1
00:00:03,600 --> 00:00:06,980
Josh:
Apple just concluded the Super Bowl of hardware events for the year.

2
00:00:07,080 --> 00:00:08,200
Josh:
This is their biggest event of the year.

3
00:00:08,360 --> 00:00:11,800
Josh:
They unveiled their new flagship devices, being the iPhone, the watches, and the AirPods.

4
00:00:12,000 --> 00:00:16,320
Josh:
It just concluded. There was a lot of very cool tech that I think I'm pretty stoked about.

5
00:00:16,480 --> 00:00:20,160
Josh:
EJS, we might be going to war on a few topics and things you might find interesting or not.

6
00:00:20,260 --> 00:00:24,320
Josh:
But before we do, I mean, I want to talk about the thing that they notably didn't

7
00:00:24,320 --> 00:00:27,800
Josh:
really announce or excluded a lot from this event, which is AI.

8
00:00:27,800 --> 00:00:31,260
Josh:
It felt like this was, and granted, this is a very hardware-focused episode,

9
00:00:31,460 --> 00:00:32,760
Josh:
a very hardware-focused announcement.

10
00:00:32,840 --> 00:00:36,800
Josh:
But last week when we covered Google's announcement, it was a mostly hardware

11
00:00:36,800 --> 00:00:41,680
Josh:
unveiling, but all of the software on top of it was enabled by AI.

12
00:00:42,000 --> 00:00:45,520
Josh:
And Apple really didn't seem to have a lot of the AI, but they did have some

13
00:00:45,520 --> 00:00:47,800
Josh:
interesting features. So I kind of want to jump in with those.

14
00:00:47,980 --> 00:00:52,180
Josh:
What was Apple's AI presence like, Ejaz, during this hardware unveiling episode?

15
00:00:52,180 --> 00:00:58,580
Ejaaz:
They released a new pair of AirPod Pro 3s, which do live AI translation.

16
00:00:58,840 --> 00:01:02,880
Ejaaz:
So you could be speaking Spanish right now, Josh, and I'd be hearing English in mine.

17
00:01:03,200 --> 00:01:06,600
Ejaaz:
In fact, there's a really cool demo that I want you to see right here.

18
00:01:06,940 --> 00:01:09,880
Josh:
When both people are wearing AirPods Pro.

19
00:01:11,500 --> 00:01:15,680
Josh:
I agree, yeah. Eu concordo, sim.

20
00:01:17,080 --> 00:01:21,220
Josh:
Vamos incluir as principais descobertas na apresentação de sexta-feira.

21
00:01:24,060 --> 00:01:26,700
Josh:
Definitely. The client will love that.

22
00:01:27,490 --> 00:01:30,590
Josh:
I'll let the strategy team know to prepare that immediately.

23
00:01:30,890 --> 00:01:34,470
Ejaaz:
So what you're watching here is basically two people having a conversation.

24
00:01:34,470 --> 00:01:39,570
Ejaaz:
They're both wearing, maybe kind of dystopianly, the AirPod Pro 3s.

25
00:01:39,750 --> 00:01:44,010
Ejaaz:
But they're able to communicate and converse with each other in a completely

26
00:01:44,010 --> 00:01:47,750
Ejaaz:
different setting, environment, and language, which I thought was just super cool.

27
00:01:47,930 --> 00:01:51,750
Ejaaz:
We saw Google release something similar to this, but that was over something

28
00:01:51,750 --> 00:01:53,990
Ejaaz:
more formal like Google Meets, right?

29
00:01:54,070 --> 00:01:57,070
Ejaaz:
So you have to set up a call and do this. This seems much more casual.

30
00:01:57,490 --> 00:02:04,890
Ejaaz:
And I also know, Josh, that you could wear the AirPods Pro 3 and speak to someone

31
00:02:04,890 --> 00:02:09,370
Ejaaz:
who isn't wearing this and the live translation will occur on your iPhone.

32
00:02:09,510 --> 00:02:11,850
Ejaaz:
So you can kind of like show them a kind of transcript of what you're trying

33
00:02:11,850 --> 00:02:13,350
Ejaaz:
to say and converse that way.

34
00:02:13,510 --> 00:02:15,950
Ejaaz:
But Josh, do you find this as cool as I did?

35
00:02:16,270 --> 00:02:19,550
Josh:
Yeah, okay. I found it cool when I saw it first unveiled by Google like six months ago.

36
00:02:19,810 --> 00:02:22,650
Josh:
But I do find this cool because it's built into the ecosystem that I use.

37
00:02:22,850 --> 00:02:27,610
Josh:
So in that extent, I'm very excited. AirPods, I think, are the device that I

38
00:02:27,610 --> 00:02:30,210
Josh:
do not leave home with. Like people always say phone while it keys.

39
00:02:30,370 --> 00:02:33,290
Josh:
For me, it's phone and AirPods. I adore them. I bring them everywhere.

40
00:02:33,670 --> 00:02:37,710
Josh:
Having an upgraded version that includes this live translation seems very cool.

41
00:02:37,930 --> 00:02:39,870
Josh:
I think it's important to note they were both wearing AirPods.

42
00:02:40,290 --> 00:02:43,990
Josh:
In the wild, most times when you converse with someone, it's going to be one-sided AirPods.

43
00:02:44,170 --> 00:02:47,550
Josh:
So they did have a feature where you can actually speak and it will listen and

44
00:02:47,550 --> 00:02:50,990
Josh:
then share the words on a screen so someone who's outside of the conversation

45
00:02:50,990 --> 00:02:52,510
Josh:
without AirPods can hear. For

46
00:02:52,510 --> 00:02:56,070
Josh:
me, Apple has largely lost my trust when it comes to software delivery.

47
00:02:56,410 --> 00:03:00,370
Josh:
So in this case, I need to see it to believe it. If it does work with low latency

48
00:03:00,370 --> 00:03:01,870
Josh:
like they demoed, this is incredible.

49
00:03:02,090 --> 00:03:05,770
Josh:
This would be such a cool feature where you can talk in near real time with

50
00:03:05,770 --> 00:03:07,090
Josh:
anyone in the world in any language.

51
00:03:07,230 --> 00:03:10,830
Josh:
And that's like a pretty remarkable thing from something so small that just sits in your ears.

52
00:03:10,990 --> 00:03:15,790
Josh:
I fear that that will not be the case and that this live demo is in a very controlled

53
00:03:15,790 --> 00:03:19,450
Josh:
environment and it is optimized for a perfect experience.

54
00:03:20,070 --> 00:03:23,050
Josh:
Noticeably, AirPods, I mean, And even the microphone quality of AirPods,

55
00:03:23,170 --> 00:03:26,210
Josh:
if you've ever tried to talk to someone, Ejaz on the phone, has been horrendous.

56
00:03:27,200 --> 00:03:31,000
Josh:
It leaves. It's amazing. It's an incredible demo for an incredible product.

57
00:03:31,120 --> 00:03:33,780
Josh:
These AirPods are awesome and I will absolutely be buying them.

58
00:03:34,100 --> 00:03:37,200
Josh:
But again, we'll test it. I'll believe it when I see it.

59
00:03:37,940 --> 00:03:42,180
Ejaaz:
Josh, buddy, did you have your coffee this morning? You've got your Duma hat

60
00:03:42,180 --> 00:03:45,160
Ejaaz:
on. You're meant to be the fanboy of this show.

61
00:03:45,340 --> 00:03:49,080
Ejaaz:
Okay, let me step into your shoes for a second and just say that it comes at

62
00:03:49,080 --> 00:03:52,740
Ejaaz:
the same price, which is a very un-Apple like thing.

63
00:03:52,860 --> 00:03:56,280
Ejaaz:
Normally they hike the price up hundreds of dollars for every single new model,

64
00:03:56,360 --> 00:04:02,200
Ejaaz:
but it's the same price, $249 and no 99 cents. They've just kept it rendered off there.

65
00:04:02,580 --> 00:04:08,000
Ejaaz:
Eight hours of battery life, built-in heart rate sensor, which is something new, Josh. I don't know.

