23 Burst results for "Shakier"
U.S. Judge Halts Trump's TikTok Ban, Hours Before It Was Set To Start
"Well tiktok lives in US apps stores at least for another day, a federal judge in Washington, sided with the company last night blocking President Trump's order that bans the video sharing app the trump administration. Let's remember caused the APP a national security threat and it's fighting in court to Block Tick Tock Chinese parent company Bite, dance from operating the APP in the US either by banning it outright or forcing a sale to a domestic buyer, we NPR tech reporter Bobby. Allen here morning Bobby Morning David Okay. So what is this court decision? What does it mean? So the judge put the brakes on a ban that was going to. Like you said, prevent any new downloads of Tiktok that was supposed to take effect at midnight Sunday and the judge didn't explained his rationale for the ruling. But TIKTOK lawyers argued in a hearing just over the weekend that shutting it down would be like shutting down a modern version of the town square. They said that's Kintu silencing speech and there sure is a lot of expression on Tiktok David I mean it's the fastest growing in the world. You know it has some hundred million users in the US. So all those users can now breathe a sigh of relief they can keep posting their lips thinking and other ridiculous videos. For now, that since such an important relief for so many people going for these these times of isolation. You Save for now that's important. Right? I mean this. This might not be the final word at all. Net. Yeah, exactly. So this is a breather for Tiktok buys them time before there's a more extensive hearing on trump's ban, and in the note here that the White House is not backing down from that band but as is winds its way through the courts. There's one very important date and that is November twelfth. That's when Tiktok has to find American buyer or disappear for real in the US Tick Tock, was hoping that the judge would also push back that date, but the judge said, no, we're sticking to the November Twelfth Day. When we heard so much about that potential deal was supposed to keep Tiktok live in the US for good. What what's the latest there? Yeah. There was hope at one point you know parties were racing towards an agreement, but then things sort of went south pretty quickly. trump gave the green light to software company Oracle to take a stake in Tiktok and Walmart was going to be a major investor. But then over in Beijing Bite damps which owns tiktok said, hey, hey, not so fast we don't WanNa lose control of the biggest. APP. To ever come out of China. So talks have stalled but you know the parties having given up. They're still discussing how they can maybe resolve this, but the stakes are so high David for Tiktok I mean, even a temporary ban could mean ninety percent of tiktok users will quit and join the competitors you know in in light of this happening many other apps have cropped up that see opportunity here trying to take you know the users who you maybe think Tiktok might go away and hope that they jump over to their platform. What about this basic question bobby. Is Data safe on Tiktok if we're using the United States yeah. This is at the very heart of the debate. You know the trump administration says, having a Chinese owner creates a national security risk since China's government has unfettered access to private business in the country, and there is a consensus among experts that that's a real concern but the particular threat from Tiktok that's lot shakier. The White House has never offered ironclad evidence that can definitely get its hands on the data of Americans and Tiktok says it's shielded because none of the data is stored on Chinese soil. And most of its data on Americans is encrypted. That's said David None of those assurances are cooling the heat from the White House. All right, this journey continues NPR's. Bobby. Bobby thanks so much for covering it. You gotta thanks David.
"shakier" Discussed on Channel 52: The DC Podcast
"Sister? Chandler being like to have a word with you apparently. What! Appeared parody the personnel. Department Civil Blake the friend's apartment. Yeah! I think that that was the hit with the opposite with that. I was just like Oh okay. Art Into Jay Garrick Shakier. Baby. Original Flash. Yes, we saw we saw his Those those those were Alex. Ross posters in that the J. GSA headquarters right. Abby Alex Ross. Never, get tired of that man's artwork. I have literally all of his books. Even the marble stuff, yes. The moral stuff you know more. So yeah I mean. I read some other stuff, too, but I I I did a little sampling of some of the forty stuff. Okay, here's my here's my big takeaway on clash comics number one every time we see a flashback. Jay's origin looks like he's working in the lab. And then it gets overcome whether there's hard water fumes. If you read the actual flash comics number one. He's just like leaning against the lab table. Smoking a cigarette I'll love whole fire, Tau and like. Knock over the hard water. Yeah Yeah. That's you're noticing. I think so I mean if I've Read I. Don't remember even read in Flash Comics number one before if I did, it's been years and years ago. Yeah I was just like wait a minute. Before all this time, kids dedicated scientist, he was a bum. That's usually how it goes with a lot of those heroes. They happen into it and they make the most of it. One of those common threads of the early DC stuff. I mean I appreciate it at least was working. So we get into the other stuff. Yeah. So, what was your favorite? What's the route you about the nineteen forty stuff? It's just wholesome in. It's fun, and it's just people doing good for the sake of doing good now because their parents died. Exactly exactly when.
