The Vergecast - You can't ignore Google Zero anymore
Episode Date: July 24, 2026Google Zero continues to affect website after website, and publisher after publisher. David and Nilay discuss Google's increased focus on AI, the web companies finally starting to fight back, and whet...her there's a way forward for Google's pact with the open web. After that, they talk about a big week in AI detection software, which sometimes works and frequently doesn't. Then it's time for the Hype Desk, Brendan Carr is a dummy, the Light Flip, and more. Further reading: Google hit with $1 billion fine for breaking EU antitrust rules Reddit might cut ties with Google as traffic drops. From the NYT: How Google’s A.I. Search Is Imperiling the Open Web Google says Gemini now has 950 million monthly users. Google earnings China delivers a one-two punch to America’s AI dominance OpenAI says it accidentally hacked Hugging Face with a new AI system Substack adds an AI detector to help spot blogs written by no one Anthropic’s $1.5 billion book piracy settlement approved by judge Jeff Bezos is getting involved with centering Amazon’s AI in Prime Video Meta made its own AI detection system. It should have just used Google’s Ford picks Apple Maps for its next EV platform and updated BlueCruise Apple’s rumored ‘Upgrade’ program brings lease-to-own pricing for iPhones, Macs, and iPads iOS code could reportedly let Apple cut off apps when users miss iPhone payments Framework’s premium laptop is shipping with less RAM The higher-end prebuilt Framework Laptop 13 Pro now costs $800 more. The Light Flip is a minimalist flip phone with a point to prove Judge pauses Paramount’s attempt to buy Warner Bros. Discovery Paramount’s Warner deal gets conditional approval in the EU. Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. (Timestamps are approximate.) 00:00:00 Intro 00:01:00 Claude Reads the Meters 00:04:00 Google Zero and Reddit Deal 00:15:00 AI Overviews Death Spiral 00:25:00 OpenAI Hacks Hugging Face 00:32:00 Substack AI Detector Debate 00:39:00 Prime Video Goes All In 00:44:00 Meta Content Seal Cynicism 00:53:00 Avengers Doomsday 01:03:00 Comic Con And Feige Reset 01:04:00 Brendan Carr Is a Dummy 01:12:00 Ramageddon Hits Framework 01:17:00 Apple Leasing Lockdown 01:21:00 Light Flip Phone Trend 01:26:00 Ford Picks Apple Maps 01:35:00 Paramount Merger Mess 01:35:00 Wrap Up And Plugs Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Hello and welcome to the Vergecast,
the flagship podcast of AI mode.
I'm your friend David Pierce.
You know, I'm here.
Hello, sir.
What's up?
How are you?
How's life?
I'm good.
You had an electrician come into your house.
today, and you explained this to me as, I have an AI's in yet.
I have an AI vign yet.
What is happening?
Tell me what's going on.
So we got solar panels at the end of last year.
You know, we chased up all the Biden tax credits we could get.
Sure.
So we leased an EV and we got solar panels.
And now the government pays me to charge my car.
Sorry.
I know you don't want to, Donald, but you're doing it.
You are the deep state now.
You're paying me to charge the car.
The way the net metering works out and the blah, blah, blah, in New York State,
they pay me to charge car.
This is all great.
The problem is con ed.
a utility and it is bad in the way that it's bad.
And sometimes they don't get it right.
And you have to call them and argue with them at that metering.
Great.
And so to do that, you need the data for your solar panels be accurate.
I discovered the data for my solar panels not accurate.
I was losing arguments.
I hate losing arguments.
So I just had Claude pull the 15-minute interval data
of how many kilowatts my system thought it was doing,
how much ConEd thought it was getting, reconcile it all,
and then generate a troubleshoot.
email for the solar people and the electricians.
And I will say it was so rude.
This email was so rude that I had to tone it way down, but it was right.
So you just basically had Claude read your meter for you.
I had Claude read both meters, the Conad meter and the sort of an end phase meter.
We have an end phase solar system.
And it just pulled the interval data from both systems over a pretty long period of time.
This is something I would never have the time to do.
Generate the report and then diagnose the problem from that report, which is that
the consumption CTs were backwards.
And basically Con Ed was getting half of what it should be getting.
That was going to be my first guess.
I was like, oh, I bet it's the consumption CTs.
But the email it wrote was like, rain or shine, production or not.
Air conditioner's on it.
Like, it's wrong and you know it's wrong.
And I was like, calm down.
Like, bring it down a couple.
I just rewrote the email.
Like, it was very demanding.
It's not my problem, M. Dash.
It's your problem.
But it was one of those things where it's like, okay, I've got like two.
two databases that don't agree.
What is the tool?
And the tool is right in front.
There's my AI vignette.
It's pretty good.
Did you present your findings to this electrician, as Claude told me?
No, no, no, no, no.
You don't do that.
That's good.
That's so rude.
No, I was like, look, I made a table.
I'm not going to, presumably a computer was involved.
Is that computer in love with Kevin Ruse?
I declined to say it this time.
No one knows.
Yeah.
Okay.
That is good.
And that actually feels like a good and correct use of AI.
We're like, look, I have a bunch of numbers.
Can you make sense of these numbers for me?
And I'm sending so much power back to the grid.
It offset my energy consumption.
How's that?
And you poured water on the ground as you were doing it just to prove a point.
That's good.
All right.
We're not here to talk about electricians.
We have a bunch of stuff to talk about today.
There's a lot of AI news.
The second two-thirds of the show is going to be very lightning roundy.
We just got a bunch of stuff to talk about, a bunch of stuff to get through.
But first we have to start with Google Zero.
Big week for Google Zero.
Google reported earnings.
Some really interesting stuff, particularly around search.
So we have some big Reddit news.
You are in the New York Times, taking credit for Google Zero as you are wanting to do from time to time.
Finally.
Shout out to Kay Conger at the New York Times.
For being a real one and being like, I'm doing a Google Zero story and calling your boy.
But I want to start with a story from the Wall Street Journal, which I think is actually kind of indicative of this whole.
whole thing about how Reddit, which we've talked about on the show, made a big AI data sharing deal with Google a while back worth $60 million a year to basically turn Reddit into a database full of stuff for Google's AI overviews and things to pull from. This turned into putting glue on pizza. This has turned into some messy stuff, but has also made Reddit a crucially important part of Google's entire AI enterprise. And there was reporting this week that Reddit is actually thinking about cutting that deal.
out entirely. And there's a quote
that says, Reddit executives
are assessing what the upside is of continuing
to feed its content to Google. Like, just
straightforwardly, they're like, at
$60 million a year,
this is no longer worth it to us
to feed our data to Google. And I think if you start
there, you can get it the whole problem
with everything Google is doing with
AI right now. What did you make of this
change? This has been coming for everyone
for so long. If Google
doesn't send you traffic,
giving things to Google for
free or cheap and $60 million is cheap for a company the size of Reddit. Giving things to Google
for free or cheap is economically irrational and everyone will stop doing it. And we can just go down
the list of big publishers who are saying we're going to stop letting Google index us at all
because we're not getting traffic or money. USA Today, Politico, the economist, People Inc., Reuters.
I'm going to bet you the New York Times
will end up on this list sooner rather than later.
They have a very testy relationship with Google.
A company that we don't yet work for,
but which is merging with Vox Media and a joint venture
that will be called PMX when that deal closes.
Penske Media Corporation,
they are openly suing Google over AI overviews,
not delivering any traffic.
The whole publishing ecosystem
is saying, yeah, this isn't worth it.
And then, importantly, they paid Reddit $60 million.
That is a social media publisher, right?
That's a platform.
That's not a news publisher or media organization.
Reddit saying it's $60 million, giving our user's content to Google is not worth it.
We might turn this off.
And everyone has known this is coming because I have been telling them it's coming for years and years and years.
When Google's traffic, when the amount of traffic you see coming to you from Google goes to zero,
what is left of your business,
do you have one?
Do you have an audience?
Do you have anything at all?
And if Google turns off the economic incentives
for all of these people to make new information,
what will Google summarize in the AI overviews?
What will be left?
And I don't think either side of that equation
has had a good answer.
No.
And in fact, the thing that has really shifted,
you named all those publishers.
I think we've been talking about this tension for forever,
right?
that even if you didn't like what Google was doing with AI overviews,
there was still this sense that the deal with Google overall is important enough that you have to keep doing it, right?
That we will continue to give our content to Google.
We will let Google index and crawl our website, and in return it will send us traffic.
That has been the deal for forever.
What are you going to do, turn off Google?
I've heard so many publishing CEOs say this to me.
What are we going to do, not have Google traffic?
And this has been Google's Trump card, because you can fight Jatchee BT,
you can fight Claude, but you can't fight Gemini without fighting Google search.
And this is, I would say, a matter of concern for people who are worried about monopolies in this country.
It's also just a foundational problem for all of these people.
Google has tied these things together that if you want to not be crawled by Google's AI systems,
you can't be crawled by its search systems.
It's not exactly that simple, but it is fundamentally that simple.
It is that simple.
I know Neil Vogel, the CEO of people, has said that that will result.
in more antitrust litigation. I'm confident that the European Union, which just find Google a billion dollars for self-preferencing its products in search, they will look at the tie between search indexing and AI training. It is coming for everyone all the time. And just to make the other argument, I think the publishers have been equally stupid here because they were all hopelessly addicted to Google and they never thought that Google would do anything to harm the web.
Right.
Most of them did not make other plans.
Right.
Just straightforwardly, most of these companies did not make other plans.
They did not see the asteroid coming at them.
Even, as I'm going to say it one more time, I would run around this industry being like, do you see the asteroid?
Do you see the increase in the percentage of zero-click searches where Google keeps the traffic for itself or redirects it to its own platform?
And do you see what AI overviews will do?
I've asked this question to Sundarpa Chai, who will happily.
tell you that the web per Google's own estimation is bigger than ever, and Google, per Google's
own estimation, is sending out more traffic than ever. And the publishers and kind of left unspoken
all that is, and these idiots didn't do anything about it. And I find it hard to argue with that
inside the house, right? I get why they're all making noise out in the world. Like, you killed
our businesses. You should make a lot of noise about that. We're going to turn off Google search.
