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from relay this is upgrade episode 549 today's show is brought to you by
Squarespace fit bard and delete me it is February 3rd 2025 my name is Mike Hurley
and I am joined by Jason Snow hi Hi, Jason. Hello, Michael Hurley.
Hello, older and wiser, one year older and wiser.
Happy birthday.
Slightly belated to you.
I had a birthday, thank you.
Thank you very much.
And now we're on the countdown now.
We are, we are, paternity countdown.
We're on the paternity countdown.
By my current estimation,
this is my first of last three. I expect that
currently, if all goes to plan, February 17th will be my final upgrade before my paternity
leave. But who knows? I might not be here next week.
We don't know. I've actually got a planin for you on the 17th, just in case.
And we'll spring into action. The paternity squad will spring into action if need be.
However, on your birthday, we did record an episode of Upgrade to be released at a later
time. So you will return triumphantly, retroactively sort of later. It's like that is like a back to the future kind of scenario, right?
Like in the in that return in that idea where like I've come back and it's in the future.
Anyway, this is nonsense.
I have a snow talk question for you that comes from Tom who wants to know are you listening
to any Severance podcasts or podcasts explaining what is going on in Severance?
Are you consuming Severance podcasts or podcasts explaining what is going on in Severance?
Are you consuming Severance media?
I'm not. Funnily enough,
as a person who makes podcasts about media,
I've listened to very few podcasts about media,
in part because I don't have time to listen to podcasts.
I have soap because I don't have a commute.
I become a really great podcast listener
when I have like a long car trip
or I need to like go down to Apple
or something like, or on a plane.
I can do some of that, but in my regular life, no.
And also honestly, Severance, I really enjoy it.
I don't, I just don't see the need.
I don't feel the, sorry to Tom,
but like, I feel like I know what's going on in Severance.
Do you?
So yeah.
Okay.
I feel like I do.
I feel like I get what's going on.
I'm enjoying the ride.
I think it's really interesting.
I love Severance.
I'm not, I love Severance so much.
I love lots of things that I don't listen to podcasts about.
Yeah.
So I don't, I don't listen to podcasts about it either.
I think actually really, because I, this is just one of those shows where I enjoy
the lack of information, like I enjoy just trying to work out what I think is
happening based on what I'm seeing.
But I have seen some talk about this and I thought I'd include a link in the show
list. There is an official Severance podcast which is hosted by Ben Stiller
and Adam Scott which I think is cool. Yes. But it's it's unclear if this is an
Apple show. Apple's not on the branding anywhere. Right. It's
Odyssey is the creator but I believe believe this is pure memory that Apple has
worked with this company to produce these kinds of shows, but Apple's not listed anywhere
on this one. So, but it's there if you want it.
Uh, yeah, it's, I've listened to some official ones are different, right? Official ones are
sort of like, here's what we were thinking of. And I find those sometimes interesting
because they have stuff you can't get anywhere else,
and sometimes the least interesting
because they're the official corporate line about,
so it's always gonna be happy talk.
They're not gonna get into theories on the official show
because they know how the show goes.
They know the answers.
And also they're not gonna have,
like we just did an episode of Vulcan Hello, the podcast I do
with Scott McMillan T, where we talk about the latest Star Trek
episode. And we just did an episode about the Star Trek TV
movie, Section 31. And that's a good example where whatever
official whatever they have for that is going to be all happy
talk about here's this actor, and here's this person, and
isn't it great. And our episode is like, wow, that was terrible.
Let's list all the ways that that was a terrible,
terrible piece of filmed entertainment.
And then we ranked all the Star Trek movies
by our preferences as a way to kind of get the stink
out afterward.
And you know, an official podcast is gonna be all smiles.
And so there can be value in that.
I have definitely done that, but it's just a different vibe.
Yep.
If you'd like to send in a question
to help us open a future episode of the show,
just go to upgradefeedback.com
and send in your Snail Talk questions.
Let's do a rumor roundup to start this week's episode.
Oh, exciting.
We've got some big topics today.
So we're gonna get into those.
Yeah, so we're riding out a little early with the herd. Okay. All right.
According to Mark Gooman,
he's a man made entirely of goo.
Mark Gooman at Bloomberg. Apple has brought in Kim Vorath to advance.
Bloomberg is where Mark Gooman works.
Mark Gooman at Bloomberg. That's, you know, Blomberg.
Yep.
They, Apple, see, I have a new name to say,
and I think I was focused on that.
As I've not said this name out in, like, out loud yet,
Apple has brought in Kim Vorath
to advance Apple intelligence.
So I've seen a few reports about Vorath.
One came from John Gruber,
which I'll also put in the show notes.
Vorath has been at Apple for 36 years and has a history of kind of being dropped in
to manage tough projects.
They are a person who gets things done.
She most recently worked on getting Vision Pro out of the door, but has been in charge
of project management for many OS releases going back all the way to the original
iPhone software group. John Gruber describes Vorath as effectively at this time being seen
as Scott Forstall's chief of staff. Gruber also notes, I thought this is interesting,
Mark Gurman's reporting notes that the source for this information was a long-time Apple executive
and wonders if this may have been a planned sharing of
information.
Yeah.
Yeah, it seems to me that that's probably the most likely scenario given how it's identified
that people were okay in this kind of like leaking out this way.
They weren't going to make an announcement.
And why would they do that?
I think the answer is they feel the criticism that the Apple intelligence
rollout has been rough and it's slow and that they're trying to send a little bit of a message
that they're on it essentially, and that they're moving people who are very respected at getting
things shipped.
They're fixes.
Into, into the Apple intelligence process. So I think that's probably what's going on
here.
I have no idea what to really take from this,
like realistically, like I can take from it.
Sure Apple is serious, but like, what does that mean?
People think she's great and they've prioritized her
from working on vision pro stuff
to working on Apple intelligence stuff.
I think that even the most enormous fan of the Vision Pro
would probably agree that Apple Intelligence
is where the fire is right now.
And where it should be.
Well, I mean, like the fire is burning the house down
and they need to fix.
That's my fire metaphor is more that the fire is,
where's the fire at Apple?
It's AI, it's a problem, it's is, where's the fire at Apple? It's AI. It's a
problem. It's behind. It's broken and culturally they need more attention
applied to it. So I think that's the idea here. But I don't know anything about
this person or her inner, you know, inner workings at Apple other than that she
seems to come very highly regarded, which is great. That was the, I think Gruber's
big contribution was he talked to a bunch of people he knows at Apple
who are like, she's amazing.
It's like, great, that's great.
Cause that's the message here, right?
Is Apple put one of their stars
who seems to be very capable at making things run
and work and ship on Apple intelligence,
which has been a scramble, right? And so maybe they're also the message here
is that they're getting more serious about structuring how
they put all this stuff together. Because one of the
criticisms that you and I have had about Apple intelligence is
not necessarily the fundamental criticisms about AI in general,
it's about Apple rushing their implementations out and
making some poor decisions and things are lagging and other things ship but
they don't really work very well and you know more supervision not to get in the
way but to enable things to be clear and to ship is probably required.
Yep. Display analyst Ross Young has said that the upcoming iPhone SE4 will have a notch on the
display, not a dynamic island.
There have been prior leaks that would suggest it would have an island.
So it'd be interesting to see where this lands.
I feel like if it has a notch, that doesn't lend into the conversation that I know that
you are a proponent of, of like an iPhone 16E, it's not gonna look like that.
That, you know, it's gonna look more like an iPhone 14
than an iPhone 16.
Cause it wouldn't have all the features
even in the operating system.
I'll just say they can call it whatever they want.
Sure they can.
No, I agree.
They wanna call it part of the 16 line.
They'll just do it and it won't matter.
I agree this makes it less of an iPhone 16 for sure.
I wonder if they've thought about like,
well they probably did when they introduced
the Dynamic Island, like if you have a notch,
is there a way to do something that's kind of like
the Dynamic Island, but I think there isn't.
And this is a way to save money on an SE,
is you've got a phone that's got face ID,
but it's using the iPhone 10 level notch technology,
not the newer Dynamic Island technology. And
that that makes sense.
And that's probably a I don't know, like Face ID Gen one or
something like that, right? They made they need whatever
whatever is cheapest. Yeah. Yeah.
And also, according to Mark Gurman, Apple has canceled
development of AR glasses that were intended to be paired to a Mac.
I will read from his report on Bloomberg.
The now canceled product would have looked
like normal glasses, but include built-in displays
and require a connection to a Mac.
The company had initially wanted the glasses
to pair with an iPhone, but it ran into problems
over how much processing power the handset could provide.
It also affected the iPhone's battery life.
Yeah, I mean, that doesn't tell the story right there.
It's not quite how Mark Gurman tells it,
but that's the story is we're working on AR glasses.
We want an iPhone to drive them.
Oh no, it can't do that.
Well, what if we have a Mac drive it?
And then they cancel it and it's like,
well, maybe it worked, maybe it didn't.
But again, glasses that you can use
when you're next to a Mac is not a product, right?
That's more like, can we, that feels very much
like we're investigating, can we even do this?
And what German says doesn't indicate
whether they can or can't do it.
Because to me, the fact that it requires a connection
to a Mac and that they can't use an iPhone
is a good sign of like, well, this is not,
whatever we're doing here, we're not doing it right.
Because nobody is gonna buy that product.
It's not a real product if it requires a Mac.
Like what?
No.
So what I don't know is what this means, because what does it mean to cancel
development of a product? Does that mean they aren't going to make those AR glasses? Or does it mean
that it's gotten kicked back out of productization into a more high level research product, because they went through the sort of like productization
of it and went, oh no, because again,
a lot of this stuff is gonna be pretty far off,
or they need to set, recalibrate
and set their sites differently.
