166: The Machine That Makes Money
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>> From Relay FM, this is Upgrade, episode 166.
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Today's show is brought to you very kindly by folk over at Eero, Casper, and
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My name is Myke Hurley, and I am joined by Mr. Jason Snell.
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Hello, Jason Snell.
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>> Hello, Mr. Myke Hurley.
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How are you doing?
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>> I'm doing very well, Mr. Jason Snell.
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I understand that you are much better rested this week than you were last week.
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Yeah, I got a little more sleep because I was having a little sleep deficit and it's
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turned really to the fall here in Northern California.
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Hey, but Jason Snell, Jason Snell, nobody cares about that.
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The leaves are turning.
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Jason, no one cares about it.
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It's time for #SnellTalk and this week's Snell Talk question comes from Pete and Pete
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wants to know, "Regarding the Series 3 watch dot, did you ever believe, Jason, that you
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would beat Myke to putting a sticker on a new Apple product?"
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Uh, why you have to lash out, Pete?
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Why you have to do, why, why, why are you going to put that hate on me, Pete?
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So, uh, I, I have a couple of statements here.
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One is, I do have a, first off, it's not a sticker.
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It's a decal.
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It's totally different.
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That's not, no, that's the vinyl decal.
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So, so, so many of mine, Jason.
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Well, those, those are better than, than your paper stickers.
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And second, I actually have decals
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on most of the Apple products that I use.
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My iMac has a rainbow Apple logo decal on it.
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My MacBook Air has a rainbow Apple logo decal on it.
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Always be branding, always on brand.
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So it's not quite as surprising as you'd think.
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And the funniest part is that I didn't get a watch dot
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that was black to make my space gray phone
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or space gray watch less recognizable.
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Instead, I got one that was orange.
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So it could be just a little bit off from the red
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and go with my orange sport band
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that I wear most of the time.
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So I have thought about it.
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Yeah, it looks, I mean, it's subtle, right?
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In the sense that you could be like,
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"Oh, that's that red dot."
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Well, it's not quite a red dot, it's orange.
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I have thought about buying black watch shots though
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and just putting it on and being like, "Forget about this."
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So maybe I'll get there.
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But yeah, Pete, you know, I contain multitudes.
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I sometimes put stickers on things.
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I got stickers on the back of my iMac.
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I got stickers on my iPod Hi-Fi.
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That's covered with stickers
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'cause who cares?
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It's an iPod Hi-Fi.
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So yeah, anyway.
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Also somebody pointed out,
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here's a little Snell Talk follow-up.
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Somebody pointed out that iOS 11, I think,
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officially does away with the last vestiges
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of iPod Hi-Fi support.
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That it used to be certain devices
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could still attach to the iPod Hi-Fi via adapters
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and see it and have the setting for like the EQ and stuff.
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And that's not in iOS 11.
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They took that out.
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It's about time.
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I can't believe it lasted.
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I'm mind boggling that it's lasted.
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- Honestly, if you're going to use the iPod Hi-Fi
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with an Apple product attached via the dock connector,
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it needs to be a vintage Apple product.
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- Yeah, you've got like a little iPod Nano
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just like constantly fixed to the thing
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and then that's just how it powers the music.
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Like that's the only way that should work really.
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- Or you do what I do, which is the aux input.
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And I actually wish, here's a thing
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that somebody with a 3D printer could make for me
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if you're feeling really, there's a huge market for this,
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which is, you know, the iPod Hi-Fi has that dock insert.
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So it came with a like oval thing around the dock connector
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that was a fairly deep depression.
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And then it came with a set of plastic connectors.
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And for a while, when you bought like an iPod,
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it would come with a dock connector
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and they were creating like a universal system
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where they could custom shape the bottom of your iPod
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to the dock connector.
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So what I'm saying is somebody could make one of those
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that is designed to go around the dock connector,
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but totally cover it and make the top
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of the iPod Hi-Fi smooth.
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- You could at least sell one of them to you
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and one of them to Steven and that's the whole market.
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- Yeah, yeah, it's basically put mothball,
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the dock connector of your iPod Hi-Fi
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'cause that's where I have my little relay FM wood block
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that you guys gave the hosts last year or two years ago.
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That's where it is,
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it's covering the unsightly dock connector.
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So they're product idea, they'll sell a couple of them.
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two, maybe even only one, who knows. If you would like to send in a question to open the
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show just tweet with the hashtag SnellTalk and I'll be able to pull them into a document
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and bring one out for a future episode. Thank you to Pete for sending in his question. So
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let's go talk about some follow up. I saw a couple of people tweeting about this and
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noticed it myself but we didn't talk about it last week because there were so many more
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other things going on. The lovely leather sleeve that appeared for the iPad Pro last
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year or earlier this year I should say now exists for the MacBook too. There is now a
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12 inch MacBook leather sleeve available. I saw them in the Apple store when I was there
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on Friday. So if you want to carry around your MacBook in a lovely little leather pouch
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in either Saddle Brown or Midnight Blue, go wild. It's only $149.
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So I have the, because it was part of the Apple review unit kit, I have that leather
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sleeve for the iPad Pro.
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And I always think about using it, like oh this is really nice, maybe I'll use this when
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I travel, and then I think, nah.
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So I think it really is somebody, if you've got like really nice like a business, like
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a briefcase, and then you've got this inside it and you want it to be all very nice and
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leather and high quality and stylish and all that then great but in most of my cases I've
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like I've got bags with places you put a laptop or a tablet and that's enough.
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I really love to look at that thing though. Like I really do.
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It looks great. My issues aren't with the look or the quality of it. It is an amazing
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piece of leather work. I think I mentioned on the show before that I was talking to Matthew
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Panzareno from TechCrunch about it because he's a shoe guy. He loves shoes and he was
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talking about how he's noticed and that other people who know about like leather
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and stuff have noticed how Apple's leather game is so much better than it
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was when they did the first watch bands and that they've like they've really the
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leather products that they make for these accessories are so good and here I
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mean it's a beautiful all these sleeves are beautiful and there's a reason they
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cost what they cost they are a very high quality very attractive I don't the
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utility does not follow for me. Like it's just not the kind of thing I would use.
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But if you're somebody it appeals to, they are beautiful and well made.
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Last week on the show we were discussing the notch on the iPhone X and wondering
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if any app developers could actually make use of the space, right? You know, we
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were talking about the fact that most of the apps that you'd seen, Jason, it was
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mostly just people were extending the color bar or whatever right to the top.
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like for a fantastic L is a good example. They just fill the notch like the the ears
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on the side of the phone. They just read right like the status bar just extends. There is
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a an application called I'm going to say it's Halide. I don't know how you pronounce this.
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Halide. Halide. Thank you so much. H A L I D E. It's
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a camera application. I'm assuming that Halide is some kind of camera thing.
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It's a film reference. Yeah. There you go. Thank you. I don't understand professional
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camera apps. So I downloaded this app and I didn't know what I was doing, but it looks
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very powerful. But what this application is doing, it's putting some, I think it's like
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focus information and graphs and stuff up into the notches so you get more screen space
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for the image itself. They're not covering up the image with any information. Instead,
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they're putting it right up the top and making use of the full screen. I was really excited
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to see this because it shows that people can use this in interesting ways and it enthused
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me to think of how are developers going to embrace the notch as a design element and
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I think that this is not just a flashy looking thing, there's actually some real utility
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in the way that they've made this app and used the full screen to their disposal.
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- Not every app is going to need to do that.
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And I think I've enjoyed some of the apps
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that are more just sort of extending their user interface
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or perhaps they're, I think it's carrot weather,
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like they're little clouds and other things
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that kind of extend up there.
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It's not just the background.
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You can draw things up there
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and sort of you extend your background texture or pattern.
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And it looks nice, but there are some examples where,
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yeah, you can just take that area over
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and you put indicators in it.
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And that's great, looks great.
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And also some follow up from a few weeks ago. We were talking a bunch about Apple's potential
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streaming service and what their content might look like. Well, there was a report from Recode
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and Bloomberg a couple of weeks ago from Peter Kafka and Lukas Schur, respectively, that
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Apple are apparently, when they're talking to Hollywood executives or they're talking
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like about people wanting to pitch content to them, that they want family friendly content
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for their streaming service. They do not want to feature sex or violence in their programming.
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And me and you were talking about this and I think we both came to the belief that we
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both kind of agreed to the point that we believe that they would have this right like they
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would go in the HBO direction. But it looks like they have said they want to be family
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friendly. Apple want comedies and emotional dramas with a more broad appeal. That and
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there's a good I think this is hilarious quote they don't want kids to see a
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stray nipple is a is a quote that came from from somebody in Hollywood so this
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may be true although I I still have a hard time believing that this is
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absolutely the long-term story if you read the recode story I think it is
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closely what you'll see is a description of how they anticipate apples roll out
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of this service to be yeah which is they anticipate that the first shows that
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that are stoking interest in Apple's originals are going to be either given away to everyone
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who owns an Apple device, or they're going to be, you know, maybe they'll be part of
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Apple Music, but the suggestion in the Recode story is that everybody who gets an Apple
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device is going to be given these shows. And there's a question of, will that mean they
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launch the service and if you've got an Apple device you get the first six months free or
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something like that, the first three months free, where they would drop these first shows.
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The point in the Recode story is that they anticipate that the initial shows are going
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to be available to everyone, and with no filter and no sort of self, you know, trying to--I
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guess the way I would put it is it's a little more like turning on broadcast TV, in the
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sense that everybody gets it. You don't choose to sign up for it, or choose to tune in for
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And what they want is to make those shows have broad appeal and not lead to stories about "I was offended by this thing that Apple did"
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even though we are full of adult content shows these days.
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So I think I'm gonna choose to read it, and maybe this is WishCasting, but I'm gonna choose to read that as
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Apple's launch plan is for broad, because they know those first shows are gonna get sampled broadly,
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and then when they're building their subscription service they will start to add shows that have more limited appeal
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like, adult appeal because they want, you know, they want to have a spread of it. But
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Tim Goodman and I talked about this on TV Talk Machine last week, and, you know, his—he's
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about as incredulous as I am that, like, if Apple—I mean, he went so far as to say,
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like, if Apple's goal here is to just make network TV on streaming, it will fail. Like,
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I get the Apple's—so this is the mystery, is does Tim Cook come in and say, "Nope,
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family programming, we don't want any of those things, which is like, Jeff Bezos was like,
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I want the next Game of Thrones. Okay, well, you know what's in Game of Thrones, right?
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Sex and violence and language. That's what's in, in nudity in Game of Thrones. All those
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things are in there.
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- Amazon don't want, already have content like that though anyway.
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- Yeah, oh yeah, oh yeah. They don't care. But this is, this is what I'm saying is, is
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you can't, somebody could argue this point, but I would disagree with them. I don't think
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you can go to creators who are going to create the very best content that's going to win
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you Emmy awards and have everybody talking about your content and say, "You can do whatever
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you want as long as it's something that would air on NBC." I don't think that's going to
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work for them, because I think the creators want the freedom to do things that they feel
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are more realistic, and yes, titillating, but also realistic portrayals of people saying
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bad words and having sex and being naked because people do those things, just not on network
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So I'm choosing for now to parse the recode statement that this is all about launch and promoting this service and trying to cast as wide a net as possible.
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But it will be interesting if Apple comes out with these shows and the take on them is that they're all kind of vanilla and boring.
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boring and I think it will limit Apple's ability to sign top tier creators if they say, "again,
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we will give you lots of money but your constraint is going to be that you have to be at a network
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TV level of standards and practices."
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I basically agree with everything you said. I think that this is their starting point,
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this is their free, this is the first taste type stuff so they want to get everybody but
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They know they're not stupid right and they've brought in people that also know right that know better than anybody right like they've hired
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Great people and you'd expect that you know, we did those guys that they got from Sony
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If they thought that they were just gonna be making like full a house
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They probably wouldn't have come on board right like I would expect they know the long-term plan
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And that that it you know
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that it will then inform for them later to make some more edgy niche content.
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This report also did say that apparently Tim Cook got involved with an edit of
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Carpool Karaoke. There was an episode that he delayed because there was some
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language and content that he was unhappy with and didn't think it was appropriate.
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Yeah, well I'll tell you if the message that the TV executives go out to to the
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creatives in Hollywood is that Tim Cook is gonna watch your show and
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personally demand edits because of adult content. They're not gonna
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sign anybody to deals who's any good. It's not gonna happen. So
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this is actually a harmful story for Apple. These
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stories hurt Apple's attempts to get into this, I would imagine that privately these
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executives are spinning this and saying, "No, no, no, it's just for the launch and no, no,
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no, that was Carpool Karaoke is totally different and that's part of Apple Music and it's a
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different service and blah, blah, blah."
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Yeah, like, "We weren't here then, right? Like, we weren't--that's not how it's gonna
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It's gonna chill their conversations with creators. And again, I can hear somebody out
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there saying, "Come on, you can make a good show without nudity and violence and sex talk."
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like, "Well, you can, you can, but a lot of the greatest stuff pushes boundaries."
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And the people who are the most bona fide star creators of content in Hollywood want
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to push boundaries and make the most creative stuff that will win them accolades and awards.
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And sand it off family-friendly content while it has a place and there's nothing wrong with
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it, and I, you know, I watch, well, not a lot of it, but I watch some of that stuff.
