotlight or something
01:44:06
◼
►
to get Safari and then just drag it back into the dock,
01:44:09
◼
►
and there it is, I could talk her through it on the phone.
01:44:11
◼
►
Talking somebody like my mom through this
01:44:15
◼
►
split screen stuff is madness,
01:44:17
◼
►
because one of the things I didn't mention,
01:44:20
◼
►
but I want to write about,
01:44:21
◼
►
is the fact that it's all gesture-based, almost all,
01:44:26
◼
►
and there's no visual on-screen controls.
01:44:30
◼
►
Just think about like on the Mac with Windows,
01:44:34
◼
►
and I'm not saying that iPad
01:44:35
◼
►
have draggable windows that overlap, but I think they could learn some stuff from the
01:44:40
◼
►
Mac. So in a Mac, no matter what app you're in and you have a window open, how do you
01:44:45
◼
►
close it? Well, there's a red button up in the upper left-hand corner, and if you click
01:44:51
◼
►
that red button, the window closes. And everybody knows it. Nobody doesn't know it. And it doesn't
01:44:58
◼
►
matter what app you're in, there's a red button up there, and you can click that button and
01:45:02
◼
►
close it. And yes, I know that you can switch to the graphite theme and it'll be gray buttons,
01:45:06
◼
►
and I've run in graphite mode over the years on and off, but normal people don't even know
01:45:11
◼
►
that's possible and would never want to run in the graphite mode where it's a gray button. There's
01:45:15
◼
►
always a red button. You can click it. It closes the window. How do you close one of these split
01:45:19
◼
►
screen panels? Good luck. Sometimes you can drag the divider. If it's on the left, you can't. You
01:45:26
◼
►
You can't just close it.
01:45:29
◼
►
Anyway, the good news about this is after,
01:45:32
◼
►
my mom actually read the thing on Daring Fireball,
01:45:34
◼
►
and then she saw that I mentioned her.
01:45:36
◼
►
She called me up, and she said,
01:45:37
◼
►
"Yeah, guess what, I figured it out."
01:45:39
◼
►
'Cause one thing, I guess I knew this, and I forgot it.
01:45:41
◼
►
There is, in fact, a setting on the iPad,
01:45:43
◼
►
and it's not in accessibility.
01:45:45
◼
►
And the fact that it's not in accessibility, to me,
01:45:47
◼
►
is sort of like a tacit admission
01:45:49
◼
►
that this multitasking stuff can be confusing.
01:45:52
◼
►
You can go to Settings, and then what's it called?
01:45:56
◼
►
Let me make sure I get it right.
01:45:59
◼
►
Home screen and dock.
01:46:03
◼
►
And then you hit multitasking
01:46:05
◼
►
and you can just allow multiple apps.
01:46:07
◼
►
You can just turn it off.
01:46:09
◼
►
She figured that out on her own.
01:46:10
◼
►
And then once you turn that off,
01:46:12
◼
►
you can't do slide over or split screen multitasking.
01:46:16
◼
►
Just doesn't happen.
01:46:17
◼
►
And for me, one of the big advantages to that
01:46:21
◼
►
is when you're in Safari and you tap and hold a link
01:46:23
◼
►
and there's like a context menu that comes up.
01:46:25
◼
►
And what I usually want to do is tap open a new tab,
01:46:29
◼
►
but when you have allow multiple apps on,
01:46:32
◼
►
right next to open a new tab is open a new window,
01:46:35
◼
►
and you say you can accidentally tap that
01:46:37
◼
►
because it's one finger width away,
01:46:41
◼
►
and now all of a sudden you're stuck
01:46:42
◼
►
with two instances of Safari.
01:46:43
◼
►
Anyway, my mom figured it out on her own
01:46:46
◼
►
and turned that off and wanted me to let everybody know
01:46:49
◼
►
that she's no longer bedeviled by split screen
01:46:53
◼
►
iPad multitasking because she turned it off.
01:46:57
◼
►
Just get it, like, and just think about the fact
01:47:01
◼
►
that on the Mac, nobody ever wants to turn off
01:47:04
◼
►
the ability to show two apps at the same time.
01:47:07
◼
►
Nobody, there's, nobody's ever been bedeviled
01:47:10
◼
►
by the fact that there's a Safari window
01:47:13
◼
►
peeking out behind your mail window.
01:47:16
◼
►
Nobody's ever been bedeviled or confused by this.
01:47:19
◼
►
Nobody ever wants, boy, I sure wish I could turn that off.
01:47:23
◼
►
- Yeah, so what I did to sort of follow up on this
01:47:27
◼
►
was sort of think about how we got to this point, right?
01:47:31
◼
►
Like why is it that Apple went in this direction?
01:47:34
◼
►
And you go back to the beginning,
01:47:37
◼
►
and this is why the 10-year period
01:47:41
◼
►
was a great time to look back,
01:47:42
◼
►
'cause you go back and think about the way
01:47:44
◼
►
that Jobs talked about the iPad
01:47:46
◼
►
and what it was positioned as.
01:47:49
◼
►
And there is this, the iPad was the,
01:47:54
◼
►
all it is is the screen, right?
01:47:56
◼
►
It is the sort of the essence of a computer.
01:48:00
◼
►
John Sirk, you were talking about the naked robotic core.
01:48:03
◼
►
Like this is what it is.
01:48:05
◼
►
And it was so transformational and impressive
01:48:09
◼
►
because it becomes whatever you want it to be.
01:48:12
◼
►
And in a way that a Mac never can, right?
01:48:15
◼
►
To your point that there's gonna be a lot of Chrome
01:48:18
◼
►
not the browser, but all the infrastructure
01:48:21
◼
►
and detritus of the user interface is always there.
01:48:24
◼
►
And it needs to always be there,
01:48:26
◼
►
because that's how you manage the complexity
01:48:29
◼
►
of what you can accomplish on the Mac,
01:48:31
◼
►
whereas the iPad is something completely different.
01:48:33
◼
►
The iPad, it becomes a music studio.
01:48:36
◼
►
It becomes, add in the application,
01:48:39
◼
►
it becomes a drawing surface,
01:48:41
◼
►
which remains my biggest use case for the iPad.
01:48:44
◼
►
I do the drawings of Forcio Trekri on it.
01:48:46
◼
►
it becomes a TV, right?
01:48:48
◼
►
In these cases, I'm watching NBA games on it, right?
01:48:51
◼
►
And this is such a powerful, powerful concept,
01:48:56
◼
►
and it's distinctly different than what a Mac is.
01:49:00
◼
►
A Mac is a tool for doing different things.
01:49:03
◼
►
An iPad is a, not an illusionist,
01:49:07
◼
►
what's the word I'm looking for, a chameleon?
01:49:10
◼
►
Like it becomes whatever the thing that you're doing is.
01:49:14
◼
►
And this, uh, and what, where was the reason why we'll get to how we got there in a moment,
01:49:20
◼
►
but the reason why I think the multitasking idea and model on the iPad is fundamentally flawed is it
01:49:28
◼
►
imposes the, the, the Chrome, the detritus of the operating system onto a surface that ought to be a
01:49:38
◼
►
transformative shape-changing sort of thing, right?
01:49:43
◼
►
And you lose that.
01:49:46
◼
►
You lose that ability for an iPad to change what it is because you're imposing this sort
01:49:53
◼
►
of stuff on top of it that doesn't make sense in the context of that sort of view of it.
01:50:00
◼
►
Yeah, but I'll acknowledge.
01:50:02
◼
►
I will acknowledge because people keep saying, one of the responses is, "Well, I use the
01:50:07
◼
►
split screen thing. I use my iPad all day. It's my main computer and I love the split screen.
01:50:11
◼
►
Not nobody's defended the actual interface. Nobody has said it's a fantastic interface
01:50:16
◼
►
for getting two apps on screen at once. They just say that they love the capability because they do
01:50:22
◼
►
use it. They love having their notes open next to a video. You know, they're watching a video and
01:50:28
◼
►
they're taking notes on the video because they can split screen it or something like that.
01:50:32
◼
►
I get that, and I do think it should be possible,
01:50:36
◼
►
but I just think it should be possible in a way
01:50:39
◼
►
where it should be super easy and obvious
01:50:43
◼
►
how you get back to one thing at a time
01:50:46
◼
►
that transforms the device.
01:50:47
◼
►
You emphasized in your piece the GarageBand demo,
01:50:52
◼
►
which wasn't from the original iPad event.
01:50:56
◼
►
It was the iPad 2 event one year later,
01:50:59
◼
►
and it was one of Jobs' last on-stage appearances.
01:51:03
◼
►
He was at WWDC then, which was his last on-stage appearance.
01:51:07
◼
►
But the GarageBand demo really was an app.
01:51:10
◼
►
I just haven't had time.
01:51:13
◼
►
I did a lot of writing.
01:51:14
◼
►
I didn't sit down and watch the whole iPad intro again.
01:51:17
◼
►
It's on my list for something to do this week,
01:51:19
◼
►
probably maybe the weekend.
01:51:21
◼
►
But I did watch that, and I do have to say,
01:51:24
◼
►
man, I do remember being blown away by that.
01:51:26
◼
►
That GarageBand demo from the One Year In thing
01:51:30
◼
►
was really, really interesting,
01:51:32
◼
►
totally counter to that narrative that runs to this day
01:51:36
◼
►
that it's a device for consumption, not for creation.
