ATP

00:00:00 ◼   ► Unfortunately, my bell is broken.

00:00:03 ◼   ► Here, I'll show you.

00:00:04 ◼   ► - Is that an euphemism?

00:00:05 ◼   ► - I wish.

00:00:05 ◼   ► No, so,

00:00:06 ◼   ► (laughing)

00:00:07 ◼   ► so,

00:00:08 ◼   ► (bell ringing)

00:00:09 ◼   ► this is just hitting the top,

00:00:10 ◼   ► and you can see it's kinda rattly.

00:00:11 ◼   ► (bell ringing)

00:00:13 ◼   ► I can loosen it a little bit.

00:00:14 ◼   ► (bell ringing)

00:00:16 ◼   ► See, it gets all rattly, like,

00:00:17 ◼   ► I took it apart earlier to try to figure it out,

00:00:19 ◼   ► but I think the transport to and from the beach

00:00:23 ◼   ► is finally what killed it after,

00:00:25 ◼   ► I mean, I've,

00:00:26 ◼   ► I got this bell in,

00:00:28 ◼   ► jeez, I mean, when was the file system ding in the keynote?

00:00:31 ◼   ► - Oh, I know, forever ago,

00:00:33 ◼   ► I mean, this show has been going for effectively forever,

00:00:35 ◼   ► it's a miracle we haven't been kicked off the internet.

00:00:37 ◼   ► - It was in San Francisco, which is how we know.

00:00:38 ◼   ► Hey, John, we're live.

00:00:40 ◼   ► - Skype is not my friend.

00:00:41 ◼   ► (laughing)

00:00:43 ◼   ► So, are you recording?

00:00:45 ◼   ► 'Cause we are.

00:00:45 ◼   ► (laughing)

00:00:46 ◼   ► Yeah, I think I have everything sorted out, I don't know.

00:00:50 ◼   ► - Oh, that's not ominous at all.

00:00:51 ◼   ► - Oh, great.

00:00:52 ◼   ► Do I sound okay?

00:00:54 ◼   ► Yeah, you sound, I mean, from here, yeah.

00:00:56 ◼   ► I don't know, whatever.

00:00:57 ◼   ► (electronic beeping)

00:00:59 ◼   ► Okay, so this is one of the most popular/important,

00:01:04 ◼   ► question mark, shows of the year,

00:01:05 ◼   ► because we're going to recap the Apple event

00:01:08 ◼   ► that happened yesterday as we record,

00:01:10 ◼   ► but this is also one of the most important shows of the year

00:01:14 ◼   ► because even though ATP is not officially part of Relay FM,

00:01:18 ◼   ► we are basically part of Relay FM,

00:01:20 ◼   ► and because of that,

00:01:21 ◼   ► we are jumping on the Relay FM bandwagon for St. Jude.

00:01:25 ◼   ► So, September is Childhood Cancer Awareness Month,

00:01:29 ◼   ► and our dear friend, Steven Hackett,

00:01:31 ◼   ► who is one of the co-founders of Relay FM,

00:01:33 ◼   ► his eldest son has battled childhood cancer

00:01:38 ◼   ► for his entire young life,

00:01:39 ◼   ► and thankfully for their entire family,

00:01:42 ◼   ► they live in Memphis, Tennessee,

00:01:43 ◼   ► which is where St. Jude is.

00:01:45 ◼   ► And St. Jude is a children's research hospital

00:01:49 ◼   ► that has helped push

00:01:51 ◼   ► the overall childhood cancer survival rate

00:01:52 ◼   ► from 20% to more than 80% in 50 years.

00:01:56 ◼   ► And the thing is that they don't charge the families

00:02:00 ◼   ► that see them a dime,

00:02:02 ◼   ► and that often includes flying the families to Memphis,

00:02:06 ◼   ► and not in a FedEx box, mind you.

00:02:07 ◼   ► They actually put them in a regular plane

00:02:09 ◼   ► and fly them to Memphis to get treatment in some cases.

00:02:13 ◼   ► It is incredible the things that St. Jude does,

00:02:17 ◼   ► and it does it by just depending on donations

00:02:21 ◼   ► from people like the three of us,

00:02:24 ◼   ► and like you, our beloved listeners.

00:02:26 ◼   ► So, Relay has decided that last year,

00:02:30 ◼   ► what was the goal, like 50 grand, I think,

00:02:32 ◼   ► or something like that that they tried to raise in September?

00:02:34 ◼   ► It was something along those lines.

00:02:35 ◼   ► And this year, Relay is pushing for $75,000

00:02:39 ◼   ► raised in the month of September.

00:02:42 ◼   ► As we record this, they are $75 shy of $60,000.

00:02:47 ◼   ► So, I expect by the end of this recording,

00:02:50 ◼   ► I would like to see that $60,000 number hit, please,

00:02:53 ◼   ► those of us who are listening live.

00:02:54 ◼   ► That being said, they're trying to get $75,000.

00:02:58 ◼   ► If you listen to this entire program

00:03:00 ◼   ► and then drop $1,000 plus on a new iPhone,

00:03:04 ◼   ► you can send $10 to St. Jude, maybe 50, maybe 100,

00:03:08 ◼   ► maybe even another $1,000.

00:03:11 ◼   ► So, any amount will help.

00:03:13 ◼   ► And this is near and dear to all three of our hearts.

00:03:16 ◼   ► We really would appreciate it

00:03:18 ◼   ► if you could scrape together any amount of money

00:03:20 ◼   ► and please give it to St. Jude.

00:03:22 ◼   ► So, you can go to, and how fancy is this?

00:03:26 ◼   ► You can go to stjude.org/atp.

00:03:30 ◼   ► That's S-T-J-U-D-E.org/atp.

00:03:33 ◼   ► And we will get lumped in with the Relay money,

00:03:36 ◼   ► except we will, I guess, be somewhat special

00:03:38 ◼   ► because it's somehow attributed to us as well.

00:03:40 ◼   ► Who knows?

00:03:41 ◼   ► It's not a competition because all that matters

00:03:42 ◼   ► is we get these kids money, or the doctors, I should say.

00:03:45 ◼   ► So, anyways, stjude.org/atp.

00:03:48 ◼   ► Please, if you're buying a $1,000 plus iPhone,

00:03:50 ◼   ► I bet you can afford 10 bucks for childhood cancer.

00:03:55 ◼   ► Or perhaps if you're buying a $5 to $10 Starbucks coffee,

00:03:59 ◼   ► like Marco does every day,

00:04:00 ◼   ► I bet you could just skip the coffee one day

00:04:03 ◼   ► and go to stjude.org/atp.

00:04:06 ◼   ► - I'm gonna go even further.

00:04:07 ◼   ► I'm gonna say, and I think, first of all,

00:04:09 ◼   ► man, I was so mad when I heard John's pitch for this

00:04:14 ◼   ► on Rec. Diff. this past week.

00:04:15 ◼   ► - Oh, I haven't heard it.

00:04:16 ◼   ► I haven't heard it.

00:04:17 ◼   ► - It was so good, and I was so frustrated

00:04:19 ◼   ► that I didn't think of it,

00:04:20 ◼   ► and that he did it before we got a chance to.

00:04:23 ◼   ► But, as John loves, I will summarize him poorly.

00:04:26 ◼   ► (laughing)

00:04:28 ◼   ► The gist of it was basically,

00:04:32 ◼   ► it's hard to even imagine,

00:04:35 ◼   ► for those of us who have not been faced with

00:04:39 ◼   ► having one of our children have cancer.

00:04:41 ◼   ► That's a horrible thing to put a family and a child through.

00:04:45 ◼   ► And the amazing thing about St. Jude,

00:04:47 ◼   ► as you touched on a minute ago, Casey,

00:04:49 ◼   ► is that they treat children with cancer,

00:04:52 ◼   ► but they don't charge the families any money.

00:04:56 ◼   ► They pay for it with things like this.

00:04:58 ◼   ► And to have this horrible thing

00:05:01 ◼   ► that you have to deal with as a family,

00:05:03 ◼   ► to also have a financial burden on top of that

00:05:05 ◼   ► is horrendous.

00:05:07 ◼   ► It's the reality of our American medical system,

00:05:10 ◼   ► unfortunately, that you have to be faced

00:05:12 ◼   ► with massive financial ruin

00:05:14 ◼   ► in order to get your kid life-saving treatment,

00:05:17 ◼   ► but that's the reality we live in.

00:05:18 ◼   ► So to have something like St. Jude,

00:05:20 ◼   ► where you're fighting through this horrible time,

00:05:23 ◼   ► and they just take away this giant concern

00:05:26 ◼   ► that you would otherwise have to deal with,

00:05:28 ◼   ► that is such a big deal.

00:05:30 ◼   ► It's so life-changing, and so just merciful,

00:05:35 ◼   ► and graceful for the people who have to go through this.

00:05:37 ◼   ► It is incredibly meaningful.

00:05:38 ◼   ► And so, we are about to talk for two hours

00:05:40 ◼   ► about how amazing it is that these $1,000-plus products,

00:05:45 ◼   ► by the way, multiple $1,000-plus products

00:05:49 ◼   ► that we're in, are 20% better than they were last year,

00:05:53 ◼   ► and how we're all gonna upgrade to them.

00:05:55 ◼   ► Even though we don't need them, our phones work fine,

00:05:57 ◼   ► and we're gonna upgrade anyway.

00:05:58 ◼   ► And I have a feeling, based on our listenership,

00:06:00 ◼   ► a large portion of you out there are in a similar situation

00:06:03 ◼   ► where a large portion of you out there

00:06:06 ◼   ► are going to replace a phone or a watch

00:06:11 ◼   ► that doesn't really need to be replaced.

00:06:14 ◼   ► It still works, but the new shiny just came out,

00:06:17 ◼   ► and you're gonna go buy it.

00:06:18 ◼   ► And that's great, I'm one of you.

00:06:19 ◼   ► I'm gonna go buy it too.

00:06:21 ◼   ► But I'm gonna say, don't give them $10.

00:06:24 ◼   ► If you're one of these people who can afford

00:06:26 ◼   ► to replace a perfectly working phone

00:06:27 ◼   ► because the new one is shiny and better,

00:06:29 ◼   ► I honestly think, give them a minimum of $100.

00:06:33 ◼   ► You can do it.

00:06:34 ◼   ► If you're listening to this show,

00:06:35 ◼   ► you are disproportionately likely

00:06:37 ◼   ► to be one of these people.

00:06:38 ◼   ► And look, if you can't afford it, I understand, that's fine.

00:06:41 ◼   ► I understand completely.

00:06:41 ◼   ► But many of our listeners can, I know that.

00:06:45 ◼   ► And so if you can afford a new phone or a new watch

00:06:49 ◼   ► next week or whenever these things ship

00:06:50 ◼   ► or whenever you get your hands on them,

00:06:52 ◼   ► you can probably afford $100 to St. Jude.

00:06:54 ◼   ► So I'm gonna say throw in at least $100.

00:06:57 ◼   ► That's my command to our audience.

00:06:59 ◼   ► (laughing)

00:07:00 ◼   ► - Your command? - Yep.

00:07:01 ◼   ► - Very commandeering.

00:07:02 ◼   ► I thought Casey's pitch was much better than any of mine.

00:07:05 ◼   ► - I took two attempts to do it on Rectives.

00:07:07 ◼   ► I tried to do it one week and then the second week

00:07:08 ◼   ► I came back and tried to do it again.

00:07:10 ◼   ► But I think you two have covered well.

00:07:13 ◼   ► We'd like to see this number go up.

00:07:14 ◼   ► Please give generously.

00:07:16 ◼   ► - Indeed.

00:07:17 ◼   ► All right, with that out of the way,

00:07:19 ◼   ► I have a little bit of follow up with regard to SiriusXM,

00:07:22 ◼   ► which I know everyone--

00:07:22 ◼   ► - There's no follow up on Apple event shows.

00:07:24 ◼   ► What are you doing?

00:07:25 ◼   ► - No, come on, it's brief.

00:07:26 ◼   ► It'll be quick. - No, Casey.

00:07:27 ◼   ► John just said no follow up.

00:07:28 ◼   ► Don't touch it.

00:07:29 ◼   ► - We never do it on event shows.

00:07:30 ◼   ► - That's true.

00:07:31 ◼   ► All right, I'm walking away.

00:07:32 ◼   ► I'm walking away.

00:07:33 ◼   ► All right, we'll save for next week.

00:07:34 ◼   ► - So, Wyatt, what even made you think you were doing it?

00:07:35 ◼   ► You just leave it out there for next week.

00:07:37 ◼   ► - What was it so small? - You thinking, Casey?

00:07:38 ◼   ► Geez.

00:07:39 ◼   ► - It's so little.

00:07:40 ◼   ► - We've only been doing this show for seven years.

00:07:41 ◼   ► We don't do follow up on events.

00:07:42 ◼   ► - Oh my God, all right, fine.

00:07:44 ◼   ► I was gonna make the point.

00:07:45 ◼   ► - What was it about anyway?

00:07:46 ◼   ► I mean, look.

00:07:48 ◼   ► - It was funny.

00:07:49 ◼   ► It was funny.

00:07:49 ◼   ► That's why I wanted to do it.

00:07:51 ◼   ► - Too bad, can't do it.

00:07:52 ◼   ► Seven years.

00:07:53 ◼   ► - You're gonna have to wait.

00:07:54 ◼   ► You're gonna have to wait, listeners.

00:07:54 ◼   ► Let it be known.

00:07:55 ◼   ► This is gonna be a funny anecdote.

00:07:57 ◼   ► You're gonna have to wait a week.

00:07:58 ◼   ► Okay, so there was an Apple event, guys, and I think I liked

00:08:03 ◼   ► it, but I don't think I'm supposed to if you read

00:08:06 ◼   ► the New York Times.

00:08:07 ◼   ► - That article was terrible.

00:08:10 ◼   ► - I thought it was a pretty good event.

00:08:12 ◼   ► Like, yeah, the game demos stank, and I'd like to,

00:08:14 ◼   ► obviously, just get an overview real quick.

00:08:17 ◼   ► The game demos, whatever.

00:08:18 ◼   ► Not really for me.

00:08:20 ◼   ► I thought that the retail update being at the end was

00:08:22 ◼   ► a little weird, but ultimately probably for the best,

00:08:24 ◼   ► especially since it was quick.

00:08:26 ◼   ► The hardware seems real good.

00:08:28 ◼   ► Again, we'll dive into more detail in just a moment.

00:08:31 ◼   ► I have already spent hundreds of dollars on new Apple watches

00:08:35 ◼   ► for Aaron and myself because we're both rocking

00:08:37 ◼   ► Series 3 watches.

00:08:38 ◼   ► We both like our watches, but we are both ready

00:08:40 ◼   ► for new watches.

00:08:41 ◼   ► So we are already like almost $1,000 in the hole on watches,

00:08:46 ◼   ► and we haven't even bought phones yet.

00:08:49 ◼   ► So this is going to be a very expensive fall

00:08:50 ◼   ► for the Lis family.

