19 Episode results for "Munster"

Mac OS Ken: 03.04.2019

Mac OS Ken

14:19 min | 2 years ago

Mac OS Ken: 03.04.2019

"Yeah. This is MAC OS, Ken. When apple met shareholders, Mr. Munster talks, apple and five G and investing in journalism for democracy. It's Monday the fourth of March twenty nineteen I'm can Ray. And this is news from Moco west can brought to you by yours. Truly and supported by people like you patrons through patriotic find out more in than your support that patriot dot com slash Matha. Wiscon-? So it sounds like apple and a group of shareholders had fun on Friday as had been announced. Apple's annual shareholder meeting was held on the first of March at the Steve Jobs theater at apple park in Cupertino. Most of the write ups, I saw of the meeting focused on a proposal by the National Center for public policy research, a right-leaning organization that would apparently like to see more, right? Leaning members on Apple's board fun. Fact, this is these same organization that at the same meeting five years ago, tried to get up to spell out the costs of its sustainability initiatives and to commit to focus on profit over every other consideration. One wonders which is their greater interest seeing changes at apple or seeing their name in the paper, whichever the case apple had an answer to this year's proposal business insider was among the sites that highlighted the issue. According to the peace and his comments later cook argued against the notion that apple should query potential employees or anyone affiliated with the company about their political beliefs as a gay man from the south. He learned not to ask people their thoughts on homosexuality because if he had done that you don't have a lot of friends he said, I don't check people at the door as to who they are. And what they believe he said, I care about skills and capabilities and contributions apple focuses on promoting certain policies, not on partisan politics. Cook said, it support pro environment and pro immigration policies it backs diversity and privacy. But it also. Believes in capitalism. He said as for the National Center for public policy research proposal, it fell hard according to business insider, although supporters of the proposal were well represented in the audience investors as a whole overwhelmingly voted against it. According to a preliminary tally released by apple the measure, secured just one point seven per cent of shareholder votes, while the ideology issue got most Fridays ANC, it was far from all the company covered. The piece on the meeting from Bloomberg had apple CEO, pinning an exciting though vague picture of the company's future. According to that piece. Cook said he has never been more optimistic about where the company is today, and where it's heading and a pep talk to investors cook said, the iphone maker is planting seeds and rolling the dice on future products that will just blow. Oh you away. Other points of note, cook reiterated apple stands that it's on track to double revenue from services in twenty twenty from the nearly twenty five billion dollars twenty sixteen. The CEO took a swipe at companies that build data profiles of their users cokes that apple is pushing for regulation against such practices. A piece from seeing that says apple CEO also touted the apple watch and its success in helping identify people's heart issues and the popularity of air pods, which he called a cultural phenomenon and finally Apple's entire board of directors was reelected at the meeting. A piece from think numbs says apple is thinking different about hiring the Cording to the site. Apple is hiring more software people than hardware people. While the headline says, it's the first time in years. That's been the case. The article itself says it's the first time ever that that's been the case. Whichever is the case the ship makes sense apples banking hard on services in the years ahead that said it's not like hardwares done. There will be new max and new I things there will be new wearables like apple watches and air pods. Then there's whatever apple plans to do an augmented reality, which again likely means wearables near-term, though, it makes sense that software and services would be pulling in more employees than hardware engineering. Longtime apple watcher and loop benchers. Principal gene Munster is sold on the five G future and sold on how much it might mean for apple while not the technological singularity monster argues that five G means more than just a faster mobile experience writing about it on his firm site. Mr. Munster says it's not just about speed. It's also about Layton say data will be delivered instantaneously that I the use cases will be subtle like instant app downloads and four KB. Oh, streaming the mobile phone experience will be better. But won't be revolutionary over time that will change real time data will allow new phone designs, new apps off device storage and processing in the cloud for a I occasionally game streaming and other compute intensive mobile. Use cases, the smartphone is just one area that will benefit from low latency. Highs speed. Data five G will enable or vastly improve augmented reality wireless. Birch will reality countless internet of things and smart home obligations autonomous vehicles and vehicle to everything communication to name a few. Personally, all need a bit more convincing that it's all that that said Munster's description is the first description I've heard that's made me think that it's more than just access to cat videos more quickly. You may have noticed Mr. Munster's mentioned of augmented reality in the list of tech lit to pop under five g not surprisingly he thinks that that's one of four areas for apple that materially benefit from five. Jake, inactivity, the way Munster sees it. I phone a our healthcare an autonomous vehicles are Apple's big four or five G I phone seems an obvious beneficiary while he thinks the first by g iphone will hit twenty twenty. It's worth noting that by twenty twenty two Munster things only seventy five percent of the US will be under the five G blanket. Whatever the case he doesn't think twenty twenty is too late for iphone and the five G party on fi g and augmented reality Munster points out that the paint the world with data will require ubiquitous low latency connectability get that. And you get true augmented reality shifting from the. A small window of your smartphone to a wearable capable of spatial computing, according to monster and apple will be ready quoting his post based on that was issues in patents. It's clear that up is developing a are glasses our best guess is that they will be released in twenty twenty two. We believe this could result in a gold rush for developers creating a our experiences and for apple who would take a cut of the revenue generated from these applications in the app store, the loop venture section on apple and healthcare and five G really doesn't say a lot acknowledging that he doesn't know what the company has planned Munster does point to a recent statement from apple CEO saying that the company's impact on health will be Apple's greatest contribution to mankind. The way Munster sees at that statement may mean apple would pursue a path toward improving personal healthcare by lev. Ging wearables, artificial intelligence and their user Centric hardware-software to tied together payers providers and consumers and finally autonomous vehicles. Need five G and Munster's estimating ABI ical can drive itself without the five G network says the analyst for things like vehicle vehicle communication Tele operations and other enablers of mass adoption full coverage and instantaneous data are required. Not unlike healthcare monsters, not sure how apple will hit the autonomous vehicle market. But he's a belieber in five G and a believer an apple so he thinks it'll be something of the four areas. Mentioned Munster things only one the five G I phone has been anticipated and priced in by shareholders and investors. The lips hinting Bates from a our healthcare and the Thomas vehicles. Tied the five G have not been factored in by Wall Street. According to Mr. monster. A sort of forgotten standoff has come to an end you may remember last month when German security researcher line this hence found a MAC OS bug that apple insider says could allow apps to see passwords held in Muhab as key chain security feature. Hence built an up to show that it worked made sure apple knew about it. Then refused to give the Cupertino company the details protesting against the fact that has no bug bounty program for MAC OS the way it does for us. Peace says hence actually emailed apple saying I'm willing to immediately submit you the full details, including a patch. If an official apple Representative, send me an official and reasonable statement. Why apple does not have nor wants to create a bug bounty program for MAC OS? Apparently apple got in touch with the guy to ask about the bug though. The company does not seem to have addressed his bug bounty concern. Turn he restated his demand, which got a whole lot of nothing. Now, apple insider says he's turned over everything he knows about the bug without payment from apple and says the problem is too important to keep to himself. According to the report. I say we're lucky he's a white hat. And I still wonder why apple doesn't have a bug bounty program for MAC OS. Speaking of the long, wait and see Google's made a decision on the Ayrshire up. You probably remember the story the couple of human rights organizations and some US lawmakers petitioned apple and Google the app shirt up from their respective apps. Stores develop for or by the government of Saudi Arabia and gadget says the mobile software. Let's Saudi men control and track travel permissions for women and migrant workers leading to an outcry that Google apple were promoting sixteenth century tyranny. Google's decision. The app can stay in the Google play store. As is apple is still reviewing the situation. According to end gadget and finally today. Laureen Powell jobs is ready to put more money into journalism, this she says she do in defense of democracy. Apple insider highlights conversation between Powell jobs and Recode CARA. Swisher according to the piece the billionaire philanthropist and wife of late apple co-founder. Steve Jobs, said journalism is important to maintaining a healthy, democracy as education, immigration and the environment quoting Powell jobs. The lack of ability for people to actually find relevant local news as putting our democracy at risk. Putting our ability to converse with each other at risk. Putting our ability to understand each other at risk of particular concern to Powell jobs as president Donald Trump's proclivity for bashing media outlets with which he disagrees investing in media is not new for the philanthropist. Apple insider, says her organization the Emerson collective Holtom majority stake in the Atlantic pop up magazine and axios. Mac OS Cam brought to you by me and supported by people like you patrons through patriotic. Find out more in that your support at patriotair dot com slash MAC OS Cam advertising handled by backbeat media online at backbeat media dot com. You can reach me a couple of ways in VO at MAC OS, Ken dot com or call seven one six seventy zero four zero eight zero. We will talk again tomorrow until then that is news from MAC OS can. I'm Ken Ray. Chow?

apple gene Munster apple park apple Representative Ken Ray Cook Cupertino National Center Google CEO Wiscon US Steve Jobs Steve Jobs Bloomberg Saudi Arabia
Mac OS Ken: 12.31.2020

Mac OS Ken

16:19 min | 2 weeks ago

Mac OS Ken: 12.31.2020

"Spending the last day of the year with our favorite pretend uncle it's thursday the thirty first of december twenty twenty. I'm can ray. And this is a special edition of moco west. Ken brought to you by yours. Truly and supported by people like you patrons through patriot on find out more in that your support at on dot com slash. Mce west can doing a special show today. One than i should have been smart enough to know. wouldn't have a lot to it on. Its own gathering news for today's show there only four stories that might have made the cut and really there were no store. Well no there was one. There was one story that would've made the cut. But i'm saving it until monday and the reason i'm saving these stories is because i'm afraid that these will still be the only four stories. Come monday because you know it's the holidays. There was one interesting story for discussion. Loup ventures principal analyst. Gene munster wrote up his thoughts on the fangs. And why apple's going to beat them all in twenty twenty one. That was one of the topics that we talked about yesterday on mac. Os can live. So i would like to share with you that part of yesterday's mac. Os can live. And then we'll do. Some closing dot says we slam the lid on the dumpster fire. That was twenty twenty. let's talk about gene. Munster the ever optimistic gene munster. Is it fair to call him ever optimistic. Is it fair to call him optimistic. I think it probably is. He's a fairly optimistic guy. Where apple is concerned. He is out for the third year in a row and said that apple is going to outperform the rest of the fangs. Things of course being facebook amazon apple netflix and google. And what's funny. Is this time last year. I thought it was crazy that anybody talked about. Fangs anymore first of all ought to fan because google has now alphabet and you put netflix's on their seriously this time last year. I thought it was just for fun. I thought was just a holdover because who cares about netflix's there there's so many other streaming services and streaming. i mean. yeah sure at how people watch things but who cares how people watch things and then we couldn't go outside anymore and all of us know yeah. It actually matters how people watch things. It's amazing actually how much he says. Netflix was up this year. As far as performance. Netflix is up sixty percent. This year. Driven primarily by the stay at home trade. He says now. Understand when we talk about apple outperforming the rest of the fangs. what he's talking about specifically as their stock performance twenty nine nineteen apple outperform. The rest of the fangs With only a day left Expects that apple is going to have outperformed the fangs. And he thinks the same is going to happen for. Twenty twenty one. There are a few reasons. He thinks that first of all work from home is not going anywhere. Which is a. We're not going to work. We're working but we're not going anywhere for it and so the work from home thing is going to continue. He thinks driving the pad still hired driving. The mac still higher that we believe those two segments can grow at ten percent plus in twenty twenty and thousand twenty. I'm sorry twenty. Twenty one and twenty twenty two compared to the flat growth in the last few years. So says mr munster. He thinks that people are really going to get into this. Five g thing finally second half of this year he thinks is when five g. is really going to take off. Sure i mean it almost doesn't matter because people are going to keep buying iphones assuming that there's still money For people to buy phones this time next year. We'll be talking about iphone thirteen. Or whatever they call the next iphone and iphone twelve will become the cheapest will not the cheap. Because they'll probably still be an sap or many or something like that out there but the iphone twelve will be last year out the numbers that we heard yesterday from was it flurry. Analytics top activated phone on christmas day was the iphone eleven and his last year's phone that is almost as good as this year is found except of course the iphone twelve will come with five g automatically twice. It almost doesn't matter. People get excited about five g five gonna be ubiquitous. You're going to go to get a phone and you're not going to have the option of not getting five g. It's just a question of which five g. phone do you want so. He says the excitement will play into it. He says it's going to grow in the back half of the year starting a two to three year iphone upgrade cycle. Daniel lives would say. We're always in that. At this point. I kind of agree with them. There are so many close to a billion. It's nine hundred something million iphones out. Theright spread over the course of a number of years. We're pretty much always in an upgrade cycle at this point sure okay. Five g is going to drive that higher okay. That's fine his next up point on. Why apple is going to outperform. It's kind of funny. He thinks expectations for stock performance or for revenue performance. Excuse me for this year for apple. And when i say this year i'm already thinking twenty. Twenty one twenty twenty one. He thinks dance notation of revenue. Growth of fifteen percent is spot on. He gives a thumbs up. He's all for that. The problem that he has in twenty twenty two. The street is only expecting revenue growth of five percent. And he thinks that's far too low. But what's going to happen. As as the year goes on people are gonna look at twenty twenty twos revenue expectations and see five percent and say well. That's that's as far too low to get on this action and that's going to drive expectations for twenty twenty two up. Basically people looking at going nuts ridiculously low. Let's go ahead and get into that and that's going to drive up apple shares because people are going to get excited about you know the beat that they condense to and they'll buy apple shares. That'll drive it up. And so that's his thing and finally there's the new business that apple might get into in twenty twenty two or later this includes the hardware subscription that. He's expecting and of course getting into a car at some point whether that happened in two thousand twenty four twenty twenty-seven you know either way people get excited and so by the excitement and you know it's kind of funny because the stuff that he's saying one of the things that's going to drive excitement around apple shares next year next year being twenty twenty one this stuff. That won't happen until two thousand twenty two or later but you know there you go now. He also does break down. What he thinks is going to happen with the fangs. He thinks they are going to fracture. And i guess we'll have to start calling them a no more fangs. because he thinks facebook Which has grown this year could be hurt by a regulatory issues. I wonder also a facebook will be hurt by a t you've heard of. Att that's the app tracking transparency thing. That apple's going to be putting into place that facebook is fighting tooth and nail fang and nail. Should we say no we. Shouldn't that was a bad joke and i apologize. Facebook is making such a big deal about this taking out full page ads and saying it's not about us. It's about all these small businesses and they think well whatever i don't know if that's going to affect facebook's bottom line monster doesn't mention it it was just something that i wondered about Netflix he thinks the whole streaming thing is already baked in that. It's grown the way it's going to grow. He doesn't talk about this and his note. But you could also argue that. What the you know. Hbo max coming in and with disney plus still coming on strong that people might start choosing mean net flex was always just a thing. You had right like usa. Just have cable. You had capable. Of course you had cable and then people started making decisions saying well. maybe i don't need cable. What if i just have this over the top service and this over the top service. The problem now is got twenty over the top services half which might actually be compelling and at some point you look at it and say jeez which one of my actually watching. Which ones am i. Not an start cutting. So maybe it's just baked and nobody else is coming on. I personally would argue. They might have to actually fight for some of that money although maybe netflix's so entrenched that it's really just. Hbo that has to fight. Maybe really it's just whatever new thing comes on has to fight anyway. He thinks net flicks. I don't want to go so far saying get left behind but does not grow the way apple amazon will google also concerned about Growth expectations so that leaves apple amazon Sort of leading the pack and even leaving the pack because he says that things are going to fracture he thinks apple does better than them as on and okay sure you can make a case lots of services lots of hardware. People are still working from home. They might still need new computers. They might still new ipads. There's the excitement around five g. There's all that stuff. Here's what i know. People with lots of money and people with little money need things or they think they need things anyway. They buy things. They order things by a single christmas present at a store this year. Not one they all came from amazon. Do i feel good about that. No i don't. But i feel good about the fact that i was exposing myself last toco but nineteen the possibility of picking up gobert nineteen. Vaccinations are lagging. What they should be. There's a new more very virulent virulent. There's more easily spread kobe. nineteen variant. maybe it's the best way to put it That's out there right now. it's not necessarily more deadly. It's just easier to catch and the old one was deadly enough okay. He thinks apple's going to outperform amazon. Great i could see making a case. Why apple is not going to outperform amazon. I mean how do jobless numbers pan out. How does washington pan out. Will congress work for congress worked towards one goal. I guess the question that we could ask and basically it comes down to. Who's going to control the senate. And i know that sounds crazy to say that affects apple but it all affects everything it's all interconnected and the stand right now and say we know for a fact. That apple is going to beat amazon. I think he's right. Both of those are going to do better than the rest or both of those stand are better than the rest. There's a lot that goes into. Both of them can thing we do on mac. Os can live. Most mondays through friday three thirty pacific six thirty eastern other times other places. I say that that is what we do. Because while i do that show solo I don't do that show. So there's a fantastic group of people in the chat room every day and i could name a lot of them but i don't want to name any of them because i don't want to forget and the regulars but there are a bunch of people that are there regularly other people didn't turn up now again. They're they're live. Some of them like i say every day and the conversation continues once this show that people here as part of the podcast is over and we would love it if you join us. He's actually one more show for this week. Its today three thirty pacific six thirty eastern youtube dot com slash. Ken ray you can watch live or later there or of youtube. Isn't your thing it video isn't your thing. You can search for the show mac west. Ken live and subscribe. Wherever you got. Podcasts no speaking of that show. I am curious what you think. The second biggest story for apple was in twenty twenty. I'm gonna go ahead and say the biggest story for apple this year. Is the transition to apple silicon. What is the second biggest story in your estimation or do you think that there's a bigger story than the apple silicon move. I would love to hear about it. That's when i wanted to talk about today on mac. Os can live. So here's what you do. Send me an email info at macos dot com. I an f. o info at macro west canned dot com. We'll talk about the biggest runner up apple stories on today's mac. West can live. Send a near suggestions. Please info at mccoy west. Ken dot com. join us. live later today if you can one more thing before we go earlier this year when we first went inside A lot of people thanked me for being a constant and a quickly changing world. They said that this remaining regular part of their day mental ought to them. And i appreciated hearing that but it occurs to me. I never said the same to you. I don't take your time for granted from the downloads to the reviews two replies on twitter to the various ways that you support this show. I think of this as a thing that we do what i do. Give you a sense of normalcy in twenty. Twenty You kept giving me something to do. And i can't thank you enough for that. But i should actually say it. So thank you and with that. We put a stake in the heart of twenty twenty. May we never see. It's like again michael west. Ken brought to you by me and supported by people like you patrons through patriot. One find out more in that your support at patriotair dot com slash. Mac west cab. Advertising handled by the media online at backbeat media dot com. You can reach me. A couple of ways info at mico west can dot com or call seven one six seventy zero four zero eight zero happy new year one and all until next time. That'll do this special edition. Moco west. ken. I'm ken ray jaw.

apple Netflix facebook amazon Loup ventures Gene munster gene munster mr munster google Munster Ken Hbo gobert Daniel congress Ken ray
Mac OS Ken: 09.24.2018

Mac OS Ken

13:45 min | 2 years ago

Mac OS Ken: 09.24.2018

"This is MAC OS Ken. Revisiting the latest launch day, apple, chases cloud away, then a call for comments on Apple's video play. It's Monday the twenty. Fourth of September twenty eighteen. I'm Ken Ray, and this is news from mecca west. Ken brought to you by yours, truly, and sponsored by Jamf. Now helping you up manage and protect your apple devices. On demand get started today at j. a. m. f. Jamf dot com. Slash MAC OS cab. This show was also supported by people like you patrons through patriotic and find out more in that your support that patriot dot com. Slash MAC OS Cam. A once and future apple analyst has some thoughts on Fridays, iphone launch writing for the loop ventures blog, avid apple watcher. Gene Munster's said the way he sees it. Things look better for iphone ten s max than they have for any other plus size iphone. Not that there were more people. There were not when he buzzed New York City's Fifth Avenue store. Mr. Munster found four hundred six people in line for iphone ten s antennas max that his way up from the two hundred ninety three people that were in line last year for iphone eight, but way down from the eight hundred twenty one in line last year for iphone ten for his part Munster says he expected the shorter lines for two reasons. First, consumers are increasingly preordered devices online to avoid long lines on launch day, and second Munster and company expect iphone ten are which debuts on the. Twenty-third about Tober to account for thirty eight percent of iphone sold in the next year compared to twenty one percent for the tennis and ten as max combined nine percent for the ten as twelve percent for the ten s max. So while people last year were holding out for the higher priced phone this year, they're holding out for the lower priced model. And Mr. Munster's estimation that said the ones going high and are really going high and after talking to fifty people outside the Fifth Avenue, shop Munster says interest in the ten s max exceeded historical demand for plus versions with seventy percent of survey. Respondents buying ten as max versus an average of fifty four percent for plus versions. This gives he and his confidence in their seven hundred ninety. One dollar average selling price estimate for fiscal year twenty nineteen compared to the street at seven hundred sixty five dollars and finally seventy. One percent of respondents were replacing phones that were only one year old giving up either an iphone ten or an iphone eight obtaining an activating new iphone was not easy for everyone over the weekend. I won't go end up on the issues for a couple of reasons, partly because most of them seem to have been resolved and partly because why if it happened to you, you know what happened and if it didn't happen the u-. Hey, awesome. Right. Apple insider says, one issue that stretched into the weekend involved activation of new iphones through Verizon as late as Saturday. Number of customers were unable to verify their billing information. Since that's required to activate a phone. They found themselves on to activate their phones where the system seemed to stick was in matching Verizon users, billing zip code with their personal identification number or pin. Neither apple nor Verizon are willing to accept blame with the company's pointing the blame at each other according to apple and cider. These zippy pen mismatch wasn't the only problem people saw quoting the peace. Verizon activision issue is one of a number of events that have slightly marred, the launch about those latest iphones. Other mishaps that have occurred include the preorder system at apple store locations, enduring outage on Friday notification sent some customers that they're pick up order is delayed and errors with UPS tracking. System showing shipments, supposedly due for Friday where pushback, the Monday. If you're wondering how to turn off all detection and your apple watch series four, you don't have to if you're under sixty five macrumors reminds readers fall detection as a safety feature that uses the new next generation gyroscope and accelerometer to detect the fall and provide options to contact emergency services if necessary. Personally, I had wondered what would happen if I had one about those latest watches. I don't and I fell down. I don't often. The automatic answer is nothing as it turns out says, macrumors fall detection as disabled for most users and will need to be manually enabled. And apple support document found by a Reddit user. Apple explains that fall detection only turns on automatically. If you set your age on apple watch or in the health app and you're over sixty five years old, if you're under sixty five and need or simply want the feature enabled that can be done, full detection can be enabled in the emergency SOS section of the apple watch up according to the report that said, apple warns the more physically active. You are the more likely you are to trigger fall detection due to high impact activity that can appear to be a fall Macroom. Figures that given the possibility of false positives for active adults. Most people will likely wanna leave this feature disabled, but it's good to know about. Should you or someone you know need it. Apple is putting a bed at feature bed. I download blog says the bed at cloud service will close for good on the fifteenth of November. Apple 'bout. The bed at sleep monitor and may of twenty seventeen along with its companion app or maybe bought the app along with the hardware, whatever the case, it got a cloud service to allowing people to track their sleep information online and share it with others. I download blog wonders whether killing the cloud is the start about a winding down the entire bed at line where certainly expecting this to happen, says the site as apple integrates bed at technology and apple watch. Possible, but we still have to charge apple watches. Additionally, apple is still selling hardware and offering the bed at apple, the app store personally, I wonder whether Apple's just uncomfortable leaving this sort of personal information online to be targeted by near dwells. Bottom line. We don't know why bet at cloud is going away. We just know that it is. More news in a moment, but first word from Jamf now Jamf. Now Mason easy to setup, manage and protect your apple devices. Of course, managing your apple devices as easy. When you're talking about your MAC, your ipad, your iphone. But what about the other apple devices at your job as your business grows and you add more people and more apple gear managing those devices becomes more challenging, but it's easier with Jamf now with Jamf. Now you can check your digital inventory, distribute WI fi in Email settings, deploy apps, protect company data, and even lock or Weipa device as needed from anywhere. Jamf now manages devices so you can focus on your business instead, no experience required find out how easy it can be and do it for free start. Securing your business today, setting up your first three devices for free four ever add more starting at just two dollars a month per device. Create your free account today at Jamf dot com. Slash MAC OS can that's j. a. m. f. dot com. Slash MAC OS Ken secure. I three free today at gem dot com. Slash MAC OS, Ken, and the big thanks to Jamf now for sponsoring this week show. Is it just habit now to write about the music business as if it's on the verge of collapse and gadget, ran apiece late last week that managed to make four point six billion dollars in revenue and ten percent revenue growth for the record industry for the first half of twenty eighteen sound like a terminal diagnosis. The piece of the Recording Industry Association of America laying out those numbers though. Okay. That rhythm growth was slower than the first half of twenty seventeen streaming revenue growth slowed as well according to the peace, though it was still up twenty eight percent compared to last year also streaming as crushing the rest in the music industry or maybe propping it up streaming through services like Spotify, apple, music. Now account for seventy five percent of music industry revenue digital, download the only made up twelve percent of overall revenue so far this year. We're down from nineteen percent last year according to the report. And finally, today there was a gargantuan story this weekend from the Wall Street Journal, all about Apple's anticipated, push into original video programming. I'm not sure why the story happened though. Basically, it said what we've heard before that operas not interested in shows with lots of sex or violence spor profanity while the peace not couple of projects that might be for mature audiences that also notes a couple that Oppal is killed or walkaway from for being too offensive may be to adult in nature. The piece does point out a precarious place in which such content might land up. You don't like the content and that flexes offering you might not subscribe the net flex. If on the other hand, you don't like the content apple is offering. If you're offended by it, you might choose to punish the company by not buying its phones or computers. Finally, the piece doesn't have anyone saying apple can't succeed in Hollywood. However, it has enough tales of missteps and head-scratching. The one is left to wonder whether the whole thing is folly. For the record. It may be though they have hired a lot of really talented people. I have my own opinions, but I'm curious what you think cannot reported insistence on clean programming work today's streaming video landscape or as edgier fare that's not suitable for all. Obvious is necessary to succeed. Consider it. Please tell me your thoughts, two ways to do that info at MAC OS candidate com or call seven one, six, seven, eight zero four zero eight zero. Apologies by the way to people who called the day about those gather around the vent, I failed to pick up those messages. My bad. I would love to hear from you on this one though, and I will remember the check the phone line this time. So the question again, Capel's clean video push work, or do they need to go with grit in. Info at MAC OS Ken dot com or call seven one six seven eight zero four zero eight zero. MAC OS can brought to you by me and sponsored by Jamf. Now helping you set up, manage and protect your apple devices. On demand get started today at j. a. m. of Jamf dot com. Slash Meko s. cap. This shows also supported by people like you patrons through patriotic find out more in that your support patriot dot com. Slash MAC OS cab advertising handled by backbeat media online at backbeat media dot com. You can reach me a couple of ways in VO at MAC, OS conduct com or call seven one six, seven eight zero four zero eight zero. We will talk gun the Morrow until then that is news from mecca. Wes, Ken. I'm Ken Ray. Chow.

apple apple Ken Ray Jamf Verizon Gene Munster Jamf dot Munster Recording Industry Association New York City Macroom Jamf Wall Street Journal j. a. m.
PRESENTS  The Weirdness

Short and Curly

06:09 min | 6 months ago

PRESENTS The Weirdness

"Hey friends. It's cow here. Just thought I'd record this message while I'm sitting by a campfire in the middle of a forest with my pals, Matt and Molly You see on a little camping trip here. They thought it'd be fun to tell me spooky stories of mythical beasts and legends to try to freak me out, but I a. it's all just a sham as a scientist I'm up to date with all the latest research debunking all these crazy stories. They're not real, and I'm recording this to prove to Matt Molly that I'm not afraid no matter what they. Got So based just took Matt. Was that a Yeti? Willy. was that a Unicorn. And it's taking molly. flicked her up onto its back like a rag doll and it's taking. What is going on? I'm freaking out and I need some help. Luckily, there's a new show that might have some onces about all this weirdness. That's the podcast is actually called the weirdness? How badly we did! I mean a weirdness loop. I'm a Weirdo can't get out of this weirdness. Matt. So in the weirdness, MIDDLE SCHOOLERS ALOE NCAA era have their own podcast with explore unexplained phenomena like the luck ness monster, the Yeti and bigfoot, and they discover the beasts of Legend are actually real. If only I believe them that maybe I could have saved my pals, but get this aloe. encierro also realized the mythical beasts are disappearing, and it's up to them to find out what's going on. I know we have a quick. Listen to see if there's any nation in their show. That might help me find Matt and Molly. You. Guys ever hear of the Jersey Devil come on coal. You agree no scary campfire story seats not. This is real. My cousins best friend saw him with his own is right here. In the Pine Barrens I wanNA hear it sounds twist dead man, they say yes, cloven hooves, clause for hands and wings like a backed stocks quietly through the woods, seeking Mary's prey. then. He takes a flash. Using to warns sharp as knives to Impale his victims stabbed. Vic. Justin urban legend when he attacks, he lets it a high pitched screech so loud and so shrill in makes your ears bleed. What What what is what was that thing? I just WANNA go home. I'm calling my mom dude. There's no signal out here, Co. you should a check it out. Checking it out. Let's go seeing numbers skies I'm not going I'll go with you. That thinks can't be just both right. You guys. Don't leave me here alone. Fine Oncoming. See shot why the way? Is Really Him the Jersey Devil. He's not alone. Chooses doodles, not after us. Things after him. What. Just happened. You guys. The Jersey Devil. Just got kidnapped. bigfoot notable alias Sasquatch. I'm going up. Roll their own almost. Whatever? Run Pass Front of my headlights off my. Logos creamy white ops is chipper cop, but it's difficult to make a positive identification. Watery Munster in upstate new. York's lake. Champlain have gone for decades. They've seen something unusual something with a large head something. So sort of unusual shouldn't be there. Tape. All. Okay two things I unrelated I may need to go change by underway and second. None of that's going to help me find Matt and Moley. But, if you want to hear more stories about mythical beasts, I guess, go check out the weirdness. Search it up. PODCAST apps like apple and Google. And in the meantime, what am I going to do about my pels? I. I'll open Sierra. You're my only hope. It's called here from short and curly and look. I was just sitting around the campfire, correct and wise with my Pals Matin molly.

Matt Molly Molly You Champlain scientist NCAA Willy. apple molly. York Mary Moley Munster Google
Who wants to take a ride in an Apple I-Car?

Talking Tech

02:43 min | 3 weeks ago

Who wants to take a ride in an Apple I-Car?