01:51:40
◼
►
And the point you made that was so great
01:51:41
◼
►
is the GarageBand on iPad was immersive
01:51:46
◼
►
and transformed the device in a way
01:51:49
◼
►
that GarageBand from Mac never could,
01:51:51
◼
►
just by the definite, you know, like it just,
01:51:54
◼
►
all of a sudden the iPad is a piano, right? It doesn't look like a piano and you use a mouse to
01:52:01
◼
►
click keys or you type keys on a physical QWERTY keyboard and it simulates piano keys. It just
01:52:08
◼
►
turns into piano keys and you touch them and they go down and it makes music. It was incredible.
01:52:15
◼
►
We can get into it in a moment. I actually, I would go much further than you. I think that
01:52:22
◼
►
even having the sort of multitasking capability on the iPad is a mistake in what we're talking about.
01:52:28
◼
►
So that's obviously much more controversial to take. But just to follow up on this,
01:52:33
◼
►
the, you know, there's a lot of pushback on the "Oh, the iPad is for creation, not just consumption."
01:52:38
◼
►
If you go back and watch the first one, it's clearly framed as a consumption device, right?
01:52:43
◼
►
Like, Jobs literally sat on a couch for the demo because he wanted to emphasize that it is more of
01:52:52
◼
►
of a layback, lean back sort of experience as opposed to a lean forward at your desk,
01:52:58
◼
►
you know, sort of Mac experience. And so, like, it's not a, and for good reason, it's
01:53:04
◼
►
an amazing consumption device, right? The, you know, for, again, I use it all the time
01:53:10
◼
►
for watching sports. Like the, that's what I, you know, because I'm international, so
01:53:15
◼
►
I watch it through WePass and LB.TV and whatever, and I do use it on the iPad, and it's great
01:53:20
◼
►
for that and you can take it with you and it's a great experience we're having a larger screen
01:53:25
◼
►
than your phone is really super desirable because you want to see things clearly uh you know but
01:53:29
◼
►
kids watch netflix or youtube or whatever on it like it's it's an amazing consumption experience
01:53:34
◼
►
and it remains that and i think as far as we can tell that is what even today 10 years on the vast
01:53:42
◼
►
majority of ipads are used for yeah uh and so it's not i think there was a there was a sense for a
01:53:48
◼
►
while where people writing about Apple were sort of defensive about the iPad being called
01:53:54
◼
►
a consumption device, but actually that's what it is, right? First and foremost. And
01:53:59
◼
►
that was there on day one.
01:54:01
◼
►
And it's embraced so far across the line. I mean, MLB has always been at a technical
01:54:05
◼
►
level ahead of the other sports leagues in the US. I don't know why. Maybe because
01:54:12
◼
►
they were in decline in popularity, and it is the stuff, you know, it's the oldest
01:54:16
◼
►
but like the MLB team, you know, was the ones,
01:54:19
◼
►
they were the ones who solved the problem.
01:54:21
◼
►
Like when HBO first started trying to stream video
01:54:25
◼
►
and servers burst into flames
01:54:27
◼
►
by people trying to watch Game of Thrones,
01:54:29
◼
►
they went to the MLB team,
01:54:31
◼
►
and the MLB team were the ones who figured out
01:54:33
◼
►
how to stream it, and then Disney bought that business
01:54:35
◼
►
from MLB because I actually think that their technology
01:54:39
◼
►
probably is at the heart of Disney Plus
01:54:41
◼
►
now that I think about it.
01:54:42
◼
►
I hadn't really thought about it.
01:54:43
◼
►
- That's right, it is.
01:54:44
◼
►
No, Disney acquired them, yeah.
01:54:45
◼
►
And it's very strong technology.
01:54:48
◼
►
- It's really strong.
01:54:49
◼
►
And if you're impressed by the fact
01:54:51
◼
►
that Disney+ launched with all this fanfare
01:54:53
◼
►
and went off seamlessly and you just hit play on Mandalorian
01:54:57
◼
►
and it just comes up and plays,
01:54:58
◼
►
it's thanks to the technology they acquired from MLB.
01:55:01
◼
►
Yeah, it's really, yeah, I was pretty sure
01:55:04
◼
►
that they're at the heart of that.
01:55:05
◼
►
Really, really, really strong technology.
01:55:07
◼
►
Leads the industry.
01:55:08
◼
►
I mean, it's up there.
01:55:10
◼
►
I mean, I know Netflix is great too,
01:55:11
◼
►
but it's as good as it gets.
01:55:12
◼
►
- You talk to Netflix engineers and they will say,
01:55:15
◼
►
Yeah, the only other streaming technology worth a crap is yeah is is is the the it's called BAM tech now. Yeah
01:55:21
◼
►
What was BAM?
01:55:23
◼
►
Baseball advanced some media or something like that, but they just went because it's no longer just baseball. It's yeah BAM tech
01:55:29
◼
►
NBA culturally is certainly far ahead of the other leagues in terms of being up-to-date and embracing social media. I mean
01:55:37
◼
►
NBA Twitter is like no other sports Twitter and we could do a whole show on that and I know you'd probably spend 12 hours a
01:55:44
◼
►
with your No Tech Bend Twitter account on it.
01:55:48
◼
►
So it's not surprising to me that the NBA
01:55:50
◼
►
also has a really good streaming experience to iPads.
01:55:53
◼
►
- No, the streaming experience is terrible.
01:55:54
◼
►
- Well, or at least they try.
01:55:56
◼
►
Well, at least they try, they try, they try.
01:55:58
◼
►
But the one that blows me away is that the NFL
01:56:01
◼
►
has really embraced it, and part of it is
01:56:03
◼
►
that I have a cable subscription still
01:56:05
◼
►
and I've registered through it.
01:56:07
◼
►
But I watched an awful lot of NFL football this year
01:56:10
◼
►
on my iPad instead of on TV,
01:56:13
◼
►
And it's really good technically,
01:56:15
◼
►
but it's just amazing to me that the NFL of all networks,
01:56:19
◼
►
which is the one that is the most dominant,
01:56:21
◼
►
has the most money, and is sort of therefore
01:56:24
◼
►
the least likely to embrace something new.
01:56:27
◼
►
The iPad is like a first-class client
01:56:30
◼
►
for watching live NFL games now.
01:56:32
◼
►
And it's just, it just blows me away.
01:56:34
◼
►
Like in a way that your computer can't be,
01:56:36
◼
►
and that you wouldn't want it, it's too small,
01:56:38
◼
►
you don't want to watch it on your phone.
01:56:39
◼
►
I mean, I know people do watch on their phone,
01:56:40
◼
►
but it's no good.
01:56:42
◼
►
You watch on your phone because it's the only way to watch it, right?
01:56:45
◼
►
Because you're—whereas you would voluntarily watch something on the iPad because—
01:56:49
◼
►
You're at like a kid's birthday party and there's a game you want to watch.
01:56:51
◼
►
Okay, you're going to watch at your phone.
01:56:53
◼
►
Right, exactly.
01:56:55
◼
►
But watching on your iPad is like totally credible.
01:56:57
◼
►
It is like absolutely totally credible and keeps up to—anyway, it's just—it is
01:57:01
◼
►
a great—I don't want to get too sidetracked from our complaints, but it is a great consumption
01:57:05
◼
►
device and it's a better TV than my TV.
01:57:09
◼
►
That's exactly—no, that's exactly right.
01:57:11
◼
►
And it's disruptive in a way, right, to take this sort of full circle because you can layer
01:57:15
◼
►
on all sorts of stuff and things that you can't have on your TV.
01:57:21
◼
►
But the interactivity and the portability, but while also having this large screen that,
01:57:26
◼
►
you know, holding an iPad right in front of you relative to a large TV on the wall, like
01:57:31
◼
►
the actual viewing experience is actually much, the difference is much smaller than
01:57:35
◼
►
you might think it is.
01:57:36
◼
►
And the screen quality is incredible and all those sorts of things.
01:57:40
◼
►
At the initial iPad launch, they also showed iWork.
01:57:45
◼
►
And it was also kind of a mind-blowing demo in that they were doing this really cool stuff
01:57:51
◼
►
with inserting stuff and moving stuff around with your fingers.
01:57:56
◼
►
And there was the hint of something there.
01:57:59
◼
►
And I wrote about, I had a few sort of false starts as far as blogs going through the years,
01:58:06
◼
►
I had like a tumbler back in the day where I wrote about the iPad when it launched and
01:58:12
◼
►
you know I talked about it you know where it fit relative to the phone and relative
01:58:17
◼
►
to the computer but at the end of my career what's really compelling here is is the
01:58:21
◼
►
you know I focus on content consumption like this is clearly a content consumption device
01:58:24
◼
►
I'm gonna take one time out I'm just gonna tell you right now as a listener I'm gonna
01:58:28
◼
►
remember I'm gonna remember this I am gonna put that graphic you're talking about it's
01:58:32
◼
►
gonna be the album art as we talk right now so you could just look at your phone and look
01:58:36
◼
►
at the album art, you'll see the drawing Ben's talking about.
01:58:39
◼
►
All right, keep going.
01:58:41
◼
►
Well, a 10-year-old drawing, some of which
01:58:43
◼
►
holds up better than others.
01:58:44
◼
►
But again, you go back and-- one of the things that
01:58:48
◼
►
has constricted the iPad over time
01:58:49
◼
►
is that phones now are so much larger.
01:58:51
◼
►
But you remember back in 2010, you're
01:58:53
◼
►
dealing with a 3.5-inch crappy screen where you really
01:58:55
◼
►
didn't want to be watching an NBA game on that.