Ghost Kitchens: The Biggest Trend You Never Heard Of
"Space to multiple restaurants workers in a single dark kitchen may prep meals for say Wendy's sweet Greens and host of independent restaurants. All at once what? These ghosts kitchens have in common is what's not. Their consumers. Do Not darken their doors. There are no signs advertising delicious meals. No tables and chairs know waiters and waitresses. Just spaces were delivery drivers lineup to pick up their latest stash of Burgers and onion rings. Some like cloud kitchen owned by Uber's ousted. Ceo Travis Kalanick's go to great lengths to hide their kitchens. Locations calendar clearly takes the ghost named seriously. Here's what else they have in common. They are suddenly everywhere. Funded by investors hungry to take advantage of our seemingly insatiable desire to eat our meals on the couch. In the office. Kalanick's new venture has been buying up suitable real estate in the US. India and China according to Fortune magazine funding growth with four hundred million dollars of cash from the Saudi government. Last week ghost kitchen company TOPI which already has thirty locations announced it had secured another sixty million dollars in funding to build out fifty more kitchens in the US Saudi Arabia Dubai Kuwait and the UK. And then there's Pasadena based kitchen united which plans to build at least five thousand kitchens in the Coming Years Industry Publication Restaurant Business reports alphabet which owns Google is. An investor goes kitchen's promise advantages to people in different parts of the restaurant ecosystem. You're an independent chef dreaming of opening your own restaurant but without a million dollars to spare well. You can test your recipes and a ghost kitchen and create a virtual restaurant that exists only on a delivery. App like Grub Hub. Now you can get started for thousands of dollars and build a storefront or by a food truck only after you prove the concept if ever the promises and statistics have been so overwhelming in such a short time but now observers say there may be too many ghost kitchens. Investors have sunk at least five billion dollars into the new industry since two thousand eighteen. The Wall Street Journal reports restaurant business questions whether it's a setup for a bubble especially should a recession set in. Here's the logic when employment looked shakier. We lose a job. We start cooking again. Takeout sales Wayne and ghost. Kitchens can't fill their spaces. Ghost kitchens become ghost towns. I suppose you could say moreover there's already a backlash against some delivery services which have to keep growing to feed the ghost kitchen pipeline chains like olive garden in. Texas roadhouse are shunning third party delivery reports industry publication FSR restaurant executives at these restaurants. Say Third Party. Delivery hurts business. Diverting potential customers who would otherwise dine in order drinks at the bar and develop bonds the bartender in waitstaff. Some say their food doesn't travel well. And if it arrives at a customer's home or office cold well. The restaurant gets blamed. Not Grub Hubbard posts. Mates FSR says these restaurant leaders also questioned the wisdom of paying high commissions to outside delivery services for an outcome that well while it can raise revenues by twenty or thirty percent can shrink profits nearly as much still plenty of business leaders. Believe delivery is here to stay like kroger one of the nation's largest supermarket chains. It is so bullish on this trend that it's partnering with Ghost Kitchen Company Cluster truck. Yes you heard that right to offer meal
"shakier" Discussed on Angela Yee's Lip Service
"Was having a mid is porn fast when they take their clothes off that made some nine it happen and now okay to somebody orgasm from that here. I did all right. Amazing wonderful I love that. I'm not certain amount blitzer. Just send it to somebody by mistake. The porn yeah. I love that John and tell us right. Now we have to my guests. Come to this but you can look at them. Okay so you're GONNA look straight ahead so what we're GonNa do is the guys are greater free. Styling ailing because we've seen them on the beach. He Cypher free styling. And we're going to start it off and you can't look at them but you have to pick based off of their freestyles who you would go on on a date with okay so if we can get to the stage I just WanNa say I saw these guys earlier today and they both were very excited that you were coming really. Yeah Ha and ready to say should be excited. That is coming so why we get them to this days. I just want you to put this in order of importance when it comes to a man. Okay okay is four things. We're going to hear his natural sense. Okay recall recall his sense of style. Okay his past girlfriend because you know you can judge a man by who dated and his diet so in order order of importance those four things but would you say is the most important to the least important most important I agree hygiene is very important for me. We can't do no role play with hygiene Noah. Sometimes what hygiene. Just their natural smell is bad. That's because they eat bad thing then. Don't shower no you are. That's true that is so true. We're very attractive sense right. It's not just about if you funky but some people have like a natural order that you're so attracted to that you'd be smelling the sheets when he's not there. How many boxes says before from Shakier Datasheet Australia I am I crazy? Lyon stay shouldn't stay. Yeah I think I. I think that's something guys doing. We're keeping the smell should.
"shakier" Discussed on NewsRadio 1080 KRLD
"The wheels of an impeachment inquiry against president trump or set in motion by U. S. house speaker Nancy Pelosi I can say with authority the trump administration's actions undermine both our national security and our intelligence and our protections of the whistle blowers more than both Democrats say president trump may have broken the law when you discuss the business dealings of Joe Biden's son with the president you Korean we ask you anti political science professor Cammy king if today's development was inevitable at some point during the trump presidency so I think that gets to a larger issue of whether or not you view the relationship with the Democrats as being one that started out as being hostile and toxic or whether he became hostile in toxic of our time and so I think that what he's a concern given the fact that with the Mahler investigation they discuss the impeachment as a possibility and I think ultimately came from that the Democrats need to proceed very carefully as they move forward with the impeachment inquiry that Polanski has now said they are going to do whether or not it was pre ordained that it was going to be like that that's something you're gonna have to speak to to the leadership of the Democrats about but I would say that the Democrats are on shakier ground now than they were under Lawler and he will be curious to see what that phone conversation turns out to be so our formal impeachment inquiry Cammy what exactly does that mean does this now become molar investigation two point oh for the U. S. house I believe that it will and. all my changes on what that call turns out tomorrow since president trump has said that he's going to release the unredacted version of it that's going to be the smoking gun I mean it really is a bargain harking back connection AT is what's on those tapes we wanted feedback page now when he still won't address is whether there was other information other than that keep phone conversations that the whistleblower hat and that's why you see pelo see asking for that entire whistle blower statement could be brought forward to Congress to investigate. our two point no it may be I completely different paths that they go down depending on what the whistle blower brought forward we also have to keep in mind who leads the whistle blower where did they come from my day politically motivated because that was one of the things that was thrown after Mahler until the transcript of that phone call is released tomorrow this whole thing is really in a holding pattern isn't really wealthy and even AS crest tomorrow is released an unredacted form you still have to know what the whistle blower Mike now and if the whistle blower had further information they need to really not going to be over because now you're going to be into a fight and that is potentially a constitutional crisis Bacardi regarding the reporting requirements of white the executive officers have to give to Congress and under what conditions and when the president can claim executive privilege and the only way we will get an answer came back if they win expedited. access to the Supreme Court can make that decision thanks to doctor can we came from the university of North Texas..
