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From Relay FM, this is Upgrade, episode 320, and today's show is brought to you by Hover and Hello.
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My name is Myke Hurley and I am joined by Mr. Jason Snell. Hello, Jason.
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Hello, Myke Hurley. What are we doing back here?
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Well, I have a #snowtalk question that I hope can shine some light on that, and it comes from me, and it's to you.
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Jason, why are we doing this extra episode today?
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All right, well, on Tuesday after—and, you know, Upgrade is, as you know, Myke, traditionally a Monday show.
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On Tuesday, which is traditionally the day after Monday, Apple announced that they were doing an event on the following Tuesday, seven days notice.
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And that would mean that we would do an episode on the 12th, like we did the last time, a Monday episode that would be the draft,
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immediately followed by a Tuesday episode that would be the post-event shenanigans.
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And we swore last time—we swore a lot, actually, for a lot of related things, but one of the things we did is we swore that we would try, this time,
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to space out the draft episode a little bit for our sanity, but also to give listeners a chance to listen to the draft,
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because there's nothing worse than recording an episode that will be invalidated less than 24 hours after you recorded it,
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because, you know, people listen to podcasts. It takes them a little while, usually, to listen.
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So this is our interim episode. This is what was the Monday episode last month, and it's our interim draft episode.
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Because we also, as we teased last time, have an interview with two Apple executives.
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And, of course, that interview is here taking place before whatever Apple announces on Tuesday, and we wanted to get it out in that context.
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So this is not just a draft episode. It is also an Apple interview episode, which is very exciting.
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Yeah, and whilst I am, of course, itching to get to the draft, I think the best way to start today's episode is to roll that interview.
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So here is our time now with Tim Millet, who's vice president of platform architecture at Apple,
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and Tom Boger, Apple's senior director of Mac and iPad product marketing.
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And to help you distinguish between their voices, Tom will be answering the first question.
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All right, Tom and Tim, thank you so much for being on Upgrade. It's great to have you here virtually.
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It's great to be here. Good to see you guys again virtually.
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On a podcast, everybody is a disembodied voice.
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I want to start with a big picture thing. 2020, it's been a pretty big year for the iPad.
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I know we're going to talk about the new iPad Air a little bit more in a moment,
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but I was wondering if you had any thoughts, something you could touch on, on just kind of all the stuff we've seen in the iPad product line the last 12 months.
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You know, the new iPad Pro with the A12Z, we added, you know, there's Trackpad support and the Magic Keyboard.
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iPad OS 14 has shipped and the iPad Air.
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As somebody, you know, Myke and I are both big fans of the iPad.
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It's been, when you think about 2020, it's been a huge year for iPad.
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It absolutely has. It's been an amazing year for the iPad.
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You know, well, first of all, let's just talk about how important the iPad has become in people's lives, right?
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People are using it to work from home, learn from home.
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Healthcare workers are beginning to use it.
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People are doing all kinds of new things with the iPad.
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I was having this conversation with somebody a couple of days ago that I cannot believe that it has only been like since March of this year that we got the trackpad support.
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Like it feels like so far, long ago now.
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Yeah, it's just and I think it's a and people are loving it, they're embracing it.
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And it's just a really natural way that we brought that support to iPad.
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It just feels, you know, if you're going to bring trackpad and mouse support to the iPad, you know,
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what we're hearing from customers is that the way we implemented it just feels really natural and just really complements the touch first interface of an iPad.
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Yeah, it's gotten to the point where it just feels like the way I have always used my iPad.
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Like I'm so used to it now and that was a very, very quick thing to learn.
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So with the new iPad Air, I think what we're definitely seeing is a lot of features that are found on the iPad Pro making their debut.
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So like it supports the magic keyboard with trackpad, the design and there's a lot of interesting things that are coming down the line there.
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How do you decide which features are best to trickle down the product line and when the best time is to do it?
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Yeah, so you're right in observing the fact that we've brought some of those great pro features from the iPad Pro down to the iPad Air.
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And, you know, really, we with the iPad Pro, this is where we push the limits of iPad.
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Right. And bring in the latest technologies and, you know, the highest performance, etc.
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And the most lenient features. And with iPad Air, what we try to do is pick those features that we think are going to resonate in terms of just making some of those features more accessible to more people.
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They're really excited about the new design. They're really excited about the new colors.
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I don't know how, what colors, do we have a blue, do we have a green? What colors are you guys, is your favorite?
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I love the blue. I would love a blue iPad Pro.