66
00:04:08,640 --> 00:04:13,420
Ejaaz:
Does AirPod Pros 2 have a heart rate sensor?

67
00:04:13,740 --> 00:04:17,320
Ejaaz:
It's basically where my head is going here is I think they're starting to build

68
00:04:17,320 --> 00:04:20,400
Ejaaz:
a new kind of smart device and it's kind of starting with the AirPods,

69
00:04:20,660 --> 00:04:22,340
Ejaaz:
this live AI translation feature.

70
00:04:22,480 --> 00:04:25,940
Ejaaz:
Maybe they stick a camera on it in future versions maybe i'm being too much

71
00:04:25,940 --> 00:04:30,840
Ejaaz:
of a moon boy about this but i found that pretty cool and and maybe i'm being too hopeful but yeah.

72
00:04:30,840 --> 00:04:34,120
Josh:
Yeah health will be important i think if you're interested in the airpods the

73
00:04:34,120 --> 00:04:37,120
Josh:
only things that you care about are active noise cancellation is better it has

74
00:04:37,120 --> 00:04:40,940
Josh:
live translation um and it can read your pulse in the case that you don't have

75
00:04:40,940 --> 00:04:45,100
Josh:
a tracker like an apple watch or an aura ring and that's pretty much the only thing there so

76
00:04:45,100 --> 00:04:46,440
Ejaaz:
What are you excited about josh.

77
00:04:46,440 --> 00:04:50,340
Josh:
Yeah there's a ton of stuff i'm actually stoked for and it is all hardware related stuff.

78
00:04:50,500 --> 00:04:53,720
Josh:
They released a bunch in the iPhone department, which I think we can get into

79
00:04:53,720 --> 00:04:55,800
Josh:
right now, starting with the iPhone Air.

80
00:04:56,060 --> 00:05:00,200
Josh:
The iPhone Air is awesome. We have this really beautiful designed video that

81
00:05:00,200 --> 00:05:02,020
Josh:
shows the thinnest iPhone they've ever made,

82
00:05:02,660 --> 00:05:06,360
Josh:
Ijaz, one of the things that I got really excited about is for me,

83
00:05:06,460 --> 00:05:09,600
Josh:
this was the first time in a long time that Apple felt like they released a

84
00:05:09,600 --> 00:05:10,660
Josh:
very Apple-esque device.

85
00:05:10,840 --> 00:05:14,620
Josh:
It's new, it's innovative, it's different, it's beautiful. I think we see it

86
00:05:14,620 --> 00:05:15,400
Josh:
from the marketing video.

87
00:05:15,620 --> 00:05:20,020
Josh:
They tried to do like a knockoff Johnny Ive promo video where they had some

88
00:05:20,020 --> 00:05:23,000
Josh:
designer with a European accent start talking about it.

89
00:05:23,160 --> 00:05:25,620
Josh:
But I think the most remarkable thing about this phone is the design.

90
00:05:25,880 --> 00:05:30,100
Josh:
And the reason why I believe they made this phone, which I'm not sure you will

91
00:05:30,100 --> 00:05:32,900
Josh:
agree with nor know about Ijaz, but I do want to get into it in a second.

92
00:05:33,260 --> 00:05:37,740
Josh:
First, the actual hardware of the phone. I think, what, 85% of this phone is battery.

93
00:05:38,080 --> 00:05:43,400
Josh:
So the entire backside of the phone is basically a slab of glass with a battery

94
00:05:43,400 --> 00:05:44,440
Josh:
behind it and a back shell.

95
00:05:44,760 --> 00:05:48,340
Josh:
And all of the hardware, all of the compute, all of the camera sensors,

96
00:05:48,480 --> 00:05:52,560
Josh:
the microphones, the speakers, they're all found in this single array that exists

97
00:05:52,560 --> 00:05:54,120
Josh:
on top of the phone that they call the plateau.

98
00:05:54,520 --> 00:05:59,220
Josh:
The actual limitation of what made this as thin as it could be is the USB-C port.

99
00:05:59,480 --> 00:06:02,780
Josh:
The USB-C port is actually the thickest part of the phone. And they've kind

100
00:06:02,780 --> 00:06:05,460
Josh:
of run up against this, this like natural limitation of thinness.

101
00:06:05,960 --> 00:06:09,980
Josh:
And I just found this really inspiring to me because it's a new form factor

102
00:06:09,980 --> 00:06:13,020
Josh:
of a device that we've come to know and love for so long, but they've really

103
00:06:13,020 --> 00:06:16,940
Josh:
done an interesting job of stacking it all in this tiny, tiny little thing and

104
00:06:16,940 --> 00:06:19,360
Josh:
creating something that feels new. They use this polished titanium.

105
00:06:19,620 --> 00:06:23,140
Josh:
And then as I'm watching this, I'm thinking, well, why, why would they do this?

106
00:06:23,240 --> 00:06:26,580
Josh:
What's the reasoning to make a thin phone? Like no one really asked for a thin

107
00:06:26,580 --> 00:06:28,900
Josh:
phone. I'm stoked they did it. I think it's beautiful.

108
00:06:29,060 --> 00:06:32,040
Josh:
It's amazing. But I mean, if you ask the average person, what they want in a

109
00:06:32,040 --> 00:06:34,480
Josh:
new iPhone, they're going to tell you, well, I just kind of want better battery

110
00:06:34,480 --> 00:06:36,620
Josh:
life, maybe a little bit better cameras.

111
00:06:36,760 --> 00:06:42,240
Josh:
And in fact, this battery is 48% less than the iPhone 17 Pro Max.

112
00:06:42,420 --> 00:06:46,140
Josh:
So it's a significant hit to battery life. But what's interesting is this very

113
00:06:46,140 --> 00:06:50,040
Josh:
much feels like it was a product made for the manufacturers more than it was

114
00:06:50,040 --> 00:06:52,400
Josh:
made for the consumers. Because what?

115
00:06:52,880 --> 00:06:57,580
Josh:
There was a leak a few weeks ago where Apple was looking to make the iPhone Fold next year.

116
00:06:57,780 --> 00:07:01,580
Josh:
And in order to make the iPhone Fold next year, it requires a series of very

117
00:07:01,580 --> 00:07:06,280
Josh:
thin components, a very small components, a very compact tech to be able to

118
00:07:06,280 --> 00:07:11,220
Josh:
squeeze two very thin displays into a single piece of hardware that fits in your pocket.

119
00:07:11,600 --> 00:07:16,520
Josh:
So to me, this feels like this was a dry run, a short production run to get

120
00:07:16,520 --> 00:07:20,540
Josh:
the supply chain and manufacturer set up to create this next generation of thinner devices.

121
00:07:21,060 --> 00:07:23,080
Josh:
And when I also think about what we talk about frequently, Ejaz,

122
00:07:23,200 --> 00:07:27,340
Josh:
which is this next level of compute through augmented reality and ambient intelligence,

123
00:07:27,340 --> 00:07:31,860
Josh:
where computers kind of exist on your face in the form of glasses or the Vision

124
00:07:31,860 --> 00:07:35,720
Josh:
Pro goggles, I think you really need smaller components.

125
00:07:35,880 --> 00:07:39,620
Josh:
And this very much feels like a test for manufacturers to create smaller components

126
00:07:39,620 --> 00:07:42,500
Josh:
to fit in smaller, more confined spaces. Because if you look at the video on

127
00:07:42,500 --> 00:07:43,860
Josh:
the screen right now, it's gorgeous.

128
00:07:44,060 --> 00:07:47,260
Josh:
It's this tiny, thin little sliver. And then at the top, it has all the compute

129
00:07:47,260 --> 00:07:49,200
Josh:
in And to me, it's a remarkable phone.

130
00:07:49,560 --> 00:07:53,540
Josh:
Really beautiful. If I didn't care so much about cameras, this would be a no-brainer for me to buy.

131
00:07:53,720 --> 00:07:58,660
Josh:
I think it is an awesome show of Apple manufacturing strength, of design capability.

