00:00everyone welcome to the a 6nc podcast
00:02today we're sharing some quick reactions
00:04to Google i/o Google's annual developer
00:06conference where the company just
00:07announced a number of new platform
00:09products for VR - messaging to the smart
00:11home a 16c deal investing partner Kyle
00:14Russell discusses the news with a 16 ZZZ
00:17Connie Chan and board partner Steven
00:20Sinofsky / - Kyle so Steven yesterday
00:23Google announced quite a few different
00:25products and services several cynical
00:28commenters on Twitter came out with the
00:30idea that you know hey we've seen a lot
00:32of these things before o computer you
00:34control with your voice in the home
00:35bought that you interact with to you
00:38know interact with different services
00:39we've seen this before what why is
00:41Google showing all of this off now this
00:43none of this feels new but you push back
00:45against that why do you feel so strongly
00:47that you know this was actually a really
00:48exciting event for Google well because
00:50it was a really exciting event for
00:52Google there was no no doubt about that
00:54I mean they showed an unbelievable
00:56amount of stuff and it was coherent and
00:58clear and innovative all at once and I
01:01think what people get confused by is
01:04that like how does innovation really
01:06happen and there's this view that like
01:09innovation is the same as invention and
01:11that like you one day you don't have
01:13something and the next day you do and
01:15that was innovation but that's also an
01:17invention like there's a day without
01:18velcro and then there's velcro but not
01:21everything is velcro and in fact most
01:23things are very incremental steps and in
01:26fact most new things are like 90% old
01:29stuff like with a slightly different
01:31perspective that comes from how you
01:33think about it the collection of things
01:36your own expertise your own experiences
01:38and so when you look at something like
01:39the the work that they showed in
01:40messaging yeah like it's a messaging app
01:43and there's a lot of messaging apps
01:44actually Google already has several of
01:45their own messaging apps but they're
01:47they because of the way they think of
01:50innovation is tied to research they they
01:52see building on each idea and and almost
01:55starting over each time and that doesnt
01:57sit well often with people who are like
01:58I just want the new thing and the big
02:00thing or I want it to be completely
02:02different and so anything you look at
02:04word processes or photos or social
02:06networks or browsers little small fans
02:08or smartphones have all been like wow
02:10the new one looks a lot like the old one
02:13and and even when when the iPhone came
02:15out like while there were phones that
02:17browse the web and there were phones
02:18that had touch and there were phones
02:20that that did all the things that the
02:23iPhone did including making calls and
02:24sending text messages but it didn't
02:26people didn't did for some reason that
02:29counted as a whole new thing and
02:30everybody wants everything to appear
02:32like it's this iPhone thing in
02:34retrospect and so I with that and I just
02:36saw I just saw like innovation happening
02:38broadly and what was really going on for
02:40me was just this underlying theme that
02:43they it's not it wasn't hidden or subtle
02:45it was they've decided that the next
02:47generation of platform is artificial
02:49intelligence it's a huge differentiator
02:51it's a huge thing where they've taken a
02:54different approach and and it's a huge
02:56thing now they may or may not be right
02:59but it's super clear right and they're
03:02also pulling on their main strengths of
03:03having access to a ton of data having
03:05the best computer vision technology out
03:08there so it totally utilizes what Google
03:11is good at yeah I mean I think the you
03:13know when kind of sat and looked through
03:15all the stuff that they've built there's
03:16this huge story around what was Google
03:19now and is now Google assistant and
03:21that's around everything that Google
03:24might know and might be able to suggest
03:25I mean I was thinking about this sort of
03:27historically that there was there was
03:29websites before Google which was just
03:30text indexing and it didn't work very
03:32and then there's PageRank and suddenly
03:34web search works and then they start
03:37thinking about kind of knowledge graph
03:38and you search for charge mahal and it
03:40knows that there's a mausoleum in India
03:41and it knows that there's a curry
03:42restaurant around the corner and then it
03:45gets to the point like okay you're doing
03:46this search at 8 o'clock at night in
03:49East London now why have you searched
03:50for Taj Mahal you're probably looking
03:52for the curry restaurant and then now
03:54we're starting to see like in the thing
03:56in the Met the demo of the messaging app
03:58and in all the different aspects of this
