Samsung’s new folds, flips, and Apple clones
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You can learn how stripe helps companies of all sizes make progress at stripe dot com that striped out com to learn more, right, make progress. How on walking very chest, the flagship podcast of saying they don't look like air podds at all, not even a little bit. They know those aren't ap pod s.

That's not. They sure they look like airports, but they don't stop IT. Anyway, we going to talk about samsung impacted to and your friendly David pierce here.

Hi, I feel like we just didn't talk about them, you through them the whole thing again. So good friends zero .

ox are your friend who .

thinks they're not really airports. If they got cool lights on them, right like that changes the game short in .

the same way that buying knock off airpower, ds and canal state changes the game. I sure in texas for OK.

I I am totally OK. I am, I am far away from the hurricane. We didn't even get any rain here, sucked.

Sorry to everybody who doesn't have power. That also sucks. Stay cool.

If if you please, or, you know, talk to your local elected or profanities. And there's a lot to say there. My favorite story of the heroine, if you can have a favorite story from a giant heroine, is caused a greater for old.

Way to start a story is the people like the texas party utilities don't have apps. So people are using the water burgers APP. I T find what areas to have black s because the water .

burgers are line ls.

it's, uh, for life finds away, you know, say life finds a way alright. Well, hopefully can uh, be a little ray of sunshine in this time if you are sucked down there. There's a lot of gad suck about something did have impact bunch of phones.

Motorola has new flip phones, which else and reviewed there's much a streaming news. Alex, today was once again honey for David's azov and slack quite openly. That was a real thing that happened today.

It's all this, and we know any rent unsponsored is always, I am trying to sell our soul here. people. We get a lot of increase, I will say. So we get a lot of inquiries at Price once that are entirely too low for my soul. Just keep that in mind .

where reasonable cost for your .

soul we're trying to buy boats or right, not Dennis, that's writing is not .

thing is that's going on a shirt. I don't know what it's advertising, but we're .

putting that on a short I can buy my own unicorn floods for my daughter need alright, let's get into a David toss about unpacked IT was .

like a big one yet I sort of this is a very weird year. So samsung, I think, probably tries the hardest of any attack company to have cool events. Would you I say that's fair, like apple has the big ones, but they're increasingly like add apple park in a theater. They make a video with that kind of, know how are doing IT. Samsung is like, samsung tries so hard, like, so hard.

So I can explain this because we have been talking about this very long time and it's got a weirder in a weird way, like the weirdness of IT is getting weird. Is itself weird. yeah.

Okay, do you know? I mean, like the mechanism of weirdness is getting so apple for the longest time had like massive cultural influence, like Steve jaws like and his cold play. They're to tell you how good the ipod.

yes. Bonos on stage one year famously scrubs from the internet. Conney west closed out a wwdc by playing gold digger.

Is that true?

And let me tell you that audience did not scream, preen up dead side. IT is impossible to find this video that is, is removed. Apple just deleted.

IT, wow. The coney is like, how do we want Green up? And I was just like, we do not, sir, you work at one apple .

of play just because I under NBA that was.

So where the weekend has played at A W. C. A is a straight singing about cocaine at ten thirty in the morning.

weird. But apple is able to do IT like their brand has the cultural capacity for these moments. And now they don't, which is weird, like they've gotten so corporate, they're making information.

Al, so I D I tried to use these I tools and I could and like that's like, it's weird. It's a qvc, but they still have the cash. Samsung has been trying to buy IT for years.

So they're like, I know here's a broadway to him about how women can't use phones. It's just a real thing they did. That's a real story.

Here's more famous people. Sydney sweeney was at this fan, which we should talk about very odd. That was sydney wen at this point. So they keep trying to buy celebrities and influencers to get to the level of cultural relevance that apple has long had. But apple doesn't actually, they're not that company, but they're just bigger recognition state.

And I will say two samsung credit. I mean, speaking of nation states, jesus. But to samsung credit, IT is still very invested in doing these things live in a way that apple has gone full. Let's all sit here and watch a video. Samsung is like trying to create spectacle in a way that I I kind of appreciate.

I appreciate, but that's the mechanism of the weirdness is getting weird like that's been the disconnect is like apple's the cool and apple and sunshine to buy the coolness. yeah. Now it's like apple does even try to be cool, like whatever.

But one thing about being cool, that's how to actually be cool.

They're just like IT over and samsung, like here's even more more stuff like more hype.

more here, sydney sweeney.

Here, sydney sweeney having like have been forced to react till like a deep fake.

Yes, let's come back to that hope. But this one was they did IT in paris, which on the one hand makes a certain kind of sense because paris is it's where the olympics is happening. The somewhere is a big deal or a neither hand makes no sense because it's two weeks until the olympic, not like it's the middle of the olympics, like it's this long break olympics.

It's just weird the teams I picked to this, but whatever they didn't imparts, lots of people went. They seem to fly in a ton of like creators and influences of people. Lots of folks.

And paris, we didn't have anybody there, but lots folks are there. And had I what seemed like a giant, like where, how seized thear thing IT was like the same sung then. And then like a, like a really dirty rave, was like, divide I got from this building. So paris, yes, there to sha and IT was the reason i'm so hang up on the apple comparison here is because samsung basically got up and launched a bunch of apple products like like in a very direct real way, launched a bunch of apple products and they launched funds that I think they are cool.

interesting that we should talk about in the ring. But they're too in particularly .

like a .

apple and and it's just samsung is like doing a weird thing where IT is becoming less samsung all the time and it's doing google AI plus apple hardware and and kind of pretending that that is samsung. And I think that's bizarre.

Isn't that what happens when you work on saturdays? You just say, what if we take these two and mission .

cut our costs by just the design teams is entirely yeah, I don't know. Let's just do the two apple ones first because other products are fundamentally more interesting, right? So it's the galaxy budd and the galaxy bud's pro, which just fully looked like airports ds and airports s right? right?

Yeah, they used to look like little beans. Yeah, and they were kind of cool. Like I did, wouldn't buy them, but they were kind of cool. And now they look like airports apods .

s they got stamps .

are a little bit more angular. They do have L S on them. I I appreciate more than that. Almost any other thing you can add that.

you know, SHE want is L S. Right next year, ear canal, where you will see them all the time.

Perfect sense where everyone else .

can I think people should be be like that .

is listening tunes is only like pulses with their music yeah .

you like RGB late for public speak effects for so no one else can see them and you can, no one else can hear you are listening to and you can see the lights. That's the place for party speaker ties. So, you know, we're at this weird place in headphone ville, where the best headphones to buy for your phone are often the one that the phone maker makes.

Yes, because they have all copper blue tube is a standard and built proprietary features for their own products. We didn't do this driver theyve all done IT, but whether or not you think that's good at bit, they've all done IT. Apple has done IT with air pods where they use blue tooth put in their future proprietary features.

Something is on the alley about schoo has a fixed, just down the line. Everyone's approach. This is if you want the cool lest stuff, you have to buy our proprietary ear buds. And if god help you, if you want to use the galley, but with an iphone there, there just fall back to pluto. So if you're a galaxy owner like you have a samsung g phone, I think the question is whether you want to advertise IT with the stuff in your ears.

Well, I think exactly differently. I think if you're samsung, there is a perfectly reasonable set of decisions you make to land on.

We should just make our podds, which is, uh, they cited the evidence and there is some evidence out there that basic shape is actually more comfortable for more people uh, with the the stamp baLances the weight IT also points a microphone towards your mouth instead of the microphone just sort of pointing out to the side of your head, which a lot of these things do uh, but also I am curious if you guys feel this way. But in in my circle, at least there is airports and there is knock off airports. And that is that is the perception of wireless headphones.

Everybody knows what airports are. And then all the other ones are like, oh, those aren't airports. And I feel like if you're same sung, you're like, okay, well, we want something that integrates and if IT happens to add a gLance, look like air pods. And so people think their ap pod s, that's actually not the worst thing in the world. And I think like maybe IT is that simple?

Yeah no, I think we're saying the same thing in side of different ways. Like do you want your headphones to advertise? They are not from apple and that means you don't have an iphone.

I think a lot of companies have killed themselves trying to differentiate from apple. We are not apple turns out to be like a pretty bad branding exercise most time.

I don't think samsung ever done that. They've always kind of been like, yeah, we're apple. But for android, like oh, you live in any other part of the world where apple doesn't make sense, it's too expense whatever.

