Waveform: The MKBHD Podcast - Apple Silicon Has Competition!

Episode Date: June 5, 2026

Next week is Apple's WWDC conference, but this week was all about Microsoft. But first, Andrew showed off his new DIY smartwatch to Marques and David. Then they go over the new announcements from Micr...osoft and NVIDIA including a new chip that might finally be some competition for the M-series chips. Allegedly. Maybe. Of course, we wrap it all up with trivia! Links: Fitbit Air mods Ollee watch Cam Shand - Ollee watch video 9to5Google - Opting out of AI overview in Google search Verge - Gemini Spark Microsoft - RTX spark Microsoft Surface Ultra Verge - Microsoft Project Solara Agent OS Newswire - Microsoft Banks Claude Code This episode brought to you by: ChefIQ: https://chefiq.com/discount/WAVE Shopify: https://www.shopify.com/wave Follow us on socials: Marques: https://twitter.com/MKBHD Andrew: https://www.instagram.com/andrew_manganelli/ David: https://www.instagram.com/davidimel/ Adam: https://www.instagram.com/parmesanpapi17/ Ellis: https://twitter.com/EllisRovin Waveform: Twitter: https://twitter.com/WVFRM Threads: https://www.threads.net/@waveformpodcast Instagram: https://www.instagram.com/waveformpodcast/ TikTok: https://www.tiktok.com/@waveformpodcast Join the Discord: https://discord.gg/mkbhd Intro/Outro music by 20syl: https://bit.ly/2S53xlC Waveform is part of the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Starting point is 00:00:57 Then they got to California stuff. for OS to N.9. Okay, Mavericks, Yosemite, El Capitan. Yeah. Okay, great. California. Sierra. California, California.
Starting point is 00:01:07 Mojave. California. California. Big Sur. Now we're just to obscure. Monterey. Monterey's not obscure. Ventura is not obscure.
Starting point is 00:01:17 Ventura is not obscure. Sonoma. Honestly, didn't know Ventura was a place. Because you guys are not from California. Exactly. It is a little obscure. Most people aren't from California. I know, but then actually.
Starting point is 00:01:28 Apple is. Statistically, in the United States, actually, yeah. Most people are from California. No, no. Yeah, what is up? People of the Internet? Welcome back to another episode of the Wayform podcast.
Starting point is 00:01:43 We're your hosts. I'm Marquez. I'm Andrew. I'm David. So we've got a big week for you. It's the week before WWDC. So we'll have some predictions and stuff to talk about. We've got a lot of watch talk also.
Starting point is 00:01:55 Apple Silicon competitors are starting to pop up. And this is part of a bunch of stuff that's competing with Apple. Apple's world, but NVIDIA RTX Spark. We got to talk about that. Yeah. And then Google is letting website owners opt out of AI overviews and some Microsoft news. So let's just dive right in.
Starting point is 00:02:11 All right. But first of all, if you haven't already subscribed on YouTube, this is definitely a shout-out. I know a lot of people actually don't subscribe, but then it shows the video when we launch on the homepage anyway, because you just go to the homepage. But if you want to make sure you definitely see every new episode, subscribe and hit the little bell. And then when it comes out, you'll be able to go, oh, pot on time. or, oh, pod late.
Starting point is 00:02:32 Or chapters working. Here's before chapters broke. That's your alarm at me. I just came here to have a good time, record a podcast. I feel very attacked right now. Well, that bell will be your alarm to go do your dishes. So you can just wait until the bell goes off and then you go to your dishes. Yeah.
Starting point is 00:02:46 And if you're subscribed, you'll always get here before the chapters break. That's very important. Yeah. But first, did they even test this? I think Ellis has one for us today. I do. And I'm kind of nervous because I sort of feel like whatever I have a, did they even test this? it's just on me.
Starting point is 00:03:02 Did you even Google this? I have a few people to judge that. But, you know, okay, so I have been trying to broaden my worldview. And by that, I mean use non-apple products more and more lately. And, you know, eagle-eyed viewers of the podcast may have noticed I've had a series of different garments on my wrist for the past few weeks. Today it's the Phoenix 8 OLED dinner plate edition. I think solar, right?
Starting point is 00:03:30 Not solar, the Ammoled. Ammolid X Ben 10, because this thing is ginormous. But, and I don't know if other Garmin users do this. One thing that I really like, but the Garmin, I think maybe, is that when you do strength workouts, you can put sets, reps, exercises, weights in, and then it's like nice thighs or whatever. I don't know. To be honest, I can't figure out how to use the data.
Starting point is 00:03:58 I've fractured thigh data. I've never used that. I've used Garmin for years and the sets and reps thing. I always just my strength workouts. I essentially set up a bunch of different cardio workouts, with just names of what I'm doing that day. So I just know the general. That's what I've been doing for a long time too,
Starting point is 00:04:14 but I was curious if I could get some sort of insight into, I don't know. Even saying this out loud, I'm like, dude, what are you doing? But I was just curious about the whole platform. And when you're doing upper body workouts, it's reasonably accurate. Like I would say it gets the right exercise 75% of the time and gets the reps right about 50% of the time. I do like the interface on the Amo-led Phoenix.
Starting point is 00:04:42 It makes it very easy to like change what how many sets of reps. But after a workout, if you would like to correct Garmin's mistakes, you must do it in the Garmin Connect app, which is already not awesome. It's an app. It's an app. It is a app. But the thing that I did they even test this is I have found the search bar to, when you want to correct a work and exercise, to search for the correct exercise, is the most difficult to use search bar I have ever used in my entire life.
Starting point is 00:05:17 I don't know. I cannot figure out the keyword logic. I cannot figure out anything about it. Have you searched in Gmail recently? It's so much worse than Gmail. So yesterday, yesterday. That's the bar. I was doing one-legged leg presses with like a stability pad.
Starting point is 00:05:34 And I had given, I knew there was not going to be a stability pad option, right? I'm in PT. I'm fixing my ankles. I'm fixing my calves. And so I was like, okay. So I googled leg. Or excuse me, I put leg into the search bar. Nothing came up.
Starting point is 00:05:49 I put press into the search bar. 50 million options came out, obviously, because of all the presses. That doesn't make sense. I put leg press into the search bar. and leg press showed up. Not what I'm looking for. I did one leg and leg press. So I put one leg, nothing again.
Starting point is 00:06:05 I put one in. Nothing comes up. I put one arm just because I put single, nothing. It's just like I literally cannot figure out for the life of me how to find any exercises in this. And then it's compounded by the fact that like I'm what I think a lot of people would call like a fitness moron. Like I really don't. I'm still like learning what I'm doing in the gym. which I think makes me a great candidate for a product like this.
Starting point is 00:06:32 But I'll be like, I don't know what this exercise is called. And then I'll try to go into Google and be like, exercise where you're on one foot and you take the thing and you swing it. And like, you know, like, and it'll just be like, that's a Czechoslovakian double. Bulgarian. Actually, to Garmin's credit, Bulgarian split squats are in the app. Those are very common.
Starting point is 00:06:57 If you search Bulgarian, it does. actually come up. That is like the hardest exercise you could possibly do. So I fall over every time. Oh, have you guys used the hydro tube with those? In my PT, they gave, they give you. Is that for balance? It's sick, Marquez.
Starting point is 00:07:12 That sounds, I'm picturing something, but I want you to describe it. Okay, picture like a four foot hot dog filled with 15 to 30 pounds of liquid, depending on how much it's like filled that day. Whoa. And it's sloshing around. And so you put it over your shoulders like. that sounds sweet. A barbell?
Starting point is 00:07:31 Is that what that's called? Boom, like a barbell. And then not only do you have the weight of the water, but it's sloshing around. So you have to activate your core and your shins. I need a four foot barbell with water. That sounds really useful.
Starting point is 00:07:44 It was sick. But obviously, there's no way to put that in your, in your garment gear. Anyway, so I would like to amend this, did they even test this to, please help.
Starting point is 00:07:54 I mean, to be fair. Someone tweet at me and tell me what I'm doing wrong, because it can't, it has to be me, right? Like, there's no way this premier fitness app has, is this. I think it's a little bit of both. The thing is there's, there's, it's all about, like you say you're a beginner and there's people who are more advanced, like every exercise has a variation and a different name.
Starting point is 00:08:12 And to some extent, I just kind of lump a lot of different exercises into, into like a bigger category because it almost doesn't matter when I'm logging it. So if something is just in PT, I'll just label it all as PT and whatever. I just logging that. Or like, if. leg press was still in there, even though you're doing single leg, leg press with a whatever, I probably just like a leg press. But you proved that the search function is broken because you typed in what,
Starting point is 00:08:36 you typed in leg and nothing came up, right? And then you typed in press, leg press if that did come up. And it's like, also it's like, am I crazy? Like, I feel like a single leg, a single leg press is not like a arcane, mysterious exercise. No, it's pretty common. Yeah. So, anyway, I guess I also, without turning this into the, Waveform Fitness Podcast.
Starting point is 00:08:59 When you guys are tracking strength stuff, are you looking at macro data, like data across large periods of time? Because that was my thing is like if I log all these workouts after a month, I will hopefully see some sort of macro trends that I'm interested in. But I'm curious, I don't even know what I'm looking. What kind of data are you trying to look for? I don't know. Like progressive overload kind of thing?
Starting point is 00:09:20 I was just sort of hoping I would log it and then the Garmin app would be like, here's what you need to know. But it doesn't seem like it's ever going to be like, here's what you're. I highly doubt the Garman app is tuned to actually give you advice. It's probably just for hard data. I want to be surprised if it's coming soon, though, with some sort of AI coaching because of their screenless band that's rumored for this year. They literally, Garmin has fighter jet money. Why do they need me to pay a subscription?
Starting point is 00:09:44 That's ridiculous. The Fitbit Air keeps winning. Stay is winning. One more thing about fitness. I successfully heard from one of my friends, and I don't know if this was the intended result. one of my non-techie friends, she said that we successfully de-influenced her from buying a Fitbit air. You know what's funny about that? That's so funny. I just got back from California for an unnamed shoot, but while I was there, yeah, you guys will find out soon enough what that was for.
Starting point is 00:10:13 But while I was there, probably four or five people between the airports I was at and all the events that I went to said, they pointed at the Fitbit on the wrist and they said, I got this because of you. Really? Yeah. And it was a lot. of Fitbits. I was surprised at how many Fitbits. But yeah. They're apparently selling like a trend. It's insane about it. It's the perfect price for a splurge. Yeah. Okay. I'll do like a whoop you
Starting point is 00:10:36 have to think about. Or for everyone thinking about a whoop and then saw that and we're like no, I was saying the opposite. Like she was going to buy one until she listened to the wave. That's what I was expecting more of. Yeah. What was the reason that she didn't buy it because the app is so bad? Because we said it didn't work. Well, it works, but the Gemini. Yeah.
