19 Episode results for "John Stinky"

Mon. 04/27  Its Always A Good Day When Your Starship Doesnt Explode

Techmeme Ride Home

20:49 min | 9 months ago

Mon. 04/27 Its Always A Good Day When Your Starship Doesnt Explode

"Welcome to the tech name right home for Monday. April twenty-seventh twenty. I'm Brian McCullough. Today iphone production might be delayed but the launch might not be. Actually that might bounce an apples favor auto complete for coding background on John Stinky progress on my robot burrito delivery bet and a crucial SPACEX rocket passes a key test by not blowing up. Here's what you missed. Today in. The world of tech sources are telling The Wall Street Journal. That apple has been forced to push back the production of its flagship. Iphones do later this year. Production has been delayed by about a month. The sources say but that doesn't mean that the phones won't still launch in September as usual quoting the journal Apple usually unveils new iphone models mid-september and began selling them before the end of the month to do so. It usually ramps up mass production in the early summer building up inventory around August this year while apple would still be building some of the new phones. In the July to September period the mass production ramp-up will slide back by about a month. The People said Apple is slashing the number of handsets that it plans to make in the second half of this year by as much as twenty percent. One of the people said. It isn't clear whether the slashed for twenty twenty would be pushed back into twenty twenty one for manufacturing Bernstein analyst Tony second-degee said in a recent report that investors shouldn't worry about the delay unless apple fails to ship the iphone before the twenty twenty holiday season its biggest sales period and quote indeed. I'm not suggesting that apple doesn't want to produce and sell as many iphones as it possibly can but given the current economic situation this might be a bit of a blessing for Apple. Apple has already braced for the fact that a twelve hundred dollar smartphone might not fly off the shelves in this current economic environment so disruption to manufacturing might just easily coincide with apple's not needing as many handsets produced following up on the whole story about tech providing the tools for digital tracing of the krona virus. Australia just launched a contact tracing APP that records digital handshakes between smartphones via Bluetooth and that APP saw one point one million sign ups within just a few hours of the APP. Going live in fact. Two million Australians have signed up for the APP at the time of this recording quoting Bloomberg the covert safe APP records digital handshakes between smartphones via Bluetooth and if someone catches the virus health authorities can track who has been within one and a half meters of the person for fifteen minutes or more. Prime Minister Scott. Morrison says broader testing and contact tracking. Are PREREQUISITES FOR AUSTRALIA TOO? Broadly ease social distancing restrictions after Queensland and Western Australian states announce the lifting of some controls on Sunday. The government needs to overcome privacy concerns to convince people to use the APP and says at least forty percent of the two thousand six million. Strong population must do so for it to be successful quote the more people who download this important public health app the safer they and their families will be the safer their community will be and the sooner we can safely lift restrictions. Morrison said on Sunday a similar apple. India became the fastest ever to reach fifty million users despite being dogged by privacy concerns countries including Singapore where similar technology is in use say contact tracing is strictly for Disease Control and is not to be used to enforce lockdowns or quarantines in Australian Institute survey of about one thousand people showed forty five percent of respondents. Were willing to use the contact tracing APP in that country while twenty eight percent said they wouldn't and quote. Meanwhile Germany says that it will adopt a decentralized approach to digital contact tracing in that country just as apple had been fighting for and in fact choosing to embrace the apple slash Google effort on like say France in fact Germany is abandoning the development of its own homegrown alternatives to the Google apple idea quoting Reuters Germany as recently as Friday backed a centralize standard called Pan European privacy preserving proximity tracing or pep PT. Which would have needed apple? In particular to change the settings on its iphones. When apple refused to budge there was no alternative but to change course said a senior government source in their joint statement. Brown and Spun set. Germany would now adopt a strongly. Decentralized approach quote this should be voluntary meet data protection standards and guarantee a high level of it security they said the main epidemiological goal is to recognize and break chains of infection as soon as possible and quote. Here's an interesting race for a Monday. Code data is an AI. Tool for developers that allows developers to auto complete strings of Code Code Outta has raised a twelve million dollars series a led by ventures bringing its total raised to sixteen million dollars according to Tech Crunch. Coda claims to boost productivity by twenty five percent. And it does so all the while making sure that it's using the right syntax and spelled correctly spelled being in quotes of course since we're talking about code quoting from tech crunch. The funding comes on the heels of CADA acquiring one of its bigger competitors tab nine out of Canada late last year announced only in March however to expand the number of languages that can support it now says it supports all major languages including Python Javascript Java C html and it operates across all major integrated development environments including vs Code Eclipse and intelligence Eh. The funding will be used to expand its reach into that existing range further as well as to bring on more customers today. The list of those that are already using quotas tools is impressive. It includes developers from companies like Google and Amazon as well as net flicks Alibaba AIRBNB Atlassian. Among many others. It says its user. Base has grown more than a thousand percent in the last year numbering over one million developers using it monthly. The funding news coincides with CODA launching a new version of its auto completion for Java script that merges code as SEMANTIC TECHNOLOGY WITH TAB Nines Textual Tech and quote. A few people got in touch over the weekend to ask after my unusual reaction to. At and T. announcement of John Stinky as Eighteen. Tease new CEO. So as a bit of background for you. Since I don't know that we've ever talked at length about stinky before. Let me just share this short profile of the man from Bloomberg quote when pitching? At and T. new HBO. Max Streaming Platform Stinky told an audience that anyone unwilling to pay fifteen dollars a month for the service had a low. I Q at a town hall with. Hbo Employees Last Year Stinky said the network had to dramatically increase. Its programming output comparing the work ahead to childbirth once when a Time Warner veteran criticizing idea during a meeting stinker replied quote. I know more about television than anybody and quote just this week. The fifty seven year old jolted Hollywood by saying he was quote rethinking the theatrical model because of the corona virus pandemic. At and T.'S. Warner brothers and other studios have already been skipping. Theatrical releases of movies like scoop because cinemas are shut down but most executives are careful to avoid implying that it's anything other than temporary stinky doesn't dance around issues like this. He barrels right through them quote. He's no shrinking. Violet said Jennifer Fitch an analyst at Wellsfargo Stinky is direct. And that might be exactly what we need right now and quote my own. Personal beef was Thinki- was his clearinghouse of the executive talent that had long been at. Hbo which is sort of like management dismantling the late nineteen ninety s Chicago Bulls if I'm going to use a timely analogy the quality of Hbo Content. Over the last twenty years is something that I think. We'll look back on as miraculous a golden age that will regret. We took for granted at the time. This is not to say that. Stinky's not correct in his assessment that HBO AND AT and T. At Large had to change to serve the new realities of media in this day and age. But it's also thank you who pushed. At and T. To inject all of this media into its bloodstream. In the first place and he'll own that now whatever happens quoting CNBC. Failing could be catastrophic. At and T.'s. Debt load is nearly two hundred billion dollars making it. The largest corporate debt issuer in the world veteran telecommunications analyst Craig Moffett calls that amount quote terrifying media has moved into an environment where scale is essential stinky said citing. Disney's seventy one point nine billion dollar deal for Fox's assets and divestiture of sky to comcast and CBS is likely upcoming merger with Viacom as other examples of media companies seeking bigger balance-sheets with more assets under management somebody in the legacy media space. We'll build a platform of scale and get to seventy to eighty million subscribers. We'd like that to be us. If you keep the culture separate you'll never get the benefits the three together bring and quote the Bloomberg piece on Stinky ends this way quote. At and T. is so big and sprawling. Now it's hard to tell if anyone can run it effectively even someone like Sankey who's worked in all different parts of the business quote. It's an incredibly complex company. Recons enter said he'll be seen as a genius if it works out and quote but left unsaid is what everyone will think of stinky. If it doesn't work out if you ask me to name the single biggest workplace time-waster I wouldn't even have to think about it. The answer is e Mail. In fact a recent study found that almost fifty percent of the time that managers spend tending to their inboxes is spent on emails. That should never have been sent to them in the first place or that didn't need an answer. But what if you could just press a magic button and never see those time-wasting emails again? That's exactly what same box does. With just a few clicks sandbox automatically gets your email under control and filters out all the messages that don't need your focus and you don't even have to switch email APPs because it works in concert with whatever e mail client you already use it. Also has some nifty features like the same black hole where you can vanquish centers. You never want to hear from again and sane reminders for sending email reminders to your future self see how sane box can magically remove distractions from your inbox with a free two week. Trial visit sandbox dot com slash tech. Meam today to start your free trial and get a twenty five dollars. Credit THAT'S S. A. N. E. B. O. X. dot com slash tech name architect thing and managing reliable global. Dns infrastructure is tough especially considering the growing number of deployment options and distributed architectures but F. Five cloud services delivers expertise as a service to let you achieve worry-free. Dns infrastructure in minutes F five delivers DNS TECH WITH SAS F. Five cloud services solutions are designed for APP developers and devops teams who went to move incredibly fast architecture for multi cloud they deliver a global footprint redundancy and protection for the most critical components of your APP infrastructure including your Dns F five is a cloud neutral services provider and gives you options to diversify your DNS infrastructure for better redundancy and five has a devops. I approach focusing on ease of integration with existing APP delivery pipelines and supporting multiple environments with a single API. Give your apps the DNS infrastructure. They deserve with just a few clicks or API calls so that you and your team can spend more time innovating. Now's a great time to try. F Five cloud services because F five is offering a free trial for technique right home listeners. Just visit F five dot com forward slash. Ride to sign up. That's the letter. F The number five F. Five dot com forward slash ride for a free trial. Now see this. Is the sort of story. Been WAITING FOR ARS. Technica says that the copen nineteen outbreak is in fact accelerating the adoption of autonomous delivery robots in the US as startups like starship and Kiwi scrambled to meet demand for things like delivering a Burrito to you via a small knee-high size robot. Traveling across city streets quoting friend of the show Timothy B Lee. In recent weeks I've talked to executives two different sidewalk robots startups starship and Kiwi bought both say they're scrambling to build new robots and roll out services to new areas in the face of unprecedented interest robot deliveries remain rare enough that it's easy to dismiss them as curiosities. But that's a mistake. That technology works now. Starship already has hundreds of robots service delivering food to real customers spurred by demand from lockdown customers. That number should soon a sort to the thousands and eventually into the millions with lower cost and no need to tip. Robots could make takeout more popular than ever as it gradually displaces human driven food deliveries. We saw business double overnight. As a result of lockdown star ships executive Ryan Toey told ours starship his currently working with local partners TESCO and Co op to further expand service in Great Britain and starship just launched a new delivery services in Virginia in Arizona as well as in downtown mountain view. California starship has been expanding rapidly getting buy in from city officials and suddenly from eager local restaurants that until now might have been cautious about testing out. Things like robot delivery. Here's lease description of actually using star ships service quote when I got to the nearly empty George Mason University's campus last month. I launch the starship APP and saw. The company was only offering food from two restaurants starbucks and the wing zone. I sat at a table outside the starbucks and open the starship APP. I set the delivery pin near the coffee shop and ordered a Burger and a pop from the wing zone. The starship APP said my food would arrive in thirty three minutes. Plenty of time for me to amble over to the wing zone and see the loading process firsthand three starship. Robots were parked outside the vacant looking restaurant. A few minutes later a wing zone worker came out and loaded bags into two different robots. Starship toey says restaurant workers don't know where any particular order is going. I plan to follow my robot back to the delivery point but the two robots took off simultaneously and in opposite directions neither of which appeared to be toward my drop off point. I wasn't sure which one was mine and had to guess but by the time I realized I'd gotten wrong. My robot was out of sight. I held back to starbucks figuring I'd be okay. After all the most direct route seven minute walk required going up a stairway and going near construction zone my robot instead opted to drive to the nearest main road which almost doubled the travel distance. So after I got to starbucks I guess where the robot was going and tried to follow its route and reverse again. I guess wrong and had to hustle to catch up. This is all say star. Ships robots travel faster than I expected. And I'm a pretty fast walker but I couldn't catch my robot at walking speed. I had to speed up to a jog. Still that's slower than many other. Robots on the market he says star ships robots have a top speed of four miles per hour or six point four kilometers per hour. Making it less likely to cause damage if it runs into something. Low speeds also greatly simplify computational problems involved in autonomous operation and quote. Speaking of running into something Lee went ahead and tested the robot's ability to deal with human interaction jumping in front of the robot. What's he found it? And the robot actually successfully dealt with his attempts at harassment quoting again when I stopped getting in my robots way merrily continued onto our rendezvous point near the starbucks without a hitch. I Open the lid of the robot and took out a bag containing burger and a bottle of Mister Pip. I left the lid open for a minute to see if the would either close. The Lid automatically or drive away. It did neither. It just sat there patiently until I finally closed the LID. The Burger was still warm and it was delicious after lunch. I went into the starbucks to by a cookie store had been converted to take out only and was deserted aside from two guys behind the counter. The man who took my order said that robot delivery volume was about the same as it had been before the campus shut down. There were people on campus them before but that was offset by Greater Robo delivery interest among the people who are left. It's giving US hours. He said of the robots. I'm grateful for that and quote and finally today speaking of star ships but of a little different kind space xs deep space rocket prototype known as starship finally passed a key test on Sunday night undergoing a super cold pressure test and managed to remain intact on the test. Stand which is an improvement as ours. Technica put it the starship pressurized. But for the first time the starship didn't explode and that's always a positive thing quoting from the verge. I actually though passing. This test is a major step for SPACEX since the same test has destroyed other starship prototypes in the past known as a cryogenic proof test it entails filling the vehicle with incredibly cold liquid nitrogen to see if the vehicle can handle the same types of temperatures and pressure it. It'd have to deal with when it's filled with super cold. Propellants FOR LAUNCHES SPACEX lost three previous vehicles during these cold pressure tests the prototypes either. Burst apart or imploded while on the stand at space XS facility in Boca Chica Texas space x CEO Elon. Musk said that this test was a bit of a softball pressure test but it was enough to proceed flight tests and quote the vehicle in this case called. Serial number four was pressurized to four point. Nine bar or four point nine times the atmospheric pressure at the surface of the earth which is just good enough for basic flight. `send four is just the latest prototype of the starship vehicle which is the thing. That spacex hopes one day to use to send people and cargo to the moon or to Mars quitting ars technica. Now Musk's spacex engineers will attach a single raptor engine to this vehicle and conduct a static. Fire test the company hopes to move forward with this test later in the week. Should the static fire test be successful? Musk has said the `send four vehicle will make a one hundred and fifty meter hop test much. As the star hopper prototype performed in August two thousand nineteen. The company has yet to receive regulatory approval for this test. So it may not happen. For several weeks SPACEX already has fabricated most of the parts for. Its `send five vehicle which may be the first prototype to attempt a higher flight must said if all goes well with us and for the plan is to attach three raptors to `send five for a higher flight tests later this spring all part of Elon. Musk plan to build one starship. Vehicle a week and eventually settle Mars. Starship is the upper stage of a two part fully reusable launch system. That space X is developing. The company's goal is for the super heavy rocket to boost starship into orbit where this vehicle can either carry cargo to some destination or carried dozens of passengers and quote. That's all for today. I've actually got some product feedback for you coming later this week. I gotTa tell you about how my family has actually fallen in love with facebook's portal and also after fifteen years I finally invested in a new Roomba it just got delivered as I was recording this so I gotta go. Check it out more on all of that later this week. Talk to you tomorrow.

apple John Stinky starbucks analyst SPACEX apple SPACEX HBO Bloomberg LID Musk Google US T.'S Timothy B Lee Australia
AT&T Reports HBO Max Has 4 Million Users - DTH

Daily Tech Headlines

06:11 min | 6 months ago

AT&T Reports HBO Max Has 4 Million Users - DTH

"If daily tech headlines Helps. Keep you up to date. You support the show directly. Check out the description. Make a one time donation. Headlines for Thursday, July, Twenty third twenty twenty. I'm rich. Drop Alina. At and T.'s earning call CEO John Stinky told analysts that HBO and Hbo Max had Combined Thirty six point three million subscribers by the end of June of this Hbo Max, roughly three million retail subscribers with another one million activation, coming through bundles with other at and T. Platforms Stinky said that getting Hbo Subscribers That Use Linear Cable Service signed up to HBO. Max had been slow and the HBO Max Users Spent Seventy percent more time in the APP than HBO now users. Twitter announced that during the coordinated social engineering attack that hit the service last week. Attackers were able to access the direct messages up to thirty six of the one hundred and thirty targeted accounts. Twitter said this included the DM's of one elected official in the Netherlands and that the attackers did not access the DM's of other high profile politicians that had their accounts taken over. In its q two earnings, twitter said it's all moderate recovery in its AD business since March with Ad Revenue Down, twenty three percent year over year for the quarter, but slowing down to fifteen percent down in the last weeks of June, the company reported revenue of six hundred eighty three million dollars, missing annals expectations of seven hundred seven million dollars due in part to a one point, one billion dollar loss on deferred tax assets. The company reported it lost one dollar and thirty nine cents per share. Twitter saw monetize daily. Active users increased thirty four percent of the year to one hundred eighty six million users, beating analyst predictions of one hundred and seventy two point, eight million and the largest increase since twitter adopted the metric in an interview. CFO Ned Siegel said that? The recent attack on high profile twitter users would not require a significant increase in expenditures. After the information first reported a group of investors were in discussions to buy Tiktok from by dance are Technica has two sources that say the venture capital firms General Atlantic and sequoia capital are leading an investment discussion with the US Treasury and other regulators to see if buying and firewall in the APP from parent company Bite. Dance would satisfy concerns about the APP security. If the bio went forward by dance, would reportedly key minority stake and Tiktok with non voting shares. Apple released a study it paid for that shows. Apple's APP store has the same commission structure as other APP stores. Google, play Amazon Samsung Galaxy Microsoft and gaming APP stores for the xbox playstation, Nintendo and steam, the study also looked at media platforms like Roku. spotify youtube as well as e commerce platforms like Ebay at the end uber, most platforms with the exception of few like epic games charge around the same thirty percent that apple does. Apple announced it will start loaning special iphones with more access to the devices. To skilled invented researchers to help find in port security vulnerabilities that apple can fix as part of its Iowa security research device program, the IPHONE will have as h, access and root shell to run customs commands with the highest access to the software and debugging tools, so security researchers can run their code and better understand what's going on. Apple says the devices won't pose an additional security risk if they're lost or stolen. Google announced it was delaying the shift to mobile. First Web indexing originally plan for this September and now scheduled for March. Twenty twenty one google has already started indexing new websites with mobile I indexing since July twenty nineteen. Google also announced new security features in G. Suite, G mail will test showing a brand's logo as an Avatar in an email to indicate if a message is authentic, this will rely on the brands indicator for Message Identification Standard and used in conjunction with the domain based message, authentication, reporting and conformance standard, which helps steps scammers from forging from addresses in an email google also flag link suspected as malicious chat google, meet will no longer allow uninvited guest virtually knock in an attempt to rejoin meeting and G. Suite. ADMINS will be able to block specific APPs from. Data. FACEBOOK expanded test on a redesigned two pages on mobile, which will offer a cleaner design and easier management to owners. The redesigned removes the like button, and said only giving users the option to follow and displaying a follower count pages themselves focus on key information like a pages, bio and posts. On the management side, the redesigned makes it easier to edit access and assigned roles to page managers and more easily show insight analytics directly on the page and for individual posts. At a recent round table facebook share details, but how it uses a simulation of the site called dub dub built on Facebook, actual code base to identify and prevent harmful behavior on the platform. The researchers led by Engineer Mark Harmon and the company's a team in London and uses a I bought to simulate behavior with bad actor. BOTs trying to exploit the networks behaviors of innocent bots. The researchers can then add in interaction constraints like limiting the number messages and posts able to be sent within a specific time to see how the influence is bad actors bought can either be given specific behavior made emulate actual behavior seen on facebook or be given a goal and left unsupervised. Harmon says this gives facebook the ability to see how policy changes will impact the platform at scale without disrupting real users. And finally plex announced the addition of eighty ad-supported live TV channels to its streaming service, available to subscribers, and for users users can access the channels through a new section called live TV on plex, which shows a traditional grid guide of what's playing and coming up on each channel. US can customize the channel listings, but cannot record the channels to a plex media server plex eventually plans to integrate the channels with its existing products for recording from live TV with an antenna. Remember for more discussion of the tech. News of the day subscribe to daily, Take New show at Dick, new show DOT COM and remember to rate and review daily headlines. Wherever you get your podcast. Thanks for listening close up to you next time, and from all of us here at daily. TECH HEADLINES REMEMBER? Have a super. Day.

Twitter FACEBOOK Google HBO Apple Engineer Mark Harmon Tiktok Max CFO Ned Siegel US Treasury Alina John Stinky Iowa analyst Dick US Ebay T.
Wall Street Breakfast October 29: S&P Powers To New Record

Wall Street Breakfast

07:32 min | 1 year ago

Wall Street Breakfast October 29: S&P Powers To New Record

"Of A double dive into the most impactful market news and set the stage for upcoming market events. We are your hosts air task Stephen Alpher episodes are available Alpha trader is a weekly investor focus podcast produced by seeking really who has held the position of CEO for almost a decade announced that he would soon be stepping down from his role the high stakes streaming wars an analysis subscribe to this podcast on Apple podcast Google podcasts certified and stitcher financial details and expectations as well as decide the fate of its senior executive including at and T. heir apparent John Stinky must execute as regulation remains overhang for the company citing lower upstream earnings weaker oil prices and weather related impacts things leading today's news there wasn't much movement for US stock index futures overnight as traders held their breath after pushing the around our top stories today S. and P. Five hundred powers to do record growing costs alphabet and oil majors commenced BP posted Q.. Three underlying replacement cost profit used as a proxy for net income of two point three billion while the figure beat expectations setting cheers it consumer confidence figures will also be watched though mark with low supply the housing market is further benefiting from outside demand and lower mortgage rates within revenue dampening investor enthusiasm despite Google's continued dominance in ad sales the stock fell as much as four percent after hours after a rare point five percent pre-market it fell forty one percent compared with an earnings report of three point eight billion over the same period a year earlier the report comes shortly after Bob and you Leeann August the same as last month while pending home sales for September are estimated to rise point seven percent rebounding from August it's drop of one point six percent light up again today is at and T. unveils its enter to net flix and Disney plus setting for a spring launch the HBO Max Offering is targeting eighty million global subscribers good morning today is Tuesday October twenty ninth and I'm your host Steve Ninety three percent decline in prophets and warnings of forks headwinds but recovered and settled down around two percent the latest results add to a tricky dance google a slew of data this morning will clarify whether the housing market is heating back up the SNP core logic case Schiller US national home price index is expected to rise two percent S. and P. Five hundred index to a closing high of three thousand and thirty nine point forty two on Monday the rise was propelled by expectations of a third consecutive rate cut from the federal by twenty twenty five fifty million of those in the US the Iconic Warner Brothers water tower has been rechristened with Hbo Max logo for the event which will real from China in other news alphabet recorded quarterly results on Monday that showed costs like spending on rnd continuing to rise fest timber trade optimism is also in the air after the US tr said watching consider extending certain tariff exclusions on thirty four billion dollars worth of imports lured by the looming IPO of Saudi Aramco top executives from makeup America and J. P. Morgan as well as CEOS from blackstone and Softbank are gathering at Saudi Arabia's Zurve which has started a program to participate sixty billion a month in treasury bills until the end of twenty nineteen and took the extraordinary action to shore up overnight liquidity starting in the brexit impasse this time he'll only need a simple majority to get an early vote compared to previous attempts required a two-thirds supermajority Johnson has and welcome to scale Wall Street breakfast your daily source of market news with Britain's exit from the EU officially delayed until January thirty first two thousand twenty Boris Johnson is trying for a fourth time to trigger an election to people will be hit with more shut off starting today legalities California regulators have said they will open a formal probe of whether utilities violated any rules by cutting future investment initiative popularly known as Davos in the desert it's a big contrast from last year when outrage over Jamal Khashoggi's murder sparked a mass boycott PG and power lines may have started to wildfires over the weekend in the San Francisco Bay area according to the utility despite the widespread blackout clear he is giving up on trying to get his brexit deal pass before an election but feels parliament is broken and dead and needs to be dissolved it's in place to prevent down lines from starting fires during windy weather more than two point five million people were without power at the height of the latest blackout and another one point five billion by twenty twenty six under the trump plan Boeing CEO Dennis Muilenburg who was stripped of his chairman title by the Board earlier this month of the conference the annual summit seeks to project the insular kingdom as a dynamic investment destination and draw six thousand people and international firms to Riyadh House transportation and infrastructure committee this week where he will face tough questions about the MCAS flight control system and how the company works with the FAA to certify aircraft as Safe Obama era rules from twenty twelve called for a fleet wide fuel efficiency average of forty six point seven miles per gallon by twenty twenty six compared with thirty seven miles per gallon is due to testify today at a Congressional hearing after two seven thirty seven Max crashes killed three hundred forty six people we made mistakes and got some things wrong he'll reportedly really up on today's economic calendar redbook chain store sales are out at eight fifty five am eastern time if you enjoyed today's podcast please be sure to rate and review below your feedback is deeply appreciated that concludes today's Wall Street breakfast thank you for listening for the best us with California over pollution standards the decision pits them against leading competitors including Honda and Ford who this year reached a deal to follow the state's

US Stephen Alpher CEO Apple BP John Stinky senior executive two percent thirty four billion dollars Ninety three percent forty one percent seven percent five percent four percent six percent
The Four Major US Carriers Form the Cross-Carrier Messaging Initiative - DTH

Daily Tech Headlines

05:32 min | 1 year ago

The Four Major US Carriers Form the Cross-Carrier Messaging Initiative - DTH

"TNT T mobile verizon and Sprint announced the Cross carrier Messaging Initiative a joint venture with plans to bring rich communication service or are CS to customers by these headlines for Friday October Twenty Fifth Twenty nineteen I'm rich struggling and three thousand million power battery the play will be available in January twenty twenty. At and T. CEO John Stinky disclosed Reuter you read offer verticals for Business Entertainment Health Science and tech and sports and allow you to link paid new subscription with facebook the news page is a sources into four categories general topical diverse and local news in this test local stories will service from publications in New York Los Angeles Eliud tens of billions of dollars despite raising prices three times since launching in two thousand fifteen playstation vue reportedly remains unprofitable for Sony both will be available October twenty eighth finally the Moto e six play will cost under ninety nine pounds and offer a thirteen megapixel camera a five point five inch seven twenty p display Ashikaga Dallas Fort Worth Philadelphia Houston Washington DC Miami Atlanta and Boston twitch Dr Michael Shroud aggressive there's at the upcoming Hbo Max Streaming Service Will Be free to the ten million at and T. subscribers who already subscribe to Hbo Including Direct TV and wireless customers and then training the algorithm to guess what is missing Google estimates this will apply to about ten percent of searches the information reports that Sony began talks with bank several months ago facebook announced it began rolling out tests facebook news to some US users the dedicated facebook page will offer top stories carried by a team of journalists be personalized based on what announcing a tweet that he's leaving the platform for Microsoft's mixer streaming platform the moon comes after another twitch star Tyler Ninja blevins left which from mixer in August oh to explore the sale of its playstation vue streaming service according to sources the service reportedly has a subscriber base around five hundred thousand households and any potential deal would be manager Doug garland wouldn't commit if the new APP would offer encryption stigma intends to make sure chats are private and experience customers can trust late to each other this leverages Google's bidirectional and Kota representations from transformers or Bert which trains machine learning algorithms using taxed with some words removed Motorola announced three new phones coming to Europe the g eight plus the Motorola one macro and the Moto Essex play the plus six point three inch ten eighty p eighty four thousand million power battery with fifteen fast charging a snapdragon six sixty five processor for gigabytes of Ram and sixty four gigabytes of expandable internal storage meanwhile the streaming platforms caffeine which is still in Beta announced an exclusive deal with the rapper offset starting October twenty seventh the deal will see offset stream games every Sunday night can smartphone project sending his retirement from the company as the reason the hydrogen wants smartphone will continue to receive support from the company and the announced Komodo camera with hydrogen one wolf for two hundred thirty nine pounds the one hundred seventy nine pound Motorola one macro features a two megapixel macro camera for close up shots along with a thirteen megapixel made and hosted by weekly variety show called bet with set Google began rolling out an update to English language search to better understand how words within a search for in camera and a depth sensor it includes a mediatek helium seventy processor four gigabytes of Ram sixty four gigabytes of storage and a six point two inch seven twenty p display it includes three rear cameras with forty eight megapixel main camera an eight megapixel ultra wide at a depth sensing camera with twenty five Megapixel Selfie camera on the front it's available pat ability will still be released however the previously

Cross carrier Messaging Initia TNT T verizon John Stinky CEO Sprint sixty four gigabytes one hundred seventy nine pound two hundred thirty nine pounds ninety nine pounds four gigabytes Twenty Fifth ten percent three inch five inch two inch
Whats going on in the mobile world? (The Daily Charge, 7/24/2020)

The 3:59

13:50 min | 6 months ago

Whats going on in the mobile world? (The Daily Charge, 7/24/2020)

"It was a busy week in the wireless world from new plans to bore five G. coverage the lot to take in for. It's over here for I'm Roger Chang. This is your daily charge. Help you catch up is mobile maven and seed at Revere Eli Blumenthal Welcome you lot. Thank you for having me are short. Break down the news one by one because there's there's quite a bit first off. We'll talk about at at announced yesterday that it had launched its nationwide five network. So, what are the details so? Cross a pretty big milestone yesterday when they announced they've reached the Federal Communications Commission definition of nationwide five G. networks. They cover over two hundred million people with five G.. It's available to I guess two hundred million people are two hundred five is their official number of this makes them a nationwide five network officially, and it puts them right if they were t mobile, who has had a nationwide five networks since last December. Right, and as you said the FCC is definition. Let's let's be clear to our listeners. That doesn't necessarily mean that. Everyone in the country can get it. Nationwide does not mean it's universal, but it crosses the threshold that the governments are set to be. Be Basically called nationwide and significant threshold that again allows it to. As you said not, everyone can get it. It's not all I think the countries over three hundred thirty million people I. Don't know if eighteen in all fifty states, t mobile proudly said that they're in all fifty states, but a sizeable portion of the country now can theoretically tap into eighteen five G. Network, and let's also be. This is the the low band network right? Yes, this is eighteen teeth low band, five G. Network which. If you have the right phone, and you're on the right plan, a lot of fine print with all this stuff as I guess anything with the wireless spaces. It's all about the fine print. If you have the right phone in the right plan. You can start using this feature. You're going to get right now. At least are largely going to be the same as what you're getting on a four year at calls, five G. Lethem right, and what is it? We've got at and T. and T. mobile with nationwide networks. When I say, everyone really rises the other big player where for Eisenstein with nationwide coverage, some reisen plants, Avanesian wide network, using low ban this the same similar technology what at and T. mobile are using for their nationwide networks? They planned to have that later this year. They haven't said exactly when. But, they're talking nationwide sometime in two thousand twenty cut and then moving on, we've got T. mobile launching new plans. What are the details on? These are called essential plans. Leads an essential plus plan. It's a new offering. Just a back step to mobile merch with sprint in April and on August second, they're going to start to unify sprint brand with the T. mobile brand sprint stores would be rebranded to t mobile talk about giving it a fresh coat of Magenta paint and all that. And as part of that transition to becoming one giant T, mobile family, I guess they have this new plan, which is good, but again a lot of fine print you need to have at least four lines, no more than six, but if you do get twenty five dollars, unlimited data for twenty five dollars per month and that, but that is not unlike some of the other that that does not include taxes and fees right no taxes or fees, no international roaming, so if you're traveling abroad which I don't know if anyone is at this point because of Covid, but in theory when you do get to travel abroad, you're going to have to pay for data. Whereas some other t mobile clancy include that for free. There's no free Netflix's hotspots limited in terms of what kind of speeds you can get a lot of fine print frontier again. You have to have at least four lines to get this rate, and you can't have more than six so if you're single or a couple. You're kind of out of luck unless you've got some friends. You Really Trust right? which sprint had plans where they can let you share with friends on a family plan so I guess it's a little bit methane, but yet it's very. It's very unlike t mobile, which has for years with us on carrier branding that they've taken onto themselves. Pitch themselves as the sort of we're not doing all the fine print gotcha stuff that the other carriers would do. This this. They're not necessarily trying to get anybody, but it's very specific in terms of who it's targeted right now. Fresh off the heels of t mobile, making a big splash on span calls last week. Verizon's said Monday that it's partnering with Apple on Robocall Protections. So, what's that about? Yes, on Thursday announced that it's working with apple with the new Iowa's fourteen. That's coming out later this year to include natively into Iowa pass, the ability to filter calls blocks. Fan Calls without having to use a separate APP like rising call filter APP. Other carriers have had their own call filtering. APPs this is a pretty nice steph to ending this whole robocaller lease, really fighting it strongly this robocall democracy. Interesting because there are, you're speaking five printed there. There are some conditions right for. Being able to access right now, right, you need to have the Beta version a BIOS fourteen. You need to have culture, plus which is a premium service correct? Yes, you need. You need to have the Beta version of Iowa's fourteen as you mentioned which you can have the public Beta which is available to anyone, though be careful that because it is a Beta yeah, we don't. We don't necessarily recommend that if you're using you're using this device. Is Your primary phone to have a Beta? Version of no US be very careful. Things are not going to work. It's not designed for everybody. That's why it's very much test. You could also be developer who's using this? And if you have horizon and you have a subscription to horizons, call filter, plus which is premium, spam, blocking and robocall blocking. Add on, I think it's two nine a month for an individual and for anyone with over three lines at seven ninety nine a month. It will allow you to start taking advantage of these features today, but verizon says it's going to make it more widely available when I was fourteen comes out later this year catching and I know t mobile made a big deal variety charging folks for their spam protection, but it is important to note that call filter filter plus is a free option feature for. For Razan users correct, yes, call voters free ats. Copper protect which is free. ATM also has a step up version that has added protection features, which you could pay a monthly fee for, but both eight hundred and Verizon version of spam, protection or spam blocking that are free to everyone in this new feature. That eight that sorry that Apple Verizon working on. will be in the call filter for free version when I was fourteen comes. I'm curious the. Variety making big splashy thick, the carriers, the other carriers t mobile not are gonNA. Get in with apple in terms of these radical protection, because it just seems like it's something that would make sense to do right. Yeah, there's a lot of pressure all across the industry both from the government the it's been very very strong in terms of how it wants carriers and manufacturers to fight robocalls. There's a protocol called. Stir shaking. T. Mobile's basing its new technology on that. Jeff is calls in a bunch of the doctor this to make sure that. To really try to help stop the BOBA onslaught that we're all facing. I fully expect that at and T. and T. mobile will be involved with us at some point as well as you know integrating this with Google android. It's something that everybody seems to be wanting to do your curious to see what the underlying technology here because if it is start shaking, that is, it's an industry standard right? Every every carrier has adopted in fact they they are mandated to adopt to stir shaken. Think by the middle of next year so there there's a deadline they're so. I'm curious if There's anything unique to a variety a nap or doing, or if this is something that t mobile not can jump on as well be an interesting thing to to find out and I'm sure we'll learn more as we get closer to becoming generally available later this year. But again it's right now. The trials with verizon, but fully expected this to be open to everybody. It's not like apple to limit it to just a particular carrier when it comes to a feature. Not and verizon also reported earnings this week. What did we learn? A busy court at and t. a particularly busy one. They had quite a lot going on in addition to the. Announcement of its five G., it's low been five G. Nationwide. They also had a CEO transition with John Stinky taking over Frail Stevenson. They had the launch of HBO Max. Spend a lot going on for at and T.. The. Also a big thing that's been weighing on them. is very world wind of a of a quarter They're still pushing through, but how much the coronavirus impacts them particularly on some properties like one or media. which has HBO Max as well as the Warner Brothers? Films MTV TV studios remains to be seen. As, we covered extensively on the side of bunch of films have been delayed notably. Tenet the new Christopher Nolan. Film wonder. Woman's been delayed. And all their a lot of their programs that they plan to put on Hbo Max which is a big focus for the company. Going forward are also. Currently delayed because no one can really do anything with with Kobe, waiting on the country right and they did disclose share that HBO. Max signed up four million four point one million. Subscribers the after the first month they did, but issue Max has its own additional. Questions around in particularly when it comes to broke Amazon the two largest streaming platforms. That still is not on either of them and John Stinky was actually pretty vocal about Amazon. And how they haven't been able to come to an agreement, he was surprisingly quiet on Roku. which may be hints that something's going on. But. He had very very strong words for the relationship with Amazon, which is important to at and T. is a wants to grow HBO Max. They had a lot of HBO customers that subscribed to it through. Amazon, prime video channels. That's a pretty important area for them. What? What did he say? Specifically was he was particularly antagonistic the tone of the comments, so stinking pretty directly can Tomasson he said. Quote? We've tried repeatedly to make HBO Max available to all customers using Amazon fire devices including those customers that purchase HBO via Amazon Unfortunately Amazon's taken approach of treating Hbo Max and its customers differently from how they've chosen to treat other services and their customers. When it comes to corporate speak, that is pretty much as it comes to saying we have a problem with you and with what you're doing. Interestingly though peacock is also had the same issues with Amazon so I'm I'm wondering if. I just wondering which side it really is. This is just sort of rhetoric to throw out there in the public. Everyone has their own self interest here at heart. Hbo In Eighteen, looking for the best deal for them Amazon and Roku are looking for the best deal for them. Peacock and NBC comcast. Are playing for themselves. which for shareholders is probably good in the long term if you had one of those companies. If you are customer who just wants to watch friends or Justice League or any of the peacock shows under TV. It's it's not fun right now. lastly variety also reported earnings this morning. Actually I'm just curious what the impact of the coronavirus has had on interrupted still. How it still doing yet, verizon actually beat earnings on both. Earnings per share on revenue basis. It's reopened, says now sixty percent of its stores at closed due to coronavirus. Hasn't provided much. Update on its five gene at and T. did the other day again. It's still has plans to launch. A nationwide low bend five network this year it plans to expand to meter wave to talk about how it's spent billions of dollars growing building its network in advance of five G., and to prepare for the transition, but nothing specifically as far as when we can expect to see this new network this hour or the additional high band millimeter wave cities that it plans to announce his here. Thanks ally for running through all the various announcements. This has been a really busy week for the world of wireless carriers. If questions about what the kids are doing, drop us a line at the daily chart on twitter where we could check out all of our coverage. Virtually all allies extensive coverage on CNN dot com for the charge Roger Chan thanks for listening. Hey y'all patterson here from the three podcasts part of the CBS. Sports podcast network were there is no such thing as off season in college. Football drives the conversation from national signing. Day. To The national, championship join me Barton Simmons and Tom for Nellie as we countdown to the start of the season with episodes, every Monday and Thursday in June and early July ramping up with more as we get closer to kick off for less than one hundred days away, and that means it's time to start thinking about win totals, conference, championships, sleepers, and the information that will inform our preseason locks twenty twenty, so subscribe today and download the covered three podcasts available on apple podcasts, spotify Stitcher, and wherever else podcast found.

Verizon Apple HBO Amazon T. mobile HBO t mobile T. Iowa FCC Roger Chang Eli Blumenthal John Stinky sprint G. Network official Netflix Max G. networks
025: Ad-Supported Netflix and What is AT&T TV?

The Streaming Wars

46:35 min | 1 year ago

025: Ad-Supported Netflix and What is AT&T TV?