No, samsung waxes and wings. So we are not apple. There have been times of maximum. We are not apple from samsung. And I think this is a low yeah like this is very much a low point in samsung. Like are we totally differently? Like every four years they had bigger phones and they were just like they are making the ads that you know, people staying in line for the iphone and then someone come back with like a surfboard sized and sound.

So the point that that that marketing actually worked against apple came up in various lower seeds, like apple executives were saying, like samsung branding was causing market your loss, like very famous, like social shows are screaming IT apples add agency because that was work. And IT turned out was just the screens are bigger than people love, big sheep screens and the apples. Here's the other one, six and I just stop. 应该 不。

Yeah I mean, and it's worth pointing out that all of this is incredibly cynical, right? Like apple spends most of its time building features into the iphone that are exist on android devices, apple got bigger phones away after the whole android university. Like everybody is just perpetually shoving towards each other at all times.

Yeah, it's just particularly daring when you see IT in something as simple as shape as these head. Vos, because it's not just like a slab of glass in the way that all phones are. B, there are a lot of shapes that headphones can be. And I don't know that there is necessarily like a perfect correct way for headphones to be, but we've just decided that I podds of the thing. And it's very clear that Samson looked at IT and said, airpower ds of the thing, and the best smart st thing we can do .

is just make airpower. I just point out the shapes of headphones, the designs ones headphones all much more varied in competitive when the headphone jack was so in front, just onna say IT out when there was an open interconnect that I have for high quality audio passing your device. That happens. The variability in the market, variability in styles was real, was big. Also, as someone for .

whom airports don't feel great in my ears, it's a role number of that. This is what we've decided.

Yeah so we'll say there's the two sides on the galaxy about. There's the pro which are in ids and then there's the regular ones which are more airports which are like .

and they just hanging like in there.

you know. And we are to do the test, we got to try out. Always curious to see if anybody is actually managed to make bluetooth call audio and good.

Uh, here in new york city, the number of people who use wired headphones all day long IT feels like I just going up, I think just like over IT, which is interesting. But that's in new york. It's everywhere. So i'll see where review the things. The other major you just made in apple products is the galaxy watch ultra.

This thing is actually the worst offender of the great.

So ad.

yeah, I mean, it's first called all the ultra. They've added icons like the menu switcher daily, the homework reen is the apple watch sunscreen. They even watch you with an orange band .

and a quick button.

and a quick button which is orange. The colors are the same. weird. We are all around.

It's yeah it's just like a full on copy, right? Like the I think the only feels like the only really big difference is the score cal safe. Which I absolutely hate that word I wanted to die, agreed.

But the crown doesn't turn and the crown doesn't what he does. But IT doesn't .

score yeah with the fact that IT doesn't scroll but IT turns is just like mine boggling to me yeah.

I just added I am so torn on this yet again because I think on the one hand, what we've in the last couple of years is that apple got the watch ultra really right in a lot of ways, right? Like IT went super hard. This idea that this is a thing for people who are going to use IT aggressively outdoors.

So we're going to optimize for barely. We're going to give you extra information about how you're doing. We're going to add some like GPS s stuff into IT. We're gonna make IT more rugged for you to do more rugged things. And all of that is, I think, largely proven right, but has also just proven popular, like there are a lot of people, including a lot of people who don't need all of that time, who wear also rape. And so I think if your part of me is like it's it's a real sort of abdication of like creative responsibilty for samsung to not find something more interesting to do.

But also IT IT looked around and was like, oh, no, apple, apple maybe just got this one right and maybe we'll just go do that and build IT in the samsung stuff because ultimately that's what people are asking us for. Really like the thing you hear all the time is like, where is the apple watch for samsung? And IT is like steadily move towards that.

And this just feels like they just went the whole way. And like, you know what? Screw IT the apple watch out just pretty good.

Let's do IT. I want to say one thing. There's one very important different dator here. IT is vastly unclear. Yeah.

the squirrel.

it's even the squirrel. It's a got around face on a squirrel body with like a weird the weird touch ring that they do. It's once too many visits.

It's a chunk. It's a trunk and way that the ultra a trunk with the ultra IT feels like a singular idea. And this is just like yeah went to many vessels.

It's like some place inside of a case, inside of a case in a way that just feels tacky yeah, I do sort of like some of the color combinations, like if some of the pictures we've seen with some of the like really aggressive, like information dense watch faces, you look at them in its like, okay, there's a certain amount of lake. I could control a smart city from my watch with this and like, could I be batman with this watching? Like potentially uh, but IT is, IT is I think IT IT feels it's either over designed or under design and I genuinely can't watch one at this.

Does the screen feel like too much screen teel in a way that the the le yeah the apple ultra I feel doesn't quite screen screen at me as much as this does, but I have neither.

So I don't I said I think the ultra is too much screen. I think they're both too much screen. And any time around you with an ultra, both dear god, you're right and he's having around somebody with an apple watch ultra.

I'm like I can just sit here and reader email like you get a text message just like we both got that text message. It's just it's a lot of screen and this this is, I think, very clearly gonna be the same thing. But people seem to be fine with that. Like, I guess that's just a thing were getting comfortable with.

uh, there are some other samsung stuff here and that, you know samsung is just a weird company with weird ideas and they like to be ahead of the curve. So they've added like new sensors for health stuff. And the best part is that the they call the bioactive sensor.

And know what if we just had more colors of else to the sensor and measure more things in the funniest one here is like no one can quite do the blood sugar measurement, which everyone wants to do like apple struggled with IT, samsung obviously struggling with IT. But like there's a lot of people out there who would love in ongoing blood sugar measured yeah for variety of reasons. So they've just added something called the experimental advanced location and .

products index metric, which is nothing to do.

The experimental advanced gila and products index .

metric IT .

sounds like like third rate stock exchange.

It's an index of everyone's watch. Something is what IT is. It's like I ate a cookie. The A, G, E, I went down. But so it's not not it's not supposed to be that you are not at that. But samsung says that looks at you're diet in life cycle to reflect your overall biological aging process, which is worse.

The so it's like who's the billionaire that's just slowly turning himself .

Younger lood guy Peter tel is like.

I got to get this immediately. But no one this this .

is the differentiation in this market. Like everyone figured out, watches are either you want a big screen because you have big screen like me, or you want all these health and fitness features or maybe you just want notifications in two factor codes. But at the high end, it's all health and fitness yet.

But that's what sells the extra watch features to people. There's a reason that new health specific features are not coming out of a highway. Ate like one, the tech ism.

Why there are two, there's much a regulatory hurdles. Three, they have to make sure they are actually safe and say what they say they are going to do. Um great.

That means you you end up with like fake like wellness help features are like the advanced experimental like the experimental advanced placation in products result. And it's fine, but there's always the danger the people take that stuff way more seriously than they should. Just like ten like people take ten thousand steps very seriously.

And like that just has made up, like people just made that up. And here we are. And like there's a piece of this puzzle, I think these watches are gna end up being more saying because the thing that ultimately differentiate them is kind of caught up in a law of innovation and regulatory behavior in all that time.

And seriously, like aggressive lawsuits against apple for mother companies. A no, I think that straight there's the what is that? Is that the health score that what seems on all IT, this is like all in one tracking thing that they're doing with the watchers to basically give you sort of an overall picture of your score.

But like everybody's doing that right now.

right? Yeah but I think that fits exactly talking the sort of thing as a as a very casual data point is helpful. great.

It's like, okay uh, like I was just in IT as whether up it's called lazy weather and its whole job is to tell you, is that going to be warmer or colder than yesterday based on the assumption that like that's actually all you really need to know and that is to that extent a health score is useful, right? It's like, am I am I Better or worse? Like how how I do in and that's like that gives you that s but all these things, as we get more of the sensors and more of this data, all you're actually doing is giving people tools they don't understand with which to do things that mayor may not be helpful. And if he feels like we are so deep down the road of, like here, some numbers, without giving people real ability to like, do things with them, well.

in this age index in particular, feels like IT is trying to ride on the like, ride the wave of continuous glucose monitors. It's trying to sound like, oh yeah, we kind of care about cus, moderator's and diabetes and all of that, but also, so we can't legally do any of that because none of that actual technology exists in a safe way.

To be clear, Samson would not explain what the experimental advanced tion and products that .

was reading up on IT all like as soon as I saw that work been very in to continue as glucose monitors right now because we got a diabetic and the family, as soon as I saw that was like, what is that metric? That's not the one I talk with the doctors about yeah and just a mediately was like, oh, this is, I want, I want to say bulshed, but like, close to IT, right?