04:00it's like now we're getting to the point
04:01that like we know you're going out to
04:03dinner with your friends tomorrow night
04:06what should we suggest and so there
04:08having gone kind of progressed and kind
04:10of iterated on what the search box
04:12wasn't might might appear from that now
04:14they're kind of going before the search
04:15box and thinking here what are you
04:17actually gonna need what are we going to
04:18ask for what questions might you have
04:21and so that's really the sort of the the
04:23kind of expression of AI it's getting to
04:25the point that the computer could
04:27no like every in one way I think one way
04:30to think about AI is like the computer
04:32should know this what should the
04:33computer know and this is now going to
04:35the point well the computer should know
04:36I'm going out to dinner tomorrow night
04:38yeah I think the messaging app just
04:40embodied the concept of eliminating
04:42friction and I really loved how they
04:45really leaned into that concept and if
04:47you think about all the other Google
04:48services like Google Calendar or Gmail
04:50you can just start getting super
04:52creative and brainstorming what this
04:54kind of end up looking like in a year
04:55and I think - for me like one of the
04:58things that's super interesting is just
04:59how how you you know if you put your
05:02cynical head on you come up with some
05:04master plan where they're trying to
05:06absorb all the world's knowledge and get
05:08in your way and invade your privacy into
05:10all these things but if you take that
05:11hat off you just go wow there's a bunch
05:14of problems that they're trying to solve
05:15and they're trying to make substantial
05:17leaps in the way that you know life is
05:20automated and and that's really really
05:23interesting because we we spent the 20th
05:25century automating manufacturing of
05:27things and making of things but we
05:29didn't do much to automate living like
05:31you know the GE Carousel of Progress
05:32talked about like washing your dishes
05:34okay so that was a machine that saved
05:36labor but all the things that we do all
05:38day now there's so much of it that
05:40should be a lot easier and it should be
05:42more anticipatory and it turns out you
05:44know we do a lot of patterns in life and
05:47the self-driving car is a recognition of
05:49like most driving is very pattern based
05:51so why should it also be pattern based
05:52yet high-risk or pattern based and slow
05:55or a pattern pattern based and and you
05:58just have to think about it constantly I
05:59think that when it does launch there
06:01will be youth cases where it goes wrong
06:02like you can just imagine the photos
06:04that they interpret incorrectly
06:06occasionally or the suggested phrase
06:08that just you can just imagine a whole
06:11tumblr being created around this well
06:12it's just they're all gonna be stupid
06:14computer tricks yeah like and people
06:16like I read a whole article about don't
06:17forget that there are all these problems
06:19with AI and like it was like it all
06:21boiled down to a phrase that AI can be
06:23wrong and I'm like thinking myself right
06:25and everything the can of a Gutenberg
06:27press wasn't accurate well yeah the the
06:30fact that there's a tool doesn't mean
06:32that all problems go away I mean I
06:33remember using when Google Maps launched
06:35and there was a sort of a period of a
06:36couple of years where Google Maps didn't
06:38work at all in the UK unless you put the
06:39postcode in it was just totally unable
06:41to work out what the address was and
06:42there was like a kind of there was
06:44probably maybe a tumblr or something
06:45other schools called WTF Google Maps if
06:47like crazy results how could it possibly
06:49have thought what the answer was and you
06:50know what here we are ten years later it
06:52works well and and like I you know I
06:55certainly lived through like all the
06:56autocorrect and spelling dictionary and
06:58grammar checking kind of things that
07:00were stupid computer tricks and that was
07:02our phrase that was like literally we
07:03had a kind of bug that you could open up
07:06with the descriptors stupid computer
07:07trick which was like the algorithm went
07:09nuts for those in our audience who
07:11didn't watch the live stream of i/o
07:13yesterday or follow on long on Twitter I
07:15want to quickly lay out the different
07:17products and services that were
07:18announced so there was a low which was a
07:20brand new separate from hangouts
07:22messaging application specifically for
07:24mobile iOS and Android there was on top
07:28of that Google assistant basically the
07:30modern revision of Google now their
07:32service that's been built into Android
07:34built into the Google app for on iOS and
07:37there was also things like instant
07:39applications where in the same way that
07:41you load a web app today by just going
07:43to URL and it shows up it's just you
