01:17:43 · John Coogan, Jordi Hays, Mark Gurman, Zach Rash
[01:17:43] S1: Probably not. [01:17:43] S0: Probably not. Yeah. And I'm not even gonna say it because it's like a small company that makes this like operating system. But but in looking into what the actual cost of the entire system and all the hardware in the home Mhmm. Which again is a tough thing to sell because you have to sell it in when the home is being built and it's like not easy. But like it would cost me like 6 figures to remove all of it from the house. Yeah. Still worth it. [01:18:07] S7: It's still worth it. [01:18:08] S0: And and and I'm stuck with this software that's, like, horrible. It's not reliable. And I actually have to use it every single day. [01:18:16] S7: Just get a new house. [01:18:17] S0: Yeah. Basically. Or no. I'm almost I'm almost to the point of, like, just, like, I guess I got a vibe code, my own smart home operating system. [01:18:25] S7: That's funny. It's funny. [01:18:27] S1: I saw the home view and I was like, I get that the product is not super exciting. Like, it's kinda just an iPad on the wall. I don't really want the one that moves around, but I I could see... Sell me this [01:18:38] S0: home view. [01:18:38] S1: Sell me could see [01:18:39] S0: those not my job. But but [01:18:40] S8: I would go. [01:18:42] S7: I like the idea. Well, I like it for FaceTime. [01:18:44] S1: Okay. [01:18:45] S7: I like it for FaceTime. [01:18:46] S1: Did you get the mobile one? [01:18:47] S7: That one doesn't exist yet. [01:18:49] S1: Oh, it doesn't exist?
01:18:49 · John Coogan, Mark Gurman, Jordi Hays, Ben Liu
[01:18:49] S1: Oh, it doesn't exist? [01:18:49] S7: Yeah. That'll be next year or the year after. Yeah. That'll be the higher So... That'll be the higher end one. That's like the AI if I Okay. Stupid price version. [01:18:57] S1: Oh, I didn't... [01:18:57] S7: That one's sort of like the the sort of the the holy grail version. [01:19:00] S0: But Okay. [01:19:02] S7: Apple's had a big year. [01:19:03] S1: Yeah. [01:19:04] S7: The MacBook Neo, [01:19:05] S0: the [01:19:05] S7: iPhone Duo, the Touch MacBook Pro, Obviously, the the the new Apple Watches and AirPods and iPhone eighteens were quite minor, but there were some good stuff. Next year, there'll be some pretty intriguing things too. The smart glasses are the big things for next year. [01:19:19] S1: How competitive are those gonna be with the Meta VR glasses, which [01:19:23] S7: it show you [01:19:24] S1: how get them into gear? [01:19:25] S7: Well, there's no new there's no new Apple XR products. [01:19:30] S0: So you could say, like, it's speakers you can wear. [01:19:33] S7: It's AirPods in a glasses form. It's AirPods for your face. [01:19:36] S0: Speakers you can wear. Finally. [01:19:37] S7: It's AirPods for your face [01:19:38] S0: --... [01:19:38] S7: Your with AI. AI communication. AI cameras. You can talk into... [01:19:43] S1: Oh, it has cameras too. Okay. [01:19:44] S7: Oh, yeah. [01:19:45] S6: Okay. Oh, [01:19:45] S7: yeah. It's a competitive product to the Meta Glasses. Yeah. The big question is, do you want an Apple designed glasses or do you want Ray Bans? [01:19:51] S1: Ray Bans.
01:19:51 · John Coogan, Mark Gurman, Jordi Hays
[01:19:51] S1: Ray Bans. [01:19:51] S7: Right? Who would you trust with design for glasses? The company that's doing it for the first time or the company that's done it for... I don't know. How many years has Ray Ban been around? [01:19:59] S1: Long time. [01:20:00] S7: Well Long time. Decades. [01:20:01] S1: Yeah. Decades. [01:20:02] S0: I'm riding with Luxottica. [01:20:03] S1: Luxottica. [01:20:04] S7: That was super smart on many... Meta's part to partner with Luxottica because nobody would buy Meta branded glasses. [01:20:10] S1: No way. [01:20:11] S7: Right? [01:20:11] S1: I mean, we ran that experiment with Snap. [01:20:14] S7: Well, sure. But I don't think the Snap issues were because of the Snap brand. I I quite frankly think the Snap brand is a is a trusted brand, whereas the Meta brand in some cases is not trusted. [01:20:25] S1: Oh, sure. Sure. Sure. I was just thinking of, like, those original camera glasses from Snap. [01:20:29] S7: Oh, everyone wanted those. Yeah. [01:20:31] S1: But they didn't actually sell... [01:20:32] S7: You didn't wait in line for those as a kid in college? [01:20:34] S1: They didn't sell that well because I think that they looked good, like they were designed well, but they just weren't an iconic silhouette, like... [01:20:41] S0: What do... What do... What does Apple think about, like, wired hair... AirPods or wired headphones becoming, like, the new thing? [01:20:48] S7: I don't think they're gonna go backwards on that. I really don't. I mean, [01:20:52] S0: I they're gonna go backwards but they still sell the product.