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I mean, I watch network TV stuff, and it's fine, but that's not the stuff that the top
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notch of the industry are creating, and I don't think Apple wants to go out with a product
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that is basically like, "Pay us $10 a month for more network shows." Like, I'm not sure
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how that sells. So that's their challenge is how do they--this comes back to the thing
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that you and I have talked about before, is how is this going to roll out? What are they
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going to do? And maybe now we have a little hint about that, which is they're going to
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have a first wave of shows that they want to have kind of broad appeal that'll get people
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to start to appreciate Apple's video efforts, and they'll do that as part of the launch,
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try to launch as broadly as possible, maybe following the Apple Music model, maybe they
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to give everybody six months of access to it.
00:16:51
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And then as that door is closing,
00:16:54
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they also ramp up with new original material
00:16:57
◼
►
that is maybe racier on one end
00:17:01
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►
and also maybe like more targeted on other ends.
00:17:03
◼
►
I mean, maybe more children's content, right?
00:17:05
◼
►
I mean, HBO, like we said last week,
00:17:07
◼
►
HBO has sex and violence and nudity.
00:17:10
◼
►
HBO also does Sesame Street.
00:17:12
◼
►
Like there is a broad range on HBO
00:17:16
◼
►
and Apple could do that too.
00:17:18
◼
►
It says "from big birds to big dragons." That's HBO. That's what they're all about.
00:17:24
◼
►
Yeah, I really was sad about that scene where--well, it's a spoiler, I'm not gonna say about what
00:17:28
◼
►
happened to Big Bird.
00:17:29
◼
►
It's probably a bird. Today's show is brought to you by Eero. Never think about Wi-Fi again.
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Eero have created the dream Wi-Fi setup that you want in your home. It is a--they give
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Well, more than one, right? Because I have multiple. And the example I like to give--
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Like the Eero setup.
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Yeah, I used to have issues where my house isn't particularly large, but one base station
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It was not great. And now with Eero, I just kind of got it blanketed, because I've got
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one in the bedroom, one in the living room, and unlike others where I would have to try
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to mess with them to get them to all sync up. Now it's just it's all on the same network
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they all hand off and I've been able to put one of the EuroBeacons out here in my office
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and it reaches the internet connected devices that are sort of in the front of the house
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So, Jason, you've had the iPhone X for a week now. I want to know how and if your feelings
00:20:43
◼
►
have changed or evolved. Is there anything that's sticking out to you more than it did
00:20:47
◼
►
a week ago? Is there any opinions changed or reinforced with your time with the phone?
00:20:56
◼
►
So Face ID, the only failures that I've really had have involved me having something in front
00:21:00
◼
►
of my face like the microphone right here.
00:21:04
◼
►
Like that's something that I have to change if I want to flip open my phone while I'm
00:21:07
◼
►
on a podcast I actually need to move away from the microphone just enough for it to
00:21:11
◼
►
see my face.
00:21:12
◼
►
You gotta get the Tae's On Day move down, you know, you gotta move away from the microphone
00:21:16
◼
►
when you unlock.
00:21:17
◼
►
That's right, it's just a thing you've gotta do.
00:21:20
◼
►
I really love it, I love the screen, I love that it is edge to edge, you know, less the
00:21:28
◼
►
The notch doesn't bother me at all, I don't really notice it.
00:21:30
◼
►
just part of the personality of the phone. I like the data up in the corners. I always
00:21:34
◼
►
felt like the status bar was too crammed full of junk too often. I like the fact that it
00:21:40
◼
►
doesn't color the whole status bar now when you're in a particular mode like recording.
00:21:45
◼
►
It just kind of puts a background under the time.
00:21:50
◼
►
So like tethering and calling and screen recording. It used to do the whole big dropdown, but
00:21:55
◼
►
now it just puts a little colored circle behind the time, right? So like it's a blue one for
00:22:00
◼
►
tethering and green for a call and red for screen recording.
00:22:03
◼
►
Yeah, exactly. So it's that sort of thing.
00:22:09
◼
►
It's all... I'm just really liking it.
00:22:14
◼
►
I have found myself in instances where before I would have gone and
00:22:19
◼
►
gotten my iPad where I'm like, "Yeah, I want to play with the iPhone a little bit
00:22:22
◼
►
more." And it's been fun to use it.
00:22:26
◼
►
And yeah, I don't think it's evolved very much
00:22:31
◼
►
in that my initial response was really positive
00:22:33
◼
►
and that I adapted to it very quickly.
00:22:35
◼
►
And that continues to be the case.
00:22:36
◼
►
It's nice to see new app updates come out.
00:22:39
◼
►
There are still a few apps that have been,
00:22:42
◼
►
you know, revved over the last week to fix issues
00:22:46
◼
►
with iPhone 10 compatibility,
00:22:48
◼
►
especially like midweek last week,
00:22:50
◼
►
all of the, we need to get this out by Friday,
00:22:54
◼
►
updates started to hit.
00:22:55
◼
►
So like I was using the previous version of the Slack app
00:22:58
◼
►
and it was just, you know, it was bars top and bottom.
00:23:02
◼
►
And so letterboxed.
00:23:04
◼
►
And then they pushed an update on Wednesday or something.
00:23:07
◼
►
It was like, oh, now it fits.
00:23:09
◼
►
And it's just, it's nice when that happens
00:23:10
◼
►
to get the full screen use of the 10.
00:23:15
◼
►
But no, I'm basically, I'm loving it.
00:23:18
◼
►
I did get my one that I bought
00:23:20
◼
►
'cause I have the Apple review unit, which is a silver,
00:23:23
◼
►
but I got the space gray one that I bought.
00:23:24
◼
►
So I was able to kind of like compare the look of the two models, which is interesting.
00:23:31
◼
►
I think the, the space gray looks good, but not as good as I hoped.
00:23:36
◼
►
And the silver looks way better than I thought it would.
00:23:38
◼
►
I think I would probably choose the space gray anyway, if I had to choose.
00:23:43
◼
►
Um, one of them today to buy, but, um, it's much closer than I thought because
00:23:50
◼
►
that that especially that shiny polished stainless steel on the silver one is beautiful and the
00:23:56
◼
►
fact that it's got the black front the black bezels because I never liked the white bezels
00:24:01
◼
►
and I'm glad that they're dead. So I got a phone on Friday I was able to get it. Oh the
00:24:07
◼
►
drama the drama you managed. I was running all over town but I was able to get I have
00:24:12
◼
►
a I have a silver one which was what I wanted I wanted the silver. It is called silver I
00:24:18
◼
►
I keep calling it white, people keep correcting me, it is silver. And I will say that the
00:24:22
◼
►
back of it is more silvery than the white has been on the front in the past. It's not
00:24:30
◼
►
like bright white, it is more silvery.
00:24:32
◼
►
I mean, I had a PR person refer to it as iridescent, I sort of called it kind of sparkly, but it
00:24:40
◼
►
definitely is a different than even the eight white background, silver background. And they
00:24:46
◼
►
They said that although most of the layers of coating on the glass are the same as on
00:24:50
◼
►
the iPhone 8, there is an extra layer on the 10 on the back, and that's that iridescence
00:24:55
◼
►
layer that makes it just a little sparkly.
00:24:59
◼
►
I love this phone, Jason.
00:25:01
◼
►
I knew you would.
00:25:03
◼
►
Plus Club, though, you're leaving the plus behind, so I'm interested in getting to that,
00:25:08
◼
►
too, as a change.
00:25:10
◼
►
But go ahead.
00:25:12
◼
►
So I have lots of points.
00:25:13
◼
►
I have a whole list of points here comparing it to the Plus,
00:25:17
◼
►
but I need to set up a couple of things first.
00:25:20
◼
►
So the overall design of this phone,
00:25:23
◼
►
I think it's my favorite iPhone design of all time.
00:25:26
◼
►
It has this like luxury, futuristic feeling to it
00:25:31
◼
►
that maybe hasn't been this way since the first one.
00:25:37
◼
►
Like whenever I use this phone and I look at it
00:25:41
◼
►
and I pick it up and like I feel it
00:25:42
◼
►
and I see the silver and the screen and it lights up
00:25:45
◼
►
and the beautiful screen is right there in front of me,
00:25:49
◼
►
it honestly does feel like the future.
00:25:52
◼
►
And I know that it's the marketing line
00:25:54
◼
►
that Apple have used, but it is such a huge jump
00:25:57
◼
►
from the previous iPhone.
00:25:59
◼
►
There are so many little things about it
00:26:01
◼
►
that feel like huge, just huge advances.
00:26:04
◼
►
It feels like the future for iPhone users.
00:26:07
◼
►
And I know that some of this stuff,
00:26:09
◼
►
and I bet this is the same
00:26:10
◼
►
when you upgraded your Galaxy to the ones with the edge-to-edge screens, right?
00:26:15
◼
►
Like there is just something about this. I think it's more than a fad.
00:26:18
◼
►
These designs with the larger screens really advanced these phones in
00:26:22
◼
►
interesting ways and I just, you know, I've had it for like four days now and
00:26:28
◼
►
every time I look at this thing I am surprised again at how much I love the
00:26:33
◼
►
way it looks. I don't want to put this phone in a case. I've bought AppleCare+.
00:26:38
◼
►
I have ordered the in case frame and it's on the way which is one of the
00:26:43
◼
►
bumpers I was talking about last week I want to see what that's like I have an
00:26:46
◼
►
Apple silicone case which I've put in when I've left the house a couple of
00:26:50
◼
►
times because even though I have Apple Care+ I feel like right now is the worst
00:26:54
◼
►
possible time to try and get an iPhone replaced so you know I'm trying to be
00:26:59
◼
►
careful with it for the time being but this phone screams to be caseless
00:27:04
◼
►
because it feels so great in the hand, the glass feels amazing and the stainless steel frame is just so beautiful
00:27:11
◼
►
I don't want to cover it. Doesn't it look good? Yeah, it really looks good.
00:27:15
◼
►
But the only thing is without cases the camera bump is bonkers on this one. It's huge
00:27:20
◼
►
Like if you touch that foam that's on the table almost does a 180 flip like it's it's mad
00:27:26
◼
►
It is, you know
00:27:27
◼
►
I mean, I know the camera's big and they I think they made the bump a bit more of a design thing
00:27:31
◼
►
which when I look at it, I actually like the design of it, but using a phone on the table
00:27:36
◼
►
is tricky. But to be honest, I'm using it less on the table anyway because it's not
00:27:42
◼
►
as easy to unlock so I kind of pick it up anyway. So I'm actually doing it less because
00:27:48
◼
►
you can unlock it when it's on a table but you have to kind of like look right over to
00:27:52
◼
►
it so I just find myself not doing that so much.
00:27:55
◼
►
Now usually the main event of our episodes where we get new iPhones is talking about
00:28:01
◼
►
the horrors of setup.
00:28:04
◼
►
This one went great.
00:28:06
◼
►
And I even made it tougher than
00:28:08
◼
►
before. I was being tough on this
00:28:10
◼
►
phone, Jason.
00:28:11
◼
►
I decided to do a full iCloud
00:28:13
◼
►
restore, which is not how I usually
00:28:15
◼
►
I usually restore via an iTunes
00:28:17
◼
►
backup, right?
00:28:18
◼
►
Because you're not pulling so much
00:28:20
◼
►
down from the cloud.
00:28:21
◼
►
But I thought to myself, this is how
00:28:24
◼
►
people actually do
00:28:26
◼
►
set up their new phones.
00:28:27
◼
►
They set them up with iCloud
00:28:28
◼
►
restores, right?
00:28:29
◼
►
So I thought to myself, I don't
00:28:31
◼
►
don't want to go easy on them. I want to make it as hard as it can possibly be because this
00:28:36
◼
►
is how everybody does it. I'm setting up a new iPhone on iPhone release day via iCloud
00:28:43
◼
►
and it was a little slow in some places but overall worked great. There were no huge hang
00:28:47
◼
►
ups, no apps that I couldn't download, I wasn't waiting all afternoon for apps. I know that
00:28:53
◼
►
in the US there were some problems with AT&T activation but I had no problems here in the
00:28:58
◼
►
UK. I was really surprised at how well it worked.
00:29:01
◼
►
iOS 11 has made this so much better. I applaud Apple for listening to their customers about
00:29:10
◼
►
how tough it has been to do this process because two huge things for iOS 11. One, where you
00:29:17
◼
►
hold one phone next to the other phone and it shares a bunch of settings. Right? That
00:29:23
◼
►
was fantastic. So I didn't have to sign into a bunch of stuff. I didn't have to set up
00:29:27
◼
►
new Wi-Fi like that was all just shared and they have condensed the amount of screens
00:29:32
◼
►
in iOS 11 for setting up the phone. So, you know, there was like, "Hey, what about the
00:29:37
◼
►
suggested settings?" And it just did it all for me, right? And it's not nice and it changed
00:29:41
◼
►
it. This was brilliant.
00:29:42
◼
►
We very specifically complained about that. And it was so good to see that that was a
00:29:48
◼
►
thing where they address their attention of like, "Do we need to ask them permission for
00:29:51
◼
►
all of these things?" And so it's like, "Look, we could just go with the permissions you
00:29:55
◼
►
already granted instead of asking you again. It's like, yes, please do that and it saves
00:29:58
◼
►
a lot of time and friction.
