The Vergecast - Starlink, Epic v. Apple, and laptops laptops laptops

Episode Date: May 14, 2021

The Epic v. Apple trial continues with big drama about naked bananas and weird game definitions. Nilay tries to get Starlink space internet working, and there's new Intel chips. Adi Robertson and Moni...ca Chin join this week. Epic and Apple are now fighting over a naked banana Roku removes YouTube TV from channel store as dispute with Google escalates Apple employees circulate petition demanding investigation into ‘misogynistic’ new hire A Big Map of America’s Broadband problem Secretary Pete Butitgieg on the future of transportation Intel’s flagship Tiger Lake-H mobile chips are here to take on Ryzen 5000 Razer claims its new Blade 15 is the ‘thinnest’ 15-inch RTX gaming laptop Asus’ new Zephyrus M16 has a 16:10 screen and Intel Tiger Lake H processor How a university got itself banned from the Linux kernel University of Minnesota banned from contributing to Linux kernel Watch Elon Musk play Wario, parody SpaceX, and hype dogecoin on Saturday Night Live Tesla stops taking Bitcoin for vehicle purchases, citing environmental harm Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Starting point is 00:00:00 Today on the Vergecast, Adi Robertson joins the show, talk about week two of Epic versus Apple. What is going on in Apple's ads business? Really weird stuff. Then Monica Chin joins the show. We talk about my Starlink review and go over all of the new laptops that came out this week. It's a wild Vergecast coming up now.
Starting point is 00:00:18 Support for the show comes from Retool. Too many companies run critical operations on duct-taped spreadsheets, Slack workflows, and whatever else they could cobble together. Not because they want to, but because building building internal tools means weeks of waiting on someone else's backlog. That's where Retool comes in. Build custom internal tools just by describing what you need. Prompt something like, build me a revenue dashboard on our Salesforce data. And Retool actually builds it on your company's data in your cloud with enterprise security built in. Go to Retool.com slash Verchcast. We all need to
Starting point is 00:00:54 retool how we build software. What's up y'all? I'm Skyler Diggins, seven-time WMBA all. All-Star, Olympic gold medalist, and mom. And I'm Cassidy Hubbard, host and reporter for nearly 20 years, covering the biggest names and stories in sports and mom. And this is Am Mom, a community for athletes, game changers, and moms of all kinds. Dropping May 14th. Tap in with us. Hello, and welcome to the Burgecast, the flagship podcast of infrastructure.
Starting point is 00:01:29 That's right, it's Infrastructure Week. It's The Verge. We have a lot of coverage of all of the different ways we're connected, all the services we need, which means, yes, it's true on this episode of the show. We're going to talk about Starlink. It's going to happen. I'm your friend, Eli, Dieter Brown is here. I'm your bridge to 21st century.
Starting point is 00:01:46 There it is. Addie Robertson's here. Hi. I watch trials. Addie. Addie's been watching the Apple Epic trial. A little later, Monica Chin is going to join us to talk about all the new laptops that came out this week.
Starting point is 00:01:57 She also, she and I had a number of Starlink experiences, I would say. I want to start at the start with COVID. we're in just a weird place with COVID. Still the biggest story in the world. The CDC today, actually right before we came on air, said if you were vaccinated, you'd have to wear a mask in many, many situations now, which is cool. So get faxed if you can. We have a bunch of coverage on sort of this moment in pandemic, including getting hospitals
Starting point is 00:02:23 ready for the next pandemic. Like we've learned a lot. How should hospitals be prepared? And how to count the impact of the pandemic? People got sick. People who died. Lots of people died. there's a math fight, as you would expect.
Starting point is 00:02:35 There's a data integrity fight about that stuff happening. So we have coverage of that on the site. But as I said last week, if you're not vaccinated, please just go get the shot. That's like the fastest way to make this over. And it feels like we are going to enter a summer where it's more normal than not. What we are not going to enter is the end stage
Starting point is 00:02:53 of Apple versus Epic. Not my best segue, but I'm sticking to it. I was wondering how you were going to be. Okay. But at a year, it's, we. two of the trial. You know, the first week involved a lot of executives on the stand, a lot of internal emails.
Starting point is 00:03:09 I would say everybody was a little loosey-goosey with document production. This week it's a bunch of experts, like antitrust experts, and things have tightened up a little bit, but there's still a lot going on. Yeah. You know, so we had one day of more executives, the most fun, weird thing of the week happened, which was that they fought over a banana. And then since then, we've had three. days of expert witnesses who are just getting into incredibly exhaustive detail about how you
Starting point is 00:03:38 define the market that everyone is fighting over. Yeah. So if you are coming to this cold, and I am so sorry if you're coming to the Vergecast in the middle of the world. Also a little jealous. Yeah. So you're coming to this cold. Apple makes the iPhone, as you may remember not know, on the iPhone. We're starting there. If you are coming to the verge casting, you know what Apple and the iPhone are, God bless you. You're out of your comfort zone and I applaud you. But Apple makes the iPhone to do an in-app purchase for most things. So you open an app, you want to buy something. For anything digital, Apple takes a 30% cut. If you're a small developer, they take a smaller cut. But for big developers, it's scale. It's 30%. That rule is unbendable. Epic, which makes Fortnite,
Starting point is 00:04:21 which is to bend this rule. They put Fortnite on the phone and they issue a hot fix. Their word is part of something called Project Liberty, also their word, where they put their own payment system into Fortnite, bypassing Apple's payment system. Apple kicks them off the store, Epic files an antitrust lawsuit, here we are. So that's, I just, contextually, that's where we are. And now what they are fighting over is, if I'm getting this correctly,
Starting point is 00:04:47 what the market that Apple has monopolized in and what market Fortnite is in? Yeah, roughly. Epic's argument is, first of all, that it's not just a game company, it makes the Unreal Engine, it makes the Epic Game Store, which is like a meta-game thing. And it bought House Party a social video app a couple years ago. And it's saying also that the thing that's at issue here is transactions. That like the market Apple has monopolized is not like the digital games market. It is the transaction market.
Starting point is 00:05:20 So that should apply to like the entire app ecosystem. Apple's like, you made a game. We have rules that apply to game. There are lots of other places you can go to get games. Fortnite is on literally every other platform. What are you doing? This is a thing about games. We clearly don't have a monopoly on games.
Starting point is 00:05:35 And then there's like a lot of extremely hilarious, marginal conversation about what is a game? Yes, it just keeps popping up. Well, and it keeps popping up in scenarios that are completely like at cross purposes. So like, are you going to define a game in terms of whether or not it is like interactive code that poses a threat to your computer or your phone? Is it a game in terms of whether it's categorized as a game on the store? Is it a game in terms of like it's a separate product? Like there are just all these different definitions and if you think of them in a sort of aesthetic sense, it just turns into this hilarious weird model.
Starting point is 00:06:13 Well, like Roblox just keeps coming up in this conversation, which is like a Minecrafty game in which you can create other games, right? Like... No, a game has a beginning and end and challenges in place. This is my favorite definition, which is from one of the Apple executives. That was, in fact, talking about why games inside Roblox aren't really games. Is correctly defining a game itself a game? Yes. We need to make a game where you define a game.
Starting point is 00:06:43 Yeah. Does it have a beginning and end in challenges? Because otherwise it's not a game. I feel like we can definitely make a game where the object is to define a game. There are now multiple game jammed based on this. So you can enter one of those. The beginning end and challenges. The beginning end in challenges and the unspeakable games from last week where Apple criticized Epic for hosting another game store that had like adult content in it.
Starting point is 00:07:11 Actually, this is, we should talk about this for a second. So we had you on the show last week on Friday. And on that Friday, this trial went into just like pure hilarity. because of this HIO situation. Just walk us through that real quick. Okay, so there are like three layers of meta store here, but part of the trial involves Epic wants to put its own Epic Game Store onto iOS as a competitor to the App Store. The Epic Game Store, as its name suggests, is mostly a store for games,
Starting point is 00:07:43 but it's been slowly adding things that aren't strictly game-related, like Spotify and the Brave browser on it. And just before the trial started, it added, I don't actually remember. what the real way is to pronounce it. Itchio is the thing. It's a game store and its deal is basically being this sort of small, very easy to access like indie store. Hosts a lot of really small games. It's where I put my games. It also hosts adult content. And so through like this sort of transitive property, Apple decided that this means that Epic Game Store is hosting porn, the titles of which it cannot speak in federal court,
Starting point is 00:08:23 but they are both offensive and sexualized. And so then this got into, like, there was this whole fight over, okay, well, Apple's saying that we need to keep the iPhone locked down and safe. So if Epic gets to put its game store on iOS, is that going to mean that there's just this pornographic free-for-all? The judge seemed to take it, like, seriously enough
Starting point is 00:08:44 to ask some sort of follow-up questions. And then Apple also got back and basically tried to get, Epic to throw itchio in Apple's words from a different scenario under the bus that they brought up the issue again. They're like, look, now that you know that there's this offensive content on itchio, are you going to take it off the store? Like, are you going to keep posting it?