Slack Chooses Rare Strategy for IPO
"This episode of business wars daily is brought to you by central online from Pitney Bowes. They make it easy to save time and money. No matter what you ship or male. You can try it free for thirty days and get a free ten pounds scale. But only by visiting PB dot com slash b w daily. From wonder I'm David Brown. And this is business daily on this Tuesday, April night, no doubt, you've heard of slack the app that helps you communicate with your co workers. There's even a good chance that you're one of the ten million people who used it with the tool now almost everywhere it should come. As no surprise that the Silicon Valley company plans to go public this summer. What may surprise? You though is how slack plans to do it on the new York Stock Exchange using a rare method called a direct listing. Okay. Now for a very compressed lesson on how does work and what's different about this one typically companies going public higher big investment banks to underwrite their offerings. That means the banks purchase shares of the company stock ahead of opening day at a particular price. And then sell those shares at the time of the IPO. This does important things for most companies it sets an opening price for the stock and raise capital. Also in a typical IPO existing investors like employees are blocked from trading. Any shares for some time off in about three months. That's not what happens in a direct listing in a direct listing. There is no underwriter investors. Simply purchase stock from the exchange once the companies declared public so while the company stands to save a ton of money in these paid bankers the outcome of the offering is less certain the public sets the value for good or ill companies that go the direct route are taking a chance which is why it's so uncommon but more and more tech companies with high valuations are going direct slack follow Spotify, which went public on the new York Stock Exchange last year and since slack is currently valued at more than seven billion dollars and has almost a billion dollars of cash in the Bank. The company's pretty confident that investors will pay a good price. And that draws us back to slack itself. It's obviously doing well. While most customers use slacks free service, eighty five thousand companies are now paying for its premium products slack seems to be riding on top of the world. But the company has challengers one of the biggest is Microsoft which released its teams apple about two years ago in direct competition with slack. According to the motley fool, Microsoft, says half a million organizations are using it including more than ninety percent of fortune one hundred companies that's enough to put slack on a little shakier ground, or at least to spur both companies to keep building new features and lure users away from each other. The motley fool stresses though that once you're on a communication platform with your colleagues. Switching the whole group is no fun. So stealing market share from your competitors is hard, which might just be what slack is counting on. From wondering this is business wars daily. Hey, if you're on slack or teams, send a note to your channel and tell them to subscribe to business daily white. I'm Jay, thanks. I'm David Brown. We'll see you tomorrow. This episode of business was daily is brought to you by sin pro online from Pitney Bowes simple online makes it easy to save time and money. No matter what you ship or male, plus you can print shipping, labels and stamps, right? From your desk with San pro software. You can compare rates between shipping carriers and gain access to special USPS savings. You can try it free for thirty days and get a free ten pounds scale. But only by visiting PB dot com slash b w daily. That's PB dot com slash BW daily.
Looking back on the Warriors' 115-111 loss to the Phoenix Suns
"First, let's start with the warriors. And we have a lot to unpack here. So it was just yesterday. We were discussing the fall of the empire. Just the the sky is falling. The warriors are done. Everyone's freaking out because the warriors had him very embarrassing loss to the sons they came off a big win against the Denver Nuggets. They play the sons at home, you think this is just such a gimme gimme win against the sun's before they hit a tough road trip. But no, the warriors lose this one. Not only do they lose. Kevin Durant right ankle contusion. He left the game the fourth quarter people were a little nervous about that one. But it seems like he's day today that is the word coming out of the warriors PR staff, and that's it just seems like one of those deals that it'll just be a give and take just see how he feels as a day to day goes by do we think that Katie is going to miss a lot of time. No, that's everything. We are hearing. He is not going to miss law. Time will he miss this upcoming game that is yet to be seen by it was just a really I really hesitate to say cherry on top. But just one more thing you add to a a bubble. Those ready to burst role fans that were just thinking that the warriors are hitting the skids here and then after the game once the warriors lose clay criticizes the oracle crowd that got some people talking and we'll we'll touch on that. And then the Twitter detectives. Yes, Twitter detectives lip reds Steve Kerr, and uncovered some explosive comments on the on on the teams grass on the first seed became a little shakier. So there's just a lot to unpack here and a lot of it can be talked about now because Steve Kerr addressed the media yesterday in a an optional practice. The team didn't have to show up yesterday. It was just individual work. I saw. On Instagram that Draymond green. And Steph curry Rover there at the practice facility, Draymond green. Look like he was having some fun. He was filming on his Instagram story. Steph curry looked like he was putting on a do rag people had some fun with that. I posted it as well to my Twitter, and do you can find me on Twitter actually grant Lifton at grant Lippman as well on Instagram. I put some fun stuff on there from when I do my show wars, outsiders NBC sports bay area there, it is ring that bell self promotion, and you can see it's if you go to my Instagram or Twitter, I before the games, actually, I'm pre-game when there's a home game. I take some shots on the court to see all the guys warming up, and it's fun. We have some fun with that. But let's go back to what Steve Kerr said. Because he's the only guy that addressed the media yesterday. And and the media was assured ask all the questions that everyone wanted to hear about and it's the most important stuff, and let's start with the warriors going on the road. So at Houston at okay. AC at the Spurs and at Minnesota, it is a very tough road trip coming up for the warriors. So after an embarrassing loss. Everyone starts wondering what what can we expect from the warriors? Is this a good time to go on the road? Do they need to fix things at home? Well, here's Steve Kerr answering that question. Groups
"shakier" Discussed on The Talk Show
"Need one for Android and the web you can use the same one for entering the web because Google allows it, but you still have to have a different one for apple. And now you have to you have two different revenue. Streams figure out a mixing together if your bookkeeping swimmer complicated. It is increasing the entry for for innovation and for creating something new and that that's a bad thing. And apple will go on and on about all these new jobs. They create in the new things that create the store, and that's all that's all true. I'm not denying any of that. But now we're no longer in the like the world where the iphone coming along where the world where the iphone exists where smartphones exist, and they are inescapable you can't build a business and not be on a. Phone like, it is the most important computer, competing platform there's ever been and for digital platforms. It's the only platform that matters. And that makes it even more important that they're not be anti-competitive policies like this given its importance to kind of society broadly. Yeah. And it's. You know, like if you I mean, people don't buy apps anymore. I mean, I know it's all going subscription. But. But you buy an app and apple gets cut one time. And then if you keep using the app Yuki snap or not. But the idea, you know, like in one of the things that makes net flicks is pulling out of this remarkable as at Netflix is the top grossing app in the store that you know, it, obviously obviously enough people were signing up. You know did their sign ups through the app store that it's the top grossing avenue store. I mean, I guess it's not surprising..