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I was going to say, that's not a feature that's trickled down from the iPad Pro.
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Yeah, or up. If you're taking feature requests, that's one from me.
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Yeah, and so then, you know, we also brought USB-C and, you know, put the speakers in landscape mode and we did a ton of things to do in iPad Air.
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But I think one of the most exciting things is the A14 Bionic.
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And, you know, to debut this new chip in this new Air is really exciting for us.
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And it just takes that great iPad performance and ratchets it up to 11 and just gives people, you know, that really rich, unique iPad experience like they've never had before on an Air.
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Yeah, I'm just, you know, it's interesting to see the balance of what goes, because one of the things that we've talked about is how aggressive Apple has been in taking features that you might have sequestered away in the iPad Pro for longer.
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And instead been much more aggressive saying, you know, we're going to make new iPad Pro features down the road, but we're going to bring like Apple Pencil and now Apple Pencil 2 on the iPad Air down.
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And I think that's an interesting way to go. You do see cases, so the new iPad Air has Touch ID. It does not have Face ID. It doesn't have that sensor that's in the iPad Pro, but instead it's got a reinvented Touch ID button.
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So what goes into making a decision like that to say, well, we're not going to bring this feature down.
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Instead, we're going to engineer a new Touch ID sensor and have that be how we authenticate on the iPad Air.
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Yeah, that's a great example of where, you know, one of the goals of the iPad Air is to make some of these fantastic technologies more accessible.
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And so what we really wanted to do was, you know, bring that new design to the iPad Air, that liquid retina display, have that display extend on all sides.
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And we decided in with this iPad Air that we will re-engineer Touch ID right into the top button.
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It's a really incredible feat of engineering in terms of, you know, making that sensor much, much smaller.
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It's the smallest sensor we've ever done right in there in that top button.
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And, you know, it's more efficiently read your fingerprint data.
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And it's just a really great experience in terms of being natural.
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And people love Touch ID. It's fast. It's secure. And it's really easy to use.
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So we had the opportunity to get to ask our listeners, who are called the Upgradients, to send in some questions for you both.
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And Jay Mush asks, "What role does the iPad play in your own lives, both personally and professionally?"
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And also, have you seen in and around people that you work with at Apple, do you find many people who spend a majority of their day working on the iPad?
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Is that a normal thing to see at Apple Park?
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You know, I wouldn't mind jumping in on this one.
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As an engineer, and I do a lot of technical work, most of my day is spent doing whiteboarding on a normal day, sitting in my office with colleagues, working with my team to try to think about the future.
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And we've been restricted from that in the last few months. We've been in our houses working from home.
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And iPad has become an essential tool for me.
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I'm on my iPad pretty much from 6.30am talking to folks in engineering teams we have overseas, all the way through 7pm with the local folks.
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And it is the workhorse for our remote meetings, for our logging in.
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And it's my engine for collaboration. I can pull my pencil out. I can share my screen with others and draw the whiteboard pictures that I used to be able to do in person.
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And, you know, it's the thing I wake up reading the newspaper with. It's the thing I go to bed doing the crossword with.
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So, I mean, it's a whole day. And this time period especially has made it even more so.
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Yeah, I couldn't have said it better. It's a whole day, right?
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Everything from when you wake up in the morning. Obviously a lot of us are spending time most of the day video conferencing, working on the event that we just had.
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And for me it's an incredible tool as well that I use all throughout the day.
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I guess one of the great things about the iPad is it will last the whole day as well. Right? Like the battery will get you through the entire day which is one of my favorite features.
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Well, and I think that's a great segue into the silicon. Right? Tim can talk to this but we have a relentless approach with our silicon in terms of efficiency and power consumption.
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And you're experiencing that when you have that great battery life in your iPad. So I'll turn it over to Tim and he can talk more about that.
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Yeah, there was something that I wanted to ask about this actually because I think one of the things that I know that Tim in the presentation in September that you really pressed on was going to a 5nm process.
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And for people who follow processes and keep their eye on this market, they know that's a big deal.
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But for people who don't, it just seems like another number or they may have never even came across this term before or could understand why it's important.
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It's too smaller. It's not 7, it's 5 now.
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And it's like why not 3? Right? Like if you can just… Right?
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So could you explain a little more broadly why it's important that process sizes keep shrinking and why going to smaller process sizes can make the A14 better than what it's replacing?
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Yeah, absolutely. So as a silicon architect and I've been building chips for about 30 years in the valley, this has been part of the essential toolbox that we have in building chips.
