Apple Car Officially Cancelled...

Tailosive Tech Streamed: February 27th, 2024

Episode Transcript

(00:03):
We're back. Welcome, ladies andgentlemen to Taylors of Tech Live on YouTube.
It's been a while. I wishwe could gather on more positive news,
but unfortunately this report, while itis not a newsroom post from Apple,
because Apple never publicly acknowledged the AppleCar, although it was an open

(00:24):
secret, it was not, inmy opinion, too far a stretch to
know that Apple had a car projectin the works as a moonshot project for
quite some time, because they werehiring automotive employees, they were poaching employees
from other automotive brands. There werepeople, I'll just say, without mentioning

(00:44):
names, there were people we knewthat worked on the Apple car project that
would later go on and publicly talkabout or maybe not so publicly talk about
the Apple car project. We knewthere was some kind of moonshot project going
on with it. But these typesof cancelations and reports are fairly hard to

(01:04):
make up, and it's coming fromBloomberg and Mark German's. Bloomberg in particular
has been very reputable over the pastcouple of years with predicting things like the
Apple Vision pro and Vision os,and that kind of thing was pretty accurately
reported on, so I believe itpersonally. I mean, if you're looking
at straws or grasping it whatever tomake sure that, oh, we don't

(01:29):
know, maybe this is all justmade up. Okay, you can believe
that, But personally, I thinkthis makes just a lot of sense if
they're reporting on it and getting thisspecific. I don't personally think it's made
up. But I'll read you essentiallywhat the WHOA sorry cotten newdy camera loves
to freeze up today, I'll readyou essentially what the report said. So

(01:53):
Bloomberg reports that Apple has officially canceledits effort to build an electric car.
The move was announced internal by AppleCEO COO Jeff Williams and Kevin Lynch,
who had been leading the Apple carproject since twenty twenty one, Apple's most
senior executive, finalized the decision.In recent weeks, the project has made

(02:14):
has reached a make or break pointinside Apple, with Tim Cook also facing
pressure from shareholders to make a decision. There are over two thousand people working
on the Apple car. That's insane. There's a lot of startup companies.
In fact, one of my favoritestartup companies aptera that have you know,
less than one hundred employees. Sothe fact that Apple was spending billions and

(02:35):
billions of dollars on Project Titan,which has been reported on for basically a
decade now, it's crazy to thinkthat there's been that many people actively working
on this, and it's yeah,arguably kind of sad to think there was
a lot of work in development thatwent into it that we're never going to
see. As part of the decisionto shut of the project, some employees

(02:55):
will move to Apple's AI team ledby John Gianadria. I probably butchered that,
but that offer won't be extended toeveryone working on the Apple Car project.
Some employees might be able to applyfor jobs on other Apple teams,
but there will be layoffs, Bloombergsays. So that's to me why I

(03:15):
think this report is so believable.It's very hard to make up stuff if
they're straight up laying off employees thatwere meant to work on this project specifically,
very hard to fake that, becauseyou know, layoffs are pretty publicly
acknowledged. There's going to be employeesthat are no longer working at Apple that
are like, Okay, I left, I worked on a project for a

(03:36):
long time. I would be prettydisappointed. I mean, I know the
employees probably got paid. Knowing Apple, they probably get fairly decent severance packages,
no TV plus unintended. I'm surethey got reimbursed for their time and
everything. But still, you gotto imagine some of these employees that could
have been working on the Apple carfor years and years, potentially a decade.

(03:58):
To put all of that time andenergy into it must be kind of
heart wrenching to see it canceled andknow that all the work you put into
it may never see the light ofday. But it kind of comes with
the industry. You kind of haveto expect it. When you work on
a big, private, very restrictedcompany as much as Apple is, and
you know a company that fights,leeks and tries to keep things all internal,

(04:20):
there's always a chance that you're goingto be working on big projects on
a company like that that ends upnot going through with it. It happens,
but still I would be sad ifI worked on an Apple car for
several years and then found out thatit's never actually going to be released.
Yeah, continuity camera acting up today. Some days it does, some days

(04:42):
it doesn't. Sorry, I don'tknow what else to try. Thank you
Chris Norton for the super chat,He says, hope it's going well for
you. Yeah, you're You're stillfar too generous, Chris, You've got
to easy ease up on the superchats. Hello Nation, Harris, Hello haseiel
if Tesla ads enhanced CarPlay that wouldbasically the Apple car. Yeah, ain't
that ain't gonna happen. As muchas I wanted to, Jeff with a

(05:05):
Jesus, couldn't find a way toget magsa fun Yeah, that's the problem.
They wanted to put a big magSafe charging wo there goes a big
mag Safe charging puck on the bottomof the Apple car. And because they
just couldn't get that to work,might as well just cancel the whole project,
right, But I will on theopposite end of the spectrum while I

(05:29):
am mourning in that. Okay,Apple one of my favorite companies of all
time, a company that's basically givenme a career. Let's be honest,
I wouldn't have a job if itweren't for Apple, even though they don't
hire me. It's most of whatwe talk about on this channel. I
follow them very closely. Even thingsthat I'm not that interested in, if
Apple gets into them, I becomemore interested in them. So it's electric

(05:53):
cars are something I am very excitedand passionate about. So it's kind of
sad having this realization that one ofmy favorite brands that has been a very
relevant and impactful brand in my life. In my family. You know,
my dad was the original Apple sheep. My dad was the one who kind

(06:14):
of got me into Apple products,and I've always admired their designs and ideologies.
More importantly, I mean, there'sdesigns Apples made I don't like.
But overall, Apple is a fairlyyou know, old company compared to a
lot of companies we talk about thesedays. They've existed for over forty years
now, and it's hard to finda hardware and software company that's remained so

(06:36):
relevant for so long. And Ithink they've done that by bringing complicated technology
to the masses, by making itmore approachable, by making it more logical
and practical, and it just worksright. They've kind of pioneered how do
we bring this advance, complicated technologyto the masses, And I personally would

(06:57):
have really liked them to go intothe electric vehicle space. I think my
love of Tesla and Aptera kind ofstems from ideologies that were built in from
Apple. There's a lot of thingswhere you know, do we really need
that one part, Do we reallyneed this to be a physical control or
can we do it all on adisplay. That kind of questioning of virtual

(07:18):
content versus physical, you know,controls all kind of stemmed back with Apple
and like, we don't need acordy keyboard. We're gonna have a multi
touch display, and we're going topower everything through these touch screens or through
this keyboard and mouse interface. AndApple kind of pioneered that whole approachability to
new technology that I still carry onto my love of electric vehicles when it

(07:41):
comes to brands like Tesla or Rivianor Aptera or Ford. Really there's so
many different ones. And I knowthere was certainly times where Apple tried to
buy Tesla back in twenty thirteen,and then Elon tried to sell Tesla to
Apple back in twenty seventeen twenty eighteennever went through. Of course, now
I'm pretty grateful. I think itwould have been probably for the worst if

(08:03):
they bought Tesla, But in manyways, I would argue Tesla probably stole
kind of the iPhone moment from Apple, you know, like that iPhone moment
where our minds are all blown whenSteve Jobs showed us how scrolling works.
Or here's an iPad, or here'sa laptop. Here's how thin it is,

(08:26):
and you just open it and itjust boots right up and you have
a trackpad and everything's so seamless.Tesla kind of brought that seamless user interface,
in that seamless interaction to the electricvehicle space, likely in a very
similar way to what Apple would havedone. I don't think if Apple released
their car, it honestly would havebeen that different from what Tesla has come

(08:50):
up with. The whole supercharging concept, which I've argued on my EV channel
a lot. This could honestly bean EV stream. I could go either
way. But now that we knowthe Apple cars canceled, that kind of
makes me feel better about separating thetailosi tech channel from the tailos of EV
channel. It's like, yeah,I think fundamental. Sorry, it keeps

(09:11):
freezing like that, that's going toannoy me. I don't know what else
to try. M I might justswitch to webcam here because it's too distracting
there. I know it's not asgreat a quality, but it keeps lagging
out. It's hard to accept.I guess that a company that has influenced

(09:35):
the way I think about technology somuch is not going to enter. In
my opinion, what is the mostexciting automotive the most exciting technological space right
now, more so than phones,more so than headsets, more so than
laptops, more so than rockets orspace travel. I think electric vehicles are
the most interesting thing going on inthe tech space in general. So it's

(09:58):
kind of hard to accept that Applemight not enter that. But likewise,
I'll play Devil's advocate a little bitright after I read got of Conquest,
because you guys are just randomly superchatting so much today. Thank you,
he says. My Apple Watch Seriesfour finally died, so I upgraded to
the Series nine and graphite. Okay, I'm enjoying its speed, largest green
I always on displaying longer battery life. I'm happy for you. I hope

(10:20):
you enjoy the series nine. ButI don't know why you guys tell me
these things, because I straight upsaid no one should buy the nine.
It's so insanely similar to the Serieseight, which is also so insanely similar
to the Series seven. Only reasonyou should go with the Series eight is
if you're a woman, because there'sone extra health sensor that you might be
able to take advantage of on theeight. But I'm guessing, because I'm

(10:43):
making a statistical guess because most ofmy audience are guys that you're probably a
guy. I would say return theSeries nine, get your money back,
and then buy a much, muchcheaper Series seven. In graph fight.
You can probably find it for halfthe price, and I doubt you'll be
able to notice difference. You'll stillhave the better screen, you'll have the
always on display, you'll have longerbattery life, and you'll have a faster

(11:05):
chip. I would say go withthe Series seven. But you do you.
It's your money. You can livethe way you want to. That's
fine. Anyway. Let me finishmy thoughts on the Apple Car before we
get too far off track here.The celebratory section is that for a long
time I had the suspicion Apple wasnever going to release this car, even

(11:28):
though I knew they were working onone, I knew they had hired a
ton of engineers, and they werepoaching employees from other automotive brands, so
it was clearly in the works.But I know that any car Apple would
have actually released probably would have disappointedus in the end, because the margins

(11:48):
of the automotive sector as a wholeare It's very difficult to turn a profit
on vehicles. It's even harder toturn a profit on electric vehicles. That's
a whole nother game you got toplay. And then most of the people
that are able to turn a profitdo their own in house manufacturing, so

(12:09):
Apple rarely, hardly ever does theirown in house manufacturing. Apple tends to
be a design company that outsources allof the manufacturing to other companies like Fox,
con or TSMC or whatever. Appledesigns the chips, they designed the
phone, they designed the displays,but then they turn around and expect some
other company to go and mass producethem, and that doesn't scale as well,

(12:33):
and it's definitely not as profitable todo in the electric vehicle space.
So very likely Apple would have justdesigned the car but then expected some other
company to build it, and ofcourse that company is going to need a
certain amount of margin to make itprofitable. Apple would want a certain amount
of margin, especially because they're amulti trillion dollar company. Just like how
we saw with the build of materialsfor the Apple Vision pro Apple expects a

(12:56):
certain amount of margin on all ofthe hardware they sell. So because of
that, I knew that, Okay, even if Apple released a car,
it very likely would not be amass market one. Let's say they were
forced by the government or buy someentity. Someone sneaks into Tim Cooks's house