00:08:52 ◼   ► We are also on iPhone 10s.

00:08:54 ◼   ► We did not get any new hardware last year because we were

00:08:57 ◼   ► good little boys and girls who had just quit their jobs.

00:08:59 ◼   ► So anyway, point is, I thought the event was pretty good.

00:09:02 ◼   ► I liked that it wasn't two plus hours.

00:09:06 ◼   ► It also makes me think that maybe some things were missed,

00:09:09 ◼   ► but you know, that's okay.

00:09:10 ◼   ► I thought it was mostly paced reasonably well,

00:09:14 ◼   ► and I thought it was pretty good, all told.

00:09:17 ◼   ► Marco, let's start with you.

00:09:19 ◼   ► Just overall, you know, macro level impressions.

00:09:23 ◼   ► I mean, I think, you know, there's things that I'm going

00:09:25 ◼   ► to nitpick, like the game demos.

00:09:27 ◼   ► We'll get to that in a few minutes, but ultimately,

00:09:31 ◼   ► I think the complainants and the press are being unreasonable

00:09:36 ◼   ► for the most part, and/or they are acting like aspects

00:09:41 ◼   ► of this are new when they're not new.

00:09:44 ◼   ► Apple did two major product revisions here,

00:09:47 ◼   ► you know, the iPhone and the watch, and the iPad was minor,

00:09:49 ◼   ► but you know, they did two major product revisions here.

00:09:52 ◼   ► The iPhone was about the same magnitude of update

00:09:57 ◼   ► that it usually is, not earth shattering, but good.

00:10:01 ◼   ► You know, there are some nice improvements,

00:10:03 ◼   ► nice iterative improvements, and you know,

00:10:05 ◼   ► things that we're all gonna want, so that's good.

00:10:09 ◼   ► And the watch, while it didn't have a ton of improvements,

00:10:13 ◼   ► had one really big one, so that's really good.

00:10:17 ◼   ► And that really big one was something that we didn't think

00:10:19 ◼   ► we would get for a long time, if ever.

00:10:21 ◼   ► I would say overall, like product-wise,

00:10:24 ◼   ► it was actually a pretty straight down the middle,

00:10:27 ◼   ► decent keynote.

00:10:28 ◼   ► I don't know what everyone's complaining about product-wise,

00:10:31 ◼   ► except that everyone's saying, oh, they should've done more,

00:10:33 ◼   ► or should've done more, these products are boring,

00:10:35 ◼   ► whatever, but you know what?

00:10:36 ◼   ► If you look at, you know, these are mature product categories

00:10:39 ◼   ► for the most part now, you don't get a ton

00:10:41 ◼   ► of like earth-shattering change anymore.

00:10:43 ◼   ► You get occasional earth-shattering stuff,

00:10:45 ◼   ► which people, by the way, promptly forget about,

00:10:48 ◼   ► and then expect it again the next time,

00:10:50 ◼   ► and every time after that.

00:10:51 ◼   ► But you know, this was, I think,

00:10:53 ◼   ► a solid down the middle event.

00:10:55 ◼   ► It was not great, it was not bad,

00:10:57 ◼   ► it was right down the middle, it was fine.

00:10:59 ◼   ► The problem, though, is that people expect like Santa Claus,

00:11:03 ◼   ► every event and every year, and that's just, you know,

00:11:06 ◼   ► it's not, every year is not gonna be

00:11:08 ◼   ► the original iPhone keynote.

00:11:09 ◼   ► Every year is not gonna be the original,

00:11:10 ◼   ► like some big innovative thing, although there might be

00:11:14 ◼   ► this weird AR thing later, but we'll see where that goes.

00:11:17 ◼   ► But on the other hand, I think where the complaints

00:11:19 ◼   ► are valid, the events really are pretty low

00:11:24 ◼   ► on personality and humanity.

00:11:26 ◼   ► You could, you know, you can see how incredibly scripted

00:11:31 ◼   ► and rehearsed and rigid they are.

00:11:33 ◼   ► They really feel more and more just like commercials

00:11:37 ◼   ► by boring people as the years go on.

00:11:42 ◼   ► And that is a, I think that is a totally valid criticism

00:11:45 ◼   ► of these events, they really do just feel like commercials,

00:11:48 ◼   ► and they're slow, and the formula is kind of stale,

00:11:53 ◼   ► and they are super painful at times when, you know,

00:11:57 ◼   ► when certain people maybe aren't the best presenters

00:11:59 ◼   ► and it's super awkward or you're sitting through

00:12:01 ◼   ► some boring demo, like, those are all valid complaints

00:12:05 ◼   ► that really make them feel like dull,

00:12:08 ◼   ► corporate event meetings.

00:12:10 ◼   ► And with one exception, which I'll get to in a moment,

00:12:12 ◼   ► this has really been happening for such a long time now

00:12:16 ◼   ► that I don't know why you would start

00:12:17 ◼   ► complaining about it now.

00:12:18 ◼   ► The events have been heading in this direction for years.

00:12:21 ◼   ► They've been for years going towards boring,

00:12:24 ◼   ► long, formulaic commercials by boring people on the stage.

00:12:29 ◼   ► Anybody who's criticizing that now,

00:12:31 ◼   ► like, you haven't been paying attention.

00:12:32 ◼   ► However, there is this one aspect,

00:12:34 ◼   ► it kind of makes me uneasy.

00:12:36 ◼   ► I don't know when this started.

00:12:38 ◼   ► I don't know if it's a difference in seating

00:12:42 ◼   ► or if it's a difference in how the audience is miked

00:12:45 ◼   ► and mixed with the audio, but in recent events,

00:12:50 ◼   ► Apple has been basically packing the seats

00:12:54 ◼   ► with retail employees.

00:12:56 ◼   ► I don't know how exactly it works,

00:12:58 ◼   ► but not everyone in these events is press.

00:13:02 ◼   ► There's a large number of retail employees

00:13:04 ◼   ► that get to sit in the audience.

00:13:06 ◼   ► Apple retail employees are trained and selected

00:13:10 ◼   ► for how much they cheer for everybody

00:13:13 ◼   ► and make everyone feel good when you're coming into the store

00:13:15 ◼   ► and all that stuff.

00:13:16 ◼   ► And the WBDC staff was also very much significantly

00:13:21 ◼   ► augmented by retail employees who themselves were, again,

00:13:23 ◼   ► like, selected for how much they would cheer for everyone.

00:13:26 ◼   ► And that's why they would cheer for you

00:13:28 ◼   ► walking down the stairs and cheer for you

00:13:29 ◼   ► going into sessions and everything.

00:13:30 ◼   ► And at the events, you have what seems like

00:13:34 ◼   ► similar selection of retail employees,

00:13:36 ◼   ► where they are just incredibly happy

00:13:40 ◼   ► and applauding hugely, outrageously strongly

00:13:45 ◼   ► at everything and everyone on stage.

00:13:48 ◼   ► And because they're retail employees, it's like,

00:13:50 ◼   ► well, it doesn't feel genuine.

00:13:53 ◼   ► It feels like there are plants in the audience.

00:13:54 ◼   ► And I know some of them really are genuinely excited,

00:13:56 ◼   ► I'm sure, but just because they are retail employees

00:13:58 ◼   ► and because they are cheering so loudly

00:14:01 ◼   ► and because they're cheering totally for their bosses

00:14:04 ◼   ► who were on stage, it feels disingenuous.

00:14:08 ◼   ► And that part of the way these audiences

00:14:12 ◼   ► and the way the sound is mixed and wherever they're sitting,

00:14:14 ◼   ► whatever it is, whatever is making this so prevalent,

00:14:16 ◼   ► it's kind of creepy to me.

00:14:18 ◼   ► It makes it seem like I'm at almost like a cult event.

00:14:22 ◼   ► And I know that's a tuck-she-word for Apple fans,

00:14:24 ◼   ► 'cause people who aren't Apple fans

00:14:25 ◼   ► accuse us of being in a cult just by liking Apple stuff.

00:14:27 ◼   ► But it really does feel kind of like a cult event

00:14:29 ◼   ► when you have a large number of people

00:14:32 ◼   ► just screaming and yelling with massive applause

00:14:35 ◼   ► for things that maybe don't fully deserve

00:14:37 ◼   ► that level of enthusiasm.

00:14:39 ◼   ► And it just feels kind of fake and forced

00:14:42 ◼   ► and corporate and weird.

00:14:44 ◼   ► So I would hope that they can somehow adjust that balance,

00:14:48 ◼   ► turn that down a little bit,

00:14:50 ◼   ► rein that in a little bit, because that is strange to me.

00:14:53 ◼   ► It kind of sours the attitude of the event

00:14:57 ◼   ► because it seems fake.

00:15:00 ◼   ► And there's enough enthusiasm that's genuine

00:15:03 ◼   ► for Apple products, even among the press who are there,

00:15:06 ◼   ► there's enough enthusiasm,

00:15:07 ◼   ► they don't need to stack the audience.

00:15:09 ◼   ► They don't need to have people who are going to be

00:15:12 ◼   ► artificially seeming outrageously applauding over everything

00:15:16 ◼   ► just because it's their boss on stage.

00:15:19 ◼   ► They don't need that so much.

00:15:20 ◼   ► They need to turn that down.

00:15:21 ◼   ► Because let the product speak for themselves,

00:15:24 ◼   ► let the people speak for themselves, it's a bit much.

00:15:26 ◼   ► - John?

00:15:28 ◼   ► - I thought it was kind of above average

00:15:32 ◼   ► as far as these things go.

00:15:33 ◼   ► I agree that I don't see any particular change

00:15:36 ◼   ► from this one from the next one.

00:15:37 ◼   ► There's such a thing as fatigue and there's news cycles

00:15:39 ◼   ► and these things come and go and there's backlash

00:15:41 ◼   ► and there's backlash to the backlash

00:15:43 ◼   ► and there's all those sorts of things.

00:15:44 ◼   ► But based on the substance of the presentation,

00:15:46 ◼   ► both the substance and the presentation style,

00:15:49 ◼   ► there was nothing new in this.

00:15:50 ◼   ► They say things like this all the time.

00:15:52 ◼   ► They have product announcements like this all the time.

00:15:53 ◼   ► There was nothing particularly awful

00:15:55 ◼   ► about this presentation,

00:15:56 ◼   ► maybe nothing particularly sterling either,

00:15:58 ◼   ► but it was fine.

00:15:59 ◼   ► And as Marco pointed out,

00:16:01 ◼   ► I think the actual things that were announced,

00:16:03 ◼   ► we had one very surprising good thing

00:16:05 ◼   ► and everything else was okay and what we expected.

00:16:08 ◼   ► So I personally don't have any real issue with it.

00:16:11 ◼   ► As for the applauding and stuff, that's also not new.

00:16:14 ◼   ► I don't mind it because I think

00:16:16 ◼   ► if you don't intentionally have, not having plans,

00:16:20 ◼   ► if you don't have Apple employees in the audience

00:16:23 ◼   ► who you know are going to cheer,

00:16:24 ◼   ► it's not like they're being commanded to cheer.

00:16:26 ◼   ► You know they're going to cheer

00:16:27 ◼   ► because they're cheering for themselves

00:16:28 ◼   ► and their colleagues and yes, sometimes their bosses.

00:16:30 ◼   ► But if you don't have them there

00:16:33 ◼   ► and if it's a press event and an event

00:16:36 ◼   ► that doesn't have the public,

00:16:38 ◼   ► there will be substantially less applause.

00:16:40 ◼   ► Not because the press never applauds,

00:16:42 ◼   ► because some of them do,

00:16:43 ◼   ► but because they're all typing.

00:16:45 ◼   ► They're all doing things, they're preoccupied.

00:16:48 ◼   ► And if you have a presentation

00:16:49 ◼   ► where they announce something that is really good

00:16:52 ◼   ► but everyone in the audience is too busy to applaud,

00:16:54 ◼   ► it sounds bad.

00:16:55 ◼   ► Like they're putting on a show, okay?

00:16:57 ◼   ► And part of the show is the applause track

00:17:00 ◼   ► and the applause sign.

00:17:00 ◼   ► Like there's a real reason this is a thing in show business.

00:17:03 ◼   ► It's just something that needs to be there

00:17:05 ◼   ► so that people watching at home alone

00:17:08 ◼   ► feel like Apple is not bombing on stage.

00:17:10 ◼   ► So I understand the need to do it.

00:17:12 ◼   ► I do agree though that maybe it has been amped up

00:17:16 ◼   ► to a degree where they're applauding very loudly

00:17:20 ◼   ► for things that don't really warrant even any applause.

00:17:23 ◼   ► So they need to find a middle ground.

00:17:25 ◼   ► But again, that's not new either.

00:17:27 ◼   ► Go look at the last presentation

00:17:28 ◼   ► and the presentation before that.

00:17:30 ◼   ► Like for the past several years,

00:17:32 ◼   ► there has been substantial unwarranted applause

00:17:35 ◼   ► at many phases of the presentation.

00:17:37 ◼   ► And like, honestly, it doesn't bother me that much.

00:17:39 ◼   ► Like I think it's fine, I'm used to them.

00:17:41 ◼   ► I can understand why it would be off-putting

00:17:42 ◼   ► to somebody else, but all that said,

00:17:46 ◼   ► speaking of reconcilable differences,

00:17:47 ◼   ► the show I just recorded about that,

00:17:49 ◼   ► Merlin had, maybe Casey will know this expression,

00:17:53 ◼   ► Merlin had a feeling, Merlin felt a certain way.

00:17:56 ◼   ► Merlin felt a way.

00:17:56 ◼   ► What is that expression, Casey?

00:17:58 ◼   ► - I have no idea.

00:17:59 ◼   ► - You're my last hope

00:18:00 ◼   ► 'cause you know all the weird kid expressions.

00:18:02 ◼   ► Anyway, I try to get on the show

00:18:05 ◼   ► and Merlin doesn't know either.

00:18:05 ◼   ► Merlin had some strong feelings

00:18:07 ◼   ► in reaction to the presentation

00:18:09 ◼   ► and we talked about them at length.

00:18:10 ◼   ► He was very emotional about them.

00:18:13 ◼   ► But I feel like that's the frame,

00:18:16 ◼   ► the proper frame for all this stuff.

00:18:17 ◼   ► It's like, look, if you watch this presentation

00:18:19 ◼   ► and feel bad about it in some way,

00:18:21 ◼   ► most of that is probably based on you

00:18:27 ◼   ► and not the presentation.

00:18:28 ◼   ► Like the presentations haven't changed.

00:18:30 ◼   ► Maybe something in you has changed.

00:18:32 ◼   ► Maybe your tastes have changed.

00:18:33 ◼   ► Maybe you have fatigue.

00:18:34 ◼   ► Maybe you think differently about it.

00:18:36 ◼   ► Maybe the place you're in that day

00:18:38 ◼   ► or the place you're in in your life makes it,

00:18:40 ◼   ► that's all perfectly valid.