Starting point is 00:09:08 And Epic kind of punted, and they said that they support it and nothing has happened. HIO posted very funny tweets about it. People have started game jams based on it. And it was also sort of the background for the weird banana thing. that happened the next week. Can we please just start to finish, explain the banana thing? I mean, maybe not at the very start.
Starting point is 00:09:29 Wait, before we do that, can I just remind everyone that Safari is on the iPhone and that you are mere clicks away from the wildest porn in human history in Safari? Like, this is such a weird argument for Apple to make. You know what is actually a weird argument is a thing that came up later in, I wrote about, I think yesterday or today or sometime in this lifetime, about how Apple is also trying to make the argument that it is super open and so it allows you to buy games on Steam and then you can, like, remote play those games.
Starting point is 00:10:05 If you have, like, a gaming PC, you can stream those to your iPhone. Steam has a really explicitly anything goes policy a couple of years ago. They were like, if it's not straight up trolling or illegal, we'll leave it up there. So you can also absolutely buy just unspeakable things on Steam and then you can stream them to your iPhone. And Apple made a big deal about how being able to use that process is really great and a sign that there's competition. Yeah. And I mean, I don't know. Like we talk about content moderation too much.
Starting point is 00:10:34 But like it's weird that on Apple's own app store, if you download the Tumblr app, Tumblr was censoring Tumblr. If you download the Reddit app, the Reddit app actively censors the content of the Reddit website per Apple's demands. That's a weird place for the store to be in. Right. Like you shouldn't, we shouldn't totally be comfortable with that. And yes, you can just go look at Reddit on the web and that's fine. But like, it's weird that the Reddit app from Reddit has to meet Apple's content standards to be in the app store. And there's no other way to get that app.
Starting point is 00:11:11 Well, and what's also weird about that is if you install another browser from the App Store, you can use the browser to go to Reddit and see the content that the Reddit app can't do. So it's not like only stuff on the App Store needs to be censored. Yeah. This also came up with Parlor. Like Parlor, the thing whose deal is we do not censor anything at all. Like, they changed their content for iOS. And then there was Discord.
Starting point is 00:11:34 Yeah, it's really strange. Yeah, it's just like a weird. It's not really related to this lawsuit. but, like, Apple's making it, they're, like, proud of it that they reach into apps in this way. That's kind of why it's, like, about, that's part of the lawsuit is that Apple offers this really specific kind of experience, and Epic wants to stop them from offering this kind of experience. And it's, like, an experience that lots of people demonstrably want to buy into, whether or not they like that particular part of it.
Starting point is 00:12:03 Yeah. Okay. This brings us to the naked banana. Yes. So, there is a character in Fortnite. or a skin known as Peely. Peely is a humanoid banana. He's terrifying.
Starting point is 00:12:16 I went and looked up, like, videos of Peely, and he's, like, eaten and, like, drunk as a smoothie, and it's really scary. I don't know. I don't really play Fortnite, but Pele is kind of disturbing. I feel like, you and I have known each other for so long. And we're, like, we're tired of a lawsuit with, like, a fucking banana. Anyhow. So anyway, yeah.
Starting point is 00:12:40 So the first, the week started with Apple decided it wanted to prove Fortnite was a game. And so it just literally brought up Fortnite and you just had like an hour long Fortnite tutorial. And that included the lobby. And that included, okay, I pulled this up so I could read it. We have in front of a new set of images. And what is the screen showing? And then this was being asked to Epic's marketing VP, Matthew Weissinger. This is your matchmaking lobby, the attorney.
Starting point is 00:13:08 And we have a large yellow banana here. don't we? In a tuxedo? Yes, that is Peeley. And as Peeley, did you say? Yeah. And in fact, in the tuxedo, he's known as Agent Peely, correct? That's correct.
Starting point is 00:13:21 We thought it better to go with the suit than the naked banana since we are in federal court this morning. I mean, it's pretty good. Why do they need to talk about the banana? What is the legal purpose of bringing up the banana, much less whether or not the banana is wearing a tuxedo? I think that it was basically just a joke because it's objectively funny that you have a banana in a suit.
Starting point is 00:13:40 But the problem is that then they added the implication, like after everyone had decided that Apple was weird and prudish and, like, freaking out about inappropriate content. And then they brought up the naked bananas in federal court. So that meant that Epic's attorney decided to bring this up later. So two hours later, they're doing cross-examination. Okay, a little bit of a digression, says Epic's attorney. We talked about Peely, our banana. Remember that? I do.
Starting point is 00:14:07 And there may have been an implication that. to show Pelee without a suit would have been appropriate, inappropriate. Do you recall that? Yes. Is there anything inappropriate about Peely without a suit? No, there is not. If we could just put on the screen a picture of Peely, is there anything inappropriate about Peelie without clothes?
Starting point is 00:14:27 It's just a banana, ma'am. It's just, what a ride it's been for 10 years. Oh, my God. It feels like we're right back where we started. All of this is like they're defining these. markets, they are trying to define a game, fundamentally esoteric definitions. Like, you can define it. There's a beginning and in challenges.
Starting point is 00:14:53 There are multiple other competing definitions. But at the end of the day, the big question here is, are the apps that you get from the app store, does Apple control the experiences inside of the apps, or do the software developers, right? and one of the big ones is if you want to buy something in an app should Apple get a cut of having pushed that button?
Starting point is 00:15:18 Should a developer even be able to tell you that there's another way to pay? They kept on calling them anti-steering provisions which seems like it seems so technical. It doesn't, it's so precisely describes the thing that it describes nothing at all. I actually wanted you to explain this
Starting point is 00:15:39 because there's a whole big part of the trial that hinges on the legality of anti-steering. They've been drawing comparisons to an American Express case that found that you could actually have these provisions, which are basically where if you can get a better deal elsewhere, like if you could, I don't know, pay less with, this was not the case, but pay less with like a visa card or something that American Express could say, like, okay, merchants, you can't tell people that you have this other cheaper deal. Yeah. Yeah. So the case that you're talking about, Addy, is Ohio versus American Express. I am utterly fascinated by the inside baseball here because Amex's law firm in that case, Krivath, is Epic's law firm in this case.
Starting point is 00:16:24 And so in the Amex case, Ohio, the Department of Justice, sues Amex and says, in your contracts, you charge a higher transaction fee for people using their Amex card. In your contracts with merchants, you prevent them from saying things like, we would prefer that you use visa, which charges a lower fee. Everyone thinks, everyone thinks Amex is going to lose this case. Big antitrust law suit goes up to the Supreme Court. You can't tell a merchant, like, do the cheaper. Like, right? Supreme Court comes back. Stunner of a decision.
Starting point is 00:17:03 This is fine. It's a two-sided market. And the market for merchant contracts and the market for consumer payments are different. Amex and tell the merchants, if you want to sign a contract with us, you have to abide by our rules. Stunner of a decision. There's an article about Kravath winning this case, an amazing called Law Dragon. And the article is titled Redemption Road. And the subheadline is Kravath traversed a do-or-die path to a U.S. Supreme Court victory for Amex that will change competition for years to come.
Starting point is 00:17:32 and X's like this was a bet the company case and these these guys won it for us now that same law firm is on the other side with epic saying Apple's prohibition on saying you can have another payment processor is illegal it's crazy I'm just like trying to imagine like the board meeting where they're like we're going to take the epic case and like the one like junior associate in the background being like guys guys we just won the other case it's like it's like Brett far playing for the Vikings against the past Packers. He just can't imagine it.
Starting point is 00:18:04 It's like that. And at the end, he throws an interception and loses and they don't go to the Super Bowl. And I just don't know if anybody at Epic was watching the playoffs that year.
Starting point is 00:18:12 Yeah. It's nuts. I'm going to make a Blake Bortel's joke here if we keep going here. Also, the experts, there are two dueling experts right now. They were on the same side in the Amex case.
Starting point is 00:18:22 Like, there's all kinds of crazy antitrust space inside baseball going on here because this is fundamentally a tight-knit community of like legal experts that no one paid attention to.