(13:16):
at night and threatens him you haveto release a car, or else.
You know, let's say they wereforced to release a car, it probably
would have been very similar to likea Lucid Air. It probably would have
been one hundred and twenty one hundredand fifty thousand dollars, very low volume
production, and as we saw withthe Lucid Airs, it's kind of difficult

(13:37):
to justify when you don't have yourown in house design charging infrastructure. I
assume Apple, just like everybody else, would have adopted the nax port,
so hopefully they could supercharge, butstill it wouldn't be as simple and as
integrated as an experience that Tesla haswhere you just back a car into a
supercharger and plug it in and itstarts charging. That's obviously what Apple would

(13:58):
have wanted, because Apple's all aboutthat simplicity and that ease of use.
So I totally think Tesla essentially isthe Apple Car, just from another company,
very different ideologies, though in someways. You know, Tesla's mission
statement is all about accelerate the transitionto sustainable energy. Apple's all about having

(14:20):
the best possible version of something.Apple's not actually too focused about selling the
most of anything. They just wantto sell the best of whatever category they
enter. And you know, Polymatterhas done great videos kind of dissecting Apple's
strategy, which is always kind ofI see your superchat and Jeff, I'll
answer that in a second, justgive me a minute. Apple's always been

(14:41):
about we make a few great things. We focus all of our time and
energy into a handful of products.Apple doesn't want to be like a Samsung
that releases you know, everything youcan think of. They do displays,
they do phones, they do tablets, laptops, desktop monitors, TVs,
and also they do washing machines andmicrowaves and refrigerators. And you know,

(15:03):
Apple wants to be a bit moreI guess exclusive or rare feeling as a
brand, so they don't enter everyfield, even though they could. They
have the resources too, they tryto focus their attention on just a couple
of things. And I think itwas probably wise of Apple to finally realize

(15:24):
and acknowledge, there's not much exclusiveor special design or quality of software that
we can bring to the automotive industrythat would separate us from everybody else.
They probably realized, like I mean, keep in mind, all these other

(15:45):
companies that are delivering vehicles like Rivianor Lucid or Canoe or Tesla or Ford
whatever. All these companies were ableto mass produce evs and they don't have
as much money as Apple does.Apple's basically like the most rich brand in
the world. Apple, of course, has the cash to just duplicate what
all these other EV industries have done. It's not that it's not possible for

(16:07):
Apple to do it. It's justthat they probably realized as a brand,
it wouldn't it wouldn't separate. Theywouldn't be able to separate the Apple car
that much from what's already on themarket. It would just be kind of
noise to the industry. And becauseApple has their certain requirements when it comes
to profit margins, and because Appledoesn't like to manufacture their own stuff in

(16:32):
house, I wish they would.I think that would be a great idea,
not just for cars, but phonesand stuff. It's like, you've
got the money. There's always thiscomplaint people have about Apple supply chains of
oh there's unethical supply chair or manufacturingtechniques, or the people aren't paid enough
or whatever. It's a complicated issue. There's not an easy answer to it.
But because like, well, wouldn'tit make sense if Apple dove more

(16:55):
into the manufacturing side of things likeSamsung does, so they could have a
bit more control over, you know, the supply chain and the manufacturing processes
instead of outsourcing everything. I don'tknow, that's just one idea. I'm
not as smart. But Apple wouldhave to make it a fairly expensive vehicle,

(17:15):
and I don't think they believe fortheir brand it would be a good
look for them to just add anothersix figure sedan to the market. It
just would. It wouldn't make abig impact as much as something like you
know, neither does a thirty fivehundred dollars headset, but that's slightly more
affordable. Believe it or not.There's probably more people that will buy Apple

(17:37):
Vision Pro than an Apple car.But Jeff with a g superchet. Any
thoughts on smart rings like Aura,the impending Samsung, a rumored Apple ring.
I don't have much. I appreciatethe superchet, Jeff, thank you,
But what did they do? I'msorry, that's my big question.
I don't get it. What isthis smart ring for. I'm not saying

(18:02):
they're bad, I just genuinely don'tknow. I don't follow content. I
haven't seen a smart ring review.I've never met someone in my life that
uses a smart ring. What isit? Does it deliver notifications? Does
you check your heart rate? And? If so, why not just get
a smart watch? Smart watches arepretty cheap, they probably last longer.
You can't fit a very big batteryand a smart ring, so I don't

(18:22):
know. You gotta sell me onit, because I mean, I wear
a ring already. I have awedding ring. Doesn't do anything, but
I'm used to having a ring there. I'd be curious to hear how my
wife would think if there was somekind of smart ring feature that was compelling,
would she be comfortable with me wearinga smart ring and replacement of our
marriage ring, or would I haveto wear two rings? I don't know.

(18:47):
Sell me on it, just totry to tell me why I should
care about a smart ring. ChrisNorton says, I left my fourteen pro
better than my six. Yeah,I would hope. So that's a lot
newer, it cost a lot more. I just want to know what the
design looked like, assuming they evengot that far. I do too.
I'm totally with you. I knowthat Apple's a very secretive company, and

(19:08):
it's hard that they have to canceltheir own moonshot projects sometimes, but still
I would be fascinated to know exactlyAs far as the driveable vehicle, the
most recent reports were that they weren'tgoing to do a robo taxi. They
were going to do some kind ofyou know, independently owned a car you
could buy and own and drive around. And I was like, man,

(19:30):
what were the designs like though?What was the interior design of an Apple
car going to be? Like?Oh, I'd be so curious. I
would love to see all that stuff. It'd be so fascinating. Maybe in
a few years down the road,when all the NDAs have expired, some
of the employees could could reveal someof that stuff. I'm replacing my wedding

(19:52):
band with a smart ring. Don'ttell my wife. I don't. I'm
not. I don't know her.Don't worry, Jeff, I won't.
But still, please, can someonetell me what they're for? Smart rings
basically have all the health sensors ofa smart watch and send it to your
smartphone for aggregation and analysis. Okay, yeah, I don't what's the advantage
of a ring over a watch?I guess is it just another variant because

(20:15):
I stopped wearing my smart watch becauseI realized all the health data was mostly
useless. That just seems like asmart watch that's less functional with a weaker
battery life. And I don't picturea smart ring being that much cheaper than
a smart watch you can get.You can get Apple Watch Series seven's now
for a couple hundred bucks, Sowouldn't you rather buy that? M Jerry

(20:44):
Highroller says, I agree, Drew. An Apple car would easily be six
figures. Don't really see it.Don't really see it for the general market.
I know Apple likes to be aluxury brand, but that, yeah,
that would be kind of a stretchand it would be a big money
pit. Car manufacturing is not ahigh margin business, and Apple has a
lot of shareholders, which is kindof what the Bloomberg report was diving into.

(21:04):
Apple had been spending billions and billionson this moonshot project, and I
bet a lot of the shareholders weregetting concerned with the spending growing, especially
as the economy hasn't been in necessarilygreat shape lately. And I bet another
reason they ultimately decided the car projectwas worth canceling was simply because there's been

(21:26):
softening demand in the EV space rightnow. I'll admit even a bit more
than I expected. I'm still abig EV fan, I'm an EV enthusiast.
I still believe they're the future,but I will acknowledge I thought the
growth would be more drastic by now. Now we have multiple major EV manufacturers

(21:47):
all saying that they're kind of slowingdown on growth. They're not going to
build or grow as fast as theyoriginally said they were. Ford cut back
on a bunch of their electric vehicleproduction. Rivian said they're not going to
grow this year. Tesla Base alsosaid they're not going to grow this year,
and that goes against their previous guidance. So I'm still a believer of

(22:07):
electric vehicles taking over in the longterm, but in the short term,
I think it's proving to be abit more challenging to get the general public
on board with ebs than originally thought, and robotaxis definitely seem to be a
lot more complicated than many anticipated.I know that was a big chapter in
Project Titan's history where there was alot of reports claiming that Apple was working

(22:30):
on more of like a Google Waimoproject, where it wasn't a car you
could buy and own, but theywould develop some kind of robotaxi that within
certain cities that would be selective.It couldn't be everywhere. You'd be able
to ride in one and it woulddrive you to your destination and you wouldn't
have to drive it. That kindof thing. And I was like,
Yeah, I could kind of seeApple getting into that because it's a bit

(22:52):
more closed loop and it's not asbig a deal. You don't have to
build hundreds of thousands of something.If Apple can only build, you know,
a few thousand of a particular vehicle, then it might be more of
an experience for the masses. Ifhey every time you go to the Bay
Area or you check out Kopertino,you get to ride around in the exclusive
Apple car, and maybe on aper city basis, kind of like how

(23:15):
they slowly roll out Apple Maps projects. On a per city basis, you
could roll out robotaxis, but eventhat has proven to be far more complex
than most realized. Burkhart says,the most interesting part of the Apple car
news is the fact that they're confirmingto have layoffs. I don't know if
Apple's confirmed it themselves, but MarkGerman has and I trust him on this.

(23:40):
In the Midwest, no one,absolutely no one cares about evs.
Why negative thirty degree weather. Ourlocal Ford dealers said they barely get one
hundred miles on the Well, theF one fifty doesn't have great range in
the first place. But keep inmind countries like Norway, which are very
cold, and Finland, which aremuch much northern than anywhere in the United
States, are get freezing all thetime. They're almost like eighty to ninety

(24:02):
percent of all new cars sold thereare electric. Evs can do great in
the cold. There's a great channelI watch, a smaller channel that I
think is underrated called Mike in theWoods. I just watched his video this
morning. He specifically does like Canadiancar camping, and he was driving around
with the same car. I havea Model three lithium iron phosphate, which
is known for having poor performance inthe cold, but he charged it overnight

(24:27):
in negative fifteen degree weather and stillcharge it up fine. And it's a
big problem with understanding electric vehicles.There's a lot of education that needs to
be done, but they absolutely canwork in the cold, and most people,
if you talk to EV owners inNorway and Finland, will tell you
they very much prefer electric vehicles inthe cold because of the preheating and you

(24:51):
don't have to worry about carbon monoxidefilling up the garage. And a lot
of gas vehicles won't start if itgets too cold, so you have to
plug in the twelvevault battery to preventit from dying. Anyway, your Nyland
is another much bigger channel that doeslots of cold weather EV testing. So
I don't have this belief that ohevshave failed, We're going to have to
rely on gasoline cars forever. Idon't have that, but I do think

(25:14):
the transition is proving to take longerthan we thought, partly due to the
economy. Interest rates being high kindof affects buying behavior. Also, people
are hesitant to change, so naturally, if you try to tell people that,
Okay, your next car, you'regoing to have to understand charging curves
and charging battery temperatures and preconditioning.If you have to learn a few things,
people don't like learning. So ifpeople don't want to learn about batteries,

(25:37):
don't expect them to sell their carsand move into public transport either.
Public transport is great, but it'snever proven to be a car replacement for
any nation. Even Japan has likethe best public transport in the world,
then they still buy a crap tonof cars. It's like the fourth largest
car market in the world despite nothaving that big a population relatively, A