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We do a lot of work to try to architect the blocks in our chips, the CPUs, the GPUs, neural compute with the toolbox that we have.
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And when we get a new node, when it's available to us, it's a huge, huge win for us in a few dimensions.
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The first one is really just the size. I talked about this in the presentation about how small the features of these transistors are getting.
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You know, you can measure these things in atoms and it's true.
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It is a big win for us because it allows us to put more transistors down in a similar space.
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If you think about a piece of silicon, the chips are diced out of a wafer that's about 12 inch wafer and you imprint a large number of chips on that thing.
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Well, the smaller the chip, the more parts you can get per wafer.
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And so what this allows us to do is to deliver more features, which in a lot of cases also allows us to improve the energy efficiency of the solution because we can go wider and run the clocks a little bit slower at a lower voltage.
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That translates to lower energy usage. So things like a GPU, for example, we can enhance the GPU.
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We can run those four cores at a lower voltage and still deliver amazing performance.
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We can also take those same transistors and raise the voltage and boost the performance of that GPU way, way up for brief periods of time when a game or a UI transition demands something really, really snappy.
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You know, the transistors are really the fuel we use to be able to enable a lot of the new features.
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It gives us space to put new things down at the same silicon investment.
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And it allows us historically to, again, get better energy efficiency and improve the performance of the transistors.
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So the performance of the transistors is where the CPU really depends on it because it wants those transistors to really snap.
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And the faster we can get those transistors to switch, they're like small switches, like zero and one, faster we can get them to switch, the higher the peak performance of our CPU.
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And the other piece of it, because we work super closely with our foundry partners, we make sure that those transistors are operating at the peak efficiency.
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We help them dial it right in because there's lots of choices they can make.
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They can go for ultimate peak performance at any power.
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That's not the way we design our chips. We're trying to find that balance.
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It's all about energy efficiency because we know when we build our chips for these really beautiful works of art, I like to call them these thin, beautiful iPad Airs, you know, our job is to fill up that enclosure to be able to deliver at the most efficient point, the most performance anybody can deliver inside that beautiful work of art.
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Yeah, that's that's one of the advantages that we have, right, where we build our silicon for our products.
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And so we have a very clear objective with our silicon in terms of what we're designing for.
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It's funny that you mentioned sort of the collaboration within Apple because that is absolutely Apple's, I don't know, secret sauce, something like that.
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There's a thing that Apple does, integration.
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I'm curious how that works in the sense of when you're designing a processor, surely there's some sort of give and take between sort of people working on the product side who might have some specific functionality
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that they want your silicon to enable. But also, I imagine that you're thinking of the trends that you're seeing in your work and how they might be able to be leveraged by new things in the product.
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Within Apple, how do the teams work together and communicate sort of when you're planning an attack?
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Because it's got to be quite complex to say, you know, you can't just wake up one day and say, I know what I want to put in the next iPhone.
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There has to be a game plan and there has to be conversation between the teams about what's possible and what's wanted.
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Yeah, that's Apple in and out, inside and out. You nailed it.
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I mean, you just drive the complexity, but that's how Apple is structured.
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So it's not just the neural engine, but the entire chip is an amazing platform for machine learning.
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Yeah, we think machine learning is a really interesting space.
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The breakthroughs that have been happening in that space are very visible.
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You see them all over the place, and you see us doubling down on it for a lot of the features that we're putting into our products.
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I think iPad is becoming a really great platform for a lot of third-party applications as well that are taking advantage of it.
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And so when my team looks at the compute associated with it,
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we recognize the amazing performance and power efficiency of our neural engine as if you have a really big, heavy machine learning job, that's a perfect place to put it.
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But we also appreciate that machine learning is a moving target.
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Lots of people have new ideas, new algorithms every day.
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We want to make sure we have a flexible engine.
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So our GPU is tuned for certain machine learning algorithms that are a little bit less.
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When you think about if somebody wants to try something new, it may not fit exactly on the neural engine.
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Or if somebody wants to tinker and they want to experiment with the new algorithms, well, the GPU is a fantastic platform for that.
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But on top of that, somebody might want to do a very lightweight thing,
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maybe some kind of application around audio that doesn't require the kind of big bandwidth requirements that a neural engine or a GPU would use.
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Well, the machine learning accelerators on the CPU are fantastic.
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I mean, it was a huge -- we wanted to make sure that the CPU, the GPU, and the neural engine, if you think about it, it's a bit of a waterfall.