00:30:01
◼
►
The only thing that was weird for me was that I had to install iOS 11.1 during the setup
00:30:07
◼
►
process. I've never done that before to my memory. Like that the phones didn't ship with
00:30:12
◼
►
the most recent version. I don't know what happened there. Maybe 11.1 was a little bit
00:30:16
◼
►
later than they expected or something.
00:30:17
◼
►
Yeah, I think some phones must have been manufactured before 11.1 was ready and so they shipped
00:30:23
◼
►
with an earlier version and then just do an auto update or something like that.
00:30:26
◼
►
That must have been a production line thing in order to keep the phones flowing.
00:30:32
◼
►
You will not be surprised to know that the review units provided by Apple were already
00:30:36
◼
►
updated to 11.1.
00:30:39
◼
►
I also, for me, my watch swapped over automatically.
00:30:43
◼
►
So during the setup process, they were like, "Hey, do you want to pair this watch to this
00:30:48
◼
►
And I was like, "Sure."
00:30:49
◼
►
that I had to do the thing with the you know, you point the camera at the little thing and then it took like five or
00:30:55
◼
►
Ten minutes and my watch was ready to go. So that was perfect for me. Everything was fine
00:30:59
◼
►
I've seen a lot of people complaining that watches kind of went a bit awry, but I had no problems
00:31:04
◼
►
It seemed that whatever the process
00:31:06
◼
►
How it's supposed to be for me this time it worked that way
00:31:10
◼
►
You know, maybe I can maybe there's some conspiracy theory, right?
00:31:14
◼
►
Because we always complain about this stuff that maybe you know
00:31:16
◼
►
Somebody adjusted my iCloud settings to make sure this wouldn't happen to me
00:31:19
◼
►
But I say Jason this time I have no complaints about setup of this device
00:31:25
◼
►
So hats off to Apple because they've made some big they've obviously made some big changes to that and it worked perfectly
00:31:32
◼
►
Yeah, the last two years since we had our real
00:31:34
◼
►
unfortunate iPhone 6s setup experiences Apple has made some great strides on the software side to make
00:31:44
◼
►
It's not without its issues and people definitely ran into some things, but you can see
00:31:49
◼
►
The the trend here is that somebody somewhere at Apple said you know what setups too hard
00:31:56
◼
►
Setups not this is I mean they probably said a similar thing to what we said two years ago
00:32:01
◼
►
Which is this is supposed to be one of the happiest days of your year. It's iPhone upgrade day
00:32:05
◼
►
Maybe you know for most people it's every two or three years where it's like you get a new iPhone
00:32:10
◼
►
you're really excited, and then you end up super frustrated and angry because of
00:32:14
◼
►
all of the weird things that happen when you update. It should be delightful and
00:32:19
◼
►
over the last two years, you know, it's not perfect but they have really made a
00:32:23
◼
►
concerted effort to make it a more delightful and less painful upgrade
00:32:29
◼
►
process because it should, right, your first day with your new iPhone should be
00:32:32
◼
►
happy, not frustrating. You should spend over a thousand dollars, right, like you should be able to
00:32:36
◼
►
sit down and play with the thing to their heart's content.
00:32:39
◼
►
Right? I know like a lot of people including me like I clear my afternoon. I
00:32:42
◼
►
was like I want to spend my afternoon playing with my new toy and I got to. Now
00:32:47
◼
►
okay so face ID I think is one is like a lot of people talking about this is like
00:32:52
◼
►
the big the big thing here but for me the screen. The screen is the biggest
00:32:56
◼
►
feature that this is the thing I was most excited about and it's the thing
00:33:00
◼
►
that I'm most impressed at. So with the notch I barely ever pay attention to the
00:33:05
◼
►
I forget that it's there. Every now and then I'll open an application that is all white
00:33:11
◼
►
and then I see it as if it wasn't there before. It's very, very strange. Right? So like I'm
00:33:16
◼
►
on my home screen and just doing whatever and I open like airmail which is all white
00:33:20
◼
►
and I'm like, oh, I don't know what it is but in some places I just don't pay attention
00:33:25
◼
►
to it at all. And I love the way that the apps look when they're updated. I love the
00:33:32
◼
►
the way that it all just flows around, it looks beautiful to me. I was very surprised,
00:33:37
◼
►
like I picked up my phone at one point and, like my old phone, my 6 plus, my 7 plus, 7
00:33:45
◼
►
plus, I had a 7, yeah 7 plus. And the squared corners looked out of date, which was really
00:33:53
◼
►
weird. Like I picked it up and I was like huh, I'd only been using it for a few hours
00:33:58
◼
►
but there was just something about it, like the square corners looked old now. You know
00:34:02
◼
►
There's always that thing right that like as soon as there's a new Apple product the old one looks decrepit
00:34:07
◼
►
And for me that was it. It was the square corners
00:34:10
◼
►
It was like it immediately stuck out to me as a thing that looked old very strange. I
00:34:14
◼
►
Love true tone love true tone all my devices and I think true tone makes screens look so wonderful
00:34:22
◼
►
and I am so happy to have it on my iPhone now because like paired up with the the
00:34:28
◼
►
wide color stuff and the OLED screen like this screen just looks incredible
00:34:32
◼
►
But part of the screen stuff part of the overall size of the phone for me
00:34:37
◼
►
Obviously comparing it to the plus is a big point. I have been a long proponent of the plus
00:34:41
◼
►
From the six and the seven and I would have been about the eight, you know
00:34:45
◼
►
If that was a fun that I would have got that's what I would have got I have you know plus Club
00:34:49
◼
►
It's a big thing for me. I
00:34:51
◼
►
Am totally fine with the ten, huh?
00:34:56
◼
►
All right, so what did you get from the Plus and what do you did you feel like you give up something or is it giving
00:35:02
◼
►
You enough of what you got from the Plus that it doesn't matter
00:35:05
◼
►
So one of the big reasons for me why I got the Plus and stuck with the Plus is information density
00:35:10
◼
►
I was looking to get as much information on the screen as possible
00:35:15
◼
►
Because a lot of what I'm doing on my devices is related to work, right? So like emails and messages and you know when I'm
00:35:22
◼
►
Relaxing I'm reading tweets, you know, like it's stuff like that
00:35:26
◼
►
and honestly like I've done some tests like just side by side looking at it you
00:35:31
◼
►
can see just as much or more on screen in these applications on the 10 than you
00:35:36
◼
►
can on the plus so in an email I can see more emails I see one more email in
00:35:41
◼
►
email in my message threads I see one more message on the 10 in you know in
00:35:46
◼
►
Twitter and tweetbot I see more in notes I see a little bit more the only time
00:35:52
◼
►
that I've had a situation where I saw less was using the keyboard in notes, I
00:35:58
◼
►
would see one less line. So in everything that I tried, I got basically the same
00:36:04
◼
►
result. Like I could see just the same amount of information on and I can't on
00:36:10
◼
►
the X then I could on the plus. Like I know that landscape mode is more
00:36:14
◼
►
condensed but I never use landscape mode. Like I never used it except for video
00:36:20
◼
►
And honestly like watching video on the 10 is perfectly fine, right? Like I have no problems with that at all
00:36:25
◼
►
It's a big enough screen for that stuff
00:36:28
◼
►
So the landscape mode doesn't bother me
00:36:30
◼
►
Like I can feel that this phone is smaller and I noticed it on the keyboard
00:36:34
◼
►
But I've gotten I have adapted to the smaller keyboard
00:36:37
◼
►
Significantly faster than I would have expected. I think for me personally
00:36:41
◼
►
It's actually nicer because I use G board and I mostly swipe with one hand
00:36:47
◼
►
I used like a swipe typing. It's easier to do swipe typing on a narrower phone
00:36:51
◼
►
But even when I'm typing normally like I have adapted to that part quicker than I would have expected
00:36:56
◼
►
You know like a couple of days and it didn't feel small to me anymore
00:37:02
◼
►
Think for me like this phone gives me what I wanted from the plus
00:37:06
◼
►
I have a better camp, you know at the great camera and I have the space, you know
00:37:10
◼
►
The space to see all the stuff that I want to see
00:37:13
◼
►
The jury's still out on battery for me. Like I don't feel like I've really gotten a good sense of the battery life
00:37:18
◼
►
But all phone battery life is bad right like this I'm never happy
00:37:24
◼
►
So as long as it can give me what you know so far
00:37:28
◼
►
I feel like I'm getting just as much but I really I need to do more like concerted tests
00:37:33
◼
►
But in regards to the screen size like it's fine. It feels perfect for me. Like I'm I have no problems of it at all
00:37:40
◼
►
Well, that's, I mean, this is the, I'm trying to understand what's inside the mind of the
00:37:47
◼
►
iPhone Plus user, right? Like, what you got out of it versus what you get out of this.
00:37:54
◼
►
It's interesting, yeah, I mean, and from my perspective, like I said last week, I get
00:37:57
◼
►
stuff like the dual camera, which, you know, if you had gone down, it's not just, it's
00:38:01
◼
►
not just what are you giving up in going down in size, it's also what you are not giving
00:38:08
◼
►
up that you previously would have to go down in size, like the dual camera. So it's a
00:38:13
◼
►
little bit of both.
00:38:14
◼
►
And as David asked in the chat room, isn't there less space overall? Isn't this a different
00:38:19
◼
►
size class? Look, I struggle to really understand a lot of the way that these screens match
00:38:25
◼
►
up. Some people say it's bigger, some people say it's smaller. It seems to be a bit of
00:38:29
◼
►
a crapshoot depending on what statistic you're looking at. So I decided to make my test a
00:38:33
◼
►
real world test. I looked at lists. And in lists, which is what I'm looking at most of
00:38:38
◼
►
the time, lists of things, lists of information, I'm seeing the same amount of stuff. So that's
00:38:45
◼
►
what I want. Like I don't need the screen to be huge. I just need to get a lot of stuff
00:38:50
◼
►
on the screen. And I'm using the same settings for dynamic type and all of that stuff. And
00:38:55
◼
►
I'm getting what I'm looking for, right? Like, I'm not, I don't feel like I'm losing space,
00:39:01
◼
►
The only place where I feel that way is when I'm using an application that isn't optimised
00:39:06
◼
►
Because then I'm just using an iPhone 8 sized application and I really feel it then.
00:39:13
◼
►
But most of the apps, the vast majority of apps that I use on my phone with any frequency
00:39:19
◼
►
have been updated and they look fine.
00:39:24
◼
►
Your mileage is going to vary on this depending on what you like a Plus phone for but all
00:39:29
◼
►
all of my uses of a plus phone are taken care of with this screen.
00:39:35
◼
►
So I've noticed a bunch of changes to iOS.
00:39:39
◼
►
One of them, one of my favorites actually, is the the tactic feeling on the flashlight
00:39:44
◼
►
and camera buttons on the cover sheet.
00:39:46
◼
►
It feels like the home button.
00:39:49
◼
►
Like, I don't know if you've felt this, but like, it feels just like clicking the old
00:39:55
◼
►
home button.
00:39:56
◼
►
It has the exact same feeling to me.
00:39:58
◼
►
Yeah, you're right which is genius because it's like
00:40:01
◼
►
That's all it was right like it was just a tactic feedback and they've done it on there
00:40:06
◼
►
I'm like, oh wow
00:40:07
◼
►
Like you click it and it just feels like there's a button going down a very impressed with that and I like just clicking them
00:40:12
◼
►
I just I do I click the flashlight on and off now because it's just a funny little feeling to me
00:40:16
◼
►
But yeah, I was very surprised about that the new gestures the home gesture and the multitasking gesture
00:40:24
◼
►
I've gotten used to those really quickly quicker than I would have thought. I have noticed
00:40:28
◼
►
just a slight pain in my thumb but I'm not surprised by that because one I've been using
00:40:35
◼
►
the phone way more than normal and two there's just a new gesture that I need to get used
00:40:38
◼
►
to. This is not abnormal for me you know maybe I have bad hands but when I change a thing
00:40:44
◼
►
like this it just takes a little while for my hands to get used to the change. I'll give
00:40:50
◼
►
a top tip to people. There seems to be a lot of misunderstanding or like a lot of different
00:40:56
◼
►
ways that people think that you activate the multitasking, right? Like I've seen like a
00:40:59
◼
►
million different ways of how you do it. To me, the one that I found the best is just
00:41:03
◼
►
swipe up and hold for a second anywhere on this, like from the bottom. You don't have
00:41:07
◼
►
to go all the way up to the top. You don't have to go from the left hand corner to the
00:41:10
◼
►
right hand corner. Just swipe up from the middle and hold for a second and then you
00:41:14
◼
►
get the multitasking view pop up. Nice and simple. Like that's worked great for me. Um,
00:41:19
◼
►
I don't know about you, Jason.
00:41:22
◼
►
- I never had a problem with it.
00:41:25
◼
►
Once I realized the gesture is essentially
00:41:27
◼
►
just swipe your thumb up and hold it.
00:41:29
◼
►
- Like that's all that happened and it worked fine.
00:41:34
◼
►
It's funny, you remind me,
00:41:36
◼
►
one of the things that I have noticed
00:41:39
◼
►
that you asked about earlier on is,
00:41:40
◼
►
so I went to a college football game this weekend
00:41:43
◼
►
and I took some pictures with the 10
00:41:46
◼
►
and I telephoto lens and then I zoomed in.