(25:57):
lot of people buy cars, eventhough the public transport is amazing there,
much better than here, that's forsure. I've been super tended. If
they wanted to put out six figurecars, they should just buy Lucid.
So yeah, I saw a lotof people. Hase El was asking about
that as well. Could you seeApple buying out Elucid now or is any
ev involvement basically scrapped from what Iunderstood in the article. I think Apple's

(26:21):
abandoning the field. I don't thinkthey're abandoning just their project. I mean,
nothing's impossible. We don't have TimCook or Jeff Williams to talk to
even if you ask him about that. There you go to Aspen. In
the chat, he says, overninety three percent electric vehicles in Norway in
February, and it's winter here now. Yeah, absolutely, EV's can work

(26:44):
great in the cold. You justhave to know how they work. And
a lot of people don't like learninghow they work. They just want to
keep using what they're used to andthat can cause problems. But it just
takes time. You know. Iwas a big fan of the iPhone when
it originally came out, and mostof the people in personal life, we're
not on board with it. Whydo I want a big screen in my
pocket? Why do I want tohold the screen against my face? That

(27:07):
sounds annoying. I just want aphone that I can call people with and
that's it, or you know,text people. That's all a phone needs
to be. Well. Over time, the rest of the public eventually caught
on to what I was obsessed withfrom the beginning, which is, hey,
the smartphone has apps and features andfunctions, and that multi touch display
is dynamic and can change and cando so much more than what we could

(27:29):
ever expect the device to do.It's this combination of a camera and iPod,
a phone and all these things puttogether, and over time the general
public caught on and realized all theadvantages, but it wasn't right away.
In a similar way, I feellike I'm going to see a longer term
repeat of that where I'm really obsessedand interested in electric vehicles now, but
most of the public isn't because theydon't really see many of the advantages or

(27:52):
the intention or the purpose behind themyet. But I think long term,
eventually people get on catch on,but it'll take longer because people don't buy
cars as often as they do phones. Phones we replace on average every three
to four years. Cars we replaceon average every eight to ten years.
In fact, the newer cars getusually the longer they last. Statistically speaking,

(28:15):
I know some people have that theydon't make them like they used to.
Eh. You only notice the oldcars that made it, but not
all the old cars survived. There'sa lot of them that did not make
it. Woon River says, Ithink Apple was trying to put a dent
in Tesla's market chair. I'm veryskeptical on that. Apple probably figure that
out too and just gave up.I don't think they were incapable of doing

(28:40):
it. I think it just requireda really passionate leadership. They really needed
the board and everybody at the companyto understand this is a big task.
Making a mass produced, profitable,affordable electric vehicle is very complicated. It
requires a lot of intricate design,It requires an obsession manufacturing efficiency, and

(29:02):
above all that, it just requiresa crap ton of money. You just
need a lot of cash to frontand Apple probably had it, but it
would kind of be a very dangerousmaneuver for a company that big, that
old, and that stable and kindof built around We're an electronics company.
At the end of the day,we sell phones. We sell services for
our phones, and that's what bringsin most of the money. So to

(29:23):
shift the entire brand of Apple fromgoing to a smartphone an accessories company that
makes AirPods and you know, AppleMusic subscriptions, to shift all of that
into a car company, it's likesteering a really big ship, right,
and it's a very complex maneuver fora very big ship to make, and

(29:45):
they probably just realized it was toorisky. And I don't think it was
impossible for them to do it.It was just probably going to tick off
a lot of shareholders because it likelywould have resulted in a lot of money
down the drain. Not a lotof the manufacturing expertise that they have from
iPhones and MacBooks and even Apple visionpros, all of that manufacturing doesn't help

(30:07):
them very much or translate very muchinto making a car. They don't have
a ton of advantages that translate overwhereas getting into the mixed reality headset space,
there's a lot of things that translate. They can carry over their efficient
silicon designs and their sophisticated cameras andtheir state of the art display designs and
all that. All of the thingsthey've learned from iPhone manufacturing probably help,

(30:33):
and Apple watch band designs for theheadbands and speakers for the AirPods, all
of the things they've learned from theirexisting products probably translate fairly well into mass
producing mixed reality headset. None ofthat stuff really translates all that great if
you're getting into car manufacturing, andif you outsource it, then you're basically
saying you don't want it to bevery mass market because you're not going to

(30:56):
be able to sell it for cheapif you outsource it. Let's see Apple
Auto licenses from Apple Corp. Idon't think that they would buy Lucid just
because Lucid is not that valuable inmy opinion. They're mostly owned by the
Saudis already, and they've already proventhat they design cars that are not that

(31:22):
high in demand, and they're losingmore money than any other vehicle on the
market. I think every Lucid airthat is sold they lose something like three
hundred thousand dollars on it. It'ssome insane metric. By all technicalities,
Lucid basically shouldn't exist. They shouldbe dead right now. They are being
artificially inflated by big Saudi investors,which again I think own over eighty percent

(31:47):
of the company. So the Saudisjust really like the Lucid for some reason
that I don't understand. But thecompany's nowhere close to profitability, much further
than even Rivian Is, and peopleare skeptical of Rivian's profitability now. So
the only reason Lucid is alive isbecause of some big investor that just really
likes the design. But Lucid hasa ton of warranty problems, high voltage,

(32:08):
battery problems, build quality problems,so I don't think Apple would want
to acquire all that. It wouldprobably be easier and cheaper for them to
make their own car, and they'renot doing that. They canceled the whole
project and they're laying off engineers,so that makes it pretty official in my
head, even though Apple will probablynever publicly disclose this. If anyone is

(32:28):
interested, I'm there. You gocheck out at Tea, Slash, Minimalists,
underscore d for more info on Twitterif you want to buy a fifteen
pro, they would use the Mthree chip for the display at least.
Okay, there's one advantage have anice screen, but that's if you know
anything about electric vehicle design, youknow that the infotainment screen is not a

(32:52):
big deal. What do I thinkabout full self driving version twelve? What
was the biggest mistake you've seen itmake? I was very impressed by it.
Blew my expectations out of the water. I know This is kind of
a hybrid stream. We're doing EVand Apple all at once, bringing the
audiences together. We're bringing EV peopleover to the tech channel that's mine.

(33:12):
We can talk about it because thisis Apple and a car, so we're
kind of mixing it up here abit. But I was genuinely impressed because
everything I could think of to testwith Beta twelve, I thought this would
probably confuse it, or this wouldprobably confuse it. Everything I thought of
that would confuse it. It handledperfectly, and I thought it would trip

(33:35):
up and it wouldn't. However,it wasn't perfect, of course, the
FSD never is, and that itmessed up at places I didn't think it
would mess up, so it kindof surprised me. It subverted my expectations
because I didn't think it would likestop in the middle of a roundabout.
I thought that it would handle thatbetter, and it stopped just right in
the middle. I don't know ifit would have performed differently if a car

(33:58):
was coming. Luckily, no carwas coming, so I just let it
do its thing. But it basicallyjust stopped halfway into the roundabout, and
I was like, you can't stophere. This is dangerous. If someone
comes, so I had to takeover. And then at one point we
were going through some curvy roads andit just had to continue straight. But
I think because of some confusing navigationdata, like on the GPS side of

(34:21):
things, it was convinced that ithad to make a left turn on an
unnamed road and instead it turned intosomeone's driveway and was going straight towards a
gate. So we took over onthat on that point, but it did
perfectly fine on the rest of thewindy roads, like it had no problem
with a lot of the angles,and there were certain sections where it has

(34:44):
to go over the solid yellow linesjust to avoid the dirt or to avoid
a tree. Very crazy road systemthat I put it on, and for
the most part, other than thatone navigation hiccup, it handled it just
fine. So I was kind oflike, well, I don't know what
else to test now what was interesting? You know, from my own privacy,
I'm not going to show it drivingaround my neighborhood because I've had issues

(35:06):
with people trying to find out whereI live. I know most of you
are not weirdos like that, butbecause I can't control who watches the videos
or can't show all of that.But what was interesting was the first time
we tested it out arriving. No, it's still very much in beta.
It will be in beta. Idon't think it's going to be out of
beta. Any autopilot is still inbeta that's been in beta for like ten

(35:30):
years now. But I put inmy address for FSD Beta to route to,
and for one, it goes waytoo fast on a residential street,
which is supposed to be like tenmiles an hour, but it thinks it's
like thirty. So it goes waytoo fast for one. But then the
first time we plugged in my house, it pulled in my driveway and it

(35:51):
got pretty close to where I normallypark, and I was like, wow,
this is amazing, Like it's youknow, I don't have a paved
driveway. It's kind of just dirtgravel road. It was driving knowing that
the driveway is where it's supposed todrive, not on the grass or anything.
I was like, this is reallycool. But then then we let
it leave the driveway and it did. Okay, it's not capable of doing

(36:12):
three point turns or backing up oranything, but we got it like halfway
turned on the driveway and then itturned the rest of the way and I
was like, wow, this isimpressive. And then we came back home
afterwards, and then it turned intomy neighbor's driveway and not mine. Even
though see exact same address, exactsame conditions, it's still daytime, there

(36:32):
was still no rain or anything likethat. I plugged in the same exact
address and it turned into the wrongdriveway. And to me, little mistakes
like that are why I never trulybelieve it will be a driver replacement.
I think it's the most amazing stateof the art driver assistance feature, but
I don't think it's a driver replacement, at least on privately owned vehicles.

(36:58):
It'd be one thing if they madea reb taxi like Google Weimo, where
it just works within certain cities duringcertain times of day and you have some
employees that are ready to intervene ifit does something stupid. But as far
as like independently owned vehicles, Versiontwelve is impressive because there's no more like

(37:19):
lines of code. It's just thisnothing but neural net thing they call it.
It's just a big algorithm that analyzesnumbers and drives based on human driving
behavior, which shows it does somereally impressive things where it snakes around people
and knows exactly how to turn,and it's truly amazing what it can do.
But the performance is not quite repeatable, which is interesting to me.

(37:44):
And it's like, Okay, it'simpressive that you got rid of all these
lines of manually written code and nowyou're relying purely on algorithms to drive around.
But at the same time, ifit's no longer human written code,
how do you improve on it?If it makes mistakes? Now you have
to tweak the algorithm. You can'tjust go in and say, oh,
don't drive in my neighbor's driveway.You have to say drive in my driveway.