I also wonder, Mike, I know this is kind of a weird one,
but I also wonder if partly the reason
that this is going on is because of the success
of the MetaRay bands and the realization that maybe what they need to do is focus
on building a no, you know, no glasses, no vision related, but a different set
of glasses that are like the Meta Ray Bands and that they can't have this
thing in development while they have that in development, and they want to
retask that team and say, we're going to put off this AR stuff at a high level until the technology is more
advanced. But we, that's just speculation. We don't know. But one of the things that I've noticed is a lot of
times people take Mark Gurman's reports, and they, obviously, they interpret them to mean whatever they want them to mean. So there's this there's definitely a oh Apple's decided they're not going to ever make AR glasses.
That's not what's going on here. What's going on here is that Apple had an AR glasses project
that couldn't function on a portable compute platform like the iPhone. So they stuck it on
a Mac to see if they could get it to work there. And then it got cancelled. And we actually don't
know even if it could or couldn't work on the Mac, or if they just get it to work there. And then it got canceled and we actually don't know even if it could or couldn't
work on the Mac or if they just looked at it and said, what are we even doing here?
We have a higher priority somewhere else.
We don't know.
But if I had to guess, I'd say it's possible that that's what happened is that
this thing is not practical as currently conceived.
So they put it on the shelf and that maybe they have a, you know, while
they're developing Vision OS and
they're kind of working in the background on what this future stuff is, maybe there
are some other approaches to AR glasses that are much cut down from this that they could
work on. Just a speculation on my part.
Yeah, this is not the product. This isn't it. Like, what? Even? You know what I mean? Like, congrats
you while you're sitting in front of a Mac, you can also have a screen in front of your
eyes. Like, it's not. I think you can kind of see, I mean, here's what I imagine. It's
like they tried to get to work with the iPhone and it was causing problems. So like, well,
let's just get it to work with a Mac. And like, I see a story there of like, if we could
just get it to work with a Mac, maybe by the time that we get this actually ready to be a product, it will be good enough to work with an iPhone
because the iPhones will be more powerful and more efficient. You know, like these things
go up and down. It's like to get to the iPhone, they made a tablet first and then they went
back to the tablet. Right? Like this is, this is product design, right? Especially in technology
because you know that maybe by, well, you believe by the time you get to product, the
technology has advanced already.
But for whatever reason, they've decided this isn't a thing
because it's clearly not the thing.
And as you said, like AR glasses,
like AR glasses, they're not the thing
because it's too early.
Like everyone wants to make this technology
but no one can make it.
And so we need to wait.
But meta, it's like, I'm pretty sure Apple could have done a demo of something,
but it would be, it's not realistic.
Like it's not happening for years.
And when they do ship, they're gonna be incredibly limited
and you're gonna be able to do that thing
where you compare what they ship
to what they demoed five years before.
And a lot of that stuff's not gonna be there
because it turns out they couldn't do it.
Yeah.
Because that's what happens when you do a tech demo like that.
Because this is hard.
It's hard.
Think about it.
Think about like Apple's making a $3,500 headset in order to get screens that look good enough
for for and I'll grant you it's not just the UI.
It's also the pass through, but it's also the UI and like you start to tick off all of the things that are going to now make it so
that you can see through it, but there's also an overlay and make it light enough
to be look unobtrusively like glasses on your face.
And now where does the compute go?
Does it go to a phone?
Like you can tick through the list.
Like our technology in 2025, it's pretty impressive, but that is very, very hard and
is going to take time and probably needs more efficient and more powerful mobile processing
and better display technology and miniaturization of everything, including battery.
Like you could tick off the list and I'm sure that the engineers working on this and all
these companies know exactly all of these limitations.
So here we are.
This is a 2030 category, not a 2020 category.
One of the things in Mark's report is saying that these glasses basically could have worked
just like the Mac virtual display.
You know, kind of like you plug a Mac into those X-Raw glasses or whatever.
That is not a product category
out. It is worth Apple getting in. Like just that, like here's a product. All it is, is a monitor for
your Mac. That's not it. Cause they sell Mac monitors or Biovision Pro. Like it's not compelling
enough as a product for them to make at all. Or buy X-real glasses at that point. But like, I don't,
I don't think that there's a real, yeah, I agree. I think that that's the wrong product.
I think the right thing to do is to make something
like Meta Ray Bands that are augmented reality
in the sense that they've got your voice assistant
and they tie into your ecosystem
and they tie into your camera roll.
And they maybe eventually have like a little widget area
that you can see something in a dynamic island,
that kind of thing, notification center,
that's low resolution and in the corner of your screen,
which is what a lot of these things are gonna be,
in quarter of your vision, maybe over time.
And then separately, you wanna come at it
from the other angle, which is you take the Vision Pro
and you try to make it cheaper and cheaper
and cheaper and lighter,
and then they converge in five, seven, eight years.
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your first purchase and show your support for the show. Our thanks to Squarespace for the continued
support of Upgrade and all of Relay. So it is time for the Apple in 2024, Six Colors Report Card.
We talk about this every year. This is a project you've been running, I think, for the entire length
of Six Colors. But for those that are new to the show, what is the report card? How does it work Talk about this every year. This is a project you've been running I think for the entire length of six colors
But for those that are new to the show, what is the report card? How does it work and who participates?
The Apple report card so I invite a bunch of people who I see on social media or who have websites or whatever
blogs videos
To give me their opinions about what Apple has done in the last year, in the
previous year. And so I have a survey. I've been sending it out. This is the 10th time
I've sent it out annually, right at the end of the year, or in early January. And I let
them rate Apple from one to five, one being worst, five being best,
in a bunch of different categories,
and then I also give boxes for them
to type small amounts of text,
and they type long, long, long amounts of text instead.
And then I put it together and compile it,
and we, and make some graphs, you know, and-
Love a graph.
That's what we do, and so some graphs, you know, and that's what we do.
And so people can, the goal of the report card
is to really sort of say, what's the general feeling,
the general drift of sentiment,
you could say the vibe in the room
among people who pay attention to Apple about how Apple is doing and
While there's nothing definitive about it, right there. You can't point it and go aha
See Apple is doing badly on the Mac, right? Like you can't do that. It doesn't prove anything
It's just people's opinions. I
think it does show people are feeling down about this topic, or people have been or up. And then you can see now I've got trends for 10 years as well in a lot of these categories. So you can actually get a sense of sort of like, how are people feeling relative to previous eras? And
like, how is the how is the vibe in the room changed over time? And then the individual quotes are also very
interesting about calling out various things. So I feel like it's a useful thing to kind of review what has been
going on in for the whole year at Apple. Big picture. What are they doing right? What are they doing wrong in the eyes of people who focus on Apple? And then you can take what you want from it. Again, you can take validation for your own feelings. You can shake your head and show why it's evidence that the people in the media and in the development community and all that just don't get it.
I mean, you can you can really put whatever you want onto it.
It is just a survey of, you know, 50 odd people who filled out the form.
And and that's it.
I mean, I guess if you're at Apple, you can pay attention to it and decide whether it gives you leverage to make your
arguments or whether you can roll your eyes as well. Like everybody can see into it, whatever they want to see into it and decide whether it gives you leverage to make your arguments or whether you can roll
your eyes as well. Like everybody can see into it whatever they want to see into it. But I think
it's interesting to take an average of sentiment across a large group and see what the general
trends are. So what we like to do on the show is I am very happy to be included in the report card
every year. So I've already submitted my scores
to you and my comments. So I'll share those, my scores and maybe touching some of my comments,
but I always will push you to also give your score because you do not participate in the
report card.
I do not vote. I do not vote or participate in the survey.
And also I will, for each category, I will read out the summary that you have for each
of them too, to kind of give an idea for how people are feeling and then we can talk about how we're feeling.
But I will encourage every listener to go and look at the report card and to look at
the charts. There are loads of great charts. I think having so many years now, it's really
interesting to look at them. Like we'll start with the Mac and there's something that's
so interesting. You can see like these peaks and valleys in the Mac over time, which I
find one of the more interesting charts.
So I recommend people go look at it.
And we'll start with the Mac,
which got a 4.2 out of five this year.
This was the summary.
The panel was very positive about the Mac
with many praising Apple's continued hardware advancements
in the Apple Silicon era,
especially the M4 chip and the redesigned Mac mini.
The move to 16 GB of RAM
as the new baseline for entry-level models was widely welcomed. However, there are lingering
concerns about the lack of updates for higher machines like the Mac Studio and Mac Pro.
I gave the Mac a 4 out of 5. I think for me right now, just the continued march of Apple Silicon, I kind of feel like I can't complain, honestly.
I just looking back to the years prior to Apple Silicon
where things felt really lost,
and now every year they're giving us a new chip.
And it's like, they're continuing to make everything more powerful.
I feel like I can't really complain. And I wouldn't want to complain.
I think the laptop updates were nice.
I welcome the simplification of the MacBook Air line,
which I think has been long overdue.
But of course, you know, I would say
for Mac Studio users, I think it would be nice
to get a bit more clarity about what's going on
with that product.
Like realistically, is there ever gonna be a new one? Now I clarity about what's going on with that product. Like,
realistically, is there ever going to be a new one? Now, I feel like I know the answer
to that, but we have no evidence. And so that's kind of like, you know, I think that would
have made it higher than a four for me, but I feel like a four kind of, I think at the
moment something like four is like my baseline score for the Mac line. So what do you think? I would give this one, this is an easy one, I think I would give this one four. Um,
I would consider five, but I would give it four. I think one of the problems that I
have with a lot of, um, people who participate in the survey and they can do
what they want. I mean, that's the whole point is there's a lot of like, um,
what have you done for me lately? That it's like, well,
if Apple didn't release a new thing in this year, it
gets a bad score and it's like, are the things that are there okay or not?
If it's okay, who cares?
Right.
It's like, if it's okay, who cares?
So I, yeah, people talk about the Mac pro and the Mac studio.
I think we all know what happened there.
I think the M three was a placeholder and the M four versions of those are reportedly according to Mark Gurman, especially the Mac Studio, I think we all know what happened there. I think the M3 was a placeholder and the M4 versions of those are reportedly
according to Mark Gurman, especially the Mac Studio forthcoming.
So I'm not worried about it.
Also, some people comment that they were disappointed that it was
only an M3 MacBook Air in 2024.