132
00:07:58,880 --> 00:08:01,600
Josh:
This is super cool. And if anyone asks me what they should buy,

133
00:08:01,700 --> 00:08:04,500
Josh:
if they don't care about photography, get this phone. It's awesome.

134
00:08:04,760 --> 00:08:07,040
Josh:
Did you have any takes when you watched this about what you thought about it?

135
00:08:07,550 --> 00:08:15,370
Ejaaz:
Okay, listen, as a professional Apple hater, I was super impressed by the engineering behind this.

136
00:08:15,470 --> 00:08:21,690
Ejaaz:
I mean, what we're showing on the screen here is nothing short of genius, right?

137
00:08:21,850 --> 00:08:30,410
Ejaaz:
So you've got the entire brain, body, limbs of a phone in the tiny little camera

138
00:08:30,410 --> 00:08:32,590
Ejaaz:
component of the top section of your phone.

139
00:08:32,710 --> 00:08:36,390
Ejaaz:
I would say that this is probably like, what, not more than 15% of the actual

140
00:08:36,390 --> 00:08:40,550
Ejaaz:
phone body and the rest is just clean, smooth, slick glass, as you said.

141
00:08:40,930 --> 00:08:44,270
Ejaaz:
And I kind of want to pick up on the point that you're making,

142
00:08:44,410 --> 00:08:49,010
Ejaaz:
which is, I think, over decades since the mobile phone was created.

143
00:08:49,890 --> 00:08:54,110
Ejaaz:
It's kind of been on a trend towards getting smaller, thinner,

144
00:08:54,550 --> 00:08:57,930
Ejaaz:
right, being able to fit into your pocket, being able to kind of like slide

145
00:08:57,930 --> 00:08:59,970
Ejaaz:
into your bag or handbag or whatever that might be.

146
00:09:00,450 --> 00:09:04,390
Ejaaz:
And I think this is like the first major leap that we've seen in a while,

147
00:09:04,570 --> 00:09:07,510
Ejaaz:
where we're kind of like taking a very aggressive move, right?

148
00:09:07,610 --> 00:09:11,450
Ejaaz:
You mentioned folded phones, right? Samsung's been doing that for God knows how long.

149
00:09:12,070 --> 00:09:15,010
Ejaaz:
But this is like, this feels like a net new thing.

150
00:09:15,150 --> 00:09:20,390
Ejaaz:
It feels like, as this tweet says, practice for whatever future hardware comes next.

151
00:09:20,510 --> 00:09:24,170
Ejaaz:
And you and I, Josh, have spoken about, or hypothesized rather,

152
00:09:24,410 --> 00:09:28,690
Ejaaz:
about what the new AI consumer hardware device is going to look like.

153
00:09:28,690 --> 00:09:30,990
Ejaaz:
Is it going to be a puck that sits in your pocket or on your table?

154
00:09:31,050 --> 00:09:31,890
Ejaaz:
Is it going to be a necklace?

155
00:09:32,070 --> 00:09:35,610
Ejaaz:
Is it going to be AirPods with cameras in it with sensors in it?

156
00:09:35,750 --> 00:09:38,750
Ejaaz:
We don't know, or is it going to be glasses? We don't know exactly what it's

157
00:09:38,750 --> 00:09:42,550
Ejaaz:
going to be. But I feel like this is kind of like a hint towards that future.

158
00:09:43,070 --> 00:09:46,930
Ejaaz:
And my personal take is I love that it's small. I love that it's tiny.

159
00:09:47,090 --> 00:09:50,090
Ejaaz:
And I love that it's going to be kind of like hidden in the background so that

160
00:09:50,090 --> 00:09:51,610
Ejaaz:
I can just continue doing what I do.

161
00:09:51,930 --> 00:09:57,310
Ejaaz:
Ironically, tech permeates so much of our life, but I kind of want a breather from it.

162
00:09:57,430 --> 00:10:02,470
Ejaaz:
I kind of want it to be subtle in the background. And I love the engineering that went into this.

163
00:10:02,690 --> 00:10:06,630
Ejaaz:
But like I said, I'm a professional Apple hater, Josh.

164
00:10:06,830 --> 00:10:10,510
Ejaaz:
So I kind of want to bring up two images for you. And OK, I don't know,

165
00:10:10,610 --> 00:10:13,990
Ejaaz:
just just get your take on this. Right. Does this look familiar to you, Josh?

166
00:10:14,390 --> 00:10:17,550
Josh:
Yeah, that was actually one of my favorite phones. I had this in college.

167
00:10:17,730 --> 00:10:20,930
Josh:
This was the iPhone 5S. Gorgeous, gorgeous device. Why? What's your point?

168
00:10:21,030 --> 00:10:21,870
Josh:
What do you what do you want to say?

169
00:10:22,890 --> 00:10:27,970
Ejaaz:
Listen, I'll just these little words here, you know, 33 percent lighter,

170
00:10:28,050 --> 00:10:32,110
Ejaaz:
you know, I'm I just want to point out, but listen, what's better than a picture?

171
00:10:32,490 --> 00:10:35,490
Ejaaz:
What's better than a picture is a video demo. Look at this.

172
00:10:35,610 --> 00:10:40,390
Ejaaz:
Look at the iPhone 6, Josh, compared to your fancy Air device that's,

173
00:10:40,390 --> 00:10:43,710
Ejaaz:
you know, whatever, half glass or blah, blah, blah. It's thinner.

174
00:10:43,930 --> 00:10:44,910
Ejaaz:
It's sleeker. It's cooler.

175
00:10:45,520 --> 00:10:50,560
Ejaaz:
Obviously, I'm jesting here. The phone that we're talking about in question,

176
00:10:50,640 --> 00:10:54,560
Ejaaz:
the iPhone Air, is so much more functioning performance than these phones.

177
00:10:54,700 --> 00:10:58,760
Ejaaz:
But I just want to point out, it's not the thinnest or smallest phone that Apple's ever created.

178
00:10:58,960 --> 00:11:02,980
Ejaaz:
So yeah, I just rest my case there. It is the thinnest. Oh, it is the thinnest.

179
00:11:03,040 --> 00:11:06,060
Josh:
Perhaps not the smallest. And yeah, I mean, to your point, the hardware they're

180
00:11:06,060 --> 00:11:09,440
Josh:
packing into this thing, the capability of this phone is equivalent to 100 iPhone

181
00:11:09,440 --> 00:11:11,020
Josh:
6s. I mean, this thing is a monster.

182
00:11:11,400 --> 00:11:14,000
Josh:
And it all fits very neatly in this tiny little package. So actually,

183
00:11:14,280 --> 00:11:16,260
Josh:
when you look at the array of compute, between these two phones.

184
00:11:16,780 --> 00:11:20,460
Josh:
The iPhone 6 has this whole system on chip architecture that expands through

185
00:11:20,460 --> 00:11:24,000
Josh:
the entire vertical length of the phone, and it expands horizontally at the

186
00:11:24,000 --> 00:11:27,080
Josh:
top and bottom, leaving a small rectangular section for the battery.

187
00:11:27,260 --> 00:11:30,100
Josh:
This actually fits all of the compute, which is probably, I mean,

188
00:11:30,180 --> 00:11:33,200
Josh:
I'm not even exaggerating, at least 50 times the processing power of an iPhone

189
00:11:33,200 --> 00:11:37,360
Josh:
6 into a tiny plateau that is a fraction of the size of the iPhone 6.

190
00:11:37,500 --> 00:11:43,340
Josh:
So, I mean, it's pretty, but this new phone is, it's running laps around the

191
00:11:43,340 --> 00:11:44,760
Josh:
old iPhone 6 and the iPhone 5.

192
00:11:44,760 --> 00:11:49,400
Ejaaz:
So one thing I keep hearing about, Josh, is this new kind of venting architecture

193
00:11:49,400 --> 00:11:52,500
Ejaaz:
that comes either through the chip or the phone device itself.