"You're listening to the Stream was the podcast that discusses all the latest happenings regarding your favorite streaming services. Find out which service is winning the war this time around. You're welcome to the latest episode of the strimmers. I'm Dustin Antonia's with me and we're here to discuss all the latest news related to streaming services. We have a little all the news and a couple of discussion points. We're going to try to get to if time permits but we are discussing everything from December tenth through the sixteenth and this is actually going to be the last stringing winning service focused episode. We're going to be having this year between nineteen. We'll be back in the new year with a new episode where we're GONNA take two weeks off so this is the last one so we're gonNA cover. We're going to try to cover everything that has happened up to this point and then when we get back in two weeks you'll hear us and we'll have some new stuff to discuss hypothetically generally. There's not a news happens during the holidays but we'll see what happens but let's start off with the first one John Stinky has said that. Hbo Max will differ from Disney plus greatly specifically because their content library. Isn't that deep and HBO. Max I will in fact reach the whole family not just select members of the family. This this was posted on deadline but the gist of the article was basically basically him saying he's not trying to knock Disney plus in any way shape or form. They're very they've been very successful. He admires the fact that they've had success. But he specifically has said that they have a problem and the problem is that they are not a service that will that does not cater to everybody and in so you know to be net is obviously we tend to say this a lot We are very big fans of what each Max. Hypothetically thank Lee will be went launches but we don't knock Disney plus either because I mean we both have Disney plus but the catch is we one of our main complaints about Disney plus pluses the lack of content geared towards the adults not necessarily redid our material but the content that they actually have. That's new content. That people are GonNa WanNa Watch is not very deep honestly out of the stuff that they've released initially from the first batch of content they've released you've got the mandatory in which is high big profile profiled in the series that everyone's talking about when it comes to Disney plus but there's only a couple of other ones that are not geared towards the younger audience meaning kids or teenagers. There's there's only about two other ones. And even those kind of are all ages type material with encore and the Jeff Goldblum show are the only two that other than adults could get something out of but are are not geared specifically for them. Now I've got kids. who have like watching them into Orion? So there's no question about that and there's nothing that's happened the mandatory in that. You would question whether or not you could have your kids watch it but at the same time. It's just there's just not a lot of content so it goes back to the the huge focus for each max back in October when they had their investor presentation was the fact that they were actually going to be aiming to hit all four of those demographic quadrants that they kept talking on the kept referring back that over and over again and the reason why is specifically because they. I want everyone to know that this is a service that will cater an entire family. Older people younger people middle aged people men women they're creating content and specifically for anything that they aren't currently creating that appeals to one of those audiences they are going to be creating content for those four that audience in the future for HBO MAC so while Hbo has a tendency the demographics for HBO proper have a tendency to be a little bit higher in an age. And be a little bit geared more towards men rather than women. They're trying to correct out with a lot of the shows. That's why some of the shows that we've heard are skewing younger skewing more female than male and that specifically to even the amount of content that they're able to offer out so there's not a whole lot of news here it just. It was a headline that everyone you had to talk about. Because he's calling Disney plus out for not being a full family service and that's not something that we haven't already talked about. It was just something something. That's I guess the media needed to do because he was calling them out. I mean I feel like this is the most diplomatic way to like smack. Talk a company this one moment and then from other are moments that we've seen him different PODCASTS. In different forms of whatnot he really does appreciate Disney. Plus and how kind of like a rising tide lifts all boats and how Disney plus success. It's going to negatively hurt. Hbo Success It's not going to negatively hurt that's going to be a plus but they have to differentiate their product from their competitor. The biggest liking for Disney plus is the fact active lack of more quote unquote adult content. That's where I mean. I think it's GonNa be obvious that. Hbo Max is going to really shine at that. It's going to have a lot more content just aimed at an older audience audience in there's GonNa be a lot more older people watching the younger people. So it's it is smack talk but in like the most polite since they have two different from their competitor in makes is now complete sense. I guess so. It's like sort of a headline it's sort of not in. It's sort of new but it's not really new information so they're not to do it. They're gonNA have to do exactly and that's honestly honestly that's the reality of it all right so the next bit of news comes real quick This is something I'm bringing this up. Not because it's pertains a whole lot to string and services says but A. This news article introduced me to a very wide range of possibilities that I was unaware of the even existed so there was a new story that popped up saying that Lego was launched a streaming video APP. And I was like. Oh that's interesting. I could've swore that legal already had content available on Youtube and I I thought they had content that you could watch on their own website and I was like okay so I read. The article said that their new APP would be available on Roku fire. TV's and Apple. TV's and I was like okay. Okay so I put up the ROKU and I check it out and there it is and it's basically the exact same content that you'd actually see on Youtube vast majority Jordan content is actually available through the strap is content that was previously already preloaded onto their youtube channel. Difference however is that. There's this thing going on right now with Youtube. If you're unaware specifically focused on channels that deal with children's content it's called. Copa basically is youtube. WHOA has been collecting data on viewers of their content specifically to sell ads back to the viewers of these videos? Well it turns out. Youtube is intended intended for people thirteen rover but as most people know. Youtube is not a place where only thirteen year old children and older are watching Youtube. Pretty much everybody watches Youtube Youtube while Youtube has tried to do a youtube kids. It hasn't been very successful long story short the government the FTC action. Crackdown on Youtube and said listen. Listen you can't be collecting data on these kids. Even if they're saying they're not kids. You can't be doing this. So Youtube has decided that they need to crack down on some of the channels that are geared eared towards children and produce content that has meant for children not for people who are thirteen years and older the catch of courses that that means the Advertising dollars for some of those channels are going to go down. So what we're starting to see is starting to see top tier youtube channels. That produce a lot of kids content. That's it's very popular. Go and spend some money to create their own APPs to appear elsewhere other than youtube so that they're not losing potential revenue One of the ones that the first ones I actually saw was. There's this character called Libby. My youngest watches him. It's a guy who just basically shows kids different. You know a children's museum museum goes through and gives a tour goes to indoor playground or something like that but he he's very popular millions and millions and millions of us on on Youtube while he he has his own APP now too and basically Roku that's where Roku is actually making a lot of money which we've talked about in the past is they're going in deals with these companies who are creating their own APPS and Roku is selling the ad space for them and then splitting the revenue between the content creator in themselves. And that's how Roku has been making a a lot of money and why they are so profitable without having to do a whole lot of work so Lego just happens to be getting in on this as well. And there's a ton of other ones I was looking and there's Sunni thing that you could imagine that's very popular on Youtube for kids. has its own APP on Roku and I don't personally have Amazon fire TV or an apple. TV to to try it out. But I assume it's probably the same all of these different devices and it's just these major brands or major content creators getting around the fact that Youtube has been doing things that they shouldn't have and now they're punishing create the content creator so it was Interesting little rabbit hole that dive down that I wanted to share all right so then the next article it comes from the Motley fool and this article kind of editorial but something. I wanted to quickly discuss. The article was titled Wyan ad-supported Pricing Tier Makes makes sense for net flicks. Now this this has been something that's been considered in talked about for quite some time. Should Netflix offer ads and if they do offer ads how does that affect the consumer. And how does it affect Netflix. While the big thing is if Netflix had ads netflix would in turn be making more revenue. And they're there billions and billions of dollars that they're spending every year and content could potentially bring in some profit by having ads at the same time as a consumer. But you're not going to pay the same price if you have ads so your price could potentially go down if you were to accept the ability of ads that flexes said time and time again that they have no desire to to you know have ads on their services. The clearly looking at other revenue streams like product placement. And things like that but the reality of it is is net flicks is in a money bind because while they have a lot of money coming in they still have a lot of money going out and one of the things constantly it comes up every time we hear quarterly. Earnings is the fact that these companies you know that Netflix is spending saint amount of money in their planning on spending even more money and ends. There's no stopping their spending. And eventually the investors are going to have a problem with the fact that they're spending as much money as they could so the question. I want to present that is how likely is it. That in the next five years we see an ad supported net flicks I can see a net flicks maybe not in the US but definitely Potentially just like overseas markets. Where he thinks about Netflix is they are going to want to their about like scaling? So they can get more people to wash their content and then it's going to be great in India's the platform and we can kind of look an example where they're changing. Their business. Model is in India. They're moving to report this elsewhere. And how you know. Netflix is taking a different approach. in India and how they're going to offer cheaper plans but cheaper in terms of like adjusted for just for the currency based in India just the difference but then also allow just a mobile only option to where they're reaching out to the average Indian where most of the time they're going to be the percentage of people who have smartphones smartphones is is pretty high in comparison to the amount of people who have you know just a normal laptop or desktop. TV or just to set a box at home on the amount of people with smartphones is just a just a lot of Netflix can offer just mobile only solution subscription than they can able to leverage just those customers and so we could see that is kind of taking a different you know taking getting a little bit of a risk but taking a different business strategy to get into really reached the Indian market. And I think it's a smart decision however you know they're trying to make it a big push into India into the Middle East into Africa to these places where just due to economic the might have the extra income to spend on a streaming service. It's doesn't mean nets. They're not going to watch. It just means that you know fortunately other bills are gonNA come I into them and I have family disposable income so what they could do right in these in these areas is is to provide you know team up with local partner advertising partner for whatever things I don't know those regions well pope. Whatever the brands that are popular in those regions team up with them Offer an advertising backed you know platform for those regions. So netflix would still get subscribers. Would still get in a revenue however all of us were just watches. Ads from from those big Brains area. I can see that being a solution. I could see that working pretty well. I don't know if they're gonNA bring in that mob although into like dos proper or until like the western Europe because they might just see the point of doing so like what's the point. Why like we're already doing fine in so I could see them really doing that for the international growth if that makes it definitely does? I mean I'm not going to sit here and say it's not it's not feasible. I mean athletes might want to sit here and say for the night for the immediate future that it's not you know they're not going to do something like that but the reality of it is that in some way they're gonNA need to bring in money and they cannot raise the prices again one because we've experienced so many price increases races over the past few years that there's no way that they're going to be able to raise the price especially with more competition in the market present too much issues with the fact that people could choose choose a different service that could be cheaper could offer more content for the same price could offer more features for the same price in. I don't think that they want to get into a situation where they're going to have to raise the price so the idea that they could potentially do an ad service or an ad supported version or a tier. It's it's it's entirely possible. I do believe like you said that. The international market is someplace that this could work. Well mostly because we already know as you said and as we've said in past episodes they're already doing lower priced. I service options in other countries. Part of that has to do with the median income part of it also has to do it just type of content delivery wait that they're receiving a lot of the smaller all our countries they're using their phones rather than streaming in over a home network onto multiple televisions. Most people don't have it multiple. TV's they're going to stream it on multiple devices at once so it makes sense to have those cheaper options but you know what makes even more sense to have an ad supported version that costs even less. Yes because the reality of it is no from whose numbers that there are people who have no problem watching stuff with commercials and there are other people who prefer to watch watch things completely commercial free. That's why these companies offer both. CBS All access. It's they've got their version which is ad supported and then they have. They're slightly lately more expensive version which is not. I think it's honestly only a matter of time. Each Max is going. I think. Be The fuel to the fire of e Netflix. Potentially doing this because if HBO can figure out a way if they launch their ad free we already know a year later. They're probably going to have ad supported tears as they can figure out how to integrate the great ads in to Hbo content that have never had ads before. There's no reason that Netflix can't figure out how to do the exact same thing and the success from HBO. Max could be the the like I said the fuel to the fire of netflix deciding. You know what okay we're GONNA do. This could be something like that for some of the smaller services says like Disney pause for Apple. TV plus probably not mostly because the content library isn't nearly as large and the amount of content that's being produced isn't as much but what's completely content with the price point that they're at and if they're not you'll see those prices raise and they have room to raise because they're already very very hello all right so the next news there's Ju- news points in the show notes. That's kind of go hand in hand and this is something that it did a little bit of research and uh-huh boy there's something very interesting developing at. At and T.. That's has has always been said that it's going to go hand-in-hand in hand with HBO. Max I don't think anybody's really realizes that are really connected. The DOTS is to how much okay so the first thing is it was announced on December twelfth that. At and T. TV will launch nationwide in February twenty twenty. Now if you're asking yourself what is. At and T. TV. Is this something else. That's launching and I would say yes and no. That's helpful I know so. Here's here's how it works so we've talked about direct TV now you've talked about. At and T. TV now they had there's eighteen TV watch TV. There's all these other companies and there's actually I've I've seen a video where they basically have the ball written out and there was like four different ones. Now it's down to two different ones. And so basically they. They announced that as of February twenty twenty. At and T. TV which will be the new live TV option that's coming from. At and T. similar in the vein of Youtube TV or who live that is coming. Nationwide Twenty twenty it has already actually launched in select markets not very many markets it is actually launched markets. And I actually have in front of me a list. It's currently only available in Riverside and orange in California for large-scale. Miami Topeka a Pika in Wichita. Kansas Minneapolis Saint Louis and Springfield in Missouri Newark City Corpus. Christi El Paso Data in Texas in Seattle and Tacoma in Washington nineteen. So that those are the only areas it's actually available in now. There's been plenty of talk about this service in general and I think there's been a lot of confusion because there is so so many other versions of what he t has offered. The reality of it is they are all like merging into one and there will be this new eighteen eighteen T.. TV going forward now. Here's where it gets interesting though so I've done some research to figure out exactly what this is mostly because there was another article that just popped up a couple of days ago where it. It says that there's a chance that. At could stop selling UBER'S TV starting in two thousand twenty. I read this article the article. You can read yourself over right through the link. It's over at komonews DOT com. This was interesting because I was thinking I have university. What does this mean for me as a as a subscriber university diversity? What does this mean for the future of of? At and T. if they're gonNA stop selling versus TV they already have issues with direct TV. They already have issues with you've verse. Subscribers leaving both of those already have this mass exodus of of subscribers almost every single quarter we hear about multiple subscribers hundreds of thousands of subscribers leaving the services so it turns out what I have gathered from the various articles that they're not looking at selling Uber's. TV is as an option anymore. There's a good chance that direct TV will eventually just run. Its course It's going to stick around for just at least the next couple of years because because of the deal that they have in place with the NFL ticket. That's been in place for quite some time but it looks like at and T. will be completely switching over to the Internet based live TV option like you to TV and when I looked into AT&T's website to actually learn more about this. It basically says that that you subscribe to the service they give you a small box that allows you to connect your TV similar to the way apple. TV has one and you you will be able to watch all the shows same way as Youtube TV or Hulu plus the differences. You'll be able to have a remote the remote actually has google assistant it linked into its. You can have voice control and by the looks of it and I have to say this one of the things I one of my major complaints about TV. When I got it set up was the? DVR boxes were horrible. The interface was was not good at all. And I'm just looking at some screen shots of the interface and it looks really nice. The remote looks real. Sleek the box real small seconds shakeup a lot of space. Yes you're talking about this setup box so awesome key news ATV ATV read the new thing that you're talking about that's on the box can use it on a different bucks. You can stay at my Roku yes able to. Yes okay. Cool just the remote that the other box. I'm guessing the idea. Is that if you get the box. You've got the remote you can. It says on here. It says it doesn't connect to the ECHO connects to the Internet wirelessly. You don't have to have a cable plug or a cable outlets or an Internet outlets attached to the back of the box because right now with my Uber. They had to install a internet lying to connect to the main hub for U. Verse TV and the other additional box. That I have is wireless but you still have to have an adapter for it is there. You don't have to have it have to use it. But is there still plug because I know people that use the plug. Just because they're watching like four K content that well that I don't know I'm looking at a thing that says all you have to do is connect. HDMI cable to to your device from the box plug in the device use. The remotes turned earned on and follow the prompts in it works. It's supposed to be super simple. I'm guessing this also eliminate the need for someone to come out to actually set it up for you as well. But I'm guessing that ultimately committee with these two articles of popped up in the last couple of days and the fact that it's supposed to be launching nationwide in in February. I'm honestly believing that this really is the future of what they're pushing for and it makes sense to get out of wired because their whole basis behind what they're trying to accomplish with. Hbo Max is to get people to stop stopped. Switch stop ending their services and if they have a service they can literally take with them anywhere they want it ruled it will reduce that the you know the all you need is an Internet connection. And that's what we we've talked. We just talked about this last week. The Internet connection is where the money's at right now so of at and T.. can offer faster speeds than everyone else or offer more data than everybody else. There will be a reason to stick with. At and T.. And then you'll just get these other services and it also makes perfect sense as to how they play like because they've made had this big deal about how they're planning on teaming up this live TV option with HBO. Max How do you do that will now. It makes more sense once you kind of get into the nitty Gritty of these details. So I should be able to all my Roku right now eventually lake. Okay let's say in two thousand twenty when it comes out on my Roku I can hypothetically installed told. At and T. TV APP into my account and then watch TV with the remote gap. That's good see how would I would I would. That is something that I depending on the price I would be interested didn't well. It looks like from their website. It says it's going to be starting at sixty four ninety nine was that bundled with stuff doesn't say the bundled with anything. It just says sixty four hundred nine four twelve months plus taxes and fees as cloud. DVR there isn't it says it has five hundred HD hours of cloud DVR storage Nice Nice and is the is says one remote controls your entertainment and your smart home devices which means it will pair with any existing Google devices. See that remote is just extra I mean so I guess trying to get his is one. I'm interested in the service but on my own box to get back to when. Hbo Max Comes Out and I want to know tables and that is that will get me but most importantly who like A. I don't know if you know this. But my permit complex right. I'm turning around right now and I'm looking at my box. And what a lot of these companies make their money in his really. You're renting a piece of equipment all year. Long like the router right I could buy my own and I could could say myself some money but at the same time it's like I don't really need that big of router so I really don't care so these companies right like. At they're selling you this idea of the set top box the idea of the remote because those are easy sales that they're gonNA make you know they're gonNA rent. They ran out there the router unit that I wonder why the removed just like extra cash she knows to like your heart on the remote in my head. It's like yeah like a from a business standpoint. Let me push people at the remote because what my cost like what three bucks to make charge like fifteen bucks twenty bucks. Those margins are pretty high. So I don't really care about that. Per Se is a business because the future business right if they're trying to take it expanded. The people aren't going to like like don't watch on their ipads they're TV's computers that are not necessarily. At breaks he writes and that's kind of where my head is at the. I don't know that the hub is i. Think the hub is something other than what you're thinking though because what I'm looking through the explanation says the hub of your home sink. Your smart home devices is to easily dim. The lights change the temperature. More with your voice all linked with Google. It also says forecast experience. Your favorite APPs like netflixing dazzling four K.. For greater death yes which means it sounds like it is a Roku. It's it sounds like they're trying to sell their own thing. Which is fine? I mean it's not bad I mean it's good for them but in my head like from a business proposition like either gonna get people now based on this cool ninety this cool nice new box that they have that connects everything. That's fine people already have this boxes you know. They're not really GONNA go out of their way to get that box. I mean that. Might you know what I'm saying. It's like that's not the selling point for Dan. The selling point for them is you should be able to access it anywhere and thick at that. Then I'm hooked the setup box like this to me when I'm hearing is just like that's only nice bells and whistles bill like that's going to sell some. That's that's extra cash in in this whole thing but it's not what what's going to keep the business alive. You can keep the business alive is how is it. How good is it? How competitive is it on the cloud accessed anywhere? All this other stuff is just like Nice. Bells and whistles like I wanted good speakers but like having Amazon Elixir Google assistant built in like dance just really for fluff Keenan actually like or the speakers any good but it's kind of home viewing situate. It does say a looking into some more freelance questions says do I have to use a specific dice device to watch the the ATV says it comes with their next gen device. GIRAL set to watch on. Your biggest screen is has always on the go. We've got you covered just down though the TV APP onto your mobile devices or tablets. You can stream anytime anywhere. Didn't answer it doesn't doesn't game. I'm looking to see if there's no question about some kind of watch and other devices you can stream ATV TV anytime anywhere. Download the APP on your mobile device. Plus you can watch Sean. It's yeah it doesn't go into details on other potential devices. It does say that you will be able to have it says plus you can watch up to three different shows up to three different devices devices at the same time. So get three current streams. I mean I would imagine if it's I imagine it would be available anywhere that you keep with available in the future. I can't imagine why wouldn't because while. Yes they WANNA push the hardware which was a huge benefit itself to me. I mean I find it use for that but I understand where you're coming from in the with the intent that you don't need to have it can just use what I already have and for them. That's actually better for them. Then because then they don't have to worry about the hardware costs associated with to of course if they're charging for the box than it's a then it's a whole different conversation but if you can just subscribe to the service and and have the ability to do all of this stuff that would be pretty nice. I mean and the plus is that that might mean I could get out of my contract early without having to worry about cancelling anything. Oh actually this is a really important question when I signed up for. At TV lobby signing a contract or is it just because you said twelve months. I think the thing is the twelve months I think is because of that device. The thing is what I'm looking at here. It says says learn more about the advices and features it says in order to get the discounted price I think to get that that device you have to sign up for twelve wants but I have not seen anything that says Not seen anything that's says. No satellite dish. Sure appointment necessary. Plug it in turn it on. It doesn't it doesn't specifically say anything about whether or not you have to be locked in. I guess the only thing I'm seeing regarding the amount of time as it does I'd say in order for that sixty four ninety nine price it has to be for twelve months and it says with twenty four month agreement prices higher in second year Regional sports fee is up to eight forty nine per month is extra. There's no it doesn't say what the price would be if you didn't have it. So gotcha but yeah I mean like today fearless is something that is very very new to me because I just found in everything I know I know I know I I mean being serious I was going to giving it the ringer because I really wanted to know me personally. I'm interested in that but I think so if I can get this right before I give you more praise. They're getting rid of direct. TV essentially right the getting rid of in my head right. They're getting rid of direct. TV getting rid of eighteen. Now they're getting rid of eighteen to reverse and they're combining all those different things into to this new service eighteen. TV At and T. TV in. That's where you able to watch live. TV of eighteen anywhere you are. Is that what I'm getting right now. Yes yes the you finally this is. This is what I've been a string horse listeners. You this is where I make fun of. At for awhile now because it was really confused. Bali's different monikers offers. This is good consolidated. All Down One business right ATV one. That's going to help with your partnership with when Nielsen and then to Zander in terms of You're you're kind of everyone using the same services can kinda know right if you can mish all your data sources into once worst. She's better In terms of just I dunno wife having everything from the single source just good less complexity to you're able to more easily offer bundles with like HP HBO. Max Ends Sister Live. You know. I wanted to for for a different discussion but this whole idea of brothers warning media. I'm trying to play Nice with Other pay TV providers since I can see where media even offering there eighteen T.. TV Packets Lucien with you know like Disney plus or Youtube or Hulu. You know like you know. Hey we're not offer you this bundle because it seems like they're more open to bundling things these other services. So I'm this is a great move for ethnic ATV. HBO OR MEDIA FOR THEIR BUSINESS. In general I definitely agree and just to kind of wrap this discussion up but basically this all stemmed from this article on core Cutter News. Were basically. There's there's word that they could stop universe. TV sales as early as twenty twenty. This would be after. OF COURSE ATV launches nationwide in February. If that happens that means any existing cups numbers would still have just like any existing customers at direct. TV would still have it. But if there is an internet option and for those customers they're going to want to get them to switch over and in most cases it's going to be less expensive than the current offerings. I don't I'm trying to think of my cable costs. I don't think it's that low. I mean. Obviously there's certain things you'd still have to tack on. But I still think it would be lower than the current offering offering so again it will go into John. Stinky's wonderful thing of welfare costs lush and you get more than why wouldn't you want to. It's just an IQ tests. So yeah I mean in. This could be the reason I mean. They're they need to switch their. They realized that the cable side of things is not working and the broadband is what matters and this this is how they do it. They want to use them as much as possible. They want you to use their services instead of anybody else. They're going to try to figure out the best ways. The plus as his they've had the the wireless side of things set up for a long time while they might not be night might not have the top market share when it comes to cable provider. They already already have a really really large established in market. Share for the wireless side of things so it makes perfect sense for them to utilize that to get customers customers to switch over to the other offerings that they have as well and by offering this. This is the core cutters dream. Honestly I mean this is exactly what a lot of people would want. It's less money exactly everything that you would already gets when it comes to the content. Get through cable so this is really smart. And we're GONNA probably be discussing this a little bit more next time around and in the future when it actually launches have more details and I'll do a little bit deeper dive into into some of the finer details to find out more about the pricing and things like that but this is really smart for. At and T.. To do and it makes perfect sense to this move working hand in hand with HBO Max which is Launching Spring Very smart all right so let's get into too quick discussions so the first one dives right back into what we were just talking about. How live ATV so there's a lot? There's certain there's certain companies who have been working at steaming themselves with live. TV options meaning. You've got youtube who who has live TV. You've got Hulu which has live TV. There's other companies out there pro. At some point I plan on doing an episode kind of diving into some of these All the different live I TV options out there. But there's a bunch of different live. TV options when it comes to Internet's television Youtube TV. Fubu things like that. And there's there's is lots of different choices but one of the things that we're seeing is that the companies that are tending to go and make deals to like for example the Disney plus they have Hulu they have that version of the US. Essentially a cable supplement. If you don't want to pay for cable you can pay for one of those house and one of the things that has been popping up. Is that their net. flicks obviously does not have that and for for them. It doesn't make a lot of sense to get into that market because they already have a foothold in their own. Already make specific amount of money from every every subscriber every single month by one of the things that I found really interesting was a series of articles that were released over the past month. Netflix specifically offering certain certain things in certain markets. And why. They're doing what they're doing is because they're trying to get a foothold trying to get a foothold. One of the things that popped up was. There's an article talking about how Netflix is now available in over three hundred million pay TV households. Now what that means is that if you are a cable company company you have a set up box we just talking about this and the the set box set up box that sits on your shelf by your TV that allows you to basically weekly convert the cable signal or the Internet signal into a signal to show the video on your screen. That has the ability. A lot of those boxes have the ability to have APPs. There's very few cable. Companies have not updated their boxes that they have apps but one of the things. I remember as a comcast customer years ago was that it was a a big deal when net flicks was added to comcast boxes. Because there was like You would think they'd comcast wouldn't want net flicks on there but technically they're in different markets. So it's not really they're not really like competing with each other other than just having content but this also goes in line with the idea of how. HBO has existed for all the years about how they're a paid service surveys that through the cable companies. You still have to subscribe through it and just recently. They've gone the route of having like the HBO now where you can get by itself. We don't have to go through. Cable Company became companies. We're getting money from that. Yeah I mean it's it's like I mean I know because he just sent said it's like it seems like they're going to be like competitors but it's like yeah comcast netflix other. They do offer services and they do own like content. It's different businesses one streaming once setup cable box and it's like comcast it's not hard to let them What them have access to the box? Because it's like yeah you might not make as much money as your own service but hey making five bucks here is better than nothing you know what I mean. I don't think some people understand it's like. Oh yeah you know their competitors how they work and it's like well because you got to think of these companies is two different businesses and comcast comcast need like NBC. That's kind of doing the streaming side you know Eighteen at proper then he got like one in media which does like the streaming so it's they're not competitors. It's Kinda hard to explain but I could see how sometimes people it'd be like reporters. Yes but they all like to make money and this is a great way to make money yes and one of the things that some people don't understand is will. How does comcast make some money off of this while? There's two two ways one. Is that Netflix. Most in most cases not flex pays money to have their APP on these boxes. They don't pay an insane amount of money Johny but they pay these companies money to have their APP because if you can access this APP easily through your cable provider. You're more likely to actually subscribe. Which of course horses what Netflix wants? However if you are older customer who doesn't have a Roku or any of the other streaming devices out there you don't have smartphones? How are you ever going to even in watch Netflix? You're not because you don't have the ability to but if you can do your cable box which is a device. It's already in your household that makes it so that well. Hey I heard about this really really cool show that I'd like to check out on Netflix. RIA that's that. Sounds like a good idea on that a subscriber. All gals subscribes to that. I consider watching. Oh Wow look at all this content. That's here and they don't not even need to have another device. It's just another device. That already exists that Netflix get their APP on which means they could potentially have more subscribers. They do pay money money to have that on there because they potentially are going to get subscribers from that but the other part of it is that the cable companies but I would assume and this is just my theory that you know most cable companies have data caps on how much content you can stream or use the internet per month. Comcast has for most posted their plans. I think it's like a two terabyte talked about this before. But it's like two terabytes the more you use those streaming apps the more data you're consuming in which is good for them because if there's a family who's using an insane amount of data they can make money off of that as well. So that's what it comes down to. It really just comes down to WHO. That's that's how it's like a mutually beneficial situation. In some cases the cable companies probably making way better than Netflix because Netflix is his pain money regardless of whether or not it gets the subscribers but it does give people the option to subscribe without having to go find another device and and so this was. This was the article that stemmed all of this but then also Amazon Amazon just was it. It was just announced earlier. This month at Amazon is elevated Amazon. Prime image should say prime video is available now on TV boxes. It's coming preloaded on Tibo boxes and I'm pretty sure Netflix has also already on there too. So these there's certain services services that you can see what they're gearing. They're focused towards Amazon net flicks. They're clearly gearing towards the same focus for what they're trying to do if it's far as how they're going to be making the core amount of their money which is subscribers Amazon clearly has a bunch of other parts of their subscription that they're making he money on as well with the shipping and the other services that they offer as part of a prime subscription view can clearly see what they're trying to aim for while you see other companies like M.. Hbo Max Any T.. And T. and Disney and Hulu you can see that they're gearing towards you know the supplementing the cable TV market and that's one of the reasons is why it's GonNa probably be very difficult for. At and T. to get HBO. Max preloaded on other service providers setup boxes like they could with HBO because it it. There's still a competitor. Now that e t owns wonder media and then subsequently. Hbo Max Finally. I feel like it's going to be very difficult unless they're offering are very sweet. Split deal when it comes to these subscription plans but I'd not sure how much that is actually going to work out for them but I just wanted to quickly quickly bring this up because I think a lot of people don't understand that like when you log into your cable or you look under your cable box. And you see that Netflix APP. You might not using it because you're using a smart tv you're using a Roku or some other streaming device. You're using Netflix on your phone. But there's a vast majority of people out there who don't have these devices and when you look look at the numbers for the row coups and Amazon fires and all of these devices that stream. It's still a small fraction of the amount of people that are actually in the United States. If we're just focusing on the US so having these boxes that are all over the place. Because there's a ton more people who are subscribing to cable than individually subscribing to one streaming service that is reality that is that his real. There's a lot of people who subscribe to cable so to get an APP on their means that these streaming services could have a whole nother customer. And that's important to them. So that's that's a quick discussion. I just wanted to bring up the other one to kind of wrap up the episode is of Jumping back over. Hbo Max There was a couple of news articles that post up about each meal. Hbo Max's Focus and and these aren't. There's not a whole lot of like surprises here. But the first headline read Kevin Riley. WHO's currently the HBO? Max Head of content He's he's the the person who's in charge of the content that's actually being assigned to the service as well as a bunch of other warner media stations and channels as well no but he specifically said. Hbo Max will keep the biggest were media hits and they will not hand the rivals. They will not hand them over to rivals with as a club club to beat us with meaning basically any major movie that Warner media produces expect to find an HBO. Max You're not gonNA find it and that flicks you're not gonNA find it on prime video you're gonNA find. Hbo Max because those films. They're putting effort into their putting marketing into and that will help their service this in the long run by having those on their service so they were basically saying that same thing with shows if they're creating new shows that's our hits they're are going to not be signing deals to have them stream anywhere else but HBO Max for the Foreseeable Future. That's not to say that they have other content and will be available elsewhere but they're thinking immediately presently we need content and we need the hits for us. That's one of the reasons why they're bringing friends back to the service they they're bringing a big bang three. Those are two really big sitcoms that they have for you know that there are part of the war media library of content but also very big hits. It's that they could potentially have made a ton of money if they licensed about somewhere else but that doesn't help them for what they're trying to accomplish with. HBO maxine getting the Subscriber Base. They could ultimately make way more money from a substantial subscriber number compared to the licensing as time progresses assists on an immediate thing but that is something that is very realistic in the long term. So you have to think about long term the other article was talking about the key aspect of eighteen. TNT's video strategy. This was the cfo talking about what Hbo Max Means to them. And I'M NOT GONNA go into a lot of this but they basically said a lot of what they've been dealing with is there pay-tv business which means they're cable television direct. TV Huge Universe that that stuff has been suffering very badly and they need to figure out new ways of engaging the customers to stop unsubscribe ing and one of the ways they're doing doing that is with. Hbo Max but more importantly as we were just talking about ATV if they actually have like a really reasonable bundle for were at and T. TV the live TV option. That's Internet only along with HBO. Max that could also really help them and boost their numbers. And that's what they need to have. Because as we've seen through their quarterly earnings they keep losing subscribers investors frustrated because they're losing subscribers so they we need a solution and this is what they're going to be doing so they have a plan and even though they've not been very great about showing the big picture of everything. If you start to put the puzzle pieces together you can start to see the big picture all right so with all that being said that is going to wrap up this episode. I wanted to encourage everybody everybody to head over the website. You can check out the release calendar for all the content that is coming in the near future to all the streaming services. You can also check out the full list of all the show notes sometimes different podcasts. Networks they have a limit on how much the show notes can actually be. So if you don't see all the show notes either on Youtube or wherever you're listening to the podcast you can definitely over the site and you can find the show notes available over there. In addition to that you can follow us on twitter. And joyner dischord to see all the articles that we are talking about here on on the podcasts. As well as other articles that we come across we find very interesting related to the streaming worse. In addition to that you can also follow us on Instagram for police announcements related to new episodes episodes. Definitely if you haven't subscribed you're if you're not following us on instagram please do. Because that's where you'll find out in the next two weeks when there's new episodes because they're not necessarily going to be posting on a typical Tuesday and Friday schedule because of the holidays and when they're happening so be sure to follow us on twitter and instagram. And you'll find out when we have episodes but if you're subscribed to any of the podcast platforms that we have the podcast on as well as if you're subscribed to us on youtube you'll you'll see the new episodes. Says they drop but we do plan on releasing an additional four episodes over the course of the next two weeks while we are taking a break. You can leave us reviews on itunes wherever you're listening to. The podcast is greatly appreciated and be sure to send us an email at the stream awards at g mail dot Com so for twenty myself. We wish the guy's a great holiday and we'll see guys in two weeks thanks for listening to the streaming was check us out on twitter and instagram. Also consider supporting awesome patriach links can be found at the streaming wall starts

HBO Hbo Youtube Netflix Roku Disney T. TV Amazon Max Head Hulu United States Google Apple comcast John Stinky Twenty twenty
Fast Money 08/28/20

CNBC's Fast Money

23:25 min | 5 months ago

Fast Money 08/28/20

"Maybe, you've heard of slack, but what is it slack? Is Your New Q. One place for everyone at your company to find answers, share updates and stay caught up slack where work happens get started at slack dot com. Yes, it does John Sarah Mike. Thank you. Everybody. I am blind Sullivan Infant Melissa once again and is fast money your trading lineup tonight Brian Kelly, Steve Grasso jumped bills, and bottling is tonight on fat. Old Your bets one analyst says, you might WanNa pump the brakes on shares of two red hot gambling stocks plus it is the end of an era for apple and Tesla, and also the start a new one. What you could expect from shares began trading Monday post split. And check out the running this mystery at avenue chart over the past week will tell you what it's got shining. So bright you think you know what that ETF is. Do you let us know art? We got a lot to get to, but we're going to begin with news breaking on at and T. here's jumping after our. Julia Boston with more Julia. That's right. Brian those shares up about two and a half percent on after after hours trading on a report that at and T. is again exploring a sale of its direct TV visits this according to a report in The Wall Street Journal which cites sources saying at and T., and it's Goldman Sachs advisors been talking to Apollo global and platinum equity as potential bidders now. Eighteen has previously explored selling direct. TV and CEO. John Stinky has discussed the importance of divesting non-core assets in the company's interest in selling consumers TV over the Internet and alternative to direct TV's settled light. TV Bundle Direct TV has struggled with cord cutting amid the growth of streaming options. The Wall, street? Journal saying deal could valued DIRECTTV below twenty billion dollars. That's less than half the forty nine, billion dollars eighteen paid for direct TV back in two thousand fifteen eighteen tells us it has no comment on this report we are reaching out to Apollo and Apatin AMAC witty and have not heard back yet Bryan, back over to you. Julia abortion. Thank you very much. All Right Steve Grasso. So your take not only on the news, but I want to get your take your. When I saw this headline my immediately fired off an email, the producers I said really. The Randall Stephen Scenario. Is. Marked by deals that apparently just ran up debt now you looking to sell direct TV at less than half what you might have paid for it here I, mean. At and T. common on the deal and coming on the company and the former management team. Yeah. So I think they were forced to look back Bryant to the era that you're talking about. So you had you know the two majors yet verizon at and T. then you had John. Leger earned the whole industry on its head. Am I right there. So They were forced to compete. They were forced to try to gobble up create value where they thought. They could they were trying to chase where the puck was going to be not where the pop was. So I don't fault them for doing that because if those deals turned into something. You ought to pose that question to me, Hey Steve All these deals turned out. Great. So it's always you know six half dozen of the other and in this one, it's hindsight's twenty twenty. So when I look at, we get and state of the layers. Yes, you're correct. You're correct. So it didn't. So now you're looking at at and T. that is basically been flat lining at around thirty dollars you get catchy yield of just below seven percent. Now they're trying to figure out what do we do now? To be competitive in the next five years. So to your point, you have to start a reestablish yourself because now you have T. Mobile T. mobile's up almost fifty percent because of their merger. Yeah with sprint. So there a viable competitor now. So it's either t mobile verizon or at and T. so at and T. is taking it on the Chin Down Twenty, three percent year to date verizon down three percent and t mobile up fifty percent. Where's the next fifty you're going to be made? I think since it's been so bastardized in the story has been around for over a year. Now Baby we get some. Maybe you could finally get a pop in the stock. All I'm saying. This and I'm not just slamming the former management but I am slamming the former management because five years ago at and T. was a forty three dollar stock. It's a thirty two dollars stock today. Hey, verizon. At least you can say the stock fractionally higher than it was five years ago it hasn't lost forty percent of its value even as the Dow S and P go on record runs. Is there any reason be to own at and T. stocks got what? A couple of hundred billion in debt? Well. Yeah so that's that's really the issue, and so why is it up two or three percent if they can get twenty billion dollars out of this, then that's cash on the books maybe it reduces that debt a bit. You know and you're concerned about whether or not they're going to be able to pay that dividend a seven percent yield or shall i? I'm so. So that's the thing that you need to. That's that's what investors are looking at. Is that how sustainable is that dividend? They know that they've got a problem with direct TV I mean listen you know they look you're going to lose thirty nine billion dollars on this I don't know what the management got paid in total over the last five years but I guarantee you I could lose thirty, nine billion for about half of what they did it for. One hundred and ninety. By the way it's up Jeffords one, hundred, ninety, six dollars in debt for at and T. According to capital, Iq? The management made a bundle I believe they're all who retired is making a bundle in retirement, which by the way is their boards and that's that's the board's decision and that's fine whatever was approved approved. All I'm saying is that the stock has done nothing except lose investors money over the last five years now they're looking at selling this. This was their whole strategy was direct TV in the bundle. Now they're like Oh let's sell it for less than half of what we paid for it. Yeah and I don't know that this is necessarily the powerful catalysts that you're going to need to move the stock higher just go to the charts. For example, it's been trading right at that fifty day moving average has shown some support there but the reason you buy it I'll go back to what to look. Rosso said you know you have room to catch up you're talking about a four multiple at about nine times. So if you're looking forward and you're not looking at the past mistakes and you can be a patient investor perhaps you're seeing a little bit of technical support here you buy it on valuation and Hang On. Okay, let's move on now to what was another monster week on the street of dreams not only did the Dow rise nearly three percent, but it is now positive on the year. Yes. Just by zero point four percent but hey, it's positive and dividends. That's even a little bit more today's move with the S. and P. Five hundred actually fairly broad based even old energy coming along for the ride. The strength is the Fed wrapping up and historic virtual meetings. Steve Lebron just spoke with Saint Louis Fed president. Jim Bullard, and here's part of that conversation. We're not even thinking about thinking about raising rates and I think we've got a good policy in place right now just continued this policy I don't really think. This is about monetary policy. This is about the virus and the economy adapting to the virus risk management around the virus in the contagion that would otherwise occur. Our think our monetary policy is is just right for this situation. Right. So bond with rates clearly lower for longer. Forever, or these are definition of forever are there more gains ahead for the stock market? Overall? There are particularly, you break it down sector-by-sector. We've spoken in quite a bit of detail. On several mediums right about how narrow this tech rally really has been. It was tagged than it kind of leaked it to the housing sector rates, specific rate leverage type of sectors, and now we're we're seeing not only is not only are we seeing low rates? We're also seeing more of a normalization steepening of that yield curve. So we might see that transition into the financials, but I will say is if you take a look at the action of the, you watch that just today Oscillate sixteen percent between twenty two and a half and Twenty six and a half clearly investors are continuing to buy but with a bit more caution, I mean you've got to be putting some protection in place here. So yes, the Fed with their of policy clearly is leading to risk assets continuing to rally. But I think you're starting to I, think you're starting to see more people come out of the war and say listen we might be on the precipice year and so you're seeing volatility and the market rally in tandem and I think you always need to scratch your head when that happens. Yeah and I think Steve Grauso eventually, maybe this elixir of low rates might way where off I mentioned this power lunch today low rates were always undeniably with no ill-effects. We should just peg the interest rate at one percent for the rest of our lives and move on but low rates often do come with a negative asset bubbles. Likely inflation etc. Is there a point at which is low rates? Simply will not benefit stock investors any longer? Yeah. But we've all. We've all seen this happen and we've all seen this sort of play out. To the opposite of what you're saying but I do agree With Bonna when we're talking about this last night on air as well I've been positive in the stock market I thought with with Powell and hopes for a vaccine. The market could rally aggressively higher. It's done that. But now when we're looking taking a step back, I think a big part of this rally. This last push has been apple and Tesla at people tripping over themselves to get involved in the next hottest thing and it hasn't done anything at all for shareholder value. It's just pretty sexy when you're GONNA get a split. So you WANNA be a part of these iconic name so If, you're part of those names and you're coming to the conclusion. This might be a great time to everything Bado and said to everything that everyone thinks. Now you're getting apple and tests, they're going to have a split adjusted price. You might get a window of opportunity to right before the debates, the presidential debates to really capture some volatility and I think we could potentially see the market selloff fifteen to twenty percent. Now, how long does it last because it really hasn't lasted long but I think at this point that rushed into big tech the rest rush into the six names. Yeah. Probably leave very very long in the tooth. You know be care I realize that I've screwed up I've just screwed up terrible my job and I'll tell you why because I I come on your periodically or any of the show or and say, why should the market keep going up and I realized it's probably been the wrong question maybe better question is why should the market go down everything we've talked about seems to put the tailwind so and asked flip it if you had to make a case why the market will fall and they're not saying it will. But if you had to make the case, why would what would be top of that? Chart? So first of all solid, don't beat yourself up. You're incredible slouch and nobody's going to deny. So that's the first thing. To. That's a joke from caddyshack for the folks at home. I think Sally's fantastic what he does number to beat involved because he the ball exactly exactly the case for volatility coming forward at least from my perspective is I. Don't think this debate and election season is going to be kind of your garden variety election season but the social unrest that we're seeing in our country I think you have to expect that there's Going to be more on rest and more issues coming out over the next thirty, sixty ninety days leading into the election and so I think that as an investor when you have that uncertainty and they think about how stocks react they react to new information and they don't like uncertainty. So I do think that I'm long vicks calls because I think as we go into it, you're going to have this uptick in volatility. Yeah. In fact, we've got a segment on this and options action cheap teas. That's not slouch for the next show Jeff Mills would you agree with that? You expect heightened volatility in the mid next two and a half months. I think all bets are off over the next two and a half months honestly with the election. But you do have is a very narrow market that doesn't look like it typically would off the bottom during recession but I think the formulas been very simple and I think the formula probably remains in place. It's the Fed and excess liquidity plus uncertainty, and what you have right now is only forty percent of stocks and the S&P are actually positive year to date. That's half of what we saw. Out of the financial crisis, the the median stock is still down twenty two percent off its all time high. So you continue to see money managers and other investors pushed into the market, but they're pushed into this very narrow area of the market because they're afraid and if you look at twenty twenty, one earnings as an example, pretty positive, I think that's priced in but the standard deviation around those expectations, it's huge. It's as wide as it's been since the mid nineteen eighties. So until the spectrum. Starts to narrow a little bit I. Think the background continues to look like it does that mean cyclicals lagging and everybody piling into large cap growth and I think that that could continue. A trend has been your friend and Jeff saying it's GonNa Continue. All right guys. We got a lot more to discuss coming up after the break here on fast money. Is it time to fold them? We're going to dig into two names that might be ready to see their hot streaks go cold and nobody tell Dave portnoy certainly, you won't make one of these calls by the way if you afraid of heights well, stock heights anyway. Well how might you be able to protect yourself from any pullback? So we just talked about a little more. We'll dive in if you're looking for correction protection your little worried about what may calm we're GONNA pay. Fast month back into. Maybe you've heard of slack but what is it slack? Is your new HQ one place for everyone at your company to find answers, share updates and stay caught up slack where work happens get started at slack dot com. Woven might tie game. All right. Well, welcome back to fast money you might WanNa sit this next hand out Morgan Stanley. Making a big call on two different gaming stocks downgrading Penn, national tell Portnoy and draft kings to equal weight analysts pointing out that both stocks have more than doubled since the beginning of the year and investors expectations. May simply be too high Jeff Mills. What do you make the call? I've liked both these stocks for awhile pen was a final trade of Mine I've fastpitch draft kings, and you just look at the draftkings chart for example, traded into this really narrow wedge broke to the upside. It's maintain that near-term trying even with today's move lower I think the fundamentals are still in place in terms of long-term story. These are really powerful brands I think you have a spending redirect going on with people not attending sporting events. So they're betting on them instead big name backers for both obviously barstool you mentioned with pen and some others with draft kings and I think the legislative stories really the big one. So thinking about California Texas Florida New York having not legalized. Online sports betting yet I think that comes and that's a major catalyst. If you read the Morgan Stanley note it wasn't that negative to be honest I. think it is the fact that we're early on in a really high growth industry and talked about revenues from one point one, point five, billion in the industry to over twelve five years. There's a lot of positive commentary I think it was just kind of pump the brakes, evaluation stories, some potential negative catalysts between now and year end and I think that's probably true and you could see some volatility. But if you're a long-term holder of these names I, think want exposure to the industry and these are two great places to get it. Yeah I mean to downgrade equal weight bottle when it's not sell. There's not a lot of those out there as well. Would you be buying? Stocks into the weakness that came out today because of that. I mean to the point that was made previously it's really about your your time horizon. So yeah, over the long term, particularly draft kings know I like it I mean I've been trading some puts looking for ways said, did my toes in collection premium so I like the fundamental story particularly being that they're capital business that's getting exposure but I mean I do want to point out that we do need to be careful here take a pause right we've all talked about how you might be some downside to current in. The market, and if you really look at what's really propelled these names Ford, it's been the stay at home dynamic. Now, we none of us really know when that's going to win but I think right now what we're seeing price action has been more of a pool for of demand rather than expansion thereof, and so think that's really what the note is about taking that into consideration. But again, over the long term, I, mean I personally kings more than pin again, Capo light business with different exposures to online betting and gaming. But yeah. There's definitely some headwinds around the corona virus. So I'd be looking to buy dips, but my time horizon would definitely be twelve months plus. Okay twelve yet. Progressive. quickly. Brian Really Quick I. I would stick with draft, but to everyone's point I think there's nothing wrong with locking in some profits here, and if the market does De Beers, you're going to get hit as well but he don't win though people get back into opening up casinos. Online gambling is not going away. Draft King is the brand I would stick with it long. No, but Grasso hold on part of this call was that there's a there's a there's a hedge or put that the NFL season could be cancelled and that would obviously be terrible for many reasons but also for draftkings that's part of the thesis. A hundred percent, we all know what the thesis but with Abbott Labs with getting the news out that apple labs has other testing that we heard yesterday that rallied the market in a lot of other different industries. I think that just placing a bet, that's why said there's nothing wrong with your Prophet Seaworthy Clears but ultimately on the dip, if there is one, if the NFL season is canceled, I'd still be a buyer of draftkings they've established that they are the name brand. Okay. Or a good stuff there guys coming up are counting down to an entirely new era for apple and Tusla well till the next era but should you expect from these stocks? More gains because of the split only or their fundamental reasons, we're GONNA get some more answers on those two red hot names and fast money returns around. All, right. Well, welcome back to fast money today was a special day just because it's Friday and we have a weakened at of us because it was also the last day before Apple Tesla split now each other of course but their stocks apple going four for one tussle always one better five for one last two times. Apple has done a stock split. It seem big gains a year down the line. So beat K will history repeat itself study after study of shown stocks tend to gain five percent from just a split alone. Yeah which is insane because as everybody has said on this panel, there is no value added to the company because you split your stock but listen if people want to buy it and that seems to work. You know there's an old trader saw that as soon as the stock gets the ninety dollars, usually a one hundred dollars the next stop and it's kind of acts like a magnet. So these kind of anomalies existed markets I wouldn't. Bet The farm on this and it wouldn't even surprise me is that once these things split people wake up and look at the rubble tap and go away to second way I can buy a whole lot more. Let me buy some more and you see this thing going before. But again, it's not GonNa, Change The valuation at the store for the company Stock Price Michael Up. Grotto. Yeah I have the ability to I. Think he was started we were really on the on the precipice or the cost of seeing some rotation out of the pack and out of growth. I'm sorry out of tacking into value and I think once apple started with the split conversation and then Tesla piggyback did it really put all of those plans of a rotation on hold? I think what you're going to see now is maybe this won't be what history has shown us. Brian and maybe you get an opportunity to watch value in goals start to perform on the cost a what we could see another rotation on the back of all Powell had to say yesterday as well. Okay good discussion, their big story here. Monday will bring a new era. Now, it is time for final trades already bond when I let's start off with you what your final trade on a Friday. Listen. If you buy into the Steepening Yorker Theory, I, think financials might catch a bit of a bid. I would see cautiously but Goldman Sachs fades about sixty basis points price the book. Jeff. got a nice six percent pullback here on Dr Horton a buyer there I bet you still want exposure to homebuilders the valuation still good. So I'd be buying on Dips D. Dhi. vk. Well actually concerned that the yield curve has steepened, but the financials have really caught fire yet. So I'm a seller of XL. Acceler for showing shake shack. We're all hungry anyway. So there you go. Steve, grass or maybe you're pick was shake shack on the final trait that that was i. feel like Ruskin right now you would have had a great career with Johnny Carson on the back of yesterday's Abbott, News, with that rapid test all of these quick serve restaurants caught caught a bid finally shake shack going much higher. There we go. Shakes everybody's going to pretty much fast food. It's unfortunately all that's open and much the country. Our guys doesn't for fast money not going there. We're not done options. Action is death. CNBC's workforce executive. Council is the premier group proceed human resources executives from leading companies across the country. It offers a members only portal jot plus exclusive industry contact with access to breaking news calls and digital networking experiences the network and. HR leaders need now apply to the Workforce Executive Council at CNBC COUNCILS DOT com slash W. E. C..

Brian Kelly Fed verizon apple Steve Grasso Tesla Apple Jeff Mills Goldman Sachs Julia Boston apple Dave portnoy Powell CNBC DIRECTTV John Sarah Mike John Stinky Bryan
Streaming wars

KCRW's Hollywood Breakdown

03:53 min | 2 years ago

Streaming wars

"KCRW sponsors include net flicks from kademi award nominated filmmaker tamra Jenkins private life is the funny yet moving story of a couple trying to maintain their marriage while dealing with infertility private life streaming. Now, only on Netflix, I'm Kim masters and this is the Hollywood breakdown joining me Matt Bellamy of the Hollywood reporter and Matt. The new head of what is called now Warner media which used to be Time Warner, which includes HBO and Turner, which is like TNT and TBS and other properties Warner Brothers. For example, the movie studio and TV studio. The new head of that is John stinky in the post AT and t. acquisition world. And he has now announced that they will start their own streaming service. This will be a fourth quarter, two thousand nineteen launch. This comes obviously as Disney is swallowing FOX, and we're finding out how that's going to be played out in terms of who's in charge of what. And we're just basically now looking at streaming wars. Yeah, and it's about to get. Really, really active. And the question is, how much will the public absorb of these streaming services? Because a lot of people pay for Netflix, they may pay for Hulu. They get Amazon prime video with their subscription Amazon, and there's going to be by the end of twenty nineteen to additional major streaming services from dizzying. Now from Warners that is going to have a lot of compelling content on it. And as we shift from a cable Centric world to a digital Centric world, the consumers are going to be forced to sensually to subscribe to these services if they want to get the premium content. Yes. So this is, you know, I think it's going to be a tough problem for net Netflix in that Warner. For example, a lot of kids think that friends is a Netflix show because it was licensed to net flicks by word is none like show it was produced by Warner Brothers and aired on NBC and you know, they're going to take programming like that and put it on their own streaming service and Disney will do. Do the same. So a lot of content that drives Netflix subscribers. You know, a lot of that old licensed programming that stuff will now be going back to the homes from whence they came. I'm told that the, despite all the headlines about all the Netflix original series and the coverage they get for that, the vast majority of viewership on Netflix is licensed content. And that means movie libraries and shows like friends and shows like west wing and madman in these things that younger viewers associated with Netflix, but actually aired on traditional linear channels bag back win ten years ago. So this is going to be a problem for Netflix, and that's why they are spending what they're spending to create their original content. Because in two, three years, the offering on Netflix is going to get slimmer and slimmer from these traditional studios because they're all are going to have their own thing. I think Netflix a bunch of smart people and they probably saw this day coming. And so of course they're ramping up the originals, but it feel like the spend is so str-. Liking eight billion dollars that year. Right? This point that you say, can they get there before the the famine of other studios materials arrives? And I don't know. I mean, I'm addicted to Netflix original, so I would stay with Netflix. I would have to choose several of these and try to figure out how to make it not cost me too much money. And you will when you mentioned the other companies Disney and, and so on. You didn't mention that apple and Amazon which has been in the space is really going to ramp up. So the competition is just going to get to be very intense. And at some point, this all may end up in a different bundle Alah cable? Yes. Once again, we'll be paying more than we want, but at least I won't have to have ESPN. Thank you, Matt. That's Matt Bellamy, editorial director of the Hollywood reporter. He joins me this Monday at two o'clock on the business. I'm Kim masters and this is the Hollywood breakdown.

Netflix Matt Bellamy Warner Brothers Hollywood Kim masters Amazon Warner media Disney reporter John stinky AT tamra Jenkins KCRW HBO Disney ESPN kademi Warners Turner TNT
019: The Execs Behind Disney+ and HBO Max

