00:00:00 ◼ ► so anyway did you have you ever noticed ben thompson joining me this week ended [<a href="https://overcast.fm/+BtuwXGNZI/0">TS</a>]
00:00:04 ◼ ► up on a talk show evidence of some websites where it like the username [<a href="https://overcast.fm/+BtuwXGNZI/4">TS</a>]
00:00:08 ◼ ► password don't get auto filled yeah I think usually the websites while they [<a href="https://overcast.fm/+BtuwXGNZI/8">TS</a>]
00:00:15 ◼ ► yeah and it's not like that thing where we're certain financial sites have I can [<a href="https://overcast.fm/+BtuwXGNZI/15">TS</a>]
00:00:20 ◼ ► opt-out thing it's like a site where there's nothing really super [<a href="https://overcast.fm/+BtuwXGNZI/20">TS</a>]
00:00:24 ◼ ► confidential about it it should work just doesn't yeah well I am still [<a href="https://overcast.fm/+BtuwXGNZI/24">TS</a>]
00:00:29 ◼ ► scarred from the whole like they've had autocomplete for just like addresses [<a href="https://overcast.fm/+BtuwXGNZI/29">TS</a>]
00:00:33 ◼ ► like when you're buying something and I swear those never worked for like the [<a href="https://overcast.fm/+BtuwXGNZI/33">TS</a>]
00:00:37 ◼ ► first three years and maybe they work today but I i will never know that [<a href="https://overcast.fm/+BtuwXGNZI/37">TS</a>]
00:00:41 ◼ ► refused to use them are you don't use the autumn still have either every field [<a href="https://overcast.fm/+BtuwXGNZI/41">TS</a>]
00:00:46 ◼ ► which then really do they even worse in noise when they have the field in the [<a href="https://overcast.fm/+BtuwXGNZI/46">TS</a>]
00:00:49 ◼ ► wrong order in your tabs only landed on the bottom of aids the credit card thing [<a href="https://overcast.fm/+BtuwXGNZI/49">TS</a>]
00:00:54 ◼ ► works perfectly for me i i came over the last time that the credit card auto [<a href="https://overcast.fm/+BtuwXGNZI/54">TS</a>]
00:00:58 ◼ ► filled didn't work but the password thing drives me nuts and I sometimes I [<a href="https://overcast.fm/+BtuwXGNZI/58">TS</a>]
00:01:04 ◼ ► think it's because it's like I've already saved a password for WWW dot [<a href="https://overcast.fm/+BtuwXGNZI/64">TS</a>]
00:01:11 ◼ ► example.com but right now I'm on stored at example.com and so it doesn't see it [<a href="https://overcast.fm/+BtuwXGNZI/71">TS</a>]
00:01:17 ◼ ► is the same website and doesn't fill attend I don't even know and other times [<a href="https://overcast.fm/+BtuwXGNZI/77">TS</a>]
00:01:22 ◼ ► I think it's like you said that they don't have the password field correctly [<a href="https://overcast.fm/+BtuwXGNZI/82">TS</a>]
00:01:27 ◼ ► yeah I die I have used I mean I've used one password for a long time but the [<a href="https://overcast.fm/+BtuwXGNZI/87">TS</a>]
00:01:33 ◼ ► funny the funny thing is actually rarely use it cause I have this you know this [<a href="https://overcast.fm/+BtuwXGNZI/93">TS</a>]
00:01:38 ◼ ► super convoluted system for for passwords that involves like a a a seat [<a href="https://overcast.fm/+BtuwXGNZI/98">TS</a>]
00:01:45 ◼ ► or random stirring shifting your fingers like to think they'll run the keyboard [<a href="https://overcast.fm/+BtuwXGNZI/105">TS</a>]
00:01:50 ◼ ► explain in detail for Christmas I actually don't mind I feel pretty I mean [<a href="https://overcast.fm/+BtuwXGNZI/110">TS</a>]
00:01:58 ◼ ► cynicism that accent I can say anything else does that lasted eighty pni Casey [<a href="https://overcast.fm/+BtuwXGNZI/118">TS</a>]
00:02:04 ◼ ► soviet know that challenging challenging tech listeners to do anything is not a [<a href="https://overcast.fm/+BtuwXGNZI/124">TS</a>]
00:02:12 ◼ ► but it is quite convoluted it takes it would take me like 10 minutes to explain [<a href="https://overcast.fm/+BtuwXGNZI/132">TS</a>]
00:02:15 ◼ ► it which is what we decide that it's it's robust pretty good actually I i [<a href="https://overcast.fm/+BtuwXGNZI/135">TS</a>]
00:02:22 ◼ ► switch to this win win the iPhone first came out [<a href="https://overcast.fm/+BtuwXGNZI/142">TS</a>]
00:02:25 ◼ ► you couldn't use like one pass or anything like that I needed I wanted to [<a href="https://overcast.fm/+BtuwXGNZI/145">TS</a>]
00:02:29 ◼ ► have complex passwords and different passwords every site but still be able [<a href="https://overcast.fm/+BtuwXGNZI/149">TS</a>]
00:02:34 ◼ ► to somehow memorize them all and so it's been pretty good mostly thing is when [<a href="https://overcast.fm/+BtuwXGNZI/154">TS</a>]
00:02:40 ◼ ► like a site has a breakdown or password is stolen it reset it like a backup [<a href="https://overcast.fm/+BtuwXGNZI/160">TS</a>]
00:02:47 ◼ ► system for sites that have been problems once it gets it gets messy pretty [<a href="https://overcast.fm/+BtuwXGNZI/167">TS</a>]
00:02:50 ◼ ► quickly gets me is that I'm more annoyed now when I run to his site then I was [<a href="https://overcast.fm/+BtuwXGNZI/170">TS</a>]
00:02:59 ◼ ► back in the days when no passwords yeah because it wasn't an annoyance before [<a href="https://overcast.fm/+BtuwXGNZI/179">TS</a>]
00:03:05 ◼ ► right I think it's probably like when they invented modern plumbing and people [<a href="https://overcast.fm/+BtuwXGNZI/185">TS</a>]
00:03:11 ◼ ► who grew up always having to go to an outhouse every time they wanted to go [<a href="https://overcast.fm/+BtuwXGNZI/191">TS</a>]
00:03:14 ◼ ► and then obviously in most places had indoor plumbing but every once in a [<a href="https://overcast.fm/+BtuwXGNZI/194">TS</a>]
00:03:18 ◼ ► while you get to a place it was worse I'm sure that that was worse than when [<a href="https://overcast.fm/+BtuwXGNZI/198">TS</a>]
00:03:23 ◼ ► they were child children and had to go anyhow everything everything is relative [<a href="https://overcast.fm/+BtuwXGNZI/203">TS</a>]
00:03:28 ◼ ► right thank you once the bar is raised can never go back [<a href="https://overcast.fm/+BtuwXGNZI/208">TS</a>]
00:03:33 ◼ ► yeah I think there's there's probably gonna make some sort of there's a funny [<a href="https://overcast.fm/+BtuwXGNZI/213">TS</a>]
00:03:40 ◼ ► tweet on Twitter that about sums of make a podcast cut-up of everyone think I [<a href="https://overcast.fm/+BtuwXGNZI/220">TS</a>]
00:03:44 ◼ ► swear and system City joke to be made there he said that I remember the last [<a href="https://overcast.fm/+BtuwXGNZI/224">TS</a>]
00:03:49 ◼ ► time I saw the show there was a time you think you actually did get busted so you [<a href="https://overcast.fm/+BtuwXGNZI/229">TS</a>]
00:03:55 ◼ ► think it was your it was here a precise date later gloria talk with other [<a href="https://overcast.fm/+BtuwXGNZI/235">TS</a>]
00:04:00 ◼ ► podcast like yeah so actually I met the guy from broadcast it down the shit hit [<a href="https://overcast.fm/+BtuwXGNZI/240">TS</a>]
00:04:07 ◼ ► the fan maybe that's funny because you don't seem to you seem like a profane [<a href="https://overcast.fm/+BtuwXGNZI/247">TS</a>]
00:04:13 ◼ ► exact same thing you just talked about when there's one pastor that doesn't [<a href="https://overcast.fm/+BtuwXGNZI/253">TS</a>]
00:04:21 ◼ ► whereas you know there's just a whole string of expletives they can run into [<a href="https://overcast.fm/+BtuwXGNZI/261">TS</a>]
00:04:25 ◼ ► each other at some point but just 11 finally place one really really jumps [<a href="https://overcast.fm/+BtuwXGNZI/265">TS</a>]
00:04:31 ◼ ► out that the well-placed actually takes get site so I guess there's not much [<a href="https://overcast.fm/+BtuwXGNZI/271">TS</a>]
00:04:44 ◼ ► going on except that we're in it seems like everybody has collectively sort of [<a href="https://overcast.fm/+BtuwXGNZI/284">TS</a>]
00:04:49 ◼ ► finished digest in the BBC and Google yeah and a couple of good pieces this [<a href="https://overcast.fm/+BtuwXGNZI/289">TS</a>]
00:05:03 ◼ ► week you had a good piece of me try this strategic every three seconds its arm [<a href="https://overcast.fm/+BtuwXGNZI/303">TS</a>]
00:05:09 ◼ ► protector E does it stack up and I did switch it up so it's my fault and now no [<a href="https://overcast.fm/+BtuwXGNZI/309">TS</a>]
00:05:15 ◼ ► one knows but you have a good piece on samsung said the other a little tidbit [<a href="https://overcast.fm/+BtuwXGNZI/315">TS</a>]
00:05:22 ◼ ► and who knows you know 11 quarter is is a datapoint not necessarily a trend but [<a href="https://overcast.fm/+BtuwXGNZI/322">TS</a>]
00:05:36 ◼ ► i think is the word that they use this is this is not by any means out of the [<a href="https://overcast.fm/+BtuwXGNZI/336">TS</a>]
00:05:42 ◼ ► blue let's talk about them first I think in broad strokes what it seems like [<a href="https://overcast.fm/+BtuwXGNZI/342">TS</a>]
00:05:50 ◼ ► we're seeing is that Samsung had for a while [<a href="https://overcast.fm/+BtuwXGNZI/350">TS</a>]
00:05:55 ◼ ► occupied a certain middle-ground floating you know making some money on a [<a href="https://overcast.fm/+BtuwXGNZI/355">TS</a>]
00:06:01 ◼ ► lot of high quality of lower-end smartphones [<a href="https://overcast.fm/+BtuwXGNZI/361">TS</a>]
00:06:06 ◼ ► and a decent sized chunk of higher-end smartphones but that there were seeing [<a href="https://overcast.fm/+BtuwXGNZI/366">TS</a>]
00:06:14 ◼ ► signs that they're getting pinched on both sides that Apple still dominates [<a href="https://overcast.fm/+BtuwXGNZI/374">TS</a>]
00:06:18 ◼ ► the high end and as you know has the throughout the whole euro smartphones in [<a href="https://overcast.fm/+BtuwXGNZI/378">TS</a>]
00:06:22 ◼ ► terms of profit and revenue and on the low end they're running into various [<a href="https://overcast.fm/+BtuwXGNZI/382">TS</a>]
00:06:32 ◼ ► competitors Ryan and China in particular with how do you how do you say it [<a href="https://overcast.fm/+BtuwXGNZI/392">TS</a>]
00:06:37 ◼ ► Xiaomi Xiaomi how do you spell that [<a href="https://overcast.fm/+BtuwXGNZI/397">TS</a>]
00:06:40 ◼ ► Xiao which is the the is actually a really Chinese character in it so use [<a href="https://overcast.fm/+BtuwXGNZI/400">TS</a>]
00:06:48 ◼ ► pinyin to to write in English so but that actually works it works well and [<a href="https://overcast.fm/+BtuwXGNZI/408">TS</a>]
00:06:56 ◼ ► it's it's it's a company that very interesting to me you know far more [<a href="https://overcast.fm/+BtuwXGNZI/416">TS</a>]
00:07:01 ◼ ► about them than I do it's actually one of the main reasons [<a href="https://overcast.fm/+BtuwXGNZI/421">TS</a>]
00:07:04 ◼ ► show this week and if I don't know a lot about him I can't help but think that [<a href="https://overcast.fm/+BtuwXGNZI/424">TS</a>]
00:07:10 ◼ ► there's an awful lot of listeners of the show who don't and maybe even haven't [<a href="https://overcast.fm/+BtuwXGNZI/430">TS</a>]
00:07:14 ◼ ► heard of them before but I think I think they should be on everybody's radar [<a href="https://overcast.fm/+BtuwXGNZI/434">TS</a>]
00:07:20 ◼ ► especially when it comes to Samsung even though I think for the last year or so [<a href="https://overcast.fm/+BtuwXGNZI/440">TS</a>]
00:07:24 ◼ ► there's been a lot of stuff in the press and in investor world that sort of has [<a href="https://overcast.fm/+BtuwXGNZI/444">TS</a>]
00:07:30 ◼ ► them as somebody who Apple should be looking out for but I think I think it's [<a href="https://overcast.fm/+BtuwXGNZI/450">TS</a>]
00:07:36 ◼ ► actually I think you've made this point pretty well that it seems well there any [<a href="https://overcast.fm/+BtuwXGNZI/456">TS</a>]
00:07:40 ◼ ► I think the the number one thing about show me in particular is is you have to [<a href="https://overcast.fm/+BtuwXGNZI/460">TS</a>]
00:07:45 ◼ ► really there is this breathless like feature in Bloomberg like shiny week you [<a href="https://overcast.fm/+BtuwXGNZI/465">TS</a>]
00:07:53 ◼ ► know about this big this big thing like you have to clearly delineate between [<a href="https://overcast.fm/+BtuwXGNZI/473">TS</a>]
00:07:58 ◼ ► China and the rest of the world and in china shop deserves all the hype like [<a href="https://overcast.fm/+BtuwXGNZI/478">TS</a>]
00:08:06 ◼ ► they are they're killing it they are a Chinese company they are Chinese correct [<a href="https://overcast.fm/+BtuwXGNZI/486">TS</a>]
00:08:11 ◼ ► the and and just in general and this goes for a lot of the chinese companies [<a href="https://overcast.fm/+BtuwXGNZI/491">TS</a>]
00:08:16 ◼ ► in general like China really is its own [<a href="https://overcast.fm/+BtuwXGNZI/496">TS</a>]
00:08:19 ◼ ► completely separate world we're very widdle applies to what happens the rest [<a href="https://overcast.fm/+BtuwXGNZI/499">TS</a>]
00:08:25 ◼ ► of the world particularly the west and vice versa and a lot that's because of [<a href="https://overcast.fm/+BtuwXGNZI/505">TS</a>]
00:08:29 ◼ ► the Great Firewall part of his because of you just cultural differences and [<a href="https://overcast.fm/+BtuwXGNZI/509">TS</a>]
00:08:34 ◼ ► partly because it's such a huge market it's like i mean us' us' companies get [<a href="https://overcast.fm/+BtuwXGNZI/514">TS</a>]
00:08:39 ◼ ► criticized for being you know to us' focus but why wouldn't they be it's you [<a href="https://overcast.fm/+BtuwXGNZI/519">TS</a>]
00:08:43 ◼ ► know it's 300 million of the richest consumers in the world like it makes [<a href="https://overcast.fm/+BtuwXGNZI/523">TS</a>]
00:08:49 ◼ ► same thing for Chinese companies your city of a billion customers a very large [<a href="https://overcast.fm/+BtuwXGNZI/529">TS</a>]
00:08:55 ◼ ► you know an absolute number of which are very rich and a good number which are [<a href="https://overcast.fm/+BtuwXGNZI/535">TS</a>]
00:09:01 ◼ ► getting richer so why not focus there and and so that's just in time to watch [<a href="https://overcast.fm/+BtuwXGNZI/541">TS</a>]
00:09:09 ◼ ► a movie about china is really important kind of like draw that too I think so [<a href="https://overcast.fm/+BtuwXGNZI/549">TS</a>]
00:09:13 ◼ ► he's not much of a threat outside China but in China there are there big deal in [<a href="https://overcast.fm/+BtuwXGNZI/553">TS</a>]
00:09:18 ◼ ► in in China threat to Apple as well and that's why if the distinction right and [<a href="https://overcast.fm/+BtuwXGNZI/558">TS</a>]
00:09:24 ◼ ► China is big enough that even if they're a Chinese only company it's big enough [<a href="https://overcast.fm/+BtuwXGNZI/564">TS</a>]
00:09:30 ◼ ► to matter to me I mean Apple china's gonna be Apple's biggest market in like [<a href="https://overcast.fm/+BtuwXGNZI/570">TS</a>]
00:09:35 ◼ ► five years or something like so it it matters just to give you an idea of what [<a href="https://overcast.fm/+BtuwXGNZI/575">TS</a>]
00:09:41 ◼ ► a massive market it is like in so it doesn't matter even if even if show me [<a href="https://overcast.fm/+BtuwXGNZI/581">TS</a>]
00:09:46 ◼ ► only threaten Samsung in China are only through an apple in China because China [<a href="https://overcast.fm/+BtuwXGNZI/586">TS</a>]
00:09:53 ◼ ► such a significant market for both companies that means the company's as a [<a href="https://overcast.fm/+BtuwXGNZI/593">TS</a>]
00:10:00 ◼ ► and part of it too is this is where being based on Android can work in their [<a href="https://overcast.fm/+BtuwXGNZI/600">TS</a>]
00:10:09 ◼ ► favor is if they were running their own proprietary platform it might be a [<a href="https://overcast.fm/+BtuwXGNZI/609">TS</a>]
00:10:14 ◼ ► problem that they were strongly in China right right like maybe sort of like what [<a href="https://overcast.fm/+BtuwXGNZI/614">TS</a>]
00:10:20 ◼ ► what blackberry was like back when blackberry had a huge market share in [<a href="https://overcast.fm/+BtuwXGNZI/620">TS</a>]
00:10:24 ◼ ► the us- and when was sort of non-existent elsewhere this is now is it [<a href="https://overcast.fm/+BtuwXGNZI/624">TS</a>]
00:10:30 ◼ ► free iPhone this is like early 2000 when blackberry was this abnormality it [<a href="https://overcast.fm/+BtuwXGNZI/630">TS</a>]
00:10:35 ◼ ► worked for them because they didn't need software it wasn't really about apps yet [<a href="https://overcast.fm/+BtuwXGNZI/635">TS</a>]
00:10:39 ◼ ► it was just about communicating and the people in the USA had BlackBerrys were [<a href="https://overcast.fm/+BtuwXGNZI/639">TS</a>]
00:10:43 ◼ ► for the most part communicating with other people have blackberry so it was [<a href="https://overcast.fm/+BtuwXGNZI/643">TS</a>]
00:10:46 ◼ ► ok whereas now where you need an app ecosystem right you know [<a href="https://overcast.fm/+BtuwXGNZI/646">TS</a>]
00:10:53 ◼ ► Xiaomi can can capitalize on that even if they're only really strong in China [<a href="https://overcast.fm/+BtuwXGNZI/653">TS</a>]
00:10:58 ◼ ► because Android is Android will ever actually funny because that's the other [<a href="https://overcast.fm/+BtuwXGNZI/658">TS</a>]
00:11:04 ◼ ► part where China is just a different world right we like I as a rule I think [<a href="https://overcast.fm/+BtuwXGNZI/664">TS</a>]
00:11:09 ◼ ► we talked about this this last time is you know you you have to be one of the [<a href="https://overcast.fm/+BtuwXGNZI/669">TS</a>]
00:11:15 ◼ ► two you if you wanted to buy in China that's the big exception right because [<a href="https://overcast.fm/+BtuwXGNZI/675">TS</a>]
00:11:25 ◼ ► most of phones in China are on ASPD the open-source Android and there's a whole [<a href="https://overcast.fm/+BtuwXGNZI/685">TS</a>]
00:11:31 ◼ ► plethora of services that filled in there like there's UCWeb which is the [<a href="https://overcast.fm/+BtuwXGNZI/691">TS</a>]
00:11:35 ◼ ► biggest browser just bought by Alibaba there is a whole bunch of apps stores a [<a href="https://overcast.fm/+BtuwXGNZI/695">TS</a>]
00:11:40 ◼ ► few which they like there's been some competitions are emerging as the key [<a href="https://overcast.fm/+BtuwXGNZI/700">TS</a>]
00:11:44 ◼ ► ones and so there's almost like there is a whole separate legal system of [<a href="https://overcast.fm/+BtuwXGNZI/704">TS</a>]
00:11:48 ◼ ► services that most of the phones their use and it actually in in in China [<a href="https://overcast.fm/+BtuwXGNZI/708">TS</a>]
00:11:54 ◼ ► Chinese developers are used to this writer is actually services that help [<a href="https://overcast.fm/+BtuwXGNZI/714">TS</a>]
00:11:57 ◼ ► you get your app on all the different stores you can be everywhere and it's [<a href="https://overcast.fm/+BtuwXGNZI/717">TS</a>]
00:12:01 ◼ ► funny like if that if that sort of whole ecosystem were in the west that would it [<a href="https://overcast.fm/+BtuwXGNZI/721">TS</a>]
00:12:08 ◼ ► would actually totally transformed the market here because it would really weak [<a href="https://overcast.fm/+BtuwXGNZI/728">TS</a>]
00:12:12 ◼ ► and the the kind of the importance that the Play Store does have in kind of [<a href="https://overcast.fm/+BtuwXGNZI/732">TS</a>]
00:12:18 ◼ ► making giving Google full control of that if that makes sense so it's i mean [<a href="https://overcast.fm/+BtuwXGNZI/738">TS</a>]
00:12:24 ◼ ► everything there is this really is really so different and there's lots of [<a href="https://overcast.fm/+BtuwXGNZI/744">TS</a>]
00:12:28 ◼ ► things that are interesting for for Western companies I mean schools and [<a href="https://overcast.fm/+BtuwXGNZI/748">TS</a>]
00:12:31 ◼ ► really not important at Alder they're not important because they're blocked as [<a href="https://overcast.fm/+BtuwXGNZI/751">TS</a>]
00:12:35 ◼ ► for search but they're also not important because they don't really [<a href="https://overcast.fm/+BtuwXGNZI/755">TS</a>]
00:12:37 ◼ ► control and right there and the only western company actually that really [<a href="https://overcast.fm/+BtuwXGNZI/757">TS</a>]
00:12:42 ◼ ► matters is apple and that's because they sell hardware so do you think that's [<a href="https://overcast.fm/+BtuwXGNZI/762">TS</a>]
00:12:47 ◼ ► already having an effect on Samsung's numbers over yet what do you think it's [<a href="https://overcast.fm/+BtuwXGNZI/767">TS</a>]
00:12:52 ◼ ► more it's already partly China but is it is it only china is it is a worldwide I [<a href="https://overcast.fm/+BtuwXGNZI/772">TS</a>]
00:12:58 ◼ ► think I think for sure so wud u looted before I think Samsung has as a [<a href="https://overcast.fm/+BtuwXGNZI/778">TS</a>]
00:13:04 ◼ ► prominent both ends on the high end they I think they they they got a lot of [<a href="https://overcast.fm/+BtuwXGNZI/784">TS</a>]
00:13:13 ◼ ► high-end customers I think for two specific reasons again this was more [<a href="https://overcast.fm/+BtuwXGNZI/793">TS</a>]
00:13:18 ◼ ► conjecture previously been now that is actually happening I think we can see a [<a href="https://overcast.fm/+BtuwXGNZI/798">TS</a>]
00:13:21 ◼ ► lot more certainty someone was the iPhone has always been relatively [<a href="https://overcast.fm/+BtuwXGNZI/801">TS</a>]
00:13:27 ◼ ► limited comes to carrier distribution you know they were they were stuck at [<a href="https://overcast.fm/+BtuwXGNZI/807">TS</a>]
00:13:31 ◼ ► like two hundred and twenty four like two or three years and even before then [<a href="https://overcast.fm/+BtuwXGNZI/811">TS</a>]
00:13:35 ◼ ► there was even lower and and that left a good five hundred carriers around the [<a href="https://overcast.fm/+BtuwXGNZI/815">TS</a>]
00:13:41 ◼ ► world where there was no iPhone and resuming her welcher carrier and in [<a href="https://overcast.fm/+BtuwXGNZI/821">TS</a>]
00:13:46 ◼ ► richer countries people tend to be more loyal to their carriers in you wanted a [<a href="https://overcast.fm/+BtuwXGNZI/826">TS</a>]
00:13:52 ◼ ► high-end phone whether there was no iPhone choice Samsung or HTC or whatever [<a href="https://overcast.fm/+BtuwXGNZI/832">TS</a>]
00:13:57 ◼ ► those and Samsung has always been you know a very good competitor you know [<a href="https://overcast.fm/+BtuwXGNZI/837">TS</a>]
00:14:03 ◼ ► whatever you think about their design is in his third they're very well-run [<a href="https://overcast.fm/+BtuwXGNZI/843">TS</a>]
00:14:06 ◼ ► company they're very competitive they have great marketing they pull although [<a href="https://overcast.fm/+BtuwXGNZI/846">TS</a>]
00:14:09 ◼ ► all the lovers and if there were no iPhone you know they they would continue [<a href="https://overcast.fm/+BtuwXGNZI/849">TS</a>]
00:14:15 ◼ ► I think to do very well at the high end in a sec probably doing very well but [<a href="https://overcast.fm/+BtuwXGNZI/855">TS</a>]
00:14:21 ◼ ► now the iPhone is really started to again [<a href="https://overcast.fm/+BtuwXGNZI/861">TS</a>]
00:14:24 ◼ ► expand its carriers in part that is the big ones which interview DoCoMo in Japan [<a href="https://overcast.fm/+BtuwXGNZI/864">TS</a>]
00:14:29 ◼ ► Japan and China Mobile and China but also lots of little ones like I'm here [<a href="https://overcast.fm/+BtuwXGNZI/869">TS</a>]
00:14:33 ◼ ► in I'm back in the states I'm in Madison just for the summer and a big carriers [<a href="https://overcast.fm/+BtuwXGNZI/873">TS</a>]
00:14:38 ◼ ► USS cellular right is the fifth largest in USA but still lots more the other [<a href="https://overcast.fm/+BtuwXGNZI/878">TS</a>]
00:14:41 ◼ ► ones they've never had the iPhone now they do and there's lots of these little [<a href="https://overcast.fm/+BtuwXGNZI/881">TS</a>]
00:14:45 ◼ ► ones that any one of them by themselves doesn't mean much but when you're adding [<a href="https://overcast.fm/+BtuwXGNZI/885">TS</a>]
00:14:50 ◼ ► like 50 of them like Apple has that that just increases Samsung's competition [<a href="https://overcast.fm/+BtuwXGNZI/890">TS</a>]
00:14:56 ◼ ► where Putin didn't have any competition there it's built filling out the long [<a href="https://overcast.fm/+BtuwXGNZI/896">TS</a>]
00:15:00 ◼ ► tail of carriers right exactly exactly and Samsung his own net long tail exams [<a href="https://overcast.fm/+BtuwXGNZI/900">TS</a>]