(38:07):
You can't do that though. Youhave to tweak the algorithm in a
way so that it acts more consistent. But the problem is with tweaking algorithms,
you can fix one thing and breakanother, which I've seen happen between
full self driving beta releases. Soit's really interesting software. I just think
expectations are way out of control wherepeople think it will replace human drivers,

(38:28):
and it's way too unpredictable in myopinion to get to that point. Mike
says, hopefully the roll out ofcar Play two point zero gets some updates
soon, maybe dub dub for whenother car manufacturers are obtaining the software software.
Yeah, I agree. I thinkthere's a lot of companies that have
a lot to gain. Apple probablywants to get more into CarPlay stuff.
Maybe now that they know they're notmaking a real car, they're like,

(38:50):
Okay, well, there's not goingto be any harm in us partnering with
other automakers. And I think anautomaker that Apple would partner really really well
with is Porsche. I know Cookhas said publicly that he drives an electric
vehicle. My guess is that it'sa Porsche Tychon. But Porsche kind of
encompasses everything Apple likes to stand for. They're not so much about affordability,

(39:14):
but they are about luxury. Theyare about good design, and Porsche's very
much known for having great design anda close attention to detail. And Porsche
has kind of collaborated with Apple alot already. Porsche was the first company
to get access to native Apple Musicsupport in a vehicle that was on the
Taikon before everything else. Now it'son lots of cars, but it started

(39:36):
with Porsche and similarly, now,Apple started showcasing the enhanced car Play experience
on other vehicles, and Aston Martinwas one and then Porsche was the other.
So there's been multiple collaborations where Porschekind of gets first DIBs on a
lot of Apple software things. Somy hope is that with the Taykon ev

(39:57):
and the bacan EV, they couldbe kind of the to access the new
enhanced car Play, which I thinkthey will. I've seen footage of or
interior shots of the macon EV,and it seems to have Apple Maps kind
of spread out to the instrument clusterbehind the steering wheel, while simultaneously still
giving you controls on the center display. Jess beIN super Chat, it's his

(40:17):
thoughts on Gemini trying to erase whitepeople. I don't know. I think
there must have been some kind ofhuge misunderstanding, just because I refuse to
believe someone actually believes that, andit seems like Google's backpedaling very, very
hard. So I think there wassome big misunderstanding with the development. I
mean, I don't like getting political, and this subject I feel like gets

(40:43):
political so fast. Thank you forthe super chat first of all, Jasmine,
but like I think it's very easyfor either end of the political spectrum
to generalize and label people. AndI get really annoyed whenever I hear people
use the term woke, because itjust feels like a way for people to

(41:06):
label anything they don't like as,oh, that's woke. Well I don't
like that, so it's woke,it's wokeism. It's like, okay.
I think political issues are impossible issues. Essentially. My definition of what a
political issue is is when two peoplefeel two different people that have lots of
evidence to back up their opinion disagree. So there's usually important issues, and

(41:32):
there's usually arguments on both sides ofan issue, so that makes it impossible
to resolve, which means you canargue about it all day and never never
reach a solid conclusion, which iswhy, especially on the Internet, I
don't think it's a good place tohave political discourse because there's just too many
voices, too much bravery. Wheneversomeone has a keyboard to protect them,
whenever you're not having to look atsomeone face to face, you feel a

(41:55):
lot more comfortable saying things you wouldn'tordinarily say. That's just what the does
to us, and I don't thinkI don't think anyone was genuinely thinking they
were going to get away with developingsome kind of image generation tool that straight
up never shows white people. Idon't think that's what they were going for,

(42:19):
but there was probably some interpretation ofthat that got lost along the way,
and now, of course it looksreally bad. I agree that that's
a weird thing to code into analgorithm, but I don't think that was
the inherent intention from the beginning.I would like to think it's that way.
If it was their intention from thebeginning, then that was a really

(42:40):
dumb idea, both from a prpoint of view and just a moral point
of view. But I don't followit very closely because I try my best
to give people the benefit of thedoubt, and that one seems like a
really easy slip up of just likewhat were we thinking thinking. Someone probably

(43:02):
had a more innocent idea that gottoo carried away with the algorithm or something.
I don't know. I don't knowwhat went on, but I think
it's probably a huge misunderstanding, ismy guess. But I don't like getting
political because I know there's a lotof people that just want to label any
big tech company is they're too woke, they're too see and this feeds into

(43:23):
that, which is the reason I'mso frustrated by it, because I don't
like subscribing to either side of thepolitical I think there's issues with the whole
political system in general. I don'treally pick a side of any kind.
But what I don't like about thewhole more so than anything about trying to

(43:43):
erase white people from history or anything, it gives fuel to the flame that
is people that are trying to demonizethe tech industry and say that anytime the
tech industry does something, then they'rebeing woke or they're being too progressive for
something. Those guys are looking forany reason to complain about big tech,

(44:05):
and that design gives a bunch offuel to the flame. I don't personally
think there was someone, genuinely,I think it's easy to just complain about
a brand decision, and I don'tthink there was a singular person that probably
had that idea. In my opinion, if someone did, then yeah,
they should be fired. But Idon't think that's what happened. From what
I can tell. Google's issued lotsof statements about it and said that they're

(44:29):
changing that or fixing that. Andso if they're backpedaling this quickly, then
they clearly weren't too passionate about theidea Samsung would somehow beat Apple to the
punch one hundred twenty hertz car displaythat Google could today with. I'm pretty
sure the model SNX are already onehundred and twenty hertz. I don't have
concrete display specifications, but when Ichecked them out in person, even the

(44:53):
refresh model three I checked out inperson, I thought the refresh rate seemed
noticeably higher. I think it's aboveI don't know if it's one twenty,
but let's see. It's political buton purpose, Well, then why would
they change Why would they change theirminds on it so quickly If it was
deliberate and intentional that that doesn't makesense to me. I just think it's

(45:22):
done. When people say you can'tbe racist towards white people, I guess
you can, and this is it. Yeah, I agree, you can
be racist towards any group of people, but I don't think that that was
their intention from the beginning. Ithink they probably had some weird race terminology
they included in the code, butI think they've publicly acknowledged that wasn't That

(45:45):
wasn't the point they were going for, because obviously that's not sustainable as a
business. You can't say like,oh, we're just not going to render
white people. I don't think anyonereally with half a brain would have gone
with that. Regardless, what theywere trying to do is not show anything

(46:06):
triggered as white supremist. Instead theycompletely removed it. Yeah, see,
to me, that sounds more believable. I don't picture a big team because
there's a lot of all kinds ofpeople at those big tech companies. I
think there's, like we talked aboutwith the whole full self driving thing.
Algorithms are very hard to get specificwith. You can't just tell an algorithm

(46:27):
don't do this, don't do that. And of course there's a lot of
problems that you have when you havea generated imagery that you have to be
careful of when it comes to moralityand ethics, because people can plug in
celebrities or make anyone really you canthink of doing a show, so any
person you can think of doing anythingyou can think of, So they have

(46:50):
to try to be really specific asmuch as they can, even though you
can't get that specific with algorithms,so there was likely some bigger problem like,
Okay, don't want you to beable to turn celebrities into Nazis or
something through AI generated imagery, andthen somewhere along the way that turned into
don't show white people at all,which is obviously weird and racist, and

(47:12):
you don't want to do that.But the algorithms are fairly hard to tune,
and these are actively being developed inreal time by people, so I
think there was probably a big misunderstanding. I don't think it was genuinely like
Sundar or the CEO of Google sayingwe're gonna ban white men. I don't
think that's what he was going for. And I think people are very fast

(47:34):
to demonize each other, especially whenit comes to anything political, which is
why I didn't plan on making avideo on that. I didn't have much
thoughts on it, and I justknew immediately that that was probably just a
big mistake. In the similar way, I'll share a story from a few
years ago that probably everybody's already forgotten, but I remember when it came out
because I went ooh, yikes,that's a really bad look. But something

(47:58):
that happened I think around twenty fifteenor twenty fourteen, when Google was kind
of building up and releasing Google Photosfor the masses, you know, how,
they were coming up with all thesealgorithms to detect different things within pictures,
you know, so you could lookup like food and it just shows

(48:20):
you pictures of food, or youcan look up waterfalls and it just shows
you pictures of waterfalls. And facedetection, so you can just see one
person, one friend, or onefamily member all the pictures you have of
that person. It's a great feature. But during the early days of rolling
that out, there was a pointwhere the algorithm was confusing African American people

(48:42):
with primates. Obviously, that's horrible, that's terrible. That's a really big
problem. But I remember that washappening and I was going, oh,
yikes, they better fix that now. Do you think there was some engineer
at Google that was saying, oh, well, they looked the same.
I don't. I hope not.If there was an engineer thinking that,

(49:04):
I hope they were fired. Butjust as an example, when you're designing
an algorithm, it can do somehorrible things. It can make associations that
are really offensive and derogatory, sothat happened years ago. In the same
way, I think that this wasprobably just a big misunderstanding. I don't
think there was an intentional I don'tthink anyone genuinely at the company was trying

(49:29):
to like, let's ban all whitepeople from all imagery. Like it just
seems too crazy and too stupid forit to genuinely be someone's idea. But
they were probably Yeah, they wereprobably trying to control some kind of using
AI generated imagery to make people whitesupremacists or Nazis or something weird. I
don't know. I didn't follow thestory. I don't care that too much

(49:51):
about it because it clearly was backpeddledvery quickly, So I don't think it's
as big a deal as people turnit out to be. But anyway,
it's not a fun top. Iwant to talk about technology. Let's move
on to the I mean, we'vegot Apple car talk. With the car

(50:13):
dead and vision pro being a niche, what's Apple's next growth driver? They
can only get so much more subscriptionmoney from each iPhone user. I think
they're betting big on spatial computing,which personally, of all the industries for
them to go after I think thatone probably makes the most amount of sense.
I'm still like fascinated by the wholevision Os concept of like redesigning the
way we use our technology. ButI do think it's very early, and

(50:35):
I think the hardware has to geta lot better and a lot cheaper.
It's just it's a matter of time. And I think the first generation vision
Pro is kind of a big it'sa big what do you call it exercise
is what it is for the manufacturingteam and also the software development team.