The Streaming Wars

37:48 min | 1 year ago

019: The Execs Behind Disney+ and HBO Max

"You're listening to the Stream was the podcast that discusses all the latest happenings regarding your favorite streaming services. Find out which Savvas is winning the war this time around. Aw walking lease episode of the Stream wars this Cimarron. We're doing a little bit different while twenty is joining me. We're GONNA be talking about a couple of specifically topic that has popped up for the past week One that's If you listen to last week's episode on Tuesday Newsday that we released or on Wednesday when you heard it. If you listen to that episode. We talked about how we're GONNA talk about John Stinky interview. Well it turns out. There was another interview that happened. It is part of the same events that we also WanNa talk about an interview with Kevin Meyer from Disney plus. He's an executive that kind of the the the face of the executives behind Hind Disney pluses. A service so there was so we're going to talk about those two interviews. We're not talking about news this time around. Obviously we prerecorded this to release while we are actually taking the week off because we we want to discuss the city at a higher level than what we have been having time for so so basically t to give you a little bit backstory behind what this event was there is. If you're familiar with the Website Fox or if you've ever heard of vox media they have a subsection of their cy called recode and on their actual citation talks about how this section of their website talks about digital aspects. And how how they're changing the world and US and they had an event where they had pre much big name people from the world of of Tech and the digital side of things to discuss what their companies are doing for what what what their companies are doing digitally to change the world around us and US so there's a number of different ones there. was you know facebook had someone. They're talking about stuff. They had people from other companies but the ones that are worth mentioning for US specifically here is that they had the CEO of one media. John Stinky there and he he was asked the number of questions. A lot of the questions dealt with what actually was talking about at For the HBO. Mac's announcement that was just a couple of weeks back. The the entire gist of the conversation was all about. HBO Maxon what they're expecting and what they're doing and kind of clarifying some of the things that were potentially unclear at the the point of the announcement a couple of weeks back the other one was Kevin Meyer who says behind his plus and while they're aspect is way their entire the conversation about Disney pluses completely different. They're not talking about what he's coming. They're talking about well. It just launched. So so what can we do. You know what a what we let's talk about. How the launch wins? What we're expecting what what to expect in the future for the service? What changes have you or what what issue who says has risen from the launch? Things like that so completely two different ends of the spectrum because one is already out one is not and kind of getting these executives perspective of their respective respected services. So we're just start with the John Stinky one. Because that one was there was the first interview that had popped up but there was. There was the big headline that came out of the John. Stinky interview is not so much that they're looking to replace net flicks but that they are looking to become the next cable bundle. Meaning they'd already talked about this at the H.. Max Investor Event they. They had a couple of weeks back about how did every intention of trying to pair. HBO Now with their current. At and T. TV now we talked about. At and T. TV now the other live streaming television services Just last week but the intent is that. At and T. TV now is a replacement for cable television. which as as we know? At and T. and direct TV which is all part of the spray eighteen Uber's and direct TV. Those are services that continue to lose subscribers in in a a very fast rate. So they're really going to be trying to push this new bundle conveniently it's also interesting because eight thousand nine hundred now just raised. Their prices is to sixty four nine thousand nine and I believe this interview took place before the price increase went into effect. So there wasn't a really discussion about that but it became almost whilst one of the Roy became one of the most expensive live streaming TV services are available and while there's talk about the other services out there also raising the prices who's it was reason their price next month it begs the question of. How are they really going to push this service? If it's one of the more expensive ones and their intent is to use it as a replacement for cable services as a company if the intent was to also bundle it with. Hbo Max so my my question. I WanNa believe with you because I know you watch the interview. What do you think I mean it definitely feels like HBO? Max is an add on service to. At and T. TV now. Wow and that's what they're intending on doing and they'll intend on offering other add on services to at and T. TV now but it feels like they're basically creating what I would like to classify as the very Hulu based system. They're already got the live. TV But if they start having these other services that you can tack back onto it like Hbo Max. And that's a huge focus. It gives you a reason to subscribe to them rather than Hulu which is obviously a direct competitor when it comes to Disney and Warner brothers. So where do you. Where do you see this going? Because it doesn't feel especially based off of this interview it doesn't feel like their focus is rolling out a streaming services like netflix which we've talked about before Privately and on the podcast about how it definitely feels like their international rollout is not a priority which everyone would expected to be based off of what we've seen from the growth for Netflix. The growth that Disney plans to have with rolling their stuff very very quickly in the near future for Disney plus. It feels to me at least that the brand has a whole could be potentially diluted in order to push this streaming TV service. At least. That's what I got out of the interview. So what did you get. My take is a very interesting time. This is the Disney portraits for about one to two weeks out in terms of you know being a mature service and Apple. TV It's been out since the beginning of the month and it's about three weeks by now and it's taking those services. Those are very much in terms teams of modeling after Amazon. In in Disney. I'm sorry in flex percent in terms of the model t H. He was like. It's playing a weird game. I kind of do agree with you. You in the fact of its kind of looking more to just being bundle per se. I'm a conglomeration conglomeration of of different things. But it but it also is. It's hard to categorize White Loyd. Hbo Max is trying to be because it's still part of the portfolio in one thousand. Nine T has its cable services so you have eighteen now you have. Hbo Oh you HBO go. Yeah all these different painters. We keep repeating over and over again. It's just been hard for me to distill. Can what is his vision for all this different stuff. I think the WHO model is pretty interesting and so if if people don't know who has it's based off a thin it's also has the ability to plug in in essentially added different channels quote approach to these other services stars. Hbo and stuff like that. I think that's the most creative approach to go because what's really more important is it's the platform right and it's not the content adversary. Netflix is the content in the platform. More essentially phenomena synonymous. They're they're the one in the same Disney plus same thing. WHO's a little bit different because it it is crater but it also has the ability to leverage other partners into its fold nets what? HBO IS TRYING TO BE IN. My opinion is to to be so flexible. You can get the TV if you want it but if you don't that's fine if you want Hbo Max Stuff. That's fine. That's great if you want to get another partner channel like that's great That to me seems seems like what. Hbo Max is trying to be kind of honestly makes more sense for H. B. O. Surf away to eighteen. Wermeer trying to do there has been some questions of wall wondering he doesn't bring back some of its shows. That's been licensed out to you because as we've talked about multiple episodes that one likes to their content for other studios Free three the TV television project projects were projects right. So they're not like bringing all that stuff inside in in house they're letting others to do things and they're gonNA do the ears as well and licensing AGREEMENTS MCLEAN LA in that kind of is reflected into its visits. Hbo Max is trying to do as well as basically here's our stuff then from there you can add on you can leverage different parts and stuff that you want together and their ego different. I don't think it's a bad strategy. I think it can work. It's just unfortunate. It's just a bunch of moving parts of trying to get stuff done because not only do you have to you. Organiz with outside partners it's like. At and T.. In order media. They still have to coordinate with them themselves in fortunately. At's IT can media. Strategy is still a little little bit scattered per se my opinions just like okay like we wanna go down this direction. We want to essentially replace the subscribers. We lost fairly direct. TV In cable subscriptions we want to replace the revenue was something else in their hails going to streaming. And that's fine but it seems like it. Things are still a bit a little lost and it fragmented so I go uh-huh. HBO's trying to do. I do agree with you in terms of the plugin system partner system. HBO is still a little bit in my opinion further away from the goal of where they want being what they WANNA do. But I think it's a it's definitely different. Not Bad different just different. The thing for me is the quote that stood out from this interview which will have the interview from for for this. We'll have this interview in the show notes. The thing that stood out to me is that he said we are currently the FR Consumers are in the process of re bundling. They're not they're not getting Telephone Internet and cable maybe just getting interact. And you know. They're basically cutting the cable cord and then there's people who are. Not You know they just going wireless listener just using their wireless carrier obviously. At and T.. Has the advantage of being not only a wireless carrier but also a carrier for in home cable telephone own and Internet for a good majority of the country and or at least a possibility of of a provider for a lot of the homes in America. And I think to me while consumers are unbundling his reference was well people are GonNa start re bundling things. They're going to start doing and I don't disagree. We've talked about this before about how you know if you added up Disney plus and you add. Hbo Max and You had Hulu and you had apple TV. Plus you add all all these together. You're still creating your own personal bundle based off the continent you want to see. There's nothing necessarily wrong with that. But it can be frustrating frustrating in the sense of you know you have to go to all these different services to try to find something and they he. Hbo Max Has Gone on about how they're they're going to be doing a lot of human content curation which I don't I mean like it'll definitely be better than the algorithms. It's a Netflix is used while they've gotten better over the years. There's been issues without sexy but that's right. It's not it's not like it's the to me. There's no advantage manage to that. There's like it's it's such a small advantage that it means nothing. I personally do not want somebody else telling me what to watch. I don't want to do you know the in the investor meeting. They showed a clip where you can click on a celebrity and the celebrity would suggest something for you to watch. That's not something that I'm going to use. Imagine imagine the majority of the grant. HBO Subscriber Base. which is is is skewed older rather than younger is not going to use a feature like that so to me? It's not a future. That's really going to sell them. But they keep talking about it and it's like they're trying to aim that specific aspect towards a younger audience which is fine but I just I mean like obviously there are plenty of people that they are convinced to watch something because somebody else says to watching that tends to be the a younger generations. The problem is that that can't be the only focus on the differential between this service somewhere else I've been watching some discussions and and the simpsons podcast about how the idea of Hbo Amax in some ways. I think we said this even ourselves back on the current state of HBO Max. They're slightly diluting. What each has by having this other content while they will say we are not in the? We're not trying to do anything different than what. Hbo Hbo has always done. We're just trying to create more content at the scene quality level that you've always got. That's why they're warranty th- that's why. They claim that the prices prices warranted is. Because you're still going to be getting this quality content. The problem is that by having this other content that falls in in line with other genres and things like that that typically does not screen quality. You're going to have some problems. I mean there's a couple of different reality shows that have been announced all Docu series. HBO's already doing Hbo Reproduces Comedies and Dramas and a variety of other content some of the content content. That there's there's they're creating if it's not on par with what each is currently doing should be some major major problems with it just diluting the brand that is HBO. Theo which could ultimately hurt them in the larger scheme of things because HBO. Max Really doesn't take off then you could run into the problem of the Sir. You know it hurting the brand that is just just. HBO and subscribers while the brand doesn't the brand the singular brand of HBO isn't what it used to be because this other content is out there that's also associated with the name and I don't necessarily want that to happen because like I've said before I watch a lot of content on. HBO and I appreciate the content on HBO. It just comes down to. It is what they're doing beneficial. If you know we talked about the name and I said I'm not sure why they chose to go with. Hbo Except for the fact that name demands quality. That's what has always been but if it does if it strays from quality because the intent is just to create extra content that people are going to be interesting. I don't know that that's going to be beneficial. I said any other interviews an interview with Kevin Meyer. The executive who's kind of the front man for each Disney plus this. This was a completely different area of discussion because they've already launched but one of the things that came up in the the conversation was that specifically asked like but what happened on day one. Why was there issues? And there's been a lot of conspiracies that other companies Amazon web services which deals with Disney plus and or supports parts Disney position. Say like there was rumors that maybe Amazon was trying to mess with Disney. So let's not successful because they already have prime video and that can be further from the truth. Basically Disney in Kim to say listen the APP that we created the architecture behind it wasn't exactly great and we learned that the hard way by having a lot of issues. He's he said that they're already in the process of trying to work out in that they're planning on having a massive update for the service within the next two weeks and when that happens it should resolve a lot of the problems that people have been having. I applaud them for you. Know going to the lengths of trying to get that update out as soon as possible. Obviously absence Absence General are always going to have bugs and they always gotta get worked out. They attempted to have a lot of that stuff. Worked out by having the Beta launch. They had another lund's they probably just didn't have have the amount of traffic that they will. They probably had the amount of traffic the anticipated but didn't actually because the traffic was so much higher than what they predicted. Then there was there was issues so there was that the other only other thing to pull out of the interview review that I thought was interesting. was they specifically said that you know Disney is a company that doesn't really they don't have so Tobacco a little bit so net flicks. A lot of what they produce is based off of what people absorbed what they watch how much how often they watched the content that they watch. There's a reason why Adam Sandler has so many movies available on Netflix. itunes because people will watch that content on Netflix. That's why they keep producing juicing. This stuff it's why certain series cancelled before they feel like sometimes before you feel like they were ever given the chance because people just are not watching part of that has to do with the fact that maybe it wasn't market. Well part of it has to do with. Maybe it's just not something that audiences are connecting with. But they have a lot of data that they use is to judge what they actually should make. Hbo Max they've been talking about one of the things we're talking about over and over again in the investor meeting this that eighteen t owns a company called Zander. which is a data is a data company? They basically it's a personal data company that that minds their services his to get information to sell anonymously like it's not data personally for you and individual like facebook sometimes accused of but not content. That is our data that is specifically anonymous to give it to advertisers and say this type of people who are watching the show. This is the time they they have this company and they were talking about how. Hbo Max when it launches it will be working hand in hand with Zander to create data so that they can go find other content content to get other production companies to create you know to continue to create content that people are actually enjoying and appreciating Disney however doesn't have they don't have a data company and specifically when asked about how they're going to use their data from just the usage rates of Disney plus. They were asked. Just how are you going to. What are you going to do with that data as far as how you create content and they specifically said we have absolutely no we probably will not happy following the data as much as you would think we are Disney and because we were Disney we sometimes believe a program can be successful regardless of what the data assets on the did however say that they are going to be creating more adult content which goes hand in hand with the complaint that we had last week in our episode where we talked about how it just doesn't doesn't feel like there's a ton of content that's more adult oriented or just meant for adults not just family and children content so they did say that they're going to do that? I don't know what that means means because let's be honest. The entire service is a very family friendly service. The content that they create is still going to be in some way acceptable for children. Read or to due to you know to watch but just be able to also appeal more towards adults. I'm thinking on the lines of the simpsons or something like that where they create content content. That is more focused on the adult audience but can still be watched by children without being too Raunchy or to adult oriented. But it's interesting because basically said we've been were Disney. We've been doing this for as long as we have. Were creating shows basis of what we believe will be successful and the only thing that I have to the only comment I have in regards to that is Disney. Outside of their recent success with the marvel films the Star Wars films there live action remakes and some just slightly other things they have not had exactly the best track record when it it comes to creating content or acknowledging. What's really successful they have created? TV shows for the variety of Disney channel's or ABC has created shows shows that don't tend to take off very well. There's a lot of shows that don't make it past one or two seasons or they cancel it and there is a fan base. Yes but it's just not enough for them to keep doing it. But then there's other aspects. Were like if you look at their box office. They're movies that they've released through theater theatrical theatrical releases over the past ten years. They've had their fair share of flops. A lot of the ones that are super successful fall within one of those categories. I already mentioned flops. Tend to be stuff. That's outside of that. You look at a movie like wrinkle in time which released last year. Movie didn't do very well at all. They assumed it would and they went about making the movie and and marketed very well. They didn't do a bad job. Marketing or anything like that but it didn't end up doing very well in the box office and you have to kind of wonder obviously you. They have become a very very much. It driven company as far as what they create a lot of the focus on the content. That's coming to Disney plus is IP driven. She she had to wonder to yourself. Is this idea that Disney knows exactly what their customers want is this completely true or is is is there some fallacy in the idea of what they believe is quality content or content. That people actually enjoy. Yeah actually have a couple of thoughts on this whole tired Disney interview. I guess we'll start with the last I about this using data and his knees explanation of we know we kind of what's going on. This reminds me exports guy in about the last decade. There's been a big push to use like analytics in sports. The most I guess Popular Example of this is the movie moneyball has brandon pendant anyway. He uses statistics to help this guy stats to essentially help with his baseball team. In in for me. I'm kind of getting this right now. Between a sports and using should we use analytics to drive the team or should we not In basketball the biggest one that does this is Houston Rockets analytically. It says that you know you should take more a three point shots in. It's going to be better overall for game plan. Threes and layups shoes. Find if you can hit threes. You know. Sometimes it's hard to shoot a ball twenty-something view away a tiny hole in and it's fine if you look at it they've always had issues getting far into the NBA playoffs and stuff like that voice had breakdowns and stuff Weird issues the put what. I'm trying to say it's it's we're in the age and I work in this business of using using data to make decisions and software. It's called data driven development. You know using data to drive your business but it's one hard to collect data and then you'd hire people to actually do something with it and when you've been traditional company when I say traditional since it terms of Hollywood as a very untruth company They came on the scene and when they made the content they don't release until recently didn't release really their their stuff theaters. It was all devices. Now how do we get people to watch on devices. Not really like a focus on like winning awards and stuff like that but Disney is very much from the old era of movie and TV development in with that it's probably still got some hangover of older ideas of pain like we. We have this whole content team and we can survey and we could pick what the users are GonNa want but just fine but you know an admin advent having more data than we know what to do with. It's prominent the best thing to do right now. You know if you have affirmation you should use it however I think we should be so you know solely devoted to data but that's a different discussion Russian so hearing that Disney take like you know. Hey we're not going to do someday. It's like hey we're not going to be a data. It seems like it seems like hey. We're not going to be data driven company. We're still going to rely on our instincts in our Acumen to really usher and pushed Disney into the future. Well that's too bad. Yeah because the streaming people watch streaming streaming content is different from the traditional content. So like although some of those same rules do apply from the traditional old school way to the streaming way. There is a lot of similarities. There's also eh dissimilarities in the people in audience in Howell. What time of night do people watch this stuff you know? WHAT DO PEOPLE WANNA watch in? It's very important and hearing that Disney has has seemingly like it's not gonNa take that too serious is disheartening. Because you know when when when you're a new player like you need all the help that you can get and hearing Disney say like hey we're gonna not even collected. Oh not even gonNA make a team. We're not gonNA even entertain these ideas. That's a little scary because it's like hey like at the end of the day you might have to agree with their recommendation Asian. But it's better to have that data just in case it's better to have that opinion did not have opinion all and so hearing Disney's take on this little disconcerting because it's all right like it just seems you're trusting in yourself too much even though you're a newcomer myspace and there's other people who've done it for a very long time. been very successful by being data driven company. Did you have any thoughts up before I go on a different thing about Disney. I mean like I I agree. I mean the data a lot of times will point you in the direction. We need to go but I also feel like this stuff that super successful Disney is just going to point to more and more stuff more star wars stuff more live action remakes and that could be problematic to for just creating different and unique content. We've talked about this before. About how original content or original ideas is something. That doesn't really seem to be see that big of a focus especially currently dizziness of this. It's always been like that by a lot of what Disney produces is based off of other things of all their animated classics are based off of books or old fairy tales. The now we're currently seeing this wave of live action remakes of their of this exact films. We're seeing you know. Marvel revel in Star Wars stuffing's obviously starrewards films are was original thought but now everything is creating is diving from the earth going back to the original well of what. The stallworth franchise was prior to them. Owning moral derives a lot of their stuff from the comics so like I want to see original content. That's not to say you can't have something. That's you know. Based off of a book or comic book or anything like that or an existing media that existed prior to them obtaining it and you know before they purchased the Ip but it really does come down to like. They're not really creating a whole lot of original ideas and that's the that's the biggest problem like if that's how their content and their content with making king content like that then that's just they will be but if they don't create some sort of original content and I'm really hoping that maybe them being involved with the Fox side of things we'll see maybe aspects still happen. I'm worried of course because Twentieth Century Twenty First Century Fox was was merged into Disney among concern that companies companies like Fox searchlight's that produce a lot of original ideas really quality. Movies might not be releasing as much because Disney has a very very robust release. We schedule Theatrically also Yasser Twenty First Century Fox which can release other things. But it'll be interesting to see how much they actually are allowed to release. They just shifted up a lot of the release schedule for the past year show. There was a movie The kingsman a Prequel to the kingsman series was supposed post. Come on February. That just had a huge marketing. Push your comecon back in October. And they just shifted the movie release date from February all the way to September of next year so I wonder if that stuff is gonNA take a back seat to the other stuff that they already know. His super-popular super is going to gain them a lot more money which is great but then you hear on the other side of it and that specifically typically HBO. Max For Warner Brothers as a company has always been very creative driven. The people behind the camera the ones who are driving these projects and they tend to you give them a little bit more support with their ideas. It's one of the reasons why we have a directors like Clint Eastwood who keeps producing content for the same studio studio over and over again. There's other directors who they just keep putting movies out through the same company because they've they've got these relationships and you don't really see that at the Disney In the in the most obvious evidence of that is you look at a guy like J.J. Abrams who was basically the guy who ushered in and the new version of star wars ended up coming back to do another stores film but then took his entire production company elsewhere because he was looking for more creative freedom freedom. And that's not something you typically hear about when you're at Disney. That's all I have to say about your Jj. When he took strawberries he already had a contract with paramount? So I use our. Let's sure he's used a weird case to begin with which spreads the suit at the point so going back to the tech things about Disney. This whole rumor that Amazon was trying to Sink Disney is the stupidest thing ever and let me tell you why first off yes prime makes a lot of money but we don't know is how people get prime prime video. I I think that a lot of people have prime for shipping. And I think a lot of people with that prime membership watch prime video. I don't I don't know the numbers on how many people get prime just for prime video media. You know what I mean but that number is going to be less than what. AWS makes a year. Amazon web services is to be its own huge business very successful business that Frankly if we're spinoff business could off the baggage of Amazon proper. I would probably investor them just that the power like one third of the Internet are very huge and so it's actually in Amazon's Amazon's best interest for Disney to succeed wildly succeed. And here's why every this is going to this process of how we watch videos. I'M GONNA detail that in the future episodes but the more that people use Disney plus signs up for it in streams content the more that to spend the mob when to use them in Bain with stuff like with that like running a streaming services very expensive cloud cloud computing is expensive. It can get very expensive very quickly. Because you urging things per second of mainly Per Second of compute you time and storage by the gigabytes or the terabytes like this as a very quickly. If there's no downtime right and Disney plus service I means that Disney is not gonNa really be eh using Amazon services because of just random screw ups and Amazon's GonNa make money so Ramos on it doesn't matter that Disney or editor because it ended the date. They still went if if more people use Disney plus that means the more service that they're they're gonNA have to rent from Amazon Amazon's GonNa get a fatter check from Disney and so it doesn't make sense this whole idea of sabotage because frankly if they sabotage Disney. Plus it's going to really savage themselves and that's dumb no conspiracy theories just stupid conspiracy theory. Sometimes it doesn't make sense like it's an the Amazon best interest to help Disney in in this text base so it was nice to hear the Disney executive basically agree with my my sister on the service of of how world net they were not scared. Thank Disney personally. People like their their APP was not prepared for for the for the Volume Anaconda. Call that just by Minas is what I've seen the atmosphere some of the plugs and things that are hearing it gets hard to gauge. How unpopular the how many people are gonNA use it like you could testing locally on your machine works but testing okay? What happens when you get ten million people use? It seemed time. It's very hard to simulate. If you could simulate at all Komo News with the bucks because they realized okay like yeah. This stuff's hard especially if he not used to it. It's actually interesting when you hear that statement by the Disney executive like. Hey Ah we've messed up in our in our self development of making this thing the skill it's run me. I think it was in the stinky interview he talked about how Warner brothers are HBO. They've been doing this for years. That game of thrones like yuccas thrones especially in later seasons like you know every Sunday night can six. How many people have tuned in on two brothers to you? Watch the confirms episode. So they've gone actually good at simulating. Okay simultaneous connections concurrent downloads concurrent streams and stuff. Like that like. They've kind of at least the other foot into this idea scale and they have consultants stuff to actually a couple of them in the space like they're used to it. I don't know if we talked about this but we saw an article. Think either you are Sharikov article about how one brothers used to have Bam tech as their backing of the streaming service Which powers Disney right now and they just for their own service their own back and they learned the hard way of how to skill? HBO and how to scale. Game of thrones and all that stuff and so it's just it's just a parody between you know. Hbo Hbo Than Disney and their struggles in textual goes and stuff like that and just kind of makes me laugh. Because it's I call it like I mean I hate to be to you know chip on my shoulder but it's like yeah that totally only makes sense of everything and how Disney just plan correctly and it's hard and I don't think people should give Disney crap about because you don't understand how complicated something is going to be like it. It's it's Hor to plant in mass and scale you know it's easy for like one person. Okay like here's it's going to be uses the Public Library when you're scaling up to millions and millions of current connections it's hard to figure out consume. Yeah overall is pretty great that at the Disney executive just basically admitted like hey like we we underestimated we screwed up. That was pretty good on his part. Because I feel like the more honest you are gonna be with customers to understand like competing like hey like all right. Didn't he doesn't really know if they're doing here. This is the first take. Okay we can be we. Can we can show them grazing versus like you know. It's not our fault Babol. I think people respect humility. I think people respect when you apologize of feeling I think customers recognized that. I don't think that You know lose a lot of subscribers over these tech mishaps during its first week or month and then lose trevor. It's going to be over like content based issues not take issues because consumers are more giving. I think some people lead on. It's nice to see a company taking a acknowledging there there's issues because the the biggest thing is when a company doesn't knowledge that there's issues or that shows why it happened says what had happened. You tend to have people get upset just because they're not because they don't know so they don't understand or you have these situations where you they start pointing the blame at certain certain places. And of course the diehard Disney fans are going to be like well it can't be Disney's these fall because it's Disney. We Love Disney. It's gotta be somebody else so they'll look to figure out who they can point the finger at. That's such kind of advise though. That's a major kind advisor at are there. The limits people like. Well I believe this can't happen so it's not going to happen dumb. Yeah and but the reality of it is stuff like that happens all the time and it's it's happens happens in every aspect of anything that the news covers. Let's just put it that way but yeah I mean it's nice to see that they took. They acknowledged the fact that cashews. They're working on it. It's also nice to see that they're analogy that they they're going to have to do better. Because the demand is is way higher than they anticipated for. Something like this when you tout out. Hey we had ten million subscribers day one those are huge numbers but you know if they have a massive drop off by the time they have their next quarterly results. That's not going to be real great thing for them especially for their stock and things like that so they've got to you gotta keep those subscribers and if anything they've got to keep them and grow that number because it's not gonNa be good good thing for them. If by the time they they released quarterly earnings their lower. Or and it's just like well everybody sign up initially but then they realized that there wasn't as much content so I'm glad that they've acknowledged that there's issues with tech. Hopefully they'll acknowledge that there's issues with content very very near in the future is actually a museum because last week when we were talking about the issues with the content literally early the next day they went and posted. Hey there's another series coming on in December which was called pick of the litter and there was not a again not as not not a show that I'm GONNA be interested in watching but at least acknowledges the fact that they have more content than that exists that they haven't talked about because that's that's a show that wasn't even on the radar of shows that had already been announced that were coming so there is a potential that they have something else to replace. You know to take the slot that meant Laurean has not necessarily as marquee but something that is definitely going to you know so. It's not just there. There's another one less show. That's releasing have something else. They just haven't revealed exactly what it's going to be at this point. So that's nice to see as well with that being said that is gonNA wrap it up for this shorter episode discussing the To interview or Saas discussing basically Kevin Meyer from Disney plus in John Stinky from. Hbo Max Talking to Recode at the Ricoh. recode event this past that last last week so We hope you enjoyed the shorter form would probably going to have more of these. Do have another one that will be releasing How this week as well But we're going to leave that topic up in the air but you can expect that as well in the very near future so with all that being said be sure to follow us on twitter and are enjoying our dischord for all these articles that we're talking about on the podcast. You can also follow us on instagram. Follies announcements related to win the new episodes post for the podcast asked. You can send us an email at the stream wars at Jean L. Dot Com. And if you're so inclined we'd appreciate five review on any podcast platform that you're currently listening to us on all that being said for Tony Myself. You've been listening to string. Moore's seniors next time. Thanks for listening to the Stream and was check us out on twitter now and instagram. Also consider supporting us on matriarch links can be found at the streaming walls dot

Disney HBO Hbo Disney Amazon Netflix Max Talking Disney Hind Disney Kevin Meyer Warner Brothers executive John Stinky facebook US AWS Hulu Website Fox vox media
Ex-Hulu CEO Jason Kilar named chief of WarnerMedia

KCRW's Hollywood Breakdown

04:52 min | 10 months ago

Ex-Hulu CEO Jason Kilar named chief of WarnerMedia

"I'm Kim Masters and this is the Hollywood breakdown joining me. Of course from his home is felony of the Hollywood reporter and Matt. Despite the the lockdown we do have news warner media. At and T. The owner of Warner media made a big move hiring Jason Pilar. He had been the first head of Hulu he'd been gone from there for several years. Not doing anything of great notes since then but he was. He made quite a splash as head of Hulu and they have put him in charge of everything. I mean this is. He has never run a company of this magnitude. This is like a radical move. He's in charge of the. Hbo Streaming Service. He's in charge of CNN. He's in charge of the Warner Brothers Film and TV Studio Hbo. I mean this is quite an astonishing thing Hollywood is trying to figure out what to make of it. It's a bit of a controversial choice. Only because of his history Hulu now when he ran Hulu. It was the early days and it was owned by several different studios at once but he was known as kind of a gadfly and he published missives about the future of the business and he basically took down the linear streaming business in a memo that he famously wrote and predicted the future of on demand video which is largely. Come true but it was seen at the time as kind of an insubordinate thing to do and here he is now in charge of all of these media properties and reporting to John Stinky at. At and T. He was formerly Warner media. He's now been elevated to the president job at. At and T. and at and T. is not atypical. Hollywood companies so you could see both clashes developing upward at his company and downward with all these divisions at now. Report him yeah. There were clashes upward in the past. I mean he had owners like Fox and Disney which were separate companies. In the day you know this was early. Early Days Net flicks was establishing itself starting to and he would tell them. Basically your old school media my bosses and you don't know what you're doing and they ultimately did get rid of him but so he did look like he was right. In retrospect but when you look at a company like at and T. Up and down as you say I mean Bob Greene Blat is is supposed to be in charge of content for. Hbo Max and Hbo and all of that. You gotta wonder what he thinks of helping this guy. Suddenly being his boss and one of my sources said something in an admittedly. This is a one of their competitors. So you know. Take that into account but he said like why are they have to do this right now? Like this guy is supposed to start at the beginning of May. He can't even meet face to face with the people that he is the boss of and getting to know because he not a familiar guy to people in the old school. You know the Toby Emirates Runs Warner Film Studio. He's not a guy who has necessarily known in that kind of circle and he has. This person pointed out not only hasn't done anything this big but can't actually meet with his own people kind of striking. Yeah but I think that's kind of the point. They wanted someone who is GonNa come in here and have that streaming background because everything that. At and T. has done with the Warner Properties since they purchase them has been pointed towards the streaming future and HBO. Max is the biggest example of that. But they've also created a film studio at Warner Brothers specifically for streaming and they're looking at. How TAKE THOSE LINEAR? Tv brands like Turner TBS TNT and turn them into Digital Branson. I think that this is if you look at it closely. This is the perfect hire for that strategy because you have a digital streaming video pioneer. Who understands or at least has been familiar with the content business but is not of that business and I think that's the thinking. At and T. Yeah I mean it's an experiment and old school Hollywood which you can dismiss if you want to but has made content that people like to watch for a long time old school. Hollywood is like I'm not so sure and I say skeptical of everything that I am. I wonder what they saw that they were already quite top heavy and disorganized with management in terms of who is doing what at the streaming service and the film studio that set aside of service the streaming the whole thing just was kind of crazy confusing and you think you. I I kind of wonder well. What did you guys see? That made you feel like we have to do this. We have to do it right now. And time will tell. It is a kind of wild experiment. Thank you matt thank you. That's felony editorial director of the Hollywood reporter. He joins me this Monday at one. Thirty on the business. I'm Kim Masters and this is the Hollywood breakdown.

Warner media Hollywood Hulu T. He Hbo Max Kim Masters Warner Brothers Warner Properties reporter Jason Pilar Matt Bob Greene Blat CNN John Stinky Fox Digital Branson Disney Toby Emirates editorial director
017: The Potential Issues with Disney+

