96: ‘The Edition Edition’, With Ben ‘Bengate’ Thompson
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I think you're about two months ago and i know im trying to mix it up with gas
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but I really really wanted you back now to talk about the watch will need a full
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range of opinions about it right and Renee and I last week just more or less
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scripted because we already filled up two hours with just the iPhone and and a
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tetra I forget if I said this to renew her put it in my review but I'm really
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do that I understand I think I put my review but I understand why Apple did it
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that way in terms of the event you know phone Apple pay and the introduction of
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the watch all at once but it really to me gave short shrift what's the short
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short shrift to to the iPhone sex to me and I understand why they did it but boy
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and as a writer someone trying to get a handle on all this it it was just
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impossible you know and you get you know thirty minutes forty minutes after the
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event to talk doubtful wraps and there is just no way it always seems to go by
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fast and I always come up with questions good questions as soon as I'm out of you
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know and the event is over but this time it was just impossible I was like I did
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I really felt like there is no way to ask all the questions I wanna do I
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wanted an hour to talk about both things you know the phone and what kind of bad
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news that the phone has gotten this week and obviously it's an annual tradition
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that there is some sort of some sort of gave you know every year
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spotlight had a great post on this thing that basically everyone comes down to
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people not understanding physics if you think about the the phone never got the
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positive cycle in some ways the the week where everyone's talking about the phone
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was drowned out by the watch and but it still got the necklace I climb out of
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its gonna hurt I don't think it's gonna hurt it really but it's interesting that
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the whole cycle has been kinda
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of upset a little bit yeah I definitely think so you know it's coming up on
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three weeks since the amount I think so there'll be three weeks come Tuesday so
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you know it just still feels like that I've found yet just never got the
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positive part everybody was so you know into the pay and the watch in the first
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week then they're just a few days you know that that brief period between 12
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review embargo is over and then when they people actually get their hands on
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their phones
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Friday morning and then I was it you know
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yeah it's interesting I mean I obviously we should talk with him or the whole
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iPhone and watch being together because I thought pre-event and made a lot of
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sense because i win
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into the event working for the washroom or phone accessory and that was the
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microcosm of the event was that it was presented it wasn't really an accessory
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it needed it but it wasn't but if that's the case then maybe they didn't need to
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necessarily be presented together so either that it's actually really think
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about the the kind the the optics perspective of how they introduced both
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products they didn't need to be introduced together and part of why they
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didn't need to be is that the watch does work with I think all the way back to
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the 40 S or at least to the iPhone 5 maybe just iPhone 5 but you know at
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least 22 years of existing iPhones Tim Cook said Dorit there's at least a
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hundred million people out there that already even before the iPhone 6 it
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already owned an iPhone that compatible with the watch so they didn't need to
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like I think maybe if you know there's a story that came out this week that from
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the information that you know that Apple had been hoping to actually have the
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watch on sale this year
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rather than just announcing it and and hoping that it comes out early next year
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what they say they'd be lucky if it came out by Valentine's Day which is
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interesting but not surprising to me I mean of course they would rather have it
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come out sooner rather than later
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you know and like everything in all of us do most things end up taking longer
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than we had hoped this is where we know that well we're running an hour late
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which which is fine because I'm a writer to as I can appreciate you you just need
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to wrap it up but then I realized about Derek Jeter and I was much more conflict
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in my in my emotions oh that that was the hold up waiting to start the podcast
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yes which is financially I i appreciate dieter all that went down until you
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wrote in the article that it's been so long since the Yankees won in meanwhile
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I'm sitting here as Milwaukee Brewers fan we never learn anything and the disc
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sales representing you really crapped out this year 2000 brutal
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20 games over five hundred at one point I don't know was that many but they had
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like a 10 game with a division or something and it's it's it's it's it's
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the Brewers sometime about but I do think it helped though and that's why in
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our even said last week it why month prior in August that I sort of hinted
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that I thought the watchword be announced in the September event is at
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its combined with the fact that they do kind of go along with each other and if
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they were gonna talk about like health kit and you know I am a thing on the
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phone and fitness tracking they certainly are companions you know
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siblings in that regard
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you know that the information that's gonna fill up the health app is you know
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gonna come from those two sources gonna come from the phones gonna company watch
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if you buy the watch
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but it's also to me about how you set up the next event which I expect you know
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sometime in October you know as as per the previous three years where they'll
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do knew I pop pads and give yosemite a proper you know public unveiling right
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in a wooded definitely made even less sense they're right you've noted in
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what's the more the thing is like I mean I haven't evolved position on the other
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whites I was initially am quite critical that issued much more focus and limited
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now I think it's much more ambitious than I at first realized and not only
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that I think that's probably the right move it to establish the category which
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I'm sure we can get into a little bit but the fact that it was introduced with
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the phone only reinforced the sense that it's that it's a companion for the phone
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but the event itself presented that it was ending so like their end up being
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actually think more cognitive dissonance then then had it been at a separate
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event even made would've been awkward at another time but here was just just kind
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of strange and I think it almost muddied the message that I think they were
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sending yeah I think so too and I'm not sure whether that's a mistake or not if
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you like we have to wait and see how this plays out and it may not hurt them
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at all but I do think it was as the time goes by and I i wanna talk about this
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because I think it's been an interesting three weeks with no new information is
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actually come out right I mean we don't have any more information than what
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Apple told us and published on apple.com on Tuesday September night but I feel
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like a lot of us have our understanding and expectations for the watch have
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changed significantly
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you know yours publicly you know from what you wrote initially to what you
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published this week
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in mind too even though you know even since from what I wrote a week after the
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event you know and I was listening to and others another one that just came
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out today before I didn't get those into better listen in to the last week's
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episode of ATP and I thought that if you know I'd assume that most people listen
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to the show there's a large overlap between the audiences but if you you
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know only an occasional ETP listener episode 83 was a really good one for the
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watch because it was to me it was ATP added best where that the three of them
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were not in agreement and in a lot of ways no no two of them were in agreement
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on a lot of the issues surrounding the watch right which I you know made for a
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great discussion and the work their way into and out of a whole bunch of the
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problems surrounding the watch and and our understanding of it so that was a
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good one and there's a couple of points I thought of listening to it just want
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to talk to you that no I agree it was a great one told inside baseball when when
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Casey took on marco was was a highlight yeah that was the only other two of the
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three the one who agreed with the most was Casey Casey got it in a way I'd feel
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like the other two didn't ya know I i agree basically Marcos was saying how
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could you make an expensive item in case he pointed out that Marco drives you
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know a custom imported m5 which which i think is is bottoming we we go I know
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both you and I have gone back to the car analogy on multiple occasions just
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because it's it's it's such a great one like it makes it makes so much sense
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like there is no recording called reason for a BMW to exist there's no reason to
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drive an m5 NUS highways but people do it and they do it because it's it's
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giving them benefits beyond like the technology underneath it since it is
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more about you till yeah it's funny like oh I just mentioned the Jeter thing I I
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would imagine this is your
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argument for why people like Keith Olbermann are wrong to criticize Jeter
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just on staffs I i wud wonderful words in your mouth like there's a contention
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that there's more going on here than just what you can count with numbers and
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it's absolutely the same sort of thing with any product but particularly with
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something that you're that you're wearing that you're displaying to the
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world there's so much more that goes into it and the actual technical utility
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of what it does what it does not do this is such a classic talk show keeps coming
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back to Jeter but I do so I don't want to go to be have so much wats up to talk
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about and I know that there's a bunch of you out there to listen to when the
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sports stuff comes up you can start looking for fast forward button so I'm
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not gonna go sporty sports on it but that's the gist of it is secure older
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men is it I like him I'm a huge fan of his work he's but he's not really a
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straight news guy and maybe never really was but he's more of like the TV
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equivalent of a sports columnist he's an opinion guy and he had a rant on his
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show on ESPN last week
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know Derek Jeter is a fine guy but he's not one of the greatest players to ever
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play the game and everybody keeps going on and on about how one of the all-time
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grades is retiring and that is not and I you know not to put words in his mouth
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but his argument came down to look his stats just stats are very very good but
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they are not all time great and I to me it's exactly like the people like the
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Android people who everything is about specs
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you know and it's had a aid isn't that great because Jesus domi dual core we've
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been you know every every top-flight Android phone has been quad-core since
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whenever you know they're a bit 2 gigahertz in Apple's still down clocking
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them to one point whatever gigahertz and
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you know only one gigabyte of RAM they've been on and on and on spec wise
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and it's like if that's if you want to judge the iPhone compared to the HTC One
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or Samsung's Galaxy Note or the Galaxy alpha whatever it came out today based
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on that classic tech review checklist style you know how fast is the CPU how
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much RAM what is the benchmark on this or that you know you're never gonna get
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it you're not gonna get the difference between what Apple is trying to do and I
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think has largely succeeded year after year after you're doing you're not going
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to get it you know and I you know if that's what your mind works that's why
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you're an Android guy you know and you're happy for it you know I'm glad
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that you know Android is is as successful as it is for you but you you
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know you're you're trying to get the iPhone on the wrong thing and that's
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exactly looking at Jeter that way it's exactly is no I agree and and if I will
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continue to do your thing just for a moment I think I i've i've come around
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on it for the same reason in the defence's like one thing right Jeter's
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widely criticized for his defense and according to the stats rightly so he's
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he's not like he always makes the routine play never makes mistakes but he
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doesn't have great ranges and get as many balls as he can get the most iconic
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Jeter play is a defensive plays we're in the playoffs in a best-of-five series
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the Yankees are losing 20 and he makes this like totally just kind of random
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play to catch up miss thrown ball and put it to home plate to get the guy out
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basically saving the game in saving this evening the season and and what what I
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like about that and yes it's it's very cliched and it's almost too neat in some
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ways but thats Jeter's career nuts I guess is in the grand scheme of things
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like the the defensive measures like runs saved or something like that I the
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wording is but that one run was worth a thousand runs saved in the in the
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regular season right it was it was a playoff game against the Oakland A's
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days in gees 2003 2001 just 10 yet 2010 Yankees ended up didn't win the World
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Series A actually but the race is in that emotional that everything was
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pushed back a week because of 911 having occurred and you know that year in New
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York it was in Oakland which is a crazy ballpark and they were down 20 is a
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best-of-five series so they lost that game they were done right and it's just
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an errant throw to home you know and it missed the cut off guy who is possibly
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the first baseman and it Jeter had no reason to be there is no reason for a
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shortstop to ever be word Jeter was but he was there he saw it he saw the play
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you know it is a great example it's an absolute great exam or look at the other
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22 me to the other signature plays jeers career the two times that he went flying
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into the stands to catch a foul balls you know there is the one time inside
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his face got so busted out he actually come out of the game is faced resolved
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you know bloody look at you been in a boxing match be made the catch you know
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I don't know he's made catches my dad you know there's there's footage of him
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you know you can watch it you can you know look it up on YouTube and see him
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make big game playoff catches flying headfirst into the stand you know he's
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done it more than once more most guys finish the whole career and never make a
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play like that so I totally agree can't measure this whole thing is that thing
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in sports in general right there's been a big statistical revolution in in in
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sports are you breaking things out particularly baseball where that is
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actually works the best is baseball really is a one-on-one game it's not
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really a team game in some ways and between the picture in picture in batter
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and in many respects has been good it's been good for teams teams that have
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adopted this approach have excelled but like any sort of analytical based thing
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it gives you an advantage briefly but it's it's quite easily copied so now
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almost everyone does it in so the advantages are are West's much less than
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they were
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previously and what ends up mattering then and you see this and I think prime
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or basketball that which is this waterfall more closely than baseball is
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the importance of lots of the intangible stuff like how a team works together
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like how house stuff sits back and forth she had a team will you know as you like
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the Spurs winning the title despite not being the strongest team on paper and
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it's because there's clearly like something else going on and and i think
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thats so much of that applies to everything about technology in general
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previously in the eighties in the nineties businesses were buying it in
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the ideas someone the person buying it was different than the person is using
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it and that sort of scenario lends itself to feature West lent itself to
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price competition because the user experience is completely divorced from
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the buying experience but now it's more in the consumer space all these
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intangible things like what it's like to use it how you feel when someone sees
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you pull your pocket like all these little bits and pieces that you can't
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really measure become much more important and as that's happened Apple
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has benefited and as devices have become more personalized devices have become