01:58:59
◼
►
The iPad was just incredible.
01:59:00
◼
►
It was so much larger and better.
01:59:02
◼
►
But I put at the end-- so that article
01:59:04
◼
►
was focused on as a content consumption device. But at the end, I'm like, look, there's something
01:59:08
◼
►
else here. Like what was it? I mentioned that I work demo, I'm like, you can do stuff that
01:59:14
◼
►
you just can't do on a computer because you're directly manipulating it. Now, the implication
01:59:19
◼
►
is there's stuff you can do on a computer that you can't do on an iPad. But it was new,
01:59:24
◼
►
it was something different and new. And that's where the the the GarageBand demo and this
01:59:28
◼
►
the the iPad 2 announcement comes in for me. Like the it was it like I someone who has
01:59:33
◼
►
dabbled around in sort of these music creation apps and you know I'm a piano player and stuff
01:59:38
◼
►
like that. It was so mind-blowing. That's the only time I've ever stood in line for
01:59:42
◼
►
an Apple product. I had to get the iPad 2 and I was going on a plane that night to Taiwan
01:59:50
◼
►
and I downloaded GarageBand and I spent the entire 12-hour flight just like making songs.
01:59:55
◼
►
It's hard. It was mind-blowing. It was absolutely incredible the way that you could
02:00:03
◼
►
do stuff that wasn't really possible.
02:00:05
◼
►
Again, it was technically possible on a computer, but the user interface and experience was
02:00:11
◼
►
just transformative on the iPad.
02:00:13
◼
►
It was absolutely incredible.
02:00:15
◼
►
And what was so, and you saw, Jobs knew it, right?
02:00:20
◼
►
It's one of my all-time favorite Jobs on stage moments is the like 15 seconds after the demo,
02:00:26
◼
►
and he's on there and he's just like, he's used this.
02:00:30
◼
►
He was involved in the creation of it.
02:00:32
◼
►
He knew the demo, they had run through it.
02:00:34
◼
►
And even then, he just looks astonished.
02:00:37
◼
►
He's like, "I can't believe…"
02:00:39
◼
►
And to me, it was a wonderful moment that I reflected on a lot when Jobs passed away
02:00:46
◼
►
later that year.
02:00:48
◼
►
I'm glad that he was able to have that moment as an exec, because it was, to my mind, the
02:00:56
◼
►
culmination of his life's work.
02:00:58
◼
►
Because he comes on there and he's like, "Isn't it incredible?"
02:01:01
◼
►
And then he says something like, he's like,
02:01:04
◼
►
now anyone can make music.
02:01:06
◼
►
And like, that's what, he wanted the computer for anyone,
02:01:10
◼
►
that anyone could unlock their creativity.
02:01:13
◼
►
Anyone could do this because it was so much more intuitive
02:01:16
◼
►
and so much more approachable.
02:01:17
◼
►
- And direct.
02:01:18
◼
►
- And fundamentally, it was fundamentally less powerful.
02:01:23
◼
►
- Like, you could not do in GarageBand,
02:01:25
◼
►
well, you could do in Logic,
02:01:26
◼
►
or you could do in GarageBand on the Mac.
02:01:28
◼
►
Because you're limited to the direct interaction,
02:01:30
◼
►
it was fundamentally less powerful.
02:01:34
◼
►
But it was disruptive in the best sense of the word.
02:01:37
◼
►
It did not meet the needs of true musicians who
02:01:39
◼
►
were wanting to make a huge sort of-- make a professional song.
02:01:44
◼
►
But it meant it was way more accessible to way more people
02:01:48
◼
►
to actually build their own songs.
02:01:50
◼
►
And to me, that was what was so amazing and compelling
02:01:57
◼
►
about the iPad.
02:01:58
◼
►
And what I feel we've never really seen the full manifestation of was this possibility
02:02:04
◼
►
of completely new kinds of applications, new kinds of computing that would open up the
02:02:09
◼
►
power of computers to so many more people.
02:02:13
◼
►
And that's why the whole discussion of the multitasking thing is so, like, it's so
02:02:19
◼
►
frustrating to me because we're debating these power user features that are basically
02:02:29
◼
►
trying to recreate what we can already do on the Mac, but we're trading away. It's
02:02:35
◼
►
more complex and less powerful and less useful. And I'm over here saying, "What about this
02:02:42
◼
►
whole world that was sort of stillborn, where you could do something that you could not
02:02:47
◼
►
do on the PC. When we're talking about dealing with multiple Windows, we can do that on the
02:02:51
◼
►
PC. It's like, would you rather do that on the PC or would you rather do that on the computer?
02:02:54
◼
►
Would you rather stay at a Motel 6 or would you rather stay at a Ritz-Carlton? Well,
02:02:57
◼
►
if we make the Motel 6, we have much nicer bedsheets, and if we have better service,
02:03:03
◼
►
and we make the rooms bigger, then we could have a Ritz-Carlton too. And it's like,
02:03:08
◼
►
that's not disruptive. It's trying to do the same thing, but from a different perspective.
02:03:13
◼
►
I want something that's completely and utterly new, and when I look back 10 years on, it's
02:03:19
◼
►
like, where are those applications?
02:03:23
◼
►
That's what I'm interested in.
02:03:24
◼
►
Right, and now we have Apple bragging about desktop class Safari, which is, again, just
02:03:32
◼
►
It's just parody.
02:03:33
◼
►
Anyway, I want to take a break.
02:03:34
◼
►
I have one more sponsor to thank, but—and then we'll bring this home on iPad.
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- I really like the fact that we started
02:05:35
◼
►
with the sort of the disruption in Christians and stuff
02:05:38
◼
►
a bit in the beginning.
02:05:39
◼
►
Because I think it gets at exactly why I am frustrated
02:05:44
◼
►
by the product, disappointed in the product.
02:05:46
◼
►
Again, it's not to say it's not, people don't love them
02:05:50
◼
►
and it's not successful and Apple doesn't make a lot
02:05:52
◼
►
of money from them.
02:05:53
◼
►
It's that it--
02:05:54
◼
►
- I think that's what masks the problems,
02:05:57
◼
►
that people do love them and people do use them
02:06:00
◼
►
and so it's easy for somebody to defend it
02:06:02
◼
►
and say there's nothing wrong, right?
02:06:04
◼
►
It's successful and people love it.
02:06:07
◼
►
But I really, it is frustrating to me.
02:06:09
◼
►
And I don't think it's lived up to the potential.
02:06:12
◼
►
And while I like the fact that they're talking,
02:06:14
◼
►
that they've added quote unquote desktop class Safari,
02:06:16
◼
►
like that should, 10 years in,
02:06:18
◼
►
that should not be a bragging point.
02:06:20
◼
►
- Well, I mean, it's just like, if the,
02:06:24
◼
►
why is it, it's sad to me that the goal
02:06:27
◼
►
is to compete with the Mac.
02:06:29
◼
►
It's sad because one, like the Mac's pretty good
02:06:31
◼
►
at what it does, and if anything,
02:06:33
◼
►
I'd rather have more resources go there to make it better.
02:06:35
◼
►
But two, it's sad because you're playing on the max turf.
02:06:38
◼
►
Like, if you wanna compete with a multi-window environment,
02:06:43
◼
►
probably best to start with the environment
02:06:45
◼
►
that was built with multi-window assumptions
02:06:47
◼
►
from the beginning.
02:06:48
◼
►
The iPad was not built with those assumptions.
02:06:50
◼
►
The iPad was built with one-window assumptions,
02:06:52
◼
►
that it's the entire, again, that it transforms the device
02:06:56
◼
►
into a music studio, it transforms the device into an easel,
02:07:00
◼
►
transforms the device into a photo editing environment or whatever it might be.
02:07:06
◼
►
And I think there's two areas where the iPad really lost its way.
02:07:12
◼
►
The first area, unfortunately, and it fits with the theme, I guess, of this podcast,
02:07:17
◼
►
was Jobs passing away.
02:07:19
◼
►
Like I'm very reticent to go into what Steve Jobs would do something different.
02:07:26
◼
►
But I think the one product that misses Jobs
02:07:30
◼
►
more than any other product is the iPad.
02:07:32
◼
►
Like again, to me it really was the culmination
02:07:37
◼
►
of what he was pushing computing to be,
02:07:40
◼
►
his vision of what computing could be,
02:07:42
◼
►
computing for the rest of us.
02:07:44
◼
►
And when he was gone, who had that vision?
02:07:49
◼
►
- I think one of the things Steve Jobs was so good at,
02:07:53
◼
►
and his reputation is that he was so,
02:07:57
◼
►
I mean, for lack of a better word, arrogant, right?
02:07:59
◼
►
And you couldn't tell him anything,
02:08:01
◼
►
but the fact is he did listen.
02:08:03
◼
►
And famously, there's always a bunch of stories
02:08:05
◼
►
where someone would get in an argument with them,
02:08:07
◼
►
and Jobs would say X, and you would say Y,
02:08:10
◼
►
and then you'd make your case for Y,
02:08:12
◼
►
and he'd say, "That's stupid."
02:08:13
◼
►
And you'd come back the next day,
02:08:14
◼
►
and Jobs would say, "I have a great idea, why?"
02:08:18
◼
►
Right? - Yeah.
02:08:19
◼
►
- And that was his way of acknowledging that you were right.