We're going to turn off indexing because we owe you nothing. This was never really an economic
relationship. We're just turning you off. Goodbye. But inside the house, it's like, guys,
you did nothing. Like, you saw the problem and thought you could do nothing to solve it.
Sure. And here we are at the end of that road. Because I think that belief that there was something
fundamentally mutually beneficial that would keep being mutually beneficial just persisted in lots
of industries for way too long, right? The SEO business has been relying on this for a very long time.
And it makes a certain amount of sense.
Google invented search advertising, the greatest and most lucrative business in the history of the internet.
And it worked as long as it kept sending a lot of traffic to websites.
This was the whole idea.
People will go, they will click the links, everything will get better.
And Google had incentive to grow that and to make more people click the links.
People had incentive to make more content that ranked highly.
This actually was in a certain way mutually beneficial.
It got very messy as Google ate the advertising business and lots of things became
complicated, but that basic idea that we give data to Google and Google gives us traffic in return
seemed like it was relatively immune to problems because it worked for everybody.
Because on the other side of that is an incentive to make new information for Google to
index and surface.
Right.
And if you don't have that in Google search, what do you have?
And I think everyone keeps conveniently forgetting that Google also owns and operates YouTube.
And so Google's sorts of new information is you have.
There was just a Google core update.
That's what they call it when they update the Google search algorithm.
Every recent Google search core update has basically boiled down to, and now we're going to rely
in YouTube even more.
Yes.
Right.
The idea that they will summarize YouTube videos or drop you directly into the part of the YouTube
video that most clearly answers your query, there's just a bunch of, oh, they had a hedge against us.
There was a hedge against publishers and social media and all this stuff, and it was always
called YouTube, and here it is.
Yep.
the economic or traffic incentives to make new information on the open web are plummeting.
Now, there's a flip side to this, which I think supports Google's argument that the web is getting
healthier than ever. We just had Amy Lansy, who's a CEO of Digitost, North America, a huge
advertising agency, and she told me on Dakota a few weeks ago their number of inbound requests
to make landing pages and build new websites and make things that, particularly for commerce,
like they're an advertising agency, obviously for commerce, that are the
web so that people can come and transact more directly on the web because they've had search
experiences or AI experiences. She's like that you would never think that that would be up
and that is up. So often e-commerce world, the web might actually be healthier than ever because
the agents are running around clicking on websites for you. Right. And that's great if you're
an e-commerce business. It is horrible if you're a consumer and you want information that isn't
branded content from e-commerce providers. And it is horrible if you are a publisher or a social
media site that would like to traffic in non-commercial information.
Yeah.
And I think the idea that actually all of the internet is just becoming a series of databases
to be mined by these other things just continues to be true, right?
Like a lot of people recently have been citing this big internet report that Cloudflare did
that said that more than 50% of internet traffic is now non-human, which suggests that it
is in some way AI bots.
There was also, I just pulled this out of that report.
It says, today for every hour spent online searching for information,
only 15 minutes is spent on the open web.
Traditional search behavior is collapsing as users shift to AI-driven discovery and consumption.
Instead of visiting multiple sites to source and compare information, users simply type a prompt
and receive a nearly instantaneous consolidated answer.
That's step one.
Step two is agents, they just go buy the thing for you.
And right, as we talked about on the show on Wednesday, everybody's idea about agentic
AI ends in transactions.
And so that is the next thing.
That's how everybody makes money.
Everybody understands how to make money off payment processing.
We can kill the web as long as payment processing exists.
is fundamentally what a lot of these companies are betting on and fine with.
Every day a new startup making payment rails for agentic AI gets its $30 billion wings.
Like, that's that is the, that is tech crunch every day in some way, right?
Yeah.
And fine.
And by the way, no shade of tech crunch.
That's just the business they're in of companies talking about their pending announcements.
But you see that news, all the money flowing into rails for agents across different things.
And right next to it is, are we having?
good experiences? Are we getting better information? Is the deal that all of us on every side have
made with Google that it would organize the world's information in a compelling way and useful way?
Is that being upheld? I don't know the answers to this. And even in their earnings, they didn't
quite hit on search, right? There's like a little bit of a miss on search. Yeah. Yeah, like barely.
It was a very funny thing. They missed by like a hundredth of a billion dollars, which is it was a very
tiny miss in the scheme of things. But like, again, Google search has been
growing like crazy for forever.
This business has been immune to everything.
And then you have Google coming out and saying,
we're spending way more than we thought on all of this AI stuff.
Our compute costs have gone crazy.
We're kind of becoming a chip company as much as anything.
Like Google has changed as a business so much,
and it's betting on so many things in so many directions,
and there's a perception that Gemini is behind.
All of that is okay as long as search continues to be search.
and any teeny tiny like hole in that case starts to look like a big scary problem for Google.
And so when they report these earnings, they're like, oh, look, we're going to spend $200 billion this year on AI-related things.
And also our search business is not doing as well as you thought.
Even by this much we're not doing as well as you thought.
And everybody panics because it's clear.
And Google even alluded to this in their earnings call that they see some pain in the transition to basically.
basically how do we make money from AI?
Because, surprise, they don't know because people don't click the links.
This is what I mean, right?
Like, when I search best lawnmower, Google relies on the fact that a lot of people will
click the link to the sponsored site for the lawnmower.
And if Google has built a thing that has trained people to not click any of the links,
it has a problem.
Like, Google is creating a world in which its own best business model doesn't work anymore.
And Google will tell you that people click the links, and I can tell you from my own
experience and from all of these publishers and from fucking Reddit, people aren't clicking the links.
They're not.
And they also hate the AI spam that is infecting all these sites.
Right.
Because the spammers are trying to get themselves in AI summaries on Google.
We have a big story coming out from Mia Sato about AI spammers attacking Reddit every single day.
I mean, I see it.
And Reddit mod's having to fight back.
I'm really excited about that story.
I think that's going to play out next week.
But the problem is the incentives to put information on the web are getting away from.
from Google in real ways.
And so the web is getting polluted.
Google's best resource for ages
has been their index of the web.
Yeah.
Right?
That's the thing that they have
that no one else can compete with.
There's the Bing index of the web,
which isn't as good.
No one else has an index of the web, right?
But it can compete.
So Google search was the dominant winner.
And because they had the best index of the web,
the Google search interface was the dominant winner.
Whether or not you thought it was good
or getting worse over time,
even though it was getting worse over time
because SEO was destroying the Google search interface.
Chat ChbT shows up in 2023 and says,
what if we just told you the answer?
And I think this will go down
as something Google really has to reckon with.
They changed Google search
to look almost exactly like its disruptive competitor.
Yep.
Right?
So you enter an AI overview.
Now you're just chatting.
That is exactly the same interface as chat ChbT.
It's exactly the same interface as Claude.
It's exactly the same interface as GROC.
Everyone is just giving you answers
in pretty much the same format,
stealing all the same information
in exactly the same ways.
Now Google isn't differentiated
because it doesn't have
the best interface on top of the best index.
It has the same style of output
as everyone else.
What are you going to do?
And that index isn't getting better.
It's actually getting more and more polluted
with AI slot.
Right. And it's potentially going to start
hemorrhaging some of the actually
useful sources of information
who no longer feel like it's a good trade.
You can just see how this
starts to turn on Google
in kind of a death spirally kind of way
that the worst Google search gets,
the worse it will get.
Do you know what I mean?
That I believe, you know, the answer,
and here's my optimistic case,
the answer for all these companies
is to start paying for information
in a way that keeps that information
away from their rivals.
Sure.
So if all the publishers quit
letting their sites get indexed by Google,
the first company that will show up on their doorstop
is OpenAI.
You don't want to be indexed by?
Google, we will pay you a bunch of money to be indexed by our new web search agent, which will do whatever it's going to do. Great. You know who will pay more money is Google. Sure. They have more money. They're a more stable company. They can probably make the economics that work in different ways. But that is, I think, good for the ecosystem. But then you're putting yourself in the same position that Reddit is in now, which is to say, we've given you all of this data and what you're giving us back is essentially neutering the traffic to our site. No, what they're saying is what you're giving us back is not enough money. Maybe.
Maybe. But then what you're arguing is at the end of this road, everyone is just in the business of providing stuff to AI indexes. And I think that is bleak. And I hope that's not the answer, but there is probably money on the way down in that answer. And this is, I mean, this is the thing that every publisher is going to have to stare hard at right now, right? Is do we want to take the money out on the way down, like in the way that a lot of people took a lot of money from Facebook to make video that no one ever watched and it all eventually fell apart? Do we want to do that?
again, knowing that at the end of this, we have essentially obviated ourselves out of business
by training people to use a different product to access our information. Or do we need to
completely pivot the way that we have thought about what our thing is and how people find it
and access it, which for 20 years has not been the media's strong suit. Yeah, David, you've met
these guys. You know which one it is. I'm like, Google Zero is coming. And they're like, no, it's not.
That is five years of my life.
I started a news startup in 2019, and one of our very first conversations, a very important person who I will not name, said, what if we don't even have a homepage?
Who needs homepages anymore?
And I don't think we've learned a single lesson as an industry since that meeting in 2019.
My one piece of tiny pushback on this is they all did just get burned, right?
These organizations, they've all gotten burned.
Yes.
The thing came true.
The thing they did not want to believe would happen.
Absolutely.
The traffic numbers are pretty staggering.
There's a chart in that Wall Street Journal story
showing how much people's traffic are down.
And it's like, it is the sort of thing
that it has become absolutely unignorable
for everyone in this industry.
You might say that Google traffic has gone to zero.
Somebody should really, there's a, there's a term,
traffic zero, maybe we'll call it.
What do you think?
But it happens.
So now I've got to do something.
Yeah.