[TS]
00:17:59
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with us more often
[TS]
00:18:01
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Apple has benefited or watch it very visible in with you all of the time I
[TS]
00:18:07
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mean I would imagine is is celebrating at the opportunity because it fits so
[TS]
00:18:12
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well with their strength yeah I completely agree with that I would say
[TS]
00:18:17
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if you look at Apple's amount to the big picture and just look at them from the
[TS]
00:18:20
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founding in 1976 today the miracle is that they've survived until now
[TS]
00:18:28
◼
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rape you know and and and now meaning let's say that iPhone in 2007 the iPod
[TS]
00:18:33
◼
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lets you know it's that thing that turned them around that they made it
[TS]
00:18:38
◼
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until 2001 when they could launch the iPod and and start to make you know to
[TS]
00:18:45
◼
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to really grow outside the tech world
[TS]
00:18:48
◼
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i befriend a good friend man was a fellow Yankees fan I think he listens to
[TS]
00:18:54
◼
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the show's program be thrilled talking about but he is my first met him he he
[TS]
00:19:00
◼
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asked me when he knew as Yankees fan from region in ordering fireball but his
[TS]
00:19:06
◼
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theory is a douche two types of sports fans stats stats fans and story fans and
[TS]
00:19:14
◼
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you know it's it's any any time you try to say there's only two type of people
[TS]
00:19:17
◼
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of course there's a grey zone and you know some stats guys are a little bit
[TS]
00:19:20
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into the story sides some story guys are still interested in some of the stats
[TS]
00:19:24
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I'm a story in his telling where it's why I just don't get into the numbers
[TS]
00:19:30
◼
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that much you know and it's why I believe in clutch hitting I believe in
[TS]
00:19:34
◼
►
clutch performance and I know that's one of the stats guys things you know like
[TS]
00:19:38
◼
►
you know the the Baseball Prospectus guys build James you know there's a
[TS]
00:19:43
◼
►
theory that they try to back up that there's no such thing as clutch hitting
[TS]
00:19:46
◼
►
and I i say you say there's no such thing as clutch hitting and I say there
[TS]
00:19:52
◼
►
and I just don't see how you can deny it right and even know to back it up in one
[TS]
00:20:00
◼
►
of them you know Jeter farewell thing is just chock full of all these statistics
[TS]
00:20:05
◼
►
and stuff like that but one of the most amazing ones is up but it's he's played
[TS]
00:20:14
◼
►
a hundred and fifty eight postseason games which is the bill regular baseball
[TS]
00:20:20
◼
►
seasons a hundred and sixty two games and most guys would be lucky to play a
[TS]
00:20:23
◼
►
hundred and fifty eight you know me even players weren't injured take a game off
[TS]
00:20:26
◼
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here and there so he's played easily the equivalent of a full regular-season all
[TS]
00:20:32
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►
postseason which by definition is only against the very best pitchers and
[TS]
00:20:39
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opposing teams
[TS]
00:20:40
◼
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you know every postseason games against a team that was good enough to make it
[TS]
00:20:43
◼
►
in the postseason
[TS]
00:20:44
◼
►
and he's got like 320 career postseason batting average you know enough to win a
[TS]
00:20:50
◼
►
batting title most years and that's you know in the postseason know that that's
[TS]
00:20:55
◼
►
really impressive because batting averages dropped significantly in the
[TS]
00:20:59
◼
►
postseason right because the pitching a somewhat better so much better
[TS]
00:21:03
◼
►
it's you know it's it's really that that's that's the way to win you know
[TS]
00:21:07
◼
►
postseason baseball games have amazing picture you know it was like that with
[TS]
00:21:11
◼
►
the member the White Sox when they won in 2006 when it here whenever you're was
[TS]
00:21:21
◼
►
that the or whatever year the Chicago White Sox won a decade ago they they won
[TS]
00:21:26
◼
►
the World Series in four games are for pitchers pitched four complete games
[TS]
00:21:29
◼
►
because it's unbelievable that they had four pitchers who caught fire and we're
[TS]
00:21:34
◼
►
just unbearable and they just want one two three four World Series that's like
[TS]
00:21:39
◼
►
having a hot goalie in hockey or something do you have just about
[TS]
00:21:43
◼
►
everything else and tech is exactly the same that there's story guys and that's
[TS]
00:21:48
◼
►
guys and you know and the tech industry was so dominated by the stats the specs
[TS]
00:21:55
◼
►
for so long because it was only tech people effectively you know everybody
[TS]
00:22:03
◼
►
using a computer was a tech person for some reason you know that that's that
[TS]
00:22:07
◼
►
was the the problem Apple faced in 1984 the Macintosh is they'd build a computer
[TS]
00:22:12
◼
►
in a quote unquote for the rest of us in there were highest of us well there they
[TS]
00:22:17
◼
►
had no interest in a computer you know it really kinda needed the computing
[TS]
00:22:21
◼
►
world needed the internet and to make it a communications device that's something
[TS]
00:22:28
◼
►
everybody wants to do everybody you know it's it's being able to communicate that
[TS]
00:22:32
◼
►
turn the computer into something regular people wanted and by that time it was
[TS]
00:22:38
◼
►
you know it was too late when does it become entrenched in you know when
[TS]
00:22:42
◼
►
everybody got on the Internet it was a Windows dominated world yet no I think
[TS]
00:22:47
◼
►
this is the key thing that people every time you hear someone talk about
[TS]
00:22:50
◼
►
mattresses Windows it is actually had very little to do with the
[TS]
00:22:55
◼
►
the underlying dynamics it had to do with the extra context and who was
[TS]
00:23:00
◼
►
buying and all that all that sort of stuff in anyone who doesn't really talk
[TS]
00:23:04
◼
►
about that you can take out in my opinion you know their opinion with a
[TS]
00:23:08
◼
►
very large green assault because he did that the world was just so completely
[TS]
00:23:13
◼
►
and utterly different then and there is actually very few lessons to be drawn
[TS]
00:23:17
◼
►
today the famous brought this up in its you know maybe one of the all-time clam
[TS]
00:23:24
◼
►
chowders of all time as commander tacos reaction to the original iPod in 2001 on
[TS]
00:23:31
◼
►
Slashdot here's his whole comment after Apple released the iPod no wireless less
[TS]
00:23:40
◼
►
space than a nomad lame so is all you know it was completely looking at it
[TS]
00:23:47
◼
►
from the perspective real accident hindsight right he'd original iPod was
[TS]
00:23:51
◼
►
lame but it it was a rational perspective from the point of view of
[TS]
00:23:57
◼
►
the type of people who read / 20 for sure I'm surprised he forgot to put in
[TS]
00:24:02
◼
►
was was way too expensive
[TS]
00:24:04
◼
►
yeah yeah exactly where maybe you know it's
[TS]
00:24:11
◼
►
to hit their prime factor you know does last doesn't have wireless we want
[TS]
00:24:15
◼
►
everything to be wireless for whatever reason less space than oh man member
[TS]
00:24:19
◼
►
nomads I mean who made that create the creative Zii had a diamond diamond was
[TS]
00:24:25
◼
►
the other one I had a diamond real by a Creative Labs they're the guys who sued
[TS]
00:24:31
◼
►
out all about the about the sound chip in the iPod actually won I think that
[TS]
00:24:36
◼
►
that that single-handedly kept their company afloat for I think they might
[TS]
00:24:40
◼
►
still be around X I'm not sure I buy a Creative Technologies of Singapore right
[TS]
00:24:46
◼
►
whereas the you know there was some amazing technology in that original iPod
[TS]
00:24:52
◼
►
like the 1.8 inch hard drive I think that's the size that it was was a new
[TS]
00:24:58
◼
►
thing it was like nobody'd using there's some great stories I forget who
[TS]
00:25:02
◼
►
published originally but it was what was the name that guy who was the
[TS]
00:25:07
◼
►
he ended up at Palm yeah rubenstein rubenstein Jon Rubinstein was
[TS]
00:25:15
◼
►
engineering head at Apple at the time and was over in asia like scouting new
[TS]
00:25:23
◼
►
stuff and I think it was to Sheba who'd come up with these and they're like oh
[TS]
00:25:28
◼
►
and we've got we've done this we've gone from 2.5 inch hard drives to 1.8 inch
[TS]
00:25:34
◼
►
and nobody wants to buy them because everybody's putting hard drives the
[TS]
00:25:39
◼
►
smallest thing anybody was putting hard drives into were laptops and laptops in
[TS]
00:25:45
◼
►
2001 or 2001 every year was even the small ones the difference between 1.8
[TS]
00:25:52
◼
►
and 2.5 inch hard drives didn't make a difference so why spend in you know
[TS]
00:25:56
◼
►
everybody told Toshiba why would we spend all this money we don't really
[TS]
00:25:59
◼
►
need to save that base whereas rubenstein looked at them and died dad
[TS]
00:26:04
◼
►
said that's the thing we can do this music thing with you know because 2.5
[TS]
00:26:10
◼
►
was way too big but what's so interesting about this whole story
[TS]
00:26:12
◼
►
actually is it's very it's a very on Apple kind of story which in some ways
[TS]
00:26:19
◼
►
the iPod is a bit of a non-apple type product but basically in Jan so the
[TS]
00:26:26
◼
►
airport official release said like a review like about personal video that's
[TS]
00:26:29
◼
►
the new desktop publishing and then they're like oh crap we missed the music
[TS]
00:26:34
◼
►
boat and then Steve Jobs came out it actually are all we have a new
[TS]
00:26:38
◼
►
strategies for the digital hub strategy and the center of NREGA in end the rest
[TS]
00:26:43
◼
►
of the event were reintroduced this is Reggie was in January 2001 in the same
[TS]
00:26:49
◼
►
event they introduced iTunes and they talked in this photo was using was
[TS]
00:26:55
◼
►
ripped mix burn was the kind of catch phrase and the thing is the iPod didn't
[TS]
00:27:01
◼
►
exist at all he did exist at Apple because Jon Rubinstein in go to Japan
[TS]
00:27:05
◼
►
until February the next month and it was when he was in Japan he was introduced
[TS]
00:27:10
◼
►
to you he saw the hard drive and it was the hard drive that
[TS]
00:27:14
◼
►
was the genesis for the iPod and so is actually it's almost like completely
[TS]
00:27:18
◼
►
backwards from the way we think about an Apple product being created in so the
[TS]
00:27:22
◼
►
original iPad is put together like six months end and it was put together super
[TS]
00:27:27
◼
►
fast it was totally driven by the technology but what came out was in a
[TS]
00:27:31
◼
►
technological product it was a you know it was a it was a music player in there
[TS]
00:27:36
◼
►
something like is very different to to be a to be a hard-driving is to be a
[TS]
00:27:42
◼
►
music player and it's that kind of transformation from a technological item
[TS]
00:27:47
◼
►
to a something that you desire because it makes your life better that than
[TS]
00:27:54
◼
►
Apple's that is Apple that with is what Apple is so good at yeah you know get
[TS]
00:28:00
◼
►
back to watch out for adult take a break in a moment we'll get back to watch but
[TS]
00:28:03
◼
►
I do think you're right though and I think you even mention this
[TS]
00:28:05
◼
►
strategically this week or was it you who mentioned that the iPod was sort of
[TS]
00:28:10
◼
►
a non-apple like product and I think I mentioned I think I've yeah I did in the
[TS]
00:28:14
◼
►
article about the watch and it's worth keeping that in mind I think thinking
[TS]
00:28:19
◼
►
about what the watch is going to be or what their intentions are is it an iPod
[TS]
00:28:25
◼
►
on your wrist or is it something more and I'm I'm with you that I think it's
[TS]
00:28:28
◼
►
something more yeah I've tripped up by the iPod is a few times in my analysis
[TS]
00:28:34
◼
►
like last year I originally said the phone would be much much cheaper than it
[TS]
00:28:39
◼
►
was thinking about the iPod the iPod was always price competitive and I you I did
[TS]
00:28:44
◼
►
within a week I think I think you chatted me at the time is now accepting
[TS]
00:28:49
◼
►
can be very expensive and ended up being that basically the iPod was it was
[TS]
00:28:54
◼
►
always is facing an accessory it was a single-purpose device a peripheral a
[TS]
00:28:59
◼
►
previous exactly that the word it was a peripheral that was very cost
[TS]
00:29:03
◼
►
competitive it was it was done in an apple way it was simple it was very well
[TS]
00:29:08
◼
►
thought out beautiful and a shirt design but if you think about it every other
[TS]
00:29:12
◼
►
Apple product of note has been a platform that's been a general-purpose
[TS]
00:29:17
◼
►
computer and the the arc of Apple is to create a general-purpose computer that's
[TS]
00:29:23
◼
►
smaller and more attractive in more accessible on the comp
[TS]
00:29:27
◼
►
position and everything fits in that dark except for except for the iPod I
[TS]
00:29:33
◼
►
don't think it makes any more sense than as it as it typical Apple product
[TS]
00:29:38
◼
►
doesn't make any more sense then if in some alternate universe the quick take
[TS]
00:29:42
◼
►
camera had really taken off and that Apple had become a major player in
[TS]
00:29:48
◼
►
digital photography which of course they are now the phone is Albert you know
[TS]
00:29:53
◼
►
what i mean i mean the quick tape was amazing
[TS]
00:29:55
◼
►
forget what year they came out in the nineties but it was amazing and it was
[TS]
00:29:58
◼
►
one of the first was super expensive compared to like film cameras but it was
[TS]
00:30:02
◼
►
one of the first digital cameras that was at least plausible for someone down
[TS]
00:30:06
◼
►
and it was amazing and it took like 320 height 320 pictures or something but in
[TS]
00:30:13
◼
►
some world in some alternate universe that could have become hit especially I
[TS]
00:30:17
◼
►
think if it did you know if jobs in his crew had gotten there a little earlier
[TS]
00:30:23
◼
►
and cleaned up you know that the product development and I like they eventually
[TS]
00:30:28
◼
►
did if it had been a little bit more of a job Z Apple product then sculley Apple
[TS]
00:30:36
◼
►
product it might have been but it would've been weird travel to be selling
[TS]
00:30:39
◼
►
something like a camera but no more weird than it was that they played that
[TS]
00:30:42
◼
►
they were selling a walkman
[TS]
00:30:43
◼
►
know totally I think the camera is a great example I think the other example
[TS]
00:30:50
◼
►
that's interesting in telling is the laser writer actually where Apple
[TS]
00:30:56
◼
►
actually was like when the preeminent printer manufacturers in the world by
[TS]
00:31:01
◼
►
that was that they were never a printer company like that was that was to enable
[TS]
00:31:06
◼
►
the Mac to enable desktop publishing all that all that sort of stuff but in both
[TS]
00:31:11
◼
►
are both are examples of in 1811 not so much but of products Apple made but by
[TS]
00:31:19
◼
►
no means define the company nobody thing yeah well as a printer and it all comes
[TS]
00:31:24
◼
►
back to the this story / stats dividing the tech world where might you know and
[TS]
00:31:30
◼
►
again this is super ancient history the laser stuff but my you know my
[TS]
00:31:33
◼
►
understanding of that is
[TS]
00:31:35
◼
►
Apple wanted others didn't even want to give them the printer business really i
[TS]
00:31:39
◼
►
mean you know they take the money and they sold for a lot of money but you
[TS]
00:31:42
◼
►
never know when they eventually got out there was nobody nobody was born without
[TS]
00:31:46
◼
►
for the Apple printers you know it was never really the company's heart was
[TS]
00:31:50
◼
►
never in it but it the gist of it was it couldn't get other companies to make
[TS]
00:31:53
◼
►
them they're like hey you guys can build these laser printers and yes they'll be
[TS]
00:31:57
◼
►
crazy expensive but look at the output we can do beautiful high resolution
[TS]
00:32:03
◼
►
output and everybody you know the industry was like a dot matrix is good
[TS]
00:32:07
◼
►
enough you know we don't need that you know where is the output was horrible
[TS]
00:32:12
◼
►
from dot matrix printers yeah it's absolutely horrible yeah it's great is
[TS]
00:32:18
◼
►
crazy to even think of that did you compare them but what's interesting
[TS]
00:32:22
◼
►
though is yet the laser radar was in Wikipedia articles released the same day
[TS]
00:32:27
◼
►
as PageMaker and it was way more expensive then was on the market but it
[TS]
00:32:34
◼
►
had AppleTalk be used by multiple people the per-user cost was lower like it's
[TS]
00:32:40
◼
►
funny you see almost all these characteristics of of a typical Apple
[TS]
00:32:44
◼
►
product wrapped up in a printer which is that a weird to think about but I think
[TS]
00:32:47
◼
►
the the rod takeaway is nobody thinks of Apple as a printer company and I'm
[TS]
00:32:52
◼
►
definitely not going to reference the ways a writer when I think about
[TS]
00:32:55
◼
►
analysis of the watch but on the same tone i think im not suree to be
[TS]
00:33:01
◼
►
referencing the iPod when you think about analysis either let's take a break
[TS]
00:33:06
◼
►
and I thank our first sponsor brand new sponsor really excited to have this a
[TS]
00:33:11
◼
►
cool app for the Mac called you bother I get the look that lower case letter you
[TS]
00:33:17
◼
►
capital be four bar upar upar it's a doc replacement for the Mac a doc
[TS]
00:33:26
◼
►
alternative if you will cuz you can really replace the doc but you can
[TS]
00:33:31
◼
►
configure it always take a power users stock so you can configure it like a dog
[TS]
00:33:36
◼
►
like the Apple dock but better or you can use it a lot some in something
[TS]
00:33:41
◼
►
that's more like a taskbar like from windows
[TS]
00:33:43
◼
►
so if you're a Windows convert and taskbar from Windows is one of the
[TS]
00:33:48
◼
►
things you really liked on Windows you miss it you bar is definitely something
[TS]
00:33:51
◼
►
to look at and even if you're a Mac user but you've always thought that the
[TS]
00:33:55
◼
►
window style taskbar the way that you can minimize in and and organized
[TS]
00:33:59
◼
►
windows and stuff like that and apps is more to your liking
[TS]
00:34:03
◼
►
also worth checking out all sorts of little touches the developer edward
[TS]
00:34:10
◼
►
power is is really really focused on the details his hobby of actually been
[TS]
00:34:15
◼
►
emailing he's is hubby is making mechanical watches which is just funny
[TS]
00:34:21
◼
►
that you know the timing that its watches but he does really really
[TS]
00:34:24
◼
►
amazing looking mechanical watches that he creates himself and it's like that
[TS]
00:34:30
◼
►
level of detail in your bar like the kind of thing you'd expect from
[TS]
00:34:33
◼
►
somebody's hobbies making high-end mechanical wrist watches so badges just
[TS]
00:34:39
◼
►
as one example of the sort of detail little red circles you get on an app
[TS]
00:34:44
◼
►
icon you bar does it in a way where no matter how many apps you have down there
[TS]
00:34:49
◼
►
in the bar the badge always stays at the size the treatable as opposed to Apple's
[TS]
00:34:53
◼
►
method where they just turned into little red dots in a corner of the
[TS]
00:34:56
◼
►
window you can read them that one example he's got a thing called activity
[TS]
00:35:03
◼
►
mode you hold down the Ctrl key on your keyboard and all the map tiles they
[TS]
00:35:08
◼
►
switch from having their name underneath which in itself is a difference from the
[TS]
00:35:11
◼
►
Apple App where you can actually have liked the name of the app the name of
[TS]
00:35:15
◼
►
the window that you've minimize down there with those names change when you
[TS]
00:35:20
◼
►
hold down the Ctrl key and a show you CPU and RAM usage internet so yeah it's
[TS]
00:35:24
◼
►
also a replacement for activity viewer so if you feel like there's an app that
[TS]
00:35:29
◼
►
mean you know you're worried that this would happen using them as CPU just put
[TS]
00:35:33
◼
►
your mouse over the bar hold down the Ctrl key and it shows you exactly what's
[TS]
00:35:36
◼
►
going on
[TS]
00:35:37
◼
►
sort of thing for everybody no of course not sort of thing for nerds who want to
[TS]
00:35:42
◼
►
run Activity Monitor awesome feature really really cool helps you kill any
[TS]
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time you have been advocates where did that sort of a PDF to force quit you
[TS]
00:35:51
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don't have to go hunting for it it just shows you right there in new bar want a
[TS]
00:35:55
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nap is unresponsive against a special background color so you can tell right
[TS]
00:36:00
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plenty of custom customizability tons of it there's a dark theme like dark mode
[TS]
00:36:05
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in Yosemite light theme that looks like the the menu bar in Mavericks you can
[TS]
00:36:12
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add apps files you can favorite
[TS]
00:36:14
◼
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always show up instead of just showing you what's running version 2.0 came out
[TS]
00:36:20
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in July 2 already up to version 2.2 sex he's updating it regularly it's really
[TS]
00:36:26
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under heavy active development
[TS]
00:36:30
◼
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bottom-line his goal is he's working to make this the doc replacement for OS 10
[TS]
00:36:35
◼
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so if you sort of user who wants to replace your doc you liked tinkering
[TS]
00:36:38
◼
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with system utilities and stuff like that check out YouTube are normally
[TS]
00:36:45
◼
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sells for 20 bucks but if you use the coupon code standard grouper all one
[TS]
00:36:55
◼
►
word standard grouper you get 50% off some meaning you can get it for just 10
[TS]
00:37:01
◼
►
bucks and you can even better you can run in demo mode for four weeks so you
[TS]
00:37:12
◼
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get for four weeks to try it out before you have to decide really cool utility
[TS]
00:37:17
◼
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it's really well done I think anybody who loves it should check it out so my
[TS]
00:37:24
◼
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thanks to you buyer for sponsoring show save 10 bucks with coupon standard River
[TS]
00:37:30
◼
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standard I love that I prefer common brewery yeah
[TS]
00:37:37
◼
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maybe the next week's could just go to browser software dot com that's BR aww
[TS]
00:37:45
◼
►
er s oft WA rei.com PRA wer
[TS]
00:37:52
◼
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our software dot com and find out more and use that coupon code and save half
[TS]
00:37:58
◼
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price half price for talk solicitors great deal so let's go back and let's
[TS]
00:38:04
◼
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just get into the watch so you've had an involved take on a watch like you
[TS]
00:38:12
◼
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mentioned earlier in the show that your initial take is that this it was too
[TS]
00:38:16
◼
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unfocused and is starting to your pad what was your initial take much I think
[TS]
00:38:22
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I think your initial take represented an awful lot of people know for sure I mean
[TS]
00:38:26
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it's one of the most popular cause I had quite a while which which is funny cause
[TS]
00:38:29
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you're like oh you senior mine actually the feedback was very was very positive
[TS]
00:38:35
◼
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in favor of that piece i'm not i'm not winning any brownie points by by by
[TS]
00:38:39
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switching basically a Christian was primarily about the event because I i I
[TS]
00:38:45
◼
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wasn't there I obviously couldn't use the watch so it's hard to get too much
[TS]
00:38:50
◼
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into the actual details but the event in general I compared and contrasted it to
[TS]
00:38:55
◼
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previous new product introductions so going back to the iPod going back to the
[TS]
00:39:01
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iPhone and the iPad in all three cases Steve Jobs did a bit of exposition about
[TS]
00:39:12
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why this product needed to exist
[TS]
00:39:15
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what's the market what's the what's the problem people have what's out there
[TS]
00:39:19
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oh and here's our new thing and it happens to fit the market and take care
[TS]
00:39:23
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of problems in and all that sort of thing so that did happen with the watch
[TS]
00:39:30
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what happens the watches and stage and he said oh here's the next door you know
[TS]
00:39:34
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we're very excited we've been working very hard
[TS]
00:39:37
◼
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here's the next the next chapter in Apple's story in a new movie popped up
[TS]
00:39:41
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you know I Q zoos great video is you're showing the initials and watch their
[TS]
00:39:45
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part sunscreen
[TS]
00:39:46
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but that that piece about why does this exists where in the market is a goal was
[TS]
00:39:53
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was missing and that was that I was concerning to me it was that concern was
[TS]
00:39:59
