00:00welcome to the a 16z podcast I'm Michael
00:02kokkonen I sit here with Benedict Evans
00:04who has been poring over again and again
00:07how many times have you watched the
00:08Apple event Benedict I'm actually
00:12watching all the way through because I
00:13was in a camp going to JFK when it was
00:15okay he's mostly watched the a
00:17parliament from yesterday so we want to
00:19talk all about it it's it's the annual
00:21iPhone event but it was clearly much
00:24yeah so they were it was over two hours
00:27there were no jokes there were no
00:30updates it was very very dense with
00:32stuff and with product and with new
00:35things that they were doing and that
00:38fell kind of into I suppose four
00:40categories I mean very briefly the watch
00:44will get new colors and new bands and
00:47the new software which will be Audion
00:50allow third-party apps so they gave some
00:52demos of some cool third-party apps that
00:54actually run properly now supposedly on
00:56the watch and we'll have to see but then
00:59very quickly we went into kind of the
01:00sweet pillows which were first a new
01:02iPhone secondly a new iPad and thirdly
01:06Apple TV all right well let's take those
01:08in turn you know they flashed the new
01:11iPhone out there Tim Cook put this thing
01:12up on the screen and initially you're
01:14like huh looks like an iPhone 6 well
01:17they always do this they change the
01:19enclosure every two years but then they
01:21don't the pace of technology change
01:24inside is pretty steady and so anything
01:27that that's always important to remember
01:28is that most people would play cell
01:30phone every two years so the people who
01:31will be in the market for this mainly
01:33will be people who have got a 5s or even
01:35a five and so for them and all upgrading
01:37from the six and that's always been the
01:38dynamic within that and so then there's
01:42a bunch of you know the C usual stuff
01:43like faster chip better battery and so a
01:45nine yeah it's actually better camera
01:48etc etc it's all the sort of steady
01:49progressions all handset guys do you
01:51know it's always it's always better
01:52every year really you know the pace of
01:53improvement is kind of slowing a bit
01:56just because you know that we're not
01:58making the curve it's kind of flattening
01:59out a bit and it's a bit harder every
02:01year to tell it why this one's better
02:02than the one from last year that's it
02:04there are two quite i catching things in
02:08the first is this thing called Sweetie
02:10touch or forced touch which is basically
02:12if you press hard on the screen then
02:15something can happen and they used that
02:18on the watch very obviously because
02:20there's not much space but they're using
02:21it on phone now and they've also put
02:23that on trackpads correct yeah but
02:26obviously that's on the Mac which is
02:27kind of a niche business but now in the
02:30scale of Apple but that means for
02:32example you can press on a message and
02:34you get a preview of it you can press on
02:35an image and it seems up you unprecedent
02:37it goes away so it's a little bit like a
02:39right-click it's a little bit like a
02:40click and hold but it gives you that
02:42kind of other layer of interaction and
02:44you know one's gonna have to sit over
02:47sit and spend a day playing with it I
02:49mean is it a new gesture and is it a
02:51natural gesture you just you in a
02:52natural gesture the question is well
02:54does that fit naturally in does it just
02:56become another thing yet another thing
02:58you can do so that's interesting and
03:00obviously that's you know it's a classic
03:02example whether it's good or not it's
03:03the kind of thing that's very that's
03:05much more difficult for an Android OEM
03:06to do because Apple controls the
03:08operating system and all the apps as
03:10well whereas whenever Samsung tries to
03:12do something like that it only works
03:13with the Samsung Apps because developers
03:15say well why would I support that when
03:16it's only on a Samsung phone alright and
03:18I'd and only on one Samsung phone not
03:20and all the other Samsung phones and
03:22that's just kind of a structural
03:23advantage Apple has you saw that also
03:24without or pay you saw it for example
03:26with the Microsoft Surface so this for
03:29Sochi to me thank you the really
03:31interesting thing is they have this
03:32thing called live photos and what that
03:35the way that works is we open the camera
03:37app it's recording or it's recording the
03:41last couple of seconds all the time and
03:44so when you press the shutter what you
03:46get is a grout it's almost like a grab
03:48of a burst mode so you've got a second
03:50or two before you took the shutter but