00:41:49
◼
►
So I use a digital zoom above the telephoto lens zoom
00:41:52
◼
►
on that camera to get these pictures
00:41:55
◼
►
from the stands of the football game.
00:41:58
◼
►
And they are really good, like, shockingly good.
00:42:04
◼
►
Even zoomed in where I would think,
00:42:06
◼
►
"Oh, well, it's a digital zoom.
00:42:07
◼
►
It's gonna be really awful."
00:42:08
◼
►
They actually look really good.
00:42:10
◼
►
And so I just -- it was one of those moments
00:42:12
◼
►
where I took a bunch of pictures
00:42:13
◼
►
and realized just how good this camera is,
00:42:17
◼
►
especially since it, as somebody who's coming
00:42:19
◼
►
from never having had the telephoto lens.
00:42:21
◼
►
So, you know, as being able to zoom in that much further
00:42:24
◼
►
and still have that much sort of like initial quality,
00:42:27
◼
►
very, I was very impressed with that.
00:42:30
◼
►
- It's great, right?
00:42:31
◼
►
- Just throwing it on the pile.
00:42:34
◼
►
And, you know, it's funny you mentioned
00:42:37
◼
►
the thumb swipe up gesture
00:42:39
◼
►
and we're talking about multitasking.
00:42:41
◼
►
I'll tell you the part that actually has really compromised
00:42:44
◼
►
me is on the iPad because the iPad is like a half step
00:42:49
◼
►
in iOS 11 where it's kind of like the iOS gestures
00:42:54
◼
►
on iPhone 10, but kind of not.
00:42:57
◼
►
And what I found is I really just want the iPhone 10
00:43:00
◼
►
gestures on my iPad now.
00:43:01
◼
►
Like I wanna swipe up and get, you know,
00:43:05
◼
►
swipe up to home, swipe up and hold to get to a,
00:43:08
◼
►
you know, multitasking.
00:43:09
◼
►
I like having control center there on the swipe up,
00:43:11
◼
►
but I find myself in that weird position now
00:43:15
◼
►
where like there is a swipe up gesture on the iPad.
00:43:18
◼
►
So I do it and then the doc pops up and I'm like,
00:43:21
◼
►
oh right, yeah.
00:43:22
◼
►
And then I can do, you know,
00:43:24
◼
►
I can usually just hop over to another app there,
00:43:26
◼
►
but this is gonna be interesting in terms of how I build
00:43:29
◼
►
kind of a model in my mind of like interacting
00:43:31
◼
►
with the iPhone versus interacting with the iPad,
00:43:33
◼
►
because the rules are different on both now
00:43:37
◼
►
with iOS 11 and the iPhone 10.
00:43:38
◼
►
- Wow, I mean, Face ID, right?
00:43:40
◼
►
Like that's a big one. - Well, that's true too.
00:43:43
◼
►
That's true too, having to put my finger on the,
00:43:46
◼
►
but I assume that in the next, if not in 2018,
00:43:50
◼
►
then in 2019, the iPad will be updated to do Face ID.
00:43:54
◼
►
The iPad Pro will be updated to do Face ID
00:43:57
◼
►
and will probably, and probably drop a,
00:44:00
◼
►
would not surprise me if it drops the home button
00:44:03
◼
►
and goes to these gestures as a part of a, you know,
00:44:05
◼
►
a revamp of the iPad Pro.
00:44:08
◼
►
And the advantage to that will be that
00:44:10
◼
►
the behaviors will be the same
00:44:12
◼
►
because it is a little bit weird to do that.
00:44:15
◼
►
I just learned the swipe up gesture
00:44:17
◼
►
in two forms for my iPad.
00:44:20
◼
►
And now I've learned them for the iPhone
00:44:22
◼
►
and they're different.
00:44:23
◼
►
But related, that's the interesting thing
00:44:26
◼
►
is that you can tell,
00:44:27
◼
►
I mean, so much of the story of these things
00:44:29
◼
►
is the groundwork that's been laid.
00:44:30
◼
►
I saw somebody tweeted about this this week
00:44:33
◼
►
and I nodded my head
00:44:36
◼
►
'cause I think I wrote a Mac world article about this
00:44:38
◼
►
that said the same thing, which is like,
00:44:39
◼
►
raise to wake is the perfect example of like,
00:44:42
◼
►
that, how is that not like,
00:44:46
◼
►
that's a feature that exists
00:44:47
◼
►
because they knew face ID was coming.
00:44:49
◼
►
Like they have spent a couple of years
00:44:52
◼
►
overhauling unlock status,
00:44:54
◼
►
making you be able to unlock the phone
00:44:56
◼
►
without pressing the button in,
00:44:57
◼
►
in order to tap on notifications or swipe to widgets.
00:45:00
◼
►
Like it's hard not to look at this
00:45:02
◼
►
as part of a larger project that culminates in face ID,
00:45:07
◼
►
because now all of that stuff has paid off
00:45:10
◼
►
when you can raise the phone to wake it
00:45:13
◼
►
and then look at it and unlock it
00:45:15
◼
►
and then be at that screen
00:45:16
◼
►
and choose whether to stay there or not.
00:45:18
◼
►
They all go together.
00:45:19
◼
►
Like I use raise to wake all the time now.
00:45:23
◼
►
That's how it's basically raised to unlock your phone.
00:45:27
◼
►
So, and they've been laying this groundwork
00:45:29
◼
►
for a couple of years in iOS.
00:45:32
◼
►
- I miss the battery percentage indicator.
00:45:37
◼
►
Honestly, I would prefer to just be able to replace
00:45:39
◼
►
the battery icon with a percentage number.
00:45:42
◼
►
Just the little icon doesn't work for me.
00:45:45
◼
►
Like I like the percentage.
00:45:47
◼
►
And I don't like control center.
00:45:49
◼
►
I don't like where it is.
00:45:50
◼
►
I don't like the way that you pull it down now.
00:45:53
◼
►
I don't like the animation.
00:45:55
◼
►
Like the animation is really weird.
00:45:56
◼
►
It seems to come up from the bottom.
00:45:57
◼
►
It's like a very--there's a lot about Control Center that I'm not a big fan of right now,
00:46:03
◼
►
and I'm waiting to see how that kind of shakes out, but overall, I don't like the changes
00:46:08
◼
►
there, to be honest.
00:46:10
◼
►
I find myself getting frustrated where--maybe I'll get over it, but I have those moments
00:46:15
◼
►
of like, "Oh, right, Control Center."
00:46:18
◼
►
And I realize I have to, you know, not use--I'm in one mode where I'm just sort of like holding
00:46:23
◼
►
it in my left hand and using my thumb, and then I'm like, "Oh, but I can't do that.
00:46:27
◼
►
I have to go and swipe up from the top and bring it down
00:46:29
◼
►
and it's just a different kind of mode.
00:46:32
◼
►
And you're right, it's a weird effect
00:46:34
◼
►
'cause it like fades in as you swipe down.
00:46:36
◼
►
- So strange. - Like the old,
00:46:38
◼
►
the old status bar comes down with it,
00:46:41
◼
►
which is really weird.
00:46:45
◼
►
And I, yeah, I miss having it more easily accessible.
00:46:50
◼
►
- So I love Face ID.
00:46:52
◼
►
I've found that, you know, in a lot of times,
00:46:56
◼
►
you do wait a little bit longer, maybe,
00:46:58
◼
►
than it would be for Touch ID, but it feels better.
00:47:01
◼
►
Like it just feels better.
00:47:02
◼
►
Like I pick up my phone and I look at it
00:47:04
◼
►
and then it unlocks.
00:47:05
◼
►
Or like I open one password and don't have to like
00:47:09
◼
►
move my thumb down again to the,
00:47:11
◼
►
it just feels right to just press the app
00:47:13
◼
►
and just look at it and then it opens up.
00:47:15
◼
►
Like I've found that to be a more natural,
00:47:18
◼
►
nicer feeling way of doing authentication
00:47:21
◼
►
rather than every time I need to authenticate something,
00:47:24
◼
►
I have to push my thumb and like hold and wait.
00:47:27
◼
►
Like it just feels right.
00:47:28
◼
►
The animation pops up, it tells me it's done
00:47:30
◼
►
and it goes through.
00:47:31
◼
►
Like I really like all of that.
00:47:32
◼
►
And I like some of the changes that it's brought as well.
00:47:36
◼
►
Like the automatic hiding of notification content is awesome.
00:47:39
◼
►
I like the, I've never done that before.
00:47:42
◼
►
I've always had my notification show
00:47:43
◼
►
because I didn't want to be unlocking all the time.
00:47:45
◼
►
But now just whenever I look at my phone,
00:47:47
◼
►
they just pop out and I really like it.
00:47:50
◼
►
And also something that's amazing for me,
00:47:52
◼
►
I've said already on the show,
00:47:54
◼
►
use Gboard all the time right like I don't have Apple's keyboard installed I
00:47:57
◼
►
just use Gboard and which is Google's keyboard and when I would have when I
00:48:03
◼
►
would reply to things like messages from notification center prior to getting the
00:48:07
◼
►
iPhone 10 I would get I wouldn't be able to use Gboard because the phone's locked
00:48:12
◼
►
so I would get this like an Apple keyboard without autocorrect is how it
00:48:18
◼
►
would work it was kind of frustrating a lot of the time but it was just one of
00:48:22
◼
►
trade-offs but now because my phone unlocks whenever I look at it when I reply to messages
00:48:26
◼
►
from notification center I get to use Gboard which is awesome.
00:48:30
◼
►
This is a little thing for me that's made my experience way better because I'm able
00:48:34
◼
►
to use the keyboard that I like and use and that knows all of my auto correct and all
00:48:38
◼
►
that sort of stuff from the notifications because the phone's unlocked now whenever
00:48:43
◼
►
I look at it.
00:48:45
◼
►
And one other thing like if Face ID fails on me I don't get frustrated with it the way
00:48:50
◼
►
I would get frustrated with Touch ID because in the back of my mind I know that every time
00:48:55
◼
►
I put my passcode in I'm training the Face ID system. This all came out a few weeks ago,
00:49:03
◼
►
Apple kind of explained how they're working with this, that if Face ID fails but there
00:49:07
◼
►
is a percentage where it thinks it might be you, if you enter in your passcode it will
00:49:13
◼
►
add to the data points that Face ID is collecting to make the system better overall. So every
00:49:18
◼
►
time I do it I'm like, "Okay, I know I'm doing this now, but by putting this time in, I'm
00:49:22
◼
►
training the system." That's been a weird kind of feeling for me, but I'm like, "Okay,
00:49:27
◼
►
it's going to get better." I love Animoji, obviously.
00:49:30
◼
►
Yeah, we need to talk about Animoji. We sure do. I mean, Animoji is exactly what
00:49:35
◼
►
I wanted it to be. I'm having a great time with it. But Harry McCracken started an incredible
00:49:39
◼
►
thing called Animoji Karaoke, and it has sweeped Twitter over the last few weeks where people
00:49:46
◼
►
who are creating just these wonderful videos of Animoji characters singing along to music
00:49:52
◼
►
and there are just a million fantastic examples of this and they're so much fun and I am loving
00:49:59
◼
►
watching them. You've even made one or two.
00:50:02
◼
►
I made a couple of them. The first thing I did was I sang along to the Robot or Not theme
00:50:05
◼
►
as the robot and I posted that in Slack. I don't think I posted that on Twitter.
00:50:08
◼
►
You sent that to me as well in our message.
00:50:11
◼
►
And that's it, that's it, that's what I did.
00:50:14
◼
►
And then I did a 10-second thing of "Get Lucky" by Daft Punk as sung by the robot because
00:50:22
◼
►
it felt like an appropriate thing.
00:50:24
◼
►
And then, of course, what happened is that this definitely gained momentum and the optimal
00:50:29
◼
►
way to do it is you go to full screen mode in Animoji in Messages where you tap on the
00:50:34
◼
►
little arrow up and it expands to full screen where the top half is all the Animoji and
00:50:39
◼
►
the bottom half is the different choices for which character, and you do a screen recording.
00:50:44
◼
►
And then you can just go forever instead of just 10 seconds. It doesn't record your audio,
00:50:48
◼
►
but it'll record and then you overlay with the original music or whatever. And so not
00:50:55
◼
►
to be limited to singing, I acted out a scene from Star Trek II, The Wrath of Khan, where
00:51:03
◼
►
where Khan, who is a chicken, taunts Captain Kirk, who is a fox.
00:51:10
◼
►
And I did some acting. I haven't done any of these yet, but I'm not
00:51:16
◼
►
ruling it out. I probably will do something, like some fun stuff with it. I love it. I'm
00:51:22
◼
►
sending them to everybody. I'm sending the video clips, I'm sending stickers. I'm
00:51:26
◼
►
having just a great time with Animoji. There are some cool features to Animoji that are
00:51:30
◼
►
not necessarily obvious and Jason you wrote a great article on Tom's Guide which I'm going
00:51:34
◼
►
to put in the show notes about how to use Animoji in full. Like I didn't know the full
00:51:39
◼
►
screen thing was there and a lot of people don't know that you can actually turn them
00:51:44
◼
►
into stickers so it's worth looking over that guide. It's actually a really good guide that
00:51:48
◼
►
you put together.
00:51:49
◼
►
Yeah you do a funny face and then tap on the face and drag it up and it's a sticker or
00:51:55
◼
►
tap on it, just tap on it and it will insert a still or you can record for 10 seconds.