07:45know a website that you go to you can do
07:47the same thing with native applications
07:48loading them in chunks so looking at
07:51cross that you know Benedict something
07:52that you talk about a lot is this you
07:54know tech Tourette's these buzzwords
07:55that every couple of years come up and
07:57they're the focus of what all the big
07:58incumbents are talking about you know
08:00today it's AI bots know both his last
08:03month's date there was some you know
08:05there were aspects of those buzzwords in
08:07what Google talked about yesterday yeah
08:10I mean I think I mean it was to kind of
08:12Stephens point I think one one should
08:13think look at that any of these two big
08:15tech companies in terms of what is a
08:16tactic and what is a strategy and so you
08:19look at the Google messaging app a low
08:21ok hangouts was a bit of a mess and it
08:24was a bit fragmented and didn't do
08:25anything that kind of modern messaging
08:27apps to you okay so let's just kind of
08:28reset that and we'll make a new app and
08:30we'll call a low fine done that's like
08:32having a better notifications panel it's
08:33just housekeeping inside the operating
08:35system inside the product group but with
08:36a kind of the fundamental strategy
08:38through Google is what you call Google
08:39assistant which is basically an
08:41expression of AI an expression of Google
08:43turning the search model upside up up on
08:45its head or looking at it from another
08:46angle how do we get to the point that we
08:48can actually answer questions as opposed
08:50to giving your list of 10 blue links how
08:51do we get to the point that we can even
08:53predict those questions as opposed to
08:54and links and they give you a demo
08:57inside a lo that says you can do that
08:59inside a lo see you can message somebody
09:00and say you know what West once we go -
09:02and then you can ask Google assist well
09:03what are the restaurants near there but
09:05that will also work in messenger and
09:07that will work on the web and it will
09:08work in anything that you're doing on on
09:10your Android device and anything you do
09:11on the web and to some extent that'll
09:13probably be part of the Google keyboard
09:15but that's kind of the point is what
09:17Google does is understand knowledge and
09:19understand data and find ways of
09:21manipulating that and that's cars and
09:22that's computer vision and it's probably
09:25drones and it is Google assist in its
09:27search and it's everything that flows
09:28out of that and I feel like like Google
09:30assist is almost like just like PageRank
09:33doesn't really exist anymore PageRank is
09:34200,000 our different algorithms like
09:36Google assist is like the umbrella for
09:38everything new that Google is thinking
09:40about how they understand what you're
09:41doing and that to me is like the
09:43fundamental thing and then they were
09:44like two other interesting things one is
09:48the VR project and then the other is the
09:51the Google Instant apps on just your
09:54thesis there just for a second because I
09:56could put it in in terms that people
09:58make immediate splits over which is it's
09:59a platform in an app and so strategy or
10:02tactic and and the thing where people
10:04get confused is like that there what we
10:07saw yesterday was the Google platform
10:09like IO is for developers it's the whole
10:11and so they're gonna show some apps
10:12along the way and it's interesting yeah
10:15you know yeah there's a new messaging
10:16app below and like and a new video app
10:19and even within Google those are just
10:21the apps and it's the platform they're a
10:24platform company intrinsically and it
10:26that's also worth contrasting it with
10:27you know a device centric view or
10:30contrasting it with an enterprise
10:31centric view or a social graph centric
10:33view and but the core is it's just a
10:36platform and platforms have lots of apps
10:38and to view the whole importance of the
10:40day through just what the app does miss
10:43can miss the whole you know the iceberg
10:45of like that's a platform underneath it
10:47yeah exactly everything Google does
10:49plugs onto the kind of cool competent to
10:51see you know whether it's Gmail or
10:53advertising or web search or
10:54self-loathing cars they will plug onto
10:56that core platform of understanding data
10:58right so when it comes to the app
11:00messaging application a low one do you
11:03think it's going to be you know
11:04successful given their kind of I almost
11:08well it doesn't matter if really what
11:11they're making which is like if you were
11:17on the hangouts team and you look to
11:18hangouts okay that's kind of a mess
11:20we've got this different stuff and it's
11:21not great kill will reset our messaging
11:23strategy and this is the thing we'll do
11:24but that's kind of like you know Steven
11:2715 years ago saying you know what the
11:28charts module in Excel we kind of we