02:08:21
◼
►
It was like he slept on it,
02:08:22
◼
►
And he was like, yeah, you know what, that's a good idea.
02:08:24
◼
►
And then he'd convince himself it was his idea,
02:08:26
◼
►
and then, you know, go ahead.
02:08:27
◼
►
But he could admit mistakes, right?
02:08:31
◼
►
And he didn't go into denial about them.
02:08:34
◼
►
And so, in small ways, I do think that if jobs
02:08:37
◼
►
were still around, I think that the MacBook keyboard
02:08:42
◼
►
fiasco would have ended sooner.
02:08:44
◼
►
- Without question.
02:08:45
◼
►
- I'm not saying they wouldn't have shipped it.
02:08:47
◼
►
And I've always said throughout the whole thing,
02:08:49
◼
►
the problem isn't that they shipped that keyboard.
02:08:51
◼
►
The problem is, I mean--
02:08:54
◼
►
- They shipped it for three and a half years.
02:08:55
◼
►
- Ideally, they wouldn't have shipped it,
02:08:56
◼
►
but you make mistakes, you know what I mean?
02:08:58
◼
►
They shipped the MacCube,
02:09:00
◼
►
and it turned out it was not the right idea.
02:09:02
◼
►
You know what they did?
02:09:02
◼
►
They stopped production of the MacCube.
02:09:05
◼
►
They didn't make the MacCube for four years
02:09:06
◼
►
and keep throwing good money after bad.
02:09:09
◼
►
I really do think that there are ways
02:09:13
◼
►
that Jobs' leadership and his style would have helped.
02:09:18
◼
►
But the Mac doesn't need that much help.
02:09:20
◼
►
The Mac, it knows what it is, it does what it does really well, and the phone has done
02:09:27
◼
►
really well post-jobs, in that there's people clearly at Apple who kind of have a really
02:09:33
◼
►
good sense of the iPhone.
02:09:34
◼
►
It's clearly, you know, because it makes the most money.
02:09:37
◼
►
I mean, you can be cynical about it.
02:09:39
◼
►
It gets the highest talent within the company to pay the fullest attention to every aspect
02:09:45
◼
►
of it, hardware and software.
02:09:47
◼
►
And I think it's in a really good place, software-wise.
02:09:52
◼
►
I really do think iOS 13 is in a really good place.
02:09:55
◼
►
And there's things I would change.
02:09:56
◼
►
Everybody has complaints, but I'm with you.
02:10:01
◼
►
I think that the iPad is the one product where really,
02:10:04
◼
►
and at a big level, it's not like a little thing,
02:10:06
◼
►
like, oh, I don't think the buttons should be flat.
02:10:08
◼
►
I think they should have a little bit of 3D
02:10:09
◼
►
or something like that.
02:10:10
◼
►
It's not a superficial thing.
02:10:11
◼
►
I think at a very profound, fundamental level--
02:10:14
◼
►
- A conceptual level. - Yeah, conceptual level,
02:10:16
◼
►
The iPad could be so much further along,
02:10:20
◼
►
and I do think, and I'm with you,
02:10:21
◼
►
I really do hate to play the,
02:10:24
◼
►
I think things would be X, Y, and Z different
02:10:26
◼
►
if Steve Jobs were still around,
02:10:29
◼
►
but I really do feel like the iPad is the one
02:10:31
◼
►
where it should, and I've seen a bunch of other people,
02:10:33
◼
►
either in reaction to my piece,
02:10:35
◼
►
or just on their own on this 10th anniversary,
02:10:38
◼
►
express the same thought.
02:10:41
◼
►
And it's really hard to deny, I think,
02:10:44
◼
►
if you really, and going back like you did,
02:10:46
◼
►
and looking at that, especially not the first iPad,
02:10:51
◼
►
but that iPad 2 demo with the GarageBand thing
02:10:56
◼
►
and a couple other things that,
02:10:58
◼
►
and with a year of their own use of iPad
02:11:03
◼
►
combined with seeing how the world had taken to it
02:11:06
◼
►
under their belt, there did seem to be
02:11:11
◼
►
a certain gleam in his eye that they were onto something,
02:11:14
◼
►
And then all that really happened in the intervening years
02:11:17
◼
►
is they've just made faster and faster CPUs.
02:11:20
◼
►
I mean, the hardware got undeniably better, right?
02:11:22
◼
►
It went to retina and got thinner and lighter.
02:11:24
◼
►
It's truly, you know, the iPhone and the iPad
02:11:28
◼
►
are the best hardware they make.
02:11:30
◼
►
And the Mac, it's almost unfair.
02:11:32
◼
►
The Mac is so limited by what Intel offers.
02:11:36
◼
►
The one thing that the Mac users are most jealous of
02:11:40
◼
►
the fact that we don't have Apple's own ARM CPUs inside.
02:11:45
◼
►
But in terms of conceptual using the iPad,
02:11:51
◼
►
it just hasn't gone very far.
02:11:54
◼
►
- Well, it's funny.
02:11:55
◼
►
So there's been two ways where Apple has sought
02:11:59
◼
►
to sort of push the iPad forward post jobs.
02:12:01
◼
►
Because sales kind of peaked around the iPad 2,
02:12:07
◼
►
iPad 3 era, and then they sort of started to go down
02:12:10
◼
►
and Apple's like, you know, what can we do to make this better?
02:12:13
◼
►
The first one was coming out with the iPad Pro and the Pencil and the keyboard.
02:12:19
◼
►
It's interesting because I think the Pencil was so clearly the right thing to do.
02:12:23
◼
►
It was definitely one of those X, Y arguments you'd have to have with Jobs where, you know,
02:12:27
◼
►
he would, I'm sure, have been against it and then you would have convinced him that
02:12:30
◼
►
it was the right thing to do.
02:12:31
◼
►
Like, that is a, it's again, what is powerful about the Pencil is it's something that you
02:12:36
◼
►
can't do on the Mac.
02:12:37
◼
►
Yes, you can have a Wacom tablet or something on those sorts of lines, but it's still
02:12:41
◼
►
indirect manipulation or if you even have the ones that show the screen on there, it's
02:12:45
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very clunky, it's not accessible to most people.
02:12:47
◼
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The iPad makes a new sort of paradigm and approach accessible to new people in a way
02:12:52
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that doesn't really make sense on a phone either.
02:12:54
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►
It's something unique and special to iPad and, as I noted, remains my number one use
02:12:58
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►
case for an iPad is doing these drawings.
02:13:01
◼
►
I don't know if Jobs would have been opposed to it.
02:13:03
◼
►
I know everybody loves to, you know, go back to that, "If you see a stylus, they blew
02:13:07
◼
►
quote. But that was about the phone. And it was about requiring a stylus. It was about
02:13:12
◼
►
a device where you needed a stylus to use it like the Newton and the Palm Pilot. And
02:13:19
◼
►
there's a reason, that's not the only reason why they called it the Apple Pencil and not
02:13:24
◼
►
the Apple Stylus. You know, it wasn't just to avoid the word that's, you know, founder
02:13:28
◼
►
Steve Jobs had used and said they blew it. It's different because it's absolutely not
02:13:32
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required. It does something very different. You can use it. And I know in the early days
02:13:36
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that a pencil was actually up in the air,
02:13:38
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whether you could even use it as a replacement
02:13:41
◼
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for your finger for tapping buttons and stuff,
02:13:44
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or was it only for drawing.
02:13:45
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And they worked that out.
02:13:48
◼
►
It's totally a plus.
02:13:50
◼
►
It just enables an entirely new level of stuff on your iPad.
02:13:55
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►
It's not something you need.
02:13:56
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►
So I don't know that Jobs would have been opposed to it.
02:13:58
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►
- What you said is super important, too.
02:13:59
◼
►
It's a plus in a way that enhances the experience
02:14:03
◼
►
without detracting from it.
02:14:04
◼
►
In a way, multitasking is a plus, but it imposes such a level of overhead and complexity that
02:14:11
◼
►
for someone like your mom, or me personally, it's a minus.
02:14:16
◼
►
Exactly, right?
02:14:17
◼
►
And so that's an addition that makes sense when it's purely additive, like the pencil
02:14:24
◼
►
But anyhow, so Apple pushes forward the hardware.
02:14:26
◼
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And obviously the hardware today is an amazing state.
02:14:28
◼
►
Like the iPad Pro today is, I think, the most beautiful piece of hardware that Apple makes.
02:14:33
◼
►
It rivals the iPhone 4 for arguably the best piece of hardware Apple has ever made, as
02:14:38
◼
►
far as just sort of like being a jewel and just this incredible sort of thing.
02:14:43
◼
►
So that was number one.
02:14:44
◼
►
And then number two has been this recent push to add the iPadOS and add this multitasking
02:14:50
◼
►
and this complexity.
02:14:52
◼
►
And what's interesting about both of those efforts is those are both things that are
02:14:56
◼
►
under Apple's – what does Apple control on the iPad?
02:14:59
◼
►
They control the hardware and they control the OS.
02:15:01
◼
►
And where have they focused their efforts on making the iPad interesting to end users?
02:15:06
◼
►
It's by iterating on the hardware and iterating on the OS.
02:15:10
◼
►
And there's a big missing piece here, which is the apps themselves, the developers.
02:15:16
◼
►
And this is, to my mind, the fundamental failing of the iPad.
02:15:21
◼
►
At the end of the day, Steve Jobs is one person.