"We get support from lara. Avalanche era provides cloud based sales tax solutions for businesses of all sizes evola automatically integrates with more than seven hundred. Erp and ecommerce systems. Likely the systems you use today. Learn more at avelar dot com slash talking. Who's ready to take a drive in an eye car now. There's been talk about apple entering the car space for years. And now reuters says it's really gonna happen in just three years with an apple car on roads by twenty twenty four will. I can't wait analysts. Says this would become tesla's main competitor. A state of the art electric car that spoke directly to consumers with a big push on in dash entertainment. Why would apple want to enter the car business because the company now sees cars is a whole different animal than they once were says the noted analyst gene munster from loup ventures quote the very concept of a car will fundamentally change to a computer on wheels just as the concept of phone has changed to a computer in your pocket. Monsters says now he could see apple offering a car that seem more affordable by selling it on a subscription basis. Like apple does now with music fitness in news and perhaps packing it with online. Backup and other services. Reuters says that. Apple's found a breakthrough in the production of batteries that it believes are integral to the production of this next generation vehicle beyond power. Siri could open the door for you. Talk to you as you drive. Play personalized entertainment. That only apple would be able to provide and of course nag. You run out of storage and need to upgrade now. Oh boy what do you think everyone. I'd love to hear from you. Look for me on twitter right match. jefferson graham. You've been listening to talking tech. I'll be back tomorrow with another quick it from the world of tech. Nobody goes into business so they can collect sales tax for the government. People start businesses out of passion or pursuit of opportunity but sales tax. Not so much. That's where avalanche comes in. They've harnessed the power of cloud technology to help simplify sales tax for businesses of all sizes and they affordably scale with businesses as they grow. Let's face it. Tax compliance is not a revenue generating so abba liras. Technology is designed to help you manage tax compliance as efficiently and accurately as possible. So you can reclaim your valuable time and reduce risk in your business. Evola automatically integrates with more than seven hundred. Aarp and ecommerce systems likely the system. You use today find out more at avalon dot com slash talking avalanche era tax compliance done right.

apple gene munster loup ventures reuters lara tesla jefferson graham Siri avalanche twitter Evola
Mac OS Ken: 10.29.2018

Mac OS Ken

11:58 min | 2 years ago

Mac OS Ken: 10.29.2018

"Yeah. Mac OS, Ken. Iphone ten RS, seventy two hours in group FaceTime, and dual sim soon and Bloomberg's invitation gets lost in the mail. It's Monday the twenty ninth about tuber twenty eighteen I'm Ken Ray. And this is news from Moco west can brought to you by yours. Truly and sponsored by linked in your next team member could be there right now. Go to Lincoln dot com slash MAC. OS Ken and get a fifty dollar credit toward your first job post. This show is also supported by people like you patrons through patriotic. Find out more in that your support that patriarch dot com slash MAC OS cabin. With seventy two hours of in-store availability. We're starting to get predictions around. I phone ten are and its future loop ventures. Principal gene Munster isn't worried about short lines outside about both stores. Though. He does seem worried that others might be worried riding on his berm site. Mr. Munster said the prevailing narrative surrounding the new iphone ten are is that it's a disappointment a second class device that will never live up to the iphone ten s. I hadn't heard that. But apparently, he has he only brings it up, however to call it pure fiction Munster says he and his expect the iphone ten are to be the most popular iphone in twenty nineteen as consumers began to see the phone in the wild and recognize its value. Of course, that means value for apple as well, monster incumbency think iphone ten are will help push phone unit growth three percent higher fiscal year twenty nineteen versus fiscal year. Twenty eighteen. So then where were the lines last Bri day? The analysts seized three reasons for their absence won the iphone ten s to the early line waiting adopters. His data shows there is less excitement for the ten are amongst early adopters to online orders continue to take away from launch day demand at apple stores and three short lead times for the iphone ten are now averaging less than two weeks. Don't incentivize people to wait in line to get phone earlier because yeah lead times are short. My check in the middle of the night last night shows a wait time of three to five business days. Singing a similar song on iphone ten are as Wedbush securities analyst. Daniel is CNBC had the biggest apple bull around saying Friday that Apple's lower cost. I phone will be just what Apple's looking for in the middle kingdom speaking on the financial channels program power lunch. I've said it's all about China. We think this is sort of that fuel and the engine that apple is looking for in terms of that demand. Interestingly both Ives and Munster think the lower cost iphone could lead to a higher average selling price for iphone and Munster's case he thinks a little over half of iphone ten are buyers will by either the one hundred twenty eight gigabyte model or the two fifty six goodbye model versus the sixty four gigabyte version, though, it's not spelled out that way in the CNBC piece one assumes that that's I've thinking is. Well, the Cording to the report I've said the average selling price or ASP could be fifteen to twenty percent higher than analysts expectations over the next few quarters. When Bush securities has an outperform rating on apple shares, the firm's twelve month price target on the shares is three hundred ten dollars. Apple's latest iphone may rely on a bit of Tartus technology making it bigger on the inside. According to end gadget the devices battery is bigger than the battery in last year's iphone eight. Plus the report says the cell inside the ten are has an eleven point six what our measurement that's bigger than the iphone? Ten S's ten point one three watt hours bigger than the iphone eight pluses, ten point two eight watt hours, those smaller than the iphone ten maxes twelve point zero eight watt hours since it's also driving a lower res- six point one inch LCD screen than the oh, let equipped ten s phones and gadget says they expect excellent battery life from the relatively low cost unit while you can drop by an apple store at checkout. Iphone ten are seeing that says official apple cases for iphone ten are are nowhere to be. So. Scene at least they weren't last week. While apple tease, clear cases, for the colorful iphone ten are seeing that says they were absent on launch day that said there were plenty more where those should have come from the Cording to the report both apple retail stores novels. Online store have offer box cases and Belkin screen protectors. Beyond those cases, you can buy from apple. There are plenty of clear and OPEC options from spac gear for Spiggen and other case makers, no comment from apple foresee net on the case of the missing clear cases. More news in a moment. But first word from Dan, the right hire can make a huge impact on your business, and you can make that higher with linked in Lincoln is the world's largest professional network with people stopping by every day to grow professionally and discover new job opportunities Lincoln jobs matches people to your job opening based on their skills their interests and their openness to new opportunities. A new hire is made every ten seconds using linked in. Make one of the next one's yours. Go to Lincoln dot com slash MAC. OS canning. Get fifty dollars off your first job post. That's Lincoln dot com slash MAC. OS Ken for your fifty dollars credit today. Terms and conditions apply. Get a fifty dollars credit toward your first job post at Lincoln dot com slash MAC. OS can am big thanks to Lincoln for sponsoring this week show. Speculation had been that I owe S twelve dot one would hit last week ahead of the iphone ten ours. Release that's speculation proved false still the twelve dot one up date is coming and it's expected to bring to big features with it. According to a piece from apple and cider apple last week updated its life own user guide for the upcoming release of IOS, twelve dot one confirming the latest version of the mobile operating system will include group base time and for iphone ten s and ten are dual sim support announce it w w d c group FaceTime should allow video calls for as many as thirty two participants. It had been expected nyah west twelve it was delayed for reasons unexplained as for the other feature the peace has dual sim support allows iphone users to utilize to cellular plans on. A single device without constant sim card swapping. Apple solution relies on dual sim dual standby technology, which keeps both physical sim and an embedded ease them or a second physical sim card in China addressable, similar Teini Asli. So now, we know when we'll get dual sim support and group FaceTime will get them when we get S twelve dot one. What we don't know is when we'll get I O S twelve dot one though, it's possible perhaps even likely than a will announce a release date for the update at tomorrow's. There's more in the making event. And finally day. Something will probably see Tuesday's event and something we probably will not see on the expected side nine to five MAC has word of an icon found an I o s that shows a new ipad pro complete with rounded corners and incomplete with no notch and no home button. And interesting aspect of this icon says the piece is how large the Besset look when compared to recent iphones. The piece also puzzles over the placement of the sleep wake button on the iconic ipad. It's still at the top of the device rather than on the side. The piece says this could be a design this season for the new ipad on the other hand says nine to five MAC it is possible. The Twenty-eight teen ipad pro ends up featuring a side button as this can be an unfinished asset, which I guess means. You can also take the stuff about the home button the notch. And the bells with a grain of salt by all accounts. It looks like there will be a new ipad. But one of the look like remains to be seen as for what will go unseen. If you're looking for someone from Bloomberg BusinessWeek, don't bother scanning the crowd at tomorrow's Brooklyn events, unless they sneak in called the MAC says they won't be there citing a report from BuzzFeed. The peace says, Bloomberg usually attends all of Apple's keynotes and has been given numerous exclusive interviews now it has been given the cold shoulder while apple has declined to comment on Bloomberg's omission from the guest list. The cult says it looks like retaliation for the hardware hacking story and Bloomberg's refusal to retract it. Mac OS can brought to you by me and sponsored by length. Dand your next team member could be there right now. Go to Lincoln dot com slash Mike, O, S canning, a fifty dollars credit toward your first job post. This show was also supported by people like you patrons through patriotic find out more and that your support that patriotic dot com slash MAC OS can advertising handled by backbeat media online at backbeat media dot com. You can reach me a couple of ways in fo at Moco west Ken dot com or call seven one six seventy zero four zero eight zero. We will talk again tomorrow until then that is news from co west Ken. I'm Ken Ray. Chow?

apple Apple gene Munster Ken Ray Bloomberg FaceTime Lincoln China Bloomberg CNBC OPEC Wedbush Bloomberg BusinessWeek Principal Lincoln
What's your tech pain point?

Talking Tech

03:11 min | 1 year ago

What's your tech pain point?

"Talking Tech is brought to you by turbo tax to help people feel more comfortable doing their taxes. Turbo tax live gives you access to experience. CPA's and E as who you can review your return line by line to make sure your taxes are done right turbo tax. All people are tax people. Hey talking tech listeners. I your help I want to know your answers and what bothers you the most about technology because as you know we all have a love hate relationship with it. We'd love when it works as well when we have a charge smartphone. That lasts all day. Long doesn't fall out of pocket and crack were make but dials but for some of US getting into love can take some work. What is your top pain point in how can USA Today help you? We will be starting a new series on how to get through the pain points and make technology technology work for you. I'd love to hear from you about which points bother you. The most to help jog your memory analyst Gene Munster from loop ventures offered some. Tom Possibilities like the battery life of phones all those many remote controls for the TV. Why do we have to have so many of them cracked phone screens finding your devices being forced to pay for I cloud with apple devices? Because you've run out of storage what to do. Here's some more on the cake. Website Stephen L. Offers these pain points. How Best Organiz bookmarks on your phone are there? Any add ONS for g mail. He asks because I want to quickly highlight and delete all the emails from a company. And don't WanNa have to individually click on all five five hundred on my phone Tim. Baharan who is an analyst with creative strategies says the two most common consumer complaints really haven't changed drastically the over the years. They are the ease of navigating through the devices as in the user interface and setting them up in the first place which suggests which suggests that we actually have a lot of problems to solve for you. What would you like us to tackle first listeners? Let me hear. Can you on twitter where I'm at Jefferson Graham. You've been listening to talking tech. Please subscribe to the show. Whatever you listen to online I I will be back tomorrow with another quick from the world of tech everybody has to do taxes and yet not? Everybody feels comfortable doing taxes. which doesn't seem right especially especially when you consider all the amazing things? These same people accomplish every day of their lives. Turbo tax believes that with the right tools and encouragement. People can be good at anything yes even taxes and to help people feel more comfortable with the tax process. Turbo tax live gives you personal personal access to experience. CPA's and EA's who are there for you even on nights and weekends. They're happy to go through your return with you line by line to double check that you've done everything right so you can be sure to get your best possible refund turbo tax. All people are tax people.

CPA analyst Tom Possibilities Baharan US Jefferson Graham USA Today Gene Munster apple loop ventures Stephen L. Tim
Essential Oils for Sleep with Kateri Reyes

Essential Oil Solutions with doTERRA

12:27 min | 2 years ago

Essential Oils for Sleep with Kateri Reyes

"Welcome to central oil solutions with DOE. Tara the podcast where you'll hear experts share insights tips and tricks on using essential oils in your life. Today's episode features Qatari is talking about which essential oils. Our best to help you get a great night's sleep. Hello. My name is Qatari riots. I have been a wellness advocate with DOE. Tara for the past six years. I'm really excited today to come and share with you about oils that me and my family use for sleep. And this also one of the most common reasons the people search out a natural solution because the lack of good restorative sleep is such a consistent and recurring problem throughout life. If you're like me, and I have little people that knock on your door at three AM that isn't about your sleep until they show up. And so having reaching builds in that can address all ages near home for sure is a blessing. Now, the diversity of why we don't sleep is certainly as unique as the person who is affected, and that's the way love dough. Tara's essential oils because their diversity allows me. Me to address my family's needs per person and per situastion. Now the root of this can come from any number of sources, whether it's deficiency nutritional habits that lead to poor night's sleep or we could have hormonal imbalances that are created through natural things like pregnancy or hormone changes or rooted in the deficiency. Now, they're also is the ages and stages as our children grow in change. Their lives are affected by their changes and their sleep patterns adjust. And then lastly, there is always the effect of stress and the outside triggers of the world's that can keep us up at night at tossing and turning and questioning or having fears doubts, and that's actually where my own dough terrace story began so I want to share with you. I how I was brought into Tara through the gift of someone who cared. So deeply for my situation. She was willing to. Share a very special with me in two thousand twelve while I was six months pregnant with my fourth child, we experienced the sudden and very tragic loss of our six year old son Avery. That lost devastated. Our family and completely changed our lives overnight. Now, the lack of sleep is the last thing you could care about when you're going through that however as the days went on and the sleepless nights piled up, my body was starting to feel the effects of it and especially being pregnant I wanted to search for a safe way to restore my ability to sleep. So that I could care for my family in a function during the day. However, as strong as I tried to be I got pretty desperate and eventually caved in to call a dear friend of mine who was married to position just to ask an unbiased opinion of what will be the safest thing I could do or take to achieve sleep. I was surprised by the fact that she said she has something natural to share with me, and I was eager to open the door when she came just a few hours later. And she brought this tiny little bottle of essential oil and is intentional and excited and genuine as she was share that with me. I was honestly very skeptical. I didn't feel there was any way that a little tiny smell in a bottle could affect change in my life during this tragic and overwhelming time and yet she persisted and she plays the oil in my hands. And she taught me how to use it. I actually didn't even wanna smell at that time. She just showed me how to apply it till? I my pulse points over my heart and to take a big deep inhale. And then she said for good measure to rub it on my pillow as well. Well, I actually stubborn enough to wait a full twenty four hours to even try it. I said nightstand. And let it stay, but another overwhelming night of doubt and fear and images. I couldn't get out of my head. And the next night. I knew I had to try something and it was just the name serenity staring at me on my nightstand. That really called to me, so I opened that bottle and all I can describe next was a huge release that came and just flooded over my body. I don't think I realize up to that point how much of an emotional burden and how heavy weight had been on my shoulders. I just felt that tension melt away. So I decided to apply it the way see suggested on my neck and pulse points, and I did a big deep inhale, and I ran the my pillow and the happy ending to that story is that I simply woke up the next morning. I was able to achieve a full night's sleep on interrupted by any of the things that I've been troubled with her so many days, and that awakened me and my entire family to a completely new way to live. And we didn't even know what will I to head for us. What we experienced next was an evolution. As we move through that trauma that will became an anchor for us supporting us through those restless days, but it was shortly in the months ahead that I realized I needed these oils in my home, I need needed all of them. So I was able to get my first kit, and that changed our lives opened up to an entire new world. And as our family evolved in grew throughout the years. So did our need to address the issue of sleep repetitively? It's definitely one of those recurring things that happens. No matter how healthy we are our sleep can be affected. So some of the things that I learned were especially inform. Good habits are daily habits certainly lead up to the success of our sleep. Our ability to sleep starts long before our head hits the pillow. So with my little ones, I was able to develop certain routines that helped them achieve that mind and body engaging process that allows them to prepare for a restful night. So one of my favorite things that actually affects the whole household is giving them an Epsom salt bath with my favorite essential oils. I will choose serenity or lavender or wild or under frankencense. Those are my favorites. And actually had a jar premade with my Epsom salts already oiled. So I can just scoop it in the dump it into the water. And I love the fact that the Epsom salt tends to anchor the oils, are they let them float on those surface of the water. Now, the kids love the bath in the aroma fills the house. So we all kind of get this relaxing sensation. And of course, their little nervous systems get a beautiful trigger to kind of just call him and prepare for bedtime. Now. The other routine that my kids refused to let me nor is there daily diffuser blend at night every child has a diffuser in their room, and depending on the age of the child either I or they will customize their blend of choice for the night. I always note to partner one of the Sleepytime oils when I was first getting into Tara. I didn't always know what the best oils were for nighttime. But I actually used the back of the serenity blend bottle to look at the ingredients to help me determine the whole array of oils that are so helpful for sleep lavender Roman Kevin Neal Vata here frankencense sear would there are so many oils that offer an ability to help us rest. So we'll pick our favorite oil for that child for the night. And sometimes we'll partner with an additional oil depending on the season or the need. If it's during the seasonal threats time of year on guard or breathe might be partnered along with that oil. The last thing that we rely on for the little ones, of course, is just the soothing healing ability to enjoy touch a soothing massage at nighttime with faction into coconut oil on their spine or on their feet. Go such a long way, and they're calmed and comforted and the last mommy hack that I've learned is to develop a Munster spray for my little kids who tend to get up in the middle of the night due to any kind of fear or self doubt, or a dream of some sort. And so that little spray kind of helps them feel empowered that they can continue to recover in rest the rest of the night. And of course, I've laced it with some awesome essential oils that will soothe and restore their peaceful night. And mine is well now when it comes to us adults, I love the Tara. Has evolved in his constantly adding new products to its line. Now, one of my favorites that has risen to the top is also serenity, but in the form of the serenity gel caps. It's actually completely different than the serenity blended self. It combines passion flower, lavender, Roman camomile lemon balm and a naturally occurring amino acid called L thea Nin. This combination helps to relax and calmer body. And especially the L thean has a very unique effect at helping call them our mind. So I love this affect and I love being able to rely on the so simply now the other oil have come to really grow in love, especially as I've been moving through pregnancy has been the arrival of co-pilot now co-pilot comes in two forms, both a oil and also gel cap and. The gel cap as a mom late at night has been a lifesaver to help my whole entire body. Calm and my nervous system. Kind of get this deep sensation of release knows adults again, it's all about routine and just as we do for our children. I love to make sure that we have a routine Bilton we have our diffuser by the nightstand. We are able to apply massages to me and my partner to help relax and rejuvenate us and let go of our day. And a we trust our own noses to tell us what wheels that we need. And I love the diversity of the oils in our home. So that I can reach for them and trust my instincts to choose oils that serve my emotional needs. And my physical needs in each evening. I hope overall you've been able to partner with me for a few minutes here in my own journey. And I hope that my story has affected you in both your ability to confidently and Joel's oils on yourself and your family and also help you to fearlessly share with those who have a need and as sleep as one of the biggest needs that tend to show people's lives. I hope that you leave with a diversity of oil is that you feel confident reaching for as you Taylor oils for both yourself and your family. Thanks for listening and congratulations on living at healthier lifestyle with essential oils. If you wanna keep track of what you learn today or to use this podcast in the class. Download the accompanying worksheet through the podcast homepage at dot terra dot com slash US slash Ian slash podcast. Make sure to subscribe. So you don't miss an episode. If you want to try the products, you just learned about Goto does tear. Dot com or find a wellness advocate near you to place. Your order today. Check out passed up Esso's by searching essential oil solutions on apple podcast, Google play or Spotify. Also, use the share button to share an episode with someone who needs it.

Tara partner DOE US Avery Kevin Neal Vata Joel Goto Munster Sleepytime Esso Bilton Ian apple thea Nin Spotify Google
DNB: The Strange New Vaccine Is Coming, Question It At Your Peril. More Election Questions Emerge In Georgia, & Biden's Compromised Staff Picks (11.23.20)

The Propaganda Report

34:35 min | Last month

DNB: The Strange New Vaccine Is Coming, Question It At Your Peril. More Election Questions Emerge In Georgia, & Biden's Compromised Staff Picks (11.23.20)

"Welcome to drive time thirty minutes. Forty five commercial free minutes for patrons jam packed with news of the day from a perspective of truth liberty and justice. This is monica peretz. Brad big our top story the road to the white house where the road to stay in the white house is not really totally close to trump and i have a little more information on that like i knew that it was limping along and it gets a lot of bad press and smoking gun for me as how much pressure. They're trying to put on trump to concede now to me that means that the process the legal process has real risks. As far as these guys are concerned yesterday. Brinkley and i talked to garland our favorite activist of all time and he happens to be an election integrity activists in georgia who we have known for years so we know that when he says stuff. I mean it's it is he never says anything like that lightly and he was telling us about some irregularities that he and his team were aware of or observed or spokespeople who observed and that they resembled some of the patterns in detroit and philadelphia. And possibly milwaukee so it seems to me. And i'm not gonna i'm not gonna scoop. You've been clear. I'm sure that will we should reveal. Garland's big reveal to us his opinion on how things are going to shake out but he did say that the that. What's he did. See a consistent pattern emerging of how philadelphia detroit and atlanta shook out and the and the cases and the suits are still live in those places and if trump were to get georgia michigan and pennsylvania. He i mean he he would have won and this is still a possibility. Yeah it's still possibility and based on what we talked about garland yesterday. Hey maybe a likely possibility. Well assuming that the caveat with all of that is something that somebody who's really committed to fraud and the operation is as sophisticated as it could be then even if it did turn out to be fraud there than it could get covered up. That's true he did not express confidence that the truth would will out what he said. Maybe this is like the punch line. But he thought georgia would get overturned. And given to trump after the recounts everything so would he explained to us. Was the first what you've been hearing about. The hand recount is true there was like but it wasn't really officially a recount. It was an audit that although at the precinct level they could count the votes and uploaded it. They could not then verify if that new number was reflected in the in the official audited results. So there's was no safety net there for them to validate it. Whereas with the recount. There might be one the many things that i found interesting. And we're going to post the full interview later today. A lot of great information and we're going to have some updates with garland probably once a week until this thing is over and we did have some audio problems with that recording. But it's fine. You can listen to it. It's not going to be a sharp. Is probably this audio. But the information in it is. It's huge one of the things i found interesting was the precinct thing we noticed it during the livestream that the that we did on election night that the water there was a water main break or something and they stopped counting at state farm arena. Turns out it was toilet. That was messed up. That led to the stoppage which i found interesting because that's right out of the simple sabotage manual from the cia and the counting temporarily stopped there for whatever but it did not or the processing but it did not stop because the the cards that the computer chip the wherever they did the votes on they put into the computer. They take that to another location to be counted english streetwear. How the counting did not stop but the processing over at state farm arena did. So you said is what was being counted. Yeah the republican observers laughs when they call off and then at one thirty in the morning i was at one hundred thousand food. They have to listen to. I mean garland has a lot of information have to listen to it kind of item by item. But one of the things. I found really really fascinating about what he had to say was that there were four different observers or workers who observed that the mail in ballots. Some of the mail in ballots a they received looked at identified. Touched were on what appeared to be the wrong paper stock. Which is how figure out counterfeit money. It was not creased and it would have to be creased to have arrived in the mail in an official envelope which is required for a melon votes. Be counted and this is a smoking gun. The circle did not it. There was no impression like a human being filled circle out with writing implement rather it was a perfect circle that appears to be a toner mark. Yeah i mean. I was blown away by that. And he said this is a significant number and said that doesn't even start to talk about the actual machines and the difficulties. They might have with those So i think that when he says you know he he thinks that trump will win. And that there's enough there and that he won another thing that we reported earlier was that he observes closely. You know minute by minute. Hour by hour. He noticed that there was one point. At which the biden count leapt by twenty thousand and the trump count simultaneously diminished by one thousand and that. He said that he's never seen anything like that. And his entire time intact or observing these kind of things and and it was funny because reading something about sydney powell. One of the lawyers. Who's working on this. On a recounts of the votes suits not no longer part of giuliani's circle. But she's doing it on behalf of the voter which i'm not sure she. I don't know how that's gonna shake out. But she said she claimed that that you could see votes flipping where biden's went up and trump's went down and if that i think garland was waiting to wait being some he was asked requested some evidence that he could verify why what he happened happened yet. He's been getting stonewalled a little bit request for evidence. There's a lot of questions lot lots and lots of questions in georgia and they're doing the recount again. I believe trump requested the next recount. Because they can do another one and he thinks that it is possible that if things were done correctly that purdue won't even have to go to a runoff against off but in the end he feels that both senate seats will go republican. If unless there's just such a level of shenanigans that his controlling there will be a high level of shenanigans. That's that's the problem because we know stacey. Abrams is in georgia. We know that people are coming to georgia from other states to canvas. Maybe they're not gonna vote but they're going to be canvassing there. Be targeting the youngest the youngest and the dumbest as you there. Probably their logo probably under walls target. The youngest is the dumbest and they want to get as many people. Tell them who to vote for like tobacco. Ceo's what's up guys such uncertainty in the world right now. The best way to have true security is by growing your own food and neighbors feed and seed in smyrna georgia. They got you covered the offer garden supplies vegetable plant chickenfeed bird. Feed farm supply everything. You're gardner farm. Needs even host a farmer's market on saturdays from ten. Am to four pm and right now for propaganda report listeners. Only they're offering ten percent of all online purchases at neighbor speed and see dot com just type in coupon code prop. Pr all caps. Check out and if you have any questions give them a call at six. Seven eight six five three eight three eight. Y'all show neighbors love over the holidays. They've got their their winter seed packs and say hi to bill. When you're there. James absolutely hated you. This is an election thing. That's why i want to get it in. But there is an article me atlanta atlantic this morning and i just feel like i thought the atlantic was like the new yorker or new york magazine where they just like act super snotty and smart and use big words. I mean it has jumped the shark as a propaganda rag and i would like to redo atlantic yet. Jump the shark a little bit again. Yeah i think it has. It's always been my example of hosts propaganda propaganda targeted at the kind of post graduate level education demographic but you see postgraduate level people behaving like this and this manor shouting these insane thing. So yeah that's true it. It is appealing to them still. But it's the standard has dropped so the one thing they say about her she's whatever happened to rules. And so let me just read you the paragraph and then i'll tell you what the real meat of it is. This is just complete propaganda. it says i don't. Why won't emily murphy. Just do her job and then it says i don't know for certain and she's big gal. It's not a very. Who's emily murphy. Emily murphy is the head of the general services administration so it's a very kind of bureaucracy oriented job and her job is to is to allow for the transition to buy this right and she won't do it because she said well. It's not you know this is not officially sanctioned yet and i have to wait that's what the rules are but they are but just matter yeah. One of the quotes was for four years. The white house has been occupied by a team of people who do not care about the rule so their accent like she doesn't but she absolutely hold on one second. That's the same type of response. I got when i tweeted last week. Hey look at this. Obvious twitter bias. Throwing it in your face where. This obvious misinformation. Disinformation about trump is trending at the top. While everything that somebody else you can tweet a joke about nancy pelosi and you get censored people on the top of my feed going. Go well for four years. They lied about everything so it's pay back time so people are now everyday people not just politicians have been conditioned to think it's okay to lie. It's okay to see because f- you other side and they'll use the democrat the democracy rhetoric all day long until you get those people saying will you use the democracy until it stops working and then you have to use protest so just listen to this paragraph like. Would you ever write this even privately. I don't know for certain that. Emily murphy gets up in the morning looks in the mirror and says to herself are good. But i'm willing to bet that she does most people in her position most people who are undermining the rules of their group destroying their institution harming their society are doing so because they have become convinced that they are good people virtuous people brave people dedicated people. Nothing suggests that murphy is an exception so her argument. They're just argument is her petty opinion that she might tell somebody at the high school lunch table. Which is gossiping is that is that they're trying to discredit her. She has a very valid point that speaks to her integrity. She's not doing this thing. Because there is nothing official that certified biden as the winner. So she's just waiting for the rules and the process to proceed right so the expectation is if it's against trump. You should break the rules right and she saying these also so this what. They're saying about her is she. She acts like she's this good person obeying the rules but she's just a lowlife piece of crap destroying the world but she just doesn't know it yet flight yeah okay just really brilliant. It's of journalism from the atlantic there. Yes that is that ad hominem attack. It's that just whatever she's overweight they'll probably love to see if she you know whatever. I'm sure there's names. I'm sure there's means everywhere because of covid Everything it doesn't matter you can shame people for their weight their their race for their beliefs as long as they're on the right or as long as they appear to be doing something against the left according to left right so and did you hear who biden. We'll pick as his client good. That was good. yes john kerry will be the climates who who my guess is. We'll we'll have a tremendous amount of power. It will be or the dad. Whatever the dad looks like. Herman munster herman munster whereas ted cruz. Grandpa right he is holy. Yeah totally you. Just have the munsters. Dc so this guy is going to have a pa- he's going to have an international position and his stepson and when you say like oh biden son and carry. Stepson are in this financial of relationship where they're on burris mus board and they have all these chinese investments. It's really hard to try to train yourself not to hear it as biden's stepson or irvine's center but the reality is isn't like i'm not responsible for what my kids do what you would think. Well it's not him but but when you think about it of course you're the parent it's not just that it's that biden himself can't do it. He can open the doors for hunter. Who's obviously not like this go-getter who just generates a billion dollars profit without putting any money down. Because he's so smart with crack and babies you know. I don't know but that that these are just. These are just mechanisms by which these guys use their positions of power rather as secretary of state or vice president or president or secretary of climate change. Their the these are highly suspicious relationships and they're slowly ready being put back and the point about while he's not his son. He doesn't make the decisions for her son. Couple of points there. He did raise his son and his son did learn from him and model behavior from him at a young age to form his personality and his impressions. Sure there can be devious. She's not one hundred percent responsible for it but he's got a little bit of role to play there. Secondly it's not about that. It's about being compromised by foreign governments and being used to control. Joe joe biden and people never look at the gym biden. Hunter biden connection with that guy. Sanford who's in jail for thirty eight years for financial fried but at a certain point. It's not just hunter. It's also jim. And jim is gary dwell. So how are they making. All these relationships with devon archer was convicted for fraud which was overturned a mean. These guys are connected to guys at the top and they're making ridiculous amounts of money and they're also connected with people who are involved in fraud. And i just i'm not comfortable with kerry having very high ranking international position. Clearly we cannot count on transparency accountability. Those guys should just just carry. Should just stay home. He could very well be asked compromised as joe because of his sons relationship with hunter biden and all that international yeah and and therefore partner. Was whitey bulger's nephew so it's not like these. Yes muller was in on one of the things way back. When and it's muller's number two who got devon archer the fourth partner off the fraud thing his wife but i also noticed a separate article in the wall street journal that that intel cia is going to get some budget for what they call soft threats which include pandemics and the climate so carries going to have his own arm of the cia. Potentially are that's an international position and since everything is a climate change problem. They just rope everything. Climate change umbrella that seems like unlimited power being given to carry if this if by doesn't up becoming president it. It's there two things here that are that if you were corrupt if you were looking for to place your stepson in positions of getting a lot of money and you had a position where you could influence policy through the climate thing but the cia stuff. You gather intelligence. I mean you can find out what's going on in other countries without the rest of the world. Knowing i mean you would have a tremendous advantage in understanding where and how and when to invest so. I just don't like this one little bit. And the more i see this thing unfold the more i think that there that really at this level there are two factions. I could be wrong. I get wrong on this stuff a lot. I have an insight about though when. I'm never wrong when i'm extremely cynical. I'll tell you about that. Big shout out to liberty gear dot net and online store filled with masks shirts. And even some cool posters including protest gear. Such as the obey up and flatten the lies masks and lots of other funny weird stuff to lighten up your day. Even if you wouldn't choose to wear a mask. Many businesses and governments are now requiring them might as well use the device to reach out to like minded people in your community and make them smile at the same time. Even if you don't want to buy anything right now look through the merch. Chances are there's something there that will give you a much needed laugh in this crazy world and if you're looking for something you don't see keep in mind. They love new ideas. And they take requests for custom gear. Just email them at custom at liberty gear dot net so please support a fellow liberty lover and a propaganda report fan. You might know and love as a bonus until the end of september. All products are ten percent off only at liberty geared dot net so. I wanted to tell you about this. This a- vaccine a vaccine news more vaccine news. Yeah i watched. The vaccines are interview on. Jake tapper show. Why didn't i didn't hear his thing. But i know astrazeneca had a press conference. And i just really want to understand these vaccines and the thing that like i was cynical about which i think is absolutely happening. Right now is when. I heard that when i saw the world health organization have a vaccine safety symposium in december and then dr sheva giving us the the real scoop about why patients are potentially dangerous and he was doing this right from his classroom at mit and people were loving it. And seeing some breakthrough in vaccine truth coming as like man. The only thing. I can think of here because the only thing i could think of here is that they are ready to bury the old type the conventional type and sit out to discredit it to emerge a new one. This is really never been done before what they're going to be doing to millions of people who are essentially guinea pigs jude. I've got. I mean i'm going to tell you how how insidious i think it is. And the details. Of what i think is happening in exactly that regard so the madonna and pfizer ones are these are. Na ones that that of. i didn't even know there. Were two requiring freezing in the hundred and fifty candidates. When i brought out that story about the freezers being something important because i read this article back order now right but i remember just thinking there was some issue with why are they highlighting the need froze for the ability freeze especially in third world countries. I just figured it was infrastructure. Climate change. I don't know so the modern awareness pfizer one are. They both happened to be these things that need to be frozen and their genetic ones so they don't have the aj events like the conventional vaccines. That's the thing people worry about aluminum. Mercury you don't need that because this gets rna. Into your body that will produce from your own materials. The spiky protein. That is allegedly. I question this unique. Chew and i'll tell you why. Unique to covert nineteen and then your body's immune system supposedly can be counted on to attack that the arna thing degenerates in on its own and then you have the antibodies from when you're exposed okay. So that's how that one works. It's twenty five thirty bucks a shot but it requires freezing today and it's ninety something percent effective but it's only effective against the matico vet so they. They are silent on whether reduces the number of positive. Pcr tests so fast forward to today. Astrazeneca came out with a with oxford. They also have a vaccination that they did two different trials and the blended result. Were that. They were seventy percent effective but they didn't just do the covid symptoms. They also did nasal swabs so. It's not really apples to apples. Okay i've a few things to tell you about there. Were two different trials. They did one with the uk people and so big tens of thousands people in the uk and the other was in brazil. The u k one had a half dose of the vaccine followed more than a month later with a full dose of the vaccine and that was ninety percent effect at the other one was in brazil. They did a full dose and then a month later another full dose and that was only sixty two percent effective. So that's weird. Why the photos and the guys scratching his head. He's saying we really don't know why maybe a primes you better to have less i. I don't know but if you dig into the study in the in the half dose followed by the full does the control group that they're comparing it against so they say it's ninety percent more effective than if you had the controller the control group instead of getting sailing shot which is like a total nothing. You understand how that works right. So you're giving them talking about the trial. Yeah right. The cbo's a shot. it's nothing saltwater. Then instead of that. They're giving them meningitis vaccine. So they're not giving the control group right. They're giving meningitis vaccine. Which because because vaccines have side effects using a meningitis seen as a placebo. Yes as the control. And then but it's crazier than that in that the other one the first time when they give you the first. Does they give you the meningitis vaccine. But the second dose the placebo for the other group is the saline so it seems to me if when you only get half the meningitis i f and now like i don't know if it's it's sixty two percent effective when compared to one meningitis and ninety percent effective compared to two meningitis. Does that mean that meningitis. Vaccines give you illness. Like it's a very up thing and the guy's like oh we don't know so we're just blending the results like he'll blend the results. Whatever but that's not even usually they do stuff like that to mask side effects. This was something that this was a vaccine paused because they had some neurological side effects which they decided was not attributable to the vaccine. Since that's the same kind of thing that is a side effect of traditional vaccines. It's quite possible that they dismissed causation. Because the control group had the same problems but the control group was also getting a vaccination is really deceptive. But here is the kicker it took me for damn ever to figure this out. I looked at maybe five ten articles. Before i could find truth including the astrazeneca press releases and previous presley's i went back to the beginning the so there's doesn't require freezing and it's only three or four bucks so they're going to give that to poor and middle class countries and they are not going to make any profit from it whatever. Their vaccine is a dna editing vaccine. So it goes in there and that's different from marna. The rna one shoots you up with rn. A which doesn't affect your genes at all and the aren a floating around in your body grabs proteins and builds a little spike and. That's it to generate the dna editing. One goes into your cells by using a chimpanzee virus by the way that has those little spikes on it gets into the cells and it inserts into the dna the instructions. That will create the rene. If i understand that park correctly creates the irony from the dna and then they are does the same thing which creates a but in this case. You're going back into the gene itself. Editing the gene and so it's not it's not i don't think it's like a spurned seller and egg salad. Don't think it's going to get transmitted to your offspring. I don't know how that works. I don't know if it then affects like future gates. But what i'm saying is they are. They are designating the dna vaccine as health and human services also bind dna. So maybe it's just poor people everywhere will get the damn. Dna vaccine and then the rich people will get the vaccine and they are going to be doing a multi-billion person experiment on this extremely experimental technology. That at least in the case of astra zeneca. If i read it correctly. They are not going to have a peer reviewed revelation of their of the details of the study until after the starts getting administer this because this is the study. This is the study. Well that's why this is a real study. Yes i agree with you. That's been saying. I absolutely agree with you. And not only is it. Comp- they are is they're studying aren't and the dna and they're creating too easily identifiable groups based on demographics so so it will have different impacts on different people. It's the implications are mind boggling. Now i don't have to tell you or anyone listening to the news bias. All news is bias whether intentional or unintentional there's always at least some level of bias in the news that we consume and this bias does impact how we see the world. fortunately ground news is making it a lot easier for us to quickly recognize this bias. Ground news a new app that provides readers with objective data about the underlying political bias in all published new stories. It's a first ever news comparison platform. Here's how it works. Ground news collects data from over fifty thousand new sources and runs a real time tracking then the coverage bias rating is visually shown alongside the story for every story. That you read you can compare how reporting differs across sources with different political biases and see if the coverage of the story skews more to the left or more to the right now. Ground news represents a larger movement of people who are fed up with traditional highly politicized news. No one wants to be spoon. Fed ideas are subtly influenced and covert ways with ground. News does is gives the power to the people so that you can make up your own mind if you wanna learn more and try out ground news for yourself and i highly recommend that you do head on over to ground dot news slash prop. That's grounds dot news slash prop and enter the code prop. That's spelled p. r. o. p. in all caps to get one month free of ground news pro and as an exclusive limited time offer who listeners of the propaganda report will get twenty percents off ground news premium membership. So what are you waiting for over the ground dot nu slash prop and start. Judging the truth for yourself today. It is mind. Boggling and people are afraid and people have been told us her patriotic duty. And they're going to be treated like a hero if they roll their sleeves up first and become one of the first ones to get the vaccine. F- ci was on cnn over the weekend. Talking about how the really difficult part is going to be figuring out. What kind of messaging and hal. How he can communicate. He kept saying. I how i am going to communicate to these covid skeptics. People that are anti vaccine and get through than these people are the problem. And on the jake. Tapper state of the union as i said the operation warp speed czar. The vaccine sar. He was talking about when they believe the first vaccines will come out. And he said they plan to immunize twenty million americans in the month of december at thirty million per month after that and he believes that the first people would be vaccinated by december eleventh or twelfth. And he said that they need seventy percent of americans at least to be vaccinated in order to create herd immunity so overcoming that problem of of anti actors and winning them over the actors are the problem. If we can remove that problem then we can get back to normalcy so anti vaccine or vaccines skeptics. Are what stands in the way of normalcy. That's the messages messaging. They're getting in one thing and one other thing that relates to what you're saying is he said and they were talking about the vaccines. Generally that are going to be released. Not spent not one specific one but he said ninety five percent of the adverse effects of reactions to the vaccines happen after forty days. And that's why the fda when they do an observation they do a study. They studied for sixty days. So that's the number. I'd be looking for after because i see this as the actual study so when people start getting that vaccine i'd wait forty to sixty. I'm not making any recommendations. Can i don't know about it. I don't well you said to me personally. That's the number that i'm going to look out for. Yeah i was thinking ninety days. I mean i hate other people's be free. Riders have absolutely. Nobody takes it. I'm totally fine. Never taking it. I really don't want it. My only hope is that it does no harm. Only hope i just. I don't see that. Did he happen to mention which vaccine he expected to be ready. I know he didn't he didn't just talking about the vaccine is going to be in people's arms december and start talking about wind. Can we go back to normal. He said around may when we can get that vaccine and he kept saying this in toddlers when we can get it in toddlers. Gosh no gosh. I hope that given the dna one two toddlers. So here's the thing. I want to direct people to an article. I read in zero hedge on somebody sent me the actual audio. It's this doctor. Hodkinson h. o. D. k. i. n. s. o. n. dr roger hodkinson speaking in alberta. He's i think he went to oxford or cambridge. He's a virologist who was a ceo of a biotech company and. he said that this is the biggest hoax perpetrated on an unsuspecting public. He's ever seen he said that the social distancing and the mask is not effective and he said the pcr tests on he said this underlying this in neon does not give proof of a clinical infection. He said that is why people are panicked and that it is unscientific. Something he didn't. I don't know if you use unscientific but i highly recommend people listen firsthand to what dr roger hodge can set in alberta another person. Another doctor coming to that conclusion. Which york's is reported on and then buried never mentioned again. I'm worried for him and people are old like they start not caring anymore. You know a lot of times. They're just like forget it. I have some courage than i really worry about them. We got a lot of stuff for the patron fifteen i want. I have a little game i want. I want to solicit people's help on a few little games. I'd like to play. I skipped fair warning. The van halen album before diver down. So i'm gonna hit that. I always have a great sunday. Now that we've started my van halen tutorial and oh my gosh oh i have to please before we go out to lanny. Baby charles is here. He's healthy and strong and nursing. Well it was a home birth and her first in these krona times. Her seven year old is so happy to be a big brother. They're one year old. Labs sniffy loves to smell diapers and alert her when there needs to be a change maybe a little. Tmi there lanny. Paul is waiting on her hand and foot. These are great friends of the show. And it's exactly the kind of thing to keep their minds off of what's going out there in the real world and she wants to thank us for our thoughts and prayers so puppy very sweet together especially when i know somebody who got their puppy at the same time that the baby was born. It was a newborn puppy as well and the puppy and the baby there. Four years old now. But they've grown up from birth together and they're inseparable there like a bonded pair of bunnies like my increasing. Like what do you call it. A pass across the bunnies to be honest with you. They're very very close. And i have a spot the fallacy from cnn that we can play in the patriot fifty as well. Great find your draft on these last week after new the proper dot com your favorite podcasting platform with propaganda report. Podcast feed if you want access that extra content that we post every time post the dnb go to patriot dot com slash propaganda reporting also. Check us out on rock fin. Where will be doing a livestream. Tomorrow talk gel.