194
00:11:52,720 --> 00:11:54,460
Ejaaz:
Can you tell me a bit more about that?

195
00:11:54,800 --> 00:11:57,440
Josh:
Okay. So before we do that, let's introduce the phone that it's involved in,

196
00:11:57,540 --> 00:12:01,840
Josh:
which is actually the iPhone 17 Pro. This is the new flagship device. This is the new guy.

197
00:12:02,180 --> 00:12:07,220
Josh:
And before we do anything, Ejaz, oh my God, I actually had a meltdown last night.

198
00:12:07,280 --> 00:12:11,300
Josh:
I have to confess to you and the listeners, I had a mental breakdown halfway through this

199
00:12:11,800 --> 00:12:14,620
Josh:
Announcement episode because i saw them unveil this phone

200
00:12:14,620 --> 00:12:17,640
Josh:
and i saw it unveiled in three colorways none of

201
00:12:17,640 --> 00:12:21,140
Josh:
which are black and if you know me i

202
00:12:21,140 --> 00:12:23,960
Josh:
have all black everything the blackest of

203
00:12:23,960 --> 00:12:28,960
Josh:
blacks for everything i own is is my default and for the and in the case of

204
00:12:28,960 --> 00:12:32,820
Josh:
apple actually black has been the default color of pro whenever there's a macbook

205
00:12:32,820 --> 00:12:37,260
Josh:
pro they offer the black the apple watch ultra they offer the black the pro

206
00:12:37,260 --> 00:12:40,360
Josh:
models always get black and for this time for some reason they wanted to go

207
00:12:40,360 --> 00:12:41,880
Josh:
with orange, navy, and silver.

208
00:12:42,060 --> 00:12:45,220
Josh:
So I'm having an existential crisis, but that's not here nor there.

209
00:12:45,680 --> 00:12:48,980
Josh:
Whoever did that, you should be fired. Anyways, let's get into what makes this so special.

210
00:12:49,140 --> 00:12:52,260
Josh:
So one of the things you mentioned is the cooling, right? So the cooling is

211
00:12:52,260 --> 00:12:55,640
Josh:
really, really interesting. This is something I found super fascinating.

212
00:12:56,080 --> 00:12:59,460
Josh:
It's called vapor chamber cooling. And basically the way vapor chamber cooling

213
00:12:59,460 --> 00:13:02,420
Josh:
works is it has a small amount of liquid.

214
00:13:02,600 --> 00:13:06,660
Josh:
It's some sort of water that is tightly sealed inside of a metal ceramic packaging.

215
00:13:06,980 --> 00:13:09,700
Josh:
And what it does is the water actually just kind

216
00:13:09,700 --> 00:13:12,980
Josh:
of sits there and it's absorbed by this this porous

217
00:13:12,980 --> 00:13:15,840
Josh:
thing that kind of holds it right near the processor so if you're imagining

218
00:13:15,840 --> 00:13:18,640
Josh:
kind of like a sponge in a water bottle is is

219
00:13:18,640 --> 00:13:22,260
Josh:
a good way that i could describe this and the sponge holds the water and as

220
00:13:22,260 --> 00:13:26,380
Josh:
the chip heats up the sponge it kind of evaporates the water a little bit and

221
00:13:26,380 --> 00:13:30,720
Josh:
because water particles have way more surface area than solid metal it allows

222
00:13:30,720 --> 00:13:34,880
Josh:
it to dissipate the heat quite a bit so as this water evaporates from your sponge

223
00:13:34,880 --> 00:13:38,020
Josh:
in your bottle it moves to the far end of the bottle and it cools down.

224
00:13:38,240 --> 00:13:40,840
Josh:
So the further it gets away from the heat source, which in this case is the

225
00:13:40,840 --> 00:13:42,500
Josh:
chip, the cooler it gets.

226
00:13:42,600 --> 00:13:46,560
Josh:
And then when it cools down, it turns back into a liquid and it gets reabsorbed by the sponge.

227
00:13:46,680 --> 00:13:50,920
Josh:
So it's this kind of closed circuit system made for cooling hot devices.

228
00:13:51,380 --> 00:13:54,420
Ejaaz:
They've recreated the rain system in a phone.

229
00:13:54,780 --> 00:13:59,260
Josh:
That's insane. So this is not novel technology, but it is novel in the sense

230
00:13:59,260 --> 00:14:03,580
Josh:
that they were able to package this incredibly in a super small form factor

231
00:14:03,580 --> 00:14:06,380
Josh:
and squeeze it into a phone without really increasing the thickness very much at all.

232
00:14:06,980 --> 00:14:10,520
Josh:
And I mean, frequently, I have problems with overheating because I do a lot

233
00:14:10,520 --> 00:14:12,800
Josh:
of graphic intensive work on my phone. I do some video editing.

234
00:14:12,920 --> 00:14:13,860
Josh:
I do a lot of photo editing.

235
00:14:14,040 --> 00:14:18,000
Josh:
The phone frequently gets very, very hot and it overheats if I'm charging while I'm also working.

236
00:14:18,300 --> 00:14:19,640
Josh:
They did two things to help with

237
00:14:19,640 --> 00:14:22,160
Josh:
thermal cooling here. One is that vapor chamber that I just described.

238
00:14:22,240 --> 00:14:25,300
Josh:
But the second one is actually moving away from titanium to aluminum,

239
00:14:25,720 --> 00:14:29,040
Josh:
which is interesting because, Ejaz, if you remember just two years ago with

240
00:14:29,040 --> 00:14:32,540
Josh:
the iPhone 15 Pro announcement, the leading headline for the phone was titanium.

241
00:14:32,940 --> 00:14:35,880
Josh:
They were so proud of this new metal. It was very lightweight.

242
00:14:35,880 --> 00:14:36,960
Josh:
Weight. It was very Apple.

243
00:14:37,630 --> 00:14:42,030
Josh:
Very difficult to work with. And it turns out, it actually just like sucks at

244
00:14:42,030 --> 00:14:46,150
Josh:
thermal insulation and it is not as durable as aluminum and it's just expensive.

245
00:14:46,390 --> 00:14:48,470
Josh:
And yeah, okay, it's a little light, but it's not that impressive.

246
00:14:48,610 --> 00:14:51,010
Josh:
So what they did with this phone is they went back to aluminum.

247
00:14:51,450 --> 00:14:56,790
Josh:
Aluminum, I believe, has either a six or a 10 times multiple in its ability to dissipate heat.

248
00:14:57,110 --> 00:15:01,630
Josh:
So this combined with the vapor chamber will allow the phone to run hot for

249
00:15:01,630 --> 00:15:03,110
Josh:
a very long time without actually getting hot.

250
00:15:03,310 --> 00:15:06,170
Josh:
I think another thing that I noticed about this phone that we're kind of seeing

251
00:15:06,170 --> 00:15:09,930
Josh:
in this little demo here, is you'll notice that it's two-tone on the back.

252
00:15:10,010 --> 00:15:13,850
Josh:
So what they did here is they made a unibody aluminum casting.

253
00:15:13,910 --> 00:15:17,750
Josh:
So it's actually one solid piece, the entire phone, instead of multiple pieces.

254
00:15:18,030 --> 00:15:21,990
Josh:
And they placed this ceramic glass on the back to allow for wireless charging

255
00:15:21,990 --> 00:15:24,650
Josh:
and wireless communication that wouldn't work for aluminum.

256
00:15:24,910 --> 00:15:27,630
Josh:
So we're getting kind of the best of both worlds where we have aluminum,

257
00:15:27,630 --> 00:15:32,670
Josh:
which is more durable, it's better heat resistance, but it's not titanium.

258
00:15:33,090 --> 00:15:37,410
Josh:
And we also get the glass back. These were two interesting things did you have

259
00:15:37,410 --> 00:15:40,350
Josh:
any other interesting things that were noteworthy to you about the flagship phone?

260
00:15:41,170 --> 00:15:45,430
Ejaaz:
Well, interesting is questionable, but I kind of think it looks uglier than

261
00:15:45,430 --> 00:15:46,930
Ejaaz:
the previous phones that they've launched.