(50:59):
It requires, you know, practiceto figure out how to mass produce something
with this much this much complexity.Because I agree with what Apple said at
the event and everything, this isthe most intricate complex device ever mass produced.
So that takes a lot of rehearsaland they're probably going to iron out

(51:22):
a lot of the kinks during thefirst generation assembly process. And of course,
lots of people tried out vision Proand gave lots of feedback for Apple
to work with. So now theycan focus primarily on what are the biggest
complaints, what are the biggest criticismsof this product. Let's dwell on that.
Let's focus on that and then otherthings that we didn't think were as
important. Maybe they are important,or things we thought were more important aren't

(51:44):
actually asportant. Like if Apple wassending a survey to me about I think
I think they could get interested beforeglasses. I think there's a good middle
ground between goggles and glasses. Justglasses are so lightweight and battery life is
such a big problem. But especiallyafter trying out the Quest three, I'm
tempted to go pick up a Questthree. Honestly, the hardware on that

(52:07):
really impressed me. But my feedbackI would give to Apple on the headset
is integrating the battery and making itlighter are much more important than you think,
At least with this first generation AppleVision Pro. They seemed to not
put too much emphasis on making itlightweight, and they didn't seem too keen

(52:30):
on making it efficient, and theyseem to be okay with making the battery
external. And the more I usedit, the more I realized, Okay,
this is kind of annoying. Idon't want to keep using an external
battery bank. It's getting old,it's getting tiring, and the weight is
kind of cumbersome. It makes itharder to transport. Also, the glass
on the front makes it more fragile, And of course the cost doesn't help,

(52:50):
but that's kind of just an industrywide. We all agree it's too
expensive, but we're always going tosay that about any Apple product, right,
All Apple products are too expensive,right. But Quest three for the
price is genuinely pretty impressive. Andeven though a lot of people say,
well, Apple Vision Pros and awhole different category, it's so much more
advanced. I would always go like, in what way, how does that

(53:12):
translate into your daily use of it? In what way is it so much
better than a quest? And They'relike, oh, the oh, just
the silicon the M two chip isso much faster, and I'm like,
yeah, but what are you doingwith that? You know? What is
what is that gonna? What isthat gonna do? Let's see let me

(53:35):
say this. Sorry, Mike,I just saw your text. I forgot
You're not a mood anymore. TheQuest three is amazing. And what I
would tell Apple is the resolution andbrightness levels of the displays are not as
important as you think they are.I think refresh rate and field of view

(53:57):
actually make a big difference. Ibasically I want the pass through cameras of
the vision Pro with the displays ofthe Quest three, and I wonder if
that could and also drop the eyesightdisplay. I hate that thing, and
try to build the battery internal andtry to get the weight down, because
that would make it so much morefuturistic to me if I didn't have this

(54:20):
stupid cable hanging down. That reallybothered me a lot more than I thought
it would. I didn't think havingan external battery would be a big burden,
but it really is. Quest threecould be equal to Vision Pro if
Apple made the software. HM.Maybe that's an interesting idea as of right
now. Would you want vision proas it for a cheaper price or have

(54:44):
its biggest setback significantly improved for theprice it is now. I've reached a
point in my life. Here's howI will answer that question. Christopher,
that's a good question. I've reacheda point in my life where it's not
so much about the price of thingsanymore. It's about the utility of them.
Like I could have kept my iPad, I didn't need to get rid

(55:07):
of it. Like I sold myiPad for like four hundred bucks or something.
It wasn't like a life changing amountof money. I sold it because
I knew that I felt weird keepinga device that served no function. It
was like, this does not playa role in my ecosystem. It is

(55:27):
just sitting here for weeks at atime, and I know that someone else
could utilize this that's not me,so I would rather them have it.
I would rather you know, Iwant to sell it for something, but
I don't want to be irresponsible.But at the same time, it wasn't
like same thing with my Apple Watch. It wasn't that I needed the money.

(55:49):
I sold it for way below marketvalue. I think it was like
less than two hundred bucks. Isold it to a friend of mine that
was in the market for one,and he said, yeah, I'm trying
to find a good price for one, and I said, oh, I
don't really want my anymore. Youcan just buy mine. So I gave
them a pretty low price for it. And I was just like it was
more of a trying to disconnect moreor trying to simplify my ecosystem, especially

(56:10):
the more I traveled. Traveled alot last year and we're planning some more
trips for this year, and itmade me realize how much easier and lighter
I feel when I don't have topack around all these extra chargers and stuff.
And if the device doesn't serve avery intentional purpose, that's what makes

(56:30):
me not want to keep it.It's not so much about it's too expensive
to keep. I didn't reach apoint with Visionpro where I felt like,
man, if this was two thousanddollars, I would keep it, or
if this was one thousand dollars,I would keep it. No, it
was like, even if this wasgiven to me for free, I would
feel bad keeping it because I knowthat for a lot of its life it
would just sit around doing nothing.And regardless of how much I spent on

(56:53):
the product, I always feel weirdkeeping things or holding on to things that
aren't being utilized to their potential.I feel weird keeping these iPhone boxes,
but the audience just gets angry whenI take them down, so that's why
that's why they're still up. Butyeah, Or I like keeping gifts,

(57:14):
you know, things like this,This was a gift by my sister,
so I would feel weird getting ridof it. Or you know, little
toys and stuff that people give meon birthdays or for Christmas. I'm like,
well, I don't want to getrid of that I was a gift.
Someone gave it to me, theywere thinking of me, and then
I usually think of the person whogave me that gift whenever i'm I look
at it or see it again.But if it's just something that's meant for

(57:37):
work, but then I don't useit for work, Yeah, it's kind
of hard to justify. So forme, it's not a matter of price,
although the price doesn't help. Ofcourse, even if I did love
the vision Pro and want to keepit, yes, thirty five hundred would
be hard to stomach. There isa situation where I could envision people really

(57:57):
liking it but not being able tojustify it for the price. I reached
a point where within my first weekof ownership of Vision Pro, I was
like, you know, I'm justnot I'm just not reaching for it.
I'm only trying it on to review, and I'm realizing how much easier and
simpler it is for me to editwithout it and work without it. Because
it's kind of heavy and I've gota battery to worry about. When it

(58:21):
comes to charging it, I'm worriedI'm going to break it. It's kind
of thick compared to all my otherApple products, so it's not easy to
transport. So I'm just leaving itat my desk all the time, and
all I'm really using it for isan external monitor. So if I leave
it out my desk all the timeand all I use it for is an
external monitor, I better just getan external monitor and that would have lower
latency and not wear out my faceas much. So to me, the

(58:45):
biggest things I would focus on asidefrom price. Price is an easy thing
to complain about, and that mightnot go down. Ever. You know,
the iPhone price never really got thatmuch lower over time. Used iPhones
maybe, but the new iPhones prettymuch only got more expensive as time went
on. So I'm not going tocomplain that Apple just needs to work on
a cheaper version. Let's ignore thatbecause the technology so advanced and so complicated.

(59:09):
Let's just say Apple should focus on. In my opinion, if they
want to justify a thirty five hundreddollars price, it needs to be much
lighter and it needs to have anintegrated battery, which is very difficult.
I know those are two things thatkind of contradict each other. I need
you to put the battery in hereor back here or something, do a
HoloLens style and put some of theweight on the back and some of the

(59:31):
weight on the front. But Iwas just thinking how much more convenient it
would be to use back. WhenI was using it, it was kind
of a headache to pull out andput the battery somewhere, and let's strap
this on and adjust the eyes andeverything. It's like, this would be
so much easier if it was lighterweight. I wasn't so worried about the
glass on the front cracking. Ifit was just some kind of plastic,

(59:52):
glossy plastic on the front that wasa bit more rugged and a bit more
durable, so I'd feel more comfortablethrowing it in a bag or something.
The travel case is way too big. It's like half the size of my
backpack. And on a lot offlights we do, it's like, no,
every every square inch matters in someof those backpacks. Vision Pro can

(01:00:12):
be ultraportable monitor for you you dotravel a lot. It's not ultraportable though,
it's what I discovered. It's reallynot. It's it's I mean,
I mean, it's slightly more portablethan a big external monitor, but it's
a two hour battery life, soit's another battery to charge. It's heavy,

(01:00:35):
and there's a lot of steps toconnecting it to your laptop every single
time, and there's a little bitof latency involved, so it's not a
it's not a high it's not asgood a display as my integrated MacBook display,
so it's thirty five hundred dollars andthere's more steps, and the display
is not as good. So Ido travel a lot, and that's how

(01:00:58):
I thought I was gonna fight itas well. It'll be a nice,
big external monitor I can take withme when I travel, But I realized
I don't want to travel with this. Then it's too bulky, it's too
fragile, and too too much spaceoccupying for me to feel comfortable traveling with
it. So if it was lighterweight and a bit more durable, and
I didn't have a battery to packaround along with it, and maybe the

(01:01:21):
battery could last a little longer thantwo hours, I don't know, that
would make me feel more on boardwith it. All things I'm sure they'll
improve on in the future generations.But that's what's so exciting about it is
because there's so many flaws we don'thave that much to talk about. With
all these other Apple products, It'slike, oh yeah, I mean,
they basically perfected the iPhone, theybasically perfected the laptop. I'm using an

(01:01:43):
iPhone and a laptop that I thinkcould easily last me like another ten years
if I really want them to.Let's see, eyesight is a cool concept.
It is the best way currently thattells people who are near you that
you can see them. It justneeds a better display. I don't think
it does. From my own personalexperience, it didn't convince people that I

(01:02:04):
could see them in the same wayyou can't see my eyes when I put
on sunglasses right, you can't tellwhich direction my eyes are looking. But
because they're smaller, because they're abit more fashionable, they're socially acceptable.
You can wear these in public andpeople don't think you're crazy. And they
don't know if your eyes are openor closed, or looking at them or

(01:02:24):
not. But they Humans pay attentionto little micro behaviors more than we think.
You don't need to physically see myeyes in the same way you don't
need to see my ears to knowif I have transparency mode on. Are
you in favor of Airpod's max havinga display on the outside, and every
time I activate transparency mode, itshows you my ear so you can tell

(01:02:45):
if I can hear you. No, you can just tell by if I
respond and we talk back and forth. Oh okay, he can hear me,
now, you know. People justpick it up like that, whereas
these they cover your eyes. Youcan't tell what I'm doing. But they're
still fast, and I think there'sa way if they slim down the goggles
designed a little bit more and theyjust go with a flat, glossy black

(01:03:07):
on the front, you can getpeople comfortable to not seeing the eyes as
long as your behaviors and your headmovements kind of showcase that yes, I
can see you. It's just likewearing a pair of ski goggles. You
can't see people's eyes through a lotof different ski goggles. And I don't
worry too much about the extra costof the eyesight display. But my bigger

(01:03:29):
concern with it is it adds weightand it adds to energy consumption. Most
people, I got to admit,most people aren't going to want to talk
to you when you've got that headseton. Trust me, I've tried,
You're not going to want to havea lot of face to face interaction with
people while you're wearing that thing,So all that display serves as a function
for people watching you use the product, which is not a very fun experience.

(01:03:53):
It's fairly isolating in that regard,So I would argue that it's must
Uh, most people are going touse those headset by themselves, in which
case, if you're by yourself,then the iceight display is pretty pointless.