Starting point is 00:18:32 It's like you lifted a rock and they all came scurrying out. They don't know what to do. And they're like, am I wearing pants? Like these are just the wildest deep sea creatures of the law. And now they're all just like on different sides. Anyway, I think the point of this is it feels like the judge has way more optionality now in this case because they're starting to say things like, well, maybe Apple can keep it locked down.
Starting point is 00:18:56 But this prohibition on telling people they can pay on the web cheaper because they keep, She keeps coming up. The judge keeps coming back to, we can just buy V bucks on the web. And Epic keeps going to ask you, well, we can't even tell people they can do that. And it feels like there's like the judges, there are narrow lanes now for the judge
Starting point is 00:19:13 to go down that didn't exist before. Or like, they weren't part of Epic's demands. The question is just whether any of that will be acceptable to either one of these sides. Because if the judge says, no, the store is fine. The in-app purchase this thing is fine.
Starting point is 00:19:30 But you can't tell Aptiv's, that the web doesn't exist, right? And they can't even tell their customers. You can go over here for cheaper. Like, that might be an acceptable outcome here. And there's like a lot of Apple, like, John Gruber is like, that is fine. Just Apple should let their own developers say what the rules are. And Apple prohibits that right now. But I can't shake. And I'm wondering at it if this is coming out in the trial or if this is coming through for the judge. I cannot shake the sense that Apple really believes that the apps on the iPhone are like an extension of the operating system, like an extension of the app store. And so even the transactions in those apps are Apple's transactions, as opposed to the way I
Starting point is 00:20:13 think about software, which is like there's an operating system and then you run software on top of it. And the app store distributes the software, but then the apps can do whatever they want. And that's like a pretty big conceptual difference here. And I don't think I ever really realized that Apple, Apple thinks it's all one thing. I mean, I think the most sort of illustrative comparison that I've, or like, thing I've seen Apple's lawyers and experts describe this as is like matchmaking. That basically they don't necessarily see this as you are installing a thing and you bought that thing and now the developer's selling you stuff. It's like, okay, we bring these people together in this ecosystem.
Starting point is 00:20:49 We're like a venue that we host your apps and we bring, we make something that's so cool that people come and use them. And therefore because of this, like, we have created this scenario that allows you to go and, like, work with the, and, like, reach your community. And therefore, we deserve a commission on anything that happens. Yeah. But, like, I don't know, every time we tweet about this, there's someone, some set of people tweet back. Like, if you put your product on the shelf at Target, you're not allowed to put a sticker on your product that says it's cheaper at Walmart. And I completely understand that comparison insofar. is the app store itself.
Starting point is 00:21:28 Right? You've got your app in Apple's app store. You should not be able to market it as, hey, by the way, like, you don't have to use a store. You can go get it on the web. That would be weird for Apple to allow. It's just like not even good merchandising. But once you buy the Kyrig or whatever from Target,
Starting point is 00:21:45 you take it home, there's nothing that says Target has to get a cut of every K-cup you buy or whatever, right? Like, Keog can then market to you. It can do some weird deal. RM scheme utterly, utterly failed to succeed at that. Like, Curie has a relationship with you, a customer, it's got a product in your life.
Starting point is 00:22:05 You can buy K-Cups for anywhere. Here, Apple is saying, no, even when you get the app, and now you have it, we still need to be in the middle of that experience on the phone. In a way that... Sort of like if you run a store and you sign a contract with a credit card company like Amex, Amex gets to say you don't tell people that it's cheaper
Starting point is 00:22:25 if they use Visa? Yeah. I mean, man, the AMX decision is very complicated and everyone hates it. So,
Starting point is 00:22:35 great. Just also said she was not necessarily convinced that the situations were comparable, partly because of the stickers on, like, cash registers that she brought those up,
Starting point is 00:22:46 that if you go to a store, maybe, like, the vendor can't tell you that Discover or, like, Visa are cheaper, but you at least have those stickers. up that are like, well, you can use these three payment methods. And she says that, okay, it's not necessarily clear that there even is that option,
Starting point is 00:23:03 thanks to the anti-steering provisions on an app. So even if you're not mentioning that, like, it's cheaper, you should be able to see that there are other options. Yeah. So it's possible that she will, like, go further along those lines. This explains why when I buy anything, people are like, the cash, you know, the cashiers are, like, looking at the stickers. Like, I can't say it, but Visa.
Starting point is 00:23:25 I mean, obviously, everyone at stores just wants you to use cash, and they will actually, like, let you pay less if you use cash, because credit card companies are all terrible compared to cash for them. Yeah, but it's, like, really interesting to continue with this comparison, the rates charged by credit card companies for transaction fees for merchant fees are competitive, right? And that was part of this decision. Like, this is a competitive market. I think the Supreme Court said something like, there's nothing wrong with being hypercompetitive, and that's what we see here, not, like, antitrust stuff. Like, okay, it's competitive. You've identified the competition. Here, in an app, if you want to sell somebody a digital good, you can't even gesture
Starting point is 00:24:06 at the notion of competition. It's Apple's payment processor and nothing. And also in an environment where the idea is, say, that you have this entire set of stores that are like just Amex stores. That's the other thing that keeps coming up in the trial is whether the iPhone itself and, like, the Android devices are a serious lock-in issue. that like if the cost of switching between these ecosystems is this high, then Apple has a lot of leeway to like raise prices or do anti-competitive things in theory
Starting point is 00:24:32 because people aren't going to go over to Android because there's this like big cost at the beginning. I expected Epic to make a bigger show of this argument because early on they were very clear that, you know, I message and all your apps and data, they'd unearthed all this stuff about it and they put it out into evidence. and I haven't heard them make, like directly make the Apple makes switching costs higher argument. It's been sort of like Apple's monopoly. Obviously, it's hard to leave, but not the Apple actively makes it hard to leave. No, they've made the, like they have one of their expert witnesses who didn't make an Apple explicitly makes it hard, but a, this ecosystem like is very expensive and therefore it is hard. Yeah.
Starting point is 00:25:19 So they've definitely brought it up. But yeah, you're right. I'm kind of, I'm just like, wait, like, Tim Cook is going to be on, on the stand. Like, I'm just like wondering, they're going to be like, so blue bubbles, you know it's a thing, right? Like, is that what they're going to aim at with him? Like, they have these opportunities they haven't really taken it. They have a bunch of Apple executives that they're either going to have, that they've got depositions from or they are going to call up. There's Tim Cook or, and like, Eddie Q, I think, has a deposition.
Starting point is 00:25:46 There's a bunch of people on Apple's side that just haven't come up yet. I cannot wait for rocking it. NETQ to take the stand. So right now we're just sort of an expert testimony hell. We are. We've had one expert and then we had a bunch of other experts who were rebutting that expert. And now we're back to the experts and rewarding those experts and the original expert
Starting point is 00:26:04 is going to come up tomorrow. Amazing. By the way, all the experts are like very highly paid. If you listening to this, you're like, man, any new post-pendemic career, just being a professional expert witness, it seems like a dream, to be honest. Like, just say some s-sesteric stuff about a sexualized banana. have lunch, take a break, say the other experts wrong. Oh man.
Starting point is 00:26:25 No, one of them got absolutely. So there was this fight over whether, it's an ongoing fight over whether you can pay for various in-app purchases through a mobile browser. And so today, this one guy had produced this like entire report of apps that he said could. And Epic's lawyers just came up and made them click through like Candy Crush websites. Oh my God. And like Clash Royale's website to see if they could find out how to pay for these things. and it turns out it's actually very difficult to do.
Starting point is 00:26:52 And then they're just doing like the lawyer version of yelling at him. Yeah, it's good. I got to say somebody who's in a marriage with two lawyers. The lawyer version of yelling at you is very enticing. Anyway, that's a trial. I want to bring up something else that's going on with Apple this week. As we're coming out on Dieter was like, Apple's getting all of its bad and used out of the way at once. The issue of trial really for Apple is it makes a ton of money to take.
Starting point is 00:27:18 taking a cut of in-app purchases in mobile games, like Candy Crush Whales are like a huge source of revenue for Apple. Mobile game developers want to increase the pool of people playing mobile games. Some more people buy stuff in app. They do a lot of marketing. Historically, that marketing is on Facebook platforms. It's like the cheapest way to get your app in front of another people. App install ads for Facebook, big business. Apple turns on app tracking transparency.