00:15:04 ◼ ► Samsung's big advantage still remains their their relation to carriers in all [<a href="https://overcast.fm/+BtuwXGNZI/904">TS</a>]
00:15:12 ◼ ► their own mental connection they deliver exact with carries one what they need [<a href="https://overcast.fm/+BtuwXGNZI/912">TS</a>]
00:15:16 ◼ ► and really they've kind of stepped into the Nokia role which that used to be [<a href="https://overcast.fm/+BtuwXGNZI/916">TS</a>]
00:15:20 ◼ ► nokianokia had all those except for except for the US-north he had relations [<a href="https://overcast.fm/+BtuwXGNZI/920">TS</a>]
00:15:25 ◼ ► with every carrier they they do everything they needed and that gave [<a href="https://overcast.fm/+BtuwXGNZI/925">TS</a>]
00:15:30 ◼ ► them a that's really important in the mall business and Samsung has inherited [<a href="https://overcast.fm/+BtuwXGNZI/930">TS</a>]
00:15:34 ◼ ► that they still have that advantage of me the iPhone so unique one can be [<a href="https://overcast.fm/+BtuwXGNZI/934">TS</a>]
00:15:38 ◼ ► carriers and that sort of thing was it was the first phone that people were [<a href="https://overcast.fm/+BtuwXGNZI/938">TS</a>]
00:15:43 ◼ ► people value the phone more than they value their relationship with their [<a href="https://overcast.fm/+BtuwXGNZI/943">TS</a>]
00:15:46 ◼ ► carrier and that really upset the apple cart and it is less in Samsung's [<a href="https://overcast.fm/+BtuwXGNZI/946">TS</a>]
00:15:52 ◼ ► advantage in the carriers were there compete directly with with the iPhone [<a href="https://overcast.fm/+BtuwXGNZI/952">TS</a>]
00:15:57 ◼ ► yeah I think like go back you know free smartphone you know when you go in and [<a href="https://overcast.fm/+BtuwXGNZI/957">TS</a>]
00:16:03 ◼ ► you know big ones I remember at least here in the states were always Nokia and [<a href="https://overcast.fm/+BtuwXGNZI/963">TS</a>]
00:16:07 ◼ ► Ericsson and eventually Sony Ericsson but they were seemed to me like somebody [<a href="https://overcast.fm/+BtuwXGNZI/967">TS</a>]
00:16:14 ◼ ► who never was really into cell phones before that I mean I'd have one just for [<a href="https://overcast.fm/+BtuwXGNZI/974">TS</a>]
00:16:18 ◼ ► the sake of making calls and truly rudimentary texting but it just seemed [<a href="https://overcast.fm/+BtuwXGNZI/978">TS</a>]
00:16:24 ◼ ► to mean that those were the two brands and you go in but it never really seemed [<a href="https://overcast.fm/+BtuwXGNZI/984">TS</a>]
00:16:27 ◼ ► to matter too much you know is it was far far more about choosing between [<a href="https://overcast.fm/+BtuwXGNZI/987">TS</a>]
00:16:32 ◼ ► you know Verizon and singular where or who ever you know whatever the names of [<a href="https://overcast.fm/+BtuwXGNZI/992">TS</a>]
00:16:36 ◼ ► the various carriers were in the states that it was really mostly about which [<a href="https://overcast.fm/+BtuwXGNZI/996">TS</a>]
00:16:40 ◼ ► carriers gonna go into yep and even even now I mean will be the iPhone so so [<a href="https://overcast.fm/+BtuwXGNZI/1000">TS</a>]
00:16:47 ◼ ► unique is the first phone that people really willing to switch carriers for [<a href="https://overcast.fm/+BtuwXGNZI/1007">TS</a>]
00:16:53 ◼ ► and that gave out below all the negotiating leverage with with carriers [<a href="https://overcast.fm/+BtuwXGNZI/1013">TS</a>]
00:17:00 ◼ ► but even then there were there is still a woman's number of people who would do [<a href="https://overcast.fm/+BtuwXGNZI/1020">TS</a>]
00:17:06 ◼ ► like you know there were still people who were you stay with rising no matter [<a href="https://overcast.fm/+BtuwXGNZI/1026">TS</a>]
00:17:09 ◼ ► what and and so it's it's been that dynamic has has helped Samsung and [<a href="https://overcast.fm/+BtuwXGNZI/1029">TS</a>]
00:17:18 ◼ ► continues to help them but I as outbox bands that kinda again pics off you know [<a href="https://overcast.fm/+BtuwXGNZI/1038">TS</a>]
00:17:24 ◼ ► just a lot of these while the one tells aqueous yeah and you made the point that [<a href="https://overcast.fm/+BtuwXGNZI/1044">TS</a>]
00:17:29 ◼ ► one of the things to understand the dynamics of this is that for practical [<a href="https://overcast.fm/+BtuwXGNZI/1049">TS</a>]
00:17:34 ◼ ► purposes no it's not really a hundred percent of course nothing ever is but [<a href="https://overcast.fm/+BtuwXGNZI/1054">TS</a>]
00:17:37 ◼ ► practically speaking at best thing of it is everybody is going to own a [<a href="https://overcast.fm/+BtuwXGNZI/1057">TS</a>]
00:17:42 ◼ ► smartphone right which is there's there's very few things in the world [<a href="https://overcast.fm/+BtuwXGNZI/1062">TS</a>]
00:17:48 ◼ ► that are like that especially in tech a lot of the things that are like that are [<a href="https://overcast.fm/+BtuwXGNZI/1068">TS</a>]
00:17:53 ◼ ► things like I don't like washing machines are ya ya TV a TV is a good ago [<a href="https://overcast.fm/+BtuwXGNZI/1073">TS</a>]
00:18:01 ◼ ► TVs but this thing though TV's even will ultimately have less penetration than 10 [<a href="https://overcast.fm/+BtuwXGNZI/1081">TS</a>]
00:18:06 ◼ ► smartphone which is which is pretty amazing right because a lot of its gonna [<a href="https://overcast.fm/+BtuwXGNZI/1086">TS</a>]
00:18:10 ◼ ► end up I think maybe a little bit more towards one TV per household and one [<a href="https://overcast.fm/+BtuwXGNZI/1090">TS</a>]
00:18:17 ◼ ► rain and even if you go to multiple tvs per household it still is probably going [<a href="https://overcast.fm/+BtuwXGNZI/1097">TS</a>]
00:18:23 ◼ ► to trend not towards one per person but but less than one per person maybe you [<a href="https://overcast.fm/+BtuwXGNZI/1103">TS</a>]
00:18:31 ◼ ► and one in living room but tablets are clearly eating into that you know where [<a href="https://overcast.fm/+BtuwXGNZI/1111">TS</a>]
00:18:35 ◼ ► a lot of you know personal consumption of video is clearly going towards [<a href="https://overcast.fm/+BtuwXGNZI/1115">TS</a>]
00:18:40 ◼ ► tablets and smartphones you know like like if you know the average number of [<a href="https://overcast.fm/+BtuwXGNZI/1120">TS</a>]
00:18:45 ◼ ► TVs in a house I'm sure has if anything it might be going down because if you [<a href="https://overcast.fm/+BtuwXGNZI/1125">TS</a>]
00:18:49 ◼ ► were going to have one like for your teenager teenager have a TV in their [<a href="https://overcast.fm/+BtuwXGNZI/1129">TS</a>]
00:18:53 ◼ ► room that might be a PC and a tablet now right you know PC for the games and [<a href="https://overcast.fm/+BtuwXGNZI/1133">TS</a>]
00:18:59 ◼ ► tablet for watching video and TV we're just to get around a little bit more on [<a href="https://overcast.fm/+BtuwXGNZI/1139">TS</a>]
00:19:06 ◼ ► one thing that's actually really interesting but the Samsung results I [<a href="https://overcast.fm/+BtuwXGNZI/1146">TS</a>]
00:19:09 ◼ ► will get back to the high low and stuff but is they talked about the fact that [<a href="https://overcast.fm/+BtuwXGNZI/1149">TS</a>]
00:19:14 ◼ ► they they felt their tablet sales have been hurt by their big phones their [<a href="https://overcast.fm/+BtuwXGNZI/1154">TS</a>]
00:19:18 ◼ ► phablets which which building on this point I think there is there like [<a href="https://overcast.fm/+BtuwXGNZI/1158">TS</a>]
00:19:24 ◼ ► injection think rightly so that a lot of tablets are used primarily for your TV [<a href="https://overcast.fm/+BtuwXGNZI/1164">TS</a>]
00:19:28 ◼ ► viewing basically but actually worldwide you know not the you s market where the [<a href="https://overcast.fm/+BtuwXGNZI/1168">TS</a>]
00:19:34 ◼ ► disproportionate share but if you look worldwide tablet and and so many people [<a href="https://overcast.fm/+BtuwXGNZI/1174">TS</a>]
00:19:39 ◼ ► had so many observations from CES this year that there are a lot of the no-name [<a href="https://overcast.fm/+BtuwXGNZI/1179">TS</a>]
00:19:44 ◼ ► brand Android tablets that clearly designed knowing that they're just gonna [<a href="https://overcast.fm/+BtuwXGNZI/1184">TS</a>]
00:19:50 ◼ ► be used for consuming video in in the thing about video video video and Asia [<a href="https://overcast.fm/+BtuwXGNZI/1190">TS</a>]
00:19:58 ◼ ► is is a lot different than here in that basically everything is available [<a href="https://overcast.fm/+BtuwXGNZI/1198">TS</a>]
00:20:05 ◼ ► very easily like I mean needs yes there's things like Hulu Netflix here [<a href="https://overcast.fm/+BtuwXGNZI/1205">TS</a>]
00:20:09 ◼ ► but there's always kind of a bit of a challenge of seeing like whatever is up [<a href="https://overcast.fm/+BtuwXGNZI/1209">TS</a>]
00:20:13 ◼ ► like whatever she hot show is going on right now they're mostly Korean shows [<a href="https://overcast.fm/+BtuwXGNZI/1213">TS</a>]
00:20:17 ◼ ► like these soap operas or like once it's aired it is available for streaming [<a href="https://overcast.fm/+BtuwXGNZI/1217">TS</a>]
00:20:24 ◼ ► within like an hour if if not faster and it says it's interesting because I don't [<a href="https://overcast.fm/+BtuwXGNZI/1224">TS</a>]
00:20:30 ◼ ► think it's actually there's not really cracked it's it's not really frowned [<a href="https://overcast.fm/+BtuwXGNZI/1230">TS</a>]
00:20:34 ◼ ► upon it's not really sees it as an issue is it legally it's it's not like you're [<a href="https://overcast.fm/+BtuwXGNZI/1234">TS</a>]
00:20:42 ◼ ► the IP infrastructure there is such that nobody really I'm not sure to be honest [<a href="https://overcast.fm/+BtuwXGNZI/1242">TS</a>]
00:20:48 ◼ ► I mean I it may be one of those things where it's not only legal black no one [<a href="https://overcast.fm/+BtuwXGNZI/1248">TS</a>]
00:20:53 ◼ ► actually no one really cares it is it is true that in many countries the IP [<a href="https://overcast.fm/+BtuwXGNZI/1253">TS</a>]
00:20:58 ◼ ► infrastructure is not there but also or maybe even the IP culture frankly yeah [<a href="https://overcast.fm/+BtuwXGNZI/1258">TS</a>]
00:21:04 ◼ ► that's a big part of it that's a big part of it as well i think is like just [<a href="https://overcast.fm/+BtuwXGNZI/1264">TS</a>]
00:21:09 ◼ ► in general there's a difference i mean it's very open right i mean even in [<a href="https://overcast.fm/+BtuwXGNZI/1269">TS</a>]
00:21:13 ◼ ► phnom in some of the more more you know [<a href="https://overcast.fm/+BtuwXGNZI/1273">TS</a>]
00:21:17 ◼ ► advances in the world by countries that have had a long history of IP [<a href="https://overcast.fm/+BtuwXGNZI/1277">TS</a>]
00:21:22 ◼ ► enforcement like Japan or Taiwan a little bit more so I mean all those out [<a href="https://overcast.fm/+BtuwXGNZI/1282">TS</a>]
00:21:30 ◼ ► there still you can still find comfort bags they're more like in the alleys [<a href="https://overcast.fm/+BtuwXGNZI/1290">TS</a>]
00:21:34 ◼ ► right it's not high street corner like like in some parts of Asia so it's a [<a href="https://overcast.fm/+BtuwXGNZI/1294">TS</a>]
00:21:38 ◼ ► little stronger but there's the other they're very publicly available and and [<a href="https://overcast.fm/+BtuwXGNZI/1298">TS</a>]
00:21:45 ◼ ► to watch them and to watch this show to watch TV like that is very common and I [<a href="https://overcast.fm/+BtuwXGNZI/1305">TS</a>]
00:21:51 ◼ ► i dont know all the countries in is obviously but in my experience your TV [<a href="https://overcast.fm/+BtuwXGNZI/1311">TS</a>]
00:21:55 ◼ ► is is just as much a thing there as it is here if not more so [<a href="https://overcast.fm/+BtuwXGNZI/1315">TS</a>]
00:22:00 ◼ ► and and so the whole idea of them being used primarily for that use rings very [<a href="https://overcast.fm/+BtuwXGNZI/1320">TS</a>]
00:22:07 ◼ ► very true to me while I and then you were saying that Samsung explicitly said [<a href="https://overcast.fm/+BtuwXGNZI/1327">TS</a>]
00:22:13 ◼ ► with regard to their poor results are disappointing results and it's not just [<a href="https://overcast.fm/+BtuwXGNZI/1333">TS</a>]
00:22:18 ◼ ► that they're down there were down was somewhere around 16% less profit than [<a href="https://overcast.fm/+BtuwXGNZI/1338">TS</a>]
00:22:23 ◼ ► than was expected right and that's the weird thing about reporting results [<a href="https://overcast.fm/+BtuwXGNZI/1343">TS</a>]
00:22:27 ◼ ► right it's all about expectations and they were they were under their [<a href="https://overcast.fm/+BtuwXGNZI/1347">TS</a>]
00:22:31 ◼ ► excitation Thunder analyst expectations and buy you a pretty significant amount [<a href="https://overcast.fm/+BtuwXGNZI/1351">TS</a>]
00:22:35 ◼ ► and so we can even even if we go with the hey come on and let's just make this [<a href="https://overcast.fm/+BtuwXGNZI/1355">TS</a>]
00:22:39 ◼ ► stuff up at least Samsung's own guidance you know should be a fair measure that [<a href="https://overcast.fm/+BtuwXGNZI/1359">TS</a>]
00:22:45 ◼ ► most companies you know usually put out guidance that they expect to at least be [<a href="https://overcast.fm/+BtuwXGNZI/1365">TS</a>]
00:22:48 ◼ ► able to me that I get so genuine [<a href="https://overcast.fm/+BtuwXGNZI/1368">TS</a>]
00:22:50 ◼ ► it one if it's just you know and Apple has run into this many times over the [<a href="https://overcast.fm/+BtuwXGNZI/1370">TS</a>]
00:22:55 ◼ ► years where where Apple will will post results that are pretty close to their [<a href="https://overcast.fm/+BtuwXGNZI/1375">TS</a>]
00:22:59 ◼ ► guidance maybe a little maybe a little down but generally pretty close but if [<a href="https://overcast.fm/+BtuwXGNZI/1379">TS</a>]
00:23:03 ◼ ► there's way less than what analysts had projected it's it's headlined as a big [<a href="https://overcast.fm/+BtuwXGNZI/1383">TS</a>]
00:23:10 ◼ ► mess yeah it's weird because they like the worst of the worst thing you can do [<a href="https://overcast.fm/+BtuwXGNZI/1390">TS</a>]
00:23:15 ◼ ► gonna get hammered for that the second worst thing you can do is missing [<a href="https://overcast.fm/+BtuwXGNZI/1395">TS</a>]
00:23:21 ◼ ► analyst guidance but then there's also if your guidance is lower than what [<a href="https://overcast.fm/+BtuwXGNZI/1401">TS</a>]
00:23:26 ◼ ► analysts expect to be like him so that's that's when Apple takes hit after [<a href="https://overcast.fm/+BtuwXGNZI/1406">TS</a>]
00:23:30 ◼ ► earnings it's usually because their guidance for the following quarter is [<a href="https://overcast.fm/+BtuwXGNZI/1410">TS</a>]
00:23:35 ◼ ► lower than what analysts anticipate it would be where is everything that [<a href="https://overcast.fm/+BtuwXGNZI/1415">TS</a>]
00:23:39 ◼ ► happened the previous quarter like that's almost always beit din and never [<a href="https://overcast.fm/+BtuwXGNZI/1419">TS</a>]
00:23:43 ◼ ► missed like meeting for Wii U no recent history their recent results oh yes it's [<a href="https://overcast.fm/+BtuwXGNZI/1423">TS</a>]
00:23:51 ◼ ► all it's all its own expectations game I know people get frustrated Wall Street [<a href="https://overcast.fm/+BtuwXGNZI/1431">TS</a>]
00:23:57 ◼ ► but it's it's a lot more it's not as its not as ridiculous as people think I [<a href="https://overcast.fm/+BtuwXGNZI/1437">TS</a>]
00:24:01 ◼ ► think the main thing with wall street is wall street is it is a stock inherently [<a href="https://overcast.fm/+BtuwXGNZI/1441">TS</a>]
00:24:06 ◼ ► is all about the future it's all so whatever you've done the past it's only [<a href="https://overcast.fm/+BtuwXGNZI/1446">TS</a>]
00:24:10 ◼ ► useful in so much as it's an indicator for all happen going forward right it's [<a href="https://overcast.fm/+BtuwXGNZI/1450">TS</a>]
00:24:15 ◼ ► not a risk bringing apple into it is sort of it's an aside but I think it's [<a href="https://overcast.fm/+BtuwXGNZI/1455">TS</a>]
00:24:20 ◼ ► interesting because there has been a min this is not something that they actually [<a href="https://overcast.fm/+BtuwXGNZI/1460">TS</a>]
00:24:23 ◼ ► came out and said is that we're going to try to be a little bit more accurate [<a href="https://overcast.fm/+BtuwXGNZI/1463">TS</a>]
00:24:28 ◼ ► with our desirable that the couple of maybe it was a year or so maybe a little [<a href="https://overcast.fm/+BtuwXGNZI/1468">TS</a>]
00:24:32 ◼ ► bit more and that they said look we're going we used to you know give you a [<a href="https://overcast.fm/+BtuwXGNZI/1472">TS</a>]
00:24:37 ◼ ► lower end of our guidance which is translated means we really low ball the [<a href="https://overcast.fm/+BtuwXGNZI/1477">TS</a>]
00:24:42 ◼ ► numbers in always put out a number that we knew that we could be there for you [<a href="https://overcast.fm/+BtuwXGNZI/1482">TS</a>]
00:24:48 ◼ ► know anybody who is trying to accurately gauged you know what to expect from [<a href="https://overcast.fm/+BtuwXGNZI/1488">TS</a>]
00:24:52 ◼ ► Apple had to pick a number that was higher than that and so you had to [<a href="https://overcast.fm/+BtuwXGNZI/1492">TS</a>]
00:24:57 ◼ ► analysts had to pick a number that was different from Apple's always higher [<a href="https://overcast.fm/+BtuwXGNZI/1497">TS</a>]
00:25:03 ◼ ► because Apple you know what about its serious significantly low ball them I [<a href="https://overcast.fm/+BtuwXGNZI/1503">TS</a>]
00:25:09 ◼ ► think that the change you know and this is one of those it's something that [<a href="https://overcast.fm/+BtuwXGNZI/1509">TS</a>]
00:25:14 ◼ ► started in the post Steve Jobs era I think it's probably had the intended [<a href="https://overcast.fm/+BtuwXGNZI/1514">TS</a>]
00:25:20 ◼ ► effect in it seems as though Apple's guidance and Wall Street guidance have [<a href="https://overcast.fm/+BtuwXGNZI/1520">TS</a>]
00:25:25 ◼ ► become much more largely aligned and whether it's a little bit or a little [<a href="https://overcast.fm/+BtuwXGNZI/1525">TS</a>]
00:25:30 ◼ ► bit worse it seems like the stock has become a little bit less volatile just [<a href="https://overcast.fm/+BtuwXGNZI/1530">TS</a>]
00:25:37 ◼ ► when results are are issued no I that's a really good point I think you're [<a href="https://overcast.fm/+BtuwXGNZI/1537">TS</a>]
00:25:41 ◼ ► probably right that this is probably a quick thing you know jobs probably [<a href="https://overcast.fm/+BtuwXGNZI/1541">TS</a>]
00:25:45 ◼ ► enjoyed beating expectations you know but by a lot but the reality is that [<a href="https://overcast.fm/+BtuwXGNZI/1545">TS</a>]
00:25:50 ◼ ► actually introduced more uncertainty jobs as prospective was probably along [<a href="https://overcast.fm/+BtuwXGNZI/1550">TS</a>]
00:25:55 ◼ ► the lines of screw those guys screw job just like the surprise right we we did [<a href="https://overcast.fm/+BtuwXGNZI/1555">TS</a>]
00:26:02 ◼ ► murder results right it was another chance of the reveal where but I think [<a href="https://overcast.fm/+BtuwXGNZI/1562">TS</a>]
00:26:09 ◼ ► it was bad for Apple you're exactly right because analysts had to make had [<a href="https://overcast.fm/+BtuwXGNZI/1569">TS</a>]
00:26:13 ◼ ► to pick something up and what I just said about about the current results no [<a href="https://overcast.fm/+BtuwXGNZI/1573">TS</a>]
00:26:18 ◼ ► longer being interesting is because of this change is because they they are [<a href="https://overcast.fm/+BtuwXGNZI/1578">TS</a>]
00:26:21 ◼ ► almost exactly right every time and so now I was focused on there they're going [<a href="https://overcast.fm/+BtuwXGNZI/1581">TS</a>]
00:26:26 ◼ ► forward estimates and I think that I think wonder jobs with the lowball [<a href="https://overcast.fm/+BtuwXGNZI/1586">TS</a>]
00:26:31 ◼ ► numbers it was like screw up let them figure it out [<a href="https://overcast.fm/+BtuwXGNZI/1591">TS</a>]
00:26:34 ◼ ► whereas the cook idea is let's help these guys out because they're wrong [<a href="https://overcast.fm/+BtuwXGNZI/1594">TS</a>]
00:26:39 ◼ ► they're always wrong and hurt because you know we don't we keep somewhat close [<a href="https://overcast.fm/+BtuwXGNZI/1599">TS</a>]
00:26:44 ◼ ► to invest so let's yeah and them being wrong [<a href="https://overcast.fm/+BtuwXGNZI/1604">TS</a>]
00:26:47 ◼ ► hurts us so it's in our interests to help these guys and give them guidance [<a href="https://overcast.fm/+BtuwXGNZI/1607">TS</a>]
00:26:52 ◼ ► that actually is truly guidance yeah I mean this is another thing that just [<a href="https://overcast.fm/+BtuwXGNZI/1612">TS</a>]
00:26:57 ◼ ► really a test to kind of wait cooks how impressive cooks operation is is [<a href="https://overcast.fm/+BtuwXGNZI/1617">TS</a>]
00:27:04 ◼ ► how the way that our pool is so exact on their numbers every single time and that [<a href="https://overcast.fm/+BtuwXGNZI/1624">TS</a>]
00:27:10 ◼ ► that that goes back to the operation cited write operations is it's not [<a href="https://overcast.fm/+BtuwXGNZI/1630">TS</a>]
00:27:14 ◼ ► sexual making it the predicting its the modeling like knowing what we're gonna [<a href="https://overcast.fm/+BtuwXGNZI/1634">TS</a>]
00:27:19 ◼ ► sell of white and like Apple forty you ever since they did this change and I [<a href="https://overcast.fm/+BtuwXGNZI/1639">TS</a>]
00:27:26 ◼ ► think horse did you have a chart that show the comment [<a href="https://overcast.fm/+BtuwXGNZI/1646">TS</a>]
00:27:29 ◼ ► off they've been white has been in almost almost exactly I think a lot of [<a href="https://overcast.fm/+BtuwXGNZI/1649">TS</a>]
00:27:33 ◼ ► the optimism for Apple actually is because last quarter they actually did [<a href="https://overcast.fm/+BtuwXGNZI/1653">TS</a>]
00:27:37 ◼ ► beat themselves right in a way that they hadn't previously and so that so that [<a href="https://overcast.fm/+BtuwXGNZI/1657">TS</a>]
00:27:40 ◼ ► even Apple was surprised but I mean it's it's kind of uncanny how perfectly [<a href="https://overcast.fm/+BtuwXGNZI/1660">TS</a>]
00:27:47 ◼ ► almost feel like they can predict the future [<a href="https://overcast.fm/+BtuwXGNZI/1667">TS</a>]
00:27:49 ◼ ► yeah and sometimes I feel like it's because of changes that they couldn't [<a href="https://overcast.fm/+BtuwXGNZI/1669">TS</a>]
00:27:53 ◼ ► foresee like not necessarily demand but pricing of components or something like [<a href="https://overcast.fm/+BtuwXGNZI/1673">TS</a>]
00:27:57 ◼ ► that something may be dropped in you know dropped in price and and help [<a href="https://overcast.fm/+BtuwXGNZI/1677">TS</a>]
00:28:02 ◼ ► margins and you know they just couldn't foresee that you know right now I think [<a href="https://overcast.fm/+BtuwXGNZI/1682">TS</a>]
00:28:07 ◼ ► right now if if that's what happens it's usually what it is but I do think it was [<a href="https://overcast.fm/+BtuwXGNZI/1687">TS</a>]
00:28:11 ◼ ► last quarter like they genuinely beat their numbers and they're like yeah we [<a href="https://overcast.fm/+BtuwXGNZI/1691">TS</a>]
00:28:15 ◼ ► we we had a really good quarter and I think that's why I like right now there [<a href="https://overcast.fm/+BtuwXGNZI/1695">TS</a>]
00:28:21 ◼ ► is so much positive sentiment around apple i think is they've kind of the [<a href="https://overcast.fm/+BtuwXGNZI/1701">TS</a>]
00:28:26 ◼ ► challenge with you know I think Apple's actually mostly gotten past the the kind [<a href="https://overcast.fm/+BtuwXGNZI/1706">TS</a>]
00:28:31 ◼ ► of big number is not reading or prob like the problem where because they're [<a href="https://overcast.fm/+BtuwXGNZI/1711">TS</a>]
00:28:36 ◼ ► such a big company now like any percentage increases gonna be small [<a href="https://overcast.fm/+BtuwXGNZI/1716">TS</a>]
00:28:39 ◼ ► because the the denominator so huge right and conversely any small [<a href="https://overcast.fm/+BtuwXGNZI/1719">TS</a>]
00:28:45 ◼ ► percentage difference is actually going to be a large number of dollars right [<a href="https://overcast.fm/+BtuwXGNZI/1725">TS</a>]
00:28:50 ◼ ► right so Apple could miss by half a billion dollars and its wholly shit they [<a href="https://overcast.fm/+BtuwXGNZI/1730">TS</a>]