02:15:24
◼
►
You can't have, no matter how great he is, Steve Jobs is not going to conceptualize every
02:15:30
◼
►
possible use case that an iPad could be used for.
02:15:32
◼
►
This idea that an iPad can become anything, by definition, that's where you need the third-party
02:15:38
◼
►
developers to come up with completely new programs and applications for an iPad that
02:15:46
◼
►
transform it into something different that Apple would have never thought of, that C-Jaw
02:15:49
◼
►
is going to never have thought of.
02:15:51
◼
►
This is the whole power of markets, where people create something completely new to
02:15:56
◼
►
meet a need that no sort of central authority would have thought of on their own, but it's
02:16:01
◼
►
possible to come forward and to, why do they do it? Because they can, one, it's possible,
02:16:06
◼
►
and two, they can make money doing it. And that's the missing piece. You can't make money.
02:16:12
◼
►
The iPad is meant to be some sort of productivity where you can do stuff on it. That's what
02:16:18
◼
►
makes the large canvas approachable in a way the iPhone sort of isn't. But to do that,
02:16:23
◼
►
need to be able to sell and you need to be able to sell to people and the people that fall in love
02:16:27
◼
►
with your application it's really good oh can you add this feature can you add this feature
02:16:31
◼
►
well you can add the features and you can charge them again guess what that's how them like that's
02:16:36
◼
►
why that's what happened on the mac you had developers creating all sorts of applications
02:16:41
◼
►
creating entire industries which you mentioned your piece especially like the graphic design and
02:16:46
◼
►
layout and and all those sorts of things you had all these sort of small developers making all
02:16:51
◼
►
these little utilities on the Mac. And why did it work? Because you didn't have to go out and sell
02:16:57
◼
►
it one time for 99 cents and try to get a bunch of users. You could find your core users, your
02:17:02
◼
►
thousand true fans or whatever, you could charge them. Then you could work for a year, you come
02:17:07
◼
►
back, you could charge the same users again. And they were happy to pay you because they loved your
02:17:11
◼
►
application. It was very useful for them. You could do more. All that aspect is missing because
02:17:17
◼
►
of the app store's limitations. And the reason why I think the iPad never reaches potential,
02:17:23
◼
►
we never got these sort of transformative use cases that were not recreating the Mac,
02:17:31
◼
►
but were creating something entirely new and powerful, is because there was no money in it.
02:17:36
◼
►
To create something like GarageBand requires a huge amount of resources. It means making a big
02:17:43
◼
►
bet because to building software you have to spend all the time and money upfront creating
02:17:48
◼
►
that and you have to put it out there for sale and hope people come along and tell their
02:17:52
◼
►
friends and then will buy an upgrade.
02:17:55
◼
►
Why would you make that bet if you're in an App Store environment?
02:17:59
◼
►
There's no business model to justify it, which meant those applications never got made.
02:18:05
◼
►
This is Apple's tragic weakness.
02:18:09
◼
►
They want to control everything.
02:18:12
◼
►
And that control meant they tried to use that control to make the iPad better.
02:18:17
◼
►
What can we control?
02:18:18
◼
►
We can control the hardware.
02:18:20
◼
►
We'll make the hardware much better.
02:18:21
◼
►
What can we control?
02:18:22
◼
►
We control the OS.
02:18:24
◼
►
We'll take the OS and we'll add a bunch of stuff that maybe that's what people will
02:18:27
◼
►
What Apple actually needed to make the iPad successful was to loosen control, was to give
02:18:33
◼
►
give more freedom, more possibilities,
02:18:35
◼
►
so that developers could make these
02:18:38
◼
►
transformative experiences that took the potential
02:18:41
◼
►
of a device that could change into anything
02:18:44
◼
►
you wanted it to be and to fully realize that.
02:18:48
◼
►
- You mentioned, I forget what year you took the numbers
02:18:51
◼
►
from, but there was a point, and it's firsthand,
02:18:54
◼
►
but to me it's the one where the Mac was clearly
02:18:57
◼
►
the strongest, was the desktop publishing industry,
02:18:59
◼
►
and there were other areas where the Mac did
02:19:01
◼
►
and has continued to thrive, education in some ways,
02:19:06
◼
►
but desktop publishing for me is near and dear to my heart,
02:19:09
◼
►
and it truly transformed the industry
02:19:11
◼
►
as a 10-year-old product.
02:19:12
◼
►
And again, it's exactly how old the iPad is.
02:19:16
◼
►
The graphic design industry,
02:19:18
◼
►
whether you're like an illustrator
02:19:19
◼
►
or doing page layout in Quark or PageMaker at the time,
02:19:24
◼
►
or whatever, you know,
02:19:26
◼
►
all the various things you could do in Photoshop,
02:19:28
◼
►
Nobody who was a professional illustrator or photographer
02:19:33
◼
►
or layout artist was using computers in 1984.
02:19:38
◼
►
I mean, I shouldn't say nobody, but it was obscure
02:19:41
◼
►
and you were using these text-based things
02:19:43
◼
►
and nobody really, computers just weren't part of it.
02:19:48
◼
►
And by 1994, nobody was not using a computer.
02:19:51
◼
►
In 10 years, everything was computerized,
02:19:56
◼
►
all page layout, every newspaper, every magazine,
02:19:59
◼
►
every advertisement, everything that was going to print
02:20:02
◼
►
went through computer software.
02:20:05
◼
►
And it was either on the Mac or it was Windows versions
02:20:08
◼
►
of apps on the Mac, but probably it was through the Mac.
02:20:11
◼
►
I remember when I was doing print stuff in the '90s,
02:20:15
◼
►
you used to have to pay more
02:20:17
◼
►
if it was Windows formatted stuff sometimes
02:20:20
◼
►
than if it was Mac because the print shops
02:20:22
◼
►
anticipated so many problems with like
02:20:25
◼
►
color separation and stuff like that.
02:20:27
◼
►
They literally charged more
02:20:28
◼
►
'cause it was so fundamentally Mac-based.
02:20:32
◼
►
What are the industries like that
02:20:33
◼
►
that have been transformed by the iPad?
02:20:35
◼
►
And there are some, I mean, it's like somebody pointed out
02:20:38
◼
►
that iPads are huge with pilots.
02:20:42
◼
►
I mean, so saying that there's none is an overstatement.
02:20:46
◼
►
There are apps like Procreate
02:20:48
◼
►
that are really, really great on the iPad.
02:20:53
◼
►
I think the pencil drives a lot of that with Procreate,
02:20:56
◼
►
and it's great in a way that you just couldn't really
02:20:59
◼
►
do what Procreate does on the Mac.
02:21:01
◼
►
It really needs that direct manipulation.
02:21:04
◼
►
But there's just nowhere near as much of it
02:21:08
◼
►
as there could be.
02:21:10
◼
►
- Well, just look at the companies.
02:21:11
◼
►
In 1984, Adobe did not exist.
02:21:18
◼
►
In 1994, it did, and it was worth a billion dollars.
02:21:21
◼
►
And Apple was only worth $2 billion at the time.
02:21:25
◼
►
And if you go back through the entire history, I think that's a reason why Apple has been
02:21:32
◼
►
so unfriendly, relatively speaking, to developers.
02:21:36
◼
►
They don't want another Adobe because Adobe famously would not support OS X.
02:21:44
◼
►
And I think Apple never wanted a position where they were dependent on Microsoft and
02:21:49
◼
►
So what happened, though, in the long run is Microsoft and Adobe are the only companies
02:21:53
◼
►
making these super complex applications for the iPad because they have larger business
02:21:59
◼
►
models that justify it.
02:22:01
◼
►
And no, but that's the whole point.
02:22:03
◼
►
The graphic design revolution, which you cannot overstate, that graphic design and desktop
02:22:10
◼
►
publishing, that's what kept the Mac alive.
02:22:13
◼
►
The only reason Apple is around and the only reason we have iPhones and iPads and all this
02:22:17
◼
►
talk about is because when Apple was at its lowest point, people who were in desktop publishing
02:22:23
◼
►
were still buying Macs.
02:22:25
◼
►
That's how dominant it was.
02:22:27
◼
►
That was not, they were not buying it because of MacPaint.
02:22:30
◼
►
MacPaint was a demonstration of what was possible, and then you had companies like Aldus come
02:22:35
◼
►
along with PageMaker or Quark, QuarkXPress.
02:22:38
◼
►
You and I both cut our teeth on QuarkXPress, and Adobe with first Illustrator and then
02:22:43
◼
►
Photoshop and then the Acrobat PDF and then they came along with
02:22:46
◼
►
Do to compete was what's their Quark Express competitor in design? Um, yeah in design and
02:22:52
◼
►
Basically built their company on the Mac and third-party developers are what made the Mac
02:22:59
◼
►
Transformative and powerful and why because it was it was open you could go on there and you could charge what you wanted to charge
02:23:05
◼
►
You could charge it when you want to charge you charge for upgrades Apple to have any control over that and that made it entirely possible
02:23:12
◼
►
And again, everything's a trade-off.
02:23:14
◼
►
This is a tie-in to our encryption talk before.
02:23:16
◼
►
There are huge benefits to the App Store, to security, to customers feeling safe with
02:23:21
◼
►
their, being willing to buy applications.
02:23:23
◼
►
This isn't to deny any of that.
02:23:25
◼
►
But there has been a tremendous loss in business model flexibility that, in my estimation,
02:23:32
◼
►
is the biggest reason why the iPad has not reached its potential.