The Streaming Wars

1:21:05 hr | 1 year ago

017: The Potential Issues with Disney+

"You're listening to the Stream was the podcast that discusses all the latest happenings regarding your favorite streaming services. Find out which service is winning the war this time around aw welcomed today's episode of streaming. Moore's I'm your host us in in twenty years with me and we're here to talk all about the news related to the streaming services services. This time around. We have a bunch of different topics to discuss Specifically Disney pluses. Now one week out and Tony has got his hands on the services wells. We're GONNA get his. We're also going to have some concerns and the highlights of some of the stuff. That's happened after one one week after the the service. We're going to talk about that stuff. We just have a couple of other small things. You've got a topic relating to interview John Stinky the Warner Media. CEO gave recently that. We're GonNa talk about and then we're also going to be talking a little bit more about streaming live TV services specifically WHO TV TV and eighteen hundred two now youtube TV will come up but we're going to talk a little bit more about that in well. It's we haven't really discussed a lot of that. We are going to start covering some of that because it is part it is a streaming service and some of these work hand in hand with some of the recess. Obviously Hulu has their different tiers tiers of service that they offer but one of them is a live TV version so these things are going to kind of go hand in hand. So we're GONNA talk about that as well so we're GONNA go straight into the news news and without any discussion topics that I just mentioned. There's only one thing I wanNA quickly talk about Crackle so this was an article that popped up over run core cutter news which is a website. You're going to hear a lot or you're gonNA hear US talking about a lot specifically because they report a lot of this stuff that were we talking about out here on the podcast. But there's if you're unfamiliar with what crackle crackle is streaming service. That originally was owned by Sony Sony put a bunch of older sitcoms that they had on there and they had other content. Seinfeld was on there for a while. I believe the series drinking gene coughing coffee in cars with COMEDIANS. I think that idea originated from something that was originally on crackle crackle had some other original series that were on there as well but I sony recently sold off crackle this. I don't know how recently because I don't have that. But they sold it to a company called chicken soup for the soul all entertainment and thought this was kind of an interesting but basically crackle is going to be getting a massive overhaul and kind of rebranding be based off of their new owners. Yes and the reason I wanted to bring this up was not necessarily about the fact that it's crackle still exists and it's owned by somebody else but more of why would Sony get rid of a streaming service and I and it leads me to kind of question. which is we see that vicompte? CBS recently have their merging urging back together Viacom has Pluto TV which is a discussion for another time. They have Pluto. TV which is an ad supported television service. And then they and then you've got CBS all access for CBS and the two of them are also creating content elsewhere but neither one of them are looking there was specifically league. Viacom gave their quarterlies and they said they're not looking at jumping in to the deep end of the streaming services side of things. They've already got these other things that are successful in their completely really content with and Sony seems to be kind of pulling back their focus on stream services. I'm not sure if it's specifically because of the other competition that's out there and they're not sure if they can you know match or outpace the other competition but recently we saw playstation vue which was Sony's version of live a live TV service. They're closing that down. As of January twenty twenty they sold off crackle to another company and now they're supposedly based off of articles. I've read it says that Sony is going to be refocusing. Their focus on gaming which is what they've always been known for but they're not going to to be focusing on the streaming side of things for a while they're still going to be obviously producing content similar to the way how paramount television and CBS studios produces content for other other providers. But they're getting out of you know kind of that side of it so I wonder if you had thought lots about whether or not there are certain companies out there specifically entertainment companies. That have realized we don't want we're we can be completely content contend with providing the content. But we don't want to be putting our companies in a position like Netflix is currently where spending fifteen billion dollars a year on in content to just make sure that they can keep their subscriber base. Do you think there's a reason why some of these entertainment companies are deciding not to get into the streaming while other ones are like like I said dump Jo jumping into the deep. End Your thoughts on this. It just depends on company what their identity is. What choice are they gonNA make? Are they gonNA spend. It's not just even buying right buying in producing Licensing fees and rights for these these shows and then producing the shows like. That's that's what we talk about. That's kind of what succeed in like all of these like news but you also have to invest in leadership infrastructure for structure that you have to have you know the the correct let's just call them curator's and these companies to figure out what shows they're going to want wanting to bring them in like that talents Kinda hard I mean it's you're almost like picking stocks you know. There's a reason why algorithms are better at picking stocks than than humans ours just because you know all this stuff is just really hard to figure out okay. Like what one can we feasibly afford to like. What are our customer base? What are they going to pay for that sort of figure out any talented onto people in the industry to work for you and so it's okay? How do we hire those people will in some these up and comer players? It's like is it worth it trying to get narrative of this hiring pool. You know win. Supply goes up. No one demand goes up then a prices will rise so these this price war in in salary Warford. Are these executive stick. Come in in one part of it and also some of these companies just might just focus on being a movie company they just licensing out there content to other people they might not want to just go all on like okay. We're gonNA stream everything when our backlogs GonNa be everywhere like the ticks a lot and I think we're seeing some growing pains from in it features look at Disney plus if you look at at or media. If you just look at apple you know the growing pains of getting into that industry. Is this going to harden right and I can see like a Viacom. I can see other studios Sony just being like you know what we can just focus on what we do best and not really spin a a bunch of money chasing down something that might not work. I heard quote where my runs wants to sit on parks and REC but heard quote. This is basically saying like you can only hold us one thing. You can't hold us to things. So Oh for these companies. It just might be that you know. We're really good at this one type of content creation. Why are we gonNA take chase down these leads when they might not even work in the modern even a need need to even get into this trimming? At is they're losing. You know live TV's customers losing you know direct TV customers and things like that and so like okay. What's a new base base of Revenue Worlds? Can we go okay. We Have Time Warner we. Have you know where brothers we have. Hbo It's like okay. Well we had these assets where we're going to go next. You Know Disney and cycle piquet. Let's be honest about time that they do something with their library in so they're gonNa make a whole streaming service out of it that makes sense. It's logical extension. Their business they're not going out of their way to do something that it's antithetical to the core. That's kind of my take on. It's just like you know it's it's not for everyone de might be the best decision for some of these companies not directly compete in the streaming awards it could be players in it but have their content and style to. Let's just say Netflix. Where okay well? They're GONNA easy money. Just by licensing continental yeah net flicks might get actually user themselves but they made content they get some of the revenue. It's it's kind of simple and I've talked about this before about the idea. That Warner media as a company has always been a he company that creates content for a lot of other places while they create things for their own benefit like the movie side of things a lot of their television. They they sell to who other other companies. CBS NBC THE CW a lot of those channels at Fox all have content that is created by one of some of the most popular series that have been created that Warner brothers created have been on other networks friends was on. NBC Big Bang Theory was on CBS. It's not it's not something new that has been doing this for years and years and years. So it's interesting in and Sony in in the regards of like Columbia Pictures and and CBS and the regards of Viacom in the sense of paramount. Television they've been creating content for other channels as well. It's not specifically and only content for themselves else. Disney has always been a company that creates stuff for themselves that might change slightly with the addition of Twentieth Century Fox or for Century Fox in the sense of if they are creating content they could create content for other other Other broadcast channels. And things like that but for the most part Disney creates content content for themselves. They're in the business of creating content for their own channels whether it be cable or broadcast and their own services in their own films and things like that Ed that that's the difference. Netflix has didn't have that luxury. A lot of the content. The net flix originally had when Netflix came to be was content that they were basically soclean backing and paying money for but it was smaller production companies that were producing it and now recently. Netflix is pushing for more more of more more ownership of some of these series. But for the most part a lot of the content on netflix still is made by other companies including Hooting Warner brothers including lionsgate television including Sky Dance Entertainment. There's a lot of other media companies out there. That are creating content for Netflix Netflix. By themselves can and create and as we saw in the investor call. Hbo Max You can't Hbo. Max is going to have content. Fifty percent of it is going to be produced by one or brothers and were media but the other fifty percent could easily be created by anybody else. I'm sure there's going to be situations where paramount television creates content for them. Because he's he's already had they already have content. That's going if you've been watching a watchman on Hbo you'll notice that the very end not only as the Warner Brothers Shield there but it is also has is the paramount mountain so it's it's a co production because they aren't always going to foot the bill for themselves they can share in the profits of the successful -ness of the show show it's an interesting development and I wanNA bring it up because it's something that I think is going to be very important. There's going you're going to see different. Companies were media is in a position where because they're owned by take a company like et et has to warrant the purchase of were media. And the reason the way they do that is by saying. We're you're going to have a service that we can team with our existing services and we can make it a a better a better product to sell to a customer and that in turn. Can We build our business. That's why they went after or media. That's and that's what they've been telling investors at the same time you've got a company like Disney who they a produce stuff for themselves so why not create a service that they put that content that they produce out there for people to get an entering. Get some money for it. So it's it's a very interesting situation. Also explains why a company like universal or paramount with CBS would go the route doing smaller services like peacock or CBS Alexis. Because they had their. They're not looking to have this massive library of stuff. They can still have a library of content. They can still offer plenty of content for for their subscribers or the people are using the service without having to foot a massive bill for a enormous amount of content. So the next thing I want to talk about is live. TV because it kind of goes with some of this. At and T. TV now which was just recently rebranded from direct TV TV now or direct TV now or at and T. Watch TV. There's three different companies all somehow how got looped into one and it's become ETV now they're price just as their prices actually up as we're recording. This just jumped up fifteen dollars. They're low level tear. It went from fifty dollars to sixty five dollars a month. Meanwhile Hulu is jumping up to fifty four ninety nine. In December eighteenth their prices going up to for live. TV then at at the same time there was a glitch. I saw this online youtube. TV There's potential that it was going up because something got announced but then Google came back and said none. We're not raising the price on TV. Stained the exact same price and I have to wonder so with Hulu. Net TV now raising their prices and at and in TV now raising a fifteen dollars making them one of the more expensive options out there. It begs the question of if the direction is to go to the streaming side of live TV. Offer the service rather than having to have. Someone have the hardwired version of broadband cable that they have in their house. What is the advantage of raising the price? Obviously it costs more to run as Sony pointed out a couple when they announced that they were closing playstation. Vue they basically said the reason then why this is happening is because it's not. It's not exactly inexpensive to manage this and have all these deals and contracts with all of these stations that you're providing your customer base without running into problems. Sony ran into a lot of problems because they started out at a very low price. They Jack The price Jason Without actually adding any additional channels and that caused people to kind of go somewhere else where the price was in this high or they only had what they needed needed. I feel as if the intent with the live. TV options is that it is cheaper than cable basic cable packages Are somewhere around one hundred bucks but as they slowly creep up towards the basic cable price without getting that much more. What is the advantage and they feel like fifty eighty dollars was a good medium? Because it's like half his half as much I've I I. I don't remember if we talked about this on air. But I've talked about with you about you you know. I've contemplated switching over to a live. TV option. Because I don't watch that many shows and the shows I do watch I tend to record them. They sit on my dvr for a really long time. And I'll get around to viewing them when I do but I normally will view them all altogether at once. There's no advantage of me having live. TV because I don't I for years watch a show live. I think the only content that I've watched lives. Maybe game of thrones or something like that on. HBO But again you can do that with HBO. Now you can watch watch it live so there are. HBO Goal. which is because I subscribe to my cable service? So the thing is I have to question what is event can be seen a and and this is a way larger topic. Obviously that that could take way more time than we were planning but you look at the streaming live services and as has they increase in price along with the additional services are popping up. You get to a point where you're creating a larger bundle of services and and that is in some ways more curated to your liking. You'RE GONNA subscribe to Disney plus or Hulu. TV Live to get your services you're going to subscribe HBO. Max and you're going to build L. drone type of bundle but this cable. TV originated as they originally as you build a a a bundle of different channels packages that you want and then you pay the the X.. Price that you want and then it became as time progressed. It got more expensive. And they just started grouping more channels together in the packages and I feel like are we going to reach a point where live. TV options are going to get too expensive. And then we're just gonNA see more and more companies dropped out of that idea of even doing that if the same parent in company has a streaming service that they're also trying to promote. Because you know you're not going to necessarily do both you could bundle them together. Obviously each appeal Max's talked about out bundling. At and T. TV now along with sing ways Kulu Disney plus have a bundle with ESPN. Plus there's these bundles but it comes down to then you're limited by whatever the content that they have is as a whole. How do you feel the future of live? TV really is going. I think it's changing. I don't think it's going away in the way neither. Will we know it's a think that cable than you. hardwired cable is going to go away as as we know it I think live TV will live John for me. The reason why I got YouTube. TV was because I wanted to watch in Alabama football game that came on ABC and for some reason can ABC. I see in my area and didn't have the digital tuner so next full season digital tuner. Save me some money. Oh and then. Also I wanted to watch The Democratic primaries I. Mary's live born to read one torch. One after it happens. There's something about light debating that just really makes it interesting. Frankly it was easier just to get you to TV to watch ABC and to watch Other shows that come on. ESPN also like to watch and then to watch. I think that debate was on CNBC. It's like I'm not going to go get a streaming service this just for a CNBC. I don't even know where to watch. CNBC about satellite TV. In and so for me I wanted to watch those those things in real time and it was just simpler just to get you to TV which has like fifty channels blanket statements all in real time and that's pretty much what he's forced. Watch sports you know if I can find something better that stream sports in real time than I'm GonNa get it then I'm going to drop You TV. I think how the future is going to go is. I think that there's GonNa be more separation in the space. I think that a service like. ESPN will come amount during a do their own thing and that's GonNa be great a lot of the streaming services kind of focused on and shows that have been produced head of a time and they get released you know like game. Game of thrones perfect example. Released every Sunday night wasn't life just got dumped there and that's great but it's I think for the next evolution of streaming right. I know that we talked about the wars. WHO's in which company is going to do this and that and who's going to succeed? I think the next evolution is going to be okay. We've done streaming in terms of weaken. Watch all these videos wherever we want but I wanted to stream something in real time. I want this game in real time. I want you know this. Channel per se in real time. I think that's going to be hopeful. And if if I can see that in these services that's going to be great right now like Netflix. Don't want anything in real time Disney. Plus you don't watch anything real time I know the. ESPN will you can but for my interesting ESPN bundle. It's hard to work with so it's like well. Why would I do that anyway? So that's kind of my my view on. I think a lot of people. I mean obviously haven't done a poll so this this is mine. Just best guess I I would bet that a lot of people use new. TV TV kind of like me. They're gonNA have all these different services that the US but there's always at one little thing that they can't find that they need real time and that's what they do it for like. My Mama tried to get her to go to do something. They don't have the hallmark channel Sake. Well for her. That's That's important To Watch hallmark and I think all of us have our little shows are little things that we care about that. We WanNa Watch just in time and we can't and so when streaming work you know L. matures a little bit and they focus on a different problem streaming just in time content and I think that's that's what we're gonNA see the next evolution of cutting the cord moving away from traditional cable and moving into this new age so I think Hulu TV in eighteen hours stopgaps stopgaps for you know channels finals platforms in companies that don't have their own streaming service in. They're trying to hang on through just ups I think that they're gonNA they're gonNA move away we're going to transition to CBS. CBS Alexis is just GonNa they're gonNA have their CBS News Network play in the CBS channel stream. Sports in real time. I know that they do sometimes for that. But on a more consistent basis NBC's ABC's streamed the Olympics in real time stream other bookings realtime ABC seen thing. I think we're GONNA get to that point and when we get to that point. I think it's GonNa be Great. And that makes perfect sense in the the larger scheme of things because when you look at companies like Paramount Viacom CBS. We look at a company like that. They have the ability that they could do that but they would just be limited to whatever their company has to offer as far as the streaming side of it we look at NBC They could easily put a livestream of whatever is currently airing on NBC or their news networks or their sports networks and it's all ad supported so it's like basically just having the infrastructure costs from from having the service you know having the service itself able to show it but you're still getting the same ad revenue and in some cases. You probably reaching more within the standard television ratings that you would but like when you look at a company like Warner Brothers. They have lots of channels obviously a lot of the Turner channels. They have plenty of Sports deals with certain sports companies like NBA and the NC Double A.. There's there's there is sports and I know that ultimately it's GonNa come down to. There's only a couple of things that people are really seeking out live though seeking out news. They're seeking out sports and they're speaking seeking out special events and special events aren't such such a big thing because they don't happen all that often but the news and sports is something that does happen and I think that the regional markets are going to start to dry. I up over the next couple of years. And you're gonNA start seeing just more nash national with Ab like the national versions of these major stations like CNN and kind of absorbing smallers regional areas to report more of some of the local news. Which is I? This is just what I envisioned because like you said this is probably what's GonNa end up happening. Hbo Max is already said that. They're looking at trying to combine elements of. At and T. TV. Now with it with the service each Max. They've also talked about how within the first two years. They're looking at adding live sports events and special events and they we have a massive news news backing was CNN and some of the other channels that are part of that and the thing is you can see the effects of regional stuff compared to national stuff. There's a lot of it. You could see it currently with newspapers so a lot of newspapers that you know are very local newspapers. That are slowly closing using down and then there's only the bigger newspapers that are left and even some of those are now starting to dry up or to go out of business and the thing is while some of them have converted verge over to the Internet and and doing a lot more focus on stuff on the Internet rather than print. You look at situations where you can't have a huge following for a local the newspaper when your audience love your your audience so small and just it's like it's like a niche audience that you can't serve productively and efficiently officially so I see that happening with television news stations. In the same regard. I feel like that is probably where we're going to head to but then it goes back to. How does that stuff go in line in with the future of the services and honestly a lot of this stuff could just boil down to eventually of the content that we currently see on channels annals can be absorbed into life feeds on streaming services? It's it's not that far out there with Disney. They can put all of their channels that they currently have ABC. They could put all that stuff and roll it into Hulu and that's where you would view it now. Some of these things. This isn't going to happen for quite some time but I think you're exactly right in the sense of. There's there's only so many things that people are going to be watching live and want to be able to watch live and the easier. It is to just watch the stuff as it's released. It's it's going to change that so there's that 'cause I don't I don't want live TV. I just want those live channels. I don't need nothing. No disrespect to the island on channel. I don't need it when I only wanNA watch three channels. I WANNA pay fifty bucks fifty channels not only want to watch them like for you know paying a fair price but I want to watch live channels. I WANNA watch. I just want to say is I don't WanNa copy over the existing set-up of you know one of those contracts cables in the wall that with an Ethernet cable in there we go. That's not what what I want. I don't think that's what a lot of people want. They want that selection. They want that. I just want distinct one thing in real time or these. Three things are real time and I think some of the services out there like we talked about. NBA TV a little while back. I think like services like that are going to serve the sports Fans a lot better than something like ESPN that only has rights to certain things and while can be costly and it can get expensive. I think that the problem album is that because sports games are so so so broken down into regional areas based off of who the audience is who are watching them. I I think that becomes a problem as a bigger thing. which will maybe change over the course of the next couple of years to where rather than having blackout areas for certain in games because of the regional of the regional situations that they have you? Just see it where you get to pick which what you want to watch or something like that and then broadcast is how how it changes. I don't know but it definitely is something that is going to change no matter what because it just can't continued on the way it is and I do feel like as these things create create. These live TV services they creep up in price less and less people are going to be inclined to purchase them. I don't want to pay sixty five dollars so that I can have. Access is to three channels or channels in addition to the a some of the content on some of those channels are also on other services that I are- subscribe to. If I won't be able to have my kids watch Disney Junior. They can just watch the older content on on the Disney plus APP rather than me having to look for a service research even offers that I don't need duplicates of content just just for the sake of it so the next big discussion will talk about is Disney. Plus one week later he gave. Hey my thoughts based off of Disney plus last week I have a couple of more things that I wanNA talk about. But you subscribe to Disney plus and you've messed around with it. It's so many of your thoughts on what you think of Disney plus first off I want got married so that was nice and my now wife is really into Star Wars. We wanted to watch it together. So got the service. Sunday watched the first man delorean and I love them into. I think it's great I think it's great integration with the Lucas his film in the Star Wars Aesthetic in general. I think that this is the type of show that Disney needed to launch. With a thing this is the type of show that other players need to emulate malate necessarily star wars but just a good high-quality show that doesn't skip on budgets. Like I mean it's not it's not ungodly expensive but they put some time and money into it you know they put some thought put them into it. They really thought about what they're GONNA do. And what the flagship is going to be. What is what is the tone of Disney plus and I think they nailed it? Think you I use experiences fine. Federal tiny bugs. But that's just because I'm a programmer and I was like all right that's a bug signing a little bit tricky Creating profiles was even more knowing just trying to add. New People just became tedious because like wasn't remembering the name correctly or like. The picture wasn't updating. I don't know stuff like that. Nothing major just little things things like that you can feel like the APP was a little bit rushed out sending up on my computer and send profiles I can feel the website is a little bit rushed. But that's Here nor there I got the bundle doc right so talking about bundling plus bundles with Hulu and ESPN plus beds for two hundred ninety nine. It was like you know what I like sports. I like like stuff on Hulu. I think if I'm GonNa Dump Net flicks. I get dizzy. Plus which with the bundle which inherently going to be cheaper than what already pay that flex by like a dollar or two so I try to log in into Hulu blue and it didn't work and try to log into UCF plus and that didn't work deny immediately text. Dustin knows A. Hey Man do you know what's going on. Have you heard anything. And he said no which was a little disconcerting Carr's distant pretty much knows everything about the news and what's going on and the US reaction so I was like okay fine. It's about about forty five minutes to figure out how to access the page age to get to activating the Hulu part in the ESPN plus part and that was very frustrating. Because there was no obvious many to do it there is nothing simple simple about where this was trying to Google and they couldn't find anything which probably means I didn't do enough but it was very unintuitive. I was very annoying when you pay that much money for something you expect to get in. It's not like in a sense of entitlement just like I don't mind jumping through hoops when he told me what the hoops to jump are. That's fine I can handle that but when you promise me that I'm GonNa get two extra services this and I can't find out where to do them pretty annoyed. I feel like that was early. Big Air on Disney side. Oh one thing right. I'm on the roof you up and I can't say this for all the other recites but this is just for me on the Roku it took me to me and my wife a few minutes to figure out how to get the close captioning on and obviously accessibility controls are very important. people with hearing parents and visual impairments They really rely on these types of things. I think Netflix has done a great job of trying to make those as is simple to use as possible to bring this news in for me. Disney plus it just felt very unintuitive defined that menu foreclose captioning and so we finally found it took about five minutes minutes and that was frustrating. Because it was like you know like other services. It's not that hard to find. Close captioning in yet. That's comparison and we shouldn't compare things but we've essentially with Netflix. With who with all these other partners even like who. TV or you TV like the the same basic premise of binding. Accessibility controls is kind of the same. You know we kind of laid it on it. Defacto Standard in Disney plus kind of bucked that trend which is fine as their paradise but it was hard to find the accessibility controls. So that's that was one of their your big knock on disturbance. That didn't really like but otherwise I I liked it. I know that there's been a little bit of backlash over. Use Your bugs and sign up that day and stuff like that but for me. Working more office is just like when you don't deal with that large volume of consumers right using you're using your structure. It's kind of hard to gauge those things out when you building a complex website and an experience as new businesses website is. I can see how there'd be bugs. It's just hard to to the box gates test and make sure that every little thing is working on the launch day. Like you're GonNa miss things like this just the way it is no should that'd be the way things are obviously not you know I. I like to be perfectionist but I do understand work requirements. Help those those things are also remember that Disney he also launched on how many different platforms. You got the web. The ROKU APPLE TV. It was a fire Those are just like on the actual. TV's themselves then you have all all the devices like Android IOS devices of various difference. You know sizes like their development teams had to do a lot of work to get those up and running. So it's it's a lot easier to make to make fixes and to add features when you already have the Bass Don but to create a base foundation for all those different things in the kind of a relatively short amount of time. That's it's hard and so from engineering perspective. I kind of have a lot more grace for these companies because understand to level magnitude like how frustrating. How heart could be to to deliver product to that point but overall I was happy with Disney I it was it was a good experience? Good simple kind of like the content. I like their search coach company on how you search for something should be kind of boring. You know like this should be of course. You should be able to do that but I liked this suggestion that I got. I thought that they were actually like in Tex- truly aware of what I was trying to search. Not just per letter like matching each letter to like tidal. It kind of understood like the theme that I was going for him. I like this idea of collections. So they had like the stores collection the collection they had a Darth vader collection. Soldiers showed all the videos that appeared in like all. That was kind of Nice. I like that dat stuff. I thought it was really cool. Element yeah that's my basic thought. It was fine. Good Premier GonNA drumming back one Mandalay next airs one weekend. Here's here's the things that I've noticed that I didn't necessarily mentioned last time around. Most of these are GonNa come across his complaints. But it's more of A. I just hope that they get added. So so first thing is i. There's absolutely no labels to show you what you've already watched or they're at least the versions night like I downloaded this on multiple different. Don't at devices and on the variety of different devices that I've I've downloaded on. It's not some of these functions. I have not seen because I'm not that using them like all the time but for example on my android phone and the and the Samsung TV. There's no place that says like if I start watching in something it doesn't give me the option to go back to where I was. It doesn't have like a resume option. He just has it start back from the very beginning now. It's not obviously difficult to fast forward to where you were fast forward to a certain point of where you were but it's just one of those things that you kind of expect when it comes to the streaming services that you already really. Have you know when you start watching something. You have to exit out because you have a phone call come up. Whatever you've got something that happens can't finish it? You don't WanNa have to go back and people to only be able to start from the beginning. It's just an added extra task. You don't necessarily you're not expecting and that that's actually ugh. I can actually comment on that one issue on my Roku and this is once again on Sunday night I was able to resume where I was watching the mandatory and I started but we scrapped that idea so I can't say for all these different platforms. Yeah I know Roku was one because on Sunday I was chatting with somebody within the the Disney sneak community in general and they had said that the Roku suddenly had an update over the weekend that added continue watching or the resume feature to you know the the the system. Now that's still not available on some of the other devices on current using which the Samsung Smart. TV is the one. I'm using the most at this point but the other there's there's a couple of other things so the audio issue that I had before of watching the actual service on MTV still having that same weird half half a second audio glitch where it's like redoing the half second audio and then it's off sink. I still have that problem. Tried to figure out some sort of fix fix for it and it's not always doesn't always work basically like pausing before exactly at one second of the video plane and then waiting the second in other words like giving the second into buffer prevents that from happening. Sometimes they're still that but the thing is something that's really bugs me because when you get into do you get outside of the original content that they have. That's new. There's not you know an overabundance of it I wanna be able to see if I'm watching television series or my kids is are watching television series. I want to be able to see which ones I've already watched which ones they've already watch soon. Not replaying an episode that they've already seen is very very specific when it comes to the cartoons for children which is odd because this is something that is present in some of the other Disney APPs specifically Disney. Now which is the service that that you get. If you subscribe to the Disney Channel's on your through your cable provider. They have a Disney now APP and they have a decent catalogue of shows that you can watch but every time you watch an episode. It'll actually show how far the episode you got into the episode or if you completed just by simple red bar at the bottom of the thumbnail. I want to see something like that on Disney plus because it feels like she's a common thing that should be there either. Have the bar showing how far you've watched it or show that you've Washington. The hell like Netflix puts a little label at the bottom of the thumbnail seen watched. Because you've already seen it because it's helpful. I want to see something like that. The audio issues. I'd love to get worked worked out but I'm going to be honest while I appreciate the fact that they were available on all these different devices not really seeing the smart. TV's getting the abundance of updates updates in the near future specifically because there's no real reason for it they're an individual smart TVs while it's great to have the ability to use the APPS they're not going to get like android. IOS Amazon Fire Apple TV and Roku are going to be the devices that get the most updates and they're going going to get the the updates more frequently if for no other reason than the smart TV's update as frequently like my android phone will update every single night. While I'm sleeping keeping that's when I schedule all of my updates and it will update every single APP that has an update at that time so it could happen literally within twenty four hours of the update launching the Samsung's smart TV. And I'm assuming most other smart. TV like this to they don't connect to do updates as frequently. Yeah I know for a fact because Youtube had. There's a youtube APP on there. That for years was the same thing and then just recently changed to like a new interface. The netflix just just change to new interface. It was like they rolled out a bunch of updates at once for some of the APPS rather than on updating single apps here and there it's again it's it's just a minor thing but I'd like to see it happen I'd like to see UPDATES occur but I know that the the main focus is going to be on those those major major devices which is completely understandable. The other thing that is not so much a complaint about the interface by itself or the service. But I've come to. ooh A realistic conclusion. That there's going to be a problem with content. So here's the thing. I am one of those people. I am very much in the mindset that I like I like binge-watching stuff I do not disagree with the method of not releasing stuff in binge method and honestly it's super quality. TV I will make time like the two episodes of the man delorean marine. I signed up day. One I watched mandatory in the first episode on Day One second episode of mandatory and came out last Friday. I I made the time to make sure that I watched that Friday. I wanted to see it because it's good television when each fuel releases series I tend. You know if it's something that I'm super interested in like currently watchmen or previously the last cycle full of shows was succession. I will make sure that I watched those the day of if not shortly after the premiere. Because I'm really interested in seeing the next installment of that program however there are other shows out there that I don't have a desire to need needing to watch immediately as Aaron. I let the episodes build up as they slowly only release and that's and then I tend to watch them when I have the time or when I'm in the mood to watch that specific show for example it's the righteous gemstones research. It's a show that I thought was was amusing. It was interesting but I read with her. Watch it altogether rather than watching it when it releases. Every single week Disney's obviously gone the method sort of releasing stuff episodic weekly which I completely understand and I back at. HBO The HBO. Max Investor Call that they had they specifically civically. We're talking about how we like to build the anticipation for something releasing and then it drives it builds the popularity Larry and I don't disagree with that. It was a good point in when new show comes out on. HBO People Are Watching. People are talking about it at the time that it's coming out. A brings that at group of viewers together if they log on social media and start chatting about it the same thing with Disney Disney. It makes perfect sense. A new movie comes out for Disney. People are GonNa talk about the movie because it's coming out and they thought you know that's happened with the marvel stuff it's happened with star wars and now it's happening with these. The Disney plus shows the problem Salaam forseeing though is that when I look at the original content that Disney has that they've offered Upfront Alta Gate. I'm having a problem with finding enough content content that I actually want to watch now. That's not to say they don't have content. They've got tons of content. They Brag about how much content they actually have on there. But when I scroll through the vast asked majority of the movies and the television series that are not originals. I look at the stuff and I say okay. Yes I would maybe watch that show again because as of already seen it. Or maybe I'd check out this content that they that they've you know that they've made available at some point but it's nothing that I'm super excited about out or interested in now at the same time I my children are looking at shows and they don't they don't care about the same things that I do and this is very much service in. My opinion is geared towards children. Dron they just look at it as what can we watch and I want to watch now but when I look at the original content I look at the fact that I'm going a week without any new original content and currently the shows that they currently have their available not watching high school musical not watching encore or marvel's hero project or the world world according to Jeff Goldblum. I don't have any desire to watch those shows. The only two shows that are actual series and not shorts are the mental oriented and the imagineering story will the imaginary imaginary story only has six episodes. Then it's done and the mandatory and only eight episodes and it's done and both of those shows will be over before the end of December when those shows run out there there is no other ongoing series that they have announced that are coming in and obviously were only a week out things could change. Things could be different. I acknowledged that but it feels like how much content is. They're going to be on a on a normal basis that people are going to get super interested in and it's a concern that I have because the marvel shows that they've announced. Everyone's really hyped about. None of them are coming until the very earliest August of twenty twenty the other star wars shows while they are currently in the middle of snow filming demand lowering season. Two there are still ways out. You're not going to see that at least until probably late next year too because of just post production and stuff but then you've got the other store shows that they've talked about those are not. They're not even on the schedule for like within the first year. So between between now and the time that the first model show Falcon Winter Soldier. Come out you've only got one show. That feels that feels the desire for the fan base of in the same Fan Bases Marvel or star wars. Which is they've got the clone wars season of the animated series? They've got season seven coming on February but outside of that at one series. There's nothing out of any of these big properties that they have Pixar is creating the monsters inc show. But that's not on the schedule is coming out in time in the immediate future and I just keep thinking while some of these docu series that they're producing and some of the Schwartz the short series that they're producing could be entertaining. If I'm only going to get a five to seven minute episode once a week is that really enough content to keep me interested in the service and while I am subscribed for the next three years ears. I guess the question is not so many not so much about how many subscribers have which by the way it was announced that they had ten million subscribers on day one. It's not so much about how many subscribers they have. But it's how often are people actually using the service because with net flicks. I use the service at least once a week and when I'm using it I'm watching eighteen. Maybe an entire series in it. You know or half a series or whatever like this past weekend. I watched an entire series of show that came out earlier this month month and it was eight episodes thirty minutes a piece. I spent four hours watching it. I can't do that on Disney plus because there isn't that type of content available for me to watch and I know it just comes across as yes you just want stuff to be binge. No it's not just that it's just feels like there's a lack of content. We gave apple a ton of crap about out not having a ton of content when they launched they had a total of nine original content items four of them were reprogramming for children and one of them was a was a documentary nature documentary and then the other four were the high profile series when you look at what Disney launched with. It's as their premier stuff. They have to original scripted series. They have four nonfiction series. They had four short series which aren't releasing leasing new episodes every single week. And even even if they are they're only on average about six minutes apiece and then they had the two movies the lady and the tramp in Noel and I can tell you I watched. Noel was not very good. The mandatory and is very good the measuring story. I I've enjoyed. I watched some of the short series but overall as a whole there's not a whole lot of content and they haven't really announced a whole lot of content. That's coming soon so I have concerns about. Are they just relying on the back catalogue of content. They have to hold people over. And we'll that actually work. They have a lot of content. That people can watch. It's older but that content was always available in some some way whether you could rent it or you could buy the DVD's or whatever you could have watched this a lot a lot of this content elsewhere and it's concerning because because they feel like there's going to be these big gaps in the original content that they're that they're releasing. I just wanted to express my concerns with that. I'd elephant that you're complaining about the enjoyable model like you can't binge now not complaining that Disney pluses netflixing eaters one of lakes and I don't think that's what you're saying. I think you're saying that you want your experience on Disney worth your time. Exactly you like right now from just hearing you in our talks privately is it just seems like you know besides your kids the only reason why you got it we we need the show which stuff but the only reason why it's just like right now. It seems the Mandolin the lawyer. That's the only thing that that you afford to on. This platform is demand awarded. If not that then you're not gonNA use it. And that makes sense of why you want more content content either in terms of like Benjamin bottles where Disney plus isn't doing that but you want other titles that could be worth your time like HBO. Yeah we all look game of thrones we all do okay. Most people do but they have other solid content there sure noble ballers other things that can think of right now. successully watchmen what westworld. I mean they have have constant flow of content every single week. There's at least one hour drama and then there's two half hour comedy dramas or whatever but they have a consistent flow of content and year round when you get on the APP. It's worth your time like you're not just doing a one off thing and it's finding I'll come back next Tuesday and all this APP and dusted off and see what new like no like on on. Hbo It's Worth Your Time to start a new show all right finish that maybe find something else in the like you had a great night watching. HBO Nagai through a couple of different properties. In there you go you got your. Hbo Experience Where Disney plus you only really getting one show for us. We just like the main two warring right now. Let's the only new show. which can you know fine? All right I know things start small but you know if they don't do that then the audiences for these fervor Disney plus. It's going to be frustrated. Just because like it'd be very limited in what they want to watch at least apple. TV PLUS WE GIVE DO GIVE APPLE TV a lot of crap but at least did they have right now. A steady flow of hunting coming of new shows. Now we want like the shows we might think down but they have new. You were stuff coming so that you know you're experiencing apple TV plus right. Let's just say you like the shows. You're getting a lot of different shows. That's going to be worth your time right now. Disney plus doesn't do that you're frustrated in totally makes sense and there's going to be other people frustrated Disney push out doesn't have an experience at least for adults but for all Elsa doesn't seem like there's a chance right now yeah and that that is really what it boils down to. I mean as an adult. There's just not enough content that I'm drawn on towards there's only so many times some like if you're if you're subscribing Disney plus because you really like star wars and check out the delorean you finish the weekly episode of Man to Laurien. What are you gonNa Watch? There's not I mean you can only watch the original movies all the movies that they have their star wars so many times. There's not like a back catalogue of Star Wars Television Series that you can watch you know for an entire week leading up to the next episode of mandatory it. It's just not well that's all I don't know if you've heard but that's that's why all these adults Going back and watching these old school cartoons that they grew up with duct tape stuff like that. Yeah he's probably because there's a lack of content the other stuff's going back to the cartoons and there's nothing wrong with that I mean I jokingly say that but that's not necessarily good answer you know right but that's true I mean I've I've introduced my youngest kids to a show that I watched as a kid because I figured I don't need to watch this show in depth. It can be on in the background while my kids watch. Gotcha and I know what they're watching because they know what the content is. Yeah I mean it's very much like that and the thing is like I look at it like this. I previously had a massive save. Dvd Blu Ray collection so at at the peak of it it was about twelve hundred and over the years. I've slowly gotten rid of movies movies and TV series. I had as part of this collection because I kept thinking. How often am I actually going to watch this? It was something I would watch that I would. I would get version Asia in digital and then just add it to my digital library but if it was something that like and the TV series is something that I always go back to when it comes to TV series I rarely am I going to go out of my way to pick up a TV series from twenty thirty years ago and watch it all the way through. It's just it's very unlikely. And there's plenty of people who do do that and I applaud them but like even when I look for stuff on net flicks eventually when I look at stuff on. Hbo Max I don't don't see myself going back and watching something unless it is really really good and I never side or it was really really good but I don't remember the ending because because I just have a hard time re watching something that remember exactly how it goes because I don't pay attention that well then because I already know how it all works out but it it just comes down to it. I feel like for adults. There's not a lot for this service to offer. I think and I hate to say this because I don't want to put down the service because it's not something that I don't. It's not like Apple. TV where it's such a limited amount threes a benefit to having this especially if you have children but as far as became an adult and doing it I feel like Disney really tugged on the nostalgia strings for a lot of fans. Who are you know able able to pay for their own subscription by offering these extremely discounted subscription rates ahead of time? Because it locks you in for X. amount of years you've already prepaid so you're not going to get rid of the service and then in turn you get the service and you realize well there's not as much content. Here's I'd like and like while I like you I said I I keep seeing the same thing about people talking about other watching these old cartoons and movies that they watch this children but the reason they're doing that is because there's not a lot of newer content that's geared towards adults colts the PG thirteen or are stuff that's not star wars or marvel gets pushed over to a different service because it's not family friendly content and that it concerns me because I mean price point wise. It's a good price point. There's no arguing that but I feel like I'm the people who go out of their way to say that. They're unsubscribe from Netflix so that they can have Disney plus they're not going to have nearly as much content that they would have overhead net flicks and they're not gonNA have content. That's geared for their specific age group. Because there's only a limited amount of content that is on Disney plus for people who are older than will people are older than thirteen years old. I'll just leave it at that. This is now this might could totally different. Behold but this is why I subscribe to the Disney should've just another they're trying to buy Out or they are in the process of slowly buying out that other stake. I think Comcast into Hulu. But this is where I would just love to have Hulu in the current version of Disney plus merged urged all into one to air. Obviously you can't do the six ninety nine price point anymore but it's everyone will have something that they WanNa Watch. You know what I mean and the thing is I think the problem is that Hulu because as of the current state of who we are in a situation where who isn't getting as much of the content as you expect you know like Disney's making this big deal about about how they rolled all their a lot of their content out onto Disney plus but it's all the family friendly stuff in. It's a lot of this stuff that isn't gonNA appeal towards adults while who can easily be bundled bundled with it. Hulu still doesn't have all of the other content that Disney has or owns. That is all the adult stuff. Some of that stuff. They still have licensed elsewhere. We're so they're not going to be. It's not going to be on. Who At least in the immediate future? But yes like you said I would love to see Hulu become you know we talked about this. Last week affects all the content is going to be over on Hulu. That's that's a great boost because FX content is almost on par with at least some of the stuff that HBO offers. So there's and there's some really good stuff than Fx has offered and that is definitely stuff that's geared towards adults but also like to see some of the back catalogue of some of the touchstone pictures films that are rated rated R.. Like the Jerry Bruckheimer films and these are not necessarily great films. But they're enjoyable to watch Jerry Bruckheimer films from the nineties like the Rock conair those rated R. Film that will never ever Pop Disney plus but they were technically Disney films. I would love for those to pop up on Hulu or enemy of the state will will Smith. These were films that existed within the confines of Disney when they were trying to expand their reach. But now you can. You can't find these these movies anywhere unless you own them and they're not cheap to own because it's because they're owned by Disney. Everything that Disney owns is is expensive when it comes to purchasing them so Hulu would be a great a place for all of that content that when I see adult I'm not saying like it needs to be rated R. Material but just basically anything that's not necessarily family friendly. There's plenty of shows that air on. ABC that are Never GonNa pop on Diesel Disney plus but could be on something like Hulu an offer people the ability to watch him. So it's just want to see that see. This is where it gets confusing almost trend do two things to two things at once like well. Why consolidate all that in one and just like every other APP have a kid section? Yeah and I mean even even at Disney plus they have a kid section in like why. Why do you need to separate the two? Like I know that Disney it has a unique brand and I get that but you can combine those two portfolios those two services you know and still maintain the Disney brand real quick. I WanNa make a comment about something you just. Who says you know Disney has his kids section? I've actually utilized that future with my kids and one thing I noticed is that they're like very strict about what they show so my daughter who's five years old I have no problem with her watching. PG rated shows or movies or television shows no no issues whatsoever. That's it's completely confiming when you compare some of the recent stuff that Disney launch. It's almost all always repeatedly but there was a movie that we couldn't pull it up because it wasn't G. rated and I thought how why. Why is it like? Why is it so strict wire? They creating the strict age ratings. If it's a kids thing it should just be kids appropriate. And that's what it is. Not based off their age. I know on Amazon this on Amazon prime video but I know Amazon on their kids fire APPs or their fire tablets. There's like an age range where you can tell them. I'm okay with content from this age range to this age range and then Amazon will kind of just based off of the developer age ratings. Say Okay this is the content is meant for you but I don't like that if you go into a kid's APP you can't watch content it's really PG or just not. That was very odd. And honestly I'm not sure how much of the content content that's on Disney plus isn't appropriate for younger children in general. I mean like sure the marvel movies are PG thirteen in their suggestive things. Like where's I W- where do you draw the line when it comes to parents being able to control what their children watch compared to Disney dictate. What kids can watch just wanted to point that way you said it? So there's forget about it. Yeah no no totally found funny when I was setting it up I was sitting up for my stepdaughter of her profile. And I'm like Disney like you know I I know Disney whatever there's like a you know the kids you know toggle I might well why okay this totally invalid as the whole point of of keeping them separate when you're just GONNA already at a flag of of them being a child. I don't know to me bureau back. Taper I in you listen to me about you. Know four or five episodes go on Disney plus in as given crap on TV. Now I feel like an can you change statement not saying the apple. TV deserve praise but should have been less harsh on apple. TV should be more harsh on Disney. Plus because you know don't don't see the reasoning to to basically basically replicate yourself twice who has infrastructure has experienced setup has apps everywhere they probably could have avoided the first day blundered by Disney plus. But the first day difficulties of just Nicholas you'd have all their content there. You'd have enough content for everybody in the simply. Just put it at the bundle price you know just because right now who and Disney plus us in espn but let's leave them right now for twelve ninety nine. That's a great price. You get a lot of content not comparable to NFL but good enough. You have everything there and you could just be good to go in. I know that I I just don't understand. I know that kind of repeating myself now. I'll leave this topic. But the more thing about Disney plus and the more. I use the APP nine experience. What's going on? I just am worried that Disney made a bad decision trying to separate the two businesses of Fox and Disney and this is going to bite the Butler. The only explanation I could see for this is that they're trying to run it in a similar path to the way that HBO While Warner or media had explained when they said you know. We're looking at it at we're looking at. Hbo Max Pairing with at and T. V.. Now and were looking at that. There was an interview that was done with John Stinky. which we're GONNA talk about a little bit more? I think we're going to hold a discussion point until the next episode. But he he. There was a question that was brought up about content being created for. Hbo Max and whether or not they would welcome content from other other companies such as Sony or CBS or paramount or whoever ever universal whether or not they would welcome content for Hbo Mac specifically for their service and with Disney. While there are some. There's a very there's very few but I know that there's there's one show that they have coming up the Zayd as part of their original scripted series. That's actually going to be produced by. CBS Television studios outside of that one. Show there's nothing on their current upcoming series. That is doesn't have dates. That has an outside company that's creating content for them. I have to wonder or if the intent with Disney plus especially with the fact that they already have this. Bundle option is that they're looking at it as individually. You can subscribe to these inexpensive options. You can subscribe to Disney plus for six dollars a month you can subscribe to ESPN plus for whatever. It is four dollars a month and you can subscribe hi to Hulu for eight dollars or nine dollars. Whatever it is per month you can individually subscribe to those based off of the audience that you are so if you're an adult and you're looking for content then you're gonNA look you're probably lean more towards Hulu if you are an adult that is that has children? You're probably GONNA lean more towards Disney plus but when you add them all up together you can have a larger package which comes out to almost the same price as Netflix mid range plan and HBO. Max almost almost not there but almost each Max's price and while. Hbo Max when it Rolls Out their intent is that they will have content for adults to have content for children. They'll have content for everybody then on top of that they're going to be adding more and more content. Has It goes on to so while Disney plus is a great deal deal fiscally as far as how much it costs per month compared to a service like each bureau Max I have to wonder what the output of content will be that is constantly being added because while Disney still has shows and movies that they could add to the service as time progresses the don't have an unlimited supply. And while it's GonNa take a little bit of time for them to create more and more original series. Hbo Max when they launch if they have three times more content available at the launch date than Disney plus the already getting a better value because sure you're paying three dollars more or you're paying almost three times more blood to game three times more content content and it's not just content meant for children it's not just content meant for adults it's a mix and that's what I have to wonder about. You know everyone keeps bringing up. HBO's does Hbo Max's High Price Tag. And I know that I keep talking about each feel Max. It's like the best service ever in. It's not even here yet but it's because I'm pretty excited about it but also because because I am already an HBO subscriber there's lots of content that HBO releases by themselves. That I I watch on a normal basis on a consistently washing watching going basis experience. ACKLIN Disney plus. Your time is GonNa be worth it. Yes and that's the thing I just feel like maybe down the Line Hulu will. Once it's completely one hundred percent owned by Disney. They can they can start creating a lot more original content specifically for that type of audience that they're gearing it towards and you bundle who and Disney plus and then you throw on ESPN plus when you bundle those together. All I can wonder. Is that if you know if it's this if you're getting the same type of experience you get over at each Max but the difference is that you're paying just a couple of dollars less for content that maybe isn't as good as what. Hbo Maxes is it really that big of a price difference because currently it's a massive price difference when comparing one aspect of what Disney is offering right now to what. Hbo Max will offer. It's it's a huge price difference but overall if the experiences is is worth the extra money is really that much more money. And that's the thing like Netflix comparable right now like the amount of content that you have a Netflix. They've got plenty of children's content. They've got plenty of adult content and yes it's more expensive than Disney plus by Disney plus. It doesn't have the they've got the catalog of got a catalog of content. But how much of that content is is for. You know I don't know I I keep I'm repeating myself health and I just want to end up this on this. Hbo Max talked about these four quadrants about how there's four quadrants of viewers. There's the older audience. There's a younger audience. Audience there's males and females. You have to basically breaks down into these four quadrants male female and then based off of the age where shows end up on that spectrum. If you plotted lead where Disney pluses shows are located on this quadrant. I feel like they're skewing very young and they probably are split between male and female. But they're skewing doing extremely young. How many people who are like? Let's say the thirty five to fifty demographic the people who actually have a lot of disposable income how many of those people are gonNA subscribing to Disney plus like. We're hearing a lot about it but a lot of people who are talking about our younger people but they're not the people who are gonNA necessarily consistently stay with something or continue to pay for for that's also the in not trying to create a sort of arguments put this also the age range that tends to expect everything for free so the price point is lower and that content that they have is designed for that age range. But what about everybody else. How many of those people who are actually you know Oh have disposable income to pay for a service how many of those people are actually subscribing to it because I would love to see the age range of where the people are who are subscribing and Disney plus and then see how many of those actually stick around? Because I don't think it's even remotely close to something like just. HBO AS IT Stands Right. Now is or Netflix. It's it's just true different service. Yeah I mean my arguments to leaguer. Cuban migrants against Sie plus in their strategy or a little bit different from money-making Perspective Keeping Hulu in Disney plus separate is just a bad ploy. Also I find it so frustrating than if I want to watch something on Hulu. I have to exit. How's it go on to Hulu to search for it? Yes I think you have to either starting who or start Disney plus run a search. It's not there then. I will have to move to different with the different user experience in run the same thing that is frustrating. Something that we expect because of already technology that exists this is not something new and the thing is like if anything who should have Disney plus built in as like add on channel or something like that so that you can be Hulu and use the same view the content that is available in Disney plus. That's the way it should be because there's there under the same parent company. There's no reason they shouldn't offer that it doesn't make any sense to make people. I'll have to separate APPs to view content especially when you're bundling them together. You should be able to view the stuff within one cohesive interface that works for this services that you're bundling together if I go to prime video I subscribed to the different channels like the showtime channel or the HBO Channel. And and I search that content should pop up. Because I'm I'm subscribing into unbundling together within that specific APP and it doesn't make any sense I can do that for showtime I can do that. HBO In general. Do they ever Disney plus like. I know it's been a week out but I mean come on when you when you're essentially to force two thirds to three fourths the owner who plus right they essentially have all the control day should be able to do something like this when you bundle you. Essentially get a free channel Hulu sewer so we're Hulu you control everything vice versa. You Know Disney plus right Disney plus should be able to you know few bundle. have one one hub to access all of whose content tint Mike. I know from engineering perspective. That's going to be hard. But when they already talked about for Disney plus doing integrations when Hulu already does different integrations with these products since you know who who Disney plus Kinda makes sense of teaming up who doesn't partner with anyone that really does sports you know again the live TV option but the from there like partner integrations Winston and. I'll think anyone else does sports. So I guess in my mind. I can easily equate Disney plus news. Pin like in the same group having ESPN like outside. Though you're totally right like in the same company that should integrate but I guess my focus is more on like ESPN and Disney plus I and then ESPN just. Because like they're just really weird but yeah I mean I I agree I agree it just it feels like a missed opportunity if Hulu already offers other channels you can add as add on packages like showtime and HBO There there should be no reason why they shouldn't add. ESPN plus the pre. The reason they probably don't is because if you have. ESPN LIE ON ESPN OF HULU TV live. Who Live if you have that you get a a number of the ESPN channels so you can already watch a lot of the ESPN content? That they offer the issue of course is that then. Then there's what's the benefit of having who live along with ESPN plus if you're watching a lot of the same content. There's no real advantage so than in other words they're trying to push that live version of it. It just to me. It makes sense. There should be a service out there like Hulu that already offers a lot of content. You can add add things onto it like HBO or showtime and then in turn you can also add on other services smaller services and then make the stuff searchable within the same APP it keeps you using who more often you are prompted to look for Saddam within Hulu. There has to be something like that not just a searchable but like like actually be able to view it. You should be able to link your Disney plus in Your SPN plus accounts with inside of Hulu or have who add on options with these other things just so that it all in the same exact interface so you not leaving the APP. They all talk about how they want people to use the APP. That's how you get people to use. The APP is by having at least the same services they're offered from the specific company the parent company all within the same thing and right. Now they're not. I think it's incredibly missed. Opportunity that that you have to go into the services individually if you buy this bundle. It just doesn't make any sense. Just cuts down the usage of the the individual APPs so projecting for the future. I honestly see this is something that they probably will do is just not a priority at this point in time because it wasn't a priority to add. ESPN plus as an add on feature to who before Disney plus came. It's not something that probably on their radar immediately for the future for Disney plus even though Disney plus we'll have way more subscribers than ESPN plus. It's just not something that they thought would be something that would be good to implement and I find that giant missed opportunity. It's just it's a shame because. Hbo Max is out there talking about how they wanted to add. Hbo Max as an add on option for existing providers and end the reason why is because they're already doing with HBO. It's not really that different than what they're already offering. Just it's a it's a service that will offer more content and I know for probably the next six months until Hbo Max goes were. I'm I knew I will be talking up. Hbo Max. Because I'm I have high hopes for it and I'm not swayed by the. I'm not dissuade by the the higher price point because I I see the value in something like that if for no other reason other than the fact and I'm already and HBO Subscriber Already Paying Fifteen dollars a month to have HBO having more content and including the quality continental already getting I see is is a plus and with Disney when a year from now when Disney has a couple marvel shows in the bank or in the tank and maybe they have the second season Laurean. There's a little bit more in that they can figure out. Hey maybe we need to get more shows. They're geared more towards adults that aren't necessarily rated R.. Or you know to adult to be on Disney. Plus maybe they'll realize that that's what they need. They need maybe a little bit less of the content that we can typically find on Youtube for free I done ranting then I know that you have Disney plus. Was it for three years. Yeah it was at this guy. What would your take on the service right after one week after you're basically distilling and thinking about what we've talked about for the last thirty minutes? What would you do? You know If you do we we a`month-to-month how would you go about Disney. Plus would you cancel. Would you just keep it for your kids like you know because I know right now for like the streaming services in this podcast. But you know you're kind of covered since he got it for three years like got a three years. You kind of just GonNa Watch it just just because but you know what would your thoughts be. What's your take if you just had to do it once a month what? What are your thoughts if I was a monthly subscriber? I think that I would be in the. If if it wasn't something that my children were using. It was just me and my wife or it was just me in the picture and I didn't nabbed children. I think it would come down to simply this. I would treat Disney plus exactly the same way that I'm currently viewing apple. TV plus there's quality shows. I want to see them. I want to watch them but I want to watch them and not have to pay a price point to watch just a few shows and that's really what it is right now if I you know now if factor in my children I can see the small cost that it did that. I'm paying. I think it comes down to like what I'm actually paying with. The discount count because of the preorder was like four dollars a month. Four dollars a month for the next three years and my kids can watch all kinds of content that I personally have no desire to watch. That's it's worth it. I don't have any problem with that whatsoever now. After three years if they decide to raise the price up to ten dollars because there's more content that they've we've added over the three years. I don't know that I'd WanNa pay ten dollars a month. Based off of the way things currently are but as a parent I can see the value month to month even in at six dollars a month as a adult. I cannot see the value of it outside of the same thing. We've been talking about with Apple. TV plus. I would probably if I if my kids weren't a factor. I would probably look at this as I want to. Check out the main to Laurie him. But I'll wait till the F- The all the episodes are there and while I'll be a little bit behind in everybody. Everybody who have already disgusted. I'll have I'll save myself some money by not having to pay eight for a free episodes of his show. I'm interested in watching the morning show. Oh to a minor degree for all mankind and Apple. TV plus is the show that I actually want to see. But I don't WANNA pay five dollars a month for three months worth of episodes while they release them. Because I just don't find the value in that I don't WanNa pay fifteen dollars for twenty episodes of television just to me. That's not worth it. I I I'm one of those people who can never my head around paying two dollars for television episode. It's just too expensive. I'd rather just watch it live or on my dvr and just fast Ford to the commercials and say myself the money so there's a value in and if you have children there's no question about that but as an adult I feel like you're you're the level of content. Content is meant for adults is going to be extremely limited over. At least the next ten months Gretchen. Feel that I don't WanNa put my you know. Assume everything for everyone but I can see the year take is going to be very popular. Take Amman among adults like if you have kids great you know because they jeff great brands and great old movies. You could just play in like while you're driving like yeah just put on the land us you know. We're going to go keep them quite like totally makes sense if you have kids. But if you're an adult like I can see Disney losing subscribers over this which isn't GonNa look good and a ten month span when really everything that comes down to streaming is not how many subscribers described do you get. But it's how many do you key in. How much do you grow incrementally and I can see Disney's ternary being abysmal in? That's going to be a big issue. Yeah but like I said earlier the the other thing which I don't think he's ever going to be something that is public is. How are the demographics? What what is the usage rate for the demographics are that are using? Because that's the biggest. Like Noah Nielsen is not going to be involved in Disney plus plus comments about how they have no intention of releasing scene ratings or numbers based off of the viewing patterns for the shows and I find that to be kind of disingenuous. Especially when like Netflix. Got So much crap about it and they're slowly giving more information they were prime video has decided to team with Nielsen to make sure that ratings are released. I just find it as a situation where it's like it's like putting on a mask. They're putting a mask over or they're hiding something because they know there's going to be some questionable things and they don't want to portray themselves if they don't have have to in a bad light. It's nothing against them. I see it from a business perspective. Netflix is obviously Jennifer years and people have given them a lot of crap about them doing it. It's just it comes down onto one of those things where it's like. They might say well. X amount of people watched excellent of people are subscribing and that might be the only stats we get but really if they brag about how. How many hours of television or hours of content? That people are viewing. How many of that is just kids nonstop watching a show for multiple hours because that obviously adds we're more than other aspects and that's also why Netflix has created so much children's content and when you look at their original series that our kids content compared to their adult content? Great a lot of children's content. A lot of those children's comes and gets multiple seasons because kids absorbed this stuff in at enormous rates. I get the whole reason. Why Disney's doing what they're doing? But it just is one of those things where I think. Just the numbers that we typically see about we have ten million subscribers or within the first week we had over three million hours of content viewed or something I think those stats are just propping popping up information that we don't have as far as you know how many of these people who are watching oranges kids sitting nonstop watching cartoons for hours upon hours. Because that's a AH much better number. Netflix doesn't Brag about how many children are watching net flicks. They don't talk about that deal. They hype up the original content that they in some cases spend a a lot of money on but in turn the hype about how many people actually watched that content and Disney can do the same thing. But I just I wonder you. Can you know if you have the man to Laurie in. And that's the only scripted original series. You have and you talk about how you know. Their estimates put it at twenty million people watch the first season within the first month or whenever. That's a great number but out of the twenty million how many of those twenty million people watch something else. That's and that's the biggest concern so all right so this episode obviously went way longer but I feel like the discussion about Disney plus was a good one weed but just as a forewarning in case you. Don't listen to the content episode next week's because of Thanksgiving being here in the states. We are going to actually refrain from having a normal release episodes regarding the content and the streaming services. Instead we're planning on releasing a couple of short episodes regarding just some discussion points so you can look forward to those But that's that we're going to hold back on the news the next time we'll be talking about the streaming service. News will actually be in two weeks from the time you guys. You're listening to this. So just be aware of that. In Case You happen to stumble still have content. That will be available. But it's just going to be as some some other content that were were putting together so with all that being said. I want to encourage you guys to head over to the website to check out the release calendar for all the the content that we have that it's coming to the streaming services in the coming weeks we'll be adding a lot more content for December as these streaming services released their calendars for for the month of December. In addition to that you can email us at the streaming wars gmail.com You can send US topics you'd like us to discuss. We do have something net like we do. Have a common came in from a listener in the Philippines. WHO said that they're interested in hearing our takes about the international market and we do have plans talking about some of that some of it is we're limited on what we know based off of the news? It's actually talked about here in the states but we do have every intention of discussing these services as they roll out internationally and their plans for international roll out because that is important to the overall services so in addition to that you can follow us on twitter and artists scored for all these articles and trailers released from the streaming services and about the streaming services. That's where you can find that stuff outside of that. You can follow us on instagram latest episode announcements that we have new episodes released. That's real find those you can find this podcast available at all podcast platforms as well as YouTube. If you're so inclined would greatly appreciate if you could give us a five star review and if you can't give a five star review please take the time to send us an email. The streaming wars at gmail.com com to let us know what would make this what. What would make the the show a little bit better to push it towards the five-star because while we appreciate all ratings we of course appreciate the constructive criticism more than anything so we understand what you guys the listeners actually are looking for so with all of that being said for twenty myself this has been the streaming wars? And we'll see you guys next time. Thanks for listening to the streaming was check us out on twitter and Instagram also consider supporting Patriotic Leagues Compete filed at the streaming wall starts

Disney Netflix Hulu HBO CBS ESPN Sony Viacom HBO ABC apple Roku Warner Media Warner brothers youtube Google John Stinky NBA
Fri. 04/24 - Google Battens Down The Hatches

Techmeme Ride Home

24:12 min | 9 months ago

Fri. 04/24 - Google Battens Down The Hatches

"Welcome to the tech name ride home for Friday April twenty. Four twenty twenty. I'm Brian McCullough today. Ats's CEO Rides off into the sunset as both a surprise and not a surprise at all whole bunch of interesting Google news all at once more on that Zero Day. More data on tech industry hiring and layoffs and of course the weekend long read suggestions. Here's what you missed today. In the world of tech this might be a bit inside baseball but it is big news. Even if you're not familiar with some of the names. At and T. CEO. Randal Stevenson is stepping down from his post and the current president and COO. John Stinky will be taking over the CEO position beginning July first now. I'm not sure how far to get into the weeds here but Stevenson. Leaving now is sort of surprising. And that's the same time. It was widely expected. He would leave soon and yet at the same time there had been activists investors who were pushing Stevenson to leave earlier and the whole stinky. Taking over thing is eyebrow raising because stanky is the dude that pushed. At and T. to get into the content business which was always controversial. Like if you've been anticipating. Hbo Max Stinky is the Dude. That made that happen. He's also the dude that pushed out all of the old blood at HBO. The old blood that some people like me would call geniuses anyway this is from CNBC quote stinky who is being groomed as Stevenson's successor over the last couple of years recently dropped his position as CEO of at and T.'s. Werner media which will soon be led by Hulu Cofounder Jason Killer Elliott Management. The activists investment firm that pushed for executive changes at. At and T. SET. It supports stinky as the company's CEO. The firm had previously been skeptical of putting stinky at the helm of the company. Cnbc previously reported and quote. So yeah you can see. There are layers within layers of Kremlinology. You could go into here if you want. Who's really winning? Now is hard to say and what this means for. At and T. Going forward is even harder to say as Edmund Lee at the New York Times tweeted quote activists investor. Elliott was upset with St Elevation to see. Oh last year and tried to stop his rise. Here's what Elliott says. Now Elliott Supports John. Sankey as at and T.'s. Next CEO we look forward to working with John as he begins his term. As CEO and quote Stinky's appointment is not surprising. It was his to lose but the main question. I have is the timing randal. Stevenson had said he would stay on as CEO through this year. At least what happened and quote paging Dan primack or Peter Kafka or somebody tell us what's going on here whole bunch of Google news over the last twelve hours first of all as expected. Google is feeling the pinch of the Krahn Virus Moment. Internal documents seen by. Cnbc suggests that Google plans to cut its marketing budget and marketing spend by fifty percent for the second half of this year while at the same time freezing. All marketing related jobs in hiring. This would be a more dramatic cost. Cutting move than Google had been telegraphing even last week. Quote the drastic move comes a week after alphabet. Ceo Sooner Pichai said Google would be pulling back on some of its investments for the rest of the year amid the cove in nineteen crisis starting with hiring however at the time. Pachon only said it would recalibrate quote non-business essential marketing and quote significantly. Slow down hiring. There were not mentioned of such drastic budget cuts or hiring freezes and quote Google by the way spent eighteen point. Four six billion dollars on sales and marketing in two thousand nineteen though not all of that is straight up marketing. A lot of that represents the cost required to acquire clicks for its own advertising business but at the same time. I've seen numbers suggesting that. Search Marketing in terms of ad spend across the board has been dropping as much as twenty to twenty five percent over the last month and has ever you know that's Google's everything in terms of revenue also. Remember what we said just this week. Vis-a-vis snap and Google and facebook in terms of the sorts of advertisers. That Google and facebook rely on. They tend rely more on small businesses. And of course small businesses right now so anyway. Josh Bernstein also saw some leaked images from two thousand. Nineteen that suggest Google had been considering a feature. Which would let users tip money to websites like wired or the New York Times part of its contributor program quoting from techcrunch last year Google explored tipping as a new wing of Google contributor. A service that lets people pay around one percent per page view to remove ads from partnered websites screen shots of the tipping feature showed the ability to make one time donations of twenty cents to five dollars to help support sites. WanNa see more content like this on our site support with a contribution version explained. It's unclear if Google would have taken the same ten percent cut of tips that does from contributor ad removal fees. Google mocked up designs for tipping on sites like The New York Times wired and even tech crunch if Google had launched the tipping feature. It could have provided a valuable tool to sites battered by the declining display ad market and now amid corona virus lockdowns. That have canceled events and reduced podcast listenership that media publishers rely on for revenue. The ability to accept donations could have helped sights. Avoid laying off staff. Perhaps Google should consider resurrecting tipping as a more sustainable form of assistance alongside its New Journalism Emergency Relief Fund and quote and finally Google announced that it will now require all advertisers on its platform to verify their identities beginning first with advertisers in the US and all existing advertisers have only thirty days to complete the verification process quoting CNBC. Google is making the change to prevent advertisers for misrepresenting themselves and says it should allow customers to see who's running ads and which country they're located in consumers have seen a proliferation of ads for products from dubious advertisers like fake vaccines in recent months. Fake businesses have also been an issue existing. Advertisers will have thirty days wants notified to complete the Verification Process. Since the company is doing the roll out in phases. According to a spokeswoman if they don't submit the documents by then Google said it will suspend the account and the advertisers ability to serve ads until they provide it. The company said consumers will start seeing disclosures that list. This information on the advertiser when they click why this ad on placements beginning this summer. Google will begin by verifying advertisers in the US and will expand globally expecting that. The process will take a few years to complete. Google began requiring political advertisers to verify their identity back in two thousand eighteen before running election ads and quote as someone who has bought Google ads for the better part of twenty years to me. The most shocking thing is that Google announced this out of the blue and is only giving advertisers thirty days to comply. Forget what they just said about that being phased rollout because usually when Google makes a big change like this it's super super slow even if it's 'cause medic changes like to the ads dashboard or something like that. They phase it in over months. Or even years so doing something this fundamental and giving only thirty days to comply. I'm super curious to know what is behind the sudden urgency and also. If you're not familiar with how Google ads works. Consider this for twenty years. Google never asked advertisers to identify themselves before. Never once let that sink in for a moment and you might get a sense of what a big deal. This sudden change in philosophy really is remember that story from earlier in the week about an Ios zero day that was found by the Cybersecurity Company. Zecha OPS and which affected basically all iphones and IPADS for over a year. Well it turns out that the vulnerability was in the mail APP and while a patch of the mail. App is still forthcoming Apple. Says it is found zero evidence yet that hackers were actively exploiting this zero day exploit quitting mark. Gherman apple is countering assertions by cybersecurity companies ops that software flaws may have allowed hackers to infiltrate iphones and other IOS devices for more than a year. Apple launched an investigation and said in a statement. The male issue was insufficient by itself to allow cyber attackers to bypass built insecurity. Adding will fix the issue soon quote. We have thoroughly investigated the research report and based on the information provided have concluded these issues do not pose an immediate risk to our users. The researcher identified three issues in male but alone they are insufficient to bypass iphone and IPAD security protections and we have found no evidence they were used against customers and quote. Let's take a look at a specific type of company. That tiny tends to like to buy. If what I'm about to describe sounds like you. You need to talk to tiny. Let's say you raise some money and you've built a good business a good business with serious revenue and maybe some province but you know at this point you're never going to achieve venture scale. You're doing great. You found product market fit delight your customers and you become the company you were meant to be but look those folks who invested in you were hoping for a tax return and you're never gonNA get there that's fine. There's no shame in growing a good profitable business ever. Your investors need a soft landing though and that's fine to your company needs a good home for the long term. That's exactly where tiny comes in. Tiny knows founders went to sell their companies without dealing with the brain damage. That sometimes entails founders. Don't WANNA freak out their team. Don't want to jeopardize their hard work by flipping too short term oriented buyers. Don't want to answer to micromanage boards. If this is you go talk to tiny and get to know a buyer who will put all your fears to rest tiny capital. Dot Com and when you get in touch. Tell them Brian you these days. It's a question you've got to ask yourself. How do you verify users? Without the risk of in-person contact ever wonder the secret to how high growth companies like bricks and next door verify users identity without a wall of form fields or an in person visit they use NATO by block. Score COG NETO is identity verification services for our social distancing world cognito developer friendly. Api instantly verifies users on your APP or website with just a phone number using bankrate identity verification. No asking for social security numbers addresses strange questions about the color of your first car or dare. I say a photo of your driver's license. You probably already know that. Even adding one more field or requiring an in person visit will kill your sign up rate. So don't do it. Cognitive is trusted by hundreds of businesses to onboard millions of customers seamlessly and safely. So if you need to trust your users are who they say. They are without playing twenty questions or asking them to drive by visit. Cognito H Q dot Com and tell them Brian sent you. That's cognito H Q dot Com. I've got some more data here. So let's do another quick high level check in on hiring slash layoffs in the tech industry and the startup ecosystem analysts. Say they're seeing drops of around twenty percent in job openings. At tech companies and startups from mid March to mid April with steep drops in sectors like supply chain logistics and delivery I e big pullbacks around ECOMMERCE companies quote. The drawdowns have been especially acute in the bay area in the sub sector of Internet and technology including companies like pinterest and yelp these platforms have reported significant bumps in user engagement but they have been offset by a sharp slowdown in advertising spending. Even more traditional roles seemed to be on precarious footing postings for software hardware and. It jobs have dropped double digits between mid March and Mid April between January first and April fifteenth well established hardware companies like analog devices Dell Intel and Micron have all cut job postings between thirty and sixty percent over that same timeframe last year the companies either increased listings or held fairly steady even industries seemingly poised to benefit amid strict social distancing measures have seen wide pullbacks job postings cybersecurity infrastructure. Seems like it would be as important as ever with more people working from home but those companies aren't necessarily ramping up. Hiring of the top twenty most valuable public cybersecurity companies tracked by think numb six have reduced the number of job hosting since the start of the year to have held hiring steady while just to others have added to their job boards and Fintech has seen one of these starkest divergences in hiring trends some firms have benefited from the shift to digital and contactless payments like paypal. The company nearly doubled the number of job postings between January first and April fifteenth during that same period last year listings actually declined but hiring at some of the most highly valued financial tech startups like S-o-f-i and stripe are down double digits since the start of the year overall of the two hundred nineteen privately held companies with valuations of a billion dollars or more that are tracked by linked in supply chain logistics and delivery companies are slowing the fastest with a decline of seventy two percent in job postings. Travel startups have also been slammed with listings down forty seven percent just between February and March. End Quote time for the weekend suggestions. First off scene at looks at how so kind? Workers are coping with the whole work from home strain quote for decades. Silicon Valley sold itself as a worker's Utopia. The promise was that. If you worked hard you'd succeed with big salaries employee perks and stock option. Payoffs that could make you a millionaire. This is the driving force behind the always connected work culture in Silicon Valley but for families stuck at home with no caretaker backups. To speak of many employees are being left to choose between caring for loved ones and doing their daily work. The nonstop twenty four hour work culture that lead many tech companies to hire high and chefs for Free Food Cafeterias offer on site car oil changes and some cases do free. Dry cleaning is running up against the realities of childcare and other family care in self quarantine at home situations the unspoken agreement that all those benefits came in exchange. For long and grueling. Work Hours is falling apart at home and quote. You WanNa know who's really having a moment right now. The PREP IRS. We set on last WEEKEND'S BONUS EPISODE. Tech folks were early in sounding the alarm on the crunch virus and there's a lot of self styled prep irs in the valley as the time says now with Kobe. Nineteen they feel vindicated because they are the coders and founders long snickered at for stockpiling flour and toilet paper. We're absolutely right properly mast and drenched in pure L. They are railing against a tech press that they feel mocked them as late as February for reducing travel and not shaking hands. They are of course they are making a slew of Kobe. Related Start Up. Investments and a cool-headed blog called the prepared with features like prepping checklist for beginners. And rational reasons you should prepare is emerging as a voice of the movement and quote. You know how in the wire they said if you follow the money you never know where you'll end up. Well Sophos News actually did. This actually followed the money and the profits and everything else surrounding sex store. Shen Spam Scheme that actually think we talked about earlier or maybe later last year. Remember those emails saying you don't know me but I'm emailing you because I saw what you did on your Webcam and I've got the video to prove it. I know I got those anyway. So focus followed the crypto wallet addresses that scammers used to collect their extortion money relating to the scam and quote while the Sex Scams. Themselves were hardly innovative. The cryptocurrency flow wasn't the only thing that suggested a certain sophistication behind some of these attackers many of the messages relied on a number of technically interesting obfuscation methods to try to slip by spam filters and while the vast majority of recipients either never saw the messages or didn't pay enough saw and fell for the ploy that wallets associated with the messages pulled in fifty point nine eight. Btc during the five-month period that amounts to roughly four hundred seventy three thousand dollars based on the average daily price at the times the payments were made an average of three thousand one hundred dollars a day and quote another excerpt from Sarah Friars. Instagram book called no filter. This one looks at the whole background of the instagram acquisition by facebook and how it managed to evade antitrust scrutiny quote the regulators were shortsightedly looking at the current marketplace and ignoring what facebook and instagram had the potential to be in a few years or even months the real value of instagram and facebook together was their network effect the momentum they gained as more people joined even if someone enjoyed using instagram competitor like path. If their friends weren't on it they wouldn't stay path. Shut down in two thousand eighteen. After selling to a South Korean company Zebra understood that understood that the hardest part of creating a business would be creating a new habit for users and a group. They all wanted to spend time with instagram. Was Easier to buy than to build because once a network takes off. There are a few reasons to join a smaller one. It becomes a part of the infrastructure of society unquote and finally once again. I can't get enough of Jack Dorsey profiles especially when that comes from Nick. Bilton and especially one that includes details like these this is from Vanity Fair quote for the past four and a half years. Jack Dorsey has been living his best life while the forty three year. Old multi-billionaire is one of the only CEO's on the S. and P. Five hundred who oversees to public companies twitter and square with more than eight thousand employees and is an angel investor or advisor to startups until the corona virus. Recently the global economy he might have been one of the least stressed out people in America as he talked about last year when he went on a podcasting spree each day. Dorsey wakes up in his multi million dollar glass mansion with postcard views of the Golden Gate Bridge checks to see what the sleep tracking ring on. His finger says then lowers himself into an ice bath before meditating and a warm tent Sauna. This is followed by a seven minute workout. And then drinking his breakfast which he calls salt juice a concoction of water. Salt and lemon. Which is the only thing. He will eat until the evening when he enjoys his single real meal of the day. His Day wraps up in a slightly more extreme version of the way it began with a ritual fifteen minutes in his barrel sauna followed by three minutes in his ice bath which he does back and forth three times for an hour then he meditates again people close to Dorsey caution though that his health routine changes frequently. So what he's doing now likely doesn't align with what he talked about months ago and quote. Y'All admit I'm petty enough that I eat those sorts of details up but more importantly the piece goes into greater detail on the whole activists trying to fire Jack from twitter thing and the piece ends this way quote in an uncanny twist given the virus now decimating the global economy. Dorsey might have just received a stay of execution. Any stock declines will be attributed to krona virus eviscerating the markets as a whole according to someone familiar with the company's internal projections. The amount of time people spend on. Twitter is expected to rise this quarter while people around. The Globe are on lockdown in their homes. The one place. Millions are turning for a constant flow of information is social media especially twitter. More importantly for Dorsey is that with travel. Bans and social distancing cones CEO search will be limited and the killer likely won't be able to even attend the first board meeting in person which means. Dorsey won't be sweating as cone presses him with tough questions unlike the board members who oversee the company now but even the virus might not be enough to save. Dorsey in the slightly longer term. According to one person familiar with Elliot and Silver Lakes thinking there is another scenario. Inevitably the two investment firms could team up to acquire twitter taking it private and turning it into a true global utility akin to telecom or cable giant. If this were to happen the board would be disbanded and Dorsey would be cast out. And never let back into the building quote Jessica will get his way the cone observers said I can assure you one way or another Jesse will get his way. Jack has no chance and quote. Have you all heard about that? New Social Network that all the cool kids are using all the sudden. Clubhouse is the name. Hey clubhouse phya cool kid in Silicon Valley maybe send an invite my way. Not just for me. You understand but so I can report back on clubhouse to all the cool kids who listen to the show. You could always send a bunch of invites so that I could spread them around to the listeners. Thanks in advance. It's by the way all you who listeners. We've got a super cool weekend. Bonus episode coming your way tomorrow talking about something. I've been dying to dive deeper into for months. Now when you listen you'll understand why because we're going to discuss the company that I think has the best shot becoming one of the new tech oligarchs over the coming years so enjoy that and now not safe for work curse word trigger warning coming at you and five four three two. 'cause I'm in a mood? Y'All writing into the weekend like picture. This I'm Bagga. Change spoke to your lips. I will say that. Almost make the switch compensation by a crack crack Shit. I will follow up in Korea. It can kill us down on pizzas which we will cut up front facing chess little west. You're correct walk into guilty motherfuckers chat. Nobody nobody gets.