Starting point is 00:10:52 It was that it was that the whole app experience was just. I mean, it's so far. I've read so many people's reviews at this point. Like Christian Selig put a blog post out about it. His takeaway was exactly the same. It was like, this is a really, really great product that the app doesn't really work at all.
Starting point is 00:11:06 But it's still a great product. And that was my takeaway too. It's just weird. It's weird that I can still recommend it and also really enjoy it. And also be like the app is crap. As long as it does the basics, that's all I care about. Google wants me to care about the AI coaching.
Starting point is 00:11:20 I don't, like, cool. That's cute that it's there. But I just want to know if I took this many steps today. And like it does that. So, yeah. It's a good product, but the app is very... Yeah. Well, speaking of Fitbit, this is convenient because this was next on our list.
Starting point is 00:11:33 So Fitbit has seen all the people that have been, I guess Google, has seen that the people have been talking about the Fitbit Air. There's this trend going around on social media where people are attaching traditional watches to the Fitbit Air Strap. Yeah. Which looks pretty cool. A lot of, sometimes it doesn't look quite right, but sometimes it looks okay. They're doing it by flipping the tracker part goes on the,
Starting point is 00:11:55 underside of their wrist and then looped through, Adam and I'm saying this, NATO style for some of them. Yeah, buddy. The Nail strap. It slips through the lugs, right? On a watch. Yeah. Actually, sorry, I got it.
Starting point is 00:12:08 I freaking love standards. And if I'm going to fact check this out of the episode because it's something I'm, I'm pretty sure the NATO strap is like unbelievably specified. Like they're all exactly the same so that countries in NATO can just buy insane bulk orders of straps and know they fit all military watches that they wear. It's like it's part of the insane, like one of the big points of NATO is being able to like bulk order everything to like these insane standards and like share everything. And then this one random watch strap is just one of the cool standardized things we got out of that.
Starting point is 00:12:41 Sorry, I love standards. North Atlantic treaty organization. We love it. So anyway, Dan Sefer, who used to work at The Verge now works at Google, shared a photo online of him using a traditional watch attached to his Fitbit Air. Timex Marlin. Timex Marlon. Beautiful watch.
Starting point is 00:12:57 Marlin is a fish. Just so you guys know. And it looked pretty cool. Adam asked him, does this actually work? Because a lot of people need to flip the Fitbit air upside down. And then it kind of goes against your wrist instead of the top of your wrist. It's at the bottom of your wrist. And he said it's not officially supported, but it works fine, which is very interesting, very surprising.
Starting point is 00:13:20 And so, as of yesterday, actually as of this morning, Fitbit put out official specifications for the Fitbit Air so that anybody can make adapters, can make straps, can make, you know, bicep attachments or whatever, which is amazing. That's what we were predicting. Well, we were predicting that the third party market would exist regardless of if Google officially allowed it to exist. And then Google went, let me make that a little easier for you. Yeah.
Starting point is 00:13:47 I think that they saw the things that people were doing with it and they were like, you know what, we're going to officially make this work. and so that's very very very exciting because uh we are all kind of wrist maxing right now we've been just like testing speak for you so show the camera okay show the camera because this is well this is what you did last week this is what i was doing last week exactly almost the same you have the bulky apple watch i had the series 11 but yeah the triple why are you why did you have all three on now okay so because after i put out my um Fitbit air review on my blog uh whoop freaked out and they emailed me and they were like, can you just try it? And I was like, I'll try it. And to be fair, I should try it
Starting point is 00:14:26 it because I shouldn't be comparing it to whoop. I hadn't tried it. Like, that's the reason you're trying the whoop too. Yep. And so I'm giving it a shot for like a couple of weeks. And yeah, W-Dub is, we'll see, we'll see. I'm not. I'm not. I'm not paying that money, dude. There's no way. There's no way. It doesn't matter how good it is. Um, yeah, and then Deb-Dub's coming up next week, so I have to wear the ultra. So I'm just like, I'm just fitness maxing right Yeah. Anyway, so yeah, I'm very excited for the strap ecosystems to sort of blow up for this. Like we said before, we'd love like bicep straps.
Starting point is 00:15:01 We'd love like just different types of watch adapters because we really want traditional watches to be able to be smart but still be traditional watches. Adam, are you wearing your traditional watch on top of your Fitbit Air? Absolutely not. I'm not a psycho. It's fine to just wear two things. Is it okay? It's okay. As long as they're both not watches.
Starting point is 00:15:23 Like the issue with the smart watches was that I would have a regular watch on my left hand. And then a smart watch on my right hand, which I only want for tracking. But it also tells the time. So now I'm like dual risting for no real reason. But that's the beauty of like the whoop and the fit bit and the maze fit. Like all these things are just straps. Like it's fine. It's just another accessory, like a bracelet that I wear on the offhand.
Starting point is 00:15:42 And then on my regular hand, I'll just wear my typical watch. Hearing you say that makes me feel less self-conscious about it. Because I don't want to wear two things. I just want to wear one. Oh, you're not even wearing an Apple Watch. I'm not even wearing the Apple Watch right now. As long as it's not two of the same thing. That's where I'm like, I get torn off.
Starting point is 00:15:58 I was like, I had what David had. I had three things at once, which is obviously insane. But if I have one watch on, see, the thing is, it's just one there overlapped a lot. So like the functionality of an Apple Watch and the functionality of a traditional watch overlap massively. So it looks silly. But if you just have a fitness tracker on, but you also have an Apple Watch, I think everyone also is aware that they're both fitness trackers because the Apple Watch is a fitness
Starting point is 00:16:21 tracker to some extent too. So it still feels silly, but they do look different enough that it's okay. Yeah. I think that's why people like the straps totally agree. Like it can be on your other wrist. I probably could be on the same risk, but I'd probably put it on two different ones. I was the whole flipping it on the bottom part of your wrist though, not only, I mean, I'm wondering how accurate it is, but also who cares about the accuracy that much if it's at least consistently inaccurate, which is what we've always talked about. That's true. I just think that seems really uncomfortable to have, when you're like, maybe I'm a nerd
Starting point is 00:16:55 and just typing at a computer all day, that feels awful. That's why my Garmin always had a Velcro strap. That's why I really don't like bulky metal clasps on the bottom of watches. So to have a whole tracker there feels like a lot. Yeah, that is not comfortable, I will say. Yeah, I don't think so. But definitely more comfortable to be on the top. It's kind of cool.
Starting point is 00:17:15 Yeah, it looks kind of wild. But, you know, the fact that people are doing it, it seems kind of fun. I don't know if that will actually be a thing a lot of people do. I just Googled it real quick because I was curious. And this is the AI overview, but it does make a lot of sense of why it's advised not to wear it on the bottom of your wrist. The optical sensor, since it's optical, it's just about, like, having a seal with the light. So it's just a thing up against your wrist and it's pointing at your wrist. It's flat.
Starting point is 00:17:42 When you wear it underneath your wrist, the tendons running through your fingers, cause a lot of light leak because you move those tendons a lot and move your fingers and so it can introduce a lot of noise or light leak in that sensor data. Watching tendons is kind of crazy. Yeah, so that's all, I get that that may be noisier
Starting point is 00:18:01 and a little bit less reliable for the fitness track. That's not what I was expecting, but I do remember in, I think it was Desfit's review, he said that the FIPA air, one thing is because it is thinner than the whoop,
Starting point is 00:18:16 an issue sometimes was that because the tracker is so close to the edge if it seemed to kind of poke up the light leak inside of that could screw it up where the whoop is so much wider there's less of a chance of light leak coming in yeah interesting I wouldn't have thought that I almost would have thought oh my veins I can see on the bottom
Starting point is 00:18:31 can it read my heart rate better through my veins but that's just not how it works yeah it makes intuitive sense because like oh you feel your pulse there so like obviously you should still be able to get my heart rate but yeah there's a bunch more that you're reading too so yeah the optical sensor also needs more like muscle tissue, I believe.
Starting point is 00:18:47 So that's why the bicep straps are so popular because there's a lot of muscle there for the optical sensor to read from versus the wrist, which is like you said Marquez, a bunch of tendons and stuff. Yeah, that would work for me if I had bicep muscles. All right, so we don't...
Starting point is 00:19:00 You're talking about it. I don't have Andrew's arms. I just fall off, I don't know. Your arms are bigger than mine, Marquez. This... You're fine. So Adam will not be doing the... No.
Starting point is 00:19:13 It's also just like... It introduces is another layer of friction for me because I change watches a lot. Like there are times when I'll get home from work and like part of my routine is switching out a watch to like an at home watch, you know? I know Marquez's crazy. You're at home. That's part. Well, so like I get home, I plug in my phone. I put my pixel watch on so that I can leave my phone together room charging and I still get messages. So like that's part of my thing. I will say this new Fitbit accessory like specifications going out for more people to do it, I think is what seems,
Starting point is 00:19:45 is like you can get different color bands, you can get different color hardware. The hardware is only that metal clasp. Right. How easy the Fitbit air is to pop out into another band and having multiples of them is so sick. And when there's a thousand different versions of that, I miss that.
Starting point is 00:20:02 For probably all under 30 bucks is like awesome to be able to mix. When is the Fitbit underwear coming? I don't think that's going on. Someone's already working on it. Are you doing a review on it? No, but if it helps make it happen, maybe. duct tape. That's all I got to say. That's true. Do whatever you want.
Starting point is 00:20:18 Speaking of regular watches that can be smart in some ways. Yes. Speaking of not watchmaxing, but maybe watchmax. Semi watch maxing. I was going to say, it's been a long time since there was no garment on this podcast, but Ellis is now the garment used. I've been wearing one for like three years straight, pretty much. But I took it off. And now I have, this is the Casio F9. 91W. I've never been a Cassio fan, but I saw this video the other day.
Starting point is 00:20:50 I don't have a problem with Cassio. I think they're sick. I love Cassi. I just never worn one or I don't have the nostalgia for one. But I got this video on my recommended the other day called A New Kind of Smart Watch by Cam Shand. And I sent it to Adam and then wound it up watching myself. But this company called Ali Watch makes a replacement board that can fit inside these casios that are like $25. Yeah.
Starting point is 00:21:13 and essentially turn it into a smartwatch. Now, I'm going to use smartwatch in extreme quotes here because it is a smart watch that simultaneously, this person who's running the project has done a million things for, and it still does almost nothing. Yeah, what does it? How do you... Let me explain really quick on how I do it.
Starting point is 00:21:30 You essentially open the watch up, replace the board completely. So it keeps the original screen, the original LED light, all the original things, and then it puts a new board, and that gives it Bluetooth capabilities. that now lets your phone control the board. So I can connect to my phone via Bluetooth
Starting point is 00:21:48 and give it a bunch of different features. Now, some of these features, there's still no vibration motor. I'm curious what features you. Hard rate sensor. Heart rate sensor. Time zones? It can do time zones.