00:52:00
◼
►
So you don't have to do the 10 seconds with audio endlessly looping thing.
00:52:03
◼
►
If you think that's annoying, you can also just do a funny face and drag it in and
00:52:08
◼
►
you've got a sticker, which is cool.
00:52:10
◼
►
And Apple stumbled across, uh, like a goldmine, like this, this Animoji
00:52:15
◼
►
karaoke thing is going to sell iPhones.
00:52:18
◼
►
Like I remember, do you remember I said, I believed Animoji would be an iPhone
00:52:22
◼
►
seller, like in the same way that photo booth was, I think that this is the thing,
00:52:27
◼
►
Like people making these little videos,
00:52:29
◼
►
like I expect to see maybe before iOS 12
00:52:34
◼
►
or at least in iOS 12,
00:52:35
◼
►
some more ways to use Animoji on the iPhone
00:52:39
◼
►
as well as of course there will be more characters
00:52:41
◼
►
like there will be.
00:52:42
◼
►
I would be very surprised if we didn't see like Buzz Lightyear
00:52:45
◼
►
or something.
00:52:46
◼
►
- Oh, that's interesting.
00:52:47
◼
►
Well, they've got, right,
00:52:48
◼
►
just that you could do a face map
00:52:49
◼
►
of an existing animated character too.
00:52:51
◼
►
That's, and they've got the Pixar kind of deals
00:52:53
◼
►
or Mickey Mouse maybe.
00:52:55
◼
►
You know what, why they won't do that.
00:52:56
◼
►
You know why those won't happen is because people
00:52:58
◼
►
would make them say terrible things.
00:53:00
◼
►
- That's a possibility.
00:53:03
◼
►
- Right? - Yeah, I thought of that.
00:53:04
◼
►
- And that's the Mickey Mouse,
00:53:05
◼
►
there's a famous Harlan Ellison story
00:53:07
◼
►
about how his first day on the lot at Disney,
00:53:10
◼
►
working a job at Disney, he was in the cafeteria
00:53:14
◼
►
and loudly, 'cause he's a loud
00:53:17
◼
►
and by all accounts annoying person,
00:53:18
◼
►
was doing a Mickey Mouse, a dead on Mickey Mouse impression
00:53:21
◼
►
and having Mickey Mouse's voice say horrible things
00:53:25
◼
►
and he was fired immediately.
00:53:27
◼
►
Like, right? - That's a good point.
00:53:28
◼
►
- So there's the like brand, brand.
00:53:30
◼
►
So Buzz Lightyear may not be available,
00:53:32
◼
►
but emoji belong to no one.
00:53:34
◼
►
And so perhaps we will see more variations on emoji.
00:53:39
◼
►
I also keep thinking like the smiley face
00:53:42
◼
►
and all of its variants, you could, you know,
00:53:45
◼
►
you could do that.
00:53:47
◼
►
Yeah, it'll be interesting to see if they,
00:53:49
◼
►
if they ride this a little bit further
00:53:51
◼
►
or if everybody is done with this,
00:53:53
◼
►
Even if this blows over in a week or a month,
00:53:58
◼
►
it's great publicity for the iPhone 10.
00:54:01
◼
►
And that is, you know, you can't,
00:54:04
◼
►
you can engineer some publicity,
00:54:06
◼
►
we talked about that last week with Apple's sort of PR plan
00:54:09
◼
►
for the iPhone 10.
00:54:10
◼
►
Some of this stuff though, you just have to hope it happens.
00:54:12
◼
►
And I would bet people at Apple were thinking,
00:54:15
◼
►
people are gonna really like this.
00:54:16
◼
►
The internet's gonna find fun ways to do this.
00:54:18
◼
►
And I don't think we've gotten to the end of it, right?
00:54:20
◼
►
I think this is gonna keep going.
00:54:22
◼
►
I would be surprised if we don't see some late night talk shows like using this to do
00:54:27
◼
►
things too, just as a, you know, again, trying to be kind of current and of the moment.
00:54:34
◼
►
So I think, yeah, we're gonna, it's good for Apple though, ultimately.
00:54:38
◼
►
And I had fun being Chicken Khan.
00:54:41
◼
►
Buried alive!
00:54:43
◼
►
I love, I absolutely love it.
00:54:46
◼
►
It's such a great feature.
00:54:49
◼
►
It is something of the phone for me overall.
00:54:52
◼
►
I love this iPhone so much.
00:54:54
◼
►
I'm so happy with it.
00:54:55
◼
►
- It's really good.
00:54:55
◼
►
- I feel like the last few years,
00:54:58
◼
►
iPhone releases have been,
00:55:00
◼
►
they've been cool,
00:55:01
◼
►
but not like they haven't blown me away.
00:55:03
◼
►
- Everything is iterative with the iPhone,
00:55:06
◼
►
most of the time.
00:55:07
◼
►
And you get that moment like the six was really different.
00:55:09
◼
►
And then you get 6.1, which was the 6X,
00:55:12
◼
►
6.2, which was the seven,
00:55:14
◼
►
6.3, which is the eight essentially.
00:55:17
◼
►
And the same way with like the five and the five S
00:55:19
◼
►
or you could argue the 4, 4S, 5, and 5S were kind of all the same phone?
00:55:24
◼
►
No, I would say that there have been bigger jumps, right?
00:55:26
◼
►
So like, you know, the 3G, whatever, it was new.
00:55:29
◼
►
But then we went to the 4, which is amazing.
00:55:31
◼
►
Then there's one more iteration, and the 5 got bigger, right?
00:55:34
◼
►
So it was like, "Oh, the screen's bigger."
00:55:36
◼
►
And then the 6 got bigger still, and there was the plus.
00:55:38
◼
►
Like I said, it's arguable.
00:55:39
◼
►
The 5 is sort of a stretched 4, so you could argue it, but yeah, that was a bigger change
00:55:43
◼
►
because the screen size actually physically changed for the first time.
00:55:48
◼
►
And you throw Retina in there, that was a big, I would say, a huge improvement.
00:55:52
◼
►
But so much of it is that the camera's better every year.
00:55:55
◼
►
And there are other features that are better every year.
00:55:58
◼
►
And if you buy a phone every year, it's just kind of this march.
00:56:00
◼
►
If you buy it every two or three years, it's more dramatic, which is great.
00:56:04
◼
►
And that's what happened with Lauren's phone.
00:56:05
◼
►
Like, she's gone up three years' worth of iPhone hardware, and it's great.
00:56:10
◼
►
And she loves it.
00:56:11
◼
►
The iPhone 8, she loves it.
00:56:12
◼
►
But the 10 is a big jump and it's a bigger jump
00:56:16
◼
►
than we've had since the six, which was a while ago now.
00:56:20
◼
►
- Feels like forever ago. (laughs)
00:56:22
◼
►
- So, yeah, so that, I was prepared to think it was weird
00:56:27
◼
►
and a first attempt.
00:56:30
◼
►
I was really kind of stealing myself to being like,
00:56:33
◼
►
it's expensive and it's weird and it's maybe not,
00:56:36
◼
►
maybe a year too early.
00:56:37
◼
►
All of those things I was kind of like preparing myself for
00:56:42
◼
►
as I got into it and I felt none of that.
00:56:46
◼
►
It feels incredibly polished
00:56:48
◼
►
and a great piece of solid piece of hardware.
00:56:51
◼
►
It looks great, it feels great, it's fun to use it.
00:56:55
◼
►
They really nailed it.
00:56:56
◼
►
When I saw Renee Ritchie's review,
00:56:57
◼
►
which posted the same time I did,
00:56:59
◼
►
and he basically said like,
00:57:00
◼
►
"It's the best Apple product ever," or something like this.
00:57:02
◼
►
It's wildly hype-ish headline, right?
00:57:07
◼
►
But I was like, yeah, they killed it
00:57:12
◼
►
this product. Like I'm not going to say best product ever because I feel like that's elapsed
00:57:16
◼
►
into potential like self-parity when you do that but this is they got this one like this is a winner
00:57:22
◼
►
they they did a good job with this product this is one of those that you go like oh yeah this is
00:57:26
◼
►
sort of like how we felt about the AirPods last year where it's like oh yeah this is like this is
00:57:30
◼
►
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Jason Snow, it was earnings time. This one came out of the blue for me. I didn't even
00:58:56
◼
►
know there was so much going on. I'd forgotten that there was an earnings call coming up.
00:59:01
◼
►
Also I was at Dan Morin's house last week in Boston and he was like, "Hey, are earnings
00:59:06
◼
►
happening soon?"
00:59:07
◼
►
And I was like, "Oh geez, I hope they're not happening like tomorrow."
00:59:10
◼
►
And it was, "Oh no, they're happening next Thursday."
00:59:13
◼
►
Of course they are.
00:59:14
◼
►
The day before the iPhone X comes out, the week of the embargoed reviews and all of that,
00:59:19
◼
►
just throw in Apple's quarterly earnings.
00:59:22
◼
►
So you know, this is how I spend my afternoon once every three months, which is making charts
00:59:28
◼
►
and transcribing analyst calls and writing stories.
00:59:31
◼
►
And it's a--
00:59:32
◼
►
- Great job you do, Jason.
00:59:33
◼
►
A great job you do.
00:59:35
◼
►
- I killed it on the transcription this time.
00:59:38
◼
►
I used an online transcription tool
00:59:41
◼
►
and broke it up into little parts.
00:59:42
◼
►
And I think I beat everybody out with my transcript.
00:59:46
◼
►
So that mattered for a good 30 minutes,
00:59:49
◼
►
but yeah, I did that.
00:59:51
◼
►
And it's fun.
00:59:52
◼
►
It's good to refer to that.
00:59:53
◼
►
And then all the pretty charts too.
00:59:54
◼
►
So a good quarter for Apple.
00:59:57
◼
►
like this is their fiscal fourth quarter
00:59:59
◼
►
and it's kind of a sleepy quarter.
01:00:00
◼
►
I think it's their smallest of all their quarters,
01:00:02
◼
►
but it was a record fourth quarter.
01:00:06
◼
►
They made $52.6 billion in revenue.
01:00:09
◼
►
And from a financial perspective,
01:00:14
◼
►
'cause this is the one time I turn on like CNBC
01:00:17
◼
►
every three months is to see sort of like
01:00:19
◼
►
what are the analysts saying
01:00:20
◼
►
and the Wall Street people are saying.
01:00:23
◼
►
And they say lots of stupid things is the answer.
01:00:25
◼
►
They say a lot of things,
01:00:26
◼
►
oh, I don't know about this new iPhone.
01:00:27
◼
►
And they say that every year and they're wrong every time.
01:00:30
◼
►
And, but this time the way the stock market works, right,
01:00:34
◼
►
it's all about the future, it's futures trading.
01:00:35
◼
►
You're basically like betting on where the company's
01:00:38
◼
►
gonna go in the future.
01:00:39
◼
►
And if the company says, we're gonna have a great quarter,
01:00:42
◼
►
then the stock goes up
01:00:43
◼
►
because that becomes new information that's in there.
01:00:45
◼
►
And, but then they predict what they're gonna say
01:00:47
◼
►
and the stock sort of like builds based on the prediction.
01:00:51
◼
►
So it's, you know, it's a whole thing.
01:00:53
◼
►
but the Apple guidance, which is Apple saying,
01:00:57
◼
►
here's how much money we're gonna make next quarter,
01:00:59
◼
►
the holiday quarter,
01:01:00
◼
►
which is the biggest quarter for Apple every year.
01:01:03
◼
►
And they did their predictions, the analysts did,
01:01:07
◼
►
and then Apple, which is notoriously kind of conservative
01:01:11
◼
►
in their estimation of what their next,
01:01:13
◼
►
they very rarely say it's a big number
01:01:16
◼
►
and then they don't meet it.
01:01:17
◼
►
They meet their guesses.
01:01:19
◼
►
Apple's estimate for what they're gonna make next quarter,
01:01:23
◼
►
during the holidays, was way above the analysts,
01:01:28
◼
►
so they liked that.
01:01:30
◼
►
And it would be a record Apple holiday quarter
01:01:35
◼
►
by quite a bit, actually.
01:01:38
◼
►
And Apple seems quite confident,
01:01:42
◼
►
maybe a little less confident in the past,
01:01:44
◼
►
'cause they definitely have some new things
01:01:47
◼
►
with this iPhone X and iPhone 8 being out there,
01:01:49
◼
►
but they seem quite confident that next quarter will be their biggest quarter of all time.
01:01:54
◼
►
So let's break down some of what happened in financial Q4 and then we can talk a little
01:01:59
◼
►
bit more about that because that is really interesting.
01:02:02
◼
►
The future. So the iPhone, 55% of the revenue for the company. iPhone 8 sales exceeded expectations.
01:02:10
◼
►
Luca, what was Luca's first name?
01:02:14
◼
►
Luca is his first name.
01:02:16
◼
►
Yeah, he's Luca Maestri.
01:02:17
◼
►
Luca Maestri, that's it.
01:02:18
◼
►
- Mr. Maestri, that's it. - He's the CFO.
01:02:20
◼
►
- Luca Maestri does not sleep with the fishes.
01:02:23
◼
►
That's Luca Brasi from "The Godfather."
01:02:25
◼
►
- You know what?