11:30need we need to rebuild that it's like
11:32well that was on the roadmap maybe it's
11:33this year maybe it's next year but
11:34that's not the strategy the strategy is
11:36office an office in Windows and the same
11:38for for Google I okay the messaging
11:41thing was kind of a mess we sorted the
11:42messaging thing out but the point is the
11:44data platform I also think in the
11:45Western world messaging is still
11:47fragmented even though there are leaders
11:49that have hundreds of millions of users
11:50it's not like Asia where there's really
11:52two players that dominate right Smith
11:55States there's still a chance for a new
11:56messaging app to get significant uptake
11:58not only a chance it's I would just go
12:01out on a limb and say it's absolutely
12:02certain that there's going to be a
12:04defragmentation of like just the app
12:07called messaging and and that's again
12:09back to the whole innovation thing I
12:10mean we're in this very highly
12:11fragmented state which in the tech world
12:14doesn't last very long
12:15now maybe unlike previous generations
12:17it's not going to get to one because the
12:19mobile world is just too ginormous that
12:22it won't have one even if it's global
12:24there'll be one in China and one in the
12:27US and one in Europe or some of this is
12:28basically we're talking about the laws
12:29of thermodynamics yeah but but like when
12:33people like that was that was sort of
12:34one of the little Twitter battles
12:35yesterday for me was like this notion
12:37that we're done with messaging and I
12:39look and I kind of wanted it there were
12:40more characters I would have said like
12:41so like iMessage is all that humankind
12:44can accomplish in the world of
12:46communicating with other humans and were
12:48completely done which like was literally
12:51by my pitch for why we needed a Windows
12:53word processor in the late 80s was
12:55because people thought DOS word
12:57processors were done which was weird
12:59because they were six years old and six
13:01years ago we were using like special
13:02weird word processing hardware and so
13:04this is super super early in this
13:06messaging and if you look at the ones we
13:08all use every day like they're all
13:10wildly deficient relative to each other
13:13yeah and and that's like so that's a
13:16state that's completely unstable and you
13:18could view that as Wow iMessage isn't on
13:20Android where you could mute it and
13:22really doesn't do emoji well enough or
13:24you could view it as none of the ones in
13:26the US do all of the features that they
13:28have in Asia and if you think about
13:29adding in or incorporating Google Drive
13:31Maps email calendar buying stuff yeah
13:35looking across these products that we've
13:37talked about so far you know Google home
13:40where it's going to be this Amazon echo
13:41competitor the messaging application
13:43with Google kind of discussions baked in
13:45where you can talk back and forth with
13:46this Google bot the connection to the
13:49underlying data platform is pretty clear
13:50but there you know there's another set
13:52of announcements that set felt a little
13:54bit removed from that core competency
13:55that core focus the core strategy as I
13:58mentioned before the instant apps but
13:59also the big VR news that they're making
14:02this reference design for a headset that
14:04all of the big Android OEMs will be able
14:06to build the top of make their own
14:08headsets essentially competing with the
14:09gear VR this idea that so class full
14:11Samson button synapse is a really big
14:13deal yeah that's huge you know not to
14:19say that that wasn't a big deal I was
14:20just saying that wasn't clearly
14:21connected to this underlying search and
14:23it knows more about you you know VR and
14:27instant apps are not part of that there
14:29are other things oh great right so
14:30instant apps it's like I mean you know
14:32this is you know you can make all sorts
14:33of jokes about this like basically this
14:35is the reincarnation of Java it's like I
14:37go to a web page and then native code
14:39downloads and starts running many day is
14:41actually as as oracle is currently suing
14:43Google over exactly this question of
14:45whether Android is basically basing each
14:47other and say yeah I mean just to
14:49explain what happens I'm still alas two
14:51or three years what we've had is that if
14:53you tap on a link on iOS or Android and
14:55that's a link to a service it also has
14:57an app then if you don't have the app
14:58installed then it'll go to the web page
14:59if you do have the app installed it will
15:01go to exactly the same piece of content
15:03inside the app and that's just sort of
15:04been baked in in the lawful over the
15:06last two or three years and on iOS or
15:08now what Google have now said is and
15:10really interestingly it goes all not
15:12just in the next version of Android but
15:13in on every version of Android back to I