"shakier" Discussed on The Talk Show
"One payment system. Like, you're forced in supporting multiple ones as if the world were, you know, we're only IOS, but that's that's not the case. Yeah. I really think that apple should be able to whatever they decide the split should be seventy thirty eight hundred eighty five fifteen whatever they decided should be it should be able to compete on its own and that developers should choose. Well, that's it's so convenient and so easy for the user to sign up right there in the app and just put their thumb on the touch ID button or use face ID and confirm. And now they're subscribed. It's so much. You know, I'm going to get so many more sign ups because of this. I'll agree to this eighty five fifteen or seventy thirty. Or whatever that's their choice. Right. And if those numbers are too, high if seventy thirties too, much, you know, then it would naturally come down, and they would adjust it, you know, like there is no market effect at work if if they can unilaterally disallow, developers from even choosing it while explaining to users how to go about it. Yeah. They they would still be very successful. I mean, take like inept take games, for example. Like, the you you don't if you're a game developer, and you're going to buy a bunch of virtual coins, or whatever it might be you probably don't wanna kick them out to a web browser because you're breaking the spell. You're getting out of it. And it's your boy, do I really want to spend this money. You want? And the speed of that transaction it's a huge benefit. And apple you. I'm not saying that to open up their inept purchases to other payment processor like they innovated that they built that. By all means you should be able to you should be able to compete on those grounds. I have no objection to that. And frankly, there's a huge benefit to being tied in with apple the number one thing of the number thing that drives churn for charity, for example, is credit cards expiring like that and people they expire and they don't notice for a while. And they've made difficult to sign up. Whatever might be well, guess what? Guess which credit card is the first credit card to you change if your card expires, or if your car gets stolen go, and you change your I tunes card right away. Because you're more likely to realize it's expired fast. Right. That's a huge benefit for developer to be to have someone else basically policing. The remember update your credit card problem because that's by far the when the biggest drivers have turned for anyone that that relies on credit cards. So like there's real benefits. To going with apple and where I think they could absolutely charge a premium and rightly so this idea though, that apple deserves thirty percent of a kindle book, which by the way would never happen in books because you're paying there are I've heard a lot from people running e book stores or e book things that we're not Amazon that this is devastating for them. Because they're paying out eighty percent of a of a book price like date. It's literally impossible for them to use an app purchases because they'd be eating ten percents on every purchase. And what did apple have to do with the publishing of that book? Where did they have to do with anything? All they did was make a device with a screen that is integral to to daily life and to think that entitles them to to book revenue or to music revenue or whatever revenue might be. I think is preposterous and it's hostile to users. I really do think. So because it leaves went when the developer like Netflix. Chooses not to to participate or all of Amazon's properties that have consumable content or subscription content. It is confusing is really really confusing. And I that that is the entities of the apple experience to be you know, to leave users in confused state. It really does not look like, and you know, the fact that you can't link or have a button that jumps you over to safari to do it. I I mean, I really do think that should that should be allowed. And I don't even think I don't even there should be a question about it. But the fact that aren't even if you say you can't have a link, but you can't even tell them like you can't even say go to Netflix dot com and not have it be not even have to be link..
"shakier" Discussed on The Talk Show
"If you use kindle on an Android phone. There's a tab on the bottom, which is store that that page is not like an app page. It's not like using API's wherever it is actually web page. I think it actually do think that that they did shoot you over to safari. I don't think it was a web view in the app. I, you know, I think that was part of the that might be the case back in two thousand eleven and we're there even back in two thousand eleven. I think they're they're always was a web view. But it was but it was limited at the time. I don't I if I ever a developer prime, remember. But it was at time a few years later, we're apple significantly improve the web view, you know, and made it sort of like a mini version as far as that had access to the same cookies and and cetera. But instead, they shot you have to safari and in some ways that might have been better just because if you already logged into Amazon dot com on safari you already logged in when they shot you over and they knew it there was like callback. So that when you did by the book, you could from safari hit a button that would jump you back to the kindle app to the book that was already downloading, you know, because they sent a push notification to the kindle app on your phone. You know, so it to the The other. other long sort of it is is that until two thousand eleven you could buy kindle books easily and in an obvious way. All on the phone with maybe at the most arguably one extra step compared to if the purchase had literally been in the app. That's right. And and whereas now today you can download the kindle app, and you there is no web view..
"shakier" Discussed on The Talk Show
"But I think it's more a testament that Illinois brick is woefully insufficient for dealing with Israel. Good. So because we're dealing with a sort of relationship, that's like Illinois brick like envisioned, a very sort of linear value chain where money went from a to b to c e win the reality of digital relationship. It's not just money. It's also the consumer relationship, it's data. It's all this sort of stuff where it's much more of a a three D or quantum sort of connection that to try to distill it to to a series of boxes and arrows is woefully insufficient. But that is all to said not that that is all to not say that apple doesn't have too many negatives there, but apple has an antitrust problem perhaps with the app store, and and again, I think the term that applies is rent-seeking yet will rent seeking is is a it's not actually an antitrust term per se. Just the the idea that a company or entity is collecting money based not on the provision of a service. But by because the parties have no choice like, so if you if you I mean, you think about it in terms of rent like if you own a piece of property and someone wants to do that property, you can extract money not by doing the activity that is generating money, but because you own the property on which is happening, right? And that's what it in the case of real estate because you need like you need the real estate's. I it's a little less legitimate. I think particularly in terms of digital content and. You know, there's a discussion about apps buying apps and Neo to what extent is apple provide the API's in the platform, and all those sorts of things that they're justified in taking that I think that argument gets drastically shakier would it comes to digital content. If you want to buy to take the classic example. And this was the this was the last the last app where you could buy digital goods in the app store was the kindle app in two thousand eleven and apple said, if.