01:02:26
◼
►
That's why I had to ask you
01:02:27
◼
►
because I just hear Brasi in my head.
01:02:29
◼
►
I'm so sorry, Luca. - Luca Brasi.
01:02:30
◼
►
- Mr. Maestri and Cook noted that since the 8
01:02:34
◼
►
and the 8+ went on sale,
01:02:36
◼
►
that they became the two most popular iPhone models
01:02:39
◼
►
and have been every week since then, like of all time,
01:02:42
◼
►
which is wild.
01:02:43
◼
►
- That is a direct,
01:02:44
◼
►
That is a direct attack on some analyst report
01:02:49
◼
►
that said that the iPhone 7 was selling better
01:02:52
◼
►
than the iPhone 8.
01:02:53
◼
►
That's what that's about.
01:02:55
◼
►
- Right, okay.
01:02:56
◼
►
So they instantly became the most popular
01:02:58
◼
►
is what they're saying.
01:02:58
◼
►
- Yeah, yeah, the 7 did not stay above them.
01:03:01
◼
►
They immediately became the most popular
01:03:02
◼
►
and have continued to be.
01:03:03
◼
►
So they were really batting down, without mentioning it,
01:03:05
◼
►
they were batting down a very specific report
01:03:07
◼
►
that the iPhone 8 sales were weak
01:03:09
◼
►
and that the 7 sales were actually better than the 8,
01:03:11
◼
►
which was based on a bunch of numbers that were really dumb
01:03:14
◼
►
and that everybody looked at and said,
01:03:15
◼
►
"Really? That doesn't seem right."
01:03:17
◼
►
And then Apple's like, "Yeah, it's totally not right."
01:03:20
◼
►
- The iPhone 8 Plus is the best selling to date
01:03:23
◼
►
of any of the Plus models, which surprised Apple.
01:03:26
◼
►
- Yeah, this is once again,
01:03:28
◼
►
I love when they admit that they were surprised
01:03:30
◼
►
and they did that a couple of times in this call.
01:03:34
◼
►
And this was one of them, which is the iPhone 8 Plus selling
01:03:38
◼
►
presumably in its mix with the 8,
01:03:41
◼
►
the best selling Plus model to date.
01:03:44
◼
►
and that they weren't really anticipating it
01:03:46
◼
►
to do that well.
01:03:47
◼
►
And it shows strength in, right?
01:03:50
◼
►
Because them being surprised means that despite
01:03:53
◼
►
all of their analysis they've got,
01:03:55
◼
►
which is way more than anybody on the outside has,
01:03:58
◼
►
they still can be surprised by demand for certain products.
01:04:02
◼
►
And the plus, the eight plus definitely did that.
01:04:05
◼
►
- I mean, if I was gonna put on my analyst hat for a moment,
01:04:08
◼
►
I would expect it's because the plus
01:04:11
◼
►
is not the top of the line anymore, it's the middle.
01:04:13
◼
►
and that people are just drawn to that.
01:04:16
◼
►
Like, it now sits in the middle.
01:04:18
◼
►
- I have a very important question.
01:04:19
◼
►
What does your analyst hat look like?
01:04:20
◼
►
Does it have like a propeller on top?
01:04:21
◼
►
- That was exactly what I was thinking of actually,
01:04:24
◼
►
that it was one of those hats with the propellers on the top.
01:04:26
◼
►
- It says analyst on the front
01:04:28
◼
►
and there's a propeller on top.
01:04:29
◼
►
- And that propeller is to help me shoot up the charts.
01:04:33
◼
►
Production is ramping up on the 10.
01:04:36
◼
►
They're making more and more of them
01:04:37
◼
►
at a rate that they're attempting to make
01:04:39
◼
►
more and more of them all the time, right?
01:04:40
◼
►
Like that's, you know, they're like,
01:04:42
◼
►
"Yeah, okay, we're gonna keep making them."
01:04:44
◼
►
- He said, "We don't know when they're gonna be
01:04:45
◼
►
"in balance or not," but they always say that, honestly.
01:04:49
◼
►
They're always kind of struggling with how they get
01:04:51
◼
►
into supply-demand balance of a new product.
01:04:54
◼
►
And what they didn't say is,
01:04:56
◼
►
"We anticipate really limited demand,
01:04:58
◼
►
"and therefore we're not gonna be able to sell
01:04:59
◼
►
"very many in the holiday quarter."
01:05:01
◼
►
And in fact, their estimates for margins and for profits
01:05:06
◼
►
in the holiday quarter suggest that they think
01:05:08
◼
►
the iPhone X's gonna sell pretty well,
01:05:10
◼
►
as are the 8 and the 8 Plus in the holiday quarter.
01:05:13
◼
►
So this is them showing some confidence in their ability
01:05:16
◼
►
to fill the supply chain.
01:05:18
◼
►
And we've seen that, like the phone is not back ordered
01:05:20
◼
►
until January or February at this point.
01:05:23
◼
►
Even now you can still get, I believe, the phone,
01:05:26
◼
►
the iPhone 10 in December,
01:05:27
◼
►
and they still show up in stores.
01:05:30
◼
►
So they are doing a pretty good job
01:05:32
◼
►
of fulfilling demand and ramping up.
01:05:35
◼
►
And the fact that your iPhone required a software update
01:05:37
◼
►
suggest that they've been building these things for a while
01:05:40
◼
►
in order to get a big pile of them to sell at launch.
01:05:45
◼
►
The other thing that they said that they aren't sure about,
01:05:47
◼
►
which I think was again telling,
01:05:49
◼
►
is this fact that they're selling the eight,
01:05:51
◼
►
eight plus and the 10.
01:05:52
◼
►
And somebody asked them like,
01:05:54
◼
►
what does that mean in terms of the mix of your sales?
01:05:56
◼
►
And are you gonna suppress sales of the eight for the 10?
01:06:00
◼
►
Or is the 10 gonna make people defer to later
01:06:02
◼
►
and all of that?
01:06:03
◼
►
And Tim Cook said, you know, we've thought about it a lot.
01:06:05
◼
►
We've got some ideas.
01:06:07
◼
►
this is our best guess, but we've never done this before.
01:06:10
◼
►
And he actually kind of laughed.
01:06:12
◼
►
He was like, we've never done this before, so we'll see.
01:06:15
◼
►
Like there was an admission there, at least a little bit,
01:06:17
◼
►
that Apple, which likes to have everything wired,
01:06:21
◼
►
everything locked down, like here's what's gonna happen,
01:06:23
◼
►
we know what's gonna happen, we're experts, we got this.
01:06:26
◼
►
They're like, yeah, the 10, the eight, eight plus, the 10,
01:06:29
◼
►
we don't really know how that's gonna go, we're confident,
01:06:31
◼
►
but we could be taken by surprise.
01:06:34
◼
►
And that's, they are more likely to disclose that
01:06:37
◼
►
in a financial context, right?
01:06:39
◼
►
Because they are trying to provide financial analysts
01:06:43
◼
►
with an understanding of the risks going forward
01:06:46
◼
►
and the limits of their knowledge
01:06:48
◼
►
and what they're able to project.
01:06:50
◼
►
But as people who follow the products like we do,
01:06:53
◼
►
it's still interesting information that they're,
01:06:56
◼
►
you know, they're not quite sure how it's gonna do.
01:06:58
◼
►
'Cause we talked about what a gamble this is on one level
01:07:00
◼
►
to kind of take this machine that makes money,
01:07:04
◼
►
which is the iPhone, and change how it runs
01:07:08
◼
►
by having this extra product in the product line
01:07:11
◼
►
at the high end.
01:07:12
◼
►
And you know, this is them saying,
01:07:14
◼
►
"We think it's gonna do well, but we don't exactly know."
01:07:21
◼
►
Second quarter with a sales increase.
01:07:25
◼
►
- iPad not dead for the second straight quarter.
01:07:28
◼
►
Isn't that nice?
01:07:30
◼
►
So excited, so excited.
01:07:33
◼
►
10.3 million units beating 9.3 from the quarter before.
01:07:36
◼
►
And the really, the best part of this,
01:07:40
◼
►
the very best part of this is that the average selling price
01:07:43
◼
►
took a bump up, which is a very, very good thing
01:07:47
◼
►
because last quarter, the average selling price went down.
01:07:51
◼
►
And what it indicated was that the increase in unit sales
01:07:55
◼
►
for the iPad year on year was because there was pent up
01:07:57
◼
►
demand for a cheap regular $329 iPad that they were going into education and the fear
01:08:03
◼
►
was that's what people wanted and the pros didn't care about. The average selling price
01:08:08
◼
►
going up means that the 10.5 did its job and I'm so frickin happy because the iPad is on
01:08:16
◼
►
the rise proving proving that if you put the effort into the product as they have with
01:08:23
◼
►
hardware and software in the last 12 months, you will sell them. And this is really, really
01:08:28
◼
►
good news for people like me and you who love and use our iPads. I'm so excited about it.
01:08:34
◼
►
Yeah, it is. Just put this in context. What was it? 13 straight quarters, 12, 13 straight
01:08:42
◼
►
quarters of year-over-year unit decline, followed by two straight quarters of more than 10%
01:08:48
◼
►
of double digit unit growth year over year.
01:08:51
◼
►
It's gonna be interesting to see how the holidays shake out
01:08:56
◼
►
and will they be able to go year over year?
01:08:58
◼
►
'Cause that will mean that they'll need a bigger bump
01:09:00
◼
►
because the holiday sells a lot of iPads.
01:09:01
◼
►
So how will that do?
01:09:04
◼
►
I would, I'm more inclined to believe
01:09:06
◼
►
that they will grow year over year in the holiday quarter too
01:09:08
◼
►
because it feels like they've righted the ship here
01:09:10
◼
►
a little bit, that they hit bottom
01:09:12
◼
►
and now they're in a growth path
01:09:14
◼
►
and it may not be an exponential growth path,
01:09:16
◼
►
But even if that iPad grows 10 to 15% a year,
01:09:21
◼
►
that is a, they're moving in the right direction.
01:09:23
◼
►
- Or even stabilizes.
01:09:25
◼
►
That's all we really wanted was just stability.
01:09:28
◼
►
The Mac continues stability, right?
01:09:30
◼
►
And we'll talk about that in a moment
01:09:31
◼
►
'cause there's some interesting stuff there too.
01:09:33
◼
►
But the Mac is relatively stable.
01:09:35
◼
►
The iPad was just falling, falling, falling.
01:09:38
◼
►
So stability and increase, I mean, it's amazing.
01:09:42
◼
►
I could have, I dreamt for sales increases, honestly.
01:09:45
◼
►
All I was really hoping is that it would just stop falling.
01:09:49
◼
►
And this is just fantastic news.
01:09:51
◼
►
- I'll also point out the revenue last quarter,
01:09:53
◼
►
the year over year revenue increase for the iPad.
01:09:55
◼
►
You mentioned the ASP, which is absolutely true.
01:09:57
◼
►
Like they're selling more iPad Pros.
01:09:59
◼
►
The 10.5 iPad Pro is driving a lot of the sales increase
01:10:04
◼
►
where it was last quarter, it was that cheap iPad.
01:10:07
◼
►
And so last quarter, year over year unit sales went up 15%,
01:10:12
◼
►
but revenue only went up 2%.
01:10:14
◼
►
This quarter, they were up 11% in units
01:10:18
◼
►
and 14% in revenue.
01:10:20
◼
►
So you can see it in a couple of different places
01:10:23
◼
►
that this is a good story.
01:10:25
◼
►
So second straight quarter of good story for the iPad,
01:10:29
◼
►
but that story was about the cheap iPad
01:10:32
◼
►
and this quarter story is about the iPad Pro doing well.
01:10:35
◼
►
So yeah, iPad fans, thumbs up.
01:10:38
◼
►
It was good.
01:10:40
◼
►
It was a good result.
01:10:42
◼
►
2017 was the best year of sales ever for the Mac.
01:10:46
◼
►
Who would have thought that?
01:10:49
◼
►
Who would have guessed that one?
01:10:52
◼
►
The fourth quarter was the best quarter increase
01:10:54
◼
►
of all of them.
01:10:55
◼
►
5.4 million units compared to 4.9 million the year before.
01:11:00
◼
►
Apple said that they sold more Macs in China
01:11:03
◼
►
than they ever have before in mainland China.
01:11:05
◼
►
ASP is up and this, and Apple suggested,
01:11:08
◼
►
this is all due to the MacBook Pro.
01:11:11
◼
►
- Yeah, this is basically, 'cause this is not,
01:11:14
◼
►
as far as I can tell, the best year for the Mac
01:11:19
◼
►
in terms of units, but it is in terms of revenue.
01:11:24
◼
►
And the reason for that is the MacBook Pro, right?
01:11:30
◼
►
It's that that's a more expensive computer,
01:11:34
◼
►
that they sold a lot of them and it's more expensive.
01:11:37
◼
►
And so the average selling price went up
01:11:39
◼
►
and the revenue went up.
01:11:40
◼
►
So they averaged 6.5 billion in revenue per quarter
01:11:45
◼
►
in fiscal 2017.
01:11:49
◼
►
So that's healthy.
01:11:52
◼
►
That's the most that they've, in my charts,
01:11:54
◼
►
that's the most they've ever done
01:11:55
◼
►
in a four quarter average is 6.5.
01:11:58
◼
►
So that's good.