00:18:42 ◼   ► I just feel like the takes that are written

00:18:45 ◼   ► in the opposite direction,

00:18:46 ◼   ► that somehow Apple is either A,

00:18:48 ◼   ► doing something terribly wrong

00:18:49 ◼   ► or B, doing something worse or different

00:18:52 ◼   ► than they did before, I don't see that.

00:18:54 ◼   ► I don't think what they're doing is terribly wrong.

00:18:56 ◼   ► I mean, maybe they're not putting on a great show,

00:18:58 ◼   ► but it's an okay show,

00:18:59 ◼   ► and I don't think it's particularly different.

00:19:01 ◼   ► So overall, I thought the event was fine.

00:19:03 ◼   ► I understand people having strong reactions to it,

00:19:06 ◼   ► positive or negative, and that's their reaction to have.

00:19:09 ◼   ► My reaction was fairly neutral, though.

00:19:11 ◼   ► - So you had all the feels?

00:19:13 ◼   ► Is that what you're looking for?

00:19:14 ◼   ► - No, I didn't.

00:19:15 ◼   ► I was like, you know.

00:19:16 ◼   ► - No, I'm saying the phrase, the phrasing.

00:19:18 ◼   ► The Joe Steele and Jelly. - No, I know that one.

00:19:19 ◼   ► It wasn't feels.

00:19:20 ◼   ► We couldn't, we tried,

00:19:21 ◼   ► and you'll hear it in a rec, this, if you listen.

00:19:22 ◼   ► We tried to figure it out, and we couldn't figure it out.

00:19:25 ◼   ► - No, Joe Steele and Jelly,

00:19:26 ◼   ► we're trying to pinch in and help, and I got,

00:19:29 ◼   ► I'm sure once I eventually hear it,

00:19:31 ◼   ► I'm gonna think myself an idiot for not thinking of it,

00:19:33 ◼   ► but that's okay.

00:19:34 ◼   ► Marco, tell me about game demos, because--

00:19:37 ◼   ► - That's not Marco's item, come on.

00:19:39 ◼   ► - Hold on, hold on.

00:19:40 ◼   ► I wanna hear the negative net version,

00:19:43 ◼   ► because I'm gonna agree with probably every word of it,

00:19:45 ◼   ► and then I'm hoping that you can give us, John,

00:19:47 ◼   ► the more optimistic--

00:19:48 ◼   ► - No, I wrote the negative thing that is at the top of,

00:19:50 ◼   ► all right, go ahead.

00:19:51 ◼   ► God.

00:19:52 ◼   ► (laughing)

00:19:53 ◼   ► - Sorry, John.

00:19:54 ◼   ► - For the record, listeners, what it reads in the show notes

00:19:57 ◼   ► is, quote, "Why Apple's game demos are bad," quote--

00:20:00 ◼   ► - I should've signed it, I guess.

00:20:01 ◼   ► I thought it was obvious that I wrote that.

00:20:03 ◼   ► (laughing)

00:20:06 ◼   ► Bye, John.

00:20:06 ◼   ► (laughing)

00:20:08 ◼   ► - With love, John C.

00:20:10 ◼   ► - Anyway.

00:20:13 ◼   ► I guess I'll take this, then.

00:20:16 ◼   ► - Feel free, Marco.

00:20:18 ◼   ► - I mean, the game demos, I mean, look,

00:20:21 ◼   ► again, we were all complaining about it.

00:20:22 ◼   ► I don't know why they led with the game demo.

00:20:25 ◼   ► I mean, I guess I know why,

00:20:25 ◼   ► 'cause they wanted to push Apple Arcade,

00:20:28 ◼   ► but I have never seen a game demo

00:20:32 ◼   ► that was remotely engaging,

00:20:34 ◼   ► that I thought looked fun at all,

00:20:37 ◼   ► and that made me wanna go buy the game.

00:20:38 ◼   ► Not once.

00:20:40 ◼   ► The problem is, you have people on stage

00:20:44 ◼   ► who are not used to it, so they're nervous,

00:20:47 ◼   ► and they're demoing something which is incredibly risky,

00:20:50 ◼   ► and it does sometimes go wrong,

00:20:51 ◼   ► 'cause that's just the nature of these things, right?

00:20:53 ◼   ► So they're super nervous.

00:20:54 ◼   ► Things could break at any moment,

00:20:56 ◼   ► and you could tell the whole thing

00:20:59 ◼   ► is super, super rehearsed and canned.

00:21:03 ◼   ► Every single line that people say is scripted.

00:21:06 ◼   ► They try to make it sound like it's not, but it is,

00:21:09 ◼   ► and so it just comes off sounding really fake and forced.

00:21:13 ◼   ► It just falls flat for me, and then the problem is,

00:21:16 ◼   ► you can't demo a game in this way,

00:21:20 ◼   ► in any kind of large corporate media event,

00:21:25 ◼   ► and make it look fun.

00:21:25 ◼   ► You just can't.

00:21:26 ◼   ► The games that people actually play on their phones

00:21:30 ◼   ► are the ones that either trick them into being fun,

00:21:35 ◼   ► or the ones that are actually fun,

00:21:36 ◼   ► and I don't see a lot of people ever playing the games

00:21:40 ◼   ► that get demoed on stage with these big, rich graphics

00:21:43 ◼   ► that you gotta sit there and play for hours.

00:21:46 ◼   ► That's not what I find fun on a phone,

00:21:50 ◼   ► and I don't think that's what most people

00:21:52 ◼   ► find fun on a phone.

00:21:53 ◼   ► What most people play on their phone

00:21:55 ◼   ► are different kinds of games.

00:21:56 ◼   ► They're more casual.

00:21:58 ◼   ► They're more in and out in a minute or less.

00:22:01 ◼   ► They're more things that don't have cutting-edge graphics.

00:22:05 ◼   ► It's a lot of games that are just basic 2D,

00:22:10 ◼   ► basic movement animations that can be easily cross-platform

00:22:14 ◼   ► and stuff like that.

00:22:15 ◼   ► It's not these big, 3D, cutting-edge games,

00:22:17 ◼   ► but also anybody can make games good graphics these days.

00:22:21 ◼   ► There's a billion games out there.

00:22:23 ◼   ► The App Store and Apple and the world at large

00:22:26 ◼   ► outside of Apple, there is no shortage of games.

00:22:29 ◼   ► What there is always demand for,

00:22:31 ◼   ► and seemingly a shortage of, is great games,

00:22:36 ◼   ► and these games usually aren't great games.

00:22:39 ◼   ► They're just mediocre, like, "Here, look at this graphic.

00:22:42 ◼   ► "Here's a dragon, woo!"

00:22:45 ◼   ► But yeah, is it fun?

00:22:46 ◼   ► There's no way to really demo, is it fun, on stage.

00:22:50 ◼   ► So you end up seeing, "Ooh, graphics, who cares?

00:22:53 ◼   ► "We're not here for the graphics of the games.

00:22:56 ◼   ► "No one is playing phone games for their graphics.

00:22:59 ◼   ► "Even the really good ones, I know they're up there

00:23:01 ◼   ► "trying to show off Metal and the GPUs and everything,

00:23:03 ◼   ► "but you know what, even the really good games,

00:23:04 ◼   ► "no one cares because no one plays phone or iPad games

00:23:07 ◼   ► "because they have amazing graphics."

00:23:09 ◼   ► People play these games because they're fun

00:23:11 ◼   ► and they're on the thing that's always with them.

00:23:12 ◼   ► So the demos are trying to sell us on things

00:23:17 ◼   ► we don't care about in a way that seems

00:23:20 ◼   ► super disingenuous and is very boring

00:23:23 ◼   ► and is never what we want the presentation

00:23:25 ◼   ► to grind to a halt to see.

00:23:26 ◼   ► And on top of that, the thing that's really important

00:23:30 ◼   ► about a game, which is whether it's fun or not,

00:23:32 ◼   ► is almost never apparent.

00:23:35 ◼   ► And I would say largely that all applies, for me,

00:23:41 ◼   ► that all applies to everything we've seen so far

00:23:44 ◼   ► about Apple Arcade.

00:23:46 ◼   ► In Apple Arcade, I know this is moving on slightly,

00:23:48 ◼   ► but Apple Arcade, to me, has the exact same problem so far,

00:23:52 ◼   ► which is, great, I can pay five bucks a month

00:23:55 ◼   ► for 100 games, that sounds awesome,

00:23:58 ◼   ► but I don't want 100 games, I want three great ones.

00:24:02 ◼   ► And I don't know if out of those 100 games,

00:24:04 ◼   ► if I'm gonna find three great ones, or what they are,

00:24:06 ◼   ► or how I would even find them.

00:24:07 ◼   ► So until it launches, and until people start talking about

00:24:11 ◼   ► a couple of games that are super good in it,

00:24:13 ◼   ► I have a hard time getting excited about it.

00:24:15 ◼   ► Because, you know what, I have a Nintendo Switch,

00:24:18 ◼   ► there's hundreds of games on that, too.

00:24:19 ◼   ► I already have a phone, there's millions of games, probably.

00:24:24 ◼   ► There's hundreds of thousands of games, at least,

00:24:26 ◼   ► on the App Store already.

00:24:28 ◼   ► Many of them are free or very low cost.

00:24:30 ◼   ► I could buy lots of them for $5 a month total.

00:24:33 ◼   ► I already have lots of them on the phone, I never play.

00:24:35 ◼   ► Because most of them aren't fun.

00:24:37 ◼   ► The App Store is full of simple, not very fun,

00:24:42 ◼   ► non-noteworthy games.

00:24:44 ◼   ► And there's a few gems, there's a few real standouts.

00:24:48 ◼   ► I don't care about Apple Arcade, unless and until

00:24:53 ◼   ► it has those few standouts for me.

00:24:54 ◼   ► Because I don't want 100 mediocre games

00:24:56 ◼   ► that make good two second demos.

00:24:58 ◼   ► I want those three great games that wouldn't be

00:25:02 ◼   ► otherwise available to me.

00:25:04 ◼   ► I want those, and so until we get those,

00:25:06 ◼   ► it's really hard to get excited about it.

00:25:09 ◼   ► - John, tell me why Apple's game demos are bad.

00:25:12 ◼   ► - Thank you, Casey, I think I will.

00:25:14 ◼   ► (laughing)

00:25:16 ◼   ► I differ a little bit on Marco, but not in the fact

00:25:19 ◼   ► that Apple's game demos are bad.

00:25:20 ◼   ► And this is, again, not a new thing.

00:25:22 ◼   ► Apple's been doing game demos forever.

00:25:24 ◼   ► They have been bad the whole time, they continue to be bad.

00:25:27 ◼   ► And people getting, maybe this is, again, fatigue,

00:25:30 ◼   ► it's just coming to a head, because we've seen so many

00:25:32 ◼   ► bad demos that in this particular one, people are getting

00:25:34 ◼   ► all up in arms, but you could have had this exact same

00:25:35 ◼   ► conversation for name the bad game demo.

00:25:38 ◼   ► I'm gonna set aside the Anki Drive thing,

00:25:40 ◼   ► because that was a physical real world thing,

00:25:42 ◼   ► so at least you got to see people on stage

00:25:43 ◼   ► with physical objects, sort of.

00:25:45 ◼   ► Anyway, this is like so many other things related

00:25:48 ◼   ► to Apple and games, where they seem not to be aware

00:25:52 ◼   ► that other people have figured this out.

00:25:54 ◼   ► So, games and showing on a big stage in front of an audience,

00:25:59 ◼   ► including lots of press, to try to show people games

00:26:02 ◼   ► in an enticing way, is something that happens

00:26:05 ◼   ► all the time successfully.

00:26:07 ◼   ► Not by Apple, but the rest of the gaming industry

00:26:09 ◼   ► does this all the time, and it's not a big mystery.

00:26:12 ◼   ► E3 happens every year, or PAX, or any of the other

00:26:16 ◼   ► gaming expos, TGS, right?

00:26:19 ◼   ► There are tons of places where this happens.

00:26:21 ◼   ► If Apple would just go to one of them and say,

00:26:23 ◼   ► "How did they do it?

00:26:24 ◼   ► "Their whole conference is about games,

00:26:26 ◼   ► "and the audience seems excited when they show games.

00:26:29 ◼   ► "How did they do that?"

00:26:30 ◼   ► 'Cause it never happens for us.

00:26:31 ◼   ► We show games, and the audience is like,

00:26:32 ◼   ► "Eh," and then the Apple retail's cheering or whatever,

00:26:34 ◼   ► but what happens?

00:26:36 ◼   ► And I don't understand why they can't figure that out,

00:26:39 ◼   ► but there are a few fairly simple rules,

00:26:42 ◼   ► and there are things that are not in their favor.

00:26:44 ◼   ► First of all, show your games to an audience

00:26:46 ◼   ► that cares about games.

00:26:47 ◼   ► Now, I know it's hard when it's press,

00:26:49 ◼   ► 'cause in theory, the press cares about

00:26:50 ◼   ► whatever you have to say, and if you're gonna be

00:26:51 ◼   ► talking about games, they care about games or whatever,

00:26:53 ◼   ► but all those things I just described

00:26:54 ◼   ► are gaming conferences.

00:26:55 ◼   ► You can be pretty sure that the people in the audience

00:26:57 ◼   ► there are interested in games, whether they be press,

00:26:59 ◼   ► or the general public, or whatever.

00:27:01 ◼   ► So you have to do that.

00:27:02 ◼   ► Second is, when you show someone a game,

00:27:04 ◼   ► when you're having a demo of a game,

00:27:06 ◼   ► it's very much like demos for movies or television shows,

00:27:10 ◼   ► which we'll get to in a little bit.

00:27:12 ◼   ► You have to show them something

00:27:15 ◼   ► that's going to entice them.

00:27:16 ◼   ► When it comes to games, there's a couple of broad categories

00:27:19 ◼   ► that you can do.

00:27:19 ◼   ► One, and these are the obvious ones,

00:27:21 ◼   ► if it's an IP that they already like,

00:27:24 ◼   ► if it's a franchise, if it's a sequel,

00:27:26 ◼   ► if everybody loved the first game in the series,

00:27:28 ◼   ► you're showing them the second game in the series,

00:27:30 ◼   ► they're primed to like that.

00:27:32 ◼   ► It's part of the reason why we're excited about the iPhone,

00:27:33 ◼   ► because we like the previous iPhone,

00:27:35 ◼   ► and we assume the next one's going to be good,

00:27:36 ◼   ► so we're all ready to see what's the next iPhone.

00:27:38 ◼   ► The second thing is, if you're going to have a product

00:27:44 ◼   ► from a creator that people don't,

00:27:45 ◼   ► I know it's weird, 'cause Apple's the only creator in here,

00:27:47 ◼   ► but like a game expo, or like at a gaming conference,

00:27:50 ◼   ► if there's a director or a publisher that you really like,

00:27:53 ◼   ► the latest game from Kojima, from Miyamoto, right?