"shakier" Discussed on The Talk Show
"Not saying Apple's going to go down that route. I really I I hope not. But the motivation is suddenly there when it wasn't before. Right. It was sort of like it easy for Tim cook to rail against privacy. When apple didn't have any any reason financially to to to do not hold people's privacy. Yeah. It's it's it's hard to say because. I think there's an aspect of it depends. How you monetize the service, right? If you're at driven by definition, you're going to have you know, you like, you you you need to collect data like your business depends on it. And you know, I I've long ago noted that apple talking about privacy. I able to the strategy credit which is the opposite of a strategy tax strategy taxes where you sort of hurt one business to prop up another business. It apple music being a classic example. Right. Apple music, not being on the echo previously was a strategy tax. That was paid you know to support the home pot and an inherent any businesses. I if you're particularly if you have a hardware business and a service business there's inherent tension there, and they're going to be sort of working at cross across concerns, a strategy credit on the other hand is where because of your business model you get something for free like as long as apple was making all their money by selling devices. They could criticize Google for for private. And it's not that they're criticism was wrong. And it's not that they weren't right? That they their their devices were better for privacy than Google's. But it didn't hurt them either. Right. There was no. There was no injury to their business. There's no off being made any that's not. That's not to say, it doesn't matter. It's not important, but it's worth noting. When you're looking at it strategically I think it gets a little trickier when you get into. So at Apple's not going to be an advocate, so they have as in the map store, but by and large, you know, they're not necessarily being an ad business in part because they won't cross these lines which which is fine. It was just great. I I think there's definitely a place in the market for that. The challenge is when he gets the things like like iterative services, like, you know, to what extent does having a large corpus of data matter in developing some of these different machine learning base things, for example in you. There's disputes about it. Do you need a what is joining some, you know, but you know, in you can come down a different side. But now it's getting a little bit closer to being taxed as opposed to being a credit where you might actually be hurting your business in order to maintain the sort of stance on things, and and that's a more. Again. It's not saying one way is right or wrong. But it's a more challenging sort of managerial decision than it was a few years ago. Yeah. I think so, you know, one question I've had I still think it's unclear is how the hell is apple? I mean apple is undeniably working on on streaming original content as they say TV shows and movies..
"shakier" Discussed on The Talk Show
"I the in frankly to my mind suggests that home sales are way worse than they expected. And you know, that was a real differentiator for Spotify. Is that if you have a Spotify subscription, it will work on the smart speaker that you already have and apple music did it and you shredded is about making trade offs. And they were at first trading off apple music to favor home pod. And now it's the exact opposite. But you brought up a thing in a recent piece. That's in the show. It was and it was mostly about apple antitrust, which is a whole segment of the show. I wanna get to. So don't don't go into the antitrust stuff yet. But the third last third of it was basically sort of raising a flag about apple services that that that in some ways one of the reasons that apple has been so such a consistently great company is that their interest of always been aligned with their customers. And that apple makes nice products and customers want to buy them, and they do an apple gets the money from them, and they charged very healthy margins and the people get a product they're happy with in apple gets the money. And and the circle continues services is that the the impetus of services driven company is very different and leads to things like, you know, ad tracking and privacy invasive stuff, and I'm.
"shakier" Discussed on The Talk Show
"So the other the other point to bring up with this is I'm very. Obviously not looking forward to a recession. But it was going to be very interesting to see what happens to Apple's business. The next time. There is a recession in the west or in the United States because the last time there was a recession. The iphone was such a such a NASA and business that it was still selling to people at the various sort of high end of the adoption curve. So that you know, they have really impacted by the the great recession in a way that you know, now when you're at market saturation, the macroeconomic factors impact your business, much more. And so as far as you know, I might still be wrong. I give you back by being right point in that if their sales in the US end up being impacted dramatically to a similar degree that they appear to be being in China than maybe really was just sort of the macroeconomic factors as opposed to Mike Mike conjunction my my thought. Which is it's a combination of them conjecture conjecture. Let's talk about Apple's services narrative. I've been a mayor cope. I I have to give back a being right? Chip. I've written this in the I've listened daily update. And in the in I've already recorded this week for exponent. So I'm kind of repeating myself. But when apple first came out, the services narrative, the timings very interesting because it was the first quarter of the six s which was really again, that's the quarter were China plummeted, and they tried to say, oh, everything's great. Everything's good. And then actually ended up having to take like two billion dollar image inventory, right? Or that? You're everything was not good. Everything was not great. But I don't think it's necessarily an accident that that's when the services narrative came out, they did a supplementary document saying, oh, this is actually how much money we make. And that document was kind of funny because they took credit for all apps. Sales include the developer share that was the point of it and say, well, yes, we only report this much, but the actual number to think about is this much which was the developer share and any all, but that was when the narrative started and at the time, I wrote that this is ridiculous. Apple's not services company and that was right. Like there there there. Services business was. Was a result of their hardware business. Like, they were still a hardware company that.