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amplified by the software demo which to my mind again going into the event I was
[TS]
00:40:08
◼
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thinking this was an accompaniment to the iPhone that's why I was being the
[TS]
00:40:12
◼
►
iPhone this was my thinking going into it and in that way to make why are they
[TS]
00:40:16
◼
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doing a demo that doesn't leverage the iPhone like they were searching for
[TS]
00:40:19
◼
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movies on the watch they were working at all these photos on the watch like we
[TS]
00:40:22
◼
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have an iPhone in your pocket why when she used that to do this sort of stuff
[TS]
00:40:26
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and so I might this demos kinda weird they didn't say why this has me a little
[TS]
00:40:33
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worried about the about the whole concept yeah I completely so why would I
[TS]
00:40:40
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want to buy this
[TS]
00:40:41
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Why Why What What do you know what is the job to be done to to use the I was
[TS]
00:40:48
◼
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gonna say horace but I guess he took that from her since then click
[TS]
00:40:52
◼
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Christians but you know it's just a way to put in context but yet what what what
[TS]
00:40:57
◼
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are you hiring the watch to do and I don't think they answered that but I and
[TS]
00:41:02
◼
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I'm again
[TS]
00:41:04
◼
►
time will tell on this front it's either a sign that that they have lost focus
[TS]
00:41:10
◼
►
post jobs and it is the first you know we're really gonna look back at that
[TS]
00:41:16
◼
►
introduction event as the first warning sign that Apple is in trouble and is
[TS]
00:41:21
◼
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going to isn't going to do the same good job with a new an altogether new product
[TS]
00:41:26
◼
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as they did before or it'll be forgotten and it was cuz it was it was on purpose
[TS]
00:41:32
◼
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either it's either one or the other
[TS]
00:41:36
◼
►
either they purposefully left it largely mysterious and they're gonna save that
[TS]
00:41:40
◼
►
why or what I presumed to be the event in January or February where they're
[TS]
00:41:46
◼
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going to say ok now it's going on sale and here's everything you need to know
[TS]
00:41:51
◼
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about it
[TS]
00:41:52
◼
►
all the prices all the features here's what the SDK can do you know all of that
[TS]
00:41:57
◼
►
stuff is going to come in a separate event and that they did this sort of
[TS]
00:42:02
◼
►
Caesar event for strategic reasons that will be clear after them watch actually
[TS]
00:42:09
◼
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comes out cuz that's the best to me that's the best way they like the
[TS]
00:42:13
◼
►
difference between a preview that supposed to tell you everything you need
[TS]
00:42:17
◼
►
to know to make you want to go see this movie or a teaser thats just supposed to
[TS]
00:42:21
◼
►
put the movie in their head that know that so that's that's a good analogy to
[TS]
00:42:27
◼
►
do you think about it I think there's also another explanation to I think it's
[TS]
00:42:30
◼
►
possible in January 27 not not as clear as it could be in the reason that is is
[TS]
00:42:38
◼
►
actually I cheated when I did that new product introduction because I didn't
[TS]
00:42:45
◼
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include the Mac and actually did go back and watch the Mac event but it didn't it
[TS]
00:42:51
◼
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didn't fit as neatly as the if you actually go back the Mac introduction
[TS]
00:42:57
◼
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was almost identical to the watch introduction it was good job saying
[TS]
00:43:02
◼
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we've been working super hard this sort of thing and then like there's this long
[TS]
00:43:06
◼
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like what what's the what's the what's the song you know the
[TS]
00:43:11
◼
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end US suppliers like that
[TS]
00:43:18
◼
►
onl that right right it wasn't the one from 2001 it was the chariots of fire
[TS]
00:43:22
◼
►
sauce yeah I think that I think so at all never did you move via wash actually
[TS]
00:43:26
◼
►
was for copyright reasons like them all the music was taken out but if I
[TS]
00:43:31
◼
►
recalled that that's what it was and then he pulled her review reveals the
[TS]
00:43:35
◼
►
Mac like he was very it's funny like you actually ended up being a lot like the
[TS]
00:43:40
◼
►
watch and I'm not sure that's a great president of us in the long run the Met
[TS]
00:43:45
◼
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turned out well but as we just discussed it had a bit of a struggle at the
[TS]
00:43:48
◼
►
beginning but at the same time if if you look back at the iPhone nothing in that
[TS]
00:43:54
◼
►
event was actually very pertinent to the will use iPhones today and that didn't
[TS]
00:44:01
◼
►
make the event a bad event to remains an amazing event kind of like Steve Jobs
[TS]
00:44:06
◼
►
like all time on the all-time great get worse it's it's number one but at the
[TS]
00:44:12
◼
►
same time when you're creating a platform when you're creating a new
[TS]
00:44:16
◼
►
thing that that is going to create all kinds of new opportunities it's almost
[TS]
00:44:22
◼
►
by definition impossible to know the beginning with that are going to be
[TS]
00:44:26
◼
►
remembering Steve Jobs and others confuse there's contentious use UPS did
[TS]
00:44:29
◼
►
or didn't want the App Store I'm in the camp that believes he did not want it he
[TS]
00:44:33
◼
►
thought that Apple can meet all the needs that the phone are to serve when
[TS]
00:44:37
◼
►
actually that wasn't even close to being true and I think there's a way to look
[TS]
00:44:42
◼
►
at this watch event and that Apple maybe they didn't articulate as well as they
[TS]
00:44:45
◼
►
could have but they're they're not they now realize that they know that we
[TS]
00:44:49
◼
►
create platforms there's no way we can ever even fully know what this is going
[TS]
00:44:53
◼
►
to do and we've created a foundation for something really great
[TS]
00:44:59
◼
►
I am of the opinion I think it's pretty clear he didn't want an app store in
[TS]
00:45:04
◼
►
2008 which is when the actual absurd came out I think that his I think he did
[TS]
00:45:09
◼
►
I i I think they must have known that eventually they would do it but I think
[TS]
00:45:15
◼
►
that he thought it was a this does not need to be a top priority for the next
[TS]
00:45:19
◼
►
year you know we've got so many things to do in this first phone is so you know
[TS]
00:45:26
◼
►
has so much room for improvement that the last thing we need to worry about is
[TS]
00:45:29
◼
►
the App Store SDK angle right and all the women that imposes on you and I
[TS]
00:45:35
◼
►
think that if you had had if we could go back in time and have honest discussion
[TS]
00:45:40
◼
►
with Steve Jobs in the summer of 2007 you know and people started jailbreaking
[TS]
00:45:45
◼
►
an hour I mean like in July I mean like weeks after the thing came out like to
[TS]
00:45:51
◼
►
me that story is one of the great things in in indeed Mac development history was
[TS]
00:45:56
◼
►
the way that you know the first couple of developers who jumped on that I mean
[TS]
00:46:03
◼
►
like the first version of Twitter effect was written before there was an SDK
[TS]
00:46:09
◼
►
hockenberry had a version of Twitter client running on the iPhone before
[TS]
00:46:12
◼
►
there was an SDK I love that but the demand it was just i i think he did
[TS]
00:46:20
◼
►
underestimate how badly the people who became indeed pilots developers wanted
[TS]
00:46:25
◼
►
to be able to do that but I do think you're right to that he you know the
[TS]
00:46:30
◼
►
nature of his personality was such that he assumed that his he wanted the phone
[TS]
00:46:34
◼
►
did do was what most people would want to do and it would cover a broader swath
[TS]
00:46:39
◼
►
of you know why people would want it and that's what's so interesting about this
[TS]
00:46:44
◼
►
is a lot of people were disagreeing with me now so my position now has evolved to
[TS]
00:46:49
◼
►
the I i dont think Apple is making in
[TS]
00:46:51
◼
►
accessory I think they're making a new platform are more white people disagree
[TS]
00:46:56
◼
►
with that one
[TS]
00:46:58
◼
►
want the Apple defined vision they wanted super clear what it's going to do
[TS]
00:47:02
◼
►
but in the end they referencing in I did the same things are not liked by any
[TS]
00:47:08
◼
►
criticizing a very valid point of view they reference kind of like the iPhone
[TS]
00:47:13
◼
►
but Steve Jobs vision for the iPhone ended up being too small in a lot of
[TS]
00:47:20
◼
►
ways i mean that that that's not true in a big sense but in this kind of narrow
[TS]
00:47:24
◼
►
sense about what ought to run on it and win you are to enable of that stuff to
[TS]
00:47:31
◼
►
run on it not just not just too small in the 3.5 inch too small in the conceptual
[TS]
00:47:38
◼
►
ratings actually end and you know it is a grade for all 40 for the kind of
[TS]
00:47:46
◼
►
pining that this sort of talk can inspire for Steve Jobs and for his way
[TS]
00:47:52
◼
►
of interesting products in the way he was such a master it's textbook like
[TS]
00:47:57
◼
►
this isn't like particularly Steve Jobs just did better than anybody else like
[TS]
00:48:00
◼
►
use the best salesman in the world like you have this problem you're right I do
[TS]
00:48:05
◼
►
that problem
[TS]
00:48:06
◼
►
work at the competition they don't really work man lol suck
[TS]
00:48:10
◼
►
went to be great if there is something that mental your needs to be Asamoah who
[TS]
00:48:13
◼
►
is introduced here's my money taken just walked you through that so perfectly and
[TS]
00:48:20
◼
►
I do think that in some ways missing but at the end the day the needs he ended up
[TS]
00:48:27
◼
►
selling weren't the ones that were actually key to the product remained a
[TS]
00:48:30
◼
►
wildly broadly successful but they were good enough to get it off the ground I
[TS]
00:48:36
◼
►
mean and you know what those those things are still reflected in the
[TS]
00:48:40
◼
►
default dark of the iPhone today right
[TS]
00:48:46
◼
►
the Steve Jobs iPod iPhone iPad I said I but I'm an iPhone the dock before I
[TS]
00:48:54
◼
►
absent the bomb phone mail
[TS]
00:48:58
◼
►
Safari and was called iPod back then that's where I started getting tripped
[TS]
00:49:03
◼
►
up and now it's music that's what he wanted right he wanted a device that
[TS]
00:49:07
◼
►
plays music and it would be a cellphone any kid throw out whatever piece of
[TS]
00:49:13
◼
►
garbage from Motorola was using at the time he could do is email and he could
[TS]
00:49:18
◼
►
browse the web and there you go there's the product and that was awesome that
[TS]
00:49:22
◼
►
were alone would have been enough right and the thing is like I think Apple but
[TS]
00:49:27
◼
►
it would have been enough would've been enough to make it compelling product it
[TS]
00:49:30
◼
►
would not have been enough to make it a world-changing product which is what it
[TS]
00:49:34
◼
►
has eventually become right now that that's exactly and I think the reason
[TS]
00:49:40
◼
►
why in this is what makes the watch interesting is Apple actually in some
[TS]
00:49:44
◼
►
ways has has some of those pieces they're like there's a slight return for
[TS]
00:49:48
◼
►
Catholic the three things like the great timepiece its health and physical
[TS]
00:49:52
◼
►
fitness is like the most personal communications device or something like
[TS]
00:49:56
◼
►
that with 3:03 a.m. so the fact that I can't remember it is indicative now the
[TS]
00:50:04
◼
►
personal
[TS]
00:50:06
◼
►
maybe the personal communication right that the three things that they're kind
[TS]
00:50:09
◼
►
of selling a watch on it at the event this month of water fitness tracking
[TS]
00:50:14
◼
►
time telling yup and the personal communication why would the thing is
[TS]
00:50:22
◼
►
those like I mean even more so than the phone like the use case for the phone
[TS]
00:50:27
◼
►
was so obvious radio just to make a better for just to make a better phone
[TS]
00:50:31
◼
►
would have been enough to sell a lot just to make a better Nike FuelBand is
[TS]
00:50:37
◼
►
not enough to sell because the the you're not compete with the iPad just to
[TS]
00:50:43
◼
►
make a better music player was enough to sell but because what was the
[TS]
00:50:48
◼
►
alternative to carry your computer around the alternative was was a
[TS]
00:50:52
◼
►
non-starter the alternative to watches to use the phone in your pocket like the
[TS]
00:50:57
◼
►
the the competition for even considering buying a watch in the first place is far
[TS]
00:51:04
◼
►
steeper today than it was for any any product except maybe the iPad is by the
[TS]
00:51:11
◼
►
is is probably the best comparison here like why would you buy an iPad if you're
[TS]
00:51:14
◼
►
ready if you already have a map and so for that reason is I i this is the
[TS]
00:51:20
◼
►
biggest change my mind like I think Apple releasing up focused product would
[TS]
00:51:24
◼
►
have been a niche product that would never get great traction because it
[TS]
00:51:28
◼
►
would never be the Delta over just point for your pocket never been great enough
[TS]
00:51:33
◼
►
like they needed a swing for the fences and it's probably raising risk right but
[TS]
00:51:37
◼
►
the way you do a great return is by taking on greater risk and I think
[TS]
00:51:40
◼
►
that's what Apple's done I very very very much in agreement with that i think
[TS]
00:51:47
◼
►
is your PC or peace actually your own piece that triggered this particular
[TS]
00:51:52
◼
►
realizations I i'm glad you're here in agreement which phone he's the
[TS]
00:51:58
◼
►
observations on initial observations on the phone basically you kept you kept
[TS]
00:52:02
◼
►
referring to the fact that if Apple would have only done like notifications
[TS]
00:52:08
◼
►
interactive device you've been worried about the future of the company or
[TS]
00:52:10
◼
►
something along those lines like why is he being so hyperbolic and then I i
[TS]
00:52:15
◼
►
basically thought about it like well that that triggered that's what
[TS]
00:52:19
◼
►
triggered me thinking through like what if they only did this will be the
[TS]
00:52:23
◼
►
implications of that and as my pieces they only did that they're actually be a
[TS]
00:52:27
◼
►
lot of long-term negative effects from limiting the potential the platform to
[TS]
00:52:33
◼
►
winning the potential market all would be bad for very bad for Apple and which
[TS]
00:52:39
◼
►
is why I think they rejected that approach and I presume was your your
[TS]
00:52:43
◼
►
thinking as well yeah I think so a little thing just a side note one thing
[TS]
00:52:50
◼
►
that they've said publicly I think they said it at the event or at least they
[TS]
00:52:55
◼
►
said it after the event in like on the record
[TS]
00:52:58
◼
►
statement not like off the record and then I think Tim Cook repeated it in his
[TS]
00:53:02
◼
►
interview with Charlie Rose which was excellent
[TS]
00:53:06
◼
►
really really interesting just one of the best interviews I've ever seen with
[TS]
00:53:11
◼
►
anybody related to Apple ever but they came out and said that they've been
[TS]
00:53:18
◼
►
working on this for three years and they never
[TS]
00:53:22
◼
►
ever say stuff like they are super secretive about how long they've been
[TS]
00:53:26
◼
►
working on stuff they never said how long they were working on the iPhone and
[TS]
00:53:30
◼
►
it took years and stuff that was I think mostly off the record for it to come out
[TS]
00:53:36
◼
►
that way that the iPhone came about was that they were working on a tablet and
[TS]
00:53:41
◼
►
the tablet got pretty cool and then they had this moment where they were like
[TS]
00:53:45
◼
►
wait a second screw this tablet size for now let's take this tack and shrink it
[TS]
00:53:50
◼
►
can we shrink it to be a phone bill there's the phone they don't they don't
[TS]
00:53:55
◼
►
they never talked about that because they don't want people to know how they
[TS]
00:53:59
◼
►
were right there is something part of the new Tim Cook Apple is the simple
[TS]
00:54:04
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fact that they said that they've been working on this for three years and I
[TS]
00:54:08
◼
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can't help but think that part of that is that they kind of wanna say this
[TS]
00:54:13
◼
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whole thing is after steve has three years is a long ago steve Jobs died like
[TS]
00:54:20
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I don't think that's a coincidence that they're saying that publicly and it's a
[TS]
00:54:25
◼
►
way of saying that I I think it's a sign of confidence in the watch but they're
[TS]
00:54:29
◼
►
setting it up in advance that they think this thing is they're on to something
[TS]
00:54:32
◼
►
they think it's going to be huge and they don't want people to say well but
[TS]
00:54:37
◼
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Steve Jobs invented as part of the last thing he invented now show me something
[TS]
00:54:41
◼
►
that you can invent you know without Steve Jobs that's interesting piano
[TS]
00:54:44
◼
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makes total sense so for example I remember when I got to take that and
[TS]
00:54:49
◼
►
tenant or after antennagate and they took a bunch of us back into their
[TS]
00:54:53
◼
►
antennae testing lab we got to see you know these cool chambers where they test
[TS]
00:55:01
◼
►
these things
[TS]
00:55:03
◼
►
forget the guy's name is the the antenna engineer who led the tour and he was a
[TS]
00:55:09
◼
►
little nervous he did great but he was a little nervous because he just is not
[TS]
00:55:12
◼
►
used to speaking to the press is you know is an Apple employee he says the
[TS]
00:55:15
◼
►
last thing he does speak to the press and you know a week prior you know he
[TS]
00:55:21
◼
►
had no idea it was like this antenna thing blew up and within the course of a
[TS]
00:55:24
◼
►
week now here he is leading twenty people around Apple's you know lab and
[TS]
00:55:32
◼
►
Schiller and Katie cotton were were part of the group to but they you know just
[TS]
00:55:35
◼
►
walking around sort of supervising and somebody asked at one point they were
[TS]
00:55:41
◼
►
talking about the external antenna design which was brand new on the iPhone
[TS]
00:55:47
◼
►
4 nobody else had ever done it and initial reaction from a whole bunch of
[TS]
00:55:52
◼
►
people as well that's a stupid idea the reason nobody else does that is it a bad
[TS]
00:55:55
◼
►
idea and then the antennagate thing came up and he said he touches here and you
[TS]
00:56:00
◼
►
lose your cell phone and they relate see told you terrible idea
[TS]
00:56:04
◼
►
Apple is terrible engineering company about what we're talking about it with
[TS]
00:56:08
◼
►
him on the tour and somebody I know but you know one of the writers asked what
[TS]
00:56:13
◼
►
how long have you guys been working on that antenna design and he was gonna
[TS]
00:56:17
◼
►
answer honestly and Schiller immediately jumped in and said we're not going to
[TS]
00:56:21
◼
►
talk about how long we've been working on the antenna design I mean like just
[TS]
00:56:25
◼
►
come right off it was sort of an awkward moment because it was something they did
[TS]
00:56:30
◼
►
not want to say you know they wanted to say how the you know this antenna is
[TS]
00:56:34
◼
►
actually is a good designed trust us you know this is going to work out this this
[TS]
00:56:39
◼
►
issue within 10 uation when you touch it at the wrong spot is a real thing but
[TS]
00:56:43
◼
►
it's not that big a deal but there is no way that they were going to mention how
[TS]
00:56:47
◼
►
long that this guy had been working on an external antenna design be added as
[TS]
00:56:52
◼
►
interesting a Reuben and that's just the antenna design let alone saying you know
[TS]
00:56:56
◼
►
we've made from scratch to shipping i watchin three-year are able watchin
[TS]
00:57:01
◼
►
three years ya know for sure i mean the the whole Apple PR things interesting
[TS]
00:57:06
◼
►
when he mentioned that two of the labs a robot in my daily update this week where
[TS]
00:57:12
◼
►
that it now that was a good twenty two days I think after
[TS]
00:57:16
◼
►
ur the antennagate story first broke I'm busy photo of all places where is this
[TS]
00:57:23
◼
►
week two days after the mint iPhone story broke the iraqi people tours of
[TS]
00:57:28
◼
►
the labs I think they're really learned their lesson on getting ahead getting
[TS]
00:57:33
◼
►
ahead of such things we did she take to interrupt the watch to talk about than
[TS]
00:57:39
◼
►
Benghazi gate I mean I thought I think antennagate is probably the best way to
[TS]
00:57:45
◼
►
think about it i mean the iPhone 4 was on sale until I think a week ago and it
[TS]
00:57:51
◼
►
sold hundreds of millions of units right arm and I think that's pretty much all
[TS]
00:57:54
◼
►
that needs to be said I mean the idea that Apple would not would not be aware
[TS]
00:57:58
◼
►
or a tested this sort of thing is preposterous and given their track
[TS]
00:58:04
◼
►
record I very well indeed and benefit out in a guy as someone who has
[TS]
00:58:10
◼
►
criticized Apple in in various forms like I'm not it's it's preposterous to
[TS]
00:58:15
◼
►
suggest that they didn't know or didn't have a particular tolerance that the
[TS]
00:58:20
◼
►
reason the reason it takes any hold though is that it plays into the
[TS]
00:58:25
◼
►
misconceptions stereotype of Apple right that they would do something like make
[TS]
00:58:30
◼
►
an antenna design that looks awesome and save space to make the device dinner but
[TS]
00:58:35
◼
►
then have it not even be able to make phone calls like that's the worst you
[TS]
00:58:38
◼
►
know the worst stereotype of Apple you can imagine and it's such a delicious
[TS]
00:58:44
◼
►
sound-bite you know world-famous I found new new model can't make phone calls it
[TS]
00:58:52
◼
►
sounds so amazing and then there you know it it's the perfect type thing for
[TS]
00:58:56
◼
►
broadcast right the TV people really are the ones that made that catch fire and
[TS]
00:59:03
◼
►
the band thing has exactly the same you know Apple so desperately 100 or
[TS]
00:59:09
◼
►
desperate but over interested obsessed with making devices thinner made a phone
[TS]
00:59:16
◼
►
so thin that it bend when you put in your pocket right now I think I I think
[TS]
00:59:21
◼
►
the the key thing too is as you just said like there was an antenna issue
[TS]
00:59:26
◼
►
it's just it is the issue of bones on the Verizon iPhone came out six months
[TS]
00:59:30
◼
►
later there was a different antenna design and so it's not to say that
[TS]
00:59:36
◼
►
there's not a problem I don't think either just saying that i mean clearly
[TS]
00:59:39
◼
►
you know mat mat Honan anything and wired in his his phone bank tonight we
[TS]
00:59:44
◼
►
have no reason to doubt him but at the same since I would imagine if the six
[TS]
00:59:50
◼
►
plus as so whatever it's called next year comes out that there's going to be
[TS]
00:59:55
◼
►
something slightly different in the chassis or even right now the changes
[TS]
00:59:59
◼
►
now 222 restricted but the same time I go there is a very wide canyon between
[TS]
01:00:05
◼
►
there are very isolated circumstances where this might happen to oh my god the
[TS]
01:00:10
◼
►
house on fire that's coming down and I think that that's what's so frustrating
[TS]
01:00:14
◼
►
about about these sort of gates yeah well it's it's that that that adage that
[TS]
01:00:23
◼
►
it requires an order of magnitude more effort to refute bullshit than it does
[TS]
01:00:29
◼
►
to create it it's so hard it's the fact that it's bullshit that makes it so hard
[TS]
01:00:35
◼
►
to refute you know like comparing contrast with the 8.01 iOS update that
[TS]
01:00:41
◼
►
affectively bricked a bunch of iPhone sixes I mean I think Apple said that it
[TS]
01:00:46
◼
►
affected about
[TS]
01:00:46
◼
►
wound up it was out in the wild and wound up affecting like forty or fifty
[TS]
01:00:50
◼
►
thousand pounds
[TS]
01:00:52
◼
►
which is I guess good compared to those you know 200 million people using
[TS]
01:00:56
◼
►
iPhones in the world but still forty or fifty thousand people who just within
[TS]
01:01:00
◼
►
the last week have spent upwards of six seven eight hundred dollars on a new
[TS]
01:01:05
◼
►
phone had a software update that rendered the phone
[TS]
01:01:08
◼
►
unusable and it was a solution they did have to take it back it wasn't like the
[TS]
01:01:13
◼
►
phones will permit you know you just had to go through the hassle of downloading
[TS]
01:01:16
◼
►
it in iTunes syncing it to a PC and I'm sure that's actually also above beyond
[TS]
01:01:20
◼
►
the technical can have many users and so some people probably did have to go to a
[TS]
01:01:25
◼
►
store you know go to an Apple store and get it fixed but it was a real issue is
[TS]
01:01:30
◼
►
a real problem it was an actual botched iOS update and Apple you know issued a
[TS]
01:01:35
◼
►
statement it said we're really sorry we screwed this up this was terrible sorry
[TS]
01:01:40
◼
►
we're working on a fix as fast as we can
[TS]
01:01:42
◼
►
sorry we still we mentioned it was sorry and it was over you know that said it
[TS]
01:01:48
◼
►
was a real issue they dealt with it everybody kept it in perspective because
[TS]
01:01:51
◼
►
it was real right and its I don't know why I said this would mark of the folks
[TS]
01:01:57
◼
►
in a Marco and his wife had this problem but with the iPhone 4 there was an
[TS]
01:02:01
◼
►
actual really bad technical problem which was the sensors that you know one
[TS]
01:02:07
◼
►
day when you hold up your face
[TS]
01:02:08
◼
►
member that it was they did not work correctly at all and that was a real
[TS]
01:02:14
◼
►
thing and it was really affecting people with the phone and there was nothing you
[TS]
01:02:18
◼
►
could do you know it's you know it was a real thing and it got like 11 thousand
[TS]
01:02:25
◼
►
the publicity that the antenna thing then you know in meanwhile a you said
[TS]
01:02:29
◼
►
the iPhone 4 was on sale until two weeks ago in some parts of the world GSM not
[TS]
01:02:36
◼
►
the Verizon the GSM iPhone 4 with an absolutely unchanged antenna
[TS]
01:02:41
◼
►
was on sale until last week told you know is tremendous numbers for years and
[TS]
01:02:48
◼
►
years and years and everybody just sort of forgot it but yet people still bring
[TS]
01:02:51
◼
►
it up on Twitter lessees use Diaz even brought up as a kid somebody said
[TS]
01:02:56
◼
►