emily murphy biden garland georgia meningitis trump hunter biden devon archer cia monica peretz state farm arena sydney powell white house detroit philadelphia sixty two percent ten percent Herman munster herman munster ted cruz
Mac OS Ken: 02.21.2019

Mac OS Ken

17:33 min | 2 years ago

Mac OS Ken: 02.21.2019

"Yeah. This is MAC OS, Ken. The marzipan and MAC pro show the real payoff for Apple Pay and racking the iphone focus. It's thursday. The twenty first of February twenty nineteen I'm Ken Ray. And this is news from Moco west Ken brought to you by yours. Truly and sponsored by ridge wallet. Get ten percent off your order and free worldwide shipping at ridge, wallet dot com slash Ken using code. K e n this show is also sponsored by edgewise. Connect one click connection protection, I hate to sound cliche. But how many times is this happen to you? You get in the car fire up a podcast drive away and ten seconds later, you're podcast stops while your phone members. That it cellular finds a signal and get you back to listening Paul wrote to me yesterday's. Saying that that's why he signed up for edgewise connect. That's what it's made for edgewise. Connect keeps you online when you're at the edge of WI fi turn it on. And it runs in the background. When you hit the edge of WI fi or connect to a bad hotspot edgewise connect steps. Into seamlessly. Move your web traffic over to your cellular connection when you're back in wifi range that moves you back over to wifi right now unlimited uses free through the end of this month. So you can give them a go at no cost look for wise. Connect in the app store or find out more online at edgewise dot app. That's edged wise dot app or look for it in the app store. Edgewise? Connect one click connection protection. Find it in the app store and the big thanks to edgewise connect for sponsoring today's show. New life or an old story on Wednesday writing for Bloomberg Mark Gherman resurrected the idea for single binary apps for iphone, ipad and the MAC according to Gherman the aim of the multi-step initiative code named marzipan is that by twenty twenty one developers will be able to build an app once and have it work on the iphone, ipad and Matt computers. People familiar with the effort sad. Crap codename marzipan so working title in my spine novel. Gherman called it a multi step process. And here are those later this year rights Garmin apple plans to let developers their ipad apps to MAC computers by a new software development kit that the company will release as early as June at its annual developer conference while they'll only have to code the app. Once Bloomberg says, they'll still have to submit to two separate app stores in twenty twenty the P says apple plans to expand the kid. So I phoned locations can be converted into MAC apps in the same way by twenty twenty one. The Ps continues developers will be able to merge, iphone, ipad and Macapugay shins into one app. This would eliminate the need for separate apps stores. According to the peace all of this fits nicely with past reports that Upul plans to sub some of its own chips for Intel processors in max as early as next year that said the Bloomberg. Ps takes great pains to stress apples off stated stands that. It will not merge I o s and MAC OS into one operating system. Gherman says we could hear more about secret agent marzipan at this year's worldwide developers conference than again, we may not plans or fluid and may go down the drain. The Gherman piece also says that apple may show up. The modular MAC pro at W W DC that's expected sometime this year will find out when we do. Longtime apple watcher and lube ventures. Principal gene Munster posted an interesting take on Apple Pay the way, he sees it the big deal about Apple Pay isn't the money it makes. But the way it paves for other services. Not that the number stink running through a few of those forty-three percent of global iphone users had nailed Apple Pay by the end of twenty eighteen a number. He bases on survey work as well as the growth in transactions countries locations and banks that's up from thirty six percent at the end of September. And twenty percent at the end of twenty seventeen that implies they're currently three hundred eighty three million. Apple Pay users up twenty one percents equate Chile and one hundred thirty five percent year on year. According to Mr. monster. Geographically apple pays split is twelve percent U S eight percent. Elsewhere. Where that's despite twenty one percent of iphones being used in the states versus seventy nine percent everywhere else trying to account for that disparity. Munster wrote one factor is greater acceptance on public transportation in China, Japan UK and Russia, we estimate that twenty four percent of US iphone users have used Apple Pay versus forty seven percent of international users again, though, use of Apple Pay isn't really what turns them on as it only represents a fraction of a percent of overall revenue, but he says it serves a great example of what you can build with integrated hardware software and reputation of protecting user privacy. Speaking poetically, it may not be use. But acceptance of Apple Pay that really changes the game. Summing up his thoughts on the topic Munster wrote while Apple Pay likely won't have a measurable impact on services revenue growth, the model and abled by Apple's treatment of user privacy lays the groundwork for handling other sensitive data and bringing ease of use to areas like health care last week apple signed the deal with the department of veterans affairs to bring health records to phones we expect similar features and relationships to continue to develop in the near future. I wonder if the insistence of some analysts keep guessing at iphone unit sales than scouring for signs their predictions are true will start to look pass as sewn in has for some for a while. But I mean for the financial side of the apple watching world, I wonder that based on the headline of business insider piece h SBC keeps pounding the table on Apple's slowdown in China. I guess there are a couple of ways to read that initially. I thought the headline was kind of dismissive of the HSBC concerns. It's possible though that the pieces is saying that HSBC is repeatedly calling attention to the issue. Well issue in quotes. What worries the firm is a recent survey, it ran of affluent Chinese consumers, according to the peace survey results reflect clear evidence of those consumers shifting away from apple and products from companies like wal way and Samsung, according the firm's note, while we see reasons for apple continuing to compound in the US, we believe that emerging markets will remain a question Mark unless there is a sizeable shift in strategy. And we also believe that Europe is at risk of slippage in terms of market share as more value for money propositions, notably from Chinese players gain in relevance. What sting says the piece doesn't show the survey numbers themselves? What is one to make the sentence? Respondent who already owned iphones were relatively less likely to choose apple as their next smartphone brand. What percentage does relatively less likely represent? When do they plan to upgrade, our their price points or features that could change their minds also shift focus not reporting units, I on services, and blah, blah, blah, blah, blah, HSBC maintains a whole raiding on apple shares a price target of one hundred sixty dollars. That's about eleven dollars under Apple's closing price on Wednesday. The firm also said that it's only apples healthy cash. Cashflow? That's kept it from going bearish on the stock. The worst rattling an iphone supply chain may be over. Apple insider has word of a new note from J P Morgan on the companies that make things that make iphone. I tend to point out one analyst rushed to a negative conclusion. In this case, I can't help wondering whether J P PM is hitting the smile button a bit early the numbers. The firm was peeping included revenues for apple suppliers for November December and January comparing and contrasting with each other and with similar timeframes in years past when the firm saw a possible break in the clouds was in January. Quoting apple insider while down on a sequential monthly basis. J m notes that on year on year analysis aggregate revenue rose by two percent in January the same metric in December showed a four percent decline. But November it was up nine percent. According to J P Morgan it believes these small improvement in January could be early signs of stabilization. Even if it's not smooth sailing for iphone J P Morgan's not completely freaked. That's because of say it with me services. Quoting the Morgan note, we believe investors are looking forward to the firm exploring inorganic opportunities in services, potentially accelerating the transformation to services and helping offset the headwinds from the manufacturing smartphone cycle. More news in a moment. But first award from ridge wallet a seriously intentional wallet. I don't know how you buy or get wallets. My last one was from a family member who bought one tried it. And didn't like it while it's I've had before that. I honestly don't remember. They've just been places to shove payment cards and gift cards and loyalty cards and couple of random notes, I jotted down in receipts that I have to clean out every few months and men alive. I shove a lot of crowd in my wallet that I don't need. Or did. Ridge is a front pocket wallet. Minimalist in design without a ton of compartments to fill with crowd the RFID balking ridges too tough plates. Titanium carbon fiber or aluminum held tight by durable. Elastic band holding tight to as many as twelve cards or as few as one what about your paper money. That's held tight either by a cash strap or a money clip on the outside, depending on your style travel lighter and neater with the ridge get ten percent off today with free worldwide shipping by going to ridge, wallet dot com slash Ken using code can. That's ridge wallet dot com slash Ken and use code k e n and the huge, thanks to ridge wallet. For sponsoring this week show. Brevity is the soul of wet according to Polonius, which should make Upul submission, the US National Highway Traffic Safety Administration on it. Self driving car head Larry us seven pages. According to apple insider, dozens less than some of those rivals in the space. Well, there's aren't funny at all. Absent Ernie statistics on the performance of vehicles or any plans for future tests. According to the report much less anything it might launch commercially. What you do get is an emphasis on safety and privacy quoting apple submission. The sensing component is able to determine where the vehicle is located in the world and can identify and track surrounding objects such as other vehicles pedestrians and bicyclists. This is accomplished using a combination of sensors including light our radar and cameras and provides high resolution three hundred sixty degree three d coverage around the vehicle. Good thing. It'll be driving itself since just that description makes me wanna take a nap. Of course, it'll be a while before driverless cars can truly drive themselves. Apple did say it's a mission that it's been doing some closed course tests with onboard people, here's how I imagine the ad for that job would go. Can you set pensively for hours at a time wondering whether each turn will be your last then you may have what it takes to tested site. Actually, qualifications on the bit less night. Listrik the MAC observer runs down the requirements listed by apple. They include defensive driving on closed course proving grounds. Vehicles specific training in the classroom instruction, simulators and closed chorus proving grounds and operational training for automated driving systems, still Barrington. There is the willingness to give your life for the ability of future generations to safely. Eat a whole pizza while driving down the highway and finally today, I quote, one of my favorite historical series in a drama about Elizabethan times, a supplicant implores the king of Spain. Telling Phillip there is need for haste. Then we must walk with feet of lead the king replies. Lest we stumble thought of that Wednesday. When I read that a bunch of pairs of Nikes had been bricked. Welcome to the future where sneakers can die themselves, except when they can't quoting a piece from apple and cider owners of the Nike adapt. BB cell fleecing sneakers that can be tied and loosened by a smartphone app or reporting their high tech footwear has been bricked by the Android version of the app and issue caused through a faulty delivery of new firmware. When I was a wee. Lad, velcro sneakers were all the rage and my elders complain that kids were going so dumb. They couldn't even learn to tie their shoes. But we could bend over and pull the straps on her shoes. I love tech. I think you know, this, but some things really don't need automation. I'm sorry. I'm late. I literally couldn't tie my shoes. The apple version of the apps working fine, by the way. So. That's good. Maiko s can brought to you by me and sponsored by edgewise. Connect one click connection protection. Find it in the app store or find out more edge wise dot app this show. Also, sponsored by ridge wallet. Get ten percent off your order and free worldwide shipping at ridge, wallet dot com slash Ken, using code k e and. Advertising handled by backbeat media online at backbeat media dot com. You can reach me a couple of ways info at Muko wiscon- dot com or call seven one six seven eight zero four zero eight zero. We will talk gather tomorrow until then that is news from MAC OS, Ken. I'm Ken Ray. Chow?

Apple apple Ken Ray Bloomberg Mark Gherman US gene Munster WI China twenty twenty Paul Europe iphone HSBC Garmin Bloomberg
Fast Money 04/24/19