(01:04:13):
It is kind of cumbersome. Yeah, you've got to unlock your MacBook,
then put on the headset, putthe battery somewhere, unlock it with optic
ID, look at the MacBook,hit connect, and then it loads.
And then you have a little bitof latency with a big screen sixty hertz
display after going from one hundred andtwenty hertz display on the MacBook. So
there's still a lot of compromises withthat setup, and it's a very expensive

(01:04:34):
setup. That doesn't help justify iteither. But yeah, the size making
it easier to pack, which Ithink would help a lot if they just
put a USBC port on the sideand the battery was integrated into it,
just like just like the Quest threebasically take notes from Meta Apple. I

(01:04:55):
was about to ask if you sawthat air Pud's max meme. Yeah,
people did that meme, and Ithought that apps stely prove my point.
You don't need to show people's earswhen you have transparency mode on. People
understand it. Windows in iOS aremore suitable operating systems for work use against
Mac and Android. What in whatway? I think it depends on the

(01:05:18):
work. Do I think Vision prospectswill be enough for the first generation cheap
Vision series product? Is there anythingto cut off? Well, there's a
bunch of stuff you could cut off. I mean the eyesight display would be
the first thing to go for me. You could make it out of plastic
instead of glass and aluminum. Youcould take out the speakers and just say

(01:05:40):
use AirPods, which I think alot of people are going to do anyway.
I don't think that's a big stretch. What else? You could just
include one band in the box.You could take out the polishing cloth,
just don't include that. You couldlower the resolution of the displays. I
think they were a little higher thanthey needed to be personally, because I
tried out the lower resolution of theQuest three and I still thought it was

(01:06:02):
pretty sharp. I still thought theresolution was decent. Honestly, the difference
in resolution between the Quest three andVision Pro was a lot smaller than I
expected. I didn't think the Questthree would be as submersive as it ended
up being. It took eight dropsfor the front to break. Yeah,
it's hard for it to shatter.That doesn't mean it's hard for it to

(01:06:25):
scratch. In fact, usually theopposite. When you make glass that's very
shatterproof, it's usually very scratch pronebecause the more rigid and the more solid
the glass is, the more likelyit is to fracture. So inversely,
if you make glass that doesn't shattervery easily, it tends to scratch very
easily, which is why in theJerry rig Everything test, basically they were

(01:06:47):
able to scratch the front of VisionPro with level three sharpness, which is
not very much, which would stressme out taking that thing everywhere knowing that
you could scratch it. Thoughts onApple Ice scooter, bring it on.
I want Apple to enter as manyfields as possible. It just seems like

(01:07:08):
they don't want to. But yeah, Apple should make a bike, they
should make a scooter, they shouldmake a car. Oh wait, that
was canceled doing it what two pointzero would make a difference. Today split
screen came out to open multiple MAXscreens. I don't think that would help
the problem is it's heavy, andthe batteries externally mounted, and there's latency

(01:07:30):
involved with the external screens. Thebigger, the biggest feature. I think
if you wanted to sell me onVision OS or Vision Pro the first generation,
the biggest software edition, they couldadd that I think would sell a
lot of people on it is away to sync up the Apple TV viewing
with the headset viewing, because everyonekept saying that was one of the biggest

(01:07:53):
advantages of Vision pros, being ableto watch movies and TV shows on it
with a big screen that you canadjust and everything. But I don't watch
movies and TV shows by myself.I'm always watching them with family or my
wife, so I have to takeit off if I want to watch something
with her. Even if she boughther own Vision Pro, we couldn't watch
the same thing at the same time. So just like how you can sync

(01:08:15):
up your max screen with the VisionPro, I want to be able to
sync up the Apple TV screen withthe Vision Pro and maybe the Wi Fi
in it because they put in anolder Wi Fi chip in a thirty five
hundred dollars headset for some reason,maybe something about the hardware just doesn't enable
that. But I think it wouldif they could sync up so we could
pause it at the same time,or she could have subtitles and I didn't
have subtitles. That would be agreat feature to make it more inclusive so

(01:08:40):
you could use it with other people. And I tried to do that and
it doesn't work. If you tryto airplay anything with Vision Pro with content
playing, it just blacks it out. Resolution isn't terrible, but it really
bothers me. When I can seeindividual pixels on the Quest three but not
on Vision Pro. It really takesaway from a version for me. Although
if my friends didn't notice, Icouldn't really see individual pixels on either airplay

(01:09:03):
the show while you watch your TVor movie. Well, it didn't work
when I tried it. I don'tknow what you're doing that I'm not doing,
but now I have to pose it. My wife can't pose it.
But when I tried to do that, it would just black out the content.

(01:09:24):
Let's see apple washerin dryer. What'smore likely CarPlay on Tesla, I
message on Android. I message onAndroid almost happened because of the EU.
The EU almost forced them to openit up. Your LGTV has webOS,
okay, so I gotta buy thethirty five hundred dollars headset and a different

(01:09:45):
TV that allows me to cast betweenthe two. It doesn't work with the
Apple TV, shockingly, but I'vetried it and it doesn't. Is it
just showing the movie like regular onthe TV, or is the TV showing
your perspec active with the environment andeverything, because that's really stupid. If
my wife has to watch my perspectivewith an environment and the movie playing at

(01:10:09):
the same time, that would bedumb in my opinion. Also, there's
a lot of apps missing. Wewatch a lot of YouTube, and there's
no YouTube app on Vision Pro,so you got to pay more money to
access some third party app that whoknows, YouTube could go after at some
point. I don't know how thatworks, but yeah, it's it's not
a surprise to me. I don'tthink we need to all convince ourselves that

(01:10:32):
we need to buy a first generationproduct that costs thirty five hundred dollars.
It's not a shock that the firstgen is not worth it, but it
rarely is. Most people weren't soldon the iPad with the first generation.
Most people weren't sold on the iPhonewith the first generation. It was the
follow ups where it got more interesting. The follow up, the iterations where

(01:10:54):
they improve upon it is where itmakes more sense. But yeah, the
YouTube is coming. I'm sorry.That's not a good enough justification for me
to keep it. But airplay theshow while you watch TV or movie.
I have done it. I feellike you're just airplaying your perspective. Am

(01:11:15):
I wrong on that? Young man? Help me understand? Is it airplaying
your perspective to the TV or isit airplaying just the movie full screen on
the TV. There could be latencyinvolved with that. I think it's the
problem is it needs to go theother way. You need to be able
to share content from the TV tothe headset. When you share content from
the headset to the TV, thatjust weakens the experience for everybody else.

(01:11:42):
I don't know, but I thinkthere's a better way to optimize it.
They're probably I think they lose moneyon every Quest three they sell, which
doesn't surprise me because the hardware isquite impressive. I'm sure I got up
on this. Apple should have boughtthe old Google car patent and use those

(01:12:02):
little pod vehicles. Would have beenfun to see those in the Bay Area
or around Apple Park. It probablywouldn't be profitable. That's the other thing
is I don't think Google Waymo makesany money, but Google's very good at
throwing money at problems. Airplay withenvironment like feeder moate. Yeah, no,
sorry, that's not what I'm talkingabout. Then the person has to

(01:12:27):
sit on the couch, look ata TV on a wall of me looking
at Mount Hood and then a movieon Mount Hood, and then if I
look around then they can't see themove. Now, that's really gimmicky.
That's not even close to what I'mdescribing. Also, the whenever I did
that, it blacked it out onthe TV. It wouldn't let me airplay

(01:12:48):
copyrighted material. If you start FaceTimewith the person signed into Apple TV,
you can share play when you bothwatch the same thing. Latency is minimal.
Okay, So I have to FaceTimemyself because that's who's signed in on
the Apple TV, FaceTime myself andthen share play what's on the TV.

(01:13:13):
So I'm watching the movie through aFaceTime call. I don't know. Then
we got to make sure we muteeach other's mic otherwise you get in a
feedback loop because you're having a FaceTimecall in the same room as someone that's
I still would argue that's not asolution. That's a workaround, but it's
not really a feature. And Ibet the latency would be pretty noticeable because

(01:13:36):
I want to be able to hearthe movie from the TV system and have
it be in sync with the movieplaying on the headset, Whereas in that
situation, the audio would be comingout of the headset, so I'd have
to mute that, and then Iwould get a little bit of latency where
the audio is not perfectly synced up. I don't know. We don't have

(01:14:00):
to try this hard to justify athirty five hundred dollars expense. Guys,
it's okay. I think that's somethingwe need to work on more in the
tech space. It's okay to likethings that we don't own, Okay.
I think a lot of people havethis belief that if you're interested in a
product, or if you're interested ina technology, you have to buy it
to some extent, and I reallydon't believe that's true, and I think

(01:14:20):
it's a really dangerous expectation to havein the tech space. You know,
a lot of people out there areaspiring tech YouTubers or journalists that also watch
my channel and stuff. I especiallywant to advise a lot of caution out
there based on a lot of YouTubersI've seen come and go over times,

(01:14:40):
and some YouTubers that make it andsome YouTubers that don't. Is working in
the tech space or just being afan, just even if you're not making
your own channel, if you're justinterested in technology in general, it's kind
of like working at an ice creamshop. This is an analogy my wife
came up with, actually, becauseshe worked in an ice cream shop for

(01:15:02):
a long time. When you workin an ice cream shop, you're going
to be far more tempted to eatice cream than the everyday person. Same
way in the tech space. Ifyou watch tech content all the time and
you know about all the differences betweenan iPhone fifteen and a fourteen, or
you know all about the changes betweenone plus twelve and a one plus eleven,

(01:15:24):
whatever it is, if you're interestedin that field and you're following it,
or like me, you're working init actively. You're going to be
tempted to buy new stuff or upgradeyour tech all the time. And you
know, working in an ice creamshop, you're constantly going to be interacting
with people who want to eat icecream, and they're going to want to

(01:15:44):
try all the flavors. And usuallywhen you work in an ice cream shop,
they let you sample a couple oftimes a day for free. On
your brakes or whatever. You canget an ice cream scoop on a discount,
or just you know, you canhave one free milkshake a day or
whatever. And that's very dangerous foryour health because now you're going to be
eating way more ice cream ingesting alot more sugar than you should be.

(01:16:06):
And it's not so much as relevantin the tech space with our physical health,
but our financial health is a reallybig factor with the tech space because
we live in a very consumerist society. Capitalism, for better for worse is

(01:16:26):
very much about, you know,the economy being powered on greed, which
is a you know, there's alot of problems with that system, but
I would still argue it's probably thebest system we've come up with as a
species, not pure capitalism, butat least some form of We take greed
and we forced greed into a wayto make something productive, so that even
if you're selling things that aren't necessarilygreat for the world, like overly processed

(01:16:50):
foods or addictive technology, at leastsomeone's getting paid along the way, so
you can support yourself, support yourloved ones, have some financial flexibility.
But in the tech space, whenwe're constantly immersed in all of this new
stuff and talking about new stuff allthe time, it's very easy for us
to all keep buying new stuff constantly. Oh there's new changes in that.

(01:17:12):
I know, let's talk about that. Oh I need to buy that.
I need to buy that, Andbefore you know it, you can bankrupt
yourself or not have any money putaside for savings or emergencies because you spent
it all on the ice cream orthe tech that we're so obsessed with or
talking about all the time. SoI think it's really healthy and should,
if anything, be encouraged that it'sokay for you to not make these big

(01:17:38):
ticket purchases and you can still beinterested in it. You can still want
to review it or try it outyourself. Apple's a trillion dollar company guys.
I think they can afford the fourteenday return policy. I know some
people get fussy about, oh isthat right or is it wrong for me
to buy something and then return itor buy it with the intention of returning
it. I think a company hasa right to stop you from doing that.

(01:18:06):
I support that, but I haven'theard of Apple doing it. I
think they make enough money that theycan afford to refurbish these items or recycle
them, or use them for serviceor whatever they end up doing with the
returned items. You know, eventhe more reason to do the instore demos.

(01:18:27):
Even more so, is there ajustification to just go in. They
want you to try it on.They're not trying to convince you that you
should buy it without knowing anything aboutit. They want you to test it.
They want you to experiment with itand see if you like it and
whatnot. So I think it's okayfor you to be interested or be into
products or ideas even if you don'tplan on buying it. It's totally fine.