something like this is the worst part of tech press and he was like the worst
[TS]
01:02:59
◼
►
part is you know people like grouper who still denied denied antennagate people
[TS]
01:03:06
◼
►
are still hung up on that people still think that there was like in their
[TS]
01:03:10
◼
►
twisted view of history they think Apple had a phone that couldn't make phone
[TS]
01:03:14
◼
►
calls and everybody just brush it under the rug yeah I know that there's always
[TS]
01:03:19
◼
►
a lack of connie was interesting is a gamble in some ways it has benefited
[TS]
01:03:23
◼
►
right because they they weren't criticized for the sense of the iPhone 4
[TS]
01:03:27
◼
►
and this week in you could argue they've gotten less criticism they deserve for
[TS]
01:03:31
◼
►
the 8.0 points 1 update which that's a terrible terrible bug and it is very
[TS]
01:03:38
◼
►
concerning about how that gets released and there's there's a wide like there's
[TS]
01:03:44
◼
►
so much potential for actually real serious investigation in criticism as
[TS]
01:03:49
◼
►
opposed to your bullshit outings and was named crap that Bloomberg called Black
[TS]
01:03:55
◼
►
there there it is a very real issue I think part of the reason it was it was
[TS]
01:03:59
◼
►
not really focused on was because everyone's talking about bending and it
[TS]
01:04:05
◼
►
is in that it's frustrating as someone you know that what once if you want
[TS]
01:04:12
◼
►
Apple to create good products you should be way more worried about a point open
[TS]
01:04:15
◼
►
one in my opinion should be worried about the bending yeah because it's the
[TS]
01:04:20
◼
►
sort of thing that could happen you know feels like it could happen and we could
[TS]
01:04:23
◼
►
happen to me i i happened to not been paying attention at the time that it was
[TS]
01:04:26
◼
►
out in wild and by the time I was I knew not you know to ignore the update
[TS]
01:04:32
◼
►
but I could have easily installed that and the other thing I think long-term
[TS]
01:04:38
◼
►
that that issue you know that the 801 update does that I think it's harmful is
[TS]
01:04:43
◼
►
it puts the seed out there that hey be careful of of updating your iPhone
[TS]
01:04:48
◼
►
because it could be ruined and then it makes some number of people less
[TS]
01:04:53
◼
►
reluctant to stay up to date which hurts apple and developers in the long run by
[TS]
01:04:58
◼
►
you know increasing fragmentation that that's a that's a great point and no
[TS]
01:05:05
◼
►
real point but you know again lost lost in the shuffle of the Great Bend gate
[TS]
01:05:11
◼
►
scandal 2014 yeah and at the Benghazi name is funny for some reason I just
[TS]
01:05:18
◼
►
can't get over stuck with a stuck with bent gate I think that that the real
[TS]
01:05:25
◼
►
Benghazi I think it's such an overblown fake scandal not added the tragedy of
[TS]
01:05:29
◼
►
people dying is not serious but the idea that there's anything that was being
[TS]
01:05:33
◼
►
covered up is just a bunch of right-wing nonsense but the people who believe it I
[TS]
01:05:37
◼
►
really really into it and think it's the most important under reported political
[TS]
01:05:42
◼
►
story of the entire Obama administration and I guess it best to stay away from
[TS]
01:05:47
◼
►
joking about it so if you're out there and you're offended by me
[TS]
01:05:50
◼
►
joking about it I retract the joke cuz it's not that funny joke was just so
[TS]
01:05:56
◼
►
happens though that it's such it is it verbally at work so well you just put a
[TS]
01:06:01
◼
►
DNR and it's always live in again whether the ten-foot pole but it only
[TS]
01:06:09
◼
►
works as a joke though if everybody sees the real Benghazi scandal the way I do
[TS]
01:06:15
◼
►
as a completely overblown hype whereas if there's you know twenty percent of
[TS]
01:06:20
◼
►
the people listening to the show
[TS]
01:06:22
◼
►
think it's actually an outrage and a tremendous kindled in the you know has
[TS]
01:06:28
◼
►
the wrong effect because it makes it seem as though you know the been gate is
[TS]
01:06:32
◼
►
bending it is a real issue right now I that's exactly it and I i that's the
[TS]
01:06:37
◼
►
same reason I've been using bengay as well which is my name
[TS]
01:06:44
◼
►
take another break here thank our next sponsor and it's our good friends at
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01:06:54
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fracture for a CT ure everything all of photos we take me over to her talking
[TS]
01:07:02
◼
►
about that digital cameras and all the photos we take with their iPhones how
[TS]
01:07:06
◼
►
sad is it that they all all of them end up trapped somewhere like your camera
[TS]
01:07:09
◼
►
roll on the phone or an Instagram feed and we end up looking at him on these
[TS]
01:07:15
◼
►
tiny little well I guess for now some of this phone screens her so tiny but
[TS]
01:07:19
◼
►
they're still relatively small I know we lost some with them when we stop getting
[TS]
01:07:25
◼
►
photos printed and having something we can handle all fracture that's exactly
[TS]
01:07:30
◼
►
what they do you send them your digital photos they print them directly on pure
[TS]
01:07:36
◼
►
glass so it's not like a piece of paper in a frame with glass in front of it
[TS]
01:07:40
◼
►
they actually print on the glass i've i've said that every time I say it it's
[TS]
01:07:45
◼
►
the same sort of effect like with these phones the way that the iPhone keeps
[TS]
01:07:49
◼
►
getting the pixels closer and closer to looking like pixels on glass as opposed
[TS]
01:07:54
◼
►
to pixels under glass that's the effect of tractor as with photos it looks like
[TS]
01:07:59
◼
►
photos on glass which is really what it is and it's a really cool effect they
[TS]
01:08:04
◼
►
come with a foam back that's ready to mount right out of the box you don't
[TS]
01:08:09
◼
►
have to take it in and get a frame put it in a frame and then hanging you just
[TS]
01:08:13
◼
►
buy your fracture it shows up you open the cardboard box and there it is ready
[TS]
01:08:17
◼
►
to hang on your wall
[TS]
01:08:18
◼
►
ready to to put it up on your desk or everyone put these photos such a great
[TS]
01:08:24
◼
►
service really really impressed with the quality of the output we have a bunch of
[TS]
01:08:29
◼
►
them here at home
[TS]
01:08:31
◼
►
also an amazing gift really great gift you know for family members if you want
[TS]
01:08:37
◼
►
to send you know grandparents pictures of the kids or stuff like that and it's
[TS]
01:08:41
◼
►
also a real cool talking point where they're like well and once they see how
[TS]
01:08:44
◼
►
it you know it's actually this thing printed on glass nobody out there were
[TS]
01:08:48
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words heard of these guys it so it it makes you seem like you're you're
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01:08:51
◼
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totally in the know of like this amazing stuff really great gift and they have
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called code just for listeners of the show
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got all sorts of sizes from little five by five ones to really big ones as big
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as you could want all sorts of sizes really great service really great output
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so use the coupon code grouper you'll save 20% off and go check them out at
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their website for actor me.com fracture me.com and remember that code grouper my
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01:09:30
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thanks to fracture so so I think I we've been a little over the place on the
[TS]
01:09:35
◼
►
watch but I've been I've been very popular I personally have been all over
[TS]
01:09:39
◼
►
the place I written four pieces now that of you know there's kind of an arc where
[TS]
01:09:44
◼
►
I i'm or oppose all the way to I think this is really ambitious effort into the
[TS]
01:09:49
◼
►
future I i'm only written in the one you've written a couple to few pieces
[TS]
01:09:56
◼
►
with commentary like I think I speak for a lot of your readers that these curious
[TS]
01:10:03
◼
►
unlike the groomer exposition of out the watch
[TS]
01:10:07
◼
►
so we're going my way i thought id I thought it had something we could go a
[TS]
01:10:10
◼
►
second follow-up and I'm still it's still like liquid state it's not
[TS]
01:10:15
◼
►
solidified but you know this why do the show it can talk me through it
[TS]
01:10:20
◼
►
bottom line here we are an hour and ten minutes into the show his thesis
[TS]
01:10:24
◼
►
statement visa statement is
[TS]
01:10:26
◼
►
Apple watch I believe is intended to be a completely standalone platform for
[TS]
01:10:33
◼
►
compute personal computing and its relationship to the iPhone this is not
[TS]
01:10:39
◼
►
wholly original I've heard other people say this you know speculate but I try to
[TS]
01:10:43
◼
►
put it very clearly its relationship to the iPhone is very much analogous to the
[TS]
01:10:48
◼
►
original iPhones relationship to iTunes running on your PC or Mac right when you
[TS]
01:10:54
◼
►
got the first iPhone in 2007 you can even activated without iTunes you had to
[TS]
01:10:57
◼
►
actually plug it into your computer and run iTunes and activated on AT&T through
[TS]
01:11:03
◼
►
your Mac it was you know that they just didn't have the full stack didn't have
[TS]
01:11:09
◼
►
everything ready to go for it to be the standalone device that it is today you
[TS]
01:11:15
◼
►
can be a fully functioning iPhone user with no other computer products or you
[TS]
01:11:22
◼
►
know you could just use it with an iPad and never pair of the two and your
[TS]
01:11:26
◼
►
backups go to the cloud for software updates come over the Howard and you
[TS]
01:11:32
◼
►
never never connected to a Mac or PC I think that's a relationship the watch
[TS]
01:11:37
◼
►
will have the phone where eventually it will do for WiFi and eventually it'll
[TS]
01:11:42
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have a SIM card and will do so your networking and that doesn't mean you
[TS]
01:11:49
◼
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know and again this comes to one of the topics on ATP like Marcos things never
[TS]
01:11:53
◼
►
bet against the smartphone and that's a good point that the smartphone is sort
[TS]
01:11:57
◼
►
of an optimal it's sort of an endpoint you know obviously you know the size can
[TS]
01:12:03
◼
►
fluctuate a little bit but the basic idea of the thing that you can carry in
[TS]
01:12:07
◼
►
your pocket
[TS]
01:12:08
◼
►
don't bet against it you know there are some of us myself included who thought
[TS]
01:12:11
◼
►
that the iPad might grow to be bigger than the iPhone or at least grow to be
[TS]
01:12:15
◼
►
the same size and it's not it's super successful tablets are huge deal the
[TS]
01:12:20
◼
►
iPad is the most successful and it is very successful but it is not as popular
[TS]
01:12:24
◼
►
in the United successful as the phone so I wouldn't say that when I say that the
[TS]
01:12:30
◼
►
watch will be a stand-alone platform that
[TS]
01:12:33
◼
►
need a phone that doesn't mean that everybody is going to ditch their iPhone
[TS]
01:12:36
◼
►
and just do everything on the watch I just think it means so that some people
[TS]
01:12:41
◼
►
they could that they won't have they don't they won't need to carry a phone
[TS]
01:12:44
◼
►
in a pocket so I i I completely agree I i've set actually made the same analogy
[TS]
01:12:53
◼
►
on a previous version of exponent I wear my co-host vehemently disagrees and we
[TS]
01:13:00
◼
►
definitely got into it but I think the the the phone for the watch is an
[TS]
01:13:07
◼
►
implementation detail and I think that's that's critical to understanding the way
[TS]
01:13:13
◼
►
out pool I think introduced it is because it would imagine Apple had
[TS]
01:13:18
◼
►
introduced the iPhone and they had said oh well you don't need to manage music
[TS]
01:13:23
◼
►
on your phone because you can do it on iTunes on the balcony over right which
[TS]
01:13:28
◼
►
is what they did did with the with the iPod the problem is is that would have
[TS]
01:13:33
◼
►
you know a few years down the line it would have been so much more difficult
[TS]
01:13:38
◼
►
if not impossible for Apple to make the iPhone a truly stand-alone device like
[TS]
01:13:43
◼
►
from day one
[TS]
01:13:44
◼
►
the iPhone even though it even though it needed a Mac it had to be designed as if
[TS]
01:13:51
◼
►
it did indeed a Mac in all the fundamental assumptions and I think it's
[TS]
01:13:56
◼
►
the same thing with the same thing with with the watch you can't build in the
[TS]
01:14:00
◼
►
assumption the phone is there if you know it's gonna be going away also
[TS]
01:14:03
◼
►
you're limiting your lowering the ceiling your warning that the potential
[TS]
01:14:06
◼
►
and I think the difference in the eighth from the iPad is this is smaller and
[TS]
01:14:11
◼
►
when it comes to when it comes to design is all broken strength in what's the
[TS]
01:14:18
◼
►
controlling constraint the controlling constraint when you're at your desk is
[TS]
01:14:23
◼
►
not size it's not wait its comfort its productivity it's why I'm sitting here
[TS]
01:14:29
◼
►
in front three monitors and ergonomic keyboard and mouse but when you're
[TS]
01:14:35
◼
►
moving around the chief constraint is portability and the fact of the matter
[TS]
01:14:41
◼
►
is is a watches more
[TS]
01:14:43
◼
►
portable than a phone so not next year not to you for that meeting in five
[TS]
01:14:47
◼
►
years on the road but ten years down the road it's it's very easy in my opinion
[TS]
01:14:52
◼
►
to see me how caring a much larger smartphone West frequently because I
[TS]
01:14:58
◼
►
always have watch I think plea agreement accepting 10 years is too long and I
[TS]
01:15:06
◼
►
think goes back to the bill gates added which is probably one of the smartest
[TS]
01:15:09
◼
►
things he's ever said but then we Aztec people perennial II vastly overestimate
[TS]
01:15:17
◼
►
how much we can do in one year and underestimate how big the changes will
[TS]
01:15:24
◼
►
be in 10 years over and over and over every year every decade I think ten
[TS]
01:15:30
◼
►
years is too long consisting about the phone man of the phone is still only 77
[TS]
01:15:34
◼
►
years ago that we had the original I when did the phone come completely
[TS]
01:15:39
◼
►
standalone when was it that I guess it was probably with iCloud so that would
[TS]
01:15:44
◼
►
have it would have been i think twenty the iCloud
[TS]
01:15:54
◼
►
jobs yes steve jobs left right right right he did the original iPad
[TS]
01:16:02
◼
►
introduction in 2010 and then he made a surprise appearance at the second iPad
[TS]
01:16:06
◼
►
event when he was technically on medical leave and any was a WBC and that was the
[TS]
01:16:13
◼
►
last time so 2011 so that was four years from when the original iPhone came out
[TS]
01:16:21
◼
►
and at that point you know it was you know for 45 years give i you know i
[TS]
01:16:27
◼
►
close a year to bake a guess but within five years the iPhone was wholly
[TS]
01:16:31
◼
►
independent platform
[TS]
01:16:33
◼
►
and you know it won't just be like one switch flipping it's you know do this
[TS]
01:16:38
◼
►
than that than this than that you know i mean the original iPhone it's like I was
[TS]
01:16:42
◼
►
thinking about it in the context of the watch it was crazy how little it did on
[TS]
01:16:45
◼
►
its own you had to sync your calendars and contacts through iTunes right just
[TS]
01:16:50
◼
►
to get so if you wanted to have the same contacts on your phone and computer you
[TS]
01:16:56
◼
►
had to keep connecting it to iTunes and sinking their I mean it was crazy so
[TS]
01:17:01
◼
►
part of that is tech I think with the phone and you're right a lot of it comes
[TS]
01:17:05
◼
►
to the constraints are different with the phone it was more about just that
[TS]
01:17:10
◼
►
there was just so much software that needed to be written before they could
[TS]
01:17:14
◼
►
do it and being able to just depend on iTunes in the meantime just reserve
[TS]
01:17:20
◼
►
heard two very helpful crunch because it was worth launching when they did it
[TS]
01:17:26
◼
►
would not have been worth waiting another two or three years until they
[TS]
01:17:29
◼
►
had more of that that whole stack ready to go in with a white guy think it is
[TS]
01:17:34
◼
►
more engineering right why doesn't have the SIM card I think simple I think
[TS]
01:17:39
◼
►
battery life and size size is an issue too though
[TS]
01:17:43
◼
►
yeah there is a Samsung one I think that has a SIM card by the as yet and it's
[TS]
01:17:47
◼
►
way bigger but the thing is likely I would one thing that you've learned over
[TS]
01:17:51
◼
►
the years is never bet against militarization never bet against I think
[TS]
01:17:57
◼
►
the antenna because its analogue like there's a lot of real challenges there
[TS]
01:18:01
◼
►
but at the same time like anything in tactics don't bet against like don't bet
[TS]
01:18:08
◼
►
against that kind of stuff and this question with jeans are are my podcast
[TS]
01:18:17
◼
►
is you know where do you draw the line on what features its ok to ship with and
[TS]
01:18:21
◼
►
what procedures without and the way I draw the line is not by looking at the
[TS]
01:18:29
◼
►
technical implementation or the of the future but the impact it has on normal
[TS]
01:18:35
◼
►
peoples lives and what I mean by that is when it when the iPhone came out people
[TS]
01:18:40
◼
►
were already plugging in their devices into their computer every night those
[TS]
01:18:45
◼
►
devices happen
[TS]
01:18:46
◼
►
iPods Apple was just asking you to keep doing the same thing you were always
[TS]
01:18:51
◼
►
doing and a different rate exactly in so even though it was if we will look back
[TS]
01:18:56
◼
►
and think oh my gosh I had to plug in my phone to sync my calendars it sounds
[TS]
01:19:00
◼
►
ridiculous today it did not sound ridiculous in 2007 and and so that's why
[TS]
01:19:06
◼
►
I think was okay to not have that feature because you weren't you weren't
[TS]
01:19:10
◼
►
putting a burden on people who were making people's lives more difficult and
[TS]
01:19:14
◼
►
I think the same thing applies to the watch
[TS]
01:19:17
◼
►
yes you would be there is no you don't need to wait for the watch to have its
[TS]
01:19:21
◼
►
own cellular stack because people already have their phones with them
[TS]
01:19:25
◼
►
you're not saying oh you have up to till the day you have not been carrying a
[TS]
01:19:30
◼
►
cellular device in your pocket but now you need to carry with you lose the
[TS]
01:19:33
◼
►
watch now people are already doing it you're the the watch is only making
[TS]
01:19:37
◼
►
their lives better and I think I i agree with you i think it will be shorter than
[TS]
01:19:41
◼
►
10 years in seven years say in 2021 will look back and say man I can't believe I
[TS]
01:19:48
◼
►
carried a phone in my pocket every single hour of every single day so let's
[TS]
01:19:54
◼
►
go back to you know like the new deniro like 1993 94 most people very few people
[TS]
01:20:02
◼
►
had cell phones and cell phones are out there was you know the famous wall
[TS]
01:20:06
◼
►
street a break so let's say Apple comes out with some kind of digital watch in
[TS]
01:20:11
◼
►
1993 and watched as something cool I don't know do you know forget the
[TS]
01:20:16
◼
►
details but it's you know but nobody has a habit of carrying cell phone at a time
[TS]
01:20:20
◼
►
and then they say oh and make this watch work you have to carry this 45 inch
[TS]
01:20:26
◼
►
rectangle in your pocket with you everywhere and everybody billion that
[TS]
01:20:31
◼
►
that seems stupid I don't care that you know there's a five ounce thing that is
[TS]
01:20:36
◼
►
very expensive itself and you have to carry around with you everywhere you go
[TS]
01:20:39
◼
►
that's you're asking people to do something that is stupid right never
[TS]
01:20:43
◼
►
gonna do that
[TS]
01:20:45
◼
►
like you're saying I completely agree that they they can piggyback off the
[TS]
01:20:49
◼
►
phone now for things like cellular and wi-fi connectivity because everybody in
[TS]
01:20:56
◼
►
that you know the target audience of people who already carry an iPhone with
[TS]
01:20:59
◼
►
them everywhere they go is is sufficiently large right in it I think
[TS]
01:21:05
◼
►
it's really interesting to just a slight side where gas is one thing I haven't
[TS]
01:21:11
◼
►
done any of my columns it was not explicitly or or in the podcast is
[TS]
01:21:15
◼
►
likewise what if we were if we jump for like what what how do you think how do
[TS]
01:21:22
◼
►
you think our tech wise will look like in 2020
[TS]
01:21:28
◼
►
I don't know why I'm you know but I have very intrigued that they think this is
[TS]
01:21:32
◼
►
the way it's going to go you know that it's mostly you know that I think that
[TS]
01:21:38
◼
►
they're predicting a lot of it is gonna go to the rest I think it's gotta be a
[TS]
01:21:44
◼
►
lot about voice input you know we're going to be talking to our rishta lot I
[TS]
01:21:49
◼
►
don't see other any other way that you're going to see how they're ever
[TS]
01:21:53
◼
►
going to invent anything that would let you type on their own a piece on
[TS]
01:21:56
◼
►
something that small so I think within his first off if you were to tell
[TS]
01:22:02
◼
►
someone in 2007 how little we talked on the phone today the they might not
[TS]
01:22:07
◼
►
believe you so that's that's so I think the voice thing in general as far as
[TS]
01:22:12
◼
►
communication always late would do need sorry for text input then because we
[TS]
01:22:16
◼
►
text a lot now I think what's interesting about the phone is it's
[TS]
01:22:22
◼
►
actually a few track like everything you do in a day how much of it are you
[TS]
01:22:27
◼
►
actually in putting anything like how much of it is gathering information or
[TS]
01:22:33
◼
►
absorbing information as opposed to actually you know putting something in
[TS]
01:22:37
◼
►
tonight I suspect I try to sell four days really hard like it was shocking
[TS]
01:22:42
◼
►
how it has a lot of it is just just checking its just checking stuff all the
[TS]
01:22:48
◼
►
time and end all like that's it's not just that you could do that
[TS]
01:22:54
◼
►
watches that it's better on a watch
[TS]
01:22:57
◼
►
and I think those for me the vision is the watches you have seen with you all
[TS]
01:23:02
◼
►
the time and the things that that's with you all the time is is where the radio
[TS]
01:23:06
◼
►
should be aware the connection should be and it's where it should be and yes I'm
[TS]
01:23:12
◼
►
sure we'll still have smartphones I don't think they're going away just like
[TS]
01:23:15
◼
►
we still have computers but I think it's gonna be more it's more about the screen
[TS]
01:23:20
◼
►
and more about
[TS]
01:23:23
◼
►
pluses the future and it's going to be more dedicated to doing specific tasks
[TS]
01:23:29
◼
►
as opposed to being everything the end of the end all be all right I think that
[TS]
01:23:39
◼
►
there's a lot of things that you just never gonna be done on the watch but
[TS]
01:23:45
◼
►
that's fine because they're still stings it never be a stronger word but that
[TS]
01:23:50
◼
►
you're almost never going to do on your phone right like if you have to write
[TS]
01:23:55
◼
►
your graduate student have to write a dissertation you're probably not going
[TS]
01:23:58
◼
►
to do it on your iPhone even on an iPhone plus although it's a lot more
[TS]
01:24:01
◼
►
plausible now than it was before
[TS]
01:24:03
◼
►
well you're never gonna do that on your watch you never gonna write articles on
[TS]
01:24:07
◼
►
your watch you're not going to read articles you know like somebody like me
[TS]
01:24:12
◼
►
are you writes thousand-word essay on the watch for whatever new product comes
[TS]
01:24:16
◼
►
out in five years you're not going to read it on your watch although you might
[TS]
01:24:19
◼
►
have it read to you by Siri you know that you know over Bluetooth
[TS]
01:24:25
◼
►
can actually read it visually but there's like you said there's an awful
[TS]
01:24:31
◼
►
lot of things that you do read that are you know
[TS]
01:24:34
◼
►
eminently readable and writable on the screen that's not just that but this is
[TS]
01:24:37
◼
►
where continuity i think is particularly interesting because if if the watch is
[TS]
01:24:42
◼
►
always your first window into stuff your first encounter with something if you if
[TS]
01:24:47
◼
►
if it was totally seamless for you to immediately transfer that to a more
[TS]
01:24:51
◼
►
suitable device and did not have to model rallied sinking in all its result
[TS]
01:24:56
◼
►
be just you flip it over something and now it's on your iPhone plus or you want
[TS]
01:25:01
◼
►
type something so you put it all right here on your Mac like now I think that
[TS]
01:25:05
◼
►
that's a critical component like now watch being the center makes a lot more
[TS]
01:25:10
◼
►
sense if the if transitioning content to more suitable devices is is tolley
[TS]
01:25:16
◼
►
frictionless anatoly easy I am certainly will not be there this year but what
[TS]
01:25:22
◼
►
what what state will continually be Indian in 55 years they are they keep
[TS]
01:25:27
◼
►
using the word personal and they do you stand on stage
[TS]
01:25:32
◼
►
reiterating the website it says here Apple watches from Apple's website right
[TS]
01:25:37
◼
►
now overview Applewhite represent a new chapter in the relationship people have
[TS]
01:25:42
◼
►
with technology it's the most personal product we've ever made because it's the
[TS]
01:25:46
◼
►
first one designed to be warned I do I think that you know that I don't think
[TS]
01:25:53
◼
►
they use words like that lately and I think that they mean it that we're going
[TS]
01:25:56
◼
►
to have the way that we have i think i least I do personally I have more action
[TS]
01:26:01
◼
►
personal affection to my iPhone than any other product and more than the iPad
[TS]
01:26:07
◼
►
certainly more than the iPad and and more even than the Mac even though I you
[TS]
01:26:12
◼
►
know started as you know most of you know ten years ago I felt like I wrote
[TS]
01:26:19
◼
►
more about Mac than I did Apple right like I never spent a lot of time it
[TS]
01:26:23
◼
►
during fireball writing about the iPod's I mean I did but it was never much
[TS]
01:26:27
◼
►
interest to me is the Mac even as the iPod grew to dwarf the Mac in terms of
[TS]
01:26:32
◼
►
its financial relevance to the company because it just wasn't engaged whereas
[TS]
01:26:37
◼
►
the phone does right now I think I write and think more about the phone that I do
[TS]
01:26:42
◼
►
the Mac even though I do all my writing and stuff on the Mac and I still love
[TS]
01:26:45
◼
►
them back but it is there is something about the fact that it's with me all the
[TS]
01:26:49
◼
►
time and it's that first you know first responder for my attention
[TS]
01:26:54
◼
►
hey I'm bored give me something to do is the first thing I do that it is it is
[TS]
01:26:59
◼
►
more personal and something on your wrist that you just have to twist your
[TS]
01:27:03
◼
►
risk to look at is another step up in being a personal relationship with
[TS]
01:27:09
◼
►
technology from the phone and I don't you know i think that they are they're
[TS]
01:27:14
◼
►