15:15think kick out which is like the vast
15:16majority of Android devices you tap on
15:18this deep link if you don't have the app
15:20it will automatically pull down the app
15:22from play and start running it kind of
15:24chunk by chunk so in principle you tap
15:27on the link to a story in The New York
15:30Times The New York Times app appears on
15:32your screen and is running on your
15:34computer even though you haven't
15:35on to the Play Store and downloaded it
15:37and they're doing that by kind of
15:39breaking the app up into parts and part
15:41of pulling them down one by one in the
15:43background while you're using it and
15:44that changes what an app is pretty
15:47obviously and it changes one of the sort
15:50of fundamental problems on the
15:51smartphone which was this sort of binary
15:53question of is the app installed or not
15:54and how do you get people to install
15:55your app and now they're on the webpage
15:57or the app and you send them out and you
15:59have to pay Facebook loads of money to
16:00get people to install your app and so
16:01you know and it's a huge kind of
16:03technical achievement or instead of
16:04technical change and it really
16:07challenges the question of this binary
16:09split between apps and the web and if
16:10you think that they owned the Google
16:12Play Store - the natural linkage for
16:14people to upgrade to the full app it
16:16makes a lot of sense for Google it's not
16:19even that you're upgrading it it is a
16:20full app and there's a kind of what I'm
16:22not quite clear about is kind of what
16:23happens when you leave it does it still
16:24remain on your home screen or do you
16:26have to go well there's a lot there are
16:28a lot of interesting details about how
16:30just you know how do you really have to
16:31build your app so that it works well and
16:33what are your data charger there's a lot
16:35of stuff you could go all conspiracy
16:36theory on that it's not gonna work or
16:38that it's but fundamentally what they're
16:41there you know again back to they're
16:43solving problems because they always
16:44start with the hard technical problem
16:46and and work backwards from that and
16:48fundamentally they're still trying to
16:49solve the problem of you know the local
16:52device has a certain set of runtime
16:54capabilities and code has to exist and
16:56come from other places the the web and
16:59the browser solves a problem in a
17:00certain way by putting the browser
17:02runtime on every device you could
17:04imagine and then the code that you could
17:06download was JavaScript and an HTML but
17:09it turns out to not be rich enough for a
17:11whole bunch of interaction styles and a
17:12whole bunch of things so this isn't but
17:14it was a better trade-off at the time
17:16now we have more bandwidth we have
17:18incredible compute power on the devices
17:20so like what's another run up the hill
17:22to solve a problem of getting chunks of
17:24code on device and so this seems you
17:26know particularly interesting ly
17:28innovative the fact that there is
17:29appstores the fact that that they own
17:31the runtime and the java environment and
17:33the eclipse tools that they said ninety
17:35percent of the people are using for the
17:37top hundred twenty-five
17:38like they could actually solve this
17:40which was which would be a huge change
17:42in computing yeah and what excites me
17:44about instant apps is it really does
17:46eliminate friction for the end consumer
17:49it also reflects to me that Google
17:51understands something that we chat has
17:52known for years and it's critical to the
17:55success of official accounts on WeChat
17:57which is if you can eliminate the need
17:59to sign-in and the limit the need to
18:02input your payment credentials that is
18:04huge for increasing the velocity and the
18:06conversion of transactions and so the
18:09Google demonstrated one example where
18:11you could pay for parking within just a
18:14couple of clicks wave Android pay with
18:15Android pay without the app but just so
18:18we have set but yeah we but just staring
18:20at the parking meter so this is I mean
18:22there's a fascinating comparison on the
18:23one hand with Facebook's attempt to do
18:25BOTS and on the other hand with the
18:27rumor that Apple will do Apple pay on
18:28the web on the mobile web I don't
18:31believe that that's a rumor anymore yeah
18:33so so you have this kind of pressure for
18:34so Facebook launch is BOTS and part of
18:37the argument for BOTS is well it's pain
18:39in that you don't want to have to get
18:40people to install your app so maybe you
18:42could just interact with them inside the
18:43messaging app WeChat ad solves that
18:45problem by actually giving you web views
18:46which gives you like a nice rich
18:48interaction model Facebook tries to do
18:49it with AI and where the chat model
18:52which may work for some use cases and
18:53doesn't work for some other use cases
18:54Google comes along and says screw that