00:27:58 ◼   ► People will be excited about that,

00:27:59 ◼   ► because it's the person making the game, or the company,

00:28:01 ◼   ► the next Bungie game, or whatever, right?

00:28:04 ◼   ► Again, Apple has no track record

00:28:06 ◼   ► of being a great publisher of games,

00:28:07 ◼   ► or a great contributor to games anyway,

00:28:10 ◼   ► except for that they run the store,

00:28:11 ◼   ► that has had some good games on it,

00:28:12 ◼   ► but not that many, proportionally, percentage-wise.

00:28:15 ◼   ► The next thing you can do is wow the audience

00:28:19 ◼   ► with something they've never seen before.

00:28:21 ◼   ► Yes, that includes amazing graphics,

00:28:23 ◼   ► or things that were not technically possible before.

00:28:25 ◼   ► What are the odds of Apple doing that on a phone platform?

00:28:27 ◼   ► Pretty slim.

00:28:28 ◼   ► I mean, Apple loves to say, look,

00:28:29 ◼   ► this is an amazing thing you can have on a phone.

00:28:31 ◼   ► Okay, maybe, sure, but you're like,

00:28:34 ◼   ► that's not how game demos work.

00:28:36 ◼   ► No one does a game demo and say,

00:28:37 ◼   ► isn't this the best looking game you've ever seen on the Wii?

00:28:40 ◼   ► It's like, yeah, this is the best looking game on the Wii,

00:28:42 ◼   ► but it's not impressive.

00:28:44 ◼   ► We're not impressed by this Wii game,

00:28:46 ◼   ► 'cause overall you're not showing us

00:28:47 ◼   ► something we haven't seen before.

00:28:48 ◼   ► Every other console has better graphics than this,

00:28:50 ◼   ► or whatever, and in that same category is,

00:28:54 ◼   ► show a gameplay innovation that's never been seen before.

00:28:56 ◼   ► You've never seen a first-person shooter,

00:28:58 ◼   ► and all of a sudden, a first-person shooter comes along,

00:29:00 ◼   ► and you're like, wow, I've never seen a game

00:29:02 ◼   ► where it looks like you're actually looking through your eyes

00:29:04 ◼   ► and running down a hallway.

00:29:05 ◼   ► I've never seen anything like that before.

00:29:08 ◼   ► That will entice the audience to be interested

00:29:10 ◼   ► in what you have to show.

00:29:11 ◼   ► Some very interesting kind of gameplay,

00:29:13 ◼   ► or some kind of twist, and even those little games

00:29:15 ◼   ► that Marco was talking about, like casual games,

00:29:17 ◼   ► if you have a clever twist on those

00:29:18 ◼   ► that actually works as a pitch,

00:29:20 ◼   ► that's a place where Apple could show,

00:29:22 ◼   ► here's something you've never seen before.

00:29:23 ◼   ► Think back on all the game demos that you've seen Apple do.

00:29:26 ◼   ► Have they fallen into any of these categories?

00:29:28 ◼   ► An established IP, a franchise, a creator that you love,

00:29:31 ◼   ► incredibly impressive graphics and absolute values,

00:29:33 ◼   ► not just for a phone, gameplay innovations?

00:29:36 ◼   ► They strike out on all of these,

00:29:38 ◼   ► and they wonder why we show these games,

00:29:40 ◼   ► and no one is enticed by them,

00:29:41 ◼   ► and by the way, they're showing it to an audience

00:29:43 ◼   ► who is not necessarily primed to love games.

00:29:45 ◼   ► They're just blanks across the board.

00:29:47 ◼   ► They have no checks in any of those check boxes.

00:29:50 ◼   ► There's no way these game demos are going to be successful.

00:29:54 ◼   ► You need to wow people, you need to impress people,

00:29:57 ◼   ► you need to entice people, you need to grab people,

00:29:59 ◼   ► and they just don't do any of those things,

00:30:01 ◼   ► and if you go to E3, right,

00:30:03 ◼   ► and when they used to have the big three conferences,

00:30:06 ◼   ► everyone's excited to see what Nintendo's doing next,

00:30:08 ◼   ► 'cause Nintendo is an established creator

00:30:10 ◼   ► that everyone knows Nintendo makes good games.

00:30:11 ◼   ► In particular, maybe they're looking for the next Zelda game

00:30:14 ◼   ► 'cause they loved all the other Zelda games,

00:30:16 ◼   ► or maybe there's a new Miyamoto game

00:30:17 ◼   ► 'cause they love Miyamoto, and they show the game,

00:30:19 ◼   ► or they show a new kind of gameplay

00:30:21 ◼   ► of a Super Mario Galaxy where you're on a planet,

00:30:22 ◼   ► and we've never seen a platformer like that before,

00:30:24 ◼   ► or an open world Zelda game which has never existed before,

00:30:27 ◼   ► or amazing new graphics on the PS7,

00:30:30 ◼   ► or Xbox 1280 or whatever, you know what I mean?

00:30:34 ◼   ► These are all tried and true ways

00:30:36 ◼   ► that you get audiences excited for games

00:30:37 ◼   ► that Apple never does a single one of them,

00:30:40 ◼   ► and I don't know what they're expecting.

00:30:41 ◼   ► It's like they expect a participation medal.

00:30:43 ◼   ► We have a game, and it's on our phone,

00:30:45 ◼   ► and it uses modern 3D graphics.

00:30:48 ◼   ► You can't tell if it's fun.

00:30:49 ◼   ► It's not an established franchise that you care about.

00:30:51 ◼   ► You're not a gaming audience.

00:30:52 ◼   ► It doesn't wow you with innovative gameplay or graphics,

00:30:55 ◼   ► but please applaud.

00:30:56 ◼   ► I mean, it's not the end of the world.

00:31:00 ◼   ► Mostly, we just roll our eyes at the game demos

00:31:02 ◼   ► and just go look at something else

00:31:03 ◼   ► or see what people are tweeting about

00:31:04 ◼   ► 'cause, again, it doesn't engage us.

00:31:06 ◼   ► I'm a gamer.

00:31:07 ◼   ► I'm ready to be shown something impressive,

00:31:10 ◼   ► but they just almost never do it.

00:31:11 ◼   ► I think the closest they came to getting me

00:31:13 ◼   ► was when they had Jenova Chen talk about Sky,

00:31:16 ◼   ► but that was such a bare presentation.

00:31:19 ◼   ► Let's think of this.

00:31:20 ◼   ► What's one time,

00:31:21 ◼   ► let's see if you guys can remember back this far,

00:31:23 ◼   ► where there was a successful enticing game demo

00:31:25 ◼   ► at an Apple event?

00:31:27 ◼   ► It might've been before your time.

00:31:30 ◼   ► - I can't think of a single one.

00:31:32 ◼   ► - Oh, what about, did they demo the Halo that wasn't Halo

00:31:35 ◼   ► at any Apple event?

00:31:36 ◼   ► - It was absolutely Halo.

00:31:37 ◼   ► Halo was the most successful game demo

00:31:40 ◼   ► that has ever been done at an Apple press conference.

00:31:42 ◼   ► It has a sad story after that, but at the time,

00:31:45 ◼   ► and why did it work, okay?

00:31:48 ◼   ► Was it to an audience of people who love games?

00:31:50 ◼   ► Not really, but it was Macworld,

00:31:51 ◼   ► so at least the public was there,

00:31:52 ◼   ► and there's some people who are into games in the audience,

00:31:55 ◼   ► so it's not entirely unfamiliar, the audience.

00:31:58 ◼   ► Was it a franchise or a creator that they knew?

00:32:01 ◼   ► Not a franchise, 'cause it was a new franchise at the time,

00:32:03 ◼   ► but was it a creator that they knew?

00:32:04 ◼   ► It was Bungie, and who is Bungie?

00:32:05 ◼   ► The savior of Mac gaming, makers of Marathon and Myth

00:32:09 ◼   ► and other games that Mac users loved

00:32:11 ◼   ► because they were a game developer

00:32:12 ◼   ► that actually paid attention to the Mac and made great games.

00:32:15 ◼   ► And so this developer, who the audience already loves

00:32:19 ◼   ► if they know anything about games,

00:32:20 ◼   ► specifically Mac fans love this developer,

00:32:22 ◼   ► comes on stage and shows a game

00:32:24 ◼   ► that has graphics that were okay for the time,

00:32:28 ◼   ► but innovative gameplay.

00:32:29 ◼   ► Look at that Jeep.

00:32:30 ◼   ► Did you see how the Jeep went over the hill?

00:32:32 ◼   ► And it's also a first-person game,

00:32:33 ◼   ► and you can get in vehicles, and the aliens look cool,

00:32:35 ◼   ► and there was really good music.

00:32:37 ◼   ► Successful game demo, congratulations.

00:32:39 ◼   ► You did one successful game demo in like three decades.

00:32:42 ◼   ► (laughing)

00:32:43 ◼   ► - Wow.

00:32:44 ◼   ► - I mean, I'd say that they dusted to Quake 3, I think,

00:32:47 ◼   ► where we were excited that Quake 3 was on the Mac,

00:32:50 ◼   ► but that was more of a narrow thing.

00:32:51 ◼   ► But it can be done, but repeatedly showing phone games,

00:32:56 ◼   ► it's not going to wow anybody who's into games.

00:32:57 ◼   ► Now, all that said, I'm not saying

00:32:59 ◼   ► they should never have game demos,

00:33:00 ◼   ► because you do have to show,

00:33:01 ◼   ► here's what Apple Arcade has to offer,

00:33:03 ◼   ► and where I differ from Marco is that

00:33:05 ◼   ► the reason Apple Arcade is appealing is because,

00:33:07 ◼   ► are any of those 100 games good?

00:33:10 ◼   ► You don't have to pay for all 100.

00:33:11 ◼   ► You pay the flat fee, and you can find the better one,

00:33:13 ◼   ► whereas if you're looking at the millions of stores

00:33:15 ◼   ► in the App Store, and you don't have word of mouth,

00:33:16 ◼   ► you have to buy them to find out,

00:33:17 ◼   ► or find out which one is a bad free-to-play mechanic,

00:33:19 ◼   ► or whatever, but they have to show,

00:33:20 ◼   ► here are the games that we have,

00:33:21 ◼   ► and what they want to show is this.

00:33:23 ◼   ► The games that are in Apple Arcade

00:33:25 ◼   ► are high-quality, competently-made games,

00:33:28 ◼   ► but you don't have to show an in-depth demo

00:33:30 ◼   ► with the developers of the game showing you the gameplay,

00:33:33 ◼   ► and that's still a good way to do that.

00:33:35 ◼   ► But we do need to see, what do I get?

00:33:36 ◼   ► What do I get from my $5 a month for my whole family?

00:33:40 ◼   ► And Apple needs to say, you get these games,

00:33:42 ◼   ► which, you know, they look like good,

00:33:45 ◼   ► high-quality, interesting games,

00:33:46 ◼   ► and what they should show is, we have a game like this,

00:33:48 ◼   ► we have a card game, we have a racing game,

00:33:50 ◼   ► we have an, and just, you know,

00:33:51 ◼   ► show all the games with little pieces of them,

00:33:53 ◼   ► but you don't have time to go into depth on any of them,

00:33:55 ◼   ► because you want people to understand,

00:33:57 ◼   ► if I pay this money, I will get good games,

00:34:00 ◼   ► and if they were a little bit more savvy,

00:34:01 ◼   ► they would emphasize what I think

00:34:03 ◼   ► is the main selling point of Apple Arcade,

00:34:04 ◼   ► but they rarely talk about when they bring it up

00:34:07 ◼   ► to a larger audience, which is that

00:34:10 ◼   ► they're not exploitive, free-to-play games,

00:34:12 ◼   ► there's no in-app purchases,

00:34:13 ◼   ► it's a game that we couldn't cause to be created

00:34:16 ◼   ► because of the incentives we created over there,

00:34:18 ◼   ► so we have an entirely different set of incentives over here,

00:34:21 ◼   ► which is going to make these games

00:34:22 ◼   ► substantially different than those games.

00:34:25 ◼   ► You know, like, a lot of the things that annoy you

00:34:27 ◼   ► about those other games in our App Store,

00:34:28 ◼   ► which is probably why Apple doesn't talk about it,

00:34:30 ◼   ► don't exist in these games, and I kind of understand

00:34:32 ◼   ► why they don't want to emphasize that,

00:34:33 ◼   ► but I think if and when people start

00:34:35 ◼   ► actually using the service, they will notice that difference

00:34:38 ◼   ► and feel more comfortable letting their kids

00:34:39 ◼   ► play any of those hundreds of games for the flat fee,

00:34:41 ◼   ► knowing that they're not going to be exploited

00:34:44 ◼   ► or accidentally spend $3,000 on dino eggs

00:34:47 ◼   ► or whatever the hell they're getting.

00:34:48 ◼   ► Anyway, we spent too long on games.

00:34:51 ◼   ► - So did Apple.

00:34:52 ◼   ► - Yeah, but there's no reason to bash on Apple

00:34:55 ◼   ► particularly about games now, you could do this at any time,

00:34:58 ◼   ► feel free to replay this segment

00:34:59 ◼   ► anytime in the past or future.

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00:37:05 ◼   ► (upbeat music)

00:37:08 ◼   ► All right, I forgot to mention the opening video

00:37:11 ◼   ► which I thought was really good with the art

00:37:15 ◼   ► of all the different Apple products

00:37:16 ◼   ► kind of morphing into each other.

00:37:18 ◼   ► I effectively am brand new to Apple compared to

00:37:22 ◼   ► the old man in the room and I thought that was great

00:37:24 ◼   ► and I recognized a lot of stuff that I didn't even own

00:37:26 ◼   ► and I thought it was awesome.

00:37:29 ◼   ► Marco, John, what did you guys think?

00:37:31 ◼   ► Let me start again with Marco since you probably have

00:37:33 ◼   ► less emotional attachment like I do to a lot of this.

00:37:35 ◼   ► Marco, what did you think of that opening video?

00:37:37 ◼   ► - I liked it.

00:37:38 ◼   ► I mean, my main issue with all the videos they do now

00:37:42 ◼   ► is similar to what I was saying earlier of like,

00:37:45 ◼   ► they just seem so like boring and corporate.

00:37:48 ◼   ► It's like, here's some art, it's fun,

00:37:50 ◼   ► look at how happy we all are about our products and services

00:37:53 ◼   ► and it's like, I like the ones with a little bit more

00:37:56 ◼   ► personality but Apple has a hard time showing

00:37:59 ◼   ► interesting personality in their videos these days

00:38:03 ◼   ► without it coming across as weird or cheesy.

00:38:05 ◼   ► Like, I think they're going through kind of a rough time

00:38:08 ◼   ► of like the attitude that they present to the world,

00:38:10 ◼   ► trying to appear not like the world's biggest,

00:38:14 ◼   ► richest corporation that they are

00:38:16 ◼   ► and trying to appear like friendly and human

00:38:19 ◼   ► without it being fake and saccharine.