that's not those words are empty I think they really mean it and I think it's
[TS]
01:27:18
◼
►
based on their own
[TS]
01:27:19
◼
►
you know usage internally of that they think it's reason to think why this will
[TS]
01:27:25
◼
►
be a very successful category for Apple because you know that's every time
[TS]
01:27:32
◼
►
technology gets more personal like laptops are more personal than desktops
[TS]
01:27:36
◼
►
and I don't think it's any surprise that Apple's done better in laptops in the
[TS]
01:27:41
◼
►
arid in desktops tablets are more personal than the maximum done more than
[TS]
01:27:47
◼
►
they've done better in tablets they ever did in PCs and phones are more personal
[TS]
01:27:52
◼
►
yet and that's their most successful product ever I i do think it's it's
[TS]
01:27:57
◼
►
totally reason why I get her mark was coming from I think as far as like a
[TS]
01:28:00
◼
►
worldwide phenomena like the device everybody what have I think that like
[TS]
01:28:05
◼
►
the there's still that the Delta between a watch and a phone I'm not sure we'll
[TS]
01:28:12
◼
►
ever be great enough to make it a universal like University it will
[TS]
01:28:17
◼
►
surpass the phone but I think for a certain type of customer again primarily
[TS]
01:28:21
◼
►
an apple customer you know as in Wamena someone who's tends to have a higher
[TS]
01:28:27
◼
►
incomes tend to have a higher willingness to pay tends to be more
[TS]
01:28:30
◼
►
focus on the experience of of using something I said that the gentle way
[TS]
01:28:36
◼
►
possible so please it's a very compelling market in one that I think I
[TS]
01:28:44
◼
►
think it's how you make the step be more personal Apple's addressable Apple's
[TS]
01:28:48
◼
►
percentage of addressable market increases now I totally agree and that's
[TS]
01:28:53
◼
►
a very keen observation on the shift as the industry shifted from desktop PCs to
[TS]
01:28:58
◼
►
laptop PCs it coincides with a ball rising out of the the decade-long
[TS]
01:29:05
◼
►
malaise of PC market share over Sri it's a great point actually I just said I
[TS]
01:29:12
◼
►
don't quite make the connection either i mean the I met her own work that the
[TS]
01:29:16
◼
►
iMac but even then the IMF was the first to put in the living room the once again
[TS]
01:29:22
◼
►
to actually carrying something around
[TS]
01:29:24
◼
►
know that made it made a big difference that's that's really interesting yeah I
[TS]
01:29:28
◼
►
magnin just like a stop the bleeding thing and it wasn't a get people who'd
[TS]
01:29:34
◼
►
never considered a Mac using Mac then whereas MacBooks where the thing that
[TS]
01:29:38
◼
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really did that I keep coming back on the watch and it is my belief that it's
[TS]
01:29:42
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a true it is in its own way and in ways that we don't fully understand it
[TS]
01:29:47
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because I think they're being either they're working on it and they don't
[TS]
01:29:51
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they can't really talk about it and be I think that they're very deliberately
[TS]
01:29:55
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being secretive for the next few months as they don't want to give a competitive
[TS]
01:30:00
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to the companies who they think are going to copy it as best they can as
[TS]
01:30:04
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quickly as they can so I do think that they are being very cagey about some of
[TS]
01:30:09
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the details here but I S one of the things I'm finding hard to square I'm
[TS]
01:30:13
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convinced I don't know nobody at Apple said we're being pretty soon we're being
[TS]
01:30:17
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secretive as we don't want people to copy this but reading between the lines
[TS]
01:30:22
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it is sort of what I was told not in so many words but it does seem like it you
[TS]
01:30:27
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know and terms of why weren't why wasn't anybody at the event allowed to try a
[TS]
01:30:32
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version using the real software part of it was that it wasn't ready but in 2007
[TS]
01:30:39
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the iPhone wasn't ready when they announced it you know some of the apps
[TS]
01:30:43
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were just screenshots literally like I forget which ones but like so like the
[TS]
01:30:48
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maybe like the stock widget or something on a calculator like but they let a
[TS]
01:30:52
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handful of people like David Pogue and Mossberg I'm sure but a few of those
[TS]
01:30:58
◼
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guys on January 2007 6 months before it came out they got to play with you know
[TS]
01:31:05
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and I thought they didn't hold anything back you know the end even if some of
[TS]
01:31:10
◼
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the apps weren't finished yet and that you just tap the abbot showed you a
[TS]
01:31:13
◼
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screenshot of what it would look like that was what it was going to do and
[TS]
01:31:16
◼
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what it was going to look like any apps they showed onstage with the apps they
[TS]
01:31:19
◼
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ship with they didn't do that with the with the watch and I think its secrecy
[TS]
01:31:23
◼
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type thing but I don't know how to square that with what I'm about to say
[TS]
01:31:26
◼
►
which is I keep coming back and i know i told you this offline I keep going back
[TS]
01:31:30
◼
►
to the image on Apple's website of the s1 its on wyche you go to technology you
[TS]
01:31:40
◼
►
have to scroll down to get to it
[TS]
01:31:41
◼
►
but you go to the Apple watched you go to explore he had technology you scroll
[TS]
01:31:45
◼
►
down and they show that S one and they say here's what they say about an entire
[TS]
01:31:54
◼
►
computer architecture on a single chip massive constraints have a way of
[TS]
01:31:58
◼
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inspiring interesting creative solutions a prime example is the custom-designed
[TS]
01:32:02
◼
►
chip at the heart of Apple watch no traditional computer architecture could
[TS]
01:32:06
◼
►
fit within such a confined space so we found a way to integrate many subsystems
[TS]
01:32:11
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into one remarkably compact module module which is then completely
[TS]
01:32:16
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encapsulated in resin to protect the electronics from the elements
[TS]
01:32:21
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impact and where can trigger an entire computer system on a single chip is an
[TS]
01:32:26
◼
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industry person represents a singular feat of engineering in miniaturization
[TS]
01:32:30
◼
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they mentioned in the event there promoting it here they're showing at the
[TS]
01:32:34
◼
►
showing a guy in a man's hand holding this tiny little chip you know I would I
[TS]
01:32:41
◼
►
know it's an overused frame of reference but a more or less postage stamp sized
[TS]
01:32:46
◼
►
chip but it doesn't look like a chip there's no expose electronics for
[TS]
01:32:50
◼
►
transistors or anything like that it is encapsulated in saudi even after being
[TS]
01:32:56
◼
►
so secretive I feel like that they're bragging about the s1 and and they're
[TS]
01:33:02
◼
►
showing it and she showing that it's a model
[TS]
01:33:06
◼
►
suggests so much about how they're going forward I think it suggests that the
[TS]
01:33:10
◼
►
thing is a full computer it's not meant to be just a peripheral which i think is
[TS]
01:33:16
◼
►
what Android where is in there is we can come back to that you know my
[TS]
01:33:21
◼
►
understanding of my android where is that it's now in no way meant in the
[TS]
01:33:26
◼
►
long run to be a stand-alone computing devices a permanent wrist worn
[TS]
01:33:30
◼
►
notification terminal for your phone for your Android phone I think that in the
[TS]
01:33:39
◼
►
way that in 2007 when they went jobs for showed the iPhone and said and it runs
[TS]
01:33:45
◼
►
OS 10 you know that there is a guest you know that the decades long hey what did
[TS]
01:33:50
◼
►
happen made a minute you know stripped down version of Mac OS that could run on
[TS]
01:33:54
◼
►
a phone will now be great what they did it and it was like blown away that they
[TS]
01:33:58
◼
►
were able to have a computer that could run UNIX so on a phone and with you know
[TS]
01:34:04
◼
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western style graphics and stuff like that for fortunately not with passion
[TS]
01:34:08
◼
►
style I i think that they've taken as it's a similar jump again in the same
[TS]
01:34:16
◼
►
you know I keep coming back to this that iPhone is to the watch what the Mac was
[TS]
01:34:20
◼
►
to the iPhone I think they've made a similar jump in like miniaturisation
[TS]
01:34:23
◼
►
encapsulation with this in that it's you know roughly in the way that it can be a
[TS]
01:34:31
◼
►
computer it's going to be a computer and that the modularity of it is what I
[TS]
01:34:36
◼
►
think I really do think that that's the explanation and we can get into this we
[TS]
01:34:41
◼
►
talk about pricing that's the explanation for why would somebody spend
[TS]
01:34:44
◼
►
$10,000 on a cold one went two years it's gonna be technically outdated is
[TS]
01:34:49
◼
►
that I think that you'll be able to take it in for service and have that S one
[TS]
01:34:53
◼
►
popped out and replaced with an S three yet this this is super interesting with
[TS]
01:34:57
◼
►
just one moment I think the if I think about the Emerald where point for just a
[TS]
01:35:03
◼
►
second and then I think the whole retail experience and the in the potential
[TS]
01:35:07
◼
►
credibility is super interesting but I think it's super significant you
[TS]
01:35:13
◼
►
highlighted they call the s1 a computer like they say
[TS]
01:35:18
◼
►
this is the it's this is the fundamental point that the debt just change the
[TS]
01:35:21
◼
►
right to change my thinking and is key is that Apple makes computers they don't
[TS]
01:35:27
◼
►
make accessories the iPod was the exception and this is another computer
[TS]
01:35:30
◼
►
and it has to be looked at in that in that light yet they're not using a
[TS]
01:35:34
◼
►
different language you know when they call the a 78 a line they call them SOC
[TS]
01:35:39
◼
►
systems on a chip and it's a CPU and RAM and I don't know what else you know and
[TS]
01:35:44
◼
►
one and it's it's more on a single chip then in a the PC world than we ever saw
[TS]
01:35:49
◼
►
have seen but it's not you would never call it a full computer chip like
[TS]
01:35:55
◼
►
they're calling it a full computer on a chip which to me makes it sound as
[TS]
01:35:59
◼
►
though if you replaced it with a different one you'd still have the same
[TS]
01:36:03
◼
►
screen it's almost like turning to watch into like like a desktop PC like where
[TS]
01:36:08
◼
►
you could replace your PC and keep your monitor like you can replace the
[TS]
01:36:13
◼
►
computer in the watch and keep the cold case and the Sapphire display and the
[TS]
01:36:21
◼
►
crown and all of your bands that you bought and you just get a new computer
[TS]
01:36:24
◼
►
inside I just what I do I acknowledge that I think Android we're under the
[TS]
01:36:31
◼
►
covers could be stand-alone from a technical perspective I'd like to see
[TS]
01:36:36
◼
►
you talk about email cuz people have actually been looking into this arm but
[TS]
01:36:41
◼
►
I think the design the design is always meant to be with a smartphone so what
[TS]
01:36:45
◼
►
sparked that because we watch but no this is this is this is so interesting
[TS]
01:36:49
◼
►
is this is this is the thing that people think should be possible rate there's
[TS]
01:36:54
◼
►
always something right and everyone thought that modularity was dead right
[TS]
01:37:00
◼
►
with it
[TS]
01:37:00
◼
►
MacBooks now you can't change anything on your own the phone for sure a member
[TS]
01:37:06
◼
►
of the phone came out in there was there was no external battery people were
[TS]
01:37:09
◼
►
going nuts about it like oh my god there's no external battery and the
[TS]
01:37:12
◼
►
thinking then was you can never make something small enough if you have the
[TS]
01:37:17
◼
►
constraint of making stuff margarine being held be easily removed by
[TS]
01:37:23
◼
►
what what it you know I thought I thought it would last time we talked I
[TS]
01:37:27
◼
►
thought I want to be entry for wearable if Apple came up with it oh it has no
[TS]
01:37:31
◼
►
screen right now be like oh my god just like the phone has no keys maybe the oh
[TS]
01:37:36
◼
►
my god moment here is it is modular it's a computer it can be changed out we've
[TS]
01:37:42
◼
►
totally like we've web so far ahead here that a no you can't do I'm sure no
[TS]
01:37:48
◼
►
individual could do it but if you bring it into your Apple watch they could all
[TS]
01:37:54
◼
►
be happy to do it for 500 bucks or whatever
[TS]
01:37:57
◼
►
yeah maybe it won't even maybe it won't be offered on the Sport Edition you know
[TS]
01:38:03
◼
►
maybe it's only something for the the stainless steel and gold one because
[TS]
01:38:07
◼
►
what if it costs $500 to upgrade or well that's probably too much because of the
[TS]
01:38:13
◼
►
starting price of the watches 349 you sure you know what lets the source code
[TS]
01:38:18
◼
►
250 just to pick a number of that that's not painless it's not pocket change but
[TS]
01:38:23
◼
►
it's reasonable if you have a $350 Apple watch you're not going to pay two
[TS]
01:38:29
◼
►
hundred and fifty to get the s1 replaced with an ass 2-3 when you could just
[TS]
01:38:35
◼
►
spend 350 again and get a brand new one which might actually be a little slimmer
[TS]
01:38:39
◼
►
and smaller and haven't updated industrial design but if you spent ten
[TS]
01:38:43
◼
►
grand on an Apple AAPL watch edition and its solid gold and it still looks great
[TS]
01:38:52
◼
►
physically on the outside because its own scratched because of this display a
[TS]
01:38:55
◼
►
sapphire and the gold is special hardened gold you've already spent ten
[TS]
01:39:02
◼
►
grand I would you spend 250 to get to make it faster and have the battery last
[TS]
01:39:06
◼
►
longer and probably you know and the gambit guessing as part of the service
[TS]
01:39:09
◼
►
they'll just put a new battery module in you know because yours is already been
[TS]
01:39:14
◼
►
through seven hundred and you know recharge cycles and that again in this
[TS]
01:39:21
◼
►
weird way that they are even though it's truly a computer there there are really
[TS]
01:39:25
◼
►
only comparing it to the existing high-end watch world there is no they
[TS]
01:39:30
◼
►
never used the word SmartWatch never showed anybody else is there just acting
[TS]
01:39:34
◼
►
though Android where and the stuff Samsung's doing date they're just acting
[TS]
01:39:38
◼
►
as though this stuff doesn't even exist but in the real you know high-end luxury
[TS]
01:39:44
◼
►
watch world when you buy a $10,000 watcher $5,000 watch duty you do get it
[TS]
01:39:50
◼
►
serviced every few years as a mechanical device in needed needs you know expert
[TS]
01:39:54
◼
►
attention every couple years just to keep it in perfect working order
[TS]
01:39:58
◼
►
it's expected you know it's not free
[TS]
01:40:01
◼
►
you don't you know you don't get free service on your your Rolex or amigo
[TS]
01:40:05
◼
►
whatever brand watches have but you know if you've already bought bought it for
[TS]
01:40:10
◼
►
10 grand and you wanted to last a long time
[TS]
01:40:12
◼
►
a $200 services you know something you don't even bat an eyelash in with it so
[TS]
01:40:18
◼
►
interesting about this idea it's only speaking of accidents or exxon tech
[TS]
01:40:23
◼
►
podcast a disgusted at the beginning of this of this then I think all of them
[TS]
01:40:27
◼
►
respect greatly work were dismissive eg I think John Siracusa put it as being a
[TS]
01:40:34
◼
►
nerd fantasy which which in in some it is his right now it is in a way it's
[TS]
01:40:40
◼
►
likely that I think the comparison that he would make a great couple make it
[TS]
01:40:46
◼
►
contains the parts and stuff like that but i i think the reason why I i i I
[TS]
01:40:54
◼
►
find this so compelling in to be very clear like all the available information
[TS]
01:41:00
◼
►
that we have suggests that this isn't possible right that if you are actually
[TS]
01:41:04
◼
►
making something so small and you want to maximize battery life like the last
[TS]
01:41:08
◼
►
thing you want to do is make any considerations towards towards
[TS]
01:41:11
◼
►
modularity that said if you could do this so much about this product comes
[TS]
01:41:20
◼
►
into clearer focus rate the the the Gold Edition the idea that they're being like
[TS]
01:41:26
◼
►
imagine imagine imagine a diligent let's play with this as soon as possible
[TS]
01:41:32
◼
►
imagine in 10 years right oh you have a first edition right and it is not a
[TS]
01:41:37
◼
►
first edition like I have the first iPod where it's nice that is my desk there's
[TS]
01:41:41
◼
►
no way in the right actually use it be a first edition in your still wearing it
[TS]
01:41:45
◼
►
you got one of those back in the day I got so I have my I want to watch it it's
[TS]
01:41:50
◼
►
a wedding present from my in laws that govern traditional sort of wedding
[TS]
01:41:53
◼
►
present and it's it's a month on it so they make pens right but they got used
[TS]
01:41:59
◼
►
to make watches like in eighteen hundreds a nanny stabbed in the back
[TS]
01:42:03
◼
►
into watches I like the first one they made when they came back and like I feel
[TS]
01:42:07
◼
►
very proud of that fact that I have like their first one when they came back on
[TS]
01:42:11
◼
►
the market
[TS]
01:42:12
◼
►
imagine imagine if if that was a selling point for for this watch are there was
[TS]
01:42:19
◼
►
different editions and different designers and the the value of of of the
[TS]
01:42:26
◼
►
fashion of value of the design if you know it's time worse used not make your
[TS]
01:42:33
◼
►
point there but you know like it's it's something that is not a throwaway object
[TS]
01:42:37
◼
►
that is completely tilts the table when it comes to the importance of fashion
[TS]
01:42:42
◼
►
importance of design the importance of all this one tangible stuff that Apple
[TS]
01:42:46
◼
►
specializes in and it's all it's like flipping the old PC market on its head
[TS]
01:42:52
◼
►
hurt before is because they couldn't keep up on all the component parts but
[TS]
01:42:57
◼
►
now if they were really so far ahead it actually accentuates their biggest rings
[TS]
01:43:02
◼
►
yeah I totally agree and before I will say I know corrections from what I've
[TS]
01:43:10
◼
►
speculate on Android where they ended where devices they do have gigabytes of
[TS]
01:43:15
◼
►
local storage they do have a full app SDK for running standalone apps but
[TS]
01:43:20
◼
►
there aren't many apps yet but I guess they're they're coming soon and I think
[TS]
01:43:26
◼
►
that therefore continue at least if not today is already as planned
[TS]
01:43:30
◼
►
you know without any kind of phone now we're gonna start doing more stuff like
[TS]
01:43:34
◼
►
Apple lake
[TS]
01:43:34
◼
►
things like playback of podcasts over Bluetooth or something like that it
[TS]
01:43:40
◼
►
seems like it's already planned for that but it it to me though I i'm just
[TS]
01:43:43
◼
►
guessing though if you run any kind of like a benchmark our spec on an android
[TS]
01:43:48
◼
►
where device today vs this the first Apple watch that we see next year it I
[TS]
01:43:53
◼
►
think we're going to be blown away by the difference in computing performance
[TS]
01:43:56
◼
►
that they've put into the lot now in this I think this is really this is this
[TS]
01:44:00
◼
►
is key like member Steve Jobs said the iPhone is five years ahead of the
[TS]
01:44:04
◼
►
competition and it or not it actually was five years ago competition it was
[TS]
01:44:08
◼
►
around 2012 that that Android you're really kind of an obviously you and I
[TS]
01:44:15
◼
►
certainly feel that from an experience standpoint the iPhone is still ahead
[TS]
01:44:18
◼
►
from a nap standpoint as far as quality of apps but from a
[TS]
01:44:24
◼
►
are they in the same albright exactly exactly and it took about five years and
[TS]
01:44:29
◼
►
I think I think there is no I think the the s1 a program right now it's arguable
[TS]
01:44:35
◼
►
that Apple's greatest strength right now is is chip design which is yes pretty
[TS]
01:44:39
◼
►
amazing and and the S one is is right in the wheelhouse and this is the point
[TS]
01:44:44
◼
►
that I had while the other things really interesting goes back to bed actually a
[TS]
01:44:50
◼
►
lot of people are saying about the iPhone is suitable for even been get out
[TS]
01:44:53
◼
►
there like white hit em IQ just a little bit thicker and give us more battery
[TS]
01:44:56
◼
►
life in Indore back to the IMAX why the IMAX
[TS]
01:45:00
◼
►
himself in like it sitting on your desk and John Siracusa who we love ever
[TS]
01:45:08
◼
►
winners all of our but his problem maybe his all-time favorite article that he's
[TS]
01:45:12
◼
►
written some like don't stop thinking about tomorrow or something along those
[TS]
01:45:16
◼
►
lines basically he says that when we look back it seems like there is these
[TS]
01:45:22
◼
►
these breaks right where we we made these big leaps like we went to the
[TS]
01:45:25
◼
►
iPhone allosaurus stuff is like but those leads don't happen by chance like
[TS]
01:45:30
◼
►
they happen because there's just constant constant pushing custom
[TS]
01:45:35
◼
►
generation constantly figuring things out and where things really complain
[TS]
01:45:39
◼
►
about the watch is
[TS]
01:45:41
◼
►
the reason if Apple has apples clearly done something very impressive Technol
[TS]
01:45:47
◼
►
perspective if they've even gone done even more than seems possible and done
[TS]
01:45:50
◼
►
this or a modular approach like the reason they can pull this off is because
[TS]
01:45:54
◼
►
they've been making for himself in it because they've been mean by that is
[TS]
01:45:58
◼
►
they've been pushing the envelope on things like thinness in on things like
[TS]
01:46:02
◼
►
efficiency and other things like battery wife and and all that pays off
[TS]
01:46:08
◼
►
win they're they're capable of making something like the watch that is already
[TS]
01:46:15
◼
►
waste more than anything else on the market we don't know the battery life
[TS]
01:46:19
◼
►
but i i'd I have to assume that Apple will do they want to make sure it lasts
[TS]
01:46:26
◼
►
a full of hate before before they they say anything but that's that's the net
[TS]
01:46:31
◼
►
result of all the stuff that doesn't happen by accident and I think that it's
[TS]
01:46:35
◼
►
it's tough for a lot of people in the tech world that tech focus mentality to
[TS]
01:46:42
◼
►
wrap their heads around this because they've always thought that they still
[TS]
01:46:45
◼
►
think of Apple is a company that doesn't value performance as a top priority
[TS]
01:46:51
◼
►
the day you know there are design company and then you don't get a lot of
[TS]
01:46:56
◼
►
bang for your buck performance wise with a Mac which hasn't really been true for
[TS]
01:47:01
◼
►
years but put that aside the people just under estimate that I just don't think
[TS]
01:47:06
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they they get their heads around this about like you said late just how much
[TS]
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alcohol as a semi-conductor companies leading the industry in terms of them
[TS]
01:47:15
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where they're interested making things smaller and more efficient at Oso
[TS]
01:47:20
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telling that when a non tech ran their initial benchmarks of the new iPhones
[TS]
01:47:25
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that in most of the benchmarks the iPhone 5s is still top five sometimes
[TS]
01:47:31
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third just only behind the iPhone 6 and iPhone 6 plus a year later you know in a
[TS]
01:47:37
◼
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very competitive industry I mean arguably the most competitive industry
[TS]
01:47:41
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in all of tack with everybody you know climbing at each other
[TS]
01:47:47
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and consider it the other guys are the ones who who
[TS]
01:47:52
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more directly addressed the suspect driven market and that they still don't
[TS]
01:47:56
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have phones they compete with the iPhone 5s or that surpasses at least I think
[TS]
01:48:03
◼
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that's so super telling about how just how potentially remarkable the s1 could
[TS]
01:48:09
◼
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be and who knows maybe we're making fools of ourselves and that the specs of
[TS]
01:48:13
◼
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the essence of that will watch technically aren't gonna be that
[TS]
01:48:16
◼
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remarkable compared to app Android where and other things you know who knows
[TS]
01:48:20
◼
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maybe you know completely wasting our time and and fantasizing about this but
[TS]
01:48:25
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I can't help but think that they would not draw attention to it if it weren't
[TS]
01:48:28
◼
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something they were super proud of what not just that but this is dis is like
[TS]
01:48:32
◼
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this is this should be the gating factor in whether should wait or not because to
[TS]
01:48:38
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watch something that is that is underpowered that does not enable a
[TS]
01:48:43
◼
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platform would would be a mistake because you you want you if you start
[TS]
01:48:49
◼
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out with in this is this is what I've got this is so clearly got run in where
[TS]
01:48:54
◼
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I almost felt an urgency to correct myself is if you start out with just the
[TS]
01:49:01
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mental model that this is an accessory like the iPod was an accessory you