All samsung will say, just to repeat this, all samsung say is that IT looks at, quote, your diet and lifestyle to reflect your overall biological aging process. sure. This is why i'm happy to anne, a line of verge cast supplements, which will bring your biological age slower. If I own, if I had ten percent more griffin my body, you way we will not .

allow some .

of the companies and around and the Price that is high enough unless they're .

like really good unless rule.

Yeah no. I mean, I think even the .

one of the big same announce with these watches is that they have uh F D A genova clearance for sleep up and stuff. yes. And that's not really good example, right? Because what that doesn't mean is that this will tell you if you're sleep back here, it's very hard to not understand IT as that.

But that is not what this is. What IT means is this is a device that will give you data that is not harmful and potentially interesting and that you should take that data and take IT to a medical professional who can help you make sense of IT. And that is kind of indicative of like the best of most smart watches.

And this is true of apple and google and basically everybody in this space right now that they're also careful to remind you constantly, like these are not medical devices. This is not medical device. These things are just indicated as ways to give you information that might be helpful in a certain context.

And you should take IT to your heart care provider and consult them like over and over over that the thing. But what is actually doing is it's gna pop up the thing thing like you didn't sleep well. What do you think that's about? And it's are we what problems are we really solving for people here?

So I come from a family of daughters, and they all talk about, know there are laws in most states. Now, that said, you have to have access your medical records right away. A thing that is real is you go in for test, and then you get the result of your test before the doctor gets IT. And then people don't wait. They start seriously google numbers and they call the doctors having already formed conclusions and the doctors like, hold on, you have no idea where are talking.

Yeah, apparently I didn't have kidney failure. I just needed to drink more.

Well, yeah, this is a real thing that happens like all the time. And I think that's fascinating in this context, right? Where you are like you're just putting on people's rest for a couple of your books.

You like this is good at hikes also IT will terrify you. And I am saying like the bleeding age of these devices is health features. And where is kind of IT a place now where they can make the real claims so they are just making other ones sea s in any case, IT looks exactly.

I can an apple cha. Yeah, except uglier in my career way. right? That's the two copies.

right? Yeah.

yeah like the you put you put the airports through ChatGPT IT spit back air pods that is like done and done. No, then there's the other stuff we should talk about. The ring is the ring is easily the most interesting product they have.

yes. And IT is the one where a apple has nothing, although we've heard about some attempts, some research projects at that company. But there are other you know the oring exists, but that seems like samsung is has a shot yeah.

I think that does because the ora ring is really like it's kind of one size. Most of the other ring makers are kind of like, yeah, we do one size. You can get different sizes of the ring, but ultimately the battery, everything else is the same.

Samsung is doing what most big test companies do, which is like we're gonna mutio sizes. So like the largest ones have a little bit more battery than the smaller ones because they can put more in IT. And that's just cool and smart.

But also IT just sounds a lot like an orring with Better integration for the samsung fictional in a way that's like exciting. And they have smaller ones that this is like I think Victoria hong are. Where was writer said that this might be one of the like smallest, the available smart .

rings for people. IT still looks .

gigantic on her hand. IT, yes. SHE SHE will be the first to value SHE has small hands and a superinduces tive also shout out to v who I believe war four other rings to the hands on with the galaxy ring like that is just shown that state must like like brass nuckles but it's all smart rings like I have.

It's so good.

I'm either going to the samsung event or the jersey. Sure we're going to find that I might buy the ring sizer because you can just buy samsung ring sizer for ten bucks and you fear how what ring size is which useful um and then you get a created when you bothering IT. I think that's really smart.

Like compared to the other, you have to wear this on your body fit met ideas we've seen like apple making you go to the store yeah, this is actually very clever, obviously ier the ring where any face prescription ones is on the vision pro. I think it's very clever that as we kind of go into variables, world fitting stuff to your body becomes an interesting chAllenge and it's not solved. So I thought that paris likable. But the part where it's it's the same product is everyone else, but it's more integrated in the system is something once the Operating system, I can't I don't know how I feel about that at all.

Yeah well, one thing that is Better about IT is that IT also has like an actual case instead of just a little dongle, you have to period ally find and sick. The ring on in the case looks interesting. You guys look at the case for IT.

The case is is a gigantic I can't tell if this case is .

gigantic and IT feels like gigantic and also so much fake Crystal. Yes.

yes, it's like a clears jewellery. Yes.

I love IT and I don't .

mean that is an insult like IT. IT is what IT and and IT is true that it's Better, that IT is a case, then what you get from or and others, which is essentially just like a puck that sits under desk, which is fine for what IT is but is easy to lose and doesn't travel very well. And I think a case that is properly a case makes lot of sense.

And I think actually the thing i'm most success, ted, about about the galaxy ring is the samsung seems to have gotten the ring wearing experience closer to right than just a bad anybody that we've seen. Like the thing is pretty light. It's pretty thin. It's it's concave, which will make IT a little easier to wear and like bang around on the desk and soft than some of the other sort of convex ones that we're seen. Uh, IT comes in a bunch of different sizes like the battery life is long IT seems like no .

additional subscription, right?

There are like little bits and pieces of what it's going to be like to own this that I think you're going to be really important because we're still very much at a moment where are like unless you are a psycho who wants to track their sleep and no shade to those psychos, there's lots of them out there unless you are that person, there are not a lot of compelling reasons to wear a ring. So we have to figure out black. What is this thing for? And the smart thing that seems I did is me like this is a be a nice thing to where before you really have one hundred reasons to use IT.

it's just to match the sensors.

right? Yeah, yeah.

IT does heart rate tracking IT to us a skin temperature sensor? I've often wondered what my skin temperature is and then had a bunch of sleep feature like the watch. We just had the sole conversation ment like they're adding more kinds of sensors to the watch ahead of their ability actually tell you what they mean. IT feels like, well, we also need a bunch of smaller now we can just put him in a ring.

Well, they're also Better on our ring, right? Like having that stuff on your finger twenty four hours a day is a vastly Better data collection system than having IT under risk sometimes, right? Like if if you are the person who wants that data and cares about IT and is going to take IT to your medical professional, a ring is is just a Better than you for that in almost every way. Yeah, I want smart rings to work like I really do.

If you had a smart ring.

would you give up in your watch? no. And the reason I don't have a smart ring, Frankly, is because every time I wear in A, I wear in ora for three days and i'm like, what on earth is the point of me having this thing on because i'm not like at that if you're like a nine or ten out of ten on a like how much do I care about tracking my body sensors? Uh, person, a ring is great.

I'm not that. And so like having IT told me I got bad sleep when I wake up tired is like not interesting to me. So I just putting the world back in the road. And the ring is still the galaxy ring is is going to have that same problem.

So this brings me to know, I tell theory of where bubble shit. So if you will remember this, by the way, this theory still needs a Better name and in the market for a bit.

If you remember, it's important realize name in IT though yeah.

it's mine.

That's you can buy naming rights to the theory wearable bullshit. This is the samsung x on theory of wearable bullshit presented by city bank. Uh, so the the x axis right is a value. And then the wise fitting inss like I want to have to care about the thing or it's see all the way around IT doesn't matter. Those are the two axes.

Well, there's also of A Z that you refuse to acknowledge.

but it's so many people have sent us many versions of this truck, right? And so my the paradise object on the chart of things you attached to your body is regular glasses, which are a little bit fitly. You had to clean them.

We got to care. You can't lose them. But if you need them, provide you an immense m amount of value. So you like, i'm going to put this on my face all the time because they allowed me to see and then I will deal with having to clean them and owning a microfiber cloth and all the rest of .

the stuff to cloth.

And right? Yeah, somewhere on that list is like the original apple watch, which was too fitly require a lot of care and didn't do well as a product. Then there's the current apple watch, which actually really bad.

All IT doesn't require a lot of care, has a lot of other people exceeded the the the line. Then there's a vision process is very like anything that goes on your face. The fiddler ss is off the church and IT can't deliver as much value yeah like face.

Computers just can't deliver the value to make this worth more time. You just keep gone down down the list. The ring has a problem and that IT delivers no value to you.

IT is a totally passive computer that you have to filled with and put on your body. And then all the value that delivered is like that. Some later point, you will look at some data that was collected well.