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We make sure we have an appropriate place, that there isn't a performance cliff in any of these three compute engines.
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So there's a natural way for folks to find the right compute engine for the application that makes sense.
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So you mentioned with the A14 the Bionic name.
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We had a question from a listener, Ben, who says that you had previously used the name Fusion
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and you've been using the name Bionic with the chips in iOS devices for quite a while.
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What is it that makes you continue to use the term Bionic for these chips,
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and do you think that there is a possibility in the future that the name could change again?
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Well, the future, there's always possibilities in the future, as you guys know.
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No, the Bionic name is in reference to this amazing capabilities that we just talked about from a machine learning.
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It's that melding of the mind and the machine, and so it's a name that we love, and we continue to use it with A14.
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You almost called it a fusion there, but that would have been confusing.
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Well, and actually, speaking of fusion, that's another architectural element of A14 that makes our silicon very distinct.
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That's this whole concept of performance cores versus efficiency cores.
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So, Tim, how about we talk a little bit about that?
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Absolutely. I can talk about chips all day.
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When we started this whole thing, we recognized that the performance that we were achieving in the phone every year was just moving us up and up,
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and it was super valuable to the software and the applications running on the phone.
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But we also recognized that as we did that, we do a lot of workload analysis.
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We take a look at what's running on the phone on a given day, what's the typical user actually doing,
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and we saw that there was a lot on the -- you know, we think about power and performance.
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There's a lot of low power, low performance use cases, background tasks, things running on the phone all day.
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And as we wanted to really enable the bigger processors to keep moving up,
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still maintaining efficiencies at levels that are better than anything else that was out there,
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we saw an opportunity to build a core specifically for these smaller tasks, these lighter weight tasks,
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and recognize that we could do a dramatically better efficient core in that space for those important things.
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So the way we rolled that out is we began with that fusion concept that allowed the processors to look kind of seamless.
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You transition your workloads without really identifying it.
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And then we increased the number of these cores, and we built a lot of scheduler technology.
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We built some -- in my team, again, through the workload analysis,
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we work super closely with the folks in the software team that write the OS scheduler for iOS,
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and we figure out a way to seamlessly find those really, really efficient --
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those tasks that really want to be on the efficient core, and we move them down there aggressively.
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Because we know at the end of the day the users want the battery life through the day to work on maybe the fast UI,
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the games, the other things that they're doing, the amazing scrolling performance on the iPhone.
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But they don't care if there's background work that Mail is doing on the background,
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that it has to be running in real time.
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They want that to be super efficient so it saves the battery for the stuff that they care about,
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That sounds right, so I thought about picking that.
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The one model available by October, so some in October, some in November, those were split into different ones.
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I'm not entirely convinced that they'll ship them in October, even if they announce them.
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I think something's coming in October, at least one of them.
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I think, you know, ideally it's coming on the 23rd or the 30th, right?
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So, that's why that pick is there, but I think there is a risk that it might even be later than that.
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And the other one we had that I thought about picking is camera hardware updated or upgraded.
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And that's just something, it's not the same cameras and LiDAR doesn't count for that.
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Those are the ones that I didn't pick.
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I was thinking about picking that one because of the rumors now.
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But, to be honest, I've read one rumor that gave any information about this.
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I have not seen this referenced anywhere else to my memory that there was going to be significant upgrades to the camera hardware this year.
01:07:31
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If you buy more than one, they have a special discount of up to $20 off depending on the size that you are for.
01:07:37
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They have fast free shipping with every order and 1% of all profits are donated to The Nature Conservancy.
01:07:43
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So give it a try. If you love it, you keep it.
01:07:45
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If you don't, just send it back as H-U-L-L-O-P-I-L-L-O-W.com/upgrade.
01:07:52
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Thanks to Hello for their support of this show and Relay FM.
01:07:55
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Okay, Jason Snell then let's move into the non-iPhone picks because it seemed like it was all going up in the air.
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I wasn't sure what was going to get included. What wasn't in this event wasn't as easy as the last one even, even though that was difficult.
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So we are going with non-iPhone picks. We have five and these range across categories like the Macintosh, audio, software, and a very large miscellaneous bucket as well.
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And hey, if you're feeling wild, maybe you want to put an iPad pick or two in.
01:08:28
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Jason, would you like to start us off with the sixth pick in the Upgrade 2020 October draft?
01:08:34
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Sure. I'm not going to wait around. I'm going to just jump right in.