[TS]
01:49:07
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you're making fundamental important fundamental constraints on the product
[TS]
01:49:13
◼
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that that will determine the products trajectory in the in the long run right
[TS]
01:49:17
◼
►
it's like Windows 8 Windows 8 scornfully break away from being a desktop keyboard
[TS]
01:49:25
◼
►
mouse and driven sort of thing and that just that there's handicapped everything
[TS]
01:49:28
◼
►
else it's an extreme example but if you can't just flip a switch and say oh
[TS]
01:49:33
◼
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suffer developer you designed in out for the watch
[TS]
01:49:38
◼
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assuming the phone would be there but now it's not there there's a death is
[TS]
01:49:43
◼
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very hard to overcome this challenge for Android where I can read where is very
[TS]
01:49:47
◼
►
explicit right now you have to have a smartphone app and and that's only
[TS]
01:49:55
◼
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possible vs one is actually a real computer like that's only possible
[TS]
01:49:58
◼
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inside I
[TS]
01:50:00
◼
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presume it is I think the modularity if you can replace it is definitely open
[TS]
01:50:04
◼
►
question but many would be unbelievably compelling if it was reported yet to
[TS]
01:50:09
◼
►
guess it's two different issues as the first is it just how much is this really
[TS]
01:50:12
◼
►
technically impressive computer I think that's a sure thing I i wud I'm gonna
[TS]
01:50:17
◼
►
eat my hat if it's not a blow away
[TS]
01:50:20
◼
►
technical device at a computer engineering level is that the the idea
[TS]
01:50:25
◼
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that a year later two years later you can take it into Apple store and get it
[TS]
01:50:29
◼
►
replaced with an upgraded version it that might be just pure fantasy on my
[TS]
01:50:34
◼
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part even if the the goldmans do cost 567 $10,000 even if they do it really
[TS]
01:50:40
◼
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might be the case that you you know you've
[TS]
01:50:43
◼
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ok thanks for $5,000 between russia now you gonna need to spend another 5,000 to
[TS]
01:50:47
◼
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get a better one it might be I would you know I don't think that's out of hand
[TS]
01:50:51
◼
►
but I do think though it's way more compelling if if it's not let me to the
[TS]
01:50:58
◼
►
third sponsor a reminder here is the topic that I want to come back to after
[TS]
01:51:03
◼
►
this is if it is modular in terms of being replaceable would Apple tell us
[TS]
01:51:09
◼
►
that in January or would they wait a year before they say so think about that
[TS]
01:51:16
◼
►
think about that will come back to it but right now I think our third and
[TS]
01:51:20
◼
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final sponsor the show another new sponsor really really happy to have
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01:51:24
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these guys here it is
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01:51:28
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so stuff I clothing you want to stay up to date when look stylish wanna stay up
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clothing they also sell coffee they sell literature furniture and so forth just
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like anything you might be interested in anything where design matters need has
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around the world the first of which is going to be London so that would be of
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01:52:24
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keen interest to all of you guys who are you know the listeners over in the UK
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they just launched need volume 8 assembly that's the theme and it
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features some of the best products for evenings with friends hosting parties
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that sort of thing assembly in terms of you know assembling you and your friends
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and family together they've got favorites like the Stewart throw should
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01:52:51
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that addition like the addition eEdition of a magazine need eEdition dot com and
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01:53:11
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they have a special offer for talk show listeners anyone in places an order with
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01:53:16
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need and we were sent from the show go there
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01:53:19
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order and then send an email to hello need addition dot com hello at need
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01:53:25
◼
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addition dot com with the subject line is the code no spoilers and then after
[TS]
01:53:32
◼
►
you've heard you place the order then you just shoot them an email and send
[TS]
01:53:35
◼
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him a code word on the subject no spoilers write it down but investor
[TS]
01:53:40
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they'll throw in a bunch of extras with your order extra magazines custom field
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notes socks scarves all sorts of stuff and you'll be put on a list to get 25%
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01:53:54
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off your next order maybe the next month when the next issue comes out so just
[TS]
01:53:58
◼
►
remember that hello it need addition dot com after you place an order with no
[TS]
01:54:02
◼
►
spoilers as the subject sort of the low low tech hand delivered product code
[TS]
01:54:10
◼
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just for listeners at the show so my thanks to them really great stuff really
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01:54:14
◼
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impressive design and curation really these guys find stuff that I've never
[TS]
01:54:18
◼
►
heard of it it's it's really really cool stuff
[TS]
01:54:21
◼
►
absolutely positively worth your attention and trying to sell out so my
[TS]
01:54:25
◼
►
thanks to need alright I told you to remember what I want it I want to ask
[TS]
01:54:30
◼
►
you if if when they introduced if it is mad if its module they say so radical
[TS]
01:54:36
◼
►
that tells absolutely absolutely i mean like I said if it's Marjorie changes the
[TS]
01:54:42
◼
►
entire perception and conceptualisation of what this of what this is right he
[TS]
01:54:49
◼
►
goes it changes from being another a very pretty in in cool yet disposable
[TS]
01:54:56
◼
►
item to being like something meaningful right the way the whale watches
[TS]
01:55:02
◼
►
meaningful
[TS]
01:55:03
◼
►
like a high-end watches meeting for and no I I think it would be I think it's
[TS]
01:55:10
◼
►
difficult to overstate what a difference that would make in the way people think
[TS]
01:55:17
◼
►
about the entire the entire category in the Indian terror watch and that by the
[TS]
01:55:22
◼
►
way that would mean I would just pull the rug out from all the entrance where
[TS]
01:55:27
◼
►
devices in just your pretty unbelievable way I mean it would very clearly out
[TS]
01:55:33
◼
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would be saying himself up as we are the Swiss by with a relatively or worse
[TS]
01:55:40
◼
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watch all the way up to
[TS]
01:55:42
◼
►
Cartier yeah and you guys are you can have your the castles of the market or
[TS]
01:55:49
◼
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or stuff like that and no I of course there will be a central a key point in
[TS]
01:55:55
◼
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my opinion
[TS]
01:55:57
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yeah I think so to think that they wouldn't is if they're unsure if it's
[TS]
01:56:02
◼
►
like that's their hope and that's our plan but they don't want to promise it
[TS]
01:56:05
◼
►
in advance because what if something comes up and went to the way that they
[TS]
01:56:09
◼
►
want to make the S to its not socket compatible with you know with us I think
[TS]
01:56:18
◼
►
of the St already on the drawing board it at least a naturist elbowed the it's
[TS]
01:56:26
◼
►
the first edition its gonna have the biggest challenges that's going to have
[TS]
01:56:30
◼
►
all these sort of things and it like for example if to to make something modular
[TS]
01:56:36
◼
►
even if it has to be done by technician rate to make anything modular you're
[TS]
01:56:40
◼
►
making some sort of trade off in space in particular spaces that is the biggest
[TS]
01:56:45
◼
►
by far and that is such a massive constraint right now that if they're
[TS]
01:56:49
◼
►
willing to make that trade off inversion one they're they're only gonna make that
[TS]
01:56:53
◼
►
trade off if if they're there I can do that for optionality they're going to do
[TS]
01:56:57
◼
►
it because the ways that it would work if you just think it sounds crazy cuz
[TS]
01:57:05
◼
►
Apple's the company that famously got scores like you said for not having a
[TS]
01:57:08
◼
►
replaceable battery user replaceable battery but you can replace your battery
[TS]
01:57:12
◼
►
I'll just point out you've always been able to replace the battery in your
[TS]
01:57:15
◼
►
phone by taking it an apple and having you know it's just that you can pop off
[TS]
01:57:19
◼
►
the back yourself and put a replacement in its not user swappable throughout the
[TS]
01:57:23
◼
►
day but it is you know certainly modular in terms of if your battery is not a bad
[TS]
01:57:29
◼
►
battery or an old battery you can go and get a new one but the way that things
[TS]
01:57:33
◼
►
evolve the way computers design evolve certainly personal computers as they get
[TS]
01:57:37
◼
►
smaller and more efficient so as the last one gets smaller and more or less
[TS]
01:57:44
◼
►
series get smaller and more efficient over the years there's always gonna be
[TS]
01:57:48
◼
►
room in your regional 2015 Apple watch for the new smaller s writing that class
[TS]
01:57:54
◼
►
teacher like the next version of the physical hardware could be smaller and
[TS]
01:58:00
◼
►
that's not a problem for the original the risk if you presume that right this
[TS]
01:58:03
◼
►
will be the biggest the endeavor is racism which is an exceptionally
[TS]
01:58:08
◼
►
reasonable position today certainly the thickest it's ever going to write i mean
[TS]
01:58:13
◼
►
like they had certainly one of the knocks against it from a watch
[TS]
01:58:17
◼
►
person's perspective specifically called out by by Ben Clymer of the dinky that
[TS]
01:58:21
◼
►
it does said little higher arrest in there for you know that the issue with a
[TS]
01:58:25
◼
►
watch that physically that is it's you know your your shirt sleeves might get
[TS]
01:58:28
◼
►
caught on it and it would leave room if I'm correct to that if there is a
[TS]
01:58:35
◼
►
swappable strategy you know an upgradeable strategy that they're going
[TS]
01:58:38
◼
►
to do the battery along with this one because batteries you know deteriorate
[TS]
01:58:43
◼
►
over time and there it expressly on one of the few things they're telling us
[TS]
01:58:47
◼
►
already has that you will need to charge it every day so it's going to go through
[TS]
01:58:51
◼
►
a lot of you know if you use in like your Apple whatcha gonna go through
[TS]
01:58:56
◼
►
close to 365 upgrade you know battery cycles year that they'll do that too but
[TS]
01:59:01
◼
►
the net if the s1 shrinks a little every year than they can make the battery a
[TS]
01:59:06
◼
►
little bigger not just that but battery technology unfortunately not fasten
[TS]
01:59:10
◼
►
night but it does improve you know rate regularly just as a side note I think
[TS]
01:59:16
◼
►
one thing that changed my mind about the I watch that needs to be more not less
[TS]
01:59:22
◼
►
is the reason we wake an iPhone was was terrible battery life compared to what
[TS]
01:59:29
◼
►
was on the market by we put up with Charlie he was people can believe are
[TS]
01:59:35
◼
►
you really charge your phone every night but the Apple did it because it was so
[TS]
01:59:40
◼
►
much better and I think that's another reason to presume that Apple is wants
[TS]
01:59:47
◼
►
the watch to do so much more that it's so compelling that you will put up with
[TS]
01:59:53
◼
►
charging the way to overcome charging every night is tonight to make a watch
[TS]
01:59:56
◼
►
that last for two weeks because that's impossible
[TS]
01:59:59
◼
►
the way to overcome it is to make it worth the trouble of bringing an extra
[TS]
02:00:04
◼
►
adapter right it saw the retail experience i mean especially if the
[TS]
02:00:10
◼
►
authors changing batteries in or changing processors well I think it
[TS]
02:00:14
◼
►
starts as saying another step back and hit on another topic from ATP recently
[TS]
02:00:19
◼
►
which was wait a minute isn't this
[TS]
02:00:22
◼
►
on Apple like like that plan and Marquez lines and i've seen this all across the
[TS]
02:00:29
◼
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web that what we think of as the Apple way to do it is to make one apple watch
[TS]
02:00:37
◼
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the first year and it would be compelling to everybody men and women it
[TS]
02:00:43
◼
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would be lets you know this is split the middle of 42 in 30 8mm let's call it
[TS]
02:00:48
◼
►
forty millimeter appealing to men and women possibly even one color and one
[TS]
02:00:55
◼
►
type of band and that's it and then maybe over years it would maybe the
[TS]
02:01:00
◼
►
product line would grow and that is it would be you know an aluminum and glass
[TS]
02:01:04
◼
►
type thing that sells for 350 bucks a price that exact all existing Apple
[TS]
02:01:10
◼
►
customers can afford that this idea of selling what I think you're gonna be
[TS]
02:01:16
◼
►
$1,500 $2,000 to inland steel ones and 5,000 10,000 dollars gold ones all of it
[TS]
02:01:23
◼
►
coming out once doesn't that mean that Apple as we know it is over and it's
[TS]
02:01:26
◼
►
it's you know whether it's for better for worse it's different or doesn't even
[TS]
02:01:32
◼
►
make sense and you know what this funny thing to do is listen to the show are
[TS]
02:01:36
◼
►
gonna disagree with us but at least on Twitter when I wrote my piece you know
[TS]
02:01:41
◼
►
we can have two go two weeks ago man I mean a lot of people like wow that was
[TS]
02:01:45
◼
►
really insightful you really opened my eyes I think you're onto something here
[TS]
02:01:47
◼
►
and then there was an awful lot of vitriol I got more negative feedback on
[TS]
02:01:52
◼
►
that piece than anything that I've written a long time and these are for
[TS]
02:01:56
◼
►
this is from people who I think usually agree with her like what I have to say
[TS]
02:02:00
◼
►
about Apple but there were people who are saying things like if the gold one
[TS]
02:02:05
◼
►
even cost twice the the you know $350 that that the you know they're gonna
[TS]
02:02:12
◼
►
lose their ship it and I don't think people get I don't think what I don't
[TS]
02:02:17
◼
►
think people get is just how different this is from anything Apple's done
[TS]
02:02:23
◼
►
before it's not right at your you're doing yourself a disservice if you're
[TS]
02:02:26
◼
►
thinking about it in the context of how Apple has done things I completely agree
[TS]
02:02:30
◼
►
like what's interesting about
[TS]
02:02:33
◼
►
it's been a mention that my criticism critical of the watch piece was both
[TS]
02:02:38
◼
►
very popular is widely shared my comrades in hundreds of tweets my my
[TS]
02:02:44
◼
►
recent piece
[TS]
02:02:46
◼
►
example like you went to several pieces in the past
[TS]
02:02:49
◼
►
usually they're both so they get a lot of views and they're also shared a lot
[TS]
02:02:54
◼
►
on Twitter by one this week has got a lot of Jews but it's hardly gotten
[TS]
02:02:58
◼
►
shared on Twitter at all and what's interesting is i think it's it's it's
[TS]
02:03:02
◼
►
actually other peace with the pricing thing and what I mean by that is I think
[TS]
02:03:06
◼
►
that's why it's been so hard to articulate apples are tender chicken
[TS]
02:03:11
◼
►
waiting is that if if we are right that is like Apple is going for this future
[TS]
02:03:20
◼
►
that is just wildly more ambitious than anyway I think was originally thinking
[TS]
02:03:24
◼
►
about it might be from a place perspective it might be from a style
[TS]
02:03:28
◼
►
perspective from a performance perspective maybe from a West respective
[TS]
02:03:32
◼
►
it's it's almost like people like just doesn't fit with anyone model of the way
[TS]
02:03:40
◼
►
things ought to be and I think a lot of people and some people's very strongly
[TS]
02:03:46
◼
►
disagree I've definitely heard from them but a lot to adjust their not they don't
[TS]
02:03:50
◼
►
know what to think it's like what it is I don't know what to think like what's
[TS]
02:03:56
◼
►
what's going on here I think the price thing is is very much of a piece with
[TS]
02:04:00
◼
►
that i mean the idea that Apple would sell eighth from a tech person
[TS]
02:04:06
◼
►
perspective and identical device for ten times or more the price of another
[TS]
02:04:12
◼
►
identical devices does not compute right in a way that like back to the car
[TS]
02:04:18
◼
►
analogy that you know they made the point of market hey you've got a BMW m5
[TS]
02:04:24
◼
►
you know that costs triple what even a regular you know nice car costs and you
[TS]
02:04:33
◼
►
still bound by the same speed limits and even if you want to disobey the speed
[TS]
02:04:37
◼
►
limit you can't go that much faster
[TS]
02:04:39
◼
►
you know then than the speed limit intense you know maintain any kind of
[TS]
02:04:44
◼
►
reasonable safety Marco I believe does not do any kind of recreational auto
[TS]
02:04:49
◼
►
racing you know what some people do some people do you know go on test tracks and
[TS]
02:04:54
◼
►
stuff like that you know it it but it still is a better car technically then
[TS]
02:05:00
◼
►
you know $30,000 Acura something great it's you know technically engineer lies
[TS]
02:05:07
◼
►
it's a better car whereas the computer inside Apple watch edition is I believe
[TS]
02:05:13
◼
►
going to be the exact same computer in Apple watch it goes back full circle
[TS]
02:05:21
◼
►
because of what Apple is selling now and they've always sold this but it's always
[TS]
02:05:25
◼
►
been it's always been the frosting on the cake
[TS]
02:05:28
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rate but now it is the cake what they're selling is they're selling the
[TS]
02:05:32
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intangibles they're selling there's like gold the idea of gold being more
[TS]
02:05:38
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valuable is is a pure human trance trucked right there's nothing like right
[TS]
02:05:44
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gold doesn't really have any innate applications that meet that the reason
[TS]
02:05:50
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goal is more valuable because we as a human race have decided that goes more
[TS]
02:05:53
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valuable rights completed value is almost completely intangible great when
[TS]
02:05:59
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you're in a museum in UC like an old very old like a sword or a weapon that's
[TS]
02:06:04
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made her crafted partly out of gold that's it's certainly not because gold
[TS]
02:06:08
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made her stronger so yeah right it's almost a showpiece it's effectively
[TS]
02:06:14
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useless in the real combat but it's you know it it signify something else and
[TS]
02:06:20
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this is why I feel like this at this in particular in a unanimous in its a
[TS]
02:06:25
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gloomy culture shock this is just completely an estimate to the
[TS]
02:06:31
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traditional tax mindset and in the end and the mindset that i think is very you
[TS]
02:06:37
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know he's very focused on efficiency that's very folk inefficiency in all
[TS]
02:06:43
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means I just efficiency in computing but efficiency in using money efficiency and
[TS]
02:06:48
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how you live your life like I want to have a house where I can I can get this
[TS]
02:06:52
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experience for a tenth of the price
[TS]
02:06:55
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should otherwise or something along those lines like Apple like a gold
[TS]
02:06:59
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edition watches the exact opposite direction it's more expensive for the
[TS]
02:07:03
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sake of being expensive and I don't mean that in our people made in Elgin I am
[TS]
02:07:07
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rich out I'm no it's not it's not that too because you the the benefit accruing
[TS]
02:07:14
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to the person using that is at a very superficial level I suppose I can see
[TS]
02:07:19
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the analogy but it's again I think the the the class you're has to be the
[TS]
02:07:24
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luxury luxury goods market where the reality is the rally is most luxury
[TS]
02:07:32
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items are less functional then then the cheap roger is right and famously in the
[TS]
02:07:40
◼
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watch world the famously that a quartz watch a $20 towards time max keeps
[TS]
02:07:46
◼
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better time than a $20,000 my watches his terrible like it's always off but
[TS]
02:07:55
◼
►
just because just because it's not tangible doesn't mean it's not real and
[TS]
02:08:01
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in NY me in its not real and it's not real in a marketing artificial scents
[TS]
02:08:07
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like its people actually care about this and they've cared about it for it for
[TS]
02:08:11
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thousands millions of years like this isn't a fluke that people value their
[TS]
02:08:18
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people value by that I would be very expressive right now my wife just looked
[TS]
02:08:22
◼
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in the window on the porch tonight as well as my train of thought it's very
[TS]
02:08:29
◼
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people care about this stuff in a very real way that Karen millions of years
[TS]
02:08:34
◼
►
it's not a fluke and what Apple's tapping into is is a real thing I think
[TS]
02:08:40
◼
►
I'm trying to think about the other i's and T's on across your one of the things
[TS]
02:08:44
◼
►
i wanna talk about it just sort of attention but wifi days the Apple watch
[TS]
02:08:49
◼
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does have some sort of wi-fi
[TS]
02:08:51
◼
►
but they call it Apple calls it that it has WiFi Bluetooth
[TS]
02:08:55
◼
►
quoting here but it's hard to stay in touch with your iPhone so I think what
[TS]
02:09:01
◼
►
they're saying and I asked and could not get a true an actual straight answer but
[TS]
02:09:05
◼
►
the insinuation was that it's like the backchannel wifi whatever you wanna call
[TS]
02:09:09
◼
►
it adhoc wifi where it uses wifi like the way that you can do things now
[TS]
02:09:15
◼
►
pairing keyboard with you know your Apple TV and stuff that you can do these
[TS]
02:09:21
◼
►
things without getting it on the network first are on the way
[TS]
02:09:24
◼
►
airdrop works right that you can air drop things to people over wifi without
[TS]
02:09:28
◼
►
being on the same wi-fi network negotiation happens over Bluetooth but
[TS]
02:09:33
◼
►
then his wife I'm yeah I think that's the wifi that it has like it's not that
[TS]
02:09:38
◼
►
you could go out without your phone go to Starbucks and get on wifi and have my
[TS]
02:09:44
◼
►
messages show up and get your email to show up I don't think but they didn't
[TS]
02:09:49
◼
►
dare they have been expressly ruled that out so I have to be have to file it and
[TS]
02:09:54
◼
►
the big pile of I don't knows but the strong hint that I got was that it
[TS]
02:09:58
◼
►
doesn't have like true independent wifi like go get our wi-fi network with
[TS]
02:10:02
◼
►
outside tethering range to your iPhone it's a way to use wifi to extend the
[TS]
02:10:07
◼
►
tethering range to your iPhone yet I believe which will decide to make sense
[TS]
02:10:11
◼
►
I mean if if that that sounds really like go user interface disaster to have
[TS]
02:10:18
◼
►
to join random wi-fi networks and if he's almost like simpler to just say it
[TS]
02:10:25
◼
►
works with your iPhone and then once once you can do it all do it all right
[TS]
02:10:30
◼
►
it's like the resolution independence rate I do think though that that's how
[TS]
02:10:35
◼
►
the product will evolve though is that before it gets cellular is it would I i
[TS]
02:10:39
◼
►
mean absolutely make sense to have wifi first it consumes less battered just
[TS]
02:10:43
◼
►
like the way the iPod touch
[TS]
02:10:45
◼
►
as a WiFi only the device has always been thinner than the iPhone it still is
[TS]
02:10:50
◼
►
even today the two year old iPod Touch design is thinner than even the iPhone
[TS]
02:10:54
◼
►
sex because it's you know there's less stuff you have to put in there to just
[TS]
02:10:58
◼
►
do wifi so I think it would make sense for a future version about will watch to
[TS]
02:11:03
◼
►
have I don't know what to call it real WiFi support where you can use it as an
[TS]
02:11:08
◼
►
independent device anywhere you have wifi before it even gets so you learn it
[TS]
02:11:12
◼
►
working but I don't think it's gonna be there this year it's interesting but it