And I think if you're if you're the kind of person who has like a pre existing thing for which that is useful, great. Like if you are someone who knows you struggle with sleep and you're trying things and actually collecting that data ongoing basis helps you. great.

That makes total sense. A ring is going to be really useful. And the upside of a ring is that the fiddlin ss scores is much, much lower, like a thing that you wear in your index finger and take off once a week to charge while you shower. Super low on the fittings ss meter. But the problem is that even its potential to do more stuff is not that highly.

I don't think it's at low on the fillin ss meter wearing everyday. Yeah, I ve never think I pick IT up when I leave the house IT serves uh an important function um which is in ladies than taken it's a symbol of my ongoing devotion to my divorce layer of life um um and I just never think about IT I I put in on I take IT off I never think what charging IT whatever IT has an obviously important societal emotional function that IT does. It's like symbolic but there's its zero fit. Like anything over zero is actually the standard.

I think that is probably only some of our audience has that issue because a lot of their audience probably also enjoys to wear a little couple of different rings.

replay rings like I there are also zero no.

because you take like I cannot tell it's jewelry, right? Like joy, you're a lot of people are constantly for that.

You think galaxy watches joy.

the fundamentally is it's not jewelry I want to personally wear.

but he doesn't have the function.

No, IT does. It's a ring. It's showing. It's putting that extra bling on your hand. And I think a lot of people do like to have that extra blame.

The ora ring has definitely attained like status symbol status over the years. Yeah.

it's got like it's got like a blink kind of quality to IT. And I think the rings in a weight like the apple watch quickly became, went from fashion. We all laughed at being fashion and immediately.

but IT failed as a fashion. Illy famously.

we are all like that stupid, and we all just stop to treating IT like fashion and just became a watch on your risk. The ring is still, I think, both more capable of IT. So if you're someone who doesn't want to have a giant watch on your rist and you do on those metrics, like, okay, you can put on the wick, the ring and you can swear you you're right or your role ex or whatever, show that off. And I think that's .

who this is.

Yeah, this is for like people with six thousand dollars ches they don't want to replace IT.

This is my silly valuable .

and this is my aspired rational.

I just got, I guess I say that is a jewelery. I agree. You like it's jewellery. Yeah, I meant, does that look like jewelry? Orring, actually, they tried very hard to make IT look like jewellery yeah and one of the only reasons that I wouldn't just swap out my wedding ring for as you I think you can only wear on your index finger.

right? Yeah, you're just only wear on your index.

So IT doesn't do the other thing, but there's a world you just infuse my existing Julia with attack and IT looks good enough and that's fine. I think the samsung .

doing the new potel theory of variable bush IT does not have a .

fashion that's the z access.

Now you have this is about fillings.

Ss IT 有没有。 Looking good as you, I need to think about this, like five more seconds come up with something.

We know but I I really think the problem is the the ceiling for what you can do with a ring right now seems really low because even even like the next thing you think govern like, oh, maybe it'll vibrate for notifications, do you know insane that would feel that have your the base of your index finger vibrate every time you get a text message like instant disaster?

You go to your doctor .

exact like I have all of this medical information.

And samsung is doing a thing where they're like sort of gently pointing IT like maybe this is a way to gesture control some stuff like they have a little bit like can you pinch stuff going on but only if you are sam, something from right? And so there's like but even that is like probable probably not just don't think that's the thing.

And what if I think we're hearing a lot more about xr now is and and if we which is like mixed reality, that's just another word for mixed reality. And what if that's like the kind of their way of this is how we're going to control .

IT in the future? I do think if if you want to like galaxy brand, take the galaxy ring. I think .

that's probably I .

just realize if samsung comes out and and doesn't call IT the galaxy brain.

i'm going to be your entire A I service suite. Should all galaxy braxy brain, how do we have this idea? David, piers, is galaxy brain.

You can have one. Uh, we're going to travel ring the, I think this is very excited to get that well, will know much more about IT soon. The last piece we should talk about are some funds.

I just want to point out that we're almost forty minutes into this segment just now talking about the funds, which actually tells you every single thing you need to know about these new funds.

Yeah, there are more expensive.

I'm so disappointed in these influence, like of all the things like I can understand why you would copy apple in making certain things. I can understand why you go all in on A I even before. There are a lot of really compelling use cases, but this thing where samsung was so far ahead in foldable phones and flip phones, and seems content to just like school wander, that in the name of making everything a switch Better and not doing anything you are interesting every year, is really starting to bug me out.

What do they have competition in the space? Like is there anybody that's actually pushing?

They are. We should talk about the motorola razor plus, which is else in this week. What he loved SHE just loved IT.

That thing is one very good camera away from maybe being .

the best android fun. Yes, also a weird processor. It's like who even can describe the nature ragg in A S.

yeah, wait, let me find IT.

What is that? It's a stat dragon on A S gen. Three, just a weird mid tear.

Rr, yeah. Ah it's weird. It's it's just a weird. It's one of those like was from last two years .

of five like yeah alison called IT like an entry flagship which is they sure all right here are .

anyway try with the standard ones first. Um the flip six is the one you know is sort more interesting because I think that from actor is more interesting also is the thing that's changing the most like those are the phones that are changing the most because the cover screens are getting bigger and bigger um but it's basically just like a little bit lighter and cost more money yeah also .

a little more rugged, which is meaningful especially for the flip uh, they are they're getting Better at making that thing like an actual phone that you .

can treat like an actual .

phone a little .

bit more a little yeah like he doesn't even have dust.

Drop IT in the toilet. That's a Victory. Ah you can drop one of the toilet that it'll .

probably be fine. The four six boy couldn't tell you.

It's literally like one of the main features they talked about is that when it's flat, it's flatter. Like what what are we doing here is just and again, I part of me wonders, like what are are we several physics miracles away from there being a new thing you can do here? Because samsung g is making little bit of this Better. The the cover screen that is a little wider on the outside, which I actually appreciate IT feels like like A T V remote, more like a phone. Uh, it's just the same thing though, like the the not even really coming up with really cool new ideas about how the software here could work, which at least moderate is pushing really hard for how do we make the outer screen useful, the inner screen useful and have them interplay with each other really well, samsung feels like IT is just not pushing that nearly as hard. And so it's like what what is the case for why I should buy these things on?

I don't think they care.

I mean, presumedly, they'd like me to buy their phones.

I think they want us to buy the phones. But but I think their samsung often feels to driven by by a turtle pressures that often feels driven by the market and like his decisions are based in the market. And like we do the falling fone because nobody else is doing and we get there first and we get there before, apple and apple just hasn't done IT hasn't even talked about doing that.

The rumors are scant, right? And so and that's their primary competitor like we want to say about roller pixel or whatever. Let's be real. Their primary competence is apple. And if apple is not doing anything in this space, then why should they invest in making the phone Better when they can just rest of their roles?

What I think I ve how you mentioned thurday. Samsung, they also down. They're try to .

make more money saturday.

Samsung, they think their efforts are going to marketing and more dollars in the same. But but of course, you're not putting tons of money into making like changing things too much at the same time like they still employ this off engineers and design .

make IT more interesting .

as like A A totally valid critique like yeah the phone opens you can you have a little phone that turns into a big phone? What happens then? right? Yeah, that seems to be set aside. So that does anything bring us to the motorola one, where motor a does seem to have a lot of ideas. What what happens when you have a little phone that gets even smaller and you have a big cover screen and like their ideas about how apps even up here on that cover screen and how you might control them, i'll pretty good.

Yeah yeah. It's the idea. Like what if you only had to tap on your phone two times to accomplish something on the outside screen is like, I don't know that is the framework, but that's kind of what IT feels like.

And there's just little bits and pieces where it's like, okay, this is a screen you're going to have sort of looking at you all the times we're going to make IT fun and cute and animated. And if you wanna do something, you're probably going to open up the phone. So in this case, what we need to do is just give you all the things that are like one or two taps and just put IT right and funny.

So it's like, what's next? Your calendar. Get to AI. Stop the music. Like, I love that. And this is like the thing about foot phones that I am enthusiastic about. As IT is I sometimes you should only have access to a tiny portion of your phone, and that is how you do IT on the outside screen. But I think motorola is getting this really right in a way I had very exciting .

also IT seems like there when you unfold their screen is less cc. Looking in the samsung yeah .

it's only ten A D P and it's like six point nine inches. So it's like super long and not that high res. And that that .

tables face right now, you just really have A I you .

like a garbage phone. You are the single handle driving all of the sales of the books.