Google CEO Cnbc Jack Dorsey Randal Stevenson Max Stinky John Stinky Jason Killer Elliott Managemen Twitter Brian McCullough The New York Times T. CEO baseball Hbo HBO facebook Silicon Valley stanky IRS
 Qualcomms Snapdragon 888 processor for 2021 Android phones / Warner Bros. will release new 2021 movies simultaneously on HBO Max / FCC Chairman Ajit Pai will step down on January 20th

The Vergecast

1:10:33 hr | Last month

Qualcomms Snapdragon 888 processor for 2021 Android phones / Warner Bros. will release new 2021 movies simultaneously on HBO Max / FCC Chairman Ajit Pai will step down on January 20th

"This week i asked julia. Alexander joins us talk about hbo. Max and warner brothers releasing all the twenty twenty one movies simultaneously streaming and in theaters bunch of other streaming news hind garden joins us talk about qualcomm's chips and of course we talked a little bit about what's up at the fcc going up on the first guest this. The verge cast is brought to you by systems iris developers. You've got some extra time on your hands. Use it to learn. New database interest systems. Iris allows you to connect your systems use any data model and applied machine learning. So you can build. Data intensive and mission critical applications in no time nassar chance to level up your database five form and try inter systems iris. The fastest way to build applications ready set code visit interesting dot com slash tri irish to learn more. That's interesting dot com slash t. r. y. i. r. s. This episode is brought to you. By outgrow and at the end of this ad outgrow is going to give you a chance to try their modern marketing tools. Free for thirty days. Outgrew it makes it easy for marketers to build run and optimize personalized content. Pieces like chat bots assessments calculators. It's powerful enough for powerhouses like salesforce. Adobe marco an easy enough for freelancers and entrepreneurs to leverage with no design experience to get a thirty day free trial goes you outgrow. Dot co slash. Vox that's outgrow dot. Co slash avihou x. For a special thirty day free trial no card required. Verse cast to flagship podcast of extremely slow techniques. That's what yeah and lowering expectations. That's my plan. I'm your friend. Neil bones here i'm here The person that's lived across the hall from you for like four years. But you've never said it's awkward And so you just see each other in the hall and pretend like you know each other but you. Don't julia alexander's here. Your garden burgas here. Also hi can i okay. So here's my story about the person in the hallway deeter. Are you ready. Yeah so we we. Until recently we lived in an apartment building in williamsburg real thing. That's a real apartment building. Look at it in our next door neighbor noticed when we first moved in very tall and handsome australian man had a big beautiful family and lots of tall beautiful australian. People were always going department and then eventually realized that the new york knicks hurt often in the hallway. This apartment building. It turns out that he was international celebrity. Mega preacher carl lentz. Who is now in the news like the gossip about my old neighbor. I'm not gonna go into why there's gossip but he's like a celebrity who's having a celebrity crisis and everyone just keeps texting it to me. No he was just the guy in the whole person anyway. That's my story. i guess. Slow a slow ish tech newsweek where cruising towards the holidays i feel like everyone is just really ready for two thousand twenty over. With the exception of our our nation's president he's trying to prolong as long as he can because it's over frame you see what i'm saying. All right got to start where you always start. Which is the pandemic still the biggest story in the world. This is the worst week of the pandemic united states. Thirteen million cases two hundred and sixty four thousand deaths as of us recording this right now i know i i've been talking for weeks about trump saying thousands of google engineers are working in website. I think obvious to everyone that he's not gonna do anything about the pandemic a tragedy. The incoming biden administration picks up that work a lot. Faster news on the vaccine front mary. Beth griggs our science editor in the science team have a newsletter called virus. We're very much tracking vaccine information. The pfizer vaccine are a vaccine approved in the uk pressure on the fda to approve it. Here we'll see goes maderno. Which is the other vaccine asking. Fda for emergency authorization. Mary beth is tracking. That stuff subscribed newsletter. You want to keep up the latest of that. In addition to the vaccine is very much a logistics problem. We've made them. We've tested them. We're gonna roll them out how we roll them out there. Complicated to distribute. They need to be very cold And who gets them. I is a challenge. It's a logistics. Challenge nicole westman run article for us about how frontline health care. Workers should get vaccines. I according to experts and how that conversations going so check that out and then lastly sort of the second order effects of the pandemic. We often talk about facebook moderation. There's gonna be a vaccine. Disinformation facebook is already saying it's going to remove a covid nineteen vaccine misinformation So i think we're going to see another round of conversation Just about how our social networks or reinforcing the truth and tammy that misinformation as the vaccine rolls out and the information economy kinda go sideways around it which salivating we all expect okay again. Check out an antivirus virtual com- slash. Antivirus that's marabouts newsletter. About vaccine treatment developments. it's great. She's doing a great job. Okay issue max. Huge news in the world is streaming today. And then some other stuff happening today. But today warner brothers announced that every movie it's releasing twenty twenty one will be detained eight released on. Hbo max and theaters in the united states for a period of one month. Walked me through this news exactly because there are lots of caveats around it. Yeah there's a lot happening. So basically what happen warner brothers came out and said we have the slate of movies. Tvd they could change depending on the pandemic and we plan to release them in the united states. Both on hbo max and in theaters they come out. They will be available on hbo. Max for a period of one month and then they will go back into theaters. She basically had a month to watch it which they are also doing. I believe with wonder woman. Nineteen eighty-four is the same kind of thing where they didn't tell us the time they told us it's not going to be on. Hbo max after month and now based on this news it seems pretty like wonder woman nine hundred. Eighty four will also go back into leaders to when it's on issue it's not in theatres not simultaneously both so the the the the conversation about this that we reporting that really needs to happen. Is the deal that i imagine. Amc regal made with warner brothers which is like work cool with you. Taking these big movies that would normally drive people to movie theaters And putting them on your service we want some aspect of that. Whatever you're doing over there. We want that business to make that more clear when universal and bmc made a deal for shorter theatrical window. Amc basically was like we're getting some form of that revenue back. Even those are theaters So these these behind the door deals that are happening or are gonna come to. We'll start to understand a little bit more the process it's gonna work but for now what people need. If you're sitting there and you're like i just wanna watch wonder woman. I want to watch june. How do i do it. You can either go to eaters in the united states. The date comes out if you want to know if they're open please don't if the cases are or you can sit at home sign that. Hbo max which they're curling offering a discounted deal on and watch it from the comfort of your home and then it. After the thirty day window they'll still be in theaters. yeah and the internationally. It looks like it's all in theaters because obviously is not available internationally and that is obviously also reflected in the fact that other countries have done a better job with managing the virus than we have right. I mean i talk about this Daily think about ten for nolan and the idea that led to this in my opinion was two things happened. One tenant worked out pretty well internationally. For warner brothers. In a way that it didn't domestically part of those because up until the recent resurgence in cases countries for better at handling it. They're still better at handling it than our country and so they realized we can lease things internationally and people go to theaters. And it's a little bit easier to their and domestically where their number one concern is the growth of. Hbo mags which is increasingly difficult with a high price point and not that much new content outside of whatever. Hbo kind of has ready to go. This is a good way of bringing people into the service in hopefully keeping them there and then the second thing that led to it in my opinion Was milan on disney. Plus they kind of them and universal but troll kind of really kick started like we can just do this theater work with us on it regardless we to start releasing these movies making money again. So shelly taylor. Who's the ceo of draft house. The smaller movie theater chain was just on decoder this week in one of the things she said was. It can't just be one movie at a time. The suitors to get their act together and put out a slate of movies. Such that people want to go to. And there's a bunch of stuff to watch. How do you think that affects. This move affects the idea that the studios will come together and actually come back to slates in managing their weekends against each other mining. My favorite thing to do is look at data charts genuinely by. Just sit home. I look at charts that people send him a thing. That is really hard to like picture. But his true is like the top ten fifteen movies. Every are not even talk to movies. Make up fifty to sixty percent of the box office. So that means if disney comes out and they're like we haven't avengers no one really cool like you guys do you. And that's people are gonna watch on average in two thousand nine thousand. Nine people saw less than four movies in the theater and you can probably guess which ones they were it would have been avengers would have been joker so there's a certain type of movie that we know does really well theaters and those news. That will continuously. That's where universal is not ever going to pull fast and furious nine marvelous. Never gonna poll entirely up on the vendors. Movie warner brothers is never gonna pull superman movie. But for the time being there's a perfect opportunity for them under the. I used orgies but under this moment of happening in the world to kind of test this theory that they expected to play out in five to ten years in the next twelve months. Which is this beautiful moment of acceleration. And it's will people stay at home and spend money and can we bring in revenue additionally this can we all the pipes available to us and well theaters work with on it and now we're going to see that start out. They're gonna simultaneously release for years to come the biggest movies in theaters and on. Hbo max and it's just going to get to a point of which one you prefer boat. I think we need to have this. Conversation is that streaming is built on this idea that you have to have a consistent outpouring of big things to bring people in in order for them to keep subscribing an easy way to do that is moving a bunch of your theatrical titles to your streaming service either out simultaneous releases for as exclusives and. I think we're gonna hear. This is the beginning of it. We will start. We'll hear way more about this. Exact line of thinking next thursday when disney has it's extremely investor day. And it's kinda like we're gonna do the same thing. So can we go back to this this thirty day window. It's like a reverse window to me so it's hitting simultaneously theaters in the streaming service. And then it'll leave the streaming service but stand theaters in the way. I normally think of a movie windows. It hits theaters for a while. And then it goes away and then you wait a while and then it shows up streaming or for rental so. Why would the theaters want it. After thirty days like the people that are hype for it. That really wanna go see it in a theater are going to try and do it in the first thirty days is thinking that there's just not going to be at that many movies so we might as well have them after thirty days just so we can have something because eventually people will come back and they wanna see the thing in theater so we might they might as well let it be exclusive us. Is there a second window where it comes back to the streaming service after that. I'm just trying to figure out what does. Amc get out of having wonder woman thirty days after. We've all watched it at home. Hbo max right. mc which jeff sold like twenty million more but stocks is looking to survive. And the thing about this deal specifically that like we really need to hammer home is that it's a simultaneous released. So if you are in a place. I can't think taught my head but in the united states where theaters open and you want to go to a theater to watch dune or mortal combat or whatever's coming out that you can go do that. Amc glad to have you at the same time. The story that i think is going to come out is they are getting some form of a deal out of this. I don't know what it is. It could be that warner brothers comes in and they accept fifty percent revenue as opposed to sixty five percent revenue on whatever. It is an. Emc can make it back that way. But i remember an sees a co aaron who has the greatest earnings calls every three months. He'll just go. Wedding like quote. Winston churchill battle. We have to. We have to win. We're going to. He was basically like we want to work with the studios. We get it. We understand you guys need to get stuff out. We want to be alive in six months so we can figure that out. I'm sure that they have a deal. It be much different. If ornaments came onset all of our movies between twenty one are going to be exclusively. Hbo max and he's not gonna get anything. There would have been uproar the fact that mc hasn't really come out and been like this is terrible the fact that they stressed in their blog posts from jason killer who is a sea of warnermedia and sarnoff. Who's the head of warner brothers. Were like working with the theaters it. There's there's deals in place for sure that makes sense for both of those parties. I fully believe that there are definitely deals because the last what was the movie where students like we might put it on the streaming service and all the theaters. Like how dare you world tour. Tros world stroz world tour completely. Blew up the world. It's like now it's fine. I still don't get the window. I still don't get it. I don't think it's fine. I think the virus has gotten worse. I i think that know what i would think of is the trolls world tour moment which historians will long note is. They were gonna pull it in. The argument was just delay. It because things will go back to normal and you won't destroy our is by flipping the switch and go into streaming and just didn't happen. I think tenant is the example of warner brothers and christopher nolan really wanted that movie out there was a dip. They said here's our shot. Christopher nolan was shot. And i max that's the thing i do. I'm christopher nolan. I do i. Max you gotta see it on the screen and he put it out and no one in the united states went right and i think that proved to everyone. We we gotta move. I think and now it's worse. And i think if you're warner brothers in you're saying my going to bet on vaccines am i going to bet on treatments and i'm to be right today as we sit here. It's worse than ever in every day is worse. Well there's the other aspect to this. Which i knew neal shakes. At and t. Focused is like this is a company with one hundred and sixty billion dollars a debt that or trying to convince shaky. Shareholders that spending hundred and seventy five billion dollars to major entertainment or media properties one of which is going to be completely derailed by the end of two thousand twenty one hundred twenty two just pay tv at a time when everything about their business screams flee there now trying to prove that no warnermedia is a thing that's going to happen and we're gonna make sure this works so what they're going to try to do. Extremely hard is accelerate. Growth of hbo maxed. Going to two point. Where it's like no see it's working out. We figured it out. They have not the are still figuring that aspect but more than any other company to. At and t. Is like we need to make sure that we have to prove that this batman works like this is the thing that we were right from the beginning but and john stinky. Tears been hinted about this for months. He in the lobster earnings call. I think his quote was like we're not optimistic about theaters we can. We think it's really shaky still. And we are going to evaluate the holiday season the closer that we get to it. And as soon as we know you'll know and it's clearly that they knew that with rising cases they were not going to stand a better chance of forming a way to increase scrubbers in generate recurring revenue. Which is the fund word in silicon valley entertainment these days in denton dent betting on big theatrical things. That would bring people who theaters. I want to ask you that. Because the mentioned john stinky you messin jason killer. These are the new guys they brought in keeler and he his job. He was the head of who his job is ahead of warnermedia to basically blow it up right. He i think is the phrase us was. We were a wholesaler in that they sold they made content and they sold it to tv networks in theater chains and they've got the money that way now they're retailer selling direct to consumers and he's shifting the whole company around that so if you're betting on hbo max you've got. The slate of movies is in whatever state of completion. Yeah this is your time to say everyone should sign up for eight show maximum. Hopefully you don't quit. Because next month we have another good movie. You're gonna watch yet. I've three kind of predictions for. At and t. warnermedia and the next kind of year to your three one. They divisive half warnermedia easily They just it doesn't make a lot of sense for them keeping on two things holding onto and we're already seeing it. They're selling crunch reportedly selling crunchy role for i think two billion has the report number one billion. They're finding ways to get rid of stuff that doesn't bring him anything in. They will start releasing binge mood or binge model stuff for. Hbo shows which will drive people insane but it will drive people to hbo. Max and get them off linear lino. Paytv is just going away smart. Move there already kind of doing it and it will just increase And three they will move a number of their kind of big titles and have the simultaneous thing because they need to keep that subscription thing. I mean the irony is like everyone knows this like it's it's almost boring. it's like new titles are lead to addition contact comfort. Continental libraries is what keeps retention. So they have the library. They have the best library of any streaming service. It's phenomenal. they don't have the new titles they have the higher price point so the way to get out of that is to do what i think disney's going to do to it. Disney plus is like every month. You have the biggest movie that you're going to bring to the stream servicing. You're gonna find ways to keep people being okay with that fifteen dollars. A month spending especially when netflix the negativity hits fifteen dollars and people realize their content is. But it's not great and that will be a fun moment to really play. I think you're there'll be some big warnermedia changes with content and ownership. I think they have to. that debt. Load is to save the keyword. Signed for the julia. Block of disclosures comcast owns universal comcast. Nbc universal division is a minority investor in. Vox media our parent company to. We are producing netflix. Show you mentioned that flex three eighteen hates me. And i think third what is it is there more. There's usually more well. We don't have to be not to mention kirby anymore. Yeah because they're now officially shutdown rest in peace so that there's the block is a little smaller so one thing i want to just call out to me. This is the biggest news of all wonder woman. Nineteen eighty-four is coming out on christmas day date with theaters in the day. That was announced. I was actually disappointed. Is very excited for the movie. I'm very excited to know everything about that. Blue monday remix the trailer for wonder woman nineteen eighty-four that anyone has a deep dive where that came from. Please let me know. We'll pay a premium to publish it. Just give me a call. But right now max is only intended. Adp in doesn't support very many surround formats and then patty jenkins the director of wonder woman. Nineteen four tweeted. It will be the first movie in four k. Hdr dolby vision dolby. Atmos have they said anything about these which is great. I'm very proud of her. I'm sure that she was like what the hell like. You're making me put this on people's thirty two inch tv's. Like i want the good stuff too. So i'm glad they did it. It's been a long time coming. It's been to most to hear anything about hmx. Besides well. They just read the interface a little bit. So it's a little bit better now. But they were behind technically. Have they said anything. What these new movies next year. You would expect they come out on the highest quality possible. This is going to be the biggest debate between you and i for time to you think. That's not great and it's like my uppercut screaming it's anyways Yeah they all the four k. Hbo max right now. we watch it. We were watching the undoing and we were watching the flight attendant. Good good shows you're correct. Their content is gonna you start the show and it puts up the skip intro button and the button doesn't work. Yeah the quickie stuff they have to. I know it's technically it's broke. They lie to you. I watched the to the flight attendant five times. We have insurance. How coming up. But i have an end of year rankings of the streaming services and literally the con. It every single compile. It's like the ui design could be better. Great gains under interwebs call. Juliet's he walked yes to your point. Everything will be In four k. It's and to your point about kind of the tech side of things. The biggest the biggest thing that's gonna come out of this and the next week would be my bet. Maybe two weeks Actually on roku like roku is how the upper hand for so long where they've been like you didn't know signing up for it. I had a source at roku wants. Tell me that disney gets the deals. Disney gets because they're disney and it's very hard to be disney or not so rocus had the upper hand it is now extremely hard for them to say we don't want feel. Max went every single. Big movie at twenty twenty. One from that studio is going to be. Hbo max so this is. I'm betting on that as well as some the them saying row us being on roku is just as important as us being in theaters. Like that's the decision they're making with this move. Yeah that's certainly is whenever we've had stories feedback we've gotten from people so it doesn't matter because it's on the obviously the leverage has changed and hopefully by christmas day. They've solved this problem because they're going to want wonder woman to everybody. Google tv the new one. I think the google tv. It's great those pink but it works. Everything's on it's beautiful. That's my contributions. heim you us. Read it your living room. I just read it my whole living her. And so what you get. So i have. The video are which are which are quite lovely They go together really nicely. Shown as hasn't gotten there yet. But i'm i'm confident that will work well because york nice. How many how many airports have you got there. I have just the one. But i only the one you only need one. What about your my two point. One point is it The same thing as the sound separate. H two point one in one regular so i i have just enough for a sonos to next gen consoles and then some sort of streaming box which i haven't decided on yet i will tell you this. We said we were going to do an hd episode after the election joke in andrew producer has been putting together. What he is referring to is. The huge holiday spectacular. I'm so excited to see. We're looking for someone from the hdmi foundation and talk to us. If you know that person too. I imagine it's just fascinating. So the reason this big upgrading. Your living room right high quality picture high quality sound when these movie theaters. Are you going to say ban. My living room is better or are you going to say. I really want that theater experience. I'm sitting in my living room. You not risking look. I love wonder. Woman i love. You know dune. I'm really excited for the matrix for you can ask my fiance. I have been bothering her within the heights trailers for months but i am not risking my life. I don't love any of these movies. To the point. Where like it is worth risking the life and my life also. It's a pretty good tv. Yeah i live in new york city for one fifteen dollar movie ticket i can pay for a month of. Hbo everyone in my house and all my friends can come over and became. We'll not yet but one day. Hopefully everyone can come over and watch it like. That's a pretty good experience. The popcorn's cheaper. It's like yeah. I'm not going to get like a theater. Full of people like bursting into applause during like an avengers thing when the cool thing happens but like for the money for like ninety nine percent movies. Like i'm really confident that that. Tv's gonna going to do the job and like the question for me is like how does one brothers put this genie back into the bottle. Like once you get used to spending fifteen dollars a month and getting all these movies and you got to watch it from your couch. And you're not spending a hundred dollars to take everyone out to go and see you know wonder woman theater. This holiday is like how do you. How do you get that back. I don't know if one of brothers wants to genie back in the bottle and also high will get on zoom with you and yell during exciting scenes. If you because. I'm also trying to rob fever with our verge colleagues. Bijon service where we we watch. The movies is julia. Plus that's what we're going to call it. It's fifteen dollars a month and julia just yells at. You know we'll do. We'll do a rift track. We'll do a podcast every movie where all it is is complete silence except during the good parts when we cheer you. Play the podcast. While you watch the movie enter the perfect verbs colleague. Megan will no longer watch marvel movies with me. Because she quote the yell. And then you fully with meghan. That's seems like the correct correct evaluation. Julia so i'm brings up an interesting point so before you would go to theater when the movie came out all of you pay fifteen dollars. You byron popcorn and soda. The movie lead theater. It will get syndicated. Radio would sell it to like four different tv. Channels they would sell it to hbo. Then they would put it on. I tunes and you would buy it then. They would put it on netflix. Maybe by it then they would finally at the end of its road. Sell it to tnt for pennies and there's a million opportunities to generate money from these movies as a movie not as merchandising theme parks or anything you put it on a streaming service. You pay fifteen bucks a month. It's just there in those other. All those other little bites at the apple seem to go away. How do these economics even workout. Yeah i mean that's the question. There's like the two full question that i haven't seen anyone really answer And it's it's like when the most important questions which the two part of that is piracy. One he's going to make a comeback if people can't afford to keep paying for the stuff and to not piracy related but password sharing related is like i have you know four or five people in max's like families and friends one person's paying fifteen dollars and it's issues. It's an issue that i would imagine in my small non-executive cranes like you could be making a lot. More money off this if you stop password sharing but they you know. They seem to take their note from net flicks where read read hastings. Intense relatives have been like people are watching. It's helped mouth like we're doing okay. But not everyone is netflix. Actually no one is netflix. And so it's an issue that they're gonna run into but the thing about what you're about something i also talked about quite often Which is for example. You cannot stream harry potter anywhere right now which is an insane thing because when to streaming services launched this year they prided themselves on carrying harry potter and now they're nowhere to watch potter. You have to have nbc but like tv. Donald peacock it's hbo. Max and that's because a win doing so they're still making those deals warner media is still licensing out its stuff and then just bringing it back and hoping people will sign up for it again when each when harry potter is back on service and on the other end it you can have what viacom. Cvs does which is if you open up. Netflix tweet this. If you that top she rows of the most popular content are vicompte. Cbs shows mtv shows. Nickelodeon central be is like the most popular shows on that flicks and viacom knows that so they can charge quite a bit if they wanted to. Do you want to carry stuff. Non-exclusive deal so we're still going to have it on. Cbs all access which has become paramount plus. But we're going to give this to you and we're gonna make a bunch of money that way so the thing that they're going to do is just start. Selling to other streamers disney stuff for hulu. Netflix needs a ton of stuff. Hbo max warnermedia's also purchasing things from viacom. So they're all still licensing their content. It's just going to different streamers at different times so this is be like a giant like media streaming ecosystem or they're just selling each other the same movies over and over and over again and that's how they make money so i think it already was but now it's harder to watch tv. That's what i'm getting out of this. It already was that thing. The thing is the most interesting thing to me. I had an exact tommy in this one. They were like a window. Suddenly something that if i go out for dinner people ask me about new. Used to be a thing where nobody else had of the entertainment and media industry cared about widowing. Who was like okay. Watch this movie. And then it's on dvd and then it ends up on hbo and like that. I am aware of it. Because i can see it but you didn't really notice if left. Hbo you're kind of like. Oh it's gone by a dvd now because everyone is so there's list every month from a dozen publications that are like here's what's coming at you max flex here's what's leading people are so much more invested in what they're paying every single month for they wanted to exactly what's on it and i think to an extent with that was that was applicable with tv. There were so many channels on the cable. Bundle that just like. I'll find some to watch. Which is what. Netflix does really well. There's like there's always something on netflix. You can find it. But it's becoming much harder for them to just get rid of harry potter or whatever or the batman movies because people are like. Hey i signed up for this thing because you promoted that you have this now you no longer have it And i want to know what's going on dairy fine to hear like my non media friends talk about window because it's like this is a boring thing. It's a very big deal like this is like when i say it's getting harder to watch. Tv that to me is the evidence that it's getting harder right because to figure out how to watch something you have to figure out where it is and then if you have even the slightest bit of curiosity of wife things appear and disappear and go away you will discover that win doing tests and it turns out. Most people have a lot of curiosity about why harry potter is no longer available. People want to know why the things they were watching suddenly disappeared. And so i just look at this and i look at the fact that i've i've youtube tv and it just got more expensive in the fight. With sinclair's the tennis channel went away. And like i'm just getting all these carriage dispute like emails. We talked about the fight between hbo and roku it feels like all we've done is moved. The entire mess of old tv onto newer devices was slightly different business models for a minute one glorious minute it seemed really easy to watch a bunch of stuff because there was all a net flicks and now it is radically harder. Yeah i mean like my most anticipated email. Every week is nielsen. Sends out their top ten ratings for the streaming for they have every street. Run the us Break it down by minutes and everyone was really excited when disney plus made it on finally with the delorean it's usually just netflix. And there was a period of time. Where you just open netflix. It had everything and what it's kind of proven is that in that time. France has never appeared on that list. Even though it's on hbo max and that was like well. We have friends. It's the most popular show on netflix. Therefore it will do well here and it's like we're going to run the exact same scenario when the office lease netflix's end of the month and it's finally on peacock and it's like known i shouldn't say no i would imagine. Very few people are rushing to sign up for peacock for figuring out what peacock is to watch the office. They'll either buy the dvd center on itunes. Download it or they wolf's pirated because why we're going to sign up for this other thing that they don't want that maybe is on the the aggregated a roku or or an amazon. It becomes so much more complicated that you end up just saying like. I'll just find something similar on netflix. And this is the argument against a newsreel service. That was now. It's called discovery plus where discovery which is a huge huge cable kind of collection of networks. It really is. It's very popular. They were like we're restricting service because we are very popular and the biggest argument against it is like but i can find a version. Ninety day. fiance's netflix's there is a version of it that someone is making and so basically use get to the point where it's like. Does your brand really matter enough to get people to sign up. Will you just find filler. So the thing here. That's interesting is the result of everybody launching their own streaming service means that power is going to start going back to the aggregate google tv apple. Tv and roku everybody is gonna eventually feel like. They need to be participated in search. That used to be thing. We're not gonna be in your search but now everyone's in the search and now it's going to be. Are you up to speed in their home screen and increasingly the companies. That make the smart. Tv's are going to have the power to pick winners and losers on these streaming services. If google tv and discovery get in a fight. I'm never gonna see out brown food network. Something something on the home screen. They're they're just gonna show me a some other cooking show. And i'm like i find that i'll just watch it on youtube. Or whatever yeah when they announce discovery plus they were like the press. Release was wrong connected. Tv isn't it very specifically did not mention names and then finally on an investor call after they were like we're in conversations with rotate media centers. Universal said it was just like they have the power there like we are in seventy million homes or me are the ones that are going to control what you're doing. And there's only two streamers that roku and at amazon apple and all of them like we really need you and it's not flexible netflix's the equivalent of Tv guide this point. You just have it. It works you like it and disney. And i think we can start seeing what dizzy next year when they have a new star wars and marvel thing every week and it's the thing that everyone is talking about. It's like well. That's what you need to generate you. Everyone has their franchises. But you gotta find a way to get to point or it's like it will find roku and i'm amazon. I need to have you on. Because if i don't people will go to google or by those devices so that they can watch hawkeye or whatever is coming out i just. We spent so much time talking about app stores and computers. And who's in control. And then you start looking at the tv industry and it's like this is the most gatekeeper ecosystem that has ever existed. Diener always talks about like the backroom deals. Keeping you away from your computer or forcing you. These and like everything in hollywood is a background deal because anyone just made like an open. Tv device plaques the ship in app to in it plex. No you can't run an app on plex. Okay with the nvidia. Shield is still an android tv or google. Whatever platform again now. The video shield is still like an android tv device with the google app store and like peacock is not going to let people side load weird code onto it right like even the most open devices that we can think of are still fully ensconced in ecosystems that are totally controlled by executives making deals not consumers running code and i wonder if this is going to break in any way what needs to happen is all that all that gatekeeper stuff needs to be like boxed in and kept in one space you have an open platform and then you have like a like a car like a cable car that you plug in. And that's where all the lockdown stuff goes. And then you're free you want on your actual bucks so i think this could work the saddest situation but like even this discovery thing. I think peter kafka had he had a tweet about it that just you know. This is the week that sell sore spot slack right and he was like netflix. Used to be discoveries biggest customer all those shows were the biggest hits on netflix. Netflix realized they could just make their own shark. Documentaries and now discovery is out in the cold with its own also rans streaming service like that is a remark like in a computer. We would say this third party accessory for your mac was really good and apple built in the. Us and like that company is dead now. I mean like related to my Argue distaste with every single original strong service ever The thing that a lot of these entertainment companies. Because they're entertained. Makeup news is they go. Well netflix our content people like our content. They will therefore sign out to watch our content and i think these companies are deeply. I speak about myself here. Consumer deeply downplaying. How lazy i. I don't want to sign up that. I so easy that the google tv came with absence solve and i was like. I don't know if. I want to put my password and throw this. I do that all the time. Like i don't have hulu. It's good but it's it's that thing where discovery after discovering kind of took off netflix. Yet people were still seeking it out in their netflix's never made anything that got to that level like food network or hgtv and they do have their stars but it's funny because what discovery was promoting its service like we have these stars people will come watch the stars and it's like you twitching went through the same issue. There were like. We'll go watch this person's like now if they're on youtube and someone leaves they'll just find someone else sometimes like they're just like i'm here. This is where i wanna be. It's rely no. I'm not gonna go anywhere else to try to financing when there's so much more content that i can just dive into And there are rare exceptions. I i really rare exceptions. Disney is again. Probably the biggest. Because it's like you can't find a star wars thing somewhere else. It's only on disney but discovery is like yeah. If you're big things are ninety day fiance's in giada goes to like italy or whatever it's like yeah. I can find that on netflix. And they're doing it at a speed. That is like astronomically faster than anyone else all right. Well i'm very excited. Wonder woman on christmas day to watch in my house. You gotta watch soul in your house. It's the thing we've always wanted wanted to have happen. It's happening what is soul. So is the new pixar. Movie comes out on christmas day so that baby does not need any more characters to latch onto. We got the patrol. We're good is only appropriate for small child isn't the set up like the guy dies like bang pixar movie. It's gonna be cute. It's gonna make you sad. It's going to have like adorable brightly colored characters also. I'm a little worried max. Sisu path like she loves the lion king but every time we foster died she throws her stuff line over the couch and starts cracking up. Start start throwing fos going along with the king. I share every time we have to take a break. We're gonna take a break that's happening. Here are some ads. Took this episode of the verge cast is brought to you by vast a global leader in cybersecurity trusted by over four hundred thirty five million users to keep them safe online since the beginning of twenty twenty. We've seen an increase of twenty percent in ransomware scams like phishing and with so much of our lives being lived through our devices right now. It's more important than ever to keep our digital selves safe. A vast premium security protects against the biggest online threats like viruses spoofed websites and ransomware avast offers security. That's tailored to fit your needs with options to protect multiple devices including smartphones. To keep you and your family safe with a vast you can feel safer private and more confident online to do what you wanna do in your connected life. Don't worry about viruses. Phishing attacks ransomware hacking attempts or cybercrime. Because a vast has your back learn more about a vast privacy security and performance products at a vast dot com. If you game you know settling into your battles station feels enlivening but gaming on year with intel core processors. It's more than that. It's a feeling you won't forget. It's where intentional design blurs the line between fantasy and reality. It's where your gear feels like an extension of you sometimes. It's so immersive so responsive you can't tell yourself from your machine if you're ready to feel one with your gear start gaming at alienware dot com featuring the alienware am fifteen. All right. we're back actually this all ties together. One of the things that is really interesting about asia is that it's part of. At and t. Julia interviewed on. Solvency was an executive as part of the aged. Hbo max launch. And he told us the issue. Max is exempt from. At and t.'s. data caps which is a big deal. Right i mean that is just part of the net neutrality conversation writ large but if you have an at and t. Phone and he'd go to stream wonder woman or you go to many of these other movies that are coming out and max it will not hit your data cap. You have rising phone. Max tries to these movies. It obviously will hit your data cap. Now there's an out. Which is that you know. Netflix can go pay. At and t. for sponsor data and it won't hit your data cap. I suspect netflix's will not do that. And also asia zone by. at paying themselves which is my favorite kind of accounting. But it's a big deal right. I mean this. Here's the moment where the pipes and the content are coming together. Eighteen thousand a service writer is cutting its content service a favorable deal the simplest way to express it as hbo. Max does not your data cap. Netflix does so. There's a cost difference now for eight hundred customers streaming each service that is all in the context of net neutrality. And what we now know is that. Sec chairman pie is stepping down in january twentieth. Which is inauguration day we expect biden will propose a new chair person of the fcc but the moves that are happening right now are that trump is proposing placement for pie nathan symington. He is the person who wrote the petition. To overturn two thirty at trump's behest so pie. who was for all of his money. Faults was very focused on internet access right. That's what that's what our fcc. Under the trump administration is mostly done is deregulate. Isp's because the thinking is with fewer regulations it will build more and better networks. I obviously have my disagreements with that but the focus on how should we build networks. And how do we incentivize the construction of networks. That's where the fcc has been. Symington comes in is pies. Replacement the focus of the sec mckenna. Kelley are great reporter wrote a profile. Brennan car be other republican. Fcc commissioner their focus is on regulating social media and speech on social media. So you've got car who's already talking about it a lot. You should remain profile him. It is very indicative of a lot of the thinking. Around a lot of the conservative thinking about how to regulate the internet and then symington who literally wrote the the petition to say the fcc should regulate twitter and facebook. It seems like he's gonna get confirmed as pies replacement so that's a huge shift. That also means you right now. At the end of the trump administration you'll end up with two democrats and two republicans and the potential of a republican senate not confirming by nomination as the chairman. So you'd have a deadlocked. Sec the can't do anything. I'm just putting this out there. I don't like not anymore analysis. It's just the current state of play but as we think about next year. At and t. Saint to its customers. You should stream our service. Which has all of these movies and won't hit your data cap versus net flicks. That's going to be a real conversation that any trial has always been a slow boil. And i just it's going to be at a simmer next year like temperature turned up. One more tick well and it's also like the the thing you mentioned about how we've been focusing on charity. At and t. And who has the pipes and who's paying to get access to the pipes and You know zero rating data and all of that very very focused on the networks but the the different bernau now's can be focused on social media networks and it'll be more focused on content instead of pipes which you know normally the way. We've been thinking about the sec. We haven't been thinking about it in that way but you know they have fine. Tv networks for the stuff that they find a lewd or vulgar they. They can jump in in different places where we don't traditionally think of the sec is jumping in and so if there's a bigger push to like shift its focus over there. That'll be weird and interesting to watch is one way to put it. But there's also the we shouldn't forget that they still have the remit over all the stuff that they just deregulated and like that doesn't mean eighteen going to like. They got permission to do some shenanigans. They've done some. they're probably gonna do some more. Yeah i think there's a real question about the future of what the focus is on if they're deadlocked if you know if symington gets confirmed he's going to be the next character that we think about it the sec. I'm kind of bug dizzy. Is i believe. I believe you have back to regular size mugs across the board but the question of whether they spent all the time focused on twitter and facebook instead of making broadband better faster. Cheaper is a big deal and i would say this one of our biggest stories the past week Comcast is going to impose data caps one point two terabytes on more than a dozen states over the next couple of months particularly northeastern for very populous. So a lot more data capture coming. We've seen comcast's also raising. Td prices next year. We've seen other providers charters spectrum the prices so at the beginning of the pandemic right. What do they do. They got rid of their data caps. They lord the prices they said you know if you have financial difficulties you'd have to pay and everyone. This is great. Why don't you do this the whole time. Because they were also regulate how well their networks are holding up where coming to a point where they're saying. Actually we're we're gonna we're gonna squeeze everybody a little bit more. And i think the argument is data. Caps is very deep. It's very technical but at the end of the day it does not cost them any more money to sell you anymore. Service right like it's just electrons. Hi my my my rudimentary understanding of electrons. And you're the engineer here. Is that sending you one. Extra electron does not cost thousands more dollars than the previous electron. That is that is correct because checking on a deep technical level. yes well. that's that's the story right. The networks we. They have shown this year that networks are very capable of absorbing the spike in demand. And now they're saying to be fair. We have to bring the cavs back and start charging more money and i think that combined with some of this content pipe merging stuff that we're seeing the net neutrality conversations. Going very loud. The fcc might be deadlocked and two of the four commissioners might be focused on how mad they are twitter for putting labels. Something's it's gonna it's gonna be a ride. I will say this doesn't appear to be happening. We have in our list wednesday night. Midnight trump is tweeting. Like i'm not going to pass the national defense authorization act that they pass every year unless it includes a repeal of section two thirty and then we all display paul mckenna was like oh crap. She had her day chasing it down. Not trump didn't win the election and so his political power is reduced. But that's worth at least one. Part of the republican party is at which is we should just eliminate two-thirty. It doesn't seem like that's going to happen. Ability passing through committee doesn't have it in there. But i br every week say again. Repealing to thirty is also joe biden stated position. So there's just a lot of noise to come in and how we think about dealers said every part of the network whether it's the pipes whether it's the the pipes or whether it's how the services moderate user content all of that is the heat's going to be up next year. That was enough of a speech from. We're gonna take another break in. And i want to tell us all about these central processors this episode of the virtuous brought to you by plaid building. Fintech app or service from the ground up. Plaid can help you get started with. Api your users can securely connect their bank accounts to your app in seconds over three thousand of some. The world's most popular fintech apps and services are already using platt in fact one four. Us adults have used plan to connect count to plaid powered app to pay back their roommate for last night's pizza save money and holiday shopping or take control their financial future with just a few lines of code. You can start building with plaid today. Visit planted dot com slash. Verge cast to learn more. This episode of decoder is brought to you by synchrony. Customers are spending more thoughtfully these days. If you them to choose your business you'll have to stand out. Synchrony can help. There are financial and technology solutions company. That partners with all types of companies and understands the challenges of run today they're financing and payment tools can help your customers get exactly what they need. So you can move your business forward. Visit synchrony dot com to learn more back. I'm gordon berg snapdragon eight. It is new snapdragon time. So we're we're jumping right ahead from from eight six five to eight eight eight sue you get that nice branding. Synergy shuttle pointed out that if you think about it this is actually the snapdragon zero because eight. Oh my god. I should say sherline. You did a good job. I think. Peter i'm mad at you for telling me that because you need a pun filter. Okay continue so a lot of ways. This is kind of just a very standard snapdragon update. Faster speeds better cameras more powerful. Hey i There are a couple of interesting interesting little little bits here. That kind of make this a little more interesting so first off. We are finally back to an integrated five g modem now for the last like two years the eight six five hundred five if you could get five g but you had to have a separate modem in the phone and last year was really weird. The main eight six five chip didn't have a modem at all like if you just put an eight six five in your phone could not connect to any cellular thing because qualcomm on its five g mandatory but not enough to put the modem in the phone in in the main chip so every five g every android five g iphone from last year has a separate modem chip in it which takes up more space and draws more power. so we're finally back to an integrated modem. It's a new modem. It's the x sixty. It does a couple things better. It's also five nanometer modem so it should be more power efficient Some numbers that like samsung. who's the one making. The chips says that five nanometer node is twenty percent better power efficiency. We have to actually see how that works out. Qualcomm's giving similar numbers but the net result is five g is now actually really finally integrated into all android flagships in the good way where it is not necessarily going to cause as big of a hit to your battery life and combined with new node and the other improvements and you know power efficiency. Cpu and gpo means that five g should be even less of a concern for three than it already is even millimeter wave. Hopefully and actually before we get off The modem we should point out that one of the features in this mode of that. They're really excited about is carrier aggregation carrier asian. Yes we we should talk about a little bit because in theory depending how it goes and what the networks do this could be one of the ways that five g goes from like why is slower than lt to actually being pretty good and it's also maybe some related to will rise in specifically but other carriers fear out a way to deal with not having all the spectrum. They could possibly want to light up all their five g networks. Yeah so one of the big things here is that qualcomm is starting to do sub six gigahertz carry agregation which means that the sub six gigahertz those wider bands of five g that have the slower speeds are able to connect to more chunks of spectrum at the same time to have faster data per user It's a technique that we've actually seen a lot in recent years on e. things when you know older ones that were only on lt. Go back rations. Iphones a couple of generations of samsung phones. Stuff started was already using this. this was. at and t.'s. Five g e stuff all that a lot of that was built in characterization so we're finally bringing some of those improvements more to five g which will be good but again this. This is the thing that's sort of the theme with a lot of stuff. Qualcomm is laying the groundwork here and it's really up to the device manufacturers and the carriers to follow through for example the new snapdragon eight eight eight is in theory capable of download speeds up to seven and a half gigabits per second. You will never see that on any smartphone in two thousand twenty year. Just not but it's nice to think that it might be possible and also when you raise that ceiling it does help make speeds better even if you're not getting the maximum speed. That was true on three to four g fourteen year. It'll be five g so that's part of it. The other thing is a new updated. Cpu updated gpu. One of the interesting things here is that qualcomm is using arm had introduced earlier this year. It's new cortex x one core. Now the way qualcomm's chips the big chips. The flagship ships are typically set up as a one three four set up so it has one really big main. Cpu three also big not as big. You know power cores and then four efficiency course now usually the top four cores are all the same product is usually one of the sorry one of the cortex arm cores. This year though they're using arm introduced this earlier this year. It's the arm cortex x one which it promises to provide up to thirty percent better peak performance efficiency than last year's big core so it's got like an extra juice core which should help for performance and they're also promising a let me get the exact number thirty five percent jump and gpu performance. Which i'll come says is the biggest jump in gp performances ever done so they will be faster the other two big areas and this is traditional for qualcomm. But there's a couple of interesting things here in particular are cameras and so we'll start with cameras. Where the most interesting thing is that. The new spectra eight fifty. Isp is now a triple isp so it can in theory capture three simultaneous still images or video streams at once. So what you could do with this. If you have a phone with an ultra wide awake. The telephoto camera with one press the shudder. You could capture still from all three of those lines is at you know those different perspectives. Which is kind of cool. You can also capture three simultaneous four k. Hdr video streams at the same time. Which i don't know why you would need to do that. Oh you Apple was the really high on this idea for iphones where you shoot with all three lengths at the same time and then you can switch between them as you know in post so you just like you set up the camera you shoot all three lenses and then you can change the scene without having to move the camera because you've got three lenses shooting the same scene at the same time all right. Well that's that is a good reason for it. I tell you what if you're using. You're planning on using a smartphone to capture three simultaneous four k. Hdr video streams is a message me on twitter. And send me. Send me your edited video. And how this is improve your workflow. I'm would love to hear more about this. I'm very excited so sticking with the camera for just a second Actually we should talk with a gp a little bit more but anyway The thing that's interesting when you look at what they do that's triple. Isp's it's they've got a new like specific night mode thing they have got you know just like a bunch of stuff where you just look back at like the flagship camera features of the past couple years and qualcomm saying everyone's doing that stuff in their flagship phones. They've done it themselves. Just building it into the chip. Now which is kind of a regular cycle of how qualcomm goes with android phones so the thing that was like nightside night photography it was like oh my god. How did you figure this out. This is incredible is now just going to be commodified. Kamata ties across any android phone. That wants it because it's just built into the chip. Yeah so. I mean the big the big. The big part of that is it's any android phone that wants it. Qualcomm sets these up but manufacturers have to support it and that's not always the case like this the phones with a snapdragon eight can for example. Shoot one hundred and twenty photos at ten megapixels and one second but you're manufacturer lender resolution and needs to you know build into their phone and their software to offer that as a feature you. Can you know ten bit color in. Hcf but the manufacturers have to decide whether that is a feature they want to offer but yet the fact that they're building on native level is a thing that we've seen it's a thing with no previous isp upgrades allowed you know double cameras. Which soon became you know. Standard triple cameras. And it's sort of a rising tide lifts all boats that when qualcomm raises the floor here. It gives manufacturers more room to do more interesting things with the ceiling. Yeah but i mean the the big open question here especially maybe with the gpu is apple chips right. This is really really a big deal for like computers. Now because qualcomm they worked with microsoft s s q two. They've got the you know they're they're going to keep working on that when you compare android phones to iphones and there for qualcomm chips to the fourteen line of chips. A fifteen whatever -biotics Yeah okay it seems like it's faster but it doesn't matter because like at the has different ramp properties on the iphone android and the way that android os works. There's a whole lot of extra crofton there and so the reason the animation. sloan like. you can't be that mad at the chip blah blah blah blah. but like. I think we're pretty. It's getting really clear that. I don't know if i'm saying. Qualcomm is bad making chips. But it's more that making a chip that needs to work for the entire android ecosystem and needs to be platform is in fact the cliche. That apple gets to control the whole vertical stack of therefore for. They can like make something. That's faster better for their specific purpose. I think it's becoming clearer. And so there's a bunch of numbers on this eight eighty eight and i'm really curious to see what it does. A really curious to see what it does for battery life in particular with these five nanometer processes with faster graphics and all that stuff but the like the apples. Two androids comparison. I think is going get a little bit sharper because people are gonna be able to do it not just on phones but also now on our laptops i mean look in terms of raw power with you know. The clock speeds in the and the percentage. Gpu improvement. i mean. We'll have to wait to get the device and people will benchmark them and all that but like in terms of raw power like this. Gpu might be better on paper than the ones in apple stuff but apple does have that intrinsic advantage is the thing that like you said. It was very clear. like apples. instruction set for mac. Os is designed specifically to run on you know the m one and that's an advantage that apple has intrinsically that it can do because it is doing all those things which qualcomm can i. Can i ask you a really dumb question about that. I've heard that argument. And i was just on the talk. Show junkie were and we. We talked about that a little bit as well. Snapdragon chips run and cell phones that run android another operating system. There's barely even another use case. They run on windows two while sure. But like a tiny tiny sliver over there of windows Like the biggest market is smartphones running android. Which is effectively run by one single company. I understand it's open source. So the i'd put that caveat in there is there some reason that the android team hasn't called qualcomm and said. Just make your chips better. Running our code like i on paper in the abstract. This makes sense right. Qualcomm is making a general purpose processor that needs to do a bunch of things and just one client operating system that runs on their on their chips. And so you can't optimize it. This is apple. Everyone says that and it makes totally intuitive sense in austria but here in reality there too much sugar in their is in a competitor smartphone operating system from a plucky upstart with great ideas about the web. There is not another category of devices. That really run snapdragon ships. It's just the thing what is preventing them from coming to that level of optimization and alignment. i'm sure they talk like there's no question that even another smartphone chip vendor mediatek well real vendor. There's the exodus in the us. I do not think for their next sites but like here in the united states. there's one vendor. Yeah anyway keep going. No so i think they do but like andrew needs to work on those other chips as well and it's just it's the difference between maybe the pandemic. It's the difference between having to walk down the hall to be like. Hey i have an idea. Let's do this thing. And like can you put the extra little instruction senator chip and setting up a meeting with ten people and then having to go she asian over video conference and then driving down to the campus or flying over there to like talk about a little bit further. Da da da like being the same company just makes it a little bit more efficient. I think part of it is also qualcomm. Isn't the one designing this stuff. It's arm so google is a game of telephone right. Qualcomm is taking the cores. That arm is making and building. It's chip around. Those and then google is building its thing on top of on top of qualcomm and there's a manufacturer intermediary like it's it's not as straightforward as google. Just calls up. Qualcomm is like make our stuff work better. It's gone up qualcomm. Welcome calls up arms like make chorus for a lot of things like it's just the raw the raw parts. So i think it's a little a little more involved than than just simple a simple fix there. I said it was a dumb question senate from the start. I think it's important to like. Bring it to reality from time to time and say actually the sort of abstract explanation in reality. It doesn't quite line up. That way. And i wonder you know it was qualcomm's a. The they had their big summit this week. That's eight eight eight. It was announced in just basically in this but they events not even a whiff of anxiety about the one right. The context of them announcing new chip is everyone just went insane over the one. And then you max we're saying it's an inflection point. Four computers writ large. Apple's way ahead on this curve intel's in the corner crying and qualcomm. Well what else are you going to do any weight. And i feel like that's just an important series of questions for them to answer can they. Can they meet that performance or are they just gonna apple. Run away with it. And they'll be sure the dominant provider there are more android phones in the world than anything else. But i'm sure microsoft is like hey we can't let everyone does in the world be slower at every price point compared to the apple computer that that can't be the outcome microsoft wants and i think that's an important problem for intel is a growing problem for holcombe. Yeah it's funny so the the phone versus laptop thing is interesting because fundamentally however fascinate eighty s. We're just assuming it won't be faster necessarily that iphone but it's always like the story has been the same like if you look at the raw power in the chip. It is kind of irrelevant to the operation of phone Because android and ios in there like the work different. They feel different and blah blah with laptops. It feels like you can make more one to one comparison but that story isn't quite right because there is no some people do compare qualcomm phone. Sex knows phones directly. There are chips In theory google's white chapel might come out this year on a pixel and they might just do the thing instead of having a little chip off to the side. That does something small. They actually produce the main ship themselves. Then we'll have another thing to directly compare against qualcomm so it feels like qualcomm has been in this place where the dominant maker of chips for phones Especially in the us The and there's like nothing to directly. Compare them against for people's actual experience of what matters from a chip on a device like they just no one directly comparing them to stuff on a mass scale and so the question is with 'em one being directly compared to whatever arm windows are if in fact. Google does away chapel chip. I don't think samsung is going to make a big push an accident this year but there is a chance that for the first time in a while. There's going to be Pardon the pun apples apples comparison for qualcomm snapdragon ships Because we haven't really had that for a while like at a scale that mattered anyway. Yeah i mean that's also part of it they just haven't had to compete like you know l. g. and samsung are still buying qualcomm. There's no other game in town to go to so then they don't really need to bow to anyone and make make it work better on their end. It's we're gonna make what we we're gonna make what we make. Then you know work with what you have or go somewhere else and it turns out. There's not a lot of other places to go is always. The theme of our show comes back to competition like the top of our show. Is julie being the competition. Tv services is nuts and it's bad in the bottom or show is very little competition ships and it's bad if you are an economist that can work out the ideal amount of competition. Please let us as always by the way. Thank you i was gonna say we're way over time and that reminded me to say Thank you to everyone. Who's been tweeting. Us spotify charts theater. I've just been smiling. The number of people who've listened to like sixty five hundred hours of the verge cast over the past year So that's been great. That leads me to say we're overtime at samsung next week. Now i want to do do You had a good point which is samsung released. A lot of good phones this here and they kind of got washed washed out so remember the galaxy s twenty the last event before the pandemic. And how all year the galaxy s twenty like all variants have just been quietly great five g phones and all of the five jeep since then has been like for the other phones into still still here still good they just put out when you i eleven four. It took them three months which isn't great but it's better Does a rumor that they're going to drop the note line. I've midi emotions about that but we're over time but stay tuned for more emotions about that At some point in the near future. I just think is like quietly making pretty good stuff. I'm not quietly but they're making pretty good stuff like not in the conversation. I would in a way that would have expected them to because it's no longer apple versus samsung. Oh my god. The new galaxy buds are coming. Apparently the rumored in they're gonna have noise cancellation. They're going to be shaped like lozenges instead of beans. I guess i'm not gonna acknowledges product until they call them the galaxy and they're not being shaped anymore but these are shaped so so they can be buds again. They have had the best all-round earbuds that aren't airpods for two years running. basically what. The galaxy buds buds plus a great. They're still my go-to headphones They're going to put. Active noise cancellation emmett. They're going to be good. If you got the beans which are an interesting new kind of product They just like they've got a line of three to four different wireless earbuds that are like really solid. And i don't know one. They're not a cultural thing anymore. So samsung is making its best phones. Ever but their cultural relevance has sort of disappeared or at least gone down. I think that's really fascinating. Yeah maybe it's because they can't do the events they gotta bring back next year. They're going to bring back the broadway plays they gotta they gotta bring back the splashy super bowl commercials. I know we're doing like year round ups. they're mostly they're largely entertainment focus. We should do an end-of-year ranking everyone's weird. Pandemic infomercials ou. Two zero auto weird pandemic infomercials the most heartfelt pitch the. I just keep picturing. He was actually dude with the lights. Signs which i mean they tried. They tried to really good it just. It's too expensive. It's wildly expensive also. No one's going anywhere. Well if you buy the flashy flippy phone. Yeah and you're just like. Can i get that zoom call with you. I gotta show you myself. Maybe you and. I walked in on that. Yeah not as not as good of a sales For other people i will. I will promote something. We are working very hard and getting the president of qualcomm to do verge cast interview meter. I'm going to need to take copious notes for conversation with you for that. Hopefully that's kind of next week. We're trying to work out some timing some excited about that. You can tweet at us. Heim is see garten berg. Julia is loudmouth julia dealers back on. I'm at reckless. We've put out a number of twitter calls to action on the show. I believe everything from economists to struggling filmmakers recording three streams video once. Just tweet us. We love hearing from you again. Thank everybody who tweeted us. Decoder is out on tuesday this week. We've got an interview with subjects ceo. Chris best. I'm very excited. This subset of is very interesting. Talk to him that is. We're not running decoder and the verge feed anymore so if you're interested go subscribe to decoder every podcasts and we're back next friday with russia that's it where a mask.