I was like, well, that's the cycle it's on.
There'll be an M4 in a couple of months.
Like the M3 came out before the M4 was announced.
That's just how life works.
And Apple doesn't go on the calendar year cycle.
So I think it's silly to get so focused on like, if they didn't do a thing in a
particular calendar year, they are therefore bad.
Cause I think you could, uh, I think you could, uh, the M4 to M3, like
Mac MacBook Air or whatever, like what's the difference?
Like really, probably just RAM?
Like what?
Like, you know, like it's not that great.
I did not mention the Mac Mini.
Obviously the Mac Mini, super good, incredible computer.
I love mine.
But I just don't think that that was perfect because it gets so expensive so fast.
In a way that I think that that ramp is too steep for, for, you know, you, you,
you make one of those machines like powerful and it's the cut. It's the price, the price
of a Mac studio. And I feel like I would like to see them. I don't know how, but I am confident
that there is a way to make that. But like, you know, I think one of the things we're
talking about that our friend, uh, Quinn Nelson from Stasi labs, who just became a father
himself. Congratulations, Quinn. Congratulations, Quinn.
We're saying that like you could buy like two Mac minis for the price of put in 32 gigabytes
of RAM and increasing the storage. Like if you just doubled the base storage and RAM,
it's more expensive than if you bought two of them, which I know is like not a thing
that you can realistically do, but the components of building the computer should be more expensive, like
should have an inherent cost to them, right? Rather than just the storage and the RAM,
like how much of the cost of the product really is the storage and the RAM. So yeah.
Well, they're, they're obviously taking a revenue hit on base models because they want
to have their base models perceived as being affordable
and then they ramp up the cost.
And several people mentioned that that's one of the issues that everybody noticed this
year is that upgrading everything costs so much more.
I think realistically, I agree, it's true.
I think realistically, this is the game Apple's playing because they've decided that they
want to hold the line on entry prices, but everywhere else they're just going to raise the prices
or have them be very expensive.
And that's where they get,
that's where they make their money
by the people who care about specs, pay more.
I think it's really interesting to look at this one
more than any other chart in terms of the annual,
because we now have 10 data points.
So you can look at it and say, wow, the late 2010s were rough.
And they were like, this is the depth of the butterfly keyboard era.
And they have been digging their way out of that.
And then you see the 2020 leap for Apple Silicon.
And although the scores are down a little bit from the introduction of Apple Silicon in 2020, they still have stayed at a very high level.
I agree with that. The only reason that I wouldn't
give this a five honestly, is I feel like the software side, there are issues, right? Like, Apple's, the Mac kind of
like, is sometimes still a laggard when it comes to features. There are things that are just kind of weird on the
Mac that are fine on iOS. And as a grumpy Mac user, I am concerned about the,
you know, state of affairs of Mac software in general
and Apple's commitment to Mac software in particular,
but it's a minor, I mean, I could give it five.
I just, nothing's perfect.
Nothing is so perfect.
So, but this is close.
This is really close.
The Mac is probably in among the best positions
that it has ever been in.
Yep.
So let's move on to the iPhone, which scored a 3.7 out of 5. The summary is, feelings about
the iPhone lineup were mixed. Many panelists praising the incremental hardware improvements
but expressed disappointment in Apple Intelligence and a new camera control feature. The rolling down of previously higher end features, the action button to the lower
end iPhones, five times zoom to the smaller iPhone Pro were well received. However, frustrations
persisted regarding the lack of a smaller phone option. Black luster color choices for
Pro models and software features that feel rushed or unfinished. So it's three point seven down from four point one last year.
I went with a four.
This for me is my approach to the report card is I grade for me.
I don't grade for the world, right?
Is how I feel. Sure.
And for me, this is a great year because I switched from the Pro Max to the Pro phone.
Part of that reason I didn't share at the time was because I wanted a smaller phone for when the baby came
so I could use my phone in one hand easier.
Like that was a big part of my reason for making that change.
And I adore this phone size.
I mean, they've made it bigger and they made it
a little bit bigger this year.
And that ended up being the perfect sweet spot for me.
I am a big fan of it.
I like the camera control button as a
camera launching button. I don't like taking pictures with the button because
there's too much force, but I do do it sometimes. If I have two hands on
my phone I will use the button. If I have one hand on my phone I will just use the
software button, but I really like the get to the camera from anywhere control
that I have from the camera control button camera from anywhere control that I have from the camera
control button.
And one thing that I did think was interesting this year, it's just like an observation.
It didn't affect my score, but I wanted to share it, which just, it was really interesting
to me this year.
I think more than any year that I can remember that the kind of broader community conversation
was a lot of people considering moving down
from the Pro phone line to the regular phone line,
that that would indicate to me that Apple missed the mark
on the product mix this year, whether they,
okay, so if we look at this from pure business perspective,
whether they maybe put too many features
from the Pro phone to the regular phone,
or they didn't give enough differentiation in the Pro phone, or whatever it was, or maybe it is just purely colors, but I don't think that is the full
thing because this has been a problem forever. There was so much conversation about people
considering moving or actually moving, or maybe in some cases moving back, but, hi Federico,
but you know people were thinking more about leaving the Pro phone this year.
And I think that is exactly the opposite of what Apple want.
So I just found that to be an interesting thing that happened in 2024.
Yeah, yeah. It's it's look, you know, we are in a state where the smartphone,
the generic general sort of smartphone is so amazing and yet also pretty boring because
the pace of innovation is less.
There's still some out there, but it's less.
Some of the things that are trying to be innovative are also still kind of impractical.
We're seeing more folding phones, but they're not really a breakthrough yet.
They're kind of esoteric and expensive.
Tim Cook gets on his analyst call and says,
I couldn't be more excited about the future
of the smartphone.
There's so much in our pipeline, it's amazing.
Take that for what you will as Mr. iPhone saying that.
But I'd probably give this a three.
You know, I'd probably give this a three.
I think the camera control was an interesting idea that was badly implemented.
It kind of whiffed on that, which is so fascinating
to whiff on an iPhone feature.
Like surely these are the things that get the most attention.
And it's really, to me, it just feels like
the button is too hard to press which means you use the in my opinion use the wrong part and you
put way too many features in the slippy slidey thing like it's very peculiar
over engineered yeah yeah and and and I would say they I mean last year they did
the the action button this year they do the camera
control button, which you know remember the rumors were that the action button
was going to be touch sensitive and all that, which means the action button I
think was going to be the camera control button. And then they still added the
camera control button but kept the action button, which is also really
interesting. That's fine. I do, I think that things are so quiet now when it
comes to iPhone evolution,
that one of the things they do is try to figure out what their marketing features are, what's
their big thing that they're going to sell. And I think these buttons are intended to be
things they can promote as being new on iPhones. And you're saying to yourself, well, well, yeah,
but they're spending all their time on Apple intelligence.
And I guess what I would say is
that wasn't the original plan.
The original plan was probably not Apple intelligence.
It was probably something like camera control.
And then they did Apple intelligence.
So maybe this feature got forced in here.
And also remember that this is like their second try because action button was sort of going to be camera control. I don't know. Anyway, it is you know, the most important Apple product and iPhones are good. They're very, very good. And there is that danger of being like, we're just bored with something that's so good. But the pace has really, really slowed. And, you know, when we commented about the pace slowing five years ago, it has slowed since then, like it continues to slow.
And perhaps in 2025,
we will see some really new takes on the iPhone
and it will lead us to some interesting places
in the back half of this decade.
But right now the iPhone is solid and it's good.
And I would say it's better than it's ever been.
And most people don't buy a new iPhone every year.
But if we are looking at how Apple has kind of
squired the iPhone along here above the waterline
where we can see what they're doing,
it was kind of an okay year where it continues to be good,
but what really is there?
The non-pro phones have the pretty colors.
They don't have, they're still running at 60 Hertz display,
which is, it should be more, right?
And the camera control was just a miss.
So I don't know, you know,
I can't give them a really great score
because the stuff that they did try to do,
they didn't really execute that well on.
Yep, I agree.
So the iPad has a 3.5, which is up from a 2.4 last year
and is kind of returning the iPad back to the level
that it's been on for quite a while. The summary says, after a completely quiet year in 2023, the iPad came roaring back with major updates in 2024 and our panel responded favorably.
The M4 iPad Pro is highly regarded thanks to its thin design, OLED display, and performance.
The iPad Air also received a solid update, while the iPad Mini saw a minor refresh.
However, the biggest complaint remains iPadOS, which many feel continues to limit the potential
of the hardware.
The iPad lineup is also considered confusing, with overlapping models and accessories that
make purchasing decisions difficult.
Overall, while the hardware continues to impress,
Apple's lack of commitment to advancing iPad OS has left many feeling that the
iPad is not reaching its full potential.
I gave the iPad a five out of five this year because I have decided
it is pointless for me to continue to grade iPad on iPad OS.
It's not what it's not.
There's just no point.
Like I have decided to accept what it is and then just do that.
Like I don't grade the Mac or the iPhone on the operating system's potential.
What I believe it should potentially be.
I don't do this if any of a product where I'm like every year saying to myself,
oh, but it could be so much more if they just did this.
Like I don't do that for the other things when I could,
right, I could say like,
oh, the Mac could be so much more
if it also had a touchscreen mode.
Like I don't do this for other products.
So for me personally,
I'm just gonna grade it on what it is
and in what I would consider realistic
desires from iPadOS because I feel like a lot of people, and I understand it because I used to be
one of these people, they're grading iPadOS against MacOS. And I just think at this point,
it is clearly pointless to do this because we see what it is.. So I think the M4 iPad Pro is literally everything
I could have wanted in an iPad.
I absolutely love this iPad.
It's incredibly thin, incredibly light,
makes it a joy to use.
The OLED screen is unbelievable.
It's the best quality screen I own anywhere.
Sometimes I am annoyed at my television
because the iPad screen is so much better.
Like it's, I love this thing.
I think it is as good as I could want from an iPad.
And so for me, it's a five out of five.