CNBC's Fast Money

46:51 min | 1 year ago

Fast Money 04/24/19

"What if there's a smarter way to write out volatility smart beta strategies from Franklin Templeton reach for better. All investments involve risks Franklin Templeton distributors, inC. Bass when he starts right now with an earnings extravaganza. More than two trillion dollars at stake, some of the largest companies in the market just reported earnings moments ago, Facebook, Microsoft, pay pal getting ready to kick off their conference calls, and we are still awaiting earnings from tesla. The typically reported for fifteen five o'clock nothing yet, we've got full team coverage on all of these names, including Facebook with Julie worsens monitoring on Los Angeles. Gene Munster is on sad with us keeping tabs with your from them in just a few minutes, and we start off with Facebook. That stock is soaring. After the social media giant announcing daily and monthly users in line with estimates. It also said it has set aside three billion dollars to cover an unexpected fine from the Federal Trade Commission one of the largest in history. So looks like all the privacy concerns over its platform isn't impacting the bottom line safe to buy Facebook guy. I'm surprised it's up as much as listen to quarter was fine EPS beat revenue beat I get it. But you talk about daily active users pretty much in line. Seeing a lot of growth there. You're not seeing a lot of growth in monthly average users. Maybe that's okay. In terms of this number stuck out to me headcount up thirty six percent year over year. That's a pretty significant number. I think the markets looking past that to three billion dollars. I mean, maybe that's a one off Tim can speak to that. But given this. I thought the last quarter was much better than this quarter. I thought the price action was justified last quarter. I'm not certain it's justified necessarily this quarter. Although it was I think better than most people thought it was going to be. Well, I think we need to talk about the price action here. Remember, this is a stock that was down sixty percent last year. Yeah, that's a sufficient bear market. And they took a lot out of this the way it responded to earnings on January thirty first similar response here after hours, we'll see how it holds tomorrow. But if you look at the response from earning today across the board, you gotta give the market the benefit of the doubt here all the risk on names have acted well here. Eight Matt's up, Microsoft is lamb researches. That's a pro growth message here coming from this market and social media. Just to carry over from yesterday's Twitter and snap and Facebook's, obviously the monster and the group so it's really all about them. But, but it does tell you that there is continuing to see monetization that the ad spend doesn't show any signs of letting up our Poos. So the average revenue per user Facebook continues to tick higher. So you know, I I have to say that for God's been very critical on this stock. They certainly haven't lost their user base. In fact, obviously, you're now it's some enormous numbers. I think this the stories for the stock that have been the drivers to me for the last twenty percent have been about Instagram monetization about commerce and the potential there. And I think these are these are things that if people some sense that the multiple which I think without them is is is expensive and again, relative to itself Facebook at this point is trading relative. You know, it's trading roughly twenty five times trailing straight and roughly eighteen times Ford that's not cheap for face. I do think it's cheap. And I think it's cheap. Because the fact that I think when you look at the revenue growth side of things Ernie's, obviously this quarter is just something that's a little bit of a blurred, basically because it could be three billion could be five billion that are going to have to pay off. But the fact that they added eight. Percent to the monthly active users and the daily active users. I think that's pretty amazing because think of all the negatives have been thrown at Facebook because of their own demise of the mistakes that they've made, but think of all the negative news each quarter over the last couple of quarters, and yet they continue to grow a lot of people said, hey, look, I'm done with Facebook forever. Well, not so much because it seems like they're coming back. And if they are monetize in the way, I think that they'd likely could be in Instagram. I tell you what I love the snap numbers. I love the Twitter numbers. I love what we're seeing there. There's competition there. Facebook still owns that market and social media. So the mayor's might have said six months ago year ago, certainly privacy concerns that could be real that could really translate into the avenues going down at cetera. Shintos bears go into hiding at this point. I mean to Pete's point. Nobody's left the site. I mean, people can make all the excuses. I wanna leave face. But nobody's leaves the governments can shut numbers in the face a terrorist attacks governments can demand more regulation on the industry and find the stock. Seen that happen. It's not like we haven't seen. I mean, we've seen that happen. Right market. Doesn't seem to care. I mean, if I don't think it's going to happen here to the United States. And quite frankly, the fact that people haven't fled their site. Given all the news. You spoke about is astonishing to me. I think we still though, I'm not ready to say everything's a ok for these guys that have a lot of pressure on them in terms of the privacy issues. And in fact, they've made a bit of a business pivot. Let's wait and see actually what happens in these one on one and small group dynamics, I think they're doing a great job of paying lip service to being you know, trying to figure out what's wrong with the internet, whatever. However, they're phrasing. It and I think we've heard this before from Mark Zuckerberg? But I do sense Manos are more sincerity. But I think there's a lot more riskier so hope services. I would disagree with her. We've heard about right peel concerns about security and privacy forever. Think about the money. And why did that stock go down as much as it? Did. It wasn't just about the privacy concerns. It was also about holy smokes. Look how much money Zuckerberg is willing to throw at this issue. I mean, that's what sent every you know at gate the opportunity in. My opinion. So I still think there's opportunity I still say this is very much like apple where if we're all just going to focus on Facebook. We should be looking at Instagram, and I say that because two billion us I mean, holy smokes. When you compare that to snap. Is there any competition at all no, the reality is if you got two million sets of is here, and you've got a couple one hundred and fifty million or whatever it is for snap. We know the ad dollars are going and we've got the political world starting to stir up more and more. And as I get closer towards the end of the year. Obviously we're early the year. But as pushes out, this is going to be something where we're going to see more and more dollars going towards face. He tear points. Well, these are these risks here. These are no knowns, right? These are not new issues the privacy stuff and the way the stock digest that going up on bad news at people who watch charts we will short. That's how you want a stock to respond to negative formation. You have to imagine. This is going to give a run at the old high setting to twenty two twenty one or the old highs. I think that is certainly in the cards as we move through the course of the year is that question when are the elections guy? I asked you this the other night. So I don't think you'll have any problem answering this. Crackly? It's tough one didn't care. Dental trick the question November two thousand and one. Hula Salih, ding, ding, ding. That is correct. Is there a risk and being in Facebook into those elections, given that was sort of the start of the entire thing or sixteen down to one thirty five or so those risks are probably mitigated the risk is probably ones none of see coming. I wish I was smart enough to understand again, the fact that they added I mean, the headcounts up thirty six percent mean that's a staggering number to me at least it's a stagnant number, and they're more cost associated with it. But the market continues to look past any potential pitfall to your point to Chris's point good good price action on bad news. That's the definition of a bull market. And I'm big volume the breakout on January on earnings was on big volume. I'm gonna suspect we're going to have big volume tomorrow. And this little Paul's over the last few weeks was on no volume. So it tells us the stock is being accumulated here. I don't wanna bet against that. I I would also say it tells you the stocks being covered. I mean, there was a lot of short positions in the stock. And there's no question you now have this quarter. People waiting seeing you know, I would be scrambling into cover this thing if I was short. And again, the momentum and the social media space. We've always talked about this. There's a dearth of ways to invest in this part of which is affected -ly caught new media call it really this is this is this is how advertising works does this rise that we're seeing Facebook stock. He tells anything about where we are in this market cycle. And the fact the setup last year is terrible for Facebook. And maybe that's why that name is catching a bid right now could be and and let's let's look at them fundamentally trading at twenty times forward earnings, right? They got ten billion free cash flow coming in. I mean, the numbers are there that tell me that this is a stock. That's still has some upside to it. Because of all those numbers, they got virtually nothing in terms of debt. You look at this company. And I think the headcount a lot of that really is the money that's being spent for everything that's said they were going to be spending their money on. I think that's the contributor for why? We're seeing that headcount go up because all those dollars. We're talking about billions and billions of dollars that he was throwing out this the markets. Didn't like it when they heard it. But now all of a sudden, it seems like people are willing to say, you know, what it's okay Facebook's going higher. It's just hard to call twenty times a. Peak valuation for this doc, it's gone sixty two one eighty over the last four years, we're in this great bull market in twenty times doesn't seem excessive for speculative given the backdrop that we're in right here. From Warren Facebook earnings, let's bring in Lou ventures, founder and fast money friend, gene, Munster, Jane guy, started this whole thing off saying he wasn't sure the rise in the in the after stock was merited. So what's your take on what's going on here with the stock in the quarter as somebody who has not been a believer in Facebook? I think the rise is merited. And the simple reason is that these DA you numbers eight percent growth, which by the way, all that came from outside of the US is impressive. Despite the news. You're you've probably have covered that. Well, I've been listening to the call. And the first thing that Zuckerberg talked about was rolling out what he's calling a platform of privacy. And this is going to take a few years. And he mentioned something about a distinction about having our conversation's being private, but also not permanent. And that there is some time. Limit on these conversations that you have online. Something I think will resonate. There is hypocrisy. Amongst users that Zuckerberg is getting to with this platform of privacy. Is that everyone talks about this distrust that they have a Facebook now? But at the end of the day, they're simply hooked on the platform. I suspect if they can actually build some goodwill around privacy that will only increase they're tying in their user the user growth in usage across the board. So most impressive do you think the privacy concerns, the the concerns over government regulation? Do you think that needs to be put to bed at this point? Yes, it does. Unfortunately, that piece was the biggest outstanding negative here is this massive reserve that they have three to five billion dollars fifteen percent of their operating. Expense is going to be reserved. This year for contingency around litigating around this these future regulations, it's hard to determine what in fact in the timing of those. They will come undoubtedly. But I think what we're. Seeing here is consumers are voting with their usage. And they alternately I'm very puzzled by this. But they ultimately want to continue to engage in the platform at a very high rate. And so I think that any sort of legislation even though it would be headline risk isn't gonna fundamentally change. The fact that this is a scale a platform at scale that's hard to compete with. And gene normally at this time. We would also be able to ask you about tesla earnings which are typically released sometime in the four o'clock hour typically in the first fifteen minutes of that four o'clock hour, it is five ten and forty seconds right now, we still have not gotten that investor letter yet. What do you make of this delay? So I think that there is bad news coming I think that they will ultimately guide down for the the June quarter on earnings potentially on the near term demand. I'm still a believer in the story. Long term. I don't think that that's the reason why this is a delay. I think the simple reason is Elon Musk feels that he sending a mess. A very subtle message here that he is always late, but eventually always gets it done. And I think he does that with products. He does it with events. And now he does it with earnings calls. The stock is down a percent in the after our session, gene that you only recently picked up coverage relatively speaking compared to the other socks that you cover of tesla. But the last time they reported in the five o'clock hour gene was four years ago sixteen quarters ago in that quarter. They reported a big loss sock is down two percent. What's going to be the first number? You look for in that investor letter, which is typically, you know, five pages long single space, small font. So a lot of things that go through you do a control F to find the four looking guidance and look to see what they talk about the expense piece. A also believed that eventually that the company is going to raise money. I think it's the right thing to derail the story. But I'm also going to be looking through the letter to see if they have any language about that. This is the right time to do it for a lot of reasons, but will undoubtedly. To give some of the skeptics some fuel for their story that the company needs to raise money. All right, five twelve and counting still no shareholder letter, gene. We'll check back with you a little bit later on. Meantime, let's get Maury instant reaction to some of these big tech earning send over our resident chart expert, of course, around to the plasma Chris make your way over there was I think when we look at these pictures, what we need to remember is a lot of these stocks encountered, some pretty serious bear markets in two thousand eighteen now we look at Facebook after hours up eight percent, certainly good response. Got back above that one ninety level, which is certainly important. But I want to just take a step back and look at the longer term chart here. And let's just remember Facebook in two thousand twelve after the IPO had a sixty percent down the next largest drawdown was actually last year stock was down forty five. It was actually down twenty down twenty and forty five last year that bear market in. This stock is over getting back above that one ninety level. We think was. She it's done it. You have to imagine this. At least it's going to give a run at those old highs near to twenty. And then when you look at the other big name that certainly reported today. One of the biggest docks out there another positive response for Microsoft here up about three percent. And you know, it's another name when we look at the longer term story. This has been a one direction stock over the better part of the last five or six years. I broke out in two thousand thirteen it hasn't looked back. It's had to cyclical drawdowns along the way you had one in two thousand fifteen twenty sixteen. It was down twenty percent over that period. It recovered this loss in forty three days. It may new highs this decline last year also down about twenty percent. It's now recovered this loss in about fifty five trading days. So this quick response to these deep oversold conditions last year is nothing new. It's how the stock behave last year. We think you want to stay long here. I think ultimately we're looking for kind of a near-term target know, you can point to you know, maybe even one. Seventy five on Microsoft's. They move through the course of the year, but we have to like the response to both these companies with their earnings this year. All right. Chris. Thank you. By the way, we do have Tesla's results. They are out Phyllis coming through this letter. The shareholder letter will bring you the details as we have it. Meantime, Pete, let's talk Microsoft, and now you're in this name. This is one that Chris likes to I still think there's plenty of upside I think it was last week or two weeks ago we were talking about potentially one forty in the cards by the end of the year. I'm not talking about something in the very near-term. Although based on what we're seeing in the earnings look at the growth in revenue look at the growth that you've gotten his your look at the growth that you've gotten gaming. I mean, this is a company that just continues to pump out exactly what the market needs, especially given the run into Ted Microsoft has been on this almost straight up move. It feels like over the last couple of months, and it's been very very impressive one of the leaders old school tech as we call it. But I love this name. I still think when you look at how much cash they've got minimal debt they've made some acquisitions, but when you look at all of that, this is a company that is doing everything right in there. Paying into the market, and they are slowly eating away at some of that market share from AWS. There's also a decent read into enterprise, and if people wanna looking for clues on the economy, the fact that you know, they're they're continuing to see the operating leverage in this core business talked about azar excited. We wanted to go straight to fill about has the stock is down more than two percent of the after hours session. Just got the numbers. Phil give us a highlights. Well, it's a bad number. If you're looking for the top and bottom line for tesla in the first quarter, a loss of two dollars and ninety cents that compares with the estimate from analysts of a loss of sixty nine cents a share so way worse-than-expected there and in terms of revenue far light of what they were expected to come in with the had revenue of four point five four billion dollars revenue was expected to be five point one nine billion dollars. So again on the top and the bottom line, they are way shy of what was expected a couple of important notes Melissa cash and cash equivalents they end the first quarter with two point two billion dollars in. Cash on hand. So they've got enough for the near term whether or not that means a capital raise in the future. Certainly that'll be coming up in the conference. Call in about fifteen minutes. They are also reaffirming their guidance for between three hundred sixty and four hundred thousand model three or total deliveries. I should say for all of two thousand and nineteen and finally the Shanghai plant that they are currently building that is scheduled to be up and running sometime early in the fourth quarter. According to tesla, again, a big miss on the top and the bottom line conference calls starting at five thirty Melissa Becky, fourteen minutes time villain. I'm sure you've got to the end last paragraphs of the shareholder letter twenty nine thousand nine cap ex bass majority of which will be to grow capacity developed new vehicles two to two and a half billion dollars. They believe the amount sufficient to continue developing the main products operating cash flow less cap ex should be positive in every quarter, including the second quarter. That is that is what they had said before or or is this different because they're saying s. Oh, it is. Okay. So that is as I understand it is okay. I go. All right fell. We're going to go to Jean Phil. Thanks. We'll check back with you, gene monster. We got the numbers. There was a massive delay. They've got a massive miss on both the top and the bottom lines. Now what? Well, I think you in Phil we're getting into kind of the substance of this about work caches that and I'm still not quite clear what the guidances for the June quarter in terms of revenue, and what that implies for delivery. So I understand that the stocks down a little bit here. I would expect that still there's going to be a lot of movement in the stock aftermarket as they really kind of flesh out what their expectations in particular, how China and Europe are are uptaking in and that offset the negative of the the wearing off of the tax credit. This is good to know, Melissa. But still we don't have the key data the key facts yet in terms of how to really think about the state of the business right now. So in terms of when that conference call cakes off in about twelve minutes time, gene, do you do expect the company to give EPS and revenue guidance as well for the second quarter? Yeah, I think that they will we'll give it a little bit more in terms of what the potential loss could be you outlined some of that. But I think that they they will flush that out. But that those details and to think about our up or down quarter to quarter and just production rates all of that will allow us to train late what better the June quarter, what their view of the June quarter is gonna look like. And so that's the reason why we just don't have all the information right now, they say at the end of the letter, gene, we expect to return to profitability in the third quarter and significantly reduced our loss in the second quarter. And I know that's very fuzzy. But what's your what's your take on my take on that is I would say that was generally we'd expected as for more of a loss in the the the June quarter. I would point out so in some ways. Yes, there was a guy down at sounds like they're probably guiding down a little bit for earnings for the June quarter. But generally that was expected by investors. I think there was something else. That's important when Phil talked about the three hundred sixty two four hundred thousand vehicles that expectation it said that same thing three weeks ago, but for them to hit that number for total deliveries in two thousand nineteen I think is going to be difficult in Spain. Typically, it implies about one hundred thousand vehicles per quarter, and they just did sixty three thousand in the March quarter now because it's difficult, and I define the near term is the next year doesn't mean that this company isn't going to make it I think they will be wildly successful. But I do think that there are still risks to some of the street estimates on on on deliveries. They will be likely below that three forty two four hundred thousand range. All right, gene. We'll let you go back to work here. What we trade? This stock. Very volatile trading shares a tesla the after our session we've been watching it bounced from the a loss of more than two percent to a gain of more than one percent here alluded to this last night. We had talked about we've talked about for a long time. Now kudos to Tim has been short to sucker for a while. But to forty nine was low back in October. We obviously, I guess attempted to trade down there in the last twenty minutes or so, and I'm not suggesting anything that's happening now is viable. But with that said if tomorrow, this thing doesn't get hammered again for the first time, and while you might see a potential for a double bottom. I mean, this is. By the way, back in the old days is something called you should pre-announce a month and a half before this disaster. And I don't know how you can take seriously any forecast they give going forward. I mean, in my opinion. But with that said if the stock doesn't sell off on this. That's very interesting price. I might just add this is not a double bottom. This the fifth time. We've now it to fifty right? So I don't know many stocks quickly. I I don't know many stocks that ceelo five times in hold it. And I think what we wanna watch. Here is watch the response from the bonds the bonds haven't bought the story at all. I think they trade eighty six eighty seven cents on the dollar there near new low. So if there's a problem here, I think the bondholders are going to tell you that going into the quarter. No, no, no. No. I mean like, and I to me the most important numbers. I just heard where the two point two billion in cash on the balance sheet because I you know, I wherever they could have found that cash they did. And they reported I'm sitting I'm sure they it's all fine. But you know, that's the most important number. I think for people that are worried about a company that's been cutting cap ex. You get ten percent fewer deliveries. You've got a dynamic where there's some concern about suppliers. You've had this this this spat this public spat with Panasonic who they have they have commitments to essentially to fund battery production so cash on hand very important guy talked about three sixty two four hundred e skeptical. I I don't even know how you can get there, especially with the fewer delivery numbers. But but no one's ever bothered to really care about the delivery number. So, you know, this this to me it'll be interesting to hear them talk about the director's. There's been a lot of news this week. There's been a whole this has been an adult of news. And I think we wait. The chairman brought up this interesting point here. What what a tesla moved away from delivery numbers like Twitter recently did. Capitals. So we'll continue reporting total revenue, but you know, why why focus on these literacy concept when everybody wanted transparency, and then they got transparency. And now these guys are all moving away from that. Right. I mean, it's it's it's a pretty interesting concept. I'm not sure that the markets get a like hearing that. And I don't think they wanna see that they want to see what's going on with tesla. Because to Tim's point what you're alluding to. At least is boy these numbers are coming out of wherever and the the idea of listening to numbers that are so far off Mel from what they actually can deliver. Oftentimes does that. A loss. That's why by two bucks a share. Do you think I can't invest in this good makes it tougher? I think know, we look at everything and we all try to try to decipher as much as we can. But it sure makes it more difficult, especially given what guy was saying. This should have been probably out there already. All right again in volatile trade on tesla in the after hours session to the conference call we'll start off in seven minutes time. Meantime, we were all over the big outdoors louvers throughout this hour. We'll bring you the biggest headlines from all of the conference calls going on right now. Plus check out shares of the stock sitting near its fifty two week highs after rallying more than sixty percent. This year alone. The traders will tell you this hot doc is about to get even hotter and later Siamese stock teddy an all time high today, but a number of names of the group are so way off their highs, which one should you buy for catch up? The traders will weigh in. We're live from Times Square New York City much more fascinating right after this. Hi, I'm Megan cigarette. And I'm Eric j MAC, and we're the host of the daily dish Bravo's official podcast every week. We recap your favorite Bravo shows and get the inside scoop from Bravo. Liberties to join us every Thursday to get some t- the daily dishes available everywhere you listen to podcasts. And remember watching Bravo isn't a guilty pleasure itself care. Welcome back to when he was on alert on japodlay higher after its earnings report. Kate Rogers is in the newsroom with more Kate. Hey, Melissa japodlay beating analysts estimates here on the top and bottom lines. Same store. Sales also increased nine point nine percent. That's above the seven point three percent. The street had projected for Q one RJ havi of MorningStar told me the nine point nine percent cop on top of five point eight percent transaction growth is really the clear highlight of the quarter. He added that with mobile ordering and delivery likely continuing to be meaningful drivers over the near future and the loyalty program likely continuing to gain steam, we could see high single digit constitute thousand nine hundred and as far as twenty twenty digital also grew one hundred point seven percent in q one year over year now accounting for fifteen point seven percent of sales. Take a listen. Did you tell till two hundred six million dollars during the quarter and represented fifteen point seven percent sales. We also relaunched in neutral poli dot com website in February that is helping increase customer conversion we are pleased to be averaging more than one million digital transactions per week. Nickel. Also talked about the company's new loyalty program, which has enrolled three million members so far just launched in March. They're also continuing to lean into mobile order and pick up as well as delivery with pickup shelves in all relevant restaurants in now thirteen hundred stores with digital second make lines in place. The livery is also the fastest growing part of the business. The company said on that call the stock is up over sixty percent year to date. It is the best performer in the restaurant space. And of course, we also have CEO Brian nickel. He's going to join us exclusively tomorrow on squawk on the street after the opening bell around nine thirty to talk about all of this. So tune in for that are real we will. Thank you Kate Rogers in the newsroom, this seems like an example of a stock that's runway up. I mean of the monster performance into this earnings report in the and it's splat, and you'd expect it to be running way up. They can be nothing that would give the Mark of what they wanted except for the fact that instead of three dollars they gave three forty year. I mean when you look at that, plus the digital growth, and she's talking about deliveries all every. Aspect of the business is going. Well, the thing he can't get your arms around though is the valuation. I mean, it's presently valued at about one hundred times earnings. And then if you go forward, you're still talking in the sixty times earnings, so I think it's really difficult. I think for anybody sitting on the desk to say, you know, what this is a by. But Brian nickel has done amazing job transforming this company very rapidly into exactly everything he did a Taco Bell. Hard to say, it's a by. Well, I've been I've been I didn't think it was it was three hundred ninety five dollar stock in December. It's trading north of seven hundred now it trades close to I think forty five times forward. Whatever numbers. You wanna put got sexy? Let's call it. Let's call it just for that. It's a ridiculous valuation. I'll say this as well operating margins were disappointing. But you know, when Domino's remember that huge run, Domino's that everybody said, you know, Steve Kraus was one correctly said, it's a technology company. I think that's what people are saying. Now, it's crazy as that might sound quickly October two thousand and fifteen I think the stock topped out at seven fifty ish. That's a level. You might want to look at now. All right. Let's check out where we stand in terms of the other after hours move. We were as we head to break Facebook, the big winner here. That's is up. Ten percent of the Mark Zuckerberg speaks on that call meantime, Microsoft sitting at an all time high. And then there is tesla. It is up by one point three percent. Despite a big loss. We'll bring you the very latest on these reports the tests the conference call by the. Way kicks off and thirty seconds time. I'm Melissa Leo. You're watching fast money on CNBC first in business worldwide. Much more fast money coming up next. Technology today has never been smarter. But smart only matters when you put it to good use together, we can build a smarter future for all of us. Let's put smart to work. Find out how it IBM dot com slash smart. Welcome back to fast money. We're going earnings alert on Zeilinger shares of the maker's sinking double digits despite posting record revenue numbers for the fourth quarter company. Also announcing the acquisition of solar fair. Of course, the stock is a run up forty five percent this year guy. What happened wall to what happened? There was fine quarter. They be EPS by penny. They beat revenues margins were basically in line, but valuation gotten away from his stock. That's going from eighty eight to one hundred and thirty eight and effectively a straight line over the last couple of months, I think people said to quarter was fine guidance. Okay. Not good enough. Let's take profits. I'm not comparing to companies, but I'm comparing the price action we've seen this with adobe for the last couple of years when they had stock as a huge run that come out report quarters of fine. They solve the stock two weeks later. It's making a new all time high. I'm not suggesting that's what happened in silence. But if you look at the quarter, it's a fine quarter. And they did everything they needed to do. I think people are taking inclined to buy this eleven percent decline. I wanna see what how it shakes out tomorrow. But yeah. Yeah. I mean, I think yes. I would be to be honest with right? Meantime, they estimate semiconductor ATF. Jess an all time high today, despite the big run up this year, a number chip soccer still a long way from the top shears of Invidia Micron both down more than thirty percent from their fifty two week is we'll Applied Materials down twenty two percent Advanced Micro off by more than seventeen percent more on these chips and how to play catch up with the group. Let's bring in our resident Tartus crisper you looking at her no going up again, Jason wells, straight up three. It's remember triple. I think we want to stay long here in what's compelling is. Sometimes we forget what the longer term price action. Looks like this is the semi's over the last twenty five years were only just now beginning to take out those highs from one thousand nine hundred ninety nine this was on a twenty year basis a net return of zero just breaking out to new highs this high fourteen seventy five that we just broke above and the low here. About ten seventy five that's about a four hundred point difference. We can then extrapolate we think ultimately four hundred more points before you get your next target. That's how we measure price targets. And when we look at the semi's just in terms of message. I think one of the really important stories is is that you're starting to see the semi's now outperform software that is a big change from last year in the low growth growth scare environment. Semi's underperformed all year that has started to change here. I think this is I think this is a reflection of cyclicality, I think it's a reflection of global growth. What names can we play some catch up with because the index is up something like thirty five percent year day? Are there any that have trailed this one stands out maxim products AmEx IM about a seventeen billion dollar company? It's up nineteen percent year date. So it's done half of what the Siamese have done. It's quietly put in this. Nice little base got above sixty today. We suspect this one gives a run back at those old high. Highs near seventy so we got some room here sixty to seventy I think it's a way to play catch up. But when we put the group in context, this is twenty years of nothing just beginning to break out outperforming software as a pro-cyclical pro message. Then that's what we like to say. Hey, what you say long-stem easier. I would I actually like a lot of these names. I'm in a lot of these names. What are the names I'm still in its islands? And I know it's down I've been taking pieces off here and there a little bit. I still had some going in earnings I debated taking the whole thing off. I made a mistake a held onto it. But I still believe in a lot of these names, whether it's Intel which AMD, which I own enzyme linked, which I I like those names. Yeah. Forty four to forty eight percent and eighty four days this is ridiculous and relative to the SNP. It's out form the SNP by twenty percent since January, by the way, a lot of this is on the back of the fed. So to be clear you've actually taken out the highs relative to the market that you hit March of last year and November twenty seventeen if you think the fed is going to change course at all. I would get out of the way on this. I'm not going bearish on semi's look on. On a really super local leverage to the economy. It's it's always we know super cynical, but it's particularly levered to the fed, and we're at a point here what we expect absolutely nothing from the fed markets at all time. Highs financial conditions are actually loses. They've been in a long time. That's something to think about. All right. Let's get a check on Sunday big earnings movers. As we had to break. Facebook surgery. Nearly ten percent cracking two hundred at one point one nine thousand nine seventy three right now is the call is underway. Nine christoph. Meantime, hitting a new after hours high, and then there's tesla it is higher right now. By percent, Elon Musk is on the company's wipe cast right now, gene Munster's hard at work on that red middle here from CEO's, Mark Zuckerberg, anti Lon musk right after the break. Welcome back to pass money. We got an earnings alert on Facebook. Mark Zuckerberg, speaking on the call as a stock is that it's after hours high. Let's get to. Julia Borsen in Los Angeles for the details. Julia Melissa Facebook shares moving higher as Mark Zuckerberg, reassured investors that his shift to creating a privacy focused vision for the future of social networking platform. He says he's going to work on for the next five years. He says it won't hurt long-term expectations for the business. It won't cannibalize. Facebook's core ads. The reality is any impact is going to be longer term. And we don't know exactly how this will play out yet. But on some of the questions like whether encrypting content will hurt our business. A more confident that won't be a significant issue. We don't use the content of messages between people to target out today. So encrypting that content won't change. What we do. It'll strengthen people's privacy without meaningfully affecting our business. Does that Kebir didn't specifically comment on Facebook three billion dollar charge took due to that inquiry by the FTC he left that to his CFO, but he did speak to regulation outlining areas where he wants countries to regulate and take the decision making away from Facebook. Building trust will be deferring to a public process on how to make these trade offs. I understand that any regulation may hurt our business. But I think it's necessary getting these issues right is more important than our interest. And I believe that regulation will help establish trust. See if David Wayner did adjust the company's expense. Alec higher doing Parch that three billion dollar charge thing operating expenses will grow between a forty seven and fifty five percent this year that from the prior range of forty to fifty percent Wainer also warning that revenue growth will continue to decelerate with headwinds to add targeting that's due to a number of things, including regulation, enabling people to opt out of targeting ads. And of course, all of these new services that Facebook is offering their users enable them to opt out not to mention this private messaging that they're working on Melissa. All right. Julia. Thank you. Let's get back over to gene Munster at the is to break down. What we've heard so far engine. I want you to use your Rosetta Stone. Decipher Berg just said on the conference call because the sound bites. Julia just played here says on the one hand he doesn't think that there's going to be impact near term. But the long term there's no way to deal with the impact is I don't really understand what I'm supposed to believe here. But what do you say is going to be a subtle shift to the business, Melissa? And automated this platform will be small features. He doesn't think that having if it was a big impact in terms of how people were using the Facebook products like Instagram or stories that will cause something that would be jarring in. So I think what he's essentially for shadow in here is that this is going to be this privacy platform will be subtle new features that will be added that will not fundamentally change. How people use the platform. Limited to advertisers and not cannibalizing its core ads. And I'm wondering what your I mean, we we've seen a whole lot being thrown advertisers. And they still haven't left the platform. What could be the concern though, as Facebook pivots to this privacy oriented platform will ultimately was you talk about he talks about privacy in specifically on how data is used. That's one of the reasons what makes this platform so powerful is this specific data allows this incredible targeting. The second piece is just the raw number of users the reach that it has going back to the first point the way that this platform could have an impact on Montas -ation if they start to take away some of the data some of the tools that advertisers us for better targeting that could impact Montas Asian. What's the great for the quarter, gene? So most I'm going with a b plus here did a great job of growing users. Despite all the negative press out. There's still regulatory overhang here and the last positive piece. Is they do have some optionality around messaging commerce with Instagram and even virtual reality. All right. Well, let's get back to work. We'll check back in with you. Let's trade this, gene. Gave it a b plus p what would you give Facebook, you know, given the quarter. I think overall I'd say somewhere in that ballpark. Be plus makes a lot of sense to me. I you know, they cut some of the cap ex forecasts that they'd had. But there's still some headwinds. They talk about for the second half of the year. So I I don't know. I get a little bit nervous after the run that Facebook's had. And what I what I'm seeing here. I just I'm starting to think I need to take a little bit off. I owned the stock. And I I don't know. I don't like what I'm hearing about the second half of the year. I wanted take James classes because I think he's Mr. b plus, and you know, sometimes that's enough for me. Get grade inflation kind of thing are you a b plus her look, I'll take it. I'll take it. Now, the bottom line is on Facebook. What I think is different about this call is these guys are taking a tone with regulators at basically bring it on in a very respectful way. In other words, they're saying it's not up to us. We're willing. To take our medicine, and we'd like to listen from you. But also, the the expenses are higher than expected and other quarters that has been a big deal for this stock so interesting if up nine percents of plus I'd love to see what an A is. I think this was fantastic quarter the stock reflects it. I wanna press it long. It's always been our experience when the executives welcome regulation. It's because they know it prevents competition. And I think that's the message from this quarter ringing your melts. Made that point a number of times regulation. It's good for the big guys and gals and it crushes the little guys and gals. I would take b plus any day of the week. Although that's something that would make you weep number one number two. And to Pete's point. This is the this is coming off Facebook continues to expect revenue growth rates will continue to decelerate sequentially through two thousand nineteen. I mean that should be somewhat concerning to your point again, given the run the stock his head. So I don't know if it's a b plus a I thought last quarter everything they said was far. Better than this quarter. So I would expect the stock to sell off a bit like test shares. They're up two percent up two percent. After this earnings report Ilan, Muslims, speaking on that call right now, we'll bring you the comments in just a few minutes, and it's not just tesla checkup. Microsoft new high in the Dr session visa the only name lower right now. Much more fast on this. Very busy night. Welcome ex bass money blowing up slightly today. After reporting earnings before the bell, the company announced earnings in line with the street, but came in late unrivaled new saying it took a one billion dollar hit in the first quarter due to the grounding, the seven thirty seven MAC, stripping back full your guidance, but options traders think this could be about to take off Mike coz in San Francisco with the action, Mike. Yes. So we did see above average options volumes today following their earnings release and bullish bets. Outpaced Barish ones. One of the traits that I was looking at was a purchase of the may tenth three eighty two and a half. Call somebody paid six dollars for a thousand of those. And that is if someone who's making bullish bet that Boeing is going to exceed that three eighty two and a half stripe price by at least the six bucks that they paid that would take it above three eight and a half by may tenth. And I think this is interesting because on their earnings call they did indicate that they obviously had to withdraw any prior guidance. But they didn't release new guidance. But they did indicate that some information will be coming out shortly that also would mean that the stock would likely recover the prices that it hasn't seen since they announced those seven thirty seven max production cuts on April fifth. You know, I'm amazed at how well this the resilience of Boeing, I think is absolutely unbelievable. And when you look at free cash flow, it's something everybody always talked about. It's actually down ten percent. But it's still amazing. It's an amazing number at some point in time. You got to figure this is going to be on the back burner. And because of that I think Mike's rate with these calls that we're seeing out there. I think a lot of people are starting to bet on the idea that this is a stock that no longer is going down seems to be going up. All right for more options action full show. Friday fact, thirty PM eastern time coming up tesla holding onto games in the recession despite reporting a beer than expected loss. The always colorful CEO, Elon Musk speaking on the company's webcasts right now, gene monsters on that red found on the call. He's listening, and we'll bring us the latest and fast money returns. Welcome back volatile trade, and tesla it is up right now in the after hours session, Elon Musk speaking on the company's webcasts. Let's get the Philip oh for the details. Phil. Melissa the QNA part of the conference call where the analysts are getting a chance to ask questions is just now beginning during the prepared remarks, Elon Musk kept his comments fairly brief. Although he did allude to the fact that when you look at the first quarter keep in mind that they had very lumpy production and lumpy deliveries in terms of surges as well as gaps in the those deliveries. Here's what he had to say about the rush of deliveries at the end of the quarter. Deliveries occurred in literally filed ten days of q one. As a result in a large number of vehicles difficult, deliveries shifts into Q two which caused net acumen that counts, it'd be negatively impacted as we said, we could not get the vehicles to customers physically time and response this. We are on process of regionally, balancing, our vehicle both throughout the quarter. By the way, keep in mind that they expect to have the Shanghai plant, Melissa they expect that to be up and running by early in the fourth quarter. We're going to hop back on the call. We'll bring you more as he line continues to talk with analysts. All right, Phil. Thanks philadel-. Let's get back to Jeanne Munster. Gene wants the grade on tesla. So most I'm going with a b minus here. The reason the negative side is that they missed the delivery numbers for the quarter. They're having logistics problems in China and Europe on the positive side, the cash balance was about a half a billion dollars more than what I was expecting. The also announced other products other initiatives other up side of the story. Whether it atonomy musk announced on the call they're going to come out with an auto insurance product, this is going to compete with the likes of gyco and state farm. The reason is that those players gyco and state farm are basically flee seen the tesla owners. Those cars are less likely to get an accents. But they charge more premiums. So if you put this all together. I think the quarter was largely in guidance largely as expected the company is going to have continued have a rough two thousand nineteen but I still feel confident that they will reach escape velocity and fundamentally changed transportation. Why you want company like tesla to go into auto insurance? They they're going into autonomous. They're I mean, they're going into all these different lines of businesses. Don't you want them to just focus on cars in the near term? Absolutely. And the near term is focused on cars. I think some of the difficulties that they're having with logistics. They're very open to talking about some of the long term opportunity to get investors to focus on the bigger long-term pitcher. But also answer your question is it does make sense for tesla to play in the insurance game because they have probably the best insane. Terms of the reliability of these cars. I did get a chance to do a test drive with the full standard driving features. And I can attest that I am not a good driver, Melissa. And I welcome. These types of features to improve my insurance the world welcomes them to gene to. Keep us from you, gene. Thank you. We're going to see tomorrow Fram is on earnings. So this won't be the last of gene by far Pete. What's your reaction? So far, first of all, he's not a great driver. That's why rides the pike. Route minneapolis. We each other all the time. I would say this gene talks about the missed on deliveries. Right. I mean, they missed on earnings missed on deliveries. They've got a lot of different issues that I think are pretty negative. So be minus. I think genes being pretty generous with that. Great. Well, when you're great, oh, I'd be closer probably Sima, but too. But the cash ballots is something that was I thought pretty interesting. I mean, and I'm not sure how that came out the way it did. But the fact that they've got the cash balance that they do that actually is impressive to Mr. short when he said, well, I tell you what I I'm incredulous they say they're going to produce ninety to one hundred thousand nine hundred thousand deliveries in the second quarter after doing sixty one. And again, this comment about we the last week the of the quarter, and this and that I mean, it's it's to me getting to a place where that's an absurd thing to say in terms of the cap ex again, they're cutting cap backs massively. How are you growing? Whatever. Happened to the model. Three changing the world. If anything this is a company that's slowing down everything. Yeah. This this. There's nothing. Good here. Quick. We hold the quintupled bottom. I don't think we do. We do now. Okay. It's the fifth time we're down here. There's nothing that prevents the name from bouncing here. But to seventy good resistance your seller up to seventy great. I watched this quick. Quick d that's a D And Mike de Jong final trades up nex. We're. We're still. Final tree time pate energy energies been on fire. I think Oxy those huge buyers today it's going higher. Ten got forgotten about biotech Biogen to me long-term pick Chris Brown. I'm a buyer Ford, if the anti tesla trade, I like it long here. We should tomorrow. You know? I'm Mike Mike got in the Ocho that makes Joe. Balconies to sell off his is quarter come on. All right. That does the rest of you back here. Tomorrow by for more fast money. Meantime, don't go anywhere mad money with Jim Cramer starts right now. We live in a world. That's creating a enabled everything a world with more. I o t devices than people today technology has never been smarter. But smart only matters when you put it to work where it matters when we put smart to work, we can help save species increase crop yields and make progress, but not just for a few of us for all of us. So let's get to it. Let's put smart to work. Find out how at IBM dot com slash smart.