01:11:59
◼
►
That is their best of the year.
01:12:01
◼
►
In 2015, they did 6.4.
01:12:03
◼
►
They were close.
01:12:04
◼
►
Units, they're down at one point at the end of 2015 again,
01:12:09
◼
►
They sold about 5.15 million Macs per quarter for that year,
01:12:14
◼
►
and it's 4.82 this time.
01:12:18
◼
►
So they're coming off of a high in 2015
01:12:21
◼
►
like they are with so many other products, right?
01:12:23
◼
►
Like the iPhone especially.
01:12:25
◼
►
But still, it's a good Mac year, like they said,
01:12:30
◼
►
it's the best in terms of Mac revenue.
01:12:32
◼
►
It's a 25% year-over-year change in Mac revenue.
01:12:37
◼
►
It's four straight quarters of Mac revenue growth.
01:12:40
◼
►
So I, as a glass half full person, I say,
01:12:46
◼
►
look, the Mac is a good and growing business
01:12:49
◼
►
and new Macs drive Mac sales.
01:12:53
◼
►
I can see how a glass half empty person would say,
01:12:56
◼
►
one, if you don't like the MacBook Pro,
01:13:00
◼
►
you look at this and you're like, what do you mean?
01:13:02
◼
►
I hate that thing.
01:13:03
◼
►
Why is that driving Mac sales?
01:13:05
◼
►
I could argue because it's the MacBook Pro
01:13:08
◼
►
and people are gonna buy it 'cause they need a MacBook Pro,
01:13:10
◼
►
they need a Pro Mac laptop.
01:13:12
◼
►
And maybe they care about the stuff you care about,
01:13:16
◼
►
about the keyboard and USB-C and all that,
01:13:19
◼
►
but they still need to buy it and maybe they don't care.
01:13:21
◼
►
But it's been a business success.
01:13:24
◼
►
I would also say the glass half empty person might say,
01:13:26
◼
►
well, geez, if the product is successful,
01:13:30
◼
►
maybe they should pay more attention to it.
01:13:32
◼
►
But I feel like we had that moment
01:13:35
◼
►
with the round table that was sort of like,
01:13:38
◼
►
okay, we hear you.
01:13:39
◼
►
And we've seen some behavior on Apple's part
01:13:41
◼
►
in terms of updating Macs more frequently,
01:13:43
◼
►
like the MacBook Pro got a speed bump at some point.
01:13:46
◼
►
And we've also seen that the Mac after a down year,
01:13:51
◼
►
like the iPhone has had a good growth year this year.
01:13:56
◼
►
So I'm choosing to be hopeful that the more the Mac grows
01:14:00
◼
►
and the fact that Apple is paying more attention to the Mac,
01:14:02
◼
►
this is good for the future of the Mac,
01:14:04
◼
►
especially when you talk,
01:14:06
◼
►
as they mentioned in the analyst call,
01:14:08
◼
►
that the PC market contracted.
01:14:11
◼
►
And so Apple gained market share.
01:14:14
◼
►
And that is always,
01:14:16
◼
►
I think Marco made this point on ATP last week,
01:14:18
◼
►
is you can say that the Mac is boring
01:14:21
◼
►
and the PC market is boring
01:14:23
◼
►
because it's a market that is contracting,
01:14:25
◼
►
but you could also say that it's a huge opportunity
01:14:28
◼
►
and that Apple could double Mac sales if it wanted to,
01:14:32
◼
►
because the PC market is boring and contracting,
01:14:36
◼
►
but Mac sales are growing.
01:14:38
◼
►
So they could steal even more Mac, more PC sales away
01:14:42
◼
►
and convert those people to Mac users.
01:14:43
◼
►
And you can still get a growth business for quite a while
01:14:48
◼
►
in a market that's contracting.
01:14:50
◼
►
And so, yeah, I think this is really great news,
01:14:53
◼
►
as good as the iPad news is,
01:14:55
◼
►
because it's sort of like off death store,
01:14:58
◼
►
the Mac news is also really good because after 2016,
01:15:00
◼
►
you could have looked at it and said,
01:15:01
◼
►
okay, the bottom fell out of the Mac,
01:15:03
◼
►
it's just gonna be flat from now on.
01:15:05
◼
►
And that's not the case,
01:15:06
◼
►
in fact, it's accelerated this quarter.
01:15:08
◼
►
- Apple Watch and wearables are growing,
01:15:11
◼
►
we don't have data on this specifically.
01:15:14
◼
►
We know that Apple Watch saw a 50% growth year on year,
01:15:17
◼
►
and that the overall category is up 75% year on year,
01:15:21
◼
►
probably also including AirPods,
01:15:23
◼
►
but that's as much as we get statistics wise.
01:15:25
◼
►
There's no revenue, there's no units,
01:15:27
◼
►
nothing built into this right now.
01:15:29
◼
►
- Right, they used these, you know, no details,
01:15:32
◼
►
just growth numbers to say, Apple Watch,
01:15:35
◼
►
they said third consecutive quarter of growth
01:15:37
◼
►
that I assume is year over year, but that's good.
01:15:40
◼
►
You can do some solving for X and sort of figure out
01:15:42
◼
►
what the Apple Watch growth is really,
01:15:45
◼
►
and some of the analysts have done that,
01:15:48
◼
►
and I think they've done a good job.
01:15:49
◼
►
As much as I joke about the Bezos chart of,
01:15:52
◼
►
we don't really know, it's just Tim Cook says stuff,
01:15:55
◼
►
you can get a sense, and they have said, yeah,
01:15:57
◼
►
three consecutive quarters of 50% year over year growth is good. That's really good. Like,
01:16:02
◼
►
that's better than any other product in Apple's product line. And it's a small number, which
01:16:06
◼
►
is why it can grow so fast, but it's still growing. The Apple Watch is not... Every now
01:16:10
◼
►
and then I see somebody like, "Oh, the Apple Watch, that's stupid." And it's like, "Well,
01:16:14
◼
►
okay, but look, they're growing that business 50% year over year every quarter at this point.
01:16:19
◼
►
That's a pretty good sign that it's doing well and that their wearables is up 75% year
01:16:24
◼
►
over here says AirPods are doing really well too and I like how they classify those together
01:16:30
◼
►
as wearables. Like this is their message to Wall Street especially is like we're in wearables.
01:16:35
◼
►
This is an ongoing thing and it's not just one product. We're going to make little computers
01:16:39
◼
►
that you put on your wrist or stick in your ears or who knows where else they might go
01:16:43
◼
►
maybe in your analyst hat. We'll see.
01:16:47
◼
►
propellers. Services are at an all-time high. $8.5 billion in revenue, up from $6.3 billion
01:16:54
◼
►
the year before. That is a huge jump. And Luca Maestri, not Brasi, said that Apple Music
01:17:02
◼
►
has turned the corner, whatever that means. But we can assume that what that means is
01:17:07
◼
►
they got a lot more subscribers in this quarter. So services is up and everyone's happy.
01:17:13
◼
►
getting money from all this is the yeah this is the product because it's weird because
01:17:18
◼
►
it's services and not a physical product and so it changes how you have to think about
01:17:22
◼
►
Apple's business but it is the the part of Apple's business that is growing like the
01:17:29
◼
►
iPhone grew in the early days like the iPad grew in the early days where it just it's
01:17:33
◼
►
like a machine it just keeps on growing and Apple has said they wanted to double their
01:17:38
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services revenue from, you know, from 2015 or 2016, maybe by 2020, they expected to double
01:17:45
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it and they are on their way to doing that. And the Wall Street people, the money people
01:17:49
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love that. If you're focused on Apple as a hardware company, services is weird and different.
01:17:55
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And you know, we talked about Apple video service earlier, but like this is all still
01:18:00
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a huge part, a huge component of their business and is growing dramatically. And the Apple
01:18:06
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music stuff they mentioned, they gave an update to that, which Luca has been doing for the
01:18:10
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last few quarters, because once they launched Apple Music, they admitted that the iTunes
01:18:15
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sales were dropping. They didn't talk about it before then, but then they're like, "Yeah,
01:18:18
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you know, iTunes music sales have been dropping." But what they said this time was that it's
01:18:24
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turned the corner, that their music segment is now growing again for the first time. And
01:18:30
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that's because they still have iTunes music sales revenue, but their Apple Music is growing
01:18:35
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enough to offset the loss of a la carte music sales.
01:18:42
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And so they've got a growing music business again.
01:18:46
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And then looking forward to Q1, so as Jason mentioned, this Apple forecasting, like just
01:18:55
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a storm of a quarter, a guidance of 84 to 87 billion dollars for the quarter, which
01:19:02
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be between $5.6 to $8.6 billion more than last year. If they do this, this will be the company's
01:19:10
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largest year over year jump of all time, beating the $17 billion increase from 2013 to 2014 Q1.
01:19:17
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So Wall Street is understandably freaking out over this because it's such a huge amount of money.
01:19:23
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The record quarter for iPhone sales is $78.2 million. I wonder if they're going to beat that
01:19:31
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to? I assume so, right? Like if you're gonna drive 5.6 to 8.6 billion dollars more revenue,
01:19:38
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that's gotta come from iPhones, right?
01:19:43
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Uh, primarily, right? But I think they would imagine that all their products will sell
01:19:49
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better, but I think they're anticipating a huge number of iPhones sold. Eight. Because
01:19:53
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the eight only was out for a short time in this quarter, in the past quarter. So most
01:19:58
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of that is gonna be here and the iPhone 10
01:20:01
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is gonna be in here.
01:20:02
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So that's a huge part of it.
01:20:04
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I should say, I'm not quite sure where that,
01:20:05
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like the biggest jump thing comes from
01:20:09
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because in holiday 14, they did 57 billion,
01:20:14
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basically 58 billion.
01:20:15
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- I got it from your uncle.
01:20:17
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- They did 75.
01:20:18
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Well, no, it's the biggest jump they've taken in a while,
01:20:21
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not ever because the jump from 2014 to 2015 was enormous.
01:20:26
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That was when the iPhone kind of went supersonic.
01:20:30
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That like, they went from 58 billion to 75 billion.
01:20:35
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- The same thing was the history then,
01:20:36
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►
is a better way to say.
01:20:39
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►
- But the last three have been incremental.
01:20:41
◼
►
Like the last three holiday quarters have been 74.6,
01:20:47
◼
►
And so I think it would have been reasonable
01:20:49
◼
►
for Wall Street to say,
01:20:50
◼
►
okay, this is the new normal with Apple.
01:20:52
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►
They'll hit 80.
01:20:53
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►
And I think that's basically what they did.
01:20:54
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►
Is they're like, yeah, it'll be 80.
01:20:56
◼
►
And Apple's like, "Nope, it's gonna be between 84 and 87."
01:20:59
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►
And the Wall Street's like, "Oh my God, what, what is, what?"
01:21:04
◼
►
And presumably, you know, the stock went up
01:21:06
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►
and all of those things too.
01:21:06
◼
►
So it's quite a bold, a bold prediction on their part,
01:21:10
◼
►
even though they admit they don't entirely know
01:21:12
◼
►
what's gonna happen with the iPhone,
01:21:13
◼
►
they're still confident enough.
01:21:15
◼
►
And they generally hit in that range.
01:21:16
◼
►
So I think where we will look at a 60, you know,
01:21:18
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►
86, 87 billion revenue quarter, which is bananas, right?
01:21:23
◼
►
And that's keeping in mind that four years ago,
01:21:26
◼
►
their holiday quarter was 58 to be like 30 billion more.
01:21:31
◼
►
- In a few years time, they may hit 100 per quarter.
01:21:37
◼
►
I mean, if you look at their holiday quarter revenue numbers
01:21:41
◼
►
in what is it?
01:21:45
◼
►
In the 2010 holiday quarter, it was 26.7.
01:21:56
◼
►
Wow, that is wild.
01:21:57
◼
►
- And so as we move to the end of the decade,
01:21:59
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►
they're closing in on 90.
01:22:01
◼
►
Yeah, this is one of those things where I post these charts
01:22:05
◼
►
and people are like, yep, Apple's totally doomed.
01:22:07
◼
►
Like again, Apple is not free from criticism
01:22:11
◼
►
just 'cause it's making money.
01:22:14
◼
►
And there are lots of people who criticize it
01:22:15
◼
►
and rightly so in their products and strategies
01:22:18
◼
►
all should be analyzed carefully.
01:22:20
◼
►
No one can deny that Apple is just printing money at this point.
01:22:24
◼
►
Just, it is a massively profitable and a huge revenue driver is just a huge company making
01:22:31
◼
►
huge amounts of money.
01:22:32
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Let's wrap up today with some #AskUpgrade questions.
01:24:33
◼
►
Meir asked, If Apple knew that the iPhone X supply could be limited, why did they include
01:24:39
◼
►
more countries than usual on launch day. For example, India is usually not included, but
01:24:44
◼
►
it was this time.
01:24:46
◼
►
So I had some thoughts about this Jason. We were concerned and it does look like the supply
01:24:51
◼
►
was maybe not as limited as we feared but still limited. So why if supply is limited
01:24:57
◼
►
why include more countries? I expect it's because they want to show the same commitment
01:25:04
◼
►
to their growing market in India as they did with China.
01:25:08
◼
►
Apple want India to be their next big major market, so they should treat it as such.