Starting point is 00:22:01 It can automatically sync times with your phone. Pretty cool. It can use, it does have a gesture mode, which means I have a step tracker now on it, which is pretty cool. probably wildly inaccurate. Yeah, so it's kind of hacking into the fact that it has a gesture,
Starting point is 00:22:16 like an accelerometer to detect something. Yeah, I think the new board has an accelerometer. You should compare the steps to your phone steps. I should honestly probably wear my garment for like a day and do it, just because I almost never carry my phone with me. I leave it all the time. To see what that is.
Starting point is 00:22:32 I'm almost positive. It does have a stopwatch and an alarm, which the Cassio has already, but it's connected to my phone. I can set it up in my phone and it can mark things after I've done them. So if I run the stopwatch and then stop it, it tracks that in the app and I can go back and edit
Starting point is 00:22:49 what that may have been, which is pretty cool. That's pretty cool. These are all the different faces that you can activate or not activate. You can just go up and down through all the difference. I have my step counter, stopwatch, timer, alarm, that's all I carry. Those are faces. These are different faces. There's like, you can play blackjack.
Starting point is 00:23:05 Heart rate. Heart rate is, wait, wait, wait, wait, hold on. Blackjack on the watch. You can play blackjack. That's crazy. The heart rate is... Do you monitor your heart rate while you play blackjack? I don't think so because I'm pretty sure the way the heart rate works on this is it starts a timer where you hold your neck, count the amount of pulses, and then it calculates for you what your heart rate is.
Starting point is 00:23:26 Very hacky way of doing it. Temperature I have found basically says 100 all of the time because it's definitely just my skin temperature. There's a can... One thing that's cool is it can change the LED to full RGB. all of the different things. There's things like raised awake. The reason I think it's so cool is I love tinkering. Putting this together was super fun even though it only took like 10 minutes. The board is 50 bucks. I believe it's by a singular
Starting point is 00:23:53 person in Canada making and sending all these out to the point where if you look for shipping updates, he just says they'll be shipped out in a week and by that I mean I ship all of them on Friday. So no matter when you order it, it will ship out on Friday. That's how small this is. But he did release a roadmap that looks like he is trying to add notifications in Q2 this year, just for you, Andrew. Just for me. I don't know how he's going to do it.
Starting point is 00:24:18 There's no vibration motor, probably through a chime, or I'm hoping the LED or some sort of symbol on the watch. But, um, yeah. I have three casios and none of them are supported, unfortunately, but, um, this is an official plea to please support them. Which ones do you have? Plea out there. I definitely have the A.E.1200 world timer.
Starting point is 00:24:39 And then my most recent one, I don't know the model number of, but if you are the Ollie, what is it, Ollie Watch? Ollie Watch. If you're the Allwatch guy, email me and I'll tell you. David DavicabitchG.com. Yeah, it works with a couple different ones. Cassio's got a million different watches. I'm definitely missing quite a few features on my garment. Ellis, I don't know if you've gotten used to the flashlight on your Phoenix yet.
Starting point is 00:25:02 No. If you double tap the top left button, it should activate a flashlight. and oh my gosh that's the best part about it is if you scroll down it can be a red flashlight it is primo for like waking up in the middle of the night and having me go to the bathroom without tripping over everything but also without blinding yourself that's awesome it's weirdly the thing I miss the most walking zuzu at night in winter when I'm picking up her poop when she just went in some leaves that I don't know where it landed that flashlight is so clutch it's so good I miss that so much I'm going to miss I leave my
Starting point is 00:25:37 phone places all the time. People in this office can, can attest to that. The amount of times I've seen it in the bathroom. In the bathroom. So they say they're not in the roadmap. They are not going to try and add like ping your phone. But if they somehow get notifications going, this with maybe a Fipid error might be my new go-to. Not a whoop? No. I said I'm not going to say anything bad about whoop today to myself. That's where I end this right now. Wait, so why do you need it to be smart if you also have the Fitbit Air. Health tracking, sleep tracking. But the Fitbit Air also does all the tracking that that can do.
Starting point is 00:26:14 This does like no tracking. It does step tracking. So what do you want that for? Tell us time. But then why do you need the smart board? Notifications. Notifications. Is what he really wants. Yeah.
Starting point is 00:26:24 I'm, okay. I have a bone to pick with all. Why is everyone so against notifications on Fitbit Air? There's too many. Because I don't. You can turn it off. I feel like everyone here is actively asking to not. not includes, like, it already has the capability to do this because it has a vibration motor.
Starting point is 00:26:41 So asking for it not to have it, it's just asking for it to not have a feature because you don't want it. Significantly reduce the battery life, number one. Number two, the whole point of a screenless device is that you want to forget about it. It's just going to remind you all the time that it's there. You, I get it. Turn it off if you don't want to use it. Why would you not want the feature to have the option to turn it on for people who would want it? I do think that having the option is nice and we should have more customizable options.
Starting point is 00:27:07 like that. But this is my point. I think that it's almost a useless feature because there is no screen. You will only be able to know what one notification is. Yeah, as your phone vibrating in your pocket. Yeah. It's like you can't, I mean, maybe you would do like one vibrate for text two for phone, maybe. One vibe for text, constant vibrate for ring. That's literally all it wants. It's actually less information because the phone does do different vibrations for different apps. And the Fitbit probably wouldn't. If it did one for a text and keep going for a ring, that's literally all I want, because that's the only notifications that I feel like
Starting point is 00:27:41 are enough for me to be like, oh. I feel like that's all it needs. Just give me phone calls and text messages. Here's my plea to Google. You want more of my information? Don't you want to track my phones and text messages? They haven't already. They do have other Fitbits too that have like more or less screen.
Starting point is 00:27:59 Somebody said that the like charge six has a screen, but it's still kind of small. But I think it still is really bulky compared to this. Plus the like different straps. are way lower profile that you can swap out where the charge six you can't do that. It feels like adding features back to a minimalist phone.
Starting point is 00:28:14 Yeah. Where it's like... That's a good analogy. Yes, you do want to be able to do more stuff, but the people are getting the less capable version on purpose. Did we just get to the point where Marquez's... I'm not vouching for minimalist phone. I don't want it, but I'm saying the reason that people go for the minimalist phone,
Starting point is 00:28:32 because when I see a minimalist phone, I'm like, just get a regular phone and use it less. That's what my brain says. But yeah, that's probably in the same category. I think it seems wild to not want it when it has everything it needs for it already. It feels like you're not giving us something just for the sake of not giving it to us. It's like a book's palmo. Just put a cellular radio on it.
Starting point is 00:28:51 Just do it. I think just because you can do something doesn't mean you should. I disagree with all you. And you all sound pretty anti-consumer right now. And I think the comments will agree with me. Except of how smug I said saying that. Therefore, now they disagree. me.
Starting point is 00:29:07 Okay, so, okay, here's a counter, counter, counterpoint. Every time you make a point,
Starting point is 00:29:12 I make a counterpoint. That's a manifest a lyric. That you tweeted six years. Okay. That will come out in six years.
Starting point is 00:29:17 Yeah. It's still not, it's still not out. Anyway, the counter, counter, counter, counter, counter,
Starting point is 00:29:22 counter, counter, counter, is that a lot of people don't know how to look in their settings, right? So you're saying,
Starting point is 00:29:30 like, a feature you can turn off. If it was opt-in, I, sorry, I was whispering that as Marquez was saying something before.
Starting point is 00:29:38 It can be default off. Okay. I don't care. Yeah. All right. If people don't want to default it as off at it as a feature later, people have it already. They're not used to it. Give me it later.
Starting point is 00:29:46 If there's a big flashing red button that says, if you turn this on, your battery life will be worse. Yeah. And your life will get worse. Then yeah, I guess so. I guess. And you bought the wrong Fitbit. Yeah.
Starting point is 00:29:57 Return it. I'm just picturing having that feature and I would turn it off after a couple days. Like, even as useful as it is, it doesn't give me the amount of usefulness that will let me leave it on. I love the fact that with my Garmin, my phone never vibrated, it never rang, it, never did anything for like three or four years. Now I have to have the vibration on to know when I'm getting a call or a text. And I don't know how you all deal with this, but it's woken me up every single night since because
Starting point is 00:30:26 I forget to turn vibrations off when I go to sleep. Do not disturb routine, but you have a routine, right? Every day at nine o'clock, my phone just cannot be reached. I'll ask you this later on how to set it up because it has to be set up through assistant. No. A lot of phones you can just like have, do not disturb and so like turn it turn on automatically at 9 p.m. every day. Okay. I need to do that.
Starting point is 00:30:46 Someone teach me how to do that because I'm an idiot. Okay. Apparently. Teach me how to do that. Okay. Speaking of Google. Yeah. I saw this this morning on 9 to 5 Google and then they also did a press release.
Starting point is 00:30:58 Google is allowing websites to opt out of AI mode and overviews in Google search. Ellis is saved. Let me explain what it's doing first. Yeah. So they're starting to test a new toggle in their search console, which will allow website owners to decide if they want the site to appear in Google's AI search features like AI overviews, AI overviews, and Discover. If you decide to opt out, you will not receive traffic or impressions from generative AI features,
Starting point is 00:31:25 and they also promise it won't affect your search rankings for regular Google searches. So like, allegedly. Allegedly fair. One thing, though, it doesn't seem like it's stopping it from coming up in Gemini. This is like Google's search features. The funny thing in their press release, where they claimed, we are actively listening to feedback from publishers and creators
Starting point is 00:31:49 and engaging with regulators like the UK's competition and markets authority to ensure website owners have the right tools as user preferences evolve, aka UK got our ass again. We had to. And we need to fix something because of it. So that's why this is rolling out to UK website owners first before potentially moving globally. They said they are also working on rolling out new insights
Starting point is 00:32:09 for website owners in the search console that can help them understand the traffic they're getting whether that's coming from AI features going forward. So that seems like a cool thing to add on top of this because obviously they don't want people to opt out so give them some more information on maybe to claw them back in like, look at all these sweet insights you're getting. Yeah, this gives Google,
Starting point is 00:32:31 a chance to put their money where their mouth is because their big argument, I don't know if you listen to Neely's interview with Sundar, but Google's argument is that, yeah, there's going to be less traffic to a lot of websites because of AI overview, but the traffic that websites do get will be way more specific and high-quality traffic.
Starting point is 00:32:51 And that's, you know, obviously great for commerce and great for certain websites. But I don't know if anybody believes that right off the bat. We'll have to, like, see that actually play out. So to offer the tools and insights to see oh, okay, I was getting, let's say, 100 page views a day or something like that. Now I'm getting 20, but all 20 of them buy something instead of 20 out of the 100. If you're an affiliate-based website, that's awesome.