Starting point is 00:27:42 Facebook's ad business takes a hit. We don't know how much yet, but like 96% of people opted out of, across app tracking, the same time Apple adds ad units to the app store. Yeah, right? It specifically added an app unit to the search page,
Starting point is 00:28:01 which is kind of amazing. So like at the same time that a bunch of other companies are unable to use data that might help to figure out what apps you use and therefore what apps you might be interested in using and therefore advertise on Facebook, that you can now buy those ads
Starting point is 00:28:14 against searches inside the app store. And then, you know, they just kind of put that out there at the same time, I guess, because I don't know, everyone's distracted by Epic or new iPads or whatever. We had a previous CFO of Vox Media and he used to describe his job as just trying to catch the money. Okay. I mean, he was a very charming man, but he would be like, being the CFO is like, the money's a basketball and I just got to catch it. It was like a real thing he used to say. And like, I feel like the App Store team did exactly that. They're like, man, all that money's got to go somewhere.
Starting point is 00:28:49 Like, we might as well just hold out a bucket. But this was taken in just like, it's such an aggressive move to kneecap Facebook's ad business in this way. And then kind of divert that money to yourself. So that's one. The big question is like, how big is the ad, the business of selling ads for apps inside the app store really? It's unclear. Well, so this is the second thing. Right.
Starting point is 00:29:14 It might be a small business. It might be a crappy business. Then they went out and hired this guy, Antonio Garcia Martinez, who is just like a notorious, like, asshole character who wrote a book called Chaos Monkeys about building Facebook's ad business and being on the growth team. Yeah. And being ruthless and terrible whilst he did it and, you know, saying nobody actually cares about privacy. So why would we, why would we at Facebook?
Starting point is 00:29:45 in addition to many misogynistic things, it turns out. Right. So Apple hires that guy to come work on its ads team. At the same time, they're kneecapping Facebook's business with the ad tracking. Which you might support that you should just ask people they want to be trapped, like whatever. But they've obviously created an opportunity for themselves and they're going to aggressively pursue it. And they hired like, I'm certain there's lots of ex-Facebook ads employees who are very aggressive you could hire. They hired the famous one who wrote a.
Starting point is 00:30:15 a book full of how he's a sexist trick. So he's hired. So now it's like, if you think about Tim Cook when he was asked about Mark Zuckerberg and what you would do if he was running Facebook. And Tim Cook's answer is, I wouldn't be in that position. They hired the guy that put Facebook in that position. Yeah. Like famously part of that process.
Starting point is 00:30:36 Yeah. So like, you know, there's another cycle. screenshots of chaos monkeys circulate on Twitter. the it's bad right he's like all women in the bay area are stupid they're all weak it's like all just like stuff like this and he thinks he's this like great writer and like i would just make a lot of people have made the hunter s thompson comparison i would just make the argument that describing what you're like at work and using the frame of i'm hunter s thompson at my corporate jobs selling advertising that's not you just not excuse man i get it i
Starting point is 00:31:13 understand why people want to make the comparison, but this isn't the guy in ad sales. Anyway, there's Apple employees, thousands of them sign a petition. So we and Casey and Liz broke that news last night. They got the petition hours later. Apple just clips this dude. Yeah. I want to pause on the petition briefly because we have seen most big tech companies have some sort of white color employee, like, I don't know, walkout or organization or agitation. Google has most of it, I think. A lot has happened there, especially with the stuff that came out on Andy Rubin. They had that walkout.
Starting point is 00:31:51 Amazon has had, you know, talking about worker conditions. There's been a bunch of employee agitation at all big tech companies. But Apple's employees, for whatever reason, have not publicly had a, hey, company that employs me, you're terrible. you need to stop doing this thing in such a big way. And so this petition coming out of Apple is, I don't want to say overdue, but it is surprising that it has taken this long for us to hear from Apple's employees saying we are holding our own company to account because that moment has happened for
Starting point is 00:32:23 every other big tech company. Yeah. And I think, again, there are, maybe you think Antonio is the best person to grow your ads business. There are probably some arguments that he is. There are probably some mortgage and C's not. But like just from a turn the knobs and make the money flow perspective, there's probably someone else who's like 85% as good, who doesn't come with this baggage, right?
Starting point is 00:32:48 And the big question for me is, and I think for everybody, is Apple had to have known he wrote this book. The book got a lot of reviews and almost all the reviews were like, who this book is pretty misogynistic. Like it's like hidden information. I had not actually like, I'd heard the one bad quote before all this, but I went through and read the Apple's employees letter. The thing that's like actually creepy to me is not necessarily even the big headline, all women in the Bay Area are weak and I would, after the apocalypse, I would sell them for a shotgun shell thing. Yeah.
Starting point is 00:33:21 It's just that there are a bunch of excerpts that are pretty much overtly saying, yeah, the thing I look at when I see female employees is whether they're hot and whether they dress well, just over and over and over again. And that's just like, that's not just being misogynistic. That's saying like you are really unable to deal with female employees at work as anything other than like people that you find attractive. And that seems like a really bad thing for someone who's going to be in a position of power at a company. Especially in a like a growing new business, right? Like Apple's not good at ads. So whatever character that business takes will be the character of its lead. Like all of that's bad.
Starting point is 00:33:59 All of this is known. right like hey we should like hire this guy has anybody read his book is like Apple doesn't miss that like they're a rigorous company anyway so they get rid of this guy I am firmly of a belief that they just fired him like can you imagine Tim Cook like getting the alert and like I just guarantee he was like what does this make it go away right like he doesn't need to do this they can just hire somebody else the reaction that's like, yeah, another woke business doesn't know how to,
Starting point is 00:34:32 like I saw one today that was like, this is a sign from Apple that they don't value creatives. And it's like, I share that. I won't say, I don't want to like lead to a crassman candy, but I saw like a bunch of these tweets.
Starting point is 00:34:45 I'm like, you think Apple's going to have problem attracting creatives? Because they let one guy go the day after he started. Like Trent Resner used to work at Apple. I think they're going to be fine. Like, there's just a part of this where with this trial, with the services revenue, with this, like, extremely opportunistic ads thing that they're doing,
Starting point is 00:35:07 the bloom is coming off the rows of Apple as the idealistic company. Right. Like, they're obviously a business that is chasing growth, and it's such a big business already that they have to do aggressive things to move the needle. And, like, that's the dangers. That's the, to me, that's the real danger zone for the company, not. are creative still going to like, yes, of course they are. It's Apple.
Starting point is 00:35:30 That is their DNA is like serving and enhancing creatives. But what you see next to it is this hunger to control the entire experience of the phone, not because they necessarily want to make it great, but because that's how they can grow their revenue. And like there's like an ickiness there that I can't quite get around. The frame of Apple is a company that might do dangerous things or bad things because they're chasing growth. Like just out of context, like you could take company is chasing growth and therefore is doing bad things and apply it to like any number of tech scandals over the past five years. Yeah.
Starting point is 00:36:06 But no one's ever put that frame on Apple. And so it's really interesting. We, I mean, we sort of have when we started to worry about this subscription revenue thing, but specifically talk about chasing growth. Well, it's happened in regards to China, but it just, we haven't really had a domestic issue. Yeah. Yeah, that's true. Yeah. The, you know, there was more China supplier news this week that people were being forced to work in inhumane conditions.
Starting point is 00:36:32 Like, and Apple has managed to stay away from that stuff, or at least distance itself from that stuff. This thing, Antonio got fired. Like, that's the employees publicly tweeting. Like, we want this guy gone. Like, that's not our values. So we'll see how that goes. I want to end with you, Addie, by making comparison to another tech giant dispute. because this is really interesting to me.
Starting point is 00:36:53 So Roku and Google are fighting. And like the dynamics of the fight look exactly to me, like the dynamics of the Apple Epic fight. So Roku said, hey, Google, we want YouTube TV to work in a certain way. Google pushed back and said, no, we want to use these codecs. We want this data from you.
Starting point is 00:37:11 We want this preferred search placement. Roku said, screw it. We're kicking YouTube TV off the store, the Roku store. YouTube, then in a, platform fight just added YouTube TV to the regular YouTube app in a hot fix, which is exactly what Epic did with Fortnite. And now Roku's like, what are we going to do? We can't have YouTube on our platform. Like, you can get rid of YouTube TV. Not a lot of people use it.
Starting point is 00:37:39 You cannot block YouTube from the Roku platform. So Roku's response that they gave it to Chris Welch, these are the actions of an unchecked monopolist, which is weird because Roku controls the platform there, but YouTube is a monopoly on YouTube. Do you see any parallels there? Is that being like, is this trial like starting to have like those effects where people are just like influenced by it? I mean, if you're actually talking about literal legal parallels, it seems like it would be pretty hard to map this dispute on to Apple versus, like Epic versus Apple just because
Starting point is 00:38:13 the positions seem kind of weirdly totally reversed. But it does feel like ever since the Epic suit, in part because Epic had their, its whole like project liberty, we're going to like organize the coalition for app fairness. We're going to make this a huge deal. Like it feels like a certain level of floodgates have been opened that like just sort of open beefing with big tech companies is becoming more of a thing. Well, they're trying to show they're competing. Maybe this is all just like performance art of competition.