262
00:15:47,110 --> 00:15:47,770
Josh:
Don't love the design.

263
00:15:48,190 --> 00:15:52,690
Ejaaz:
That might be a controversial take. I don't like the two-tonedness.

264
00:15:52,810 --> 00:15:54,430
Ejaaz:
I kind of like hide that stuff away.

265
00:15:54,570 --> 00:15:57,170
Ejaaz:
Like I like the wireless charging, but like hide it away maybe.

266
00:15:57,550 --> 00:16:00,330
Ejaaz:
Also, orange is like such a bold color to go for.

267
00:16:00,450 --> 00:16:05,150
Ejaaz:
But one of the main things that is ugly, but I know contributes quite well to

268
00:16:05,150 --> 00:16:10,990
Ejaaz:
this phone's success, Josh, is that big camera hunk, which if I hold up my current

269
00:16:10,990 --> 00:16:15,030
Ejaaz:
phone right now, has just kind of expanded across the top of the phone.

270
00:16:15,450 --> 00:16:19,990
Ejaaz:
Tell me what I'm getting in exchange for that, because I'm expecting a sick camera.

271
00:16:20,490 --> 00:16:23,950
Josh:
Yeah, this is the reason why I'm actually going to be upgrading because I love

272
00:16:23,950 --> 00:16:27,270
Josh:
taking photos with my iPhone and I need the flagship camera.

273
00:16:27,470 --> 00:16:30,690
Josh:
Otherwise, I would absolutely buy a iPhone Air with no questions asked.

274
00:16:31,130 --> 00:16:35,550
Josh:
The cameras are better slightly, particularly with the telephoto and wide angle lens.

275
00:16:35,690 --> 00:16:40,470
Josh:
Now, what's cool is it has 348 megapixel camera arrays, which is the same as Google now.

276
00:16:40,730 --> 00:16:44,610
Josh:
And what that means is you're going to get really high quality on the wide angle lens in low light.

277
00:16:44,770 --> 00:16:46,910
Josh:
You're going to get amazing quality, as you always do on the 1X lens.

278
00:16:46,910 --> 00:16:50,630
Josh:
And for the telephoto lens, you actually get two lenses in one, which is pretty cool.

279
00:16:50,750 --> 00:16:53,290
Josh:
So for the wide angle, you get the 0.5 and the macro.

280
00:16:53,470 --> 00:16:57,350
Josh:
With the 1x zoom, you get 1x, 1.25 and 1.5.

281
00:16:57,690 --> 00:17:04,750
Josh:
Now you get 2x and you get 4x and 8x optical zoom with digital zoom up to 40 times.

282
00:17:05,010 --> 00:17:08,510
Josh:
So what this gives basically is you get another camera built into your phone.

283
00:17:08,670 --> 00:17:14,170
Josh:
So in the previous iPhones, you get a 0.5, 1, 1.25, 1.5, 2 and 5.

284
00:17:14,170 --> 00:17:16,870
Josh:
Now all those you keep but in

285
00:17:16,870 --> 00:17:19,590
Josh:
addition you get a eight times telephoto lens which is

286
00:17:19,590 --> 00:17:22,630
Josh:
pretty cool so you can reach out further you have better optical abilities

287
00:17:22,630 --> 00:17:25,590
Josh:
in low light because the sensors are a bit larger they're a

288
00:17:25,590 --> 00:17:29,710
Josh:
bit higher megapixel count and overall it's a solid upgrade there's a lot of

289
00:17:29,710 --> 00:17:32,890
Josh:
pro features that are good they shoot in pro res it has really good color grading

290
00:17:32,890 --> 00:17:35,990
Josh:
capabilities a lot of people aren't going to take advantage of that i think

291
00:17:35,990 --> 00:17:41,150
Josh:
if you are going from a 16 pro to a 17 pro the advantage is marginal i think

292
00:17:41,150 --> 00:17:43,630
Josh:
the big upgrade really is that optical zoom came out to eight times.

293
00:17:44,010 --> 00:17:46,750
Josh:
But when we're speaking of cameras, there is something that I really want to

294
00:17:46,750 --> 00:17:49,710
Josh:
mention because this to me feels like the most exciting upgrade in terms of

295
00:17:49,710 --> 00:17:51,630
Josh:
cameras, and that's on the front of the iPhone.

296
00:17:51,830 --> 00:17:54,170
Josh:
So the front of the iPhone got an upgrade in camera sensors.

297
00:17:54,330 --> 00:17:58,890
Josh:
And what they did is actually changed the shape of the camera sensor from rectangular to square.

298
00:17:59,620 --> 00:18:03,220
Josh:
Why is this important? Well, it is when you're holding a phone sideways,

299
00:18:03,520 --> 00:18:07,480
Josh:
you could picture kind of like a 16 by nine aspect ratio rectangular box.

300
00:18:07,580 --> 00:18:10,920
Josh:
So that means it's seeing the world through basically what you're looking at

301
00:18:10,920 --> 00:18:13,300
Josh:
right now, which is a display, and it's showing it horizontally.

302
00:18:13,800 --> 00:18:18,040
Josh:
If you were to extend that screen upwards and turn it into a square,

303
00:18:18,220 --> 00:18:21,100
Josh:
well, then it doesn't quite matter the orientation you're holding your phone

304
00:18:21,100 --> 00:18:26,120
Josh:
at because the sensor array is the same orientation regardless of the way that you tilt your phone.

305
00:18:26,440 --> 00:18:29,800
Josh:
So if you hold your phone vertically, it's the same as holding it horizontally

306
00:18:29,800 --> 00:18:31,940
Josh:
because the sensor is a square. It's not a rectangle.

307
00:18:32,280 --> 00:18:37,060
Josh:
And this is a big unlock because it allows you to shoot horizontal content while

308
00:18:37,060 --> 00:18:38,360
Josh:
holding the phone vertically.

309
00:18:38,940 --> 00:18:41,920
Josh:
And I think, I mean, this is kind of a, just it's a cute thing for people who

310
00:18:41,920 --> 00:18:44,020
Josh:
like to take selfies or who like to take vlogs and videos.

311
00:18:44,200 --> 00:18:47,560
Josh:
But I did find this interesting for just consumer applications because you never

312
00:18:47,560 --> 00:18:50,000
Josh:
really have to turn your phone again to shoot anything forward facing.

313
00:18:50,420 --> 00:18:53,060
Josh:
And what I love is they not only increased the resolution of the camera,

314
00:18:53,320 --> 00:18:56,000
Josh:
but they included stability in the front facing camera as well.

315
00:18:56,120 --> 00:18:59,700
Josh:
So if you ever did want to record a video or take a selfie or whatever,

316
00:18:59,860 --> 00:19:03,580
Josh:
it will not only be stable, but it can be captured while holding your phone vertically.

317
00:19:03,820 --> 00:19:06,300
Josh:
So that was a nice, cute little feature. I'm like, okay, I like that.

318
00:19:06,400 --> 00:19:09,600
Josh:
I never have to turn my phone to take a wide angle selfie because actually here's

319
00:19:09,600 --> 00:19:13,400
Josh:
another instance where there's AI, it will detect where the people are in the

320
00:19:13,400 --> 00:19:15,820
Josh:
image and it will automatically create a wide angle version.

321
00:19:16,000 --> 00:19:18,980
Josh:
If it detects people are on the sides of you that don't quite fit in the frame.

322
00:19:19,260 --> 00:19:22,720
Josh:
And this is also true in their FaceTime feature where it will track the location

323
00:19:22,720 --> 00:19:26,240
Josh:
of your head and kind of follow your head. So you don't really lose the framing.

324
00:19:26,780 --> 00:19:29,840
Josh:
So I thought that was interesting in terms of camera upgrades for the phone.

325
00:19:30,100 --> 00:19:33,720
Josh:
And I mean, not enough really to get someone to upgrade, but just fun upgrades

326
00:19:33,720 --> 00:19:36,280
Josh:
that you would kind of expect from a new flagship device like this.