Point been a wild couple, but we one of the one of the things that i've heard a bunch people say about this same sung launch, and I think this may be true for motorola self to, is that we're now in samsung case, six generations into the flip and fold universe.

And and I totally at least and based on, you know, talking to people in what we've seen, these are not winning in any meaningful way, right? Like they're not taking market share away from the galaxy s lines and the iphone and the other popular Candy are funds. And so you wonder if instead of samsung and others looking at these phone saying this is how we win, they're increasingly looking at them is just like kind of a sideshow.

And yeah, maybe and and if that is the case, of course, you slow down and you put less interesting resources into doing IT and is actually for samsung, which has a gigantic business selling Candy bar phones like maybe, maybe we should be less interested in this because the world is less interested in these for moderation like they can to have nothing to lose by swinging big for something new. And the razor is the best bro I ever had. So like I get why they're doing this that way. But for samsung, like we've been waiting for this to become samsung thing for so long now. And I wonder if samsung is increasingly convinced to every generation that maybe it's just not going to be .

is is just too expensive. Is that why I just hasn't become the thing? Like like that's why I haven't got one. Is that some of .

two thousand dollars, I think for foldable phones very much. So I think phones you could like maybe have a debate about whether IT is meaningfully more useful to have that. I would argue that IT is, but I I think you could debate that. But the like the fold problem is either huge and be there twice, the Price I just at that is going to be so hard to come back from for any of these companies.

But you get three times the .

screens for choice.

the Price you do yeah, the dollar .

ratio is off the san pitch .

to surprise three EXO.

That's true. You can also get to you with that. We have talked about everything for too long. We're way over already. We only have through I think that makes sense, will be back .

with more our chest support for the show comes from crucible moments, a podcast from scope capital. We've all had turning points in our lives where the decisions we make end up having lasting consequences. No one knows this Better than the founders of some of today's most influential in Christmas moments.

Lets listen ers in on the maker break events that defined major companies like dropbox, youtube, Robinson od and more told by the founders themselves. Tune in to season two of crucial moments. Today, you can listen at a crucial moments. Stop com. Or where are you listen .

to podcasts? Or back, we have this next segment list, this streaming lightning round. And i'm just looking for where alex talks about David as lbs out of fits, which is a real thing that occurred today.

You know we're not going to talk too much about him. He's at a sun value where he's at with all the other billionaire right .

now and he's just layer up. He's got a scarf 的 是。

oh my gosh, like I had like a bandana at one point. I was like, sir, I I love his sertorius choices, but but he expressed a lot of enthusiasm this week for for the big pare among guide deal, and that's the big deal.

So we tell people we ve been talked about like A A cloud. Whether do you think that cloud is dark or light is up to you. But IT has been a cloud that is not reach a resolution. So paramount, which owns cbs alex, is for a broadcast network.

I I got a story for this, I to toll, explain this.

right? So so once upon .

a .

time there is a family and and the dad went out and he put together a huge corporate conglomeration, and they called IT.

National amusements .

is very good. Yeah, great. They're nationally amusing. And in there was cbs and this big storage century old studio paramo, all of that in there.

And then on the other side, there was another family, and and they did something called oracle. And la ellison made a lot of money from that, and his kids got to films they started producing. And his daughter made a lot of good movies and then made some bad ones.

And a son made some really successful movies like top gun, that the new to the new top gun. Yeah, he was a baby when the last was even alive. When the last one came out.

He did that.

We're not going to find out. We're not going to find out. Don't worry about IT doesn't matter. Doesn't matter what matters that there is the two families. And they said, you know what, we should really get together.

And the tech family should buy the media conglomerate family his business and just make an even bigger business. And then there was a lot of winning about there, a lot of winging ing about that. There was a lot of who should I do this? I don't know.

Shari redstone, the current owner of, was really concerned. SHE didn't know how he wanted her. SHE didn't want her dad legacy ruined. He wanted money, does not for a lot of succession.

everybody.

That's what happened.

And eventually .

David ellison went to his dad, was like, dad, your billionaire, can I bar a couple billion, say six of your money, and put IT in, sweeten the pot? And Larry said, I got his son, and now his son owns one of the largest film studios, hollywood.

What hasn't closed yet?

So IT hasn't closed yet. Yeah, that's true. IT hasn't close. He will potentially owit provided the losses that are already cooking up among sy investors who are mad that they are not getting as much of this pot.

Um those don't screw things that provided there is Apollo or another investor doesn't come in and say, actually I can provide even more money than Larry ellison. I feel like this probably gonna happen seeing as Larry ellison already put six billion in. I feel like this is probably David eliza's company and and we've been seeing that all around hollywood.

We ve been seeing that from a lot of the reporters variety, Matthew loni over a puck. A lot of folks have been talking about this. Matthew belindy had a really good interview with Allison about this, where he was like, yeah, i'm GTA do all this text stuff and that was really, really interesting about all of this is his pitch.

This is like tech taking over. And I think we'd argue that tech get already took over, given the success of netflix and an even smaller stuff like apple. But this is really officially like text taken over hollywood and he's got big ambitions about using A I for workflows that as much as he said.

I can just read .

the quotes yeah .

the the quotes are a wild um a slight deck for investors said A I would turbo charge content creation and drive efficiencies and streamline Operations. Uh terrifying um uh Allison said the art will chAllenge technology and the technology chAllenges the art which um okay and and he also said we believe that understanding the simba's relationship between art technologies essential to be able to meet this moment ah there are a lot of technology companies are rapidly explaining into media. We believe IT is essential for payment t to be able to explain its technology process to both media and technology enterprise.

Those are quotes that come up when you say ChatGPT wrote me some quotes. You remember the paper that was like, we found a huge increase in the world. Delve being used because of chat.

P, T, like that. What that sounds like to me, that's a bunch of nothing like that. That's what used.

There are two. There are two things in a real, there are one thousand percent the things you would expect all of those words to meet. Allison proposed upgrading the advertising technology to give marketers more about what audience is they're reaching.

So we're doing some data collection and algorithms, M, S, and that we are working to improve the algorithm recommendation engines. The param pluses is hoping subscribers will spend more time in the streaming service and viewing. So we're doing an engagement. sure.

I don't think those are actually the actual tech that they are going to be doing like investing in. I think I think the advertising is everybody is is investing in that right now. P cog, if you talk to anybody at nbc right now, they will not hesitate to be like have you heard about our our new ad tech platform? We are really all in on ad tech platforms for streaming.

It's great. Can I just read a more words?

Yes, I wish you wonder.

Allison also had guide ands or work in partnership with oral to create a cloud based animation studio. A guide use the studio in the cloud to produce part of spellbound, which is coming out later in netlist. Uh, we intend to scale their business across all of our production works.

Close the animation. That's just we're going to buy a bunch G, P, U. Like what are we talking about?

It's also kind of worthless because the guy who run sky dance animation right now is john later, who famously got planted from pixar because he couldn't keep his hands to himself, allegedly, yes. And that whose running IT, they have not hands a lot of successes. Most of their other animated properties have not had hit that.

Like john last year. You have a golden hand, right? Like he'd look at anything and to make a billion dollars IT felt like nowadays like we barely sold luck to apple TV. We're making a deal to to get this thing sold over at netflix that all felt like things he was saying to get Sherry red. So and feeling comfortable to do this deal because Sharon son was holding up the deal um in in big ways.

And right now, everybody in hollywood has a lot of anxiety about tech companies and about tech infrastructure and how they can compete with stuff like netflix, who has like, for what it's worth, the best algorithms when IT comes to string and actually getting content in front of people's eyes. And IT just felt like, let's leave at this woman. Anxiety is by saying.

A, I, A bunch.

sure, and giving her and six doors, yes, yes.

probably yeah. Anyway, I will just remind you of the listener that these are the things that people say when they buy studios. Famously, it's what that went about, one of brothers, which again, provided the world the four three gray scale justice.

But we don't know what this is going to look like.

What movies will David alison re. Master is square in grey scale.

Can the I be possible movie going to six hours? This possible that going to is going to be black and weight and square. This can be nuts.