00:28:54 ◼ ► missed by half a billion dollars and it's you know it's a couple of course at [<a href="https://overcast.fm/+BtuwXGNZI/1734">TS</a>]
00:28:58 ◼ ► rape know exactly and that but I think like so 2012 I think late 2012 was like [<a href="https://overcast.fm/+BtuwXGNZI/1738">TS</a>]
00:29:04 ◼ ► with their their growth rate peaked right that ever since then they have [<a href="https://overcast.fm/+BtuwXGNZI/1744">TS</a>]
00:29:08 ◼ ► their growth has slowed considerably and I think like that really I think [<a href="https://overcast.fm/+BtuwXGNZI/1748">TS</a>]
00:29:13 ◼ ► justifiably like really depressed the stock for a for a few years now but [<a href="https://overcast.fm/+BtuwXGNZI/1753">TS</a>]
00:29:18 ◼ ► that's been work through the system and I guess is the lake with any company [<a href="https://overcast.fm/+BtuwXGNZI/1758">TS</a>]
00:29:21 ◼ ► that's like changing up like that's just shifting in a different phase there is [<a href="https://overcast.fm/+BtuwXGNZI/1761">TS</a>]
00:29:26 ◼ ► there is this part where it's like a lot of stock is isn't expected expectations [<a href="https://overcast.fm/+BtuwXGNZI/1766">TS</a>]
00:29:31 ◼ ► sort of thing like people understanding grappling with your business is your [<a href="https://overcast.fm/+BtuwXGNZI/1771">TS</a>]
00:29:34 ◼ ► business changes there's going to be upheaval and and I think in so you talk [<a href="https://overcast.fm/+BtuwXGNZI/1774">TS</a>]
00:29:39 ◼ ► about a company like Intel Microsoft that has to like that has to you know [<a href="https://overcast.fm/+BtuwXGNZI/1779">TS</a>]
00:29:43 ◼ ► make big changes once the once you get through those changes new kind of [<a href="https://overcast.fm/+BtuwXGNZI/1783">TS</a>]
00:29:48 ◼ ► shifted expectations and people are now used to something else than you actually [<a href="https://overcast.fm/+BtuwXGNZI/1788">TS</a>]
00:29:52 ◼ ► do get more breathing room and acts like Apple has kind of cross that that [<a href="https://overcast.fm/+BtuwXGNZI/1792">TS</a>]
00:29:56 ◼ ► counsel lot of ways people are cool with you know six percent growth 10% growth [<a href="https://overcast.fm/+BtuwXGNZI/1796">TS</a>]
00:30:01 ◼ ► and whereas before they were punished because they were no longer growing [<a href="https://overcast.fm/+BtuwXGNZI/1801">TS</a>]
00:30:05 ◼ ► middle 23% and I think that's that's just go back to like there's there's the [<a href="https://overcast.fm/+BtuwXGNZI/1805">TS</a>]
00:30:11 ◼ ► famous thing like in this what is it in the short term is a is a something [<a href="https://overcast.fm/+BtuwXGNZI/1811">TS</a>]
00:30:17 ◼ ► machine long-term a weighing machine that he liked over over time over a few [<a href="https://overcast.fm/+BtuwXGNZI/1817">TS</a>]
00:30:21 ◼ ► years why the stock market actually is very very rational and it does exactly [<a href="https://overcast.fm/+BtuwXGNZI/1821">TS</a>]
00:30:26 ◼ ► what you expected to and there's no point getting caught up on what happens [<a href="https://overcast.fm/+BtuwXGNZI/1826">TS</a>]
00:30:31 ◼ ► day-to-day record quarter because it usually doesn't work itself out in a way [<a href="https://overcast.fm/+BtuwXGNZI/1831">TS</a>]
00:30:35 ◼ ► that makes sense I'm gonna take a break in just a moment but I come back to that [<a href="https://overcast.fm/+BtuwXGNZI/1835">TS</a>]
00:30:40 ◼ ► because I think it plays into the next wanna talk to you about which is [<a href="https://overcast.fm/+BtuwXGNZI/1840">TS</a>]
00:30:43 ◼ ► software as differentiation which i think and reason I think it's a good [<a href="https://overcast.fm/+BtuwXGNZI/1843">TS</a>]
00:30:47 ◼ ► parlays I think it helps explain Samsung's problem which is something you [<a href="https://overcast.fm/+BtuwXGNZI/1847">TS</a>]
00:30:52 ◼ ► wrote about this week and i also think it's something that might finally be [<a href="https://overcast.fm/+BtuwXGNZI/1852">TS</a>]
00:30:57 ◼ ► in Wall Street consists Consensus Estimate of Apple is that tablet Archos [<a href="https://overcast.fm/+BtuwXGNZI/1857">TS</a>]
00:31:04 ◼ ► tablets you know that the iPad and iPhone do have a a sustainable position [<a href="https://overcast.fm/+BtuwXGNZI/1864">TS</a>]
00:31:09 ◼ ► because of the differentiation but a butthole that I think about it while I [<a href="https://overcast.fm/+BtuwXGNZI/1869">TS</a>]
00:31:13 ◼ ► thank our first sponsor our good friends at Squarespace let you guys know [<a href="https://overcast.fm/+BtuwXGNZI/1873">TS</a>]
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00:32:19 ◼ ► through live chat and email and it's located they have support centers in New [<a href="https://overcast.fm/+BtuwXGNZI/1939">TS</a>]
00:32:26 ◼ ► York City Dublin and Portland Portland is new I think and I think the logic [<a href="https://overcast.fm/+BtuwXGNZI/1946">TS</a>]
00:32:32 ◼ ► behind that is that's what helps them have twenty-four seven is between Dublin [<a href="https://overcast.fm/+BtuwXGNZI/1952">TS</a>]
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00:33:26 ◼ ► software differentiation as it as an advantage in and the lack thereof is a [<a href="https://overcast.fm/+BtuwXGNZI/2006">TS</a>]
00:33:31 ◼ ► disadvantage and in mobile I think things will get look at computers I mean [<a href="https://overcast.fm/+BtuwXGNZI/2011">TS</a>]
00:33:38 ◼ ► like I have if you have a macbook it runs OS 10 if you have any other [<a href="https://overcast.fm/+BtuwXGNZI/2018">TS</a>]
00:33:42 ◼ ► computer runs it runs Windows and even if you had the exact same hardware if [<a href="https://overcast.fm/+BtuwXGNZI/2022">TS</a>]
00:33:49 ◼ ► you have a preference for OS 10 you're going to buy the one has lost 10 and and [<a href="https://overcast.fm/+BtuwXGNZI/2029">TS</a>]
00:33:56 ◼ ► even if I virtually identical hardware if the OS 10 machine costs $1000 and the [<a href="https://overcast.fm/+BtuwXGNZI/2036">TS</a>]
00:34:03 ◼ ► windows of $100 well turns out there are a lot of people that will pay the extra [<a href="https://overcast.fm/+BtuwXGNZI/2043">TS</a>]
00:34:07 ◼ ► $200 for that machine and that $20 is pure profit right even if they don't [<a href="https://overcast.fm/+BtuwXGNZI/2047">TS</a>]
00:34:13 ◼ ► perceive a difference in the heart where exactly it even if you're there and if [<a href="https://overcast.fm/+BtuwXGNZI/2053">TS</a>]
00:34:19 ◼ ► side-by-side with the screens off you don't see an advantage to the MacBook [<a href="https://overcast.fm/+BtuwXGNZI/2059">TS</a>]
00:34:26 ◼ ► Air vs the HP you know HP air whenever they call their their even happen even [<a href="https://overcast.fm/+BtuwXGNZI/2066">TS</a>]
00:34:33 ◼ ► if Apple license doubt their hardware right and it was like literally every [<a href="https://overcast.fm/+BtuwXGNZI/2073">TS</a>]
00:34:40 ◼ ► single component on this computer is identical trackpad as a stress include [<a href="https://overcast.fm/+BtuwXGNZI/2080">TS</a>]
00:34:45 ◼ ► but doesn't like people will pay a premium for that I'm sure I'm speaking [<a href="https://overcast.fm/+BtuwXGNZI/2085">TS</a>]
00:34:52 ◼ ► to the choir here with you know with you and your audience and and button by [<a href="https://overcast.fm/+BtuwXGNZI/2092">TS</a>]
00:34:57 ◼ ► definition that premium is his profit because like you with Samsung's a big [<a href="https://overcast.fm/+BtuwXGNZI/2097">TS</a>]
00:35:03 ◼ ► way call these guys are big ISPs a big lake with their they are all going to [<a href="https://overcast.fm/+BtuwXGNZI/2103">TS</a>]
00:35:07 ◼ ► get the economies of scale that Apple is getting you know so if the parts for [<a href="https://overcast.fm/+BtuwXGNZI/2107">TS</a>]
00:35:11 ◼ ► this machine costs $750 let's say and the guy who has Windows charges $150 a [<a href="https://overcast.fm/+BtuwXGNZI/2111">TS</a>]
00:35:23 ◼ ► meanwhile Apple's charging a thousand that's $20 a profit that's 33 percent [<a href="https://overcast.fm/+BtuwXGNZI/2123">TS</a>]
00:35:29 ◼ ► that's pretty that's very good and that that difference is solely because that [<a href="https://overcast.fm/+BtuwXGNZI/2129">TS</a>]
00:35:36 ◼ ► it runs around those ten and it turns out that Apple is the only company that [<a href="https://overcast.fm/+BtuwXGNZI/2136">TS</a>]
00:35:41 ◼ ► sells always 10 and you can't biosensor put on your computer you have to buy the [<a href="https://overcast.fm/+BtuwXGNZI/2141">TS</a>]
00:35:47 ◼ ► hardware is to get the software and and that makes the hard work that makes the [<a href="https://overcast.fm/+BtuwXGNZI/2147">TS</a>]
00:35:52 ◼ ► heart grow valuable and you know I think it's it's it's valuable in a way that [<a href="https://overcast.fm/+BtuwXGNZI/2152">TS</a>]
00:35:59 ◼ ► generates profit right it's all it's all upside because software is software is [<a href="https://overcast.fm/+BtuwXGNZI/2159">TS</a>]
00:36:04 ◼ ► I mean it doesn't it's not free to make but to make one additional copy of [<a href="https://overcast.fm/+BtuwXGNZI/2164">TS</a>]
00:36:07 ◼ ► software is free right if I was ten to make another OS 10 is literally just [<a href="https://overcast.fm/+BtuwXGNZI/2167">TS</a>]
00:36:12 ◼ ► clicking a button and that's exactly what phones you know if you prefer Iowa [<a href="https://overcast.fm/+BtuwXGNZI/2172">TS</a>]
00:36:18 ◼ ► esterhaus ecosystem what there's only one way to get iOS and that's to buy [<a href="https://overcast.fm/+BtuwXGNZI/2178">TS</a>]
00:36:23 ◼ ► hardware from Apple and so even if HTC or Samsung like made in an iPhone or [<a href="https://overcast.fm/+BtuwXGNZI/2183">TS</a>]
00:36:32 ◼ ► every single component was the same look and feel was the same in the camera was [<a href="https://overcast.fm/+BtuwXGNZI/2192">TS</a>]
00:36:35 ◼ ► the same and button was the same outlook could still charge a premium because [<a href="https://overcast.fm/+BtuwXGNZI/2195">TS</a>]
00:36:41 ◼ ► people will pay for iOS yet I was doesn't cost anything and you know so [<a href="https://overcast.fm/+BtuwXGNZI/2201">TS</a>]
00:36:47 ◼ ► that's that's why Apple dominates profits and that's why I think your [<a href="https://overcast.fm/+BtuwXGNZI/2207">TS</a>]
00:36:52 ◼ ► point why Apple AAPL is safe in a lot of ways like it leads to less [<a href="https://overcast.fm/+BtuwXGNZI/2212">TS</a>]
00:36:58 ◼ ► fluctuation year-over-year and less pressure to come out with and this is [<a href="https://overcast.fm/+BtuwXGNZI/2218">TS</a>]
00:37:04 ◼ ► something that has gotten named in the press [<a href="https://overcast.fm/+BtuwXGNZI/2224">TS</a>]
00:37:07 ◼ ► year after year to year a new iPhones well geez this is almost just like last [<a href="https://overcast.fm/+BtuwXGNZI/2227">TS</a>]
00:37:11 ◼ ► year's iPhone but it's a little smarter and the small you know a little faster [<a href="https://overcast.fm/+BtuwXGNZI/2231">TS</a>]
00:37:14 ◼ ► and the cameras better and I think you see that with Samsung flailing around [<a href="https://overcast.fm/+BtuwXGNZI/2234">TS</a>]
00:37:19 ◼ ► with a lot of gimmickry in their new phones like went a year and a half ago [<a href="https://overcast.fm/+BtuwXGNZI/2239">TS</a>]
00:37:24 ◼ ► when they came out with the ones that tried to read your eyes you know hey [<a href="https://overcast.fm/+BtuwXGNZI/2244">TS</a>]
00:37:29 ◼ ► look up will pause the video for you or will scroll the webpage why you moving [<a href="https://overcast.fm/+BtuwXGNZI/2249">TS</a>]
00:37:32 ◼ ► your eyes which wasn't you know and by all the reviews I've seen wasn't really [<a href="https://overcast.fm/+BtuwXGNZI/2252">TS</a>]
00:37:37 ◼ ► a good feature but it they needed some way to to do that to stay above the fray [<a href="https://overcast.fm/+BtuwXGNZI/2257">TS</a>]
00:37:41 ◼ ► of all the other Android phones that are you know where similar to the previous [<a href="https://overcast.fm/+BtuwXGNZI/2261">TS</a>]
00:37:47 ◼ ► Samsung phone whereas Apple doesn't really need to worry about gimmicks like [<a href="https://overcast.fm/+BtuwXGNZI/2267">TS</a>]
00:37:52 ◼ ► that because you know people who want to buy an iPhone are going to buy the new [<a href="https://overcast.fm/+BtuwXGNZI/2272">TS</a>]
00:37:58 ◼ ► iPhone no matter what right in so then the problem is this is this actually why [<a href="https://overcast.fm/+BtuwXGNZI/2278">TS</a>]
00:38:02 ◼ ► in the long run you end up not having hardware comfortable to Applewhite why [<a href="https://overcast.fm/+BtuwXGNZI/2282">TS</a>]
00:38:07 ◼ ► do I mean why doesn't someone you hear this lovely quiet aren't there any [<a href="https://overcast.fm/+BtuwXGNZI/2287">TS</a>]
00:38:11 ◼ ► laptops as good as MacBooks I mean there there are some Lenovo why would I will [<a href="https://overcast.fm/+BtuwXGNZI/2291">TS</a>]
00:38:16 ◼ ► always hold up as the one who's who's closest and I would take I would take a [<a href="https://overcast.fm/+BtuwXGNZI/2296">TS</a>]
00:38:21 ◼ ► ThinkPad if they'd better screen battle remember those machines are are amazing [<a href="https://overcast.fm/+BtuwXGNZI/2301">TS</a>]
00:38:28 ◼ ► well I've always said that if I couldn't go as a what if scenario you know it's [<a href="https://overcast.fm/+BtuwXGNZI/2308">TS</a>]
00:38:33 ◼ ► not going to happen but if you had to choose between a ThinkPad running OS 10 [<a href="https://overcast.fm/+BtuwXGNZI/2313">TS</a>]
00:38:38 ◼ ► or a MacBook Pro running Windows which would you prefer and I i wouldn't even [<a href="https://overcast.fm/+BtuwXGNZI/2318">TS</a>]
00:38:43 ◼ ► hesitate at rather everything I don't think I would prefer ThinkPad running [<a href="https://overcast.fm/+BtuwXGNZI/2323">TS</a>]
00:38:49 ◼ ► almost 10 vs MacBook running almost 10 but I was always trying another software [<a href="https://overcast.fm/+BtuwXGNZI/2329">TS</a>]
00:38:55 ◼ ► acquired taste I get that it's the software that's more important right now [<a href="https://overcast.fm/+BtuwXGNZI/2335">TS</a>]
00:38:59 ◼ ► that looks at what happens though is so so what say you start out at point zero [<a href="https://overcast.fm/+BtuwXGNZI/2339">TS</a>]
00:39:04 ◼ ► right and the Apple you have to your Samsung and Apple's a [<a href="https://overcast.fm/+BtuwXGNZI/2344">TS</a>]
00:39:09 ◼ ► make identical phones and they and one runs Android in the runs runs OS 10 [<a href="https://overcast.fm/+BtuwXGNZI/2349">TS</a>]
00:39:16 ◼ ► sorry iOS yeah right like like hypothetically speaking let's take [<a href="https://overcast.fm/+BtuwXGNZI/2356">TS</a>]
00:39:20 ◼ ► Samsung's copying to the logical extreme and and legalities aside let's say that [<a href="https://overcast.fm/+BtuwXGNZI/2360">TS</a>]
00:39:25 ◼ ► they made a genuine complete clone of the iPhone so so that is perfect exactly [<a href="https://overcast.fm/+BtuwXGNZI/2365">TS</a>]
00:39:30 ◼ ► the same the problem is and so they're the problem is is obvious because [<a href="https://overcast.fm/+BtuwXGNZI/2370">TS</a>]
00:39:35 ◼ ► Android is open and there's lots of hardware manufacturers out there [<a href="https://overcast.fm/+BtuwXGNZI/2375">TS</a>]
00:39:37 ◼ ► someone's gonna come along and make another another Android phone and maybe [<a href="https://overcast.fm/+BtuwXGNZI/2377">TS</a>]
00:39:43 ◼ ► they copy it to make it the exact same way where are they going to do [<a href="https://overcast.fm/+BtuwXGNZI/2383">TS</a>]
00:39:47 ◼ ► Samsung so Apple's priced at $600 thousands prices $600 [<a href="https://overcast.fm/+BtuwXGNZI/2387">TS</a>]
00:39:52 ◼ ► income is gonna priced at $595 and then I won't go by the other one and then see [<a href="https://overcast.fm/+BtuwXGNZI/2392">TS</a>]
00:39:59 ◼ ► what happens as the respond by lowering the price for the promise as you lower [<a href="https://overcast.fm/+BtuwXGNZI/2399">TS</a>]
00:40:03 ◼ ► the price now your margins getting compressed and so you start cutting [<a href="https://overcast.fm/+BtuwXGNZI/2403">TS</a>]
00:40:06 ◼ ► corners so suddenly this place is not quite as good or the button quality is a [<a href="https://overcast.fm/+BtuwXGNZI/2406">TS</a>]
00:40:12 ◼ ► little work or you know in so what what happens is because you're forced to [<a href="https://overcast.fm/+BtuwXGNZI/2412">TS</a>]
00:40:17 ◼ ► compete on price the quality actually end up going down along the way because [<a href="https://overcast.fm/+BtuwXGNZI/2417">TS</a>]
00:40:23 ◼ ► it's like death by a thousand cuts and that's why you saw this in PC's laptops [<a href="https://overcast.fm/+BtuwXGNZI/2423">TS</a>]
00:40:30 ◼ ► have always been a Windows laptops have mostly always been inferior from a [<a href="https://overcast.fm/+BtuwXGNZI/2430">TS</a>]
00:40:36 ◼ ► quality perspective it's not it's not be nothing to do with the software Perseids [<a href="https://overcast.fm/+BtuwXGNZI/2436">TS</a>]
00:40:41 ◼ ► because they're stuck in this game where they have to find margin somewhere right [<a href="https://overcast.fm/+BtuwXGNZI/2441">TS</a>]
00:40:45 ◼ ► and but then they screw up the software because to try to squeeze little bits of [<a href="https://overcast.fm/+BtuwXGNZI/2445">TS</a>]
00:40:49 ◼ ► March margin is why they do things like pre installed Norton bug you until you [<a href="https://overcast.fm/+BtuwXGNZI/2449">TS</a>]
00:40:57 ◼ ► sign up for Norton experience right going to buy a brand new laptop and you [<a href="https://overcast.fm/+BtuwXGNZI/2457">TS</a>]
00:41:03 ◼ ► open it up benefits running Windows in its from most OM's you're gonna have [<a href="https://overcast.fm/+BtuwXGNZI/2463">TS</a>]
00:41:08 ◼ ► stuff that's not from Microsoft officially part of windows and it's all [<a href="https://overcast.fm/+BtuwXGNZI/2468">TS</a>]
00:41:12 ◼ ► annoying and it's there to try to a lot of it is there to try to increase the [<a href="https://overcast.fm/+BtuwXGNZI/2472">TS</a>]
00:41:17 ◼ ► margins because Norton gives them [<a href="https://overcast.fm/+BtuwXGNZI/2477">TS</a>]
00:41:19 ◼ ► you know two or three bucks for everybody who has a pre-installed so [<a href="https://overcast.fm/+BtuwXGNZI/2479">TS</a>]
00:41:23 ◼ ► that's actually that's actually where most OEM make older margin [<a href="https://overcast.fm/+BtuwXGNZI/2483">TS</a>]
00:41:26 ◼ ► actually most most computers are made at cost and then any profit margin they [<a href="https://overcast.fm/+BtuwXGNZI/2486">TS</a>]
00:41:31 ◼ ► make us from the crapware and thats wife to get a crap we're free machine you [<a href="https://overcast.fm/+BtuwXGNZI/2491">TS</a>]
00:41:36 ◼ ► have to pay more and like the thing is like the [<a href="https://overcast.fm/+BtuwXGNZI/2496">TS</a>]
00:41:41 ◼ ► in Windows you know I i've heard from ickes often work with Windows and they [<a href="https://overcast.fm/+BtuwXGNZI/2501">TS</a>]
00:41:44 ◼ ► would bitch and moan about how terrible the hardware was but this is all [<a href="https://overcast.fm/+BtuwXGNZI/2504">TS</a>]
00:41:48 ◼ ► Microsoft's fault right they it's one of those things where it was always to [<a href="https://overcast.fm/+BtuwXGNZI/2508">TS</a>]
00:41:54 ◼ ► their benefit right through the whole thing where you want to [<a href="https://overcast.fm/+BtuwXGNZI/2514">TS</a>]
00:41:57 ◼ ► commoditized compliments like the things that are important for your product but [<a href="https://overcast.fm/+BtuwXGNZI/2517">TS</a>]
00:42:01 ◼ ► that you don't sell you want them to be as cheap as will cost as possible and so [<a href="https://overcast.fm/+BtuwXGNZI/2521">TS</a>]
00:42:06 ◼ ► it was in Microsoft's great benefit that computers decrease in costs so rapidly [<a href="https://overcast.fm/+BtuwXGNZI/2526">TS</a>]
00:42:12 ◼ ► there's always competition in driving down prices but the problem is as with [<a href="https://overcast.fm/+BtuwXGNZI/2532">TS</a>]
00:42:17 ◼ ► anything you take it too far and then you're stuck with your stuck with these [<a href="https://overcast.fm/+BtuwXGNZI/2537">TS</a>]
00:42:21 ◼ ► terrible machines with creaky hinges and crap world with them and and then that [<a href="https://overcast.fm/+BtuwXGNZI/2541">TS</a>]
00:42:27 ◼ ► rolls back and now it's being ascribed to Microsoft in the right well Microsoft [<a href="https://overcast.fm/+BtuwXGNZI/2547">TS</a>]
00:42:31 ◼ ► always as machines and whatever and and it's the same thing with Google that [<a href="https://overcast.fm/+BtuwXGNZI/2551">TS</a>]
00:42:36 ◼ ► Google's even more ruthless right they don't they want everything to be free [<a href="https://overcast.fm/+BtuwXGNZI/2556">TS</a>]
00:42:41 ◼ ► everything to not cost anything they want people to be online as much as [<a href="https://overcast.fm/+BtuwXGNZI/2561">TS</a>]
00:42:45 ◼ ► possible as easily as possible and there are more than happy to watch Samsung HTC [<a href="https://overcast.fm/+BtuwXGNZI/2565">TS</a>]
00:42:50 ◼ ► and everyone kind of killed themselves here and again Google's quite smart [<a href="https://overcast.fm/+BtuwXGNZI/2570">TS</a>]
00:42:56 ◼ ► about this because to earlier point because smartphones are going to be [<a href="https://overcast.fm/+BtuwXGNZI/2576">TS</a>]
00:42:59 ◼ ► everyone's going to have one like there would there really is no or two like how [<a href="https://overcast.fm/+BtuwXGNZI/2579">TS</a>]
00:43:06 ◼ ► cheap or crappy a a phone can be because someone is going to buy it [<a href="https://overcast.fm/+BtuwXGNZI/2586">TS</a>]
00:43:10 ◼ ► there's a tweet from earlier today he was earlier earlier today from [<a href="https://overcast.fm/+BtuwXGNZI/2590">TS</a>]
00:43:17 ◼ ► mutual friend Benedict Evans I think it's very very well so much summarizes [<a href="https://overcast.fm/+BtuwXGNZI/2597">TS</a>]
00:43:24 ◼ ► the situation in the long term it is hoped we posit a Wii ends will be able [<a href="https://overcast.fm/+BtuwXGNZI/2604">TS</a>]
00:43:29 ◼ ► to differentiate on this common platform has been a false promise for thirty [<a href="https://overcast.fm/+BtuwXGNZI/2609">TS</a>]
00:43:34 ◼ ► years right that and kickin it old school year but I mean this was [<a href="https://overcast.fm/+BtuwXGNZI/2614">TS</a>]
00:43:40 ◼ ► something like when Apple was in trouble in the nineties that was over and over [<a href="https://overcast.fm/+BtuwXGNZI/2620">TS</a>]
00:43:43 ◼ ► and over again people would say well what Apple should do is start making [<a href="https://overcast.fm/+BtuwXGNZI/2623">TS</a>]
00:43:47 ◼ ► Windows machines to differentiate on on design right so Apple would you know how [<a href="https://overcast.fm/+BtuwXGNZI/2627">TS</a>]
00:43:54 ◼ ► Apple strength isn't Mac OS are getting killed because america so much smaller [<a href="https://overcast.fm/+BtuwXGNZI/2634">TS</a>]
00:43:57 ◼ ► than windows in everybody's on Windows when Apple's good at is designed so [<a href="https://overcast.fm/+BtuwXGNZI/2637">TS</a>]
00:44:01 ◼ ► Apple should ME Windows machines and differentiate on design and that's it's [<a href="https://overcast.fm/+BtuwXGNZI/2641">TS</a>]
00:44:06 ◼ ► actually that's exactly would say that's exactly the Sony PC business right that [<a href="https://overcast.fm/+BtuwXGNZI/2646">TS</a>]
00:44:13 ◼ ► was there are right and how'd that work out they their bio is now its own [<a href="https://overcast.fm/+BtuwXGNZI/2653">TS</a>]
00:44:19 ◼ ► companies that I would say Sony gave that as good a run as anybody and they [<a href="https://overcast.fm/+BtuwXGNZI/2659">TS</a>]
00:44:28 ◼ ► were very nice computers right and and you know innovative in certain ways to [<a href="https://overcast.fm/+BtuwXGNZI/2668">TS</a>]
00:44:34 ◼ ► like those got small like use the ball small laptops you know right before [<a href="https://overcast.fm/+BtuwXGNZI/2674">TS</a>]
00:44:42 ◼ ► everyone else with you know with with minimal compromises and it just it's not [<a href="https://overcast.fm/+BtuwXGNZI/2682">TS</a>]