00:38:23 ◼   ► So this opening video with little rainbow line art

00:38:27 ◼   ► and stuff about their products, it was nice, it was fun.

00:38:30 ◼   ► I think it set expectations that weren't met,

00:38:33 ◼   ► that we were gonna see some kind of rainbow involvement

00:38:35 ◼   ► in the products and that didn't happen,

00:38:37 ◼   ► but as was rumored, but we'll see what happens later.

00:38:40 ◼   ► - John.

00:38:43 ◼   ► - Yeah, those things are fine and cute but they're,

00:38:46 ◼   ► I think that this video was perfectly fine

00:38:49 ◼   ► but in the past, they have had these intro videos

00:38:54 ◼   ► not just be passive eye candy to make you

00:38:59 ◼   ► like appreciate the company and its products

00:39:02 ◼   ► and then go into the presentation,

00:39:03 ◼   ► but they've been like the start of the message,

00:39:07 ◼   ► there's been a theme to the presentation.

00:39:09 ◼   ► It's like we're going to pitch you on some particular thing.

00:39:11 ◼   ► Think of the iOS 7 one, remember that whole presentation?

00:39:13 ◼   ► That was not just a cool looking video,

00:39:15 ◼   ► it was also part of the pitch.

00:39:17 ◼   ► It was preparing you for what was to come,

00:39:19 ◼   ► was to say we are doing a particular thing starting now

00:39:24 ◼   ► and here's how we think about it,

00:39:26 ◼   ► here's what we're going to show you,

00:39:27 ◼   ► here's our new attitude or angle on this particular thing.

00:39:32 ◼   ► Those are the best movies, so yes,

00:39:35 ◼   ► they're beautifully done and they're nice or whatever,

00:39:36 ◼   ► but it's like sort of the intro paragraph to the essay

00:39:40 ◼   ► that is the presentation and this one was just like

00:39:42 ◼   ► a frilly cover page, it's like yep, Apple, fun, okay.

00:39:47 ◼   ► And I think that's perfectly fine,

00:39:48 ◼   ► you don't have to have the pitch,

00:39:49 ◼   ► but because we've had the ones that have more portent,

00:39:53 ◼   ► we've had things in the past that have led

00:39:55 ◼   ► into the presentation, it's natural for us long time fans

00:39:59 ◼   ► to read into it like Marco did and say,

00:40:01 ◼   ► ooh, they're showing rainbow stuff,

00:40:02 ◼   ► maybe that's that rainbow rumor, right?

00:40:04 ◼   ► And so it's almost hard for them to avoid that,

00:40:05 ◼   ► so I don't fault them for having a fun little presentation,

00:40:08 ◼   ► but I do think it's more exciting for me

00:40:11 ◼   ► and more engaging for these super diehard fans

00:40:13 ◼   ► to have an intro video that points in a particular direction

00:40:17 ◼   ► and fits with the theme.

00:40:19 ◼   ► - Fair enough, I can't say I disagree.

00:40:22 ◼   ► All right, so we saw Apple Arcade,

00:40:24 ◼   ► five bucks for an entire family one month free trial,

00:40:27 ◼   ► which comes out on the 19th, I believe,

00:40:30 ◼   ► which is a Thursday, oddly,

00:40:31 ◼   ► and in 150 countries, which is good.

00:40:34 ◼   ► We've talked a lot about games

00:40:35 ◼   ► and it sounds like most of us don't care.

00:40:38 ◼   ► - Oh, I would say like the $5 price

00:40:39 ◼   ► is about what people were thinking

00:40:41 ◼   ► and I think it's a good deal.

00:40:42 ◼   ► If you want to have a bunch of games

00:40:44 ◼   ► where you don't have to worry about your kids

00:40:45 ◼   ► getting sucked into some seedy underbelly of games

00:40:48 ◼   ► on the platform, it's a great idea to spend five bucks

00:40:51 ◼   ► and let them give it a try

00:40:52 ◼   ► and maybe all the games will stink,

00:40:55 ◼   ► but I bet there'll be some good ones in there.

00:40:57 ◼   ► So I think the, I'm probably gonna sign up for it.

00:41:02 ◼   ► I mean, I think I will probably

00:41:03 ◼   ► un-sign up for it fairly quickly,

00:41:05 ◼   ► but I do want to say,

00:41:07 ◼   ► because I don't play a lot of games on iOS,

00:41:08 ◼   ► but I do want to actually see the game.

00:41:09 ◼   ► So pay five bucks, try out as many games as you can tolerate

00:41:12 ◼   ► and then unsubscribe.

00:41:14 ◼   ► But for everyone else, I think this is a pretty,

00:41:16 ◼   ► as many people have said,

00:41:17 ◼   ► of all the services Apple offers,

00:41:19 ◼   ► despite their complete inability to demo games on stage,

00:41:22 ◼   ► this one looks like it has the highest chance

00:41:24 ◼   ► of being worth the five dollars

00:41:26 ◼   ► to a fairly large number of people.

00:41:29 ◼   ► - Yeah, and again, I don't want to end on two,

00:41:32 ◼   ► I don't have an end on it.

00:41:33 ◼   ► I think it is a great price and a great setup

00:41:36 ◼   ► and a great set of rules

00:41:38 ◼   ► and value proposition for a gaming service,

00:41:41 ◼   ► but none of that will matter if all the games are mediocre.

00:41:44 ◼   ► What I want to know is what's the first game

00:41:47 ◼   ► on Apple Arcade that I really got to play?

00:41:50 ◼   ► And I'm gonna wait until somebody else tells me that

00:41:52 ◼   ► before I actually jump in.

00:41:53 ◼   ► - I mean, and it's not just you, 'cause it's a family thing.

00:41:55 ◼   ► What's the first game that your kid's gonna play?

00:41:56 ◼   ► That's another place where I differ,

00:41:57 ◼   ► where no one cares about impressive graphics in games.

00:42:00 ◼   ► When I see my cousins play games on their iPads,

00:42:02 ◼   ► they all love to play what I think are these garbagey games

00:42:05 ◼   ► because they have super cool graphics of a motorbike

00:42:07 ◼   ► or a jet plane or lots of vehicle or driving games

00:42:10 ◼   ► or side-scrollers with huge explosions.

00:42:12 ◼   ► No, they're not particularly impressive graphics

00:42:14 ◼   ► when it comes to young children and preteens

00:42:17 ◼   ► who want to play something on their iPad.

00:42:19 ◼   ► They're absolutely drawn to spectacle

00:42:21 ◼   ► and ridiculous explosions and silly things like that.

00:42:24 ◼   ► And yes, they also like the games that are just fun,

00:42:26 ◼   ► little dorky, simple games.

00:42:27 ◼   ► But I mean, there's no appeal to us,

00:42:29 ◼   ► 'cause like that hack and slash game with the big sword

00:42:31 ◼   ► and the dragons and all that stuff

00:42:32 ◼   ► that we've seen a million times has no appeal

00:42:34 ◼   ► to anyone who's super into games and most adults.

00:42:38 ◼   ► But to young kids, there is a certain novelty and shininess

00:42:42 ◼   ► and they don't care that the game plays bad

00:42:43 ◼   ► and they'll just think it's cool to, you know,

00:42:45 ◼   ► maybe they'll get sucked into one

00:42:46 ◼   ► or maybe they'll just get it and play it,

00:42:48 ◼   ► but that's what they're drawn to.

00:42:49 ◼   ► So I don't entirely discount the sort of mediocre game

00:42:52 ◼   ► with reasonably cool graphics.

00:42:54 ◼   ► And it's a bit of a slight to say

00:42:56 ◼   ► anybody can have good graphics,

00:42:57 ◼   ► 'cause like technically, yes, but artistically,

00:42:59 ◼   ► someone has to make all that art

00:43:01 ◼   ► and it's hard to make good art.

00:43:02 ◼   ► And some of the things they show do have good art.

00:43:04 ◼   ► It's just not gonna impress someone

00:43:06 ◼   ► who wants to be wowed by a game demo,

00:43:08 ◼   ► but you know, a seven-year-old kid left to their own devices,

00:43:13 ◼   ► they're not gonna watch this presentation,

00:43:14 ◼   ► but they are gonna go to Apple Arcade and just say,

00:43:16 ◼   ► I like the icon of that game, I'm gonna download it.

00:43:18 ◼   ► Ooh, this looks cool and I'm gonna play with it.

00:43:19 ◼   ► And they will have a good time,

00:43:20 ◼   ► despite the fact that the game will never appeal to any of us.

00:43:24 ◼   ► - Indeed, Apple TV Plus,

00:43:25 ◼   ► they showed us a trailer for the show CSEE,

00:43:29 ◼   ► which is about a future where nobody in the world

00:43:31 ◼   ► can see anything, but apparently--

00:43:34 ◼   ► - I get it. - They're just born.

00:43:35 ◼   ► Yeah, exactly.

00:43:36 ◼   ► Then two kids are born that can.

00:43:38 ◼   ► This had a very children of men feel to it to me,

00:43:40 ◼   ► which is a compliment.

00:43:41 ◼   ► I like that they called out that they actually consulted

00:43:44 ◼   ► with blind and low vision cast crew and consultants, etc.

00:43:47 ◼   ► First shows will be available November 1, 100 plus countries,

00:43:49 ◼   ► $5 a month for the entire family.

00:43:51 ◼   ► And you use it with the Apple TV app on iPhone, iPad,

00:43:56 ◼   ► and presumably the Mac, question mark.

00:44:01 ◼   ► And then what's interesting is,

00:44:04 ◼   ► if you buy any new physical device, well, not any,

00:44:08 ◼   ► but you know what I mean, like iPhone, iPad, etc.,

00:44:10 ◼   ► you get a year of free Apple TV Plus,

00:44:13 ◼   ► which as with so much with Apple,

00:44:16 ◼   ► in retrospect seems obvious.

00:44:17 ◼   ► I never would have guessed it leading into the event though.

00:44:20 ◼   ► And I think that's a really, really solid plan

00:44:22 ◼   ► because honestly, nothing I've seen yet on Apple TV Plus

00:44:25 ◼   ► is really revving my engine,

00:44:27 ◼   ► but I would certainly give it a shot

00:44:29 ◼   ► if it's free for a year.

00:44:30 ◼   ► - So there's some questions about this deal.

00:44:32 ◼   ► First is, I haven't, sorry,

00:44:34 ◼   ► I haven't had time to look this up,

00:44:36 ◼   ► but like you get a year free if you buy an iPhone,

00:44:39 ◼   ► iPad or Apple TV.

00:44:40 ◼   ► Okay, so if I buy a new iPhone every year,

00:44:42 ◼   ► do I essentially never have to pay for Apple TV Plus?

00:44:44 ◼   ► So on upgrade, Jason and Mike were going through,

00:44:48 ◼   ► I think Jason was looking at the terms,

00:44:49 ◼   ► and there's a limit of one of these trials

00:44:52 ◼   ► per Apple ID family unit.

00:44:55 ◼   ► - Forever?

00:44:56 ◼   ► - Yeah, so like if you, the way he was describing it,

00:44:58 ◼   ► it sounds like it might be implemented

00:45:00 ◼   ► as a regular App Store recurring subscription,

00:45:04 ◼   ► where I think if you don't cancel, I think you get charged.

00:45:08 ◼   ► It's like after a year, so that's a thing.

00:45:12 ◼   ► But it seems to, the way he was describing,

00:45:14 ◼   ► I should have looked this up, I'm sorry,

00:45:15 ◼   ► but yeah, it seemed the way he was describing it

00:45:16 ◼   ► that it was basically applying it to either your Apple ID

00:45:19 ◼   ► if you're an individual, or if you're in an Apple ID family,

00:45:22 ◼   ► then it applies to your family.

00:45:24 ◼   ► And so if it works that way,

00:45:25 ◼   ► like App Store trial subscriptions,

00:45:27 ◼   ► then you only get one, and that's it.

00:45:30 ◼   ► - Yeah, and the other way they could handle this,

00:45:32 ◼   ► regardless of what the rules are,

00:45:33 ◼   ► is they could just discontinue this year free trial next year.

00:45:36 ◼   ► - Sure.

00:45:37 ◼   ► - So then you'd get your year, and it's all right.

00:45:39 ◼   ► So anyway, this whole scheme, it makes sense

00:45:44 ◼   ► from their perspective, but the whole structure

00:45:47 ◼   ► of Apple TV+, them giving the free trial

00:45:51 ◼   ► and pricing it at $5 a month,

00:45:54 ◼   ► we always knew this was gonna be the case.

00:45:56 ◼   ► We know what shows they're gonna have.

00:45:57 ◼   ► They have that whole big thing

00:45:58 ◼   ► with Oprah and Steven Spielberg.

00:45:59 ◼   ► We kinda know all the shows.

00:46:00 ◼   ► They have a limited number of shows.

00:46:02 ◼   ► They apparently don't have anything else.

00:46:04 ◼   ► It's not like they bought Friends for 100 million,

00:46:07 ◼   ► and they don't have this giant back catalog

00:46:08 ◼   ► of movies that you can watch for free.

00:46:09 ◼   ► They're not Netflix, right?

00:46:11 ◼   ► They're not even Hulu with that number of shows.

00:46:13 ◼   ► They have a limited number of boutique shows they made.

00:46:16 ◼   ► They're much more like HBO, right?

00:46:18 ◼   ► But they have no track record.

00:46:20 ◼   ► They have no shows that everyone knows they're gonna want.

00:46:23 ◼   ► They have stars, and they have things made by creators

00:46:25 ◼   ► that you may know, but there's a lot of doubt.

00:46:27 ◼   ► And so before anyone has actually seen any of these shows

00:46:29 ◼   ► for any customers who've seen them,

00:46:31 ◼   ► they have to get you in the door somehow.

00:46:34 ◼   ► And they've, I think, correctly decided

00:46:37 ◼   ► that on the strength of our shows,

00:46:39 ◼   ► we can't get enough people to sign up for this,

00:46:41 ◼   ► because they haven't seen the shows yet.

00:46:43 ◼   ► So how do I get over the hurdle?

00:46:44 ◼   ► And they're also not confident that,

00:46:46 ◼   ► oh, well, no one's seen them yet,

00:46:48 ◼   ► but boy, once people see the first two episodes of C,

00:46:50 ◼   ► it's gonna be the next Game of Thrones,

00:46:51 ◼   ► and everybody's gonna tell all their friends,

00:46:53 ◼   ► oh my god, you've gotta get this service.

00:46:55 ◼   ► They don't have that confidence.

00:46:56 ◼   ► I think they're right not to have that confidence.

00:46:58 ◼   ► They're probably not gonna get a smash hit

00:47:00 ◼   ► right out of the gate.

00:47:01 ◼   ► So year-free trial.

00:47:03 ◼   ► That gives Apple a year to find one or two hit shows,

00:47:07 ◼   ► or to turn one or two of their shows,

00:47:08 ◼   ► it starts off shaky, but it finds its legs right.

00:47:11 ◼   ► Gives them a chance to do that.