This is like a big story streaming. We have been talked a lot about IT because IT hadn't happened. But now what happened if the deal closes as oxi, all these loss is resolved. Um I think we're looking at a bunch of tech money and tech ideas coming for the studio that famously owned top gun, coming for cbs, coming for .

famous ly on star track.

famous ly on star track uh, it's going to be weird. There's there's a real weird dss coming for this zone because this is just a flood of new money, but also just the ideas that you would expect the money to yeah but dressed up in ever larger ambitions yeah that is exactly I am curious to see what .

they do and curious to see if they unload any of these properties and and what kind of like movies and shows we actually start seeing if Taylor shared and gets the boot.

I have been away furiously cooling for what studio in the cloud means. And IT just a thing they say.

yeah, called the data center. This, the is everybody just anything called .

working remote.

This is a rich guy who couldn't build a cool studio, buying a cool studio like you. If I had the money to do IT, I would do IT guide dances like cool, but not that cool. Paramount is cool. Or the the closest i've come .

to understanding what student and club means is it's it's like a square in the deck is just a studio in the cloud and it's a sky dance animation is building a studio on the cloud. That's the first .

pope you ve turned on slack.

The second bullet is transition from on frame to cloud base production and hosting infrastructure, which is fine. That's a thing. You know dentist office across amErica switching from on prem to cloud based infrastructure.

And IT feels like oracles just going to get at six billion dollars back because IT turns out they're building IT with oracle. okay. But does IT it's gotten mean something? Listen.

I we're like minutes away from you reading the sales force website again, and I can't have that in my life. We need to move on time.

We got a lot left in the lighting around.

Well, yeah, I mean, what after we got well, red box, we we had this great story from from uh Young last week that was all about friend of the verge about how red box was in dire straits and why I was in dire straight and now is shutting down its parent company, chicken soup for the soul entertainment yeah that's that's the real name company.

Second time in several weeks the chicken soup for the soul has come up and you are recall that we looked at the crackle website, which is owned to my chicken .

soup for the soon we'll .

see for hello for .

now yeah they got a new CEO last week, and his job is literally to come in fixed companies that are in dire straits. And for chicken suit, for the sole entertainment, that means red boxes, toast IT had already been really bad. A lot of folks, probably if you, if you are listening to this and you try to go rent out rent box in the last comments, would struggle to get any anything that a lot of them have been shut down and announce done. R I P red box.

What's happening to all the dvds in the .

red box is today, you just going to .

break the box open and you take IT.

So problem is that all of the technicians who who who manage those things have all been grounded because all of their cars are getting reposted because they haven't been paying the bills for the the cars that they went. So do like come like wall Greens seven eleven and everybody's just unplugged them. Um and I think you're just going to start seeing more these unplug and just sitting there. And i'm not saying you should loot them.

but that's IT. That's where that end. No, but i'm not saying you should do that.

Don't do that.

I can hear that the footsteps of the lawyers coming down the right now.

ha.

where is so you think this is a straight up streaming .

killed red boxes? That's where i'm because like when you read yunos peace, this all happened that like the big turning point for red box was when and twenty twenty one when everybody said we're gona stop releasing for everything physically and putting IT on the atoms and were just going to do IT all to streaming.

What was the other thing going on?

Yeah but they see that thing if they had if they had said like there's a lot of the people who were by who were renting, these were in places where they don't have streaming and they would also like to watch whatever kin kong and god ziller getting up to and twenty, twenty one and those just weren't coming out so they couldn't rent anything. So nobody was renting from red box because none of the studios were releasing the step.

But I think I I think you can make a extremely compelling argument that COVID killed red box more so than you can make one that streaming.

No, how was going to do. Everybody said, how many way these things are outside? And go outside .

for two years.

you still have to go to the grocery store.

where the red box there, the red box at the cbs in the woods, each people, people gazed at IT. And then they thought, don't have A D, V, D player. I mean.

there is that. Well, and what part of right boxes thing was access for people who didn't have great access to streaming, either because it's expensive or because they live in places without great connection? Or like there was there was a real this is a compliment to streaming or like a this is A A thing you do when you can do streaming, not this is a real competitor to streaming.

And so alex, to your point, I think as fewer and fewer people didn't have streaming, it's probably true that bread box didn't feel that need for many people. But the problem for me is this is also just spectacular corporate mismanagement, right? Like this company took on a mountain of debt to buy a company that probably couldn't ford chicken.

So for this all, I think IT was like three hundred and twenty five million dollars in debt to buy red box banking on. We're going to make a ton of money back one DVD at a time, made a bunch of wear decisions in all the parts of part of me is like maybe streaming killed red box. But I don't think we ever actually got to see streaming killed red box because I think chicken soup for the .

soul killed red box. yeah. Well, red box was like not doing great.

Win, win chicken soup for the soul boat because IT is just on us back. IT just gone. Public view back.

which what can we just sorry you .

there's like all of that.

this company is called chicken soup for the solar contained, right? Like you already know, like this started as a set of books for live life, love moms. And like we are a media empire now, no point where I fend.

we should .

change our name. But you already know that this is just a bunch of weird, like media to the .

ideas can clad. You break this up because this is finite. My theory that you can't survive a bad name for your company and chicken shoot .

the soul is entertained.

much a bad man, chicken soup for the l entertainment .

people say i'm .

google and chicken soup .

for the soul is a book is going to be so bad for me.

So this is fun. They on off from the chicken soup for the soul, for the books, because .

that's they spun that off.

This is a whole other company.

Yeah, this is the nt, the the the books or chicken soup for the soul else. I I got to end this also the worst website i've ever seen in my entire life, but is just that you can survive a bad name, especially when you're not even connected to the the live life love books anymore. Yeah.

you just out there buying companies for too much debt that have already been halted LED by covin and streaming and think and this will work.

And IT didn't. Could I say that the book company has tricon suit with the soul for kids? So, okay, that's enough.

Next, lighting and item, if you start a company, don't call IT, you can suit for the soul and think. And also, if your entire company is distributing physical media, you should have plan b. Well.

they did. They had a big long plan for how to go digital with all of this. And red box has been trying to do a streaming service for like ten plus years. But then you're just just you're just you're just netflix. Yeah that's a paramount trying to do and we didn't yellow .

them for that. So well.

I can't wait to see what chicken sups od. So Larry ellison buys red box.

Do you think we're good as long as they get off prime? And I would point out the red rocks, one of the single most unpredictable ses .

red bus in the class. So many think about IT. What if the red box .

put in the class? What's next?

Uh, the next is, i'd never pause when I watching T. V. I learned, because I don't get paul ads. Do you guys get those when you just watching a show and you're like, I go go to the bathroom so you put .

that on on prime is the one I noticed that on the most, but I think there are .

other service services that does that. Who does IT in TV is now doing IT. That's a big news this week.

Um I was like, what is a paul? Oh, I watching T V, wrong is what I learned from all of this. But basically, paul ads happen when you pause something. And then I just the sides display and ad while you're going to the droom exactly what I wanted, exactly what we want selling TV is now doing IT. But they also have a little thing at the bottom of saying you can go turn this off prime and for free, you just go to the settings and turn that off um which is different than what prime and who you are doing. So good on you like, bad on you sling, but also good .

on you is one more these companies move into like ad tears, right? Pay money, but still have ads, which is what they all are. Now the desire to get more money is going to result in more, more and more more.

You can just see IT come on. It's a tsunami of weird ideas and they are just out of space. Do you .

think we get like a right rail of .

just ads so you can already get a free TV that that has a physical rail of that?

It's literally a thing. So I will say I think paul ads are fine, like in terms of finding ways to show giant s ads on my T, V. In a way that is non interrupted.

This is the best one they've ever invented because it's like if i'm pausing my TV, who cares like what do I want to see on the T. V? It's do I care if it's a frozen, like had moving shot of someone's face or if it's like a toyota? I don't care. I think it's like, fine, i'm getting up to leave the room anyway. Like pause.

I think it's like you're having like a phone call, right? Like somebody calls you really oh, I need a pause and then it's like toys to change.

play a video sound I feel very differently yeah, most of the amazon ones at least are just like a static image that is just like you press paul of mr. mr. Smith and the thing pops up that's just like .

jeep and then just freeze .

this for as long as you needed to um and I think that's fine. You know I hate i'm just going to complain about ads for a minute here and then we can move on is there's now a thing that happens on who u and probably so much, but I noticed that the most on who who wear at the beginning of a show IT will ask you to choose your ad experience. It's like, which sharma ad would you like to watch? And got to the point now we're anna, my wife full.