And if the outcome here is,
it is economically viable
to employ.
people to make the raw information that gets fed into AI engines that people use to summarize
it all, at least there's an economic incentive to make new information. Right now there isn't
really one. Like the information itself isn't valuable unless you're selling something. And the whole
world being lists of great products to use on a hiking trip sponsored by REI is just the bleakest
shit possible. Yes. So if we do get to a place where in some roundabout way of payments,
reporters exist, that might be fine. But I don't know which way it's going to. I think we just might
disagree on the degree to which it's optimistic to suggest that the best possible case for a reporter
going forward is to feed data into chat GPT, even if it's new data. Do you know what I mean? I don't,
I don't know that I find that as blissfully rose-colored as it sounds like you do. Well, if you know
any media CEOs who are interested in product innovation. You give me a call. Looking forward to that.
All right. We should take a break. And then we've actually got a bunch more AI adjacent stuff to talk about.
So we'll get into that. We'll be right back.
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All right, we're back. So we have a bunch of AI news to talk about. There's no sort of big
broad theme here, but just a bunch of stuff going on.
We should talk about it.
But, Nealai, I genuinely need you to explain this first one to me because either there is
something about this story I don't understand or I am going to melt down in an aggressive
way on this podcast in a couple of minutes.
Can you explain what happened between Open AI and Hugging Face this week?
I do like the way to say Hugging Face a lot.
Hugging Face.
A company I don't know anything about.
What actually is Hugging Face?
Hugging Face is like a platform to store AI models and it's a GitHub for AI.
Okay.
And that really implies that people know what GitHub is, but it's the Virchcasts audience.
Yeah.
Do you know what I mean?
It's a place to put things for AI.
It's a place to put things and collaborate on AI stuff.
And lots and lots of people use it and it is a central source of truth in the AI community.
So there's hugging face.
Open AI is testing GPT 5.6 sole on cybersecurity benchmarks.
There's one called XPoint Gym.
And they basically said, go figure it out.
Find a solution for it.
And the model broke out of the sandbox it was in.
And it went and broke into hugging.
Fing face and stole the answers.
This is as reductive as it gets, but it stole the answers to the test.
And it's not supposed to do that.
Hugging Face says its own AI agents detected and stop the breach.
They're now trying to spin this as a partnership where there's actually a partnership
to solve it.
Who knows, but they're investigating everything.
They're going to bring it to some kind of conclusion.
And you really have to either believe that the models are so capable they can evade
open AI's own systems, and that we're all in danger all the time, or that maybe Hugging Face,
it was too easily breached. There was no social engineering, which is like a good and
important thing to note. If you're the sort of person who cares about the model, like, tricking the
CEO of Hugging Face. Inputting his password. Yeah. Okay. But here's the summary here. In one example,
the model chained together multiple attack factors, including stolen credentials and zero-day
vulnerabilities to find a remote code execution path on the Hugging Face servers.
It stole the answers to the test.
How much do you want to overreact to this is like, it is up to you.
Can I tell you my personal choice?
Yeah.
A lot.
How is this not like a screaming five alarm fire about what these models are capable of and what they can do?
Hugging Face is saying, oh, isn't this adorable, they came and hacked our system and stole the answers even though we were just trying to prevent them from doing so.
And open AI is like, oh, look, how adorable.
We hacked into install their information.
And it's like we're just supposed to think this is like a normal okay occurrence because everybody is just trying to laugh it off and pretend it's fine.
This to me is absolute disaster on all sides.
This means hugging face has a problem.
This means open AI has a problem.
This means these things can do the things that they keep promising us.
They can stop them from doing.
Like this is, they kept putting guardrails on mythos and calling it fable and everybody's like, well, we can just make it mythos again.
Like the idea that these models can either be.
put on rails by the company that makes them
or forced into a box by the companies that employ them
is clearly not correct.
And for all of us to pretend that this is just a delightful, silly thing that happened
is not okay.
It turns out I do understand this story
and everyone needs to be angrier about it.
Do you want me to make it worse or do you want me to make it better?
Let's go with worse and then better.
Let's end in a happy place for David.
All right.
So worse is, it is true that the models keep getting out.
Right?
Like, Open AI was not in control of its own model,
and they didn't even detect that it was doing this,
even though it was in a sandbox.
And by OpenA as account, which we have to trust,
the sandbox had no external connections.
Like, aside from being able to download packages to the sandbox,
the model should not have been able to have network access,
and they blew it.
That's straightforwardly.
That's bad.
That is bad.
And so, we gave it nothing and it did it anyway.
It's not good.
Right.
And then you can make it even worse.
You can say this is what you would call the paperclip problem
where you tell the machine to make a paperclip
and it vaporizes the human race and turns it all on the paper clips
because it's just doing what it's told,
which is to get the solution to the problem.
Which, by the way, it cheated.
And I do want to point out that it cheated on the test.
It didn't look at the problems and solve the problems.
It was like, I can probably steal the answers
and it went and did that anyway.
So this is all bad.
Yeah.
Okay, here's how I can try to make it better.
Okay.
This model in the testing environment had no guardrails at all.
So it would not be the model that is deployed to any normal people or any normal customer outside a very select set of security researchers or whatever we're going to come to and whatever regulatory framework will eventually come to.
So it is true that this all happened, but this model is the guardrail free model.
I don't know if I made this better.
So what you're saying is this will all be fine once we have a completely rational.
and thorough regulatory system
for artificial intelligence in this country.
Like I said, I don't know that I made it better.
I'm just pointing out that this is the model
of any guardrails.
If I'm the CEO of Hugging Face,
am I not sitting in my office going,
gosh, it's good that Sol didn't decide
that the best thing to do was burn my office down
in order to get, like, I just,
how is either everybody is lying
and these things are vastly less capable
than we think and everybody is just trying to make
marketing moments out of,
cybersecurity disasters, which is weird but sort of a thing. Or everyone should be more alarmed by
this than everyone seems to be. And I really think both of these companies are trying to pretend
that this was not a terrifying overreach by an AI model and a terrifying lack of protective
ability by hugging face. And everybody has real incentive to try and save face here. So they're
trying to just lock arms and laugh it off. This feels bad to me. Maybe I'm missing something.
If I am missing something and you are a more sophisticated AI person than I am, I would love to hear from you.
Vergecast at theverse.com.
Tell me why I shouldn't be at like complete run around the neighborhood screaming levels of panic about this because this is where I am.
Enough with this one.
I'm feeling bad enough as it is.
Let's move on to another AI thing that frankly won't work nearly as well, which is that Substack added an AI detector to theoretically figure out which of you.
or many, many newsletters have been written by AI.
I should say it's powered by Pangram,
which we had a whole Vergecast about last week
with Jake Castranakis.
Really good.
Pangram is sort of the one tool in this space
that most people seem to agree
actually works at detecting AI.
My immediate reaction to this from sub-sac
is just kind of what a self-own
to have to roll this thing out on your platform.
But what do you think about this, Neely?
All the distributors of content,
all the platforms, if you will,
are stuck in a trap where they're getting flooded with AI slop.
And many of the platform owners are also purveyors of AI
or invested in AI companies or have taken an investment
from VCs that are heavy on AI and they're stuck in the middle.
If you're Google and you're on YouTube and YouTube is being overrun with slop,
you have the finest of lines to walk.
You cannot say the output of Google's AI tools are bad,
but everyone hates the slop.
Meta is caught in this trap.
Substack, the startup, I have a lot of feelings about substack,
but all their VCs are like heavy AI guys
and undoubtedly publishing AI slump.
This is the challenge for every platform right now
is you have to somehow embrace the fact that AI is coming
and people want to use AI in whatever way they want to use it,
and people hate the slump.
Yes.
And you have to detect it and you have to tell people to turn it off.
And what are you going to do?
And they keep trying to pretend
that it's not about getting rid of
the stuff that sucks that no one wants.
But it's just about transparency
and helping people understand the difference.
Here's a quote from Chris Best,
the CEO of SubSack.
He says,
the core problem is not people using AI
or the quality of its output.
Strong disagree.
But let's keep going.
The problem is when there is a mismatch
between a reader's expectation and reality,
especially when they unwillingly invest their attention
in something with no human thought
on the other end.
That's Claude Fishing.
I want to say A, Claude Fishing is an excellent term.
And kudos to Chris Best.
Got a throw on to Chris.
he and I have beefed, but I'll give him cloud fishing.
It's excellent, and I will use it.
This is not correct, right?
Like, the idea that actually what people want is, is sort of separation of two good things is not at all actual reality.
What people want is a way to not have AI in their feeds.
It is, people don't want an AI feed and they're not AI feed.
Sora did a really good test of if people want an AI feed, and the answer was they don't.
Meta did a really good test of whether people want an AI feed, and the answer was they don't.
People want a non-AI feed.
And all of these things are designed to get AI out, but for all the reasons you just said, they can't say that.
And they're stuck.
Let me ask a question of you and by extension, Chris Best, the CEO substack.
He's here right now.
I can get him.
What is an automated system to delete content that people find offensive, if not content moderation, Chris?
Would you call that content moderation?
Uh-huh.
Would you say that it's weird that you are more permissive of outright?
racism and Nazis on your platform,
then the output made by
Claude. Oh boy.
The core problem is not people being Nazis
or the quality of their output.
The problem is when there's a mismatch between a reader's
expectation and you can just put it
all right there. You just can.
Is it content moderation?
Is it the ability to detect
certain kinds of content and make
sure it does not find an organic audience
because the people don't like it?
This is a really interesting question actually.
So, SubSAC, relatively famous,
has been very hands-off on this front.
Famously to my face.
Famously to you.
Yeah.
A clip that has been seen by every person on TikTok at this point.
But look, sincerely, I think reasonable people can disagree on how substacks should
moderate the people who write newsletters on its platform.
Feel that way, however you want.
Sure.
The idea that it was actually willing to take a step this drastic, and in a time like this,
with technology like this, this is a drastic step.
to say we are going to loudly announce that something is AI.
It's a big step.
What do you think it means that substack actually pushed over the line to say we are going to do this in a way that they have not been willing to before?
One, I am not as high on pangram as everyone else's.
Okay.
Whether or not they can actually detect AI text at scale over time using more AI.
Just a big question mark.