03:52press the shutter and a second or two
03:53afterwards as well I think I have to
03:55play with it to be sure to be sure and
03:57so every single photo that you take you
04:00can 3d touch on it press hard on it and
04:04you'll see a five second video clip
04:05around that photo a bit before in a bit
04:08after every photos that you take and at
04:11that point pressing the shutter becomes
04:14less about capturing data and more about
04:18an edit it's like a better way of doing
04:20bursts except you don't have to choose
04:22you gonna do burst it's just there for
04:24you all the time again once the camera
04:26is open you're basically shooting
04:28whether you anything and it's keeping
04:30the last two or three seconds so it's
04:32having the best cameraman kind of always
04:35there and always ready I suppose yeah
04:36exactly and it's of course it's
04:38invisible and automatic and you don't
04:40have to do anything it's just now all of
04:41your photos are little video clips every
04:44every single one of them which of course
04:46helps them cell phones with more storage
04:48perhaps but and I think it's kind of
04:51interesting when you think about you
04:53know why what the distinction is between
04:55video and a photograph because you know
04:57photograph in a sense is now are still
04:59from a video when you're shooting a 4k
05:01yeah and you're only looking at on the
05:03phone probably anyway a photo really is
05:05just a still from the video and this is
05:07getting pushing more and more towards
05:09that point of you know let's
05:11fundamentally think about what we can do
05:13now that this is all in a software not
05:15just do a digital version of a film
05:17camera do you know what it took to make
05:19this 3d touch this force touch a lot of
05:22hardware engineering I mean I'm good I
05:26am sure that it wasn't all Apple
05:27engineers it with people that LG or Sony
05:29or of course am so people who make
05:32screens and of course people are calling
05:34to give the glasses cast to be kind of
05:37flexible apparently to make your work
05:38that's the name that they called out
05:40there's a piece about this in doing by
05:41Businessweek but it is about that
05:44integration as well it's about making
05:46the whole thing and it's really hard to
05:48do that when you're not in that position
05:50the other interesting thing just on that
05:53on that note is so now if you take a
05:55selfie in the dark the screen will flash
05:57to light you up and it will flash at
06:00three times normal brightness so much
06:03brighter than it would be normally and
06:04they made a special little chip to power
06:07to do that so Apple made a chip to give
06:10you a better flash to take better
06:12selfies think about the kind of the kind
06:14of hardware software integration that
06:16you you know that's involved to do that
06:18well I'm talking about the cultural
06:20implications too but that's for another
06:22podcast maybe Apple owns the high-end
06:24already does this just wrap that up in
06:27even tighter I think that's right yes I
06:29mean Apple has always been pretty secure
06:31in its market and then like Apple had as
06:34it might be a half to two-thirds of the
06:35and something had most of the rest with
06:37the big vein it took a big veins last
06:39year it took a lot more of that and
06:41you've seen Samsung sales sang really
06:43dramatically and I think that just locks
06:45it in again it's more and more reasons
06:48why it's hard to why the iPhone is going
06:51to be more appealing if you've got that
06:52kind of money and that kind of
06:53sensibility and why it's harder to move
06:56away and an an on that point one of the
06:59kind of the thing that was almost
07:00announced in passing it's an apple now
07:02how it's an installment plan for iPhone
07:03and so the narrative over the last
07:07couple of years walls that mobile
07:09operators will move from contract
07:10obviously like outside of Western Europe
07:12and Japan nobody saw the contract but in
07:14Western Europe in Japan most of America
07:16is on contract the top after to the top
07:19third of Western Europe is on contract
07:20made almost all of Japan is on contract
07:22and of course that makes it easy to buy
07:24high-end phones because you get a
07:25subsidy although it's not really a
07:26subsidy but the famous cheat looks cheap
07:27right and so as the operators moved away
07:29from subsidies towards kind of unbundled
07:32installment plans where the price of the
07:33phone was much more transparent that was
07:34his narrative the high-end phone market
07:36was gonna collapse cuz everyone could
07:37see what they were paying is gonna buy a
07:38700 phone and that didn't happen at all
07:40because actually it's still an