18:56will just give you the damn app mind all
18:59of these workarounds I mean it reminds
19:01me I was on a young I remember like in I
19:04think 2002 or 3 talking to the CTO of
19:06Motorola and he was talking about how
19:09hard it was to put a hard disk into a
19:10mobile phone to compete with the iPod
19:12because you know you drop it and it
19:14breaks and people wouldn't accept that
19:15in a mobile phone and in the same time
19:17Apple of course and they're not fitting
19:18and they're not worth thinking about
19:19partly so putting flash to make the iPod
19:21Nano and there's like you know never
19:23don't solve that problem you know jump
19:25over it and solve it in a completely
19:26different way and I think that's what
19:28Google has done yes they have you know
19:30in respect their holy eye platform which
19:32is partly around BOTS if you want to
19:33call it that but actually they just said
19:35oh no you know that's not who you saw
19:38the problem if the problem is how do you
19:39get the app onto the phone let's fill
19:40that problem there's not solve it by
19:42making some other thing well and also
19:44let's take advantage of a whole bunch of
19:46learning and a whole bunch of changed
19:48aspects of the technology landscape that
19:50make a different approach you know like
19:53it's not virtualization you know it's
19:55not like rebuild a new app runtime it's
19:58not different set of abstractions
19:59they're they're trying to figure out a
20:03people were speculating that you'd solve
20:04this was like a kind of a Citrix
20:05approach where you know you have the at
20:07running remote in a VM and you kind of
20:08screencast you saying hey screw that
20:09we'll put a lap on the phone yeah there
20:11are some cases that where a webview can
20:13be beneficial versus of parts of an app
20:16like the giving developers the ability
20:18to do these one-off marketing campaigns
20:20or to react much faster and just change
20:22something same day yeah I think that's
20:24right I mean it comes back to Stephens
20:26point that you know we had 20 years of
20:27the web browser mouse keyboard and that
20:28was like the mana list for how the
20:29internet worked and now we've broken
20:32that apart and we've got all these
20:34different shards all kind of floating
20:35around and landing in different places
20:36and being juggled and changed and moved
20:38around and Apple and Google every summer
20:41kind of throw all the pieces up in the
20:42air again and say ok now it's going to
20:44look different again and again and again
20:45and we haven't got any kind of sense of
20:47resolution or stability here because we
20:49keep having this kind of intuitive
20:50innovating innovation to round out this
20:52discussion I when I jump to my favorite
20:53topic virtual reality and Google while
20:56you know it didn't come to market with a
20:58high-end headset that you connect to a
20:59computer it was the first of the major
21:02tech incumbents to release something
21:04that's actually used by millions of
21:06cardboard actual headsets made out of
21:08cardboard that you slot your phone into
21:10for a very basic virtual reality
21:11experience well while I was amazing that
21:14they got in the hands of so many people
21:16it wasn't exactly an extremely
21:18compelling experience especially if you
21:19have tried some of these higher-end
21:21headsets but now they're kind of pushing
21:23in that direction you know with a
21:25daydream reference design that they're
21:26gonna give access to to all the
21:28different Android OEM so they can make
21:29their own headsets basically at this
21:31gear VR tier as well as optimizing the
21:34Android operating system for virtual
21:37reality use it seems like they're making
21:39you know a much more serious effort than
21:40cardboard seem to be well I think the
21:43basic story here is smartphones EVR and
21:45like right now VR is kind of a branch of
21:48the PC in much the same way that you
21:50could argue the games console was sort
21:52of a branch of the PC certainly the Xbox
21:55was but it was kind of a branch off to
21:56one side of the PC and now if you need
21:59$3,000 worth of kit it's kind of a
22:01branch off the PC but clearly the
22:03mass-market use case is it's not a Ted
22:05it's not a PC with an umbilical cord and
22:07$3,000 it's you know it's a couple of
22:10hundred dollars and it's probably that
22:11probably means your smartphone and it
22:12probably doesn't mean a cable and so
22:15it's pretty clear that the future of VR
22:17is something to do with your smartphone
22:19and that probably means Android and iOS
22:22and it probably doesn't mean custom
22:24hardware from particular people that
22:26probably means something more or less
22:27standardized in the way that the
22:28smartphone got more or less standardized
22:30in the PC got more or less standardized
22:32with differentiation within there and so
22:34you know clearly Google that's the kind