"shakier" Discussed on The Talk Show
"That's exactly right. And so the the if you think so use overall sort of concept, you think about the iphone specifically, and what makes the iphone soul insanely valuable is that I it's a physical object in a physically you think about how the challenge with sort of digital goods. How do you monetize digital goods because digital good is by definition sort of? There's no scarcity it can be duplicated endlessly, and which means that the sort of inherent value of a digital item zero. And you see this and things like the music industry, for example. Right. The the Walker. They tried to hold onto selling songs. The more. They were doomed now music companies. They don't sell songs anymore. They sell convenience, right? The point of apple music and Spotify as you can conveniently get access to any song that you want to and the music is kind of a byproduct of when the actual selling proposition is convenience. And that's that's a business model that makes sense with digital goods the thing with the phone, though, is it's a physical good, which means there is scarcity which means you can like there is inherent economic value to physical good in a way that there isn't with a digital good. But it is a fizzle good. That is differentiated by software by that that sort of ineffable component that is Emily do bookable endlessly sort of interet -able, you can constantly be improving it making it better you can build any sort of differentiation. And so the iphone has all the benefits of being a hardware product as far as modernization goes and has all the benefits of software as far as differentiation goes. It's really the absolute. Perfect marriage of these two models such that you can drive high differentiation through software, and you can reap and capture that differentiation by charging money for physical device and visit advice that by the way, where's outbreaks, you know, needs replacements so on and so forth. It is the absolute perfect possible sort of business that you could ever be in because it has all benefits of digital in all benefiting harbored good. And I don't think we'll ever be in that state again, like the the future of physical goods differentiated by software is they are going to rent them. Right. You think about some driving cars? It makes just makes intuitive sense in the long run that Ober and self driving cars are unnatural marriage, right or a Uber type service where you call it up on your phone, and it drives on picks you up, and you go the the the the reasons why we would buy a car are were because we didn't have the sort of technology to make an always available car that made sense. And and you think going for. This is going to make sense for so many things that because we have a device with us all the time that we could access the internet and access anything we want to like this rental model of experi, high cost physical goods is going to be more and more predominant, which means like what's like, really like what's next. I mean. Yes, I guess maybe a are glasses or something. But if you think about it like, there's always the phone is it's so it's perfect in so many ways it's big enough that you formation do things on it. It's small enough. You can carry it with you. It is it is really the perfect product in a way that it's very hard to imagine. You can imagine a lots of other good businesses, but the perfection of the business model combined with the form factor and the perfection of the product itself, it seems if you think about it, it's obvious..
"shakier" Discussed on The Talk Show
"They're just another phone handset maker and that they're competing on an equal basis. And that the you know and advice to the company over the years has been so. Fundamentally wrong based on that misunderstanding. And you know, I didn't get leads to people who do understand apple rolling their eyes including apple management. You know? But I think the irony here is that, you know, I think the truth is around the world apple strength is the it's it's this fundamental integration between hardware and software and the overall experience that it can provide and that you can't separate it. You can't just review a MAC book next to think pad without reviewing MAC, OS versus windows or whatever else you can run on pet. I think fundamentally in China apple is a lot more like the apple that that's been wrongly assumed by the pundits over the years. They really are just another handset maker or or a lot closer to being just another handset maker just another company that sells laptops in that they're buying it. People are buying it for the superficial reasons that these pundits have said that everybody who buys apple products has been buying apple products for over the years. Yeah. I think I think that's right in broad strokes. I mean, it's not it's not totally the case that they're complete monetize. There's still you know, if you are used to using an iphone you're used to using an iphone, and you it's worth keeping in mind that Apple's install base in China. You'll still grew which you know, suggests that it's more people have the iphone ten aren't necessarily upgrading, for example. Whereas I think they might have if it was a a new form factor. So it's not like they're completely come out of come out of commodities, but they are to a much greater extent. I think than any. Where else I if that makes sense? Right. None of these are extremes. I mean to some summit apple is commoditised in the United States. And to some extent there are not in China. But it certainly is a bigger factor. Went market. I think they're probably the least commodities in the United States in part because I message is the biggest in the United States, and that's a huge differentiator. You know, Europe, for example. And this is where it's important to to discuss the fact that we chat is more than chat, and that the IMP importance of Chinese services being different are much broader than than than I think people appreciate like in Europe. For example. I message is much less of a lock in. But the general sort of the way you use an Android phone the way you use an iphone are different in sort of predictable ways. You like there's there's less. It's not like your advantage by using an Android phone in Europe, relative to an iphone like you are in China. Given the fact that it's so heavily customized for the local market. Like that dynamic really only exists in China. Let me take a break here. And thank for sponsor. It's our good friends at Eero Eero makes wifi an and make it work in a way, I can really really help in a bigger home or an apartment where one base station can't reach everything they create what's called a mesh network and you plug in multiple devices, but it all they talk to each other to form one wifi network. So there's not like you have to pick like oh upstairs downstairs from the wifi menu. It just creates one network. They have a great app fry OS that lets you manage the whole thing. It's not like some kind of weird Janke thing where you go to a web browser and type in one nine two one six eight or whatever. And then you're gonna weird interface to set up your outer now, it's all in the app. The app is terrific. And they have a new Euro Plus service that is designed to provide single reliable.
"shakier" Discussed on The Talk Show
"And I think what's interesting is. So basically since the iphone six their estimates have been significantly less accurate. And and I think that's actually not surprising. There's another thing that's going on here. Which is for the first ten years of the iphone eight nine years of the iphone? Apple was still rolling out availability. Right. They were adding country. They're adding carriers and would apple would add a carrier, particularly once they were very powerful. After those sort of the first four or five years, they would. Abc carriers, and they would the cares had to agree to guaranteed sales. So I they had to say we will absolutely sell this many. I phones in you know, in the next year or something along those lines. And if you don't make it we're gonna pay for him anyway. And I think what by the been going on. Here was Apple's estimates were so accurate because a lot of their growth was driven by the expansion of these deals which had numbers written into them. So they kind of knew exactly how much was going on. And whereas what was the other thing with the iphone six they made it so huge was that was the first iphone to watch with China Mobile onboard has China Mobile came on during the five the five th cycle, and and that was the personal China Mobile, and since then they haven't really that was the last kind of the the great white whale for apple as far as carrier availability since then they've added them here and there, but that aspect of iphone growth is kind of over. And now the prediction is actually real predictions like how people are going to buy them as opposed to how many cares we're going to. To buy them contractually. And I think it's not a surprise that ever since then their predictions their forecasts have been significant less accurate than they were before. Then. I linked to it this week. Matt Richmond had a blog post years ago. It was while it was still going on. But the way he I think this was obviously if you looked at the charts, you know, you can look at see the slope of ICL's iphone sales growth in the early years, and you could see what unbelievable slope it was. But when you were at the way, he did it's truly extraordinary that that the iphone three g sold more than the original iphone that three GS sold more than the three g in the regional iphone combined the iphone four sold more than the previous three our guests. We're going by calendar years like, but that I phoned four year they sold more I phone than the previous three years combined and the iphone four s they sold more than the previous four years combined. Like every year wasn't is bigger than the previous year. It was bigger than all previous years combined that type of thing that type of growth it. I it's hard to imagine how that could happen in any other market than phones. Because the way that that can happen is the way that you roll out too. Additional markets around the world new carriers. It's truly remarkable, you know, and even within the US, it's not even just countries like other countries. I think of always made it a little bit easier. There was less lock in two carriers. But you know, like it opening going from AT and T exclusive to adding Verizon in twenty eleven was like, adding another United States. That's that's you can't you can't keep that up. I mean, and I know that there are two versions of the quote law of large numbers, and the people who only know about the I forget what the first one is the one is more mathematically rigorous, but the..