07:42installment and people kind of knew that
07:44they were paying an installment for the
07:45phone anyway and people actually still
07:47want to get those phones and so I
07:49happened so that's kind of been the
07:50transition that's happened over the last
07:51couple of years and now Apple has its
07:52own installment and of course the thing
07:54here is if you are going to Verizon or
07:56Vodafone or yeah Deutsche Telekom and
07:59you've got an installment plan it may it
08:03may take you take it take a step back
08:05what a lot of those operators now have
08:06is they have an installment plan where
08:07you can get a phone every year right and
08:09the advantage for the operators is and
08:11therefore you are effectively always on
08:13a roll in contract because you're always
08:14at least a year away from being able to
08:16leave them right right okay so you've
08:17always getting good you've always got
08:19that phone and the disadvantage of for
08:21Apple though is that like that rolling
08:22contract could mean like Oh exactly
08:24whereas if it's a if it's an installment
08:27plan a replacement plan from Apple then
08:29the next one is going to be an iPhone
08:31because that's kind of the plan you've
08:33signed up to and of course they can sell
08:35it to you in the store as well so it's
08:36another way of driving stickiness and I
08:39kind of I mean I think Horus did you
08:40said that Apple is basically a
08:41membership club where your subscription
08:43prices you pay sits assembly six or
08:45seven hundred dollars every two years
08:46and Apple are now - sort of
08:48explicitly compare your monthly
08:52membership fee is $30 a month you get
08:54Apple product and there's other
08:56advantages like you get free Apple Care
08:57included like if you if you can drop the
08:59phone up to three times and they'll
09:00replace the screen for you now what it
09:02isn't though it isn't like GM you know
09:05in the finance business financing cars
09:06like really no it's not even on their
09:08balance sheet it's being done by a third
09:09party financing company and you know GM
09:13made with a low margin business and all
09:14the volume it was actually coming from
09:15the financing I don't think Apple are
09:17doing that here and we wouldn't have to
09:18kind of carefully analyze that the TCO
09:20but he's you know to me it's it's really
09:23a way of driving phone sales and driving
09:25driving stickiness again so that's a
09:27phone and then there was the iPad yes
09:29and so there were a couple of
09:31interesting things here one is they
09:33didn't upgrade the iPad air at all they
09:35upgraded the iPad Mini to have the same
09:38chips as the iPad air and last year they
09:40didn't upgrade the iPad air iPad Mini at
09:42all except for adding the fingerprint
09:43scanner and from looking at the kind of
09:46the metrics that I've seen it looks like
09:48the iPad Mini is basically not working
09:50because people are just buying if you're
09:52white like you'll you people will buy
09:54the six plus right you're you're the
09:56minion might as well buy a big fan yeah
09:58it's a key you might as well get six
09:59plus on even if frankly even if you got
10:01six and so people are combining the air
10:04but they're not buying the mini and so
10:05but that was like 30 seconds of the
10:07event and then of course the new thing
10:09is this iPad pro which had been rumored
10:11will report it'll eat quite a lot and
10:14it's both is and is not a Microsoft
10:17Surface explain there's a keyboard we
10:20saw there is a magnetic clip on fold up
10:24keyboard that looks very surface see
10:26there is a stylus and the surface has a
10:28stylus one can argue about this one is
10:30better it has stroke in it you know so
10:32you can angle it and get different
10:34inputs and and and so on and it has very
10:36fast input tracking and so on I'm pretty
10:39skeptical about the kind of the broad
10:41value of styluses style I I think I mean
10:44people always show you drawing and
10:45people creating beautiful illustrations
10:47and I think fine what about the other 7
10:50billion people on earth you can't draw
10:52well it depends on who this iPad pro is
10:55no there then to be fair then they show
10:57a sensitive so come back
11:00so there's a plugin keyboard there was a
11:02the thing itself is bigger and it's
11:04bigger to the point that you can run to
11:06iPad apps in portrait mode next to each
11:09other so you can have Word and Excel
11:11next to each other in the size that they
11:13would be on an iPad air or you can have
11:16you know you can have email and
11:17PowerPoint or you can have email and a
11:19web browser so and so you can multitask
11:20in a way again that you can do on the
11:23surface you know with Windows from