I saw a thing on threads the other day that was like,
here are 12 prompts to make your AI writing sound less like AI.
See what I'm saying?
And it's just like, oh, right, this is the cat and mouse game forever and ever and ever and ever.
This is just one problem.
Maybe more existentially and more depressingly,
the market has spoken,
and it is clear that the market will reject AI content more vigorously
than it will reject outright racism and outright sexism.
I don't know how to feel about that, right?
Like, maybe you should just let it all ride.
I have a lot of feelings about Substack,
just surfacing Nazis over and over again,
which is a problem that just keeps repeating itself.
Yep.
And just to be totally blunt,
substack has built very, very good content moderation systems.
They have them.
They're not hands off.
Yeah.
They have them for a lot of reasons.
They have them for copyright infringement purposes.
They have them because there are some stuff
they will not put in their recommendation system.
They've built it.
all. It's all there. And now they're using it to filter and moderate AI content. They just added
another category to their existing content moderation infrastructure. And the market has not
demanded that they use that infrastructure to moderate, like outright racism. And I, you know,
maybe that's just the internet. Maybe that's the world we live in. Maybe that's 2026 and dark woke is
going to make its comeback whenever it makes its comeback because pendulums do swing back. But this part of the
information ecosystem is much more tolerant of one thing than another. And I do think it's very
notable that an ecosystem that will tolerate some horrible speech seems to have no tolerance for
AI. And that is, you know, do you talk about data center protests and have the negative public
perception towards AI? There it is again. We will have outright racism and sexism on these
platforms that will occur no penalty them. And the usage numbers will keep.
keep going up. They will steal all of your information. They will invade your privacy, all that stuff.
Targeted advertising will come at you. They will have problems with children and all the stuff that
they do. None of that hurt them. But people hate AI content so much that we're going to build
in the filters. Huh. Huh. Yeah. Yeah. Can I offer you the funniest possible counter example?
Sure. What if you did this in the exact opposite direction? That's what's going on at Prime Video.
on right now.
So there is this great Reuters story that we quick posted about earlier this week,
basically saying that they're going through a big reorganization of the way that Prime Video,
the actual platform works, and rethinking the way the homepage works, rethinking the discovery
systems, the personalization systems.
And apparently Jeff Bezos himself has shown up and demanded, from what it seems,
just more AI.
He says, do more AI to it to the Prime Video.
team appears to be what's happening here.
Like make the inner, like vibe code the interface?
No, I think what's happening is they seem to be wanting to make it much more AI programmed
in a really interesting way.
Like use more AI, presumably Amazon's AI to do more personalization, to do more algorithmic
recommendations.
Presumably there will be a million powered by Alexa things on that.
I don't know.
He just like there's a thing.
we posted that there's an image
that Prime Video is using to promote Death Race 2000,
which is very obviously AI generated.
So maybe that's the future too.
Instead of we're going to get personalized posters
for every title generated with AI.
Like this really has like Sergey Brin
coming back to Google and demanding to AIify everything energy to it
where Bezos is like, take Prime Video on AI.
and we just, what if we put more AI in front of people?
Which in a moment where AI slop is filling up all of these platforms everywhere
and people are aggressively fighting against the use of AI,
particularly in movies and shows,
this is a very funny energy to be putting into your streaming service right now.
There's a Lauren Sanchez joke here and I can't find it.
And maybe I don't want to.
Maybe the future of this is every one of the posters is AI generated
and Lauren Sanchez is in every one of them.
She's flying a helicopter over here.
I'll set that aside.
You can send me the jokes you want.
It does have that AI has a marketing problem energy to it.
People would like us better if we would just show them more AI,
which I hear from every corner of this industry.
And it also, there's probably some amount of prime videos interfaces already,
just like a carnival?
Sure.
Like, it's already just trying
to sell you so much stuff.
It might as well just try to sell you some more stuff.
Amazon has always just been the least concerned
about taste or class
in its video streaming interface.
Very much so.
Like, it is just the most capitalistic hellhole
that has ever existed in the history of television.
And so, of course, he's like, I don't know,
use AI to do more recommendations
of the last thing you saw on Amazon.com
and make that shoppable.
I could not tell you what this actually means.
but it is very good that it's just going to be loud and stupid all at once.
And maybe that's the joke.
Maybe.
I do think there is a real energy behind a lot of this stuff that suggests all of these people think that all we need to see is more examples of how AI is already making our lives better.
And if you were just confronted with how great AI is more often, you would learn to love AI.
and I just don't think that's true.
I mean, the confidence with which this is repeatedly said to me is off the charts.
If only people could see, it's if you had three great use cases and then you're an AI convert for life.
And it's like, have you looked at the polling data?
I know.
Well, and I think about this next to things like letterboxed, which there have been all these rumors that somebody's going to buy letterboxed recently.
there is this big push happening towards recommendations for movies and TV shows,
and people wanting them to be human, right?
Like staff picks are coming back.
People want the experience of having another person tell them what is good.
Letterbox is so important because it has lots of data from actual people telling you what is good.
And there is just this rebellion happening against what I don't want is a personalized list of movies
that are perfectly tuned to me
and then actually movies that you made
because of that data you have
about how to perfectly tune them to me,
people understand
the pipeline that is feeding this slap to them
and they want out of it.
And so what we're getting
is just louder AI recommendations
from Amazon Prime Video.
Sure. Why not?
Knock yourself out.
I do like that he looked at all of Amazon.
He's like, I know where to put the AI.
I know where.
What's the ugliest own page we have?
How do I put some more stuff on it?
Do you want to talk about this meta AI detection system before we go?
I know you love an AI detection system.
Do you want to talk about this one before we switch gears?
I mean, it's the theme of our little segment here, is can you find it and can you kill it?
Can you predator of the AI?
Yeah.
Could content seal meta's tool have stopped 5.6 soul?
I'm going to say probably not.
No, definitely not.
So shout out to Jess Weatherbed, who is on our team.
I long ago told Jess that her beat was creators and creativity and creative tools,
which in the age of AI has meant she knows more about the systems to detect AI content than almost anybody alive.
Yep.
Apart from the people who are making the systems.
But I think that she knows more about these systems than the people who made content seal at meta.
You can go read her story.
She has spent more time reporting on.
C2PA and content authenticity initiative and Google's Synth ID.
She is in the weeds of these things.
The reporting is great.
And she saw that META was announcing this.
And I think we have the only story that's like, what?
Because she understood that the only rational response is what.
So the entire industry is basically coalescing on Google Synth ID, which is an invisible
watermark over images and videos that is pretty hard to strip away.
and a lot of people want to use Synth ID.
So Apple's going to use it.
They announce it at WWC.
Open AI is going to use it.
There's another standard called C2PA
that promotes content credentials.
Met us on the board of C2PA.
So is Google, right?
So is Google.
Yeah.
I mean, these are like evolving.
There's a lot of complication
about how they word killer.
It doesn't matter.
There's just a lot of this going on
in the world already.
Standards that exist.
And a lot of the arguments for these standards
are they needed to exist so they exist.
We're all going to use them and all get better.
Right.
And importantly, they're only really valuable
if the distributors of the content,
if the platforms use them.
Right, which is an important reason
to only have a couple of standards.
Right, so everybody understands
that all the images are being labeled the same way,
and then the content provenance
is being labeled the same way.
Like, it doesn't matter if you open up X
and you don't see the label,
then it doesn't matter if the standard exists or not,
and maybe X will never show the labels,
and like, here we are.
This is the whole problem these standards.
Anyway, meta introduced a new one called content seal,
and it does not work with any of the existing standards.
It doesn't work like Synth ID.
Meta has not built
any of the tooling for people to detect it. Meta's own detector is rate limited. So even if you
get images that are labeled in Content Seal and you try to detect them, they will stop you and
partially this is for security so people can't reverse engineer it. They're not using it on their own
platforms. It is just, it's malicious compliance. This is like Stalantis making hybrid jeeps to sell
gas jeeps in Europe. Like, it is that thing exactly. It's the Ferrari luce of content standards.
Brutoff.
Do you know what I mean?
Yeah.
Like, look, we made an EV.
We're so proud of it.
It's to get around to E regulations.
100% what content seal is.
Super cynical.
Meta answered some of the questions on the record,
didn't answer some of her other questions on the record.
Why are we doing this instead of using the already existing standard?
It's because meta does not want its AI images to get detected and filtered by other people's systems,
which is what will happen if you give people the tools to turn the AI off.
Yep.
I think meta is also not super eager.
to filter it in its own systems.
Like Adam Sairi has been on the record saying
we don't want to filter out AI content.
That they are also like Substack
interested in letting you know what's what,
but not letting you filter it out.
And if you actually do a good job of telling people
what's what, they will filter it out
and they will demand a way to filter it out.
And so meta is actually in a weird way
sort of incentivized to not have a system that works.
And this is a particular problem for Instagram
because every photographer of any note,
he uses tools that now have a bunch of AI in them,
not even necessarily generative AI.
If you use de-noise and Lightroom,
you're right up against the line of what AI is,
and you should probably label it
because the AI is inventing some pixels,
but it is just denoising an image.
Yeah.
Should you be punished for denoising an image
using the most data-of-art denoising tool that exists?
I don't know.
I do it without any regard for any...
anything anymore.
Like maybe, maybe.
Yeah.
Should every piece of advertising content ever to be made in the modern era be labeled
as AI generated because it has all gone through Photoshop and someone somewhere has
undoubtedly used generative remove?
Well, and increasingly all of those companies are just going to happily make AI
slop advertisements about everything all the time.
And in fact,
all the time.
That is fundamentally the new business model for meta and Google and everybody else is
just make her creative with AI.
target it with AI and we'll solve all of your problems with AI.
I'm going to tell you the CEO of Adobe,
Shantznyn Iron, who is retiring,
and he should come back on Decoder and tell me who's going to be next.
That'd be great.
He was on Decoder, and he said the generative fill and removed tools in Photoshop
are being used at the same rate as layers.
Which means literally everyone is using them.
Everyone is using them all the time.
I mean, that's their stat.