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Reclaim Your Life; Reclaim Your Body

The Mindful Minute

30:53 min | 1 year ago

Reclaim Your Life; Reclaim Your Body

"Welcome two weeks. Two of our April series this month series is called reclaim your life. I really love it. I hope it works for all of us. So we started last week. And what we talked about was reclaiming our time. And really what that emphasis was was to stop playing victim to our calendar. And really acknowledged the fact that everything on our calendar something that we put their and then working within those parameters. So we're going to now take another step on the path of reclaiming. Right. We start with time. Maybe clearing some space or feeling at least aware of the commitments were making. And today, we're gonna talk about reclaiming our bodies. And we're gonna talk about it, in whatever way, you perceive, your body in this moment. Right. So for a lot of us that can struggles with that can come from media, images social media can from illness could come from injury could come from trauma can come from birth. It can come from thoughtless words from kids twenty years ago. There are a lot of things that impact how we perceive our body. And as much as I wish I was the person who could fix that for all of us. I'm not and I couldn't do it. If I tried, but I will share this. I have noticed a common thread among this struggle whenever it comes to talking about healing something within ourselves. It is almost always accompanied by the word should. As in. I should lose twenty pounds workout more. Try a different combo holistic herbs. Eat vegan, sleep, more, CEA therapist. I mean, the list can go on and on one of my therapist friends, always says don't should on yourself. Right. And we like do this infinitely should should should should should. And yes, maybe we should do all those things. And maybe some of them will even help or feel good. But none of those things will erase our lived experiences. None of those things will turn back the clock twenty years. And none of those things will be some sort of magic pill that fixes all the problems. So as much as we can tinker with diet and exercise and sleep in support as much as that stuff can help us. I also think it's really valuable just to look at the foundation, which is to reinvent our bodies. Most of us are living somewhere to the side or behind or above our body. James Joyce, so brilliantly brilliantly wrote, Mr. Duffy lived a short distance from his body. And that's most of us. Most of us live a short distance from our body. A lot of us live from the neck up. Right. It's a little bit easier. We don't have to really process emotion there. We can just be logical. We can get through the day. We can move move move. And what reclaiming our body is asking us is to get out of our head and actually come down from the neck down into the foundation of our body. Our practice really invites us to do that. Right. When we sit still for however long. We sit still today. It'll be about twenty minutes when we sit still. The invitation is to not leave and for many of us. That's hard work. Right. We sit still we close our eyes on our brain. Just naturally takes over all night. I will sit here and write the grocery lists that I'm gonna need for tomorrow. And I will plan how I'm going to get from point eight point see and the hundred other things that need to be planned. That's what I'm gonna do when I close my eyes and my work as a meditation is to catch it as many times as I can. And without judging myself without coming down on myself just to come back and say the point is right here. There's nothing to do. There's nothing to understand or explain you're not going to open your eyes and writer dissertation about your experience in your body today. You are just going to relax in to your body. The ideas of being present in our body without judgment and with compassion are the two pieces, I really want us to hold onto tonight. So without judgment means not saying I bet everybody else has their legs crossed. And here. I am having to cross my legs. And if I ran more or did yoga more, maybe I wouldn't have to do that. Or whatever your version of judgment is right. If I was better in meditating, I wouldn't be thinking right now, and then compassion so compassion is an interesting one because the definition is to be with somebody else's pain. And so our invitation when we met a Tate is to be with ourselves with whatever shows up, and it's not about fixing that in this moment. It's not about fixing anything. It's not about finding the silver lining or making it better are only work is to fully inhabit this moment. So we're going to practice together this evening, again, twenty minutes or so twenty minutes, and they'll be the space of silence in there. And in that space of silence Thatcher invitation to inhabit your body. With such gentleness, and such kindness. See if you can stay present for what you feel. What you experience maybe what you think just notice that. I tried desperately define this quote that I remember from years ago, and I couldn't find it. I don't remember who said it. So I'm paraphrasing entirely or making it up. But the gist of it was helium is not about getting back to where we were. Healing is about embodying. The present moment fully. So that's what we'll do tonight. Right. Even if it's just for twenty minutes. Can we body this moment fully, let's find out? So take a moment. If you've already had your legs crossed, you can crush your legs crossing the other way, just to get lead flowing, make sure you feel balanced you're gonna let your hands rest down onto your lap palms face down. If feels comfortable for you tonight, you can close your eyes. And absolutely you could take a soft gaze towards the ground. If you prefer. Together. Here we start just with the cleansing breath. So nice big in Jalan. Release asai. And we'll do that again inhaling. Big x let it all go. Allowing your breath just to flow. In our practice. We just breed as we normally would. And in this first moment, I always like to start. Just by silently same to myself. Now is my time to meditate. Now is my time to meditate. And with that invitation, you could feel yourself really sit down. Relaxing, your hips. Your thighs your shins. Noticing the base of your body fully supported this evening. Subtly lifting up in lengthening. The spy. Feel a nice sense of height. You might even stretch up through the crown of the head. So the back of your neck feels law. All. The muscles through the face. Relax, forehead, your eyes. John. If it works for you this evening, you could even invite in just the subtle hint of a smile. Not because you're happy or you're trying to be happy. But simply because we're going to allow this moment to be exactly as it is. You could feel your shoulders relaxing. Maybe noticing the length. The Wade of your are. Letting your awareness rests down into your chest. So that to notice bre. Heartbe. Sense of spacious nece are heaviness nothing at all what do you notice there? Gradually leading that awareness trickle down to your belly. Seeing if you can just soften the belly. What if in this moment, you didn't have to engage? You didn't have to protect. And so the back of our body is tall and engaged reminding us to be a week. The front of our body is completely saw. Reminding us to be open. From here, we begin to feel our breath. Perhaps today feel your breath just along the upper lip or the no. For some of you may be the throat or the chess. Where do you most feel your breath? Feeling are breath. Doesn't need any words. It doesn't need description. Narration. Simply inhabit our breath. And as we move into a period of silence. You simply gently do your best. To feel each breath. And without doubt. Each of us will also have. Each of us will get distracted by noise or feely. Without judgment. Just invite ourselves back to feel the next breath. Continually returning. To this body. And this moment. Taking a moment here just to deepen near breath. To shift your seed bid, if you need to relent mean, the spy. Together, a group. Let's take one final cleansing breath deep and Helen like go the Cy. Taking all the time you need to wiggle your fingers toes, slowly open, those eyes backup. As we finish up today. I just wanna share one final closing thoughts. Because when we work with the idea of Rian habbing our bodies, especially if it's a place we haven't been in a long time, it can be tremendously uncomfortable. It's one thing to sit here and talk about it and say things like, no, judgment, compassion. And it's another thing to actually put that into practice. So I thought I'd share a story that I love and find inspiring. And so this story is about a man named Hillary who is devoted meditators for many centuries ago. And he's very well known for. Really hanging out with his fears. So he was in his solitary cave doing his meditation practice and at that time and in that tradition. The goal, of course was in life. Right. And so here he is doing these devout intense practices and just like any of us when we sit still long enough all the shadows. That we keep in closets buried inside. They start to come out. And most of us battle with them. We don't want that stuff. I don't wanna feel angry anymore. I meditate. I don't wanna feel jealousy. More meditate. Right. So we struggle with those less pleasant feelings and experiences, but he was known for every time one of those fears or comforts would arise. He would say. I'm so glad you're here comes down. Let's have t-. Let's talk a while. That's what I say every time. And of course, fear has no interest in hanging out when you invited. Right. Just like every dream where you've ever been chased like by faceless person. If you stop and turn around and see the person you never have the dream again. It's over right fears the same way if we turn around and look at it. It's gone. So this is what he did. And all the shadows come out and one by one they disappeared dissipate. But the one the one with a capital T. The big one the monster would not leave. It didn't matter. How much he said come during tea with me. It didn't matter. What niceties he threw out? This one Munster would not leave. Until eventually he thought there was nothing else. He could do. So he walks over he places his head in the Monster's mouth. And in that moment that monster to has gone. And so I just offer that in whatever way perhaps it helps you as you sit in silence and stillness, and you struggle with whatever comes up that day to think about inviting for t- for hanging out for a while. And if nothing else works, perhaps we even place our head in the monsters. Thank you guys so much. I'm a stay.

us writer James Joyce Thatcher Tate Munster Mr. Duffy Rian John Hillary Helen twenty minutes twenty years twenty pounds two weeks
MonsterTalk finally has a shop!

MonsterTalk

01:17 min | 1 year ago

MonsterTalk finally has a shop!

"Hey there monster talkers. Blake Smith here. Karen I have new content on the way apologies for delays in getting out to you but we are really excited about some upcoming episodes. We've got burial L. practices monsters in historical newspapers. We've got WICCA and up next. We've got Joe Nickell talking about three historic sea monster cases that he believes he solved all. That's all the way. Oh and I've been working on our Christmas Eve Ghost story episode for several months. Now so I hope you like that but this update is to let you know that after lots of the effort we finally got our monster talk. Merchandise store open. And you can get to it by going to bit dot l. y. Ford Slash Shop Monster. Talk that's bit it does L. Y.. Ford slashed shop monster. Talk and there. You're gonNA find t shirts stickers mugs. Buttons Cups hoodies and more all based on the new talk show logo which should be showing up in your podcasting APP. Hasn't already there's a big sale going on right now. Thirty percent off everything. So hop on over to bit dot dot L. Y.. Forward slash shot monster talk and get something for yourself or for that monster lover in Your Life Karen and I will be Munster talking to you very soon. Thank you for your patients and thanks to everyone who contributed to the go fund me to help get this new artwork done. There's more coming talk to you soon.

Joe Nickell Karen I Ford Blake Smith Munster Thirty percent
Halloween Week Morning Song

Chompers

03:26 min | 2 years ago

Halloween Week Morning Song

"Chompers is produced by Gimblett and sponsored by crest. Good morning. It's my job. Here's your morning in nineteenth brushing show. It's halloween. And today, we've got the song for my friends at the story listen closely for the bells that reminds you to switch you're brushing to another part of your mouth three. This song is called Samantha and here to introduce it is the author. Hi, I'm Judy. I'm from Texas at third grade. This is my story. It's called seven. Dinner time for the family of monsters. Samantha had something on her mind. After three. She finally found to tell her Munster pair what she felt inside. She said. Wanna sleep it to the monster of monsters? It took to hold days Manta monster decline the tallest mountain ever known. And she. Oh, fine. Monsters monsters. Dave, sweetie. And saw pasta. Loan. She said Hello, sir. Few men. Sir. Really? Not. About. She said. She said, yes. That's a chompers today. Thanks for friends. The story pirates grownups if you wanna hear more from the story pirates, you can find them on apple podcasts. Three. Chompers is a production of Gimblett media chompers is brought to you by crest. Grownups Halloween should be about treats not tricks. So no matter what. Sweets, your kids bring home crest has your kids and their teeth covered. It's what they've been doing for over fifty years. So bring on the candy and let crest help you and your family achieve healthy. Beautiful smiles for life.

Chompers Samantha Gimblett Texas Dave apple Munster fifty years
What Makes US Tick

MonsterTalk

1:01:32 hr | 1 year ago

What Makes US Tick

"Orange sturt doll this episode of monster talks brought to you by audible. Audible is offering muster talked listeners a free audiobook with a thirty day trial membership. Just go to audible trial dot com forward slash monster talk browse through their unmatched collection of titles dell's select one and download it. It's that easy that's audible. Trial dot com forward slash monster talk when i decided to run ads for monster talk doc going with audible was the easiest choice because i've used it for so long i've been inaudible members since two thousand and three and i listened to it all the time i use audible to prepare for many episodes episode the show many of the books that we talk about on monster talk are available as audible selections my pick for this month is the frighteners peter laws we will be talking to peer laws this this month about this fascinating look at the ways in which horror and spooky culture can be helpful or even therapeutic while still causing some people to give us disapproving stares with audible. I was able to listen to the frighteners while i did chores mowed the grass and shop for groceries. I can move seamlessly from my phone to my tablet computer. An audible keeps up with my progress. You can select any of audibles titles. When you sign up for your thirty day trial membership at audible trial dot com ford slash monster talk but i'm happy to make eight peter laws book the frighteners my suggestion for this month to download your free audio book while also supporting our show just go to audible trial dot com slash monster talk and sign up today. That's audible. Trial dot com forward slash munster talk more sternthal tall tonight. We're talking with daniel tufts. We brought you on today because of a paper that you had released <hes> which was talking about longhorn ticks <music> that reproduce asexually and there's also a lot of news interest right now politically and conspiratorially around bloodborne diseases and in tick infections sion's and so. I thought it'd be fun to have on some fun because it really the right word. I thought it would be helpful and interesting so i think it'd be more fun for me than karen but that's okay so i'm ready to have shastri of this. I thought you know the high outs curious in the denver so this is like right up. Your alley tube site was at mount evans. Oh okay all very cool yeah. That's that's cool so it's about time in colorado so i suspect that our listeners are probably going to expect us to talk about lyme disease because because that is such a hot topic and it's it's i unfortunately i think it's a hot topic for both real reasons epidemiologically but but also not real reasons because i haven't seen a disease this coated with myths since maybe aides. It seems like it's seems like a really a a myth was the right word. It's like it has mythic tendencies. I don't know what that is exactly. What yeah why do you think that is just gross factor. The heart of the maybe people wanting some type of answer you know and we were trying trying and we're working towards answers but you know i think conspiracies are really easy for people to latch onto like elliot had to be the governor. It had to be something else. That's causing this. You know symptoms in me and stuff so chill. Sometimes i feel like people latch onto those conspiracy theories falcon evidence on exactly like a uh that could be i i would just i just finished to prep for this. I read the book bitten linked to in the show us. What's i'll. I'll have to caution listeners. I this is not a book review show but the books extremely readable but it set a lot of flags for me as a person reads a lot of conspiracy stuff so <hes> i have thoughts. Is the author chris newby. That's an interesting book but i like there's parts of it. That are rock-solid seemed like science but there's there's parts where she talks about. She has these theories and then she says things like i talked to this doctor who is researching this and then he thanked me for you know setting setting him on this course for this research but him thanking her for sitting on a particular course is not the same as endorsing her hypothesis right and she does she does make comments in there about <hes> how it needs to be tested in research ideas but at the same time she's clearly she thinks she's right and that's okay but it just when you in an environment environment when there's so much mystery and so much that if it is known the general public doesn't know it. I think it's easy to get people more concerned that what we're dealing with. There's some strange <hes> g._m._o. Tick virus munster conspiracy. You know government accident. You know there's a lot of fears of big big science and big pharma and all kinds of things that are sort of melded with this along with. I'm afraid because my doctor doesn't believe my symptoms and there's a lot going on on here right. I mean you have to think about it too ticks or not the best animal to weaponize because they have to feed in stay attached to their our host for days in the probability of somebody not seeing a tick growing growing grow on their body is is very slim and it takes about twenty four to forty eight hours four line to get from the tick into the person also so they have active have a tick feeding on them for a couple of days before they'll be able to transmit line but it's not the best organism to us and lyme is not it's not it doesn't kill people i mean you have these symptoms in people people talk about chronic lyme all the time by it's not technically lime disease because unless you have that bacteria those spire keats in your system system you don't really have line so you can have symptoms that come from it like we're trying to get away from using chronic lyme german using post treatment lyme disease syndrome because it could be something that aspire kits produced in your system announced morbid autoimmune auto immune reaction but you don't technically have lime disease anymore after the bacteria is out of your system interesting. I think we should stop by talking a little bit about lyme. Disease immortalize lime diseases is an infection. That's caused by the the 'bacterial <unk> known as borolia bergdorf right and it is vectored by a hard bodied ticks exhorted ticks <hes> mainly exotic species m upticks so in the east it's exhausting skeptical heiress and in the west is exotic pacifica's and so- lime disease is caused by this bacteria and they're actually multiples species of borolia and <hes> these difference barricades produce <hes> are possessed the ability to evade at different host immune system yeah so we have all these different species of borolia a name or some of them very species specific and this is because the hosts themselves to have tried to combat the infection so there're trying to evade the host immune system while the host is trying to stop them from invading <hes>. There's also multiple gino types that are based on different proteins teens and indifference system so one of the most commonly used is known as outer surface protein c or autopsy gene gene and these are the this gene is really important for initiating infection and so when we look at ostsee <unk> seed there are over twenty different gino types in these all caused difference <hes> they vary in their capacity acidy to infect and disseminate in humans which is known as invasiveness and this variability is associated with all these different disease phenotype such as <hes> the fever or the rash or the severe cases so at this locus we find a really wide variety of gino types within the tick population but the only about four or five that are invasive types that caused severe infection in humans. We just wanted to mention to interest <hes> benign lime disease where it comes from but it's to ponta mus ended it was named after the town of old lyme connecticut diagnosed it in nineteen seventy five sir thomas names alike bowler ole west nile <hes> german measles sir <hes> yet the places that have diseases named after them <hes> but might not necessarily be strongly related to <hes> to those diseases now. You mentioned hard buddy ticks. Are these sticks that work out a lot. These takes are ones that have a hard exoskeleton so there are soft bodied ticks and hard bodied body checks which is how we distinguish buddy ones still swell like the corn kernels that really really deeply gross me up yet yeah so their body <hes> is situated so that while they feed it can expand so even those those hard buddy he takes do expand. There are a lot easier to crush when they're fully engorged so do you have techniques or for if someone wants to to remove a tick from themselves or pet is their preferred way to do that because i know growing up in the country. There's i could probably think of seven or eight folk remedies eddie to. I don't know what the actual best way we went. Recommend not burning not putting bassolino on the best way to remove a tick is to get a pair of really fine forceps and go and right along the skin the put the forceps parallel to the skin and and get down as close to the where the tick is attached and pull up this way you are making sure to get the mouse parts that come come out with the tick and not left in the body so if you go from the top and try to pull you could squeeze the tick and that it could squeeze the blood and other bacteria in every of viruses whatever else is in that tick directly into your system so if you go parallel parallel to your skin and pull up that's the best method of removing an attached tech so even if it would normally take twenty four to forty eight hours to potentially get crossing fact that if you squeeze them like that you can speed it up you could because what happens is the act of feeding so barilla's d'acqua stirred in the mid gut of the tech and act of feeding on a host emulates <hes> different genes to turn on and off off and to up regulate down regulate which moves those spire keeps from the mid gut into the salivary glands and then from the south celebrate glance into the host so that process of moving the barricades from the mid gut up into the salivary glands takes about twenty four to forty eight hours. Wow okay. I'm amount guys already lost weight to prevent getting lime disease is actually to you take <hes> precautions so use insect repellent wear long pants when you're hiking where your socks on the outside of your pants so they can't crawl up your pants and do very extensive <unk> checks when you get out of the field so we always. I always check really well. The best thing to do is when you get back to your house or wherever you're staying is to look in the mirror so you can see your back in your legs accent and take a shower yeah yeah i can just imagine me asking my wife to check. I'm just going to die. She has his new interest me or the ticks. Sometimes when you're camping. That could be a fun partner yeah. I'll i'll have to dream of that yeah so i don't think i can get her tick defenses. Stay upstairs in our house whereas here conditions didn't yeah yeah not going outside is is a good method of not getting tickled though i'm sure yeah <hes> why is this why it takes and lyme disease. Why is this such big news right now well into the summertime so i feel like tick. News always takes off in the summertime because that's the season when people are outside when the ticks are active when you find more cases of one of the things that when we're talking about lyme lime disease too is there's over three hundred thousand human cases of lyme every year and it's estimated that that's only you really one in ten cases are actually reported so this disease. It's very under-reported and we think that's because there's you know some people who might not get one of those <hes> severe cases or they just get a rash or of the physicians don't believe them all things like that. Contribute to the under under reported of this of this disease so we really need to make sure that we're increasing our <hes> detection methods and having been being on the same page with the physicians and the scientists than everyone so that we can inform different policymakers that we can inform the public in different different areas what their risk is going to be and <hes> yeah well. It's interesting because we'd had listeners suggest we cover this topic <hes> because of the lime disease story but also because of the other story the one that's related to your paper and nearly every article i read was about armies of s- cloned kicks kicks in that wording a run. This headline sounds exactly like a government overreach horror story or some kind of lab accident and that's not not not really what's going on but i wanted to talk about that because it does cover one of my favorite things which is parthenogenesis which is when a female animal animal can reproduce without a male and i think that's so fascinating yeah so so. Can we talk about this first of all. Let's talk about the how did you get involved with this research. And what are we dealing with here because the stories. I'm hearing are basically horror. Stories of cattle wondering out of the woods extinguished donated almost exhibited fall over extenuated. You know maybe they're dying gasp. They say it was fixed. And of course it was covered. Yeah i've been working in new york on tex for about five years now and we have different field station so we had field stations in in connecticut. Actually one of them was out at old lyme and we have stations out on block island and just recently. We started doing work down on staten island. Don't little closer to home and there's a lot of things that we don't know about <hes> on staten island and we found this new you tick species are we heard of this being found in two thousand seventeen in new jersey so we went back to our samples that we collected in two thousand seventeen and found out that it was also in new york on staten island and so that you know it's really great for the scientists 'cause something new and exciting in its new invasive species than we were on the ground floor <hes> not so good for other the health reasons and things but <hes> yes so then we started investigating and in two thousand eighteen we also looked for the takeaway or finding really high abundances of that tick species and we were lucky enough to be able to tag along with a group <hes> white buffalo company on staten island that were trying to control the deer population by doing the sect amies on male deer so so they would dart deer and when they did that they would let us know and we would go pull all the ticks off adair as quickly as possible in you mean you mean the secretaries like they're not castrating. They're actually literally which then makes them competing for females even though they can't reproduce which helps to cut down. That's awesome yeah so that was one of the reasons why they are doing. The secta me is was because they still when you castrated astros animal you take away all the testosterone and they basically become a female when you do sesame the testicles are intact in so as the testosterone in the other hormones so they still behave like an intact male. Emily smell yeah yeah but that was the the thing but it was really fortunate for us because it's really difficult to get deer during the tick season because hunting season isn't until october november her but that's when all the ticks are gone so six season is pretty much may april or may through probably like august september. We are finding that longhorn. The asian longhorn tick has a different phonology steve from exuding scapula's and emblem american that we have <hes> more. Those are the other species that that we have here. What was the reviews their different scientific names so exotic scapula's knowledge phonology phonology yeah so this is the timing that the different life stages come out so you have the larva which the really small what some some people call seed ticks and those generally peak <hes> later in the season in about august so we're just finding lots of new larvae coming out right about now <hes> then once a larva takes a blood meal smoltz into the next life stage which is <unk> and actually the nymph is the life stage. That's the most concern to humans because this is the stage that actually transmits different pathogens so when their larva only for a few pathogens can they be infected from the egg but most pathogens such as lime disease are are not transmitted transa- barely from mother to egg so these larvae these little seed ticks. Most of the time are clean. It's only when they bite or feed on uninfected hosts such as a mouse which is the reservoir hosts for lime that they the ticks themselves become infected did and then once they moult into the nymph stage that's when they are more likely to bite people and they're very small still so people don't find them as quickly and that's where most cases of lyme disease comes from soon after the nipped takes a blood meal from a host it will molt into adult and so this is where deere come into the picture deer do not get lime disease. They don't transmit lyme disease. They're important in the tick life cycle so oh adults need to feed on a large mammalian hosts mainly dearer or other hosts and this is where a female and a male will will mate and the female take a final blood meal drop off in them that she'll lay her eggs. I just wanted to ask a bit more about the asian longhorn ticks begun a and what kinds of diseases diseases today carry so they are not much bigger than their little bit bigger than the black act like ticker exotic laris talking millimeters not inches right right. There's there's a very small and they have this real life stages just like the other ticks and they're what is called three host tick which means that every time they take a blood meal. It's from a different host so there are some ticks that stay on the same host through their entire life or on one or two house. They're very specific but these takes pretty much. They're generalists whatever walks by they'll they'll feed on it like spin it can be years wow yeah depending