11:25starting from Windows 8 you have this
11:26model where you could kind of snap to
11:27your apps next to each other you don't
11:29have floating windows the way you do on
11:32Windows obviously on the iPad and so I
11:35think what Apple are doing is that kind
11:37of pushing further into you know this as
11:40a kind of a serious productivity tool
11:42you know you can view a look at it you
11:44can look at a PDF in actual size and you
11:47can mark it up with a stylus and you can
11:49email it to people and you can manage
11:50all of those kinds of things so in the
11:53enterprise in certain use cases I can
11:55see it doing really well
11:57analogous ways to the way the surface
12:00I've seen people marking up PDFs on the
12:01surface with a stylus as well I think
12:03the thing within this so it's like you
12:06can sort of sit and say ok what does
12:09Apple need to do around this what do
12:10they need to fix what are the problems
12:12with the iPad there's a whole question
12:14around like the difficulty of people
12:16making money from producing iPad
12:17productivity apps because I work is free
12:20and office 365 is effectively free cuz
12:23you'll be paying for it somewhere else
12:24anyway but the kind of the deeper
12:28context here is this is a people goes
12:30into the PC market my initial reaction I
12:33haven't had this with tablets at all was
12:35that like wow this is a laptop that I
12:37could like exactly um you know it's a
12:40little bit like the surface is kind of
12:42coming from one direction which is it's
12:44a PC that's kind of tablet and this is a
12:46tablet that's kind of a PC but it goes
12:49but the point is this is kind of my
12:51border sort of thesis here is that
12:52everyone will have a screen that hate
12:54with them everywhere which for the
12:55foreseeable future it's a um a
12:57smartphone that maybe a watch or a glass
12:59glasses or something contact lens in the
13:01future but for the more time being it's
13:02a smartphone and so that's limited to
13:04like five inches or something that will
13:06fit in your pocket and then you may have
13:08another screen today most of the
13:11developed world has another screen it's
13:12probably a shared PC within the fan
13:14home or they may have their own laptop
13:17and that's a market that's flat and it's
13:21a market with a five year placement
13:22cycle and more and more people are
13:25saying do you know what I'm using my
13:27I'm not going to buy a personal laptop
13:29or I've got a personal laptop or a
13:33personal PC it's six years old I turn it
13:35on three times three times a week it's
13:36fine I'm not going to buy a new one
13:38anymore and so this is sort of gradual
13:41shading of the PC lifespan spreads out
13:43and out and out and out and the usage
13:45migrates more and more and more towards
13:46a smartphone and it seems to me that
13:48we're seven eight nine ten or what is
13:51this one thirteen twelve point nine inch
13:53devices fit is there a big screen you
13:56have a home as well as your smartphone
13:58and so you whereas like ten years ago
14:01you would have said do I want a laptop
14:02or desktop today you say okay I'm am I
14:05going to buy a new large screen device
14:07at home or that you wouldn't call it
14:08that but do I need to get a new thing at
14:10home if so do I get a laptop a desktop
14:12or tablet and the answer thus far has
14:15been mostly I'm not gonna get attacked
14:17well this will know the answer has been
14:19I'm not gonna buy a new thing this year
14:21uh-huh and so that market is basically
14:24slowed right down particularly in
14:27consumer space it hasn't really
14:29collapsed but it's just stopped growing
14:31completely because of you know people
14:34going well I've got a phone and my PC is
14:36fine it's six years old now it's still
14:38fine and I'm not using it that much and
14:41to me the tablet fits in that space it's
14:45well if I'm going to buy one I might buy
14:48a tablet if you buy a tablet you almost
14:50certainly buy an iPad yes and there's a
14:52kind of another interesting dynamic here
14:53which again has been very obvious for
14:55like three years which is as to tablet
14:57markets now it's a tablet market for
14:58generic black plastic hundred-dollar
15:00things which people use to watch video
15:01and play games on SD cards and then
15:03there is a market for like the post PC
15:05replacement which is what Apple and
15:07Samsung and everybody else is trying to
15:09play in and Apple has like three sir two
15:10quarters has like two quarters to two
15:13thirds of that and ruku or if you look
15:14at all the usage stats for online use of
15:16tablets Apple has two-thirds to
15:17three-quarters so Apple has got that
15:19market it is just it's not a grouping is