Starting point is 00:38:40 Like we're not monopolist. Look at this beef we had. And like maybe they're all just age managing it. But I think you're right. Liz always refers to May is meltdown May. and like off to a tremendous start. I actually hope that these platforms I'll fight a little bit more
Starting point is 00:38:56 and they realize that users are just mad at them and it is in their best interest to like work together and achieve interoperability in various ways. I'm an optimist. I'm not saying it's going to happen. But like this level of like low-grade warfare is like, it's not good for anybody.
Starting point is 00:39:12 It's not good for Apple's image. It's not good for people who want to watch YouTube TV on Roku. It makes everybody just like petty. and like at some point I'm very curious if people are listening to this and you're in this world if the cost of the public relations hit
Starting point is 00:39:28 is worth the business terms that you're trying to get because to me the pendulum is starting to swing in the wrong way. All right, Adi, thank you so much. I know you want to get back to the trial. We're going to take a break. We'll be back with Monica Chin talking about Staling. Support for this show comes from Shopify.
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Starting point is 00:42:09 We're back. Monica Chin is here. Welcome, Monica. Hello. Thank you for having me. So we got to talk to you about a bunch of laptops. But you and I have had like many adventures with Starlink over the past few weeks. It is infrastructure week here at the verge.
Starting point is 00:42:27 We've run a number of stories about the future of our country's infrastructure. And that covers a lot of things. It covers charging networks for EVs. It covers obviously broadband. Andy Hawkins interviewed Pete Buttigieg, she's a secretary of transportation and how to increase EV adoption and what cities should look like. Nicole Wetzman did a video on flushable wipes and how they're destroying our sewer systems across the country. So we've kind of taken an expansive look at infrastructure.
Starting point is 00:42:56 We've done a lot on broadband, of course, over the years. And we wanted to cap off infrastructure week at the verge. Which, but, you know, it's like a joke, right? The Trump administration is always trying to do infrastructure week. We finally did it. We actually did it. We launched. Like, the website got launched.
Starting point is 00:43:13 We made infrastructure week happen. And then 10 years later, we did infrastructure. Andy Hawkins got Pete Buttigieg to use a phrase petro-masculinity. happening. It's all there for you. And we realized every time we've done a broadband piece for a year now, the comments and tweets are like, Starlink will fix it. This won't be a problem when Starlink comes out. So we've, I'm getting it complaining about just on Twitter, like tweeting about my slow uploads. He's like, oh, you need Starlink. It's like, I'm in the middle of a city. Okay, sorry. You know, Dieter just moved house. Congratulations, Cedar. And you have worse internet now
Starting point is 00:43:51 than you did before. I do. Pay more for it. It's the classic story of America. And when you tweet, like, oh, my upload speeds are bad or Comcast didn't show up. Everyone's like Starlink'll fix it. You just wait until Starlink. So, as I'm sure many nerds listening to this have been doing, a bunch of urge staffers
Starting point is 00:44:11 are on the pre-order list. We're like trying to get it. And I typed in my address. And lo and behold, it's available in my area. And I hit the button and it showed up six days later, which is, It's not the experience most people having, most people have in this interminable pre-order list. So I get it. Set it up.
Starting point is 00:44:29 Realize like, oh, I've got a bunch of trees in the way. I've got to figure out where to move it. And then I took off. I did the Vergecast for my parents' house in Wisconsin. And while I was gone, I thought to myself, oh, Monica has a horrible internet where she is. I'll just, like, give it to Monica. Like, we'll just see if it works. And then I delivered it to Monica in the parking lot of a grocery store.
Starting point is 00:44:50 It was very exciting. Monica, how'd that go? Well, tried to set it up in a couple different places. I tried the middle of my driveway. I tried the middle of my lawn. I tried a different spot in the middle of my lawn. Sometimes it just told me that it couldn't connect to the network. And then sometimes it looked like it was trying to connect to the network and then failed to connect, but kept trying.
Starting point is 00:45:10 But in no case did it actually work and give me internet, which was very sad, unfortunately. It did, like the internet would show up. But then when I said, please, load a webpage. it's an upload web page. So what's interesting about this, and I bring it up, and I want to talk to Monica about the actual,
Starting point is 00:45:27 like, plugging it in where does the dish go process. But the Starling Network, there's, you know, thousands of satellites in space. They are controversial, right? They're, like, interfering with astronomers. Starlink has a plan to paint them black.
Starting point is 00:45:43 That plan, this is true. This is a true thing. But what does it do? What does it achieve? Well, there's like optical refraction that it like helps with, but also it absorbs heat. This is a real thing. It absorbs heat.
Starting point is 00:45:57 So the satellites get hotter, which interferes with infrared astronomy. So now this last batch of, this is a real thing. They painted the side that faces away from Earth white. Okay. So there's like two-tone sky satellites. The scatolites are in the sky. Anyhow. So, right, Starlink is a constellation of thousands of small satellites.
Starting point is 00:46:19 whipping across the earth, there's a, like, hardcore technical advancement in the satellite dish. It's called a phased array antenna, which means it's basically lots of little antennas. And the dish can aim them in different ways. One of them is electronic, like, you can just aim them inside the dish. And the other one is, like, mechanical. The dish has two motors, and it can rotate and move. This is, like, a big deal because it can, it means it can track a focused beam of energy. from one of the satellites, it runs way faster than if you've ever had HuesNet or any other satellite
Starting point is 00:46:53 system. The grid is like a honeycomb shape of hexagons across the United States. So I look on the map and there's all these cool user maps of Starlink coverage areas all over the web. I'm in a grid that has service. Monica, it appears that you're in a grid that has service. And the Starling, you don't have to like sign into it. It doesn't, it's just like, it'll try. Yeah. I mean, it's weird. literally 10 minutes from me, it is available. But when I put it in my address or like anything with my zip code, it says not available. So the dish comes to our house. We try to move it into one of these other grid areas.
Starting point is 00:47:30 It doesn't work. I get it back for Monica. I've been using it for the past week in change. Man, there's nothing like a product that you don't have to just glue your hopes and dreams on. And then you get it. And it's the Nokia N-900. Right, like, that's the... That's a deep cut.
Starting point is 00:47:51 That is. If you're a new Vergecast listener, you know the entire site was thrown into disarray for like two weeks when we reviewed the Nokia N-900 because we said it was bad. But wasn't it like the N-9-20 or something? Maybe it was the N-9-20. It was the N-9-20. That was the one. Like a week of controversy because we said that this phone that failed is bad. That's where I'm at with Starlink.
Starting point is 00:48:13 So here are the good things about Starlink. And then I'll tell you some bad things. Good things are when it works, it is fast. They're only aiming to hit 100 megs down and like 20 up. When it's working really well, you can get like 225 and 24 up. That's good. That's like reasonably good internet service. Sometimes the latency is low.
Starting point is 00:48:36 Sometimes it's like, you know, at best I've seen it be like 25 nil seconds, which is not as good as my wired internet, but it's good. right like competitive with my 4G connections it is not reliant on any cable company that's just like a i think that is the plus of this system right if there are satellites above you and you can connect to them you can buy this thing from Elon Musk and you can tell Comcast or spectrum to get out of here I think people really like that here are the bad things you need perfect line of sight to the sky. And the sky is defined as a 100 degree cone
Starting point is 00:49:17 off the front of the dish with a minimum elevation of 25 degrees because the satellites are pretty low in the sky, at least where I am. That's like low and wide. So where I am, there are trees all around me. And so I can't, the satellites are effectively behind the trees.
Starting point is 00:49:38 So you've got to get it up. and like people go to wild links. Like I think that the Starlink subreddit is like currently one of my favorite places on the internet because it's just people like hacking with a toy that is in beta and pretty hackable. And they're all just like figuring it out together. It's like this collective project to make this thing work. So you got to get it really high. If you do find it right now I have it located about 60 feet in front of my house pointed back up and over the house.