00:44:48 ◼ ► sustainable on a common platform ya know it's like I think I like the analogy is [<a href="https://overcast.fm/+BtuwXGNZI/2688">TS</a>]
00:44:55 ◼ ► I'm not sure this works it literally just occurred to me but like everyone [<a href="https://overcast.fm/+BtuwXGNZI/2695">TS</a>]
00:44:59 ◼ ► like bitches about like oh we want good service on airplanes in late we want [<a href="https://overcast.fm/+BtuwXGNZI/2699">TS</a>]
00:45:03 ◼ ► more seats were more seating area and stuff like that [<a href="https://overcast.fm/+BtuwXGNZI/2703">TS</a>]
00:45:06 ◼ ► the promise every single time and airline tries that like continental is [<a href="https://overcast.fm/+BtuwXGNZI/2706">TS</a>]
00:45:12 ◼ ► American Airlines I think we're going to have more more room in our house we [<a href="https://overcast.fm/+BtuwXGNZI/2712">TS</a>]
00:45:16 ◼ ► advertise based on that and we're going to be able to charge a slightly higher [<a href="https://overcast.fm/+BtuwXGNZI/2716">TS</a>]
00:45:21 ◼ ► well guess what everyone kept going Expedia kayak irreverent the lowest [<a href="https://overcast.fm/+BtuwXGNZI/2721">TS</a>]
00:45:26 ◼ ► this is very painful to me because two or three years ago [<a href="https://overcast.fm/+BtuwXGNZI/2726">TS</a>]
00:45:31 ◼ ► Virgin America came to Philadelphia and the most welcome breath of fresh air in [<a href="https://overcast.fm/+BtuwXGNZI/2731">TS</a>]
00:45:38 ◼ ► the history of PHL international and they are leaving in two months because [<a href="https://overcast.fm/+BtuwXGNZI/2738">TS</a>]
00:45:47 ◼ ► well it's not you know and they're not going away but it clearly it wasn't a [<a href="https://overcast.fm/+BtuwXGNZI/2747">TS</a>]
00:45:53 ◼ ► big success for them and they were always more expensive USAir is that [<a href="https://overcast.fm/+BtuwXGNZI/2753">TS</a>]
00:45:57 ◼ ► carrier that dominate PHL one of their hubs and there there they've got this [<a href="https://overcast.fm/+BtuwXGNZI/2757">TS</a>]
00:46:02 ◼ ► merger with American and part of the concessions for this merger is they had [<a href="https://overcast.fm/+BtuwXGNZI/2762">TS</a>]
00:46:08 ◼ ► to give up gates at Washington and one of the new york 1 I'm guessing it [<a href="https://overcast.fm/+BtuwXGNZI/2768">TS</a>]
00:46:19 ◼ ► that that combined USAir an American have to give up some some number of [<a href="https://overcast.fm/+BtuwXGNZI/2779">TS</a>]
00:46:26 ◼ ► their gates at those and Virgin decided to take I think I don't they took him to [<a href="https://overcast.fm/+BtuwXGNZI/2786">TS</a>]
00:46:30 ◼ ► washington to but I know that they took some of their JFK want and they [<a href="https://overcast.fm/+BtuwXGNZI/2790">TS</a>]
00:46:34 ◼ ► literally don't have enough airplanes so they have to take the airplanes that [<a href="https://overcast.fm/+BtuwXGNZI/2794">TS</a>]
00:46:37 ◼ ► have been flying to Philly roots and they're gonna be fine JFK route and [<a href="https://overcast.fm/+BtuwXGNZI/2797">TS</a>]
00:46:41 ◼ ► they're they're like it's like a waiting list it's like trying to get Washington [<a href="https://overcast.fm/+BtuwXGNZI/2801">TS</a>]
00:46:46 ◼ ► Redskins season tickets or something like there's there's like five year [<a href="https://overcast.fm/+BtuwXGNZI/2806">TS</a>]
00:46:51 ◼ ► waiting list to get new airplanes from Boeing or something like that they can [<a href="https://overcast.fm/+BtuwXGNZI/2811">TS</a>]
00:46:54 ◼ ► just order them yeah and I don't think that they were you know pretty sure [<a href="https://overcast.fm/+BtuwXGNZI/2814">TS</a>]
00:46:58 ◼ ► virgin America's never turned a profit anyway [<a href="https://overcast.fm/+BtuwXGNZI/2818">TS</a>]
00:47:00 ◼ ► quarter know if I was gonna mention that he just doesn't work because it's one of [<a href="https://overcast.fm/+BtuwXGNZI/2820">TS</a>]
00:47:06 ◼ ► those things like air air travel is a is a commodity and it's so it's a sort of [<a href="https://overcast.fm/+BtuwXGNZI/2826">TS</a>]
00:47:13 ◼ ► hold up it is a commodity and its there's an economy of scale like that's [<a href="https://overcast.fm/+BtuwXGNZI/2833">TS</a>]
00:47:18 ◼ ► the thing is that you've kind of in there that's the magic you've got to get [<a href="https://overcast.fm/+BtuwXGNZI/2838">TS</a>]
00:47:21 ◼ ► off the ground somehow and get this this of of users to sustain it is different [<a href="https://overcast.fm/+BtuwXGNZI/2841">TS</a>]
00:47:31 ◼ ► just don't have it that Virgin America just didn't have at least out of Philly [<a href="https://overcast.fm/+BtuwXGNZI/2851">TS</a>]
00:47:36 ◼ ► you know me I think the whole business thing right because they're the ones [<a href="https://overcast.fm/+BtuwXGNZI/2856">TS</a>]
00:47:41 ◼ ► that are price insensitive and not an airline's it is actually a ton of people [<a href="https://overcast.fm/+BtuwXGNZI/2861">TS</a>]
00:47:48 ◼ ► that I know I I myself am kind of people I follow on Twitter and it's been a [<a href="https://overcast.fm/+BtuwXGNZI/2868">TS</a>]
00:47:54 ◼ ► there's actually there's quite a few people in in intact whatever that as a [<a href="https://overcast.fm/+BtuwXGNZI/2874">TS</a>]
00:48:00 ◼ ► side thing I'd love to follow the airline industry it's so much better [<a href="https://overcast.fm/+BtuwXGNZI/2880">TS</a>]
00:48:05 ◼ ► than others I mean I and i actually have gold status on USAir [<a href="https://overcast.fm/+BtuwXGNZI/2885">TS</a>]
00:48:09 ◼ ► at all ever fly a me every flight i take whether to vacation or whether it's work [<a href="https://overcast.fm/+BtuwXGNZI/2889">TS</a>]
00:48:14 ◼ ► to go to the west coast it's always USAir and because so many my flights are [<a href="https://overcast.fm/+BtuwXGNZI/2894">TS</a>]
00:48:19 ◼ ► entirely across the country have somehow gotten the gold status which is good [<a href="https://overcast.fm/+BtuwXGNZI/2899">TS</a>]
00:48:24 ◼ ► customer service wise I can book tickets now that that I like fun double I can [<a href="https://overcast.fm/+BtuwXGNZI/2904">TS</a>]
00:48:29 ◼ ► change my tickets and not pay a fee like literally not even pay like it's kind of [<a href="https://overcast.fm/+BtuwXGNZI/2909">TS</a>]
00:48:34 ◼ ► awesome and if I can book a flight on Virgin America and it costs more I would [<a href="https://overcast.fm/+BtuwXGNZI/2914">TS</a>]
00:48:40 ◼ ► do it in a heartbeat because it's such a nice experience unfortunately you know [<a href="https://overcast.fm/+BtuwXGNZI/2920">TS</a>]
00:48:44 ◼ ► you you have a you know when a reputation for valuing quality in the [<a href="https://overcast.fm/+BtuwXGNZI/2924">TS</a>]
00:48:49 ◼ ► products you buy about that is that is not broadly shared I've been on I've [<a href="https://overcast.fm/+BtuwXGNZI/2929">TS</a>]
00:48:55 ◼ ► the last time I flew in for the most part it was all SFO to Philly other [<a href="https://overcast.fm/+BtuwXGNZI/2935">TS</a>]
00:49:01 ◼ ► sometimes depending on the hours I would I would even take this is what I would [<a href="https://overcast.fm/+BtuwXGNZI/2941">TS</a>]
00:49:05 ◼ ► do to is i would fly silly to lax LAX to SFO on Virgin rather than a nonstop [<a href="https://overcast.fm/+BtuwXGNZI/2945">TS</a>]
00:49:13 ◼ ► which I've numerous numerous choices between us iPhone Philly on USAir right [<a href="https://overcast.fm/+BtuwXGNZI/2953">TS</a>]
00:49:17 ◼ ► rather have the layover in LAX and which ones you're fine for now it makes a [<a href="https://overcast.fm/+BtuwXGNZI/2957">TS</a>]
00:49:23 ◼ ► wifi everything I mean it's just so much more comfortable that plane doesn't have [<a href="https://overcast.fm/+BtuwXGNZI/2963">TS</a>]
00:49:30 ◼ ► a funky smell but anyway but yeah there's not enough people like me to get [<a href="https://overcast.fm/+BtuwXGNZI/2970">TS</a>]
00:49:36 ◼ ► it off the ground is funny videos by soprano airlines but I'm basin is aware [<a href="https://overcast.fm/+BtuwXGNZI/2976">TS</a>]
00:49:42 ◼ ► awake flying economy class on an Asian airlines like fine like above first [<a href="https://overcast.fm/+BtuwXGNZI/2982">TS</a>]
00:49:48 ◼ ► but it's how I just like to have like Stockholm Syndrome like they're like [<a href="https://overcast.fm/+BtuwXGNZI/2988">TS</a>]
00:49:55 ◼ ► visiting center-right they always do like the airline in like a million times [<a href="https://overcast.fm/+BtuwXGNZI/2995">TS</a>]
00:49:59 ◼ ► but I think Steve Steve Kovach didn't want to lose like Singapore Air [<a href="https://overcast.fm/+BtuwXGNZI/2999">TS</a>]
00:50:04 ◼ ► like marveling at like every seat has like its own television got how bad the [<a href="https://overcast.fm/+BtuwXGNZI/3004">TS</a>]
00:50:11 ◼ ► economy class on USAir is literally just a bigger see they do give you a meal [<a href="https://overcast.fm/+BtuwXGNZI/3011">TS</a>]
00:50:16 ◼ ► they do give you a meal that you don't get back there but it's so bad that I [<a href="https://overcast.fm/+BtuwXGNZI/3016">TS</a>]
00:50:20 ◼ ► mean honestly you're a fool if you hit it I i coming you're just asking to be [<a href="https://overcast.fm/+BtuwXGNZI/3020">TS</a>]
00:50:25 ◼ ► made sick I mean you get drinks you know it's a bigger seed and you get you get [<a href="https://overcast.fm/+BtuwXGNZI/3025">TS</a>]
00:50:31 ◼ ► alcohol drugs which ones do not frown upon to too much but I know but you know [<a href="https://overcast.fm/+BtuwXGNZI/3031">TS</a>]
00:50:38 ◼ ► it's it's it's so much different than international airlines yeah we are we're [<a href="https://overcast.fm/+BtuwXGNZI/3038">TS</a>]
00:50:43 ◼ ► massively it was funny so we are we afraid so that that's out there were way [<a href="https://overcast.fm/+BtuwXGNZI/3043">TS</a>]
00:50:48 ◼ ► off though I do think it kind of explained the race to the bottom in on a [<a href="https://overcast.fm/+BtuwXGNZI/3048">TS</a>]
00:50:55 ◼ ► commodity platforms like Windows and I think that's where Android is heading [<a href="https://overcast.fm/+BtuwXGNZI/3055">TS</a>]
00:50:59 ◼ ► makes it different though maybe it's the same because of the thing with airline [<a href="https://overcast.fm/+BtuwXGNZI/3059">TS</a>]
00:51:06 ◼ ► is because it is super heavily regulated rate like you there's a certain late for [<a href="https://overcast.fm/+BtuwXGNZI/3066">TS</a>]
00:51:10 ◼ ► of service you fly like frontier spirit or you know like the cheap ones are like [<a href="https://overcast.fm/+BtuwXGNZI/3070">TS</a>]
00:51:16 ◼ ► you can feel reasonably confident that they're going to get you there in one [<a href="https://overcast.fm/+BtuwXGNZI/3076">TS</a>]
00:51:20 ◼ ► piece right because they all to pass the same FAA regulations they'll have the [<a href="https://overcast.fm/+BtuwXGNZI/3080">TS</a>]
00:51:24 ◼ ► same maintenance like you know regimes and so because of that like it's not [<a href="https://overcast.fm/+BtuwXGNZI/3084">TS</a>]
00:51:30 ◼ ► like you're flying in like wow this guy like $3 cheaper but they have a plane [<a href="https://overcast.fm/+BtuwXGNZI/3090">TS</a>]
00:51:35 ◼ ► crash like everyone's everyone that a certain level and what's happened with [<a href="https://overcast.fm/+BtuwXGNZI/3095">TS</a>]
00:51:42 ◼ ► smartphones as you're getting actually assume or a similar idea like a few [<a href="https://overcast.fm/+BtuwXGNZI/3102">TS</a>]
00:51:46 ◼ ► years ago even a couple years ago the difference between a toreador smartphone [<a href="https://overcast.fm/+BtuwXGNZI/3106">TS</a>]
00:51:51 ◼ ► in a four-door smartphone was was huge [<a href="https://overcast.fm/+BtuwXGNZI/3111">TS</a>]
00:51:54 ◼ ► now there really isn't that much of a difference at all and by the way that [<a href="https://overcast.fm/+BtuwXGNZI/3114">TS</a>]
00:52:01 ◼ ► $150 smartphone and so like the the the the difference between the high and low [<a href="https://overcast.fm/+BtuwXGNZI/3121">TS</a>]
00:52:08 ◼ ► when is shrinking and what's funny is everyone uses this is they were Apple's [<a href="https://overcast.fm/+BtuwXGNZI/3128">TS</a>]
00:52:12 ◼ ► doomed but they're only doomed if you ignore the software right all those [<a href="https://overcast.fm/+BtuwXGNZI/3132">TS</a>]
00:52:17 ◼ ► criticized the first time in this article like I said well over a year ago [<a href="https://overcast.fm/+BtuwXGNZI/3137">TS</a>]
00:52:21 ◼ ► that Samsung was in trouble because unlike alcohol there is nothing to make [<a href="https://overcast.fm/+BtuwXGNZI/3141">TS</a>]
00:52:27 ◼ ► a Samsung phone different from a no-name phone and an especially in China where [<a href="https://overcast.fm/+BtuwXGNZI/3147">TS</a>]
00:52:35 ◼ ► in China like there is their first other things are different China one there's [<a href="https://overcast.fm/+BtuwXGNZI/3155">TS</a>]
00:52:41 ◼ ► just way more because that's where the manufacturing happens like there's just [<a href="https://overcast.fm/+BtuwXGNZI/3161">TS</a>]
00:52:45 ◼ ► way more phones there there's way more companies making phones [<a href="https://overcast.fm/+BtuwXGNZI/3165">TS</a>]
00:52:49 ◼ ► the vast majority of which don't export it all so there's tons and tons and tons [<a href="https://overcast.fm/+BtuwXGNZI/3169">TS</a>]
00:52:53 ◼ ► of breath of corporate brands in China most of whom I've never heard of much [<a href="https://overcast.fm/+BtuwXGNZI/3173">TS</a>]
00:52:57 ◼ ► less than one else so one there's just way more competition and then to in [<a href="https://overcast.fm/+BtuwXGNZI/3177">TS</a>]
00:53:03 ◼ ► China mode for the most is much more sold the phone is separate from the from [<a href="https://overcast.fm/+BtuwXGNZI/3183">TS</a>]
00:53:09 ◼ ► the plan so you you usually not always I mean and actually the iPhone is pushed [<a href="https://overcast.fm/+BtuwXGNZI/3189">TS</a>]
00:53:15 ◼ ► more of a subsidy into the system but especially traditionally it's always [<a href="https://overcast.fm/+BtuwXGNZI/3195">TS</a>]
00:53:19 ◼ ► been very separate where you buy your [<a href="https://overcast.fm/+BtuwXGNZI/3199">TS</a>]
00:53:21 ◼ ► you by your service from the carrier and you buy your device from device seller [<a href="https://overcast.fm/+BtuwXGNZI/3201">TS</a>]
00:53:27 ◼ ► like there's different transactions and so that that new orders Samsung's [<a href="https://overcast.fm/+BtuwXGNZI/3207">TS</a>]
00:53:32 ◼ ► carrier banja doesn't really exist as much there and then you add on top of [<a href="https://overcast.fm/+BtuwXGNZI/3212">TS</a>]
00:53:37 ◼ ► that Samsung did have more brand in China what you're going to buy it be [<a href="https://overcast.fm/+BtuwXGNZI/3217">TS</a>]
00:53:42 ◼ ► better to buy a $20 sampling phone then toward our Chinese phone because Samsung [<a href="https://overcast.fm/+BtuwXGNZI/3222">TS</a>]
00:53:46 ◼ ► was a meaningful brand and that's where you get into that massive spend that [<a href="https://overcast.fm/+BtuwXGNZI/3226">TS</a>]
00:53:51 ◼ ► Samsung still has on on marketing calling but that just destroyed that [<a href="https://overcast.fm/+BtuwXGNZI/3231">TS</a>]
00:53:57 ◼ ► like that like show me his show me which I mean really does have one common Apple [<a href="https://overcast.fm/+BtuwXGNZI/3237">TS</a>]
00:54:03 ◼ ► is like shamas founders are like rock stars right there are jobs [<a href="https://overcast.fm/+BtuwXGNZI/3243">TS</a>]
00:54:07 ◼ ► and you know in the craig Venter ease of of of China and their phones actually do [<a href="https://overcast.fm/+BtuwXGNZI/3247">TS</a>]
00:54:14 ◼ ► I've never held my hands I can't speak to build quality but he take a look at [<a href="https://overcast.fm/+BtuwXGNZI/3254">TS</a>]
00:54:18 ◼ ► them and they do to me to my eyes instantly look better designed than [<a href="https://overcast.fm/+BtuwXGNZI/3258">TS</a>]
00:54:23 ◼ ► Samsung in and most other brands under the quality the qualities and the I've [<a href="https://overcast.fm/+BtuwXGNZI/3263">TS</a>]
00:54:29 ◼ ► held both in the world when the woman was was wasn't the most previous one it [<a href="https://overcast.fm/+BtuwXGNZI/3269">TS</a>]
00:54:35 ◼ ► was a little like I thought it was a little flimsy but it was in there was a [<a href="https://overcast.fm/+BtuwXGNZI/3275">TS</a>]
00:54:39 ◼ ► fully functional like there's no problem is today you can tell you know hundred [<a href="https://overcast.fm/+BtuwXGNZI/3279">TS</a>]
00:54:46 ◼ ► bucks cheaper than its sibling but again that's that's improving as well those [<a href="https://overcast.fm/+BtuwXGNZI/3286">TS</a>]
00:54:51 ◼ ► are way better than what was available the price point [<a href="https://overcast.fm/+BtuwXGNZI/3291">TS</a>]
00:54:54 ◼ ► previously and and so for Xiaomi and then show me house like you know they [<a href="https://overcast.fm/+BtuwXGNZI/3294">TS</a>]
00:54:58 ◼ ► have these rock stars and then there's the whole Chinese like social network [<a href="https://overcast.fm/+BtuwXGNZI/3298">TS</a>]
00:55:02 ◼ ► you know what you talked about last time we chatted and and all these sort of [<a href="https://overcast.fm/+BtuwXGNZI/3302">TS</a>]
00:55:05 ◼ ► things where they where they actually sell they sell complete the online so [<a href="https://overcast.fm/+BtuwXGNZI/3305">TS</a>]
00:55:09 ◼ ► they don't have to pay any overhead two carriers they pay nothing for marketing [<a href="https://overcast.fm/+BtuwXGNZI/3309">TS</a>]
00:55:13 ◼ ► they just basically sell everything through their brand in through the [<a href="https://overcast.fm/+BtuwXGNZI/3313">TS</a>]
00:55:15 ◼ ► website and so they can keep their costs super low and then their whole business [<a href="https://overcast.fm/+BtuwXGNZI/3315">TS</a>]
00:55:20 ◼ ► model is the basal cell at cost right they say they're gonna make it up by [<a href="https://overcast.fm/+BtuwXGNZI/3320">TS</a>]
00:55:26 ◼ ► App Store and all that sort of stuff and and Samsung is just getting walloped [<a href="https://overcast.fm/+BtuwXGNZI/3326">TS</a>]
00:55:31 ◼ ► like Samsung can't compete with that and that's why Apple is more threatened in [<a href="https://overcast.fm/+BtuwXGNZI/3331">TS</a>]
00:55:36 ◼ ► China by some as well because she'll me isn't just sheep they're they're cheap [<a href="https://overcast.fm/+BtuwXGNZI/3336">TS</a>]
00:55:40 ◼ ► and they're they're a brand in their wake their ass statement like they're [<a href="https://overcast.fm/+BtuwXGNZI/3340">TS</a>]
00:55:45 ◼ ► saying something by clearing Xiaomi phone and that is also important China [<a href="https://overcast.fm/+BtuwXGNZI/3345">TS</a>]
00:55:50 ◼ ► always like China yes the software is important but it's not it's actually I [<a href="https://overcast.fm/+BtuwXGNZI/3350">TS</a>]
00:55:55 ◼ ► think it's Wes its west of a differentiator in in China especially [<a href="https://overcast.fm/+BtuwXGNZI/3355">TS</a>]
00:56:00 ◼ ► because there's always a lot of crazy stuff you do the Android right that that [<a href="https://overcast.fm/+BtuwXGNZI/3360">TS</a>]
00:56:03 ◼ ► the China the Chinese value and worth the walk down actually works against [<a href="https://overcast.fm/+BtuwXGNZI/3363">TS</a>]
00:56:10 ◼ ► them lot of ways it is actually area where the keyboards are gonna help [<a href="https://overcast.fm/+BtuwXGNZI/3370">TS</a>]
00:56:13 ◼ ► that's why I there's lots of alternate Chinese keyboards [<a href="https://overcast.fm/+BtuwXGNZI/3373">TS</a>]
00:56:18 ◼ ► that I I know people that's been a hold up for not want to go with us but even [<a href="https://overcast.fm/+BtuwXGNZI/3378">TS</a>]
00:56:24 ◼ ► beyond that there's tons of stuff like this the whole idea of skinning staff [<a href="https://overcast.fm/+BtuwXGNZI/3384">TS</a>]
00:56:27 ◼ ► and having all these cutesy things in all this all this stuff on your phone [<a href="https://overcast.fm/+BtuwXGNZI/3387">TS</a>]
00:56:31 ◼ ► that we in the West Hills very very weird like that it's just different [<a href="https://overcast.fm/+BtuwXGNZI/3391">TS</a>]
00:56:35 ◼ ► there you go to you go to your Yahoo China where I do it like the pages are [<a href="https://overcast.fm/+BtuwXGNZI/3395">TS</a>]
00:56:41 ◼ ► all busy newslink's everywhere and they're just like they hurt your eyes [<a href="https://overcast.fm/+BtuwXGNZI/3401">TS</a>]
00:56:44 ◼ ► like it's just a very different as static and so it shall meet delivers all [<a href="https://overcast.fm/+BtuwXGNZI/3404">TS</a>]
00:56:50 ◼ ► that need to let you customize let you do this all the store stuff yet they're [<a href="https://overcast.fm/+BtuwXGNZI/3410">TS</a>]
00:56:53 ◼ ► also cool and so that but all those advantages only exist in China and so [<a href="https://overcast.fm/+BtuwXGNZI/3413">TS</a>]
00:57:01 ◼ ► that's why I shall meet a big deal in China but I'm Way more skeptical about [<a href="https://overcast.fm/+BtuwXGNZI/3421">TS</a>]
00:57:04 ◼ ► them outside of China because it is in transit as much right let's hope this [<a href="https://overcast.fm/+BtuwXGNZI/3424">TS</a>]
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00:58:08 ◼ ► much I have stored they've just crossed the six billion while mark for how many [<a href="https://overcast.fm/+BtuwXGNZI/3488">TS</a>]
00:58:14 ◼ ► files have been restored by users in other words users of that plays have [<a href="https://overcast.fm/+BtuwXGNZI/3494">TS</a>]
00:58:19 ◼ ► restored six billion files that have back-to-back place lots of users [<a href="https://overcast.fm/+BtuwXGNZI/3499">TS</a>]
00:58:26 ◼ ► great track record great software and iPad and iPhone app I mean to access and [<a href="https://overcast.fm/+BtuwXGNZI/3506">TS</a>]
00:58:32 ◼ ► sharing of your files from anywhere you can restore one file at a time if it's [<a href="https://overcast.fm/+BtuwXGNZI/3512">TS</a>]
00:58:38 ◼ ► just like oh my god I just need that one thing I don't know where it is not on my [<a href="https://overcast.fm/+BtuwXGNZI/3518">TS</a>]
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00:59:21 ◼ ► think the irony the irony of the whole Samsung Apple then is that the room the [<a href="https://overcast.fm/+BtuwXGNZI/3561">TS</a>]
00:59:24 ◼ ► the consensus refrain against Apple I would say what why like the stock was [<a href="https://overcast.fm/+BtuwXGNZI/3564">TS</a>]
00:59:31 ◼ ► depressed after Tim Cook first took over that they [<a href="https://overcast.fm/+BtuwXGNZI/3571">TS</a>]
00:59:35 ◼ ► unsustainable for the minority marketshare OS two do know that they [<a href="https://overcast.fm/+BtuwXGNZI/3575">TS</a>]
00:59:40 ◼ ► they can't sustain it against Android inevitable that it's gonna be all [<a href="https://overcast.fm/+BtuwXGNZI/3580">TS</a>]
00:59:45 ◼ ► commoditized in the whole thing's gonna collapse and Samsung is gonna beat them [<a href="https://overcast.fm/+BtuwXGNZI/3585">TS</a>]
00:59:51 ◼ ► Samsung is more innovative than Apple they can't they can't beat Simpson I [<a href="https://overcast.fm/+BtuwXGNZI/3591">TS</a>]
00:59:55 ◼ ► think the irony is that it's really all those arguments really were to apply but [<a href="https://overcast.fm/+BtuwXGNZI/3595">TS</a>]
01:00:00 ◼ ► they don't apply to Apple AirPlay the Samsung yup you know that the knock [<a href="https://overcast.fm/+BtuwXGNZI/3600">TS</a>]
01:00:05 ◼ ► against Apple for most of 2011 2012 maybe even into 2013 really was the case [<a href="https://overcast.fm/+BtuwXGNZI/3605">TS</a>]
01:00:12 ◼ ► against Samsung that that differentiation that they had for a [<a href="https://overcast.fm/+BtuwXGNZI/3612">TS</a>]
01:00:18 ◼ ► no that's that's exactly i mean i think is when we first connected was you know [<a href="https://overcast.fm/+BtuwXGNZI/3618">TS</a>]
01:00:23 ◼ ► I wrote a piece called to bears like that basically it is pointed its to like [<a href="https://overcast.fm/+BtuwXGNZI/3623">TS</a>]