01:20:52 · Jordi Hays, Mark Gurman, John Coogan, Amiram Shachar
[01:20:52] S0: I they're gonna go backwards but they still sell the product. [01:20:56] S7: What are they, 19? [01:20:58] S0: Yeah. It's it's amazing deal when you're looking for me. I have been riding with wired for years now and I still buy them from Apple, but I like that for the price of one pair of AirPods, I can buy like, you know, five or six. [01:21:11] S7: Well, you know what's funny is they probably haven't manufactured them for years. Right? They probably had, like, a bunch sitting in a warehouse. And then, like, all of sudden we have to, you know, figure out, where are we building those? How do we do that? And they have to, like, start the lineup again because you're right. Bose has them now. It's become part of the zeitgeist right now that people want, you know, these nostalgic Yeah. Products. And I think it would be a bad look for Apple to just, like [01:21:33] S1: Stop selling them. [01:21:34] S7: Go nostalgic in that way. Yeah. But I think there's, like, these little, like, tricks, bells and whistles. [01:21:39] S0: I think what they should do is make just, like, a much more expensive version of the Mhmm. The wire. Like, just make... Because what I want is like... [01:21:47] S1: Great sound quality. Like, it will [01:21:48] S0: never happen. Yeah. Yeah. Yeah. It will never never happen. [01:21:51] S7: But what [01:21:51] S9: I'm saying is they [01:21:52] S7: can bring back these little bells and whistles that that, you know, give us some nostalgia. Like, for example, I forgot there's a fourth new feature on this new MacBook Pro. [01:21:59] S1: What's
01:21:59 · John Coogan, Mark Gurman, Jasper Zhang
[01:21:59] S1: What's [01:21:59] S7: that? When you were back in in high school and college, what happened on the back of your MacBook Pro? [01:22:05] S1: Light up. Yep. Yeah. [01:22:07] S7: So these these new boys have the the light up Apple logo. [01:22:10] S1: Why is that happening? Is that because the cost of the laptop and the memory has gone up so much that the relative price of the light up on the back is cheaper now on a relative basis? [01:22:21] S7: My... When I saw that [01:22:22] S1: Yeah. [01:22:23] S7: My immediate speculation was the... Using the tandem OLED panel, so the the thinner panel. Yeah. And the the the brightness benefits. [01:22:32] S1: Mhmm. [01:22:33] S7: You're able to use the display, the back of the panel as a way to light it up. But we'll see when these things get torn apart what happened here. Sure. I I... It's also possible they just did it like I was saying, is like a nostalgic element. [01:22:44] S1: Have people been asking for this for a long time? [01:22:46] S7: The glowing Apple logo? No. [01:22:49] S1: What everyone... People were cheering at the event. They were like super excited. [01:22:51] S7: Ridiculous. What everyone was asking for was to bring back MagSafe, which they did. Yep. Was to bring back ports, which they did. [01:22:57] S4: Yep. [01:22:58] S7: And was to return to function over form or at least matching function to form. Sure. If you remember the '26 Mac... 2016 MacBook Pro, they got rid of a lot of the ports. Yep. They got rid of the SD card slot. They got rid of mag settings.
01:22:58 · Mark Gurman, John Coogan, Jordi Hays, Amiram Shachar
[01:22:58] S7: And was to return to function over form or at least matching function to form. Sure. If you remember the '26 Mac... 2016 MacBook Pro, they got rid of a lot of the ports. Yep. They got rid of the SD card slot. They got rid of mag settings. [01:23:12] S1: That one had the touch bar or no? [01:23:14] S7: Yeah. That one had the touch bar. They got rid of the physical function row. Yeah. With this one that you've got, the 2021 MacBook Pro design, they fixed the MacBook Pro. Like, this is the perfect MacBook [01:23:26] S1: Pro. Yeah. Yeah. [01:23:27] S7: They didn't redesign it completely. [01:23:28] S1: But it's boring because it's just at the end of history. It's like the best, and there's nothing you can do. [01:23:34] S7: Maybe. [01:23:35] S0: Yeah. I mean, I I I really want the 16 inch iPhone Duo. [01:23:39] S7: 16 inch iPhone Duo. [01:23:40] S0: That would be huge. 7.6 [01:23:42] S7: inches is not enough for you? [01:23:43] S1: Yeah. I think you could die... You could daily drive this. [01:23:45] S7: Just, you know, keep it. Can you imagine? [01:23:47] S1: You have a big enough pocket, you could take [01:23:48] S7: this Okay. Wagon. [01:23:51] S0: Ternus have the balls to buy instinct? [01:23:57] S7: How much would it cost? [01:24:00] S1: Over $30,000,000,000. [01:24:02] S7: You know what's really interesting? This kinda went under the radar. I broke the news a few weeks ago that they bounced their head of M and A. And Interesting. Put his deputy in charge. [01:24:12] S9: And [01:24:13] S7: I think there's a couple factors here. Your good friend, Eddy Cue.