Starting point is 00:50:06 Because my is in a hill. So it's like a way to make it look. Sort of up and over. My chimney and the top of some trees are enough to obstruct Starlink for two hours a day. Sure. Two hours a day. It's just obstructed. And the speeds collapse. So like even the merest whisper of a tree, a pole will like take Starlink out of the game. The only comparison is like it makes like a millimeter wave. Right. We like live through an entire hype cycle about millimeter wave 5G. and if you're not standing on the right street corner of a city,
Starting point is 00:50:40 it doesn't work. But if you are on the right street corner, who, it's good. And so is the idea here that, like, everyone just needs to put this on a pole on the roof? Yeah. But it ships, and Monica,
Starting point is 00:50:52 when I delivered the box to Monica, I saw her, I saw your face. Like, it ships with, like, that's just like a little, itty-bitty metal tripod. They're like, Starlink is knee-high. And everyone thinks it's like this portable knee-high dish
Starting point is 00:51:04 because it's small. But it actually needs to be as high, up as you can get it so it can clear whatever is around you for that 100 degree cone 25 degrees above the horizon now if they launch more satellites the minimum goes up to 40 degrees above the horizon which is not that much more but potentially mitigate some of this problem so that's just your first problem you take it out of the box you got to it needs to find a pretty significant and weirdly located hole in the sky by kind of in northerly direction Then you do it and I got it to work and was doing fine.
Starting point is 00:51:40 And I like try to make a Zoom call on it. And it just doesn't. It just doesn't work. Like it'll, it's fine. And then it just drops out in the latency spikes. You know, it's in beta. I will offer them that it is beta product. We didn't give it a review score.
Starting point is 00:51:56 You know, like, fine. Their only promises are like, sometimes it'll work. And they have met that promise. Like they say, Starling is very open. Like, it's going to go down. and it's going to be weird. But you try to make a Zoom call. Anything real-time.
Starting point is 00:52:10 Zoom, Slack, gaming, anything that requires like a sustained, low-latency real-time connection. Just not usable on Starlink. Anything that buffers streaming 4K video, fine, right?
Starting point is 00:52:24 It can kind of like overcome the connection dropouts. I don't know. Is that worth $99 a month? Like, you just think about all of the hopes and dreams that are foisted onto this system. And like that's the reality of it.
Starting point is 00:52:39 The thing is very cool. It's very much a consumer product. Yeah, what's the setup like? It's, so the dish itself is like a white plastic. It's very Elon. Like it's very cool. They made sure it looks cool. So the dish is like a white plastic.
Starting point is 00:52:54 The top of it is like matte white. If it has heaters and sensors in it. So if it gets snow on it, it can kick on a snow melting mode and melt all the snow off the face of it, which I think is really cool. then the cable, which is attached to the dish, which is, again, if you think about the fact that you have to mount it really high and drill it back in your house, it would be better if both ends of the cable were free. But the cables attached to the dish, that is a power over Ethernet cable. So there's a 100-foot power-Ethernet cable that you have to run into your house somehow. That plugs into a power adapter.
Starting point is 00:53:29 Then there's another power over-Eternet plug on that same adapter, and that plugs into the Wi-Fi router. So all of the power comes through this box and you plug that box in the wall. So the Wi-Fi router is just a POE Wi-Fi router. The actual Wi-Fi router is like a silver. It looks cool. It's like a silver wedge shape. No specs. We don't know.
Starting point is 00:53:53 It's like five and two-point. It's like basically a dual-band Wi-Fi rider, whatever. Yeah. Reasonally good range, cover my entire house. No options. No options. No settings. Nothing. You can't change the Wi-Fi name and password?
Starting point is 00:54:08 That's all you can do. When you log in, you can, it prompts to do those things. If you want to do those things again, hard reset the router, my friend. Yeah, yeah, of course. That makes sense. I mean, it's in beta. I'm like, but obviously all of the effort went into making the satellite part work. And they made that work. That's impressive. I was going to say, that's not a small amount of effort, it turns out. Yeah, I mean, is it good for astronomy that there's this many satellites in the sky in everyone's always mad all the time.
Starting point is 00:54:36 I don't know, but it works. Like, yeah, it's impressive that it works. It's impressive that they're launching more and more of these satellites all the time. It's impressive that they're trying to build this, like, they don't want to manage the satellites. So they just tell the satellites where they think they should go and deploy them from the rocket and the satellites figure it out. Yeah. And then that part works. They're trying to do the same thing with collision avoidance.
Starting point is 00:55:00 And that part has been hairy. And there's been like two incidents where, like, they didn't communicate. enough or things aren't really close. Controversy in space because of all these. All to get internet access. Yeah, I mean, Neil, this all sounds way, way simpler than
Starting point is 00:55:16 digging a trench. Yeah. No, it does. And putting a piece of a strand of glass in it. Like that, that's way more complicated than launching an autonomous mesh network of satellites into space. Like, Deider, I haven't even gotten to the dream
Starting point is 00:55:32 that the satellites themselves will form a mesh network in space communicating via lasers. Oh, okay. That's Starlink's next idea. Yeah. They're not there yet, but like in the Starlink engineers, like, here's the deal. Laser in a vacuum travels faster than light and fiber. So we'll just do all the communication in space and we'll reduce latency that way.
Starting point is 00:55:56 Like crazy Elon level engineering dreams from the Starling team. And all of that sounds more realistic than I will. call Comcast and they will provide me a good service at a fair price. Like that's the story here. Yeah. Like there's nothing about this internet that is like spacey, right? You're not getting anything other than internet access, but it feels more realistic that you will get good service at a fair price from this crazy engineering experience than
Starting point is 00:56:27 from your local cable monopoly. I don't know how to feel about that. That's weird. But anyway, you plug it all in. Sometimes it works. Works for streaming stuff. I could not spend a date working on it. Just couldn't do it.
Starting point is 00:56:41 It was impossible. Because you need to do. Yeah. You need low latency, zoom calls. And also you need, you can't just take a two hour break. So when it's obstructed, it just slows down. It doesn't like die. Okay.
Starting point is 00:56:52 But yeah, it's like, it's very, but like literally when I'm saying Slack, like Slack requires an active connection. It doesn't require a hot, like, ultra-lap. latency, but it requires, like, someone types at you. You get it. You type back at them. Starlink cannot handle this. Right. I feel like everyone's going to come for me now.
Starting point is 00:57:13 I'm very worried about it. And I just keep coming back to the fact that, like, in America, we pay very high prices for very bad service. It's slow. Customer service is, like, statistic. And this represents a way to escape it. And everyone's hopes and dreams have been, like, bolted on the Starlink.
Starting point is 00:57:35 Like when I was like, oh, Monica's about internet, I'll just give it to her. Like my frame of mine was like, oh, this will fix it. I mean, my favorite of mine having used satellite internet for like over a year at this point was definitely not that optimistic. I mean, they were claiming that it was going to not have all the satellite internet problems. And I was like, I don't know. We'll see. It's cool. I mean, I don't want to discount the technical achievements here.
Starting point is 00:58:03 But there's just like wonky concept in the review. It's a very wonky. So there's like a telecom philosophy. And I'd say it's called facility-based competition. This is a real thing. Yep. And so like it all came from MCI, which is old telecom, like old long distance carrier. And they decided they weren't going to use the wired networks.
Starting point is 00:58:27 And they shipped long distance voice calls over microwave transmissions. Yep. this is like a big deal and like brought down all the rates and people went crazy and facility. So like everyone's like this is the future. We're going to invent new ways of doing things. And then
Starting point is 00:58:43 in Europe, which like comes and goes in waves and it's not always perfect and certainly sometimes fails. They're like, we're just going to put a bunch of fiber in the ground and anybody can lease it. And so like if you live in London, there are like 50 options for you to get internet service that are all priced
Starting point is 00:58:59 competitive at different speeds. It's way cheaper than here because everything's just running our fiber network. And that's called service-based competition. And I tell you the wonky papers you can read about the pluses and minuses of both approaches are mostly written by telecom lobbyists. They're deeply unfun to read. And like all of the thesis comes back to, especially on the U.S. side, facility-based competition is better.
Starting point is 00:59:24 Don't you see how Europe is horrible? And I think all that has ever really gotten us is like WIMax, which destroyed Sprint. like a handful of a handful of long distance carriers that are no longer existent irrelevant and now like Starlink I mean like it got a CDMA versus GSM that was that was that was great
Starting point is 00:59:44 who didn't love that? Yeah It's just like it's weird there's like underlying telecom philosophy and I'd say it's like instead of competing to provide service over fiber someone will event something else yeah and then Starlink is like
Starting point is 01:00:00 also at the end of the day all of our internet traffic runs over fiber. Because it does. It has to. It has to. Yeah. Anyway, the point of this is Starlink is neat. Hopefully people in the hinterlands can use it and it'll be great.