327
00:19:36,860 --> 00:19:41,800
Ejaaz:
Yeah. I mean, that's what I was about to say. I love the engineering feats that

328
00:19:41,800 --> 00:19:45,180
Ejaaz:
they've achieved with this new phone, but I don't think it's good enough to

329
00:19:45,180 --> 00:19:48,760
Ejaaz:
convince me at least to upgrade or to buy a new phone.

330
00:19:49,240 --> 00:19:52,800
Ejaaz:
What I'm noticing here, Josh, and I'm curious if you think otherwise,

331
00:19:52,800 --> 00:20:00,120
Ejaaz:
in this flagship new phone, iPhone 17 Pro, it is a photographer's dream pretty

332
00:20:00,120 --> 00:20:01,880
Ejaaz:
much, right? It's fully functional.

333
00:20:02,220 --> 00:20:07,080
Ejaaz:
48 megapixels is insane. I kind of think about the first cell phone I had and

334
00:20:07,080 --> 00:20:12,020
Ejaaz:
the camera that I had on that looked like a potato basically and it was so chunky and large.

335
00:20:12,280 --> 00:20:16,740
Ejaaz:
This is probably the best engineered mobile phone that is out there today.

336
00:20:16,940 --> 00:20:18,100
Ejaaz:
And I think that is super cool.

337
00:20:18,460 --> 00:20:22,380
Ejaaz:
And like you said, a lot of people who take selfies, which is a ton of people

338
00:20:22,380 --> 00:20:25,640
Ejaaz:
today, right, will benefit from this quite a bit.

339
00:20:25,860 --> 00:20:28,260
Ejaaz:
And it's performant as well for the price that you're paying.

340
00:20:28,360 --> 00:20:32,260
Ejaaz:
I think there's this adage of like Apple, like increasing the prices of all

341
00:20:32,260 --> 00:20:35,200
Ejaaz:
the devices, just kind of like inanely all the time.

342
00:20:35,240 --> 00:20:39,720
Ejaaz:
But you're kind of getting bang for your buck here, given that what this phone

343
00:20:39,720 --> 00:20:41,800
Ejaaz:
does, kind of stepping back for a second.

344
00:20:42,510 --> 00:20:46,290
Ejaaz:
I'm kind of maybe putting my AI hat back on in a way.

345
00:20:46,710 --> 00:20:51,270
Ejaaz:
I feel like they are kind of running out of ideas here, right?

346
00:20:51,590 --> 00:21:00,130
Ejaaz:
I would love to see some kind of Steve Jobs-esque type device creation or design applicability.

347
00:21:00,150 --> 00:21:05,190
Ejaaz:
And that could come either at the hardware level or that could come at the app design layer, right?

348
00:21:05,250 --> 00:21:09,650
Ejaaz:
Like we saw Google kind of like release a similar type of phone with 48 megapixels

349
00:21:09,650 --> 00:21:14,170
Ejaaz:
as well, as you said, but they had 20 different AI apps that kind of came on top of this.

350
00:21:14,730 --> 00:21:18,130
Ejaaz:
And not to make this all about like an AI thing, but I would love to see some

351
00:21:18,130 --> 00:21:21,270
Ejaaz:
of the ingenuity that they're spending and effort and money that they're spending

352
00:21:21,270 --> 00:21:25,050
Ejaaz:
on the hardware design to apply to the app layer as well.

353
00:21:25,170 --> 00:21:28,230
Ejaaz:
Otherwise, I think we're just going to end up plateauing, which I think we've

354
00:21:28,230 --> 00:21:30,470
Ejaaz:
kind of been doing over the last couple of years. I don't know, what do you think?

355
00:21:30,550 --> 00:21:33,810
Josh:
Yeah, there's definitely, there's a discrepancy at Apple currently between the

356
00:21:33,810 --> 00:21:34,730
Josh:
software and hardware stack.

357
00:21:34,930 --> 00:21:40,150
Josh:
I think the iPhone Air is a very respectable and really wonderful device.

358
00:21:40,150 --> 00:21:44,870
Josh:
It's something that I would rarely say that Steve would probably appreciate

359
00:21:44,870 --> 00:21:47,610
Josh:
this, but it really is. It's a remarkable feat of engineering and it's beautiful.

360
00:21:47,850 --> 00:21:50,590
Josh:
And I think the last time we really saw this was actually for the chips,

361
00:21:50,990 --> 00:21:55,290
Josh:
the M series chips, which really created a huge unlock in terms of what types

362
00:21:55,290 --> 00:21:59,590
Josh:
of devices were able to be made with Apple. So Apple Silicon as a technology is remarkable.

363
00:22:00,170 --> 00:22:02,990
Josh:
On the topic of Silicon, there is actually one other thing that I wanted to

364
00:22:02,990 --> 00:22:05,970
Josh:
mention to you, EJS, which I thought was interesting with the new Pro phone.

365
00:22:06,170 --> 00:22:10,710
Josh:
And that's their new A19 Pro chip. And what I heard, they snuck this in there

366
00:22:10,710 --> 00:22:15,670
Josh:
and it said that it features these new neural accelerators, what they call the neural engine.

367
00:22:15,890 --> 00:22:17,890
Josh:
And it's a series of cores inside

368
00:22:17,890 --> 00:22:22,510
Josh:
of this new processor that is built specifically for handling AI tasks.

369
00:22:22,690 --> 00:22:27,050
Josh:
Now, they mentioned that in passing. They didn't mention any uses of these new

370
00:22:27,050 --> 00:22:30,930
Josh:
neural cores, but they did mention that they're investing a lot of energy and,

371
00:22:30,970 --> 00:22:34,450
Josh:
I mean, space on this tiny little chip in these neural engines,

372
00:22:34,590 --> 00:22:36,190
Josh:
which are optimized for AI.

373
00:22:36,370 --> 00:22:39,470
Josh:
So you could kind of think of it, if you have like a mental model to think of

374
00:22:39,470 --> 00:22:42,890
Josh:
these, we have the CPUs, which is, you can think of it maybe like a chef.

375
00:22:43,010 --> 00:22:46,550
Josh:
The CPU is like the master chef. It does everything. It kind of can...

376
00:22:47,120 --> 00:22:49,820
Josh:
Attack any problem you have and then the gpu is kind of

377
00:22:49,820 --> 00:22:52,920
Josh:
like a line of sous chefs right like they're all kind of there to help that

378
00:22:52,920 --> 00:22:55,640
Josh:
cpu do a lot of the hard compute so they'll do the prep work they'll chop up

379
00:22:55,640 --> 00:22:58,500
Josh:
the vegetables and they'll hand it off to the cpu and it'll take care of everything

380
00:22:58,500 --> 00:23:01,200
Josh:
and then you can imagine the neural engine kind of like like a

381
00:23:01,200 --> 00:23:04,200
Josh:
robotic slicer where it's really good at

382
00:23:04,200 --> 00:23:07,280
Josh:
one thing so those vegetables that i mentioned it'll just slice slice

383
00:23:07,280 --> 00:23:10,140
Josh:
slice slice and it's amazing at that and that's what the neural core

384
00:23:10,140 --> 00:23:13,120
Josh:
is for the a19 pro chip so it's super efficient

385
00:23:13,120 --> 00:23:16,160
Josh:
because it uses this on-device sram it's

386
00:23:16,160 --> 00:23:20,840
Josh:
which is not slow but it's it's very fast and it's very power efficient and

387
00:23:20,840 --> 00:23:24,200
Josh:
they use lower precision math so i just we talk about quantized models sometimes

388
00:23:24,200 --> 00:23:28,880
Josh:
here um where they're kind of models that they lower the their lower precision

389
00:23:28,880 --> 00:23:33,180
Josh:
math which is kind of like 8-bit or 16-bit meaning they don't go all the way

390
00:23:33,180 --> 00:23:35,900
Josh:
but they get most of the efficiency at a much smaller

391
00:23:35,900 --> 00:23:37,120
Ejaaz:
Intelligence of the models.