01:00:30 ◼ ► for some reason and it's funny like I wrote another piece to bears revisited [<a href="https://overcast.fm/+BtuwXGNZI/3630">TS</a>]
01:00:35 ◼ ► where I trudged up by some old like PC reviews of like [<a href="https://overcast.fm/+BtuwXGNZI/3635">TS</a>]
01:00:39 ◼ ► MacBooks right and in every single one of them they don't talk about the [<a href="https://overcast.fm/+BtuwXGNZI/3639">TS</a>]
01:00:43 ◼ ► operations what ports it has the screen call the quality in like [<a href="https://overcast.fm/+BtuwXGNZI/3643">TS</a>]
01:00:49 ◼ ► analyst at the same thing and it's it's just it's so weird right and like how [<a href="https://overcast.fm/+BtuwXGNZI/3649">TS</a>]
01:00:56 ◼ ► can you how can I think the vast majority the apples doom narrative comes [<a href="https://overcast.fm/+BtuwXGNZI/3656">TS</a>]
01:01:01 ◼ ► from people that fundamentally don't rock the the software differentiation [<a href="https://overcast.fm/+BtuwXGNZI/3661">TS</a>]
01:01:06 ◼ ► right and if you don't understand that then yes Apple is doing they're selling [<a href="https://overcast.fm/+BtuwXGNZI/3666">TS</a>]
01:01:12 ◼ ► very expensive gadgets when you can get a perfectly good gadget for a quarter of [<a href="https://overcast.fm/+BtuwXGNZI/3672">TS</a>]
01:01:16 ◼ ► the price right and it's it's almost impossible to oversee they'd just how [<a href="https://overcast.fm/+BtuwXGNZI/3676">TS</a>]
01:01:26 ◼ ► high the table stakes are to get into that that you know so so clearly the [<a href="https://overcast.fm/+BtuwXGNZI/3686">TS</a>]
01:01:36 ◼ ► biggest thing that happened in Techiman spent most of the last seven years [<a href="https://overcast.fm/+BtuwXGNZI/3696">TS</a>]
01:01:40 ◼ ► talking about one thing which is the the revolution that iOS sparked as all about [<a href="https://overcast.fm/+BtuwXGNZI/3700">TS</a>]
01:01:45 ◼ ► iOS Android followed but it's changed the world but it it wasn't just that [<a href="https://overcast.fm/+BtuwXGNZI/3705">TS</a>]
01:01:50 ◼ ► Apple in 2005 through 2007 was able to create iOS it that I O S entirely is [<a href="https://overcast.fm/+BtuwXGNZI/3710">TS</a>]
01:01:59 ◼ ► based on work that started in 1988 with next and that is in some sense it was a [<a href="https://overcast.fm/+BtuwXGNZI/3719">TS</a>]
01:02:06 ◼ ► continuous effort not to do that in 1988 or 1989 that next had in mind something [<a href="https://overcast.fm/+BtuwXGNZI/3726">TS</a>]
01:02:12 ◼ ► like the iPhone but there's so much that is shared and that is built on you know [<a href="https://overcast.fm/+BtuwXGNZI/3732">TS</a>]
01:02:18 ◼ ► and why you know for example just just the simple aspect of you know it was [<a href="https://overcast.fm/+BtuwXGNZI/3738">TS</a>]
01:02:22 ◼ ► something that came up once again just every single year just like it being the [<a href="https://overcast.fm/+BtuwXGNZI/3742">TS</a>]
01:02:26 ◼ ► year of Linux this is the year where Android get 60 frames per second [<a href="https://overcast.fm/+BtuwXGNZI/3746">TS</a>]
01:02:29 ◼ ► animation why does the iphone have better less stories scrolling and [<a href="https://overcast.fm/+BtuwXGNZI/3749">TS</a>]
01:02:35 ◼ ► animations and then during its not because of work that Apple did not only [<a href="https://overcast.fm/+BtuwXGNZI/3755">TS</a>]
01:02:39 ◼ ► because of work that Apple had did in 2006 through the present it because of [<a href="https://overcast.fm/+BtuwXGNZI/3759">TS</a>]
01:02:43 ◼ ► work that that Apple has done since 1988 what up on next two NYT on the same [<a href="https://overcast.fm/+BtuwXGNZI/3763">TS</a>]
01:02:50 ◼ ► Windows Phone came out after and radio when his phone is always had better [<a href="https://overcast.fm/+BtuwXGNZI/3770">TS</a>]
01:02:53 ◼ ► animation exactly been writing device drivers in the eighth grade and and has [<a href="https://overcast.fm/+BtuwXGNZI/3773">TS</a>]
01:03:00 ◼ ► always to their credit for all the knocks you can give against windows up [<a href="https://overcast.fm/+BtuwXGNZI/3780">TS</a>]
01:03:05 ◼ ► until this had a tremendous reputation for at least the interface in Windows [<a href="https://overcast.fm/+BtuwXGNZI/3785">TS</a>]
01:03:13 ◼ ► was snappy and responsive right especially like you know XP versus the [<a href="https://overcast.fm/+BtuwXGNZI/3793">TS</a>]
01:03:20 ◼ ► Apple wasn't Apple felt slap in the face felt slower because they were doing said [<a href="https://overcast.fm/+BtuwXGNZI/3800">TS</a>]
01:03:26 ◼ ► to be so much more graphically it was like a long play that got them to where [<a href="https://overcast.fm/+BtuwXGNZI/3806">TS</a>]
01:03:31 ◼ ► they can do these things like that you know stuff but anyway [<a href="https://overcast.fm/+BtuwXGNZI/3811">TS</a>]
01:03:35 ◼ ► following different paths in with different priorities Microsoft Apple [<a href="https://overcast.fm/+BtuwXGNZI/3815">TS</a>]
01:03:38 ◼ ► both have decades of work that that that's resulted in the snapping of the [<a href="https://overcast.fm/+BtuwXGNZI/3818">TS</a>]
01:03:45 ◼ ► interfaces you see the day and so it's it's it's just so hard to overstate how [<a href="https://overcast.fm/+BtuwXGNZI/3825">TS</a>]
01:03:51 ◼ ► hard it would be for somebody like Tyson are like Samsung to get tyson [<a href="https://overcast.fm/+BtuwXGNZI/3831">TS</a>]
01:03:54 ◼ ► established as a true here to those platforms I mean I think yeah I mean [<a href="https://overcast.fm/+BtuwXGNZI/3834">TS</a>]
01:04:03 ◼ ► it's easy to look at the the App Store and that's certainly a big part of it [<a href="https://overcast.fm/+BtuwXGNZI/3843">TS</a>]
01:04:07 ◼ ► but like anything about it but that's another part of the table stakes at this [<a href="https://overcast.fm/+BtuwXGNZI/3847">TS</a>]
01:04:11 ◼ ► point though because it wasn't in 2007 or 2008 right now is that there that's [<a href="https://overcast.fm/+BtuwXGNZI/3851">TS</a>]
01:04:17 ◼ ► my point right to see everyone everyone you can stop there and say that's reason [<a href="https://overcast.fm/+BtuwXGNZI/3857">TS</a>]
01:04:21 ◼ ► enough that no one else is gonna break in if you'll get iOS like that to me [<a href="https://overcast.fm/+BtuwXGNZI/3861">TS</a>]
01:04:25 ◼ ► there's like three Americans units right but there's three kind of seminal [<a href="https://overcast.fm/+BtuwXGNZI/3865">TS</a>]
01:04:29 ◼ ► proprietary things that happened that made us one and this one is next [<a href="https://overcast.fm/+BtuwXGNZI/3869">TS</a>]
01:04:35 ◼ ► back in the eighties so that's where it started to was the iTunes Store and then [<a href="https://overcast.fm/+BtuwXGNZI/3875">TS</a>]
01:04:44 ◼ ► three was was the App Store which I guess which I guess is part of that the [<a href="https://overcast.fm/+BtuwXGNZI/3884">TS</a>]
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01:04:57 ◼ ► that's that's the thing right it's not just that Apple's differences it's [<a href="https://overcast.fm/+BtuwXGNZI/3897">TS</a>]
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01:05:04 ◼ ► software because it really is a differentiated by the entire ecosystem [<a href="https://overcast.fm/+BtuwXGNZI/3904">TS</a>]
01:05:08 ◼ ► and I everything that sits on top of it so now and we saw this with Palma not [<a href="https://overcast.fm/+BtuwXGNZI/3908">TS</a>]
01:05:13 ◼ ► always even if you came out with an operating system that was as as elegant [<a href="https://overcast.fm/+BtuwXGNZI/3913">TS</a>]
01:05:20 ◼ ► now that that is no longer enough and there is nothing like there are very few [<a href="https://overcast.fm/+BtuwXGNZI/3920">TS</a>]
01:05:28 ◼ ► broadly I think that are more challenging than building an ecosystem [<a href="https://overcast.fm/+BtuwXGNZI/3928">TS</a>]
01:05:33 ◼ ► because there's so many players involved there's so much out of your control I [<a href="https://overcast.fm/+BtuwXGNZI/3933">TS</a>]
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01:05:50 ◼ ► the right you need the right capabilities in the system like there's [<a href="https://overcast.fm/+BtuwXGNZI/3950">TS</a>]
01:05:53 ◼ ► it this is like speaking of watches like this [<a href="https://overcast.fm/+BtuwXGNZI/3953">TS</a>]
01:05:56 ◼ ► interlocking watch right but it's not like where you can put one piece in the [<a href="https://overcast.fm/+BtuwXGNZI/3956">TS</a>]
01:06:01 ◼ ► next piece in the mail work together you have to not just put all the pieces in [<a href="https://overcast.fm/+BtuwXGNZI/3961">TS</a>]
01:06:05 ◼ ► all fit in at the same time immediately right like that it just magically come [<a href="https://overcast.fm/+BtuwXGNZI/3965">TS</a>]
01:06:10 ◼ ► together and then work and without that it's you you're forced to go to short [<a href="https://overcast.fm/+BtuwXGNZI/3970">TS</a>]
01:06:17 ◼ ► cuts worth paying developers whether it's you know try to cope with something [<a href="https://overcast.fm/+BtuwXGNZI/3977">TS</a>]
01:06:22 ◼ ► that's so unique that people will look over the the holes I was trying to do [<a href="https://overcast.fm/+BtuwXGNZI/3982">TS</a>]
01:06:28 ◼ ► but it it's fiendishly hard and this is this is if Apple is discounted on wall [<a href="https://overcast.fm/+BtuwXGNZI/3988">TS</a>]
01:06:37 ◼ ► street and I think this is going away to your point but it's it's on this is that [<a href="https://overcast.fm/+BtuwXGNZI/3997">TS</a>]
01:06:42 ◼ ► people don't like someone told me that youre what Wall Street values is knowing [<a href="https://overcast.fm/+BtuwXGNZI/4002">TS</a>]
01:06:51 ◼ ► that you can totally fuck it up and you'll still be in business [<a href="https://overcast.fm/+BtuwXGNZI/4011">TS</a>]
01:06:54 ◼ ► and so Microsoft can release and they're still gonna make tons of money you know [<a href="https://overcast.fm/+BtuwXGNZI/4014">TS</a>]
01:07:00 ◼ ► they can respond as aids still making their stock is higher now than it's been [<a href="https://overcast.fm/+BtuwXGNZI/4020">TS</a>]
01:07:04 ◼ ► in years that's an interesting point and this is this is one the reasons why [<a href="https://overcast.fm/+BtuwXGNZI/4024">TS</a>]
01:07:08 ◼ ► Amazon as always had such a strong stock is like people view them as being [<a href="https://overcast.fm/+BtuwXGNZI/4028">TS</a>]
01:07:13 ◼ ► untouchable right like their core business no one's going no one's going [<a href="https://overcast.fm/+BtuwXGNZI/4033">TS</a>]
01:07:18 ◼ ► to threaten it and Apple has always been viewed as well one bad break them and [<a href="https://overcast.fm/+BtuwXGNZI/4038">TS</a>]
01:07:24 ◼ ► they're in trouble and that's why the antennagate what was a big deal [<a href="https://overcast.fm/+BtuwXGNZI/4044">TS</a>]
01:07:28 ◼ ► 22 lot of people's perception what is this it is that did they finally they [<a href="https://overcast.fm/+BtuwXGNZI/4048">TS</a>]
01:07:33 ◼ ► finally mess up and what I think they've missed it what most analysts miss is [<a href="https://overcast.fm/+BtuwXGNZI/4053">TS</a>]
01:07:38 ◼ ► actually Apple could really sadat in there would be OK because their [<a href="https://overcast.fm/+BtuwXGNZI/4058">TS</a>]
01:07:43 ◼ ► ecosystem advantage is so significant it's so hard to to catch up with that [<a href="https://overcast.fm/+BtuwXGNZI/4063">TS</a>]
01:07:50 ◼ ► yeah I totally agree that's a good point and I do think that there is you know [<a href="https://overcast.fm/+BtuwXGNZI/4070">TS</a>]
01:07:58 ◼ ► circling back a couple of minutes [<a href="https://overcast.fm/+BtuwXGNZI/4078">TS</a>]
01:08:00 ◼ ► segments ago that I do think that it's finally starting to dawn on the Investor [<a href="https://overcast.fm/+BtuwXGNZI/4080">TS</a>]
01:08:08 ◼ ► world you know that Apple is not on the precipice you know yeah you know i i [<a href="https://overcast.fm/+BtuwXGNZI/4088">TS</a>]
01:08:14 ◼ ► still think you're gonna see a lot of Jackass Sri related to Apple I still [<a href="https://overcast.fm/+BtuwXGNZI/4094">TS</a>]
01:08:19 ◼ ► think that you're going to see let's just say they you know that the ship [<a href="https://overcast.fm/+BtuwXGNZI/4099">TS</a>]
01:08:25 ◼ ► something that you wear on your wrist and it costs $300 and they sell 5 [<a href="https://overcast.fm/+BtuwXGNZI/4105">TS</a>]
01:08:30 ◼ ► million of them which i think is pretty reasonable for a new thing you know [<a href="https://overcast.fm/+BtuwXGNZI/4110">TS</a>]
01:08:34 ◼ ► let's just say I don't know who knows what the device does it's a dingus are [<a href="https://overcast.fm/+BtuwXGNZI/4114">TS</a>]
01:08:38 ◼ ► you wearing arrest and it sells for $300 in this all five million and there's [<a href="https://overcast.fm/+BtuwXGNZI/4118">TS</a>]
01:08:42 ◼ ► gonna be people who say multiply five million by $300 and say well that's [<a href="https://overcast.fm/+BtuwXGNZI/4122">TS</a>]
01:08:48 ◼ ► nothing that that that averages out to 0 for Apple there for Apple is doomed [<a href="https://overcast.fm/+BtuwXGNZI/4128">TS</a>]
01:08:52 ◼ ► because they needed to sell fifty million of them which doesn't happen [<a href="https://overcast.fm/+BtuwXGNZI/4132">TS</a>]
01:08:58 ◼ ► you still gonna see that to some degree but I think that most there's there's [<a href="https://overcast.fm/+BtuwXGNZI/4138">TS</a>]
01:09:04 ◼ ► that it's going to be the friends that holds onto that rather than conventional [<a href="https://overcast.fm/+BtuwXGNZI/4144">TS</a>]
01:09:10 ◼ ► wisdom as part of the what we talked about like there is kind of like this [<a href="https://overcast.fm/+BtuwXGNZI/4150">TS</a>]
01:09:16 ◼ ► Apple had to go through the valley little bit as far as like perception [<a href="https://overcast.fm/+BtuwXGNZI/4156">TS</a>]
01:09:20 ◼ ► goes in and this is something where I'm at no I talked to talk to some people [<a href="https://overcast.fm/+BtuwXGNZI/4160">TS</a>]
01:09:25 ◼ ► who you know much about people and we're very nervous about cook meeting with [<a href="https://overcast.fm/+BtuwXGNZI/4165">TS</a>]
01:09:31 ◼ ► like Carl Carl Icahn and stuff like that in and really hold up as a counter to [<a href="https://overcast.fm/+BtuwXGNZI/4171">TS</a>]
01:09:35 ◼ ► white you know what job you have done for all but a tocar like an exactly and [<a href="https://overcast.fm/+BtuwXGNZI/4175">TS</a>]
01:09:41 ◼ ► but think this this was and I i was sympathetic to dream of always been very [<a href="https://overcast.fm/+BtuwXGNZI/4181">TS</a>]
01:09:47 ◼ ► sympathetic to cook position that you know the stock price matters a lot for [<a href="https://overcast.fm/+BtuwXGNZI/4187">TS</a>]
01:09:52 ◼ ► employee retention is kind of in my my position but I think we're seeing now is [<a href="https://overcast.fm/+BtuwXGNZI/4192">TS</a>]
01:09:58 ◼ ► that kind of effort paying off right like a bull I feel like Apple has gotten [<a href="https://overcast.fm/+BtuwXGNZI/4198">TS</a>]
01:10:07 ◼ ► do that we just said and and that actually is too I think looks crowded as [<a href="https://overcast.fm/+BtuwXGNZI/4207">TS</a>]
01:10:12 ◼ ► well yeah I think maybe you know and I want to psychoanalyze me because you [<a href="https://overcast.fm/+BtuwXGNZI/4212">TS</a>]
01:10:17 ◼ ► know I'm not a psychoanalyst too distant but that there's something to be said [<a href="https://overcast.fm/+BtuwXGNZI/4217">TS</a>]
01:10:22 ◼ ► that among the way the cookie is a great CEO for Apple right now in way and ways [<a href="https://overcast.fm/+BtuwXGNZI/4222">TS</a>]
01:10:27 ◼ ► ways that he is better than Steve Jobs is ego right that obvious I mean famous [<a href="https://overcast.fm/+BtuwXGNZI/4227">TS</a>]
01:10:33 ◼ ► and owning it takes you know you have to be a psychologist to say that Steve Jobs [<a href="https://overcast.fm/+BtuwXGNZI/4233">TS</a>]
01:10:37 ◼ ► had a very large ego you know and I think while Apple was an upstart it [<a href="https://overcast.fm/+BtuwXGNZI/4237">TS</a>]
01:10:43 ◼ ► helped you know it helped to have a rock star at the helm of the company and but [<a href="https://overcast.fm/+BtuwXGNZI/4243">TS</a>]
01:10:49 ◼ ► doing something like going to dinner with carl icon that shows that not that [<a href="https://overcast.fm/+BtuwXGNZI/4249">TS</a>]
01:10:54 ◼ ► doesn't have a large ego but that he's willing to sublimate it you know he's [<a href="https://overcast.fm/+BtuwXGNZI/4254">TS</a>]
01:10:58 ◼ ► going to say look I really doubt I'll bet I really doubt that he felt like [<a href="https://overcast.fm/+BtuwXGNZI/4258">TS</a>]
01:11:05 ◼ ► but he did it because it was good for the company you know I think there's a [<a href="https://overcast.fm/+BtuwXGNZI/4265">TS</a>]
01:11:08 ◼ ► certain extraordinary diligence 222 the way Cook is is doing that humility maybe [<a href="https://overcast.fm/+BtuwXGNZI/4268">TS</a>]
01:11:16 ◼ ► that's a better word that there's a humility to Tim Cook you know whether [<a href="https://overcast.fm/+BtuwXGNZI/4276">TS</a>]
01:11:22 ◼ ► that's in need whether they'd partly his southern upbringing I don't know but [<a href="https://overcast.fm/+BtuwXGNZI/4282">TS</a>]
01:11:26 ◼ ► it's you know one thing you nobody would say about Steve Jobs is that he was [<a href="https://overcast.fm/+BtuwXGNZI/4286">TS</a>]
01:11:29 ◼ ► humble yeah and I think it's one of those things where is super easy to like [<a href="https://overcast.fm/+BtuwXGNZI/4289">TS</a>]
01:11:34 ◼ ► what back on someone writing you only see the positive sides but if if Steve [<a href="https://overcast.fm/+BtuwXGNZI/4294">TS</a>]
01:11:39 ◼ ► Jobs acted like Steve Jobs does well Apple is the most valuable company in [<a href="https://overcast.fm/+BtuwXGNZI/4299">TS</a>]
01:11:43 ◼ ► the world like you would like to think that everything is logical no one liked [<a href="https://overcast.fm/+BtuwXGNZI/4303">TS</a>]
01:11:50 ◼ ► it a lot easier to see them getting themselves in trouble [<a href="https://overcast.fm/+BtuwXGNZI/4310">TS</a>]
01:11:53 ◼ ► whether it be with the government will be with like with other people like you [<a href="https://overcast.fm/+BtuwXGNZI/4313">TS</a>]
01:11:59 ◼ ► know the weather be the App Store source that I mean I don't know what it would [<a href="https://overcast.fm/+BtuwXGNZI/4319">TS</a>]
01:12:03 ◼ ► be but that kind of imperious this where is much better to your point when you're [<a href="https://overcast.fm/+BtuwXGNZI/4323">TS</a>]
01:12:09 ◼ ► when you're the underdog as opposed to when you're the intern pound gorilla and [<a href="https://overcast.fm/+BtuwXGNZI/4329">TS</a>]
01:12:13 ◼ ► I was when I this is something that was talked about a lot you know I was there [<a href="https://overcast.fm/+BtuwXGNZI/4333">TS</a>]
01:12:17 ◼ ► you know he was like what we have to change like by virtue of being huge we [<a href="https://overcast.fm/+BtuwXGNZI/4337">TS</a>]
01:12:27 ◼ ► have changed and we can either accept that and then try to figure out how to [<a href="https://overcast.fm/+BtuwXGNZI/4347">TS</a>]
01:12:32 ◼ ► preserve what makes up about Paul or we can continue as we are but but that's [<a href="https://overcast.fm/+BtuwXGNZI/4352">TS</a>]
01:12:38 ◼ ► actually a worse place to be kind of being blind about the reality which is [<a href="https://overcast.fm/+BtuwXGNZI/4358">TS</a>]
01:12:42 ◼ ► the fact that we're this massive company now and and we can't be can never be the [<a href="https://overcast.fm/+BtuwXGNZI/4362">TS</a>]
01:12:47 ◼ ► way it was just because things have changed the world has changed [<a href="https://overcast.fm/+BtuwXGNZI/4367">TS</a>]
01:12:52 ◼ ► yeah and I think the flip side of that exact same thinking is what I wrote [<a href="https://overcast.fm/+BtuwXGNZI/4372">TS</a>]
01:12:56 ◼ ► about last month with only Apple piece that killed myself not going out and [<a href="https://overcast.fm/+BtuwXGNZI/4376">TS</a>]
01:13:02 ◼ ► about the way that you know that I i seemed it seems very clear to me that [<a href="https://overcast.fm/+BtuwXGNZI/4382">TS</a>]
01:13:08 ◼ ► Tim Cook has has brought about the same way that the operations manufacturing [<a href="https://overcast.fm/+BtuwXGNZI/4388">TS</a>]
01:13:13 ◼ ► has always been very very well-oiled [<a href="https://overcast.fm/+BtuwXGNZI/4393">TS</a>]
01:13:16 ◼ ► you know you said a multi-part wats all works together that he's bringing that [<a href="https://overcast.fm/+BtuwXGNZI/4396">TS</a>]
01:13:21 ◼ ► sort of efficiency to Apple's internals in Cupertino with divisions working [<a href="https://overcast.fm/+BtuwXGNZI/4401">TS</a>]
01:13:26 ◼ ► together across you know that things like just a perfect example the way that [<a href="https://overcast.fm/+BtuwXGNZI/4406">TS</a>]
01:13:30 ◼ ► this extensions is coming to yosemite and Iowa say the same time as they're [<a href="https://overcast.fm/+BtuwXGNZI/4410">TS</a>]
01:13:36 ◼ ► working together I spoke to some of the engineer's you know and that apple just [<a href="https://overcast.fm/+BtuwXGNZI/4416">TS</a>]
01:13:42 ◼ ► was not set up that way those were silos previously and it would have been you [<a href="https://overcast.fm/+BtuwXGNZI/4422">TS</a>]
01:13:47 ◼ ► know they even called it the one time back to the Mac it's like okay here's a [<a href="https://overcast.fm/+BtuwXGNZI/4427">TS</a>]
01:13:51 ◼ ► bunch of stuff where iOS got ahead of the Mac it's already shipped it shipped [<a href="https://overcast.fm/+BtuwXGNZI/4431">TS</a>]
01:13:55 ◼ ► last year you know in last year's version of iOS and now we're bringing it [<a href="https://overcast.fm/+BtuwXGNZI/4435">TS</a>]
01:13:58 ◼ ► to the Mac Apple is working like that now they're developing these things [<a href="https://overcast.fm/+BtuwXGNZI/4438">TS</a>]
01:14:03 ◼ ► together you know and some of them are things that have to be done together [<a href="https://overcast.fm/+BtuwXGNZI/4443">TS</a>]
01:14:07 ◼ ► like I keep forgetting the name of the future but you know hey there's a web [<a href="https://overcast.fm/+BtuwXGNZI/4447">TS</a>]
01:14:13 ◼ ► page in front of me in Safari on my Mac and I wanna bring it over to my phone [<a href="https://overcast.fm/+BtuwXGNZI/4453">TS</a>]
01:14:16 ◼ ► continuity continuity while the country's the parent name for all of [<a href="https://overcast.fm/+BtuwXGNZI/4456">TS</a>]
01:14:22 ◼ ► these features but there's a specific name for handoff right hand off is that [<a href="https://overcast.fm/+BtuwXGNZI/4462">TS</a>]
01:14:26 ◼ ► is continuity is like the umbrella name for all of the features that I like this [<a href="https://overcast.fm/+BtuwXGNZI/4466">TS</a>]
01:14:30 ◼ ► like answering a phone call on your Mac is part of continuity to but they're all [<a href="https://overcast.fm/+BtuwXGNZI/4470">TS</a>]
01:14:36 ◼ ► you know that did you know and to me it's a realization that it's not just [<a href="https://overcast.fm/+BtuwXGNZI/4476">TS</a>]
01:14:43 ◼ ► about Tim Cook having a different personality than Steve Jobs I think it's [<a href="https://overcast.fm/+BtuwXGNZI/4483">TS</a>]
01:14:48 ◼ ► about Apple being big enough that they can do things like this like it's not [<a href="https://overcast.fm/+BtuwXGNZI/4488">TS</a>]
01:14:52 ◼ ► that saved apple circa 2003 or 2004 could have been operating like that or [<a href="https://overcast.fm/+BtuwXGNZI/4492">TS</a>]
01:14:58 ◼ ► should have been operating like that under Steve Jobs and that the different [<a href="https://overcast.fm/+BtuwXGNZI/4498">TS</a>]
01:15:02 ◼ ► you know Steve Jobs mercurial nature kept them from doing it they weren't big [<a href="https://overcast.fm/+BtuwXGNZI/4502">TS</a>]
01:15:05 ◼ ► enough to do it and they weren't you know they needed to be more focus I [<a href="https://overcast.fm/+BtuwXGNZI/4505">TS</a>]
01:15:09 ◼ ► think it was the right I think it was the right strategy but they've you know [<a href="https://overcast.fm/+BtuwXGNZI/4509">TS</a>]