(01:18:53):
I've really enjoyed test driving lots ofdifferent vehicles over the course of my
ev content career, and I thinkthat's Honestly, sometimes more fun is for
you to try something out, lookat its pros and cons, and then
give it back when you're done becauseyou decide it's not for you, rather
than you know. Can you imaginetrying to buy fifteen different cars so you

(01:19:15):
can review them. Oh my god, you'd be bankrupt. You'd have to
sell your house. I think DisneyPlus you can sink accounts to watch something
together, though I believe the intentis to watch something with someone who's away
from you. Yeah. Again,they're all workarounds. What I'm still coming
back to is it would be farsimpler if just like how when I put

(01:19:39):
on the headset and I look atmy Mac, I get a little connect
button and I just tap connect andthen boom, I get my external monitor.
I want that ease of setup.The ease of setup is important.
The simplicity of it is important becauseyou're going to be taking it on and
off all the time. So Idon't want to have to make up FaceTime
call or sink it up with someDisney Plus account every time I do this.
It needs to be as simple asjust I put it on, I

(01:20:01):
look at the TV, and Ihit connect. Boom I'm sorry. That's
as simple as it should be.If it's any more complicated than that,
it's just for thirty five hundred dollars. You have a right to be picky.
You have a right to be strictabout how easy and simple it is
to work when you're paying that kindof money. Planet Texas. This genuinely

(01:20:23):
ruined my day, But I supposeit shouldn't come as a surprise at this
point. The writing was on thewall for quite some time. What what
ruined your day? Oh? TheApple car? I forgot about the title.
Yeah, yeah, it's sad,but it kind of has to happen.
I don't think Apple was gonna doanything too interesting anyway, and they
probably knew they weren't cooking up anythingtoo special. Full Metal says do I

(01:20:46):
think iPhone sixteen Promax will be nothingto get excited about. It depends on
what you're interested in. I mean, I think the capture button sounds kind
of interesting. I don't know ifit is the right word. I might
just use the term of yea interesting. It's an interesting idea for one.
The sixteen Pro Max will be thelargest iPhone ever made. It'll have a

(01:21:09):
six point nine inch display, Soif you care about big screens, maybe
there's a reason to get excited.It's zero point two inches bigger than the
current Promax, which, yeah,to me, it's like I would rather
phone to get smaller, not bigger. So I'm not excited about that,
but it's interesting to know that Apple'sgoing in that direction. The capture button
is supposed to be about right here, about right where the ultra wideband intenna

(01:21:33):
is. They're going to move theantenna from this side to this side,
and though there's like this solid statecapture button right below the side button that
you can put a little bit ofpressure on when you're using the camera and
it will focus on whatever's in thefront or whatever you tap. I guess
so you'll hold it down to autofocusor something, and then you push it

(01:21:57):
even harder to actually take the pictures, start recording, and then if you
want to zoom back and forth withthe five x tetra prism lens, which
they're going to have on both thesizes for the pro iPhones, then you
can swipe back and forth to zoomin and zoom out. It's kind of
turning our iPhones into more and moredigital cameras, which I think is the
future. If spatial computing is goingto become more and more of the norm

(01:22:20):
over the long haul, then thephone is not going to be replaced,
but it might become more and moreof a camera focused device than it is
a phone focused device. You haveto moot regular playback with pretty much no
latency. Sounds like a lot ofsetup to me. They should definitely have

(01:22:42):
a one button solution. The FaceTimeShare playworkaround is dumb. It has kept
me from using it. Yeah,well that was the biggest hurdle for me
to get over with the Vision Prois just I kept coming back to this
is too many steps involved. Igot to put it on, I gotta
unlock it, I gotta connect it, and then I'm got to rescale all
my windows every time I connected.After a while, it was like,
you know what, sometimes it's justsimple to just open. You know.

(01:23:04):
I've always said, like I misshaving a big external monitor, but I
didn't realize how nice it is tonot have so many steps. You know.
Kind of what I liked about myiMac was I could just sit down,
slap the keyboard, and boom,I'm ready to go. But it
wasn't like that with a Vision Pro. It was like open on, unlock,

(01:23:26):
unlock, connect, reside every singletime. It gets a little old
Airpower or Apple Car. I don'tthink either, but I think airpower somehow
is slightly more likely. I'm prettysure the only thing Airpower couldn't do was
the Apple Watch charging. They knewhow to charge multiple CHI devices, they
just couldn't get it to charge theApple Watch, and that was kind of

(01:23:48):
the big point of it. Idon't think they wanted to release Airpower without
Apple Watch charging capability, but Ithink that was a bigger problem with the
Apple Watch than it was the Airpower. If they could just figure out a
way to get the Apple Watch tosupport CHI. I think the problem is
that watch is too small and youneed a coil of a certain size.
But there's other smart watches that havesupported CHI that I think are a little

(01:24:09):
bigger, And it sounds like Apple'sgoing to be redesigning the Apple Watch this
year or next year or something.The Ultra is pretty big and a lot
of people are buying the Ultra,so maybe you could fit CHI charging on
the Ultra. But yeah, it'snot some rocket science thing. You just
have to overlap a bunch of coils. It's expensive. I've seen other companies
make them. Tesla has their ownlittle air power accessory. It's like two

(01:24:30):
hundred bucks or something. It's notcheap and it's not, in my opinion,
that practical because you still have aselective area that you have to drop
it on. Mag Safe is muchsmarter because it's much cheaper. There's only
one coil, there's less energy losses, and you just you look at the
charging pad. You see a littlecircle, you see the little puck,
and you just get your phone relativelyclose and then it clicks. Now it's

(01:24:54):
charging. That's achieves the same thing. The intention of airpower was so that
you could drop your phone on awireless charger and not have to worry about
getting it to sit perfectly flush orsit in a very specific place. Mag
Safe takes care of that problem byjust aligning the coils perfectly with magnets,

(01:25:15):
and it's way cheaper. You cando that for a couple bucks. Whereas
airpower, the bigger the charge math, the more expensive it is because you
have to put overlapping charge coils everywhere. So it's just it was cool for
a demo but the more I thoughtabout it, the more I realized,
you know, airpower is kind ofa dumb idea. Actually, I went
to upgrade from my thirteen to fifteenPromax or just sixteen promacs for the bigger,

(01:25:39):
brighter on hundred and twenty herds display, But the rest of the phone
works so well I just cannot justifyit. And that's fine. Just keep
using your thirteen. Nothing wrong withthe thirteen. I don't think people with
thirteen should have to upgrade by now. It's interesting you want to go up
to the bigger size. I guessthere wasn't a thirteen plus back then.
Am I sad about the Apple cartending, asks Dean. It's like a

(01:26:02):
bitter suite because on one hand,I am sad because Apple is one of
my favorite companies ever and they've playedsuch a big role in my life.
I basically have a job and it'sa dream job thanks to you guys watching.
But you guys were one part ofthe equation. But also Apple has
given us so much to talk aboutin terms of software design, hardware design,

(01:26:24):
bringing technology to the masses by makingit simple and easy to understand,
and so much of their design philosophieshave carried on with me to my love
and fascination with electric vehicles too.And I think, as far as the
tech space is concerned, evs arethe most interesting thing going on right now.
I think the EV space has themost innovation, It has the most

(01:26:46):
development, It has the most radicalamount of change on the way we live
our lives. Phones have kind ofcome and gone in regard to you know,
they're here, but they're they're mature. There's not much more to do
with them. To the point wherewhat can we come up with for new
phones? I don't know, makeit a little bigger, put a little
trackpad button on the side, tomake the camera more gimmicky. I don't

(01:27:10):
know. It's You can come upwith little things here and there, but
it's not as interesting as something likeyou know. What I think is the
most interesting EV startup or startup ingeneral, is companies like the Aptera making
hyper aerodynamic designs so that solar onan electric car actually starts to make sense.
I love that concept. I can'tbelieve there's not more companies pursuing this,

(01:27:33):
but Aptera seems to be the closestone to making it a reality,
which is why they're my favorite,because there's a lot of education and there's
a lot of simplicity. Kind ofwhat I've learned from Apple is, you
know, you have to make thingssimple in order for people to adopt them,
and I think there is some inherentsimplicity that would come from a vehicle

(01:27:54):
that's capable of charging itself. Okay, people can grasp the concept of not
having to go to a gas stationanymore, but charging is this big headache
that a lot of people don't wantto deal with, right That's why a
lot of people don't want to thinkabout EV's or considering EV's. Oh the
battery, Oh YadA YadA, OhI gotta charge it. I can't charge
it from home, or I don'tlike Google's talking out there, that's weird.

(01:28:17):
I don't want to have to figureout the whole DC charging thing.
Well, what if you had acar that just via sunlight, was able
to power itself and it's just onepurchase. You didn't have to buy an
EV and a level two charger foryour garage and solar panels for the house.
Not to mention, electricity rates aregoing higher and higher in so much

(01:28:38):
of the country, so that eatsinto your gas savings, but a vehicle
that uses a fraction of the powerof most evs, so even if you
do plug it in, it's lessthan half the price per mile to move
it. And most people probably won'teven plug it in because you just leave
it in sunlight and it charges itself, and that covers most of your daily

(01:28:58):
driving needs. It's like, there'sthat Apple esque simplicity. It just works.
So I really wanted Apple to kindof enter this field because it's such
an interesting one. That's why Imade a whole channel for evs, was
because I was so passionate about themand so interested in them. And it's
sad that Apple's not going into it, but simultaneously knowing how big of a

(01:29:21):
ship Apple is now and how complicateda maneuver would be to get into the
ev industry because you kind of haveto either manufacture it vertically or outsource it,
which pushes up the price. AndApple already is picky about margins more
so than most, so I don'tthink there was really anything Apple in their
current size unless they had a reallypassionate leader that was really into electric vehicles.

(01:29:45):
And I don't think Tim Cook ishe's more passionate about spatial computing than
anything probably, But unless you gota new CEO that was just really really
passionate about EV's, I don't thinkApple could have made it any for the
EV market that would have been thatinteresting. It probably would have just been
another six figure luxury sedan, andwe already have lots of those, and

(01:30:08):
they're not selling all that well.So Apple probably scrapped it when they realized
this is going to take a bunchof money, a bunch of risk,
and it's probably not going to havethat much payoff, and we'll probably get
a lot of negative press around itbecause people are just going to complain that
it's not as good as some otherEV and also that it's too expensive and
Apple can't get the price down low, so it's not disruptive enough, Whereas

(01:30:31):
I think the translation of Apple's manufacturingof phones and air pods and watches kind
of translates a lot more to somethinglike a headset. So I think Tim
Cook probably made the right call giventhe strengths the company currently has. It
is very sad though that it's probablynever going to see the light of day,
and there was probably a lot ofmoney and time and work that went

(01:30:53):
into it that we're never going tosee. There could be an Apple Car
design floating around in Kupertino, bothan intier. There could be a prototype
that has a you know, workinginterior that has a close to in production
intent exterior. There's probably a bunchof time and money that went into the
steering wheel and the screen and theseats, and the door design and the

(01:31:16):
window design and the exterior and howaerodynamic it was. There was probably a
ton of time and energy that wentinto all that that we're never going to
see. And that part is sadto accept. Apple Car is replaced by
the Vision Pro. Just teleport toyour destiny. Yeah, you don't need
transportation right where we're going, wedon't need rows. My f one fifty

(01:31:38):
is a hybrid. My battery chargeswhile driving and I never have to charge
it. It charges itself. Well, you gotta pay for gas though,
So that's a that kind of defeats, in my opinion, a lot of
the advantages. I live in anineteen fifties home. I live in a
nineteen forties home. By the way, I would need a complete electrical great

(01:32:00):
to be able to charge ten thousandplus dollars for a two hundred amp electrical
box just isn't worth it. Well, you can charge EV's off of a
one ten outlet. You don't needa big box. But another reason,
I agree that the app Tara wouldbe very applicable to a lot of people
because you wouldn't have to plug itin. It could just charge itself.
Could you see them buying out aLucid or all the ev stuff canceled?