Sit there and yell at the T. V I don't care. And always again, that that doesn't accomplish anything you like. I don't care and it'll like linger there for ten seconds. Then if you don't do anything, they'll just choose for you and then play the whole add anyway. And like, no, if you're going to make me watch ads, you pick, don't make me do the work to pick my own ads.

Agree.

use your day on algorithms and show the ads.

Use A I C more data, generate more of IT, costs money to go from on .

prem to the cloud trees. Me not, but if if I could choose between like in in like dynamic innocent al ads and paul ads, give me paul ads every time. The problem is it's both and it's .

going to be a bunch of other stuff too, right? One more no in the streaming lighting .

around you. I think .

what actually let me do, i'll do IT this way. I I want to call that one more that isn't technically streaming what I think is really interesting for lighting round of video over the internet, which is adam mossy, who runs instagram ah put out a video this week where is like I just want to make a clear we're not going to do long form video, which is interesting for a number of reasons.

Uh, one, he was like the whole pointing station ma and you, dear friends, so when you like open a friends video in the york in reality by accident in the new in reals, by accident for two hours because like that's great. That's what you want. Um because you are more likely to share a short video with your friend and then they will watch IT and y'll end up in the week the real travis al annotation and that is and like, that's great.

A long videos you won't watch all the way through and you definite won't share them. And you've finally measure this. They know this calls us a symbiotic relationship between connecting your friends and short videos, which is interesting on its face.

The second is interesting is that instrument is super. Try to do long form video and compete with youtube. Before I was called I G T V.

I went to the ig TV launch. IT was one of the weirdest days of my entire life.

Is just the previous administration of interest. This is not a serious instagram. This is like the previous leaders of instagram, but they'd try they're like, oh, will just be youtube now and they orderly failed.

And now they were like, we will be tiktok now and they've succeed and tiktok is like, we'll be youtube now and I don't know how that's going, but it's interesting to see instagram like, huh? No, when in fact, all these streamers have to compete with real and youtube. And youtube is growing fast on tvs actually.

So it's interesting to see all of this other action happening in the misery. Like, no, we're going to. We're staying right here. Short form video.

I think it's the right call and I will say think you're describing that that like symbian thing makes perfect sense to me and anio els true right? That like the idea that i'm going to sit here and watch one single thirty minute video on instagram, just a friend, right? IT just feels proposal right.

And I think like I think all the time about like when you talk to people about the the act that you do on tiktok, it's scrolling, it's not viewing. Like the thing that you do on tiktok is flip channels that is more important than what is actually on the screen that you're viewing. It's it's the activity that is the thing, which is what's different from like TV or even youtube, which is less of a scoring thing, but youtube becoming more scrawny with shorts and stuff like that.

Instagram is has always been screwy. And I think trying to undo that and be like this is now a destination you're going to spend a half hour at the time without touching your screen. I think he's just never gona happen.

It's also like a much harder thing to sell ads against, which is, I think, of reason. IT makes a lot of sense. It's really easy to sell ads that are a video between two other videos they are rolling on. And this this just feels this fears very obvious to me, except that these companies usually can help themselves from all trying to be each other. So to hear adam just casbah IT entirely was pretty interesting.

It's also funny because it's the money, like youtube makes a lot of money and like we're not going to make that money, which is super like you have just has no competition. IT is the place for long form video on the internet, which is weird.

but it's a place for independent long foreign deo right? Like like IT is effectively the VS type of of the modern era where she's like, hey, or cabal access. He is like, hey, I need a platform.

I don't want to go make a deal with David ellis and this is what I do. I put IT. I just put them on youtube like functionally, that's what youtube is becoming and and it's getting more and more like that even though it's UI and stuff isn't like that. And I think that makes sense well.

but a really weird thing is you can just like rent paramon movies and you you know what does IT, but you can just like i'm in a rent mission, impossible to subscribe .

by streaming services through youtube.

Yeah you can watch movies on cable access in in in the olden times too like and I think instagram to me is more lake. Now i'm going to go just completely switch up the analogy and and say that instagram is kind of like they dive through Margaret bars. I don't know if you are there in texas and .

they were I got to move to texas like .

you see those in the iii and texas and it's like, yeah you drive through, you get your your beautiful tree derive home. You have like you to bam bam, you're done and IT feels like long formal video is like, what if we did fine dining at the drive through marga bar?

So it's what if you went to sonic, but your meal was one hundred .

dollars and that's not that's .

they still serve the sandwich is out beside window.

Just isn't that the big people love the bear?

Instream, you could be the bear.

alright? That is where we need to end this. And look, if you know the people who run chicken super, the world entertainment brain, us.

I have A A number of flashes. What kind of zombies are they? right? But we say we go back with the actual lightning ground.

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OK, we're back. We are way over, just like benn is over. It's you. It's the summer every time we think we have nothing in a that's but we got to do the deciding around quick lightning. You hear saying, right, David.

what's worse? Okay, i've great news. My lighting round is several gadgets and an entire line of of accessories good ah oh and it's it's two different companies involved.

It's a company inside of a company ah so once on this time there were smart funds. Uh no so C M F which is the the sub brand of nothing, uh, which is an insane sentence to sala, uh, launch to want to stop this week. Uh, a new set of earbuds, a new smart watch and I would say by far most interestingly, a new phone uh, called the C M F phone one.

It's a hundred ninety nine dollar android phone, uh that basically lets you replace the back of the phone with a couple of different accessory in different colors or add like a language it's a while you can put on. And I think there's one that's a kickstand that you can just stick on through an access report, bio accounts. It's kind of a like mid range android phone, but IT looks awesome.

It's orange, it's two hundred box. And this is for some reason the android phone I have been most success ted about in a very long time like nothing is out there being like we're going to make tech more fun again. This is the most interesting thing in that mall that I think nothing has ever done. And it's a two hundred dollar android phone. And I very excited .

about IT like rules guy.

I just like, if, what if we tried new things? Really, I really spending all the time with the books.

Palmer has gotten me like obsessed with this idea that what if you took a phone and just tweet two things about IT? Like what this if if we take this forever factor all obsessed and just turned IT a little, can you change that? And that one of those is like, if the screen folder, one of them is like, what if I was link and one of them like, i've been obsessed modulate phone ideas for forever.

And I I really continue to think there is something too like, what if you could make your phone several different things over time? And this is such a cool version of that. And they did not really like I kish thing here where IT has some like exposed screws and you can actually open up the back of phone and see the inside of your phone.

It's just IT just seems fun. And again, it's like it's it's two hundred dollars. But yes, more of this please.

It's where because what you want is what you would expect is that the phone parts of the phone fifteen years and the phones more would be a commodity by now, right? Like an android phone should just be a commodity. And and the way he looks and works and feels in your hand and is that just hasn't played out for for million reasons because of Carriers, because of competition, because google, whatever IT is EMS like whatever you think has restricted this market for i'm being competitive. How in the android part and android parts.

like with the other parts of android phones, like cameras that go in the android phones, are now everywhere. The sensors are everywhere. Android runs everything. But like the phone thing that hasn't happened.

you're totally right. At least united states, we're we're going to have listeners another country for a china, this is pretty competitive. Um but this is like one of those things like oh, if only met a little competition, we've have way more ideas like this. Yeah that is cool. I'm assuming that IT is a very slow phone because .

it's too yeah but I like I I saw a bunch of reactions from people that we're like the people I got to to be asking me like is this a good reading device? Because I IT has an olid screen. Uh, IT has A I think five thousand million battery which should last a while. Uh, it'll run android apps. And then I saw bunch people who like this is going to be a kick as gaming hand held.

And to me it's like, this is, this is the stuff, right? Like we don't what if we didn't have one device that we demand to do everything, but instead, we could just buy these things that are two hundred dollars, actually, just like sort of push them towards one use case or another. And instead it's, I can overlapping the diagram of things that looked like phones. And I think that's super funny.

I like that.

I want to buy that hell out of this thing. But also, the earbuds and the watch also both look pretty cool and the earbuds in particular, yeah really great. Like total, I love a little pointless, the spinner of a dial on a case like good jobs.

Cmi and the ones last year, if I remember correctly, we're Better than we expected for something pretty cheap. I think these are lake. These are yeah fifty nine dollars.

These are cheap. And for a pair of kind airport, I look at things bioaccumulate, i've sounded pretty good in the past. I am pretty optimistic. Cure.

I will say IT was surprising to me that this week we got to kind of air pod knock offs and nothing was the one that didn't have L.