392
00:23:37,120 --> 00:23:40,720
Josh:
Exactly and that's what they've kind of done here with these chips where they

393
00:23:40,720 --> 00:23:44,440
Josh:
use 8-bit, 16-bit, low precision math in order to do a lot more computing.

394
00:23:44,640 --> 00:23:49,180
Josh:
That's maybe 80% as good if they used a lot more data, but also significantly more efficient.

395
00:23:49,340 --> 00:23:53,060
Josh:
So they have now this infrastructure on device using these neural engines that

396
00:23:53,060 --> 00:23:56,760
Josh:
is significantly better than it was last year and like 10 times better than

397
00:23:56,760 --> 00:23:59,060
Josh:
it was two years ago with nothing to run on it.

398
00:23:59,160 --> 00:24:02,000
Josh:
And the fact that they're investing so much, I mean, they kind of have to,

399
00:24:02,140 --> 00:24:05,500
Josh:
but it leads me to wonder what type of AI are they planning to run on these

400
00:24:05,500 --> 00:24:08,980
Josh:
devices? because now they're juiced up and these phones can run local inference

401
00:24:08,980 --> 00:24:12,920
Josh:
like really freaking good, but they have no local inference currently to run.

402
00:24:13,060 --> 00:24:15,160
Josh:
So it leaves me with the question, who's going to fill that slot?

403
00:24:15,300 --> 00:24:20,100
Josh:
Because it's become apparent to me that Apple is not the company that is likely going to do it.

404
00:24:20,180 --> 00:24:22,860
Josh:
They're probably going to outsource this to someone or maybe we'll get a miracle

405
00:24:22,860 --> 00:24:25,460
Josh:
at WWDC next year. But that is one thing I want to mention.

406
00:24:25,620 --> 00:24:29,140
Ejaaz:
It's just the- Yeah, I don't know if I agree with you on that, Josh.

407
00:24:29,360 --> 00:24:35,700
Ejaaz:
So in my Moonboy thesis, which is tucked away in a dusty closet somewhere,

408
00:24:35,840 --> 00:24:37,960
Ejaaz:
for Apple to win this AI race,

409
00:24:38,120 --> 00:24:43,220
Ejaaz:
I think they're going to come in hard right at the end by having the most hyper-performant

410
00:24:43,220 --> 00:24:46,920
Ejaaz:
small device that fits into your hand or on your head or whatever it might look

411
00:24:46,920 --> 00:24:52,160
Ejaaz:
like and runs super-performant models locally, privately.

412
00:24:52,180 --> 00:24:53,880
Josh:
I pray that you're right.

413
00:24:54,600 --> 00:24:59,460
Ejaaz:
And I think they might pull it off, dude, because I, again, I want to hate on

414
00:24:59,460 --> 00:25:04,880
Ejaaz:
them, but they have so much cash that an outlandish acquisition isn't beneath

415
00:25:04,880 --> 00:25:07,560
Ejaaz:
them or isn't going to be surprising, I would say.

416
00:25:07,780 --> 00:25:10,720
Ejaaz:
I just think they're waiting patiently to see what kind of hardware companies

417
00:25:10,720 --> 00:25:15,840
Ejaaz:
kind of pop up with the actual gizmo or the architecture that they need or the

418
00:25:15,840 --> 00:25:17,060
Ejaaz:
model that they require.

419
00:25:17,200 --> 00:25:20,340
Ejaaz:
And then they're just going to come in and swoop in and get them.

420
00:25:20,460 --> 00:25:23,400
Josh:
I hope they do. I really hope you're right because they have all the infrastructure

421
00:25:23,400 --> 00:25:25,800
Josh:
now built to run local inference on these devices.

422
00:25:26,060 --> 00:25:30,900
Josh:
And like we mentioned, this is significant because the price per token drops down to zero dollars.

423
00:25:31,200 --> 00:25:34,900
Josh:
When you can run inference locally on a phone, the cost to serve that AI to

424
00:25:34,900 --> 00:25:38,200
Josh:
a consumer drops to zero because you don't have to interface with any cloud server.

425
00:25:38,280 --> 00:25:40,980
Josh:
So it's a really big deal in terms of cost efficiency.

426
00:25:41,260 --> 00:25:44,620
Josh:
And like we always talk about with Jevin's Paradox, the more tokens you have,

427
00:25:44,880 --> 00:25:46,140
Josh:
the more tokens we will generate.

428
00:25:46,300 --> 00:25:50,300
Josh:
And I think it's a win-win for everyone. If Apple can figure this the F out, I am praying for you.

429
00:25:50,420 --> 00:25:54,040
Josh:
Please do it you have it now in the chip make something happen deliver us some

430
00:25:54,040 --> 00:25:56,980
Josh:
awesome ai hardware that can run locally on our phone i think for me it was

431
00:25:56,980 --> 00:26:00,720
Josh:
a great upgrade this is what i'll be buying uh you just do you have any are

432
00:26:00,720 --> 00:26:03,080
Josh:
you going to be buying anything if you do what are you picking

433
00:26:03,080 --> 00:26:07,880
Ejaaz:
So i'm tempted to go for the air just because it looks so cool i want to kind

434
00:26:07,880 --> 00:26:11,480
Ejaaz:
of like see what that device looks like i want to feel it in my hands like it

435
00:26:11,480 --> 00:26:14,980
Ejaaz:
being kind of top heavy i'm just kind of like how is that going to feel i just

436
00:26:14,980 --> 00:26:18,380
Ejaaz:
think it's a really cool piece of engineering and I kind of want to own the

437
00:26:18,380 --> 00:26:20,320
Ejaaz:
first type of device that's like that.

438
00:26:20,740 --> 00:26:23,720
Ejaaz:
Oh, and I'm going to get the AirPods, the AirPods 3 because I want to be able

439
00:26:23,720 --> 00:26:28,600
Ejaaz:
to communicate with my Uber drivers and the bodega guys because they always

440
00:26:28,600 --> 00:26:30,100
Ejaaz:
crack jokes and I have no idea what they're saying.

441
00:26:30,180 --> 00:26:32,980
Ejaaz:
Are they making fun of me or are they laughing with me? I have no idea.

442
00:26:33,630 --> 00:26:36,850
Josh:
Nice. Yeah, I want the AirPods just because they're a remarkable little pocket

443
00:26:36,850 --> 00:26:39,450
Josh:
device that I take everywhere. And two times the active noise cancellation.

444
00:26:39,690 --> 00:26:41,410
Josh:
That's all I want. Just block more of the world.

445
00:26:42,690 --> 00:26:46,270
Josh:
That's great. I think, like, great job. I will be a purchaser.

446
00:26:46,550 --> 00:26:48,930
Josh:
So outside of the phones, there were a few other hardware announcements.

447
00:26:49,070 --> 00:26:51,150
Josh:
I mean, we did have the iPhone 17, which we didn't talk about.

448
00:26:51,370 --> 00:26:54,630
Josh:
It's another wonderful phone. They upgraded the display to 120 hertz,

449
00:26:55,010 --> 00:26:56,290
Josh:
which is a really nice refresh rate.

450
00:26:56,510 --> 00:26:59,050
Josh:
It's a great phone if you're on a budget and you want to buy something that's

451
00:26:59,050 --> 00:26:59,710
Josh:
a little less expensive.

452
00:27:00,090 --> 00:27:02,870
Josh:
Amazing device. in terms of watches they were

453
00:27:02,870 --> 00:27:05,770
Josh:
the most disappointing watch upgrades to date which really hurts my

454
00:27:05,770 --> 00:27:08,810
Josh:
soul because i have none on my wrist and i was hoping to get one and they

455
00:27:08,810 --> 00:27:11,670
Josh:
cannot convince me to shell out eight hundred dollars for this

456
00:27:11,670 --> 00:27:16,230
Josh:
behemoth of an apple watch ultra what they did with the apple watch ultra is

457
00:27:16,230 --> 00:27:20,330
Josh:
they extended the displays slightly they added the battery life a little bit

458
00:27:20,330 --> 00:27:24,930
Josh:
better they added i believe they added a 5g chip that has um direct to cell

459
00:27:24,930 --> 00:27:29,590
Josh:
connectivity also noted if you listen to our last episode about starlink this

460
00:27:29,590 --> 00:27:31,650
Josh:
device now will work with Starlink satellites,

461
00:27:31,810 --> 00:27:36,230
Josh:
where if you're in the middle of nowhere and you have an Apple Watch 11 or Apple Watch Ultra,

462
00:27:36,590 --> 00:27:40,030
Josh:
you can actually get data right to your wrist from anywhere in the world.