15:21not it fits into a PC market that is not
15:25exploding and so Apple is taking a chunk
15:28of that market but the market that
15:31everybody on earth is gonna have the
15:33thing everyone is gonna see is gonna
15:34have its popping and so that's the
15:36market where you have um you know real
15:39scale do you think that this changes the
15:41the sort of buying cycle then I mean no
15:43tablets in theory on a less than five
15:46year cycle they've barely been around
15:50for five years that's true but it's you
15:54know it's very obvious that you know
15:55people who've got an iPad - even an iPad
15:58- or an iPad sorry which in hindsight
16:01like the iPad - didn't have a retina the
16:02iPad 3 was really bulky so if you
16:04actually care you probably would replace
16:06one I wouldn't replace an iPad I
16:08wouldn't replace even remember what was
16:10the one before the iPad air but like you
16:12know by the time it got to the air there
16:13was really no point in upgrading and
16:15they're still really no point in arc
16:16rating um say like why would you buy a
16:19new one and in the meantime you've got a
16:20phone right and say annual phone is
16:23doing all this cool new stuff every year
16:24or every two years and your phone you
16:25kind of are upgrading but your iPad well
16:27you've got a three year old iPad is fine
16:28you don't particularly care that the new
16:30one's lighter because you sit on the
16:31sofa holding it so it's not really a big
16:33deal you're not putting in a bag but the
16:35pro is a different animal yeah exactly
16:36so the pro is is an attempt to push out
16:39into new use cases it's an attempt to
16:41solve the reasons why it's hard to use
16:44Microsoft Office on it
16:45solve the reasons why it's hard actually
16:47to do everything you do all day on it as
16:49opposed to just some of it so like if
16:51you've got an iPad Mini it's great to
16:53surf the web it's better than a phone
16:55for surfing the web it's better for the
16:57phone for reading and thrashing and
16:58going through all your emails
17:00it's not really better than a laptop for
17:03writing 5,000 words right right now well
17:06it'll be interesting to see because I
17:07hardly ever see surface tablets out in
17:10the wild it'll be starting it'll be
17:12interesting to see if I see surf is
17:14quite a lot I don't necessarily see them
17:17being used as a laptop substitutes
17:19see them being used in this kind of
17:20middle ground of while I want to have
17:23this big screen and I want to run office
17:25I'm not watching a lot on it and so the
17:27tablet is sorted the scape keyboard is
17:29sort of there in case rather than I'm
17:32gonna write my novel on it Apple TV they
17:34came out as they are want to do and said
17:36that they have changed television have
17:39they have they done that so so to me
17:42version two of the Apple TV is not a
17:44fundamentally new product that is to say
17:47it's basically the same UI concept it's
17:50basically the same stuff except that now
17:53there's an SDK so to get HBO on to it
17:56Apple doesn't have to write the a yeah
17:58to get X or Wiles head on to it you
18:01don't have to do a B video with Apple
18:02now this an SDK there's an app store so
18:05you can have games on it you can have TV
18:07apps on it but they haven't changed a
18:09commercial model of TV so you know if
18:13you're Comcast subscriber or canal per
18:15subscriber or whatever you know your
18:16bill doesn't change the bundle doesn't
18:19none of that whole stuff that everyone
18:21was talking about Apple was trying to do
18:23deals to change none of that stuff
18:24changes at all what does change is you
18:27have what Apple would argue is better
18:29than a Google TV or Roku or Vudu or any
18:32of those boxes it's a video call
18:34remember that will monetize yeah so they
18:36would argue it's better than any of
18:38those and it's the right way of doing
18:39that but it's that it's not a new thing
18:42and so but then when you do into it
18:45there's a bunch of interesting stuff
18:46going on one of them is that you can run
18:49games on it I mean it's basically an
18:50iPhone without a screen so you can write
18:52it and it runs iOS that you can write
18:54games for it obvious you've got to make
18:55a few changes because it doesn't have a
18:56touchscreen and you can't tilt it but
19:03you can you can they showed you know
19:05with the remote which has a yes the mate
19:07has a little touch surf and a gyro and
19:10yes there's a bunch of interesting
19:12things so one is obviously it runs games
19:13it's not gonna run Xbox tight games but
19:16the bother as the question for the Wii
19:18Wars is they're much much bigger market
19:21for people who don't want a sports type