You can believe it or not, but that's what Adobe is claiming,
and this is the problem for all these labeling tools,
because if you overapply them, everyone gets mad,
if you underapply them, everyone gets mad.
And meta is like, what if we made a fake standard?
No one uses and then claim it exists.
Pretty cynical.
Yeah, it's rough out there.
Where is the AI goes up right with where is the computer
in foundational Virgast questions going forward?
All right, that's enough AI for now.
We've got a bunch of gadgets and stuff to talk about.
So let's take one more break.
We'll be back.
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Gregus believes in the art of living in choosing the pleasurable over the practical.
It's why we craft our premium vodka in France using pure spring water from Gensack.
And why you hear the celebratory pub of our quirk reminding us to make every
martini cocktail count.
So go on and make
every moment count because
there's no better time than now.
Griegous, make
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Sit responsibly.
All right, we're back. It's time now for the hype test.
Where our friends, Ross,
and Ashley, come and tell us about what's cool
in the world. This one is unsponsored,
which I'm telling you, because at some point in the near future,
that will not be true. But for now,
it is unsponsored. And today it's just Ross.
Ross, welcome back.
Hey, yo. Welcome to Flavor.
Time, buddy. Welcome to Flavor Town. How you doing? I'm Guy Fierry. Diner's,
Dyners, Diving, Dives, Dives, Dives, Dives, Dives, and Dives, and Degers, Diner's,
drive-ins, dives, and devices. There's something there, you guys. There's something
there. This is your hot one, so you're welcome.
We're going to take all that sponsor money. We're going to pay it directly to Guy Fierry.
What are we doing here?
Guys, you'd like to sponsor us. That'd be great. I don't know if the Food Network is
podcast advertising at this time.
We're open to it.
Welcome to Flavortown is a thing
I am willing to say every week for enough money.
Ross, what do you have for us this week?
All right, this week, I am
going to make the case for
being hyped about Avengers.
Stay with you.
Nope.
That was not the pitch I received
when this began.
Okay, so let me back up.
This week, Marvel has finally released
the first public trailer of Doomsday,
along with ticket presales for both the standard
theaters and Infinity Vision,
which is it's kind of iMacs-like premium large format.
They can't get iMacs, so they made their own, basically.
Can we just pause on this for just...
Yes.
So one could call it Infinity Vision.
One could also call it lies.
Is that a fair...
Well, to me, IMAX right now is like an ever-escalating series of lies.
Fair.
There's like proper IMAX, and then there's like fake IMAX,
and there's like levels of fake IMAX.
then there's Zach Snyder, IMAX,
which is just 4-3 gray scale on HBO Max.
I don't know, man.
Go ahead.
Tell me what Infinity Vision is.
We are all learning IMAX formats in real time
as we're trying to get Odyssey tickets.
Infinity Vision is, though, just to go to that for a quick,
it was announced in April during Cinemacom,
which is where all the theater owners get together
to get presentations.
This is Disney saying we are making a certification program.
It is premium large format.
It's going to give you that kind of like exclusive
of iMacs-like experience.
They're obviously not saying IMAX.
But it's not out yet.
Certification is kind of in the works.
We know there's going to be 75 such theaters in the U.S.,
300 international,
which kind of sounds like a lot,
but to your point,
you have almost 2,000 IMAX
or IMAX-esque-designated systems worldwide.
So it's a smaller footprint.
This is what I mean about it's like.
True IMAX is, what, 40 theaters in the whole world?
Something like that.
It's 41, which is a number that I have seen
lots of places recently.
Everybody is all of a sudden very aware of the map of 70mm iMacs theaters.
Very much so.
But we haven't seen it in action yet.
We're not going to, I think, until September.
September is when Marvel's going to, or Disney's going to re-release Avengers Endgame Encore,
which is in-game plus a few more minutes of footage, a new post-credit scene, because, of course.
Didn't you say you were going to make a case?
I am going to make a case.
I got to get to the Infinity Vision.
I can't justify Infinity Vision, but I will justify.
doomsday because the trailer's out and I think there's a lot of takes on it, particularly online,
that's kind of meh, it's nostalgia bait. But I do want to just do the numbers argument real quick.
The trailer had over 500 million views in the first 24 hours, which is the second largest
trailer debut of all time. More importantly, though, it got $16 million in ticket pre-sales in
the first 24 hours. That is the third biggest pre-sell since COVID, behind only the Spider-Man
films. I do think the online reaction is pretty met.
I think the trailer reaction is in many ways justifiable.
Trailer should be an art form, and this is not what I would call a piece of art.
We got a great comment on the site about the trailer that was like,
Marvel has done The Impossible.
They've made a whole movie about people looking at things off camera,
which feels exactly correct about the trailer.
It does, because the trailer in many ways feels like homework, right?
It's like, remember this, remember this?
It's Ready Player One, the Avengers experience.
Do you remember this guy?
Do you remember this guy?
Do you remember this guy?
Listen to this music.
Needle drop, this guy?
Like the whole...
And at the end, another guy appears.
Oh, my God.
Let's not forget.
It's Robert Danny Jr.
practicing this kind of faux Eastern European...
In the universe is called Lot Varian's a lot variant accent.
Sure.
But yeah, it is a lot of people.
And I think what Marvel is doing in many ways is kind of like the kind of regressive nostalgia bait.
You love these people.
Chris Evans is back.
We don't know why.
He just is.
Remember this guy?
Remember that guy?
something. And I think there's a lot of places to be cynical, but clearly with like the audience,
while angry online, is there and willing to give Marvel another chance. And I do think there's
this lot of pent up from the people who kind of went into it loving in game and then just tapered off.
And I'll admit, I'm one of those people. I sat through 29 hours of Marvel movies and live blogged
it for the verge. I was just at AMC theaters and Upper West Side losing my mind and then writing about it
and getting paid to write about. So first of all, thank you for that.
It was wonderful. It was a great experience for everyone.
Wonderful. I've lost three years of my life on the other side, but whatever. We made the content machine go.
But I do, you know, I think I'm hopeful that and the reason they're going back to nostalgia bait is because this is the, hey, just forget about everything that's happened in the last five, six years.
We're going to go back and kind of cap off not just the Marvel MCU, but also kind of like that Fox X-Men kind of like, let's just remember that happen and kind of give it the proper send-off.
It's a real let's remember some guys
kind of energy.
It is.
I just want to point out
they already sent off
the Fox X-Men in Deadpool
that literally that movie
was like goodbye to this.
Well, so wait,
this is actually my question about this.
There was a montage sequence at the end
that was literally goodbye to this.
Russ.
I think they ran time of your life.
They did actually.
Yes, they did.
You can't come back from time.
You can't ungraduate from high school.
Neil, at first they killed half of them
and now they're back.
Like, they can do anything they want.
Well, okay, but Professor Xavier has died on camera for a film like eight times at this point.
I'm sorry.
The argument that I heard here was they did a fake IMAX and a lot of people watch this trailer.
Wait, so, okay, Ross, let me ask you a question that I think is at the center of what I'm trying to figure out here, which is they tried to do this thing where there was one era of Marvel that ended and then there was going to be a new era of Marvel with new stars and new characters and new movies.
and that none of that worked.
Like it didn't, it just, it all sort of died with, with the original characters.
And this movie seems like a good idea in the sense that it is an admission that that first
era everybody liked and kind of nobody came along with them into the second era they were
trying to build.
So they're just going back to the first thing.
They paid everybody a lot of money to go make the old kind of Marvel movie with the old
characters that everybody liked. It's probably going to work, right? Like this, it feels sort of cynical
and sad that this is what it's come to, that like, it turns out everybody liked Robert Danny Jr.
So we're going to give you more Robert Danny Jr. Is it as simple as that? Like, we're just going to
pretend that the sort of second era post all of these characters didn't exist and just go back to them
again at much higher salaries? There's size. Jesus, $500 million to do two movies. Unreal.
Congrats, Robert.
Congrats.
I think there is, in a extent, there is a little bit of that,
and I don't necessarily think it's terribly a bad thing, right?
This is not a movie that's designed to win an Oscar.
Sometimes a theater experience is just spectacle, right?
The Odyssey is a good movie, but it's also just a spectacle.
And I think in many ways, that's what Adventurers is being set up to do.
Just go have fun in the theaters and enjoy this moment.
You know, if you want to get into it, obviously, it's not enough time for this.
Like, the three biggest sins of Marvel's history, I think one is the,
Disney Plus stretching their creative so thin that they just couldn't figure out to do and they put too many characters in, right?
They lost the focus. Number two, I think unfortunately COVID changed a lot of creative plans and they kind of struggled to kind of band-aid together, you know, some kind of cohesion because everything must be connected.
And three, I would argue that acquiring all the Fox IP back meant we have too many toys, we don't know what to do with them.
And I think this is in two ways, it's the spectacle that people want. Like, let's just have something fun on screen.
Remember the good moments. It is just a nostalgia play and I don't think this is inherently a real.
wrong thing for what it will feel like in theaters. And then also the, we're just going to move on
after this and try to taper things. That's the hope, right? That is the hope of we're just going
to try to get focused or just toss a lot of these toys away. We'll pick it back up in five minutes.
How many times must we kill the X-Men? We're like, we're sending back in the time. Now
they're young X-Men. We're going to kill them, too. Old X-Men and young X-Men die in the same.
But now they have the original comic Spandex to die in. So you get to watch James Marsden in blue tights,
Again, I was told that this would be making a case.
I will say, just in defense of Robert Downey Jr.,
he talks real fast, and so words per minute, it's a deal.
I appreciate the doomsday spec sheet here.
As a fellow fast talker, that's kind of the...
To me, the whole thing here is, like, just to go all the way back to the beginning,
the whole reason Infinity Vision exists is because Marvel lost all of the IMAX screens
to Dune Part 3, which is going to be.
to be a vastly better and more interesting movie that I think is going to absolutely just eat
Doomsday's lunch.
Oh, that is a take.
No, no way.
We're way over.
We've got to be done here.
But no way.
I think everyone wins.
Here's what I think.