02:23:36
◼
►
It's not to say the iPad is not valuable as it is.
02:23:39
◼
►
It is so much closer to what it launched as V1.
02:23:44
◼
►
We're so much closer to the iPad 1 keynote,
02:23:47
◼
►
and it feels like we're farther away than ever
02:23:49
◼
►
from the iPad 2 keynote.
02:23:50
◼
►
And that's what makes me sad.
02:23:52
◼
►
That's why I call it tragic.
02:23:54
◼
►
It's not that it's a failure.
02:23:57
◼
►
It's that there was the possibility
02:23:59
◼
►
of something completely new,
02:24:01
◼
►
and I just feel we never really reached that potential.
02:24:04
◼
►
- Yeah, I feel the same way.
02:24:05
◼
►
We took very different, and I have more to say,
02:24:09
◼
►
but more to write, and hopefully I'll get around to it soon,
02:24:12
◼
►
but in the weeks to come.
02:24:14
◼
►
And I focused on specific details, user interface gripes,
02:24:17
◼
►
and your complaint is much more big picture,
02:24:20
◼
►
but fundamentally it's two different angles
02:24:25
◼
►
on the same thing, which is that it didn't live up,
02:24:27
◼
►
it hasn't yet lived up to its potential.
02:24:30
◼
►
And it could still, but would require leadership at Apple
02:24:39
◼
►
to acknowledge that it hasn't lived up to its potential.
02:24:43
◼
►
And I seriously question whether that's there.
02:24:46
◼
►
I really do feel that there's,
02:24:50
◼
►
I can't help but think that,
02:24:52
◼
►
and to me, iPad OS 13 is the evidence of it,
02:24:56
◼
►
that this is the one they decided to give the new name to
02:24:58
◼
►
and say it's its own S and its own OS,
02:25:01
◼
►
you know, it has its own name,
02:25:03
◼
►
and didn't really backtrack from any of this
02:25:06
◼
►
and hasn't really, you know,
02:25:08
◼
►
And the other thing we can mention on this,
02:25:10
◼
►
and I feel like it's held the iPad back more than the phone,
02:25:14
◼
►
is the 30%/15% tax, whatever you want,
02:25:19
◼
►
well not tax, it's not a tax,
02:25:23
◼
►
but the revenue that Apple wants to insist it gets
02:25:26
◼
►
through App Store purchases for anything
02:25:30
◼
►
and everything that goes through an app.
02:25:33
◼
►
And I can't help but think that that's hurt,
02:25:35
◼
►
And it gets to your issue of insisting on control as opposed to just letting third-party
02:25:40
◼
►
developers have more freedom on the platform.
02:25:45
◼
►
Well, that's absolutely part of it, but also there's an aspect of the more specialized
02:25:51
◼
►
and niche an app by definition, the smaller your audience.
02:25:54
◼
►
And the way the App Store has worked is it's always, if you want to make money, you need
02:25:58
◼
►
to sort of have access to the largest audience possible.
02:26:03
◼
►
And you know, whereas if you want to make, if you have a niche app, you want to make
02:26:07
◼
►
more money from fewer people, right?
02:26:09
◼
►
Like this is my business model, right?
02:26:10
◼
►
I'm not trying to sell trajectory to a million people.
02:26:14
◼
►
What I want to do is sell it to a much smaller number of people, but they pay me money continuously,
02:26:19
◼
►
so I get a lot of money out of them, right?
02:26:20
◼
►
My average revenue per customer is very high.
02:26:24
◼
►
That's very hard to do with an application because the way it worked on the Mac previously
02:26:29
◼
►
was you would sell an application for, say, $50.
02:26:32
◼
►
Then a year later, you have an update to the application,
02:26:36
◼
►
and you can maybe sell, well, you have upgrade pricing.
02:26:38
◼
►
So if you're an existing user, you can buy it for $35,
02:26:41
◼
►
or a new user buy it for $50.
02:26:42
◼
►
And what this lets you do is you're getting like $50 or $30,
02:26:46
◼
►
whatever it might be, per customer, per year,
02:26:48
◼
►
year over year over year,
02:26:49
◼
►
that justifies this ongoing sort of investment.
02:26:52
◼
►
Now, things are a little better now
02:26:54
◼
►
'cause you can do subscription pricing,
02:26:55
◼
►
But the problem is that is so sort of consumer hostile in a way, like you have to pay or
02:27:01
◼
►
you're going to lose access to your application.
02:27:05
◼
►
We see this again and again where apps, developers switch to this model because it's the only
02:27:10
◼
►
way they can survive.
02:27:13
◼
►
You can't make money always selling to new users.
02:27:16
◼
►
It's impossible.
02:27:17
◼
►
You have to be able to make money from your existing users on an ongoing basis.
02:27:21
◼
►
The only way Apple has to do that is through subscription pricing, which is an awkward
02:27:25
◼
►
fit for productivity apps anyway, and then there's this gut-wrenching transition where
02:27:30
◼
►
everyone accuses you of being a bad person because you're now charging a subscription
02:27:37
◼
►
instead of just selling that and letting them own it, etc., etc.
02:27:40
◼
►
The problem that you can't do otherwise is Apple never gave them the tools to do it otherwise.
02:27:46
◼
►
And it's a shame.
02:27:47
◼
►
Who in their right mind is going to start a company today that is focused on building
02:27:51
◼
►
complex, new-to-the-world, transformative iPad applications.
02:27:56
◼
►
Like there's no one that's going to do it.
02:27:58
◼
►
The only one that's going to do it is Apple, and Apple doesn't have anyone that seems to
02:28:02
◼
►
have the vision to do it.
02:28:03
◼
►
In any way, to have one company making everything is not a viable outcome anyways.
02:28:08
◼
►
They should be making a platform.
02:28:10
◼
►
I mean, the tragedy, this is the tragedy that I wrote about this back when the iPad Pencil
02:28:17
◼
►
The real tragedy of the iPad is it would be such a better product if Microsoft owned it,
02:28:24
◼
►
because Microsoft understands how to build a third-party platform and to make it possible.
02:28:30
◼
►
The problem is that you earn the right to be a platform by building a great product.
02:28:36
◼
►
And Microsoft's not building a great product.
02:28:38
◼
►
Microsoft got the Windows platform by leveraging IBM, basically, to get computers everywhere,
02:28:44
◼
►
then they already had the platform, then they could be a good platform provider, right?
02:28:48
◼
►
The way it works in the consumer market is you have to sell something that's compelling
02:28:51
◼
►
by itself, where users want it and buy it, and then once you have the install base, now
02:28:56
◼
►
you're a platform, and that's not what Microsoft is good at.
02:29:00
◼
►
They're not good at building super friendly user consumer products that people just want
02:29:05
◼
►
to buy in their own right.
02:29:07
◼
►
And so you have this weird situation where in an ideal world, we could have Apple create
02:29:12
◼
►
these new concepts, these new ideas, these new products like an iPad, and then they could
02:29:16
◼
►
hand it off to Microsoft to manage, and then we could have a flowering developer ecosystem
02:29:22
◼
►
on top of it that help it reach its full potential.
02:29:24
◼
►
But unfortunately, the world doesn't work that way.
02:29:26
◼
►
Hey, what app do you use?
02:29:27
◼
►
I wanted to ask you this.
02:29:28
◼
►
What app do you use for making your drawings for Stretichary on the iPad?
02:29:33
◼
►
So the app I used for many years was Paper by kind of called 53.
02:29:38
◼
►
Paper has since, they're acquired, I think they're still around, but they basically
02:29:43
◼
►
They only ever made money by selling a stylus and then the Apple Pencil came out, which
02:29:46
◼
►
made their application way better and also destroyed their ability to make money.
02:29:51
◼
►
Again, I would have paid for upgrades continually to that application, but they charged me once
02:29:58
◼
►
like $10 and I used it for years and made a ton of money using the application and they
02:30:03
◼
►
got none of that.
02:30:05
◼
►
So I increasingly use Linnea now from the folks at Icon Factory.
02:30:10
◼
►
So I still use Paper for a couple things.
02:30:13
◼
►
There's a few things, a few effects it has that I like, but more and more I use Linnea.
02:30:22
◼
►
It's really cool.
02:30:23
◼
►
It's got some more power as far as layering goes and stuff like that, whereas Paper is
02:30:28
◼
►
more of a pure drawing app.
02:30:31
◼
►
But yeah, those are the two applications that I use.
02:30:33
◼
►
Yeah, I love Linnea.
02:30:34
◼
►
I call it linea, I don't know how to pronounce it.
02:30:36
◼
►
I should ask our friend Hockenberry.
02:30:40
◼
►
I'm gonna guess that I'm wrong.
02:30:42
◼
►
You can make a ton of money betting
02:30:45
◼
►
that on any pronunciation thing, my guess is wrong.
02:30:49
◼
►
Linnea sounds prettier and they do graphic, you know.
02:30:52
◼
►
So I'm gonna guess it actually is linea.
02:30:54
◼
►
But in my head--
02:30:55
◼
►
- Or to find out it's like linea.
02:30:57
◼
►
- I've said linea.
02:30:59
◼
►
That's my go-to drawing app.
02:31:01
◼
►
I don't do a lot of drawings,
02:31:02
◼
►
but when I do, that's what I use, I love it.