"shakier" Discussed on The Talk Show
"The degree in which it is interwoven in all aspects of life are hard to overstate and what that means is one he switched to Android. Obviously it also as we chat not just that things like we chat and other Chinese services are arguably better because they're not locked down the way that apple locks down. I o s where you know. Yes. There is the the afford Ince's to share between apps along those lines. But they're very, you know, you can't get the deep well of integration that you can if you're sort of architect in the US from scraps for the Wilco bark it in the way that those local phones are, and so the reason you buy an iphone in China is not necessarily because your day to day experience of using the devices better it in some respects is arguably worse you. But you buy it because China is a very sort of you you want to show off your wash off that you have the new iphone? It's very the way that wealth is sort of flaunted in China. It's pretty crazy. If you haven't been there, I if very jarring, especially I grew up in the midwest, and the idea of, you know, showing off your your fancy handbag, or or being very visible about your your wealth is so foreign to me like I mean, so strange to me, and it just so it's very very different. And so you have an iphone iphone has always been the top of the line. Like, it's very clearly the best thing the best bottle. The fact that it's expensive is a good thing. Not a bad thing. You know, this is something that people miss on the five seaward out the five CS like oh CHAI one month salary in China people who are earning that much inside are not buying iphones. Right. There's there you can't look at a billion person market. And and look at average is you have to look at the different segments in the Mark. And there's a very large segment that absolutely has the income due to by phone, and would and the the flip side of that though is that if an iphone isn't new then what sort of the allure if I go out, and I by ten s yes, there may there are some degree of of of iphone fans and people that generally prefer IOS that want the newest model, but I think that that segment is much smaller than people that that are care very about the visibility of the phone that they're carrying. And so if you're someone that buys every year, well, better off to buy like, I said, the new hallway mate or the ten like because that's clearly the new phone. It's the new hot hotness. And you could show that you have it. And if you're not if you wanna stick with IRS, well, just stick with the iphone ten like, you don't win knows. It's not the iphone ten s it's you might as well have the news phone and this again, I'm not saying this is a V factor. But what it results in is a market where Apple's MO. Wrote in my estimation is far shallower than it is almost anywhere else in the world. And what that means is win other things come along. So I think it would be week regardless because I predicted that the s models are going to always be weakened China. But you add on economic troubles. You add on a slowing economy. You add on the nationalistic sentiment because of the trade war, you add on your the wall way CFO being arrested and people maybe wanted to react against that. And apple doesn't really have anything propping it up the way it might in a different market..
"shakier" Discussed on The Talk Show
"So the always subscribers and know this, but I've been banging the drum that apple is way from the MO the trade war began that apple this is bad for apple. This is bad for apple. This is bad for apple. And it's because they're exposed on. Both sides are exposed on the production side, and they're exposed on the consumption side, and the and given how large the market is relatively speaking for apple this is the thing with Samsung, right? Samsung is kind of not in the Chinese market anymore. They're they're number seven or eight or something like that like their their share is so small now like if you wanna talk to obliterated by Chinese brands. I mean Samsung was obliterated by Chinese brands. The the fact that Apple's still has twelve percent share is a testament to the fact that they are still differentiated. I don't have the link handy, but I just remember reading a couple of days ago reading about Samsung's. Projected warning for this quarter the upcoming quarter there about the report it actually have those numbers in my head that at one point Samsung had eighteen percent market share in China. And and last time it was measured. It was zero point nine percent like under one at that is that's staggering in especially when you consider. Right. Their profit warning was mostly about their component sales right which batters as far as the smartphone market being down. But it was it was it was a related warning to apple. But it was like a different type of warning in that it's not that their smartphone. Sales are getting slaughtered. It's that they're if less smartphones are being sold in general. They're gonna make a lot less money. Yeah. I think that hit a point that you mentioned a minute or two ago. I. I think that Apple's exposure in China is is obviously the single biggest threat facing the company. I think it's I think I don't think there's any any doubt about it. You know, I don't think you know, they could lose any, you know, Johnny ever Tim cook. Or, you know, Phil Schiller could leave, you know, it's it's not going to, you know, nothing is as big a risk as China like some kind of calamity calamitous esscalation of this trade war because like you said apples exposed on both sides there, they mostly I mean most importantly on the production side like apple can't make its phone. It can't make the phones for sure anywhere else in the world like in so something that would make it more difficult to make to to produce their products in China could be devastating to apple in the short run. I completely agree. And honestly if you wanna get into criticism of apples, executives and. There does to criticism for a mischievous magnitude, even if the market changed dramatically, and I think they can get away Rollo bit. I think they've they've generally underestimated their risk in China for reasons we can get into, but just in general, I think apple they're a little too cheery on these earnings calls. I think it's been a little bit of a problem for awhile, frankly, like they defect that China is a huge risk factor. I think there should be a front about that. Like it..