Cause like, I mean, again, I had not,
I, you know, it's been a while for me with the iPad Pro.
I've been away from the iPad Pro for a while.
And this year I was like treated to all of the great things
that iPad Pros can give you,
including the better screen technology.
Like I've been using a mini,
and before that I hadn't had a mini LED iPad Pro
or anything like that.
I'd gotten off that train.
This one is just, it's perfect for me.
That's great.
Yeah, I agree. I think, I mean, look, the iPad was a 2.4 last year and a 3.5 this year.
Why? The answer is it's that one hat. What have you done for me lately? Argument. No new iPads, well as a bad year for the iPad. New iPads, it was a great year for the iPad. And again, I would argue,
I mean, that's not how I would view it.
I think that you have to limit your like, give me something new or otherwise your product line is a
disaster is not. I just don't agree. I think that they should have released some iPads in 2023. But
they if they introduced like an iPad Air in 2023, does that suddenly make it oh, what a relief,
this was a great year for the iPad?
Or does it not?
I don't know.
It is, take it what you will.
The truth is, 23, there were no new iPads,
24, there were all new iPads.
So great, the number went way up as it should.
I think I'm gonna say, I think I'm gonna say four here.
And my reasoning is not only did Apple make an iPad Pro I think I'm gonna say four here.
And my reasoning is not only did Apple make an iPad Pro that is spectacular, right?
Thin and powerful, debuted the M4 on it
and that amazing OLED display.
It's amazing, right?
Great model.
But they also basically revised the iPad Air. And it's
every it's essentially with the exception of face ID, everything
that the iPad Pro used to be. So they're basically keeping the
iPad Pro around as the iPad Air at a much more affordable price,
which is important because the iPad Pros are very expensive
now, like extremely expensive, almost like at the point
where they're a lifestyle product, they're like a luxury car.
And for most people, I don't recommend an iPad Pro anymore
because it's just, it's too much
for what most people are gonna use it for.
I just can't recommend it.
But that's good news, they did the thing
that Apple arguably should always do,
which is push the limits
and make this amazing product that's great and
Make something that's really really good
That's much more affordable that regular people who don't care about the super cutting-edge high-end
Amazingness can get and use and love and they did that with the iPad Air
So I I think it is a good year for the iPad in those ways. I
You know also in the background I'm gonna just say it I wish is a good year for the iPad in those ways.
Also in the background, I'm gonna just say it, I wish they had more of a vision for iPad OS than they do.
I actually kind of don't care what the vision is
at this point, is what I would say.
But I wish that there was a vision for it
that wasn't just, it's kinda like iPad OS or iOS, but bigger.
It's not really like the Mac, but it's also just like iPad or iOS, but bigger. It's not really like the Mac,
but it's also just kind of kicking off.
Like why, again, sorry to say this,
but like again, why is it iPadOS?
Cause it's basically just iOS and almost everything
other than like stage manager or something.
Like almost everything you can do on iOS,
you can do an iPadOS and vice versa.
So I don't know.
It just, I wish it could be more than it is
and that makes me sad.
So again, nothing is so perfect.
I'll give it four.
Yeah, I mean, I get what you're saying.
I also wish, but I'm just not like,
I just don't wanna criticize it anymore for-
I agree.
I understand. I totally, it it anymore for... I agree. I understand.
I totally, it's totally understandable to think that.
All right, so we move on to wearables and Apple Watch.
So I think you made some changes this year, kind of, or like clarified and broke out some
stuff.
So there's a couple of things here.
I did.
So the overall score is a 3.6 out of 5, up from a 3.5 out of five year over year. The Apple Watch specifically is 3.7 up from 3.4
and we introduced the Vision Pro as a category
which scored a 2.4 out of five.
2.4, yeah, a D.
That's a D, yeah.
The summary.
Could be worse.
Yeah, Apple's wearable lineup in 2024
saw strong advancements in AirPods
and steady if uninspired,
improvements to the Apple Watch.
The new hearing aid features for AirPods Pro 2 was widely celebrated as one of Apple's
most impactful innovations.
The Apple Watch Series 10 and Ultra 2 updates are seen as incremental, with some frustration
over the lack of significant redesigns or an Ultra 3.
However, the Apple Vision Pro dominated the conversation
with reactions split between awe
at its technical advancements and disappointment
over its price, usability, and lack of compelling software.
Many view it as an impressive
but unfinished first-generation product.
While the hardware across Apple's wearables
continues to improve,
concerns about stagnation in the watch line
and the Vision Pro's uncertain future persists.
I went with an overall score of 4, an Apple Watch score of 4, and a Vision Pro score of
3.
So I think the Apple Watch one was one of my most interesting ones to score because I just
continue to be disappointed with the Apple Watch from a hardware perspective.
Making it thinner is lovely, but I want to see a significant design change for the Apple Watch. Like significant is what I want, but I don't
know if I'm ever gonna get it. But watchOS 11 was my favorite operating system
update this year. The enhancements to the widgets I really liked, the smart stack
I really liked, live activities is great, but the new photo face is one of my
favorite things Apple has put in an operating system in as far as I can remember.
I adore that every time I look down at my watch, I get a little moment of joy.
So I have like pictures of places we've been to, pictures of my wife, and oh man, I am
so excited to get photos of my baby onto this thing.
My word, my heart's going to explode.
If you've not used the Photosface,
maybe you think you're not a Photosface person,
just try it, because I didn't think
I was a Photosface person, but this, it's so good.
They've done such a good job.
They lay them out really well.
Whatever machine learning model they've made
to lay these things out is really great.
And you can have two complications on it now too.
So I really do recommend it.
I think it's great.
And then the Vision Pro, I mean, that's just a mixed bag, right? Like the summary said,
the launch was exciting, which is a year now. It's like a year yesterday. The hardware itself
is so futuristic. And so I think well, really well done. Vision OS is a very promising operating
system with which has gotten great advancements throughout the year. They have made it significantly Vision OS is a very promising operating system,
which has gotten great advancements throughout the year.
They have made it significantly better throughout the year,
but the lack of developer support has just meant
that the buzz has just disappeared.
I think even if you remove Apple intelligence
out of the conversation,
I don't think this would have gone any differently.
And you can't ignore that.
Yeah. I would say, overall, I would say four, although I would actually even consider five.
And here's why. The new AirPods are great. They took the old AirPods Pro and made them hearing aids.
The Vision Pro, while not a product most people should buy,
is an amazing product.
It costs too much, which is why nobody should buy it.
It is amazing.
The OS is really kind of incredible.
It's got huge potential if they work on it.
There, you know, it has a frustrating lack of content
and a frustrating lack of apps,
and that is on Apple, bottom line.
But that all said, I choose not to invent a world
where everybody rushed out and bought a Vision Pro
because we don't live in that world.
Like that was never gonna happen.
That was never gonna happen.
I was looking at my review today of the Vision Pro
and I used, I described it in the first sentence
as speculative and impractical, right?
Show me the lie, right?
Like that is, it is impractical
and it is a speculative product about the future
and I likened it to early days
of personal computers where you'd spend $5,000
on a computer because computers are the future
and it doesn't do anything.
And that boy, that was true.
That was personal computers in the early days
and Vision Pro is like that.
The problem is Apple needs to be doing more
to get people to try it and experiment with it
and think about the future and they're not.
And I wrote that column in Macworld a few weeks ago that I feel like it's because they don't know how to
be an upstart and they don't know how to jumpstart a weird product category and get people excited
about something that's not going to pay off for a few years. I feel like they've like completely
lost that because they've been on top for so long. But that said, and there are one other item is
missed opportunities, which is they should have had AirPods and glasses, right?
They should have had that.
They should not have let Meta,
they have all the pieces for that.
And a lack of vision in their product map, they blew it.
So I can't give it a five, but I'm gonna say overall four.
I'm gonna say Apple watch is a five. Um, and my reason there is that I
know it's not for you, but I bought a series 10. I love it. It is such an enormous update. It is, I love how thin it
is. I think it's, I know it doesn't look any different, but it is very different.
I don't doubt that.
It's very pleasant. Well, this is, I'm just, I know it doesn't interest you.
So I'm going to give you the enthusiastic perspective of it,
which is, it's not for you, but it is for me.
And I think it's really great.
I'm sorry to the ultra users who didn't get an ultra three
this year in hindsight, the ultra two should not have come
out last year.
That was kind of weird, right?
Like that was kind of weird, but, but whatever,
there'll be an ultra three this year probably,
and it'll be fine.
But yes.
And watch a West really, really great update.
I was, uh, we were driving to curling yesterday, Lawrence driving, I'm sitting in the passenger
seat and my watch taps me.
And I'm like, what is it?
It was a live activity from my phone, pushing to my watch and tapping.
And I looked at my watch and it said, arsenal just scored a goal.
I'm like, Oh, that's the stuff.
Like, that's exactly what I want is it's a thing I care about. It's on my phone, but my watch is right there.
And it takes the live activity widget and it gives me the tap because I'm wearing my watch and I'm not looking at my phone.
And it says, here it is, the score update is now 2-1 to the Arsenal. And like, I really love that. Scrolling down to see my timers going, you
know, here's this thing, this live activity that's running. Like, I think they are, they are still picking their way
out of the wreckage of the initial conception of the Apple Watch and Watch OS 10 years later, which, you know, things
change. That's, that's how evolution works, but they are doing it.
I would say in the last few years,
it feels like they have gotten a much more confident
approach to what people want on the Apple Watch
and are building it and are kind of taking the garbage away
or at least putting it on the side
and putting some new stuff forward
that makes it more usable.
And yeah, Vision Pro, I'm gonna give the Vision Pro a four
just off of, because I'm just making this up as I go along here,
because of everything I just said,
which is it's actually kind of a brilliant product.
It's just not ready for widespread use.
And honestly, that's okay, because it's so good,
it's way too expensive.
Nobody should buy one, right?
But my take on the Vision Pro is not that it's bad.
I get a sense from some people's like, oh, it's a flop.
It's so bad.
It's like, it's actually great.