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MBW 743: So Much Spirit Gum - AirPods Max, iPhone Zero-Click Exploit, Bando the Bearded Dragon

MacBreak Weekly

2:28:03 hr | Last month

MBW 743: So Much Spirit Gum - AirPods Max, iPhone Zero-Click Exploit, Bando the Bearded Dragon

"It's time for mac. Break weekly. rene ritchie is here and the nocco and visit a visitor from the past merlin. Man joins us. There's lots to talk about. Apple has announced new headphones at a breathtaking price. They're going try to talk me into buying them. I won't tell you whether they succeed or not. You could probably guess. We're gonna talk about the worst zero day exploit i've ever heard of. Fortunately it has been patched and then a visit from bandeau the bearded lizard. It's a mixed amac break. Weekly macrey weekly comes to from twits last pass studios that you're focused on security. But are your employees last pass and ensure they are making access and authentication seamless whether employees are working in the office or remotely visit last past dot com slash twit to learn more podcasts. You love from people you chest this. He's tweet this back break. Weekly episode seven hundred forty three recorded tuesday december. Eight twenty twenty so much spirit. Gum this episode of mac break weekly is brought to you by Strengthen your customer relationships by uniting communications across your entire business get everything you need to build and deliver a new customer experience with trillium go to leo dot com to learn more and by last pass. Don't wait till the end of the year to get strong security. Start solidifying your cybersecurity strategy with the award winning last pass today go to last past dot com slash twit to find out how they can help you and by net sweet get visibility and control over your financials. Hr inventory e commerce and more with net suite by oracle. Now's the time to upgrade to the world number one cloud business system let net sweet show you how they can benefit your business with free product tour right now at net sweet dot com slash twit. It's time for mac. Break weekly the show. We cover the latest news from apple. We have been doing this for awhile. Episode seven hundred forty three today But the first episode. In some time. Without laurie gill who has gone on to take a job. With fruit company rene has refused every entreaty and has is stuck with his youtube channel. Youtube dot com slash rene ritchie. Let's hope you don't look back Some days in years from now and say what a mistake that was. I'm still on. I'm not going fruit. i'm staying right. Yeah right here. Biggie biggie is andy. And i can everyone else. He's with the w. g. b. h. In boston the boston public radio station so you should now talk like this. All the time and after after next presentation talking to a manufacturer of custom flowers and salt. He's just opened his second foul up in the village. We had an empty seat where we're used to sit. So we We weren't we for a while we left Just a potted. I think it'd be better to put one of a guy who's actually going back to almost the earliest days probably the earliest days amac break. Weekly one of our favourite longtime contributors. We missed him so much. It's so good to get merlin man back on the show writer speaker you know why you're on merlin don't said the new yorker i'm reading the new yorker and they're talking about getting things done which was of course you know kind of a fad. We stopped getting things done. Roundabout i think march of this year and And and they lead the lead in the new yorker is and then there was this guy named merlin man. It's called the rise and fall of getting things done. How personal productivity transformed work and failed to and the very first sentence sign in a heated that when it happens and we decided to my new yorker. Yeah you just show my password there. That's okay no big deal with a four months. Give subscription to the new yorker matching five hundred dollars. That's how i got it amazingly enough. The opening sentence of this article on the rise and fall of getting things done in the early two thousands merlin mann a web designer and avowed macintosh enthusiasts was working as a freelance project manager for software companies. And it goes on and you talk about how you were overwhelmed with all the emails email is a ball of uncertainty that represents anxiety man said and then they talk about forty three folders in your blog and and that's of course that was right about the year that we were talking to you back break weekly And then of course you abandoned it all now you get nothing. There's nothing to get done. Leo like you say since march what are we what are we. What are we gonna do. What are we doing here. Actually it's like they see on. Lassos the hope. The kills you berlian. Does one two three at least four podcasts. Do by friday little differences rodrick on the line and back to work. So you're busy. You're busy you know. yeah yeah. Yeah i like podcasts. it's fun. I like making a man eating I'm a fan. I work on rodrick online year. Up to four hundred. So you've been you've been doing it for a while here Five work yeah back to work. Probably the longest standing. But it's it's it's really fun. And it's i have to say to state somewhat obvious that you know during these challenging times. It's nice to visit with your pals a little bit and to to get to disappear from the world for a little while not not see all the all the dreadfulness happening and take a little break. Podcast podcasts spotify playlist or like pretty much always keeping me sane. At this point. I think this is a world made for podcasts. Really yes lonely. People who no longer have to leave their house. It's a kind of ideal. I'm going to be very broken. I'm going to be very sad when they cure this thing and we have to go back to the normal way of being. It's just going to ruin it for us. That's always another pandemic. Never fear a i. I'd kinda like to be able to see wonder woman in theaters. That's all i. That's a much bigger screen that i've got home. Actually you know. Normally i would start the show with the new apple products that they announced and all that stuff but Honestly i think for the three of us four of us. The probably a hotter topic is what. At and t. The death star is doing to warner warnermedia. Going to say fitness. Plus you needed it. Fitness plus i will but I think the the the. I feel like it's almost shameful. Would eighteen decided to do to. Hbo hbo max. They announced that they're going to put all of the movies The come out next year it starts with wonder woman This month but started but also throughout twenty twenty one will appear. I four free for a month on. Hbo max while they're in theaters theater owners are just crying foul. They're they're devastated. They've gone through a really tough nine months. And now it looks like it's going to be a tough couple of years For the and the seems to be kind of almost predatory. at t. Which purchased hbo when they bought warnermedia for over. One hundred billion dollars was a big predatory or just really really dumb. That's that's the part that's question. Yes it looked like it was last. Minute was so last minute. Nobody at warners knew about it. They found out about it and they were like even logistically. This can't were you and you know nothing about our business. If you think that this could work this way and even as far as it was detrimental to an already hurt theater industry. It was also like. I'm always sorry it was. It's us only and nobody knows what that means outside the us because one has no hbo max presence outside the us but they're still movie theaters and they still have windows and deals and it really sounds like this for a while. They've been wanting to do this and they decided okay. We have an excuse. We can do in three minutes starting now. Christopher nolan the director of many wonderful batman movies and inception says such a such a great quote. He's so he's kind of pissed off. He says Let me see Some of our industries. This is from Quote give to the hollywood reporter Yesterday some of our industry's biggest filmmakers and most important movie stars went to bed the night before thinking they were working for the greatest movie studio and found out they were working for the worst streaming service. We're telephone company. Yeah really honestly. This is exactly what you'd expect. At and t. to do they forced out richard pepper. Who is the head of. Hbo and really beloved by a creatives. Brilliant brilliant guy amazing shows. They just they they they throw them in a burning trach apt to apple's game because he's producing now. Yes apple tv. Plus apple tv plus. Hbo right in two years ago. Right and then. And then john stinky. Aptly named became this. It was was. He was the guy who engineered this whole thing. Became the ceo of at and t. For his brilliant handling of this. How so you think it's possible that maybe in two years stinky lovie out that this would be. This was a horrendous move. It's damaging though in the meantime while the film's point the film the movie point out. They're gonna lose money Hbo will lose money. Because or the warner will lose my because he's can't make enough money you enough. Subscriptions for hbo max to to make up for the loss of skills are based on the theater. The all of them have back. It would not not all of them but all the big stars and all the big direct. Everybody has deals based on back end of a movie. Gross which there will like. Who's going to you have wonder woman opening in the theater. And how do they. Hbo max on your teeny house. Gal gadot getting hers apparently questions apparently they're saying hbo. Max has to write caldo a check that this that what's going to happen. Is that the insist on look. I'm paying every galliano from everywhere everybody everybody and that's the so this. Could this could actually be a horrific financial decision. The only thing that could make possible sense to me is it's a classic antitrust move where you undercut your competitors in this case the movie theaters put them out of business. And then when you control the distribution maybe even by up the theaters. Then you raise the prices and you can make more money than they were selling it to net flicks. And they didn't even know that that was going to do this. Like we ought netflix's offering us billions of dollars rights and you're not putting it on. Hbo where's our lawyer. Free and apparently like there's huge leave legal fights right now and. There's a lot of precedent for this to the cast. Mash wound up suing fox for a huge amount of money. By by saying that the w- Syndication rights to mash where incredibly valuable but they were undermining the value of it by using it as leverage to package other properties that indication that they couldn't sell quite so well and therefore is cutting into like the actors and the producers shares of the prophets And this this could also be. The skulls will be a big multiple for The the fact that. At and t. Made all of these arguments for four years in front of lots of courts about when they when they were about to acquire emergent wonderbra saying here are pro activities that we promised we are not going to be able to do. We're not going to try to leverage our our new dominance by by owning this this This catalogue the studios and of course the first thing they did as soon as as the first sign i got that they were absolutely one hundred percent. Not even kidding about about Keeping up with all. This was when i got an email. Saying congratulations is an. At and t. digital subscriber you're gonna. Hbo max for free starting on day. one say. Isn't that like you're giving me this free package that you wouldn't be able. You're not going to be able to give me other free packages that you don't. Oh okay. that's interesting. So yeah the the the ability to simply say we're going to throw these hundreds of millions of dollars worth of produce entertainment onto this channel that we already own. That's the there's going to be not now that we now that we're going to have a new administration and the argument about the wisdom of this merger is no longer being complicated by a president who was like well you this trump fodder for years. But he finally n exactly. He fought it out of spite. And when and when all these all these denials but into appeal higher higher courts threw it out was the courts. The courts merge believe everything. You saying john stanky was seen at the airport talking into his wallet. Saying this is the this is the little nod to our friend. are feeling is. There's a win win win. Type of solutions kind of thing. It'd be sayin merlin into your wallet. There's a win for us. There's a win for our customers. There's a win for our partners anytime you're going to change a model creates a degree of noise and this is certainly no exception. This is the ceo a this right like you saw this with bell in rogers in canada where they were allowed to own all the different production companies. And now it's yeah because the crt se does not help consumers at all it helps the industry. And i i get. Cbs all access. And there's no star trek on it because they resold it to crave which is owned by bell and they have their own and you have to sign him with you. It's it's a complete and utter mess and it's sad that the same thing is now propagating to the us. I just know this is gonna be really naive. But as i get older i try. I'm trying really hard to stop assuming that. I'm the only smart one everybody else's the dumb one true with that said yes with that said it. Sometimes it's just really difficult when you look at an industry a company that creates products that you love and you know things like music movies. Those are things are very meaningful to me. phrase that i find myself thinking. Sometimes you don't love this as much as i do and it shows like sometimes you i can tell in certain sometimes with the hardware device software device the way that this thing is marketed. We have different roles. And that's what you know. That's what makes america great is. Your job is to run the studio and my job is to go see the movies but with that said it does feel like the long term consequences are going to affect a lot of people not just big theater chains but the people who work at theater chains who review movies for a living. The there's this sounds silly and inconsequential but it something we've learned in the last six or eight months is that we can see a little bit in front of us of what is happening. But it's extremely difficult to see two or three steps ahead because of all this uncertainty and it just seems like sort of like i think was david sims at the atlantic said. That just feels like they're burning money and even if i tried to be kind hearted about it. I don't understand what is the strategy. What is this inservice of See i'm. I'm assuming it's typical antitrust but you're you're you're assuming as robert heinlein said never attribute to malice that which can be can be attributed to incompetence you saying. I love apple. I love apple. But i don't think they use some of their stuff. Is i think the people who make it. Don't the the remote for my apple. Tv which johnston refers to as a diving board. It's like you have to get the right pivot on the diving board to do the and i don't mean the bag here but like you deal with as many photos as i do and like i'm not even like a photo guy but like or whatever that is you don't what whatever that is their products to come along where clearly. Somebody's really thought it through. But i don't know. I don't want a bag on the poor executives. You know all those rich powerful men making these decisions but I hope movies are still going to be. It's difficult because in the textile showed up in a second the taxonomy. This is difficult because we're talking about movies really are people who look at things like that as what what has come to be called content. Which is the thing that we shovel at the people with money and then there are people who look at it as the theater going experience. There's all these different things it's just. You have to disassemble those pieces and look at what each one means on its own. I don't think it's as simple as saying well. Let's just throw a bunch of movies at hbo. Max and people will get it. I mean this is. This was there a hit. Was there a legitimate apple. Tv hit like legitimate. Like no before. I wanna say ted last. So i mean i know some did well. Some were well like brazil a hit yes been approved for three seasons. Yeah really they didn't even tell the producers any numbers as jason's today because as mentioned but i mean so just slapping an apple label on something is not gonna make people buy it and i really think slept in the car and something's not gonna make people buy it and it's hard to understand they're really diluting a lot of one of the strongest brands and media and that's why i don't understand why they do all of these things they're applying the equity mindset to in and you saw rope blow in a low blow. It's exactly what was happening. This is qube all over again right. I always every time. Another piece of information about that. Company came out. I would always think of aboard meaning being run. That run by attended by. Let's you're the report on. Qube from george costanza enjoy like that. No one in ten minutes. You can't grab and go well. What if it's really good and eleven minutes. Now gotta be ten minutes no screengrabs. He watched on your tv. Nope not for tv just for your phone. You know. it's a smart joking. I get angry. I you know okay you could say ted lassos. Hit enjoyed it. I don't think it was the greatest show on tv. Not even close but it just three seasons doesn't mean it's a hit they're kinda. They need content right. They also proved the morning show. Is that for. Another season is a great show. I don't know you really like obviously made you feel good. No no i did not. I did not watch the morning show it. Didn't it didn't appeal to me back last night. But like it's it's it's sometimes when you run into a company. I realize we're a little off topic here. Rat hole. Sometimes you you encounter something you're like. What is this. The answer to like. I i i assume that there was somebody smart enough to say that. There's a question that needs to be answered. There's a demand that needs to be filled and the case if apple tv plus by the way apple tv plus just so you know you watched it in the apple tv app on your apple. Tv is where you get your apple tv plus juicy and just to be clear in terms of brand identity stuff. And but like i. I don't feel like apple. disney plus. That's the best apple. tv app at the year. Even apple couldn't say yoda its shoulder. There's spending the alpha nine egg. What is that. Hey watch it be worst back the team. Everybody is rarely the arctic. We love it. We love it. I don't mind this is show full of rat holes. It hasn't been as red holy since you left so we're glad to bring it home. I have tried to pick up the slack. I mean it's it's true it's true. Andy is good at At the The long digression. But you know nobody's better than merlin at the rattle We should have jingle for you. Anti come to think of it work on that. That was paul by the way who used to do a lot of fun stuff for us back in the day. How long has it been merlin. Excuse me how long since what since you were on. I mean oh. I came in visits. But you were don't know i mean i was around Probably two thousand six. Maybe in the first like ten or twenty episodes. I think i think scott had just acquired a second yacht extra quacks and the wax Alex picks them up a couple of create. Seventy dollars era weekly stint walters. I'm grateful that you we love you love you. It's nice to have you back asking me to leave. Now are no no no. I'm serious. don't ever leave. Stay stay by the way here is just I think the room is giving me the actual physical award that they get which Being macanese not that. This is the app. App store awarded. It's it looks. Like a mac mini. Or maybe you know what. This could be a prototype. Aluminum case for next generation apple. Tv should be a mac mini. They should get a functional. Mac mini code blue. Yeah overstock yeah. So the dvd slot aluminum. It's thick doesn't look too heavy. it's probably hollow. What are we looking at what what's happening. This is the app store award. They did apple tv. Ice disney and the iphone app of the year is wake out in. This is the guy who created wake out and really to carve out of a solid block of aluminum and design in the idea lab just with herself in a chisel. That's how you know it's coll- isn't it. I thought it was a super yelled at saying. He does not technically a super left. It is technically a squirrel. You can tell me because the radio is different. Let's take a break i do. There is new. There are new apple products and i really should start the show with those but i just i was. I'm so anxious angry about what's going on with. At and t. i just You started Let's see your. I i have six pages of you on on mac break weekly. Actually look back. Look at all of these. You can actually do a search by By name so your first mac break you first appeared on net at night february twenty first two thousand six. Yes that was really cool. Amber i remember that and then Shortly thereafter in july of the same year you started showing up on. Mac break pretty consistently i think and then we did those videos in the studio those videos. Yeah yeah you tamed my hair. You made my hair lay down. You were on the third episode of break weekly. The third episodes yeah raise august. Two thousand six. Is that the one where somebody made a backpack out of an se. For how long ago was. Oh my god. Now it's all coming back like a the hot kiss at the end of a flashback. Acid flashback. I think the last mac brickley was uh twenty ten so you had a four year run episode two to one appeared couple times since then episode two hundred so it's been ten years. Welcome back we make you nice to be here. 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T. w. i l. i. o. Dot com to learn more today. Twi- leo it's time to build. It's time to build all right so this morning. Press releases from apple. I had heard there was a tweet. a rumor that there'd be a new apple tv today. It's i guess it could still happen. Rene right it could no no this now. Driving me crazy. There's what happened was after jon prosser became popular a bunch of different. Twitter accounts popped up. Yes called like leaks apple all the different things they have no track record. No credibility making stuff holy anonymous. They are thirst traps and yet a bunch of websites that i like that i respect that. I appreciate started blogging. I'm guessing because they're under immense pressure in twenty twenty. They need to to many views as they can. And then youtubers pick them up. And then i look in there on the lightest tip show and no. You've got like this. This has track record. Please stop doing this so no new apple. tv but long. The long rumored airpods. Max came out but i tell you all the features got to the bottom line. Five hundred forty nine dollars. That seems you can get a lot of money merlin. That's a lot of money. it seems expensive. How it how much are the quiet comforts. Because that's what they're going up against right between three three hundred three fifty. The sony is Sony headphones this like there. You can spend a ludicrous amount of money on audio you can. You can buy a million dollars. Setups sell you. Accessories to criticize expensive headphones. I have a pair. Very expensive man headphones. That are great because instead of buying a very very fancy stereo if you get really really good headphones and a good input you can get great sound so these hi fi men which are magnetic plane. Our technology sound great. But that's not what these authors and most people don't know those like the biggest issue for me with this is most people have no idea that those headphones exist for most people to high end are like sony's and the bose and for apple apple they look at it as a luxury and affordable luxury brand and then when apple only introduces the high end. Look if only introduce the mac pro. And there's no mac mini or the only have an iphone tennis. And it's not the iphone eleven. You feel like that contact has been broken and they're only giving you the luxury and you want them and you can't afford them and you get really angry really fast. Scooter excess. No come on guys. It's simple by a mac pro and a pro display on your apple cart and the cashback. You could buy that funds. I mean they're computation. We like to have a bunch of technology inside. The net is expensive. But people aren't used to paying for the accelerometer and the gyroscope. And the eight different microphones and the there's two h one apple silicon tencor audio processors. Nobody buys him in each cup. Has its own ten core processor. It's only ten core system intact. That's that's the problem that apple's up against nobody nobody is. I think the home pod really proved that nobody is impressed with all the stuff you put into the press release all they care about is even maybe you put a thousand dollars worth of incredible technology into this if it only sounds eight dollars more expensive than something that costs half as much you lose and i think that most people are going to regard this as a set of headphones for and i mean that's a positive way as for audio muggles people who are just like i really what i want headphones that sound good. I want them to have really good nose noise. Cancelling i really want them to sound really really great. But i'm once you get into the rarefied era five hundred five hundred and fifty bucks. Yes there are. There are headphones that caused that much and more. But these are for the audio files. And i'm not sure if the audio files are going to think that these headphones are in their class. Well we'll we'll. It remains to be seen but i just asked the question here to these sound. Five hundred fifty dollars. Good if they did. I don't think about the technology they've got that much brand cachet like we'll people just just wear they'll look at. I mean not just these go ahead show the show. John sh yeah five. Gorgeous colors They they do look a little like a an al toits ten. They're a little more rounded. Get this leo. The cups were made to exactly match the air. The ipad air and the bans were made to match exactly the iphone twelve so that they would be regardless when you had they would match. Both the stem was made to match your apple watch. That could be an apple. Watch on the side. Right they're wired and wireless which at least they are. You could plug them in. Which i think wired sold separately. What you don't even get a usb c cord but if you want if you want the lightning two to three point five court. I think it's like thirty five bucks. Oh that's just insulting. Ten bucks for every Every millimeter salting You know one who cares about audio phillies gonna listen wirelessly. It's a convenience. Not not a even aptex. I don't they don't even do. They do aptex iphone yet. I don't even think they do their own thing. They do their own thing. Okay the the only the thing that i think counteracts that a little bit is that i think a if there are people who regard not just as an ooh. This is the apple thing. This is the apple fan. I like apple style. There are people that will think of it as not just as a good three hundred dollars pair of headphones but as maybe a two hundred and fifty dollar fashion accessory on top of it. Because i think that's real design really bears that out look actually stitched the l. and the are into the fabric of the cup. Now there was a rumor that a bunch of features got one of them was that it would be able to automatically detect which was on. It wouldn't matter but it sounds like that was one of the features that got cut so this stenciling cricket creek can you. We've eller an are into the cup. Quick twenty everyone has learned to weave leo sour dough weaving. You've got artisanal brooklyn. Artisanal weavers making the cups. What are the challenges for apple. That is is that you discover over time if you're a little bit of a power user that there there's a lot that's sort of non obvious things that these devices do. Where isn't really i. It is apples and oranges in a lot of ways. I think the homepod is a good example of that. Like the i've got an old regular homepods prime And it really go on down here and it sounds it. Sound amazing when you hook it up to the tv Getting all the jointly. Yeah right which you cannot do with the mini. But i mean like so for example stuff like i may be non obvious to somebody who's just ordering off a amazon or whatever that like you're gonna get that to get like atmos quote unquote this speaker But like again the integration with other apple products. So it's also maybe non obvious that this is now can also be your home. Kit hub sued the value proposition. Dump phrase the thing that they need to sell to people in some ways and communicate. It's not just that this thing sounds good but it works with all your other stuff and to some extent some stuff works better with their stuff in other stuff and that could be a source of frustration. Because now you're like okay. Is my old phone charger. Going to work with this new phone. And that sounds silly. Does that drives a lot of people will work with the onto would not including the cord. There are there are people on and some part of the spectrum who are very upset about that stuff just on principle. Other people are not and they'll drop the five hundred bucks because it's going to work well with syria because they're all in on siri. But what apple apple selling you. Somebody's selling not always succeeding at This kind of integrated lifestyle like cloud at all. Everything should work together. But like i think that's very difficult to communicate to garden variety. Consumer you could just say well. These are good headphones in loud. Go buy them but like you if you don't know about let alone than utilize all the things that it can do with the other things. I love my sony w. h. check. Sam whatever the hell they are but like they're stupid as hell. There's so dumb you can only be like sink to one thing at a time to research. You gotta turn it all the way off long pressed anybody have these the w. h. The nice sony ones. There they sound great once they work but getting them to work as just really not lucy. Liu i don't like wireless headphones for that reason. You can also do the wire. But i just think that's a big challenge. I imagine for apple is like working across business units with people to try and figure out how we how we sell this people as of this bigger thing want you to do. It's even more complicated because they own beats so you have to make something distinguished from the beats products right but you're and you're you want us charge five hundred fifty bucks but you're not really. I don't know if you really. I mean these headphones have features every audio file. Looks for for instance as you're listening music. It will review the incoming text messages. What more could you could you want. I don't think they're selling this. I think you're exactly right. They're selling this to technology -nology first person who wants entity apple brand once. It's like in world of warcraft. And you get the the enchanted armor with the enchanted helmet and the enchanted sword. You want the whole shop the whole kit and so i'm sure there are. I bet you there are apple. People who have all of the above. I know this morning was filled with preorder picture. They were just one after reading numerous. There's the rumor they're supposed to be a lower end version of these two. Like if you think about the apple watch without the sport aluminum version. It's ridiculously priced when you think about the homepage. Now compared to the many apple it's been fairly good at having that the iphone twelve versus the max. The iphone eleven was way better received a thousand dollar phones but they just. They didn't ship the sport version at the same time. And i think that's also what bothers people. Because if they saw this said yeah. There's a fancy metallic looking one with nice finishes and all this and that's you know. Five hundred fifty dollars in june for you. I'm buying a two hundred fifty dollars fine and i'm happy. Do you think people now still by airpods own the airpods pro in the market like do people look at the airpods and go if one hundred bucks more. Get the pro version for kids. Kids inside the yeah. I hope. This is the stupidest thing that i say today but another way to look at this is headphones. Now you know in in a pandemic where people aren't really going places. Yeah you need. You need headphones for like think outside of our circle because your roommates are saying turn the music down. You're living with other people. I wonder if they feel like do that. Price point because the kind of people who are going to buy costly headphones when they don't have anywhere to go much might be the people more likely to pay a little the train. You wouldn't wear these lose or like getting out of a lift in one of my airpods back in the day. Picking my kid up from school perfectly bounced off shore down. Here's me hang on as the car is driving away the wheel to go right over and like hell no man. I'm forever trying to find stuff i've lost. I wouldn't want to lose. Five hundred earpods airpods if you bought place. Yeah right exactly It's just it's testimony to the fact because apple sells them onesie tuesday. You can buy one. I really do where these are. These are beautiful. I think these actually look really nice. I bet they're very comfortable. I like a medical appliance. Looks like something you're seeing with that you're like oh no again. The technology begin shortly cup. Fa cup has made a memory foam. So it'll it'll tries to seal around your ear to make an acoustic seal. So it can do the computational audio but if like me you're wearing glasses and it can't seal some of some of the low end is escaping. it's got a microphone inside to detect what you're hearing home on just to compensate for any audio leakage. That's happening because of glasses or something else that you're wearing so they're doing. I think that to some ridiculous amount of millions of calculations per second ten core processor in each ear. Airpods have the same processor. But they're only using the cores so it scales differently. Does the might do the microphones. Do anything super special. Yeah so they. I mean they have the a bunch of microphones. Normally they'll just react with you. Have one microphone. That's listening for basic noise cancellation. And they've added an extra microphone. That's listening just for wind. Because they found that wind was something that this goes back to. The airpods pro wind was a particular annoyance for people so they added an extra microphone. Detecting cancel at wind. Sound wind bothers my wife a lot Especially at night and she doesn't like that so this is This is for. Who should i mean this game. This could be a game on the show. Trick leo into buying these this trek. We just gotta wait. I mean the most basic thing. You need it for your work. No no no. No no of my work is. I can't in fact the reason. I can't buy this is because we don't have any money. So that's not gonna work so Your secret santa and you truly oath name. Oh there you go sure. I should tell lisa. This is what i want for christmas Who is it. Four is that quoted for is is. Should i get excited about a unique dual neodymium ring. Magnet motor. sounds good our earth. It's rare earth barefoot. Children in botswana were involved in the manufacturer. This it could have been you know. That's expensive stuff actually. Did apple say now that they're getting their in an economic ecologically logically sustainable working on on re re using all. I don't know how far they re purposing. Does it say if it does the spatial suspicious. It's spacious does magic. I mean there's not much stuff you use it for right now like watching lord of the rings on the tv and it was it would give me at most in my head. It's different it's static. It doesn't move and the airpods are different because some of the tv you're sitting in front of the tv and regardless of how you move you expect it to come from the tv but with the doing this a lot to test it out you know. Do this crazy parties. So i turned it. I got it. I finally got the firmware update. I was so excited to try this and you knew something. That's cool when you go. It's not working honestly because at first you'd be like oh it's not working and which means it's so subtle but you do this. And you're like a witch a witch and my ipad but it sounds so freaking cool and it's not it doesn't feel like a trick like those kinds of things it's sort of like you know like with three d. movies came out and the tv. They mentioned this on the bike check. Podcast recently used to be. There is like a three button. Words simulate three d on a non three d film. And you're like oh that's not really the thing that's the that in chief but we put these things in your watching a movie like it sounds amazing. I mean subtle in the best possible way. You've you've tried it. Everybody's tried it here. I have not. I have airpods. Pro different can't find the because if you've got the sensors in the airpods And you've got them in the device. And so the the gyroscopes and accelerometers communicate with each other and if you're moving the ipad like let's say you're watching like this and then you lean back your expectation now. Is that the audio or you're just moving it sideways. The audio should still come from the person speaking. The center channel should still be the relative not absolute center channel. Then so as you move it around adjusting where the audio is coming from. So that it still feels like it's coming from the device you're holding which just doesn't have to happen on a television set because that's a big static object and it really messes with your brain at first and then once your brain locks onto it. That's your new expectation. Everything else sounds broke. I went into my my my fancy four k movies that i had on an iowa device and i think i i was doing spiderman into the spider verse and it was. It was pretty trippy first. Time so it's like surround it gives you surround sound but are there in your headphones or relative relative. Spatial audio yeah. It's a relative atmos. Basically relative to what relative to where you're holding the device and turning your heads up your head turns device stay spatially where it is or who cares about that. Yeah that that that was really sounds like it's in the room with you really sound. It is in the room with you. Wait a minute. It's like to my my preferences. At the one of the reasons why i put headphones on so that it doesn't matter like where my head is. Where my where. I'm turning relative to the actual device itself. Thou- always get like beautiful like standard like balanced separation. So it's a it's a. It's a wonderful piece of technological magic but in terms of placing the audio as though it has the illusion of originating from the device playing from. That's not something that i really value. You know what stays in place when you move your head around. Tv speakers. buy all vinyl. That i mean so you see. I thought it was going to simulate a surround system with the left behind me and up above me does do that. It's hard to describe its depth. Really i am when he's with the words you're using remind me of like quadraphonic it sounds like it's all around you exact and that's true to an extent but it's just more like it sounds very it. Sounds whatever the room. So what do you imagine the room. You're watching tv. That's like what it sounds like and it doesn't feel gimmicky to me. I mean obviously everybody's got their own preferences. But i think it's amazing and i can't wait. I can't that alongside like being able to add a second pair of ipods like when my kids are watching you know the kind of media that my wife would just assume we not be watching right. It's gonna be really cool to get to put those in. And that's what i watch that i was compare these two my apple. Tv right and i can have two sets so my wife and i could both be wearing headphones while we're watching tv. Which is something spatial audio on apple tv yet. But i think that's really. You only get spatial audio. It's frustrating it. Does the app most but not so so where people got confused. It does the atmos. But it doesn't do the the relativistic thing because the tv moves so if you just move around you don't expect the where the source of the audio to be moving but if you're watching on your ipad and you move it is still wants to come from the same position for you. You're not convinced me yet. Boys and try to explain to consumers exactly. I didn't even know that you wish your tv moved. Check it out. How many how many three you'll be happy to know. We're not ruining the environment by giving you a free cable for free charger. Extremely extremely rare earth. We recommend that you get one. Fear death when for your house. One for each of your watts Your your yachts including the wax guy. Because you're you're going to have the separately they'll charge separately. We have a separate charges a charge. Adapter that will generate in the law. There's a feeling of power in a room. Thirty five dollars for the for the dongle adapted could get fifteen. No i'm sorry ten neodymium magnets for fifteen bucks on amazon. So you gotta play careful pekair for day. Is those swallow. I know not swallow put. I have one here. That is terrifying. Made you explain this to me. Why does this come with ten screws. Here's the magnet. Show the show. The he comes in screws. What's that for is oh discrim into something. Oh icu scrimmage on the wall. I thought there's some sort of magnetic trick okay. Merlin's got his magnets. Okay i this. Just keep it in the styrofoam. How old are your kids. My daughter's thirteen okay. She's not going to swallow these. Ooh la size of that. That is ever play with one of these. You get an. I like the little tiny ones the size of a little dot. We use on the refrigerator right. But like you get two of these and you're gonna get pinched. Let's the non whack those things you could. You could your mic stand. Put it on your mic stand. Isn't that metal audio waves. Look at that way they get along. Well i stick it to so basically you can do like this. I guess Demo but very well you can do this by you. It's magnet and it's magnet storage prompted you to buy out. That's like a one pound damian magnet. What prompted you to buy that. You know i'm. I'm i'm a scientist. I have these things around and sometimes maybe you're trying to pick up some stuff in the rug or whatever You know you don't get a flight of something from amazon like ooh. I want these in all the different sizes. You did see this story. This is actually kicked off. The pandemic for me astrophysicists gets magnet. Stuck up knows while inventing coronavirus staff. He wanted to build a necklace. That would warn you when you touch your face so It would set an alarm on when you touch your face. When the mishap occurred on thursday night. This is from the guardian the twenty-seven-year-old astrophysicist who studies pulsars. Let's like you a scientist merlin. Said he was trying to live up. The boredom is self isolation with the four powerful neodymium magnets really no experience or expertise in building. I gotta finish the story number one. Wait hold on. I had a part that detects magnetic fields. I thought if i built a circuit that we could detect the magnetic field and we wore magnets on our wrists and it could set off an alarm. If you to close your face. That's good thinking right However he realized the electric part electric party had the opposite and only complete a circuit when there was no magnet. President accidentally necklace continuously. Unless you move your hand close to your face the opposite of a smoke alarm it stops know after after scrambling necklace remind you not the magnet. Send your is related to the ceo of at and t. Yes after scrapping. Ninety idea was still bit bored. Playing with the magnets is the same. Logic is pigs. Two years i clicked onto my ear lobes astro and things went downhill pretty quickly when i click it to my other nostril. He plays two minutes inside his nostril and two on the outside when he removed the magnets from the outside of his nose stuck together and then he sees the remaining magnets to remove them at this point. My partner who works at a hospital was laughing at me. I was trying to pull them out. But there's a ridge at the bottom of my nose. You can't get past after struggling for twenty minutes and decided to google the problem an article about an eleven year old boy who had the same problem. The solution was put more magnets in your nose. Cheese to put on the outside to offset the pull from the ones inside as i was pulling downward to try to move the manage. They clicked on each other. I lost my grip and those left. Australia was in my right at this point and honestly this is probably the only bright side of this. At this point. I ran out of magnets before attending the hospital. Here comes the ambulance now. Reared attempted to use players to pull them out but they became magnetized. The pliers became magnetized but the magnet inside his nose. Every time brought the players close to my nose my entire house which shift gears a little. Bit painful at this point. Eventually he showed up to the emergency room with about eighteen pounds stuff including frigerator door exactly so There's a scientist Plan with just a word of warning if you're going to get into the magnet science racket my concern is that sounds like it might be a cover story for some kind of a sex thing. Maybe maybe there was a little thing where south north south north south. Yes fortunately i ran out of magnets. I'm signed by the size of that magnet. You have merlin. I mean that is sweet under mac. I've never seen such a big magnet with a with a human. That's one that's one of the baby ones. I've seen bigger wide once in a while. Yeah don't get magnets so adaptive e. q. So the san. That's what you're talking about Rene with a sound adjust to the seal by measuring the sound signal You're getting and adjusting the low and mid frequencies in real time this is for this is for computer. Geeks is not is not for audio files. Because there's no really q- because in order to do all the computational stuff you can't be doing it they can't deal with you moving knobs and overs around there's no manual acuity is just only which a lot of audiophiles eight this very i drive. They want to control their music. Active noise cancellation The airpods are pros are not super good at noise. Cancelling are they are they. I don't know you tell me. I think so. You think they're on par. Yeah have you ever worn them on an airplane. Yes and they and they cut the background. Cataclysm pre-k i mean he's still here like the rumble of the engine the roar but you don't hear the rough edges off of it and it doesn't transparency mullets. If you do need to hear somebody talking to you can just the button and it does that each one of those things where like you notice you notice it a little bit when you turn it on but you really notice when you turn it off and you're like wow this is really loud. That's nice transparency mode with airpods max. That's the name of these things. Users can switch to transparency mode. Oh that's that's the sound uses the microphones to let the ambient sound in while. You're listening right now. So i can hear myself without needing a monitor. Yeah okay good for that. Not so good for music. But i guess if you're running or you're wearing them you know outside And then the spatial audio we talked about which supports five one. Seven one and dolby atmos. Yes okay it you know it. Has that easy pairing. And i'm with us merlin. Like with the sodas or anything else. Bluetooth is a nightmare. So it's not sony. Sony always wants to launch their app and stuff. And i'm like you know they're. I'm listening to fountains of wayne have fun selling that really creepy to just turn twenty. Use the headphones if you want to go in here it'll understand when you're laying down or walking cared change operas to with all of their things. It's really annoying Although i have found with the airpods one of the reasons i stopped using them is and these. These are going to do that too. They they like to switch around so they say you watching. Tv use your promiscuous watch. Tv your phone rings. You can suddenly will switch the phone. You can have that conversation. It'll switch back. Tv if that all worked really well. I'd be great but sometimes it does it anyway. And the words the wording on. I find very confusing like i'm not the sharpest knife in the drawer. But i've read and re read the instructions on that so many times on the iphone and still not sure which one i want right. Do i want the one where it always defaults to this device but it is very upsetting. Sometimes it's like. When i forget that i've linked up all the homepods and i think i'm just playing something for me hiring stacy's mom battle-blasted this is the dopey is thing these smart case. So this is a case that does not in fact hold the headphones. It just wraps gently around the cups so that they then there's a magnet probably in it so that they can go into an ultra low power state that they're claiming twenty hours of battery life I don't know. I guess this makes i don't know i'm used to add phone cases for the whole headphones. I guess protect them. Right right A third party opportunity. I think there's going this. Yeah well i have a few two four hundred fifty two in this which is weird but so this is a this is essentially a bra for your airpods cups. I but i guess it's going to depend grow up so fast okay So you're not sold leo. You're not gonna you're not gonna saw probably. Here's the question and i think anybody before they buy. I wish you could go to an apple store and listen before you buy to really make sure that it's going to give you the audio quality you deserve. If you're spending five hundred and fifty bucks a pair of headphones or do you not try them. I mean like for the airpods pro. They would let you try them but they would like clean them. And i think they would change the tips and you can magnetically removed. The cups on these and change them and they'll replace him for like seventy bucks. If you damage them or something but i they. I have an apple store with a bag of cups. They touch somebody comes in. They put a fresh bear up soon so they can try them. People aren't gonna be able to try until after covid leon. I'm gonna guess that if you're not into stuff like spatial audio these probably aren't for you. I would imagine that's the kind of marquee feature and brassiere aside. Like i think i think probably these are not. These are not for years. I could see why it's a very editorial decision whether you'd like that or not. But i don't think these for you. I think you should get some Now i'm going to buy them. You worked that worked very strategic. He went for the don't buy them the magnet scientists and a reverse psychology. Day aren't for you leo. Don't buy them. I is more of a shelbyville. Oh man it's the monorail. I bought it north north. Oh there really it's not for you don't you tell me what's how would that your fire what Got free engraving. Yeah you know it's like it'll make it a little bit harder for people on the subway just yank it off your head and run out the door with well. I don't think i'll be going on a subway anytime soon. So that's probably i liked subway's subway believe in the future. It wouldn't let us build a monorail here unfortunately yeah trail. There's a lot of questions here. Like for instance. Like how much is it gonna cost. Replace the battery and will they replace the battery on this. It's just they will tell me again. It doesn't come with a wire at all or just doesn't come with the lightning to usb c but that doesn't go into the headphone that just charges. No yes so. If you wanna listen wired you have to buy an extra thirty dollar dongle thirty five dollars. Three point five lightning to To as a stereo of male jack as his standard. So if i had a male to male thing that i could plug into the lightning adaptor that i that i got years ago. When i i could do that right. Yeah okay yeah but it was really good audio in those in those tiny original thing that they told what the iphone seven eight i forget which ones were but sold it for like two years. Those were really really good. They had a really good converter in them to go from digital. So it's going to ship in twelve to fourteen weeks now it was. It was much faster this morning. They sold out already so forget it it for the holidays. Twelve to fourteen weeks color too. I think blue and fastest. Oh maybe because. I'm brian the pink one. I'm not buying it. I'm just you know. I'm i'm just just to approved that it's worthy of me. Yeah yeah for you. Add this to the bag of the pinks. Mike wants the green. Actually he likes green true. Yeah he's all over. He was very happy to see the green the high. I can't wait to hit the high forums to have someone methodically. Preuss produce all kinds of charts and spectograph was approved. Which color has the greatest like air around the mid rain which is critical properties. Get the get the gold cable as angry as the pc master race for him was after was announced. You know. I got so much. Hate for saying i was. I like the m one kind of stunned long. Wait a minute. I can only by a tried to buy them all all the colors. But only two can be purchased per customer. Just do much. Better job at stopping scammers. Then sony or nvidia mike so the sky blue is march fifth. The silver is december. Thirty first you have it for the new year. The green is march fifth the space gray the ugly colors you can get by the end of the year. Wow they really so they sold out right away. Just shows you depends on ninety two. Yeah while they may have had five. We don't know but given that this. These have been rumored and we even knew what he was to look six months ago. I have a feeling they'd be able to produce them right or did you think it was seeing. The rumor is that they had to change stuff at the last minute. And i'm not sure what that was but they had features and that happens like the difference now. Is people report on it but back the commonly you lose on your way to the shirt one point oh and then trade show up and a two point oh is some of the fcc approval is that some of the Know what happens or no. I think there was a gesture area. And they switched that for the digital crown and that they were supposed to be didn't matter what which way you put them on they were supposed to automatically detect that and that didn't work so he had to have us all hands stitch. Our own eleanor into the. Yeah the they don't get up see approval for the entire device just for the component produces the so as possible using something that they've already gotten. Fcc approval for that is not the only new thing apple talked about today. No no apple. Tv no airtags takes dead in the water and samsung is going to ship. Them announce had the time to build their own version. Yeah and now they're gonna ship it or apple airtags finished last year. Well the arg- also copying the no The ac adaptor in the box thing just please stop. I need someone to take a stand. This cannot be allowed to be normalized. Apple fitness plus will launch in one week december fourteenth. They kind of had to. They said this year. So that's pretty much close to the end of the year is you're going to get Monday you'll be able to start working out with your apple watching your apple. Tv you could do. High intensity interval training hit strengths. Yoga dance core cycling treadmill rowing and mindful cool down and i think the the was probably they were recording all of these right. We knew that this is going to have to happen. Yeah i'll be. I'm interested in this. I bought the apple one package when they offered it. So i'll have this. I i i you know. I set up a roar in front of the tv just to see. I have i mentioned before. I have the peleton. So i like the idea of having a screen with a trainer running you through exercise on a cycle. And i wanted to do something with a roar. We have a treadmill to be crossovers. Different trainers will burst into each other's sets. It'll be like the vendors. Leo are a mighty marvel please. Hey bob come throwing machine this is. This is a well-timed product eh. Because of covid gyms are closed. People can't work out so these you know. All of these products are gone through the roof mirror. And all those. I see that mirror. Add a lot. Yeah lot of lot on cable news. Now that's owned by lululemon. That's part of the reason. I see it because it starts with a young lady lululemon. Yeah cable it's kinda hard to turn away. I'm just saying here's the good looking yes berlin. It's i guess. I should pay more attention to the actual lab it. It seems a little silly. It seems. I always think of when wonderful episode of the office. Dinner party Maybe the best episode of the us when they go when they go out to the garage and remember. He's trying to get them to invest in. John's candle. company is entire of old workout equipment. Master's soul affects both lex. Every year. we still use it as a mirror. That's cool to subscribe to our the mirror. It's a little mirror mirror on the one. Those ads imply that they can see you which i don't think they can. I think they're prerecorded the ads in your hair like that. You're not working hard baby when you sleep. I don't think that's what i'd want in. My house is a two way t. It's a little nineteen eighty-four. Here's a good looking bunch of trainers all just so happy to be coming into your house by a tv apple tv fitness plus. You don't have to have apple. tv. I guess you do Apple tv ipad iphone put. Yeah yeah of course. You put an ipad iphone. Okay that makes sense so you need an apple watch. Yeah it's really a watch product. Yeah okay if. I look suddenly buff and fit. You'll know why are we all. We're gonna come back into the new year looking exactly like those models sorry. I don't think the lady with the pants comes with the mirror. Leo just. Fyi you're saying I can't remember it. And i even if i could probably shouldn't say about lululemon and how they're designed to make your bottom look good And judging by that ad they work sounds. It was named by tom. Brokaw canadian company. We gotta we gotta jump jump up records. They who makes mirror tom. Oh o i in scottsdale. Arizona should make fun of them for man. Ardoz sarno musical bogle wearing about lou. Lemon all right. Let's talk about oblivious. Dns when we come back Hey so nice to have you back. Merlin really missed. You really appreciate it. Merlin's doing a lot of other people's podcasts. Actually they're all yours aren't they. That's the point. I've just i'm just happy to have a warm place to use the toilet. Yeah i'll show up anyway. I really kind of we anytime you want to be on the panel. We love having you and we've got an empty seat just waiting for you and your nocco. Also here w. g. b. h. boston. And from rene ritchie rene ritchie. Come up with something better than that know from from mrs ritchie from mr and mrs ritchie watching. Andy i just like it. Also in the merlin cinematic podcast universe and the jason nelson podcast university notably crossover. It's like those once in a lifetime. Marvel dc crossover. it's good. Oh yes exactly like a battle world thing yeah thing that guy. We could get snow on with you. It's easy that that that we can do like thirty podcast. Think of myself as the cilantro. Podcasts like you taste like if you like well even if you like it a lot and most people don't you know you still just really wanna use little disallow little bit maryland. Everything's better with a little bit of merlin. Our show today brought to you by last past we have been really Grateful last pass all year long. They bought studio naming rights something I think unheard of in the podcast space until last past came along We've been. I've been using last pets for twelve years since they Were invented. I guess since Josie grist wrote it. I think it's been twelve years It was a couple of years later. That i convinced eve gibson. Take a look at us at steve. This is the best password manager ever used. 