01:15:12 ◼ ► they've crossed a certain chasm in terms of size [<a href="https://overcast.fm/+BtuwXGNZI/4512">TS</a>]
01:15:17 ◼ ► where if they didn't embrace a more collaborative culture they were missing [<a href="https://overcast.fm/+BtuwXGNZI/4517">TS</a>]
01:15:22 ◼ ► an enormous opportunity you know that they were leaving an enormous amount of [<a href="https://overcast.fm/+BtuwXGNZI/4522">TS</a>]
01:15:27 ◼ ► of wasted potential on the floor because they could be doing so much more in the [<a href="https://overcast.fm/+BtuwXGNZI/4527">TS</a>]
01:15:33 ◼ ► same amount of time with a more collaborative culture than they would [<a href="https://overcast.fm/+BtuwXGNZI/4533">TS</a>]
01:15:36 ◼ ► otherwise so here's here's the question though so I I agree I wrote something [<a href="https://overcast.fm/+BtuwXGNZI/4536">TS</a>]
01:15:43 ◼ ► that after your peace my my my podcast exponent with with James Allworth we [<a href="https://overcast.fm/+BtuwXGNZI/4543">TS</a>]
01:15:50 ◼ ► talked about this is like yet it is what's so fascinating it and talk about [<a href="https://overcast.fm/+BtuwXGNZI/4550">TS</a>]
01:15:58 ◼ ► growing up and I talked about them you know kind of forgetting like the 1987 [<a href="https://overcast.fm/+BtuwXGNZI/4558">TS</a>]
01:16:03 ◼ ► mindset you know that's kind of holding them back and what's what's so striking [<a href="https://overcast.fm/+BtuwXGNZI/4563">TS</a>]
01:16:09 ◼ ► about this is the way in which that we are using went back and looked up [<a href="https://overcast.fm/+BtuwXGNZI/4569">TS</a>]
01:16:16 ◼ ► articles and profiles was the exact same language that was used for Microsoft in [<a href="https://overcast.fm/+BtuwXGNZI/4576">TS</a>]
01:16:22 ◼ ► the early 2000 like oh they've grown up like they're good at being you know [<a href="https://overcast.fm/+BtuwXGNZI/4582">TS</a>]
01:16:25 ◼ ► believes that there could be more collaborative and and yes they're [<a href="https://overcast.fm/+BtuwXGNZI/4585">TS</a>]
01:16:29 ◼ ► getting I'm not saying Apple Microsoft at all there's lots of important [<a href="https://overcast.fm/+BtuwXGNZI/4589">TS</a>]
01:16:33 ◼ ► differences but if you use it it is worth thinking about how do I was [<a href="https://overcast.fm/+BtuwXGNZI/4593">TS</a>]
01:16:39 ◼ ► curious what you think crises job said you know stay hungry stay foolish but [<a href="https://overcast.fm/+BtuwXGNZI/4599">TS</a>]
01:16:43 ◼ ► we're talking about them kind of growing up in and being a little less foolish I [<a href="https://overcast.fm/+BtuwXGNZI/4603">TS</a>]
01:16:47 ◼ ► mean do you worry at all that maybe there might be something that gets lost [<a href="https://overcast.fm/+BtuwXGNZI/4607">TS</a>]
01:16:52 ◼ ► in this definitely worried the wrong word but you know I definitely file it [<a href="https://overcast.fm/+BtuwXGNZI/4612">TS</a>]
01:16:59 ◼ ► under things to keep an eye on because I think it's uncharted territory I don't [<a href="https://overcast.fm/+BtuwXGNZI/4619">TS</a>]
01:17:05 ◼ ► think that they're following microsoft's footsteps I you know and and some people [<a href="https://overcast.fm/+BtuwXGNZI/4625">TS</a>]
01:17:10 ◼ ► if there is any criticism of my own the Applebees it was a long the lines [<a href="https://overcast.fm/+BtuwXGNZI/4630">TS</a>]
01:17:16 ◼ ► how is this different from what you know Steve Ballmer taking over from Bill [<a href="https://overcast.fm/+BtuwXGNZI/4636">TS</a>]
01:17:21 ◼ ► Gates you know and and they you know first couple of well actually the whole [<a href="https://overcast.fm/+BtuwXGNZI/4641">TS</a>]
01:17:26 ◼ ► time he did lead Microsoft is significantly higher revenue and profits [<a href="https://overcast.fm/+BtuwXGNZI/4646">TS</a>]
01:17:30 ◼ ► on a consistent basis while driving that you know ship that with the product [<a href="https://overcast.fm/+BtuwXGNZI/4650">TS</a>]
01:17:35 ◼ ► categories that were heading over a cliff strategically by being a little [<a href="https://overcast.fm/+BtuwXGNZI/4655">TS</a>]
01:17:40 ◼ ► bit more conservative in you know focusing on what we already have rather [<a href="https://overcast.fm/+BtuwXGNZI/4660">TS</a>]
01:17:44 ◼ ► than new stuff but I think that's not true though because Microsoft didn't [<a href="https://overcast.fm/+BtuwXGNZI/4664">TS</a>]
01:17:48 ◼ ► know that mobile is next and so yeah but they didn't want to disrupt themselves [<a href="https://overcast.fm/+BtuwXGNZI/4668">TS</a>]
01:17:51 ◼ ► and they didn't want to do mobile in a way that might decrease sales of Windows [<a href="https://overcast.fm/+BtuwXGNZI/4671">TS</a>]
01:17:55 ◼ ► PCs right I think that's the fundamental difference and that's to me is a good [<a href="https://overcast.fm/+BtuwXGNZI/4675">TS</a>]
01:18:00 ◼ ► thing that I don't worry about it I don't think if Tim Cook if somebody came [<a href="https://overcast.fm/+BtuwXGNZI/4680">TS</a>]
01:18:03 ◼ ► to Tim Cook with an idea that I don't know what it would be but clearly the [<a href="https://overcast.fm/+BtuwXGNZI/4683">TS</a>]
01:18:08 ◼ ► sacred Khalid financially as the iPhone it's you know it's I think it's over [<a href="https://overcast.fm/+BtuwXGNZI/4688">TS</a>]
01:18:13 ◼ ► half profits and a half of revenue even though the iPad is still growing and [<a href="https://overcast.fm/+BtuwXGNZI/4693">TS</a>]
01:18:17 ◼ ► it's huge and the Mac is doing very well [<a href="https://overcast.fm/+BtuwXGNZI/4697">TS</a>]
01:18:20 ◼ ► the iPhone is nothing if they came up with something that would make people [<a href="https://overcast.fm/+BtuwXGNZI/4700">TS</a>]
01:18:23 ◼ ► less likely to buy iPhones I don't know what it would be but if the cyst say a [<a href="https://overcast.fm/+BtuwXGNZI/4703">TS</a>]
01:18:28 ◼ ► watch that is so it doesn't it's not something that you Bluetooth tether your [<a href="https://overcast.fm/+BtuwXGNZI/4708">TS</a>]
01:18:33 ◼ ► phone it's just a watch and it would make people not buy iPhones and it only [<a href="https://overcast.fm/+BtuwXGNZI/4713">TS</a>]
01:18:38 ◼ ► costs $300 but it's so awesome that do with that genuinely Dr irrational person [<a href="https://overcast.fm/+BtuwXGNZI/4718">TS</a>]
01:18:43 ◼ ► to think I don't even need an iPhone anymore I don't think Tim Cook would [<a href="https://overcast.fm/+BtuwXGNZI/4723">TS</a>]
01:18:46 ◼ ► hesitate to do that to go ahead with it because if somebody could do it in mind [<a href="https://overcast.fm/+BtuwXGNZI/4726">TS</a>]
01:18:50 ◼ ► as you know that that logic of being able to to you know rather disrupting [<a href="https://overcast.fm/+BtuwXGNZI/4730">TS</a>]
01:18:55 ◼ ► yourself than having somebody else disrupt you [<a href="https://overcast.fm/+BtuwXGNZI/4735">TS</a>]
01:18:58 ◼ ► it holds true that I think he has the common sense to think well you know [<a href="https://overcast.fm/+BtuwXGNZI/4738">TS</a>]
01:19:01 ◼ ► that's where it's going you know I don't think he would hesitate to to chase that [<a href="https://overcast.fm/+BtuwXGNZI/4741">TS</a>]
01:19:05 ◼ ► and pursue that yeah I mean I think the the the best the best thing in support [<a href="https://overcast.fm/+BtuwXGNZI/4745">TS</a>]
01:19:10 ◼ ► of that is probably the iPad which you know is that american and I i do think [<a href="https://overcast.fm/+BtuwXGNZI/4750">TS</a>]
01:19:19 ◼ ► that you know and I don't think they care right and it sells for six [<a href="https://overcast.fm/+BtuwXGNZI/4759">TS</a>]
01:19:24 ◼ ► average selling price than even the cheapest MacBook Air let alone the [<a href="https://overcast.fm/+BtuwXGNZI/4764">TS</a>]
01:19:28 ◼ ► average selling price of regular MacBook right you know it's a probably half the [<a href="https://overcast.fm/+BtuwXGNZI/4768">TS</a>]
01:19:33 ◼ ► price at least the average selling price and I don't think Apple regrets it one [<a href="https://overcast.fm/+BtuwXGNZI/4773">TS</a>]
01:19:38 ◼ ► yeah increased increase volume right right I i think that the only thing the [<a href="https://overcast.fm/+BtuwXGNZI/4778">TS</a>]
01:19:44 ◼ ► only the only hesitation I have is people always point to like the iPhone [<a href="https://overcast.fm/+BtuwXGNZI/4784">TS</a>]
01:19:48 ◼ ► replace the iPod what the problem is they're making more money on iPhones and [<a href="https://overcast.fm/+BtuwXGNZI/4788">TS</a>]
01:19:52 ◼ ► they were like 11 iPhone they do and what does not a great example that's why [<a href="https://overcast.fm/+BtuwXGNZI/4792">TS</a>]
01:19:56 ◼ ► I like the iPad one but it is interesting I think I i do I think that [<a href="https://overcast.fm/+BtuwXGNZI/4796">TS</a>]
01:20:02 ◼ ► Apple Microsoft is my Microsoft's strengths and advantages were not in the [<a href="https://overcast.fm/+BtuwXGNZI/4802">TS</a>]
01:20:11 ◼ ► product right i mean they they always been a marketing company by market me [<a href="https://overcast.fm/+BtuwXGNZI/4811">TS</a>]
01:20:17 ◼ ► not advertising but they've they've always done very very good job of [<a href="https://overcast.fm/+BtuwXGNZI/4817">TS</a>]
01:20:21 ◼ ► understand the customer's needs and building exactly what what they want [<a href="https://overcast.fm/+BtuwXGNZI/4821">TS</a>]
01:20:25 ◼ ► right now and that's why I'm all about compatibility stop in all do like all [<a href="https://overcast.fm/+BtuwXGNZI/4825">TS</a>]
01:20:30 ◼ ► multiple all the drivers use up all that is because it's everything they do is [<a href="https://overcast.fm/+BtuwXGNZI/4830">TS</a>]
01:20:36 ◼ ► bend they've really did have got bent over backwards to meet people's needs [<a href="https://overcast.fm/+BtuwXGNZI/4836">TS</a>]
01:20:41 ◼ ► right but that doesn't work so well when it comes to consumer products where you [<a href="https://overcast.fm/+BtuwXGNZI/4841">TS</a>]
01:20:48 ◼ ► can't ask every consumer what they want you have to build like the right profit [<a href="https://overcast.fm/+BtuwXGNZI/4848">TS</a>]
01:20:52 ◼ ► the right product and make them want it I have always said that it is one of the [<a href="https://overcast.fm/+BtuwXGNZI/4852">TS</a>]
01:20:57 ◼ ► things i think is underestimated is the importance of the exact order of your [<a href="https://overcast.fm/+BtuwXGNZI/4857">TS</a>]
01:21:04 ◼ ► priorities even if you only care as an institution or even a person about three [<a href="https://overcast.fm/+BtuwXGNZI/4864">TS</a>]
01:21:08 ◼ ► things it really makes a difference which ones number one in which ones [<a href="https://overcast.fm/+BtuwXGNZI/4868">TS</a>]
01:21:12 ◼ ► number two they're always going to decision where you have two shoes right [<a href="https://overcast.fm/+BtuwXGNZI/4872">TS</a>]
01:21:16 ◼ ► like all I really care about in life is you know are the same person but you [<a href="https://overcast.fm/+BtuwXGNZI/4876">TS</a>]
01:21:22 ◼ ► know i i still think that their number one priority is creating great products [<a href="https://overcast.fm/+BtuwXGNZI/4882">TS</a>]
01:21:26 ◼ ► and great experiences for the users and maybe number two is doing it [<a href="https://overcast.fm/+BtuwXGNZI/4886">TS</a>]
01:21:33 ◼ ► a profit because the Prophet sustained everything and you know but it makes a [<a href="https://overcast.fm/+BtuwXGNZI/4893">TS</a>]
01:21:38 ◼ ► huge difference that one is in front of two and all sorts of things fallout from [<a href="https://overcast.fm/+BtuwXGNZI/4898">TS</a>]
01:21:43 ◼ ► that especially in the long run it's amazing to see the house it's not that [<a href="https://overcast.fm/+BtuwXGNZI/4903">TS</a>]
01:21:49 ◼ ► Microsoft doesn't care about experience I just don't think that they place it [<a href="https://overcast.fm/+BtuwXGNZI/4909">TS</a>]
01:21:53 ◼ ► quite as high on the priority list institutionally as Apple and then [<a href="https://overcast.fm/+BtuwXGNZI/4913">TS</a>]
01:21:56 ◼ ► there's in the long run there's been profound differences because of that [<a href="https://overcast.fm/+BtuwXGNZI/4916">TS</a>]
01:22:00 ◼ ► when is different there's different kinds of experiences right to satisfy a [<a href="https://overcast.fm/+BtuwXGNZI/4920">TS</a>]
01:22:04 ◼ ► business's needs are you often prioritize things other than like the [<a href="https://overcast.fm/+BtuwXGNZI/4924">TS</a>]
01:22:12 ◼ ► the end user experience of actually using the product right it's because the [<a href="https://overcast.fm/+BtuwXGNZI/4932">TS</a>]
01:22:17 ◼ ► buyer is different than the user and so you prioritize what the buyer values and [<a href="https://overcast.fm/+BtuwXGNZI/4937">TS</a>]
01:22:24 ◼ ► yes I think that's the real kind of big difference between the consumer market [<a href="https://overcast.fm/+BtuwXGNZI/4944">TS</a>]
01:22:29 ◼ ► and and and the business market is is the end user is the is the buyer and [<a href="https://overcast.fm/+BtuwXGNZI/4949">TS</a>]
01:22:35 ◼ ► that that makes Apple's strategy much more much better Apple priorities a much [<a href="https://overcast.fm/+BtuwXGNZI/4955">TS</a>]
01:22:42 ◼ ► better match for the consumer market [<a href="https://overcast.fm/+BtuwXGNZI/4962">TS</a>]
01:22:45 ◼ ► here's another example I'll give you an example that i think is very clear and [<a href="https://overcast.fm/+BtuwXGNZI/4965">TS</a>]
01:22:49 ◼ ► that this this month's Android wear watches show Google and OM's like LG and [<a href="https://overcast.fm/+BtuwXGNZI/4969">TS</a>]
01:23:01 ◼ ► Samsung plays a much higher well maybe not much different but they place a [<a href="https://overcast.fm/+BtuwXGNZI/4981">TS</a>]
01:23:06 ◼ ► higher priority on being first to market then Apple does no doubt in my mind [<a href="https://overcast.fm/+BtuwXGNZI/4986">TS</a>]
01:23:12 ◼ ► began its watches to me are proof of it [<a href="https://overcast.fm/+BtuwXGNZI/4992">TS</a>]
01:23:15 ◼ ► that they're clearly rush to their clunky there's a lot of you read the [<a href="https://overcast.fm/+BtuwXGNZI/4995">TS</a>]
01:23:20 ◼ ► reviews there's a lot of things that just are half-baked you know Joanna [<a href="https://overcast.fm/+BtuwXGNZI/5000">TS</a>]
01:23:25 ◼ ► stern added my favorite review them in the wall street journal I guess it was [<a href="https://overcast.fm/+BtuwXGNZI/5005">TS</a>]
01:23:29 ◼ ► last week but great review but right now [<a href="https://overcast.fm/+BtuwXGNZI/5009">TS</a>]
01:23:33 ◼ ► notifications are all or nothing you either say all of your notifications [<a href="https://overcast.fm/+BtuwXGNZI/5013">TS</a>]
01:23:37 ◼ ► from your phone go to your watch or none of them do this on a nap I a basis so [<a href="https://overcast.fm/+BtuwXGNZI/5017">TS</a>]
01:23:42 ◼ ► it's like you that if you wanna notifications for incoming email on your [<a href="https://overcast.fm/+BtuwXGNZI/5022">TS</a>]
01:23:45 ◼ ► phone then every time you get an email your risk is gonna bus which is [<a href="https://overcast.fm/+BtuwXGNZI/5025">TS</a>]
01:23:48 ◼ ► maddening at least for some people [<a href="https://overcast.fm/+BtuwXGNZI/5028">TS</a>]
01:23:50 ◼ ► Joanna and it is for me they've tried it with the people but you might want [<a href="https://overcast.fm/+BtuwXGNZI/5030">TS</a>]
01:23:55 ◼ ► something like looked just these two people my wife and my boss you know when [<a href="https://overcast.fm/+BtuwXGNZI/5035">TS</a>]
01:24:01 ◼ ► a mommy I want or like an apple turns the VIP list right if just a few there's [<a href="https://overcast.fm/+BtuwXGNZI/5041">TS</a>]
01:24:06 ◼ ► nothing like that of course it's going to come eventually but that just seems [<a href="https://overcast.fm/+BtuwXGNZI/5046">TS</a>]
01:24:10 ◼ ► like a would you buy that and then even better example the Moto 360 which is to [<a href="https://overcast.fm/+BtuwXGNZI/5050">TS</a>]
01:24:16 ◼ ► me it's the most controversial product I can remember in years because I so many [<a href="https://overcast.fm/+BtuwXGNZI/5056">TS</a>]
01:24:23 ◼ ► people on the Android side are saying it now here is a beautiful thing and it's a [<a href="https://overcast.fm/+BtuwXGNZI/5063">TS</a>]
01:24:27 ◼ ► no it's not but it is not a beautiful thing it's it is better looking than the [<a href="https://overcast.fm/+BtuwXGNZI/5067">TS</a>]
01:24:34 ◼ ► other two clunkers so far from LG and Samsung that's for sure but is not a [<a href="https://overcast.fm/+BtuwXGNZI/5074">TS</a>]
01:24:39 ◼ ► beautiful thing it and and that stupid bar at the bottom of the screen [<a href="https://overcast.fm/+BtuwXGNZI/5079">TS</a>]
01:24:44 ◼ ► awful it's awful Apple wooden ship that in a million years and the only reason [<a href="https://overcast.fm/+BtuwXGNZI/5084">TS</a>]
01:24:48 ◼ ► Motorola shipping is because its rush to market everything's relative right right [<a href="https://overcast.fm/+BtuwXGNZI/5088">TS</a>]
01:24:53 ◼ ► yeah we compared to the LG my watch it's clearly Motorola the designers in the [<a href="https://overcast.fm/+BtuwXGNZI/5093">TS</a>]
01:24:59 ◼ ► team that built that motor 360 place a higher priority on design than than the [<a href="https://overcast.fm/+BtuwXGNZI/5099">TS</a>]
01:25:06 ◼ ► and Samsung who made their watches and even if they if they value designs much [<a href="https://overcast.fm/+BtuwXGNZI/5106">TS</a>]
01:25:11 ◼ ► as Apple they also have this higher priority of wanting to ship it as soon [<a href="https://overcast.fm/+BtuwXGNZI/5111">TS</a>]
01:25:16 ◼ ► clearly I guess in anticipation of a book coming out with something shipping [<a href="https://overcast.fm/+BtuwXGNZI/5116">TS</a>]
01:25:20 ◼ ► it before Apple does and so they were willing to compromise and ship this [<a href="https://overcast.fm/+BtuwXGNZI/5120">TS</a>]
01:25:23 ◼ ► thing with a black bar at the bottom of the circle which is ridiculous [<a href="https://overcast.fm/+BtuwXGNZI/5123">TS</a>]
01:25:26 ◼ ► so here's here's what's interesting is you know the cause the counter a deal [<a href="https://overcast.fm/+BtuwXGNZI/5126">TS</a>]
01:25:30 ◼ ► that's ok we're going to enter 81 for the market but in the meantime charging [<a href="https://overcast.fm/+BtuwXGNZI/5130">TS</a>]
01:25:34 ◼ ► people $225 for these things it's not just that though because think about it [<a href="https://overcast.fm/+BtuwXGNZI/5134">TS</a>]
01:25:39 ◼ ► if you if you're actually you realize that you only want notification for 122 [<a href="https://overcast.fm/+BtuwXGNZI/5139">TS</a>]
01:25:45 ◼ ► people do they need a screen that's a good question let's come back to them we [<a href="https://overcast.fm/+BtuwXGNZI/5145">TS</a>]
01:25:53 ◼ ► thank our third sponsor animals do one more segment on the show start with with [<a href="https://overcast.fm/+BtuwXGNZI/5153">TS</a>]
01:25:57 ◼ ► that with the watches and I think I know their longtime friend of the show our [<a href="https://overcast.fm/+BtuwXGNZI/5157">TS</a>]
01:26:03 ◼ ► good friends at igloo internet you'll actually liked listening to ATP podcast [<a href="https://overcast.fm/+BtuwXGNZI/5163">TS</a>]
01:26:11 ◼ ► this week and I'm just gonna steal the line from Marco which is always a good [<a href="https://overcast.fm/+BtuwXGNZI/5171">TS</a>]
01:26:16 ◼ ► if you if there's ever anything in your life that annoying it's a great idea for [<a href="https://overcast.fm/+BtuwXGNZI/5176">TS</a>]
01:26:20 ◼ ► new products in general if you can find something we're all of your options are [<a href="https://overcast.fm/+BtuwXGNZI/5180">TS</a>]
01:26:23 ◼ ► annoying and you can think of a way to build a version that's not annoying and [<a href="https://overcast.fm/+BtuwXGNZI/5183">TS</a>]
01:26:27 ◼ ► doesn't suck that's generally a good idea that's what it was done with [<a href="https://overcast.fm/+BtuwXGNZI/5187">TS</a>]
01:26:30 ◼ ► internet intranets suck so he has attacked the problem and built an [<a href="https://overcast.fm/+BtuwXGNZI/5190">TS</a>]
01:26:36 ◼ ► internet product that doesn't suck they have a new update that's coming soon [<a href="https://overcast.fm/+BtuwXGNZI/5196">TS</a>]
01:26:43 ◼ ► we've talked about it on the show before it's called unicorn and has a ton of new [<a href="https://overcast.fm/+BtuwXGNZI/5203">TS</a>]
01:26:46 ◼ ► features but the best part of it is integrated task management that will [<a href="https://overcast.fm/+BtuwXGNZI/5206">TS</a>]
01:26:51 ◼ ► change the way you stay on track with work include tasks can be assigned in [<a href="https://overcast.fm/+BtuwXGNZI/5211">TS</a>]
01:26:56 ◼ ► different ways depending on the work you're doing one of the coolest ways to [<a href="https://overcast.fm/+BtuwXGNZI/5216">TS</a>]
01:27:00 ◼ ► use tasks is creating them directly on your content [<a href="https://overcast.fm/+BtuwXGNZI/5220">TS</a>]
01:27:03 ◼ ► why do you need this while you're requesting update sonographic or text [<a href="https://overcast.fm/+BtuwXGNZI/5223">TS</a>]
01:27:09 ◼ ► you can create these tasks right on your content see your team can stay up to [<a href="https://overcast.fm/+BtuwXGNZI/5229">TS</a>]
01:27:13 ◼ ► date with what has to be done next to update the graphic or edit the text when [<a href="https://overcast.fm/+BtuwXGNZI/5233">TS</a>]
01:27:18 ◼ ► you're viewing content even if it's a blog entry [<a href="https://overcast.fm/+BtuwXGNZI/5238">TS</a>]
01:27:21 ◼ ► an event forum topic inside your igloo these tasks are all right there [<a href="https://overcast.fm/+BtuwXGNZI/5241">TS</a>]
01:27:26 ◼ ► informing everyone of all the tasks that have been completed and what needs [<a href="https://overcast.fm/+BtuwXGNZI/5246">TS</a>]
01:27:30 ◼ ► additional work you can assign tasks to yourself to teammates you can comment on [<a href="https://overcast.fm/+BtuwXGNZI/5250">TS</a>]
01:27:34 ◼ ► the tasks and you can keep all the changes from one place huge feature I [<a href="https://overcast.fm/+BtuwXGNZI/5254">TS</a>]
01:27:39 ◼ ► think this is obviously turned into more than just an internet it's more of a [<a href="https://overcast.fm/+BtuwXGNZI/5259">TS</a>]
01:27:43 ◼ ► project management platform for your small teams really great stuff it's a [<a href="https://overcast.fm/+BtuwXGNZI/5263">TS</a>]
01:27:49 ◼ ► free update for all include customers it's coming this summer you can learn [<a href="https://overcast.fm/+BtuwXGNZI/5269">TS</a>]
01:27:54 ◼ ► more about it here is where you go [<a href="https://overcast.fm/+BtuwXGNZI/5274">TS</a>]
01:27:56 ◼ ► igloo software dot com slash the talk show they are also a great stuff to [<a href="https://overcast.fm/+BtuwXGNZI/5276">TS</a>]
01:28:02 ◼ ► throw this out there it's free for up to 10 people not free for like a month just [<a href="https://overcast.fm/+BtuwXGNZI/5282">TS</a>]
01:28:07 ◼ ► free period for up to 10 people no obligation so if you have a team of [<a href="https://overcast.fm/+BtuwXGNZI/5287">TS</a>]
01:28:13 ◼ ► people working together did go check amount includes software dot com slash [<a href="https://overcast.fm/+BtuwXGNZI/5293">TS</a>]
01:28:18 ◼ ► the talk show great point I think bottom line is I i think you're you're saying [<a href="https://overcast.fm/+BtuwXGNZI/5298">TS</a>]
01:28:26 ◼ ► about do need only one occasion for two people do you need a screen on your rest [<a href="https://overcast.fm/+BtuwXGNZI/5306">TS</a>]
01:28:30 ◼ ► I to me the answer is no I don't think so just do before we actually get into [<a href="https://overcast.fm/+BtuwXGNZI/5310">TS</a>]
01:28:36 ◼ ► that and I'd actually what your take is as well as we've established back and [<a href="https://overcast.fm/+BtuwXGNZI/5316">TS</a>]
01:28:40 ◼ ► forth your products and says what's better than mine but with interesting [<a href="https://overcast.fm/+BtuwXGNZI/5320">TS</a>]
01:28:44 ◼ ► though is about these guys rushing to market is they can say that we're just [<a href="https://overcast.fm/+BtuwXGNZI/5324">TS</a>]