Starting point is 00:33:14 Yeah, I was just going to say that ignores the fact that a lot of websites exist off of like banner ads. Yeah, banner. Yeah, that's all. Ad traffic disappears for those websites. Yeah. But, yeah, it's at least an opportunity to show like how the traffic changes based on you opting in opting out yeah I mean it's interesting giving them giving them the option is good giving them more information to make that decision is good Wikipedia opts out okay so that was something people
Starting point is 00:33:42 were talking about on Reddit so I have a list of like some things I'm interested to see how this changes one how many owners look at the statistics and what decision they wind up making I think most website owners right now are like I hate AI overviews because they're stealing traffic when they see this I want to see if a lot of people will actually stay or if they will opt out. If large websites opt out, one, how does that affect AI responses if Wikipedia decides to? If they're big enough, will Google try and make some sort of agreement with them to make sure that they don't?
Starting point is 00:34:16 Like, if a Wikipedia opts out, I can't imagine Google wouldn't be like, oh, we need to find some sort of compensation. I mean, they did it with Reddit. They made a deal specifically with Reddit, so I could see them doing that. I could definitely see that. then my other question is if a website opts out now how much of
Starting point is 00:34:34 their existing yeah like information is already in the zeitgeist of they've already scraped the entire yeah so is this scraping stops but whatever was already scraped is probably already in my model is only trained up until
Starting point is 00:34:48 yeah which is yeah I feel like they need an answer for that there's no way they're taking it out because it's all trained and they essentially can't right yeah so whoop-do-do, I guess in the future that's nice, but right now kind of sucks. I just hope that in the search console, there's a little toggle for me to turn on and off notifications.
Starting point is 00:35:08 I agree. It feels like the model, I was going to call it a black box. Like the training data is just in the black box. And then I just thought of the analogy that it's kind of like a black hole. Like all of the mass of the star is already in. So you can't take it out. Like I know it's part of all the rest of the stuff in there, but the mass is too dense. You can't pull out
Starting point is 00:35:29 one of the things. Once it's in there, it's in there. Otherwise you get sucked in. We only get the hawking radiation. Exactly. Yeah, what about the hawking radiation, Marquez? The pulsar. I think I can name all the planets. All right. That's how much interesting. Well, after the break,
Starting point is 00:35:47 we are going to talk a little bit about NVIDIA's new RTFS spark chip that's trying to upset Apple, but maybe won't. We'll see. before that though we got something that always comes out of the black hole a tech
Starting point is 00:36:01 that's got to be on the board that's got to be a tech question a tech trivia question I slept for 30% of the one I was supposed to have you ever had a dream? According to whoop
Starting point is 00:36:20 yeah tech trivia have you ever a dream that and you could And that you could do anything? I heard the word Google and I heard the word opt out and I immediately opted out of Google. I immediately remembered the old days where you had to opt out of your Gmail getting every single Google Plus notification and message that you ever dreamed of. So I wanted to write a Google Plus trivia question.
Starting point is 00:36:44 It's really that much to do with the topic today. But we all miss Google Plus. And by we all, I mean, you know, someone out there. Barquiz is that someone? Google, as we all know, loves to try new things. And they really, really love to try new things back in the day. I guess they still do. This is a trivia question.
Starting point is 00:36:59 Not as much. They used to experiment a lot more. They do. And so today's trivia question is, how many social media services did Google launch before Google Plus? Oh, my God. Before Google Plus. And name them. You don't have to name them.
Starting point is 00:37:13 But it will be Price's right rules. So if you're too, if you think Google is too ambitious. Social media? Find social media. And I need you to say the question very specifically. Google launched, didn't buy, launched. I am going to confirm over the next section that they did not purchase any of these.
Starting point is 00:37:33 But to my knowledge, if they were purchased, they were purchased pre-launched and launched by Google. How many social media services did Google launch before Google Plus? And I know, you know, I thought I rounded up every single one I could find. I'm going to go double check because it's Google. They could have launched six that somehow I never heard of.
Starting point is 00:37:54 But these are all ones that I think a reasonable tech enthusiast might not remember off the top of their head, but would remember if spoken aloud. Adam, do you agree? Adam agrees. I can't find it, but did you see the subreddit post of like, I fucking hate prices right rules? Wait, on our survey? Why? I don't know. It was just like, I just don't get it.
Starting point is 00:38:18 I said Delta is better, which is kind of true. Closest Delta, I like closest Delta. Yeah, Closest Delta is just generally. better. Especially when no one really has any idea with the ballpark of the answer is actually going to be. What should we do? I think... No. I'm fine swapping around. Yeah. What am I talking about here? Is Price is right an internationally known? I think so. It's ISO standard 3892.4 B.C.
Starting point is 00:38:41 No, that's peanut butter. Oh. You're so right. That's the pantone color. No, I feel like, I feel like that's a maybe more local fun rule that we've implemented, but whatever. I like swapping. As long as everyone knows what it means. Okay. Whatever you want. You're the... Yeah, you guys are the game masters. I'm just, you know... Wow. We're just living in your world.
Starting point is 00:38:59 So much happy, jolly energy. Until we all get it wrong and then I will not be happy. Yeah, yeah, yeah. All right. Answers will be at the end, like usual. We'll be right back. Support for the show comes from Chef IQ. Father's Day is coming up, and if you're still looking for a gift for your dad,
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Starting point is 00:41:37 BetMGM operates pursuant to an operating agreement with iGaming Ontario. All right, welcome back. We've got to talk about this upcoming Apple event. So by the time you hear this, it's Friday. WWDC, 26, is Monday. And Dub-dub every year, it's their developer conference. We get all the software, occasionally a little bit of hardware, like some teasing of some hardware. I think the last one we heard about was Mac Pro at Dubdub.
Starting point is 00:42:03 Maybe. But usually it's just iOS, iPad OS, watchOS, all the OSs get updated. And we do have some expectations for that this year. We got our invite. We will be out there. The clue that we have is all systems glow. As you know, Siri is the thing that glows in iOS, because the rest of it is liquid glass. So we are expecting finally to get, I guess,
Starting point is 00:42:29 a re-announcement of all the stuff we were expecting? Two funny things about this. One, last year's tagline was, it's glow time. Yeah, again. They didn't do it. We don't talk about that. Also, the person that announced the revamped Siri two years ago now works at OpenAI.
Starting point is 00:42:46 The person on stage at Dubdub who announced it? We don't talk about that either. We don't talk about Siri. So, yeah, we hope it comes back. I was scouring the internet for all of the rumors, right? because we wanted to do a rumor roundup. I actually promised you guys a rumor roundup last week.
Starting point is 00:43:02 I lied to you. I looked online everywhere. I was like top WDC rumors. I got some. You got some? So small stuff. Because everything I found was just like, Siri.
Starting point is 00:43:14 Yeah, this is Dubdub 2024 part two. Redux. Yeah. I mean, the main thing that I think is interesting is, so obviously the iPhone is the thing that Apple does. And the way they, the way they differentiate their products,
Starting point is 00:43:28 Very often, if you look back at the history of Apple, it's just making their new thing, the one that works with the iPhone the best, right? Yeah. So they've been super behind in all this AI and having large language models and having an assistant, but they're finally going to have this new Siri.
Starting point is 00:43:43 And what I'm expecting is for them to try to find ways that this assistant is the one that works with the iPhone the best. So how do they do that? One is a pre-installed Siri app. That kind of looks like a messaging app where you can just talk to Siri. I think potentially it's in the messaging app where you just message Siri like you're texting it.
Starting point is 00:44:01 Yeah. But then two, of course, is like if you have ChatGBT, BT, the app or Gemini the app or any of these other apps clawed on your iPhone, they can only tell you so much about your actual phone. They know about what you've plugged into it and what you've given an access to, but they don't know your messages or your calendar. They can't act on your iPhone for you. So I just generally expect, I mean, they tease a lot of this stuff already, but I generally expect them to give Siri a bunch of abilities to dig into your iPhone.
Starting point is 00:44:28 and use that contact data, calendar data, whatever other stuff is on your iPhone, and take actions with it. This is where Apple is going to have a lot of explaining to do because the entire thing that they kind of sell is privacy. And they're going to have to reassure people over and over and over again that even though it is using the data that is on your phone with the text and everything and the stuff and it's AI,
Starting point is 00:44:54 we're not going to see it. It's not going to go anywhere. They're going to have to talk about their private, cloud compute thing again they're going to have to say the gemini nanomodel runs locally on the phone there's no data coming to apple uh because again it's going to need all that context like for example Gemini spark that we talked about briefly last week from i.o we uh i have early access to it and i tried it a little bit dude pierce wrote a really good article about it and it's it's kind of creepy how much information it knows about you like uh when in pierce's article that he wrote about it he said
Starting point is 00:45:28 said like plan me this trip and it knew his wife's name it knew a time his kid takes a nap is this because it's Gemini and it's plugged into your accounts and has all of that yes yeah yes yeah uh and so apple is going to have to be very clear about the information that they're pulling from your devices and all this stuff it clear again apple doesn't have nearly as much information as google has about you because it doesn't have like i guess i mean i guess they kind of have i cloud drive they can kind of pull from documents and stuff, but they don't have their own documents creator thing that people actually use. They're just going to have a little bit less context, but yeah, it's going to be a lot of
Starting point is 00:46:05 explaining like security, security, security, privacy, privacy, privacy, on-device models. Yeah. We'll see how regular people take it. They just have to show that little Apple logo that's a lock. It goes click. I, we should think that's right now on how many times they do that animation. They for sure are going to do that at least one time full screen during WWW. Yeah.
Starting point is 00:46:24 Trust us. I can see that. Yeah, no, that's, it's true. And also, like, to your point, Google is essentially an ads and data collection company. So they have all these great services that also serve as ways to collect data. So, like, we use Google Docs.
Starting point is 00:46:41 Great. We use Google Calendar as a company. Great. We use Gmail. Okay, so all this stuff is really useful to us as services, but then Jim and I pulls from all of that to be helpful for us. Apple, I mean, yeah, they have iCloud.
Starting point is 00:46:54 They don't have a, they have, They have ICAL. So if your calendar is an ICAL, they can use that. Your contacts, your iMessage. Maybe. But then... Your I message even feels like a stretch for Apple to use that data, to be honest. If it's on your device, it's cool.
Starting point is 00:47:11 I think it's okay, but I think that the messaging is going to be a little complicated. For some reason, texts are the things that people always think about the most when they think about, is this data leaking. So, I don't know. Yeah. It just makes it hard. Because they don't have as much data and services, I guess it makes it harder for them to make a useful assistant. So we'll see what sort of stuff they plug into with the iPhone. Gemini has like a daily brief feature now that I've...