19:22games and don't want to spend a theft
19:24they want to spend $500 on whatever it
19:25is on the box and $50 on the game and
19:28have this cold hardcore experience and
19:30while the place kind of simpler you know
19:31more fun games and that was the argument
19:33for the Wii the problem that we had was
19:35it turned out that there were selling
19:36games to people he didn't like games and
19:37people bought it for the game that was
19:39bundled and then never bought any more
19:40games so we just basically it looked
19:42like this huge success and then it just
19:43disappeared I would suspect the Apple
19:46won't have that problem in quite the
19:47same way so there is a game story there
19:49is then you a twitch and then you can
19:52obviously be part of the native app
19:54then you have this thing called TV ml
19:56which is basically markup language for
19:59writing to absolutely just do TV so
20:01there's obviously you don't need much
20:03logic you know you need a catalog and
20:04you need you know show pages and things
20:07and so you can create your own custom TV
20:10at a TV channel app of some kind without
20:13having to do a bunch of Xcode stuff and
20:14when we saw some examples of that from
20:17people selling things mostly honestly
20:18yeah exactly and so there's also like
20:20there's a sill owe a pan there's a gilt
20:22groupe app and so on I don't know I had
20:24to think those were probably about four
20:25than ml ml app but it's interesting to
20:27see Apple creating this kind of markup
20:28language of course there's no web
20:29browser well so the question that I
20:31haven't that everyone has of course is
20:32that can i play Monument Valley on my
20:34television and well no because I like
20:36Monument Valley is portrait and it
20:38involves touching this doesn't have
20:40touch so so that's what they've done
20:42then there's a couple of things to put
20:43to dig into one is they have not said
20:46right this is going to be an airplay
20:48driven device so you're sitting in your
20:51living room with your iPad or your
20:52iPhone this content that's on your
20:55iPhone is can be completely different
20:57from what's on the screen so you don't
21:00have to install the art hbr app on your
21:01phone you don't install the HP app on
21:04your phone and then throw stuff up on
21:05the screen although you can't because
21:06it's got airplay but rather it so they
21:09haven't done chromecast they haven't
21:11said the TV where there's a little
21:13dongle the TV is done glass it's a
21:15remote screen for your phone you throw
21:17stuff up from your phone you can but
21:19actually if they've got a little remote
21:21can actual physical remote control with
21:23like really well designed itself but
21:24it's a little physical remote control
21:25it's a standalone device you don't have
21:27to have an iPhone at all to use this
21:29and there's a bunch of reasons for that
21:31but it's just kind of interesting of its
21:33some one is you want to run apps on it
21:35one is you want it to work if the person
21:37you started the TV show has to go and
21:38get coffee or whatever it's all sorts of
21:41practical reasons but it's just
21:42interesting conceptually that they've
21:44said no no no no there's still a box
21:45with it it's still a computer that's
21:47running that it's not just kind of an
21:48end point for your smartphone the UI I
21:50mean we've been talking about the remote
21:52but much of what they were showing was
21:53operating and navigating via Siri yes so
21:58so there's several things here here you
22:01can ask Siri so they don't want you to
22:04do any date typing right so you should
22:08show and it will search across the HBO
22:11app and the Netflix app and any other
22:13apps that you've got on your device and
22:14that will surface up the content for you
22:16so you don't have to type you don't have
22:19to fiddle around with that remote
22:20control as much Siri should work well
22:24here because it's such a kind of a
22:25narrow domain it doesn't have to deal
22:27with any question you could possibly ask
22:29it just got a mic and do voice
22:30recognition like I want to watch
22:31guardians of the galaxy it's not hard
22:33this is of course as in a lot and I said
22:36it's like Apple to its Apple TV - it
22:37doesn't change the world there's a lot
22:39of stuff in here that's seen other
22:40devices so like the Amazon TV box has
22:42voice search you know the other boxes
22:45have HBO HBO other boxes have had
22:47Netflix so there's a lot of stuff in
22:49there that isn't fundamentally new but
22:52it's much more about just wrapping it up
22:55and packaging it nicely you're giving it
22:56a nicer UI and giving it kind of that
22:59smooth experience kind of the big