00:47:12 ◼   ► It gets the numbers up, 'cause hey,

00:47:14 ◼   ► you're gonna get it for free or whatever.

00:47:16 ◼   ► And because they're recurring,

00:47:18 ◼   ► and it's only $5 a month,

00:47:19 ◼   ► maybe people will drift into next year

00:47:22 ◼   ► and still keep paying for it,

00:47:23 ◼   ► or if they're into a particular show.

00:47:24 ◼   ► So it's not a strength move,

00:47:27 ◼   ► but I think it's the right thing for Apple to do,

00:47:28 ◼   ► because they're not in a position of strength.

00:47:30 ◼   ► And that C trailer, I was looking forward to that show.

00:47:33 ◼   ► That was not a good trailer.

00:47:35 ◼   ► I think Apple does know how to make a good trailer

00:47:37 ◼   ► for a TV show, but what they showed

00:47:39 ◼   ► did not give me high hopes for that particular program.

00:47:42 ◼   ► But hey, they can't all be hits, so you know.

00:47:45 ◼   ► I'm absolutely going to,

00:47:47 ◼   ► well, I'm gonna get Apple TV for free,

00:47:50 ◼   ► 'cause my wife is buying all the things this year.

00:47:52 ◼   ► But yeah, I'm gonna try a whole bunch of these shows,

00:47:56 ◼   ► 'cause I actually am interested in them.

00:47:57 ◼   ► And because I subscribe to every streaming service

00:48:00 ◼   ► in the entire world,

00:48:01 ◼   ► I will probably continue to pay for it next year.

00:48:04 ◼   ► I feel similarly about Apple TV Plus

00:48:06 ◼   ► as I do about Apple Arcade,

00:48:07 ◼   ► which is the pricing seems fine,

00:48:09 ◼   ► the terms and the metrics and everything all sound fine.

00:48:14 ◼   ► I will care when there's a hit.

00:48:15 ◼   ► And if there isn't a hit,

00:48:17 ◼   ► I'm not gonna buy it and subscribe to it

00:48:19 ◼   ► just for the sake of maybe it'll get better.

00:48:22 ◼   ► When there's a hit that I start hearing that I have to see,

00:48:25 ◼   ► that's when I'll jump in.

00:48:26 ◼   ► - And these monthly things are great.

00:48:28 ◼   ► I subscribe to CBS long enough to watch Star Trek,

00:48:31 ◼   ► and then I unsubscribe,

00:48:32 ◼   ► and then the new season comes out and I subscribe,

00:48:33 ◼   ► and I watch Star Trek, and then I unsubscribe.

00:48:35 ◼   ► It's not a particularly bad model.

00:48:37 ◼   ► Managing on an Apple device is not that hard.

00:48:40 ◼   ► I can watch it on my television,

00:48:41 ◼   ► I can watch it on my iPad.

00:48:43 ◼   ► It's cheaper for me to subscribe to CBS,

00:48:45 ◼   ► All Access or whatever it's called, for one month

00:48:47 ◼   ► than it would be for me to try to rent it

00:48:50 ◼   ► or buy it all from iTunes or any of the other past things.

00:48:52 ◼   ► So yeah, Apple should just keep trying to make good shows.

00:48:56 ◼   ► And if they get a hit or two,

00:48:57 ◼   ► people will subscribe and watch a show and unsubscribe,

00:48:59 ◼   ► and it's on Apple to keep making good shows.

00:49:01 ◼   ► It's exactly what HBO has to do,

00:49:03 ◼   ► which is the closest analog.

00:49:04 ◼   ► You know, Game of Thrones ends,

00:49:05 ◼   ► why are people still watching it?

00:49:06 ◼   ► Oh, it turns out succession's pretty good.

00:49:07 ◼   ► Like, HBO finds a way to keep me watching anyway,

00:49:10 ◼   ► so that's what Apple's gotta do.

00:49:13 ◼   ► - Indeed.

00:49:14 ◼   ► Alrighty, so let's move on.

00:49:16 ◼   ► Let's talk about iPad.

00:49:18 ◼   ► I think we can make this probably pretty quick,

00:49:20 ◼   ► famous last words.

00:49:21 ◼   ► Seventh-generation iPad with Touch ID, it lingers on.

00:49:24 ◼   ► A 10.2-inch display.

00:49:26 ◼   ► It is a new resolution.

00:49:28 ◼   ► We were not sure about that

00:49:28 ◼   ► when we were writing the show notes.

00:49:30 ◼   ► If I did my research correctly,

00:49:33 ◼   ► it is 2160 by 1620 instead of 2048 by 1536.

00:49:38 ◼   ► So just a little bit bigger.

00:49:40 ◼   ► It has a generation one Apple Pencil,

00:49:43 ◼   ► a 3.7-inch, my goodness,

00:49:45 ◼   ► 3.7 times wider viewing angle,

00:49:48 ◼   ► and an A10 Fusion, which is from 2016,

00:49:51 ◼   ► and that's from the iPhone 7, is that right?

00:49:53 ◼   ► - Right, 'cause it isn't the A10X,

00:49:54 ◼   ► which was the iPad version with the bigger GPU.

00:49:56 ◼   ► It's just the A10, which is what the,

00:49:58 ◼   ► they usually, you know, that isn't unusual.

00:50:00 ◼   ► Usually on the lower-end iPad models,

00:50:02 ◼   ► they don't usually give the X version of the chip

00:50:04 ◼   ► that has the bigger, bigger GPU.

00:50:05 ◼   ► They just do the regular phone version of the chip.

00:50:08 ◼   ► The minis like that,

00:50:09 ◼   ► and usually the low-end ones are as well.

00:50:10 ◼   ► But yeah, A10, you know,

00:50:13 ◼   ► the A10 was a fine chip when it came out.

00:50:14 ◼   ► It's getting a little old,

00:50:16 ◼   ► but for the products that are super low in the lineup,

00:50:19 ◼   ► that's fine, I guess.

00:50:21 ◼   ► - Yeah, I think it's,

00:50:23 ◼   ► that's the part that's most disappointing about this model,

00:50:25 ◼   ► but it's not that disappointing,

00:50:27 ◼   ► because the A10, like just thinking of, again,

00:50:30 ◼   ► people who I see, kids I see playing with iPads and stuff,

00:50:32 ◼   ► like you'd wanna get your kid the cheapest iPad,

00:50:34 ◼   ► but they eventually want the bigger one usually.

00:50:36 ◼   ► This can play most of the games that they,

00:50:40 ◼   ► that kids, young kids would be into playing.

00:50:42 ◼   ► Like you don't, no, they can't play

00:50:44 ◼   ► the super duper cutting edge graphics,

00:50:45 ◼   ► but the App Store is not filled with games like that.

00:50:47 ◼   ► The App Store, anyone who puts something in the App Store

00:50:48 ◼   ► and spends that money making a game,

00:50:50 ◼   ► wants to target a wadowing.

00:50:52 ◼   ► So an A10 can play all those games,

00:50:54 ◼   ► and aside from games,

00:50:55 ◼   ► there's no reason they need anything stronger.

00:50:56 ◼   ► It would be better if it had an A11 or an X

00:50:59 ◼   ► or something like that, but overall,

00:51:02 ◼   ► this is the cheap iPad, the cheap, cheap iPad.

00:51:06 ◼   ► This is the best cheap, cheap iPad I think they've ever had,

00:51:08 ◼   ► because it has almost all of the features

00:51:11 ◼   ► that you care about, albeit in lesser form

00:51:13 ◼   ► as the pro models.

00:51:15 ◼   ► Pencil support, but not as good.

00:51:17 ◼   ► Smart connector support,

00:51:18 ◼   ► but doesn't have the newest keyboard thing.

00:51:21 ◼   ► It doesn't have Face ID, but no one cares about that.

00:51:23 ◼   ► It's got a screen, and it's bigger,

00:51:25 ◼   ► it's not as nice as the other screens,

00:51:26 ◼   ► but it's still nicer than it was.

00:51:27 ◼   ► I would have no problem recommending this

00:51:30 ◼   ► as a good big iPad to get for anybody

00:51:34 ◼   ► who knows they're not going to be particularly demanding,

00:51:37 ◼   ► and they're not into the pencil.

00:51:38 ◼   ► The pencil is where I kind of draw the line of like,

00:51:40 ◼   ► look, if you're gonna use the pencil all the time,

00:51:42 ◼   ► there's no need for you to go through fumbling

00:51:43 ◼   ► with that round thing.

00:51:45 ◼   ► (laughing)

00:51:46 ◼   ► Well, there is a need if you can't afford

00:51:48 ◼   ► the much more expensive pro thing.

00:51:50 ◼   ► - That's the thing, it's so much more expensive

00:51:52 ◼   ► to get the iPad Pro.

00:51:53 ◼   ► - Yeah, maybe you get a case with a little slot

00:51:55 ◼   ► to put the pencil in, I guess.

00:51:56 ◼   ► - Yeah, and I mean, if anything, like this new cheap iPad,

00:52:00 ◼   ► I think really takes a lot of the wind out of the sales

00:52:02 ◼   ► of the iPad Air, which is that kind of mid-priced model,

00:52:05 ◼   ► which is not that much better than it.

00:52:07 ◼   ► - Yeah, when I do that line up, I'm like,

00:52:08 ◼   ► why is that still there?

00:52:10 ◼   ► And it's so clearly not long for this world

00:52:13 ◼   ► or going to be upgraded.

00:52:14 ◼   ► (upbeat music)

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00:53:56 ◼   ► So once again, go to fractureme.com/atp

00:53:59 ◼   ► for a special discount on your first Fracture order,

00:54:01 ◼   ► and make sure to tell them you came from ATP.

00:54:03 ◼   ► Thank you so much to Fracture for sponsoring our show.

00:54:06 ◼   ► (upbeat music)

00:54:09 ◼   ► - Moving on to the watch.

00:54:11 ◼   ► That video punched me right in the feels, just so good.

00:54:15 ◼   ► I don't say that sarcastically, I really mean it.

00:54:17 ◼   ► I thought that video was great.

00:54:19 ◼   ► - Yeah, I think, and speaking of like,

00:54:20 ◼   ► what is modern Apple's face to the world?

00:54:22 ◼   ► They're a big corporation, and like,

00:54:23 ◼   ► what is their message or whatever?

00:54:24 ◼   ► One thing that Apple has been fairly consistently,

00:54:27 ◼   ► fairly on message about, and I think good about,

00:54:29 ◼   ► is that like, in the sort of Tim Cook era,

00:54:32 ◼   ► the message to Apple to the world about its products,

00:54:36 ◼   ► like the strongest one that is coherent is,

00:54:39 ◼   ► here are the real people that use our products,

00:54:41 ◼   ► and the value they derive from them in their lives, right?

00:54:45 ◼   ► And obviously that's the world's most generic pitch

00:54:47 ◼   ► for a thing, but they make really good videos

00:54:51 ◼   ► showing real people being genuine on camera

00:54:54 ◼   ► about things that have happened in their life

00:54:57 ◼   ► that are tangentially related to Apple products,

00:54:59 ◼   ► because they have to work in the Apple product,

00:55:01 ◼   ► but I think they do it in a way that we buy it.

00:55:02 ◼   ► We say, it's not like where they're, you know,

00:55:05 ◼   ► Burger King gets someone to say,

00:55:06 ◼   ► "I saw my kid born and I had a Burger King burger

00:55:08 ◼   ► "next to me."

00:55:09 ◼   ► Like, that's not connected.

00:55:10 ◼   ► (laughing)

00:55:11 ◼   ► There's no connection right there,

00:55:12 ◼   ► but like this video with the Apple Watch.

00:55:14 ◼   ► I had a health issue and Apple Watch participated

00:55:18 ◼   ► in my health crisis in a positive way.

00:55:21 ◼   ► Like, the connection is clear, the people are clear,

00:55:24 ◼   ► they're really well done videos, you know,

00:55:26 ◼   ► it's hitting Casey in the feels, this is good advertising.

00:55:29 ◼   ► It is well done advertising,

00:55:30 ◼   ► and Apple does these things a lot,

00:55:32 ◼   ► and we see them and we feel like they're genuine,

00:55:35 ◼   ► and we say, "Yeah, okay, I see that.

00:55:37 ◼   ► "I see the benefit you're pitching.

00:55:39 ◼   ► "I believe that there is a connection,

00:55:40 ◼   ► "and I believe because of the way you made your products,

00:55:43 ◼   ► "they have made these people's lives better in this way."

00:55:46 ◼   ► Total success, they do these all the time,

00:55:48 ◼   ► and they're not getting old to me.

00:55:52 ◼   ► I'm not so jaded that I don't believe that they're real.

00:55:55 ◼   ► Now, on the other hand, you know, you could say,

00:55:59 ◼   ► "Okay, that's fine, but what about,"

00:56:02 ◼   ► and then put on a giant pile of other things,

00:56:04 ◼   ► all the way up to and including the keyboard

00:56:06 ◼   ► that we all hate or whatever,

00:56:07 ◼   ► but for the moments while you're watching those videos

00:56:09 ◼   ► because they do a good job, we're all like,

00:56:11 ◼   ► "Yep, you did it, yep, good job.

00:56:14 ◼   ► "We believe you, we like you.

00:56:15 ◼   ► "This is one of the things we like about Apple."

00:56:16 ◼   ► And I would file into that category also,

00:56:19 ◼   ► what you just mentioned about the iPad.

00:56:22 ◼   ► The whole environmental stuff that they keep doing

00:56:24 ◼   ► with their little checklist that gets longer,

00:56:25 ◼   ► and now they're adding 100% recycled aluminum

00:56:27 ◼   ► and everything like that, people roll their eyes at that.

00:56:29 ◼   ► I don't roll my eyes at it.

00:56:30 ◼   ► Could they be better?

00:56:31 ◼   ► Of course, they can always be better,

00:56:32 ◼   ► but they stubbornly insist to continue

00:56:34 ◼   ► to put that in their presentations.

00:56:36 ◼   ► I think they're hoping,

00:56:37 ◼   ► "Hey, why don't you ask every other tech company

00:56:40 ◼   ► "why they don't do all these things?"

00:56:42 ◼   ► Like, whatever they are, BPA-free, lead-free,

00:56:46 ◼   ► what percentage of recycling,

00:56:47 ◼   ► how much renewable energy do they use?

00:56:48 ◼   ► Obviously, Apple is bragging,

00:56:50 ◼   ► but trying to say that they're a better company

00:56:52 ◼   ► than other people, but they're doing these things.

00:56:54 ◼   ► It costs them more money to do these things

00:56:56 ◼   ► than it would otherwise in the short term, right?

00:56:59 ◼   ► These are positive things that Apple's doing.

00:57:01 ◼   ► They keep hammering on them.

00:57:02 ◼   ► It's been a very consistent message.

00:57:03 ◼   ► It's much more boring than the videos

00:57:05 ◼   ► that hit you in the feels,

00:57:06 ◼   ► but I feel like it is another consistent message

00:57:08 ◼   ► out of Tim Cook's Apple.