Starting point is 00:47:33 It's not bad. I actually think mine's been really good. I've been waiting for it to get good. Really? Every day I read my daily brief and I just shake my head. Mine is like so weirdly good. Yeah. What is your, do you use it to?
Starting point is 00:47:44 Yeah, mine is pretty good. Tell me what's in your daily brief. Okay. Because mine is just like, here's some emails you got and I'm like, yeah, I read those already this morning. Oh, wow. No. What is your daily brief? Comes to me when I wake up.
Starting point is 00:47:53 Yeah. Mine gets... Okay, yeah. So it shows up in the morning. But often I've dismissed a bunch of emails from the night before and it's telling me about those again. Yeah. And it's telling me to take actions on things that are emails that I'm already going to do because I read my emails. Yeah.
Starting point is 00:48:08 So what does yours do? Mine's like, oh, this thing that you bought on eBay finally shipped, here's the tracking number. Because of the email. Yeah. Yeah. But like, I don't know, that might be buried in my email. I just like having it all in one place. And it's like...
Starting point is 00:48:21 Like your inbox. I don't know. Not everything, no, no, because not everything in my life is in my email. Right? Yeah. Because it mixes in things that happen in my email and in my calendar and in like my Google Drive, stuff like that, or in my Google tasks. You know it's been weirdly better?
Starting point is 00:48:40 What? I've been using DIA, and this is not an ad for them, but the browser. And because I have Google Docs open and I've given access to stuff, it knows what docs I've been working on, and it's seen my calendar, and it knows this other stuff. Yeah. And the daily brief that pops up in the morning from DIA is often more variety. Like it knows what documents I've been working on. It's like, here's some stuff.
Starting point is 00:49:02 Like, some sources to help you finish this dope tech video you've been writing. This is on your phone? This is on DIA, the browser. I'm like on my desktop. So like that has been more useful because it's not all just emails. It goes, oh, you have some unresolved comments from the Google Doc from Andrew and Harper on this thing you've been writing. Yeah. That's pretty useful.
Starting point is 00:49:21 Yeah. As a person leaving those comments, I like that a lot. But the Google one I get every morning is just like a summary of my emails. Let me tell you my daily brief. Sure. So, okay, so I'm shipping a product to a friend and then they're going to bring it to me. It's just a kind of a complicated thing. And for some reason, it knows the friend that I'm shipping it to.
Starting point is 00:49:43 And it tells, so it not only was like, here's your tracking information, but it says, share the tracking information with him so that he can. bring it to you. That's nice. Which is crazy because I didn't, you know, that's not in the email from eBay. It's kind of a complicated, it's interesting. I don't know how it knows that. Inspect the package that got delivered last night to make sure that nothing got like there was no transit damage, which is convenient because it knows that something recently got damaged in transit, I think because I like submitted a claim. It's kind of interesting. Last night I was trying to transfer from the iPhone air over to the iPhone Pro Max and it was freezing. It was freezing.
Starting point is 00:50:21 constantly so it's like make sure you resolve the freezing issue which is you know obviously something how does it know that because you're google searching because i i asked jemini once yesterday like i'm trying to transfer and it it's freezing like what's the best thing to do um here's a package that didn't know was arriving today where it's like hey this thing is arriving today it should get there whatever uh that must be from an email upcoming birthdays which is one is on friday which i didn't know about Like I wouldn't have checked my calendar to like try to see that the birthday was happening. So I'm just so dialed in my calendar and inbox that this feels redundant to me. But if I wasn't checking my calendar in my inbox, I do not live in my email at all.
Starting point is 00:51:01 And the only, I mean, I use my calendar like crazy, but the only reason I use it is to make sure I'm not double scheduling things when people ask to like hang out or do something, you know. Okay. So maybe we just have different. I think for people that live in their email, maybe it's not as. It's pretty redundant for me. Okay. What does yours do, Adam? Mine, I'm like a mix.
Starting point is 00:51:21 Like, I live in my email, but I also live in my calendar, but I also live in my notes. I'm all over the place. So my email specifically, the things I pay attention for are appointments, which may or may not reflect on my Google calendar. But for example, the one that saved me yesterday, actually, was last week. I have a class every Tuesday with a Spanish tutor that I meet on Zoom and we can go through it for an hour. We had a miscommunication about scheduling and when we were going to talk, all this stuff.
Starting point is 00:51:48 So that was like a long email thread that it's all in Spanish, which I'm not great at. So it all like got lost in translation literally. So yesterday I woke up and the Google Assistant little thing daily. Yeah, Gemini Daily Brief. Thank you. Was like, oh, don't forget, you have your Spanish class today. And the email thread is all in Spanish. And I was like, oh, snap, it is today.
Starting point is 00:52:09 Like, yeah, let me lock that in my calendar. One o'clock. I have my calendar bubble. So like things like that, it was like things that I would otherwise miss or not really pay attention to. subscriptions that I meant to cancel, but I keep forgetting, like, it'll keep reminding you. Like, don't forget last week you wanted to do this thing. Yeah. And I still see that it's still there. I, like, rarely check my email. So honestly, I should check it more. But honestly, like, it's telling me that things are arriving today's that I've ordered that I just didn't know about is very
Starting point is 00:52:35 helpful, especially since packages get stolen from my apartment, like, all the time. Yeah. So. Yeah. Yeah. That's okay. Yeah. It makes a lot of sense that someone who's not in the inbox all the time. Yeah. That this would be. useful. I'm looking at my daily brief again. It's literally just, hey, you got an email. You want to do anything about that? Here's another email. And yeah, it's not really pulling from anywhere other than email. How are you guys finding your daily brief? It's in the Gemini app. Yeah, it's near the top if you open the sidebar. Yeah. You can also get a notification for it every morning when you wake up. That's what I get. And I didn't realize I could just go to the Gemini app to see it again.
Starting point is 00:53:09 Yeah. Okay. Yeah. Dial in your new podcast room layout. Yeah, modify or confirm your chewy auto ship order. Still have to do that, so you completely forgot about that. Review GitHub app clod requests for system permissions. Should probably check that. It sounds important. It sounds important to me. I'm just saying, I think it's quite good. And it's going to be interesting to see how Apple, like what data Apple allows their local models to collect and like use to actually be helpful. Because Google has never pretended to be about privacy whatsoever. They're more like, actually just give us all our data and we will give you useful features.
Starting point is 00:53:48 And Apple is like, we don't look at anything. So it's just going to be different. But I'm interested. I'm quite interested in what they do next week in that use case. Obviously, they're going to update all of the OSs. So literally no idea what they're going to do for the watch. You know, it's like it seems like every year they come up with a new metric, a new health metric that I didn't know it existed. and they add a new sensor yet because they need to sell a new watch.
Starting point is 00:54:17 So that's strange. I feel like the last two years, was it the last two years this? Where they're like, this is the biggest update to watch OS? Oh, watchOS 10, yeah. Yeah. And it was like nothing. Yeah. Watch it just come out of nowhere and be like sick.
Starting point is 00:54:31 Yeah. I really want them to. Oh, yes. Yeah, that's a great. Yeah. Like one new watch face. One new sensor. Snoopy.
Starting point is 00:54:38 Or honestly, they could probably just Sherlock Bevel. Bevel is the like Actually, yeah. Yeah. So if you don't know Bevel is, Bevel is like the Whoop. It's an app that you use that takes your Apple Watch data
Starting point is 00:54:53 and it turns it into Whoop for $100 a year. It's only $100 for the AI features. I figured someone posted on our subreddit. The majority of the stats are just free. Oh, amazing. The subscription's AI features. That's cool. Okay, that's even better.
Starting point is 00:55:07 And so Apple has a real opportunity to kind of make, especially the ultra, like make it a harder core. Maybe this ties into Siri. Maybe Siri is a fitness coach. Based on your health data? Yeah. Siri looks at all of this fitness data in the health app
Starting point is 00:55:21 and becomes a chatable, actionable, like, coach for beginners to understand, like, hey, you have trends. Like, you can always open the health app and look at all these numbers and graphs and I don't know what to do with those a lot of times, but maybe Siri is like a little floating around. Can Siri even set two timers?
Starting point is 00:55:36 And you wanted to tell you how you should... Well, we're going to get a revamped Siri. It's going to be a revamped series. It's going to be a little. be the new Gemini series. It's going to be good, allegedly. Is it two years late now? Or is it three? I guess it's announced that a year and a half late. Yeah, announced almost two years ago. Okay, a year and a half a year late. To be for the next iPhone launch, so half a year later. I hope they make Mac West Tahoe better. Apparently, there was a leaked name for the new OS version and it's
Starting point is 00:56:02 potentially called Big Bear, which is a lake in California. Like Mac OS? Yeah. Big Bear. Big Bear. Big Bear. Big Bear. Big Bear Big Bear. I'm realizing that Big Bear is, yeah, it's a great lake. I'm realizing not everyone knows about Big Bear. I know, it's a California. Yeah, wow.
Starting point is 00:56:20 There's a lot of stuff. They're running out of popular things. I mean, a lot of people didn't know about Tahoe either. Correct. Yeah. I just, I feel like when you live in California, everyone's always talking about Big Bear. Yeah, people go to Big Bear to like vacation.
Starting point is 00:56:30 Yeah. It's Big Bear. It's awesome. Well, wait a second. Are you guys from California? This is how fast they ran out of stuff, right? They had all the snow leopard, to Puma, all those, right?
Starting point is 00:56:40 Then they got to California stuff for OS10.9. Okay, Mavericks, Yosemite, El Capitan. Yeah. Okay, great. California. California. California. Mojave.
Starting point is 00:56:51 California. California. Catalina. California. Big Sur. Now we're just to obscure. Monterey. Monterey's not obscure.
Starting point is 00:56:59 Ventura is not obscure. Sonoma. Honestly, didn't know Ventura was a place. Because you guys are not from California. Exactly. It is a little obscure. Most people aren't. from California.
Starting point is 00:57:10 I know, but then actually, Apple is. Statistically, in the United States, actually, yeah. Most people are from California. No, no. Most people are aware of California and not intimately aware
Starting point is 00:57:21 of all the things. Like, I think we've run out of the popular, I mean, let's say name it after a city, but these are generally like, you know, pretty places in California. Yeah, Marquez, according to that, which is cool, is that better? According to AI overview,
Starting point is 00:57:35 12% of all Americans are born in California. Yeah, and 80% of, Yeah, that's very few. I know, it's not. I think it is. I think it's top three. It's probably top one. It's probably two.
Starting point is 00:57:50 I think it's number one. How many people live in New York State? A lot less than California. A lot less than California. What about Texas? Less 8 million less than California. All right. Yeah, California.