That's just a lot of more cool shit to watch in theaters.
And that's great.
It is about to be between Dune and Spider-Man and Doom's Day.
It is about to be a pretty fun, like action superhero nerd movie fall.
And I'm pretty excited about it.
Yep.
Are you excited about Spider-Man, Ross?
Brand new day into it?
Very excited. Very excited for Spider-Man.
There's Comic Con is this weekend for nerd journalists everywhere that was that Marwell's at the big hall-age presentation.
They do a lot of promises. Those promises shift because of COVID and business realities.
But it is going to be just interesting to see like how Marvel does it.
Kevin Feigey currently is on an apology tour for a lot of stuff they've done before.
This is their positioning of trying to be the underdog going into it.
I don't think that necessarily works when you're a company this big.
But I do think it is interesting to kind of watch the tea leaves and see, you know, there's enough people who are who
willing to give you that chance, and let's just see if you can actually deliver on it.
I love the optimism. And just so everyone knows, if you pre-order tickets for Avengers Doomsday
now and then the movie is terrible, Guy Fieri will personally refund you your ticket money.
He's going to sponsor this show by buying everyone tickets to Avengers Doomsday. It's
I did always wonder what would bring the verge to its knees. And the Guy Fierry lawsuit was a
dark horse.
Here it comes. I'm ready for it. This is the way I always wanted to go. All right, Ross, good to see you.
Thank you. Thanks for coming.
Cheers, y'all.
All right, now it is time for America's favorite podcast within a podcast.
Brendan Carr's a dummy.
Yeah.
All right.
That just gave me very intense, and I mean this is a compliment,
day rave at a Vegas pool energy in a way that I really enjoyed.
Oh, I had lowrider cruise.
I think that's roughly the same energy.
It's in there.
You're like, you're bouncing up and down in a Camaro.
I'm, like, kicking it in a cabana.
Yeah.
You're a knowledge of low-runner culture.
It's completely just, like, offensive.
I don't even, what?
I'm very sorry.
That theme remix was from Chris Swick, who said,
and this is a very good part of this email,
says no AI was used, not a fan of AI.
Everything was done in Garageband, big fan of Garageband.
We love to see it.
That's very good.
Nelai, what did Brendan do this week?
Brendan, man.
We actually have a clip this week.
So if you'll recall, last Thursday,
President Trump gave a sort of rambly,
incoherent late-night speech
about election interference.
Sure.
You know, and then he referenced a bunch of documents.
Everyone looked at the documents.
And even the New York Times is like,
President lied about documents,
which is like a big step for them.
Like, none of it made any sense,
but the thrust of it is that the elections were interfered with
and he should have won in 2020,
even though that all happened.
And he was in charge of the government in 2020,
which is just a really,
real fact no one can hold on to.
Who was the president in 2020 is a real question that the Republicans of our country cannot
deal with.
Which has led to a full week of John Ossif TikToks.
Have you seen these?
Just him grilling people about whether Joe Biden won the election in 2020 and everyone obfuscates and he just asked them the question.
It's very good.
Anyway, so that was a speech.
Many networks covered it.
Many did not.
Even like Fox News the next day basically was like, well, that happened.
That was weird and they moved on to the next thing.
Anyhow.
As is their right.
Right.
They have First Amendment rights.
They are news programs.
They're also just like on, I think, in Republican, and also just like in the Republican Party, this is not a winner.
No.
Like, relitigating 2020 is not a thing they all want to do.
It doesn't win them elections.
In fact, sometimes it loses them elections.
Anyhow, some networks cover the speech in prime time.
Some networks didn't.
NBC and ABC did not.
Okay.
NBC and ABC are broadcast.
Guess who loves to infringe the speech of broadcasters?
Our boy Brendan Carr, whose FCC, nominally controls the rights of broadcasters using the public airwaves.
So he was asked on Fox News this week if it was acceptable for NBC and ABC to not air Trump's remarks in prime time.
Here's what he said.
I said, of course they should.
I'm Brendan Carr.
I'm the chairman of the Federal Communications Commission.
And they should do so because they have an obligation at the end of the day to operate in the public interest to serve the needs of their communities.
And I think making sure that people have access to significant presidential addresses is part and parcel of what all broadcasters should want to do.
There's been a lot of interest in Congress.
Obviously, we've got a letter from Congress asking us to investigate the decisions to do this or not do this.
And we're reviewing the letter itself, at least at this point.
and there's been a lot of interest in this,
so we'll see where it goes.
Okay, I have several thoughts.
By all means.
Thought number one,
Brendan Carr recorded this video
on like an iPhone 3G
from the quality of the thing.
Two, do you think you got an actual letter?
Like, do you think someone mailed a letter?
There's some Republican backbencher who's like,
you should arrest the Mickey Mouse
for not running Donald Trump and AB.
Like, sure, it doesn't matter.
This is all just like pretext to,
I punish you?
Right.
For speech I don't like.
This was thought number three is that this is very much reminiscent of
Brandon Carr saying we can do this the easy way or he can do this the hard way.
It's very clear he has no moves here.
Like he's not shy about saying what he's going to do when he thinks he's going to do something.
But in this case, he just kind of gestures at it.
He's just like, huh, we're going to look at this with sort of a meaningful look on his face,
which is very Brendan.
I mean, he can definitely incur costs and launch sham investigations.
Sure.
And bring the wrath of the federal government down on various speakers for not uncritically rebroadcasting the president's remarks on election interference.
Do you want to live in a country where definitionally the government says it is in your interest to listen to the president?
No.
That's not the country I was raised in.
Being able to ignore the president is one of the great joys of being an American.
Being able to just openly be like, no, I'm choosing to never listen.
to you is maybe the only quality of being an American that we all share.
It's a very funny time to remember that, like, we mostly didn't used to think about the president.
Yeah. Screw that guy. I don't know. Who is he? Get out of my face. Shut up. I don't have to listen to you is the most important thing. And right next to that, if you listen to what he says, being able to provide access to the important president's addresses is certainly in the public interest. There's so much access to everything Donald Trump says. Yeah.
There's so much access that Truth Social announced a new business line where they will give Wall Street traders early access to truth social posts because you can trade ahead of the markets based on whatever Trump says, which is just a remarkable kind of open corruption.
But like, that's how much access there is.
Yep.
You have to make a pretty big case that not carrying a speech on the broadcast airwaves that no one is watching.
is not in the public interest,
even though everyone who might otherwise receive broadcast television
almost certainly has a phone with YouTube on it,
and they're just one, like, sideways glance away
from receiving this address on all of the millions of other places that are carrying it.
The reason that he's doing this is to make it
so that anyone who has a big distribution platform
is scared of the government's power to restrict speech,
and that includes the internet platforms.
And mark my words, he will find a way to go from broadcasters to the internet
The second, it's proven that he has any power over the broadcasters.
I mean, you can see how this turns into Brendan Carr being mad
that this speech wasn't the first thing on YouTube's recommendations page
for everyone on YouTube in the United States.
You can just see it.
Right.
You open X, and it's that we love what Elon's doing with Starlink,
and we love that when you opened X, the president's speech was right there.
Yeah.
We really wish TikTok would do that, and we're going to call our friend Larry Ellison
make sure that happens.
Like, it's just, you know what your phone runs on?
public airwaves. You can see where he's going. Anyway, that's been Brendan Carr as a dummy.
Brendan, if you want to argue against the points I've made here or just come on this show and
introduce yourself in 240P, you're welcome to do it. You're welcome to do it. We can send you a camera.
You appear to not have access to the latest and greatest in technology. I would welcome the opportunity.
Anyhow, that's been Brandon Carr as a dummy. America's favorite podcast on a podcast.
It always just ends in the right.
I exit that headspace during that, and it's very helpful.
I'm told, by the way, we got a shout out at TrustCon,
which is like a trust and safety conference where people really care about free speech
and how platforms are so on, right?
So I appreciate that.
Amazing.
The Brennan Carr is a dummy cinematic universe is open to all.
We love you here.
I have a Ramigan update for you.
It's bad out there, Eli.
No gadgets are going to be for sale every.
again. So Framework, the PC manufacturer, I think one of the companies, frankly, we at the verge are
like most excited about. They're doing a lot of really interesting things in really interesting ways,
reached out to a bunch of people who pre-ordered the laptop 13 Pro, which I would say it came out,
I think in April, by all accounts, probably Frameworks most exciting, most mainstream laptop ever.
People are pumped about this thing. They reached out and said essentially that they had gotten a cost update from a
memory supplier that was, quote, more than double that of the prior inventory.
And not only have prices gone up, but in fact, they didn't have the configurations for
everybody.
So they've now just changed the amount of memory that they're shipping to certain people because
they literally, they're like, we have enough, we have enough memory modules to ship all
of the PCs that have been preordered, but we don't have enough of every skew in all of the
right configurations.
So they're actually having to reconfigure people's computers in order to be able to ship them
them. And the prices are going up. They're offering people the chance to cancel and get full
deposit refunds so anybody who wants out of this deal can get out of this deal. But basically,
there is a strong chance that you are not going to get the computer that you pre-ordered because
framework literally can't make it for you because of Ramageddon. Also, prices have gone up.
The, let's see, the one with the 16 gigs of memory and 512 gigs of storage, a very sort of
mainstream configuration, went up $100. And the, and the, you know, the one with the 16 gigs of memory and
the like mega one with 32 gigs of RAM and a terabyte of storage went up $800 from $2,99 to $28.99.
This is just where we're at.
And this, this to me is another fascinating turn in this one because we've gone from
everything is vastly more expensive to a certain set of devices is no longer economically
feasible to make, which is starting to kill low-end phones.
And I think it's going to start to come for more stuff to literally the combinations of storage
and memory and CPU
don't exist in the way
that we need them to anymore.
And so basically,
you're left to pick parts out of the bin
and try to sell them to people
is essentially what's available to people.
And this is what Ram-Agadden is doing to everybody.
This is so depressing
because I think Framework is such an interesting company
and people were so into the ideas of these products.
And we've talked a lot about how
all of the increasing costs might put pressure on repairability.