01:25:12
◼
►
And you show it respect, you show the market respect by giving them the device on day one,
01:25:18
◼
►
Yeah, I think so.
01:25:19
◼
►
And I think this is one of the ways that Apple pushes itself, is Apple wants to roll out
01:25:23
◼
►
internationally everywhere.
01:25:25
◼
►
You see a lot of tech companies, they roll out in one country, or three countries, or
01:25:29
◼
►
seven countries.
01:25:30
◼
►
And Apple wants to keep expanding its day one rollout.
01:25:34
◼
►
got a lot of work to do still but it is pushing it more and more every time. I
01:25:39
◼
►
imagine they go into a new product launch and they say you know we're gonna
01:25:43
◼
►
push you on how many of these you can make and we're gonna push you on
01:25:46
◼
►
shipping them internationally and if they truly felt like there was no way
01:25:52
◼
►
anyone was going to get them and it was gonna be a debacle they would have cut
01:25:55
◼
►
back on the launch countries. I think you could have taken the number of launch
01:25:58
◼
►
countries as a sign that Apple was pretty confident that they could ship
01:26:02
◼
►
enough iPhone 10s to get close to demand and not have it be like a disaster where
01:26:08
◼
►
they're turning people away who are going to not ever buy their phone. And
01:26:12
◼
►
you're right, they're investing in those countries. Like China, it's super
01:26:14
◼
►
important because there's definitely a perception that a lot of
01:26:18
◼
►
iPhone sales in China are for, you know, appreciably different models. Like when
01:26:23
◼
►
the iPhone changes a lot, when the 6 came out, there was a huge spike
01:26:27
◼
►
in sales, and so there's anticipation that the 10 is going to be wildly
01:26:31
◼
►
successful in China. And so you know they want to be there. But yeah, they said very
01:26:35
◼
►
nice things on the analyst call about India and how encouraged they are and how that business
01:26:39
◼
►
is growing. So they definitely want to give them some love too. So I think it's a combination
01:26:43
◼
►
of them wanting to up their game in terms of pre-production of units and up their game
01:26:48
◼
►
in terms of distribution in different countries. Because I think ideally Apple would ship phones
01:26:54
◼
►
to every region on day one. I think that's what they really would like to do. And they
01:26:59
◼
►
can't quite do that yet, but I think they want to get there.
01:27:02
◼
►
And so they want to keep pushing on that front.
01:27:05
◼
►
- So we have Vidit in the chat room, who's in India.
01:27:09
◼
►
And Vidit is saying that supply is very low, right?
01:27:11
◼
►
Like that they're not distributing it to all the
01:27:13
◼
►
pre-sellers that they usually do, right?
01:27:15
◼
►
Like that it is low.
01:27:16
◼
►
I mean, it is low everywhere, of course, but like,
01:27:18
◼
►
it is there, they're trying, right?
01:27:21
◼
►
- Well, and I think Apple probably looks at the India market
01:27:23
◼
►
and says, a phone that's $999 in the US,
01:27:27
◼
►
like there is a very small, small section of the India market
01:27:32
◼
►
that will pay that kind of money for an iPhone.
01:27:35
◼
►
And so they can say that it's in India
01:27:37
◼
►
and they can give some to their partners
01:27:39
◼
►
who can sell them to their very best customers,
01:27:41
◼
►
but they probably don't imagine that that's a huge drain
01:27:44
◼
►
on the production line, right?
01:27:46
◼
►
Because Apple's doing most of its India cultivation
01:27:49
◼
►
at lower price points where it's more affordable
01:27:53
◼
►
to middle-class people in India.
01:27:56
◼
►
but why not put the iPhone X on the list
01:28:00
◼
►
and let your partners there sell those
01:28:02
◼
►
to their top-notch customers who will pay the most
01:28:06
◼
►
for the latest and greatest.
01:28:08
◼
►
So yeah, I think that's reasonable
01:28:10
◼
►
that they're not anticipating it's gonna be a huge seller,
01:28:12
◼
►
but they wanna have it available in that.
01:28:15
◼
►
And then they can check it off and say,
01:28:16
◼
►
yeah, we were in India day one.
01:28:17
◼
►
- Tyler asked, "When the iPad eventually gets Face ID,
01:28:21
◼
►
"do you think they keep the camera at the top
01:28:22
◼
►
"or move it to the long side
01:28:24
◼
►
where the thicker, longer bezel is. What do you think, Jason?
01:28:27
◼
►
That's a good question. Apple has aggressively treated the iPad as this. I mean, like, the logo
01:28:35
◼
►
on it suggests that they really think people use it in portrait orientation, but I use it mostly in
01:28:41
◼
►
landscape. I realize that perhaps I'm an outlier there. No, no, no. Smart keyboard, right? Like,
01:28:47
◼
►
they-- Apple look at it as both now, right? Like, they acknowledge the landscape.
01:28:53
◼
►
I think that I think it's a I think it's a question of, you know, the the cameras in one place. I think
01:28:59
◼
►
I don't think it matters. I think they will leave enough of a bezel that it won't necessarily have
01:29:03
◼
►
a notch on the iPad, but they'll try to get it close to the edges much closer to the edges than
01:29:09
◼
►
I mean, they've been doing that anyway. They could do a notch but they may not they may not
01:29:13
◼
►
bother with that because they've got more room to play with. I think the real question is going to be
01:29:19
◼
►
letting face ID camera and projector and dot projector and all of that do handle handle
01:29:26
◼
►
both orientations.
01:29:27
◼
►
Yeah, right. Because the iPhone doesn't right now you have to be portra--
01:29:31
◼
►
And I don't think they're going to do two sets, right? They're not going to do two sets
01:29:33
◼
►
of sensors. There'll be one set of sensors. So if I had to pick where it's going to be,
01:29:37
◼
►
my guess is it'll be where it is now, which is at the top in portrait, but they're going
01:29:41
◼
►
to need it to work in landscape.
01:29:43
◼
►
They wouldn't need two, Jason, they'd need four. You'd need four cameras on it if it
01:29:47
◼
►
only works in one orientation, right? Because you could be holding it upside down. And like,
01:29:53
◼
►
depending on what landscape side, there's no specific landscape size, you'd need at
01:29:57
◼
►
least three, maybe four cameras, it'd be wild. So I actually think now that Face ID on the
01:30:01
◼
►
iPad is a little bit further away than I thought it would be. I thought maybe we'd get one
01:30:05
◼
►
next year, but it might be further away than that. Like, the technology has to be better,
01:30:09
◼
►
I guess, to be able to do it in multiple orientations, which they will, I expect, fix eventually.
01:30:16
◼
►
that might not be immediately. We might still be waiting a little bit for that. Simon wants to know,
01:30:20
◼
►
do you think that we will see any new iPhones coming out of Apple without face ID in them?
01:30:27
◼
►
So next year will Apple sell a new iPhone that does not have face ID?
01:30:34
◼
►
I think there will be a new iPhone SE that won't have face ID, right? And I think there will
01:30:38
◼
►
probably be an iteration on the 8, like an 8S or something that will not have face ID.
01:30:43
◼
►
I think we have one more year of non-10 phones, right, this design. I think we have one more year
01:30:50
◼
►
of there being another iteration on the 687 line before we get to multiple of the new full-screen
01:30:59
◼
►
phones. They like to keep the old models around, so those old models will have it, and they will
01:31:03
◼
►
probably do some progression on the old models. I doubt that they'll just be like, "Here's the
01:31:06
◼
►
iPhone 10.2, and the old iPhones are gone. You can just keep buying the 8." My gut feeling is that
01:31:13
◼
►
that there will be an 8s and they'll keep kind of driving that forward. They may not.
01:31:17
◼
►
They may just keep the 8 around and let it kick around for a while. The SE needs an update
01:31:22
◼
►
though, so if I go by the fundamentals of this question I would say yes there will be
01:31:26
◼
►
because I think there will be a new SE and it will still not be Face ID.
01:31:33
◼
►
Myke asked, "Have you noticed any screen issues on the iPhone X like the Pixel 2 XL?"
01:31:39
◼
►
I don't have the Pixel 2 XL, so I've only read reports about it.
01:31:44
◼
►
I would say there is a slight color shift.
01:31:46
◼
►
I didn't really see it at first, but if you look at the white screen and you tilt it a
01:31:50
◼
►
little bit, it gets a little bit bluer, but it's super subtle.
01:31:54
◼
►
My understanding is compared to most OLED screens, Apple's done a good job to kind of
01:31:57
◼
►
like minimize it and have it be not like localized to part of the screen, but it's really kind
01:32:01
◼
►
of the whole thing just makes it a little bit bluer, and that's just an OLED thing.
01:32:06
◼
►
I haven't noticed anything beyond that.
01:32:09
◼
►
have noticed that the auto brightness setting in the display settings has been moved to
01:32:16
◼
►
accessibility it's really been hidden away and on the iPhone 10 it actually says if you
01:32:21
◼
►
turn this off it may impact the life of your screen.
01:32:27
◼
►
Yeah and that's an example where Apple is trying very hard to get you to not change
01:32:34
◼
►
that setting because it might have an impact. So yeah, you have to go to General, Accessibility,
01:32:41
◼
►
Display, I think, and then Display Accommodations, Auto Brightness, and it says, "Turning off
01:32:52
◼
►
auto brightness may affect battery life and long-term display performance." Right? So
01:32:59
◼
►
Apple is doing a lot of stuff to deal with the fact that it's an OLED screen.
01:33:04
◼
►
But right now it looks great. It looks beautiful. I love the contrast on it. I don't really watch a
01:33:10
◼
►
lot of videos on my iPhone because I prefer my iPad and my iPad Pro can do HDR video too, so
01:33:16
◼
►
that's pretty great. But it's something that bears watching, right? I mean, it is a first-generation
01:33:22
◼
►
product, and even if it's great today, there could be issues that crop up over the next year or two
01:33:27
◼
►
that we learn about that we just don't know because it's a new Apple product.
01:33:31
◼
►
Yeah, I can't remember where I heard. Oh, this is in Neil A. Patel's full review. He said,
01:33:37
◼
►
"All OLED screens have burn-in. It's just a case of how long."
01:33:41
◼
►
Yeah, and what Apple does to try and subvert it and move things around, right? Because you can
01:33:48
◼
►
try to avoid burn-in in a bunch of ways by changing what's on the screen. Like in the Notch, do they
01:33:56
◼
►
try to vary what's in the notch so that it doesn't burn in, you know, the usual stuff that's in the
01:34:01
◼
►
notch that it's all of these things. I'm sure that they're doing a lot of analysis and trying to do
01:34:06
◼
►
what they can in software to mitigate this, but it isn't a lead screen. And yeah, there will probably
01:34:11
◼
►
be a story in two or three years where somebody is like, Oh, I can't resell my iPhone 10 because it's
01:34:17
◼
►
got some burn-in and that'll be new. But you know, by, by two years from now, it might also be like,
01:34:23
◼
►
well, yep, that's what happens with these screens. So who knows? I mean, that's the truth of it is we
01:34:29
◼
►
just don't know. Oh, I was going to say one thing I wanted to do a follow-up of somebody pointed out
01:34:35
◼
►
in the chat room. I said the iPhone 8s, but it may be the iPhone 9 just to give us an iPhone 9
01:34:40
◼
►
so it isn't just hanging out there. Like do an iPhone 9. It's like Mac OS 9. It's like, yep.
01:34:45
◼
►
And this is the bridge and now we'll have a funeral for the iPhone 9.
01:34:51
◼
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And finally today Charlie wants to know can you send Animojis through other
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apps other than iMessage maybe an app like WhatsApp. So Animoji is an iMessage
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application right like it's not a standalone thing it is an app in iMessage
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but when you send an Animoji it becomes it's a video file so you can tap it
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you can save it you can share it in other places so a way you can do this
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send them to yourself so just yep open up iMessage put in your email address
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for your phone number, record the animoji, send it to yourself, once it's sent tap on
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it, then you get the little share button so you can save it as a video to your camera
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roll or you can share it to other applications. It's not ideal but it's a way to do it.
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So there you go. And then you can send animoji, you can put them on Twitter, you can put them
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on Slack, you can put them on WhatsApp, wherever you want, whatever you want to do, you can
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put them anywhere. That's one of the great things about it is that you can do that because
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Apple could have found a way to stop that and I'm pleased that they didn't because it's
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allowed for an emoji karaoke right like that's because the fact that you can get them out
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of iMessage as these video files. Alright so thanks so much for listening to this week's
01:35:56
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episode if you want to find our show notes it's at relay.fm/upgrades/166 if you want
01:36:00
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to get involved to the show you can ask us a question for the beginning with the hashtag
01:36:05
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SnellTalk and that can open up the show with something fun something different to keep
01:36:09
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us nice and varied at the beginning and if you have any questions you want us to answer
01:36:13
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that are a bit more technological in nature, you can use the hashtag #AskUpgrade and we
01:36:18
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close out the show with those. If you want to find Jason online he's @JSnell on twitter
01:36:23
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and he's over at SixColors.com for all the great commentary that he does along with Dan
01:36:28
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Moran and some other featured guests. I'm @imike, I M Y K E. Thanks again to Casper,
01:36:35
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Encapsula and Eero for supporting this week's show and most of all thank you for listening
01:36:39
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and we'll be back next time. Until then, say goodbye Jason Snell.
01:36:43
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Goodbye everybody!
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