Starting point is 00:58:00 It's probably California. Anyway, I'm just saying like, these are all beautiful places. I agree. And the videos that they do to, you know, Craig's going to get on stage and say are crack marketing team. He's going to say that. That's true. Word for word. And he's going to announce this new thing and there's going to be a very pretty video of it. And people from California are going to recognize it from the video before they say the name. They'd be like, oh my God, it's Big Bear. And people are going to be like,
Starting point is 00:58:21 what's Big Bear? You know what I hope they do? The California State Flag is a bear. So I hope they like zoom out of the flag and it's a bear and then they do a flyover of Big Bear late. Wait, did they tease this like four years ago when that bear broke into that guy's house and the Washington? It's a bear. It's a bear. That's a big bear. Yeah. That could be one, too.
Starting point is 00:58:42 So RTFSpark. RTFark. Speaking of big. Wait a second. That's not like California. Don't you know RTFRX Spark in California? Okay. So Apple, a number of years ago, 2020,
Starting point is 00:58:55 released the M1 series processors. Big deal, big change, arm-based, change the world, okay? We've been chasing that high ever since. Everyone's been chasing that high. Microsoft isn't chasing that high. Qualcomm's been chasing that high. They can never seem to do it,
Starting point is 00:59:08 because Windows just sucks. Unfortunately. It is truly not good. Yeah. Because they need backwards compatibility for like 100 years. So, Nvidia,
Starting point is 00:59:20 a multi-trillion dollar company, what do they do? Never heard of them? You might not have heard of them. They're the big bear in the room. They're the biggest bear in the room. What they did was they made a competitor to the M1. It's called the RTX Spark super chip.
Starting point is 00:59:34 It's effectively a laptop slash, you know, version of the DGX Spark from last year, which was a personal dev kit AI box that combines CPU, GPU, all in one chip. Now they're going to put this thing in laptops, which is pretty crazy. We don't know really any performance. We don't really know any pricing. We just have numbers.
Starting point is 00:59:58 David, it has all day battery life? Up to all day. We'll see. I mean, it is a three-anameter process, so maybe it'll be okay with Vision. see, but yeah, it's got 20 CPU cores, 6,144 GPU cores. They say it can have up to RTX, R270 equivalent graphics. We don't know if that's the 5070 on the desktop or the 5070 on the laptop, which are when they don't specify, you can probably assume it's the lesser.
Starting point is 01:00:26 Probably assume up to 128 gigabytes of unified memory, but it starts at 16 gigs of unified memory. All day battery life, built in partnership with MediaTech. one petap-a-flop of AI compute 600 gigabytes per second bandwidth or maybe that's gigabits. I'm not sure if I read it early. Gigabits.
Starting point is 01:00:47 Jensen talked a lot about this being a platform for agents. He said agents a lot. He used that word many times. He said, there are only a billion people, but there are so many more agents. I'm serious about this. I should pronounce it very carefully. I also don't know.
Starting point is 01:01:06 He said only a billion. people because I think there's about 8 billion people. Yeah. But yeah. Okay. Am I my take on this? Let's go. Based on what I've seen.
Starting point is 01:01:15 Yeah. You know, we got this announcement. We got them focusing very heavily on AI and agents and how, you know, with up to 128 gigs of unified memory, you can run all these local large language models and do all this stuff and execute all these tasks and have even these optimizations. They talked about Adobe with like special versions. Obviously, you have kudakor is because it's Nvidia, but special versions of this new Adobe software where you can have it make stuff for you in the creative suite.
Starting point is 01:01:42 Crazy agents happening on your computer. My take, basically, which is probably based on how little time I spend in this PC world, is the window for how good or bad this could be is enormous. No point intended. But the window for how high the ceiling could be or how low the floor could be is huge. I think how bad it could be is, okay, we don't know how bad like the base chip. is. Okay, starting at 16 gigs unified memory, you got a bunch of cores and obviously a whole bunch of bandwidth, three-nanameter process, and then it's just, you know, base, just replacing
Starting point is 01:02:18 the Intel chip that you would have had level, and that's okay, and maybe it's a little too expensive. The ceiling is like, it is as good as the Apple Silicon chips, and it's better because of all the optimizations and the Kuda cores, and it has all this local, you know, processing available, all this AI for all the agents you're going to run, so it's better for that sort of stuff. So the window, and obviously it runs windows, so like however into that you are, the window for how good or bad this could be is huge to me. So I'm going to wait to actually get my hands on it. They announced a whole bunch of laptop OEMs are going to be making these RTS Spark laptops, and they're all very thin and very powerful, very premium-looking. They all
Starting point is 01:02:58 scream high price. But they haven't announced any specs or prices. or benchmarks yet. So I'm just going to wait until we get some in hand and actually use them, benchmark them, and see how good they actually are. The DGX Spark last year was announced at $3,000. When it came out, it was $4,000, and then within a few months it became $4,600.
Starting point is 01:03:20 And then for some reason, the Dell version was $6,300. So, yeah, they're probably going to be pretty expensive. Again, we don't really know anything about battery life. The DGX Spark pulled 140 watts from the. the wall. Hopefully it doesn't pull that much. It's going to be scaled down a lot. Yeah.
Starting point is 01:03:38 Linus just saying something about 150 watts and then the battery life not. That's less like two hours. Yeah. He was like the math isn't mathing here. But like all of it because this is all at Computex, right? Yeah. And like it. Well, there was Competex and then there was Nvidia had their own thing.
Starting point is 01:03:54 And then there was also Microsoft build, which happened like right after. Yeah. Yeah. I mean they announced in it the Microsoft Surface Ultra, which is a 15 inch mini LED touchscreen. you know, the largest haptic track pad in the surface ever. One thing that was kind of... Looks exactly like a MacBook Pro, by the way.
Starting point is 01:04:11 I saw that it also just looks exactly like a Microsoft Surface laptop. It's looked like... Except maybe a tad boxier, like thicker and less of a wedge shape. But I just think it's looked like a surface for like that for a while. The Verge said that, like, looked exactly like a MacBook. And I was like... I feel like it looks more like a MacBook, but maybe I'm wrong. Surface Ultra is also a funny name.
Starting point is 01:04:34 I mean, yeah, huge trackpad, black keyboard, thin bezels. One thing I thought was interesting that Tom Warren said is, so it's got USBC, HTMLSys, HD, headphone jack, but there's an USBC port on the right that he says looks a little bit larger. And when he asked the Microsoft employee, they just smiled and said they'd have more to share later. Which to me sounds like Service Connect port. Like a fast charger.
Starting point is 01:04:56 Like I guess, like remember how the old Surface devices had that, like, detachable one? It was essentially always like this weird, like long, I don't know, flat piece that would go into it and be like a proprietary fast charger. But you could also charge with USBC in a different port. Yeah. Yeah, that was my guess too. It might be a breakaway USBC like port. Interesting.
Starting point is 01:05:18 Yeah, so it could have the magnetic capabilities, but also be USBC, which would be cool. Yeah. I don't know. I don't think it's just charging. Yeah. I don't know. I don't think it's anything that cool despite him smiling and laughing and being like, You'll find out later this year.
Starting point is 01:05:33 Yeah. Yeah, this is all, you know, this is Windows and Arm, again. We've seen it. Yeah. Surface has done it. With Nvidia, though, being at the forefront end worth a magic pissload of money. Yeah. There is a higher chance.
Starting point is 01:05:48 For sure. There's a higher chance this works because Nvidia has a lot more to lose than, like, Microsoft and Qualcomm did. Yeah. The thing that people are really upset at, though, is that there is not Linux support right now. And many, many developers use Linux. And so everyone being forced to use Windows is not making people happy. Yeah, that could be a future thing. I mean, I expect them to listen to their audience at some point and maybe expand support.
Starting point is 01:06:15 But yeah. The response to Linus seemed very like, we are not thinking about that right now. We have a lot of other things to worry about before we're going to worry about Linux. Totally fair. They definitely had to launch this first and make sure it goes smoothly before doing anything else. Yeah. So there's like a miller. million questions that we're going to
Starting point is 01:06:33 not have answered until we actually get units of these things in-house. Yep. Which is later this year. Like we're a while away from figuring it. Yeah. For sure. Maybe before Siri. We'll see. Place your bets. Before GTA6. Yeah, before GTA6 or my Streetley Manifest album.
Starting point is 01:06:49 I'm weirdly like excited about this because there's a lot of like, you know, advanced high production creative workflows that more and more people are adopting. We were talking about this in the car this morning, David, like adopting these like very sort of slim local models to take care of like one task in a really complicated production workflow. And,
Starting point is 01:07:12 you know, with all the extra ports and the big trackpad on this Microsoft surface, I could see this being like a weirdly useful laptop with the a asterisk being if this invidia graphics engine has access to all the like invidia specific graphics. It does. It does. Yeah. Jetson made a big deal about the fact that this chipset supports literally everything Nvidia's ever made.
Starting point is 01:07:37 So the idea of like, these are like very hyper-specific applications, but I could see a lot of like post-production workflows or like computers that run concert visuals or like things like that being able to do like really unique, powerful things on this laptop if it's like not which unfortunately it seems like they all end up being I don't think this is going to be I don't think so either it's also run through Windows though and as a Windows user
Starting point is 01:08:06 we had to do this thing with a Dell monitor for a video we're making where it has a KVM and I'm switching between it setting up the Dell drivers for the KVM of this Dell monitor took me longer on the Windows PC that it did on the Mac for just like it kept failing and then just extracting it and actually downloading it literally took like 10 times as long
Starting point is 01:08:29 and I was messaging Mark as like I'm losing my mind here. It was a Dell XPS laptop I was using that was like hurting trying to install Dell drivers. Yeah. It was infuriating. Damn. I want to be optimistic. I want to see when they come out. Hopefully we get these these benchmarks going.
Starting point is 01:08:47 Yeah. Thank you for the big track pad. Yeah. All laptops need a giant trackback. I agree. I agree. The question is sort of become. like Apple has become the de facto kind of AI agent computers because they're like the best bang for buck
Starting point is 01:09:01 right now. But if another company comes in and is optimized for that stuff, are people going to start moving over to, you know, agent specific hardware? If it's built for whatever you plan on doing. Yeah. Whatever that means. And can they safeguard? Like I think another reason that Apple platform is so popular for vibe coding and agents and stuff like that is because it's you can really monkey around a lot in terminal and with bash commands and stuff and feel confident you're not going to delete some system file that renders your computer completely broken in a way that I feel a lot less confident on a Windows system. Satya did specifically say they're bringing a lot of that stuff to Windows now though. Like they're bringing homebrew to Windows. What? How?
Starting point is 01:09:48 He now said it. How? He now said it built. It's a how. How? Ask him your shot. That doesn't make sense. I thought Homebrew was a Mac thing.
Starting point is 01:09:54 I thought it was a Mac repository. He said we're bringing a lot of your favorite Mac stuff to Windows so that you can. Oh, how the tables have turned, my friends. For my whole life, it was like, oh, this is really sweet, but you can't do it on Mac. So I got to own a way. Oh, I love this program, but it's Windows. Oh, yeah, yeah. Now look at the Windows crowd, baby.