on when they take a blood meal so bacon over winter in a flat stage where they they don't have any blood in them or they can <hes> over winter in an engorge stage so it just kinda depends pens on when they find a host the general life cycle is two years but that like lester minus depending on host availability polity and overwintering survivorship and things like that so that's a venerable tick. That's yeah it had ticks in in the lab that have lasted for two or three years. Just in the nymph stage. Wow yeah are they always. Reproducing producing genetically is that still asian longhorn is so exciting scapula's and amblin americanism and dermot center of arab very obelisk that we have in the states and i'm going to stay on the east coast because there are different species throughout the u._s. but those are the three main wants that we have out here on the east coast a none of them produced parthenon genetically. I don't think the other ones throughout the u._s. Reporters his partners genetically either the asian longhorn tick is the only one in the u._s. Now that reproduces that way if it's invasive if it reproduces <unk> through partha geneticists does it does that mean. They will never encounter a male. I guess it wouldn right because where would they get the the why right so one good things about this tick species at their. There's three different sexual forms that there is a diploid chromosome forum where this is the one that can that produces sexually. There's a triploid form and this is the obligatory partner genyk population and then there's an annual ploy to farm arm and they can shoot they can reproduce either through parthenogenesis or through sexual reproduction so if the ticks that are here in the u._s. are of the triploid form their obligate oriental pathogenic which means that even if they encounter a male they will don't mate with a male and the proportion of males in these different populations also really low sto- <hes> in one of the populations in australia. There's only one in four hundred males whereas there's other populations in <hes> <hes> japan like more of the the parthenon genyk forms where there's maybe one in fifteen hundred individuals that are male so ah to date. I don't think that there have been any males found in the u._s. Severe tinder app is probably really complicated successful. Maybe fifteen hundred choice. I don't need you. That's what they say so if they're doing parthenogenesis in usually there's three different types are they still i mean gosh if one females producing thousands of clones of herself are they are they pretty genetically similar means does that give us a genetic bottleneck. We might be able to do some sort of a species specific fight back against them. Yes yes so there. There's quite a few limitations for cloning so if one individual has some type of negative mutation now all all of their offspring have that negative mutation in be spread through the population very rapidly. There's also very low genetic diversity <hes> and we've actually seen that the hatch ability of the eggs of the number of eggs and the developmental life cycle michael of partha genetic ticks is lower and so can less than if if you have the sexual form the bisexual form so there are some drawbacks to being a clone and we're seeing that there are some limitations to that and that's one thing that we can look into about controlling this tech species is maybe producing sub type of mutation that decreases their <hes> their lifespan or does something to the tick that will kill it off right now. <hes> none of these ticks have have not found any pathogens viruses or or anything in the ticks that are currently in the u._s. So they're pretty clean so we don't really we're not super worried about what they're bringing over for from from their wherever they came from we're not sure if they came from their native land or from there where they've invaded in australia and new easy land as their as their name implies there <hes> native to to east asia china korea japan and over there they have a lot of different diseases such as the alirio cysts in in cattle and they have <hes> <hes> some <unk> which is like rocky mountain spotted fever that we have in states they also have a severe fever with thrombosis opinion syndrome trump buyers and that's very common in china and south korea and this has a very high mortality rate <hes> so these are the things that we we were really concerned about was them bringing these diseases from wherever they they're invading from with them but none of the ticks that have been tested and we've done a manage nomex study where we've looked at the entire bacterial viral fungus <hes> assessment of these these animals and we haven't found any pathogens which is actually really surprising yeah. It's very awed but again because they're parthenogenesis. If that female invaded was clean now all of her offspring are going to be clean as well because they're clones but one of the things that we were concerned about how is you know they have these things like recap zia and they have different type of bbc and borelli and anna plasma in their native ranges. It's different than what we have here but if they're feeding on on hosts here that have those pathogens. Can they acquire it so it's not necessarily now what they're bringing over its what could potentially be acquiring here they can they then transmit lyme disease so you don't only have exude. He's transmitting it now. You may have asian longhorn tick spreading it also so how is that got going to affect the cases of lyme and people's risk <hes> factors were getting these different pathogens so so far. We haven't seen very much evidence of that happening in the lab. I have tried to put longhorn ticks on mice as i said those are the reservoir hosts for i am disease and they do not like to feed on mice and this is something that we found that we published in the paper also was that out of you know hundreds of mice they. We never found this species on them. Even though they were in the same area so we would drag for ticks and fine longhorn ticks all all over the place but not on the mice and another thing that's really cool is they actually don't liked to feed on humans though i'm doing behavioral study in the lab where i've taken hair from mice cats dogg's deer and myself and i put it in a petri dish input the ticks in there and see if they moved towards it's the hair or away from the hair and in what proportions they're doing that and i found that they they really like dogs and cats. They really don't like like mice and <hes>. We don't think that they they like humans either early. Start you at least not me not interesting. Wait wait. I'm redoing the study because <hes>. I wasn't sure if they just didn't like the shampoo i yeah i went camping over the weekend and then brushed my hair out after not showering for not washing my hair for a couple of days chanting take us we've also it's not publishable in this is just kind of through word of mouth talking to other researchers. They've they've tried to let them walk on their hands on someone a researchers hands and the ticks will like fall off. They won't fight yeah. I think there's only been i think it's two or three cases of this longhorn <unk> biting a human in in the u._s. Out of the thousands and thousands that are currently in the field warminster doll in this episode of monster talks brought to you by audible audible is offering monster talk listeners a free audiobook with a thirty day trial membership just go to audible all trial dot com forward slash monster talk browse through their unmatched collection of titles select one and download it. It's that easy that's audible. Trial dot com slash monster talk when i decided to run ads for monster talk going with audible was the easiest choice because i've used it for so long. I've been inaudible member since two thousand three and i listened to it all the time i use audible to prepare for many episodes of this show. Many of the books that we talk about on monster talk are availables audible selections. My pick for this month is the frighteners by peter laws. We will be talking to peer laws this month about this fascinating look at the ways in which horror and spooky culture can can be helpful or even therapeutic while still causing some people to give us disapproving stares with audible. I was able to listen to the frighteners while i did chores mowed the grass and shop for groceries countries. I can move seamlessly for my phone to my tablet to my computer and audible keeps up with my progress. You could select any of audibles titles. When you sign up for your thirty day trial a membership at audible trial dot com forward slash monster talk but i'm happy to make peter laws book the frighteners my suggestion for this month to download your free audio book while supporting our show just go to audible trial dot com forward slash monster talking sign up today. That's audible trial dot com ford slash munster talk doll. This field of studies is that right. Yeah are there corologis studies from asia where these ticks are native and do the ticks behave the same way over there. I think over in asia they have more cases of them feeding on humans most curious about because there's a lot of humans over there <unk> primarily prefers a livestock though it's been a huge test for for livestock specifically cattle paddle in sheep and goats uh so i think the main cases of people being bitten are maybe the farmers of those <unk> <hes> those type of livestock. I think they're the ones that are most at risk. Have you ever been bitten by tick. I have been bitten by a tick yes but i i've never gotten lime disease. <hes> and i do a really good job of myself after i've been in the fields and all all of them off of me as soon as possible thank you know my father got bitten by a tick a few years ago and got the bull's eye rash but he never presented edited with any other symptoms. I don't know that he ever went. He's immune. I don't know about that but he's he's. He tends to walk a lot of stuff off. I don't know also as i said there's twenty different gino types of this off see gene and four of them produce the four or five of them produced the really severe cases where you have a gets into your central nervous system or you have those other respiratory ailments ailments whereas some of those strains just produced the bullseye or some of those strains there are no symptoms as symptomatic and so it really depends on what strain of rally bergdorf ri- are what gina type. You're coming in contact with. That's another reason i think scary is because it seems like we don't have necessarily reliable test to find even if you did get exposed yeah that's correct and that's one of the reasons why we think that that it's really under reported also because physicians used urology and sociology looks at the antibodies that are being produced will if you catch touch it too early on your body hasn't had a chance to produce those antibodies so you may get a false negative or you know if they're looking at the wrong. I antibody so early on an infection. You may have an increase in. I g m antibodies so but if you're testing for different antibiotic g._e. Or four you know something else you you won't detect that so it really depends on what stage or what like how long you've been an infected in what antibodies are being produced that way i would say one of the best ways is to keep the tick so when you pull the tick off with you keep that and have that tested tested because if the <unk> doesn't have lime you don't have to worry about it does have line they can test which type of gino type it has and potentially sensually. Ill try to give you the antibodies if you have one of those severe ones or if you have one that doesn't produce any symptoms symptoms and it's bacteria so your body is going to naturally get rid of this foreign bacteria. Overtime is a tip for listeners. Keep the tick the check in like ethanol or well alcohol some type of alcohol in a page author liquor whiskey or some of the brown alcohol's <hes> you can also use hand sanitizer if you have nothing else around but some put it in a hand sanitizer believe me if i get sick i'll be using one hand to is there any way we have a lot of enthusiastic the people who are studying science or interest becoming scientists. Can we talk a little bit about how you know. What's in saida tick. What what so in the book bitten written in the book bitten i think when they were trying to weaponize the ticks the program they were using was to put multiple bacterial loads roads into the ticks so that they would produce a spectrum of confusing symptoms instead of an easily identified <hes> <hes> sort of pattern and and i was curious serious when you if you look at it back in the book they were like pumping out the stomach contents and looking at them under an electron microscope but i can. We do it now with environmental d._n._a. Can you like just put the ticks in a blender and see what d._n._a. Comes out with the absolutely like every single movie. Let's hear about it what it's way too complicated to try and dissect out every single sex so when we do these screenings bruce screening hundreds. Let's just take forever do at one by one the what we actually do is we take an individual tick. <hes> put it in some liquid nitrogen because because as i said these are hard bodied ticks so they're they're really hard to <hes> get through that exoskeleton so putting them in liquid nitrogen <hes> makes makes them very brittle than we can crush them and then we add different detergents things and we extract the d._n._a. Out in that d._n._a. We have tic d._n._a. We we have pathogen d._n._a. We have whatever else was in that tick <hes> and so then we go through and we do what's called a a quantitative p._c._r. And so what this does is we tell it okay. We're looking for this section of this organism so this gene within this organism and <hes> if that is present in our dna sample it will eliminate an and we'll tell me how much of that pathogen is in the nurse. When i'm looking for lime or for borolia <hes> it will give me a nice peak. If the if it's in the sample or it'll be blank if it's not in there we can do the same thing for but visa and anna plasma a lot of these different ones. That's fantastic in the p._r. Art <hes> i this is me trying to america's balaji person but is it palm arrays chain-reaction or something like that. That's the amplification the job great okay so you realize back to episode one when we had todd dissertation on this where we're talking on good this ten years yeah sam telford who has been trying to combat some of the conspiracy theories around <hes> the ticks said that if we wanted to falsify this conspiracy chrissy we just need to show that that these bacteria existed before the government released program and he's found some that was preserved from the nineteen forties and also from the eighteen eighties and is that sufficient. Do you think i mean is there anything else we can do to sort of. Obviously there are ticks that carry pathogens wins and i suppose across the population there could be multiples but that doesn't mean that the government's responsible and even if the government had tick releases it doesn't mean that they took in the environment and spread from lab say that they've never worked on lyme disease and like i said ticks are not a good <hes> organism to us if you're trying to infect a lot of people and yet sam is one of the collaborate seminar collaborators and so i actually have an email from him talking about that very thing so yeah he when he worked on cape cod they have samples from eighteen ninety four from mice that were infected affected with era so that way predates the plum island when you see him as a colleague in your last name name is tufts and he's with tufts university explain well my my great great great cousin charles tufts was the one that donated the land for tufts university and that's why it's named that way yeah that's interesting fam- just happens to work work at at tufts university snee- yeah small world is really actually went to go visit him at the beginning of the summer and i'll go again at the end of the summer the to talk with them working on a couple of different collaborations and also with his wife heidi go third also while i couldn't have the question about ticks. Do they have president settle yeah. Actually a different bird species will eat ticks and specifically like chickens weakens in guinea. Fowl are known to be good. <hes> you know tick creditors. There's also some like bacteria korea and fungi and other types of insects that can also eat and target tech good fungi great now. We're gonna get zombie clooney tick. That'll be great just great things more for my master's work. I worked on biological control agents chance or fire ants that are down in the southern parts of the u._s. That's where i am. I remember them georgia literally literally remember them being on t._v. As far answer coming and then they started showing up my grandfather's fields you know and they're still here asked the ankles uh-huh so i worked a lot on biological control agents i hesitate to say that we can you know control tick populations by by introducing some type of fungus or bacteria that will kill the ticks because we never know what's going to happen or how the ticks are going to respond to it <hes> and and one of the things that i found out when i was trying to do the fire ant control is i tested in the lab this fire ant virus and we found out that it was actually a beneficial virus though the ants that had that were given the virus lived longer than the ones that didn't win when when they were both accepted to different types of pesticides so commercially available pesticides or what used and the ones that had virus risks lived longer than the ones that didn't so that not be a good by logical control so you knew that match from space right the viruses. This is already existed in in the wilds that we're trying to see if we could do something like what it was actually doing. I know people worry about g._m._o. And how it might be used bio weapons and other things and i it's it's easy to forget. That nature is the biggest g._m._o. Agent agent out there mixes up stuff all the time well. I always laugh when people talk about g._m._o.'s because i i wanna tell you realize everything. Everything you eat is a g._m._o. Technically g._m._o. Because it's something you know corn corn bananas yeah exactly yeah so if you're talking about that it's not people i think it really confused with g._m._o. Visits genetically modified organisms so they think of a scientist in the a lab like splicing jeans on these <hes> on their tomatoes and that's not what is happening so much bad information out there reynolds right yeah yeah although i am still mad about the flavor list tomato though so i'm i'm glad they cold but they could also taste better earlier about out extinguished nation. Yes it's a favorite topic because it's vampiric. It's it's it comes up alive on the show but it's rare that it comes up when it's actually true we get more often as the animal is drained of blood. You mean it'd be laying on the ground in the blood congealed right yeah okay right so there what's one case in north carolina very recently where a farmer had five cattle that died of acute anemia and they said that there was over a thousand longhorn ticks on each of these cattle and that's what killed bump bill. I'm in the fields very like every other week and trapping larger animals like raccoons and possums and squirrels and rabbits abbott's things like that and i'm not finding those type of numbers on the wildlife and we're not finding those we didn't find those types of numbers on the deere that we collected last year either. Do we have any information. Is there any confirmation that this is true though i know i know it was reported but i've never seen photos and i haven't really been able to find anything pink actually lists. Here's how we know. This is true. That was the only case that i've heard of it happening. There is a much older paper for so a lot of times when anyone's talking about examination with longhorn ticks. They cite this paper from back in. I wanna say the fifties or <hes> <hes> yeah somewhere around there. Really no work has been done on this recently and then. I just saw this report a few weeks ago again yeah i. I didn't do a lot of fact checking on it <hes> but there was a doctor. The veterinarian said said that this is what it was but i'm very leery also because unless it's you know primary literature i i tend to to not really believe it. Yeah it's in there. I know that not every vet is going to stop and write this up as a paper right see. There's a big difference between report of you know bovine death you tick versus a y'all won't believe what happened right right yeah. I'm also a little leery to believe it because like i said we're not finding this on the wildlife and there are hundreds and hundreds of ticks when we drag around the sites or finding a huge abundance of these tick species of this species and not anywhere near you know that would be about five thousand in that one little farm which to me seems a little farfetched. It's really interesting. I'm i'm suspicious now. I'll do some more digging before the show comes out and see if i can find any more information about that. That's very interesting pictures. It is lack of pictures that makes me suspicious. I know that i you know pictures. I think the one from twenty seventeen the sheep cheap. There's a lot on the the ears and stuff of that sheet freely and gorge engorge real like really big. I'm i'm trying to think of what like a macadamia nuts dot so well. I made sort of joke when we were prepping for the show of that. You know that it looks like a near a blood corn <hes> just like but that's actually not an image. I'm just making this email. I actually <hes> have a personal experience with ticks. <hes> the dog show joe allah my my great aunt and uncle had two long. She's she remembers this horrible story. I don't forget it. I can't get out of my stuck there but i'm gonna share it again for new listeners what it was when i was a kid i'm all teenager in the summer and they had they taken their house dog and started keeping it outside in the doghouse and then it stopped coming out for a couple of days from his doghouse in so out of curiosity i gotta crowbar pride off the roof the doghouse because i was concerned the dog was dead but it was worse than dead it was completely covered in big fat ticks and it was this poor little chihuahua and it was just literally looked like a era of dog corn and it was just it was awful but we we saved his life and it lived another year or two but <hes> but boy howdy did that. Stick with me. I i never show wasn't a fan of tax anyway but that really that i've seen where it can look like on a wall to get infested and it's no good so yeah. Oh aw i'm just gonna sideline question game yell at and if you can help me with it but we've got a number of raccoons that have been visiting a house at night and you said that you <unk> raccoons. Have you gotten any tips yeah so <hes>. We use these really big what they're called. Have a heart traps or tomahawk. Okay slows <hes> and we beat them with cat food. Just catch food. Okay just a little cans of wet cat food and you throw it in there. Great raccoons love it very interesting okay because we're trying to look at whites do it. You can drop them in there and then go release them someplace else like out in the morris somewhere. Are we just trying to get into the roof and we've had that a few years ago had to replace the roof so we'd need this all over again but raccoons destroyed your roof. <hes> got got into the roof i think from the neighbor's house and <hes> so they got into a few areas and there was some way the damage and other things going on too but we did replace it now that we have. We don't want to go back and do it all over again there. I think three of them so. I guess it's a family <hes> but we the way we found out is that we got a four year old boy and <hes> he was playing with rubberduck. He's outside and somehow one of them got from the backyard to the front yard and we thought this is interesting and we come up with these theories ghost. Is it a bird so we have <hes> some some cameras outside. Migratory rubber ducks could be not to also. We started paying closer attention than we found this family of records. I'm i'm assuming they are yet poking their heads right in front of the camera checking everything out and they already starting to attack the roof and thinking we've got to do something. What do we do when we're thinking about traps. I don't even know where you get that kind of thing. From south you can go online and it's called tomahawk traps omaha okay yeah and laura order order a trump from there and then just use capri debate and then i just either call you know animal animal services to come pick it up or drive them out someplace and drop them out in the woods somewhere. They'll survive rate. Thanked found that i would say to you. Where are you located in denver colorado near the airport so knee d._i._a. One thing i would caution about you said your son was playing outside. I would really make sure to wash his hands very well in hot water and if you have raccoons around and their pooping being in the yard the they can carry different worms and other diseases through their fecal matter so if your son is playing outside and you won't be able to tell if you know your he's playing in raccoon feces but i just i would hate for him to get sick <unk> on something that he picked yard with the raccoons. Okay thank you very much. That's important. They want to erupt but i do want to point out that if you live near the denver for airport there have you considered this might be a wreck conspiracy theory. I have considered that. I mean everything that's going going on d._i._a. Of the aliens and everything gets four denver airport. It's a coup airport daniel. I know we've kept you a long time now. I i love talking about this. <hes> i could talk all night i tell you i think our listeners are going really. Well not enjoy but you're gonna appreciate enjoy at that now. We do have a great audience and i. I think they're all very curious about all of this sort of thing. I love about this so this. That'd be fun again. I keep saying fun important helpful and i like it so yeah it's fine. I wouldn't be doing this if i didn't think it was fun there you go so so but we do have a sort of i guess we wind up so we have our signature question that we'd like to ask in that is what's your favorite the monster. That's a really hard question. Is we know we know there's so many really cool monsters out there and and i would probably say i i'm fascinated by tapeworms not just not just what they do but also the fascination that people historically have had with them. You know they use them. As a dietary or eight i remember <hes> i used to work in parasitology lab in nebraska in that manner hallet's actually now the the largest parasite collection. The country is in nebraska and they have these old posters up on the walls that you know from the nineteen forties and fifties empties of eat eat eat all you want just get a tapeworm then you could take this pill with a tapeworm and that's how women would lose weight and they could still whatever they wanted and how did they get rid of them if they were done losing weight another pill and it kills the parasite worm comes out you that that sounds horrible solves in your system good good good dan consider it's the animal itself is really cool. Who'll because it grows in sections and each of the little probiotics or the little sections can once it matures they fall off and that becomes a whole new tapeworm though if you've got a tapeworm that is circling through the entire like small intestine digestive track you can have like over a thousand little tapeworms in your system and i think it's a really fascinating paris-based. This is worse than tooks like zombie parasites to the ones that talks opas moses that changes the brain chemistry or changes the behavior of rodents so they seek out cats. Yes yes remarkable so in that sense. It's kind of like dating it. Changes your behavior. Everything switches recognizes you anymore. What are you doing so uh-huh zombie ants on their before zoo yes sir it was once when it changes the behavior of of an animal in ways like that i i think that's really fascinating because it offers so much insight into how much of <hes> <hes> our choices might be illusory right that the reason we think we do things may not be why we do things and we i mean we already know. We talked about this a lot on the show about how how a lot of times you do things and when someone asks you why you come up with an answer but that's not necessarily why you did it and that's a very unsettling thing so so. I know that's not to say you can't obviously do things that you plan out you don't -cation i think because of parasites but but but really a great parasite free and had a parasite had to go to hawaii yeah it's the only thing you can take care of it <hes> but no i was thinking about the <hes> <hes> sort of <hes> the the behavioral modifications it really. It really gives you a lot of insight to like how much of the things you do. You don't know that you're doing that or you. Don't know why you're doing this. It's really interesting and maybe back will be weaponized someday and interesting some people that i think that those people that are orders and especially like the cat hoarders they actually are infected with taco plasmas and that's why they we keep wanting more and more cats and they've got fifty cats as they talk so i've heard it too is really interesting. Yeah i won't go into another episode danielle. Thank you so much for sharing all this information about ticks. Thank you so interesting in key and at the same time i hope it's been informative to trying to help debunk some of these conspiracy theories and some of the misinformation that is out there online and other pathogen said newly invasive tick species. That's exactly why we wanted to do the topic yeah. This hopefully hopefully if they stuck with it. They'll they'll learn some things more doll. All you've been listening to monster talk. The science show about monsters. I'm blake smith and i'm karen stole. Are you just heard an interview with dr daniel tough who is the lead author and a recent journal article about the self cloning asian longhorn tick a link to that article and several others related to this topic will be in our show notes. We hope you've enjoyed this episode. Episode monster talk each episode. We strive to bring you. The very best in monster related content with the focus on bringing scientific skepticism into the conversation. If if you enjoy monster talk we now have a variety of ways to support the show all with convenient links at monster talk dot org ford slash support. That's muster talk dot org forward slash support. We have links there to our patriotic page as well as a donation button. Another great way to support the show is to buy books from maar amazon muster talk wishlist which directly helps us with our research. We love used books very much so don't feel compelled to buy new ones and we love kindles so we can share our digital digital libraries with each other and finally without spending any money at all you can support is by leaving a positive review. I tunes or wherever you get your podcasts. Positive reviews help keep us visible in itunes which is a great way to help us find you. Listeners and please share our show on your favorite social media platforms. You must rock theme music is by pete stealing monkeys as always thank you so much for your support and for listening to the show <music> aw it it has been a month to house presentation caused by tickets and state public health communicable. Wow how large ticket this station which is effectively means that if you have other dog <music> doug.