It just is overpriced and a 1.0 and you know, it, Apple needs to put more effort behind it.
I will not give it a five because that's what bothers me is that Apple hasn't.
Tried to drive developer interest in it by, you
know, essentially making an effort and giving more and offering incentives.
And they just, and I think it goes to what we'll talk about in a little bit, which is
Apple's relationship with developers that continues to degrade.
And also the content, I wish they had had a much stronger content plan because I do
think that if anybody would buy it for $3,500,
it's people who really, really, really want niche content,
like let's say live theater in an immersive space,
or live sports in an immersive space.
And what we've gotten is a small amount
of prerecorded stuff.
So there's more to do there,
but I think the Vision Pro as a product,
well, as a technology
product I think is a great success.
And then as a product in the market, it's a failure.
But what could it have been at $3,500?
It was always going to be a failure.
And that's okay as long as they keep working on it.
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So we move on to home kit and home automation now.
A smart home category. So we move on to HomeKit and Home Automation now.
A smart home category.
Yeah, smart home.
2.7 down from a 2.8 year over year.
Yeah, flat, really.
2.7, 2.7, 2.8, 2.7.
It's been in the solid D plus student.
You love it.
You love to see it.
Apple's smart home strategies as the summary in 2024
continue to frustrate users of many feeling that HomeKit remains unreliable. I love to see it. Apple's smart home strategies, as the summary in 2024,
continue to frustrate users of many feeling
that HomeKit remains unreliable.
The Home app is unintuitive,
and Apple has largely neglected the space.
While there were minor improvements,
such as better control center integration
and some matter enhancements,
the overall sentiment is that Apple
has yet to make significant strides.
Many users have resorted to third party solutions
like Home Assistant to achieve better automation
and compatibility.
The lack of Apple Intelligence integration
into the HomePod and the continued unreliability
of Siri further disappoints users.
So I'm hopeful that Apple may reinvest
in smart home efforts in 2025, possibly with new hardware,
but for now the platform feels stagnant.
I find it funny that like the Apple Intelligence thing
being a negative when like, I don't
know. I don't know. I know. I don't know.
Apple intelligence is terrible. Why don't we have more of it? Yeah. I'm not. Okay.
Nope. Not really sure about that. So I gave this a three out of five. Um, for me, the
control center actions and the way that I can customize those. It's like exactly what I was looking for from my home, um, from the home app.
So I'm very happy about that.
Um, outside of that, there's nothing else.
There isn't anything.
Um, but as I mentioned, and I do, I have high hopes for a five out of five next
year, they just need to give me the device that I want.
Yeah.
Right.
Yeah.
I think so.
I mean, I, I don't know what to say here. I totally understand
the twos and threes. I mean, honestly, I use it, it works fine for me. I wish it did more.
And that's the problem is, like, it doesn't it's so dumb, like the home app isn't good.
I think people have, they all mentioned it in their comments,
like all of them.
Home app isn't good.
Matter isn't there.
I think matter actually is gonna be a thing
and it's coming.
I think it's just been a lot harder to get it to roll out
than anybody expected, but I do think matter is going to.
None of the parties involved want to bear the burden
of this alone, right?
Google and Apple and Amazon have decided
they don't want an arms race anymore. It's just
killing the entire category. I think matter is going to eventually come through and be something that it just means
you don't have to worry about it. That said, like Apple's side of it, like the, the fact that if you talk to nerds,
they start talking to you about HomeBridge and Home Assistant says something. And it says
that the home stuff in Apple's operating system is just dumb, right? Like, that's the problem is that it doesn't seem
to be as smart as it should be, if that makes sense, right? Like, here is a light you can turn on. Okay. But like, if
you try to automate anything beyond about turn it on at sunrise and sunset or turn it on when I come home
It falls apart really fast like intelligent automation based on the sensors and devices in your home
It's kind of just not there
so
you know
I'll give it a three because I think actually a lot of my home stuff works great and I'm pretty happy with it and
I've settled into a pretty decent routine. That said, Apple needs to
do more here. My hope is if we hear all these stories, like you said, about new stuff for the home and a new home kind
of renaissance from Apple in the coming year and years, that they will also prioritize some software help to make the home app better. So we'll see. But, but I'll give it a three
because like I said, it's not it's not destroying my life. It works and I can rely on it. And
and yeah, the control center items are great that I use those all the time.
The Apple TV got a 3.2 up from a three summary is Apple TV remains a 3.2, up from a 3. Summary is, Apple TV remains a solid, reliable streaming device, but 2024 was another year
of minimal change, both in hardware and software.
While Apple TV Plus continues to receive significant attention from Apple, tvOS and the Apple TV
hardware feel stagnant, with no major updates or innovations.
Users appreciate its ad-free, privacy-focused experience compared to competitors, but remain
frustrated by the aging UI, lack of major software improvements, and the high price
relative to cheaper alternatives like Roku and Fire TV.
The few newer features, such as automatic subtitles and enhanced dialogue feature, were
welcomed, but did little to change the overall perception of Apple TVs and maintenance mode
rather than active development. And for me, I gave this a three. I don't look at content in this part. This
is just the box. Yes. For operating system. People were very specifically told not to
talk about Apple TV plus in this category. It is not a services question. It is a hardware platform question. Soft OS question, not services.
So, I mean, I'm torn by this like I am by home.
I'd say three, I guess.
And both of these things can be true.
TV OS, okay, first off, let's talk about the hardware.
Minimal change in hardware and software.
Okay, let's talk about the hardware. Apple doesn't need to and software. Okay, let's talk about the hardware.
Apple doesn't need to add any hardware to the Apple TV.
It's fine, it's fine.
What would they even do?
I mean, they will probably put a different processor in it
and maybe they'll add a different radio or whatever,
but like literally it doesn't need to change.
It's fine, it's fine.
It is so much more powerful
than the competitors in this space,
especially the stuff that's embedded in TVs.
And you have to go to the high end competitors
that are actually more aligned with the price
of the Apple TV 4K in order to get them
to be sort of comparable in that sense.
So the hardware is fine, I don't care.
The TV OS is perfectly functional,
but as especially our friend, a friend of the show Joe Rosenstiel has pointed out on on numerous blog posts and many other people have to like
What are they doing on the TVO side it is it is like it's been abandoned
It really is maintenance mode is a good way to phrase it
There are I'm in the midst of trying other these other devices
I've got a fire TV
high-end I've got a high-end Google TV I got a high-end Roku and I'll just tell
you first off everybody's right Apple is the only box maker that's playing a game
where they're not trying to sell you you know random commercial products and
stuff like they're they market their own stuff but like it is not the same. Everything else is a zero privacy, full of
ads kind of garbage, garbage can of stuff right and Apple's hardware is better. But like their software stuff that is such a
no brainer and has been a no brainer for years. I can't believe Eddie Q isn't angrier about the sports and live in general on Apple
TV, on TV OS. Like there's so much, one of the fastest growing segments of streaming is fast,
is free ad supported TV. It's streams, it's live channels of stuff with ads. And some services
have live channels of stuff without ads too. And Apple should build a live guide, right?
That says these are the sports that are on now,
these are the apps you've got that have live channels
and these are the channels that are on.
Several of Apple's competitors do this.
Apple has done nothing for years.
And it's stuff like that that really bothers me,
that it feels like this is a product that is better than the competition, even though it's stuff like that that really bothers me, that it feels like this is a product
that is better than the competition,
even though it's more expensive,
because it provides a premium experience
in terms of not feeling like
there's an ad around every corner
and that all of your data is being shipped back
and diced up into little bits
and sold to the highest bidder.
That's all true,
but it does feel like there's nobody drivingder. That's all true. But it does feel
like there's nobody driving it. There's no, there's no captain of the ship. There's no
vision for where this thing is supposed to go. And like how many years is TVSOS going
to go by without a live guide? Cause like we're there now. Streaming is television now.
And people want to watch things streaming live. Plus they
need to bury the hatchet with Netflix and whatever it takes that really hurts their
platform. But like the live guide is such an obvious thing and it's just not there.
They've added some things around the edges that tend to be things that are on other Apple
platforms, but they've also added them to this Apple platform because why not? But like something that's very Apple TV plus, or sorry, very Apple TV
specific has just not been given any attention. I don't, I don't understand it. Because it's here's the thing, for a
product that nobody seems to care about at Apple, it's actually surprisingly good. Imagine how much better it could
be if anybody showed it any attention,
but it really doesn't feel like a product Apple cares about.
And it's too bad because I use it every day.
It is my entire window into television, is the Apple TV.
And it's actually pretty good,
but it could be so much better.
So I'll give it a three.
It's really like giving, it's giving a student a good grade,
but writing, see me on the paper so that you can tell them that you're disappointed that
they're not applying themselves better. Services is 3.5 out of 5 up from a 3.3 of a year over year.
The summary is Apple services continues to be a mixed bag in 2024. Apple
TV Plus remains a standout, consistently producing high quality content, though its film lineup
still lags behind its strong TV series. Apple Music saw improvements, but frustrations of
its Mac OS client and Siri integration persist. The biggest recurring complaint remains iCloud
storage. Apple's 5GB free tier is widely seen as inadequate and outdated
Apple services ecosystem benefits from deep integration with its hardware
But few of its offerings are considered best in class and many users feel they pay more for convenience
Than for excellence while reliability is improved in areas like iCloud sinkingcing, some Apple services feel stagnant or
focused more on revenue generation and user experience. I gave this a four.
I will actually echo, I didn't put this in, but I in reading this I echo the five
gigabyte free tier is terrible. I think I submitted this before I ended up having
an issue with my mom's phone and needing to upgrade our storage and stuff. It's
just ridiculous. But for me, I just guess a four out of five,
just because the content that Apple TV Plus produces
far exceeds my frustrations with other areas
of Apple services where I have them.
And I do have far less.
I will say, I don't want to bag on the participants.
There are things in here that people are mentioning
that I literally never think about.
Like reliability of iCloud syncing.
Is this a thing we're still concerned about in 2024?