02:31:05
◼
►
And one of the things I love about it,
02:31:08
◼
►
and it's just from one small indie developer,
02:31:10
◼
►
it's like a $10 app,
02:31:11
◼
►
I think they're moving to a subscription prompt,
02:31:13
◼
►
but it has things like layers,
02:31:16
◼
►
it has, you know, which are concepts that are common
02:31:18
◼
►
in every Mac drawing, photo editing app,
02:31:21
◼
►
but Linea doesn't look like a Mac app at all.
02:31:26
◼
►
It is so iPad, and it also doesn't look,
02:31:29
◼
►
I know, and I know they have like a little iPhone version,
02:31:31
◼
►
where you can finger paint.
02:31:33
◼
►
But the iPad version is like the one true version,
02:31:37
◼
►
and it is iPad-y in a way.
02:31:40
◼
►
- Your iPad becomes an easel.
02:31:47
◼
►
The best iPad apps change the nature
02:31:52
◼
►
of what this device in your hand is.
02:31:54
◼
►
My iPad with an NBA game on it is a TV.
02:31:58
◼
►
My iPad with Lea on it is an easel.
02:32:01
◼
►
My iPad with GarageBand on it is a piano, to your point.
02:32:04
◼
►
And that is the magic of the iPad.
02:32:10
◼
►
And there's no magic in multitasking, sorry.
02:32:18
◼
►
This whole concept of putting the iPad against a Mac or against a PC, it's like you're
02:32:24
◼
►
putting in a situation where it's going to lose.
02:32:26
◼
►
Like, yes, some people will power through.
02:32:30
◼
►
You have to be more of a power user to use an iPad for multitasking than you do a PC,
02:32:36
◼
►
which doesn't make any sense.
02:32:38
◼
►
It just conceptually doesn't make any sense.
02:32:41
◼
►
And the wrong tradeoffs were made.
02:32:44
◼
►
The tradeoff should be that an iPad is impossibly easy to use.
02:32:49
◼
►
When your mom's doing mail, she's in her mail app.
02:32:51
◼
►
When she's browsing the web, she's on the web.
02:32:53
◼
►
transforms, there's no of this mixing of metaphors and mixing of ideas together. It is what it is.
02:33:00
◼
►
And if you feel frustrated by that and limited by that, then you should go get a Mac. Like,
02:33:06
◼
►
this idea that we should lose the simplicity to have an inferior version of the Mac is just
02:33:13
◼
►
wrong to me. I think you made this point in your article, like less powerful and more complex or
02:33:17
◼
►
something along those lines. That's the sure sign that the wrong trade-offs were made.
02:33:22
◼
►
- Well, and if it were going to be, you know,
02:33:25
◼
►
maybe it should be off by default.
02:33:27
◼
►
You know, like your point that the multi,
02:33:29
◼
►
you know, that you wanna argue
02:33:30
◼
►
that the split screen multitasking
02:33:31
◼
►
was all a mistake or whatever.
02:33:33
◼
►
And for the people who really do love it,
02:33:36
◼
►
maybe it should be there as an option,
02:33:38
◼
►
but maybe it should be off by default.
02:33:40
◼
►
But I firmly stand by what you just said,
02:33:44
◼
►
that it is a power user feature.
02:33:47
◼
►
Whereas on the Mac,
02:33:48
◼
►
because that's what the Mac was designed for ground up,
02:33:52
◼
►
people, common people don't even think about the fact
02:33:55
◼
►
that you can see two or three apps at a time on your Mac.
02:33:58
◼
►
It doesn't even seem like a thing that you've done
02:34:00
◼
►
or did anything for.
02:34:02
◼
►
- Right, and I'm not saying everyone should get a Mac.
02:34:06
◼
►
That's the thing.
02:34:07
◼
►
I actually think the iPad should be the computer
02:34:09
◼
►
for the rest of us, right?
02:34:12
◼
►
You can do everything you want to do on an iPad
02:34:16
◼
►
as on a Mac.
02:34:18
◼
►
If you want to have multiple windows,
02:34:21
◼
►
like you don't need two windows to do something.
02:34:25
◼
►
You could switch back and forth.
02:34:26
◼
►
The reason you have two windows
02:34:27
◼
►
is 'cause it's more convenient and easier to do, right?
02:34:31
◼
►
But that's fine.
02:34:33
◼
►
It's okay to have something more complex
02:34:36
◼
►
for more powerful and more complex things.
02:34:38
◼
►
- So one of the things I wanna bring up,
02:34:40
◼
►
and hopefully I'd be able, I haven't looked,
02:34:44
◼
►
'cause I only thought of it
02:34:44
◼
►
while you and I are talking right here,
02:34:46
◼
►
but hopefully I can maybe get some videos of it.
02:34:48
◼
►
I don't know how I'll find them,
02:34:50
◼
►
but at least some screenshots.
02:34:51
◼
►
But do you remember Tweety for iPad
02:34:53
◼
►
when Lauren Brikter was doing Tweety
02:34:55
◼
►
before it was acquired by Twitter
02:34:58
◼
►
and became the official Twitter for iOS app?
02:35:02
◼
►
Tweety, do you remember Tweety for iPad?
02:35:06
◼
►
It was wholly original and separate from Tweety for iPhone
02:35:14
◼
►
and had what I consider for a productivity type app
02:35:19
◼
►
where it's like you're, you know,
02:35:22
◼
►
as much as Twitter can count as productivity,
02:35:24
◼
►
but you're reading and it's text
02:35:26
◼
►
and there's a list of things
02:35:27
◼
►
and you tap from a list to go into the, you know.
02:35:30
◼
►
It had a design that was so different
02:35:35
◼
►
and it never would have worked on the Mac.
02:35:40
◼
►
Whereas if you look at mail for iPad from Apple,
02:35:45
◼
►
it is fundamentally architected visually
02:35:50
◼
►
like mail on the Mac.
02:35:53
◼
►
It's just that you tap things instead of click on them
02:35:56
◼
►
and some things slide over as opposed
02:35:59
◼
►
to all staying on screen
02:36:01
◼
►
because it's a slightly smaller screen.
02:36:02
◼
►
But Tweety for iPad was so different
02:36:05
◼
►
and was so holy for the iPad.
02:36:09
◼
►
But also, in addition to not just aping the way a Mac Twitter client would, could, and
02:36:15
◼
►
should be designed, it also wasn't just the iPhone version, "Okay, but now it's on a 10-inch
02:36:24
◼
►
And more, more...
02:36:26
◼
►
The iPad to me is so large at the application level, so caught between those two things,
02:36:34
◼
►
being just a big iPhone, but then when it's not, it's just a touchscreen Mac type thing,
02:36:40
◼
►
as opposed to being something wholly unique to it, right? Like, that's the potential that, to me,
02:36:47
◼
►
hasn't been tapped. Our use cases where it could only be on an iPad. Couldn't be done on the phone
02:36:54
◼
►
because the phone is too small, couldn't be done on the Mac because the Mac interface is touch
02:37:00
◼
►
a side just isn't conducive to this sort of direct manipulation of holding a tablet in
02:37:06
◼
►
I completely agree.
02:37:08
◼
►
And Tweety is the one that's a heartbreak.
02:37:10
◼
►
And then you look at like the stupid Twitter app for iPad now and it…
02:37:15
◼
►
It's a big iPhone app.
02:37:16
◼
►
It could not be more just a big iPhone app.
02:37:21
◼
►
It is the canonical just take what we did for the iPhone and blow it up to the size
02:37:27
◼
►
of whatever the size of your iPad is.
02:37:30
◼
►
- But again, in Twitter's defense,
02:37:31
◼
►
why would you do anything different?
02:37:33
◼
►
It's not worth the effort.
02:37:35
◼
►
- Pride, pride in your work.
02:37:40
◼
►
- This is why--
02:37:45
◼
►
- The fact that Twitter as a company
02:37:48
◼
►
has like a thousand engineers.
02:37:50
◼
►
- Yeah, it's amazing.
02:37:51
◼
►
They have 4,000 employees.
02:37:53
◼
►
- I hear you, I'm not telling you that you're wrong.
02:37:55
◼
►
get the argument of why would we do that, but, you know.
02:37:58
◼
►
Fair points, fair points. But just to go back to the thing we started with, the iPad discussion
02:38:04
◼
►
about sort of the critics and people complaining about these articles, I feel like, and again,
02:38:12
◼
►
I am even more so than you, I am a massive critic of what the iPad has become. I think
02:38:18
◼
►
the whole multitasking approach is a mistake. I think that the one app on the screen at
02:38:23
◼
►
time is the right way to go and I get a lot of people disagree with that but what I what I hope
02:38:29
◼
►
is clear is in some respects this is like the jilted lover sort of view of it like I
02:38:37
◼
►
I am so disappointed in the iPad as it is because I wanted and thought there could have been
02:38:45
◼
►
something transformative not the Mac done differently but actually something that was was
02:38:52
◼
►
unlocked possibilities and ways of computing that were never possible previously.
02:38:57
◼
►
And there's shadows of that. There's bits and pieces of that. And interestingly,
02:39:02
◼
►
one of the areas of the music industry where there has actually been a lot of innovation,
02:39:09
◼
►
and there's a whole way to communicate between apps that was developed for music apps that was
02:39:14
◼
►
skirted around Apple's limitations between connecting data and stuff back in the day,
02:39:19
◼
►
And perhaps seeded because of what Apple did,
02:39:21
◼
►
but I just feel like we never ever got to what it could be,
02:39:26
◼
►
and I see no, I just don't see it happening,
02:39:29
◼
►
because, again, when the iPad first came out,
02:39:33
◼
►
everyone wanted to build for it,
02:39:34
◼
►
they wanted to develop for it.