00:57:09 ◼   ► It's a positive message,

00:57:10 ◼   ► and despite the fact that we see it

00:57:12 ◼   ► over and over and over again,

00:57:13 ◼   ► I say keep putting it up on the slides

00:57:14 ◼   ► 'cause it's something that the world needs to see.

00:57:18 ◼   ► - Yep, agreed.

00:57:19 ◼   ► Following that, they had a woman whose name I did not catch.

00:57:22 ◼   ► In fact, most of the presenters,

00:57:23 ◼   ► I did not catch their names, and I apologize for that.

00:57:25 ◼   ► - Wait, I actually did.

00:57:26 ◼   ► Can I make a quick little thing about this?

00:57:28 ◼   ► I don't know what this was about.

00:57:30 ◼   ► So yeah, so Apple Arcade,

00:57:31 ◼   ► the presenter was introduced simply as Anne.

00:57:34 ◼   ► There were a whole bunch of people brought up on stage

00:57:36 ◼   ► only with first name and no title,

00:57:39 ◼   ► and I feel like that was a little bit odd.

00:57:42 ◼   ► - Yeah, I agree.

00:57:43 ◼   ► - Yeah, they need some consistency.

00:57:44 ◼   ► Especially if it's a new person

00:57:45 ◼   ► that hasn't been in a presentation before,

00:57:47 ◼   ► it's good to say and welcome blah, blah, blah,

00:57:49 ◼   ► director of blah, blah, blah,

00:57:51 ◼   ► so we know what connection they have

00:57:52 ◼   ► to the product that they're showing.

00:57:54 ◼   ► I always think, I know this can't possibly be true

00:57:58 ◼   ► because of how much they rehearsed these things,

00:57:59 ◼   ► but I'm like, maybe they just forgot the last name.

00:58:01 ◼   ► (laughing)

00:58:02 ◼   ► Maybe the last name is difficult to pronounce,

00:58:05 ◼   ► and they bailed on it in a panic,

00:58:06 ◼   ► which we can all relate to,

00:58:07 ◼   ► having to speak people's unfamiliar names,

00:58:11 ◼   ► but maybe they just don't care that much

00:58:13 ◼   ► about the consistency,

00:58:14 ◼   ► but titles would be great,

00:58:16 ◼   ► 'cause okay, we know the person's first name

00:58:19 ◼   ► and maybe their last name and they're presenting,

00:58:20 ◼   ► but who are they?

00:58:22 ◼   ► Are they an engineering manager?

00:58:24 ◼   ► Are they a director?

00:58:25 ◼   ► Are they a marketing executive?

00:58:26 ◼   ► Who are they in relation to this product?

00:58:28 ◼   ► I think that would help frame the presentation,

00:58:30 ◼   ► but as usual, everyone who presented,

00:58:32 ◼   ► I thought did such a good job

00:58:34 ◼   ► that it didn't even occur to me

00:58:36 ◼   ► to think about what kind of job they did.

00:58:37 ◼   ► Again, setting aside the non-Apple employees,

00:58:40 ◼   ► those poor people from game studios

00:58:41 ◼   ► who are up there trying to demo their games

00:58:43 ◼   ► when they're already set up to fail,

00:58:44 ◼   ► but the Apple people,

00:58:46 ◼   ► the Apple people are all great.

00:58:47 ◼   ► - Yeah, I agree.

00:58:48 ◼   ► Going back a moment, just to the last name thing,

00:58:50 ◼   ► and the titles,

00:58:51 ◼   ► I think another way that that matters

00:58:54 ◼   ► is in realizing and recognizing diversity.

00:58:58 ◼   ► We've been talking about diversity,

00:59:00 ◼   ► everyone's been talking about diversity in tech companies

00:59:02 ◼   ► and tech presentations for years now,

00:59:04 ◼   ► and Apple is getting a lot better at it.

00:59:08 ◼   ► But one of the ways that it helps

00:59:11 ◼   ► is if you can tell whether the person on stage

00:59:15 ◼   ► has a really strong position in that product or not.

00:59:19 ◼   ► John was saying you could tell,

00:59:20 ◼   ► are they an engineer, are they a marketing person,

00:59:22 ◼   ► are they in charge of a lot of things,

00:59:24 ◼   ► are they just somebody they hired to do a demo?

00:59:27 ◼   ► You don't know, right?

00:59:28 ◼   ► A title gives legitimacy.

00:59:29 ◼   ► A title says if you're seeing a kind of person up there

00:59:33 ◼   ► that you don't usually see in the board of,

00:59:35 ◼   ► the panel of bland white guys up there,

00:59:38 ◼   ► it means a lot more if they also tell you,

00:59:42 ◼   ► this person's the product manager on this product,

00:59:43 ◼   ► or something like that, right?

00:59:45 ◼   ► They lend legitimacy to these people to say,

00:59:48 ◼   ► not only here's somebody named Anne,

00:59:51 ◼   ► but no, here's Anne and she's the boss of this division.

00:59:55 ◼   ► That's a lot better.

00:59:56 ◼   ► - What was the woman who does the iMac?

01:00:00 ◼   ► Wasn't that a good example of them saying--

01:00:02 ◼   ► - Yes.

01:00:03 ◼   ► - She was the product manager for the whole iMac.

01:00:05 ◼   ► - Exactly, exactly.

01:00:06 ◼   ► - And interestingly, that's not her only job.

01:00:09 ◼   ► We found out later with all the interviews with her,

01:00:11 ◼   ► she doesn't just oversee the iMac,

01:00:13 ◼   ► she oversees a bunch of stuff,

01:00:14 ◼   ► but she was presented in the presentation pointedly as,

01:00:17 ◼   ► the iMac, she's in charge of it.

01:00:19 ◼   ► And they didn't have to mention,

01:00:20 ◼   ► oh, and by the way, also these other things, right?

01:00:22 ◼   ► So it immediately gave her legitimacy.

01:00:23 ◼   ► - That's Colleen Novielli is her name.

01:00:26 ◼   ► - Yes, thank you.

01:00:27 ◼   ► - It immediately gave her legitimacy

01:00:28 ◼   ► to speak authoritatively, to Marco's point,

01:00:31 ◼   ► of seeing the title, whether it's like,

01:00:33 ◼   ► director, vice president, like those words,

01:00:35 ◼   ► that carry weight.

01:00:37 ◼   ► Worldwide director of product marketing?

01:00:40 ◼   ► We all know who that is, right?

01:00:42 ◼   ► We put worldwide in front of things,

01:00:44 ◼   ► it sounds so much more impressive.

01:00:45 ◼   ► - So anyway, so after that video that punched me

01:00:49 ◼   ► in the feels, we had one of the women who was on stage,

01:00:52 ◼   ► whose again, name escapes me and I'm sorry,

01:00:55 ◼   ► who did the new health studies,

01:00:57 ◼   ► which I was excited to see the Apple Watch hearing study,

01:01:00 ◼   ► the Apple hearing study,

01:01:01 ◼   ► which is largely about the Watch--

01:01:01 ◼   ► - Her name given was Sambal, but no last name, no title.

01:01:05 ◼   ► - Wonderful.

01:01:06 ◼   ► The Apple hearing study, which is because the Watch

01:01:09 ◼   ► can obviously hear your environment.

01:01:12 ◼   ► The thing that I was most excited about and impressed by

01:01:15 ◼   ► was the Apple women's health study,

01:01:16 ◼   ► which includes infertility,

01:01:18 ◼   ► which is near and dear to my heart and osteoporosis,

01:01:21 ◼   ► and the Apple heart and movement studies.

01:01:23 ◼   ► So I don't think we need to talk too much about these,

01:01:26 ◼   ► but I think these are all really great examples of,

01:01:28 ◼   ► yeah, Apple can do some really navel-gazey,

01:01:31 ◼   ► really, you know, really selfish stuff,

01:01:34 ◼   ► but I feel like these health studies,

01:01:38 ◼   ► from everything I can tell as a non-doctor,

01:01:40 ◼   ► really do seem like Apple genuinely trying

01:01:43 ◼   ► to improve the world.

01:01:45 ◼   ► And they may or may not make a dent on the universe,

01:01:47 ◼   ► so, you know, if you will,

01:01:49 ◼   ► but I do think that they're doing the right thing here

01:01:52 ◼   ► and I am all on board for them continuing

01:01:55 ◼   ► to go down this path.

01:01:56 ◼   ► - Yeah, then we had another topic

01:01:58 ◼   ► that we'll probably actually talk about another day

01:01:59 ◼   ► of exactly how Apple is currently trying to address

01:02:03 ◼   ► the healthcare market and how they could best address it,

01:02:05 ◼   ► but right now this is what they're doing with these,

01:02:07 ◼   ► you know, they have devices that can participate

01:02:09 ◼   ► in healthcare in various ways and they are pursuing

01:02:12 ◼   ► sort of the, I don't wanna say the obvious things,

01:02:15 ◼   ► but like, look, they made a watch,

01:02:16 ◼   ► they intentionally put a bunch of health sensors in it,

01:02:18 ◼   ► they can record data,

01:02:19 ◼   ► then they can sort of alert based on that data,

01:02:22 ◼   ► and the fact they have these devices

01:02:23 ◼   ► that are attached to people that can do things for you

01:02:25 ◼   ► makes it the perfect tool for like, you know,

01:02:28 ◼   ► widespread studies where they need lots of participants

01:02:31 ◼   ► and Apple's like, we've got lots of customers,

01:02:33 ◼   ► we can actually help there.

01:02:34 ◼   ► You don't have to get, recruit a bunch of people

01:02:37 ◼   ► and get them to do some weird thing

01:02:38 ◼   ► if we can just gather data from people

01:02:40 ◼   ► who already have Apple Watches, you know, that's great.

01:02:43 ◼   ► - Yep, so speaking of Apple Watches,

01:02:44 ◼   ► now we're getting into the meat of the show,

01:02:46 ◼   ► the new Apple Watch Series 5.

01:02:50 ◼   ► The highlight feature here,

01:02:53 ◼   ► which has gotten us to the point that Marco

01:02:55 ◼   ► has already bought himself an Apple Watch

01:02:57 ◼   ► and he has sworn off his mechanical BS from 1812,

01:03:01 ◼   ► the display is always on, Marco, how excited are you?

01:03:05 ◼   ► - Finally, I can see the mediocre watch faces all the time.

01:03:08 ◼   ► (laughing)

01:03:09 ◼   ► - I can't believe you could be negative about that.

01:03:11 ◼   ► (laughing)

01:03:12 ◼   ► Finally, what do you mean finally?

01:03:14 ◼   ► Nobody expected always on watch display this year.

01:03:16 ◼   ► This is the standout announcement

01:03:19 ◼   ► of the entire presentation,

01:03:20 ◼   ► which is this alone puts this presentation above average.

01:03:23 ◼   ► That's why I didn't just say it's average.

01:03:24 ◼   ► - No, I completely agree.

01:03:26 ◼   ► Like in all seriousness,

01:03:28 ◼   ► this is a really huge upgrade to the watch

01:03:30 ◼   ► that I didn't think we were ready for yet.

01:03:32 ◼   ► Like I didn't think we were there battery life wise

01:03:35 ◼   ► to do this and you know, none of us have these yet.

01:03:37 ◼   ► We don't know what the trade-offs really are yet.

01:03:39 ◼   ► We'll find out, maybe there's some kind of weird thing,

01:03:41 ◼   ► but it seemed that they really pulled it off

01:03:42 ◼   ► and you know, even though the Apple Watch

01:03:46 ◼   ► is mostly not for me,

01:03:49 ◼   ► this was one of the huge reasons why I didn't like it.

01:03:52 ◼   ► That every time I glance at it,

01:03:54 ◼   ► there would just be a black rectangle

01:03:55 ◼   ► and I'd have to like twist my arm in a weird way

01:03:57 ◼   ► a lot of times and a lot of times it just wouldn't work.

01:04:00 ◼   ► It's funny, one of the,

01:04:02 ◼   ► so I do usually wear it during workouts

01:04:04 ◼   ► and one of the pictures they showed

01:04:07 ◼   ► was somebody holding a plank.

01:04:08 ◼   ► (laughing)

01:04:09 ◼   ► And like I have actually been doing that exact thing,

01:04:12 ◼   ► wearing a watch, wanting to see what's on the screen

01:04:14 ◼   ► and not being able to.

01:04:15 ◼   ► I can't rotate my wrist at that moment.

01:04:17 ◼   ► And I was like well I guess I'll just micro-targeted

01:04:19 ◼   ► advertising just at you.

01:04:20 ◼   ► - Yeah right, so like.

01:04:21 ◼   ► - It applies to me too, but yes, I agree.

01:04:24 ◼   ► - So like it actually, it's a huge upgrade.

01:04:26 ◼   ► That will, I don't know how, you know, how great it is yet,

01:04:30 ◼   ► but that will dramatically change

01:04:33 ◼   ► what it's like to wear the watch.

01:04:35 ◼   ► That's a huge, huge deal.

01:04:38 ◼   ► And you know, there's lots of details to work out,

01:04:40 ◼   ► lots of you know, design issues and questions.

01:04:44 ◼   ► One of the biggest things I wanna know is like,

01:04:46 ◼   ► what's it like to be in a room

01:04:47 ◼   ► with a bunch of these things?

01:04:49 ◼   ► You know like, if you're like in a room

01:04:51 ◼   ► and a bunch of people have watches,

01:04:52 ◼   ► is it gonna be distracting?

01:04:53 ◼   ► Like is it, or have they tweaked

01:04:54 ◼   ► the brightness algorithms enough

01:04:56 ◼   ► so that it doesn't seem like you're in like a sports bar

01:05:00 ◼   ► full of little tiny TVs on your body's wrists, you know?

01:05:01 ◼   ► - It is dimmer, it is dimmer in the ambient mode.

01:05:04 ◼   ► I'm assuming mostly to discharge, to say a battery,

01:05:06 ◼   ► but as far as I would tell from the people

01:05:08 ◼   ► taking pictures of the thing,

01:05:09 ◼   ► there is like a dim mode, which is kind of

01:05:10 ◼   ► the always on display, and then there's

01:05:12 ◼   ► I'm interacting with it, which is a higher brightness.

01:05:15 ◼   ► - Right, and the dim mode also simplifies

01:05:16 ◼   ► what's on screen, so any watch face

01:05:19 ◼   ► that has a white background, it switches it to black,

01:05:21 ◼   ► so it uses fewer pixels and saves energy.

01:05:23 ◼   ► It also removes the animated seconds hand

01:05:25 ◼   ► from the analog faces, so it doesn't have to keep

01:05:27 ◼   ► updating the screen at 60 hertz.

01:05:29 ◼   ► Like they said, they can slow down the refresh rate

01:05:31 ◼   ► to what they said one hert, which is one hertz in reality.

01:05:36 ◼   ► The unit is not called hert if it's only one.

01:05:39 ◼   ► But anyway, so that's a huge deal.