22:36of the owner of the Android platform is
22:37the people to drive that I sort of said
22:40earlier like poor Samson like you're
22:41kind of looking at the instant apps and
22:43you think poor Facebook you know look at
22:44the look at daydreamin you think poor
22:46Samson because you know there's like
22:48this is the logical place for this to be
22:49as a platform owner and so that's what
22:52we've done and so there will be VR api's
22:54on Android and there will probably be VR
22:56kit on the iPhone so Connie as our
22:59expert on China you know here we talk a
23:01lot about what these big Silicon Valley
23:02based tech companies are working on when
23:04it comes to VR how do you think the
23:06Google daydream news affects how you
23:08know VR is gonna roll out in China given
23:10that's gonna be baked into the Android
23:11operating system which everyone
23:12everyone's building on top of it's
23:14exciting I think that means in some
23:16cases poor Samsung because you'll have a
23:18lot more competition yeah I think also
23:21this is one again it's just the the
23:22stark contrast and how they're
23:24approaching it they're gonna build what
23:26they view is the really hard part of the
23:28problem and sort of allow the board set
23:32of partners to work on the part that
23:33they believe is easy in this case it'll
23:36be well this they're all gonna be smart
23:37phones that are gonna differ by a little
23:39bit so we'll build the hard part and let
23:41them and then for the VR enthusiasts
23:43it's gonna be very interesting because
23:44there's fast forward this twelve
23:46eighteen months and you could see the
23:49reviews and the columns and it's gonna
23:51be the Samsung VR kit there's a Xiaomi
23:53VR kit and just like 12 different ones
23:56that are like the same but different and
23:58people are gonna evaluate those and then
24:00there'll be the oculus one and then
24:01there'll be the hololens one and they'll
24:03be the Apple one and it'll be the
24:05whatever the Apple one is and that we
24:07don't know if there is one or not that
24:08you know but but but that is itself is
24:11going to show this the stark contrast
24:13between these approaches and it really
24:16is this analogy of like they're gonna
24:17bet on an ecosystem of partners that are
24:20gonna attempt to deliver an experience
24:22versus this all up and that's this
24:24pendulum that the whole tech industry
24:26has swung back and forth between
24:28vertical and horizontal
24:29for generally you'll have Apple and
24:30Facebook trying to do the full stack and
24:32you'll have Google saying well we're
24:33going to provide the hard bit and
24:35everything else will be a commodity
24:36around it I do you think that will end
24:37up though at least in the short term
24:39having a big range of quality for the
24:41end-user experience and it reminds me of
24:43you know years ago when a developer had
24:45to support all kinds of phones mm-hmm
24:48yeah I mean I was looking at the
24:49Facebook the Google event of like
24:50there'll be the phones that are
24:51certified for do it for daydream and
24:54it's like you know back in the day when
24:56like games came with a sticker on the
24:58side that they were certified for Nvidia
25:01well I actually always like you know it
25:03was like 3d effects it was like you know
25:04or Sound Blaster like this game supports
25:07Sound Blaster you know which VR headset
25:09do you have well you know today we say
25:11full-stack because we that's like a good
25:12metaphor for how the stuff is written
25:14but but like this is just the history of
25:17our industry and and it's particularly
25:19bold given how early it is in in AI and
25:22machine learning and and in the VR space
25:25that they're willing to say we think
25:27this is the commodity part and this
25:29isn't and then I think that is super I
25:31think that's super interesting and it's
25:33gonna definitely at say Connie's point
25:34man these are gonna be so widely
25:36different in quality plus people are
25:38gonna take the ones that don't have the
25:39sticker and still try to make it work
25:41and so there's gonna be a whole
25:42enthusiast world of like you know
25:44overclocking and root kidding and
25:46forcing whatever random hands that you
25:48have to to do that it's gonna be messy
25:51and innovative at the same time which is
25:53pretty much how innovation happens yeah
25:55it's gonna be a bit like phones in the
25:56early 2000s actually well there'll be
25:57all sorts of shapes and sizes and colors
25:59and things and then there'll be the
26:00resolution point and then it explodes
26:02and then there's a resolution point
26:03again Stephen as you said as we were
26:04starting off really excited about
26:06everything I was announced yesterday
26:07with that said thank you all for making
26:09time to chat with me about everything
26:11that Google talked about and yeah that's
26:14it for this podcast thank thank you
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