Starting point is 01:00:13 If you are dreaming of Starlink, you should call like your local county commissioner and be like, put some fiber at my house. Because that's the thing you actually. Look, Neil, no one's going to come after you for this. Back in 2012, when I reviewed the Lumia 920, I was scathing. And so obviously how mean I was to this phone, everybody had to come after me for it. I gave it a 7.9. And I said that there were issues with LTE reception.
Starting point is 01:00:43 I pointed out that there weren't a lot of apps on Windows Phone 8. And I said my concluding line was the software and hardware tradeoffs inherent in Lummi 920 could be worth it if you're bought into the Microsoft ecosystem. But for most people, I don't think it's a sure bet. So I was cruel. It was brutal. Yeah, that was brutal.
Starting point is 01:01:02 There was another one we ran. I think it was Josh Topolsky who wrote something like, it's time for Microsoft to admit this isn't working. And that one also set the world. I'm just saying what reminds me of Windows phone with Starlink is not whether Starlink will succeed or fail. It is that everyone is imagining a product and layering all of their hopes and dreams on it.
Starting point is 01:01:28 I asked her questions on Twitter and people are like, can I use it on a boat? And I'm like, dude, you can't use it in a field with a tree. But there's no trees on the ocean, Eli. A boat is actually the perfect use case. It needs a fixed line of sight. Like, how much do you want these motors to spin all the time? It's just like every hope and dream you can have about Internet. And I can't ignore the fact that it's next to the huge, enormous.
Starting point is 01:01:58 insanely depressing 5G hype cycle. Right? Like what is what did a Jeep pie and Verizon? Everybody say about 5G investment like rural broadband. The farmers are going to be in the field streaming live TikToks changing the world over their millimeter wave brought. And it's like, why don't we just do that? We published a map this week. This is what kicked off infrastructure week is this map.
Starting point is 01:02:28 of broadband access speeds in America. And like, the map is like a little controversial for a couple of reasons. One of the big problems in this country is that the FCC doesn't maintain this data, that ISP self-report it and they are friendly to themselves. So they will just tell the FCC, like everybody in Idaho has access to gigabit internet speeds because they serve one house with it. And then like the radius around that house is big enough. So we use data from micro-a-bit internet speeds.
Starting point is 01:02:58 services. So Microsoft just tracking people's connection speeds that use all of their services, Xbox, Office 365, Azure, you name it. Yeah. The more controversial part is we use the government's definition of broadband, which is just 25 down. Which is terrible. Which is terrible. Like, you can't have a household working from home and going to school in 25 down. And we only really pointed out the areas where less than 15% of people were getting 25 down. right but like huge swaths of the country have less than 50% of people getting 25 down where I live in upstate New York 43% of people are using broad quote unquote broadband speed which means most people are not yeah I'd be surprised if anyone around where I am is using it I'm sure there are some people but we get like four down so yeah it's just like okay but we picked this like here's the desert not just like here's a problem because if you went with where is most
Starting point is 01:03:56 the country not getting 25 down. It's the whole country. Right? If you pick 50%. It doesn't actually show you any information except it sucks everywhere. Yeah. You pick a lower number. You're like, okay, here are like the targeted real problems. But you look at this map, you look at all the rhetoric around 5G,
Starting point is 01:04:13 you look at all the same rhetoric around LTE. The cable companies right now are promoting 10G, which is very funny to me, which is just 10 gigabits down. It's not a G. Oh, my God. Yeah, they just like, y'all like G's? Here's another. And like they just didn't do a good job.
Starting point is 01:04:32 Like people aren't connected consistently and they're not connected at fast speeds. And like, of course a bunch of Elon tweets about how he's going to fix it with science are like capturing everybody's imaginations. And I, the gap between that and what this thing is and what it could be is still is still gigantic to me. Yeah. I don't know, man. Maybe next week I'll try to do the show or Starling. like, please don't. We'll see.
Starting point is 01:04:59 We'll see. Anyway, my local ISP here in upstate New York is employee owned. They're very cool. Local ISPs are the future. That's all I'm saying. Also, they're huge nerds. And so when I call them for service stuff, the actual people who like engineer the network show up and we just like chit chat about network engineering.
Starting point is 01:05:18 Oh, it's dream come true. I don't have a lot of friends up here. We're going to take a break. And we come back. We're going to talk to Monica about some laptops. We'll be right back. Support for the show comes from LinkedIn. If you're a small business owner, you know that every hire counts,
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Starting point is 01:07:57 Okay, we're back. Monica. Laptop fever has hit America. In a manner speaking. There was a giant drop of, I don't know, six, eight laptops that got announced because Intel has finally announced another chip. They announced a new chip all the time. What is special about the new Tiger Lake H series mobile chips?
Starting point is 01:08:26 So Intel announced 10 chips. They're five consumer. N5 commercial. So they're a part of, they're not like a new generation. They're part of Intel's Tiger Lake generation, code name Tiger Lake's the 11th gen chips. So we had like a few of these already.
Starting point is 01:08:42 And the ones that we tried, we really only one of them was in like a lot of laptops that we tried. And it was not like great. It was okay. But like the competition is just, I mean, there's a lot of competition from both sides. So AMD, obviously,
Starting point is 01:08:57 Ryzen 5,000. We saw a huge performance gains. and efficiency gains there. And then, of course, from Apple, we have the M1, which just did really, really well in the MacBook Proen on MacBook Air. And they're putting it in everything now. You can get it in an iPad.
Starting point is 01:09:12 You can get it in a toaster. It's great. Intel, I mean, Intel's really playing catch-up, and we've been really waiting on these chips because these are the ones that we expect to be competitive with Verizon 5,000. Because there are three, eight-core chips and two, six-core chips.
Starting point is 01:09:26 So these are really, like, workstation chips. These are gaming laptop chips. we didn't really have chips from Intel that were competitive on that front before. So this is really, if Intel is going to put out gaming laptops and put out workstations that are as good as the ones coming from AMD, these chips are going to be in them. So that's what's significant. Do you believe them?
Starting point is 01:09:50 So, I mean, there are two sort of elephants in the room here. In terms of like raw power, like the framework, we're going to get. We do generally expect them to be competitive with Ryzen 5,000, certainly more so than the chips that we've seen from this series so far. The big elephant in the room is battery life because AMD has been really good at that. We saw in the Zephyrus G15, that was like monstrous battery life. It lasted about as long as any gaming laptop I've ever tested for battery life. AMD has just made incredible efficiency gains over the past few generations. And I know Apple's Zb1 delivers
Starting point is 01:10:29 very good battery life as well. I was listening very closely, and I did not hear battery life mentioned in Intel's presentation. I did not hear anything about it. And that is a worrying sign to me because I think if they, I assume if they had made big gains in battery life, they probably would have said something. Yeah, of course. So that's a question mark. And that's really, I think what we're going to be watching for is, you know, did this increased power to these tiger like chips come at the expense of a lot of efficiency? And if we have gaming laptops that are really good, but they only last like an hour and a half. half, that's not necessarily a gaming laptop is going to be as good as what we're seeing
Starting point is 01:11:04 coming out of AMD. The other question is Alder Lake, which is like sort of the next generation that's supposed to be coming from Intel. So Intel claims it has this 12th generation code named Alder Lake coming later this year that was announced at CES. And we really don't know how good this is going to be, but there's definitely a question of whether like buying these chips means you're buying yourself into obsolescence if we have Alder Lake coming out so soon. I did, I asked Intel's general manager and Intel GM about that
Starting point is 01:11:34 when I spoke to them last week. And they basically, I mean, they said, they said, by now. They said, you know what they're all right. So that's the only information we have on that. Amazing. We've been down on Intel for like so much for so many years. It's actually hard. Like, they've got the new CEO. He unveiled his new plan. They're like, they're, they're going to build chips for other companies. They're going to let other companies build their chips. They've got a whole very good strategy, it seems like, for catching up and getting out of this sort of perpetual state of feeling like they're just a little bit behind. It seems like they're still just a little bit behind. And so, you know, this isn't the like, oh, they're back.
Starting point is 01:12:14 And I'm starting to feel like we're not going to get that moment out of them. Like Apple had this huge, like, kaboom moment with the M1. I think AMD actually with the recent generation of Risen chips is like really, really, like, oh, wow, you guys are back. What, like, I wasn't paying attention, but here you are. These are great. And I just don't know, like, if and when we're going to get that kind of moment out of Intel. Yeah, I mean, it's a really big question.
Starting point is 01:12:40 Like, you know, it's not all that, all that many years that we've been able to say Intel's the underdog. But Intel's the underdog right now. I mean, they really, these chips need to be good. I don't think it's impossible. But, you know, I think really efficiency is the main, one of the reasons that AMD's last two generations have been so impressive is that they are like just so, so efficient in so many of these systems. Yeah. Which is really where we've seen Intel losing.