01:08:40
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Okay. Tell me what you think, Jason Snell, this product might look like.
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Well, smaller and cheaper, fewer speakers. Apple will say, "It sounds good enough."
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You know, clearly the story of the HomePod is that it was overpriced and over-engineered.
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And they really want people to have, they want a beachhead in people's homes, but they need to make it more affordable.
01:09:05
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It can act as a home kit hub as well, which is nice and enables a whole bunch of other automation stuff as well if you don't have an Apple TV.
01:09:14
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And, you know, so I think that they will try to find a reasonable price.
01:09:18
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There are rumors about $99. I don't know if I believe that.
01:09:21
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Again, take that and then add money to the price because you always have to add money to the price.
01:09:27
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I would be surprised if it was under $149.
01:09:30
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Yeah, let's say it's $149 or maybe even $199, but it'll be smaller and cheaper and not sound as good.
01:09:36
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But they won't say that, of course. They'll say, "We've gotten a lot of feedback and we want to have even more of these out in the wild," or whatever they want to say about it.
01:09:44
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But that's my, I'm not setting the over-under of HomePod pricing at $99. I'm saying $200.
01:09:50
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So anywhere under there, I will consider it a cheap new HomePod.
01:09:54
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I think I would maybe be interested in this product for my studio. I don't know if a HomeKit-like stuff.
01:10:03
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But my HomePods have been annoying me recently. They've not been reacting to the wake word.
01:10:10
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I think what's happening is it's allowing another device to answer, but the other device is allowing the HomePod to answer, so just nothing happens.
01:10:21
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This happens every now and then for me, and then it just starts working again, which is very frustrating because I never have these issues with the Echo devices that I have at home.
01:10:46
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Oh, you took my pick. I put that on the list and then I was going to pick it because Jaws will present is a good one.
01:10:51
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Greg Jawswiak, recently elevated to head of marketing.
01:10:55
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He's often on stage for things like iPhones, and so how would he not appear and present?
01:11:01
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So that's a good choice for stagecraft.
01:11:04
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I'm really keen to see exactly who and how these iPhones are presented because it's like that was always Phil's thing.
01:11:13
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For years Phil has done this, especially when there's a lot of camera stuff because it seems to be something that he really cares about.
01:11:21
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I wonder, will Phil appear at all? I don't know.
01:11:26
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Will Jaws and Phil maybe share some of the plethora of iPhones we have, or is Jaws going to be jumping in at the deep end with four iPhones to talk about?
01:12:32
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We've had this one in here. It's come backwards and forwards. It sometimes brought great joy. Sometimes brought great heartbreak for the picker.
01:12:39
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Well, alright. I don't really have much more to say about that, my friend, because you've blown me away going for that so early.
01:13:01
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Back in the chip lab. But this one feels a lot for me. I know we've already got details about the A14, you know, we spoke about them last time.
01:13:09
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But this is an important part of the iPhone. Apple is very proud of the speeds that they can get their phones to work at.
01:13:16
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And I still think that there is more information about the A14 that we don't have yet.
01:13:21
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And so I think that we're going to see a more extended presentation about this and I do believe it will be back down in the chip lab because that is a super cool place to present from.
01:13:33
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Yep. I agree. I think I put this on the list.
01:13:59
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That's why I liked this pick because it is a little bit trickier.
01:14:03
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There are some qualifiers to it and I think that's the right way to do it because Apple talking about the A14 chip just seems a little too obvious as a thing to have, I think.
01:14:14
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Well, with my next pick, I'm going to make some upstream fans excited because I think it's a real question if Apple is going to talk at all or very much about Apple TV.
01:14:33
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And the big one, and the one that I think that they're not going to be able to resist mentioning at least in passing, is the Emmy Awards because Apple TV+ won an Emmy Award.
01:14:46
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And so I think they will mention the Emmy Awards.
01:14:49
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The Emmy Awards are mentioned is my pick.
01:14:54
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The only reason I haven't picked it before now is it was kind of like on the lower half of my personal list that I put together here, the things that I want to pick.
01:15:55
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So it's not actually going to be ending at the end of October for people if they took advantage of it when they picked up the new iPhone.
01:16:02
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I still believe that Apple will extend this further for people buying new stuff.
01:16:08
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But it made sense for them to kick this down the way a little bit because they haven't got the content ready that they wanted at this time to encourage people to become subscribers.
01:16:22
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So they've moved it out until February.
01:16:25
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But my pick is trailers of Apple TV+ content for pick number three.