Starting point is 01:10:12 Look at them crawl over to our side. The turn tables. Well, we won't know about that stuff until later this year. so a whole lot of hoopla. Hoopla! But while we're waiting for later this year to roll around, they're the thing that happens every single gosh darn week, baby. Right on time.
Starting point is 01:10:30 It's true. Oh, trivia. Spell go to do it. This was another great Ella's question that I'm just going to steal from him. So, while Google Plus didn't stick around, one feature built into Google Plus eventually became a standalone product in 2013. What product is that? Like that two Google Plus questions, one episode.
Starting point is 01:10:51 Do I actually know that one? I think I actually know that. Say it again. I'm going to get this one right. While Google Plus did not stick around. Correct. One feature built into Google Plus eventually became a standalone product in 2013. What product was that?
Starting point is 01:11:06 I think I actually know that. Can I ask a... No. Just a little extra information. Okay. Does that product still exist? It kind of change its name. With every second, we're getting closer to spoiling the answer to this.
Starting point is 01:11:24 This is a hard, a hard one because I do think technically it's the same thing. Oh, I see what you're saying. It's name and make it a different thing now. Yeah. I think you're giving enough things. Everybody shut up. This is why she should I listen to mine now.
Starting point is 01:11:37 All right, never mind. Don't have to answer. You don't have to answer. You don't have to answer. We don't think about it. We'll think about it. Well, is that point? Yeah, you don't have to answer my question.
Starting point is 01:11:45 My question, my clarifying question. Oh, I see. I'll just guess. Nope, it's dead. Oh, great. That doesn't narrow it down at all. Wait, it's back. And it's dead again.
Starting point is 01:11:55 All right. We'll answer at the end. We'll be right back. Welcome back. We got to talk about microslop. I mean Microsoft. I stole that from Steve from Gamer's Nexus. Oh, I have the comment section. Oh, did they say that?
Starting point is 01:12:15 I made a video about just the problem that Microsoft has with laptops. And most of the comments were just making fun of Microsoft by calling it microslop. Damn. It was solid. Well, we got two Microsoft stories for you. The first is that Microsoft is making a Project Solara Agent OS. So you didn't hear the last part of the podcast.
Starting point is 01:12:37 And if you didn't, I don't know, why are you at this part of the podcast? We talked about Microsoft Build very briefly. Actually, yeah, this might be in a clip. So I don't know. That'd be crazy. But they had Microsoft Build, which is their annual developer conference, similar to Dubb, similar to I.O. And they announced some stuff there. one of the things they announced was a new OS called Project Solara,
Starting point is 01:12:57 and it's effectively supposed to be an OS built specifically for agents. It's funny, though, because it's Android. Everything is Android at the end of the day. When I heard this, I thought of Rabbit OS. Yeah. That's kind of what it is. Same thing. They basically, my take on this is that they are trying to build the future platform,
Starting point is 01:13:18 kind of like Meta was trying to do with the Metaverse, because they were mad that Google kind of took the world. web. And so now they're trying to be the ones that build an OS that can work on various different types of hardware. So they have these images of like, oh, smart glasses or a smart screen or a smart this. And they showed off two different concept devices. One was like an Echo like device, like an Amazon Echo like device that sits on your desk, has Windows hello. So you walk up to it, it logs in and whatever. And then you can just talk to it and you're talking to agents and agents are doing stuff for you, whatever. They also showed a concept of a smart badge. Now, you might not know what a badge
Starting point is 01:13:59 is if you have not worked at one of these megacorps. One of these megacorps gives you a little badge that you wear on your neck that has your name and your ID number or whatever. Oh, like a physical badge. Like an ID badge. I don't know why I was thinking like a meta verified checkmark badge or something. No, not a digital badge. You mean like an actual patch. Physical badge that helps you scan into different rooms, etc. This one has like your name, your ID on it, whatever, but it also has agents on it and also has a camera. So they showed off at build where the guy that was presenting it basically turned it sideways and he recorded a video and then he was like, computer, cut up a video of this and like share it to my social media with some cool music.
Starting point is 01:14:39 Bad, no, don't do that. It's a phone. It's not, well. Your phone can do. Just put it on your phone and make the badge get you in the door. But the phone can't do it yet because Siri's not here yet. Oh my God. And Gemini, I don't think Gemini can like cut up a video. I don't think so either,
Starting point is 01:14:57 but this is making me think that what if going back to dub-dub predictions and rumors and stuff, if it becomes a Siri OS. Because Apple seems to be the only one that doesn't have this. Apple's not going to make a new OS just for Siri. That's a little confusing. I don't know. Because Android has Gemini that talks across all their platforms.
Starting point is 01:15:15 Microsoft just announced this thing where all their agents, It's like different form factors. Doesn't matter. The agent will talk to it. Yeah. Apple doesn't have that yet. It's iOS. I think Siri might act like that, but I don't think they would call it an OS.
Starting point is 01:15:27 Yeah. They share a lot of code. Avoid confusion. Yeah. They'd call it an ontology. That was a Palantir joke. Sorry. Like six people listening to this laughed really hard.
Starting point is 01:15:39 Okay. Anyway, I already said it, but yeah, they want to be like the platform of the future. And I don't know. Now, Microsoft has announced a lot of demo hardware in the past that they just never release. So that's a possibility. But yeah, just wanted to bring that up. Well, this doesn't seem like hardware to me. Well, it's, yeah, it's, they are making concept devices to show what you could do with this agent OS that they're building on top of Android.
Starting point is 01:16:06 But the thing that they're showing off is the agent OS. Yeah. It's not like the hardware. Yeah, we'll see if they even ship the agent OS. Yeah, that's what I was kidding. It's my question because it's Microsoft. Okay. one more Microsoft story.
Starting point is 01:16:17 Microsoft is in the process of shutting down all employees using cloud code for work by June 30th. Very funny. People have been thinking about this for a long time. At what point do tokens become more expensive than humans? Turns out we're reaching that point right now. They sped run that. It's not like they're going to force them to use codex or the, uh, the, uh, the, uh, the, uh, well, so, what's it, what's it, Microsoft one called?
Starting point is 01:16:43 It's GitHub co-pilot, CLI. They're just like no bots. Well, so what happened was in December they gave everybody Claude subscriptions, like pretty much whoever wanted it there. And it seems like everyone was only using Claude and not co-pilot. Co-pilot. So one, the reason a lot of people think this is because of how much is expensive, because of how expensive it is, because it's ending on June 30th, which is the end of Microsoft's fiscal year. Big red flag of like this is probably costing us a metric ton of. But also, it is a straight competitor.
Starting point is 01:17:18 Not all employees are losing Claude completely because co-pilot uses Claude inside of it. So they'll still be able to be connected to it somewhat. But most likely because it is a competitor and because it's costing so much money. It's why they're stopping them from using it. But like David said, we're getting to this point of what costs more agents or people. And like Uber already just ditched like all their AI coding. I mean, Microsoft also has copilot and they have GitHub copilot and they announced at Build a new version of terminal, which is they call a smart terminal, which has GitHub co-pilot built into the terminal. And so, I mean, Microsoft would be a little hypocritical if they were not using their own agents.
Starting point is 01:18:03 They also announced their own language models at build. So I think, you know, it's a combination of this is probably getting insanely expensive and also we spent billions of dollars to make this ourselves. are we not using it ourselves? So this is getting extremely expensive in two different ways? Yeah. So the question becomes how far behind anthropic are they in terms of the quality of their language models? That's going to be a big question.
Starting point is 01:18:26 And if it slows them down, do they need to be slowed down? I don't know. It would be really funny. I don't know anything that Microsoft's done significantly in the last few years. I haven't used Bing in a minute. Remember when Bing got crazy? For one day. Someone in our subreddit posted a really funny.
Starting point is 01:18:40 They were like, it was the Bing co-pilot overview. asking about me and it said I immigrated here in like 1891 and that I also host a podcast called Wayford. Holy holy holy. It said call him unk, but like really, really old. That's hella unk. Holy shit. That's crazy.
Starting point is 01:18:57 Speaking of the stuff, Anthropic also just confidentially filed to IPO but then they tweeted about it so it wasn't too confidential, I suppose. And it's one of the biggest IPOs. The estimations are just under a trillion dollars. Another IPO that might happen soon is the SpaceX one that is stealing from everyone's 401k's. That's a very complex topic.
Starting point is 01:19:18 I watched like five videos about that yesterday. That's all there is to it. Well, yeah, it's about, so, okay, I'll tell you about it. Is there a TLDW? Yes. Okay. Well, yes. Okay.
Starting point is 01:19:28 So basically, when you invest in an index fund, an index fund is run by a company, right? So like Dow is like a company that collects these index funds. And they basically, you know, you're forced to. to invest in the companies that they put on the index fund that they are You're not picking companies or picking a fund they invest a bunch of companies for you. And so what has happened is that Twitter that got turned into X got merged into XAI, right? Because they were out of money. Then XAI got merged into SpaceX because XAI was out of money and they were burning a billion dollars a day.
Starting point is 01:20:08 This seem not related, but okay. It's a Russian nesting doll situation. the nest thing. Yeah. Yeah. Okay. So there is something related. Elon Musk.
Starting point is 01:20:16 You know, SpaceX is like a reasonably profitable company. And XAI just burns cash in an insane rate. Yeah. And so SpaceX, and so Elon was like, if I buy XAI with SpaceX, I don't lose any money because I'm paying myself for this.
Starting point is 01:20:29 And all of XAI's losses gets absorbed into SpaceX shareholders. So now the losses are their problem. Yeah. And so now SpaceX is filing to go public for like a lot of money. the problem okay the crazy thing here is that usually when a company goes public if it's like a very large company there's sort of this cool down period that usually is about a year before seasoning it's called seasoning yeah where yeah where a stock basically the market has to see like is the stock gonna like go crazy and then dip or then blah blah blah blah these index funds will not adopt the stock for a year and that's just been a formality basically it's kind of a rule that they use But Elon basically convinced one of these index fund, like the Dow or whatever, the NASDAQ 100, to waive that formality so that the SpaceX stock will immediately get within, I think, 15 days or so get injected into all of these index funds. So now if you have a 401k that tracks the NASDAQ, you automatically have to invest in. SpaceX. The whole idea is that Elon and everyone at SpaceX knows that SpaceX is the most
Starting point is 01:21:47 overvalued public company in the world. They lose not quite a billion dollars a month, but in the hundreds of millions of dollars a month. Yeah. And they're valued as like one of the most valuable companies in the world, right? Despite just like, is SpaceX or XAI? It's the same company. Yeah. They're there. SpaceX AI is SpaceX. So Elon used SpaceX to buy XAI. Which bought Twitter. Yeah. So SpaceX, XAI. and Twitter are all the same balance sheet now. And together, they record about $800 million of losses. I'm going to fact check that up the episode,
Starting point is 01:22:19 but I believe it's about $800 million of losses a year. So the whole plan is if you can get all of these index funds to automatically buy SpaceX about two weeks after it IPOs, it doesn't have enough time to crash. And that auto pumps the stock to infinity. So when the stock does crash, the people who lose are the people whose retirement accounts auto invest. And the people who already have the stock in SpaceX, XAI, are the people who invested in Twitter, and the people who invested in XAI, which is like a lot of the billionaires who funded the Twitter deal in the beginning.