[TS]
02:11:15
◼
►
would be a nice surprise would be a nice surprise of a maybe maybe they're
[TS]
02:11:18
◼
►
waiting to see what with good battery life do like if if the battery life ends
[TS]
02:11:23
◼
►
up being sufficient to enable it they will and if it if like that said that's
[TS]
02:11:27
◼
►
a big potential areas like what they just cant get the battery to be good
[TS]
02:11:31
◼
►
well we'll cut this and then that gives an extra hour two hours are repeated
[TS]
02:11:36
◼
►
strain of criticism of my assumption I am i bank on it that 349 means Apple
[TS]
02:11:43
◼
►
sport and its aluminum and what they call it what it called eye on next class
[TS]
02:11:47
◼
►
it's a glass display and an aluminum case or in other words it's like iPod
[TS]
02:11:53
◼
►
iPhone build quality and materials that's 349 stainless steel is going to
[TS]
02:11:59
◼
►
be more expensive because the stainless steel just plain Apple watch is in
[TS]
02:12:04
◼
►
addition to being stainless steel ads safire display and stainless steel is
[TS]
02:12:09
◼
►
not that expensive material but it's you know if you look at what stainless steel
[TS]
02:12:14
◼
►
high-end watches cost the cost you know four digits not three digits usually or
[TS]
02:12:18
◼
►
if they do cost three digits their lesser brands and their close to $1,000
[TS]
02:12:23
◼
►
and the gold one time is going to be a lot of money but a lot of people said
[TS]
02:12:28
◼
►
well no no no I you know Apple watch is the one that just is called out to watch
[TS]
02:12:33
◼
►
that's the one that's gotta be 349 because it's just called Apple
[TS]
02:12:37
◼
►
Whitechapel sport must be a little bit more expensive or something like it's
[TS]
02:12:41
◼
►
optimized for working out or something like that and it's made of aluminum to
[TS]
02:12:44
◼
►
be lighter weight
[TS]
02:12:46
◼
►
and that only the goldmans any more expensive and that if you look at the
[TS]
02:12:50
◼
►
way they put him on the page they put Apple watch first then Apple sport are
[TS]
02:12:55
◼
►
Applewhite sport and then Apple watch addition what sense would it make to
[TS]
02:12:59
◼
►
arrange in like that I i think these people are just the people who think
[TS]
02:13:04
◼
►
that just you're just looking at this all wrong I don't think it's a
[TS]
02:13:08
◼
►
coincidence that Apple watch the stainless steel one which i think is
[TS]
02:13:12
◼
►
probably gonna cost like maybe Nick 999 I don't think it's a coincidence that at
[TS]
02:13:17
◼
►
first I think Apple might honestly think it might be the main the best selling at
[TS]
02:13:22
◼
►
the low end one may not be the best selling in the same way that the iPhone
[TS]
02:13:27
◼
►
5 see did not outsell the 5s last year
[TS]
02:13:32
◼
►
no that's that's a that's a great analogy to the to the S&C and I think
[TS]
02:13:36
◼
►
the which one sells more will come back to the modularity question I know that
[TS]
02:13:43
◼
►
would certainly change the product that I would buy you know we just because I
[TS]
02:13:49
◼
►
as much as I like to talk about the intense last acts in things about but a
[TS]
02:13:54
◼
►
ball that I'm not going to spend a few thousand dollars are a device that's
[TS]
02:14:00
◼
►
going to be obsolete in two years
[TS]
02:14:03
◼
►
yeah you know but I definitely think though that people are just thirty just
[TS]
02:14:07
◼
►
cannot wrap their heads around the fact that the default model is not going to
[TS]
02:14:11
◼
►
be the low end and then again I think the phone is the way to look at that the
[TS]
02:14:14
◼
►
default iPhone the one that they expect most people to buy is the iPhone said no
[TS]
02:14:19
◼
►
sir in this in this gets back to why even
[TS]
02:14:22
◼
►
obviously I am I'm hoping this alot but the you can't understand in my opinion
[TS]
02:14:29
◼
►
like you cannot understand product development at alcohol without thinking
[TS]
02:14:34
◼
►
very strongly about the Asian market in general in the Chinese market so there's
[TS]
02:14:40
◼
►
that termites as throwing out there
[TS]
02:14:42
◼
►
emblem good people just walk there I guess not really a real concert guy in
[TS]
02:14:47
◼
►
it I guess what they're saying basically that he is when you in general the
[TS]
02:14:53
◼
►
demand curve works that the cheaper something is
[TS]
02:14:55
◼
►
is the more it sells and I think in general that that's true for everything
[TS]
02:15:00
◼
►
ready if if an iPhone were cheaper it would sell more but they do have a good
[TS]
02:15:07
◼
►
is that it's a product for which the more expensive it is the more desirable
[TS]
02:15:10
◼
►
it becomes and this idea certainly this day this is the case for for some work
[TS]
02:15:20
◼
►
sorry goods I'm I mean I think where the confusion is it doesn't sell more Rite
[TS]
02:15:24
◼
►
a Hermes bag sells these are fewer bags and leave it on but they are way more
[TS]
02:15:31
◼
►
desirable in their way more a signifier and they win and they wouldn't be as
[TS]
02:15:36
◼
►
desirable if they were priced exactly exactly exactly they would not become
[TS]
02:15:40
◼
►
more more MORE
[TS]
02:15:42
◼
►
and others there are there are brands I think coaches like this where they've
[TS]
02:15:47
◼
►
they've vastly increase their sales they made a lot of the co-chairs the Holy
[TS]
02:15:51
◼
►
coach retail or what's the word I'll let coach outlet and it's a very different
[TS]
02:15:57
◼
►
it's a different design is different than actual culture stores but they
[TS]
02:16:02
◼
►
actually make most of their money there they sell way more there's lines out
[TS]
02:16:05
◼
►
there you know building all the time but it has absolutely it was in my
[TS]
02:16:12
◼
►
estimation my observation it again I was driving my wife distract me for this is
[TS]
02:16:17
◼
►
where I order a lot it's changed what Coach means as a brand it's become a lot
[TS]
02:16:23
◼
►
less meaning for a lot less of a signifier of of of anything you know of
[TS]
02:16:29
◼
►
class class Brandon said absolutely not not not classroom people but just where
[TS]
02:16:37
◼
►
they are competitively with you know that there it's it's above you know it
[TS]
02:16:43
◼
►
more in line with like michael kors right exactly when when I think ten
[TS]
02:16:46
◼
►
fifteen years ago it was it was more on you know the lower still the lower end
[TS]
02:16:52
◼
►
of luxury but now it's not it's it's borderline luxury at all and and death
[TS]
02:16:58
◼
►
find that it's worked out well for them as I understand it I think there I think
[TS]
02:17:02
◼
►
they're doing pretty well although I think it
[TS]
02:17:04
◼
►
I think it along I think they may be tapering off a bit now but but in in in
[TS]
02:17:11
◼
►
China and its like this and this is like this it's got a lot better but
[TS]
02:17:14
◼
►
especially even a year ago the analysis of the iPhone in China was just so
[TS]
02:17:19
◼
►
wildly off-base right like people when they have I C came out there is always
[TS]
02:17:23
◼
►
articles saying 005 sees equivalent to the average monthly wage of in China
[TS]
02:17:27
◼
►
that's that's a completely meaningless statistically means absolutely nothing
[TS]
02:17:31
◼
►
because there's so much inequality right there in there so many rape all that by
[TS]
02:17:35
◼
►
definition is a lot of people there are what make way more than the average
[TS]
02:17:39
◼
►
average monthly salary and the iPhone is selling to those people and not just
[TS]
02:17:45
◼
►
that but in in in that culture and it's the same thing here intel launches
[TS]
02:17:51
◼
►
obviously yours Chinese but I think a lot of Chinese influence cultures the
[TS]
02:17:54
◼
►
idea of displaying wealth is much more socially acceptable than it is in the
[TS]
02:18:01
◼
►
West right to due to market
[TS]
02:18:03
◼
►
ATP website but Marco technology would judge someone that walked in with the
[TS]
02:18:09
◼
►
gold phone-in James on my other players and he said the same thing that's the
[TS]
02:18:14
◼
►
Marcos example was do you think that next year WDC that we go out for beers
[TS]
02:18:19
◼
►
at the house shelter something and as anybody in in R&D crowd going to be
[TS]
02:18:24
◼
►
wearing a gold watch and he said I'd be embarrassed right exactly and which is a
[TS]
02:18:28
◼
►
reasonable it's totally reasonable thing to say and I know exactly what to talk
[TS]
02:18:31
◼
►
about but i think i think is wrong I think there will be people and but I
[TS]
02:18:37
◼
►
also think though that it would be something that it might carry a twinge
[TS]
02:18:42
◼
►
of embarrassment in some contexts where is your say like in asia would not you
[TS]
02:18:46
◼
►
know that there is it's there's no better than you did that it's different
[TS]
02:18:51
◼
►
I wouldn't be surprised if we see you again
[TS]
02:18:59
◼
►
probably wouldn't break this down that maybe they would but like an incredible
[TS]
02:19:02
◼
►
disparity in the breakdown
[TS]
02:19:04
◼
►
of you know almost like an inversion you know just totally different chart of how
[TS]
02:19:11
◼
►
many of which model or selling Apple watch being off the charts different in
[TS]
02:19:18
◼
►
asia than in the West yeah for sure why I'm editors the color of iPhones rate it
[TS]
02:19:24
◼
►
is almost impossible to see an iPhone 5 seed or 5s here in Taiwan it's not guilt
[TS]
02:19:30
◼
►
wake if you see ten iPhone 5 S's nine of them are gold and that and that's truly
[TS]
02:19:39
◼
►
cosmetic as its not gold gold gold color range but that is not perfect in the
[TS]
02:19:45
◼
►
fire but the adl like gold especially is is very meaningful it's a very strong
[TS]
02:19:51
◼
►
like there's all this all this stuff about its weird like those of the
[TS]
02:19:55
◼
►
relationships of touch with the chinese with money is very very different in the
[TS]
02:19:58
◼
►
West Bank of the West is missing America there's this kind of your pure genius
[TS]
02:20:02
◼
►
like you know you are to be humble and and and and Haider wealth in and things
[TS]
02:20:08
◼
►
like that
[TS]
02:20:09
◼
►
not at all the case you like money in the idea of monies everywhere
[TS]
02:20:12
◼
►
gifts or money giving presents different you give money would you go to a wedding
[TS]
02:20:18
◼
►
for example you bring an envelope you give it to them they pull out the day of
[TS]
02:20:22
◼
►
someone's at the door they pull out the money they counted in a write it down so
[TS]
02:20:26
◼
►
there's a list of how much everyone made in its like this do it right there it's
[TS]
02:20:31
◼
►
it's it's not it's not weird right
[TS]
02:20:33
◼
►
you have Chinese New Year and you eat these dumplings that are meant to look
[TS]
02:20:38
◼
►
like money like old kind of money so the ideas you can make more money in the
[TS]
02:20:41
◼
►
next year
[TS]
02:20:42
◼
►
just it sounds I know it's installing bizarre to people in the West Zuma had
[TS]
02:20:47
◼
►
this like fixation with money but it's not it's not weird here it's just like
[TS]
02:20:52
◼
►
that's just the way it is and and the iPhone absolutely fits into this where
[TS]
02:20:58
◼
►
people absolutely without a question cannot be disputed will buy an iPhone
[TS]
02:21:05
◼
►
simply because it's the most expensive and it shows that you can afford an
[TS]
02:21:09
◼
►
iPhone and without a doubt the gold watch opinion even if it is disposable
[TS]
02:21:14
◼
►
even if it can't be replaced
[TS]
02:21:16
◼
►
people will buy a
[TS]
02:21:17
◼
►
dollar gold watch because it's a five it's a it's a gold watch and it's even
[TS]
02:21:23
◼
►
more so it's on your wrist all the time people will see it all the time and and
[TS]
02:21:28
◼
►
that's ok I can that's it's not frowned upon at by any means it's it's it's
[TS]
02:21:34
◼
►
something everyone aspires to write these two types of in broad strokes two
[TS]
02:21:39
◼
►
types of people who buy an expensive watch there's the crowd there is a type
[TS]
02:21:43
◼
►
of person who buys one and selects one probably a Rolex because Rolexes the by
[TS]
02:21:48
◼
►
far the preeminent brand but and select not just any Rolex but one that is God
[TS]
02:21:52
◼
►
you know maybe a diamonds around the bezel or something like that because
[TS]
02:21:56
◼
►
they want people to see that they're wearing a diamond bezel Rolex and then
[TS]
02:22:02
◼
►
there's the type who might have been even more like $85,000 on a watch I just
[TS]
02:22:07
◼
►
think it was 85 but that it's like a watch guys watch and nobody no typical
[TS]
02:22:13
◼
►
person would even notice that it's anything except other watch people and
[TS]
02:22:19
◼
►
it's you know maybe in a course of a week only one person who would see you
[TS]
02:22:23
◼
►
wearing a watch would know what it is but that too that that person knows
[TS]
02:22:26
◼
►
exactly what it is and it's like being in a secret society and i think that in
[TS]
02:22:31
◼
►
so I think the gold Apple watch is that is that's did not the second the cold
[TS]
02:22:35
◼
►
out to watch is that it is I've I bought the golden but it would be the second it
[TS]
02:22:39
◼
►
were modular that's what's so interesting about it
[TS]
02:22:41
◼
►
well I think the stainless steel is sort of that though the stainless steel is
[TS]
02:22:46
◼
►
cos its stainless steel and a couple pointed this out I it's hard to see
[TS]
02:22:49
◼
►
online it's the sort of thing that does not photograph well jewelry jewellery in
[TS]
02:22:53
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person never photographs well but the stainless steel is polished and it is
[TS]
02:22:58
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shiny I can vouch for that having seen it and tried one on in the aluminum
[TS]
02:23:03
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cable sports watch is more like I don't know if it is brushed aluminum or
[TS]
02:23:08
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whatever the sand blasted thing whatever they do
[TS]
02:23:11
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you know like to the brand new iPhone sex you know it's it's not a polished
[TS]
02:23:16
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shiny material it's you know it's bad but at a glance it would be very
[TS]
02:23:20
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difficult to see whether somebody's wearing a stainless steel one or the
[TS]
02:23:23
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aluminum one and the bands are answered very common question the bands are
[TS]
02:23:28
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interchangeable between all of them now 38 and 42 millimeters take different
[TS]
02:23:34
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size bands but if you buy a stainless steel appl watch you could buy you know
[TS]
02:23:39
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you can fit any of the other bands on it that are meant for the larger size right
[TS]
02:23:45
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knew I i think thats am demanding are they gonna come with liked it seems just
[TS]
02:23:51
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on the site that the aluminum watches will be available with a certain set of
[TS]
02:23:55
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bands in the Steelers Steelers be available to different set and I get you
[TS]
02:23:59
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can change them after the fact but when you buy it up front or are you your
[TS]
02:24:03
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options limited I don't think they've answered that gets into the retail
[TS]
02:24:08
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portion of the two and a half hour mark is kind of this is hurry but I do think
[TS]
02:24:14
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that the retail question is fascinating and in terms of how are you going to how
[TS]
02:24:18
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are your configuration options going to be and how are they going to set that up
[TS]
02:24:21
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in the store and I i said it right away right away I thought man this is why
[TS]
02:24:26
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indolence yaaay the higher Derby why she took the job because it's you know
[TS]
02:24:31
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there's a clear enormous challenge ahead to turn the Apple stores as we know them
[TS]
02:24:36
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into a place where you at by stuff like this and then know how much they gonna
[TS]
02:24:41
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keep in stock we gonna be able to buy the Golden Apple Store are they sell
[TS]
02:24:46
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them at places like to know you know places that sell a variety of you know
[TS]
02:24:52
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like 2000 is a reseller of wristwatches but you can buy different brands it's
[TS]
02:24:59
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not just just Rolex or just Omega or whatever they you know whether be like
[TS]
02:25:04
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an apple kiosk in it doesn't know where you buy the additional here here's I
[TS]
02:25:07
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don't know is it was rumored it was rumored before the event that Apple was
[TS]
02:25:13
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a negotiation was talking with Nordstrom about the papal pay thing but Nordstrom
[TS]
02:25:19
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wasn't wasn't up on the screen when they talk about it
[TS]
02:25:23
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several other retailers but not Nordstrom Nordstrom actually makes a lot
[TS]
02:25:28
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of sense for a gold watch like the Nordstrom plays they don't plan to very
[TS]
02:25:32
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high end but they play in the medium and OOV especially with the bags in luxury
[TS]
02:25:39
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they sell luxury goods they don't sell the crazy expensive luxury goods they
[TS]
02:25:44
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sell the mid-range luxury and I wonder if they don't have the $85,000 watch but
[TS]
02:25:48
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they might have easily could have a $5 right exactly and I think that's why I
[TS]
02:25:53
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wonder if you think you wink to or I went to the Robert excrete grimly and I
[TS]
02:26:01
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know but I thought this protocol was was very interesting where he surmised that
[TS]
02:26:06
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the gold would mostly be a jeweler's Inwood yeah I think he's back on his
[TS]
02:26:11
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good meds yeah I got the black for even liking to him at all but nothing too is
[TS]
02:26:18
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this is an advantage I i suspect Apple did want to be there by the holidays who
[TS]
02:26:22
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wouldn't but I think this is not used to being in the spring where you can't
[TS]
02:26:26
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really rework the stores around the holidays right there it's it's just
[TS]
02:26:29
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there whereas in the spring there's a lot more latitude to to move stuff
[TS]
02:26:36
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around I don't even think they came close with a at whatever point where
[TS]
02:26:39
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they thought maybe they would launch in time for holiday 2014 that was long time
[TS]
02:26:43
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ago maybe even a year ago I I would be shocked if even at the beginning of this
[TS]
02:26:46
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year there was any hope that they would do it you know i i think you know
[TS]
02:26:50
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honestly I me Justin but just when did Angela Ahrendts come on board I don't
[TS]
02:26:53
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think she came on board full time until June or May or something like that all
[TS]
02:26:58
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the amazing one thing about the retail thing the most interesting I think we
[TS]
02:27:02
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talked about this in the West timers on the show but when the most inching
[TS]
02:27:06
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higher they made was the album its guy and was interesting about it was that he
[TS]
02:27:09
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wasn't a product I he was a channel guy and by chance i mean like where your
[TS]
02:27:13
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products or salt so he helped negotiate like forum regular
[TS]
02:27:18
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where tag heuer watches were sold which meant that lots relationships with with
[TS]
02:27:25
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places like Nordstrom with department stores here in Asia I guess all
[TS]
02:27:28
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department stores are there are no malls per se their their their department
[TS]
02:27:32
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stores where it's at
[TS]
02:27:32
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one entity but within that was like sub shops basically and all these half was
[TS]
02:27:38
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very good and they have boutiques and stuff like that within within the thing
[TS]
02:27:42
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there's definitely a different sort of retail environment then anywhere else
[TS]
02:27:48
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would have had experience with with previously LVM aged first for those who
[TS]
02:27:53
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don't know is Louie Vuitton
[TS]
02:27:55
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parent company Moet champagne right so it's
[TS]
02:27:59
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penicillin Hennessy Cognac right but they have a whole portfolio stuff I
[TS]
02:28:05
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think they have do or they have I got hold their did they have a ton of brands
[TS]
02:28:09
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super actually but that higher was interesting because because of the
[TS]
02:28:16
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channel engle
[TS]
02:28:19
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all of his experience all of his experience points to think I i I can't
[TS]
02:28:24
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imagine mean anybody can always change course careers in a change careers
[TS]
02:28:28
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course and do something different but if he's gonna do anything based on what he
[TS]
02:28:32
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elvemage I would be getting the Apple watch into other retailers right and and
[TS]
02:28:37
◼
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this sort of retailers that would sell tag heuer watches and TAG Heuer is not
[TS]
02:28:43
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selling three or you with the places that assigned to your watches are not
[TS]
02:28:46
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selling swatches like 30 $300 watches so few more points 1 I wanted to hit the
[TS]
02:28:54
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last one from ATP follow but John Siracusa I think he said you know
[TS]
02:29:01
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in terms of quantity clearly that the sport of dissonance is going to sell
[TS]
02:29:05
◼
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itself the gold edition edition endicott the Apple cause I'm collections to avoid
[TS]
02:29:11
◼
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calling it the Apple so so the Apple sport collection is going to outsell the
[TS]
02:29:16
◼
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Apple edition collection in terms of quantity but I am not entirely sure that
[TS]
02:29:23
◼
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all that in terms of this is in contrast to his take I don't know that Apple
[TS]
02:29:29
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edition collection might be the one that makes the most revenue will I think
[TS]
02:29:35
◼
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it'll be so yeah profit and revenue that it you know that if they're going to it
[TS]
02:29:41
◼
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is not just even if its I i think is going to sell more than one percent of
[TS]
02:29:46
◼
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the unit but even if it only shows to 34 percent I think it's gonna be so
[TS]
02:29:49
◼
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expensive that it will it will easily be you know ten or twenty times more
[TS]
02:29:57
◼
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profitable than the $349 one and so even if it only sells 5 percent of the units
[TS]
02:30:04
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worldwide that's fifty percent of the revenue officer India thing too is if if
[TS]
02:30:11
◼
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there's another reason to presume that Apple's being more ambitious than less
[TS]
02:30:15
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when it comes to the functionality of the watch because if it turns out to be
[TS]
02:30:19
◼
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watching you want to wear every day you're almost certainly gonna buy
[TS]
02:30:24
◼
►
additional bands right and some of those bands are not going to be cheap and
[TS]
02:30:29
◼
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especially if you're buying a Gold Edition and you actually use it and you
[TS]
02:30:33
◼
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actually becomes it becomes irregular part of your wife you're gonna wanna
[TS]
02:30:39
◼
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have different bands for to make it fit in different occasions and what's what's
[TS]
02:30:44
◼
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so Apple about this in uu nelda Sinnoh wink yesterday but you know there is the
[TS]
02:30:50
◼
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link to article i think im afraid he said they don't cannibalize phones no
[TS]
02:30:54
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not not only is it not only is it key to Apple's won jeopardy in success that
[TS]
02:31:00