I think you can see where some people just
get attached to certain vibes and will not let them go.
And that's just, you got to just shrug.
It's hard.
Weird to me, like to see stuff like this. Like, yeah, but I, I just think it's,
that's like, um, it's just like, I, I remember feeling these things, but like,
I don't feel them anymore. Now, of course,
do I have the occasional thing where like a folder sits there just spinning?
Sure. But it's not like, anyway, everybody has their own experience.
This is odd to me.
But yeah, Apple continues to make my favorite TV shows of the year basically every year, and I just think that that
is such a feat that they've managed to produce and like they're able to find produce and program this content.
And so for me, they get a high grade for that.
Yeah, I mean, I, I, I'll throw in a four.
That's fine.
Like I think TV plus is great.
That's why they talk about it.
That's why they talk about TV plus all the time.
Like there's so many other things going on in services, but they talk about TV
plus all the time because it is their most visible thing and it is, uh, it has
been very successful, I think creatively,
on the TV side, not so much on the movie side,
but on the TV side, it's been really successful.
And yeah, in other areas, like Lauren uses Fitness Plus
and likes it.
I've heard, I haven't spent as much time with it,
but I've heard from a lot of people who say
News Plus is actually good now.
Who knew? Who knew?
It's not for me. I have my I have my news reader instead, but like maybe I should look at that
So I've heard more positive things about it. I I when I had two computers
I was using iCloud syncing for desktop and documents and you know what worked work fine occasionally
There'd be something where I'd be like, why is this file not here?
But you know what that happens on Dropbox to
Just sometimes mostly not but sometimes it happens but it happens on other cloud syncing services to it. It's fine
and
They've they've done some improvements there. So yeah, I think it's I think it's a pretty solid thing and that's good
Because they it's a huge part of their business now. It's like a quarter of their business
thing and that's good because they it's a huge part of their business now it's like a quarter of their business.
Hardware reliability 4.6 and has remained a 4.6 and has been in that
realm for like five years at this point 4.5 4.6. Summary is Apple's hardware
reliability in 2024 remained exceptionally strong with very few
complaints or major issues reported. Many panelists noted that they had no significant hardware problems and some
praised Apple's consistency in delivering high-quality devices year after year. The
transition to Apple Silicon has continued to pay off, with users appreciating the improved
performance and durability compared to older Intel-based models. While a few minor concerns
were raised, such as Touch ID inconsistencies and the non replace ability of certain
components. The general consensus is that Apple is in a
golden era of hardware reliability. I gave it a five
out of five with zero comment because it just feels like there
is no comment to be made in my opinion anymore. There has to be
some kind of controversy for me for this to change each year.
Yeah. Yeah, it is. I, I'd give it a five.
Apple's hardware prowess is not in doubt.
No.
Right? Like, they've overcome the worst of it
with the butterfly keyboard and things like that.
There have been no gates.
Ha!
Uh, they're good at this.
Yeah. I expect the thin phone,
the unfolding phones, to be their next potential issue, right? Like form factors that are new to them could be problematic, but we'll see.
But folding phones, I mean, they come with so many new issues that potentially existing
iPhone users have not had to consider.
And I'll be keen to see how that changes or not
as if Apple moves into new areas
where these things scratch and bend and break.
Yeah.
And Apple's operating system and apps.
Okay, so this is a new category
that's replacing an old category.
So it previously was software reliability.
Yeah. And I got some feedback that suggested that's replacing an old category. So it previously was software reliability.
And I got some feedback that suggested
the problem with that is, what does that mean?
How does it relate to the operating systems?
How does it relate to all the apps Apple builds?
And I thought, you know what, let's separate them.
So instead of it being software usability or reliability,
I forget even what it was.
That's how it is.
I think it was software reliability.
It was hardware reliability.
Yeah.
Or software quality is what it was.
Software quality.
Hardware reliability and software quality.
Anyway, what if we just said, tell us your feelings about Apple's OS this year and about
Apple's apps this year and just left it at that.
OS and apps.
The perfect year to do it, in my opinion to to break this out. The summary was so yeah a 3.4 for the OS and a 3.5 for the apps. It's very in line with
the previous 3.6 which was for the combined category. The software category yeah. Summary
Apple's software quality in 2024 was a mixed bag while mac OS Sequoia and iOS 18 were mostly stable, long-standing
bugs and usability frustrations persist. The biggest controversy was Apple Intelligence.
Many felt it was overhyped, under-delivered and introduced new problems while failing
to justify the trade-offs. Some praised minor improvements like notification summaries and
the new sports app, but others saw Apple's software design trending toward unnecessary
complexity. Many used this which Apple would focus more on stability and polish rather
than pushing new features annually. I am honestly super surprised that the OS
scored 3.4. Like this to me feels like... Here's your Apple Intelligence category. I feel like I'm doing a
report card on the report card people.
Yeah, that's fine.
This is where the Apple Intelligence stuff goes, not in the iPhone category.
Yeah, this is where I get, and this is going to happen when I post this story, we're recording
this just before I post it live.
I'm going to get so many people who are angry with things that are in the report card who
are yelling at me about it, and it's like, that why I don't vote. I I am just reporting the news. I am not making it like I
I you can be as mad at the panel at the panel as you want.
I
Am not in there and I agree with you
um
I think this is the category where you got to hammer them on the bad rollout of Apple Intelligence.
Yep.
Even understanding that they felt the pressure and they needed to do it and they did.
If they had, I think it would have been a real problem if they had come up at WWDC last
year and not mentioned AI.
I like, Whoa, that would, that would have been bad, but that would have been a mess.
I would have scored them badly for that.
Not as badly as I did score them, which was a two out of five on the operating system.
I agree.
I gave the apps a four.
I don't really have anything to say about the apps.
Like the apps continue to be apps.
They did that fun stuff with Final Cut camera
and all of that.
The sports app, although it's got some bugs.
That is what I expect.
I love they're trying it.
Yeah, they're doing some good stuff with the apps.
New apps or new features.
Like you are the app platform that you need to be doing things.
And so that's great.
They get a four out of five.
Great.
And you get a four out of five because none of the apps,
the things you're mentioning, they're not my things,
but like I respect them for what they are,
but like, you're not going to get a five out of me because I can't think of
something that they came out with where I was like, they, this is,
this is mine, you know?
Yeah.
So my comments on Apple intelligence, it's a thorn in the side of Apple for the entire
year, especially operating systems.
There are features that I like, but overall it's not good enough.
And the sentiment is that it's not good enough.
I like notification summaries because I accept them for what they are, but they are okay
at best.
And the fact that we haven't even gotten a full like six months on these features
and they've had to roll them back again. I mean, honestly on notification summaries,
we've got like a couple of months and they had to like, they had to kind of like kneecap them
to make them acceptable. And here he goes again. He's going to say the thing he said for the last year,
basically, image playgrounds is a mistake.
They should never have shipped it.
It's a bad version of something that
wasn't great to begin with.
And they did it anyway.
And it was a big mistake.
Yep, I agree.
I think we're in alignment on this one.
You would say two for the operating system?
Two and four.
Yep.
Yeah, this one, I genuinely can't believe the scores in this category. I don't understand.
My objections to Apple Intelligence are more about how they were implemented. They slapped
some stuff together that's really bad UI. Like some, but one of the commenters pointed out like,
have you used writing tools?
And I have, and they're like, what is this interface?
It like, is this, is this weird floating thing
that you can't control?
And, and there are several things like that
where it's just like, it's not even-
And it's like in elegant, right?
Where like the text flashes away and flashes back again.
It's like, you didn't even animate this.
Like it's weird. where the text flashes away and flashes back again. It's like, you didn't even animate this.
It's weird. Rushing in AI features is one thing that I understand.
But where you see it, the offense to me is not,
oh, it's LLMs, they're bad.
The offense to me is the areas where the UI is atrocious.
And that was always my thought
about new summaries is LLMs aren't the right way
to do new summaries.
That is a problem in need of a solution.
Tossing an LLM at it was not the solution,
but that's what they did.
And then in other areas like writing tools,
the UI isn't very good.
Ironically, Mike, ironically, the best UI work they did
in the entirety of Apple Intelligence is Image Playground,
which Image Playground, they are trying to figure out how do we build an image builder that is not a chatbot?
How do we build a UI on top of this? Like, yes, chatbots are dumb. We don't want chatbots.
We want interfaces for, right? Like command line, we don't want it.
We want user interfaces where we can tap on stuff and pick stuff and all that.
And they did that with image playground.
It's not perfect, but I love that they tried that.
That is one of the most appelly things they did on a feature that I don't like.
I do enjoy it for building in Genmoji too, so it's fine.
Genmoji is awesome.
Some of these other things, yeah, it is.
It's my favorite feature.
Yeah.
But for some things, they're not that good.
And that's what I want them to do is the whole purpose of Apple intelligence should be to
bring powerful Apple intelligence features to users with the extra added care of Apple's
commitment to a good user experience.
And I didn't feel a lot of that with their initial implementations of Apple Intelligence.
I mean, I can see what has happened.
I make stuff too.
I don't make what Apple makes, but I make stuff, right?
Like they make stuff, I make stuff.
There are times when I put things out,
whether it's a podcast episode or whatever,
like we've done like a special episode.
And I'm like, I didn't have the time to get this the way that I wanted.
Like, you know, there is a, it doesn't sound the way that I wanted, or I wish I
would have done a better job with this piece of music or like, you know, we're
doing our special stuff.
I was like, Oh, I wish I could have got a sound effect in there that I didn't want,
but I didn't have the time.
I've gone on a deadline.
I've got to get it.
Yeah.
I didn't, I was, I had a thing come up and I missed an hour of research that I
was going to do.
And as a result, I don't sound as, as well. I didn't, I'm not, I didn't read that was, I had a thing come up and I missed an hour of research that I was going to do. And as a result, I don't sound as, as well.