D, at IT going to change .

your pots. What's the first thing do? Yeah, how do you find quick? And we should end on outrage basically. yeah. Uh, so i'll just pick one two, but I just pick one you we're paying a lot of tension A I in copyright like I think it's kind of a house of cards and there's lots and lots of last sets.

So are silman issuing A A I companies sers that the record labels are suing? Suno on audio, which are AI companies your times are suing OpenAI? No, no. On the one that I thought was really interesting and kind of like a long shot was a bunch of developers sued over github copilot because IT can obviously spit out code.

And this is like the main thing that people have been excited about A I most of their claims got toss out this week except for the one that that they're violating the open source licenses, which is really weird circle ah so they're like, look, the get up copilot can spit out code. They trained on a bunch of our code. They didn't have the copyright to that code.

Uh, that code is corporate and that's corporation for ant like pretty straight ard. The judge like not that makes any sense. Is that really happening? Interesting precedent. And then they said, but IT is true, that there were software licenses for that code opens for software licenses they didn't buy by them because the code they spent out. I should have the same licenses that our open source essences work.

So now we might have a weird open source legal battle over AI and not a copyright legal battle over AI, which is equally weird because all of those open source licenses absolutely depend on copy head law because that's what they are. There are licenses to copy IT, right? So they're just this weird, not of weird of like copyright law problems happening with this one case.

And if you're a really optimistic AI person, you say, look, I was various. All these schemes are through out. If you're very negative, you say, well, I was just a weird one. And the the big ones to come are still going to define how this whole industry survivors or thrives because.

if you like, that's where all of this is headed, that we're starting with kind of a hundred different versions of the same fight. And what we're going to end up with is like two of the most consequential ones. And then that will percolate ate out because IT does feel like, I mean, we have thought a lot about a lot, a lot of these lawsuits and they're all different, but they are all also kind of the same. And you wonder if we're going to get to a point where everybody decides like, okay, let's let's figure out what we're actually fighting about and then fighting about that instead of fighting about like a hundred variations of that thing.

But this is america, jack. Like no, it's again just be chaos. That's that's the way our system is designed to work is like there isn't yet a king of america.

I mean there is now .

yeah soon there might be um but the the notion that there is just some definitive answer or that everyone will quit their winning so the new year time seeking to the edge can happen.

So we're going to get this just like this mash of precedence until congress passes a law that unifies all these presidents and like a regulatory framework seems unlikely or there's a supreme court case that I know there was out fifty years of precedent for no reason that they love doing that and you have to like work through the process, but in the meantime, everyone just going to take their shots. And I think one of the things that's interesting is like there are so many shots and they're all kind of weird, right? They're all just like picking off at the edges.

But again, I ve been saying that only one has to let go through for the bottom to fall out and these companies have to pay in. The thing you're saying is they are all kind of the same case. It's all the same argument. You took our stuff with that permission. Whether you need that permission is like the thing that makes the internet go in my the realest way. And so he changed the boundaries, what you need permission for uh to use or reuse a remix or sample or whatever you to change the economy, whole economy changes around IT uh, which is why it's kind of wake that is just a bunch of shots like who knows yeah but this one in particular is interesting because it's gna end up in open source contract case, and we haven't had one this in a very long time OK. That was one, alex, there some with some pure outrage.

Yes, some pure outrage. So do you guys remember the what is that? The unofficial apple weblog, yeah.

too. I used to. I worked in england and they were sister.

Sister was like old school. One of the original apple blogs used to love reading IT. One of my best friends used to work there.

One of my best friends got very upset this week because of Christina warn former from SHE was a good hub now and he was suddenly writing IT to a again SHE herself wasn't her byline was appearing at two uh um just next to a bunch of light clearly AI written slog and um he wasn't the only one a lot of former reporters from to had their bylines appear on the site because earlier this year IT seems to have been acquired from Apollo and IT left the yahoo land for Apollo and and then Apollo seem to have sold IT to someone else and that someone else who we still don't entirely know who they are or what they do were just filling up, filling up this empty blog with content and allegedly like the the explanation that they had on their site was on the two site was, yeah, we don't have any of these contents. So we're replicating IT with AI. So if we don't lose these important archives, that's not how archiving works.

It's very good, by the way. It's a very good like what I need some stuff up yeah.

just full stop. That's not how any of that works. People were very upset, Christino warn was was among them, and SHE reached out and and they they promptly change the name of her character and change the the head shot.

So was no longer her. And it's just a big bomber in the world. It's just a bomber that sites are getting picked up and just filled with A I garbage. I think it's particularly obama. For those of us who've worked at a lot of these smaller sights and staff who who knows where my byline could appear next, i'm excited .

to find out this is that google had IT did earlier this year. I think google Normally doesn't do, which is come out and basically say aggressively and clearly that IT was making changes to a search algorithm such that this is no longer a good idea because the reason you do this is you buy a domain that has real authority in the hopes that you will still rank in google. You fill IT with nonsense.

That nonsense ranks well in google. You help them to add. You make money. IT does work like IT is IT is a strategy.

It's not necessarily want to like half of media and pe .

and and and IT works. And google has been saying aggressive that IT is trying to prevent this from working. And yet IT pretty clearly seems to continue to work.

I I just do not know when google is going to be able to do that because this has been like the only difference here is the scale of crappy content. Like somebody would have done this without A I as well, right? They would have hired a bunch of people with no name and said, just write a bunch of content put on the site.

We seen that happened before. I think I B T was an example about, and in this case, IT happened to be A, I IT happened to be this early apple blog full of like, well known tech bloggers. And that's just not terrible, terrible move to make with in that case, don't do that. You want to choose like Better homes and gardens, know they're still around, they are around you, but know you wanted choose something, maybe not teachers to do this with if you're gonna be gross.

IT was a weird choice to do IT on an apple blog. I I will agree with that, but this is the thing like me, sado, on our team rote, this great piece this week about a the guy behind, I think the company is called ad van, you think is the name of the company, uh, which is the one that did a lot of the AI stuff that became a huge messes. Sports illustrated like this. The the internet is so quickly becoming this. And I would think a lot of about this like after, uh, the mtv archives went away and the comedy central archives when away, like speaking of two websites that a lot of people know and trust and would believe if someone bought them and filled them and on sense, like there's just going to be such a long run of this and it's it's gonna get weirder before IT gets Normalized in whatever way it's gonna .

like to be clear, I don't think you will can .

stop yeah I don't .

think they can. And I that's not because of antipathy towards google. I think the problem is so hard.

And then the internal philosophical reckoning for google is even a harder. So the problem is you have to say a bunch of AI generated sludge is bad. Yes, right? We're going to not rank IT .

sludge that you're charging people twenty dollars a month per person to make.

So you're like, okay, you just there are two wolfs and that's like what are you going to do? But you have to say the output of your own models is bad at some point. Like that is the task ahead of the search team. And I don't know that they can reckon with IT fully.

Like let's be really like what are google AI overviews for web searches, if not more or less exactly the same thing.

Yes, there the way have been um the overviews have been there are still some of them are still very bad. They are also moving them around the page. I don't if you have noticed that I they're moving in all over the page, sometimes at the top, sometimes in the middle, sometimes at the bottom, like they're still doing them.

But they are they haven't figured out where they go or when they should appear or they should look. Uh and then one of them, uh David email from uh M K H D team and way form and everything else. A he he posted that the answer to, like how do you check the film in your camera is getting very much worse. no.

So like how do you see the first film in some model film camera? And A I overview is just like open IT up and bright sunlight, like in bright sunlight. Yeah, god.

And he found in that. But it's like crazy. And what is going on.

you won't know afterwards. If the film care, if the camera is exposed, this is what happens.

Like the future of all intelligence is read IT. Like, is that yeah, right? That's we're way over. We're way over.

Look, there are all everything in a local airports and then the robots are going to tell you to do dumb shit to your cameras. That's the future. I'm excited for IT here, the verge, we know we're going to write about that. That's IT. That's the vercheres right room.

And that's IT for the verge cats this week. Hey, we'd love to hear from you. Give us a call at eight, six, six verge one one.

The verge cast is the production of the verge and box media podcast network. Our show is produced by hand rer marino and leon James. That's IT.

We'll see you next week. Support for this episode comes from A W S. A W S, generate A, A, I gives you the tools to power your business forward with the security and speed of the world's most experienced cloud.