"shakier" Discussed on The Talk Show
"And if you back up, actually, I started trajectory in twenty thirteen which was very fortuitous for me because that was the iphone five cycle. And that was when there was a ton of panic apples for the first time apple wasn't growing like plus fifty percent. The only fifteen percent and the stock was way down if you'd like Samsung's ascendant at it was a great opportunity for me to say, no, this is ridiculous. Actually Samsung is the one that is more sort of in a tough spot. And but you notice all those same people that wrote all those articles to twenty thirteen were back this year writing all the same articles in twenty nineteen and accepted. Samsung and. Well, the articles I saw where instead of Samsung's gonna eat their lunch. It was the cheap. Chinese phones are going to eat the apples lunch, you know. And not just in where is different. What I just I it's again, it's it's it's got a frustrating because but I can understand why you know, we I think we've talked about that. I think Apple's management does not listen enough to sort of criticism in part because so much of the criticism apple is just kind of unhinged. And you're even in this case the problem for apple in China is less cheap Chinese phones. It's things like the wall way mate, which by the way cost eight hundred dollars or or the large one cost like a thousand dollars. The issue is not people buying cheap phones instead of buying iphones. It's people buying other very expensive phones. Yeah. And well, one of the things I didn't really think about with the trade war. But at very obvious in hindsight with the US is the basically, I don't know how to describe it the patriotism issue where it, you know. You know, the Trump administration is poking a stick at China and people in China are naturally it. It's driving a bit more of a, hey, let's by Chinese phones, you know, let's. And apple is obviously unique in that very almost unique in that regard. Because what other American company sells large amounts of consumer products in China, maybe luxury brands, but a lot of the luxury brands are not US companies right or people buying Fords over there. I doubt it. Yeah. I don't. It is a super hard question to answer. Right. How much that mattered? But I also think it's I agree with you. It's silly to not think that it didn't matter, and I've been sort of in the daily update not nine weekly articles..
"shakier" Discussed on The Talk Show
"I'm pretty excited about the higher. I really wanted them to do go with the sort of young guy. But everyone's to do with the young thing after how successful McVeigh's been, and I think of the sort of options there. I think I I really like pick personally. So I'm pretty I'm pretty excited about it. All right. That's enough. Football talk. We don't. Yeah. Especially he's football's definitely moved into a solid number three for me. I am always in on basketball, as you know, in the bucks are amazing absolutely have a title shot this year. And then last year's is run was awesome, which I think we ever talked about. But great great run. They added. They added the names now scaping me, the the br- the dodgers catcher. Oh doll, which is a great signing soul. Yeah. Thing things are Milwaukee. Sports are looking pretty solid, Milwaukee Bucks. Good example of power of coaching. Really? I mean, it's oh man it talent wise is funded not not a different team. But with a completely different strategy and the term unbelievably different results. It's been such a tremendously the white full season in part, you know, the first four hours because the team's good and it's fun to cheer for good team. And particularly last year it was so miserable. Because you you wanted to cheer for the team to win. But every win felt like that would make the coach stay longer with that. You clearly deeded a change at the very miserable place to be as a sports fan. But the other this year, then is there super successful? And also just tremendous heaps of I told you so which is which is a of definitely a probably evil pleasure an enjoyable, and and I know that the sports stuff often, you know, there's a lot of you out. There are rolling your eyes because you're not in the sports. But, but I do think for the talk shows audience of you know, let's face it nerds. I do think that there's a fascinating trend in urine in my lifetime. In in pro sports, which is the rise of analytics. And sort of the downfall of old school go with your gut sportsman in a man, you know, picking players, you know, they used to be like, you know, people would actually pick baseball players based on how they look Dino swing looks good. That's sign him. That's how they've signed kids out of high school and. And you know, everything is so driven by data. And analytics in sports now if you want to be successful because it works, you know, and the bucks are just proof of that. You know, there was you introduced me to NBA Twitter. An NBA Twitter is truly Twitter at its best. All the problems that Twitter has you know, if you're a sports fanatic getting involved in the Twitter circle of your favorite sport. Or or.
South Korea, U.S. to work closely on summit after Pyongyang's about-face
"This is all things considered from npr news i'm don gonyea prospects for a planned us north korea summit are shakier now since north korea threatened last week to cancel if the us keeps insisting on north korea's swift and complete denuclearisation late last night president trump got on the phone with his south korean counterpart moon jae in they're trying to keep mr trump's june summit with north korean leader kim jong un ontrack president moon will visit the white house tuesday for further consultations i spoke about south korea's diplomatic role in the wall with the wall street journal soul bureau chief jonathan chang i asked what advice he expects south korea's president to give trump i think what moon gene is gonna say donald trump on tuesday is basically stayed the course we've dealt with north korea for many years it's never an easy the road there are going to be twists and turns and this is just one of them but ultimately they want summit as much as you want to summit as much as we south korea one of summit and this is the best path forward in terms of trying to build a peaceful sort of relationship to and also to make steps towards getting rid of north korea's nuclear arsenal and it's not just what's going on between the us and north korea last week north korea abruptly suspended the interkorean dialogue a series of talks intended to improve ties between the two koreas judge just a few weeks ago the leaders of the northandsouth mad if the border holding hands what happened there why the.
Twitter tells users to consider changing passwords after bug
"Also connected with each other and areas of the cities that they may not have seen in car people spend more than a million dollars jasmine rast owner of roy station coffee and teas and japan town which benefited from the closure of fifth street said events like viva la raise awareness lead you have these little micro neighborhoods throughout san jose it's not just all one big glob of suburbia and it's nice to have something like an outdoor event where people are biking riding their scooters and just like spending time as a family the streets it'll be closed for this year's event will be announced by the city next week the silicon valley bureau why colgan kcbs twitter's urging all of it's more than thirty million users to change their passwords due to an internal glimpse on blog post on their website the social media company says a password storage glitch expose them in clear taxed on its internal systems a company says they discovered the themselves and are implementing plans to prevent this bug from happening again twitter says there's no evidence the passwords were stolen or misuse from the kcbs super micro intel money desk it's moneywatch sponsored by shane company it was a volatile thirsty session on wall street the dow jones industrials had an interest session decline of more than three hundred points but they closed five points higher virtually unchanged the nasdaq and the sp five hundred both fell about two tenths percent hugh johnson of hugh johnson adviser says the indicators he follows still point to the upside for twenty eighteen upside i'm saying somewhere near say eight percent to nine percent which is plenty between now and the end of this year johnson says things look a bit shakier for next year shares of cardinal health took a hit after the company's chief executive said the twenty nine nine fiscal year will be more challenging than previously thought cardinal shares fell twenty.