01:28:49 ◼ ► waiting but now they're walked into this paradigm right if it turns out that you [<a href="https://overcast.fm/+BtuwXGNZI/5329">TS</a>]
01:28:55 ◼ ► know the best sort of secondary device needs only to be screen was for example [<a href="https://overcast.fm/+BtuwXGNZI/5335">TS</a>]
01:29:01 ◼ ► like now there are like no other guy like they've set up a dead end [<a href="https://overcast.fm/+BtuwXGNZI/5341">TS</a>]
01:29:06 ◼ ► not now it's not just that they need to backtrack in like three you know they [<a href="https://overcast.fm/+BtuwXGNZI/5346">TS</a>]
01:29:12 ◼ ► actually put themselves more behind than they might have been otherwise so that [<a href="https://overcast.fm/+BtuwXGNZI/5352">TS</a>]
01:29:17 ◼ ► knew that that's what makes something like that particularly interesting if [<a href="https://overcast.fm/+BtuwXGNZI/5357">TS</a>]
01:29:20 ◼ ► they actually were pretty we're pursuing their own paradigm to start out with I [<a href="https://overcast.fm/+BtuwXGNZI/5360">TS</a>]
01:29:23 ◼ ► must say I don't know but I can't help but think that they are and you know [<a href="https://overcast.fm/+BtuwXGNZI/5363">TS</a>]
01:29:27 ◼ ► join us turned reviewed just went is explicitly called it you know what I [<a href="https://overcast.fm/+BtuwXGNZI/5367">TS</a>]
01:29:31 ◼ ► think it looks like is they've taken modern smartphones and trunk them to two [<a href="https://overcast.fm/+BtuwXGNZI/5371">TS</a>]
01:29:36 ◼ ► inches and put them on a wrist band and they gonna rest and we saw that works [<a href="https://overcast.fm/+BtuwXGNZI/5376">TS</a>]
01:29:40 ◼ ► with mobile right that's what Microsoft added taking it taking this conversation [<a href="https://overcast.fm/+BtuwXGNZI/5380">TS</a>]
01:29:44 ◼ ► full-circle they try they literally had a start button in the lower left right [<a href="https://overcast.fm/+BtuwXGNZI/5384">TS</a>]
01:29:50 ◼ ► left right and I think they might have had on the upper left justice to its up [<a href="https://overcast.fm/+BtuwXGNZI/5390">TS</a>]
01:29:56 ◼ ► with the same thing that you tap [<a href="https://overcast.fm/+BtuwXGNZI/5396">TS</a>]
01:29:56 ◼ ► with the same thing that you tap [<a href="https://overcast.fm/+BtuwXGNZI/5396">TS</a>]
01:30:00 ◼ ► start button and get a start menu and and go from there right in the eye [<a href="https://overcast.fm/+BtuwXGNZI/5400">TS</a>]
01:30:04 ◼ ► I really do think they're like their mobile shortcomings were first and [<a href="https://overcast.fm/+BtuwXGNZI/5404">TS</a>]
01:30:07 ◼ ► foremost because they just made a bad product they made a bad product because [<a href="https://overcast.fm/+BtuwXGNZI/5407">TS</a>]
01:30:11 ◼ ► they couldn't break out of the stop thinking and to me this is by far the [<a href="https://overcast.fm/+BtuwXGNZI/5411">TS</a>]
01:30:17 ◼ ► biggest criticism of Andhra and right where I have a few criticisms but the [<a href="https://overcast.fm/+BtuwXGNZI/5417">TS</a>]
01:30:20 ◼ ► biggest one is it's it's Windows Mobile 2.0 it's taking a smartphone and [<a href="https://overcast.fm/+BtuwXGNZI/5420">TS</a>]
01:30:26 ◼ ► cramming it onto your wrist and I i anytime you shifting the paradigm [<a href="https://overcast.fm/+BtuwXGNZI/5426">TS</a>]
01:30:32 ◼ ► shifting a device like I think we take histories and isn't that old by then we [<a href="https://overcast.fm/+BtuwXGNZI/5432">TS</a>]
01:30:38 ◼ ► can say pretty confidently that you have to change everything and they haven't [<a href="https://overcast.fm/+BtuwXGNZI/5438">TS</a>]
01:30:43 ◼ ► done that and yeah i'm for that reason alone plus some other reasons I'm very [<a href="https://overcast.fm/+BtuwXGNZI/5443">TS</a>]
01:30:49 ◼ ► skeptical you know and I've gotten some emails and I love them I do and I know [<a href="https://overcast.fm/+BtuwXGNZI/5449">TS</a>]
01:30:54 ◼ ► that my audience that the jersey just human nature as such and modern media is [<a href="https://overcast.fm/+BtuwXGNZI/5454">TS</a>]
01:31:00 ◼ ► such that whether it's really like national politics or whether it's [<a href="https://overcast.fm/+BtuwXGNZI/5460">TS</a>]
01:31:03 ◼ ► stacked that people tend to enjoy reading things that come from the people [<a href="https://overcast.fm/+BtuwXGNZI/5463">TS</a>]
01:31:08 ◼ ► who already think the way they think but I do I love the people who are like Big [<a href="https://overcast.fm/+BtuwXGNZI/5468">TS</a>]
01:31:13 ◼ ► and Rich Ansari daring fireball I like as their feedback to me I seldom change [<a href="https://overcast.fm/+BtuwXGNZI/5473">TS</a>]
01:31:19 ◼ ► my mind but I always consider it and it's you know to me it's a great [<a href="https://overcast.fm/+BtuwXGNZI/5479">TS</a>]
01:31:23 ◼ ► perspective and I've already gotten some emails from people you know and have you [<a href="https://overcast.fm/+BtuwXGNZI/5483">TS</a>]
01:31:28 ◼ ► know one of these wear watches already and they say that they like you know [<a href="https://overcast.fm/+BtuwXGNZI/5488">TS</a>]
01:31:33 ◼ ► I've ever gotten from people who tell me that glass is actually what are you [<a href="https://overcast.fm/+BtuwXGNZI/5493">TS</a>]
01:31:42 ◼ ► talking about relativity and basically you know as saying you know what I think [<a href="https://overcast.fm/+BtuwXGNZI/5502">TS</a>]
01:31:48 ◼ ► it's great i love having my notification right I just don't think it's I don't [<a href="https://overcast.fm/+BtuwXGNZI/5508">TS</a>]
01:31:55 ◼ ► dispute that there are some number of people who do like getting notifications [<a href="https://overcast.fm/+BtuwXGNZI/5515">TS</a>]
01:31:59 ◼ ► on your wrist and just looking at [<a href="https://overcast.fm/+BtuwXGNZI/5519">TS</a>]
01:32:01 ◼ ► and my big thing with the pebble that I just thought was the deal-breaker was [<a href="https://overcast.fm/+BtuwXGNZI/5521">TS</a>]
01:32:06 ◼ ► that ok I tried borne the battle and and God bless ml of their their you know [<a href="https://overcast.fm/+BtuwXGNZI/5526">TS</a>]
01:32:12 ◼ ► their gumption but you get a notification if it was something you had [<a href="https://overcast.fm/+BtuwXGNZI/5532">TS</a>]
01:32:17 ◼ ► to act on their you had to take your phone out right so it's you know the one [<a href="https://overcast.fm/+BtuwXGNZI/5537">TS</a>]
01:32:22 ◼ ► time I was wearing a couple at one time I work for a couple weeks that it was [<a href="https://overcast.fm/+BtuwXGNZI/5542">TS</a>]
01:32:27 ◼ ► actually useful as I was driving my car and going to pick up my son at school [<a href="https://overcast.fm/+BtuwXGNZI/5547">TS</a>]
01:32:32 ◼ ► and I got a text from my wife I forget what it was said but it was something I [<a href="https://overcast.fm/+BtuwXGNZI/5552">TS</a>]
01:32:36 ◼ ► it was actually useful for me to get the text but I needed to text back so I had [<a href="https://overcast.fm/+BtuwXGNZI/5556">TS</a>]
01:32:41 ◼ ► to and I do this I am literally a microphone at about I will not use my [<a href="https://overcast.fm/+BtuwXGNZI/5561">TS</a>]
01:32:46 ◼ ► phone while driving car I had to like pull over and you know park the car for [<a href="https://overcast.fm/+BtuwXGNZI/5566">TS</a>]
01:32:51 ◼ ► a second and texture it wasn't that much better than just feeling the phone [<a href="https://overcast.fm/+BtuwXGNZI/5571">TS</a>]
01:32:56 ◼ ► vibrate and you know waiting until I got to the school and take the phone and see [<a href="https://overcast.fm/+BtuwXGNZI/5576">TS</a>]
01:33:00 ◼ ► the text you know it wasn't an emergency it was not an emergency that was just [<a href="https://overcast.fm/+BtuwXGNZI/5580">TS</a>]
01:33:04 ◼ ► about had a Razorback the thing that we're has is they have the talk so that [<a href="https://overcast.fm/+BtuwXGNZI/5584">TS</a>]
01:33:09 ◼ ► if you do get a text in your hands are free you can you can speak your reply to [<a href="https://overcast.fm/+BtuwXGNZI/5589">TS</a>]
01:33:14 ◼ ► the so there is that and that's a huge step over people but to me it it is not [<a href="https://overcast.fm/+BtuwXGNZI/5594">TS</a>]
01:33:20 ◼ ► an inconvenience to me it's never felt like a burden to me to take my phone out [<a href="https://overcast.fm/+BtuwXGNZI/5600">TS</a>]
01:33:24 ◼ ► when I feel well I mean I think they've solved a problem that I don't think many [<a href="https://overcast.fm/+BtuwXGNZI/5604">TS</a>]
01:33:31 ◼ ► people have and i cant how many people have told me over the years all this [<a href="https://overcast.fm/+BtuwXGNZI/5611">TS</a>]
01:33:34 ◼ ► time that watches have been rumored as the next area of innovation a text I [<a href="https://overcast.fm/+BtuwXGNZI/5614">TS</a>]
01:33:38 ◼ ► can't even count the number of emails and tweets from people who say I used to [<a href="https://overcast.fm/+BtuwXGNZI/5618">TS</a>]
01:33:43 ◼ ► wear a watch we're watching I was in college whatever have a long watch since [<a href="https://overcast.fm/+BtuwXGNZI/5623">TS</a>]
01:33:48 ◼ ► I started carrying a cell phone I want to know the time I just take my phone [<a href="https://overcast.fm/+BtuwXGNZI/5628">TS</a>]
01:33:51 ◼ ► out so it was interesting is is i do think where it makes a big difference [<a href="https://overcast.fm/+BtuwXGNZI/5631">TS</a>]
01:33:55 ◼ ► actually for women especially if they carry their phone in their bags like my [<a href="https://overcast.fm/+BtuwXGNZI/5635">TS</a>]
01:33:59 ◼ ► own I mean just that's a very good point that it's it's harder to find [<a href="https://overcast.fm/+BtuwXGNZI/5639">TS</a>]
01:34:05 ◼ ► a phone in a bag than it is to find a phone in your front pocket and actually [<a href="https://overcast.fm/+BtuwXGNZI/5645">TS</a>]
01:34:09 ◼ ► in Asia most men carry bags as well that's another reason why the bigger [<a href="https://overcast.fm/+BtuwXGNZI/5649">TS</a>]
01:34:14 ◼ ► phones are our thing and so we've they've made these watches that are so [<a href="https://overcast.fm/+BtuwXGNZI/5654">TS</a>]
01:34:19 ◼ ► appealing to women with that the flight is like actually probably the best [<a href="https://overcast.fm/+BtuwXGNZI/5659">TS</a>]
01:34:24 ◼ ► market is women and these are ya like the listeners have to watch the video [<a href="https://overcast.fm/+BtuwXGNZI/5664">TS</a>]
01:34:31 ◼ ► right like I put it and she will give it away just it's it's it's it's really [<a href="https://overcast.fm/+BtuwXGNZI/5671">TS</a>]
01:34:37 ◼ ► addresses that points but anyway the one thing that watches have been best that [<a href="https://overcast.fm/+BtuwXGNZI/5677">TS</a>]
01:34:43 ◼ ► ever since when they were invented is telling time that's the one thing [<a href="https://overcast.fm/+BtuwXGNZI/5683">TS</a>]
01:34:47 ◼ ► everybody I think would agree is the one thing that you know the definition of a [<a href="https://overcast.fm/+BtuwXGNZI/5687">TS</a>]
01:34:51 ◼ ► watch everything else every other complications watches isn't a secondary [<a href="https://overcast.fm/+BtuwXGNZI/5691">TS</a>]
01:34:55 ◼ ► feature primary purpose is to find out what time it is and I think most people [<a href="https://overcast.fm/+BtuwXGNZI/5695">TS</a>]
01:35:02 ◼ ► the phone has proven to be a good enough solution and that you know I can't tell [<a href="https://overcast.fm/+BtuwXGNZI/5702">TS</a>]
01:35:09 ◼ ► you how many people have told me that the one thing want to specialize in [<a href="https://overcast.fm/+BtuwXGNZI/5709">TS</a>]
01:35:11 ◼ ► people like I always have my cell phone in my pocket I don't we're watching let [<a href="https://overcast.fm/+BtuwXGNZI/5711">TS</a>]
01:35:16 ◼ ► alone let alone everything else like people who might be texting you pictures [<a href="https://overcast.fm/+BtuwXGNZI/5716">TS</a>]
01:35:21 ◼ ► and longer texts and you know even on screen shots you know I don't know [<a href="https://overcast.fm/+BtuwXGNZI/5721">TS</a>]
01:35:27 ◼ ► there's just so many so many bizarre compromises in the design of this where [<a href="https://overcast.fm/+BtuwXGNZI/5727">TS</a>]
01:35:31 ◼ ► and pebbles the same way where it shows so few characters because you know it's [<a href="https://overcast.fm/+BtuwXGNZI/5731">TS</a>]
01:35:36 ◼ ► a tiny little you know one point six inch display and you can't just can't [<a href="https://overcast.fm/+BtuwXGNZI/5736">TS</a>]
01:35:41 ◼ ► show even like a text message is hard to fit on and want yeah yeah this is like [<a href="https://overcast.fm/+BtuwXGNZI/5741">TS</a>]
01:35:46 ◼ ► there's one thing watches are better at and even then people are going to wear [<a href="https://overcast.fm/+BtuwXGNZI/5746">TS</a>]
01:35:49 ◼ ► them how they wear them for something that is worth that and it's you know and [<a href="https://overcast.fm/+BtuwXGNZI/5749">TS</a>]
01:35:55 ◼ ► and again repeating myself everybody's made this point but it's also very [<a href="https://overcast.fm/+BtuwXGNZI/5755">TS</a>]
01:35:58 ◼ ► decidedly a generational thing you know younger you are the less like you [<a href="https://overcast.fm/+BtuwXGNZI/5758">TS</a>]
01:36:06 ◼ ► and less like you are to have ever wanna watch and therefore why would I do that [<a href="https://overcast.fm/+BtuwXGNZI/5766">TS</a>]
01:36:10 ◼ ► why would I buy a thing that just tells me the time I always know the time I got [<a href="https://overcast.fm/+BtuwXGNZI/5770">TS</a>]
01:36:13 ◼ ► my phone so i i i increasingly feel again I don't have a great products and [<a href="https://overcast.fm/+BtuwXGNZI/5773">TS</a>]
01:36:19 ◼ ► just kind of thinking through this stuff the rule is one I think there's going to [<a href="https://overcast.fm/+BtuwXGNZI/5779">TS</a>]
01:36:26 ◼ ► be a range I don't think there is a watch or enright what's there's a whole [<a href="https://overcast.fm/+BtuwXGNZI/5786">TS</a>]
01:36:31 ◼ ► bunch of devices there might be rings are right be watches it might be clips [<a href="https://overcast.fm/+BtuwXGNZI/5791">TS</a>]
01:36:35 ◼ ► there might be what you do with it might be like 10 different things and to I [<a href="https://overcast.fm/+BtuwXGNZI/5795">TS</a>]
01:36:40 ◼ ► think most of them won't have screens maybe there will be one or two that do [<a href="https://overcast.fm/+BtuwXGNZI/5800">TS</a>]
01:36:45 ◼ ► but I don't know I did especially screens as we know them which are [<a href="https://overcast.fm/+BtuwXGNZI/5805">TS</a>]
01:36:52 ◼ ► enormous energy hogs in which is the reason why you're here watch faster or [<a href="https://overcast.fm/+BtuwXGNZI/5812">TS</a>]
01:36:56 ◼ ► Android where watch has to be charged daley and I know I think I said this [<a href="https://overcast.fm/+BtuwXGNZI/5816">TS</a>]
01:37:02 ◼ ► last week when I was on the show but I just think people are I think so many [<a href="https://overcast.fm/+BtuwXGNZI/5822">TS</a>]
01:37:05 ◼ ► tech people are vastly vastly overestimating what an enormous burden [<a href="https://overcast.fm/+BtuwXGNZI/5825">TS</a>]
01:37:12 ◼ ► is to carry even a single device that needs charging daley and we've all made [<a href="https://overcast.fm/+BtuwXGNZI/5832">TS</a>]
01:37:16 ◼ ► this decision we all have to sit cited that having these modern cell phones is [<a href="https://overcast.fm/+BtuwXGNZI/5836">TS</a>]
01:37:21 ◼ ► important enough to do it but it's an enormous burden and every time you go to [<a href="https://overcast.fm/+BtuwXGNZI/5841">TS</a>]
01:37:26 ◼ ► the airport and you see people sitting grown men in suits sitting on the floor [<a href="https://overcast.fm/+BtuwXGNZI/5846">TS</a>]
01:37:30 ◼ ► so they can be in your pocket that's for one device [<a href="https://overcast.fm/+BtuwXGNZI/5850">TS</a>]
01:37:35 ◼ ► asking people to have a second device that you need to charge on a daily basis [<a href="https://overcast.fm/+BtuwXGNZI/5855">TS</a>]
01:37:39 ◼ ► and one which requires a proprietary weirdo charger thing that you have to [<a href="https://overcast.fm/+BtuwXGNZI/5859">TS</a>]
01:37:45 ◼ ► somehow carry around with you is again I'm not saying it's impossible you know [<a href="https://overcast.fm/+BtuwXGNZI/5865">TS</a>]
01:37:52 ◼ ► clearly the cellphone referral if if if it's possible to get everybody to carry [<a href="https://overcast.fm/+BtuwXGNZI/5872">TS</a>]
01:37:57 ◼ ► one device that needs charging daily it's possible to make them have to but [<a href="https://overcast.fm/+BtuwXGNZI/5877">TS</a>]
01:38:01 ◼ ► don't underestimate just how crazy it is that we've convinced everybody to carry [<a href="https://overcast.fm/+BtuwXGNZI/5881">TS</a>]
01:38:05 ◼ ► even one device that needs charging yet I don't think so I makes you just you [<a href="https://overcast.fm/+BtuwXGNZI/5885">TS</a>]
01:38:09 ◼ ► just said it exactly right if that one device can do with that other devices [<a href="https://overcast.fm/+BtuwXGNZI/5889">TS</a>]
01:38:16 ◼ ► them like we are convincing even more like I really don't think there's going [<a href="https://overcast.fm/+BtuwXGNZI/5896">TS</a>]
01:38:21 ◼ ► to be a screen because like there's a full one just imagine this is going to [<a href="https://overcast.fm/+BtuwXGNZI/5901">TS</a>]
01:38:27 ◼ ► be like the whole like the iPhone has no buttons the iWatch News screen but I [<a href="https://overcast.fm/+BtuwXGNZI/5907">TS</a>]
01:38:33 ◼ ► think you have to think about it like to think back to the iPod like what what [<a href="https://overcast.fm/+BtuwXGNZI/5913">TS</a>]
01:38:37 ◼ ► made the iPod's soul transformative it was that it removed features from music [<a href="https://overcast.fm/+BtuwXGNZI/5917">TS</a>]
01:38:44 ◼ ► players right there in music players on the market but Haley's Italy things to [<a href="https://overcast.fm/+BtuwXGNZI/5924">TS</a>]
01:38:48 ◼ ► to change controls in his part of it was the thousands on the pocket and and and [<a href="https://overcast.fm/+BtuwXGNZI/5928">TS</a>]
01:38:52 ◼ ► the design but a big part it was items it was that all this complex management [<a href="https://overcast.fm/+BtuwXGNZI/5932">TS</a>]
01:38:58 ◼ ► stuff was removed from the device input on a much more suitable device and and [<a href="https://overcast.fm/+BtuwXGNZI/5938">TS</a>]
01:39:04 ◼ ► they losing it using it felt like going downhill not up right exactly like in [<a href="https://overcast.fm/+BtuwXGNZI/5944">TS</a>]
01:39:08 ◼ ► all it did was was was like what [<a href="https://overcast.fm/+BtuwXGNZI/5948">TS</a>]
01:39:10 ◼ ► only it could do which is play music on the goal and actually managing play with [<a href="https://overcast.fm/+BtuwXGNZI/5950">TS</a>]
01:39:14 ◼ ► all that sort of stuff you did you did on your computer and I ice and overtime [<a href="https://overcast.fm/+BtuwXGNZI/5954">TS</a>]
01:39:20 ◼ ► that change like now my on my phone has never been connected my computer right [<a href="https://overcast.fm/+BtuwXGNZI/5960">TS</a>]
01:39:23 ◼ ► but that took like over a decade rate I think I think watches or these wearables [<a href="https://overcast.fm/+BtuwXGNZI/5963">TS</a>]
01:39:31 ◼ ► are going to start the same way they were their function will be something [<a href="https://overcast.fm/+BtuwXGNZI/5971">TS</a>]
01:39:34 ◼ ► that only they can do that they watch cannot do is probably the sensor stop [<a href="https://overcast.fm/+BtuwXGNZI/5974">TS</a>]
01:39:39 ◼ ► them is going to be I think that I do think there'll be a notification thing [<a href="https://overcast.fm/+BtuwXGNZI/5979">TS</a>]
01:39:42 ◼ ► but it will be the only your favourites to favorites on your phone like those [<a href="https://overcast.fm/+BtuwXGNZI/5982">TS</a>]
01:39:47 ◼ ► will be the only ones people bitch and moan about who it is but but in all the [<a href="https://overcast.fm/+BtuwXGNZI/5987">TS</a>]
01:39:53 ◼ ► other stuff will be on the phone there won't be there will be minimal if any [<a href="https://overcast.fm/+BtuwXGNZI/5993">TS</a>]
01:39:58 ◼ ► duplication between what one does and what the other does and on the flip side [<a href="https://overcast.fm/+BtuwXGNZI/5998">TS</a>]
01:40:02 ◼ ► I think Apple is going to try to make these not tech devices that look good [<a href="https://overcast.fm/+BtuwXGNZI/6002">TS</a>]
01:40:08 ◼ ► but fashion accessories that happen to have electronic functions right you've [<a href="https://overcast.fm/+BtuwXGNZI/6008">TS</a>]
01:40:14 ◼ ► gotta work backwards and it's a paraphrase it but it's a Steve Jobs [<a href="https://overcast.fm/+BtuwXGNZI/6014">TS</a>]
01:40:17 ◼ ► quote that you've got to work backwards from [<a href="https://overcast.fm/+BtuwXGNZI/6017">TS</a>]
01:40:21 ◼ ► the experience what it is you want to do to the technology and not the other way [<a href="https://overcast.fm/+BtuwXGNZI/6021">TS</a>]
01:40:26 ◼ ► around into me these Android where devices are exactly the opposite its [<a href="https://overcast.fm/+BtuwXGNZI/6026">TS</a>]
01:40:31 ◼ ► starting with and and Google even said this explicitly on stage at IO it's now [<a href="https://overcast.fm/+BtuwXGNZI/6031">TS</a>]
01:40:36 ◼ ► possible to build a smartphone like device that fits under arrest [<a href="https://overcast.fm/+BtuwXGNZI/6036">TS</a>]
01:40:41 ◼ ► true that that wasn't possible before that it's it's you know great increases [<a href="https://overcast.fm/+BtuwXGNZI/6041">TS</a>]
01:40:47 ◼ ► in miniaturization rate increases in you know you know just the ability to power [<a href="https://overcast.fm/+BtuwXGNZI/6047">TS</a>]
01:40:53 ◼ ► the power this little tiny screens even for a day does require new technology [<a href="https://overcast.fm/+BtuwXGNZI/6053">TS</a>]
01:40:58 ◼ ► and Bluetooth LTE is new technology so that you can actually maintain a [<a href="https://overcast.fm/+BtuwXGNZI/6058">TS</a>]
01:41:02 ◼ ► tethered connection even if no one day's battery life is crappy I think for a [<a href="https://overcast.fm/+BtuwXGNZI/6062">TS</a>]
01:41:06 ◼ ► watch but it says something that you can keep a Bluetooth and all the reviews [<a href="https://overcast.fm/+BtuwXGNZI/6066">TS</a>]
01:41:11 ◼ ► indicate that you do get a full day out of the thing that's new technology but [<a href="https://overcast.fm/+BtuwXGNZI/6071">TS</a>]
01:41:15 ◼ ► it's all working backwards from we can do this so led to do it and here it is [<a href="https://overcast.fm/+BtuwXGNZI/6075">TS</a>]
01:41:19 ◼ ► dead of starting with what would actually be a good experience for thing [<a href="https://overcast.fm/+BtuwXGNZI/6079">TS</a>]
01:41:23 ◼ ► you were arrested what would look good [<a href="https://overcast.fm/+BtuwXGNZI/6083">TS</a>]
01:41:25 ◼ ► know exactly how do I i have one more question for you [<a href="https://overcast.fm/+BtuwXGNZI/6085">TS</a>]
01:41:30 ◼ ► ok I'm actually curious your take on so much that's why we didn't tell my big [<a href="https://overcast.fm/+BtuwXGNZI/6090">TS</a>]
01:41:34 ◼ ► reason that I wear and where I'm I don't think the guy I think it's it's it's a [<a href="https://overcast.fm/+BtuwXGNZI/6094">TS</a>]
01:41:40 ◼ ► missed everything is Windows Mobile my other question is is what you think [<a href="https://overcast.fm/+BtuwXGNZI/6100">TS</a>]
01:41:45 ◼ ► about Google now I you know I did I think it's I wrote a little thing about [<a href="https://overcast.fm/+BtuwXGNZI/6105">TS</a>]
01:41:57 ◼ ► turns review today they do you think that's where there's the most potential [<a href="https://overcast.fm/+BtuwXGNZI/6117">TS</a>]
01:42:02 ◼ ► and Android wearables is that Google to me I think has best of breed speech [<a href="https://overcast.fm/+BtuwXGNZI/6122">TS</a>]
01:42:14 ◼ ► understanding speaking oil it works [<a href="https://overcast.fm/+BtuwXGNZI/6134">TS</a>]
01:42:17 ◼ ► everything and I think syria has gotten better I really do I use it all the time [<a href="https://overcast.fm/+BtuwXGNZI/6137">TS</a>]