01:05:42 ◼   ► Like all the tech going into that,

01:05:44 ◼   ► all the advancement, the battery optimization,

01:05:47 ◼   ► the adjusting all the watch faces to support this,

01:05:51 ◼   ► I do think that this is probably the nail in the coffin

01:05:56 ◼   ► for any hope of there ever being third party watch faces.

01:06:00 ◼   ► Because this is the kind of thing that Apple really,

01:06:02 ◼   ► if there were third party watch faces,

01:06:05 ◼   ► they basically couldn't have done this,

01:06:07 ◼   ► or they would have had to put weird restrictions on them,

01:06:09 ◼   ► or things like that, and I can see them

01:06:11 ◼   ► just wanting to keep that control for themselves forever.

01:06:15 ◼   ► And that's unfortunate for me because

01:06:17 ◼   ► I really want third party watch faces.

01:06:20 ◼   ► One of the reasons why the Apple Watch

01:06:23 ◼   ► is not currently my favorite is because

01:06:25 ◼   ► I don't really love any of the faces right now.

01:06:28 ◼   ► I have minor or major problems with almost all of them.

01:06:33 ◼   ► And so it's not really for me,

01:06:35 ◼   ► but for everyone who it is for, this is a massive upgrade.

01:06:40 ◼   ► I'll also say, otherwise, we didn't get a lot of other detail

01:06:44 ◼   ► about what else is different about it, but that alone,

01:06:47 ◼   ► I don't think I'm gonna get one,

01:06:50 ◼   ► 'cause I don't use my Series 4 enough.

01:06:53 ◼   ► For my purposes of developing the app,

01:06:55 ◼   ► the Series 4 is probably fine.

01:06:57 ◼   ► My app doesn't even have a meaningful complication,

01:07:00 ◼   ► so I can't even say, oh, I have to test my complication

01:07:02 ◼   ► on the new Always On screen, nope, I really don't.

01:07:04 ◼   ► But anyway, it looks like a really good upgrade.

01:07:09 ◼   ► And if I were an everyday Apple Watch wearer,

01:07:13 ◼   ► I would seriously consider it because of how

01:07:16 ◼   ► incredibly different that the screen thing will make it

01:07:19 ◼   ► as just an overall experience.

01:07:21 ◼   ► As for the finishes, by the way, before I forget,

01:07:24 ◼   ► people ask me a lot about watch stuff

01:07:26 ◼   ► and the watch finishes.

01:07:28 ◼   ► I love that they introduced titanium.

01:07:31 ◼   ► I love that they brought back white ceramic.

01:07:33 ◼   ► The white ceramic, I can tell you, is fantastic.

01:07:35 ◼   ► I don't love with these new ones

01:07:37 ◼   ► that they've made the crown black on it.

01:07:41 ◼   ► It's kind of a weird contrast with the white.

01:07:44 ◼   ► I don't love that.

01:07:46 ◼   ► But otherwise, in the pictures so far,

01:07:49 ◼   ► the titanium really looks fantastic.

01:07:53 ◼   ► The one thing, though, and the hands-on people

01:07:57 ◼   ► who were there say that it was noticeably lighter as well,

01:08:00 ◼   ► which is nice.

01:08:02 ◼   ► The one thing that I will say, though,

01:08:03 ◼   ► is that I would strongly suggest anybody

01:08:06 ◼   ► who was on the fence about which one of these to get

01:08:07 ◼   ► or who was interested in the titanium maybe,

01:08:10 ◼   ► wait until you can see it in person

01:08:13 ◼   ► because it's a very different finish.

01:08:15 ◼   ► It is a brushed, it's like a horizontally brushed finish,

01:08:19 ◼   ► it looks like on the titanium from the pictures,

01:08:21 ◼   ► which the steel models are polished,

01:08:24 ◼   ► so they're high-polished, like mirror finish,

01:08:26 ◼   ► and then the aluminum models have that

01:08:29 ◼   ► kind of sandblasted look.

01:08:31 ◼   ► So titanium being a brushed finish is a very different look

01:08:36 ◼   ► and I don't know how that will appear or not in person.

01:08:40 ◼   ► I haven't ordered one yet, in part because I'm trying

01:08:43 ◼   ► to rationalize myself out of it,

01:08:45 ◼   ► but also in part because I can't decide which one to order.

01:08:47 ◼   ► I think, off the top of my head,

01:08:50 ◼   ► I think the light-colored titanium

01:08:54 ◼   ► is probably gonna look the best,

01:08:56 ◼   ► but until I see it in person, I wouldn't make that call

01:08:58 ◼   ► and I would suggest to you, our dear listeners,

01:09:01 ◼   ► you might not want to either

01:09:02 ◼   ► because these things can look very different in person.

01:09:05 ◼   ► - So I am extremely stoked to receive mine.

01:09:08 ◼   ► As I've said earlier, Aaron and I both ordered new ones.

01:09:11 ◼   ► I finally took the plunge on the smaller watch.

01:09:14 ◼   ► I'm rolling a, what is it, 42 millimeter series three.

01:09:18 ◼   ► I have little teeny tiny wrists,

01:09:19 ◼   ► so I went for the 40 millimeter series five cellular again

01:09:23 ◼   ► because I do love having it when I go running.

01:09:25 ◼   ► I am super pumped.

01:09:27 ◼   ► I want the titanium really badly,

01:09:29 ◼   ► but it's something that I don't see sticking around

01:09:31 ◼   ► for a long time.

01:09:33 ◼   ► I can't justify the cost.

01:09:35 ◼   ► I'll probably keep this watch for a year or two,

01:09:37 ◼   ► hopefully two.

01:09:38 ◼   ► As much as I like to snark on Marco,

01:09:41 ◼   ► I can't appreciate an honest-to-goodness mechanical watch.

01:09:44 ◼   ► And if this was a mechanical watch

01:09:45 ◼   ► that I was keeping forever,

01:09:46 ◼   ► I probably would do the $700 or whatever it is, titanium,

01:09:50 ◼   ► but no, I just went whatever the cheapo one was,

01:09:52 ◼   ► well, with cellular, the sport model with cellular,

01:09:55 ◼   ► and Aaron got the non-cellular one,

01:09:58 ◼   ► and I'm really excited about it.

01:09:59 ◼   ► Also worth noting that you can choose,

01:10:02 ◼   ► I think for the first time, right, that--

01:10:05 ◼   ► - Yeah, this is huge. - You can choose,

01:10:06 ◼   ► you can choose any watch case with any band.

01:10:09 ◼   ► It used to be that if you got a sport watch,

01:10:11 ◼   ► you could only get like sport bands

01:10:12 ◼   ► or a subset of the available bands.

01:10:15 ◼   ► Now you could get the cheapo watch with the link bracelet

01:10:19 ◼   ► or whatever the most expensive band of the day is.

01:10:21 ◼   ► And I think that's really great.

01:10:23 ◼   ► And I did their little online configurator thing

01:10:28 ◼   ► to use car parlance, which was good,

01:10:31 ◼   ► and it let you kind of visualize what you were gonna get.

01:10:34 ◼   ► I have a feeling this is gonna be really great in stores.

01:10:36 ◼   ► I'm a little curious how the packaging

01:10:39 ◼   ► is going to be for this,

01:10:40 ◼   ► especially if you buy this in store.

01:10:42 ◼   ► Do they hand you two different boxes?

01:10:45 ◼   ► Do they have an infinite array of combinations in the back?

01:10:48 ◼   ► I would assume not.

01:10:49 ◼   ► I'm curious to see how this works out, but--

01:10:52 ◼   ► - Well, do you buy a Series 4?

01:10:53 ◼   ► - No, no, no, no, no, no, no, I'm still rocking the 3.

01:10:56 ◼   ► - Because the Series 4, the packaging for the Series 4

01:11:00 ◼   ► was separated.

01:11:01 ◼   ► It was like, there was a very thin outer box,

01:11:04 ◼   ► but inside that box were two totally separate boxes.

01:11:07 ◼   ► One had the strap and one had the watch.

01:11:10 ◼   ► And then you had to assemble it after the fact.

01:11:12 ◼   ► So it seemed almost like they were kind of preparing for it

01:11:14 ◼   ► with the Series 4, and maybe just didn't get it all together

01:11:17 ◼   ► in time or whatever.

01:11:18 ◼   ► But yeah, it's already been separate for a year,

01:11:22 ◼   ► like in the packaging and everything.

01:11:23 ◼   ► - Gotcha, gotcha. - They were just bundled

01:11:24 ◼   ► together with a thin black outer box.

01:11:27 ◼   ► - That is some quality RTFU, thank you.

01:11:29 ◼   ► So anyway, I am really stoked to get these.

01:11:31 ◼   ► I am really stoked to have Always On watch face.

01:11:35 ◼   ► It doesn't bother me as much as I think it bothers you,

01:11:37 ◼   ► Marco, but it definitely bothers me.

01:11:38 ◼   ► I'm not sitting here and saying it's a non-issue.

01:11:41 ◼   ► It's an issue, and I am excited.

01:11:43 ◼   ► I'm really excited to have this on my wrist.

01:11:46 ◼   ► I really honestly am.

01:11:47 ◼   ► The GPS starts at $400, cellular starts at $500.

01:11:51 ◼   ► And also, we haven't touched on this yet,

01:11:54 ◼   ► and we're gonna touch on it more in a minute.

01:11:56 ◼   ► I am not even kidding.

01:11:58 ◼   ► When I tell you possibly my favorite announcements

01:12:01 ◼   ► of this entire event were the means

01:12:03 ◼   ► by which I can throw piles of cash at Apple.

01:12:05 ◼   ► Because literally as soon as the event was over,

01:12:08 ◼   ► I ordered two Apple watches.

01:12:10 ◼   ► I didn't have to wake up at midnight

01:12:11 ◼   ► or three in the morning or anything like that.

01:12:14 ◼   ► The keynote was over.

01:12:15 ◼   ► I went to the Apple website,

01:12:17 ◼   ► and I bought myself two Apple watches.

01:12:20 ◼   ► Or I bought the family two Apple watches.

01:12:22 ◼   ► That was awesome.

01:12:23 ◼   ► It was incredible.

01:12:24 ◼   ► There was nothing to worry about.

01:12:25 ◼   ► I wish I would've had a choice. (laughs)

01:12:28 ◼   ► If I would've known which titanium I was interested in,

01:12:31 ◼   ► if any, I might've already ordered one.

01:12:34 ◼   ► - Yeah, and we're gonna get on a deep tangent,

01:12:37 ◼   ► which we don't have time for.

01:12:37 ◼   ► But I would like to just say,

01:12:40 ◼   ► if you're not gonna let us order something today,

01:12:44 ◼   ► which they did with the watch, which I commend,

01:12:46 ◼   ► and I think in a perfect world, that's what I would want.

01:12:48 ◼   ► But if you have something like the phones

01:12:50 ◼   ► where you're gonna make us wait

01:12:51 ◼   ► a couple of days before we order,

01:12:52 ◼   ► why doesn't retail get examples of these phones

01:12:56 ◼   ► to put out right after the keynote?

01:12:58 ◼   ► And yes, I know, okay, leaks, yeah, yeah, I get it.

01:12:59 ◼   ► I'm just saying, in my perfect fantasy world,

01:13:02 ◼   ► it should be that the keynote is over,

01:13:04 ◼   ► and either that day or the next day,

01:13:07 ◼   ► I can go to my local Apple store and see these in person

01:13:10 ◼   ► so I can figure out what I want.

01:13:12 ◼   ► This is the firstest of first world problems.

01:13:14 ◼   ► But if you're gonna give us that delay,

01:13:16 ◼   ► then put the damn devices in the store so we can see them.

01:13:19 ◼   ► That would make it so much nicer.

01:13:21 ◼   ► - Yeah, that would be amazing.

01:13:23 ◼   ► - Finally, the Series 3 persists.

01:13:26 ◼   ► It is $200 for a GPS model.

01:13:28 ◼   ► I don't think they have cellular models

01:13:30 ◼   ► of the Series 3 anymore, but that is the cheapo watch.

01:13:33 ◼   ► And you know what, $200 for a not that old Apple watch,

01:13:38 ◼   ► I don't think that's a bad deal.

01:13:40 ◼   ► I think that's pretty good all in all.

01:13:41 ◼   ► - Yeah, that's a great, I mean, the Series 3,

01:13:43 ◼   ► yes, it is now two years old, but it's also still fine.

01:13:46 ◼   ► - Yeah, mine feels good.

01:13:47 ◼   ► I mean, granted, I don't really have a lot to compare to,

01:13:49 ◼   ► but I haven't felt like it's slow in the same way

01:13:53 ◼   ► my Series 0 absolutely did at this point in its life.

01:13:58 ◼   ► - No, I mean, the Series 0 was ungodly slow

01:14:02 ◼   ► on day one of its life.

01:14:03 ◼   ► - Well, fair, fair, fair.

01:14:04 ◼   ► - The Series 1 and 2, which are the same watch,

01:14:07 ◼   ► confusingly, but the Series 1 and 2 were faster,

01:14:12 ◼   ► in the sense they were less slow.

01:14:15 ◼   ► The Series 3 was the one that made

01:14:17 ◼   ► a massive jump forward in performance.

01:14:19 ◼   ► For them to keep that one around is totally fine.

01:14:23 ◼   ► I would have preferred the Series 4 as a developer.

01:14:25 ◼   ► I would have preferred that one to be the one

01:14:27 ◼   ► that sticks around longer because it has

01:14:28 ◼   ► the different screen shape with the rounded corners

01:14:30 ◼   ► and everything, and that would mean that all the old

01:14:33 ◼   ► square screens I could stop supporting a few years earlier

01:14:36 ◼   ► than I now have to support them,

01:14:37 ◼   ► but that's fine, we can deal with that.

01:14:40 ◼   ► I do wonder why the Series 4 wasn't the one kept around.

01:14:44 ◼   ► - Yeah.

01:14:45 ◼   ► - Either instead of or in addition to the Series 3,

01:14:49 ◼   ► why you have $200 for the Series 3

01:14:53 ◼   ► and then $400 for the Series 5, okay,

01:14:57 ◼   ► what happened to the Series 4?

01:14:59 ◼   ► It seemed totally fine, we have two of them in our house.

01:15:02 ◼   ► They're wonderful, I don't know, but oh well.

01:15:04 ◼   ► - Yeah, oh, and real time follow up,

01:15:06 ◼   ► the cellular Series 3 is available,

01:15:09 ◼   ► and that is $300 as you would expect.

01:15:11 ◼   ► - I wonder if the Series 4 is a manufacturing line thing,

01:15:14 ◼   ► 'cause the Series 5 is basically, as far as I can tell,

01:15:16 ◼   ► physically identical on the outside

01:15:18 ◼   ► in terms of dimensions and everything as the Series 4,

01:15:21 ◼   ► so maybe there's some-- - Ah, that's a good point.

01:15:23 ◼   ► - Some shares, I don't, maybe they're not in volumes