I didn't read that article, which I wanted to read, but life got in the way and I couldn't
get it done. And now the episodes office for it. But what am I going to do? It's going
to be done. I get it. But it's, but you still, but, but the same as for me that I will often
get, you know, often about like people will say like, oh, you missed this
or this didn't sound so good or like, great example,
the episode we did in Steven's Pod Cabin
in last September, right?
Me and you were off mic for basically the entire episode.
It wasn't good enough.
And the thing is, we hear about it, right?
Like for two weeks or a week, I'm gonna hear about
this episode didn't sound good.
I'm like, ah, but I tried.
Like we were on a timeline.
We tried to get together.
We were having a good time and it meant that we weren't focused in the way that we normally
are.
That episode didn't come together and I'm disappointed.
So like, I know the feeling and it's like, I expect there are lots of people inside of
Apple.
They know this, like they must know this because what they know is they didn't get the usual
12 to 18 to 24 months to work on their particular feature, right?
Because different features are on different timelines.
They add like 36 months, right?
And so they ended up creating this set of features and they don't work the way that they should.
But what are you going to do?
But the problem is, it doesn't work like that, right?
Like it doesn't work like that. They? Like it doesn't work like that.
They are what they are.
This is what it is.
You're gonna get criticized.
You can understand.
This is the thing that I definitely see that like,
oh, you don't make anything, which is not true.
But like, you don't do computers.
So why can you complain about it?
It's like, well, first off, that's not how it works.
People who, if a movie is targeted at people,
human beings, human beings get to say
whether they like the movie or not.
It doesn't matter that they don't know how to make a movie.
That's just how it works.
This is how it works.
So we can simultaneously understand
how under the gun everybody at Apple was
in terms of putting in Apple intelligence features
and saying that a lot of them just aren't good enough.
Both of those things are true.
And I can be very understanding about it.
I'm sorry, I'm sorry.
Please make them better and do better because they're not.
A lot of them kind of let down Apple's users
and Apple's reputation.
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So we have Developer Relations, 2.4 down from 3.
This is the lowest score since 2015.
Yeah, yeah.
It's not a new low in scoring, but it is maybe a new low in just the, it's been going down really since
that that was the moment 1617. That's like when Phil Schiller took over the app store
from Eddie Q and kind of like made some policy changes that were intended to be a little
more developer friendly. And, you know, then it plateaued for a little bit, but it is,
it is way down, way down the, the, the vibe among the people who have feelings about Apple's relationship with
its third-party developers is bad. Summary. Perceptions about Apple's relationship with
developers may have reached a new low in 2024. The company's aggressive responses to regulatory
pressure, particularly in the EU with the Digital Markets Act, were widely criticized as hostile,
manipulative and profit-driven rather than user or developer
focus.
The rollout of third-party app stores and alternative payment options was seen as an
exercise in malicious compliance, designed to discourage participation rather than foster
openness.
Additionally, Vision Pro's weak app ecosystem highlighted the declining trust developers
have in Apple's new platforms.
While developers continue to build great apps, the ability to make a sustainable living on
Apple's platforms platforms while developers continue to build great apps. The ability to make a sustainable living on Apple's platforms is increasingly uncertain.
I gave them a one out of five.
And basically my top line of this is this is one of the worst years that I've seen
from Apple in a long time, if not the worst of any time that I've covered them
professionally and it stems to the DMA because they are showing
their nastiness at its core. Like these are things that we believe about Apple
and have said for many years.
I'm going back to these 2015 times
and even throughout the entire time.
But their response to legislation
that is supposed to make the lives
of third party developers better is
In my case, I think it's ridiculous using notarization as a way to stop apps from existing which is seen into terrible the core technology
Fee agree just
Countless more dark spots that we have seen from them this year and it's not even so much where we are now
It's what their initial plan was and they've had to bring it back.
So you see that in an ideal world, what they want to do for you is nothing.
That's what they want to do.
We should never have gotten this far.
Now we are here.
I think it's worse and I want them to give more, but I do not think they will now
unless they're forced the whole time.
You hope like over time, right? Maybe
they'll back down. Maybe this is the year where we get a press release a week before
WWDC saying that they're cutting the fee down to 20%. You know, maybe this is the one, you
know, I thought that a little bit of hope, but I think with the DMA this year, we have
seen that the people making the decisions high up enough for Apple, when given the chance to change, would really prefer not to and would actually like to change worse.
That's what we see in this year.
Yeah, it's rough. I mean, I don't know what I'd give it maybe a two,
but like it's, it's bad and everybody can read the quotes
and the, and the entire comments by people,
but like Craig Hockenberry of the Icon Factory says,
Apple is blowing it with developers.
Mark Garment says, relations remain needlessly strained.
Lots of citing of its approach to regulation.
James Thompson said,
Apple should compete on merit and not threats.
Paul Cafassa says, they know what's right
and refuse to do it because they want to protect
every revenue source they have.
It's absolutely true.
That is that is the perfect way.
Paul's put it in the perfect way, in my opinion.
Yeah, I know they know.
And John Gruber said stagnation is catching up to Apple.
More of the same is just making matters worse, which is also true.
And I have a section in there about the Vision Pro because here's the thing.
A lot of them point this out and I think it's worth pointing out that one
of the reasons there was no developer adoption really to speak of the Vision
Pro is because Apple seems to be approaching it as the way that it
happened with the iPad so long ago, which is people just love our platforms and
love developing for us and they know that when they develop for our platforms
they're gonna make money, we're gonna make money, everybody's gonna be happy.
And then you get a platform like Vision Pro
where they're not going to sell very many of these.
It's going to be ages before anybody really makes back
their investment on writing software for the Vision Pro.
And Apple makes very little effort to bring people
to the Vision Pro feeling like they don't need to. And it's very clear that they do.
And that the Vision Pros lack, like people aren't developing for Vision Pro because they just love
developing for Apple's platforms. And they're having such a great time. And there's such a
great relationship with Apple that they want to throw in on a new Apple platform, even though
it doesn't really make sense financially right now. Because, like, all of those good vibes that were there
for like the Apple Watch and the Apple TV in earlier days, the good vibes are gone. And this is where we're left. And
that's why you can point at things like vision. It's like, Really, why should we treat developers better? And you look
at the Vision Pro, and one of the things you have to point to is that's
why like that's what you need to maintain good relationships with your developers is
do you want them to embrace your new platforms that they go together?
So yeah, it's bad.
It's bad.
And Apple, it's all Apple's fault.
They've chosen this path.
Yeah, they know what they're doing.
They know they know and people inside Apple know too, but it doesn't matter the people
who have the the power don't care.
They have other priorities and they have decided.
And I would argue that yes, making money is a priority.
It has to be, I get it.
But you make a lot of money
and you are harming other aspects of your business
by doing this.
And that's a classic penny wise, pound foolish
kind of thing going on.
And finally, world impact, which is 3.1 down from a 3.8.
Yes, formerly Apple environmental, social, like it was always the Rorschach test category of like,
I always viewed it as being so I changed it to Apple's impact in the world.
It really is, Apple talks a good game about how they want to make the world a better place
and leave it better than they found it and do all of these things.
And this is the fill in the blank.
Everybody has a different interpretation of it, but it's the, how you think Apple's doing
in terms of living up to its stated goals and philosophies and all of that.
The summary is, our survey asked panelists to consider anything they deemed appropriate,
including education and environmental initiatives, commitment to accessibility and diversity,
treatment of Apple's workforce and other political and policy stances. The results
were complex and mixed. Apple continues to lead in environmental sustainability,
accessibility and privacy, earning praise for carbon neutral products and meaningful
accessibility advancements. However, Tim Cook's $1 million donation to Trump's inauguration
campaign, sorry, to his inauguration sparked outrage and disappointment. Apple's growing
reliance on AI raises concerns about its environmental impact and ethical stance
while its business operations in China
remain a persistent point of contention.
I went with a three here,
which is just like, I don't know how to score it.
So this is how I feel though.
I think carbon neutral products are great
and I am happy that they're able to do this more and more.
I think that is like,
and that gets you kind of like a baseline
because it's like they are putting back into the world
what they're taking from it.
Like that's the goal.
And I think that that is great.
So they leave their impact there.
But I dropped in a racist history reference
that said the storm clouds are swelling.
Yes, they are.
We love a storm cloud here at the Upgrade program.
Because from AI to legislation and everything else.
For me, this is my case as it has been forever.
Apple is too big and too complicated
to be a pure force for good in the world.
And I think if you believed that,
you have been fooling yourself for too long.
And so that's kind of where I feel on a lot of these things.
And I submitted this before the Tim Cook donation
but realistically, I don't think it would have changed my score because it comes back to just I
Don't expect different. I mean should I maybe would it be great? Yes, but I don't expect different
I want different I would love different but I don't expect different. I want different. I would love different, but I don't expect it
because again, they're too big and they're too complicated
and they're not gonna be a pure force for good.
And I know this because I've spent years
covering this company
and watching them become more complicated.
See my previous, right?
I think it is easier for me to score the developer portion
because that just feels easy, right? It's like, easier for me to score the developer portion because
that just feels easy, right? It's like, yeah, they've been bad to developers, but here it's
like, okay, I don't like that donation, but does that undo the carbon neutrality? I can't
say that it does. It's too complicated. This is too big. So it's like, okay, you get, you
get a three from me. Like I don't know what else to do for you. I
The way I'll put it and I agree three seems about right to me is Apple is an enormous publicly held
profit driven
corporation They're not a charity. They're not a religion. They're not nonprofit. They're not a you know, they're not any of those things
They're essentially a non-profit, they're not a, you know, they're not any of those things. They're essentially a country.
A capitalist, profit-driven, investor-driven corporation,
global in scope, larger than countries.
They, do they have ideals that they try to live up to?
They do.
Do they do a better job? Have they set better goals for themselves and have tried harder to meet those goals than other similar corporations? I believe they do.
Does that mean, as you said, are they able to always live up
to all aspects of what people would wish they would behave as?
No, because they are too big and too complicated
and are a profit-driven corporation, right?
That's just what they are.
And Tim Cook, given a million dollars
to the Trump inauguration, like, we all know why he did that.