lyme disease lyme scientist denver peter Audible colorado connecticut munster partner deere karen staten island mount evans chris newby daniel tufts tufts university sam telford elliot
Gene Munster Founder of Loup Ventures Talks Voice SEO, Smart Speaker Sales, and Apple - Voicebot Podcast Ep 113

The Voicebot Podcast

1:02:21 hr | 1 year ago

Gene Munster Founder of Loup Ventures Talks Voice SEO, Smart Speaker Sales, and Apple - Voicebot Podcast Ep 113

"This episode one thirteen of the forest by podcast this week's cast gene munster managing partner of lou ventures. We talked voice assistant. I q global smart speaker sales and where funding going invoice voiced by nation. This is brett casella l. A. hosted the voice by podcast. Today's guest is from the research investment community gene munster offers a different take on the rise of voice assistance consumer adoption and how venture venture capital of us. This space bullet starwood this. Did you know that ninety percent of people who try to track their meals with the mail tracking app like my fitness pal for example they give up within the first week part of the problem is that entering food information with a touch based user interface like a mobile app is simply a bad user experience. This is a classic example voice in natural language can help as many of you heard me say many times before voices exceptional at complex input and simple output so the seems like a natural fit for voice for example. I salmon green beans a potato in water for dinner. Last night. I can see that <hes> and fewer than four seconds however it would take me many seconds typing with thumb swiping selecting if i was in a mobile app however there's been an issue with bringing voice to this problem in the past. There hasn't been a solution particularly a natural language understanding solution specifically designed for voice however there's a startup recently out of stealth. That's been working on this problem for a year. They have two million utterances from for twenty thousand real users. The company's name is entree. You can find a bit entree dot. AI if you're looking to create a voice experience related food definitely take a look. You can follow them on twitter at app food. API at food API like application programming interface food API and if you're looking to create a better user experience or just check out their demo my which is really interesting. You can type in a bunch of different things. It'll show you exactly the information terms calorie cow protein all the other macronutrients that you're trying branding track so if you want to check that out look at their. NFL you could entree dot AI forward slash voice bob so entree e. n. t. r. e. e. dot force last voice bot if you've got an entree dot. AI foresight voiced by you'll be able to check out their view thanks to chess weeding and the entire hire entree team for supporting voiced by podcast and enabling us to bring you great interviews like this week's guest jean monster is the managing partner lew ventures a venture sure capital fund focused on early stage investing in what they call frontier tack and voice. My friends is frontier tack from a venture capitalist perspective munster munster co-founded loop after twenty one years research analyst at piper jaffrey recovered familiar names such as amazon apple facebook google during his career he's name named top stock picker from forbes best on the street from the wall street journal and was widely fouled for his apple coverage in particular gene holds a bachelor's degree in finance and entrepreneurship herships for the university of saint thomas at luke gene rights nearly daily on a variety of topics and often these stories relate to voice now to this. Week's interviewed okay voice by listeners. I'm happy to be here once again again to share with you a conversation with someone who's really knows. This industry is actually making an impact. I gene munster managing partner. Lew ventures cheers welcome to the voice by podcast great demeanor all right well. I'm thrilled to have you. We've talked about this for a while. Having you on hasn't worked out in the past but perfect timing wing. You just have some new news around your voice assistant. IQ you just did a forecast smart speakers. We will get to all of that <hes> but i think i what we should start with. Is you broke away from piper jaffray. Just a couple years ago found loop correct. I did yeah it was a longtime sell side analysts and covering kendall large-cap tech names and decided with the team that had been with for or worked with for ten years research same research team to found loop ventures in so we are a small first time fund twenty five million dollar fund focusing on disruptive technology and were two and a half years into do it and <hes> having a lot of fun at researching and invest in the future. How many investments have you made. Since you founded loop. We have made twenty seven. Kevin investments comes out to about one a month. What am i okay so average. Check sizes half a million pretty close to that three hundred thousand thirty thousand okay so so early stage you're looking at it seed stage or participating in maybe sunday rounds yeah see weaving will go precede but that's evacuate those that earlier stage <hes> view. We have a really a hard line after a round unlikely participate there but <unk> definitely focusing on those earlier companies got it okay so you entrepreneurs listening to the voice podcast this week <hes>. That's one of the things you need to know it. Others certain people work early stage certain people work late stage always know that before you contact the BBC because most of them are pretty forthcoming about that. That's good for everybody to know so. Thanks for sharing that so. I'm interested a little bit on your time as an analyst. I want to get into more what you're doing now but if you think about that time when you were a financial anton analyst did that give you any particular insights that you thought or that led us thinking around these disruptive technologies in particular lawyer insights you had around the rise of voice in invoice. AI platform there there was one in a recall the when apple had announced siri integration for the first time i believe it was two thousand eleven or two thousand twelve and was at that event in went up and was talking into the team had a there was just making the announcement sonnet team no longer with apple but the <hes> i i heard of siri as a startup and asked <hes> you know is this effectively the series startup <unk> essentially acquire this technology in i remember the sense was that they were not comfortable with with the world knowing this technology that they the actually had acquired today apple today when feel very differently about talking about that it would it really got to me was <hes> this a new opportunity in what kind of started was this new way to interact with our devices. <hes> the the <unk> guess here but what the first killer feature of siri on the iphone was wanting guests with the first use case was <unk>. I'm going to guess that it was reminders. Reminders was definitely a available <hes> the <hes> the first use case was reminders was one of them but just simply making a call being able to write <hes> push a button in call <hes> so it started out slow and the promise there to answer your question about what the biggest companies are working on <hes> was really exciting and get a fast forward the story that apple ended up. I think underinvesting invoice for a few years and then of a so we had alexa which kind of changed the game but that that's the impact that my previous career hat on what we're doing today let sorta fascinating because i think back at the time when syria came out and there were a few people who knew that there had been a seri- app in the app store but almost none of the coverage talked about <unk> out that and certainly apple wasn't forthcoming about the fact that they acquired this company. I think blake now everybody would say that that's actually a badge of honor and i am it may be maybe the google acquisition of android sorta changed the way people think about this but this idea that they had <hes> they it didn't build it in house and that was sort of antithetical to the to perfection that that apple puts out in the market definitely a different viewpoint than we see today although apple's apple's still requires a lot of companies that doesn't say much about it right they more than you realize in any given quarter the acquire call it a dozen companies than those get folded into products and so it's still there the undoubtedly but i agree that just the view about how big companies now it is almost a badge of honor to make a smart acquisition in folded into their platform. So what did you think about the news that apple had purchased pull all string it kinda the same concept that i think that they need to continue to integrated. I haven't used the product as much in but but i think it's still representative of i think what is a little bit of a different apple. Maybe just to put some context on that a dozen or so acquisitions that they do <hes> per month now. You'll have excuse me per quarter a dozen per quarter. You know <hes> a decade ago that would have just been a handful and so <hes> when i think about just all their acquisitions i think it is a way that they can accelerate some of their product development which is one of the kind of key criticisms of of some investors investors. I'm a big believer that there's massive upside to the apple store in terms of from a stock perspective but i think one of the criticisms around innovation so tanzer question anytime that they can bring in acquire a company that can advance them whether it's syria pollster whether it's apple beats with apple music all that i think is a it's a plus for the future of the company even play overpay like they did for beats. Look at those numbers this week three plus billion <hes> did they overpay for beats. My senses <hes>. They paid a lot but i don't think it's overpaid when you put the context that really set in motion their music product at this point they have more pain subs than spotify just surpass spotify the US at least <hes> called thirty million subs in spotify just slightly less than that so at the time <hes> remember the headline that we had was <hes> sounds like a bad idea and i think <hes> here's later here. I think it's a good idea okay so well probably worthwhile to understand for most people that about two billion of that was actually for that for the hardware business in one billion was for the subscription business. Which had you know maybe a million users may be. I mean it was they were early on at that point <hes>. I think they could have been successful without it. But maybe maybe maybe that didn't really matter. It's like they're they. They were protecting their downside. Risk in throwing maybe eight or nine hundred million extra at the something based on what evaluation valuation probably should have been yeah a <unk>. Don't wanna get too off topic here but just one other piece that played into that too was that team and this is the first step that they had borne born to <hes> the deals with music companies. Get on the i tuned store but as far as this new model <hes> jimmy van who's who left apple i think in and a couple of years ago yeah but you know there was this <hes> hope also as part of the acquisition that that could start to get move apple into the more of a media company specific around video. I was dead wrong on apple ever coming out with a TV. <hes> i do believe that some of the things are beats did lay the foundation dacian for the company just getting smarter about <hes> playing not only in a music streaming service but also in this upcoming video service fair enough well this is this has been fun talking about apple apple. I have another question for you. The sort of related based on something. You decided minute ago when siri i came out if we look at it and we sort of look at where it is today. It seems it was really just voice navigation so we think about the idea of an assistant versus. An inner voice interface in the assistant has intelligence the voice interface essentially just allows you to do things you could do today by touching and swiping but you can navigate them by voice and although people who are on that team and develop the original series. I don't like it when i say this. I would say that frankly siri when it came out was really more voice navigation in anything thing there was a lot of intelligence baked in it was just allowing us to do things we can already do on the iphone but to do them by voice agree in its if you look at even our most recent study on <hes> the one we just published apple. Does i would put that category as commands in the star strongest in the commander of so would <hes> agree that they've definitely expanded beyond that but that's still kind of one of the core abilities and the way i think about that as any way we can take a little bit of friction out of our lives. <hes> is for the better now using voice is always <hes> reducing friction sometimes as we all know that can introduced friction but i think that the longer term is that in fact voice will be a new paradigm is a new paradigm making our lives slightly easier to control all these devices yeah and i think it's important to say it's when i when i suggest that syria was predominantly voice navigation. It's not like <unk> pejorative statement they they did a pretty good job with that eventually and most of the navigation tools are the command features you talk about that was really valuable and continues to be used if a big big user base of that is just it's a very different concept than actually having an assistant. That has some intelligence behind. It may be an ecosystem exactly for this <unk> to catch on. I think it absolutely needs to go beyond a command in some of the basic areas that people use voice for but the apple talks about <hes> their hiring and they've they've they've been on acquisition phase hiring phase of. AI towns event ed some big hires than last year. They talk about <hes> the the the different opportunities around. AI voices a key area obviously so i. I think that it is ripe. The good news is for people who use voice is it's gonna continue to get better for obvious reasons because there are big big companies that have <hes> budget's put behind this and believe in this is a new interface gift fair enough well and so we've seen john gin gin andrea command. We've seen in goodfellow joined more recently a sam joel jolla so they do they have made some of these outside hires hires. I don't think we've seen anything yet. That's come from that. Do you think that's fair. Do you think it's still the impact from these new executives new direction. We're still waiting to see that manifest itself yeah. I think we are still waiting to see that that it's accurate a i believe that there is a i that is doing subtle things around <hes> the products whether it's recognizing someone's phone number whether with the new apple card being able to identify where where transactions coming from <unk> add more transparency around that there's little things that have <hes> ensure improved because of that team what's important about. AI this is a very <unk> type of <hes> workforce in they wanna be where the smart people are than so <hes> i think that <hes> even beyond the headline hires ben and more hiring beneath the fold and but to the reason why i agree with you is that there hasn't been this <hes> eye-popping in a type of announcement. They have a products around to make it easier for app developers integrate but the mother of all projects <hes> is. Can you wanna take a guess at that <unk> apple. Says is the mother of a. I know you know go for mother's day. I tim cook says mother. I i is <hes> automotive mobility mobility specifically so that is going to be the point when we whatever they're doing out the car. I rather not wager. Guest is done some previous predictions of mine <hes> on what they're gonna do there but i think that endeavour <unk> undoubtedly doubtedly it will be significant okay. I'm not gonna hold my breath on apple becoming a car company without an acquisition of existing car company but okay i know they're invested a heavily and i wanted to go back to a comment. You just sat around the command features. Let's talk about that in terms of voice search because lou ventures right now for people who are not looking in the investment community but just like in the voice in the industry. It's probably best known for your digital assistant. IQ tests. I agree <hes>. Would you do twice a year so you're gonna keep you the smart speaker one towards the end of the year and then the middle of the year. You look at performance on smartphones. That's correct. That's right okay. So why don't you first tell us about the methodology like how do you decide what the questions are in then. How are you gonna then segment the responses to give this. IQ score so we ask eight hundred questions in when i say we really need to give credit to williamson johnson. He's does them all we think it's important that the same person administers all the <hes> the the commands across the board because then we have some consistency about how these are all scored <hes> it is a painful process <hes> but undoubtedly we get some insights around how these these products are evolving elving those eight hundred questions each assistant were look at we break it down into five categories local commerce navigation information in command and so <hes> the in terms of the the question is is evenly spread between those five areas in terms of how we get. Their questions is a part of it. We just try to take the approach of a user and we started with a set. When we started are doing this. I would say that the majority eighty five percent of the questions are the same today as we had a few years ago. We thought that that was important. There is some evolution on the questions if some new verticals are added some of these products for example new. API might be opened up to to add a a new type of example booking a ride <hes> through rideshare then we may add some questions around that we do get a lot of input from the industry about what <hes> changes should be made into our questions and we listened to input but we are pretty judicious in terms of implementing it because we wanna keep consistency in the test. Do publish your questions. Can't we do not have people. Ask you to publish your questions. We have had that request. As of i <hes> people always wanna i know <hes> so they can then game system. <hes> so what have you learned you've done this now four times and the two different services five times so he. ES basically over two years i mean just from a high level is that there's just been incredible improvements in these <hes> the intelligence of these over the last two years years in the improvements been pretty consistent across me. We think of the three majors google assistant syrian alexa. We do cortana but <hes> not anymore. But the the the improvement has been called eighteen percent they said consistent between all so i think one big learning is that <hes> these are getting smarter and the intelligence intelligence. If you're going to say what is actually driving that intelligence is a concept of adding new categories so even though our question said has remained in relatively stable the companies have added a new categories new verticals that they tap into in when they turn them on you can almost see when they get turned on when we do our test because you'll see lisa jumps in <hes> the the results so i think one big takeaway is they're smarter than <hes>. They've gained a lot in intelligence or last year's in probably smarter than you you think. I just want to quickly recap where the results are so. This is just simply. Did they give the right answer in. We define that as we ask a question in the the answers given back to us if we ask. This isn't a question and they say check out this website. That's not getting us the answer we actually want. They answered spoken back to us so in google assistant <unk> ninety three percent of the time in our august survey here siri was second at eighty three alexa was at eighty so ninety three eighty three eighty among were getting in google assistant case <hes> nearing one hundred percent a year improvements. <hes> google improves seven percent year reviewers five percent in alexa eighteen percent massive improvement alexa really across the board. I think we just saw more. <hes> categories is being turned on by alexa in this past year so <hes> what's the other takeaway. Is there's been improvement in in. They're getting really smart. I think most people people don't appreciate <hes> all the things that they can <hes> do with these today the questions they can ask that will be answered yeah. It seems one hundred percent correct active. People don't realize how much they can do so i'm interested in the improvement in alexa in particular so siri was was maybe improve the least a percentage basis of the of the three but alexa really closed the gap. Now a couple of things about that one is <unk>. Why do you think that that that jumped up so much. In terms of it was a specific domains they turned on was just they improved and the second thing is when you think about the command category can alexa ever match google and apple given that they're not the embedded at the OS level so the the answer that last question is no. They're not going to be able to ever really stack up on that command side this last survey called seventy percent of the time alexa alexa was able to get the commands right <hes> that compares to apple at ninety three <hes> <unk> syria ninety three percent of the time and so there's a big gap there and you're executive the vertically integrated hardware approach abba uses is going to allow them to continue to be good with the commands tend to question about where did it come from. It was largely the across the board but there was one segment that's slightly <hes> showed more improvement and that was around information and i think that the you know no <hes> <hes> alexa has been experimenting with different ways to get answers name about six months ago the chemo it's a crowd source of forget the name of the program but basically allowed people alexei answer you right guy to ask <hes> and i think that that may actually be having an impact on how they're doing on the information side and so <hes> a just give a team a lot of credit for that <hes> they may not want me <hes> <hes> to really emphasize this by one area that <hes> the alexa still surprisingly struggles with commerce and part of it is just i'm trying to figure that category out but even the basic like reordering functions sometimes don't yield the results that that were hoping for so in that case alexa was that seventy one percent versus like syria sixty eight in and a google assistant at ninety two on the congress front so <hes> if you're a <hes> asked me how can that gap between a lexical that etienne google assistant at eighty three because the the biggest opportunity surprisingly for alexis. I improve on commerce which should be pretty doable. They have the content yes have the content and a suspect as a function of time before that gap apple's sure well and it might be a function of organizational structure given that the the alexa team does not control the commerce function on alexa. That's a different division so they work together as partners on that and seventh there could be some friction there. Maybe some barriers to getting things to be moving forward aureus as smoothly as they would like what do you think the implications are of the narrow wing of the differentiation between the capabilities of the of the voice systems around this type this idea of IQ. I think you're gonna see more price competition than gun the extra hardware side. I think you're gonna see other ways that the platforms are gonna wanna get their digital assistant their voice out there alexis done probably the best job in terms terms of working with third party hardware to kind of expand that in also i think that there is going to be another step in voice in the ability lead you can <unk> or the things that you can do probably the most kind of cutting edge side of it. Today is around information <hes> being able to ask a question like for example. What are the side effects of cold medicine getting an answer the <hes> which does <hes> mostly platforms will do but i think the answer questions at the bar will just be pushed pushed further higher and while we may need to make some evolution around our tests of for example one area that is a pain point that could be solved offers around booking appointments whether it's a table or a doctor's appointment and be able to coordinate schedules the alexa business platform platform allows to do that <hes> but that within a kind of a walled garden so i think that there is an opportunity for tensor question for are these platforms to really continue to push for other ways that they can make our lives better and that's going to be the new benchmark yet fair enough the we should point <music> out that booking a hair salon appointments different than booking a doctor's appointment because booking that doctor's appointment is covered under a hippo regulations in the united states <hes> so you don't textually after have hip compliance to do that so you know the other thing. I want to ask you about the the recent search tests you did an in we should maybe differentiate this from what you've done smart speakers but google assistant syria much better than alexa local search and navigation both of those his companies have mapping solutions at that are embedded in the devices in that are designed to go places so do you think the amazon is going to need to invest more heavily in mapping or can they just sources externally in order to fill the gap there. I think that the <hes> <hes> you know when i talked about closing the gap. I think what's implied in that earlier. When i mentioned that is that the gap will be closed and i don't think that the gap will eventually they'd be close. I think that if we talk about the command futures earlier we talked about some of the mapping that it just doesn't make sense for alexa to to do those and i think what we're we're gonna see. Ultimately is probably where google is going to be a dogfight between google in syria can build a strong on case that just google's information web is gonna be able to in openness to work with other parties is going to be able to advance it probably would i would. It's going to be a long-term winner here. <hes> i think syria will be close behind in the know probably be a little bit of a gap between alexa for the reason you just mentioned. There are some i'm just <unk>. Fundamental <hes> structural challenges that alexa will always have. I think it would be a mistake for example for amazon to come mouth a mapping app or or come out with a line of hardware. Go back to the fire phone to try to advance what they're doing for the sake of voice yeah so the implications -cations of that then i think what you're let me make sure i understand what you're saying. You're saying that you don't think the amazon's ever going to be able to match google. Let's say in terms of just just pure raw information intelligence that set correct. I think that will be difficult okay so do you think that that's a long term. Structural advantage manage for alexa. I think structure vange or disadvantages yes any against a long-term structural advantage for google assistant in syria somewhere in between <unk>. How do you see that as having the impact on the future of consumer adoption at use of the different assistance. I think that <hes> <hes> there isn't a window for people to you know they may have a particular passion around a device that lets say alexa alexa ends up doing a commerce's needs you wanna talk about eventually they get that right and <hes> i do you may see families can of <hes> <hes> because they're used to use it advice in. They don't actually need to be at that cutting edge. There's some momentum within the current market share. Maybe around <hes> <hes> skills feels that that they do well. I think that longer term it is makes it more difficult for somebody like alexa to really dominate voice longer term arm. I do not believe we'll have bilingual homes when it comes to these assistance. I think that you'll see most homes will eventually gravitate. There are some today but most most people just take one in with it so you're in the camp that there's going to be one assistant per person yeah. I think one per person exact. I think that it gets yes. I'm annette camp okay i. I'm not sure i agree with you there so here. Here's my thesis. My thesis is that we don't use one mobile app and actually humans are pretty a good context switching through different types of apps because they provide different benefits and none of those mobile apps have the exact same design principles goals or navigation behind them. You bring different expectations when you come to them and so just like most americans have settled in on seven apps that they use on a regular basis acis and maybe another <hes> twelve fifteen they use occasionally. I think we very well could see that. Same thing happened with voice systems. Where maybe we have one that we use is more than another may be people favor instagram and their social media world but they do facebook sometimes twitter sometimes so it doesn't necessarily mean they're all gonna be equal but it wouldn't surprise me at all aw if people use multiple assistance given the specialization that would logically come come about with the assistance any thoughts on that but yeah i i thought the specialization conc- why people would want to gravitate to specialization the the one question i'd have is just in in the you know the command features in that idea that when you have to use a different <hes> awake command that to me at some friction about having you mean different devices of the same person <hes> is subtle is that is that would be people like to it's different. You don't have have to have a different gesture for example to open up these different apps but in the case of voice you almost need a different gesture if you will the the open up the app and i think that's financing friction yeah i think that's fair and there's a different mental model associated with how they operate and how to get the most productivity out of each one so i think i think that's that's a fair statement. Well we will see. I know there's some very smart people who are in the one one assistant category <hes> and then there's some of some of the rest most of us who are thinking well they've probably be several <hes> but i'll put jeff bezos in my camp and it'd probably self serving as world because he probably knows two for certain types of things people aren't going to abandon superior or google assistant just because of habit and convenience and all these other things and that he has to figure out a way hey that alexa can become central in these people's lives even if they're using other assistance make sense okay so when we talk about the the IQ work that you've done is there any specific difference you see on. The smartphones versus the smart speakers since you've done both those types of the evaluations. They're pretty similar. You know in day the backbone <hes> the platforms behind me the same. It's just a slightly different device what you end up seeing though is a more effectiveness on for example obviously navigations of doing better because you have a screen <hes> so there are some <hes> <hes> segments that tend to do better on this digital assistant on the phone survey that we're ross versus a smart speakers but more broadly the trends are the same okay. You've recently also done a forecast and smart speaker sales so i think the top line take away from the forecast that you wrote up a couple months ago was that you expect seventy five percent of us households who have a smart speaker by twenty twenty five and that would put put the smart speaker adoption at the level of let's say cable television penetration. Maybe still a little bit below smartphones but but you know getting in in that pervasive category what would the implication of that a when <hes> three quarters of all households have a smart speaker. I think wanted to be new business miles. It will be created in even though we haven't made investments in the area voice we we desperately want to but i think that one of the applications who have that kind of adoption it can create new ways to build businesses so i think that's one side. I think second is this idea about <hes> having different devices controlled by voice. I think it has more people have it. There may be more urgency for the big companies available to have these devices is a work with each other at the problems <hes> if you look at it today for example siri you'd argue apple's the best vertically integrated graded but there's a lot of times when <hes> you will have multiple home pods to home pods in a room and a couple iphones in your request <unk> you you don't better than anybody you you can get <hes> some confusion between the devices about who's going to answer and so i think one of the implications to is being able to kind of polish how how these devices all ultimately all work together at the most basic level is what that means is that voice as a way of interface caught on twenty twenty five will be. We won't even think twice about it as <hes> for a lot of us. We don't think twice about it but for the most people still something that's new and i think <hes> six years from now. It won't be felt that way will be just that's one of the ways that we interact with our machines right so eventually becomes pervasive and then just factored turned into our daily lifestyles exactly okay so you also in that forecast you look at google surpassing amazon massana annual global sport speaker sales but not until twenty twenty three so. You've just told me that you think there will be one voice. Assistant is sort of primary. The google has this long term structural advantage and yet for another three or four years. You do expect amazon to be doing better on the smart speaker front than google. How does how do you square that. What are the implications of it but it comes from one hundred percent market share in called two thousand <hes> <hes> fourteen fifteen for our alexa and that that trend is that slope is slowly coming down so the way i square that is that it's it's it's representative. It's in line with the thinking that google assistant is continuing to to gain momentum and even though the market is expanding. I think that from a market what's your perspective is is coming from such number alexes a declining number so <hes> that's <hes> i think that's consistent with this idea that we are gravitating towards one device. It's gonna take a long time because there's a lot of <hes> embedded market share when people at different devices a <hes> in in second is that alexa has a i think a better partner program for getting into the home but so i think the you know that's why just this doesn't fall off a cliff. There's a kind of a slow <hes> wind down. I do believe just to be clear is that there is a place for alexis syrian google. This is not winner. Take all aw but i do think people will be committed to one platform <hes> but <hes> the marketplace is a hole. There will be room for <unk>. Let's call it three different players so it's not a winner. Take all this is in a corporate office productivity software like we saw with microsoft oft the correct. It's not like that. This is not a winner. Take all type of situation. I think each assistant will kind of capture a single person but <hes> the other. There's there's gonna be room in the marketplace in you know we'll we'll see what happens. You know. There's some <hes> if you look at those numbers in this one area that's been a a particular disappointment is around home. I mean that is just bumps around next to no market share. There's some institution next month we will we'll get a lower price version of that but even if you take a lower priced version let's say conversions more or less three hundred dollars <hes> and bring it to two hundred were still not in a place were you can see measurable movement there. That would be the one thing. I'm looking at this kind of drifting talking about smart speakers now but in the next few years is to see will apropos apple tried to really put the hammer down in gopher with a fifty dollar <hes> i i wouldn't hold your breath for it but that's something that were <hes> keeping a close eye on yeah. I remember that maybe it was eighteen months ago that you may have suggested that own pod was uniquely positioned to win and the smart speaker market and i think you've revised that since then so do you believe that the only way they ultimately get strong position that smart speaker market is to break all all of their roles in provided entry level value segment device that <hes> i think breaking the rollout says they've been unbending it around apple. TV it's still kind of a premium versus some other boxes in it's just now starting to get integrated into television so there is a little bit of a a blueprint for how they could advance <hes> more of the <hes> syrian home the home pod type of a model <hes> <hes> so i think that <hes> i think there is hope that they'll get there and i think at the end of the day <hes> there's two things it really boils down to one is which one is is the smartest. I think google is going to win that game seconds which one integrates best with all your devices apple's gonna win that game and i think they're both going to be successful but apple apple needs to make a hard push to bring that price down because three hundred dollars or two hundred dollars is a lot of money when the market's at forty and fifty dollars for these devices yeah. I don't think they can i don't think they can get the air at this point in terms of mass adoption of in-home standalone device without putting out something and <hes> a very low cost and even then. I'm not sure that it actually works because they don't have the ecosystem around it. They have hundreds of smart home. Integrations versus thirty thousand for google versus sixty thousand for alexa and you could see that increasing pretty quickly and you don't really need that many to cover most of the market but <hes> it'll take them a significant amount of time. My guess is that they're gonna have to play this third party. Integration side that that siri ultimately would-be accessible through other devices which historically hasn't been the case but if they allowed syria to be addressable through other people's devices then then they might be in a situation where they could expand very rapidly a wanna. Maybe clear here is that i i think that like home pot the apple hardware it can move up from the current number was wrong on my prediction that this would be the winner. <hes> can move up from that three percent. Don't expect it to be a sixty seventy percent or forty percent type of market share in the next five five ten years. I think that <hes> really what apple wants to do. Is you know this better than anybody is. As you talked about. Some of the integration is create a more curated <hes> experience and so <hes> <hes> that has oftentimes at the cost of market share fair enough. I did notice earlier. I should point out the teepee link which is one of the big manufacturers. The smart home devices just dropped thome kit <hes> so that'll be interesting to see how they recover. I mean apple such a powerful brand and driver of product sales. You could see it doing doing well at some point where everyone gets on board but right now. It seems like the standard is i'm going to support alexa and google assistant agree. There's definitely work so if you think about the three platforms how would you summarize the voice strategy of each of the leading players so amazon apple google you can throw in samsung samsung and microsoft so would your is an analyst. What would your short summary of their voice strategy. Be all of them. Wanna get markets gain market share at the core google's approaches it is to be bested information. Take what they're violent. Concerto is around <hes> organizations or old information. Make mark sensible through voice apple will is other strategies to make a curated experience that just simply works in brings off your devices together. They wanna be a the the consumer staple technology technology company. They want to be a proctor and gamble of our tech needs in being able to bring all these together is their corn invoices. One one piece of that in alexa is in a land graham. They're there early. They've got some structural disadvantages but they need to go up in continue to forge partnerships whether it's through distribution or integration with devices to <hes> try to maintain some share because they know that when you're shopping a ah you're gonna ultimately want us. Voice is one. I find it for ways to engage you. What about samsung and microsoft i i want. I want to be respectful. We just haven't spent as much time with those two and in we undoubtedly well and maybe just leave it at that. Okay fair enough enough so to sum up some of the things you've been saying so if if if google has long term structural advantage and maybe to a certain extent apple does over amazon this idea that it's a it's a land grab it. It's a market share war right now. <hes> suggests that amazon's doing all the right things to get themselves in the best position possible to have footprint before some of these other things come to pass which make it harder for them to compete exactly fair enough okay all right great <hes>. I think i agree with a lot of those things not everything but a lot of that have you. When you think about who's going to win in the space. How do you weigh the sort of ambient technology smartphone smart smart home smart speaker a smart TV integrations schenn's versus smartphone integrations. I think having other hardware integration is important part of the future and <hes> you you know we have the devices but ultimately we're going to have these in every room and people may or may not wanna have standalone devices may not always have your phone with you. You really want to get to the point where like you said ambience. The right word is that <hes> voices always accessible to me and to be able to do that you you have to have a integration with the phone but with other third party hardware i think the TV is probably the biggest untapped opportunity around voiced oysters because it's central to a lot of rooms and has the capacity to have a great microphones phones on it. <hes> it will pick a the commands and also <hes> you know just a center place in the room. I think is <hes> so i think i think that is an important aspect around the future of <hes> voice just being seamless in our our living right so we think about it then this whole idea of smart speakers being new. It's it's just about it. Can you get people to adopt them. Put them in the home. You've got smart. TV's can you integrate to them because you know with this aside from samson. Most these people aren't gonna actually make TV's. They're gonna integrate into someone else's television. You've got the car which you need to integrate with because most people are not can become auto manufacturers the when it comes to mobile. It's the monopoly or the duopoly appellation say <hes> the duopoly mobile which ultimately is going to determine the fate of this next market. I mean you hit on an important topic there to just in the car and <unk> imagine <hes> this gets back to standard on one <hes> the voice and and once you know the future of the car the paradigm will be changed dramatically in it's it's supported through mobile phone today but the use case is still pretty pretty limited people approach to music aggregation today but you can build an argument that <hes> eventually in the car for example. You're gonna to be doing just ask the same questions you'd ask in a in a room as a cars get smarter and maybe don't have to pay as much attention to the road so <hes> this that just shows the complexity of <hes> how these three companies he could say five if you include samsung microsoft are approaching this as they need to think about all these layers in putting the the box in place so you can really have a seamless experience <hes> up and down on throughout your day yeah fair enough so in terms of shopping voice commerce. You mentioned that a couple of times. I noticed that you wrote. Maybe a couple of months. It's back about walmart needing to dump amazon's playbook and your focus there was really more about home delivery and not being able to compete in that space. I think if i'm characterizing that correctly what about both ways commerce what is walmart need to do to compete with amazon along those lines a lot i mean when it comes to voice congress that have the plays he's allowed into <hes> just the back end of ecommerce when we talked about that's an accurate summary of what we had written about a walmart art dumping amazon's playbook as they always seem to be kind of trying to follow their playbook but i think there are some experiences that while walmart do their unique thing targets been doing a lot of those experiences. This is n. It's working for him. <hes> maybe we should've said should dump amazon's playbook pickup targets playbook but the so i guess the answer question about what how can commerce more broadly be improved. I think that there's this <hes> still this <hes> hurdle natural hurdle around around <hes> information discovery when you're buying things people like to see things they buy in digital assistants or your phone still your phone works great <unk> digital assistance generally don't have a screen on him so i think that's natural hurdle and i think that's one of the struggles that we talked about with amazon within in congress but also now for two in we're hearing i can't <hes> mentioned it because they're still in a i guess a stealth mode but but some brands that are experiencing in may be were these two but brand are experiencing with just new ways to implement congress <hes> through voice <hes> specifically discovery and i think that's exciting because you can kind of go through some suggestions and then ultimately be served up through a screen down the road <hes> so <hes> really encouraging longer term <unk> but all the players target walmart and amazon all need to be thinking intensely about voice so you're bullish on voice commerce i am. I think that <hes> it's still hasn't incoming freshmen but just the concept of using voice at a minimum to reorder at a maximum product discovery is powerful powerful and <hes> think time will tell so in terms of monetization models. You think that voice commerce could work there others that you think in could really drive the economics of the space. This has been a struggle for us because as someone who invest in the future one of the reasons why we haven't made any bets yet invoices. We talk about a nose for revenue founders that have it always for revenue. I think one of the challenges within the whether some i'm the voice games in the revenue still hasn't played out in a there is a misconception venture capitals about solving a problem. It's ten years down the road. There needs to be a problem today. <hes> dementia the solution but there needs to be an actual problem today. I think the problem are on friction in discovery in in in congress invoice <hes> still acute enough to create. We haven't seen it yet <hes> businesses that are have potential to generate a lot of revenue so that's one area that i'm optimistic that <hes> that will find the right solution but that were and we have a struggled to make because of that in terms of specifically a discovery shopping commerce or more broadly. It's more more broadly. I mean we've talked to the the the game companies with great founders great teams some exciting products but you know i think that they're we're still at the most basic level. I think that there is still this education process that people need to in time. We'll solve that about the power of these devices vices <hes> but it has caused a monetization challenge across the board not just congress but i think with the games in other ways to monetize voice ultimately. We need those to continue to advance voice now. If you look at somebody like apple they have monetization window. Oh by creating a tightly knitted experience between different devices home kit sells iphones for example <hes> so that that path his <hes> or in google's case <hes> branding around <hes> information or even serving bads potentially <hes> was there's opportunities around advertising so those two actually have played out well but just as far as the application developer <hes> <hes> love love to see a few out there listening. You have a concept forest. We'd be thrilled to hear about ways that we can make money on these <hes> voice product yeah fair enough so i i think it's interesting you bring up games because if we think about games they've been around for a while. <hes> when we first introduced sort of digital games that was interesting we we have the the evolution to multi-player games online and then when we we came to mobile which gaming has been a key engine for the development of monetization mobile it was really a step change so people had some of these <hes> you know things like nintendo's that they could carry around with them but most people people didn't have the ability to play a game at all at all times and so they created the situation they really expanded the gaming category that people who are never interested did in console games all of a sudden we're playing games and so it was like this really big change or go to voice. It's almost like it's as you said. It's not a problem today. People have ubiquitous access to games. There are some situations where maybe a voice game is more convenient or maybe the only viable solution shen but it seems more like an edge case yeah. Maybe there is some experiences around games specifically. Look at that some <hes> a a problem around a i'll give you an example of a game problem that voice could solve for example of voice voice around education and games for for kids screens can be addictive and <hes> voice has a a little bit of a little bit of a comfort inn erected a little bit more on the visually in the real world in so. I think there are some. There's some pain points around that that are real problems. <hes> entertaining your kids when <hes> i think the easy way to do it is to put <hes> the screen green in front of them right but there may be a more productive way i think about games like even <hes> games around <hes> languages and and <hes> voice using that that's a real problem essentially trying to fight tech addiction but yet used technology for entertainment purposes yeah fair enough. I think that's that's interesting. Games that i think about like bamboo has done some interesting things where educational games most their multi-modal stuff is actually really quite good. <hes> and they've got some voice only so i could see all of that <hes>. Are you concerned in this space when you look at the fact that most consumers and the data that i'm saying are using a small number of voice apps skills and you know call it fewer than ten john. I've seen a couple of different numbers out there but once they've had the device for longer they sort of settle into a routine of certain things they use on a semi regular basis and that of that call it seven to nine voice apps may be half of them are native or first party. Versus third party is that one of the things factored into some of the discussions you've had with <hes> some of these companies that are looking to raise money. I think that plays into it and images alternately. We want someone who owns a customer to his into some of his working with third parties and so a concern. Maybe he's a little bit too strong word but it's something that we keep an eye. Sorry now you you think you talking about this idea of owning the customer and if you're going through google or apple amazon they the only customer you're riding on their platform. One of the things we've written about invoice insider couple of times maybe mentioned on this podcast is it all of the age figure you're in the higher funding deals for technology in the space. They do not rely or really interface in any way with leading consumer voice assistance. If so does this mean that relying on the platforms is only for small opportunities and the big opportunities are necessarily independent now. I think that they can coexist. I think that <hes> yeah. I don't see that as a strong of a link there opportunities i mean for example. There is a company that <unk> stealth mode that will own a customer of but they use their <hes> just say it's around education the education marker the backbone of everything that they're doing is just a a new way that the kids can interact with voice but the backbone of what they're doing is built on alexa on so <hes>. This is a perfect example of leverage in a platform. I'm for voice in creating a product for good and <hes> there is one challenge there though is that alexa has <hes> a lot of control over how you interact act with that and so <hes> you know changing some of the command module around that is i think if if alexa would be a little bit more free to open up <hes> ways developers could ultimately tie back and lau them to create a little bit more of a brand themselves specifically around the commands <hes> though in their own commands. I think that would be an opportunity for <hes> companies out there to leverage these platforms. Do you think there's there's an opportunity for some type of use case on these platforms to generate a hundred or two hundred million dollar revenue business solely soley working through electrical assistant we <hes> we haven't seen it today. In this gets back to when we do make a investment we wanna have some <hes> at least a vision towards a big business a multi hundred million dollar business <hes>. We haven't haven't seen it when i say we haven't seen it today. I think that that could be misinterpreted to. I don't believe in voice we strongly believe invoice in believed that this is a new paradigm but just haven't seen the clear path to <hes> those kind of revenue numbers yeah fair enough so maybe off the platform. It's it's a little more clear in terms of controlling their own fate although then they don't get the benefit of all the amazon and google and apple investment <unk> platform life-form so so a little harder to get started but potentially bigger and more lucrative on the backside if they can make it work precisely so what's the biggest gap in the space right down. You wish startups would start addressing. I i think the gap around scheduling <unk> bring up a a an important aspect of around with with hip a related but just think about like a friction point in our lives and <hes> just really attacked a friction point. No one likes <hes> senate. Appointments booking enables gotten <hes> pretty easy with an app today but there are infinite little things that we could do a newsflash. I have parking tickets. I get a lotta parking tickets. I it's just it's just like paying for parking while the thought that i had was <hes> it'd be nice if i could pay my parking tickets with voice right just end so little things like that would be <hes> <hes> <hes> but you just taking voice in integrating it into other <hes> <unk> think about the meaningless tasks we do during the day in especially especially trying to get a hold of people <hes> i think that is in scheduling think about all the the local commerce that we do this kind of broader <hes> scheduling scheduling but any sort of fixing things around the home all that it'd be great if you could just <hes> if our wish was their command demand and they could make it happen right so more the productivity and automation type of solutions to make lives easier exactly pocket me automation's fair enough so last question so we've seen a bunch of negative media stories around the big platforms. All of them have had this issue where contractors are reviewing recorded transcripts and that has <hes> that has led this may be some people saying hey private information might be getting out there. It's all part of a supervised learning. Thank process today and then we see some other. Maybe slightly negatives <hes> sentiment around other aspects around the business growth and start up opportunities as in the space. Do you see either for the privacy aspects in store news stories or through other types of discussions. Do you think we're headed towards the trough of disillusionment or maybe a pullback and people's enthusiasm around voice. You think we're still a ways away from that. Grow going upward. I think it's still growth growth in the underlying reason is that the devices are getting smarter. The are ultimately making our lives a little bit better in yes. There are privacy privacy concerns and i'm in the camp that we live in a post privacy world. The privacy makes great headlines but people actually don't change their behavior. They get good example sample. That is what's happened with. Facebook's numbers over the past three quarters is allowed of right <hes> negativity around that they have grown every quarter their users nine percent year over every year just mail it in and i think that says to me that people talk about privacy but actually don't change their behavior enough gene munster how can voice podcast listeners learn more about what you're doing it loo- keep track of all the great content. You guys are putting out on a regular basis. Check out a loop dot v. c. l. o. u. P. dot the sea and <hes> send us a message love to hear about all the great things. You're working on all right well. That's great deed must through. Thank you so much for spending some time with us today. I'm brett can sell your host the voice by podcast. I can be reached on a regular basis on twitter at brechin sela. LA you can see this stuff that we're doing the whole team voiced by. We've got voiced by research download data. Check all those things indefinitely. Give a look to loop dot v. we see i think some of the more thoughtful stories around frontier attack is being published by the loop team. These days gene munster. Thanks for sharing are your expertise with voiced by audience can't thank enough but five for now all right.

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AP One Minute Headlines Apr 05 2019 09:00 (EDT)

AP Radio News

01:30 min | 1 year ago

AP One Minute Headlines Apr 05 2019 09:00 (EDT)

"See more of the USA than ever before. With American Airlines. Fly direct to Dallas Fort Worth from Dublin airport this summer and connect onwards to over two hundred and forty destinations across North America. Enjoy complimentary meals drinks from the bar transatlantic WI fi live TV and over a thousand hours of entertainment on board. Our state of the art Dreamliner start your next big adventure with American Airlines at AAA dot com. I'm Rita Foley. With an AP news minute buses are still hiring. Employers. Added a solid one hundred ninety six thousand jobs in March unemployment steady at three point eight percent almost a fifty year, low PNC financial services economist Gus voce we are seeing slower growth, but we're not anywhere near recession. President Trump visits the Mexico border this afternoon to White House bills it as the first part of his border wall. That's been built in its commemorated with a plaque. Bearing the president's name the fence takes the place of an older barrier and the plan to replace a date back ten years to the Obama administration. The Trump White House has not yet finished any new barriers along the border AP Washington. Correspondent saga megani? Eric Krieg of Munster Indiana has been sentenced to twenty nine years in prison for sending a pipe bomb that exploded at a post office, injuring a worker the east Chicago post office. I'm Rita Foley lay.