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I know this is a budget decision. But it's not expensive and it really pays off starts solidifying your cybersecurity strategy with the award winning last pass today last pets dot com slash twit to find out how they can help you. Thank you less For supporting twit. All through a difficult year two thousand twenty. We really appreciate it last. Pass dot com. Slash twit oblivious. Dns we had dna. It's kind of funny. We had Dns over https but knew that wasn't enough now. We need oblivious. Dns this is something Apple's doing with cloudflare they've developed new internet protocol. That will Make it far more difficult. For internet service providers to know what sites you visit so dns over https encrypted the dns queries and And usually when you're do h with a safari or firefox fox. I don't know if i think chrome does too. I use it on fire. Fox you would choose a provider so the it would be encrypted all the way to that provider cloudflare my case next. Dns where the dds look what he completely hiding. What you're doing from your internet service provider But the dns resolve. Or you're using whether it's cloudflare or next. He s does get that information. And that's why this odio h oto or bolivia's dns reps encryption around the dns query passes it through a proxy server the proxy server catch the website passes it along to you so the proxy can't see it in and dns resolve or cannot see you just the proxy. So i you know my only concern. It's going to add some head to performance. Yeah but i don't know if it does or not i been using. Do h. for a long time and it works just fine. So audio h is a new thing to look for You can use it with cloudflare's quad one one dot one dot one dot one but again will have to be put into browsers. It's presumed because apple's involved in this work that apple will Put it in safari. I have to say using safari m. mac is orders of magnitude and better. I loaded the twit normally twitter. Tv i'll show you all loaded right here without having a cash this is. We have a lot of content on the site. Oh still pretty fast. Gosh you guys have done a good job but an apple. It's like this page was already loaded and just opened a tabloid show it to you. It's so thought script accelerator built into silicon. Ip which is the same one. That's been on the iphone for a while which is why you see people like get cranky for a hot minute and say amazing. The performance it really. What's making me sad is now in my my office at home. I have a very very pricey. I mac pro with ten cores and sixty four gigs of ram. And it's the trash fire traffic itself. Earn it by for along. Those tasks leo is still really good for other. Okay i guess. If i were rendering of video or something i guess it would be adobe. We'll work way better home. i guess. Light room now is out for him. One right or is it a beta. I saw sarah video yesterday. And she's like it's taking an hour to render a premiere on this one mac and it takes two minutes literally two minutes and final cut. It's just so last time we talked last week. I was complaining because some of my development tools Were not yet ready for prime time. In fact they wouldn't even run rosetta. I'm happy to say that they have rapidly improved the and and a lot of that comes down to the people responsible for him getting a mac. Then when mac. So ma Example matthew flat is professor of computer science at utah and one of the team. That does the language. I use racquet Got an when. Mac and within three days rackets running on an m one. It's running so fast again. I don't to ever go back To my bet confluence narrates the nerds. The nerds who maintain those things. Want the m one max. So they are motivated to make this really well. We're doing a fundraiser. Right now for one of the maintainers of the list by like s. Steel bank common lisp. Spca oh he. Somebody asked him on. Radio so when are you making it. Work with meccas doesn't work at all doesn't run and he said no. I'm not because i don't have an m one so we put put together a fundraiser. They're raising money for him to get an m one because we want that to work but wh what's encouraging to me is it does seem like well. Someone like matthews a brilliant program but matthew was able to take what is a huge package is a lot to racket and make it work within just a few days that was encouraging to me. And it's not a big sur issue because it does run fine on big sur. It's an m one issue in merlin. Have you noticed that some of the things that you use don't work but then they do very quickly or what's your i'm still i mean from my on my i'm on this very old and on the two thousand fifteen i think Which feels very old by. Modern standards doesn't even have usb c. You know on the horns of a dilemma. Because on the one hand people say you know you don't know the m one you know it is. I feel really stupid. If i bought a mac pro or excuse me. And i'm at pro now intel. No no no no. Yeah do i know. That's that is really tough. If you gonna focus right but a ton of the value you get out of a focus. Right comes from the uscc connection. So i'd be leaving a lot anyway. It's not critical. This thing works. I gotta say. I mean for two thousand fifteen mac. It's still works great. But i'm very envious hearing people like marco talk about. You know i think even the macbook airs people were saying or crates ashtray. And it's seven hundred bucks. Compiles overcast before writing the code tacky on at this point. It's it's pretty it's i. Here's the thing we already now. Bloomberg mark. Gurman with the rumors that we're gonna see by spring. We're gonna see thirty two core and one's on a macbook pros and perhaps on i mac. I mean i. I think this in twenty eight on a mac pro leila gonna ludicrous. Number is that and that's the that's the what's interesting as you said renee. These are the slowest. And what you know Arm max will ever see and they're already like what's happening it you know just a different jenner just like a different era of computing. And it's i can only imagine what it's going to be like next year. So yeah i would say five nanometer like it's it's like a a huge once in a lifetime lift from five nanometer seven nanometer. I sense does not run this well on five nine media. This is a really good architecture. They've spent since the a seven developing and they can scale it out over multiple cores which is great but also every new ip generation. So when there's an eighth fifteen they'll be an mto architecture when there's an sixteen and you can fund a lot of rnd off the back of iphone because they're doing chipsets every year for that baby and it's the same id. That goes into the mac chip. And i think this is what's exciting because intel was so far behind on roadmap and having so many problems and now the mac will literally get lifted every time. There's a new iphone at scaled for exciting. You know there are a lot of people say. Oh it's just what they call market texture. It's a it's marketing Especially that five nanometer Thing is marketing as opposed to actual improvements. I don't i don't think so. It doesn't feel that way. It's pretty it's it really looks like there's a lot of headroom and there's a lot of places for apple to go with this entity decided to pull the trigger. Yeah i did. As a matter of fact my m one macbook pro is arriving on actually on a week week from today. So it's possible that i'm going to be in the middle of saying something and then leap from my desktop or something. Yeah i was actually standing at the door the that day book pro Just for the sake of argument. If you had a screen for it and stuff a macbook pros a computer you could use instead of an i mak right. It would be faster than your five year. Old ibac for sure the screen. There's very few good screens out. There i think the algae one is still the only one that same quality as the same time Yeah it's gonna cost you right. That's a couple of grand. Yeah yeah well. I think it's a thousand that old. I mak enough that you can use target display mode. Can you not do not you know pre five. So that's some very in love with my analogy and that's my main technology Fetish right now. So i should just redirect my energy and my sinology Last year and i got the. I took the old one to work. So now i have my s- analogies with hyper backup sinking. So i have one at work. It's really nice. Dsm seven it's real. Who not do it on a production machine. But i've i. Ill advised the first analogy. I bought very quickly is was to bay sinology which is stupid stupid. Feeds the five. Well you need four. You can get away with six would be great because then you can get the smaller like ten terabyte drives and but didn't get five. Total ten terabytes ten terabytes out of it. That's not great anyway. But yeah you know i. So you're using that you use. This is in beta right. The dsm seven just came out today. I'm so anyway. The point being that old sinology. That's just been gathering. Dust is what i put it on. And it's definitely looks a lot better. yeah Yeah thrill cool. I'm you know what. I gotta tell you man. I'm glad to see anytime. I think this is sort of a gp gray. Ish idea is like you get excited. We see apple doing something cool Get really excited when you see apple doing something cool over and over and seeing progression and that's that's how you develop this trust. you know. i think it's one reason we have such a crazy rumor. Mill is people are always trying to understand in speculate like in some cases the practical component of what should i buy in my case right and then there's just the fun kind of gambling aspect of was the future gonna look like and to state the obvious. I think it's really encouraging to see them. Do anything to siracusa says. Put some wood behind the arrow. With with max and anytime that it's not just this is a you know an item in our lineup. I think that's really encouraging to hear them. This is some. They'll probably wouldn't meet st proud a computer. That goes this fast. I think that's really. I'm with you. I was very worried about. The mac is people who watched the show. No the last few years. I really thought. Oh we're going to just going to be ios world so it's very nice to see these chips and yeah there. Come the game from my wes but they really do a great job on desktop. And it's More i use it. The more i use things that are written for it. Particularly the more appreciative. I am of how much speed there is under the hood and you know to their credit. They didn't raise prices. You can still get a macbook air for. They were never meant to be mobile tips. Like i think that was the. It's almost parallel to win. Ed colleague said oh. We've been making blackberry and palm making smartphones for years. We built them from pagers. And pda's and these computer guys aren't going to walk in and take over and it turned out that bringing down to mobile was really smart. Move and this is the opposite of that because you have people saying oh intel and nvidia. Amd have been making big honking desktop chips and these mobile people aren't going to walk in and take over but apple was never building mobile apps. They were using desktop class architecture and performance and efficiency because it was all the pa semi and all the amd nvidia and intel people that they brought into apple. That's what they knew how to build. They just had to build them for five watts and now they're allowed to build them for ten to fifteen watts and soon for thirty thirty five watts and it turns out. They know how to do that. Really well these are going to scale. It looks like anyway. These are going to scale like crazy. And that's going to be very interesting when i about this stuff. I feel about 'em one the way craig feels about instant on book. It isn't on. But i mean it's not like it was slow to start that music and the red lights leo. I yeah. I don't want to be too much of a fan boy on this one but It's exciting and you know. I like desktop computing. And so i wanna. I wanna see and the good did that. Dan and i have been saying. I'm back to work for a while. Now is that you know and maybe this is a straw man. Maybe this is not fair and you could tell me if it's not i feel like there has been the sense of well. What is it that apple is very excited about what is it. That apple really cares about. And i i think has got to be near the top. It powers their. You know most Successful device and then the thought has been or the application has been like the mac is going to become more like ios. and and. i don't know if that's fair to say. But i feel like i want to become more like iowa s and i went to max become more like the mac and if there's places where you know through the ri- where there's ven diagram that works that's great but like there's so much benefit to those platforms having their own way of doing things in a similar way to ipad finally getting its own Tapping ipad over here getting its own operating system to utilize great to lay the groundwork for the future and i guess this could be a straw man but i i really i mean when i opened something like the home app on the mac makes me very very sad at a fundamental. I'm using homekit. In general is is not super fun a lot of the time. I was just on episode of A relay fm podcast oughta meters With a resort in david sparks talking about this stuff. And and you know it's just there. There are times where you're like. It's sort of like the warner brothers thing again where you're like. I guess this is a good idea to somebody but like it's anybody was like. I used to say like watching somebody. Use a blackberry. It's always like watching someone. Drain a wound and like whenever i'm using those catalyst apps i really feel like my life is slipping away from me and and they're really. They're they're just having fun to see what i'll put that said you know it's a bright future. I think it's stuff is gonna happen. I really wanna mark for pro. Now is a beautiful when you're looking the people on the forums. They were like oh oh. Geekbench is not a realistic benchmark. Ignore that oh oh. Now you're using senator bench really well. We don't count that either. How about some of the you got renders scores. How about compile. You got compiles scores. But we just don't like kids. Yeah so i. I had to build the language i use racket. I had to build from scratch. It's the new version of it. Which is based on a new engine chez scheme and once. It's once i because the reason i wanted. I was doing the advent of code contests. And i had to go. Sit down at a dell in order to do that was making me you know. Bang my head against the wall as soon as it was on the am one. It's just like Mx running native on the m one And i was really worried and you remember a couple of weeks ago. I was very upset. Feeling like maybe command line was over on mac. Os and maybe all of these geeky dev tools and things like this were over and i'm much much relieved to see that they are working now and it just takes a little Love and the development version of bmx runs in native. And it's fantastic. I mean yeah happy days. you know. it's just great we can. We can't let the mac just the the toy computer that for for people who that was forever. Yeah who who don't ever want to know what's going on. Behind the saints don't ever want to customize their experience to exactly what their needs are. Which is we these are. These are Givebacks that we deal with when we're using an iphone or an ipad. And we do that. We do that with With precise choice because that's sort of device we have but that's that will always be the difference between a desktop and a mobile device that they're reasons why for security for battery life for thermal thermal envelope for all. These are the reasons why. I can't do everything i want to do. On this thousand dollar iphone. But when i spent thousand dollars for a laptop when it's been five hundred dollars for a laptop i feel as though i want to do with this pile of compressed sand. I get to do anything. Artificial that that that's a limitation to that that's just a systematic problem with developer. Mica is reminding me. That patrick wardell tweeted yesterday. Miam- one mac book arrived today. Step one install x code step to clone bill lulu and just like that lulu now runs natively on arm. That's really encouraging lulu. By the way it was a pick a couple months lennon. Lululemon aloe patrick. Has it very nice. But but we're talking about lulu which is basically a source free not officers but a free version of little snitch News which watches outbound traffic and his fantastic And the fact that he's got that he got that within just you know right away after getting an m. One is very encouraging. I was kinda concerned that the security measures that apple instead put on in big sur. It feels like it's getting more and more lock feel though there was this thing that gruber said that i thought was really smart where he said the heaviness. The lightness of ios is what let's mcelwain stay heavy and you always see nerds push against that. They're like we. Want the ipad to just be a touchscreen mac and i was like no like you have all your computers. You've had them. This is meant for the other eighty percents for us. We feel alienated and like they've never been able to relate to computer finally the other computer that they can relate to and you better not take that away but on the other end apple you have your ipad. The ipad stay late. Let the max day heavy. If you're worried about controlled environments push those customers towards ipads make the ipad as amazing as you possibly can for everybody who doesn't wanna ever open terminal but just the way. Stay away from my terminal on the mat. Isn't that i can't remember. It was craig federica. I was one of the executives Said maybe it was to gruber or maybe it was to Somebody else but we grew up on the max. We all are here. Because of mac on here. It's mac break weekly. I'm here because of the mac. And so it would be heartbreaking for us on the outside to lose it but apparently so it would would it be for the engineers the inside so that's very encouraging you've always said i haven't really kept up with this too much but i mean is it. Am i being simple to ask the question. Why would you make ios apps on and with without amac. No no but isn't that still the case at the least that's the least of it. Oh yeah they could figure out ways you know. in fact. many people said the minute ex code appears on ipad os. It's all over for the mac. No you're right. You still need to do development right but we scientists desktop the scientists. Use it for you. Know massaging numbers machine learning and statistics. There's there's so many people use macs want them to continue to be heavy so Thank goodness they still wanna make a truck and apparently they they still wanna make a self driving car Yeah by the way Rosemary said something go ahead. I'm sorry Circuses something about We're talking about the mandalorian and to me like how honestly like how it's everything. I like about star wars without the stuff. I don't like about star wars. You know there's there's been lots of different star wars things that i like to different degrees but that you know this is the guy who worked on Which was really terrific and a very fresh take. But i think he's not the first person to say this but syracuse. Well the thing is these are the people who grew up on star wars that are now making star wars and they have their own taste in their own idea and to quit the mister show. Bit like which star wars is your star wars empire empire is new hope and i wonder i wonder what that means because i wondered personally about kids who grew up with ipods. And iphones where. It doesn't weird to them to not primarily. Want a mac so i wonder if there's a real push and pull inside the company amongst us be obviously likes the mac. It's why we like the company. But you know what i mean. That's gonna be interesting to see who's tastes and Interest emerge over time. Your your the fan of this platform or that platform and it just. That's a good for somebody who loves to really make. It could sing but will ever have a touch screen. It will will when the when the other kids grow up and you think it's broken because it doesn't right that's going to be the biggest shift right there the first time you tap the top the first time. You've tapped the top of your mac to to scroll to the top of the page. Oh my brand new. I do that all the time. And i'm looking at fingerprints all over the screen. What's that all about. So it's fair to say that you know you can have a car and you can have a truck but if you have a truck it doesn't mean you don't want the amenities of the car you don't want the leather seats and the cupholder and apple's just bringing over all those amenities it's still a truck but it's got nice interior. Finally so a couple of other go ahead and just just a button just putting it up. It's it's an interesting. It's a great analogy because you can use that to prove or disprove pretty much anything you want to suit what point you're trying to make. And so this is why our fear is that we is that instead of Instead of the mac being like the four to fifty that is actually like the contractors. Actually use. This is like this toyota toyota brett. Like okay technically took a hatchback ripped the you rip like the top of the roof rack. It can basically carry five bags of groceries before the suspension bottoms out. So we don't. We don't want like a pickup truck in. Don't want a truck in name only we want like an actual truck And i. I don't think apple's putting the the mobile devices on any kind of trajectory where they can do truck like things a couple of points. Rosemary orchard will be on next week. Mac break weekly yes i know. We love her And i mentioned this briefly but let me let me. This is breaking. News came out Mark gurman published this story on bloomberg half an hour of the show today Apple is shifting the leadership of its self driving car division. You may remember bob. Mansfield came back Was he old. Coo came back. They stand ratio right on the car project. Who run the car project. He is now fully retired and Interestingly the entire car project code The code name What are they tighten. Right titan is under. John john john andrea who came over from google as vice president of ai strategy machine learning. He ran google's machine learning and search teams before something real quick. There leo. he left google and came to apple very vocally because he believed in ethical and given all the news this week. I'm hoping he gets a bunch more recruits google. Getting a lot of heat over firing. Tim to yabroudy. Who is the woman. They hired black woman. They hired to be ethics researcher. In a and ethics proponent and They fired her because they didn't like the paper she wrote. Apparently there's some dispute over what caused the firing stay say google. She quit But yeah you're right. There's a lot of questions about google's ethics their union busting of late Yet maybe understand. Now why China andrea went over to apple. And now he's running the entire more than a thousand engineers know hundreds of engineers. Let's just going to be as important for the next ten years of apple as johnny saruji. Silicon team was for the last ten years of apple. I don't think that's an understatement. He just keeps expanding. And it's not tighten is not an automotive thing it's automation thing. It's about over lower. They are because it's about ingesting the world around us understanding it and then reacting to it and we've already seen a bunch of technologies filter out from that like uber just cancelled their car. Famously it. I don't know if apple will ship what we consider to be a car. But just the amount of a cool ideas and functional features that we're getting from titan every year already is super interesting and kind of mistake to label it their self driving car unit and religious say titan is there. Looks cutting the headline. It's it's it's clumsy. It's sort of like how How deep mind at google They were. They're they're brilliant. Project was the first artificial intelligence that could play the game of go to beat one of the greatest players in the entire world. But that wasn't the end point. That was just a really good problem to try to solve. If you're trying to get to where they were trying to get to tighten thinking the exact same thing may maybe when it was formed and no company knew exactly how quickly you could get self driving car technology to move forward before realizing that. No we can't get we can't get we can't get card self driving car technology to move forward but nonetheless a lot of including apple have discovered that it's really really valuable because if you give engineers practical problems to solve instead of just simply be sky. Yeah exactly it's and unlikely name was saying it's you get a is going to be the future of pretty much any technology the backbone of everything that they do. It's the secret sauce the bacon on the sandwich that if you're missing it you're really not going to be able to compete but also you're going to have to do Machine vision you're going to have to do the ability to To do create create and build models. All kinds of things that they need to build is really really well demonstrated by just getting a car to drive one mile from one door to another door without killing more than a reasonable number of people along the way and to your point was chess playing machine and a go playing machine and now it's solved protein folding. Wow this is a massive leap. In understanding proteins development of medicines Ended and this is an example of where a i d takes you. An interesting directions So project this week. Look trying to fix your code with just by a bunch of junk at it is terrible programming. But if you do it fast and it's really good must take a lot of humility just knowing the tiny bit i know about most companies anyway places. I've worked you know people at the top in the middle. Get pretty committed to what we're doing how we're doing it. Got the budgets. all the things I it's sort of like one of those like accidentally discovering penicillin Sort of things maybe to have the humility to say well. There's this this project is valuable. Not because we're succeeding at the thing. We nominally started doing but that it's taking us in directions that could be valuable to other units. Remember wrong. i mean all kinds of ways. You'd have to be a really. You'd have to be a really humble and open minded leader to announce that you're going to do this big shift because there's probably people who came to that company to quote unquote make a car right not to make shift or do you think really tim cook. Or whoever said we need this research lab. And we're you know it. It could whatever it's about i mean. I know that we're trying to like banging on cars late at night and public. I think a lot of people went there originally as a car project. And he had an alternate agenda of creating the next next like they were looking at new interface paradigm new languages new systems because when they when they hired those people that they say to them it's about cars or they say it's cars plus or do they say we're going to do some real no. It's it's cars. But i mean because they weren't they were in sunnyvale and not in mothership degree of freedom that nobody working on internal framework. Whatever have and then that didn't work out so well so they got left reshow into mansfield. He famously hired dan. Dodge who was previously head of queue knicks. To basically come to apple and remake unix. Because you need you need real time operating systems for some things. And he's been running the The software component of that and they've had various people from the auto industry running The hardware but. I think it's exactly like andy said it's like this is a problem to solve but while but these other things come out of it. Yeah let's not ignore the fact that they did hire away some people who had just monster careers in the auto industry. So the the pits the steve jobs are. Yeah yeah yeah. So that they must have given him the the famous steve jobs. Do you want to keep making sugared water to kit for the rest of your life or do you want to change the world. But let's see how many of them got converted into a engineers as opposed to really. My expertise is more on drive train. So i don't know drive train. Technology is part of your m one chip vision. But if you if you want to put a drive train on your next ipad boy could help you out there. That's the easy problem to solve with this. Just a bunch corporate shuttles i think. Merlin the answer your questions. Sometimes it's easy for us to Anthropomorphized corporations and say oh. Wow that must have been losing face to say. We're not going to do cars but we're going to do something else. I think corporations aren't quite as human as we ascribe. We like to ascribe emotions to them. It's just a rational decision. Yeah cars was a bad idea but we got all this great research and information about that is just right. I don't think it takes humility. I think it just takes attention to the bottom line. The desire to make money to be honest and hey the current things are going to order more progressive in a in a very progressive organization. That would totally make sense but again. Maybe i've just worked really retrograde companies. But i do feel like there's there may not be a personality or a character on a company level. That would be crazy to think that even though we do think that always do we'd like to share absolutely like these really feel like tvos friend. Yeah yeah how. But like google with google is just forever. You know. they'll have something to think about all the things that used to be you know about. Google reader even stepped down to stuff like the call. The google labs stuff like google sets things that. I'm pretty sure. I'm the only person that ever used that. But like and then they drop it the l. It not just for financial reasons. I imagined but they put the gutten something out of that because i'm prime and a lot of cities has a thing called prime now. Where for the last couple of three four years. I guess you get two hour delivery on just a ton a ton of of stuff and at some point during the pandemic less and less stuff was on there and like you to prime now today and there's a lot of whole foods and like maybe like You get like a s. t. card you can buy but you could use to. You could get almost anything off there so when that happens i always wondered. What did they learn from this. They they probably took something away from the prime now experiment. Anybody got my back on this. It's really changed a lot in the last few months. Has anybody else noticed that. I i thought delivery timelines slipped tremendously during covert mostly like Cranberry storefront open. But then when you go there now you get an interstitial saying why. Don't you go to the amazon app to to is Yeah i mentioned is always things can be gleaned impressed when he's willing say time warner was chastened by the failure of acquiring. Aol so much that you know so shamed them that they said we shouldn't really by warnermedia. That's that's the last time we did this No they probably they don't care. I don't think they're chasing. I think if you're if you're japanese companies there's this concept of losing face but then american companies is just glad disney didn't blacks don't ninety percent of my childhood et cetera. Just eighty five as it as it is as it is. I think i'm going to wait. Another ten years for the four k digital restoration and release of of the abyss and Aliens and all the other fox news fox movies. Hey i got really good news. I took a chance. Last month's they had a thirty dollar deal on the lord of the rings trilogy in the hobbit trilogy but they were you were a ten eighty p and i thought you know i know. They're coming out. In december with a four k. So there's two possibilities one they're clearing them out and then i'll have to buy four k. Because i've already bought these stupid movies aren't even that good but for some reason i just keep buying them in all different formats Like star wars. Yeah exactly and edgar wright movies. I just think i've just. I can't stop buying gha movies. The lord users lou album. I have every beatles album in eighteen different copies But i just figured that the lord of the rings and the hobbit maybe not good movies but they're like the wizard of oz. You wouldn't probably say in hindsight. What a great movie that was advised was but it was. It was an important culturally. Anyway i took a chance. I thought there is a possibility that will do what they've done in the past which is just upgrading to four k. And i'm very happy to say they had. Yeah so watching it this weekend. It is so it's so beautiful. it's really interesting to watch on the screen. 'cause it's much more realistic. And they really play up the spectacular highlights Lord of the rings was probably not sh- which probably shot on film right and there was shot in four k. I think was it. okay. I'm sure the hobbit was that came with four kids such a snooty white guy thing to say. But once you get into the four k. u. hd especially played from media. They're even with like local files on my plex. It's still not quite the same as like plastic disc. Get into four k. Hd it's really hard the floor change the time it was as the hdr like. I was watching manque the new venture movie which of course i can't wait to see. That is a good well. I really liked it a lot but watch mind hunter again. Extraordinary the the contrast that you get out of that and sounds dumb. My family doesn't care they can't tell seven twenty four k they don't care took the phones anyway but like i really really really notice and in a dark room. Like it's it's it's it's transformative to me in the way that ten eighty was a decade ago. Mime line in any event. That's good you've got upgraded on the store. Is that what happened. You bought and now my copies are four k and you're right they look at first you go. I think i could see the spirit of holding gandalf spirit on but then you learn to sit back and not look so close. Don't don't don't watch the twilight zone people if you watch the star wars prequels. They look like playstation two now even even on these these are later. You can tell like this is that. Cgi they're walking over that bridge but you know it's pretty obvious. The distinction between a practical effects whole practical good original star. Wars looks fantastic factor. This was never supposed to look. You're never supposed my tail. Yeah fake bookshelf and the bookshelves could be curse. Words like on the spines because it was never seen right. Now you're like. Oh my god everything so much spirit gum a really wonderful thing when you get to see like Tv tv specials animated tv specials that now being like remastered from the original like thirty five millimeter prints and and struck and blu ray or four k. Because now when whenever i watched those those peanuts specials they don't i'm used. I grew up seeing them like on antenna tv with all kinds of herringbone and stuff and they looked fine but now like every single still frame. It looks like not just not just a frame of animation. It looks like a photograph of a cell. You could tell off of another cell them on and you can see like edits that they made like in the background artifacts in lines. That are blurry and yeah. I know exactly what. I was watching the I was watching the I think it was a halloween special. And for the first time i noticed that is their scotch tape in the added card like nineteen sixties animation. Look we're a deadline. Nobody's gonna by the time it gets to their bag. Fill co in their living room right and yet. But it's it's. It's edited with an inch of their life over the years. Like almost as bad as warner brothers cartoons room for more room for these long hostess. Holly madison yeah. Not only that. There's there's the rat hole music ready but not only that. But there's there's a really wonderful side by side video of like the charlie brown. Christmas was such a rush job and they just got in by the skin of their teeth and when came as excess. They got the money to fix problems. That were always there or like dude changes things like at the end where the entire peanuts. Gang is. Like greeting agreeing. Charlie brown next the christmas tree and the gang says mary. Christmas charlie brown and then at some point later on the realize that oh. Snoopy is not a talking dog. Snoopy should not snoopy's mouths should not be saying. Merry christmas charlie brown and so they reanimated that part of it to make sure that he's just like smiling nicely and there's all kinds of things like that but yeah i i love i. That's such a great point. That's so especially with movies where nobody was even like the prints to theaters. Nobody was intending people to have this kind of resolution or the ability to stop at any one given frame and be able to examine things this way and like was nineteen. Sixty movies matt pain. I thought disney movie Like just ripped last night and the matte paintings are so obvious. Like there's like a halo around this for the live action is. This is where the person's got. This is where the the the lady walking. The dog is going to find an excuse to stop and pet the dog because in two more steps she's gonna leave the live area. The met painting. And i just i want always wonder how these filmmakers feel about like you know. What could we just down master. This just just like your these filters when you've been licensed putting in a rainstorm like do you know sometimes when you don't have a big cgi budget you could like put it in snowstorm. Rainstorm citizen kane. I think the matt still really good. I got a person of that but the openings with like the castle up on the hill. They're just they're just extraordinary. Luck this whole new thing is to re watch everything in super high rez four k and and and and i think to some degree what i ended up doing with the lord of the rings was just kind of d- focusing backing up a little bit and just because because all those movies you know with twenty four frames a second it's gonna give a dreamlike kind of smoothness and lyrical feeling to it and so all citizen. Kane's twenty four frames so you make it more crisp. You make it sixty eight hundred twenty frames. You're gonna lose all that lyrical beauty but you can focus. Your is is what i'm saying just crossing somebody who thinks those those of us who are now buying The comics that we bought in the nineteen eighties. That we're on cheap terrible newsprint with like cheap really terrible cheap printing that now we get there now we get to see them on On colony where they're taking the original stats of the original like original line art and digitally re coloring them and you can zoom in like far beyond what you can see on the because i have some original art pages but this is like far beyond that and i'm reading some of my favorite comics again. That saying wait a minute. Is there three arms on that character. They've three how notice thirty three arms on that character and the cartridges is supposed to have two arms by the way so because it was a dark month after month the no prize sin again and see Dobie lightroom is out. Now for 'em one by the way As of today you can upgrade. I shall be going home and doing that. Actually i sent a snotty nose to adobe. Because i wasn't able to install it it said absorbed. You can't install an a mixed case a apple format you have to have. Yeah it was like dudes you. Can't you telling me that case sensitive. It doesn't work. Apparently not so. I sent him a note saying thanks but my subscription was a year long subscription. So i'll get to try it. You know what i if lightroom really runs beautifully on them. One they may they may save me after all but jeez. I couldn't upgrade photoshop. Because i had foolishly formatted my hard drive case sensitive and it suddenly wouldn't work. Yeah yeah case sensitive you know how you can form it I'm trying to think. I don't even know i feel like i would bollocks set up really bad. I formatted a lot of stuff lately. I'm trying to so that me one would assume that you would want case sensitive so that you know you have lower case and upper case it'd be two different file names but apparently the adobe assumes that something with an filename doesn't matter what the case is it's the same file and that was the message i got it said no. Ken stolen it. Maybe there's a workaround. Try the affinity. Things like affinity designer. Have you tried that. That's the thing that was what i was. Part of the snotty note i sent to adobe is thanks to affinity and You know seraphin Plenty of other wonderful. Comey's doing amazing stuff. I don't really need you anymore. I i was. I wasn't i mean. What do i subscribe to subscribe to light room. Which i barely open. It's kind. i don't say wasted money. But like on the ipad. I really like pixel meter pixel mater photo. I think it's called the one that's got the machine learning stuff. That's a mind boggling. Application that i run all my good photos through but i realized i love acorn and that's kind of my forte coins. One i know i don't i. I realized i needed to do something for work. And i realized i don't even remember the last time that i even owned a vector program and i asked them. I asked people online citizen. Almost every single person said affinity designer. And i opened up. This is bananas like it's it's just. It's just wild to me. That like i wouldn't i don't want to be mean but adobe in some ways kind of feels like it's become a little bit like microsoft where they really want you to buy like the big ball of all the things and subscribe adobe three six five for the enterprise or whatever but like these are just said they're they're they work on all the different platforms. Just happy easy to use that. I guess what i'm saying is i'm so glad there's people out there still hustling. I'm so grateful for the panics. I'm grateful for the affinities. Obviously rogue amoeba. You know rules. Everything maters easing back and these companies though with the machine. Learning enhancements batted for photos. That's great pixel photo. I wish they would release it for that. I don't know why they haven't. I love pixel mater photo. I could do stuff. What i'm deleting. Offense in the middle of my phone is lot of my lizard photos. Go through that. Yeah me too. Sensitive case sensitive blizzard. k sensor drives not supported Their solution install the product onto an hfs plus or a non case sensitive drive. Thank you adobe screw you. I saw a great comment from thomas. Franken that's where he like. Since they moved to subscription they're incentivized to continually add more apps so to make the bundle more valuable instead of fixing the apps crease valium subscription and their new icons indecipherable to me. I i can't tell which blue icon which app anymore. There's a guy on get hub. Who has a fix. But his name. Is nacho libra. So i'm not sure. Not sure if i should try this Actually it makes sense. You just make a little sparse bundle volume and you can put it on there. Oh boy there's so many stories and we're gonna running at a time here Because i want to come back. I don't want him to this. One of those shows that just goes on and on and on forever. Oh no no. I got nowhere to be Real quickly here my lizard. You can see my beautiful boy. I wanna see lizards do you. Do you have a bearded dragon. He's a very sweet precious. Angel what is it is the kids that they use twitter account. Same kids do that. Or oh i you know to to to quote seinfeld. Wake me for the important meetings. I don't really have a role. I find out about things sometimes on the ride home or something. That's how we got a cat. That's how we get the lizard. Though i have to say i was pretty into. What's what's your handle band. Mando and may n. n. d. o. K. to two ends amanda areas. Well yeah come in great pat. it's very manageable pet and ask these are beautiful. These are pixel mater. He just looming. Now he's very sleepy. he's glowing is golden. He's he's he is very special. You take walks do you have. Do you have a leash. Talk about it. I see him out in the in the world. That's my friend like sticking to the park. he's like it's to be good way to meet women. Sure lady sir. Please be extremely socially distanced. Take your lizard sir. Bando mando precious angel precious precious angel Yeah he really gets around to you. Put him in the food. Savory suv eating actually. He finds baths theory really. Likes those warm beds. What temperature put whatever should i should. I set the suicide for For what track this for a lizard. Cook them just to keep company. I would say one thirty three. If that's okay. Okay good putting some time. Yeah yeah yeah. Big big big. Big big security flaw discovered On the iphone. Fortunately patched by apple back in may so we can talk about it now but it was discovered by a google's project zero is this the dos thing with all the phones shut off. Yep yep five. Packets of deaths Dan good at rs ticket. Technically called it one of the most breathtaking hacks ever because you could do it to anybody without getting their phone without getting them to do anything. It could be through a wall as long as you're within wi fi access of an iphone. But that's not the worst part that's not the way it was a buffer overflow bug in a driver for the mesh networking protocol. The thing that makes airdrop Workday wd l Kerr it's of course in ring zero. It's a kernel level driver And it parsons. Those packets In ring zero so the expert was transmitted over the air but worse it was warm -able because of airdrop so once you get on somebody's life. Let's say you want to Invade the israeli embassy. You get on some low level clerks iphone while he's out getting a cup of coffee goes back in the embassy and then Exploits every single phone in the embassy without you doing anything and myrtle that wasn't that the most incredible. The most often bone chilling demonstration. Where we're we're usually usually postscript all these all these explanations with oh yeah but the the guy has to have would have to have physical proximity to physical access to your phone to be able to again know. The demo is here is a pile of phones or pilot can doesn't have phones. Federal launched and running and have the have the logs right on and then this little this little apparatus piece of foam core push one button and suddenly each one of them starts plink. Plink plink plink whenever we whenever we phones arrayed like that. It's usually to demonstrate over time how it's faster and faster turn them on for example like see youtubers as amazing kind of like ambidextrous youtubers letter showing you before and after the things whenever you see that you wonder which one turns on the fastest and this is the opposite of that this. Is this little over here. Just shoot signal over here and then we see how fast they can all go off era fine. The good news is apple. Fix this in Thirteen five. That's the one where the covid nineteen tracing. Api was installed. I presume all of you have updated. i've learned with dismay. The georgia dow is not updating my phone to update your iphone If you're on iowa fourteen updated to this doesn't eat apps. Okay that's fine. You don't have to update your apps but if you're on iowa's fourteen year okay. If you're thirteen five or later you're okay the emoji updates coming out with your updates for the show. There you go so we know you got. I was fourteen year. You're you're good all those little box question mark things and it. Just untenable the you know. So here's the deal The good thing is completely patched the bad thing is this is as bad as an attack can be and it and as much as we would like to say oh. Our phones are secure We're just lucky that this was discovered by projects. I hope it was discovered with project zero before it was discovered by somebody else. I wouldn't be surprised if you. This is one of those things where it's really best to say to have to asterisks on that statement a lot like quote unquote testing negative for covid. Right i think what you say is the iphone is secure. As far as i know for now the british nair kind of thing like just don't act like don't act like as big. You know the white house was doing this. God love them where they would just be like. They acted like Testing before you meet. The the president was like a policy for dealing with this. And it's like well no we'll what we're it's like. It's like using your backup camera on your car to find out. If you're gonna get hit next week. We need to know we gonna find out later then the now you gotta rudy giuliani out there and bumper. Because you have a camera for next week. This is also a demonstration of how important it is to have organizations like project zero and also ample generous. Like a bug bounties because the value of this exponential by would've would've been just this this is this is like in a this is exactly like one of those like those hacker movies where one of their friends just suddenly disappears off the face of the earth and they think they've been killed but no it's just some organized crime or some foreign government has given them like a eight hundred million dollars plus a brand new identity in exchange for the the his hack against all encryption known to mankind This sort of thing. Yeah this is this is. This is the sort of thing where the government suddenly says. You know what. We're not gonna let you publish this paper We're actually going to make this a classified document that only our people get access to because this is way to valuable for us to let anybody else have it and it's also waiting. We're there's also valuable free. Did he do anything naughty. Like tell apple about it so that they can close this whole that we we absolutely want to be able to exploit without warrants. Let's get our final break in and then you're picks of the week my friends This has been so much fun. Merlin love scene again so great. I'll give you a list of the being with my ex about the podcast with merlin making up for lost. Yeah yeah you biting both of you. Guys are the post merlin. Era was no. I was at the tail end of the of the player because i remember the producer used to like have a get us both in on the call before like at the while. You still have another ten or fifteen minutes to go and so you just talk. Yeah that's really nice but like it was like having to to robin williams. just what. The world needs rounds. Good but yeah. You don't want that on a plane and you're in the middle a a couple of shows on the damn benjamin's five by five network at five by five dot tv back to work. You do that with dan. You've been doing that since Twenty eleven that's awesome and wreck wreck wreck unsaleable different. How do you say that over and over again. That's a show your listeners might like because everybody likes john syracuse arm flying monkeys reconcilable differences on relayed. Even get at tom bro- we'd have so much trouble with schiffer i love. These people should be word for these people whose names are perfect for doing the impression of them like tom. Brokaw brokaw all our show today brought to you by fabulous net sweet from oracle. If you are one of those people who is struggling anybody's running a business. Probably his one of those people are struggling. We had to get lisa a giant. I think it was a fifty nine inch screen so that she could look at all the different documents and things she had to look at all at once So that she could get the job done. If you're struggling with combining all of the different inputs you need into one place so you can decide what to do with your business. Then you gotta take a look at net sweet by oracle and that's sweet Is a wonderful solution for people who have to deal with ca. I mean it's just endless. I watched lisa doing this. You got your finance financial reports. You've got your. Hr you've got your inventory your e commerce and try figure it all out you may not realize it but quickbooks spreadsheets that big wide screen. That's slowing you down if you're tired of working on multiple platforms you wanna take your business to the next level. Now's the time to upgrade in that. Sweet it's enough. It's enough difficulty these days especially running a small or medium-sized businesses. Growing fast unique solution. 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By using that special address that kind of sends the signal that you saw it here nets sweet dot com slash twit. I'll let you start merlin. You haven't done a pick of the week in a long time. Expect the old days. I want to recommend app for would version. You get long story short for the mac and called silver. Sou l. the er silver dot app from equality. If you say so it's a sorry real quick wife is texting me. Spreadsheets and spreadsheets. A great and now like i really like spreadsheets kind of my spirit animal. I love doing things with spreadsheets. But there are some instances where it feels a little heavy to have to begin in this cell with equals that sell silver is what do they call it a playground for math or a playground for numbers since when i use spreadsheets but i wouldn't have to with this. It's what's very lightweight method for the most basic you just say two plus two and then over on the right side. It tells you that's four which you can also have variables you can do transformations on. And that's really where it comes in handy for me so i don't remember how to transform things and so Not currency so much. Because i don't have to worry about that but for example david math. I wanna know how hours in this day. I want to know. Flip another one recently. Oh yeah how many Megabits per i wanna see a show me five hundred and fifty megabits per second and then the keyword as as killa kilobits. She wants to talk to you now. Desperately trying to get might ring again At if you buy their the cool spam blocking service it only works with the with the if it's on your wrist not on your wrist regular old number and then just bug you. That's a nice thing so anyway But this is. It's so fun to play with and on the one hand it's great because you can just jump right in start using this and it'll be very handy to you but you know anything rethink of needing a combination of sort of a calculator. Lightweight calculator combined with something like A converter of some kind o n silver three which is for mac only now has sub-totals which is amazing. So you basically you're on tape. Go check it out silver. it's great. I love it. Used this. irs. Yeah for a long time. I didn't realize even had a mac. It's thirty dollars one time only but you can try it for a week or two free and see if you like it S o u l vr. And you inform me before the show. I thought because it's like solving things. It was a solution tool it was. Sol you so. I've been calling us mover soliver all. It's time it's over like it has some soul. This is the problem with the internet. The problem with the in one of the one of the problems with the internet. Let's be honest is that i could be very well acquainted with someone. I would consider them a dear friend. And maybe i don't know how to pronounce their name. Even though i've known them for ten years there was a time when you'd never hear a word out loud and you. Can you do that like hank hill. Now hall books. Sorry rene books to read books as a kid and you see the movie. I'm reading a barrack. Obama is biography right now and he said oh. Yeah he said you. Burt remember him. Empirical bama says that's yeah well actually as bad very barracas. Ane obama's people has aid. I miss your jerry lewis. It has been longtime say. I think i'm going to start specializing in the necessary. Unrequested syllable impression. It's very good brother-in-law to a really good depression. My brother yeah. Please visual impression for those fresh. You can imagine Nobody obama said that because he was book learned he did not oppress anything and he never bothered looking up the pronunciation. That's not an uncommon thing. Renee what's your pick of the week this week. So i have to The and they're not by no means. Are they knew picks. But i think like there have been newly. Reinvented with 'em one max. Because they are just so fast and the first one is apple's final cut pro. We've talked about it a lot. It's three hundred dollars. But they've done. I can't even tell now. Ten years of updates or something for free so once you buy it is basically a one time purchase and then they just keep making it better but it is so fast on the mat and of course it is because apple's controlling the silicon all who threw up through the pixels everything. But when you hit that render button expert button when you bounce that sucker. It is just every atom in that machine. Firing through the most optimized pipelines imaginable to get you time to work completion. Done if if you don't spend money on final cut pro davinci resolve has also done a yeoman's job at getting their software moved over and moving over to 'em one and the basic version is absolutely free. I used final cut because resolved. This doesn't fit my brain model of how things should work but a lot of people love it. They use it for everything. The color grading is unbelievable individually. Resolve the of a nodal editor. And it's just black magic and they make it available and some of the biggest youtube videos. Nevermind movies and things are all done through cinematic pipelines on davinci resolve. And you can get that and and use it and learn it for free and it feels like we're on the verge of just this massive acceleration of things that used to be bottle next like you would edit your movie and that was real time but you hit that button and go get not just a coffee but a coffee shop while you're waiting for it to edit and now these things are coming out so quickly especially because they're purpose built and again it's just it's just the beginning of all the optimizations for this stuff so if you've ever had a hankering to move beyond movie you've got some really really really good world class options available. I have to say when pitfall of having an m one is you. Don't wanna use non native apps anymore even with rosetta. he just wanna is it native. And if it's not i'll wait. It's yeah yeah. Premier is struggling and premieres lockable. Don't wanna use premier but they wanna use after effects and the best way to use after-effects as with premier and so they're bound to it like the dark language motions right. Yeah motion all the all. The apple was updated for launch. And it's just terrific that's really nice Pick of the week. Candy nocco Mine is an oldie but a goodie Congratulations to fantastical by flexible to one of the Of the year awards Because they totally totally redid the entire app released in january of this year. And they've been just go and bulldozer with it ever since from the very earliest days a fantastic l. Something so wonderful that you're just sort of it was sort of begging. It'd be bought by apple. And just tell you what you guys you you you. Men and women. You're now just in charge of all the calendar stuff that we do on mac. Os an ios. Because the i've never had a a calendar that i wanted to use before just by dropping down menu and saying Just saying Lunch with lunch with bad way before way before schlomo way before the assistant and even today it works better than most of those sort of things the way that lets you just simply look at what's going on in your day. They've made it more a little bit more muscular so it still works great as a personal app and there's still sort of a personal version of it. That's free now. Four like i think it's an annual subscription fee If they've made it into a much more powerful thing about bigger monster that works even better now that we spending more time in front of this one screen managing so many different people measuring so many different meetings so many different Zoom calls and chats and stuff like that Couldn't really it's it's off. Its frequent that you have an avid so good that it gets a lot of attention when i gets released and it gets the app of the year award but for for an app like this to and its third iteration say no this is enough of a change and it's so much of a rethinking of hot what makes it great and just adding turbo-jets to everything makes it great that yes. Guess what. here's another one. Congratulations for twenty twenty. That says something really about the team had flexi bets and how good they are keeping their eye on the ball there. I just love it and then pay for. It pays subscription and. I think it's native to as i remember the selling to apple which is yeah. Yeah yeah yeah and it works with the apple calendar. I mean i i agree with you andy i wish it would just supplanted but It doesn't it doesn't supplant. There's a database. Like i think all the ios apps work off collected Contact calendar database. Which is great because you can have as many or as few apps as you want. And they're just always working together. Which i think is way better than a bunch of different data cylinders. Say even though. We're not moving around much. You can also have by time or location. Say like okay. When i'm at my office. Show these calendars. When i'm at home so these calendars. It's i love that. I never don't usually clever remind me about a zoo. You are l. Drop into your alpha. Resume call click to join. Yeah it's really cover. Yeah no it's it's the. It's totally what i use on. Ios and on mac os and congratulate sports by people who love that software all the time in use it a lot and then they want it. I got a weird little pick weird device the other day that actually i love. But that's not for everybody at the good news. It costs less than airpods. Max but the bad news is it's still very expensive. It's called the remarkable to. It's a paper tablet that you right on but at four hundred bucks i'm actually not recommending for anybody. I love it but it supports. Only one Well pdf or e pub to book formats so was looking around for e pubs. And i found and this is the pick not the remarkable Standard e books dot org free and liberated e books carefully produced for the true book lover. They've taken ooh project. Gutenberg project gutenberg has all these books tan transcribed but what they've done is they've taken the transcriptions. They've corrected it and they've made beautiful editions and of course they're all older because they have to be You know opens not open source Publicist free as in beer. Yeah that's so. They're beautifully produced. This book is amazing. But it's not very pretty caliber. Yeah trying to clean it up the caliber some formatting options but this is amazing so so i'll show you. This is a. this is a book. I grew up with five children and it. I don't know if this is going to render well on. I can't yet. It's not doing it on the website very well but Really they've done a nice job. I think of me. See if i can find. Yeah i mean the typography is was well done and then they have illustrations and stuff. So i just think if you're looking for free books to put on your reader There's some real. They're wonderful books just because they're all doesn't mean they're not great books and the ragged right. They're not justify no i. I was almost going to me. I know i hate it when they do this for for my kindle in you can't turn off what monster would make that the default book not sorry not hand carved not hand just file for like an machine you got rivers and forget. It's just awful No yeah this is This is Just left justified And it's not. It looks beautiful so if you're looking for some classics they have quite a few books in here. And they're looking for volunteers. We'll take the project gutenberg version of it correct it and And make a nice production. Here's the man in the brown suit agatha christie awesome. Yeah some great stuff. Some great stuff So just to just to mention. I wanted to give a plug. Standard e books dot org. Hey we have had fun to come back from time to time or what. I got an empty. No no no. You don't want that you don't like that. A couple of years salons salon salon tro pistou every morning. I might i could. I do love it and you can bring bando by anytime. We appreciate that all i bring him on. That would be great. Thank you so to see everybody everybody. You've dot com. And you can get all the podcasts and all everything he's up to. Do you work on staffer. you a freelancer. At what do you have a. Are you gainfully employed. Are you employed sir. Is this know you know. I ns lot of how slaughter what happens you know. And it's i fell backward into it got so lucky especially now i mean my god. You're a slacker sir. He's one of us indian else nobody. Nobody can tolerate me. And i even tolerate. Merry christmas and happy. Christmas have a wonderful holiday. Thank you andy and are going to be gbh next. I'm on a date early among tomorrow at one twenty pm until one forty one forty. Five pm cody. Wgn news dot org to stream. It live or about three hours later to stream it later very nice. They're saying bring back. You look nice today merlin. We did. I thought you did. Yeah yeah yes. Are you still doing it or yes we are. It's mostly video is well. You could listen to it as audio but the video is More fun lonely sandwich or kalakculla. Yeah or california. King dot org is technically bob. Shoot the other way up in the top. Go to california kings So you have many many shows. Yeah yeah it was talking to those boys again. I miss doing this year. I love that. Show one of the funniest shows ever. And of course rene ritchie youtube dot com slash rene ritchie and. We had georgia dow on twitter on sunday and That was a good show apple. Talk your podcast you to with her is also on youtube. It was fun to have georgia on. She is so much smarter than just every episode. I learned so many things about a guy understand what technology but she explains why and it makes such a critical difference only understanding of everything. I hope it's not an appropriate. But i said you brought the brain. She brought the heart issue brussels. I love some under shores. Well yeah where. it's like. You know you you georgia in in just the cure like their laugh just no. That's a good frick frick frick and smart and find an like just whatever they're on and they're one of those like harry dean stanton kind of people were like like ebert said andy. It can't be all or emmett wash like if they're in this movie. It can't be all bad plan. Youtube dot com. You don't have a name yet. That's gonna apple talk show. Oh you got it good slash apple talk show. Yup you got one point seven seven k subscribers. So you can now. We're young feist. You can now name your show Everybody should Subscribe to that and raise show. Thank you all for being here. Hope you subscribe to us to. 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Building a New Normal: Police Reform & FreshDirect