Framework, that's the whole game.
Yeah.
These are super modular computers.
You can repair them.
You can fix them.
You can upgrade them as they go.
They should be the solution.
And they are getting crushed by the problem that sucks.
It does.
And I think our commenters have been kind of mad at framework for basically not being able to satisfy all of its pre-orders based on the theory that, you know, you have a lot of pre-orders.
You should have made sure you had the inventory for it.
And that's fair.
it's also just completely not how the world works.
All of these companies operate at much slimmer timelines.
Nobody is storing giant warehouses full of laptops for months on end,
just in case you get the pre-orders, which is not how it works.
And then on the flip side, companies big and small, like Apple is going through this now,
where the RAM that is made available to you is basically some dude calls you and says,
I have this much RAM, it costs this much, do you want this?
Seriously, like, this is what we've been hearing from companies that the deals don't exist.
You get a list of available products and a price, and you say yes to it because you don't have any choice.
And up and down the scale of these companies, this is what has happened because so much of the supply and so much of the demand has been allocated elsewhere, particularly to AI uses.
This is just what has come for every company.
And I think I agree that it would be great if Framework had a way out of this, but I find it very hard to be mad at Framework.
This is just, this is the symptom of what is happening to everybody else.
too. And it's a real shame. I don't think anyone has really contended with what an AI backlash
supercharged by people being mad that they can't buy PCs looks like or like gaming PCs
or the cost to buy a GPU for entertainment purposes. Like once you start screwing with people's
free time in that way with like their entertainment, like the backlash only gets worse.
I've been thinking a lot about GTA6 in this way because we are running at probably
the biggest game release of the last decade.
And a lot, a lot, a lot, a lot of people are going to want to game and buy new consoles
and upgrade systems and make sure that they are ready for this thing as it comes out.
And they're all about to be confronted by just absolute disaster anarchy in front of them.
Which good.
It ties well into GTA6.
It does.
That's true.
We're going to live GTA6 in the world.
Has you ever stolen a police car to buy a new GPU?
Well, GTA6.
they're going to take the RAM out of the police car.
That's true.
Police cars do have an awful lot of ram in them now.
They're doing a lot of surveillance.
What's your next lightning round item?
It fits right in with our theme here,
which is everything's getting expensive
and weird things are happening because of it.
So, you know, we're heading into Apple season here.
We're expecting, what, touchscreen, Macs, new iPhones,
maybe a folding, $50,000 ultra.
You know, something's going to happen.
It's all going to be very expensive.
They killed the Apple Car Project,
but they're going to sell a foldable phone
for roughly the price
at the Apple car is where we're headed.
Would you like a new Toyota Camry
or would you like a folding iPhone?
Choice is yours.
Apple is rumored to be handling this
with a new upgrade program
that will bring lease to own pricing
to the iPhone, the Mac, and the iPad.
And then right next to that
is some code reportedly found in iOS
that would let Apple cut off
virtually all of the apps on your phone
if you miss your payments.
Boy, is that dystopia.
Yeah, there's a real, the first thing in there, you kind of had me in the first half, you know what I mean?
It's like, this is, it's, that, that seems okay. I think people should be moving more towards we own our gadgets than we rent our gadgets from a large company.
But especially at this moment, the idea of having some kind of cleaner upgrade system is all fine.
But then you throw in and if you miss a payment, Apple will become the repo man and take your phone away from you.
And this gets bleak super, super, super fast.
Yeah, so it's called Partner Finance Lock, which is an incredible name.
It would prevent you from erasing or selling devices that are in restricted mode if you have payments to whoever your partner that you're financing it with is.
And it will block all the apps except for phone settings in the App Store, which is very funny.
You can give us money for apps, but you can't do anything with any of them.
I was really hoping you were going to say it blocks everything but like the journal app.
So you can write down what a bad person you are.
That's the only prompt in journal
I was like, Siri, I will
not prompt you into feeling guilt for
missing payments.
It's part of Find My, it hasn't been announced.
We don't know if it's going to ship, but you can
see where Apple's taking this.
Yep. Right. And even leasing,
sure, right now there's iPhone financing,
there's upgrade options.
You're, you know, most financing,
people understand it. You cut the price of the phone
24, 36 installments, you pay them monthly
and at the end of it, you own the phone.
Leasing is like, Apple's going to take their phone
back so you pay a lower rate to own part of the phone. It's very much more renting the phone,
really. All of this is to ease the impacts of payments, but then also make it so the people
don't just steal the phones. But do you want that level of literally like credit checking on your
phone, disabling your phone, except for being able to browse the app store like a little kid,
like, Scrooge. Your hands up against the toy store window.
Oh, me phonely.
I wish.
I wish I could download HBO Max, but I simply do not have the resources.
That's bad news.
And then the other thing is the Apple upgrade thing will reportedly be for basically only higher-end devices.
There's some evidence that the base iPad, the Apple Watch SE, the MacBook Neo will not be included.
So it's very clear.
We talk a lot about Apple's constant interest in moving.
you up the price scale, this is a way to do it that makes it slightly more palatable because
they're like, well, you just, you just pay over time.
If anyone's ever shopped for a car lease, you know, the push to the top trim because it's
only $10 more month is like, it's always sitting there.
Yeah.
I think this is bad.
I really, like, the answer to all of this Ramageddon stuff should be own your stuff and
keep it longer and you should have more control over your technology, not rent things from
companies because they're cheaper. I'm going to find a way to hack into your phone and tell it that
you're releasing it from me and just put you in partner finance lock from time to time.
If you could lock everything on my phone but the journal app, that would honestly make
my life fast. I would bet you partner finance lock is more effective at controlling screen time
than Apple's actual screen time or parental control features. Oh, for sure. That's the key is buy
your kids an iPhone and then when they use it too much, just don't pay for it anymore.
We fixed it. That's really good.
That's really good.
I'd like to not pay for this iPhone
between the hours of 6 p.m.
and like 10 a.m.
Choice.
Just be late on every payment.
It's good.
I have another phone to tell you about.
Can I tell you about a phone?
Did you see this thing,
the light flip this week?
We have a new flip phone.
Oh, this looks sick.
This is what I'm saying.
The light phone,
they've been making stuff for forever.
Kai Tang, one of the co-founders
is going to be on the show next week.
That's going to be really fun.
They've been at this for a very long time.
And, Neli,
The reason I bring this up to you is because A, they made a flip phone and it looks like blocky and futuristic and kind of out of the matrix and it looks so sick.
But also, when I asked why they made this phone, this phone is essentially the light phone three turned into a flip phone.
So there's a 2.8 screen, 2.8 inch screen up top, D pad and number keys on the bottom.
Very simple phone, not designed to do all that much.
It's a light phone and flip phone form.
But I asked him, why did you make a flip phone?
Why make this?
And the thing he said to me immediately was because we kept talking to people who,
had our phone and they said, I like everything about it, except people see it and think I'm
using a smartphone. I need something that doesn't look like a smartphone. I don't want to be seen
using a smartphone. That it has become a status symbol in some of these communities to not be
using a smartphone. And the form factor of a flip phone has become in a very real way a status symbol,
not a symbol that you're a loser who can't afford a smartphone. It's totally inverted. And I think
that's fascinating. I will connect this directly to my obsession with influencers and young people
spending too much money on the Canon G7X. Yes, totally. Which is an ancient point and shoot.
It's a good point in shoot. It's just ancient. And then I watch, because I'm obsessed with it,
I get a lot of videos of people like screwing with the settings and the setting they always turn on
is turning on the flash, which is choice. And it's because firing a flash at night makes your photos
look good, and then you can do it, and then you're like, point and shoe photos are better,
and you just, like, fall all the way down the rabbit hole.
Yep.
I love this unbundling that's happening.
This, right, the whole smartphone was convergence, and now there's a little bit of
divergence happening.
I love it.
Can't get enough of it.
I think it's great.
This phone is $299, which I think is probably the right price for it.
You can also pay $39 a month to get the phone plus lights service, which they seem to think
a lot of people are going to do that as a secondary device to a smartphone,
that that price might work for a lot of people,
which I think is really interesting.
I have gotten so much feedback from people
who are into this phone.
On our staff, out in the world, in our comments,
there is something about, like,
what if we made a very sexy, red,
kind of blocky, futuristic-looking flip phone
that people just immediately understand.
There's something about it that just works.
It's really good.
I will say one option,
in case you're not interested in buying another piece of hardware
or with another service plan
is you can just have AT&T,
and then your phone won't work.
That's my experience.
It's a life.
It's a choice.
Like, one of the reasons I pay so much attention to my kid
is often my phone just simply won't work
in their school.
And so when I go to their events,
I'm like, I'm going to watch the presentation here.
It's beautiful.
Yeah.
I'm saying, that's my personal solution,
is to stare at the 5GE indicator on my iPhone
and be like, well, this won't work.
I should pay attention to my family.
My fun new thing is at my house,
I constantly have two bars of service, but actually have no service.
Yeah, that's good.
So it's, I mean, just my phone is lying to me state of Verizon,
and it's really extremely delightful.
We won the race to 5G, David.
I don't know if you're aware of this.
We've all been doing robot surgery and a grape
from the back of a robot car for the past seven years.
Yeah, and this changed everything about how fast I download Netflix now.
All right, David, I got one last one, but I can't do it on my own.
As you know, whenever I talk about carplay, I have to summon the ghost of Joanna.
Welcome, Joanna.
to the verge cast.
I'm here.
Hi.
From the new thing's set.
Look at how fancy.
Did we get like a pop-up or something fancy?
Okay.
This is actually, before we get into this, Joanna,
Neil and I were debating what your like walk-on music should be,
the sort of Joanna entrance music.
Do you have strong opinions on what you think your entrance music should be?
I'm doing a talk next week and I am having them do Mr. Roboto.
Oh, that's pretty good.
Just like always be selling.
It's all right.
You've sold the book on enough of our shows.
It's so funny that you've said that.
Oh, my gosh.
It's all right.
The Dakota book is coming out next year.