You know, he did that, he did that one, so Apple didn't, and two, because he knows that he's going to be navigating Apple through at least four years of an administration that requires gestures of fealty to get what they want.
And in the end, Tim Cook cannot, as the CEO
of said enormous profit-seeking corporation,
cannot cut off his nose to spite his face.
He can't, he just can't.
And that's just the truth.
And people who want to hold him up to higher levels of ideal,
like I get it.
But and, you know, Tim Cook, look, do we, does anybody think Tim Cook was happy to make that
donation? I don't think so. But that's how the game is played. We don't have to like the game.
And we could say, well, he should have just taken his ball and gone home. Well, I mean,
he could have, but that would have either hurt Apple or they would have replaced him with somebody else
who would do the same thing.
And I think that's just like,
you gotta take the blinders off a little bit
about what Apple really is.
And I think that Apple talks a good game
and mostly walks a good game,
but they're still what they are,
which is giant corporation,
giant faceless generator of money for investors.
That is, and you know, you can love the products, but never forget that.
Yeah, it's like if you find yourself like being surprised, you have a bad taste in
your mouth, use this as an opportunity to recalibrate your thinking about
what they should be. Like I just feel like I've been down in the trenches
for too long.
Like my thinking has been recalibrated a long time ago.
I mean, that's the thing for me is I've been covering Apple
as a subject for so long now that I am legitimately
taken aback when I see somebody,
and there was a lot of this after the Tim Cook donation.
And I understand it.
I am taken aback when I,
oh no, but just let me finish this.
Sorry, sorry. I am taken ab back when I, oh no, but just let me finish this. Sorry, sorry.
I am taking it back when I see somebody write about that,
and it's very clear that they are coming
from the perspective of being a fan of the company,
and thinking about it in these terms,
like you're a fan of a sports team,
which by the way, same deal,
people who own and run the sports teams also not great.
Because it's been so long since I've been that. I've been a fan of the products.
I do this because I have used and loved Apple products over the years and continue to do so. But boy,
you cover a company, a corporation for long enough. And you, first off, you get to know the people, and they're often great people, sometimes not,
but often great people who work at that corporation. But the corporation does what it enough. And you, first off, you get to know the people and they're often great people, sometimes not, but often great people who work at that corporation.
But the corporation does what it does.
And you have to very quickly realize
that the corporation is a vast money-making machine
and that's what it is.
And I think that maybe the last year
has helped some people go through that process of saying, oh, right.
I need to recalibrate how I view Apple and my relationship to Apple because I don't think
you should be a fan of the corporation.
I don't think you should be, but you can still love the products and how they impact on your
life and want them to be better and be excited when they're good.
But you don't have to be a fan of the corporation. Um,
because as Mike put it, Apple is too big and too complicated for that at this
point.
So just as a quick wrap up to the report card, uh,
the biggest swings were the iPad gained 1.1,
uh, over its previous year and world impact and developer relations
Lost point seven and point six respectively. They were the biggest swings of the year But people should go see these charts on the on six colors. They should go to six colors and see the charts
Yeah, we'll put a link of the show notes too. You can see it. You can see it all as
The perfect coder to this discussion Jason. Why don't you play me a little piece of music?
They sure do. They have all the money. Thank you to Lex Friedman, Lex.Games for creating
the forever jingle now that will be part of the Apple earnings discussion. The great thing
is that these earnings were really boring, which is good because I want to rush through
them because this has been a long episode. Revenue, 124.3 billion, which is up 4% year
of year. It is the largest revenue quarter in Apple's history, which is up 4% year over year.
It is the largest revenue quarter in Apple's history,
which is funny.
It's an all time record.
It's funny to say that and then also say it's boring,
but there just aren't as many stories here
as there are usually, I feel like.
Yeah, yeah, I mean, sort of.
$36.3 billion in profit.
The Mac is at 9 billion, up 16% iPad is 8.1 up 15%
the iPhone is at 69.1 down 1% year-over-year services is at 26.3 up 14%
wearables home and accessories is a 11.7 down 2% year over year. China revenue is down
11% year over year. And I give a quote, this is from 9to5Mac, Apple CEO Tim Cook told CNBC's
Steve Kovach that the iPhone sales were stronger in countries where Apple intelligence is available.
Currently, the software is only available in a handful of English speaking countries
and it isn't available in China or in Chinese.
To me, that feels like a convenient excuse.
Yeah.
But yeah.
Yeah, yeah.
Dan, Moran and I did a live stream afterward
and this came up there and we were both kind of
chuckling this like, well, I mean, there are countries
that have Apple intelligence rollouts and they, you could say that the iPhone sold better there and then you could describe that to being Apple intelligence related.
But if what you're really covering up is that you had one market that was bad, which was China, one way to cover it out is to say, well, you know, it didn't have Apple intelligence. That's why it was bad. And therefore all the places where we did have Apple
intelligence, we did better.
I think it's a smoke screen and that, you know,
they just are, they had a big miss in China.
China's a really competitive market.
I think that the era of Apple being, you know,
really bullish about its huge place in China,
I think is over.
They are still competitive in China, but it's
going to be the hardest market for them. And that's just going to be it, going
forward. I think that they'll make money in China, but it's not going to be like it
was. They're just, you know, they're fitting into... We've seen this pattern
from them. They make money in China when they make a significant change to the
phone. That's when you know they're going to make money in China. And do you know
what they did this year? They didn't make significant changes to the phone. That's when you know they're going to make money in China. And you know what they did this year? They didn't make significant changes to the phone. And if they bring out
this, like the iPhone 17 air, then maybe we get a folding phone the year after that. They're
going to make money in China. Like this is, this is something we have seen time and time
again that like they see the biggest swings there when they have something that people
can show as a status object, which seems to be, I think it's important everywhere, but has been said, and so I'm repeating it.
I don't know this is true because I do not personally understand Chinese culture, but
it is said that being able to show newness and wealth and change is beneficial there.
And so people like to buy those things to show status.
I think it's beneficial everywhere,
but I think there may be something particular
about the Chinese market that magnifies it even more.
I've heard that, and so I'll repeat it, but I don't know.
I mean, the thing is, it's up in places.
I think it's great in a way for Apple's business
that they were able to record the largest revenue
quarter with a
Down year-over-year iPhone even though it was only down 1%
That does mean that the slack was picked up by the other products, which is I mean, that's the whole reason you have a product mix
Services iPad and Mac were both up double digits. they're both up about 15% and that
enabled the 56% of their business this quarter, which was iPhone revenue, to be
down a little and still set the record. Which is great. That's the point.
And I will say, so calling the China Apple intelligence thing a
smokescreen, I will back that up by saying I will give them credit. A lot of
people at Wall Street are
like freaking out about whenever there's anything that's not like up, like iPhone
revenue is not up, oh no, I bet if you take China out of the equation, iPhone
revenue is up, right? Like I bet it is. Oh of course. I bet it actually is. I mean, but I don't think it's the AI that did it. I don't think it's AI that did it. No. Definitely that's the reason.
I think it's larger issues.
I think it's all the competition they've got in China,
and there's a lot of it.
And I think there's a general feeling
that there's more of a desire for things that are Chinese made
than there was when Apple was selling a lot of iPhones.
China is what?
Their first or second largest market,
probably first largest market for pure revenue?
I don't know the answer to that.
But it's got to be way up there.
Top three, we'll say.
Any of those markets down 11% year over year,
you're gonna see it in the top line number.
You're gonna see it.
Like if Apple was down in America 11% year over year,
you'd see it.
It would show, right?
Yeah, for the record, Apple's largest market
is the Americas followed by Europe, Middle East and Africa.
Then China and then rest of Asia Pacific and Japan.
Yeah, that's how they break it out.
But it's a major...
Amir is like basically the rest of the world.
You know, like it's too big.
It is. It is rest of world other than Asia Pacific, Japan.
But yes, it is...
But just to give you an idea,
the China number in revenue is like about, I don't know,
13 billion, and the EMEA number is like 23 billion,
and the Americas number is like 44 billion.
Just to give it a sense, it's a big market.
Is like 10% of Apple's overall revenue, which is huge.
That is a huge chunk.
And any- They're very reliant on it.
Any amount that goes down, you lose 11% of 10%.
You can see it. Like it's a lot of money, right?
Sure.
Yeah. All right. Well, look, this is what it is.
I mean, congratulations to Apple.
Honestly, I didn't think this was going to happen.
I didn't think they would break records this year personally because I just didn't think the iPhone was going
to do it. I was right in that regard. The iPhone didn't do it this year. Like it didn't do the leap,
but I did not count for the fact that the Mac and the iPad were going to be so successful.
I did not count for that. I am surprised about the Mac getting 16% year over year. Like, I don't feel like
there has been a blockbuster product.
Well no, M4, MacBook Pros, Mac Mini.
Yeah, I mean those are, I guess it's the accumulation of all of those things, isn't it? That has
done that.
The Mac is still humming along. M3 MacBook Air is going to be a great seller.
You put new MacBook Pros out there with the M4.
I think that they sold a lot of those,
and that generates a lot of revenue and a lot of profit
because they're more expensive.
And then the Mac Mini, I think,
kicked off an upgrade cycle as well.
But wasn't there M3 MacBook Pros last year?
Yeah.
That's what I mean of like,
what is it that jumped them 15% more over last
year's figures?
But like, I guess there was just more stuff.
Two, two things.
The Mac mini and the fact that it's been another year since the Apple Silicon transition.
So you're going to get more people to make the transition to a new M4 from like an m1 and I guess to if you're a purchaser
The base models being more attractive would mean that this might be a year also helps. Yeah, sure
No
Well, there you go. We don't have time for us to upgrade this week because otherwise we will be here until Tuesday
Until yeah next Monday. So I hope you've enjoyed this big episode.
I have actually I would just say I've really enjoyed this episode of upgrade.
Jason, thank you for doing the report card for giving us such a great episode to do.
I'm very sure for it.
So thank you for that.
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Until then, say goodbye, Jason Snow.
Goodbye, my curly.