Squawk Pod

36:54 min | 7 months ago

Building a New Normal: Police Reform & FreshDirect

"The CNBC podcast is brought to you by td Ameritrade with td Ameritrade you get everything you need to become a smarter investor. Get help from knowledgeable professionals. Get customizable tools. Get Investing Education designed just for you get no hidden fees and no trade minimums get smarter with Td Ameritrade where smart investors get smarter. This Kwok pod CNBC producer Katie Kramer today in our podcast building the new normal from safety on our streets to food in our fridges, America's see EELS, answering calls for change from their employees at and T. Executive Chairman Randal Stevenson. By career experienced anything like what I'd experienced over the last three weeks, and how the Business Roundtable. The mouthpiece for the C. Suite is thinking about calls to defend. The police does policing to change. Yes, I think the data is in, and the answer is. Yes, we're going to have to think what do we want the police force to do? Where should they be involved today? We have them involved in issues ranging from mental health to addiction. Should they be their? Class the essential work of grocery delivery is booming due to covid nineteen freshdirect CEO David mcnerney demand has been tremendous. It started in late February early. March and it's just in frankly intensified throughout this entire period. It's Wednesday July first twenty twenty way down. squawk pot begins writing. Good morning, everybody welcome to Squawk box here on CNBC I'm becky. Quick along with. Joe Kernan. Andrew. Ross sorkin and welcome to July everybody. This is the first day of the second half of the year. Markets just had their best three months in decades. The Dow saw its best quarterly performance since one, thousand, nine, hundred, eighty, seven, the SNP and Performance since one, thousand, nine, hundred nine, and then the Nasdaq, it had its best gain since one, thousand, nine, hundred, ninety nine. It ended the quarter up. More than thirty percent also take a look at the small caps. The Russell Two thousand, gaining twenty five percents just since April first, that is its best quarterly gain that we've seen since the first quarter of nineteen ninety-one. But that's because the first quarter as you probably remember really stunk up the place. The Dow is coming off of its worst first half of the calendar year since the two thousand eight financial crisis, and the S&P is not ging, it's worse first half in a decade, and it is still down about four percent on the Air Andrew and we'll see whether this market has more to roll I. Guess You could say the Nasdaq. Guys is partying. Thousand, nine, hundred, ninety, nine that that would be, we could play because at. One thousand nine. That was a song right, and so that was the best was, but remember what happened after that hangover. Very bad. Ninety nine. And we got you know also going into it. We hadn't had that, you know. Becky said it I, mean we? We sort of had this coming off of this terrible moment. The nine hundred ninety nine weren't coming up a terrible moment. We were on this sort of crazy pendulums. On long time, the moment was. Infinity Multiples of pets.com because they had a nice puppet. Ladies Reborn somewhere else I guess. After a month of nationwide protests sparked by the killing of George, Floyd, in Minneapolis lawmakers, in the House of Representatives have passed legislation in his name, the George Floyd justice in Policing Act of twenty twenty, addressing criminal police conduct, banning colds, and no knock warrants among other measures was proposed by House Democrats and passed by the skin of its teeth. The as the NAYS are ordered. Record them both by electronic device. Three Republicans Cross party lines to vote in favor of the bill, and it's now on the way to the Senate. Although there's not much hope for survival there. This legislation is part of an ongoing stalemate in Congress. Regarding police reform. Even getting to the House floor was tough a week prior to the vote House Judiciary Committee debated the Democratic Legislation and the Republicans proposed amendments to it for twelve hours Congressman Cedric Richmond of Louisiana spoke to his colleagues candidly during those twelve tense hours. Mr Chairman. Let me, start by saying I am absolutely sitting here, offended and angry as hell as a black male. Who went to the fifth best public high school in the country who was a victim of excessive force? WHO has a black son? Who has worries that you all don't and to my colleagues? especially the ones that keep introducing amendments that a tangent, a distraction from what we're talking about you all a white male. You never lived in my shoes, and you do not know what it's like. To be an African American male and all I'm saying is if your posed to this legislation? Let's just have the vote, but please do not come in this committee room and make a mockery of the pain that exists in my community. People are dying as we. So I am not interested. In moving at a snail's pace I am not interested in a watered down bill that mandates nothing. A week later as I mentioned, the bill passed while state and city legislatures prepared to vote on similar reforms New York City for example and the State of Michigan all the while president trump has vocally opposed nationwide calls to defend the police. His Press Secretary Kaley macaroni just this week. President trump stands against funding our brave police officers, keeping to mob rule and cancel culture which seeks to a race our history. Moving from Washington to Wall Street CEOS for their part are coming into their own roles in pursuing social changes that many of their employees are pushing for. The Business Roundtable is a coalition of about two hundred CEO members who lead over fifteen million employees and generate over seven trillion dollars in annual revenues, speaking for those CEOS and helping to coordinate their efforts for anti-racist. Progress is our next guest Randal Stevenson. He has been at and T. CEO oh, since two thousand seven until today he is now executive chairman. July first marks the first day of his successor. John Stinky in the CEO role Stevenson is no stranger to speaking out about injustice in two thousand sixteen at an. Event he vocally defended the black lives matter movement in the wake of the fatal shooting of Alton Sterling in Baton Rouge Louisiana and the subsequent protests. Hours. Being tolerant. Tolerant wires of nothing from you to quiet. Title to your views, jetsons without being challenged. doodle tolerant. were. Comfortable territory and understanding turn. Here's Joe Kernan, kicking off the conversation with at and T. Executive Chairman Randal Stevenson today on squawk box. The Nation's top. CEO's are joining together to push for policing policy reforms. The Business Roundtable just out this morning with recommendations for Congress and the group wants lawmakers to act before the summer's out rental Stevenson is the chair of the Bart Committee on Racial Equality Randall. Thanks for being here. We were together not too long ago on this show, talking about some similar things, and you're not new to this this whole 'cause I. Think Joe Good Morning First of all I think what's different this time. Is People recognize and accept. We got a problem and people the American public I mean the polling shows American public is is ready for something to change their ready for legislative action. And so you have a folks in the House yet folks in the Senate. Who are working this issue? They at legislation that has actually passed the house. And so now the time is right. Get some legislation pass can actually produce not just kind of figurative record, but real reform and their ideas on the table for magic. That if passed would produce ripple now if You're not some frustration by people now that Maybe it's not going to happen, because the Senate will not even get a bill on the floor debate. That's a problem because I think the time is right, and then the Bart we this the moment you need to get ready when you get our position established, and we need to push to see if we can get legislation Darning, guessing some real reforms, so everything's set the table set now I need the Senate to get to work and put a bill on floor, debated the more the more sectors, the more. group that get involved the better obviously, but I just. Can you make the case that this is the business roundtable businesses. It has to do the heavy lifting. I mean it's happening organically just across the entire. Population I. Think and the point keeps being made in in some of this, you know some of the background that the Business Roundtable was was able to help with tax reform, and you guys can motivate politicians and move on tax reform. Is that the same thing as trying to change it? Something from the ground up culturally. Is that really the role of business? Although we welcome everyone trying, but it's not the same thing is getting. Congress move on tax reform I. It doesn't seem that simple randall. I've been doing this long time. Thirteen years to CEO Thirty eight years in at Joe I. Have Never in my career experienced anything like what I'd experienced over the last three weeks in terms of. Employees broad base number of employees that are saying. What are you doing? What are we accompanied doing we? We have these values. Post them on the wall, are we? Are we going to act in accordance with these values to to value equality, and and there's a real concern, not just about our black employees. Broadbased employees and that's what's happening across America allies. Americans are saying this needs to be dealt with candidly. It's not being dealt with yet. It is stuck, and so can the business community lind our voice to this, and and do we have? Do we have a voice to lend to this. Is it relevant to the business? Can you step in? And it look I gotTa tell you if we don't have justice for all citizens, if there's a segment of our citizenry that is precluded from just try. Then you're not gonNA have tranquility. You're not GONNA have peace. You're not GONNA have civility. That's just not good for anybody whether it's business orders to communities general. Wait believe strongly. Business has a rolled lay here. That our voices relevant there a lot of areas that we are not experts on. We won't pretend to the experts on them. There are a lot of areas where we do think our voices relevant. We have things end of conversation so where that's the case for our voice, and in one of those one of those areas is. Now, we've got provisions in our police small that haven't even been legislated. They're just functions of of of court rulings over a number of years. This is the kind of thing. Legislators need to legislate on these actions. They need to put in place. Formal legislation debated in front of the American people. Let the messy work of democracy play at scores and pass laws to deal with this. As I said all hands on deck, and it's welcome for business, but how does business have a can money leverage politicians to act, and is there a way that business can? Can Somehow use that leverage to? The common personal street can't get a politician to do. Something and business might be able to you. See some. Actual method where that would work random would say it's money I would say the businesses and the folks on the Bart. We all have access to people in Congress. We have ready access where we can. We can voice these issues very directly. I spent. A lot of time over the last two days congresspeople specifically Tim Scott South Carolina, who I gotTA. Tell you at having spent. The last two days talked with him then. He has put a very reasonable starting point, it doesn't have all of the issues addressed that some of the democratic argument like to see address, but he's got a reasonable starting, and you spend time talking to Tim Scott. You see a willingness to entertain amendments, all kinds to address many of the issues. Folks from the other side of the aisle weren't addressed, but he needs it on the floor to debate, so business can lend their voice with Congress people directly, and we also look we. We are very active at the state and local level, and we have the ability of the Bart. will use its resources to begin to run ADS and direct communication to encourage our congresspeople to step up in pass legislation now they know all politics local as they say and. In terms of of Who? WHO AT and T. Hires who they elevated to management positions. Who who? Puts on the board or any company. You need to walk the walk as well. Do you think that's being done by American a business I? Think American business made a lot of progress Joe I think the events of the last three weeks had caused all to pause and say. Is it time to step up our game? Is there more that can be done. You know we at and T. you've been very diligent at ensuring. We have good representation of African Americans on our board and I. Think it starts there, and if if you don't get that part right than it doesn't slow down into the organization, but is there more that at and T.. Absolute John Stinky our new CEO and I've had this conversation. In fact, he is at a conversation with the board already on. What more can we do so? There's a lot of effort going around you know. How do we step up our game? And some of the traditional diversity and inclusion efforts that that we have been engaged in s probably not enough now, so we're going to have to take another look at this. It went gayle king. Ask You. I understand you're stepping down July first, and I'll be replaced by a gentleman named. John. Stinky, who is in? WHO's another white man that it seems like that would have been an opportunity. You have a woman or a person of Color Fair Challenge. Then you said that was a fair question. Do you think that's a fair question? Church better question I think it's a fair question. Asked of any senior leadership role at at and T.. Did you look at diverse candidates? Did you evaluate? Diverse candidates for the CEO I can tell you very specifically. The board with an elaborate process in terms of the CEO selection process before they selected John Stay would be the number of candidates outside of at and T. at there was a very good slate earth's candidates, and so when they put everything into the. Into, the Decision Bay tricks. On John Stinky. Perfectly Fair question I think the next executive position that comes up at and T.. You should assume that the board and John Thank you will ask. Are there diverse candidates? Are we looking harder? We being aggressive enough to to identify verse candidates who can fill these roles so yeah. I think it's fair, so randall the. Police reform and how we go about it. You can imagine how. This issue just becomes really a hot button issue for both sides of. Depending on where you stand, we're seeing some increase in crime and in certain areas in New York City. There's worries that you've heard about the broken window. Idea that you can't ignore broken windows. Because then it becomes, you know it starts mushrooming. Are you worried that if we start? Moving resources from police departments to other areas. Are you worried that we could see crime comeback in certain areas in? Trying to do good that it could actually be counterproductive to what we're in for the people that were trying to help because we know are a lot of crime is it's in some of the some of the areas? Know that that that we worry about in big cities. Jokes, do you worry about? Of course you? Public Safety I mean night is the whole point of policing. And we heard Nancy Pelosi speak yesterday that the Rt. she talked about this. This requirement that we address that we are attentive and very diligent about safety, so does policing need to change. Yes. I think the data is in, and the answer is yes. The policing process needs change in how police interact with the communities and particularly the blatch news that has to change. This is why you need a legislative approach to this. Joe, because if you if you just. Kind of throw caution to the wind here you will have chaos. You have to build a bridge to a new policing environment, and that's what the legislators need to address. Literally I'll just try to go from point eight point B without a bridge in between because without a bridge it you do have. Chaos and we think that's why legislators need to step. What you do, you see if let's say that you just didn't mess where to take funding and move twenty percent community funding instead if there are fewer police should it should there be the same number of police or even. Increase numbers where you need them. Doing during their job differently, or do you think we should have left police and? If you were in a police force right now W- and you were watching. What was happening around? I don't I. Don't know whether you'd really want to be a policeman much longer, but would you it? It just seems like we need to worry about both sides of that. Of course you Joe, you know. Some businessmen. And if you know a few years back, you know ten years right when I took over this job thirteen years ago, he said look this. The world is moving to wireless sweeney to reallocate capital need reality talent when the reality resources to our wireless business, and that means you're going to have to quote de-fund the wireline Business Joe. We didn't just. The next day. Stop putting capital and cost and customer care into our wireline business. We built a transition plan on. How do you get the capital and the people reallocated so that you don't destroy one as you build up a future? That's where we are policing. We're going to have to think what do we want the police force to do? Where should they be involved today? We have them involved in issues ranging from mental health to addiction. Should they be there if you just pulled the rug out, say tomorrow no. You, you will have a safety issue. We need to begin to train police officers on how to deal with these situations and over tied have the people best suited to address mental health and addiction issues addressed those, but you can't just pull the rug out tomorrow because you will have I, mean significant problems, but we need training grocers on how to deal with these situations how to de escalate violating counters, these situations and and so you have to build this bridge. That's what legislation's about is. How do you recruit from here to there? I just wonder. What the way the country is, and you know we have an election coming up. Things can can obviously change, but if you can't get Tim Scott's Senator Scott's proposals to even be considered. How far apart are Democrats and Republicans? On what needs to be done with such a? Contentious in in. Emotional issue as is trying to reform the police in this country. How how's it going to happen ran? No, but between. You mentioned Nancy Between Nancy. Pelosi and someone on the other side like a Mitch, McConnell or someone that reporting. You'RE NOT GONNA you're. GonNa be we're GONNA. Be Frustrated again as things don't come together. I find myself frustrated. Now. That's that's why the yard engaged. Because you know we as business, people think this is something that needs to happen just for good functioning society, and so step light is, and you get a bill passed out one of the Chambers of Congress House. They've done it no I actually. I kind of get a dog to what the House is done. That bill is not crazy. That bill addresses Alana fundamental issues, really important issues that need to be addressed with police reform. Should all those passing legislation I think that's subject to debate. That's why you have a sent. The Senate needs to now debate their version of this booklet and get this into conference and begin to do the hard work of legislating unfortunately. And I don't want to be partisan on this, but unfortunately we have Democrats who sent to debate the issues there. The Democrats have some very valid points that need to be publicly debated the issue of qualified immunity in your. Immunity for police officers. That is a big. Issue to be addressed by Congress, but we can't even have a debate on immunity and I actually was surprised yesterday when I spoke to Tim Scott. He has said that he is open to some some alternatives that would address the core issues of immunity. Which is you know? How do people who have been? Victims of police misconduct get compensated for that. Because of this immunity, there is no avenue for people to be compensated for for improper treatment by police is prepared to discuss other avenues. We take to address that, but this idea of immunity I mean that's a big issue. And then there's a lot of people that I've spoken to that. Are that are in the public policy domain? Domain? They're not partisan. People who say there are some serious incentive issues attached to immune be, and it needs a public hearing, and so that's why we're challenging the Senate it to work. Let's take the Scott Bill. Let's begin to debate and let's debate immunity let the public determine what immunity police officers should look like by virtue of the ballot box. We should have politics. said he policy, not courts. This issue has been established drive courts. The courts had written the law around police immunity. I think we ought to have a debate on. Important issues. I mean I. Wish you could just say it. Police need to be part of the solution. They should never be part of the problem because it's a solution that is desperately needed in so many parts of the country, and then so many cities, so nobody hates a bad cop more than more than a good cop. Right. We were trying to protect here as well. Make sure the work ending them the tools they need, and that they're not all being painted with a brush of bad cop. Because of the few bad actors, so we need reform show at. We're really. Senate to stepping-up Puskas not okay. See you later, thanks. Next onslaught online grocer freshdirect seen a huge surge in new shoppers during the coronavirus safer at home orders, but longtime customer. Becky quick kept her delivery spot. We saw things like six hundred percent increases in customers, coming in and shopping the store, which was daunting at first, but I think they did a great job Iraq. freshdirect Theo David mcenery when we come back. This NBC. PODCAST is brought to you by TD ameritrade investing isn't one-size-fits-all. Every investor has a unique style. That's why TD AMERITRADE offers two different mobile. APPs there's TD ameritrade mobile which lets you manage your portfolio with streamlined simplicity or thinker Swim Mobile, which gives you tools you need for more advanced trades, an in-depth analysis visit td Ameritrade. Dot Com slash APPs to find the one. That's right for you once again. That's TD Ameritrade. Dot Com slash APPs. This pod with Joe Kernan Becky quick and Andrew Ross Sorkin here's. Online Grocer freshdirect, introducing to our express delivery as a response to consumer demand during the coronavirus pandemic David mcnerney is the CEO and Co founder freshdirect, and he joins US right now. From the company's headquarters in the Bronx and David, first of all I have to say, thank you to you and your staff for keeping my family afloat during the pandemic. Chefs table members since two thousand eleven, and you guys were saving grace through the pandemic I. Know It was not easy I. Know you've had a huge surge in customer demand but I do have to say your staff was wonderful, and and made it so that I didn't have to go to the grocery store a lot. I think I got one of the coveted slots. Though because I'm a regular member because I've had weekly deliveries for a very long time. I do know a lot of other people out. There were frustrated because they wanted to get deliveries. What kind of demand did you see during the pandemic? And how did you handle it? Good Morning. and. Thank you for being customer the. Demand has been tremendous. It started in late February early March and it's just an you know. Frankly intensified throughout this entire period to a point where I'd say now is really. Really are strongest by of demand. We, you know. We sat some interesting shifts. We delivered to three major cities right so northeast of New York Philadelphia DC. Cities were always strong us where we saw. The big growth is probably where you are out in the suburbs. and. Yes, it's been challenging, but I think the team is done a remarkable job of rising to the challenge and really. Taking, you know we're getting to a point now where we're capable of taking all of it and we saw things six hundred percent increases in customers coming in and shopping the store. which is. which was daunting at first, but I think they did a great job reacting to it. Yeah, I, mean as a customer did notice some of the bumps along the way and I'm sure it had to do with just so many people wanting so much from you at all at once. I saw. There were different times where you all put limits whether it was for seven hundred and fifty dollar limit. Per Order or maybe it was fifty items that you are allowed to have it at one point to as much as you wanted of those fifty skews, but fifty different skews that you could have normally I would have multiple deliveries during the week from you. Obviously, because of demand I just had the one, so you must have been seeing some some real issues and I just wonder what was that? Was it trying to deal with workers and protect them trying to just deal with the flood of people coming in? And how prepared do you feel at this point? So we feel very prepared now and yes, it was all of the above. We what was interesting was it wasn't just in just an increase of consumers coming in and customers come in, but it was how much they wanted to buy. And because the delivery just as you said because the delivery slots tight people were buying more and more, and it got to the point I was anecdotally hearing stories about somebody who got a spot would buy food for all of their neighbors on their floor, and they're building, and that's why that was sort of the magic, if cross which was. To get to put a limit on it, and by putting a limit on it, it allowed us to get actually more throughput through the building, and we also did limit. The skews a little bit. I think it was. Our thought at the time was who is more important to. Let people have access to a T. bone steak or a porterhouse steak as opposed to nine different varieties, a porterhouse steak, so we said okay, let's have one available, but you know. The grass fed the organic, the prime the dry age. We're GONNA. Limit it down to, and that worked twelve force. Yeah, I appreciate that more than the dollar limit to. David just in terms of of the food supply chain and some of the issues. We've seen in the country at this point. What what issues did you all come upon in terms of what you could get access to? And are there any problems with that at this point or is that all worked its way out? For us, it was not our biggest challenge, but a lot of it has to do with the nature of business while we are very heavily focused in fresh waiting on freshman, so it's meat produce the Seafood Deli cheeses and the kitchen that prepared foods. That's what most of our customers are buying from us. And when you think about those different categories, we have really really tight relationships with all of the growers and manufacturers and the farmers, and the ranchers, so communicating with them regularly, giving them insight into what we were saying allowed them to plan accordingly for us and as a result. That was not our biggest challenge. From everything we're hearing today. There aren't really solid funny. What was your biggest challenge? The biggest challenge was dealing with trying to catch up with the demand on a daily basis. It was really tough to forecast. We would. We would see orders coming in. We had thrown him out of orders. We estimated basket size would be a certain amount and. And in reality, the basket size became a lot Lark, and that caused us to shift around. You know operation where moving to different departments, adding on more trucks, more drivers. That's really what it was. It was really pushing the envelope of how much food we could get out of each building, and we were fortunate because the building that we're in now is a sort of a massive state of the art facility that we just completed about a year, and we really just pleaded earth an antibiotic Erica and that allowed US enormous opportunities in terms of flexing to take the increase in demand without having to scale up Labour's punch I. do realize that you all are able to offer a two hour delivery now. This is the new thing that you're announcing. I would imagine that there's huge demand for that, too, and and even at this point I have a hard time getting slots for for multiple deliveries during the week. How will you be able to manage both of those things where you continue to offer an open up slots and then also make sure that you can deliver for some people at least in these urban areas within two hours. Yes, so it's. I, it starts with what is the consumer promise that will make me. What is the offering and for us? It started with next day, and then we launched the same day where we could order in the morning, and then I, and then we evolved are thinking even more to say what actually consumers about their expectations, even more to say that they wanted to right away, and that's really what prompted us to get going, but it was also about enabling you the consumer to to live the life that you want to live, which is probably not just one delivery a week where you get all the week and by adding the. It actually allows us to. To leverage the different buildings that we have, we have the main building, but it's very much a hub and spoke model that we've got where we've got the main building and then. Filter out two smaller buildings that can do the onto maps, and that's something I think it's. That's likely. Direction. That, both will be going on I. Think Consumers will be going which is I don't want to plan to provide Ed and I wanNA quickly and in this case the the. Is Less than you would see at the freshdirect sign, but it's enough to get what you need right. It should satis satisfy whatever it is that you're looking for that tech. David everybody in the grocery business is trying to do what you all are doing right now. Maybe the most notable is Amazon trying to take over whole foods. I've tried the service. It's not as good and because it's such. A high demand issue right now I just wonder if what you're doing and the success you're having with. It makes you a target for another company that would like to try and get better at this. Have you had companies reach out? That would like to potentially by you. I mean I. We are in a hot. Haida second right so online food is the topic of conversation length everybody I think we. Internally focused on. Our customers and growing our business now that's really where we put our focus and all of our attention. You mentioned the new building I was a customer through that, too, that that definitely added some hiccups and led to some frustrations, are you past the point of those growing pains, or with all of this new demand for customers coming in the door de risk running into some of those issues again? Do you need to build another new building already? Yes we are. Caves in the there were going pains. And wearing, Harley. If. You would ask me a year ago. I probably would have had a different answer for today. I am really really happy that we went through all the efforts that we did to get this building as tight as we as tight as it is right now to allow us to really grow, and he s we will we will be expanding and will ultimately will need more buildings I. Think our short term goal is do capture the northeast corridor, and then if we were GOI- weather areas, we've probably thinking about building something similar. And David. I know it's a different business, but maybe an adjacent business. I don't know if you've been following Uber and talks now to by post mates and one point they've been talks and talks to Grub. How similar are those businesses? Obviously, those are not profitable businesses yet. You're profitable. So so, we're private, so we don't comment what I would say is that we are I am happy with where we are at I'm very happy at. The short term future website to. Do you see those businesses. The Uber's the lifts. Like being able to ever get into the delivery business in the way you are. You know I don't know and I probably shouldn't upon on it, because that's really not my area of expertise I, I'm fairly comfortable and commenting on what we do, I'm standard our delivery model. I'm a fan of the way we. The way we have our. Routes and depots setup and I think it is really really. Important to control the culture all the way through which is what we do in all of our trucks refrigerated, we show the food, and when it gets down to the quality of the food. That's really important, so from diamond leaves the farm. It's refrigerated comes into our buildings. It's refrigerator and goes on our trucks. And I think that's a really important component of online food, and when it relates the quality. Time and thank you for your time today. Again thanks to your team. makes. pod will be right back. Today every answer matters more than ever before, because whether it's about health deliveries or finance. Some things just can't wait. That's why IBM is helping. Businesses manage millions of calls texts and chats with Watson Assistant. It's conversational I. Designed to help your customers find the answers. They need faster, no matter the industry. Let's put smart to work. Visit IBM DOT COM Slash Watson Assistant to learn more. That's squad pod for today. Thanks for listening squawk box is hosted by Joe Kernan Becky quake and Andrew Ross Sorkin tune in weekday mornings on CNBC six am eastern and subscribe to Squawk, pod. We are on spotify stitcher. Apple podcasts wherever you listen, and if you like what you hear on squad on, Tele, friend, Sherry is Kerry. Will meet you back here to mark. CNBC'S WORKFORCE Executive Council is the Premier Group we'll see Swede human resources executives from leading companies across the country. It offers a members, only portal and chat plus exclusive industry contact with access to breaking news calls and digital networking experiences the network resources HR leaders need now apply to the workforce. Executive Council at CNBC COUNCILS DOT com slash WNYC.

CEO Senate Congress Theo David mcenery Td Ameritrade John Stinky Joe Kernan Tim Scott CNBC New York City Andrew Ross Sorkin Joe Kernan Becky Randal Stevenson CNBC David mcnerney executive chairman America Nancy Pelosi Joe Scott Bill
John Stankey, President and COO at AT&T as well as CEO at WarnerMedia, joins Influencers with Andy Serwer

Yahoo Finance Presents

32:04 min | 11 months ago

John Stankey, President and COO at AT&T as well as CEO at WarnerMedia, joins Influencers with Andy Serwer

"John Stinky is at the center of a fight over the future of TV with hundreds of billions of dollars at stake stinky runs warner media brand that features big name properties like Hbo Turner and Warner Brothers. He also sits in the C. Suite at parent company and telecom giant. At and T. where he's the president and Coo he's here to talk about Hbo's New Streaming Service. How to compete with the likes of Netflix and Disney plus and what show will be the next game of thrones influencers with Andy. Serwer is brought to you by Verizon. Welcome to influencers. I'm Andy Serwer and welcome to our guest John. Stinky who is the president and CEO of at and T. and also the CEO of that Companies Warner Media. Business John Great to see it's good to be here. Thanks for having me so full disclosure. I worked for Yahoo which is owned by Verizon which I guess is spared that you knew that coming in so I guess it's fair to say an arch-rival of eighteenth lease when it comes to the Telco business so maybe we should start there because I wanted to ask you John About The T. Mobile Sprint. Deal that a federal judge approved last week. What is your take on that particular transaction and how it will reshape the business? I mean the judicial process was a bit surprising and I think it just adds to the list of the number of surprising judicial activities. We've SEEN OVER THE LAST COUPLE YEARS. Not Not only in our industry but elsewhere and I think probably if I step back from that as a broader issue in business I get a little concern is getting harder and harder to predict what outcomes are and if you read the judge's decision on that he kind of looked at a bunch of long standing antitrust law and said I'm not sure I can make sense of a lot of this anymore and we need to think differently about how we look at these types of transactions and that kind of uncertainties tougher business. It's tough for making long-term investment decisions and I step back from that and I worry about that at the macro level more than anything else relative to what it means within the industry. Look we're GONNA keep running our game and doing what we plan on doing. We've sit in a really good position. In the industry are spectrum. Position is in great shape Certainly one of the motivations at T. mobile sprint transaction was to improve there's The they will have an opportunity to do that. They now have a lot of execution around that to make that a reality. We've been executing on the spectrum that we have in place for many months and feel really good about our transition into five G. earlier ship there and we're GONNA continue to push on that dynamic and feel like we're going to be a really good position as we run our plays execute moving forward combination of our network strategy and how he started bringing content in entertainment into the offering for consumers. Want to dig into that a little bit more but first one more question about T. Mobile Sprint. What about from the consumer perspective? There's concern there's not enough choice once you have the big three. What about that? Well certainly the finding from the court was it. Isn't the Big Three. The finding from the court was Hinged on the dynamic that there will be a fourth new entrant Charlie Ergen however Charlie chooses to go to market and using the divest assets of those companies that are part of the transaction. I don't expect that I'm GonNa see any drop off and competitive intensity in the wireless industry to intensely competitive market today. I think it will continue to be that way. I think we have multi modal competition that shaping up where we shouldn't just look at wireless the wireless industry. We should understand that. Broadband US and connectivity is now starting to move between fixed networks and wireless networks really any network and as a result of that. I don't expect we're going to see any drop off right. Let's let's get back to the strategy that you were just touching on before what is. At and T.'s. North Star. And how do you expect to get their? What's a good question? So our North Star. I think effectively as we want to provide incredibly reliable and competitive connectivity to our customers and I believe our viewpoint of what is occurring in the industry that as connectivity becoming more ubiquitous and has customers have a more difficult time about telling the difference between provider air provider be You need to differentiate on top of that and our approach to differentiation will be what we can do to provide a great customer experience. That connectivity is global and wherever they go into as they can do things like entertain themselves on top of that. Now we're not gonNA see that. Light switch turn overnight. That isn't a tomorrow kind of thing. But if you think about the trends that have been occurring industry over time how important coverage maps were speed was maybe three years ago or five years ago. I would tell you that that dynamic and customer choice is probably a little less significant than it was today in three years from now it'll be less significant and so we need to make sure we have the right kind of opportunities for customers to do multiple things on our platforms to have an emotional attachment to the company. And that's why the push and entertainment is part of that. So that customers think about us more than just a connectivity provider that they can rely on us for that but they also have other things that they can do that are important to them so how will five. G. Change the content business. And how are you guys playing that? Well Gee I think initially will probably do less about the content business. My personal view is early on it will very much be an enterprise play We're already seen those kind of use cases pop up in the medical industry and manufacturing And I think you're going to see dynamics that occur for example on Thomas Vehicles and what starts to happen from an enabling perspective on that land replacement is another dynamic that I think we'll see in the enterprise space. Where moving from what used to be fixed and and wired lands into wireless Lans and how that opens up opportunities for firms then comes the consumer applications and on the consumer side look Augmented reality and virtual reality will be enabled by five G. And when you think about that mix with entertainment content and interactivity. That's a big change so start thinking about somebody who's a sporting arena enjoying a game and there's augmented reality and opportunities to involve themselves in the game maybe through wagering Maybe THROUGH AUGMENTED STATS. Experience at the local venue operator provides for that particular sporting event. When you start thinking about gaming in how content might move into gaming bring in social dynamics around at five G. and allowing it to be untethered as you're consuming that content anywhere I think brings in a interesting possibilities so I think what we're going to see is probably the entertainment dynamic follow. Maybe some of the enterprise stuff does a little bit of a shift from maybe the last ten years where we saw consumer start delete a lot of technical innovation and business follow. We're kind of back into that historic trend of maybe business lead in this case and consumer following. Now that's interesting. You have a broad portfolio here. At and T. And you have a pretty broad purview as the COO and then also head of the media business. I like to ask you about a few of the companies Direct TV. You guys have lost millions of subscribers there. How is that business looking in? How are you going to turn that around or pointed forward? I don't know if you've ever quote turn it around. I think direct TV operates in a space. It's a fairly mature product. Which is the packaged pay-tv business? And I would say as we expected when we acquired it and we talked about that that was kind of the peak of subscribership and we were going to see a decline over time our intent when we did that was to make sure that we could offer products and services that those customers would migrate into. Hbo Max and what we're going to do around streaming would be an example of how we take a very attractive customer base and move them into a product that has runway for the next ten years. So I don't think our objective with direct. Tv is to quote. Turn it around. I don't think Reverend AC- growth in the traditional pay TV package. The goal would be to get that customer base and move them into other products and services that are the forward leaning products and services. It's still continue to have that entertainment based emotional relationship with customers for the reasons I talked about just a few seconds ago Now in terms of how business is performing right now. I'd like to see it perform better. I think the management team would like to see it performed better. I think we should be in a situation where that business given. Its track record. And History performs consistent with the balance of the industry and we clearly have seen some losses over the last year to that have probably been slow than what has been occurring in the industry customer losses. And the kind of activities that were underway with right. Now is to make sure that that's more in line with what we see. Generally in the industry and last quarter team did a really nice job of starting to get the churn numbers back into context of what we would expect in the industry. In general we had a big launch coming up on our new software driven product which is a more modern user interface better features that dynamic will improve the customer experience and their their relationship with the product moving forward which will further help us not only manage churn but also Dr New Gross adds into the business that we wouldn't get otherwise for maybe a customer that said you know. I'm not really enamored with a satellite only product. So good things coming to do that. But let's face it that businesses not going to be a growth business moving forward you mentioned. Hbo Max I want to ask about that a little bit more and streaming of course. Which is you know something that you obviously are. Keenly focused on is cable dead. John Are you more worried about say Netflix now than you were traditional cable. And how does? Hbo Max Fit into all. That cable. Certainly isn't dead. I mean let's say connectivity isn't dead right it's it's becoming more and more relevant every day. Think about all the aspects of our life is. We talked about that. Whether it's wireless connectivity or fixed connectivity that your foundation of what you're doing at any given moment of the day is attached to having some ability to communicate or run a data session network so. I think it's actually becoming more important and having good high-quality connectivity is more and that's fundamentally underpinning Y at&T of US investment in that space whether it be five G. or fiber is still critical to our future is the bundled. Paytv package run. Its course Yeah it's run. Its course in terms of peak and it will. It will have a decline like many mature products that have been around for decades Experience and go through and so I expect that will be the case and customers in terms of their consumption of general entertainment content of founded better way to do that. Which is I want to watch what I WANNA watch when I WANNA watch it and also known as streaming and it's important that we position ourselves to be in that space That doesn't mean that we won't still have news. Sports maybe unscripted content that has social characteristics to things that are time and place specific like people want to sit down on a Tuesday night. Watch the bachelor Because it has some social relevance in some momentary unveiling that make it relevant. I think the traditional pay TV products still has a space for that and we'll continue to be viable for a long period of time as a result of that's the most efficient way for people to see that kind of content and programming. We Wanna be in both spaces and we WANNA product ultimately merged together. And I think we're incredibly well positioned to do that. Some people have questioned the HBO Max Strategy. And that it conflicts with other strategies internally. I think there was an article in the Hollywood reporter about too many cooks the kitchen kind of thing. Can you respond to that? I thought that article in the Hollywood reporter was frankly of really bad piece. And I don't think it was based in any reality I don't think anybody who runs around this business things. We have too many cooks in the kitchen. I think what we have were focused on ensuring that were migrating our business to have the right platforms in the right way to engage with customers moving forward and if somebody isn't stepping back and asking. Gosh you know is the distribution changing is general entertainment content distribution changing and asking what we should be doing to adjust our models and shift our behaviors shift. How businesses are focusing. Then they're asleep at the switch and the fact that our businesses doing that responding to these changes I think is a positive thing not a difficult thing and I believe if you were to talk to employees inside Warner Media and say did they feel like it's necessary for us to look for other distribution options than the pay TV package and that maybe we shouldn't entirely index all of our theatrical development on releases into theaters. They probably say based on how consumers are choosing to do things. That'd be a wise thing if you're running a business and I feel very comfortable with our addressing those things and frankly I'm proud of the management team and what they've been able to do to adjust their approaches to things and make as many changes as they have over the last year to start thinking about these evolving distribution models. I want to ask you about the integration of. At and T. And Warner and how? That's going it's been a while now and then also ask you. Do you think John that. President trump through the Justice Department tried to block the deal. I really don't know what went on behind the scenes. I know firsthand information running like that As I said at the opening of our discussion here the fact that it was challenged was a bit of a surprise to me based on historic judicial review Precedent and how people looked at that. I wouldn't have guessed that would have been the case the day we announced the transaction given what we've seen over decades of antitrust law so certainly it was a data point as I mentioned earlier around our standards of all are things changing. And how do we predict what is going to be challenged? What isn't going to be a challenge? What will be approved? And what's the process around two years for a a sprint team? Oh Transaction Review and approval ultimate challenges. A long long time. It's tougher business so I was a bit surprised by it but I have no idea what you know. The foundation of was and you know. Fortunately we have great institutions in this country and I think in this case the facts and the data were put out there and I. I'm comfortable having watched the entire judicial process. That justice was done in the facts were put on the table and further. I would say if you look at what's happened in the years since the approval or a little over a year and a half now. The markets have developed exactly the way that. At and T. And Time Warner represented. They would in the in the trial and many of the things that were being challenged by the government at that time. In fact or irrelevant and dropping in significant. So I I really don't know the foundation of it in terms of how the integration is going really pleased about it. We've already indicated that you know we're well on track to achieve the expense synergies that we laid out for the business and You know now. This year is about seeing some of the advertising synergies that we expected to show up but more importantly about using the combined capabilities of. At and T. And Warner media to be able to offer new products and services you know the innovation and the customer choice that will come with. Hbo Max and the Foundation of that as a platform to allow us to not only have a subscription service but an advertising service. I think it would be great for the industry. It's going to be great for the consumer and so this transaction really is about that new choice and looking to that Corinne in the market. You guys have Stopped allowing net flicks to distribute some of your content right and some suggested. Well that's what the government was concerned about. Is that an issue. The government wasn't concerned about that. The government was concerned about whether or not there would be A restriction of offerings in the pay. Tv Bundle to other distributors. Which you know couldn't be further from the choice we Further from the fact we continue to be very aggressive maintaining our distribution relationships. And in fact I would tell you. It's probably been the opposite where we've gone out. Oftentimes offered distributors very competitive packages. Attractive options to do that. Maybe they've made a choice not to distribute Because the markets are changing and evolving. Maybe they don't need to have the traditional content that we've offered within the pay. Tv Bundle because customer choices shifting. And that's exactly what we said would occur in those are distributors making choices to do that not us restricting them from doing that I in no way shape or form. Think that there's any way that you could say that if somebody chooses not to license a particular content to a competing service but it's widely available for folks to go and get somewhere else that that's a bad thing for a consumer in fact you know we see customer choice with Disney plus and apple apple plus and Hbo Max Netflix flicks. That's a good thing. Customers are getting choice. They're out there making decisions as to what fits for them. I think that's exactly what we want. Markets to do and we continue to license some of our content as we said. We're not an all or nothing proposition around here. The studio continues to provide content to third parties. We continue to do development for third parties. We think that's a healthy media business when we're serving the entire ecosystem and we'll continue to do that so John Urine old telco. I shouldn't say you grew up until you grew up in the Telco business so stipulated. Okay how do you? How did you get up to speed with all this content and all these different brands? And it's it's it's a totally different world from the the way you sort of learn the business isn't it? It's invigorating right. I mean it's I I'm in a very I think enviable and unique position to be at this point my career and be stimulated by having something. It's very different from how I grew up. And what I worked on I find it incredibly interesting. And it's not hard to have the energy to get involved and try to understand and work through these things I will tell you. I think if we go back to what we just talked about in terms of. How the industry's changing not not just median telecommunications but virtually every industry direct customers. You've got a challenging business moving forward. I think that's what we know about. This hyper connected platform centric Internet era and when you think about the expertise that I bring in from my maybe I thirty four years of working in industry. I understand how to manage customer life cycles. I understand technology and platforms. I know how to manage a customer acquisition funnel and deal with things like churn dynamics What I probably have really no foundation and has had it worked creative side of content development. But when you think about what's necessary moving forward you you really need distribution you need technology and you need the content together and so you know my job is to get all the people who have expertise in those areas working together to move forward and I think I'm reasonably well equipped to do that in this changing environment. Either you've got to come from a content background and learn technology and distribution or you gotta know technology and distribution and figure out how you bring content folks in and that's the reality that I think. Many in this industry are coming to grips with so many different brands and CNN. I think we've got it right. There is one of them has been in the president's crosshairs and that's a positive and the negative in the sense that there's a tremendous amount of viewership that has accrued to CNN. How is CNN doing right now? Cnn's doing great. Jeff Team are doing a wonderful job. I I wouldn't say that. Cnn per se is exclusively in the president's crosshairs. Actually say that media the doesn't subscribe to the the president's narrative is in the president's crosshairs and You Know Look. I think our point of view is CNN and any other media should be in the role of telling the truth and reporting the facts. And I think we do a darn good job of that each and every day and it's tough environment it's a tough environment ascertaining. What in fact are the facts and I would say. It's far more complicated than it ever has been ten years ago and I'm proud of the way the CNN team works through that on a daily basis. The complicated environment were end. Makes it more difficult to be accurate? Each and every day there are new ways. You have to validate that. In fact you're bringing the right facts out to those that are consuming it and do we make mistakes sure when innate the mistakes. I think we acknowledge that we make mistakes but by and large. I think we do a better job than anybody else. Out there of ensuring the facts are reported and reported in the right way and I think that's necessary for a functioning democracy. I think it's a key element of what keeps our systems that I talked about earlier working properly and I'm really proud of the role that CNN and the team plays in doing that kind of adjacent to that. John facebook Google social media twitter. Are you concerned that those platforms have too much power? I'm really concerned about the concentration of economic power. That's occurring in some of the new tech companies and of course then what occurs in terms of their practices around how they think about those platforms influence in society. And I you know I heard some comments. The other day that Mark Zuckerberg made it said. He's thinks he's somewhere between a a distribution company like telephone company and Media Company and therefore they should be handled differently. And I kind of Said you know why did aditorial integrity show up in media companies? You know what came first will editorial integrity and editors arrived because people needed to make sure that their source of information was in fact doing that ethical and fair reporting that we just talked about and so. I don't think you can sit here and say well. Just because I'm not a media company I shouldn't need editors because if that's where people are consuming facts and information and if you're aggregating and producing that to move out then you probably need to think about what the editorial integrity of your platform is. I think we're going to be into Some interesting times in the coming months and years around how that evolves and I do think it's an area that we need to have a broader social and civic discussion on around what we want as a society and let's productive for US maybe more regulation. I think it's inevitable that there's going to be some more regulation on some of the tech platforms based on what we're learning. And what we're seeing in terms of how they're operating their businesses another interesting company in the news right now is wall way and I'm curious to hear what you think about. While away technology quip being used in the United States and in Europe will look. I think You know I've been in the network business for large portion of my career and I've kind of gone through this this evolution of the hyper connected environment and I think we're always going to have security threats And they change The the the reality is it's a little bit like playing whack a mole. Something is identified. You learn how to deal with it. You beat it down and then you know very creative people come up with something else and I think Wa wa in the dynamics of where equipment sourced from is today's story of probably what will be another chapter in a book three years from now with something else that we're all dealing with and it may not be it may be some other dynamic that we're dealing with. Do I believe a healthy environment for those of us who deploy infrastructure for communications is that there are multiple suppliers an innovation occurring in multiple places? In that we are able to ascertain that the integrity of the supply chain is in place. Yes I do Do I think we're in a situation right now? Where if you look at the concentration that's occurring in a particular type of communications equipment in this case. Mobile is getting too focused on a particular company in one where the supply chain is a little bit opaque. I think there is some risk of that. Right now Do we need to take steps to adjust to that risk to any other security threat that we've identified over the last decade and tried to respond to. I think we do in my confident that through a variety of good management techniques and policy that that can be done and we can assure that there's multiple providers of equipment that can sustain itself on a global basis. And bring good services to consumers that we can rely on. I think we can do that. but there are some tweaks need to occur right now to ensure that that's the case as we move down the road for the next five years you had an activist investor. Elliott management rattling. Your cage a bit Where does that stand right now? And if you made peace with those guys I think we have clearly are of like mind. And what we're doing to manage the business moving forward and if that's using your term making peace and yes we've made peace. I think most important for this management team is we have to deliver on. Our commitments are We have part of that activity with Elliott was to be clearer and communicate out to our investor base. What our intentions were. And it wasn't that we had differences of direction I think Eliot was right and maybe pushing us to be a little clearer and what some of our direction was and how we intended to approach capital allocation and the strategy of the business moving forward And we were articulate and doing that and now our job is to make sure that the management team actually delivers on what we have communicated in terms of what our three year plan is and how we're going to allocate capital and offer Competitive Returns to our shareholders and In that regard. I think we're all good. And our job is of course to make sure we deliver on that and and bring the Bacon home so that not only Elliott but more importantly our broader basis shareholders feels like their trust in. At and T. Was well rewarded reducing debt. Part of that. We've done a great job on that and I would tell you. I think we're in a very comfortable position right now. We've talked about that extensively over this past year. We made a commitment that we would be a two and a half times EBA by the time we exited. Two Thousand Nineteen we. We hit that on the mark We've given some guidance. We'll continue to do some debt reduction as we move forward over the next three years. But more importantly we issued a lot of shares to acquire Time Warner as well not just dad and Retiring those incremental shares that we issued Is another key important aspect of how we're going to work on capital allocation over the next couple of years and when we have the debt structured in the way we do it's ladder out in the fashion that it is and we've done a really nice job of stretching out when you're looking at The kind of infrastructure. That's in place when you look at the difference between interest expense in our dividend yields It's you know it's a prudent thing to maybe be a little bit more focused on managing equity issues right now not turning away from debt but balancing that out. How do you in Randal Stevenson? Ceo worked together The same way we have for probably the last fifteen years we. We work really well together. I think we've had a productive and and What I would call agile relationship? I think that's probably one of the things that makes it work well as I know him well enough that I have an idea of how he thinks about things and I think he knows me well enough that he has an idea of how I think about things and that shorthand helps in a business. It's moving quickly. And we need to Jill dougherty and we check in on the right things that we need to check in and keep each other informed of and at the same time there's a degree of trust that I can infer what direction he'd like to go and they trust me to make those decisions by enlarge on most things day to day. That aren't you know significant that require us to check in from a governance perspective so it's a very fluid and productive relationship and one that I think is built on a foundation of mutual trust and knowledge of how the other behaves and how they think and John. Finally programs called influencers. And so I'm curious as to how you see you using your influence on the world you know. That's that's a good question and he. I have to be honest with you that If I were to maybe critique one of my weaknesses as an individual is I tend to come in everyday thinking about what I need to do within our company and around the people I work with everyday to run the business better. We got a big job a big job. There's a lot going on any given day. And that's you know what I get a lot of energy out of and that's what I get a lot of satisfaction out of sometimes. Maybe underestimate what that means in terms of the influence and cycle outside of. At and T. or outside of the areas that I'm directly responsible for Is I think today about where I would really like to make a market. You know things we're working on internally spent a Lotta time talking about diversity and inclusion not only within our workforce but in the content that we're creating that moves out into our customer base I think there's a lot of work to be done there. And I think we're leading in many respects but we still have a long road to go to get ourselves into a structure. An approach that makes sense for society and the markets that we serve so. I think there's some influence that that will ultimately drive over time. Look I think the fact that we run very connected business and we CONNEC society and the dynamics around what our technology can do to manage things like global warming and the environment and how we can enable changes in work models that make transportation more effective. I think that's really important stuff right now with. What's in front of us and I don't underestimate just doing our job every day. Well to provide this ubiquitous connectivity that allows commerce and innovation spawn as being a really significant thing that I do every day and the team around me does John Stanky. Coo OF AT and T. CEO Warner media. Thanks so much for your time. Thanks for spending time with appreciate it. You've been watching influencers. I'm Andy Serwer. We'll see you next time.

CNN John Hbo Andy Serwer Netflix president and Coo president and CEO Hbo US Warner Media general entertainment T. And Warner media CEO T. And Warner Disney Verizon COO
Apples New Watches, iPads and Subscriptions  DTH

Daily Tech News Show

06:30 min | 4 months ago

Apples New Watches, iPads and Subscriptions DTH

"If daily tech headlines Helps keep you up to date. You could support the show directly check out the description make a one time donation. Daily Tech headlines Sponsored by vast business. Make sure your business isn't in the news for a cyber attack. A vast delivers all in one cyber security solutions bill to offer maximum protection even for businesses with limited resources, get cloud security that's powerful and easy to use and right now you can get twenty percents off when you use the code a vast twenty keep your business systems safe by now at avast dot com forward slash business. These are the daily Tech Headlines for Wednesday September Sixteenth Twenty twenty I'm Tom Merritt Apple announced two new watches. The Apple Watch series six now features blood oxygen measurement and always on ultimate and runs on the six chip for faster performance ships Friday for three, hundred, ninety, nine dollars or four hundred, ninety, nine dollars with a built in cellular connection and the Apple Watch s e a more affordable watch with fewer sensors. No always on display. Running on the s five chips starting at two, hundred, seventy, nine dollars, the series three apple. Watch will remain available at a reduced price of one hundred, ninety, nine dollars all at the highest level edition versions of the watches will ship without a power adapter. Apple also announced a program with the government of Singapore were users of the Apple. Watch can earn up to three hundred eighty dollars for engaging in healthy behavior like exercise and flu shots. Apple launched a new IPAD air with its newest mobile chip, the a fourteen bionic made on the five nanometer process. The IPAD air has a ten point nine inch display with twenty three, sixty by sixteen forty resolution uses USB see instead of apple's lightning ports and supports Wifi six. The IPAD air starts at five hundred ninety, nine dollars available next month a new entry level ipad eighth generation was also introduced running on the twelve by chip starting at three hundred, twenty, nine dollars or two hundred, ninety, nine dollars for the education market that one's available Friday. Apple also introduced apple fitness plus a service that includes video lead workouts like yoga cycling, dance Treadmill, and more viewable on your apple TV iphone or ipad with immigration to Apple Watch apple fitness plus cost nine dollars ninety nine cents a month or eighty dollars a year when it arrives sometime before the end of the year, apple also announced subscription bundles that will group I. Cloud, storage apple music, apple TV plus an apple arcade together for fourteen dollars and ninety five cents a month or in a family plan that allows more users and more storage for nineteen dollars. Ninety five cents a month. There's also a premier plan that adds more storage and news plus and fitness, plus altogether for twenty nine, ninety, five, a month plans will arrive this autumn. Apple announced the official versions of fourteen ipad fourteen watchos seven TV os fourteen are now available for all users. Many developers complained that the announcement took them by surprise saying not all developer tools were ready for the new versions of the OS. Apple normally gives developers a week's notice to get updated. APPS submitted to the APP store. The European Court of Justice ruled that excluding data consumption from a customer's data cap after it has exceeded the data cap something called zero rating violates a you rules on net neutrality several. European carriers offer packages that exempt certain APPs like facebook or twitter from counting against data caps, and a case against Hungary's Telenor for such a practice had been referred to the same. Guber safety driver Raphael. Has, been charged with negligent homicide in the death of the Lane Herzberg and Tempe Arizona in two thousand, Eighteen Vasquez was watching an episode of the voice on her phone when the self driving car hit and killed Hertzberg Vasquez pleaded not guilty and was released awaiting trial scheduled in February. Buber was not charged but the US NTSB said Uber Inadequate Safety Risk Assessment assessment procedures and ineffective oversight of vehicle operators were contributing factors. Amazon music now offers podcasts with more than seventy thousand shows on the platform. Some shows are exclusive like the first one from Dj college disgrace land from. Iheartmedia we'll also becoming an exclusive to Amazon in February. Go pros hero nine black camera is now on sale it has a front facing color display twenty megapixel stills five k video at thirty frames per second or four K. at sixty frames per second and a removable one, thousand seven, hundred, twenty, mil amp hour battery Amac's Lens MoD, for a wider frame and horizontal leveling will be sold for ninety nine dollars separately in October the Gopro here nine black is available now for four, hundred, forty, nine, nine, thousand, nine, or three, forty, nine, Ninety, eight when purchased with a year gopro plus subscription the cost fifty dollars a year. At and T. CEO John Stinky said, the company is considering offering less expensive wireless phone plans subsidized by advertising next year. Thank you said, the ADS could reduce of bill by five or ten dollars boost mobile, virgin, mobile, and Amazon have all tried ad-supported phone plans in the past. Thank you said an ad supported Hbo Max Would Be Foundational Offering and that at and T. engineers are already creating unique customer identifiers to identify users across multiple devices. Scientists. Had Australia's Menashe University have produced device that combines cameras, sensors and implanted micro electrodes to restore vision to blind people. The system works in preclinical trials on sheep and the first human clinical trial is set to take place in Melbourne video is interpreted by a vision processor and then wirelessly to a set of tiles implanted in the brain bypassing the optic nerve the tiles convert the images to neural impulses. Finally. Sony denies that it has reduced its production. Of PS five units Bloomberg reported that Sony would reduce manufacturing by four million to eleven million units by March due to low yields from the AMD system on a chip among other reasons. Sony. Told Games Industry Dot Biz quote the information provided by Bloomberg is false. We have not changed the production number for playstation five since the start of mass production. For more discussion of the Tech News of the day, subscribed to daily tech new show, DOT COM and remember to rate and review daily tech headlines. Wherever you get your podcast. Thanks for listening. We'll talk to you next time.

Apple Amazon Tech News Tom Merritt European Court of Justice Sony Bloomberg Melbourne negligent homicide Hertzberg Vasquez NTSB Arizona developer Australia
NPR News: 03-18-2019 11PM ET

NPR News Now

04:57 min | 2 years ago

NPR News: 03-18-2019 11PM ET

"Support for this podcast and the following message. Come from Comcast business having the nation's largest gig speed network was just the start. Now, they're providing gig fueled apps and solutions that exceed expectations and help businesses perform Comcast business beyond fast. Live from NPR news in Washington. I'm Shay Stevens. Hundreds of homes in the midwest are inundated after rivers and other waterways spilt or banks in the wake of heavy rain and snow melt, the US army corps of engineers says some two hundred miles of levees have been breached in the region in northern Illinois w NIJ, Sarah. Jessica reports that the national weather service has issued a flood warning for parts of Winnie Bago county. The town of maturity park saw the rock river swelled to more than five feet above flood stage in some areas. Dave Brown lives on the riverbank and his backyard is flooded a collection of hoses run from behind his house, spewing hundreds of gallons of water from the basement back outside always prepared Brown says he still surprised at the damage. Yeah. Really? Because when we moved in here, they said, well, the last big flood we have is in two thousand eight well, this is two thousand nineteen and this is our seven flood in this just surpassed two thousand eight. The national weather service predicts that the county could see more heavy flooding in the coming days as snow melts and rains fall. For NPR news, I'm Sarah Jasmer in northern Illinois. A US house panel has received thousands of pages of documents from some of the individuals entities and agencies as to submit the information for probe into alleged public eruption abuse of power and obstruction of Justice by President Trump and some members of his administration NPR's Tim Mack reports that eighty one source as were asked to submit the documents by today, the House Judiciary committee has made arrangements to receive documents from quote, a large number of those they contacted two weeks ago. But the panel didn't specify precisely how many or who chairman Jerrold Nadler said the committee is in discussions with others who have not agreed to the congressional panels requests the demands include a variety of documents from figures across the Trump universe. The house panel asked some about contacts with Russians. Others about a proposed Trump project in Moscow and yet others about possible. Obstruction of Justice. The wide-ranging document requests are part of the committee's efforts to begin a probe into the president and is meant to provide direction for future investigations to MAC NPR, news, Washington and Pennsylvania of former pediatrician will spend the rest of his life in prison for sexually assaulting dozens of children. Seventy one year old Johnny bardo has received a sentence of seventy nine to one hundred fifty eight years behind bars for victimizing generations of miners. Most of them patients. Forty two year old Jennifer against us. She was one of Bartos victims years ago. This predator should have been stopped victims came forward. But no one would listen, no one would believe no one would do anything. Prosecutors say Bartos victims including two members of his own family. Linda Barr says her husband spent his whole life sneaking around in lying to hide his sinister activities. You're listening to NPR news. The supreme court has agreed to hear Virginia's plea to reinstate the life without parole sentence of Lee Boyd Malveaux, the accomplice in the two thousand to Washington area. Sniper shootings Malveaux who was seventeen when he helped John Allen. Muhammad killed ten people in Maryland, Virginia and Washington got life without parole in Virginia. An appeals court in Virginia said he should be resentenced the head of the Warner Brothers studio the stepping down following allegations of sexual impropriety, then PR's mentally ill Barco has that story in a memo to his staff Kevin Suji HARA wrote that after twenty five years with Warner Brothers. He is stepping down as chairman and CEO it has become clear. He wrote that my continued leadership could be a distraction in an obstacle to the companies continued success so g HARA is under investigation for his past relationship with actress Charlotte Kirk earlier this month, the Hollywood reporter published texts between them that revealed. He was pushing. For acting auditions for her though, he admits having made mistakes so g HARA has denied any wrongdoing. Warner media CEO John stinky said in a statement that he will share an interim leadership structure tomorrow. The studio is part of a just completed acquisition by AT and T Monday, the vertical NPR news, LeBron of Zimbabwe, Mozambique that is says the death toll from a cyclone in the south East African nation has now climbed to more than one thousand and neighboring Zimbabwe and Malawi the number of confirmed. It is approaching one hundred with hundreds more missing Wall Street stocks close modestly higher today. The Dow gained sixty five points. This is NPR news in Washington.

NPR Washington Kevin Suji HARA House Judiciary committee Virginia Comcast Winnie Bago county Illinois NIJ NPR Muhammad Shay Stevens Dave Brown Charlotte Kirk Lee Boyd Malveaux Warner Brothers US army corps of engineers midwest maturity park
Khronos Group Releases OpenCL 3.0  DTH

Daily Tech News Show

05:49 min | 9 months ago

Khronos Group Releases OpenCL 3.0 DTH

"These are the daily tech headlines from Monday. April twenty-seventh plenty twenty. I'm rich drop. Alina the kronas group the Provisional Open Three Pineau Standard the latest update to the open framework for programming. Gpa's and other compute accelerators. The new version reverts the core. Api to a fork of open seal. One point two with everything released as part of the open. Co Two releases made optional components giving platforms and more control over what features the integrate as Ryan Smith at an anti points out this is largely reflection of how open sale consortium members are Deploying Open. Seattle with open seal to to released in two thousand seventeen not seeing support from invidia Intel. Amd or embedded device makers kronos hopes to have the standard ratified by members in a few months the Wall Street Journal reports that according to sources apple production next generation. Iphones is about a month behind schedule. Indicating a later released. In the company's typical September target company also reportedly cut its July to December build estimates by twenty percent as more production is pushed to 2021 judge Timothy Kelly of the US District Court for the District of Columbia approved. The deal reached last summer. That will see facebook. Pay Five Billion Dollars to the Federal Trade Commission over Privacy Violations. The fine relates to facebook failing to do enough to make sure third parties protected user information including Professor Alexander Kogan who shared facebook user information with Cambridge Analytica without seeking permission to share it. Francis for psychoactive appeals upheld. A lower court ruling ordering Amazon stopped delivering nonessential items in the country to protect workers during the Kobe. Nineteen pandemic under the ruling. Amazon can only deliver health items food. Pet Food and electric's all it does risk evaluations in consultation with French. Unions Amazon faces a fine of up to one hundred thousand euros for each non-essential delivery Germany's chancellor minister. Helgi Braun and health minister. Young spawn announced that the country would adopt a decentralized approach to contact tracing for Covert Nineteen. German authorities had previously backed the Pan European privacy preserving proximity tracing plan to develop a tracking system that would give health authorities centralized control of the data. According to sources speaking to Reuters Apple refused to Change Bluetooth settings I o s to allow for the centralized approach according to the announcement the trading system should be voluntary meet data protection standards and guarantee a high level of IT Security Australian Prime Minister Scott. Morrison announced that the country's Kovic save contact. Tracing APP has been downloaded more than two million times. Morrison said mass adoption of the APP and brought her testing are prerequisites for easing social distancing restrictions in the country with the government saying at least forty percent of Australia's population needs to use the Kobe. Safe APP FOR IT TO BE Effective Bill Gates announced that the bill and Melinda Gates Foundation would turn it's total focus to feeding the cove in nineteen pandemic this will shift the charity's work from HIV malaria and polio research. And even the foundations educational efforts will shift to focus on facilitating online. Learning the Gates Foundation has the largest charity endowment with over forty billion dollars during Netflix. Earning call chief content officer Ted Sarandon said the company slate of twenty twenty films and series are largely in post production. The company doesn't anticipate substantial changes with twenty twenty release schedule. Serandon said that. This is largely because netflix releases entire seasons at once so most serious shot in advance of release that flex currently has over two hundred projects being worked on remotely with plans to release more content in twenty twenty than twenty nineteen. At and T. CEO. Randal Stevenson. We'LL STEP DOWN TO LIFE. I and Coo John Stinky we'll take over SEO. Randal Stevenson will remain executive chairman of eighteen board until January stinky was president and CEO of. At and T. in September and gave over control of Warner Media Division. Two former Hulu CEO Jason Calar earlier this month. At and T. Recently settled a dispute with some investors over the direction of the company. Agreeing to make no more major acquisitions and separate the role of CEO and chairman of the Board. The analyst from Kansas reported that smartphone shipments in India increased thirteen percent in q one with the Chinese smartphone maker Vivo overtaking Samsung for the number two spot in the country. Be grew shipments forty nine percent to six point. Seven million units as Samsung saw shipments fall. Thirteen point seven percent to six point. Three million the oem real me also saw strong growth in the quarter. Growing shipments two hundred percent to three point nine million units overtaking UPO for the number four spot in the country. Jami remained the largest smartphone. Oem in the country. Growing shipments eight percent to ten point. Three million units on April seventh. What's up implemented a limit on highly forwarded messages allowing users to forward these onto one user or group at a time down from five facebook. Says it since that change the spread of such messages has been reduced seventy percent globally facebook previously limited? What's up forwards to five recipients in two thousand eighteen which it said reduced forwards on the service by twenty five percent and finally Travis Scott grew twelve three million concurrent fortnight players to a fifteen minute live virtual performance breaking the record of ten point seven million set by marshmallow in February twenty nineteen. The number does not count views youtube or twitch. Remember more discussion of the news of the day Subscribe Daily. Tech new show at the new show DOT COM and remember to rate and review giving headlines. Wherever you get your podcast thanks for listening. Photokina next time and all of us here at daily tech headlines Remember have a super sparkly day.

facebook Amazon Randal Stevenson Kobe Netflix Morrison Samsung Apple Travis Scott Bill Gates CEO Alina Gpa Gates Foundation Federal Trade Commission Timothy Kelly Wall Street Journal Amd Seattle