It's going to be horrible for everyone.
I need to talk to you about what is going on with Ford.
Yeah, I know.
I messaged you panic.
I was in a panic.
I would say we had like a little argument over I message today.
Ford announced with Apple that the maps in the next generation EV that it's making
will be Apple Maps, which is huge.
I think it's the first time Apple has let any automaker
directly integrate Apple Maps.
Ford's new platform is a big deal.
It's going to start with a $30,000 electric truck,
but it's the future of everything.
They built it in the skunk works.
They're very proud of it.
Joanna Texts being said,
this is what Farley said to her on Decoder
that they wanted to do CarPlay Ultra,
but they didn't want all of it.
And I'm saying, no, Apple just wants to use maps.
Like, this has nothing to do with CarPlay.
and in fact regular car play is in the announcement,
Ford's going to keep using regular car play.
Joanna, what do you think is going on here?
I think we're both right.
I think that I think that Ford and Apple have had a longstanding relationship.
And we had, as I talked with Farley,
had thought that maybe Ford was going to do CarPlay Ultra.
But Farley, on your very show about a year ago, told me, on Decoder,
told me that I don't have this quotes in front of me,
but basically frustrated with Apple,
because Apple was asking for too much data
and too much of the control of the clusters
and all the stuff in the car.
So I think these two companies were talking
and a deal was struck somehow
around we want to work with Apple.
These are some of the most valuable data things
we want from you, Maps being one of them.
They're going to also be using this for self-driving capabilities
and to build a platform on.
And this is where they got.
And so in this next EV platform of the future
that Ford is making,
this is sort of the apps,
Apple contribution. And it's not Google, right? And I hear, and now, now, Neela, you make your point.
Okay. It's good. Joanna's like, it's my first podcast. Now I will make my point with debate style.
We're doing it. Well, no, I teed you up perfectly for your point, which is the Google part of this.
Yeah, I mean, the back and forth here is that these big smartphone vendors have tried to get ever more
deeply integrated in the cars. Google has made some headway, right? A bunch of cars run Android automotive,
which is a whole operating system that just runs,
my GMEV is just runs Android.
It runs Android 12 on Intel, which is not great.
That's what it runs.
Which you think is better than CarPlay,
just so everyone's clear.
Nilai's out on CarPlay and in on Android 12.
That's the thing you should know about Neil.
I don't want to be held to that.
I'm going to say that it is effective at letting Gemini turn on Spotify
and doing Google Maps navigation,
which is what we prefer, and that is fine, right?
Whatever.
Apple did CarPlay Ultra, which is a very complicated system that works in a lot of different ways, and mostly carmakers have rejected it, right?
I think you can get CarPlay Ultra in Aston Martens, which is fine, because if you had ever looked at Aston's existing user interface, you'd be like, get this out of my face.
And I think Aston was like, we don't want to spend money on this.
They announced it in Kia, in Hyundai vehicles.
That was a year ago.
There's not even a glimmer of this shipping.
And in fact, new vehicles from that brand have a whole system that they've built in other countries already.
So, like, they're moving ahead on their own.
It just doesn't seem like the smartphone makers are getting traction taking over the cars.
And I know Ford was like, we have to have car play in our cars.
That's our big differentiation against GM.
We're going to have it.
Why would I compete with your phone?
And I think they did not want everything that came with Google.
And I personally think Apple was just happy to get a paying customer for Apple Maps.
This is a big expensive product that does not make them any money.
And I think that ultimately it was Apple was this, they were saying, hey, look at CarPlay Ultra.
This is great.
And Farley and his team were like, no, we want some parts of what you want, but we don't want you to control everything.
And so this is where they got.
Yeah.
I don't think my take is wrong.
We'll see it.
If someone from Ford wants to confirm this on or off the record, please call me.
There's a part of this where the maps for where the EV chart.
We're going to enter a destination.
It will tell you how much battery you'll have at the end,
and the charging stops along the way is very important.
There's a lot of apps that can do it,
but you need that in the vehicle, especially for EVs.
And then there's the autonomy part where it's not these maps
that are really helping the cars drive themselves.
There's like another class of very high-resolution maps
and systems and sensors that actually enable autonomy.
And this doesn't seem like anything to do with that.
And it's also unclear how Blue Cruise,
which is Ford's autonomous system, will fit into it.
So I just think Apple essentially got nowhere with CarPlay Ultra.
As an existing, I'm a Maki driver, and I still don't know what I'm doing about my lease
that expires next month.
But the existing maps in there is terrible, truly terrible, not usable.
So that is why I have CarPlay.
And I go between Apple Maps and Google Maps.
But that is fundamentally what Ford is just saying here is like, we are done.
We are done trying to do this.
We have chosen Apple here that has made a special deal for us versus.
Google. I mean, they're the only ones to get this. This brings me to my theory about this as someone
who does not interview car CEOs. This doesn't matter at all. This, this relegates Apple Maps to being
like a slightly better version of the TomTom navigation that shows up on your rental car that you
immediately get rid of because you plug your phone in. This is like having a little bit of navigation,
but no other features solves no problems. Everybody's still going to plug in their phone and just do
car play. What is even the point of this? No one's going to use this. What maps do you use when
use carplay? I go back and forth between Google Maps and Apple Maps. I think Apple Maps is better
at navigation. Google Maps is much better place data. But I'm going to use either one over the thing
built into my car because I have to plug my phone in anyway. True. But in the future,
and this is what Ford is at the disadvantage of this, it doesn't have the Tesla and it even doesn't
have what Rivian's doing, which is the self-driving component to this. And so eventually when you're,
or me, when my, not you did that.
We're not sure what kind of car.
Your car of the future is still in your minivan
that you're driving right now.
This is going to be even more important.
And so I think that's what Farley's trying to say is like,
we can't do this on our own.
We needed to team up with someone that has this great maps data.
We are still going to do some autonomy.
There's a big autonomous announcement to this.
Apple's our partner here.
Oh, our story just got updated.
As we have breaking news.
We have a statement from Ford about autonomy in our piece.
Apple is not building Ford's self-driving technology.
Ford said an email.
Ford is developing our next generation A-D-S in-hast
through Latitude AI, their wholly own autonomy
subsidiary. Apple Maps will be important
mapping enabler. This is what David is describing.
They need a map. Apple sold them a map.
Apple gets to make some money on maps.
It was previously making no money and threatening to do
advertising in maps. I bet Google wanted
a whole bunch of Google stuff and Ford didn't want to give it up.
Yeah, Google's like, we're going to train our own cars off of this
and Ford said, no, thank you.
Yes.
It will be fascinating to see if any other carmakers start adopting Apple Maps,
because the TomTom stuff is all bad.
Right?
Like, have you driven a Salantis vehicle?
You don't want to do this any near it.
It's bad times.
Your face.
Yeah.
The reason I think it works for GM
is because GM is just running Android.
And so what you get out of the box is Google Maps,
which is the thing most people want.
And so, like, you get to,
they get to cover the first sin here.
Again, it's Android 12 on Intel.
I have a lot of feelings about it every single day.
But it's fine.
It just does the job.
I know, Jan, you think you're going to buy a new Ford now
because it has...
No, it's not available right now.
This is all the prep for the 2027 big reveal that Farley's been prepping for.
And my lease is up next month.
So what do I do?
Joanna, will you come back on the show and the three of us can litigate this decision?
I'm serious.
Sure.
There's a whole Verge cast in Let's Buy Joanna a car.
And I think we should do it.
Oh, I have the hottest take for what's managed by next.
But we should do that entire episode of that.
It's going to be good.
We should do it live so we can get real, real feedback.
That's my plan.
Wait, Joanna, real quick.
Google Maps or Apple Maps, which one is better?
Tell the people.
I have the same answer as you.
Yeah?
And I think Apple Maps looks a lot nicer now.
It's a little selfish.
And talk about it has good EV data.
They have actually already worked with Ford to do the better integration on the EV data.
So if I need to charge and I'm doing a long road trip, I'm using Apple Maps.
It has way better data.
It comes in from the car.
The state of New Jersey is not navigable without Apple Maps.
That's my honest take.
You simply cannot survive there.
Because driving New Jersey is you make a turn and then you immediately have to make another turn.
and Apple Maps will tell you that's going to happen.
And Google Maps is like, oh, you needed to be in the right way in five minutes ago.
And they do a very nice job of showing the jug handles, like that you have two or three coming up.
That's good stuff.
All right, Joanna, thanks for coming on.
Good to see you.
Thank you for having me.
Neil, the only update I have left for you is that there is more Paramount shenanigans.
Oh, no.
They're their...
Please don't do this to me.
Paramount is trying to buy Warner Brothers Discovery.
A judge paused it, basically saying,
it seems very much like this is going to be an antitrust disaster.
We're going to put this on hold
before they can do all of the things that make it hard to unwind.
So that continues to be a mess.
We will cover that mess, but not today.
For now, we're going to get out of here.
Thank you to everybody for watching and listening.
As a reminder, the best thing you can do to support all of this,
including all of our shenanigans with Joanna and others,
and help us buy Joanna a car.
Subscribe to the Verge.
No, no, no, no.
Help us buy Neli a car to compete with Joanna's car in a street race.
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And if you have thoughts, feedback, if you can make me feel better about OpenAI and Hugging Face,
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Neelai, who's on Decoder next week?
We have Evan Smith from Altona.
It's a big shipping company.
We talked about how things are moving around the world right now with tariffs and wars.
It was really good.
It was like really good.
A super chill time in that world.
He and I always just fall like right into the weeds of everything.
It's great.
That's good stuff.
I'm excited about that.
Version history.
The season is over.
We have recorded all of next season.
It's great.
But if you missed any of the smart home episodes we just finished, go do it.
Subscribe to the YouTube channel.
The set looks awesome and it's very hard to build.
So go watch the podcast.
The Vergecast is a Verge production and part of the Vox Media.
Podcast Network.
This show is produced by Josh Kajas, Eric Gomez, Brandon Kiefer, Travis Larchuk, and Aaron Lacassio.
We will see you next week, Eli.
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