01:42:22 ◼ ► walking away walking around the city while texting on to use the speech and [<a href="https://overcast.fm/+BtuwXGNZI/6142">TS</a>]
01:42:26 ◼ ► serious the umbrella term not Siri the intelligent agent but Siri the [<a href="https://overcast.fm/+BtuwXGNZI/6146">TS</a>]
01:42:31 ◼ ► hit the microphone next to the space bar dictator text it's gotten better got [<a href="https://overcast.fm/+BtuwXGNZI/6151">TS</a>]
01:42:36 ◼ ► more accurate and it has gotten the latency is improved and it works better [<a href="https://overcast.fm/+BtuwXGNZI/6156">TS</a>]
01:42:39 ◼ ► over cellular but it still is not as good as Google's and that's because I [<a href="https://overcast.fm/+BtuwXGNZI/6159">TS</a>]
01:42:43 ◼ ► think Google's is isn't standing still on that either right [<a href="https://overcast.fm/+BtuwXGNZI/6163">TS</a>]
01:42:46 ◼ ► best of breed Google's beds best of breed for speaking to a device and [<a href="https://overcast.fm/+BtuwXGNZI/6166">TS</a>]
01:42:50 ◼ ► understanding it quickly and I think there's a lot of potential there for [<a href="https://overcast.fm/+BtuwXGNZI/6170">TS</a>]
01:42:54 ◼ ► wearables but then my problem is I don't buy into the let Google know everything [<a href="https://overcast.fm/+BtuwXGNZI/6174">TS</a>]
01:42:59 ◼ ► about me I don't use Google Calendar I don't want cool I don't want to go [<a href="https://overcast.fm/+BtuwXGNZI/6179">TS</a>]
01:43:03 ◼ ► knowing my location I'm genuinely creeped out by all that well what if you [<a href="https://overcast.fm/+BtuwXGNZI/6183">TS</a>]
01:43:07 ◼ ► weren't creeped out though like to think that something that you would find [<a href="https://overcast.fm/+BtuwXGNZI/6187">TS</a>]
01:43:12 ◼ ► the reason the reason I ask is is to me I feel this is a there's a really [<a href="https://overcast.fm/+BtuwXGNZI/6192">TS</a>]
01:43:18 ◼ ► interesting interview with Vinod Khosla Ventures and and weary Page and Sergey [<a href="https://overcast.fm/+BtuwXGNZI/6198">TS</a>]
01:43:25 ◼ ► Brin earlier this week and and they talked about this a bit and I feel [<a href="https://overcast.fm/+BtuwXGNZI/6205">TS</a>]
01:43:31 ◼ ► they're just a fundamentally different view of computing between Google and [<a href="https://overcast.fm/+BtuwXGNZI/6211">TS</a>]
01:43:36 ◼ ► Apple and it really is personified right now boarded by Syrian forces school now [<a href="https://overcast.fm/+BtuwXGNZI/6216">TS</a>]
01:43:42 ◼ ► yeah I think that's a good point and I think I know you're going that and part [<a href="https://overcast.fm/+BtuwXGNZI/6222">TS</a>]
01:43:45 ◼ ► of it is I've been reading these reviews of the the where devices and a lot of [<a href="https://overcast.fm/+BtuwXGNZI/6225">TS</a>]
01:43:49 ◼ ► what you see on them isn't what you've asked for it what Google thinks you [<a href="https://overcast.fm/+BtuwXGNZI/6229">TS</a>]
01:43:52 ◼ ► wanna see right through you don't you don't say show me my flight it is it [<a href="https://overcast.fm/+BtuwXGNZI/6232">TS</a>]
01:43:58 ◼ ► you've put your flight your calendar and at a certain point google says hey [<a href="https://overcast.fm/+BtuwXGNZI/6238">TS</a>]
01:44:02 ◼ ► you've got you've gotta 1 p.m. flight and it's 10:30 in the morning and it's [<a href="https://overcast.fm/+BtuwXGNZI/6242">TS</a>]
01:44:06 ◼ ► going to take you at least 45 minutes to get there and and it it comes up you [<a href="https://overcast.fm/+BtuwXGNZI/6246">TS</a>]
01:44:11 ◼ ► didn't ask for it doesn't end and I've seen a couple of reviews mention weather [<a href="https://overcast.fm/+BtuwXGNZI/6251">TS</a>]
01:44:14 ◼ ► is like that like you'll get like a weather thing and one should dismiss it [<a href="https://overcast.fm/+BtuwXGNZI/6254">TS</a>]
01:44:19 ◼ ► there's no way to say show me that whether card I just dismissed they they [<a href="https://overcast.fm/+BtuwXGNZI/6259">TS</a>]
01:44:22 ◼ ► show you the weather when they think you know want to know about the weather and [<a href="https://overcast.fm/+BtuwXGNZI/6262">TS</a>]
01:44:26 ◼ ► that I think I would find that man well yeah but you know exactly it it's it's [<a href="https://overcast.fm/+BtuwXGNZI/6266">TS</a>]
01:44:32 ◼ ► they their view is anticipating your needs and like taking care of them for [<a href="https://overcast.fm/+BtuwXGNZI/6272">TS</a>]
01:44:38 ◼ ► you and it's it really is a very paid said like this [<a href="https://overcast.fm/+BtuwXGNZI/6278">TS</a>]
01:44:44 ◼ ► why the I'm feeling lucky but was there I'm feeling lucky is what Google thats [<a href="https://overcast.fm/+BtuwXGNZI/6284">TS</a>]
01:44:49 ◼ ► Google's ideal vision of Google search is that actually everyone always can hit [<a href="https://overcast.fm/+BtuwXGNZI/6289">TS</a>]
01:44:53 ◼ ► I feel lucky because it will always serve exactly the right result and but [<a href="https://overcast.fm/+BtuwXGNZI/6293">TS</a>]
01:44:58 ◼ ► their vision now is even past that it's like you don't even have to type [<a href="https://overcast.fm/+BtuwXGNZI/6298">TS</a>]
01:45:01 ◼ ► something in the box like they will know what you want in and give it to you and [<a href="https://overcast.fm/+BtuwXGNZI/6301">TS</a>]
01:45:05 ◼ ► it's like it really is no benefit to having earlier posted a tweet during low [<a href="https://overcast.fm/+BtuwXGNZI/6305">TS</a>]
01:45:13 ◼ ► of saying Google he post a picture of the scene from Wally where the fat [<a href="https://overcast.fm/+BtuwXGNZI/6313">TS</a>]
01:45:19 ◼ ► people are bad and sitting in chairs an alternate on there being a dress that go [<a href="https://overcast.fm/+BtuwXGNZI/6319">TS</a>]
01:45:22 ◼ ► Google and Apple are racing here in and I wrote a piece I might actually I think [<a href="https://overcast.fm/+BtuwXGNZI/6322">TS</a>]
01:45:27 ◼ ► Google is going there but I think Apple is very explicitly not going there and [<a href="https://overcast.fm/+BtuwXGNZI/6327">TS</a>]
01:45:34 ◼ ► it goes back to you know Steve Jobs saying the computer is a bicycle ride a [<a href="https://overcast.fm/+BtuwXGNZI/6334">TS</a>]
01:45:38 ◼ ► bicycle is still subject to a human's direction in humans proportion it's just [<a href="https://overcast.fm/+BtuwXGNZI/6338">TS</a>]
01:45:45 ◼ ► it just enhances that it's not it's not a self-driving cars like taking you [<a href="https://overcast.fm/+BtuwXGNZI/6345">TS</a>]
01:45:51 ◼ ► where you want to go and and you see that was serious serious doesn't [<a href="https://overcast.fm/+BtuwXGNZI/6351">TS</a>]
01:45:55 ◼ ► anticipate your needs it only responds to questions and I don't think that's a [<a href="https://overcast.fm/+BtuwXGNZI/6355">TS</a>]
01:46:00 ◼ ► technical limitation I think it's a philosophical one and and to me I think [<a href="https://overcast.fm/+BtuwXGNZI/6360">TS</a>]
01:46:05 ◼ ► that something that you know is very is really a question who's going on the [<a href="https://overcast.fm/+BtuwXGNZI/6365">TS</a>]
01:46:09 ◼ ► future because if if Google's right they will in the future because they're so [<a href="https://overcast.fm/+BtuwXGNZI/6369">TS</a>]
01:46:14 ◼ ► far ahead of everyone but if if if it's if computers stay a tool then apple and [<a href="https://overcast.fm/+BtuwXGNZI/6374">TS</a>]
01:46:23 ◼ ► they're they're using user experience on sort of stuff will continue to [<a href="https://overcast.fm/+BtuwXGNZI/6383">TS</a>]
01:46:28 ◼ ► differentiate them and maybe it's not either-or either you know maybe it's you [<a href="https://overcast.fm/+BtuwXGNZI/6388">TS</a>]
01:46:33 ◼ ► know bifurcation and you know 11 group of depending on your personality is [<a href="https://overcast.fm/+BtuwXGNZI/6393">TS</a>]
01:46:40 ◼ ► drawn to one side and once drawn to another and it comes back to I think [<a href="https://overcast.fm/+BtuwXGNZI/6400">TS</a>]
01:46:44 ◼ ► what Benedict haven't had written this week about that ever since 2007 iOS and [<a href="https://overcast.fm/+BtuwXGNZI/6404">TS</a>]
01:46:52 ◼ ► Android have been converging and they've been [<a href="https://overcast.fm/+BtuwXGNZI/6412">TS</a>]
01:46:54 ◼ ► China picking up the same for you know Google picked up drag drag from the top [<a href="https://overcast.fm/+BtuwXGNZI/6414">TS</a>]
01:46:59 ◼ ► for notifications first and then Andrew picked it up and Android picked up a [<a href="https://overcast.fm/+BtuwXGNZI/6419">TS</a>]
01:47:04 ◼ ► whole bunch of features that I was way ahead of them on you know when I but [<a href="https://overcast.fm/+BtuwXGNZI/6424">TS</a>]
01:47:08 ◼ ► then eventually they picked up both of them got all the low-hanging fruit and [<a href="https://overcast.fm/+BtuwXGNZI/6428">TS</a>]
01:47:11 ◼ ► with this year's iOS aid and Andrea del announcements now you're seeing them go [<a href="https://overcast.fm/+BtuwXGNZI/6431">TS</a>]
01:47:16 ◼ ► in different directions and I think you're you're talking about the same [<a href="https://overcast.fm/+BtuwXGNZI/6436">TS</a>]
01:47:18 ◼ ► sort of thing i think is you know and I you know maybe they're both sustainable [<a href="https://overcast.fm/+BtuwXGNZI/6438">TS</a>]
01:47:24 ◼ ► maybe it's not you know but that they appealed a very different people I don't [<a href="https://overcast.fm/+BtuwXGNZI/6444">TS</a>]
01:47:27 ◼ ► know I think one of the most telling things I i've read about Android where [<a href="https://overcast.fm/+BtuwXGNZI/6447">TS</a>]
01:47:31 ◼ ► I'm reading about it but it was ron Amedeo those review and Ars Technica [<a href="https://overcast.fm/+BtuwXGNZI/6451">TS</a>]
01:47:37 ◼ ► Android we're just the software which when I first started reading it I [<a href="https://overcast.fm/+BtuwXGNZI/6457">TS</a>]
01:47:43 ◼ ► thought I expected to roll my eyes because I thought it was weird idea to [<a href="https://overcast.fm/+BtuwXGNZI/6463">TS</a>]
01:47:49 ◼ ► review the software in the abstract as opposed to the actual experience of the [<a href="https://overcast.fm/+BtuwXGNZI/6469">TS</a>]
01:47:55 ◼ ► watches on the actual devices but to their credit cards did have reviews of [<a href="https://overcast.fm/+BtuwXGNZI/6475">TS</a>]
01:48:02 ◼ ► the watches but and ron's review of just and right where was interesting because [<a href="https://overcast.fm/+BtuwXGNZI/6482">TS</a>]
01:48:07 ◼ ► it just sort of focus on the philosophy of it and he emphasized these things [<a href="https://overcast.fm/+BtuwXGNZI/6487">TS</a>]
01:48:11 ◼ ► that a lot of what you see on it is what Google thinks you want to see and that [<a href="https://overcast.fm/+BtuwXGNZI/6491">TS</a>]
01:48:16 ◼ ► you know and he mentioned specifically with the weather that it was frustrating [<a href="https://overcast.fm/+BtuwXGNZI/6496">TS</a>]
01:48:19 ◼ ► they couldn't just bring it back up and that to me would be maddening but I [<a href="https://overcast.fm/+BtuwXGNZI/6499">TS</a>]
01:48:24 ◼ ► think it's also very telling about the philosophy behind it [<a href="https://overcast.fm/+BtuwXGNZI/6504">TS</a>]
01:48:29 ◼ ► no no I think you're exactly right that it is Philip philosophical differences [<a href="https://overcast.fm/+BtuwXGNZI/6509">TS</a>]
01:48:35 ◼ ► is that exactly and I saw the whole thing but I saw the interview with [<a href="https://overcast.fm/+BtuwXGNZI/6515">TS</a>]
01:48:41 ◼ ► that up to the interview with Sir J and yeah I think that the gist of it was [<a href="https://overcast.fm/+BtuwXGNZI/6521">TS</a>]
01:48:48 ◼ ► that he was saying that eventually the algorithms gonna be smarter than us [<a href="https://overcast.fm/+BtuwXGNZI/6528">TS</a>]
01:48:50 ◼ ► right I mean it really it's interesting to i think this is this is part of the [<a href="https://overcast.fm/+BtuwXGNZI/6530">TS</a>]
01:48:55 ◼ ► thing why Google you know is tends to have a toehold on kind of geeks in [<a href="https://overcast.fm/+BtuwXGNZI/6535">TS</a>]
01:49:02 ◼ ► general is like this always kind of been been a very geeky domain [<a href="https://overcast.fm/+BtuwXGNZI/6542">TS</a>]
01:49:07 ◼ ► kids aren't afraid of AI they're not afraid of robots rape like they're [<a href="https://overcast.fm/+BtuwXGNZI/6547">TS</a>]
01:49:11 ◼ ► they're intrigued by them they're drawn to them like moths to a flame right and [<a href="https://overcast.fm/+BtuwXGNZI/6551">TS</a>]
01:49:16 ◼ ► Google has always been very much in that sort of vibe and but what's really [<a href="https://overcast.fm/+BtuwXGNZI/6556">TS</a>]
01:49:21 ◼ ► interesting is gonna be you see it starting to play out now even more ease [<a href="https://overcast.fm/+BtuwXGNZI/6561">TS</a>]
01:49:26 ◼ ► as tech has spent the last twenty thirty years ed itself right we've disrupted [<a href="https://overcast.fm/+BtuwXGNZI/6566">TS</a>]
01:49:31 ◼ ► other and all that sort of stuff but now as it's touching every part of society [<a href="https://overcast.fm/+BtuwXGNZI/6571">TS</a>]
01:49:35 ◼ ► you're getting like people who don't think about this [<a href="https://overcast.fm/+BtuwXGNZI/6575">TS</a>]
01:49:39 ◼ ► who who really do see computers as tools right there they help them get stuff [<a href="https://overcast.fm/+BtuwXGNZI/6579">TS</a>]
01:49:43 ◼ ► done the other encountering this our house at like Facebook and and and the [<a href="https://overcast.fm/+BtuwXGNZI/6583">TS</a>]
01:49:48 ◼ ► testing all that which in most cases they be testing but to what the hell's [<a href="https://overcast.fm/+BtuwXGNZI/6588">TS</a>]
01:49:53 ◼ ► going on here right and I think it's gonna be really intrigued to see as this [<a href="https://overcast.fm/+BtuwXGNZI/6593">TS</a>]
01:49:58 ◼ ► kind of coalition happens with society as a whole and they start waking up to [<a href="https://overcast.fm/+BtuwXGNZI/6598">TS</a>]
01:50:02 ◼ ► like to this kind of like what what is almost were used to I suspect that [<a href="https://overcast.fm/+BtuwXGNZI/6602">TS</a>]
01:50:10 ◼ ► actually that I i think is going to play out more in the computers as tools and [<a href="https://overcast.fm/+BtuwXGNZI/6610">TS</a>]
01:50:16 ◼ ► get some most people view them in want them to operate but maybe Google's right [<a href="https://overcast.fm/+BtuwXGNZI/6616">TS</a>]
01:50:21 ◼ ► and people do want you know personal assistants algorithms can deliver [<a href="https://overcast.fm/+BtuwXGNZI/6621">TS</a>]
01:50:28 ◼ ► satisfying superior yeah our superior right now and it's not even knew it on [<a href="https://overcast.fm/+BtuwXGNZI/6628">TS</a>]
01:50:35 ◼ ► it's certainly not a new direction for Google its its new terrain in the same [<a href="https://overcast.fm/+BtuwXGNZI/6635">TS</a>]
01:50:40 ◼ ► direction you know like Google News that's the whole point between Google [<a href="https://overcast.fm/+BtuwXGNZI/6640">TS</a>]
01:50:44 ◼ ► News that you could which you know that project product for them anymore but the [<a href="https://overcast.fm/+BtuwXGNZI/6644">TS</a>]
01:50:51 ◼ ► that Google could algorithmically predict the most important news and news [<a href="https://overcast.fm/+BtuwXGNZI/6651">TS</a>]
01:50:56 ◼ ► I guess personalize the most appealing to you as opposed to the editors of The [<a href="https://overcast.fm/+BtuwXGNZI/6656">TS</a>]
01:51:01 ◼ ► New York Times or you know the varied for technology or whatever what's so [<a href="https://overcast.fm/+BtuwXGNZI/6661">TS</a>]
01:51:09 ◼ ► interesting though is his Google big product still is today [<a href="https://overcast.fm/+BtuwXGNZI/6669">TS</a>]
01:51:12 ◼ ► search and search is actually much more if we're going to call this device like [<a href="https://overcast.fm/+BtuwXGNZI/6672">TS</a>]
01:51:17 ◼ ► an apple the Apple side of things like you it's directed you go there and you [<a href="https://overcast.fm/+BtuwXGNZI/6677">TS</a>]
01:51:23 ◼ ► put in a word and you click the button press one Google product that Steve Jobs [<a href="https://overcast.fm/+BtuwXGNZI/6683">TS</a>]
01:51:28 ◼ ► adamantly said is a great product [<a href="https://overcast.fm/+BtuwXGNZI/6688">TS</a>]
01:51:30 ◼ ► exactly and it's and it's funny because while Google is pushing for is is [<a href="https://overcast.fm/+BtuwXGNZI/6690">TS</a>]
01:51:36 ◼ ► actually different than what they're big successful product is yeah yeah that's a [<a href="https://overcast.fm/+BtuwXGNZI/6696">TS</a>]
01:51:43 ◼ ► briefly cuz I wanna go past the two hour mark but there was one last thing I [<a href="https://overcast.fm/+BtuwXGNZI/6703">TS</a>]
01:51:47 ◼ ► wanted to speak to you about well as you know that if I didn't is that just [<a href="https://overcast.fm/+BtuwXGNZI/6707">TS</a>]
01:51:54 ◼ ► yesterday broke that Apple has hired yet take your yea yea Sales Director sales [<a href="https://overcast.fm/+BtuwXGNZI/6714">TS</a>]
01:52:04 ◼ ► executive from TAG Heuer of high-end luxury watch brand which is part of an [<a href="https://overcast.fm/+BtuwXGNZI/6724">TS</a>]
01:52:11 ◼ ► independent brain it's part of LBM LBM ages louisvuitton what they made it down [<a href="https://overcast.fm/+BtuwXGNZI/6731">TS</a>]
01:52:22 ◼ ► well it's a free everything alright so anyway French conglomerate that owns [<a href="https://overcast.fm/+BtuwXGNZI/6742">TS</a>]
01:52:28 ◼ ► louisvuitton Tennessee you know it's true conglomerate as part of their [<a href="https://overcast.fm/+BtuwXGNZI/6748">TS</a>]
01:52:34 ◼ ► rights so you know I think it's fair to say that any company that owns for us [<a href="https://overcast.fm/+BtuwXGNZI/6754">TS</a>]
01:52:41 ◼ ► both louisvuitton and the champagne and cognac brand but obviously there is a [<a href="https://overcast.fm/+BtuwXGNZI/6761">TS</a>]
01:52:49 ◼ ► certain you know luxury quality branding [<a href="https://overcast.fm/+BtuwXGNZI/6769">TS</a>]
01:52:57 ◼ ► they've hired a sales executive and that joins who came from Yves Saint Laurent [<a href="https://overcast.fm/+BtuwXGNZI/6777">TS</a>]
01:53:04 ◼ ► and most famously in July Lawrence and said that I will include dr dre Anna [<a href="https://overcast.fm/+BtuwXGNZI/6784">TS</a>]
01:53:16 ◼ ► group in and that's all I said last night and I realize luxuries the wrong [<a href="https://overcast.fm/+BtuwXGNZI/6796">TS</a>]
01:53:27 ◼ ► added that I including of island Dr Dre because I don't think but I don't think [<a href="https://overcast.fm/+BtuwXGNZI/6807">TS</a>]
01:53:33 ◼ ► luxuries the right word to explain these hires it's about some kind of like [<a href="https://overcast.fm/+BtuwXGNZI/6813">TS</a>]
01:53:37 ◼ ► circling around taste style branding brand though it's a luxury brand right [<a href="https://overcast.fm/+BtuwXGNZI/6817">TS</a>]
01:53:46 ◼ ► well and then I said here's where I think when people say I'm worried about [<a href="https://overcast.fm/+BtuwXGNZI/6826">TS</a>]
01:53:49 ◼ ► this I'm worried about the direction Apple's going is about this the iPhone [<a href="https://overcast.fm/+BtuwXGNZI/6829">TS</a>]
01:53:53 ◼ ► is nothing like Burke 23 by like a $6,000 Symbian phone calls on it [<a href="https://overcast.fm/+BtuwXGNZI/6833">TS</a>]
01:54:01 ◼ ► impeaches like virtue either right because I never see people walking down [<a href="https://overcast.fm/+BtuwXGNZI/6841">TS</a>]
01:54:05 ◼ ► the street with her two phones but every single day in Philadelphia I see people [<a href="https://overcast.fm/+BtuwXGNZI/6845">TS</a>]
01:54:09 ◼ ► were especially a note on my tensions and apple bottom I see him every day I [<a href="https://overcast.fm/+BtuwXGNZI/6849">TS</a>]
01:54:14 ◼ ► see people wearing beat every single day in philadelphia and Bertuzzi its beaches [<a href="https://overcast.fm/+BtuwXGNZI/6854">TS</a>]
01:54:20 ◼ ► like an apple luxury brand where it's accessible luxury and depending on your [<a href="https://overcast.fm/+BtuwXGNZI/6860">TS</a>]
01:54:25 ◼ ► taste in music you know it's as good of I don't get ready like that sound right [<a href="https://overcast.fm/+BtuwXGNZI/6865">TS</a>]
01:54:34 ◼ ► I know it's not technically accurate right it's you know you know but most [<a href="https://overcast.fm/+BtuwXGNZI/6874">TS</a>]
01:54:41 ◼ ► people don't feel like they're sacrificing her to you're sacrificing [<a href="https://overcast.fm/+BtuwXGNZI/6881">TS</a>]
01:54:44 ◼ ► right exactly yeah and don't you think you know and quality you know and it's [<a href="https://overcast.fm/+BtuwXGNZI/6884">TS</a>]
01:54:53 ◼ ► certain scent I heard you know somebody told me for example this is this is it I [<a href="https://overcast.fm/+BtuwXGNZI/6893">TS</a>]
01:54:57 ◼ ► don't know a lot of really didn't know about that one guy wrote me and said you [<a href="https://overcast.fm/+BtuwXGNZI/6897">TS</a>]
01:55:03 ◼ ► the amazing return policy and it takes care of you like he said i buy a pair [<a href="https://overcast.fm/+BtuwXGNZI/6903">TS</a>]
01:55:08 ◼ ► beat cost me 300 bucks and like nine months later they broke I took them back [<a href="https://overcast.fm/+BtuwXGNZI/6908">TS</a>]
01:55:12 ◼ ► and they just took him in game in new parent no questions asked and you don't [<a href="https://overcast.fm/+BtuwXGNZI/6912">TS</a>]
01:55:17 ◼ ► get that from other companies yeah people happy in building a relationship [<a href="https://overcast.fm/+BtuwXGNZI/6917">TS</a>]
01:55:21 ◼ ► I don't know I don't know a ton about you know specifically what what what [<a href="https://overcast.fm/+BtuwXGNZI/6921">TS</a>]
01:55:27 ◼ ► strikes me about these more interest in nineteen your take on beat but just [<a href="https://overcast.fm/+BtuwXGNZI/6927">TS</a>]
01:55:32 ◼ ► under one or two could be an outlier but it seems to be a trend yeah I mean to me [<a href="https://overcast.fm/+BtuwXGNZI/6932">TS</a>]
01:55:38 ◼ ► that that suggests one that the wearable thing is multiple things to that they're [<a href="https://overcast.fm/+BtuwXGNZI/6938">TS</a>]
01:55:46 ◼ ► they're focused on fashion first night you know I miss that word fashions an [<a href="https://overcast.fm/+BtuwXGNZI/6946">TS</a>]
01:55:50 ◼ ► important word I think but three I thought I was most of this guy was the [<a href="https://overcast.fm/+BtuwXGNZI/6950">TS</a>]
01:55:55 ◼ ► Sales Director yet because that's a that's a completely different kettle of [<a href="https://overcast.fm/+BtuwXGNZI/6955">TS</a>]
01:55:59 ◼ ► fish then then retail which they already do or or the CBO which you could [<a href="https://overcast.fm/+BtuwXGNZI/6959">TS</a>]
01:56:05 ◼ ► certainly see him time or into the product side of things but this guy is [<a href="https://overcast.fm/+BtuwXGNZI/6965">TS</a>]
01:56:09 ◼ ► not doing product is not actually making the things he's telling me has [<a href="https://overcast.fm/+BtuwXGNZI/6969">TS</a>]
01:56:13 ◼ ► connections with the Department these Asian department stores that sell [<a href="https://overcast.fm/+BtuwXGNZI/6973">TS</a>]
01:56:18 ◼ ► products or with you know the the duty free shops in like over here that i'm [<a href="https://overcast.fm/+BtuwXGNZI/6978">TS</a>]
01:56:27 ◼ ► not really more about like that that sell that have a way back this that's el [<a href="https://overcast.fm/+BtuwXGNZI/6987">TS</a>]
01:56:31 ◼ ► nino champagne at sell all the perfumes I think they're sort of stuff that's [<a href="https://overcast.fm/+BtuwXGNZI/6991">TS</a>]
01:56:39 ◼ ► super interesting because it's just that it's not that Apple's new product that I [<a href="https://overcast.fm/+BtuwXGNZI/6999">TS</a>]
01:56:42 ◼ ► bought a new channel new distribution strategy and I would suspect that [<a href="https://overcast.fm/+BtuwXGNZI/7002">TS</a>]
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02:01:16 ◼ ► important than other alright let's call it a show Ben Thompson thank you [<a href="https://overcast.fm/+BtuwXGNZI/7276">TS</a>]
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