463
00:27:40,130 --> 00:27:42,010
Josh:
So that's a pretty interesting thing that these watches now enable.

464
00:27:42,150 --> 00:27:45,010
Josh:
It's been there for a little while, but the chip has just been improved a little bit.

465
00:27:45,310 --> 00:27:48,730
Josh:
I mean, the Apple Watch Series 11, this is actually a devastating upgrade.

466
00:27:48,890 --> 00:27:52,730
Josh:
They did not even upgrade the chip this year at EJS. It is just the same exact

467
00:27:52,730 --> 00:27:55,670
Josh:
hardware with a slightly more scratch-resistant screen.

468
00:27:55,950 --> 00:27:59,690
Josh:
So now your screen is now twice as scratch-resistant as last year,

469
00:27:59,690 --> 00:28:02,370
Josh:
which is the most underwhelming Apple Watch upgrade to date.

470
00:28:02,510 --> 00:28:03,990
Josh:
They have, um, hypertension,

471
00:28:05,130 --> 00:28:08,310
Josh:
Which seems interesting. I think it remains to be seen if it's actually accurate.

472
00:28:08,490 --> 00:28:12,370
Josh:
They included sleep scores to compete with companies like Whoop, Aura, and Aidsleep.

473
00:28:12,650 --> 00:28:15,650
Josh:
And I think that's kind of interesting to gamify sleep. I would like to see

474
00:28:15,650 --> 00:28:17,270
Josh:
them move more into that space.

475
00:28:17,330 --> 00:28:20,250
Josh:
But that's pretty much everything they announced last night.

476
00:28:20,310 --> 00:28:21,250
Josh:
They had some fun accessories.

477
00:28:21,430 --> 00:28:26,310
Josh:
They had a battery pack for the iPhone Air because the battery is a little smaller, so it extends it.

478
00:28:26,530 --> 00:28:30,790
Josh:
They added a like side leash to clamp onto your phone and walk around as a fashion

479
00:28:30,790 --> 00:28:32,350
Josh:
accessory. But I think that's pretty much it.

480
00:28:32,510 --> 00:28:36,090
Josh:
In terms of AI, to recap, I think live translation It's been around,

481
00:28:36,270 --> 00:28:38,210
Josh:
but it's Apple-fied. It's cool. We like that.

482
00:28:38,610 --> 00:28:43,250
Josh:
They added a ton of neural cores to the new phone with no real use of them yet.

483
00:28:43,250 --> 00:28:45,010
Josh:
So hopefully we'll get a use case soon.

484
00:28:45,230 --> 00:28:48,950
Josh:
And the new hardware, pretty good. I mean, I'm excited to get a new phone with

485
00:28:48,950 --> 00:28:52,530
Josh:
the new cameras, the new vertical, the square sensing camera on the front.

486
00:28:52,850 --> 00:28:56,810
Josh:
And then I think the iPhone Air, it's a lovely phone. It's a gorgeous phone.

487
00:28:56,930 --> 00:29:00,210
Josh:
And I loved it. And I think if no one's even interested, just go watch the release

488
00:29:00,210 --> 00:29:01,710
Josh:
video because they did a really great job.

489
00:29:01,830 --> 00:29:06,090
Josh:
It's just a really cool feat of engineering that I think is a testament to where will we be heading?

490
00:29:06,310 --> 00:29:10,770
Josh:
And it's a dry run for manufacturers to actually figure it out and create smaller

491
00:29:10,770 --> 00:29:12,590
Josh:
devices. I doubt we'll get an iPhone Air 2.

492
00:29:12,730 --> 00:29:16,450
Josh:
It's probably just a transitionary piece to get the manufacturing up to speed.

493
00:29:16,530 --> 00:29:18,790
Josh:
But I think that covers it. That is the Apple event.

494
00:29:18,950 --> 00:29:22,830
Josh:
It was a big event that was slightly underwhelming on the AI front.

495
00:29:23,190 --> 00:29:28,570
Josh:
But again, it's Apple. We will be patient. We will be suckers in their closed

496
00:29:28,570 --> 00:29:30,790
Josh:
wall ecosystem for at least one more year.

497
00:29:31,430 --> 00:29:36,010
Josh:
And I think that's a wrap. So, I mean, thank you guys for watching.

498
00:29:36,170 --> 00:29:38,150
Josh:
I hope you enjoyed. I am curious.

499
00:29:38,450 --> 00:29:40,970
Josh:
I would actually love, I want the comment section for this one,

500
00:29:40,990 --> 00:29:42,350
Josh:
if we could just chat about the phones.

501
00:29:42,670 --> 00:29:45,290
Josh:
Are you going to get one? If so, what are you going to get? If so,

502
00:29:45,370 --> 00:29:48,530
Josh:
what color are you going to get? I have no idea what color iPhone 17 Pro I'm

503
00:29:48,530 --> 00:29:50,270
Josh:
going to get because there's no black and I'm devastated.

504
00:29:51,230 --> 00:29:54,410
Josh:
So this is a serious point of contention in my life. Ejaz, what would you pick

505
00:29:54,410 --> 00:29:58,010
Josh:
if you had to pick a color, the navy, orange, or silver?

506
00:29:58,650 --> 00:30:01,510
Josh:
I think it's probably going to be navy. It's so lame. And you can't even cover

507
00:30:01,510 --> 00:30:04,310
Josh:
the back because the freaking camera array is so big.

508
00:30:04,490 --> 00:30:08,710
Ejaaz:
It's not even matte. Give me a matte option at least. Come on. Brutal.

509
00:30:09,070 --> 00:30:12,190
Josh:
Brutal. Okay, but that's the event. I hope everyone enjoyed.

510
00:30:12,330 --> 00:30:15,570
Josh:
Let us know what your take. Are you going to be upgrading, downgrading,

511
00:30:15,970 --> 00:30:20,870
Josh:
leaving the ecosystem happy, sad, upset that AI doesn't exist on this freaking

512
00:30:20,870 --> 00:30:22,990
Josh:
ecosystem, even though they're the most valuable company in the world,

513
00:30:23,070 --> 00:30:24,710
Josh:
but whatever, whatever it may be.

514
00:30:25,150 --> 00:30:29,430
Josh:
But I mean, EJs will probably get in the iPhone Air on 17 Pro Gang by next Friday.

515
00:30:29,430 --> 00:30:32,110
Josh:
We should have them in our pockets. So maybe we could chat a little bit more then.

516
00:30:32,330 --> 00:30:35,190
Josh:
But that is a wrap. Thank you so much for watching. If you have a friend that

517
00:30:35,190 --> 00:30:38,410
Josh:
is also interested in this technology who didn't know about vapor chambers or

518
00:30:38,410 --> 00:30:41,290
Josh:
who didn't know about neural engine cores, maybe you learned something.

519
00:30:41,490 --> 00:30:43,770
Josh:
Share it with them. Let them know about it. It's pretty interesting.

520
00:30:43,930 --> 00:30:44,710
Josh:
I think it's pretty cool.

521
00:30:45,090 --> 00:30:48,370
Josh:
And yeah, that's a wrap for this episode. So thank you guys so much for watching.

522
00:30:48,550 --> 00:30:51,150
Josh:
I really appreciate it. Don't forget, like, subscribe, all the good things.

523
00:30:51,250 --> 00:30:53,810
Josh:
And we will see you guys in the next episode.