Starting point is 01:13:06 Now, Intel has been very competitive on single core workloads. But a big thing that we're going to be watching for here is whether the multi-core workloads are really able to, to be what we're seeing coming out of AMD because it was just getting destroyed on those last year. So did any of the, I don't know, half-dozen laptops that got announced with this stuff appeal to you? like I'm looking at a bunch and like actually these seem like pretty good. Like maybe they actually did achieve some kind of efficiency because things seem thinner and lighter. I don't know. What do you think?
Starting point is 01:13:33 Anything here appeal to you? Yeah. I mean, one of the things that I'm excited about is that we've seen a couple of laptops, gaming laptops finally, finally ditching the 16 by 9 aspect ratio. I'm very, very excited about that because I hate the 16 by 9 aspect ratio and I've swore it off forever. So, you know, obviously for for a while, that's been the only thing you could get a gaming laptop with because, you know, they just don't have them any 16 by 10 panels that are that
Starting point is 01:13:59 high resolution or that high refresh rate. Since CES, we've really started to see QHD screens become a lot more common on gaming laptops. And part of that is that this is the first year where we've really had the chips that could make, could power games at QHD resolution at these price points in these, in these form factors. So we're starting to see with this release, we have a couple of six. 16 by 10 QHD screens. Yeah, so one of the ones I'm really excited about is the Zephyrus M16, which has a 16 by 10 QHD 165
Starting point is 01:14:32 Hertz display. So that is pretty unusual to see in gaming laptops. And I think it's really cool because if you're looking for a gaming laptop that can also like be a productivity machine where you can multitask and do all your office work, where you don't need to have two separate ones, a QHD 16x15x10 display is like exactly what you want that can really comedy both of those things. That sounds great, but does it have a webcam? You know? I don't know, actually.
Starting point is 01:14:59 Okay. It's a very good question. The cool thing, though, is that the M-16 is basically a very similar chassis to the Zephyrus G-14 and the Zephyrists G-15, which are really some of the most portable and most well-made gaming laptops you can get. So it's basically they took the Zephyrus G-14 and the Zephyrits-G-15, which are like excellent, tried and true laptops,
Starting point is 01:15:22 and they put an Intel chip in them and made them 16 by 10. So obviously, we're going to have to see how well they do, and the fact that it's an Intel chip instead of an AMD chip will certainly have an impact on the performance. But I really hope that this one succeeds because I think it's a really cool idea. Well, I don't know, you convinced me to buy into this brand
Starting point is 01:15:41 and I'm like now a fanboy, and I am looking at what appears to be a webcam on the top of the bezel. So there is this. I mean, I'm just, fascinated by the design moment that Windows laptops are having because of these Intel chips. Like, how many years do we spend yelling at Apple that they're making everything too thin? And now the entire Windows laptop ecosystem is like, what if it was extremely thin and light?
Starting point is 01:16:06 And I feel like in another year, we're going to be like, you make it thicker and put a bigger battery in it? Like, did you learn nothing? But it's interesting to see, like, the designs these laptops are, well, some of them are just like they look exactly like MacGrow still. But across the board, there are bolder, more interesting designs in Windows laptops because the chip is allowing for better thermal designs. Yeah. I mean, if you are someone who really wants, like, a big, like, massive, obnoxious 17-inch gaming laptop, like, those are definitely still out there. Like, your strict scars are out there. Your G-76 Raiders are out there.
Starting point is 01:16:41 But I do think that, you know, there is a really large base of people who, you know, really want a computer that can double a dual. and do all the things they want it to do that can game, but also they can acceptably bring to a coffee shop or a work meeting and not have people staring because there are lights all over it. So I'm really glad that the industries are moving in that direction and putting out more options. And I think that these chips certainly are making that more viable every year. So this means, I know it doesn't use this chip,
Starting point is 01:17:12 but that means we should probably talk about this ACER thing because it's so cool. Let's start with talking about the name. the ACER Concept D7 Ezel Are you saying I don't know if it's Ezel or Ezel It's like a bezel joke
Starting point is 01:17:24 They took the B out The bezel's so small They can't even fit the word bezel Into the name of the laptop They want to call it the easel And it's probably there's a trademark So they came out Yeah
Starting point is 01:17:34 So I think they came up with Esel But I prefer Ezel Anyway But anyway So it's like Well laptop But it's got this wacky hinge And the screen pulls towards you
Starting point is 01:17:43 Yeah so the concept D7 EZL is like It's You can open it up and it looks like a regular laptop. But then there is a hinge in the center of the back of the lid. So you can fold the lid backwards and have it face away from the keyboard. And then there's also a hinge that allows you to pick the screen up off the deck and basically have it hover. And so you can you can bend it in like a million different ways.
Starting point is 01:18:11 They've sort of defined six different ones. There's like laptop mode. You can use it as a tablet. you can have it like as a laptop but in reverse you can have it as a tent you can have it as a stand there are a ton of different ways to use it
Starting point is 01:18:21 it's very cool just because like like any any purpose that you can imagine like wanting a laptop for there's like a form that works really well for it the one I don't think is super useful is tablet because it's like over five pounds
Starting point is 01:18:34 so I don't think I'm going to be like a tablet that would be very possible anything you'd want to use a laptop for except for not breaking your back it can do as long as you're willing to keep it on your desk.
Starting point is 01:18:46 But I really like, I ended up really liking the stand mode where you basically have it like in a tent over the keyboard because it's like having it, it's like having a tablet that's like pressed up on a stand, but it's like a lot more sturdy. Yeah. I just,
Starting point is 01:19:01 I think it's super interesting that kind of Windows PCs are having a design moment. I know that Apple's doing all of its like M1 related rebooting. They obviously there's new IMac. There's been a lot of weird leaks. about Next Generation M1 or M series Apple laptops, but like for the most part, Apple designs have been static for a decade. And so it's like really cool to see kind of the Windows side of it with a chip that enables
Starting point is 01:19:30 more interesting thermal design. Just like go for it. Like I don't think it's been this exciting for a while. Yeah. And I definitely hope. I hope that they, the concept D that I reviewed does not have the most recent chips. But I would love for them to refresh this with the new chips that are coming out because that is sort of the target audience for them. All right. Monica, by the way, I want to commend you on your story about Linux at the University of Minnesota, mostly for striking directly at Deeter's heart.
Starting point is 01:20:02 I'm a go for her. What do you want? Great story. If you haven't read it, go read it. Monica dug into why the University of Minnesota is currently banned from contributing to the Linux card. It's just a wild. Wild story involving maybe too much social engineering as it happens. We call that, we were talking about Elon because of SpaceLink. I just want to point out, Tesla stopped taking Bitcoin for vehicle purchases, citing environmental harm, and then Bitcoin is like collapsed. I've never seen Liz Lapato more excited to cover a story than anything.
Starting point is 01:20:33 So I'm anticipating that something will happen. Yeah, her second most exciting thing was when he was on SNL and called Dogecoin a hustle. Dogecoin collapse. I think there might be a problem where cryptocurrencies are too vulnerable to famous people saying things about them. That's true. Liz is currently, she's one of the pool reporters in the Apple trial. So she's very distracted because she's literally in the courtroom as one of the pool
Starting point is 01:20:58 reporters. But she and I have had a lot of esoteric conversations about what makes a cryptocurrency a currency that Apple doesn't charge a tax for, but V-Buck's not. So she's chasing that time, too. Anyway, Elon's stuff. It just keeps happening to us. I want to call out on Decoder. This week we had Kate Cronick, who is just an expert in the Facebook Oversight Board.
Starting point is 01:21:20 We talked about the Trump band. Next week on Decoder, Decoder is going to come out late. It's going to come out on Thursday because we've got a big guest with a news. I can't say who, but it's big. And we got a surprise on Tuesday, too. So that's on Decoder. This week, Kate Cognick, next week, big surprise. Also, as part of Infrastructure Week, Mechanic,
Starting point is 01:21:42 Kelly did a live event with Senator Ed Markey talking about broadband policy. That's up and around the site. You can subscribe or you can follow McKenna's various regulatory coverage at the verge.com slash Hill Report. That is very interesting. Also, of course, heating up as you all know. You can tweet at us. I'm at Reckless Deiders at Backlon.
Starting point is 01:22:02 Addie is at the Dexterity. And Monica is at MC squared 96, which honestly sounds like a rat name. And I truly, I would be well in your birdie. hip-hop career. That's it. That's the rich cast. Rock and roll. Get vaccinated.

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