23:01question of course is is like there is
23:03there a second edge where Apple gets to
23:06do the kind of communal model stuff that
23:08one would imagine they had yeah it
23:10seemed like so they showed music - and
23:12then they're yeah they show that you can
23:13watch whatever you want to watch but
23:14that did seem like there was a huge
23:16piece missing yeah so you didn't have
23:18the chief exec on cast coming onto the
23:20stage and saying I am delighted to
23:21partner with Apple to do this dramatic
23:24new way of accessing buying consuming TV
23:26they didn't have the head of HP
23:28everything else they've had a spear
23:29before they didn't like change how TV
23:31works right at all really you can buy
23:34you buy the thing the content that
23:35you're currently available in that
23:37you're currently entitled to watch you
23:39can still watch so like I'm a Comcast
23:41subscriber I spacing I had a TV I would
23:43buy an Apple TV I would open the Comcast
23:45app on my iPad I would choose to show I
23:47would press airplay and it will go up
23:49onto this this nothing has changed from
23:51yesterday we had heard how you know
23:53app it was available first and solely on
23:56on Apple TV but we haven't heard a lot
23:59more on terms of those partnerships are
24:01we going to or is it just taking time
24:05well so the the issue here is that the
24:09current structure of the TV industry
24:11works really well for the TV industry
24:13and nobody has a big incentive to change
24:17it now this clearly there's a very us
24:21about how expensive TV is and how rigid
24:24the bundles are and how many people
24:25would like to break those bundles apart
24:27but also how it's not really in the
24:29interest of many people in the TV
24:30industry to break those bundles apart
24:31and I think that's kind of the wall that
24:33Apple is one in two is a bunch of people
24:34said well but if we did that then we
24:36have less money and like that why would
24:38we do it they've not been able to kind
24:40of come up with with it with a way of
24:42transforming that so you know one could
24:44imagine you know that said there's a lot
24:46of stuff in there so you have Netflix
24:48you have Hulu you have HBO what you
24:51don't have you know you kind of you know
24:53take it one step forward what you would
24:55like to have is to have the Comcast app
24:57on that that has every single show in
25:00Comcast's catch-up system for the last
25:02seven days so you could say I want to
25:05watch I don't know wheel of fortune from
25:09us three days ago and it would have that
25:11you know that's not in Netflix and maybe
25:14isn't in who you know some of this stuff
25:15is in Hulu but not all of it and it's
25:17like it's not it's not everything what
25:19you would want is to have the Comcast
25:20the whole lot everything you're paying
25:22for is all there and you can ask Siri
25:24for it and Apple has kind of built the
25:26architecture that would let you do that
25:28they built the architects you know what
25:29they would let Comcast you that if
25:30Comcast chooses to do that but they
25:33didn't have it on the stage was there
25:35anything that was missing that we had
25:36expected that was given short shrift
25:40well there was there was a clearly a
25:43timing issue it was over two hours so a
25:46lot of staff Moloch that must have got
25:48cut so they didn't like do a recap of
25:50the new version of OS X which is
25:52launching next week they did a very very
25:55brief recap of the watch so they showed
25:57us the new bands they showed us a
25:58third-party app they didn't give like
26:00the whole full demo again which in past
26:02years you might have expected them to do
26:04part of that is I mean this is you know
26:06kind of deep into the weeds but
26:07previously apples done two events so
26:09they did an iPhone event and an iPad
26:10event and now it was one so they've got
26:13they had less time so had effectively we
26:15had two hours instead of three hours or
26:16four hours or something and you know
26:19they say you didn't have a lot of the
26:21sort of you know developer demos and you
26:25know stats about how stuff is going and
26:27you know the video of the store being
26:29opened and you know I'd heard someone
26:31told me a rumor that Angela Owens was
26:33going to be presenting about you know
26:34Wheaton you reach an idea
26:35in retail or something which sounds
26:37weird but clearly there was any time for
26:39any of that so there was a lot of
26:40clearly there was a big edit we
26:42unfortunately are out of time so
26:44Benedict thank you as always
![How To Succeed As A NEW & YOUNG Realtor [Deals Every Month + Luxury Listings]](/_next/image?url=https%3A%2F%2Fi.ytimg.com%2Fvi%2FrtrRghgTayc%2Fhqdefault.jpg&w=3840&q=75)