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Indiana Organized Crime

Gangland Wire

51:13 min | 1 year ago

Indiana Organized Crime

"You are listening to gangland wire hosted by former kansas city police intelligence unit detective jerry jenkins. Welcome while you are tappers out there. We're in the studio gang lenoir. I'm here with my good friend cam robinson from chicago illinois. Hello cameras good to have you back gary. I'm glad to be here is always. I guess actually you're not from the city of chicago. You actually live across the state line in indiana's correct i do. I live. I live live right across the border in munster indiana right around right around chicago. Those people were up here and no where the real corruption is but i am i am right across the order from from the windy city all right now now the indiana drivers always make fun of illinois drivers and say they're the worst drivers in the world. That's that is the term. I've heard used up here. The most is fits and the people up here from indiana know what <hes> the last three letters are in the last two letters or indiana drivers. You can fill in with the fill in what what you can fill in. What the what the i f is four but that's what that's what the local indiana drivers tend to refer to each other is. I don't even wanna get into what we refer to illinois dr congo say way you're kansas and missouri state aided kansas missouri illinois so we're pretty much aggressive towards any drivers who are not in our own car all right well you you know i think <hes> don't forget to hit me up on my vin moab. Buy me a cup of coffee. The <hes> code is gangland wire. <hes> gotten a lot of people doing that here lately <hes> also i want. I want to thank todd hedges. He suggested that we do this story. He's from indiana and todd. I appreciate you suggestion this and and i i knew that that cam lived in indiana so got hold on. I said let's let's do a little story on that and he had a really good solid background in that so we put together together a show now michael norris a. got hold of me to gangland wired said he loved our whitey bulger. Show the kind of the angle we took on whitey whitey bolger <hes> that was <hes> that was the one with the prison guard who told us a little bit about <hes> <hes> what it was like to be a prison guard in a federal facility and how that could happen which he now has <hes>. It's as the key turns. It has a youtube channel. Now has a couple of shows up about about how this jeffrey epstein could have gotten killed and i've reposted those on my facebook page appre interested in that it's he has a really good insight and how <hes> how the scheme how the systems work inside of a federal penitentiary joe francis <hes> as jested. We have a follow up to martin. J mcnally not don't him. I keep in touch with martin or mac zach call him. He's skyjacked her <hes>. He's working on a movie with the somebody's doing a movie on the last. I heard i haven't talked to him and emailed with him for a while. I'll get back hold of him. <hes> doug cecil he suggested last week show on matassa and mackinaw mackinaw <hes> cameron. I did want budge matassa which i thought was really interesting. Show kinda do something a little more recent plus. We had the <hes> the extra <hes> show a little bonus show from ben ellison who gave us an insider union guys view view of the chicago outfit and and infiltration of labor unions up there in chicago so i appreciate ben for doing that and i hope bugai's do. I thought it was really interesting. Insight anyhow you know what i liked about been saying. I don't remember if you <hes>. I don't know if you actually heard that one yet or not. <hes> camp he yeah. He didn't just denigrate the mob. He actually said you know there was at one point in time and i think he was done but himself. There is a union guy who had a problem album with the <hes> the dental plan or one of the medical plans and he went to his mob connected union rep up and the guy was real helpful and said okay let me take a look at this and and he made some calls and then he came back and said here refill less or fill this <hes> application application for benefits out again and sent him back in and he said lo and behold he got covered so so it's you know nothing is is all good or all bad a- as usual in life but let's get on with the <hes> with our story on <hes> the indiana branch of the chicago gago outfit basically and when when <hes> todd asked me about this. I thought immediately that you know this is so close to chicago. It's gotta be just a chicago likes to control everything they can. They almost control kansas city and for sure control milwaukee. I would say <hes> so <hes>. Let's dallas a little bit. What about like the makeup of chicago heights illinois which is <hes> which is where these <hes> mob bosses out of the outfit came around <hes> <hes> and then over in indiana a little bit of that whole northwest indiana just south east chicago makeup people don't while chicago is always had a major italian population. There are more central italians and they had their own setup especially during prohibition. They were brewing their own alcohol. When the grade consolidation under al capone took place because he was more of a sell sider he we reached out into into guys like jim emory and roberto in the in <hes> uh chicago heights and made he wondered if they would like to join his operation and conglomerate and they were amenable to that it and frank laporte was part of their crew. There's a famous picture of al capone a reclining on lawn frank laporte is as you look at the picture he's on the left sitting next to capone. There's a woman in between them and any of that meeting might have had something to do with the planning of the valentine's day massacre it might have been accepting being frank laporte in his accession essentially into the leadership of chicago heights but it was it was the <music> skylights became an official crew as part of chicago at that point. They always maintained a real individual identity. After the port there was came laporte died nineteen seventy two which was a bad year for the mob. You lost ross prio and you lost paul ricca but after lepore came alpa lotto who was really respected he was part of that last supper and gambling and auto theft were big parts of their their of their income. They ruled lake county northwestern indiana by default because they're right there but right next to each other that was ruled old initially a guy named guitar. No tomore gano nineteen sixty three. He got a gambling conviction and there was a story about him trying to bribe a portage indiana cobb and he was deported sicily. He took deportation rather than facing jail sentence after that a guy named franks's. Oh took over and he ran operations. He was <hes> between nineteen sixty three one thousand nine hundred eighty eight. 's izzo was from what i got pretty. Well liked by guys on the indiana border. He showed them a bit bit more favoritism. He ran a couple of restaurants. Place called the pepperpot pizza. There was one gary in one in highland. I want to be careful. That was not not santini's pepperpot in portage portage valparaiso. I'd make distinctions in kansas city but this is not santini's pepperpot botin portage on the radio. That's a good idea villa capri thing here in kansas silica free. I think actually it finally closed but it's really nice restaurant just happened to be named the bill capri suburban johnson county has got to upscale italian and so people always ask me about that and when i was talking about about the village agree i would always differentiate between the two i don't want to casper's persians on anybody so not not santini's but the pepperpot and gary and highland he ran ran a restaurant there but when he died in one thousand nine hundred eighty eight his things were taken over by bernard <hes> <hes> snooky more gano who was the son of tommy morgan no <hes> but more control reverted back to tutsi palermo so in in eight by that time <hes> alto who took over after pa- lotto who was piloting went to due to <hes> <hes> under indictment for for a number of charges his successor was was plotto was under indictment in eighty eight eighty to eighty to eighty two. I'm mixing up my vows here but that is so togo in palermo took over togo was ahead of the chop chop shops. He was at war there and then he was indicted in eighty eight his wife testified against him on the chicago height side and then tootsie palermo took go over when the tokyo was busted in greece in and sent back to <hes> america touchy palermo was a union official he ran and things with a guy named casino and they were not is generous to the indiana side of the border and there was some some grumblings handlings enor- out of northwestern indiana out of sticky more gano in his nephew a guy named tony leoni about about how much money they were making on their gambling and a major construction racket they had going on up here and then there was was a major bust in one thousand nine hundred ninety taking down this big construction racket but the major the major factor going on north western deanna throughout time i am in memorial has been gambling from from merrillville where they had a the the knowns. Oh family was was. His family was had a major gambling empire to the bleed. The the puerto ricans running running bleed out of chicago and then you had the numbers and the policy rackets out of out of gary and and also each icago so you had gambling up here and of course there were the video poker machines and there was a major video poker racket that was run by a up into the the political stratosphere of chicago and guy robert patrick who was political go figure who ran this place with an iron fist interesting so so <hes> kind of clarified helped me get this yeah. I'm sorry i kind of rambled on the clarify this in my own mind. You got chicago heights. It's which actually in illinois and they're totally control. Well alpa lotto oh and he the guy that that they tried to kill it. <hes> like the golf course yeah when he was in nineteen nineteen yeah that was i believe that was eighty two when he i was facing indictment there was a an independent attempt by some of his men they. They thought they were doing the right thing. They told some of their individual underlings that <hes> this is sanctions we want to we're gonna take out the lotto because at the bosses accardo and some of the bosses are worried he is going to inform that was not true a card. Everybody plot was well alight. You're talking about some. Some some taps earlier about about how appreciated pilot was in chicago. Heights was the largest geographic ethic crew in the whole area and certainly with the chop shops. They were making thirty million a year just just on that rack not counting gambling so an allen dorfman's office they were talking about who has yuka is getting ready to go away. Who will step on up and and it's got interested in. I think it was same one. <hes> <hes> dorfman's indicating that he told tony's block throw that he should have come back a long time ago he could. He could have been what they call. The heir apparent and then they mentioned the guy i on the south side and from my understanding that would have been <hes> pa- lotto but that in the the the the whoever was talking to toe door for me said yeah but he said that other guy <hes> he go to war if a lotto would would move <hes> the game this outside would move up and i think you you speculate that might have been angelo allow prieto but he had his own problems at the time they were all these guys were going to jail for skimming from casinos. Been blotto wasn't part of that. He didn't get any of that actor. It did yeah that are i forgot about the answer was in was in trouble. The time data or cicero since you're i was was was the big crew also so yeah so over in indiana then you got a ho- separate kind of homegrown gula guys yeah is it more family and who's his his son has taken over and more you know more modern times after going through guy and their own pieces of action going yeah yeah a lot out of lot of what the gambling was was the major thing going on there and they had it all cleared through the local politicians it was it was it was an exact microcosm of chicago chicago and they checked in mainly through anybody from up here. We'll know the history of chicago and it's basically they should just call it little chicago at east chicago. The name is is apropos because it's it's everything chicago is just in a smaller sphere. I mean we were talking earlier. There had been one hundred four four officials government officials in northwestern indiana that have been indicted or have gone into witness protection <hes> since you know in the last i don't know how many years about one hundred and four and that's just as a witness protection so so and and then in northwest i indiana area as far as the population makeup sounds like there's latino enough latinos to subscribe alito operation which i think i'd say in your notes here that ken ito help run that which which makes sense because he was the guy on on bellido and there was a large black operation to have a policy <hes> yeah policy with yea between <hes> between gary chicago that was that was that was controlled <hes> you've got a lot out of gary and a lot of it was controlled by a guy the name sonny peterson in chicago. <hes> the they're gonna puerto rican frankie santos he had every <hes> every <hes> <hes> every latino <hes> gangster was was kicking up to to him had to pay fifteen percent of their entire operation so whether you we're paying to the local there was <hes> there's one guy essentially the story a guy named peewee lozado he was under this guy <hes> anthony leoni and he was paying ten percent he was paying history tax leoni but in addition <hes> lozada had to pay his fifteen percent to a two to this guy puerto rican frankie santos because you know just just because of his his his ethnic background and so he's in the end. He's running his his gambling operations. He's running his book just to make the payments that he's required to make just to run his book so he's he's not making any money. He's barely paying his bills barely scraping by he's he's literally living paycheck to paycheck and not even that just so he can pay for the right to run his book. It was really kind of a funny sad story. Listen to this guy and he's crying on the shoulder of this undercover gary police officer that how he's in really dire straits with these guys and then the harry police officer busts with these guys and he went to prison got lot nothing out of it. You gotta love that name puerto rican frankie. You don't have have to wonder where he came from or his family came from. I think he was a polish guy like you need a few more abouzar a constant in their police guy interesting all the kind of romance language. <hes> you know french and edyta on sissay in spanish they have a lot of hours and and all the eastern european guys have a whole lot of constants peanuts pans go yeah yeah. We have to do a story on peanuts pants. Go people that are chicago outfit. Fans will know more than we <hes>. Well probably more than we know right now about being banned go but he was a character. Oh yeah yeah he got. He got a little piece of everybody so what else you are. You got some other stuff. Here's were al roy watkins. A lottery operator turned federal witness <hes> he he was a foreman he and he and this anthony on who was it was sort of a lieutenant of of snooky morgan out. They were both forman at the at the gary works works a u._s. Steel and they got laid off in eighty three that was kind of when the only got into involved in in the crowd and i got to be careful because his is win. Looney came out of out of witness protection in ninety one he kind of turned his life around and his relatives are up here but that's he got involved in in lottery and they started up this lottery with ten thousand dollar loan in the beginning it was making six or seven hundred dollars a day but it later turned around it was making three grand a day and fifty five percent of every dollar was going to costs and those costs were fifteen percent of the mob ten percent to the cops and thirty percent would go to the lottery winnings and when they got heavy betting on a single number they laid off the cost on the actual actual illinois lottery pick really so how'd that word let me think if they just throw every like they they got a bunch of numbers on one two three four they would just go across the border and they would bet the the overflow betting on two one two three four and the illinois lottery so in the illinois lottery paid off that was when they would would recoup their <hes> their money. If one two three four paid off that was the numbers then they used with lottery as they use the m. Sorry i should clarify the use the illinois lottery as the pick numbers for their lottery guaranteed if you know so if illinois lottery hit one two three four than their lottery want to four so they were guaranteed to win in the illinois illinois lottery so a lot of times they just took all the money from their lottery and use it anyone lottery anyway. If they had a heavy day bedding they just put it all in illinois lottery anyway so so it was it was for the most part that that was where they were getting all their money from the lottery anyway so so then tell help folks understand stand and helped me understand i understand like <hes> on balancing the books with the football where they're not really gambling when they lay off like okay got too much accident on the chiefs and they're playing the bear so you go to chicago and you can lay off you can find people wanna bet on the bears and so you'll <hes> you'll bet on the bears and lay off all that chiefs action so how does that work with a little bit more how that works with the lotto. So how do they make their money. I mean see a sportsbook. They explained how it work. What i'm curious how they make their money so you've got four thousand people betting between a quarter and fifty and fifty dollars on their lucky number and people are real superstitious when it comes to lottery they they have a dream and once you three four was in their dream when it comes to when it comes to lottery people real superstitious and they will bet insane amounts the money on on these local lotteries because they feel that they have better better in indiana didn't have a lottery at the time now okay so they feel as is though this numbers personal in this lottery is more close to home so they bet this money on these different numbers on one through four so the odds sorry. You're not gonna hit it so you've got you've got all this money putting a pot and so the the the the pottery policy operator than he keeps all that money keeps all that money then he has to say. He's got a kick up to everybody but he's gets money. Then guys are running the lottery so that's just two guys they they take all that money. The mock gets fifteen percent of it. So one person is going to win on on on whatever miniscule odds they give them so they take all that money you are. They take whatever whatever percentage the payout percentage was was thirty percent of the take so they would take they would take their forty eighty five percent of the total profits out and they would take the fifteen percent give that to the mob and the ten percent give it to the cops or whatever was left at thirty percent payoffs offs. That's what you would win out of the lottery for that day. Okay thirty percent of the total take and then they would lead into the illinois lottery and if that lottery lottery hit on one two three four than that thirty percent paid whatever payoff is what you would give to the winner and that way. They don't keep their books balance. It's just like they keep their books. They've already made their money and you know let's. Let's say you know you you get. Let's say six people win one two three four well well then those six people's split whatever the thirty percent of the daily take was okay so and they don't get anything they every bit of money. That's been put on and people were betting adding as little as fifty cents now every month every bit of money from this as much as three grand a day has been put in then you act it up into only <unk> only whatever thirty percent after after the mob gets their fifteen these guys get forty five in the cops get ten whatever is left over that's what's put into the lottery in illinois and sixteen people win then you split that little that miniscule amount of and give each sixteen their share okay interesting. I mean they've already made their money before. The lotteries even happened <hes>. It's it's a poor man's way to gambles away to grab that dream when i first came on in the seventies we still had a policy is primarily in the black community and <hes> during a raid watcher walking. I guess i was a district guide walked in after they'd done array down to one of the <hes> they can maybe navy blue front liquor store in the back room that was a guy that what they call pulled the wheel and it had these dream books people would buy. I don't know where they bought them. I'm but they buy these dream. Books would have number things in them and out of that they would read those dream books and and how did that they would like. You say really superstitious. It's about the play and so bob guys that make money a lot out of that in the forties with with with the policy wheels all over all over from from chicago to to to gary there there are a lot and then there were the policy wars with same a._m. Jean connor taking taking things over from teddy row yeah and i've i've done some writing on that. <hes> there was that was how sam giancana made his made made his his phone so to speak. He took over the policy wheels and i was. I was an insane amount of money. Now is what got him noticed capone. Let them keep did the whole south side. <hes> was primarily african american at that point in time and <hes> it was a pretty lucrative thing. I remember reading about that. We did a story story on sam giancana. I dunno years ago two years ago and i think he didn't even have to kill that t- then teddy row he yeah he there. There was a hell of a fight eddie. It was it was it was big. Edie big big ed johnson that fled. He kidnapped him then. He fled with his family down. He had he had a huge estate. In mexico he was real smart with his money was a it was a college graduate and he was a hell of an interesting guy and he was he was partnered up with these early earlier kelly brothers and they all put money away in mexico in the kelly's kelly's died of one of kelly's had been killed ultimate kelly died of old age and and big ed retired down to mexico with his family and turned everything over to ted row and ted row put up elva fight against these policy wars than he was blown away he i think he actually shot marshall. Califano's brother and i can't remember killed him in divall all list so yeah well they don't. They're not used to people fighting back like that very much. Are they know they're not so but this poor a guy <hes> al roy watkins ended up testifying against leone because after at and this was this was in the early eighties the got tired head of running this thing he apparently had a very huge house inbound resume indiana but he got tired of running the lottery so he sold it to another lottery group for ten grand. He didn't give watkins any of this money but he told watkins well. I'll tell you what you go with them and you run the lottery and so- watkins kind of realized that he was basically just and he told these guys you watkins is going to go with you and he's going to run the lottery and these guys like that's great we get the lottery and we get a guy to run it and watkins later told police he said he just sold me like a slave with the lottery and it was that that that that led him to <hes> it led him to to speak to the police about this the he didn't. He didn't like me and sold in getting engage in a self. I guess it's kind of like thank you worked for a company and a bigger company buys it out my wife worked with did pipe tech stuff and they did pipelines all over the united states and they got set a soldier general motors so then all of a sudden they had all these new people came in and they'd have these meetings and they'd have aurora meetings ever thanks. She hated person she quit and went on did some bells yeah yeah not a fan of that stuff off but then when where you start to see problems is when franks's oh dies in nineteen eighty six he he paid his people pretty well they were making. They were running the street protection northwest indiana to they were. They were collected for the gambling same thing you saw in chicago cargo. They were running it and into northwestern indiana as i said they had the political protection and they even have the cops enforcing the political protection and you had you had the gambling machines the pinball machines and all that and you had the mob owning does but <hes> so when franks is the indiana indiana guy died in these chicago heights guys tootsie palermo zeno took over they didn't even know if there is still going to have jobs and they're going to send new guys in but their income goes down from one thousand dollars a month to three hundred dollars a month and then they're missing payments so they start to lose faith and about that time the mob is right. The fed is running these major investigations into this construction this major construction racket they've got going on. They're going around to construction sites and and they're you know they're looking to see if they have basically they're looking for kickbacks in order for these major construction instruction projects there were a lot of there was a lot of construction going on around around sheriff. Phil indiana in dire was was getting big and there was a major major road construction going on and they were like are you up to date on your union dues. Are you you paying into the pension. Fund the way you're supposed to because they were responsible offer collecting collecting the money and the union wasn't set up to set to take cash so you can get as much money as you want and this is two to three million dollars over the course of the eighties they collected and the union officials later said a trial we we were prepared to take cash so we just accepted we just took them at their word and accepted whatever pension plan payments they gave us and we knew that they were telling us the truth. They just take that pension plan money and then converted converted to their own use but salmon pension plan their own use and convert that into approval to to approval role to perform construction. You know we we won't shut you down with <hes> drama there. We won't shut you down when you're when you're doing this building when you're when you're building up a share bill when you're running when you're expanding the roads up here because north when there was a big period of growth in northwestern indian that time it was really it really coming into its own way it looks now is not the way it looked in the seventies and i moved up here in two thousand eight but it really has blown up. I i've talked to a lot of my neighbors and things and it's a major period of growth so that was a big time be run construction rackets so so is that what <hes> <hes> alto <hes> went to jail i see it and i have some vague memory his wife testifying against you she the one that talked about <hes> splat rose told the real story story about this gross getting killed belco but was that a good str- that was the construction scam that he was going to jail on toko was was a real real old school mob. Guys toko was was it. Toko was going all over the country in his prime. Killing people you went up to milwaukee gene killed a mobster up there. He was responsible for a lot of scott. Pelley was was initially tokyo's guy and a toko was was doing a lotta killing and the chop shop thing was was was toko. He moved in and took over and jimmy guitar and they had a rivalry going. The chop shops were initially tokyo's and when he got out of prison he wanted him back and i believe a lot of what he went under for was were the murders and and and just basically being a a pretty rough guy. I can't remember the exact charges. I need to go back and look into that but i know murder was a lot of lot of what he got because he he was running his mouth to his cellmate about. I'm gonna kill my wife and i was. I did all these murders and then his cellmate turned around and crazy now. <hes> we talked to say brought him back from greece. Oh yeah that's right back grace. That was interesting. You don't hear that much stories like that anymore and remind us all about. Let's talk a little bit. It's kind of a septic near and dear to my heart. I used to do a lot of car dealers for excel in a car with a wash title. That was actually a salvage card. So the the attraction for this stolen auto racket chop shop racket jacket was partly they were stripping some of them out and selling the front ends on the doors and all that but a lot of them they were retitled because of indiana hannah titling lack of these titles in indiana were there were none in there were no distinction in the laws at the time that even automobile so even in the chop shops if for stealing car you wash title in indiana but even beyond that if you stole a car in indiana the there's so many cases that i've found where guys would would be caught up in these in these car theft rackets and they they would catch him dead to rights at a chop shop line of cars stripped outside and you would get busted on the theft and you would get busted on the conspiracy baresi and they would plead out to avoid a trial that would plead out to the conspiracy it would get no jail time and a thousand dollar fine nine and they would walk so you have a lot of that because indiana didn't recognize auto theft per se it was just theft and you could steal cars across the border in l. Annoy bring him to indiana. Wash the title and you you know and then take a wrecked car here or a car that you would you would stripped pop the vin number number you'd steal a brand new car and cross the vins and then then you're selling selling a new car so in addition to washing titles in indiana because there's no difference prince in a in a in a salvage car or wrecked car in a in a new car. You could also even if you stole cars in indiana. All you're gonna get charged with the conspiracy charge because law enforcement was was was on because the courts and everybody were on the take and you were going to walk so there there was no there was no legal penalty at the time it was really when they say the wild west the wild midwest of court so in illinois really really was cracking down was starting to crack down into the mid seventies but indiana really had no interest in i guess as we've sort of talked about between hammond in whiting indiana in portage and over on into <hes> on towards elkhart there were seventy two hundred salvaged george just in that short stan going up to going to the lake and that's that's not a huge area that would require that many salvage yards but but you know for an even now there's there's there's garages auto repair places have moved in but there's there's garages multiple. Bay garages were in the past. Ask guys would have rented out a single bay to just to chop shops for a month and then moved onto another bay but there's there's so many garage bays and so many repair places places now because in the past they were just throwing up garages renting them out and and using it for chop shop and we're saying cheap to build a building. You're looking at five hundred dollars a day to to chop a car in the seventies that was big money. That was big money big money now my hey bad now. Five hundred bucks a day uh-huh. Tell us a little bit about the <hes> their union racketeering activities you kind of touched on that a little bit and the construction business but they they had you know our boy pudgy matassa. He had his own little union so did they. What what how did they get into the union labor's union or were they a part of the labor national up in chicago or they have their own union down there. Alpa lotto randy unionized chicago heights and to see palermo alarm. Oh and casino took over as union officials for the for the laborers <hes>. I talked to a guy who will be careful but he said the bricklayers were always a strong union. <hes> one of the local local business business agents down here has house firebombed. When there was some there was there's some problems going on with the business agent and he was kind of a bullish guy. His house was firebombed and the f._b._i. Was investigating that in the late seventies in the early eighties so anytime there was a union dispute. That's tend to be how it was settled. You would send and guy. I was talking to said yeah if there was a problem problem with the local construction site or local or a local company if they weren't kick minner or whatever they would send. He said they would send us in there and we would cut the heads off bolts or we would. We would set logs on fire so they would use a lot of times. The rank and file was and it was it was considered fair play and you would just pointing the direction of of scabs and he was listening the week in the strong unions. I don't because i have to live up here. In in in my house is flammable too yeah i need to i need to be i need to be. I need to be careful for this. I need to be careful naming unions but but <hes> as far even even into the early eighties <hes> if you pointed in the direction and and he sort of lamented that that you can't be as strong on scabs as which could in the past but yeah yeah fires at worksites and and slashing tires ars and breaking windows and and that sort of sort of thing was was just fair play if if your if your if your business if you're told you to go to that work site and hit it they didn't need to have the mob guys. Do it was just you you were told to do it and that was that was the belief oh you did so it wasn't you didn't even so much need organize labor if you have these b._a.'s juiced in and he did name several of the unions that were pretty the heavy juiston and in some of the ones that were not and so they had permission to go in there and work over worksite and then a week later they would turnaround and it would be it would be agreement labor in there so it was <hes>. It was a rough place really so. Let's wind this on down now. I'd say you got at some a little more. Modern activities of these guys are going to jail anthony leone. He seems <hes> designed to testify which is unusual for the chicago. Gago area gets anybody to testify. Frank calabrese say <hes> senior or nick calabrese was the very first guy i think any import the testify he was he was the highest ranked guy. Get a lot of these guys within the same verse generation children of immigrants at nineteen thirty five to nineteen forty guys like san marino in the calabrian brothers and petrocelli and a lot of all the wild bunch guys harry aleman. Those guys were with the next generation. All the guys that cicero and this guy the only was was in that in that ed group he was running things and once he started making less money when's izzo died. He kind of started losing his losing faith so to speak you know these guys are not what is we've talked about. The idea that there is loyal to the craft is not is not as true in real life. That's the famous method of the mafia. They'll take care of. You like your buddy. Nix ferro says yeah. I know jockstrap they use zsa stretches all gone that throw you away so he e rolled over they they. They were questioned in pretty heavy and he rolled over on him. He went into witness protection in nineteen eighty nine. He testified against his uncle. <hes> snooky morganna was his uncle and he told them all about construction racket he told them about making collections told him out everything and he this dominic dominic palermo he ended up getting he went to prison for life. He was seventy four and he got <hes>. Let me see he got a head had the amount of time he got but he got a hell of a lot of time to them out. If he got any time at all seventy four he's pretty much he was he was done and zeno got <hes> he got sent to prison for for for sixteen seventeen years more gano got got sixteen seventeen years <hes> obviously <hes> morgado got sixteen years one hundred seventy seven thousand dollars fine gavino got thirty nine years one hundred eighty five thousand dollar fine so these guys were done the the the mob was was for the most part smashed in northwestern indiana when when moore ghana went away and leoni was went into witness protection action now now leoni who rollover on everybody and he he was he was a nephew nephew oregon. Oh right yeah morgado and more ghana was the son of tommy. We're gonna so there. You know you get that same sort of italian interconnectedness and you know just anybody listening. I my mother's surname was to keti so any any comments i make i'm protected is on so i am. I am i myself i can. I can talk could my hands with the best of them i can. I'm ok interesting quote about what more gadoe said about his nephew. I like this. He's a snake. He lied on the stand. I do not ask for mercy. I ask for justice. Do not ask for mercy. I ask for justice <music> so i would rather have mercy the justice most of the time myself that you you can take that nobility and stuff and i want to yeah but i will say because leonis family's still up here he came voluntarily out of witness protection in nineteen ninety-one because spend time he wanted to be with his sons for the holidays he stayed out and he is real active in special olympics going forward is son was in the special olympics. He was <hes> he deep turned himself around as much as as much as we hear these guys doing that. He was a member of the community he was yeah. He really contributed heavy to special. They do for a living yeah. Did you have businesses or i want to say he was he went back to. I think he went back to the steelworkers. I was reading his his so bitch. Aware i think he went back to the i think he went back to to a union job but i can't remember i think he came out of the steelworkers and i can't remember if you went back to it but you know so he did he did he. I mean he voluntarily came out a witness protection to live in the same area where he was living that he testified so me. That's it's that's a that's a tough thing to do. He wanted he wanted to be with his family and he supported them and he he stayed with them and a lot of people did have have good things to to say about him. So to the leone family. I'm speaking to his is is <hes> his good as well as some of his checkered past. So you know don't <music>. Don't come to monster looking around interesting well. Can they spend a great show. <hes> really appreciate you jumping right into this and help me with this issue now folks. I'm i'm. I'm really dependent heavily on our my friend candace robinson because i'm working on another movie. I've got a documentary. He's been helping with the script. I've got a basic story down. <hes> i'm still i. I think i've done most of my interviews. <hes> <music> a it's going to be talked about the generation gap between the older mobsters. I'm interested in that because that's what we had in kansas city thing that also happened in cleveland with danny green so in kansas city we had these younger mobsters are born either during the war right after the war and you got he's older boxers that were all either came over or their parents came over from sicily around the turn of the century and they were born nineteen fifteen nineteen twenty and they're running. Everything and that's the same way in chicago. Those guys ran everything for a long time until these <hes> the postwar baby boomers are middle of the war are baby boomers came bro. You hadn't prohibition to same sentiments next door. Same story wasn't at the the o mustache pete's in a way and you. I know that's the whole godfather story about. That's when knicks avella. Our guy in boston is born in one thousand nine hundred sixteen well he he raised step against the mustache pizza and you had that all over the united states so each generation has its young turk. Shall we say i'm telling that story about the nineteen seventies we had quite a mob war <hes> bombings and murders and they're more bombings and some torture and some more bombings and and it was really it was it was brother against brother. Either we had two brothers. <hes> nick and cork's avella were the kind of the ruling family and they were born around nineteen fifteen nineteen sixteen we had had four brothers nick joe mike and carl sparrow and they were all born around nineteen forty to nineteen forty five or forty six and they wanted a piece of the action a little bigger piece of the action and they were upstarts and a what really interesting i find out from f._b._i. F._b._i. Reports is this oldest brother neck. This is during the sixties and he starts brought his hair out longer. I mean it was a generation gap ban. He he starts growing his hair out long. He goes big fu manchu. He wears bell-bottom clo- lance and kind of flowers looking clothes. I got a picture of him in death inside inside the trunk of his car and his pants are real florida. I mean they're real hippie pants man. He got quotes from these mob guys going. You know what's wrong with that. Guy's looks looks like a hippie and they even f._b._i. Reports say his dress and demeanor he became <hes> kind of persona non grata with the ruling family so what's it you know they ended up killing me man and that you know when as <hes> as we came up with <hes> the i'm not sure exactly. I think it's an ocean city and proverb. Herb is if you're gonna kill one brother. You'd be ready to bear better. Be ready to kill them. All this was awarded. The death gail absolutely absolutely no prisoners. I'm spending you guys. You've never made a movie. I imagine and it is hard and it is time consuming and it's it's tedious and i don't even think about what else is going on in my life till the end of the day for days in a row but i wanted to knock this out real quick. I'm getting a little low. Oh after my month long hiatus july get little low on podcast and and so this will knock this out now if you would like to support that movie see that coffee cup if you'd send me a hundred bucks mega one hundred dollars donation. You'll get one of those coffee cups a gangland wire crime stories coffee cup so oh and you also get credit is one of the producers you know you can. We'll get a bigger credit and and more prominent place at the end and you twelve hundred bucks but i've got i've got costs. I just ordered a bunch of illustrations from an artist show some of the depiction of the murder scenes where no gamma-ray could ever have been <hes> no cameras could ever been filming and i've got the audio <hes> last time i did a movie. I hired a guy in charge me an arm and leg folks to do the sound but not on the sound but help with the music he did. He did excellent job and i'm <music>. I'm gonna i'm gonna pay a a professional voice to to be the narrator. I'm going to do someday ration- myself <hes> because i was intimately gently involved with this whole story on the streets during the whole time but we're also going to have a professional narrator to to help explain this story and and so there's expenses and if you'd like to help with that and get a producer credit why inna goff account why send me one hundred bucks pay pal thing and <hes> we will. We'll take take care of you on that helvin interesting story it is it is equa story okay. I think we've done all we can do here cam. Don't you think i agree. I think we i. I think we ran a pretty. Well all right <hes> if you have a friend ereli has a problem with drugs or alcohol. Make your first call to. I call call eight one six three six one fifty nine hundred go to their website w._w._w. Dot i call casey dot org. Don't forget my movie gangland. Why are you can rent that for dollar ninety nine on amazon i i'm still getting quite what if you reynolds every month and and i think people are telling their friends about it now. If you'd want to buy that movie you send me that hundred bucks. I'll send you movie too long with the the <hes> gothic up went to special features on it especially as review of the las vegas intelligence unit commander who who went to chicago and threatened to kill everybody in the outfit <hes> which is a hell of a story in itself. I got my city my app and the apple store and then i've got my book and i suggest you call you get the kindle version because i hooked up all the wiretaps using that book de ah the transcripts in the book for the skimming investigation <hes> you just click on the link and go right to the actual wiretap which i think is. There's nothing else out there like. It's called leaving vegas l. f. b. i. worked apps ended mob. Domination las vegas casinos there. We're gonna we have got a title for the new movie at me by has a suggestion is about about brothers killing brothers and a sicilian vendetta. Shall we say between brothers and were batting titles back and forth. You guys suggestion hit me up on <hes> <hes> you know whenever you do that vin mo- when you buy me a cup of coffee on vim oh you can send a little message suggested title think about that game all right all right folks. Thanks a lot for and that's the way it gives one day and camp. Thank you for helping me. We'll talk to you later bye provided by our good friend and superfan from portland oregon again casey mcbride. Thanks casey.

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Mac OS Ken: 06.13.2019

Mac OS Ken

12:53 min | 1 year ago

Mac OS Ken: 06.13.2019

"Yeah. This is MAC. OS ken. History tech stocks and anti-trust cases, gene is parked in front of apple TV, and apple still may be eyeing Intel's modem division. It's Thursday, the thirteenth of June twenty nineteen, I'm Ken Ray. And this is news from Michael west Ken, brought to you by yours truly and sponsored by euro, the home wifi system, that goes anywhere and covers everywhere. Grab your Eero today at e r o hero dot com slash MAC. OS can this show is also supported by people like you patrons through patriotic and find out more in that your support that patriot dot com slash MAC. OS cat. With all the talk of DOJ and FTC investigations against alphabet Amazon, Apple and Facebook, one financial firm warning of hits to shares in those companies should things not go their way, there and says, Goldman Sachs looking back to a few big anti-trust cases and noting. Downtick in associated stocks historically, the P says the industry-leading companies targeted by antitrust enforcement have experienced lower share valuations, as a result, sometimes for decades, according to Goldman Sachs, examples listed. Microsoft stock fell off a cliff when the Justice department pursued an antitrust case against it in nineteen ninety eight that traded at a discount to other tech companies shares for years afterward, according to the report and only recovered after formal oversight of the company was lifted in twenty eleven in nineteen eighty four AT and T was. Up into eight smaller baby companies Barron says each of those traded at a discount to the parent for a year afterward before finding their own levels, as individual companies, even when regulators lose stocks can to IBM's valuation fell after the Justice department filed an antitrust lawsuit against it in nineteen sixty nine even though that suit was dropped the stock's valuation was suppressed according to the peace will history, repeat itself. If cases are brought the firm seems to think, so quoting Goldman's analysts while the impact of regulation on today's stocks will be case dependent similarities among historical outcome suggested investors should reduce exposure to any stock that becomes subject to antitrust lawsuit. Former by Jaffray analyst, gene Munster is back, some thoughts on apple TV, those of you who know his full on apple television history might allow yourself chuckle at this point cult of MAC has the loop ventures principle, laying out some new numbers for apple streaming device turned platform, according to his data twenty one percent of US homes regularly use novelty v twenty six million. Apple TV's have found homes in US homes, and those twenty six million account for close to half of the estimated fifty three million apple TV's active worldwide while the number of digital living room hobby, pox may not grow exponentially. The platform is said to grow exponentially, Roku, Amazon fire TV and Google Chrome cast all outsell, apple TV, according to the cult, which goes on to say, that's almost certainly why apple decided to life. Scence. It's tack TV makers Samsung, busy, oh, Sony. And L G loop ventures analysts predict big things for these partnerships. They expect the US installed base of apple TV and compatible televisions to grow by two million units. A year going forward. Hence the exponential growth potential quoting a Munster post on the issue. We believe of actually many major TV's will embed apple TV software. This adoption curve may be similar to car play, which recently reported is available in ninety percent of new cars sold in the US and seventy five percent globally. Does this signal the end for Apple's own video, streaming device monster things not quoting his note again? We believe the standalone box will continue to offer to features not available on third party display, an Gration I the Siri remote, which is increasingly used for navigation and content discovery second, the ability, the pair, a PlayStation or XBox game controller is a measurable value. Add for the upcoming, arcade. Gaming service. Interesting. Called the MAC things apple has licensed its tag to other TV makers to get people to subscribe to apple TV, plus that is probably the case. But as there any reason, apple can't or won't drop apple, arcade. Ads head of the programming being served through Samsung's and busy os and everybody else's TV. I gotta say years later, I love the gene Munster is still watching apple and television. Simon with apple gets a thumbs up from a competitor. The verd- sat down with Mark Risher Google's. Log in chief bottom line. He's for the security services like signing with apple and Google sign. Then represent as the verge explains while the log in button to relatively simple. They're much more resistant to common attacks fishing, making them much stronger than the average. Password provided you trust. The network offering them with safety being what Richard does, how could he help, but be happy about Apple's entry quoting the Google, or I honestly do think this technology will be better for the internet and will make people much much safer. Even if they're clicking our competitors. But when they're logging into sites that still way better than typing into bespoke, username and password or more commonly a recycled username and password. Risher had a lot. More to say including reacting to the shade apple through when announcing it sign than solution. There's also some in depth yet accessible security stuff disgust look for that article on the verge. More news in a moment, but first word from Eero the home wifi system that goes anywhere and covers everywhere with the addition of a third five gigahertz radio. The second generation Eero is now try band and twice as fast as its predecessor which lets you do more similar Tena sleep in every room of your home. Whatever your wifi needs ero- has the power to seamlessly blanket, your home and fast reliable WI fi. And with the addition of a new thread radio ERO can connect a low power devices, such as locks doorbells, other sensors and more. All of that means pastor and better. But, you know, we never talk about euros customer support. I never think of it, because I've never needed it. But here's their pledge euro has incredible customer support. It's something they really invested in. You can call and get in touch with a wifi expert within thirty seconds. If you have any worries about your other connected devices during sunup, one of Eero experts can walk you through everything for years now my ear. Oh, has been excellent and trouble free. Isn't it great to know that they're committed to making sure yours is to check them out for yourself at Eero dot com slash MAC? OS. Can that's E? R O, Eero dot com slash mecca wiscon-. They've got different offers for different homes. Take a look see which package is right for you at E R O Eero dot com slash MAC, OS cat. Eero the home wifi system, that goes anywhere and covers everywhere, and a big thanks to Eero for sponsoring this week show. Apple may still be drawing the by its way in the five G modem business are as Technica highlights report from the information saying the Cupertino company is still being Intel's modem business based just down the road in Germany. Quoting ars Technica Intel has reportedly considered selling off pieces of its modem business and the heart of that business is in Germany, where Intel acquired an integrated Infineon for one point four billion dollars in twenty eleven the engineers that ended up in that division previously worked on chips that ended up in the iphone about a decade ago. All of this may sound a bit familiar are says the Wall Street Journal ran a piece in April, that have apple kicking the tires on N. Dell's five G modem division, nothing official on any of this, of course, just secret peeps said the know something about something. Apple seems to be expanding in Seattle cult Amax. As the Cupertino company has reportedly signed a lease on a huge new office building in the emerald city. Sources tell the Puget Sound business journal that oppose looking to move workers into a two building office complex on three thirty three Dexter avenue. The six hundred thirty thousand square feet of office space could accommodate as many as four thousand employees, according to the peace or maybe workers there. We'll just have a lot of breathing room last year. According to the cult apple set at plan to have over a thousand workers, working in the Seattle area by the end of twenty twenty two and finally today, I ki as home kit, ready. Smart shades are on the way. Really this time probably. Originally due out a few months ago, apple insider, says they are now expected a couple of months from now, quoting the report, the new launch date was spotted on I ki as flagship Swedish website by a Reddit user. We appreciate your interest in our smart blinds, cadre JR. And furture text reads, these blinds were intended to be sold in February. But will now be available in August, according to our forecasts. Cadrone. Furture Irma GERD. Fan of exciting. Macro has gone brought to you by me and sponsored by ero- the home wifi system, that goes anywhere and covers everywhere. Grab your ero- today at E R O Eero dot com slash Mike. O S can't this show is also supported by people like you patrons through patriotic. Find out more in that your support that patriotic dot com slash meth Alaskan. Advertising handled by backbeat media online at back the media dot com, you can reach me a couple of ways info, MAC, OS, Ken dot com or call seven one six seven eight zero four zero eight zero. We will talk again tomorrow until then. That is news from MAC OS, Ken. I'm Ken Ray. Good.

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