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they are willing to cannibalize their own products what so brilliant about
[TS]
02:31:03
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Apple is they have always cannibalize their products with more profitable
[TS]
02:31:07
◼
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products and iPad
[TS]
02:31:10
◼
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has better margins that amount an iPhone not only has better Mart margins that an
[TS]
02:31:15
◼
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iPod is also whole way more expensive so they're getting more on the top and
[TS]
02:31:19
◼
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bottom line like if you're gonna care about your products it would be great if
[TS]
02:31:23
◼
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you do with an even more advanced of objects and if you're talking about
[TS]
02:31:26
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►
having a knife and a watch that is the center of your existence in 56 years
[TS]
02:31:33
◼
►
from now and oh by the way you paid $2,000 $5,000 for it plus a bunch of
[TS]
02:31:39
◼
►
like $500 accessories Apple's pretty okay with you using your iPhone just a
[TS]
02:31:45
◼
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little bit less than you did before
[TS]
02:31:48
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what are the things that I'm terms like you said that you how customizable is
[TS]
02:31:52
◼
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going to be when you buy it I presume order it online it's going to be
[TS]
02:31:57
◼
►
completely customizable you get whatever band whichever one you want I don't know
[TS]
02:32:01
◼
►
but if you go in and they only have a couple of presets setup that you've
[TS]
02:32:06
◼
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picked from these to start with and if you want to buy a second bomb by a
[TS]
02:32:09
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second man one of the things that interesting to me and I don't know how
[TS]
02:32:12
◼
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it's gonna work out is that if you notice that the the the side of the
[TS]
02:32:16
◼
►
digital crown like the part if you were gonna precedent the digital crown is
[TS]
02:32:21
◼
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colored to match the band like when I saw one of the smaller size with the red
[TS]
02:32:29
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►
like a rich maroon band the button wasn't black it was maroon imagine only
[TS]
02:32:35
◼
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are not at all the editions so sport for example they're all the same I think
[TS]
02:32:39
◼
►
that's initially edition edition so that says to me that they're going to be that
[TS]
02:32:51
◼
►
they're going to be matched yes although as a unit with a band you can buy
[TS]
02:32:56
◼
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another band but then like if you buy like a white bandage still gonna have
[TS]
02:32:59
◼
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the red button on the side
[TS]
02:33:01
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who knows but I did think that was interesting and it jumped out at me and
[TS]
02:33:06
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►
i dont i dont know im just looking for this edition that has different colors
[TS]
02:33:12
◼
►
the stainless steel is all black and is always just a little bit upset another
[TS]
02:33:19
◼
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signifier of which of which when you buy right I did notice I can I saw during
[TS]
02:33:30
◼
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the event and he was wearing the edition edition but he added on sport band I
[TS]
02:33:38
◼
►
couldn't tell time on stage and I also saw him walking by saw Tim Cook walking
[TS]
02:33:45
◼
►
he was either wearing the stainless steel one or the spotlight again like I
[TS]
02:33:50
◼
►
said at a glance you know he's walking into motion it was too hard to see how
[TS]
02:33:54
◼
►
shiny it was but he also was wearing the sport band which I thought was kind of
[TS]
02:33:58
◼
►
interesting that they they both wore the sport band even with the one that i
[TS]
02:34:03
◼
►
think is going to be multiple thousands of dollars that is interesting news I'm
[TS]
02:34:07
◼
►
using that they would have at least a prototype in the lab that they could
[TS]
02:34:11
◼
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wear even if they weren't you know widely available
[TS]
02:34:14
◼
►
well know that they had the band's you know there for us in the press to try to
[TS]
02:34:18
◼
►
you know we could try all the bands you know but the ones that they're wearing
[TS]
02:34:22
◼
►
as like their their actual daily use as they used to test the things he said the
[TS]
02:34:28
◼
►
event you know where the the the everyman you know the band alright last
[TS]
02:34:34
◼
►
question I have a watch and i think is what have you talked about but I thought
[TS]
02:34:38
◼
►
it was pretty interesting where do you think they're going to assemble them
[TS]
02:34:41
◼
►
yeah I i've gotten this question too I think it depends on the model I don't
[TS]
02:34:51
◼
►
know it is especially for sport I believe will be assembled in China at
[TS]
02:34:57
◼
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Foxconn or similar type place
[TS]
02:34:59
◼
►
I don't know that you can sell a $10,000 watch that was assembled in China I
[TS]
02:35:06
◼
►
think in the same way that went to my article I said like one reason I think
[TS]
02:35:09
◼
►
they call that Apple watching sort of I watch as I watch sounds like a cutie
[TS]
02:35:12
◼
►
thing that costs 350 bucks does not sound like something you piece of
[TS]
02:35:16
◼
►
jewelry is spent $10,000 assembled in China does not compute to me for five
[TS]
02:35:22
◼
►
thousand $10,000 product that and it's a big game for all their comparisons to
[TS]
02:35:29
◼
►
the watch world that's a big deal where watches are made you know swiss-made is
[TS]
02:35:34
◼
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is the gold standard for you know it's a sign of quality too bad you call it a
[TS]
02:35:43
◼
►
badge of honor for the whole country in Switzerland and they certainly obviously
[TS]
02:35:48
◼
►
been making making efforts in this regard in especially if they're i mean
[TS]
02:35:56
◼
►
that's how many pieces the more the more that especially with this chip breaks a
[TS]
02:36:02
◼
►
lot a lot of the manual labor when it comes to billion computer is still on
[TS]
02:36:09
◼
►
the motherboard and it's still like like a lot of one of its like is done by hand
[TS]
02:36:13
◼
►
because it requires very precise you know sort of invitation in addition
[TS]
02:36:18
◼
►
there's been report you just do a search on global like to have a motherboard
[TS]
02:36:22
◼
►
factory I think an attack is done as done some of these before like it's very
[TS]
02:36:26
◼
►
very manual and that's where the payoff for having a lil were cost labor force
[TS]
02:36:31
◼
►
pays off in this sort of stuff if you're building a the entire computer on a chip
[TS]
02:36:37
◼
►
that's you know simply wrapped up in resin that's by definition the computer
[TS]
02:36:43
◼
►
is being built entirely by a machine and it doesn't really matter where you run a
[TS]
02:36:48
◼
►
machine it's gonna cost you know i've seen the operator costs will vary but
[TS]
02:36:54
◼
►
the sort of person echoed operatives were machines in be almost expensive in
[TS]
02:36:58
◼
►
China as they are they are in the united states right and I guess I could see
[TS]
02:37:04
◼
►
that this is going to be a huge shift in other than the Mac Pro is just the
[TS]
02:37:10
◼
►
beginning but that maybe they will be assembled
[TS]
02:37:12
◼
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in Aus and the very least I wouldn't be surprised if the edition edition is
[TS]
02:37:19
◼
►
assembled in Aus
[TS]
02:37:22
◼
►
again if you're gonna sell it for $10,000 they can afford you know the
[TS]
02:37:27
◼
►
difference in hourly wage for the people doing the actual assembly so do you
[TS]
02:37:33
◼
►
think it adds to the entire like its intangible factor right with your
[TS]
02:37:38
◼
►
driving edit it means something to be to have that made made in USA may use away
[TS]
02:37:46
◼
►
believing even to people who aren't in the USA right it's it's it's the EU made
[TS]
02:37:50
◼
►
at the point of the watch this is my question for you is he is Apple AAPL
[TS]
02:37:54
◼
►
targeting are they targeting people who don't wear watches but do carry iPhones
[TS]
02:37:58
◼
►
or do you think they are very much targeting people who wear watches today
[TS]
02:38:02
◼
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I think that they are I don't think they would have invited I think it's both i
[TS]
02:38:07
◼
►
think that they they see it as an opportunity to see people who don't wear
[TS]
02:38:10
◼
►
watches as as I think it's both it's ok that you watched at your risk is already
[TS]
02:38:17
◼
►
open so we don't have to convince you to switch watches we deserve to convince
[TS]
02:38:21
◼
►
you to buy one your risk is already there waiting for and I think they're
[TS]
02:38:25
◼
►
absolutely courting people who already wear watches I don't think there's any
[TS]
02:38:29
◼
►
other explanation for the time they spent in the event talking about that I
[TS]
02:38:33
◼
►
watches accuracy which is baffling to me at first because of course it's a cure
[TS]
02:38:39
◼
►
all computers with a clock are incredibly accurate compared to you know
[TS]
02:38:43
◼
►
mechanical watches you know my iPhone doesn't lose time I mean this stuff
[TS]
02:38:50
◼
►
about 50 millisecond precision is a little crazy but I think it's somehow
[TS]
02:38:57
◼
►
trying to set up as a watches a white guys what we have heard that that that
[TS]
02:39:03
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►
that I'm still confused I i
[TS]
02:39:07
◼
►
yeah I don't know I'm still not sure why I think they were trying to land the
[TS]
02:39:13
◼
►
idea that this is a watch like there there is that is a reason to buy it is
[TS]
02:39:18
◼
►
because it's now that I think about it wasn't actually I guess it wasn't for
[TS]
02:39:22
◼
►
watched people it was for
[TS]
02:39:24
◼
►
the lay persons expectation for what to watch person would get exactly they were
[TS]
02:39:29
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►
actually speaking directly to watch people they were expect they're talking
[TS]
02:39:33
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to light the writers in the audience who don't know the watch world but their
[TS]
02:39:37
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►
imagination of it is that it's you know of course act I'm time accuracy is now I
[TS]
02:39:43
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►
think to me i i really think the most like this question of modularity is is
[TS]
02:39:49
◼
►
absolutely is unbelievably fascinating and I think will completely change if
[TS]
02:39:55
◼
►
it's true and complete change the entire expectation an idea of what the swatches
[TS]
02:40:01
◼
►
be as if it's not modular if it's just a consumer trying to device disposal
[TS]
02:40:08
◼
►
consumer electronics device I don't think they are really targeting watch
[TS]
02:40:12
◼
►
people because they
[TS]
02:40:14
◼
►
washable don't buy watches they buy watches for very specific reasons that
[TS]
02:40:21
◼
►
would not be addressed by an apple watch and in this case the edition version the
[TS]
02:40:25
◼
►
gold version really is all about skimming off money from people who are
[TS]
02:40:28
◼
►
Linda Thoren Apple in asia and in which is it's it's it's it's
[TS]
02:40:33
◼
►
that's fine as a reason to add it's kind of a a unsatisfying unsatisfying
[TS]
02:40:38
◼
►
response on the other hand if it is modular and your when you buy in
[TS]
02:40:43
◼
►
addition you're buying something that Apple is saying will be good for at
[TS]
02:40:47
◼
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least what ten years or maybe ideally a lifetime now you actually are very much
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targeting your you you're targeting people who value watches for their
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interest because of work because it you're tarring watch guys and and I
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think it's about cutting off future watch guys from becoming and women watch
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people that that it's you know for young people who've never won one and as they
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get more money and they become more successful than they can afford more
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expensive things that they're not even gonna consider a traditional watch
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because they can go this route and they've already gotten in the habit of
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wearing one from the sport addition they bought when they were you know in the
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$350 not not just a bigger reason to know I completely agree with nothing
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just occurred to me is
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a reason why Apple might want to the module thing is just speaking for myself
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if it's if it's a throw away all by the sport if its modular all by the
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stainless steel like it it's like it's pretty obvious and I suspect that
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thinking it's not just that the people watch guys but I think their ability to
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deliver people up to a higher margin product will be drastically enhanced by
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if they were able to get to pull that off and it would explain why that's it
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that the mid-priced here is the one that's being sure you know established
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as the the regular total the one that just has the place removes all these I
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think this makes all these questions that people are objecting to thoughts of
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the wise much less objectionable because now it's not that Apple is selling a a
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throwaway device that the the question of why would you spend money on this is
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very much tied into the question of why would I spend money on a product that is
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gonna be worthless in two years that question changes very fundamentally if
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you know you're buying something that has longevity like the these sort of
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things like it tells time and just has it just has a disposable components the
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idea it's enough to just be a watch then if you know it's enough to be a health
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tracker will you know it lasts a long time I don't understand not fully aware
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of the laws surrounding how how and when things need to be said where they're
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made it my understanding of that like its you have to you have to like things
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that are made in China have to say made in China to be sold in the USA and
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around the world
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it's not you know Apple doesn't necessarily choose to to print designed
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by Apple in California assembled in China devices they get there is a legal
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obligation there that will watch the date shown has no printed in dishes
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indication of where they're made there's nothing and if you look at the case back
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where they have all this nation type stamped into it doesn't say that most
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watches say it on the dial at the bottom of the dialog will save made in Japan
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Swiss made Japanese movement can they do that in software I don't know and and if
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its modular can they have the s1 made in Japan and a Foxconn factory sealed up
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and shipped to the us- and have them have it put into the watch over here
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what that means is that if you know how much of it if the whole s1 was
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manufactured in China can they still say that the watch is assembled in the USA
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because the Sapphire and the band and the battery and everything was snapped
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into place by someone
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yes yes yes the iPhone says Made in China but actually the value of the
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iPhone Taiwan and Korea especially make way more money off of every iPhone in
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China does the made in China applies to just the final assembly and so they
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could assemble in which I'm sure it'd be the case I mean Taiwan is like even more
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so today is very much tied up in the iPhone though tons of the components are
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made here I'm sure it'd be a similar thing with with the with the watch all
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that matters is the final assembly I think I think then I really do think
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that at least the addition and I think maybe even the stainless will be
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assembled in the USA in estimating a good athlete they have the printing on
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the back I would imagine that they would put it there if they did but there's no
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reason for them to have it now it's not it's not for sale on the prototypes but
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I I just don't see how you can sell high-end watch that made in China and I
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know that that sort of thinking kind of did in the Swiss industry in the
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seventies I when they had their dark ages when quartz watches first became a
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thing one of the reasons they wrote them off was that they were all made in Japan
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like nobody's going to buy it watch from Japan Japan means crap you know it was
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02:45:37
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you know the watch industry ran into the same Japanese buzz saw that the car
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automotive industry did you know nobody's gonna buy japanese cars
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Japanese stuff is a joke and you know there's that thinking that made in China
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is sort of a bad well and and and shame but it's not a badge of honor it doesn't
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stand for quality made in China just means well everything's made in China
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made in USA means something right in the thing is is that the difference with the
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watch industry in the seventies was there there was no like it was all it
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was all Switzerland so this was completely new wears a ball would be
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entering environment now where there are the expectation of there being a low-end
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is art is already there and so where's the watched like this with industry had
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to deal with basically there was a big watch market they owned it all and
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suddenly this whole in like we've we've talked before like the consumer market
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there is it's bifurcated bifurcated between the high and the low in the
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world cares only about price and so there is a new option for price at the
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low end and they just couldn't respond that's not gonna be surprised they're
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gonna be there
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everyone knows that that's the case and those products are already on the market
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is already the where devices there that made sense but that it made sense in my
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well that's a good point in me to wrap this up is possibly record-breaking
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online but there's so much to talk about
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can't even imagine that I thought last week maybe i'd get to the white with
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02:47:08
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Renee Ben Thompson thank you so much for being here everybody can read been on a
[TS]
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daily basis
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effectively at your websites directory the directory as I I have lost a couple
[TS]
02:47:23
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free articles a week and I have the four paid daily updates and it's well worth
[TS]
02:47:30
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it is great stuff you've been killing it all year
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perfect example to that they are linked to order this week of the best way to be
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02:47:37
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right all the time
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almost at times be willing to change your mind change your mind in course of
[TS]
02:47:43
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two weeks it's true I have to you know what I mean is it a high compliment
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02:47:48
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because it's you know it's human nature not to you know we want to be right at
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the first time and it's more important to just keep thinking we might we both
[TS]
02:47:58
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might be wrong to I think that's what's that's what's so it's almost like I've
[TS]
02:48:01
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already written more things about it and I i felt I could I'm always worried
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about people being bored but that's what's so we haven't had something of
[TS]
02:48:09
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the iPad kind of but I've I feel this is what makes us more compelling than the
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iPad for me is that it's smaller in a into me I think that's that's important
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like it makes it a potentially more meaningful device because portability
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will always be a key constraint and it's just so fascinating I yeah yeah the iPad
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was not like oh wow I can't believe they could make this race right exactly where
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as I think the watch is going right into what that means in people criticize the
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02:48:47
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Apple not being a while but if you think about it if you think about it the
[TS]
02:48:51
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there's two alternates one is that they don't know too is that they're so far
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02:48:57
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they're thinking is so far ahead of where our expectations are that we just
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02:49:02
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like we we can't catch up in what's affecting is one it could go either way
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02:49:08
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which is makes it really interesting but to if they are so far ahead there's a
[TS]
02:49:13
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psych this so much Greenfield even imagine what might be possible in what
[TS]
02:49:17
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might be coming and no I haven't been this like I don't obsess but just like
[TS]
02:49:22
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constantly turning over my head what what a product could be in in a very
[TS]
02:49:25
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long time
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02:49:27
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exciting stuff to come by three sponsors great sponsors this week we got you bar
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02:49:45
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02:49:53
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addition again
[TS]
02:49:55
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men's magazine great curated close coffee gadgets the fact that my thanks
[TS]
02:50:01
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to them and thanks thank you
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