(01:32:21):
So I thought I answered that earlier, but I'll repeat myself. I don't
think Lucid is worth buying because allLucid has is a bunch of manufacturing lines
that are designing, that are makingvehicles that no one wants to buy that
they lose money on. Even ifLucids were selling, they're at a record
loss for the industry. Every Lucidair that they sell costs them like it's

(01:32:45):
like a four hundred thousand dollars carthat they sell for one hundred thousand dollars,
So that's not an asset. Basically, Lucid is a big giant liability
right now because they just burn throughmoney and they have no intention or really
any path towards profit ability. They'remostly owned by the Saudis. So I
don't think Apple will buy Lucid.It's just a bad investment. Also,

(01:33:06):
I think as a whole, they'reprobably just realizing that they don't have that
many strengths for the automotive segment,so they don't see much point in entering
it. They might do some partnerships. I don't think they do quite a
buyout. That's a much bigger dealand involves them getting in a lot more
control of it. And with abuyout, then you start to become responsible

(01:33:28):
for all the assembly lines and liabilitiesand the repair and service of the vehicles.
But I could see them partnering withPorsche. They've already partnered with Porsche
several times. Where did the Applecar canceled report come from? Bloomberg is
usually pretty accurate. Mark German sayingthere's layoffs from the hardware team, so
that's the kind of thing that's prettyhard to fake. So I'm pretty convinced

(01:33:48):
it's canceled. Who needs an Applecar when you have Apple Teleport. It's
officially canceled because they're laying off theengineers that worked on it. And Mark
German, who has reputable sources insideof Apple, is the one reporting that
the announcement was made by CEO COOJeff Williams and Kevin Lynch, who we've

(01:34:10):
known have been working on the ProjectTitan project, sorry, the Project Titan
program for many years now. Sothere's a small chance that it's all being
faked. But I think it's real. I personally believe it. I don't
see much evidence that they're faking this. If Apple were to buy out a

(01:34:31):
company, I would suggest it beAptera personally. I've done a video on
that in the past. Apple caresa lot about performance per watt. They
like efficiency. The Apple tends touse smaller batteries in their devices with more
efficient silicon, and Aptera is aproduct built from the ground up all about
efficiency. Apple likes simplicity and Appterais very simple to maintain because it just

(01:34:55):
charges itself. You don't have toplug it in, and I think that's
a very apple Esque designful Also,Apple was founded on the term think different.
Aptera is very different looking. It'svery weird looking. Apple likes weird
things. Apple likes to think differentlyand try to do things differently, and
Apple gets rid of things before alot of people are comfortable getting rid of

(01:35:15):
it, Aptera got rid of afourth wheel. There's lots of overlaps between
the companies that I think would bea good fit, and ap Aptera,
the whole company isn't worth a crazyamount of money compared to a Lucid or
a Arrivian that would cost them closeto eight or ten billion dollars, whereas

(01:35:35):
Apple could buy out all of Apterafor I think less than one billion.
I think for less than a billiondollars they could buy out all of Aptera.
And Aptera is close to ready tostart production. They've already picked a
battery supplier, and they've already developedan assembly line for the battery packs.
And they've already finished the tooling forthe six main body parts, the biggest

(01:35:57):
parts, the most expensive parts ofthe Aptera have been fit. They've already
picked a supplier for mass production oftheir powertrains. Aptera as already secured funding
to build low volume production. Idon't think they have enough funding yet to
achieve high volume production or other words, profitable production. But I don't know.

(01:36:19):
My guess is I don't think.I don't think Apple canceled the project
randomly. My guess is they werelooking at the EV demand lately and how
this year has been kind of hardon a lot of electric vehicle companies,
and the interest rates aren't great,and they're seeing weakening demand for a lot
of different high priced evs, whichis probably what Apple would have made.

(01:36:40):
And they're realizing that the EV transitionis probably going to be a lot more
complex and harder than they thought.So they said, you know what,
this is probably just not worth investingin. A plug in hybrid is the
best of both worlds. It's kindof the worst of both worlds too.
Now you've got a battery pack tomaintain and a combustion engine to maintain,

(01:37:00):
and they tend to be more expensive. Hybrids aren't necessarily cheaper than evs,
at least statistically, I know intheory they sound cheaper. And also the
bigger problem is demand. There's moredemand for fully electric vehicles than there are
for hybrids. Prius looks great,the new Prius Prime that came out with
the seven hundred mile range, andyou can plug it into charge it or

(01:37:24):
take it to a gas station.It's all great, but not selling at
the same numbers as full electric vehicles. Way more people buy fully electric people
just like the simplicity of charging.They don't like going to get gas.
Also, there's studies that show peoplewho buy plug in hybrids never plug them
in. They just get gas,which makes it more fuel efficient, which

(01:37:46):
is good, But the extra moneyyou pay to make it a plug in
hybrid, you've got to have ACcharging systems, you've got to have a
fairly large battery pack to power it. That adds cost to the overall vehicle.
And then the money you say bythe more fuel efficient design practically never
reaches a point where it's cost effective. So they're kind of interesting pieces of

(01:38:09):
technology, but they don't pay forthemselves. Most people find it cheaper to
just go full gas or full electric. People who do not own homes would
prefer plug in hybrids in my opinion. Maybe I think they would prefer a
vehicle that charges itself then they don'thave to plug it in or go to

(01:38:30):
the gas station. But that's justme. When you fear Apple would destroy
Apple's sorry Apple would destroy Apterra's vision, I don't think they would. Personally.
I think the app Terra vision couldstill be obtained, just like do
you think Apple destroyed Beats vision whenthey bought Beats. I didn't. It

(01:38:53):
seemed like Beats wanted to make somepowerful brand with some fairly high quality headphones,
and they kept making headphones. Theykept letting Beats by Dre do what
they want to do. Then theyjust put some Apple tech in it.
And I think Apple could do thatwith Apterra. They could give them the
funding they need to scale up productionand then put some Apple tech in it,

(01:39:14):
you know, put some M threechip to power the infotainment and put
some Apple cameras on it for abetter visibility or better power efficiency. Ap
Terra's just built from the ground upall about efficiency. So if there were
a company for Apple to buy,I would say Aptera would fit better than
anyone. I know. Some peoplewere saying Apple should buy Rivian. I

(01:39:35):
don't know. I just Rivian andApple didn't seem like they would go together.
Rivian's all about outdoors and adventuring andtrucks. Apple getting into the pickup
truck space. I don't know.That doesn't seem Apterra's definitely more in the
vein of Apple's mindset than Canoe,Tello and several others. Yeah, I
agree. The only partial overlap Icould see Apple and Rivian getting along with

(01:40:00):
is. I know RJ, thefounder and the CEO of Rivian, has
said that they kind of design theirvehicles and live into that adventurous spirit to
figure out why people take pictures ofthings. I recall him talking about that
in several podcasts, like we kindof designed it to make it very capture

(01:40:21):
worthy and analyze people's behavior. Whydo they take pictures of things? And
they use that to kind of influencetheir interior and exterior design. And I
was like, okay, Apple's kindof big in the camera space with iPhones.
So maybe you go camping or adventuringand off roading a lot and you
want to take pictures of your trips. So the iPhone camera with the Rivian

(01:40:41):
adventure spirit, I guess it kindof goes hand in hand. But I
don't know. I don't see Appleand pickup trucks meshing that well. But
Aptera is a vehicle all about figuringout what the essentials are and leaning all
into efficiency and taking out things thatyou think you need but realize on a
daily basis you probably don't. Applelikes to get rid of things. Apple

(01:41:02):
gets rid of ports, Apple getsrid of buttons and stuff. So I
don't think Apple will buy Lucid,at least if they're smart, they won't
buy Lucid because Lucid's just a biggiant liability. They're not an asset.
All Lucid has figured out how todo is make cars people don't want.
Let's see, evs are plug intoo. Before getting my wall connector installed,

(01:41:24):
I use the mobile connector and itwould top off overnight. Yeah,
you can charge your car with thesame thing you charge your phone with.
It's not like everybody needs a leveltwo charging system. If you buy a
more efficient EV level one, youknow, wall outlet that just plugs into
the same thing your phone does,makes more sense, like with an app
Terra. Even if you can't chargeit via solar for whatever reason you don't

(01:41:45):
have a lot of sunlight in yourarea, or you have to park in
a parking garage or something. Evenif you can't charge it from sunlight an
aptera, you can charge from aone to ten outlet and still get meaningful
range back overnight. You can getlike one hundred and twenty or one hundred
and fifty miles or something back justwhile you go to sleep, and you

(01:42:11):
can't do that with most cars,with a really efficient Model three, you
could probably get thirty to forty milesof range overnight with a slow charge.
But if you buy a more inefficientvehicle like a pickup truck or a I
don't know, ID four or aMachi, I mean those are pretty efficient,
but it's less. I think itturns into more like twenty miles overnight.

(01:42:32):
But with an Aptura getting like overone hundred, that easily covers most
people's daily driving and it would costa lot less to charge. Let's see,
I think if anyone could fix loocid, it's apple. They could,
but it's not going to be worthit. They're going to have to spend
billions and billions of dollars on fixingthem and then scrapping a bunch of things

(01:42:53):
that they did, so it's againit's a big project. So they'd spend
a bunch of money and have tospend a bunch of more to fix them,
and I don't think they would getan equal return on the investment for
many, many years. So Idon't think Lucid's just a big Saudi side
project. Honestly, anyway, I'vegot I think it's around lunchtime for me,

(01:43:15):
so I'm going to wrap it uphere, but I appreciate you guys
for your super chats. You've beenvery generous today. Thank you and for
hanging out with me. We canfinally put this Moonshot project to rest.
The Apple car is dead, goodbye. Thank you for trying, Apple,
but you didn't try hard enough anyway. I appreciate you all, and I

(01:43:38):
feel better now about separating the Techand EV channels. It seems like these
are just forever going to be separatesegments. Apple's not going to get into
it, and that's okay. Ican live with that. But if you
want to talk more about EV's,I'll be over on Taylo's of EV.
We've got lots of cool projects inthe work, so stay tuned for more
videos over there, and I hopeyou have an excellent rest of your day.

(01:43:58):
Bye bye,