Starting point is 01:22:52 Because Elon lost half of the value of Twitter after he bought it because it crashed to half the price. You know how like in the meme coin strat is you tweet about a meme coin, so a bunch of people buy it and then you sell off as soon as they buy it. Because you secretly own 80% of the... That is, that's the plan here, except instead of convincing people to buy it with a tweet, they're being full. forced to buy it. They're literally being forced to buy it. Everyone who has a 401K. It's like one of the most insane financial plays ever. The stock markets, it's all fake. Yeah, I think a lot of people don't realize that these index funds are companies and they're not just like things that are sort of set up and managed by the government and are like a, you know, a politically moral whatever.
Starting point is 01:23:33 They're like companies that their whole thing is that they track certain stocks. So yeah, it's crazy. I would recommend watching some videos on it. It's wild. Yeah, and then Anthropics potentially going to go public. We'll see if Open AI goes public. I don't know, man, it's going to be crazy. If the AI bubble does burst, it'll probably happen in the next six months. We're speed running, this whole tech, I feel like.
Starting point is 01:23:57 Two years ago, we were like, cool, look, we'll spit eating spaghetti. Or like, it made a dinosaur chicken nugget surfing. And now we're like, it's too expensive to run anymore. Yeah. What do you think is going to go public first? Anthropic or Open AACs? Anthropics. Anthropics.
Starting point is 01:24:12 I need to correct myself. I said SpaceX was losing about $800 billion a month. I was not even close. In the first three months of this year, they lost $4.3 billion with a B dollars. You misspoke for a second though. You said $800 billion. Yeah, $800 million was an incorrect number. In the first three months of 2026, they lost $4.3 billion,
Starting point is 01:24:33 despite being, again, in theory, the largest, most valuable IPO in history. somehow. I said I'll get it. Because they're betting on the future. Anthropic is worth more than open AI now. Did you know that? That's crazy. It's like it's all specular.
Starting point is 01:24:51 It doesn't matter. It's all it is. All of it is. Well, in theory, not all of it is like there are companies you can buy whose balance sheets directly reflect their valuation. They just don't know how to grise. That's true. No, what they don't know how to do is pay another company to buy $800 million worth of
Starting point is 01:25:10 their own product. I always found it weird when like, like, we'll see something on stage happen and then we'll see, like, that night a story about how the stock price went. Like the Ferrari lucha? Yeah. Like the car gets announced and then they lose 5% of their value overnight. Yeah. That's just speculation.
Starting point is 01:25:30 That's just people going, ah, I see that there are future plans for selling this will not work out. So I don't think they're worth as much anymore. So I will sell or I think it's worth less. Well, in theory, that's the whole idea of index funds, right? It's like you can escape the volatility in a certain market. But the contract sort of falls apart when the company runs your index fund is like, no, I'm going to make so much money off of the loss. Well, also, I think Hank Green did a good video about this.
Starting point is 01:25:58 Like, the point of an index fund is to escape the volatility of different markets. But when like 80% of the market is AI companies, it's still dangerous to have your money in an index fund now. So it's just, this is not a, this is not financial advice. Not financial advice. We should probably cut dangerous, but that's, yeah, well, that's what he said. I don't know, I'm just quoting him. But did he say not financial advice? Several times rapidly into the camera.
Starting point is 01:26:23 Not financial advice. Actually, fun fact, Hank Green is a certified public account. Really? But you still don't give public advice. This is not truth advice. Okay. It's fine because the president has a name coin anyway, so. Don't listen to us.
Starting point is 01:26:36 Don't listen to us. go go watch people who are very, very well versed in this. I only learned about this last name. Blame them. Yeah, blame them. Blame them. Yes. Okay. Well, with that, we're going to wrap it up with trivia. And then next week we'll have the VDC. For some reason, you're saying wrap it up really makes me want some sort of wrap for lunch.
Starting point is 01:26:59 What kind of? I don't know. Guys, before Google Plus was released, how many, before Google Plus, how many, before Google Plus, how many social networking sites did Google launch? Would you like me to include social media platforms that Google purchased pre-launch or just ones that Google was the launcher of? What were you going to do at the beginning?
Starting point is 01:27:26 I was going to do Google launched. Google launched, okay. And is it close to without going over? Yes, it is price is right rules. So then just the number? Just the number. I don't need names. And I will fully accept that if you write to me about the one I missed,
Starting point is 01:27:50 I will go back at award points. I feel like I'm, well, the price is right. I just go with the lower. And I would also like to make a clarification because there are lots of things that Google did that are sort of like social media platforms
Starting point is 01:28:04 that are not, in my opinion, social media platforms. Oh, this is based on your opinion. We made debate on this. I am not including Dodgeball, because while that does resemble 4Square, it was an SMS service, and I don't believe an SMS-based service could be... I think that's pretty so.
Starting point is 01:28:17 It's fair. I am not including Picasso Web because the social features were an afterthought. I love photos. I am not including Google Open Social because that is a protocol on an API. It is not an accessible platform. But it's the Fedaverse.
Starting point is 01:28:32 I am not including Google Wave. What? What's that? It was sort of like a bulletin board, like... That feels like social media. though, to me. And I am not including Google Buzz. No, that's social media.
Starting point is 01:28:47 That is definitively social media. You think Google Buzz is social media? Yeah. Okay, I will include Google Buzz then. Yeah. All right. How many did you put? Well, I should have been more.
Starting point is 01:28:57 Oh, I went high. Did you put 14? Okay, we'll see. Bro, you mean, it sounds like it was 800. No. Marquez, what did you put? I put five. Unfortunately, as of my current list, you are one over, unfortunately.
Starting point is 01:29:10 because I had four on my list. David, you put three. Which four did you? I included haiku or I think it's pronounced haiku because it starts with a J. Sonnet. I did haiku. I spelled IQ with the J.
Starting point is 01:29:26 It's because it's a cross between the word haiku and a Finnish word for like short stories. And it was a Twitter clone. Google Hiku. I don't remember that very well. No, sorry. Sorry, Haiku cannot be on this list. Haiku was purchased by Google after it was launched.
Starting point is 01:29:43 I take that back. So there are three. There are three. The correct answer is three. So David nailed it right on the money. Wow. Oh, no, but we put Google Buzz on the list. Yeah, Buzz?
Starting point is 01:29:53 Oh, yeah. Buzz, Google Friend Connect, and Orcut. And I had never heard of Orcutt, but Google really tried to make it happen, and it only took off in Brazil. Can I read you a description of one, and you can tell me if it's social media. Sure. The description is a mobile app for group discussions and messaging, developed Google. It was intended to compete with Slack, but it was where, but it was a content sharing platform where users can create a space, invite their friends for discussions, share videos,
Starting point is 01:30:18 images, text, and other media. I'm open to it, but what year did it launch. Yeah. 2016. That is after Google Plus. Got it. And then, okay, what else was I thinking? I like Google Wave the social media, but I still lose anyway. Okay. Buzz buzz. If you are upset with the way I adjudicated this question, I encourage you to tweet at me or leave a comment. Google Wave. Really stick it to him by subscribing. Dude, if you subscribed, I would hate that so much. So I got the point? You got the point.
Starting point is 01:30:48 And with that, you now are at 30 points. Andrew at 25. Marquez with 26. Yeah, yeah. That's closer than I thought. Cool. That's a close game. Wait, yeah.
Starting point is 01:30:59 How did you give somebody points? I think Mariah got a few. You have a crazy run or something? No, people, when he was out, people got points. Hell yeah. All right. Yeah, team game. Question number two.
Starting point is 01:31:11 Yeah. While Google Plus didn't stick around, one feature built into Google Plus eventually became a standalone product in 2013. What was it? I mean, Google Plus didn't have very many features, but it did have these. It had the entirety of the community on it. These. I'm trying to figure out which one stuck around. Oh, iron.
Starting point is 01:31:32 I'm, I think I'm wrong. Hold on. I'm going to try it. Because I don't know the name. Ding. All right. Flip them and read. What do you guys got?
Starting point is 01:31:46 I'm worried. There's a really stupid answer. That's what it. Okay. We all said different things. What are you right? 4 square. Angie, you just had a completely different company, so you go first.
Starting point is 01:31:58 Four square. That's not a Google friend. I was torn between circles or whatever the chat built into it was called, and I ended up just going with circles. Nope. Hangouts. Correct. Oh. So that was what the chat was called.
Starting point is 01:32:14 I used Hangouts. Rip Hangouts. A lot. I loved Google Hangouts. Which version? The Google guy over here. Remember when they integrated Hangouts with SMS and then they took it out and then they put it back and then they took it out again?
Starting point is 01:32:26 It was going to be my unified messaging app so many times. So many times. And then it wasn't. And then it was. And then it was. And then it was. No, I knew better. I knew Google wasn't going to stick with it.
Starting point is 01:32:36 Because when it finally got it, I forgot what phone was coming out, but I was like, it was like preloaded on the phone. and it was sitting in the dock and I was like, oh, I could just use this. But I knew better. The one that really broke my heart was Allo.
Starting point is 01:32:46 Because Allo had such cool UI and like the animations and like the stickers were so awesome. Yeah. That's because they were trying to copy I message and FaceTime. So they made Allo and Duo.
Starting point is 01:32:56 And it kept the worst one. Duo sucks. Allo should have been it right. Well, now it's just, I think they integrated Duo into Google. Now it's just me. We're not doing this again. We're not doing it to Google.
Starting point is 01:33:07 The Google chat, meet Allo, Duo, call. We're not. It's been bad. Someone read us out. If you guys, if you made it this far, obviously you're a true fan. And you've listened deep into the podcast.
Starting point is 01:33:20 So comment deep if you made it this far. And subscribe. And subscribe. Because, of course, you're probably already subscribed if you're this deep. But thank you for watching. Thanks for subscribing. Thanks for making it this deep in the pod. We'll catch you guys next week.
Starting point is 01:33:34 Peace. That's deep, Marquez. Wayform is produced by Adam & Hulse, partner with Fox Media Podcast Network and our intradra music created by veins still.com this weekend my friend came up to me that he lives in another town
Starting point is 01:34:02 and uh... goes to a different school you wouldn't know

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