02:39:36
◼
►
But now who's gonna be, who's gonna take that risk?
02:39:39
◼
►
- And it's not our fault, you and me,
02:39:41
◼
►
Ben Thompson and John Gruber,
02:39:43
◼
►
it's not our fault that we can't come up with specific
02:39:48
◼
►
ideas for what the iPad could be in 2020,
02:39:53
◼
►
that's not our job.
02:39:55
◼
►
We're simply observing that they're not there, right?
02:39:58
◼
►
Like in 1984, it wasn't clear at all
02:40:03
◼
►
what Photoshop could be in 1994
02:40:07
◼
►
or QuarkXPress, which is truly phenomenal,
02:40:11
◼
►
or the way that, like you said,
02:40:16
◼
►
the desktop publishing industry largely kept Apple afloat because they still bought high-end Mac
02:40:23
◼
►
hardware throughout the whole thing because they had these workflows where catalogs were entirely
02:40:32
◼
►
set up in FileMaker databases for the catalog items and when you were ready to print a new
02:40:39
◼
►
64-page catalog you just hit one button, walked away for a minute or two, and then there was a
02:40:45
◼
►
QuarkXPress document with 64 pages completely laid out with the photos and the items and
02:40:50
◼
►
everything and ready to be proofread.
02:40:51
◼
►
Yeah, AppleScript as an underrated factor in Apple not going out of business.
02:40:56
◼
►
Yeah, combined with FileMaker and a database that was completely visual as opposed to abstract
02:41:05
◼
►
SQL tables, which have their place. But the fact that totally normal people could just
02:41:11
◼
►
like open the database and look at it, you know, and drag pictures in and stuff like
02:41:19
◼
►
And that you'd have these workflows where what used to be days of work was now like
02:41:23
◼
►
a minute of letting an Apple script do its thing, communicating between file makers.
02:41:28
◼
►
You couldn't imagine it in 1984, but the foundation was there.
02:41:33
◼
►
You can go backwards from 1984, or from 1994,
02:41:37
◼
►
and see how the fundamental ideas
02:41:41
◼
►
that the Mac was born with in 1984 led to this.
02:41:45
◼
►
You could go backwards and see it.
02:41:47
◼
►
And you could see that potential with the iPad 10 years ago,
02:41:50
◼
►
and it just didn't, it just hasn't gotten there.
02:41:55
◼
►
And I think it could, I think it could,
02:41:57
◼
►
five years from now we could have you on the show,
02:42:00
◼
►
and maybe there's a renaissance in the iPad.
02:42:04
◼
►
- I don't think so.
02:42:06
◼
►
- But I don't think so either.
02:42:08
◼
►
- To me, the missing piece was the business model piece.
02:42:12
◼
►
And the problem is even if Apple suddenly came out
02:42:15
◼
►
with upgrade pricing and all those sorts of things,
02:42:20
◼
►
like the trials, like the trials you do today,
02:42:23
◼
►
they have to either be, unlock an in-app purchase
02:42:27
◼
►
or else this subscription thing.
02:42:29
◼
►
There's no like, you can't just have a full featured app
02:42:31
◼
►
with like a seven week trial, with a seven day trial,
02:42:33
◼
►
like that one click, like which, you know,
02:42:37
◼
►
we had a Windows 8 like 10 years ago.
02:42:39
◼
►
The, even if that all came tomorrow,
02:42:42
◼
►
I think that developers are so burned by the iPad
02:42:47
◼
►
and people will bring up applications that are on the iPad
02:42:50
◼
►
that are complex and whatever.
02:42:52
◼
►
And I think it would be very interesting
02:42:55
◼
►
to think about those complex applications
02:42:57
◼
►
and see if they ever actually made any money
02:43:01
◼
►
or if they're just massive losses.
02:43:04
◼
►
Let's just put it this way,
02:43:06
◼
►
I don't think that any developer
02:43:08
◼
►
that has experimented with the iPad previously
02:43:10
◼
►
is gonna ever go back to the iPad,
02:43:11
◼
►
and that's a business model problem, not a device problem.
02:43:14
◼
►
And yeah, it's a shame, it's too bad.
02:43:18
◼
►
- Yeah, you know, another way to put it
02:43:20
◼
►
is you just don't see that many iPad-only apps,
02:43:23
◼
►
apps that could only be on the iPad,
02:43:25
◼
►
don't make sense on the phone
02:43:26
◼
►
'cause the screen's not big enough,
02:43:28
◼
►
don't make sense on the Mac 'cause the interface
02:43:31
◼
►
isn't appropriate in the way that, you know,
02:43:34
◼
►
back in the day, there'd be Mac apps
02:43:36
◼
►
that never would make sense on the Apple II
02:43:38
◼
►
because it doesn't make sense
02:43:40
◼
►
without everything that the Mac had.
02:43:41
◼
►
The iPad offers so much that the Mac doesn't
02:43:44
◼
►
by its innate nature that there could be apps like that
02:43:48
◼
►
and you just don't see that many of them.
02:43:50
◼
►
All right, anyway.
02:43:55
◼
►
Let's end on an upbeat note like that.
02:43:59
◼
►
Ben, it's always a pleasure to have you on the show.
02:44:02
◼
►
How about this, how about a Super Bowl pick?
02:44:04
◼
►
- I am cheering for Kansas City
02:44:08
◼
►
because I want Andy Reid to win one
02:44:11
◼
►
and I hate the 49ers.
02:44:12
◼
►
But I have not watched football closely enough
02:44:18
◼
►
to know who to pick.
02:44:20
◼
►
- All right, I'm going to go the same way.
02:44:21
◼
►
I'm gonna go with the Kansas City
02:44:23
◼
►
because I want Andy Reid to win one,
02:44:26
◼
►
because I find Patrick Mahomes
02:44:27
◼
►
to be an absolutely appealing person.
02:44:30
◼
►
I have no skin in the game,
02:44:32
◼
►
with or with, you know, four against Kansas City,
02:44:35
◼
►
but I do like Andy Reid.
02:44:37
◼
►
I would like to see him win one.
02:44:38
◼
►
I do like Patrick Mahomes,
02:44:40
◼
►
and I do hate the San Francisco 49ers.
02:44:45
◼
►
- How do you get a Cowboys fan and a Packers fan united?
02:44:48
◼
►
- Yeah, yeah.
02:44:49
◼
►
- Ask them about the 49ers.
02:44:50
◼
►
- That's what we should do.
02:44:50
◼
►
We should open up,
02:44:51
◼
►
we should have like a bunch of pop-up bars around.
02:44:53
◼
►
You and I should quick get this together. Raise a couple, raise $100,000 and open up
02:44:58
◼
►
a bunch of Packers/Cowboys pop-up bars around the nation for Super Bowl Sunday. One week
02:45:08
◼
►
It's funny because I think maybe this is our age too, particularly because in the 90s,
02:45:14
◼
►
like these three teams had so many sort of playoff...
02:45:19
◼
►
Epic games and big matches.
02:45:22
◼
►
right where like if the Cowboys were in the Super Bowl I'd be sitting here with a 49ers fan saying
02:45:27
◼
►
"Hey, as long as it's not the Cowboys, we're now on the same team." And you probably feel the same
02:45:32
◼
►
way if it was the Packers. So it's like a triangle of hate. Yeah, that's my pick as well. All right,
02:45:42
◼
►
everybody of course, you've been on the show enough they know it, but Stratechary.
02:45:47
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S-T-R-A-C-H-E-R-Y.
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- Oh, you spelled it wrong.
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Which is funny because I spelled it wrong
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for someone else on your thing.
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- S-T-A-T-E-C-H-E-R-Y.
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- Strategy and tech.
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- When people hear strategy and tech,
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then they're like, oh, now the name makes total sense.
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I'm like, yeah, well, tell me about it.
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- There's a good column this week on the iPad
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that we talked about here, but people should read it.
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And of course, as you mentioned,
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a subscription newsletter, which everybody
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who listens to this show ought to at least consider.
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It's one of my favorite reads.
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And you have two great Twitter accounts.
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You've got @BenThompson, where you write
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about stuff like this, and then there's NoTechBen,
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where it's all Milwaukee Bucks all the time
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this time of year.
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- Basically.
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Probably gets me in trouble, but whatever.
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- Yeah, yeah, I have a really bad feeling.
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I mean, I'm not into the NBA like you,
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but I have a really bad feeling that we're heading towards
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a Sixers-Bucks Eastern Finals that's going to end in five games.
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With the Bucks heading towards the Finals.
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That'd be fine with me.
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Well, it's funny. The 76ers are terrible against everyone,
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in part because they're basically expressly built to beat the Bucks.
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Which is very concerning to me,
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that they're going to end up in the playoffs like the fifth or sixth seed or something,
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And we're gonna have to play them anyway, and it's gonna be brutal obviously they destroyed the Bucks on Christmas
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I think it's probably a game that
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Had had concerning signs to say the least but also the shooting was such that you know is a bit of an aberration
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But yeah, yeah, it's it's it's gonna be it would be a war for sure
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Yeah, but anyway, they can find you there, and I want to thank our sponsors this week feels
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Really interesting new sponsor glad to have them
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Linode, where you can host your own server in the Linode cloud, great, great company.
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And Casper, makers of fine mattresses and other sleep products.
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Thanks, Ben.
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Talk to you soon.